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NORTHWESTERN UNIVERSITY: Form 990, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
NORTHWESTERN UNIVERSITY (EIN 36-2167817)
Tax period
2017-09-01 to 2018-08-31
Filed
2019-07-11
IRS object ID
201921929349301057
Schema version
2017v2.2
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2019-07-11T13:30:15-05:00ReturnTs
Tax Period End2018-08-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN135565207PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KPMG LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1515 BroadwayAddressLine1Txt
CityAlbanyCityNm
State AbbreviationNYStateAbbreviationCd
ZIP12207ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2017-09-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN362167817EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Northwestern UniversityBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlNORTBusinessNameControlTxt
Phone8474913741PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1633 Clark StAddressLine1Txt
CityEvanstonCityNm
State AbbreviationILStateAbbreviationCd
ZIP60208ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCraig JohnsonPersonNm
Person TitleSenior VP, Business and FinancePersonTitleTxt
Signature2019-07-11SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMarilyn E FarleyPreparerPersonNm
PTINP01231880PTIN
Phone5184274600PhoneNum
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990 IRS990

Principal Ofcr Business Name PrincipalOfcrBusinessName

FieldValueIRS element (for citing)
Business Name Line1Craig JohnsonBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1633 Clark StAddressLine1Txt
CityEvanstonCityNm
State AbbreviationILStateAbbreviationCd
ZIP60208ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$4,640,511,397GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.northwestern.eduWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1851FormationYr
Legal Domicile StateILLegalDomicileStateCd
Activity Or MissionEducation and researchActivityOrMissionDesc
Voting Members Governing Body36VotingMembersGoverningBodyCnt
Voting Members Independent34VotingMembersIndependentCnt
Total Employee25684TotalEmployeeCnt
Total Volunteers151TotalVolunteersCnt
Total Gross UBI-$16,001,127TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm-$19,623,733NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$395,669,600PYContributionsGrantsAmt
CY Contributions Grants$373,724,245CYContributionsGrantsAmt
PY Program Service Revenue$1,874,935,178PYProgramServiceRevenueAmt
CY Program Service Revenue$2,001,064,987CYProgramServiceRevenueAmt
PY Investment Income$647,482,893PYInvestmentIncomeAmt
CY Investment Income$774,539,687CYInvestmentIncomeAmt
PY Other Revenue$37,063,687PYOtherRevenueAmt
CY Other Revenue-$5,541,174CYOtherRevenueAmt
PY Total Revenue$2,955,151,358PYTotalRevenueAmt
CY Total Revenue$3,143,787,745CYTotalRevenueAmt
PY Grants And Similar Paid$498,938,464PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$528,829,620CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$1,344,111,489PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$1,420,530,610CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$698,550PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$424,469CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$62,824,192CYTotalFundraisingExpenseAmt
PY Other Expenses$922,911,404PYOtherExpensesAmt
CY Other Expenses$1,007,862,169CYOtherExpensesAmt
PY Total Expenses$2,766,659,907PYTotalExpensesAmt
CY Total Expenses$2,957,646,868CYTotalExpensesAmt
PY Revenues Less Expenses$188,491,451PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$186,140,877CYRevenuesLessExpensesAmt
Total Assets BOY$14,485,530,707TotalAssetsBOYAmt
Total Assets EOY$15,469,351,745TotalAssetsEOYAmt
Total Liabilities BOY$2,804,562,684TotalLiabilitiesBOYAmt
Total Liabilities EOY$3,227,581,845TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$11,680,968,023NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$12,241,769,900NetAssetsOrFundBalancesEOYAmt
MissionNorthwestern's mission is to provide the highest-quality education for its students, to develop innovative programs in research, and to sustain an academic community that embraces these enterprises.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$2,035,524,999ExpenseAmt
Grant$419,653,230GrantAmt
Revenue$1,307,266,687RevenueAmt
DescEDUCATION OF STUDENTS: FOR THE 2018 ACADEMIC YEAR, 8,159 UNDERGRADUATES AND 9,588 GRADUATES AND PROFESSIONAL SCHOOL STUDENTS ENROLLED FULL-TIME AT THE UNIVERSITY. THE EXEMPT PURPOSE OF NORTHWESTERN UNIVERSITY IS TO PROVIDE EDUCATIONAL SERVICES TO ITS STUDENTS. THIS INCLUDES SUPERIOR UNDERGRADUATE EDUCATION FOR A DIVERSE STUDENT BODY IN A COMPREHENSIVE RANGE OF ACADEMIC AND PROFESSIONAL FIELDS. AT THE GRADUATE LEVEL, NORTHWESTERN'S ROLE ENCOMPASSES OFFERINGS IN THE MAJOR ACADEMIC AND PROFESSIONAL FIELDS, CLOSELY RELATED TO RESEARCH, CREATIVE ACTIVITIES, AND CLINICAL SERVICES.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$486,912,000ExpenseAmt
Grant$109,176,390GrantAmt
Revenue$613,843,760RevenueAmt
DescRESEARCH ACTIVITIES: THE RESEARCH PROGRAM AT NORTHWESTERN UNIVERSITY IS A MAJOR COMPONENT OF UNIVERSITY EFFORTS, ASSURING INSTITUTIONAL LEADERSHIP IN SCIENTIFIC DISCOVERY, INTELLECTUAL INQUIRY, AND CREATIVE PERFORMANCE. THE CHARACTER OF THIS RESEARCH SHAPES ALL AREAS OF UNIVERSITY ENDEAVOR, ESPECIALLY GRADUATE EDUCATION AS WELL AS UNDERGRADUATE STUDIES.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$136,913,000ExpenseAmt
Revenue$83,906,819RevenueAmt
DescAUXILIARY ENTERPRISES SERVE THE EDUCATIONAL MISSION BY PRIMARILY PROVIDING RESIDENCES AND FOOD SERVICES, AND OTHER VARIOUS GOODS AND SERVICES TO SUPPORT UNIVERSITY STUDENT, FACULTY, AND STAFF ACTIVITIES.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$2,659,349,999TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesYes (true)LobbyingActivitiesInd
Donor Advised FundYes (true)DonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Temp Or Permanent EndowmentsYes (true)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (true)ReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingYes (true)SchoolOperatingInd
Foreign OfficeYes (true)ForeignOfficeInd
Foreign ActivitiesYes (true)ForeignActivitiesInd
More Than5000 K To OrgYes (true)MoreThan5000KToOrgInd
More Than5000 K To IndividualsYes (true)MoreThan5000KToIndividualsInd
Professional FundraisingYes (true)ProfessionalFundraisingInd
Fundraising ActivitiesYes (true)FundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsYes (true)TaxExemptBondsInd
Invest Tax Exempt BondsfalseInvestTaxExemptBondsInd
Escrow AccountfalseEscrowAccountInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingYes (true)LoanOutstandingInd
Grant To Related PersonYes (true)GrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemYes (true)BusinessRlnWithFamMemInd
Business Rln With Officer EntYes (true)BusinessRlnWithOfficerEntInd
Deductible Non Cash ContriYes (true)DeductibleNonCashContriInd
Deductible Art ContributionYes (true)DeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityYes (true)DisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntYes (true)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (true)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document23912IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee25684EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountYes (true)ForeignFinancialAccountInd
Foreign CountryQAForeignCountryCd
Foreign CountryUKForeignCountryCd
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 OfYes (true)Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
DAF Excess Business HoldingsfalseDAFExcessBusinessHoldingsInd
Taxable DistributionsfalseTaxableDistributionsInd
Distribution To DonorfalseDistributionToDonorInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members36GoverningBodyVotingMembersCnt
Independent Voting Member34IndependentVotingMemberCnt
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 VentureYes (true)InvestmentInJointVentureInd
Written Policy Or ProcedurefalseWrittenPolicyOrProcedureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCOStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldORStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldSCStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Nicole Van Laan ControllerBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8474914722PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1619 Clark StAddressLine1Txt
CityEvanstonCityNm
State AbbreviationILStateAbbreviationCd
ZIP60208ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (62 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerIndHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
Peter J Barris
Trustee1.0Yes (X)$0$0$0
Carol L Bernick
Trustee1.0Yes (X)$0$0$0
Christine E Brennan
Trustee1.0Yes (X)$0$0$0
A Steven Crown
Trustee1.0Yes (X)$0$0$0
Deborah L DeHaas
Trustee1.0Yes (X)$0$0$0
Charles W Douglas
Trustee1.0Yes (X)$0$0$0
D Cameron Findlay
Trustee1.0Yes (X)$0$0$0
Dennis J FitzSimons
Trustee1.0Yes (X)$0$0$0
T Bondurant French
Trustee1.0Yes (X)$0$0$0
Christopher B Galvin
Trustee1.0Yes (X)$0$0$0
H Patrick Hackett Jr
Trustee1.0Yes (X)$0$0$0
Jay C Hoag
Trustee1.0Yes (X)$0$0$0
Nancy Trienens Kaehler
Trustee1.0Yes (X)$0$0$0
Ellen Philips Katz
Trustee1.0Yes (X)$0$0$0
Harreld N Kirkpatrick III
Trustee1.0Yes (X)$0$0$0
Lester B Knight
Trustee1.0Yes (X)$0$0$0
J Landis Martin
Trustee1.0Yes (X)$0$0$0
Wendy M Nelson
Trustee1.0Yes (X)$0$0$0
William A Osborn
Trustee1.0Yes (X)$0$0$0
Jane DiRenzo Pigott
Trustee1.0Yes (X)$0$0$0
JB Pritzker
Trustee1.0Yes (X)$0$0$0
Kimberly Querrey
Trustee1.0Yes (X)$0$0$0
M Jude Reyes
Trustee1.0Yes (X)$0$0$0
Patrick G Ryan Jr
Trustee1.0Yes (X)$0$0$0
David A Sachs
Trustee1.0Yes (X)$0$0$0
Muneer A Satter
Trustee1.0Yes (X)$0$0$0
Andrew E Senyei MD
Trustee1.0Yes (X)$0$0$0
Michael S Shannon
Trustee1.0Yes (X)$0$0$0
Benjamin W Slivka
Trustee1.0Yes (X)$0$0$0
Timothy P Sullivan
Trustee1.0Yes (X)$0$0$0
Charles A Tribbett III
Trustee1.0Yes (X)$0$0$0
Jeffrey W Ubben
Trustee1.0Yes (X)$0$0$0
Frederick H Waddell
Trustee1.0Yes (X)$0$0$0
David B Weinberg
Trustee1.0Yes (X)$0$0$0
Miles D White
Trustee1.0Yes (X)$0$0$0
Stephen R Wilson
Trustee1.0Yes (X)$0$0$0
Morton O Schapiro
President40.0$1,590,081$0$436,752Yes (X)
Jonathan Holloway
Provost40.0$487,487$0$37,421Yes (X)
Mary L Baglivo
VP Global Marketing40.0$353,652$0$48,830Yes (X)
Pamela S Beemer
VP for Human Resources40.0$415,663$0$31,658Yes (X)
Paul Castellucci
VP Budget and Planning40.0$396,273$0$27,680Yes (X)
Nimalan Chinniah
Executive Vice President40.0$1,016,844$0$135,296Yes (X)
Alan K Cubbage
VP University Relations40.0$332,215$0$42,834Yes (X)
John L D'Angelo
VP for Facilities Management40.0$566,467$0$50,696Yes (X)
Devora Grynspan
VP International Relations40.0$237,207$0$33,809Yes (X)
Philip L Harris
VP General Counsel40.0$812,892$0$80,966Yes (X)
Craig A Johnson
Interim Senior Vice President40.0$614,082$0$134,580Yes (X)
Marilyn McCoy
VP Administration & Planning40.0$455,505$0$50,640Yes (X)
William H McLean
VP and Chief Investment Officer40.0$1,881,386$0$489,296Yes (X)
Robert E McQuinn
VP for Development40.0$913,561$0$226,118Yes (X)
Eric G Neilson
VP Medical Affairs30.0$584,435$0$22,323Yes (X)
James J Phillips
VP Athletics40.0$1,894,530$0$170,473Yes (X)
Sean Reynolds
VP and Chief Information Officer40.0$498,550$0$34,688Yes (X)
Ingrid S Stafford
VP for Financial Operations40.0$357,493$0$34,760Yes (X)
Patricia Telles-Irvin
VP Student Affairs40.0$503,949$0$50,696Yes (X)
Joseph T Walsh Jr
VP for Research40.0$389,432$0$67,567Yes (X)
Patrick W Fitzgerald II
Head Coach40.0$5,086,657$0$58,280Yes (X)
Christopher R Collins
Head Coach40.0$2,457,172$0$108,057Yes (X)
Maciej S Lesniak
Professor Neurological Surgery40.0$1,363,881$0$27,704Yes (X)
Sally E Blount
Dean, Kellogg40.0$1,093,988$0$37,238Yes (X)
Peter A Belytschko
Managing Director, Investments40.0$994,521$0$288,147Yes (X)
Daniel I Linzer
Former Provost40.0$645,716$0$292,294Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$25,943,639TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$3,018,803TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K2660IndivRcvdGreaterThan100KCnt
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
The Family Institute
618 Library PlEvanstonIL60201Instruction services$12,517,834
Jenner & Block LLP
353 North Clark StreetChicagoIL60654Legal services$5,736,987
NORTHWESTERN MEMORIAL HOSPITAL
251 EAST HURONCHICAGOIL60611Clinical services$4,356,499
Realterm Global LLC
201 West StreetAnnapolisMD21401Investment management$3,938,977
Huron Consulting Group LLC
550 W Van Buren StreetChicagoIL60607Consulting services$3,556,034
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K553CntrctRcvdGreaterThan100KCnt
Info In Schedule O Part VIIIYes (X)InfoInScheduleOPartVIIIInd
Fundraising$2,730,314FundraisingAmt
Government Grants$34,165,247GovernmentGrantsAmt
All Other Contributions$336,828,684AllOtherContributionsAmt
Noncash Contributions$70,480,723NoncashContributionsAmt
Total Contributions$373,724,245TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
Tuition and fees611310$1,071,401,610$1,071,401,610
Research activities611310$613,843,760$613,843,760
Educational activities611310$185,464,515$185,464,515
Auxiliary enterprises611310$83,906,819$83,906,819
Medical activities611310$38,448,347$38,448,347

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$7,999,936TotalRevenueColumnAmt
Related Or Exempt Func Income$7,999,936RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$2,001,064,987TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$83,016,433TotalRevenueColumnAmt
Related Or Exempt Func Income$3,952,279RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$2,095,329UnrelatedBusinessRevenueAmt
Exclusion$76,968,825ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$10,500,372TotalRevenueColumnAmt
Unrelated Business Revenue$907,101UnrelatedBusinessRevenueAmt
Exclusion$9,593,271ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$3,763,062RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$951,878RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$2,811,184RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,811,184TotalRevenueColumnAmt
Exclusion$2,811,184ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$1,473,401,131SecuritiesAmt
Other$713,254,826OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$822,080,082SecuritiesAmt
Other$673,052,621OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$651,321,049SecuritiesAmt
Other$40,202,205OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$691,523,254TotalRevenueColumnAmt
Exclusion$691,523,254ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$789,898FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$2,730,314ContriRptFundraisingEventAmt
Fundraising Direct Expenses$639,071FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$150,827TotalRevenueColumnAmt
Exclusion$150,827ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
Investment in LPs523920-$25,102,567-$25,102,567
Parking facilities812930$4,927,268$4,927,268
Scientific services/rental541990$924,601$924,601

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$247,141TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$247,141UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total-$19,003,557OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,143,787,745TotalRevenueColumnAmt
Related Or Exempt Func Income$2,005,017,266RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue-$16,001,127UnrelatedBusinessRevenueAmt
Exclusion$781,047,361ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$75,011,143TotalAmt
Program Services$75,011,143ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$448,999,442TotalAmt
Program Services$448,999,442ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$4,819,035TotalAmt
Program Services$4,819,035ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$21,252,276TotalAmt
Program Services$5,395,932ProgramServicesAmt
Management And General$14,716,665ManagementAndGeneralAmt
Fundraising$1,139,679FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$176,441TotalAmt
Management And General$176,441ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$1,126,781,559TotalAmt
Program Services$1,053,180,309ProgramServicesAmt
Management And General$38,740,585ManagementAndGeneralAmt
Fundraising$34,860,665FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$81,951,082TotalAmt
Program Services$75,701,241ProgramServicesAmt
Management And General$3,447,113ManagementAndGeneralAmt
Fundraising$2,802,728FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$121,503,192TotalAmt
Program Services$112,128,430ProgramServicesAmt
Management And General$5,170,669ManagementAndGeneralAmt
Fundraising$4,204,093FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$68,866,060TotalAmt
Program Services$63,657,859ProgramServicesAmt
Management And General$2,872,594ManagementAndGeneralAmt
Fundraising$2,335,607FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$14,331,559TotalAmt
Management And General$14,331,559ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$1,453,718TotalAmt
Management And General$1,453,718ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$505,262TotalAmt
Management And General$505,262ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$424,469TotalAmt
Fundraising$424,469FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$50,682,840TotalAmt
Management And General$50,682,840ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$212,818,349TotalAmt
Program Services$202,487,854ProgramServicesAmt
Management And General$9,099,873ManagementAndGeneralAmt
Fundraising$1,230,622FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$26,368,768TotalAmt
Program Services$17,363,109ProgramServicesAmt
Management And General$2,112,669ManagementAndGeneralAmt
Fundraising$6,892,990FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$165,732,310TotalAmt
Program Services$159,172,372ProgramServicesAmt
Management And General$3,151,695ManagementAndGeneralAmt
Fundraising$3,408,243FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$44,270,427TotalAmt
Program Services$42,323,930ProgramServicesAmt
Management And General$1,077,496ManagementAndGeneralAmt
Fundraising$869,001FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$7,246,544TotalAmt
Program Services$7,241,101ProgramServicesAmt
Management And General$5,443ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$140,803,700TotalAmt
Program Services$136,317,647ProgramServicesAmt
Management And General$3,801,198ManagementAndGeneralAmt
Fundraising$684,855FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$53,440,003TotalAmt
Program Services$51,191,965ProgramServicesAmt
Management And General$678,170ManagementAndGeneralAmt
Fundraising$1,569,868FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$37,144,330TotalAmt
Program Services$35,493,073ProgramServicesAmt
Management And General$999,673ManagementAndGeneralAmt
Fundraising$651,584FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$68,648,085TotalAmt
Management And General$68,648,085ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$150,731,967TotalAmt
Program Services$140,797,588ProgramServicesAmt
Management And General$8,718,544ManagementAndGeneralAmt
Fundraising$1,215,835FundraisingAmt

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$33,684,307TotalAmt
Program Services$28,067,969ProgramServicesAmt
Management And General$5,082,385ManagementAndGeneralAmt
Fundraising$533,953FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$2,957,646,868TotalAmt
Program Services$2,659,349,999ProgramServicesAmt
Management And General$235,472,677ManagementAndGeneralAmt
Fundraising$62,824,192FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$299,641,547BOYAmt
EOY$269,243,813EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$318,780,000BOYAmt
EOY$311,458,000EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$263,424,491BOYAmt
EOY$273,953,767EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$686,667BOYAmt
EOY$493,333EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

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

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$150,992,629BOYAmt
EOY$151,173,126EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$2,707,272BOYAmt
EOY$2,658,715EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$15,092,926BOYAmt
EOY$9,382,570EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$5,073,611,914LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$1,815,577,289LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$2,933,678,917BOYAmt
EOY$3,258,034,625EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$1,970,556,838BOYAmt
EOY$1,859,646,588EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$8,529,796,793BOYAmt
EOY$9,333,297,024EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$172,627BOYAmt
EOY$10,184EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$14,485,530,707BOYAmt
EOY$15,469,351,745EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$364,108,195BOYAmt
EOY$191,220,386EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$277,852,598BOYAmt
EOY$302,708,944EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$403,323,182BOYAmt
EOY$399,636,291EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

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

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$175,669,948BOYAmt
EOY$283,197,471EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,583,608,761BOYAmt
EOY$2,050,818,753EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$2,804,562,684BOYAmt
EOY$3,227,581,845EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$7,336,442,023BOYAmt
EOY$7,652,598,900EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,720,408,000BOYAmt
EOY$2,887,890,000EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,624,118,000BOYAmt
EOY$1,701,281,000EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$11,680,968,023BOYAmt
EOY$12,241,769,900EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$14,485,530,707BOYAmt
EOY$15,469,351,745EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$186,140,877ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$368,628,000NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$6,033,000OtherChangesInNetAssetsAmt
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$625,656,043CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$501,895,829CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$457,650,977CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$395,669,600CurrentTaxYearMinus1YearAmt
Current Tax Year$373,724,245CurrentTaxYearAmt
Total$2,354,596,694TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$625,656,043CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$501,895,829CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$457,650,977CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$395,669,600CurrentTaxYearMinus1YearAmt
Current Tax Year$373,724,245CurrentTaxYearAmt
Total$2,354,596,694TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$271,295,170SubstantialContributorsTotAmt
Public Support Total170$2,083,301,524PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$788,554,989CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$686,844,013CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$591,284,260CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$494,054,135CurrentTaxYearMinus1YearAmt
Current Tax Year$464,049,403CurrentTaxYearAmt
Total$3,024,786,800TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$27,897,331CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$27,897,331TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$416,499CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$549,545CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,370,565CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,386,550CurrentTaxYearMinus1YearAmt
Current Tax Year$789,898CurrentTaxYearAmt
Total$4,513,057TotalAmt
FieldValueIRS element (for citing)
Total Support$5,411,793,882TotalSupportAmt
Gross Receipts Rltd Activities$9,077,260,801GrossReceiptsRltdActivitiesAmt
Public Support CY1700.3850PublicSupportCY170Pct
Public Support PY1700.3694PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule A, Part II, Line 10 Other IncomeFormAndLineReferenceDesc
ExplanationDESCRIPTION - FUNDRAISING, COLUMN A - 416499.0, COLUMN B - 549545.0, COLUMN C - 1370565.0, COLUMN D - 1386550.0, COLUMN E - 789898.0, COLUMN F - 4513057.0;ExplanationTxt

Schedule B IRS990ScheduleB

Schedule C IRS990ScheduleC

Total Grassroots Lobbying TotalGrassrootsLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Total Direct Lobbying TotalDirectLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$672,552FilingOrganizationsTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$672,552FilingOrganizationsTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$2,957,470,679FilingOrganizationsTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$2,958,143,231FilingOrganizationsTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Filing Organizations Total$1,000,000FilingOrganizationsTotalAmt
Affiliated Group Total$0AffiliatedGroupTotalAmt

Grassroots Nontaxable GrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Filing Organizations Total$250,000FilingOrganizationsTotalAmt

Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Current Year Minus3$1,000,000CurrentYearMinus3Amt
Current Year Minus2$1,000,000CurrentYearMinus2Amt
Current Year Minus1$1,000,000CurrentYearMinus1Amt
Current Year$1,000,000CurrentYearAmt
Total$4,000,000TotalAmt
FieldValueIRS element (for citing)
Lobbying Ceiling$6,000,000LobbyingCeilingAmt

Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus3$778,346CurrentYearMinus3Amt
Current Year Minus2$693,210CurrentYearMinus2Amt
Current Year Minus1$545,895CurrentYearMinus1Amt
Current Year$672,552CurrentYearAmt
Total$2,690,003TotalAmt

Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Current Year Minus3$250,000CurrentYearMinus3Amt
Current Year Minus2$250,000CurrentYearMinus2Amt
Current Year Minus1$250,000CurrentYearMinus1Amt
Current Year$250,000CurrentYearAmt
Total$1,000,000TotalAmt
FieldValueIRS element (for citing)
Grassroots Ceiling$1,500,000GrassrootsCeilingAmt

Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus3$0CurrentYearMinus3Amt
Current Year Minus2$0CurrentYearMinus2Amt
Current Year Minus1$0CurrentYearMinus1Amt
Current Year$0CurrentYearAmt
Total$0TotalAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Donor Advised Funds Held1DonorAdvisedFundsHeldCnt
Funds And Other Accounts Held1FundsAndOtherAccountsHeldCnt
Donor Advised Funds Contri$372,127DonorAdvisedFundsContriAmt
Funds And Other Accounts Contri$0FundsAndOtherAccountsContriAmt
Donor Advised Funds Grants$20,186,550DonorAdvisedFundsGrantsAmt
Funds And Other Accounts Grants$0FundsAndOtherAccountsGrantsAmt
Donor Advised Funds Vl EOY$7,048,208DonorAdvisedFundsVlEOYAmt
Funds And Other Accounts Vl EOY$2,711,967FundsAndOtherAccountsVlEOYAmt
Disclosed Org Leg CtrlYes (true)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (true)DisclosedForCharitablePrpsInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$7,947,574,000BeginningYearBalanceAmt
Contributions$142,330,000ContributionsAmt
Investment Earnings Or Losses$666,151,000InvestmentEarningsOrLossesAmt
Grants Or Scholarships$59,278,629GrantsOrScholarshipsAmt
Other Expenditures$309,858,371OtherExpendituresAmt
End Year Balance$8,386,918,000EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$7,478,167,000BeginningYearBalanceAmt
Contributions$137,388,000ContributionsAmt
Investment Earnings Or Losses$699,060,000InvestmentEarningsOrLossesAmt
Grants Or Scholarships$57,423,395GrantsOrScholarshipsAmt
Other Expenditures$309,617,605OtherExpendituresAmt
End Year Balance$7,947,574,000EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$7,588,029,000BeginningYearBalanceAmt
Contributions$210,532,000ContributionsAmt
Investment Earnings Or Losses$75,343,000InvestmentEarningsOrLossesAmt
Grants Or Scholarships$54,569,108GrantsOrScholarshipsAmt
Other Expenditures$341,167,892OtherExpendituresAmt
End Year Balance$7,478,167,000EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$7,501,116,000BeginningYearBalanceAmt
Contributions$269,199,000ContributionsAmt
Investment Earnings Or Losses$157,310,000InvestmentEarningsOrLossesAmt
Grants Or Scholarships$53,907,452GrantsOrScholarshipsAmt
Other Expenditures$285,688,548OtherExpendituresAmt
Administrative Expenses$0AdministrativeExpensesAmt
End Year Balance$7,588,029,000EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$6,283,130,000BeginningYearBalanceAmt
Contributions$516,836,000ContributionsAmt
Investment Earnings Or Losses$1,075,117,000InvestmentEarningsOrLossesAmt
Grants Or Scholarships$48,218,677GrantsOrScholarshipsAmt
Other Expenditures$325,748,323OtherExpendituresAmt
Administrative Expenses$0AdministrativeExpensesAmt
End Year Balance$7,501,116,000EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.504BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.188PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.308TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$31,036,168OtherCostOrOtherBasisAmt
Book Value$31,036,168BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$4,351,713,264OtherCostOrOtherBasisAmt
Depreciation$1,329,284,430DepreciationAmt
Book Value$3,022,428,834BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$39,829,487OtherCostOrOtherBasisAmt
Depreciation$17,866,525DepreciationAmt
Book Value$21,962,962BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$651,032,995OtherCostOrOtherBasisAmt
Depreciation$468,426,334DepreciationAmt
Book Value$182,606,661BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$3,258,034,625TotalBookValueLandBuildingsAmt

Financial Derivatives FinancialDerivativesGrp

FieldValueIRS element (for citing)
Book Value$2,424,851,151BookValueAmt
Method ValuationFMethodValuationCd

Other Securities OtherSecuritiesGrp

FieldValueIRS element (for citing)
DescEquity, fixed income, real assets, etcDesc
Book Value$6,908,445,873BookValueAmt
Method ValuationFMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Securities$9,333,297,024TotalBookValueSecuritiesAmt
Federal Income Tax Liability$1,443,376FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (8 entries)

DescDescAmtAmt
Deposits payable, actuarial liability of annuities payable$154,743,199
Government advances for student loans$19,077,000
Asset retirement obligations$3,252,965
Taxable bonds - series 2012$199,086,396
Taxable bonds - series 2013$563,401,757
Taxable bonds - series 2015$497,336,750
Taxable bonds - series 2017$497,477,310
Other debt payable - lines of credit$115,000,000
FieldValueIRS element (for citing)
Total Liability$2,050,818,753TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule D, Part III, Line 1a ART COLLECTIONSEXPLANATION: THE UNIVERSITY DOES NOT CAPITALIZE COLLECTIONS. AS STATED IN THE UNIVERSITY NOTES TO THE FINANCIAL STATEMENTS, THE ACCOUNTING POLICY FOR LIBRARY COLLECTIONS IS TO EXPENSE ALL PURCHASES. MUSEUM PURCHASES ARE ACCOUNTED FOR SIMILARLY. GIFTS OF ART AND SIMILAR TANGIBLE PERSONAL PROPERTY ARE ACCOUNTED FOR AS GIFTS-IN-KIND.
Schedule D, Part X LINE 1(4) - ASSET RETIREMENT OBLIGATIONSTHE UNIVERSITY RECORDS ALL KNOWN ASSET RETIREMENT OBLIGATIONS (ARO) FOR WHICH THE FAIR VALUE OF THE LIABILITY CAN BE REASONABLY ESTIMATED, INCLUDING CERTAIN OBLIGATIONS RELATING TO REGULATORY REMEDIATION. ARO COVERED INCLUDE THOSE FOR WHICH AN ENTITY HAS A LEGAL OBLIGATION TO PERFORM AN ASSET RETIREMENT ACTIVITY; HOWEVER, THE TIMING AND/OR METHOD OF SETTLING THE OBLIGATION ARE CONDITIONAL ON A FUTURE EVENT THAT MAY OR MAY NOT BE WITHIN THE CONTROL OF THE ENTITY.
Schedule D, Part V, Line 4 Intended uses of endowment fundsThe University's endowment funds purposes include instruction, research, library collections, scholarships and awards, and building construction.
Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnoteThe University makes an assessment of individual tax positions and follows a process for recognition and measurement of uncertain tax positions. Tax positions are evaluated on whether they meet the "more likely than not" standard for sustainability on examination by tax authorities.

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 (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule E, Part I, Line 3 RACIALLY NONDISCRIMINATORY POLICYPolicies are included in student, faculty, and staff handbooks and the student course catalog. Policies are posted on University websites, posted throughout campus including student centers and the admissions office, and distributed to undergraduate students.
Schedule E, Part I, Line 6(a) FINANCIAL AID OR ASSISTANCE FROM A GOVERNMENTThe University receives financial support from agencies of the federal and state government for research and instructional purposes, including for financial aid to students.
Schedule E, Part I, Line 7 RACIAL NONDISCRIMINATION COMPLIANCENORTHWESTERN UNIVERSITY DOES NOT DISCRIMINATE OR PERMIT DISCRIMINATION BY ANY MEMBER OF ITS COMMUNITY AGAINST ANY INDIVIDUAL ON THE BASIS OF RACE, COLOR, RELIGION, NATIONAL ORIGIN, SEX, PREGNANCY, SEXUAL ORIENTATION, GENDER IDENTITY, GENDER EXPRESSION, PARENTAL STATUS, MARITAL STATUS, AGE, DISABILITY, CITIZENSHIP STATUS, OR VETERAN STATUS, OR GENETIC INFORMATION, OR ANY OTHER CLASSIFICATION PROTECTED BY LAW IN MATTERS OF ADMISSIONS, EMPLOYMENT, HOUSING, OR SERVICES OR IN THE EDUCATIONAL PROGRAMS OR ACTIVITIES IT OPERATES.

Schedule F IRS990ScheduleF

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

Account Activities Outside US AccountActivitiesOutsideUSGrp (42 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
Middle East and North Africa1424,Maintaining offices, employees, or agentsInternational campus in Doha, Qatar for students in journalism and communication$50,641,657
East Asia and the Pacific00Grantmaking$567,685
Europe (Including Iceland and Greenland)00Grantmaking$2,497,282
Middle East and North Africa00Grantmaking$140,406
North America (Canada & Mexico only)00Grantmaking$789,948
South America00Grantmaking$131,645
South Asia00Grantmaking$29,792
Sub-Saharan Africa00Grantmaking$662,277
East Asia and the Pacific00,Program-Related Investments$10,000
Europe (Including Iceland and Greenland)00,Program-Related Investments$36,234
Central America and the Caribbean00Unrelated Business Activities$784
East Asia and the Pacific00Unrelated Business Activities$1,018
Europe (Including Iceland and Greenland)00Unrelated Business Activities$8,822
Middle East and North Africa00Unrelated Business Activities$2,947
North America (Canada & Mexico only)00Unrelated Business Activities$1,038
South America00Unrelated Business Activities$416
Sub-Saharan Africa00Unrelated Business Activities$682
Central America and the Caribbean00Program ServicesBusiness travel abroad (includes travel to attend seminars and conferences and research-related travel)$88,836
East Asia and the Pacific00Program ServicesBusiness travel abroad (includes travel to attend seminars and conferences and research-related travel)$1,842,974
Europe (Including Iceland and Greenland)00Program ServicesBusiness travel abroad (includes travel to attend seminars and conferences and research-related travel)$3,657,880
Middle East and North Africa00Program ServicesBusiness travel abroad (includes travel to attend seminars and conferences and research-related travel)$914,437
North America (Canada & Mexico only)00Program ServicesBusiness travel abroad (includes travel to attend seminars and conferences and research-related travel)$554,279
Russia and Neighboring States00Program ServicesBusiness travel abroad (includes travel to attend seminars and conferences and research-related travel)$66,142
South America00Program ServicesBusiness travel abroad (includes travel to attend seminars and conferences and research-related travel)$269,052
South Asia00Program ServicesBusiness travel abroad (includes travel to attend seminars and conferences and research-related travel)$161,466
Sub-Saharan Africa00Program ServicesBusiness travel abroad (includes travel to attend seminars and conferences and research-related travel)$351,397
Central America and the Caribbean00Program ServicesStudy abroad programs and courses abroad$577,681
East Asia and the Pacific00Program ServicesStudy abroad programs and courses abroad$2,280,988
Europe (Including Iceland and Greenland)00Program ServicesStudy abroad programs and courses abroad$3,769,835
Middle East and North Africa00Program ServicesStudy abroad programs and courses abroad$1,044,384
North America (Canada & Mexico only)00Program ServicesStudy abroad programs and courses abroad$742,027
South America00Program ServicesStudy abroad programs and courses abroad$411,156
South Asia00Program ServicesStudy abroad programs and courses abroad$152,065
Sub-Saharan Africa00Program ServicesStudy abroad programs and courses abroad$889,278
East Asia and the Pacific00Fundraising$210,288
Europe (Including Iceland and Greenland)00Fundraising$103,539
Middle East and North Africa00Fundraising$17,296
North America (Canada & Mexico only)00Fundraising$10,848
Central America and the Caribbean00Investments$2,586,000,000
Europe (Including Iceland and Greenland)00Investments$361,200,000
North America (Canada & Mexico only)00Investments$85,360,000
Sub-Saharan Africa00Investments$105,260,000
FieldValueIRS element (for citing)
Subtotal Offices1SubtotalOfficesCnt
Subtotal Employees424SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office1TotalOfficeCnt
Total Employee424TotalEmployeeCnt
Subtotal Spent$55,521,951SubtotalSpentAmt
Continuation Spent$3,155,936,530ContinuationSpentAmt
Total Spent$3,211,458,481TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp (27 entries)

RegionRegionTxtPurpose Of GrantPurposeOfGrantTxtCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxt
South AsiaSupport of charitable organization$12,500ACH Direct Deposit or Check
Middle East and North AfricaSupport of research activities$29,006ACH Direct Deposit or Check
Europe (Including Iceland and Greenland)Support of research activities$149,040ACH Direct Deposit or Check
North America (Canada & Mexico only)Support of research activities$11,860ACH Direct Deposit or Check
North America (Canada & Mexico only)Support of research activities$16,440ACH Direct Deposit or Check
Europe (Including Iceland and Greenland)Support of research activities$41,382ACH Direct Deposit or Check
Europe (Including Iceland and Greenland)Support of research activities$191,886ACH Direct Deposit or Check
Sub-Saharan AfricaSupport of research activities$148,735ACH Direct Deposit or Check
Sub-Saharan AfricaSupport of research activities$43,951ACH Direct Deposit or Check
Sub-Saharan AfricaSupport of research activities$20,941ACH Direct Deposit or Check
North America (Canada & Mexico only)Support of research activities$119,729ACH Direct Deposit or Check
North America (Canada & Mexico only)Support of research activities$5,650ACH Direct Deposit or Check
Middle East and North AfricaSupport of research activities$85,842ACH Direct Deposit or Check
East Asia and the PacificSupport of research activities$93,611ACH Direct Deposit or Check
South AsiaSupport of charitable organization$12,000ACH Direct Deposit or Check
Sub-Saharan AfricaSupport of research activities$130,672ACH Direct Deposit or Check
North America (Canada & Mexico only)Support of research activities$9,230ACH Direct Deposit or Check
North America (Canada & Mexico only)Support of research activities$16,655ACH Direct Deposit or Check
North America (Canada & Mexico only)Support of research activities$22,753ACH Direct Deposit or Check
North America (Canada & Mexico only)Support of research activities$580,404ACH Direct Deposit or Check
East Asia and the PacificSupport of research activities$118,373ACH Direct Deposit or Check
Sub-Saharan AfricaSupport of research activities$67,276ACH Direct Deposit or Check
Europe (Including Iceland and Greenland)Support of research activities$14,929ACH Direct Deposit or Check
Sub-Saharan AfricaSupport of research activities$22,317ACH Direct Deposit or Check
Sub-Saharan AfricaSupport of research activities$106,415ACH Direct Deposit or Check
Europe (Including Iceland and Greenland)Support of research activities$130,538ACH Direct Deposit or Check
South AsiaSupport of research activities$5,292ACH Direct Deposit or Check
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt
Total Other Org26TotalOtherOrgCnt

Foreign Individuals Grants ForeignIndividualsGrantsGrp (6 entries)

Type Of AssistanceTypeOfAssistanceTxtRegionRegionTxtRecipientRecipientCntCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxt
Grants disbursed during student's enrollment in international programEast Asia and the Pacific23$355,701Applied to student account; credits are refunded by check
Grants disbursed during student's enrollment in international programEurope (Including Iceland and Greenland)151$1,969,507Applied to student account; credits are refunded by check
Grants disbursed during student's enrollment in international programMiddle East and North Africa3$25,558Applied to student account; credits are refunded by check
Grants disbursed during student's enrollment in international programNorth America (Canada & Mexico only)4$7,227Applied to student account; credits are refunded by check
Grants disbursed during student's enrollment in international programSouth America15$131,645Applied to student account; credits are refunded by check
Grants disbursed during student's enrollment in international programSub-Saharan Africa16$121,970Applied to student account; credits are refunded by check
FieldValueIRS element (for citing)
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 CountriesYes (true)BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule F, Part I, Line 2 Procedures for monitoring use of grant fundsGrants or other assistance are awarded to foreign organizations or entities pursuant to the University policies and procedures for all grant subawards. Such subawards are monitored through the University's office for Sponsored Research (OSR) and the University's office of Accounting Services for Research and Sponsored Programs (ASRSP). All subaward documentation including purchase orders, related charges and invoices are reviewed and monitored by ASRSP and confirmed with the principal investigator. The principal investigator must certify that the subaward costs are in accordance with the Office of Management and Budget's (OMB) Uniform Guidance (Uniform Administrative Requirements, Cost Principles, and Audit Requirements); also, ASRSP requests and collects audit reports from subaward recipients to monitor compliance, as required by the Uniform Guidance. If the information is not furnished to ASRSP, payment may be withheld.
Schedule F, Part II, Line 1 Method used to account for cash grantsIn connection with the monitoring of subawards through OSR, approved purchase orders and invoices are documented and accounted for in the University's electronic financial recording system, and such amounts are reflected in Part II, Line 1. Of the 27 organizations that received grants in Part II, 19 are universities, colleges, and hospitals; 3 are research centers; one is a healthcare NGO; and one is a section 501(c)(3) organization.
Schedule F, Part III(c) Estimated number of recipientsCash grants given to individuals are recorded in an electronic reporting tool. The data recorded includes information as to participation by undergraduate students in study abroad programming. Individual recipients of cash grants are coded with unique identifying numbers. Grants associated with undergraduate students coded as participating in a study abroad are reviewed to assess whether there is an overlap between the grant disbursement date and the date of the applicable study abroad program. The number of such students, based on their unique identifying numbers, are summed and reflected in Part III, column (c).
Schedule F, Part I, Line 1 Program ServicesThe program services listed in Part I reflect international educational programs in which the University has material involvement in the design, development and/or control of the program and/or curriculum. While Northwestern University provides its students with access to a multitude of study abroad programs and exchanges located throughout the world, the University does not administer or operate the educational courses taught by all of these programs. Rather, under reciprocity and affiliation agreements, the University helps facilitate its students' access to such international programs and recognizes credit earned by students at such foreign educational institutions, and such exchange programs are excluded from Schedule F, Part I. Under Northwestern University's current accounting procedures, all expenses associated with study abroad programs are not separately tracked, and therefore some expenditures per program are not listed in Part I, column (f).
Schedule F, Part I, Line 3(f) Method used to account for expendituresExpenditures reported in Part I are prepared using the accrual method of accounting. University activities are assigned a unique identifying number. Direct expenses are recorded with respect to each activity in the University's electronic financial recording system. Such direct expenses, for the relevant tax year, are reflected in column (f)

Schedule G IRS990ScheduleG

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

Fundraiser Activity Info FundraiserActivityInfoGrp (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdActivityActivityTxtFundraiser Control Of FundsFundraiserControlOfFundsIndRetained By ContractorRetainedByContractorAmtNet To OrganizationNetToOrganizationAmtGross ReceiptsGrossReceiptsAmt
Alexander Ross Group
2406 Prairie AveEvanstonIL60201Fundraising campaign consultantfalse$97,837-$97,837
Elisa Lewis Kline
578 Woodland Lane NNorthfieldIL60093Fundraising campaign consultantfalse$23,769-$23,769
Marcy B Waldinger Consulting LLC
3228 West Dobson PlaceAnn ArborMI48105Grant application assistancefalse$43,133-$43,133
Meeting Achievements Inc
232 E 500 NValparaisoIN46383Symposium sponsorship solicitorYes (true)$125,183$699,392$824,575
Stelter
10435 New York AveDes MoinesIA50322Fundraising marketing consultantfalse$119,960-$119,960
Timothy Volpe
1360 Verano DrivePalm SpringsCA92264Grant application assistancefalse$14,587-$14,587
FieldValueIRS element (for citing)
Total Gross Receipts$824,575TotalGrossReceiptsAmt
Total Retained By Contractors$424,469TotalRetainedByContractorsAmt
Total Net To Organization$400,106TotalNetToOrganizationAmt
Licensed StatesCALicensedStatesCd
Licensed StatesCOLicensedStatesCd
Licensed StatesCTLicensedStatesCd
Licensed StatesDELicensedStatesCd
Licensed StatesDCLicensedStatesCd
Licensed StatesFLLicensedStatesCd
Licensed StatesGALicensedStatesCd
Licensed StatesALLicensedStatesCd
Licensed StatesHILicensedStatesCd
Licensed StatesIDLicensedStatesCd
Licensed StatesILLicensedStatesCd
Licensed StatesINLicensedStatesCd
Licensed StatesIALicensedStatesCd
Licensed StatesKSLicensedStatesCd
Licensed StatesKYLicensedStatesCd
Licensed StatesLALicensedStatesCd
Licensed StatesMELicensedStatesCd
Licensed StatesAKLicensedStatesCd
Licensed StatesMDLicensedStatesCd
Licensed StatesMALicensedStatesCd
Licensed StatesMILicensedStatesCd
Licensed StatesMNLicensedStatesCd
Licensed StatesMSLicensedStatesCd
Licensed StatesMOLicensedStatesCd
Licensed StatesMTLicensedStatesCd
Licensed StatesNELicensedStatesCd
Licensed StatesNVLicensedStatesCd
Licensed StatesNHLicensedStatesCd
Licensed StatesNJLicensedStatesCd
Licensed StatesNMLicensedStatesCd
Licensed StatesNYLicensedStatesCd
Licensed StatesNCLicensedStatesCd
Licensed StatesNDLicensedStatesCd
Licensed StatesOHLicensedStatesCd
Licensed StatesOKLicensedStatesCd
Licensed StatesORLicensedStatesCd
Licensed StatesPALicensedStatesCd
Licensed StatesAZLicensedStatesCd
Licensed StatesRILicensedStatesCd
Licensed StatesSCLicensedStatesCd
Licensed StatesSDLicensedStatesCd
Licensed StatesTNLicensedStatesCd
Licensed StatesTXLicensedStatesCd
Licensed StatesUTLicensedStatesCd
Licensed StatesVTLicensedStatesCd
Licensed StatesVALicensedStatesCd
Licensed StatesWALicensedStatesCd
Licensed StatesWVLicensedStatesCd
Licensed StatesWILicensedStatesCd
Licensed StatesWYLicensedStatesCd

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1Dance MarathonEvent1Nm
Gross Receipts Event1$1,286,421GrossReceiptsEvent1Amt
Charitable Contri Event1$1,047,548CharitableContriEvent1Amt
Gross Revenue Event1$238,873GrossRevenueEvent1Amt
Cash Prizes Event1$0CashPrizesEvent1Amt
Non Cash Prizes Event1$0NonCashPrizesEvent1Amt
Rent Facility Costs Event1$104,285RentFacilityCostsEvent1Amt
Food And Beverage Event1$0FoodAndBeverageEvent1Amt
Other Direct Expenses Event1$15,689OtherDirectExpensesEvent1Amt
Event2Global Health BenefitEvent2Nm
Gross Receipts Event2$802,560GrossReceiptsEvent2Amt
Charitable Contri Event2$787,380CharitableContriEvent2Amt
Gross Revenue Event2$15,180GrossRevenueEvent2Amt
Cash Prizes Event2$0CashPrizesEvent2Amt
Non Cash Prizes Event2$0NonCashPrizesEvent2Amt
Rent Facility Costs Event2$0RentFacilityCostsEvent2Amt
Food And Beverage Event2$66,641FoodAndBeverageEvent2Amt
Entertainment Event2$900EntertainmentEvent2Amt
Other Direct Expenses Event2$28,446OtherDirectExpensesEvent2Amt
Other Events Total13OtherEventsTotalCnt
Gross Receipts Other Events$1,431,231GrossReceiptsOtherEventsAmt
Charitable Contri Other Events$895,386CharitableContriOtherEventsAmt
Gross Revenue Other Events$535,845GrossRevenueOtherEventsAmt
Cash Prizes Other Events$0CashPrizesOtherEventsAmt
Non Cash Prizes Other Events$0NonCashPrizesOtherEventsAmt
Rent Fclty Costs Other Events$139,350RentFcltyCostsOtherEventsAmt
Food And Beverage Other Events$150,540FoodAndBeverageOtherEventsAmt
Entertainment Other Events$7,749EntertainmentOtherEventsAmt
Oth Direct Expnss Other Events$125,471OthDirectExpnssOtherEventsAmt
Gross Receipts Total$3,520,212GrossReceiptsTotalAmt
Charitable Contributions Tot$2,730,314CharitableContributionsTotAmt
Gross Revenue Total Events$789,898GrossRevenueTotalEventsAmt
Cash Prizes Total Events$0CashPrizesTotalEventsAmt
Non Cash Prizes Total Events$0NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events$243,635RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$217,181FoodAndBeverageTotalEventsAmt
Entertainment Total Events$8,649EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$169,606OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$639,071DirectExpenseSummaryEventsAmt
Net Income Summary$150,827NetIncomeSummaryAmt

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule G, Part I, Line 3 State Solicitation RegistrationsNo registration is required in Arizona, Delaware, Idaho, Indiana, Iowa, Nebraska, South Dakota, Texas, Vermont, and Wyoming.
Schedule G, Part I, Line 2b(v) Reimbursement of ExpensesThe following professional fundraisers received reimbursements for expenses associated with their services to the University (the amount of expenses reimbursed as reflected): Alexander Ross Group ($4,892), Marcy B. Waldinger Consulting LLC ($1,533), Meeting Achievements ($1,914), and Stelter ($11,663), all in accordance with written agreements specifying reimbursement of expenses.
Schedule G, Part I, Line 2b(iii) Custody of fundsMeeting Achievements received $230,000 of funds on behalf of the University and remitted the entire amount to the University.
Schedule G, Part I, Line 2b(ii) Describe the custody or control arrangement.MEETING ACHIEVEMENTS INC.-MEETING ACHIEVEMENTS RECEIVED $230,000 OF FUNDS ON BEHALF OF THE UNIVERSITY AND REMITTED THE ENTIRE AMOUNT TO THE UNIVERSITY.;
Schedule G, Part I, Line 2b(v) payment of fees or payment of expensesALEXANDER ROSS GROUP-ALEXANDER ROSS GROUP RECEIVED $4,892 FOR EXPENSES AS AGREED IN ASSOCIATION WITH SERVICES TO THE UNIVERSITY.;MARCY B. WALDINGER CONSULTING, LLC-MARCY B. WALDINGER CONSULTING, LLC RECEIVED REIMBURSEMENTS FOR EXPENSES OF $1,533 AS AGREED IN ASSOCIATION WITH SERVICES TO THE UNIVERSITY.;MEETING ACHIEVEMENTS INC.-MEETING ACHIEVEMENTS RECEIVED REIMBURSEMENTS FOR EXPENSES OF $1,914 AS AGREED IN ASSOCIATION WITH SERVICES TO THE UNIVERSITY.;STELTER-STELTER RECEIVED REIMBURSEMENTS FOR EXPENSES OF $11,663 AS AGREED FOR PRINTING AND POSTAGE IN ASSOCIATION WITH SERVICES PROVIDED TO THE UNIVERSITY.;

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (288 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxtAddress Line2USAddress/AddressLine2Txt
Access Community Health Network
222 N Canal StChicagoIL60606363317058501(c)(3)$69,918Support of research activities
Adler Planetarium & Astronomy Museum
1300 South Lake Shore DriveChicagoIL60605366210902501(c)(3)$69,064Support of research activities
Adventist Health SystemSunbelt Inc
601 E Rollins StOrlandoFL32803591479658501(c)(3)$6,649Support of research activities
Aging & In-Home Services of Northeast Indiana Inc
2927 Lake AvenueFort WayneIN46805351341437501(c)(3)$16,702Support of research activities
AHS Hospital Corp
475 South StreetMorristownNJ07962521958352$22,620Support of research activities
AIDS Arms Inc
219 Sunset AveDallasTX75208752306145501(c)(3)$326,105Support of research activities
AIDS Foundation of Chicago
200 W Jackson Blvd Suite 2100ChicagoIL60606363412054501(c)(3)$6,259Support of research activities
Albany Medical College
47 New Scotland Ave MC70AlbanyNY12208141338310501(c)(3)$13,655Support of research activities
Albert Einstein College of Medicine Inc
1300 Morris Park AvenueBronxNY10461472209056501(c)(3)$48,141Support of research activities
Alliance of Chicago Community Health Services LLC
215 W Ohio St 4th FloorChicagoIL60654364444309$1,291,684Support of research activities
American Institutes for Research
1000 Thomas Jefferson St NWWashingtonDC20007250965219501(c)(3)$86,759Support of research activities
American Medical Association
515 N State StreetChicagoIL60654366080517501(c)(3)$264,512Support of research activities
Ann & Robert H Lurie Children's Hospital of Chicago
225 E Chicago AvenueChicagoIL60611362170833501(c)(3)$4,632,908Support of research activities
Arizona State University
Office of Research and Spon ProjTempeAZ85287860196696501(c)(3)$14,764Support of research activitiesPO BOX 876011
Augusta University Research Institute Inc
PO Box 945552AtlantaGA303945552581418202501(c)(3)$8,752Support of research activities
Banner Health
10515 W Santa Fe DriveSun CityAZ85351450233470501(c)(3)$12,390Support of research activities
Baptist Hospital of Miami
8900 N Kendall DrMiamiFL33176590910342501(c)(3)$5,020Support of research activities
Baylor College of Medicine
1 Baylor PlazaHoustonTX77030741613878501(c)(3)$93,447Support of research activities
Baylor Research Institute
3310 Live Oak StreetDallasTX75204741613878501(c)(3)$123,387Support of research activitiesSuite 501
Beckman Research Institute of the City of Hope
1500 East Duarte RoadDuarteCA91010953432210501(c)(3)$22,298Support of research activities
Boston Medical Center
One Boston Medical Center PlBostonMA02118043314093501(c)(3)$924,908Support of research activities
Boston University
One Silber WayBostonMA02115042103547501(c)(3)$562,671Support of research activities
Boys & Girls Clubs of Chicago
550 W Van Buren StreetChicagoIL60607362166997501(c)(3)$59,610Support of research activitiesSuite 350
Brigham and Women's Hospital
75 Francis StBostonMA02115042312909501(c)(3)$573,754Support of research activities
Brigham Young University
A-285 ASBProvoUT846021231870217280501(c)(3)$5,610Support of research activities
Brown University
45 Prospect StreetProvidenceRI02912050258809501(c)(3)$117,847Support of research activities
California State University Fullerton
800 North State College BlvdFullertonCA92831952081258115$20,374Support of research activities
California State University Northridge
18111 Nordhoff StreetNorthridgeCA91330954358677115$179,237Support of research activities
Campbell-Kibler Associates Inc
80 Lakeside DrGrotonMA01450043297519$16,540Support of research activities
Canfield Scientific Inc
253 Passaic AvenueFairfieldNJ070042524222938062$7,078Support of research activities
Cardiac Surgery Clinical Research Center Inc
4400 West 95th St Suite 205Oak LawnIL60453364437722501(c)(3)$18,667Support of research activities
CareIT Health LLC
5307 S Hyde Park BlvdChicagoIL60615371760920$56,216Support of research activitiesUnit 2N
Carnegie Mellon University
5000 Forbes AvePittsburghPA15213250969449501(c)(3)$48,093Support of research activities
Case Western Reserve University
10900 Euclid AveClevelandOH44106341018992501(c)(3)$15,093Support of research activities
Cedars-Sinai Medical Center
8700 Beverly BlvdHollywoodCA90048951644600501(c)(3)$465,106Support of research activities
Center on Halsted
3656 Halsted StreetChicagoIL60613510178807501(c)(3)$9,057Support of research activities
Chicago Academy of Sciences
2430 North Cannon DriveChicagoIL60614360895575501(c)(3)$25,000Support of research activities
Chicago Association for Research and Education in Science
5000 S 5th AvenueHinesIL60141363334177501(c)(3)$47,910Support of research activitiesBuilding One Room C303
Chicago Botanic Garden
1000 Lake Cook RoadGlencoeIL60022362225482501(c)(3)$415,000Support of research activities
Children's Hospital Boston
300 Longwood AvenueBostonMA021155724042774441501(c)(3)$161,146Support of research activities
Children's Hospital Los Angeles
4650 Sunset Blvd Mail Stop 97Los AngelesCA90027956121916501(c)(3)$9,278Support of research activities
Children's Hospital of Philadelphia
34th Street and Civic Center BlvdPhiladelphiaPA19104231352166501(c)(3)$278,467Support of research activities
Children's Research Institute
111 Michigan Ave NWWashingtonDC20010521654453501(c)(3)$192,297Support of research activities
Chinese American Service League
2141 S Tan CtChicagoIL60616362984043501(c)(3)$78,327Support of research activities
Cincinnati Children's Hospital Medical Center
3333 Burnet AveCincinnatiOH45229310833936501(c)(3)$261,893Support of research activities
Citizens United for Research in Epilepsy
430 West Erie StreetChicagoIL60654364253176501(c)(3)$6,000Support of research activities
City of Evanston
2100 Ridge AveEvanstonIL60201366005870115$1,000,000Support of commmunity organization
CJE SeniorLife
Bernard Horwich BuildingChicagoIL60645362727597501(c)(3)$16,228Support of research activities3003 W Touhy Ave
Clark University
950 Main StreetWorcesterMA01610042111203501(c)(3)$53,965Support of research activities
Clemson University
300 Brackett Hall 321 Calhoun DriveClemsonSC29634576000254115$6,608Support of research activities
Cleveland Clinic
9500 Euclid AvenueClevelandOH44195340714585501(c)(3)$166,554Support of research activities
Clinical Directors Network Inc
5 W 37th Street 10th FloorNew YorkNY10010141717344$16,517Support of research activities
Colorado School of Mines
1500 Illinois StreetGoldenCO80401846000551115$224,289Support of research activities
Columbia University
615 W 131st StNew YorkNY10027131624202501(c)(3)$392,684Support of research activities
Community Action Project of Tulsa County Inc
4606 S Garnett Ste 100TulsaOK74146731019247501(c)(3)$89,047Support of research activities
Construction Technology Laboratories Inc
5400 Old Orchard RoadSkokieIL60077363478051$23,586Support of research activities
Cornell University
222 Day HallIthacaNY14853150532082501(c)(3)$677,256Support of research activities
Corporation for the Advancement of Policy Evaluation
PO Box 2393PrincetonNJ08543521645606$221,568Support of research activities
Cradles to Crayons
150 North Beacon StreetBrightonMA02135043584367501(c)(3)$896,881Charitable fundraising conducted by student organization
Dana-Farber Cancer Institute
44 Binney StBostonMA02115042263040501(c)(3)$34,346Support of research activities
Dartmouth College
420 Lexington AveNew YorkNY10170020222111501(c)(3)$7,110Support of research activities
Denver Nephrology
130 Rampart Way Suite 300BDenverCO80230840591433$32,563Support of research activities
DePaul University
1 E JacksonChicagoIL60604362167048501(c)(3)$212,086Support of research activities
Dimension Inx LLC
303 E Superior StChicagoIL60611813581892$32,376Support of research activities
Drexel University
Office of ResearchPhiladelphiaPA19104231352630501(c)(3)$14,790Support of research activities3201 Arch Street Suite 100
Duke University
2200 West Main StDurhamNC27705560532129501(c)(3)$1,353,712Support of research activitiesErwin Square Suite 820
Eastern Virginia Medical School
PO Box 1980NorfolkVA23501546055378115$313,305Support of research activities
Emory University
201 Dowman DrAtlantaGA30322580566256501(c)(3)$292,776Support of research activities
Engineering and Software System Solutions Inc
550 West C Street Suite 1630San DiegoCA92101330976413$44,325Support of research activities
Enlace Chicago
2756 South Harding AveChicagoIL60623363727669501(c)(3)$15,230Support of research activities
Erie Family Health Center
1701 W Superior StChicagoIL60622363088628501(c)(3)$1,341,346Support of research activities
Evanston Community Foundation
1560 Sherman Avenue No 535EvanstonIL60201363466802501(c)(3)$104,875Charitable fundraising conducted by student organization
Evanston Township High School District 202
1600 Dodge AvenueEvanstonIL60201366004393115$16,031Support of research activities
EvanstonSkokie School District 65
1500 McDaniel AvenueEvanstonIL60201366007570115$47,384Support of research activities
Executive Frameworks Ltd
2705 W Agatite Ave 1ChicagoIL60625371450886$82,631Support of research activities
Exploratorium
Pier 17 Suite 100San FranciscoCA941111456941696494501(c)(3)$6,011Support of research activities
Fairview Health Services
2450 Riverside AvenueMinneapolisMN55454410991680501(c)(3)$26,862Support of research activities
Fayetteville State University
1200 Murchison RdFayettevilleNC28301561238736501(c)(3)$120,921Support of research activities
Feinstein Institute for Medical Research
350 Community DrManhassetNY11030112673595501(c)(3)$32,192Support of research activities
FirstVitals Health and Wellness Inc
PO Box 94526DanvilleCA94526273446639$13,325Support of research activities
Florida International University
Modesto A Maidique CampusMiamiFL331990001650177616501(c)(3)$84,486Support of research activities11200 SW 8 Street MARC 430
Florida State University
600 W College AveTallahasseeFL32306591961248115$62,617Support of research activities
Fordham University
441 E Fordham RoadBronxNY10458131740451501(c)(3)$62,102Support of research activities
Fred Hutchinson Cancer Research Center
1100 Fairview Ave N PO Box 19024SeattleWA98109123715607501(c)(3)$273,799Support of research activities
Friends of the Robert Crown Center
PO Box 8064EvanstonIL60204813741773501(c)(3)$333,333Support of commmunity organization
Geisinger Clinic
100 North Academy AvenueDanvillePA17822231995911501(c)(3)$379,844Support of research activities
Geneva Foundation
917 Pacific Ave Suite 600TacomaWA98402911593913501(c)(3)$18,052Support of research activities
George Mason University
4400 University Drive MSN 4C6FairfaxVA22030540836354501(c)(3)$26,832Support of research activitiesUniversity Hall Suite 3100
George Washington University
2121 I St NWWashingtonDC20052530196584501(c)(3)$199,554Support of research activities
Georgetown University
37th O Streets NW Box 571168WashingtonDC200571168530196603501(c)(3)$17,598Support of research activities
Georgia Institute of Technology
505 Tenth StAtlantaGA30332580603146501(c)(3)$97,394Support of research activities
Georgia State University
30 Courtland St NE Ste 217AtlantaGA30303581845423501(c)(3)$24,201Support of research activities
Gilda's Club
537 N WellsChicagoIL60654364115144501(c)(3)$10,000Support of research activities
Gingiber Labs
901 S Cedar StPalatineIL600677176465472360$113,765Support of research activities
H Lee Moffitt Cancer Center & Research Institute
12902 Magnolia AveTampaFL33612592451713501(c)(3)$9,449Support of research activities
Harvard University
Massachusetts HallCambridgeMA02138042103580501(c)(3)$634,272Support of research activities
HDT Expeditionary Systems Inc
30500 Aurora RoadSolonOH44139541251757$84,972Support of research activities
Health Quest Medical Practice PC
45 Reade PlPoughkeepsieNY12601562669185501(c)(3)$12,425Support of research activities
HealthPartners Institute
3311 E Old Shakopee RdBloomingtonMN554251361411670163501(c)(3)$161,630Support of research activities
Hektoen Institute for Medical Research
2240 W Ogden AveChicagoIL60612362244897501(c)(3)$520,119Support of research activities
Help at Home LLC
1 N State St Suite 800ChicagoIL60602362820808$6,000Support of research activities
Henry M Jackson Foundation for the Advancement of Military Medicine
6720-A Rockledge DrBethesdaMD20817521317896501(c)(3)$24,374Support of research activities
Hoosier Cancer Research Network Inc
500 N Meridian StreetIndianapolisIN46204260303542501(c)(3)$9,000Support of research activitiesSuite 100
Horizon Research Inc
326 Cloister CtChapel HillNC27514561550276$12,670Support of research activities
Howard Brown Health Center
4025 N Sheridan RoadChicagoIL60613362894128501(c)(3)$21,062Support of research activities
Icahn School of Medicine at Mount Sinai
One Gustave L Levy Place Box 1075New YorkNY10029136171197501(c)(3)$598,021Support of research activities
Illinois Department of Public Health
535 West Jefferson StreetSpringfieldIL62761010632628115$73,155Support of research activities
Illinois Institute of Technology
3300 South Federal StreetChicagoIL60616362170136501(c)(3)$75,996Support of research activities
Illinois Public Health Association
223 S 3rd StSpringfieldIL62701366108790501(c)(3)$73,220Support of research activities
Illinois Science and Technology Institute
222 W Merchandise Mart PlazaChicagoIL60654454092094501(c)(3)$23,917Support of research activities
Indiana Hemophilia & Thrombosis Center Inc
8402 Harcourt RoadIndianapolisIN46260352047838$20,841Support of research activities
Indiana University
509 E 3rd StreetBloomingtonIN47401356001673115$424,140Support of research activities
Innovations for Poverty Action
101 Whitney AveNew HavenCT06510061660068$8,304Support of research activities
Institute for Cancer Research (aka Fox Chase Cancer Center)
333 Cottman AvePhiladelphiaPA191112434236296135501(c)(3)$170,909Support of research activities
Institute for Clinical Research Inc
PO Box 29545WashingtonDC200170745521336656501(c)(3)$74,367Support of research activities
Iowa State University
3810 Beardshear HallAmesIA50011426004224115$11,155Support of research activities
J Craig Venter Institute
9704 Medical Center DrRockvilleMD20850521842938501(c)(3)$59,385Support of research activities
Jackson Laboratory
600 Main StreetBar HarborME04609010211513501(c)(3)$234,160Support of research activities
Jewish Federation of Metropolitan Chicago
30 S WellsChicagoIL60606362167034501(c)(3)$619,613Charitable fundraising conducted by student organization
Johns Hopkins University
Charles St and UniversityBaltimoreMD21210520595110501(c)(3)$772,092Support of research activities
Joslin Diabetes Center Inc
One Joslin PlaceBostonMA02215042203836501(c)(3)$129,693Support of research activities
Juvenile Protective Association
1707 N Halsted StreetChicagoIL60614362167765501(c)(3)$25,000Support of research activities
Kaiser Foundation Research Institute
3800 N Interstate AvePortlandOR97227941105628501(c)(3)$81,864Support of research activities
Kentucky Refugee Ministries
969-B Cherokee RoadLouisvilleKY40204611229842501(c)(3)$50,000Support of community organization
Les Turner ALS foundation
5550 Touhy AvenueSkokieIL60077362916466501(c)(3)$5,500Support of research activitiesSuite 302
Louis Stokes Cleveland VA Medical Center
10701 East BoulevardClevelandOH44106341710663501(c)(3)$81,560Support of research activities
Loyola University Chicago
1032 W Sheridan RdChicagoIL60660361408475501(c)(3)$34,361Support of research activities
Lynn Sage Cancer Research Foundation
541 North Fairbanks CourtChicagoIL60611363727715501(c)(3)$10,000Support of research activities
Lyric Opera of Chicago
20 N Wacker DriveChicagoIL60606366008929501(c)(3)$7,500Support of research activities
MarketLab Research Inc
100 Penn Square East Suite 1200PhiladelphiaPA19107232502559$1,254,373Support of research activities
Massachusetts General Hospital
55 Fruit StBostonMA02114041564655501(c)(3)$481,911Support of research activities
Massachusetts Institute of Technology
77 Massachusetts AveCambridgeMA02142042103594501(c)(3)$91,563Support of research activities
Mayo Clinic Arizona
13400 East Shea BlvdScottsdaleAZ85259860800150501(c)(3)$388,573Support of research activities
Mayo Clinic Jacksonville
4500 San Pablo RdJacksonvilleFL32224593337028501(c)(3)$215,685Support of research activities
Mayo Clinic Rochester
200 First St SWRochesterMN55905416011702501(c)(3)$222,365Support of research activities
Medical College of Wisconsin
8701 Watertown Plank RdMilwaukeeWI53226390806261501(c)(3)$335,678Support of research activities
Medical Research Analytics and Informatics Alliance
20 North Wacker Drive c/o TechNexusChicagoIL60606453007467$244,544Support of research activities
Medical University of South Carolina
179 Ashley AveCharlestonSC29425576000722115$106,716Support of research activities
Memorial Hospital of Rhode Island
111 Brewster StPawtucketRI02680050259004501(c)(3)$30,841Support of research activities
Memorial Sloan-Kettering Cancer Center
1275 York AveNew YorkNY10065131624182501(c)(3)$183,888Support of research activities
Mercy Hospital & Medical Center
2525 S Michigan AveChicagoIL60616362170152501(c)(3)$141,296Support of research activities
MetaStar Inc
2909 Landmark PlaceMadisonWI53713391332612501(c)(3)$234,534Support of research activities
Methodist Hospital
6670 Bertner StreetHoustonTX77030870721923501(c)(3)$34,688Support of research activities
Metropolitan Asian Family Services
505 N RoselleRoselleIL601721013363925432$20,165Support of research activities
Michigan State University
113 Angell BldgEast LansingMI48824386005984115$98,095Support of research activities
Midwestern University
555 31st StDowners GroveIL60515363377698501(c)(3)$6,508Support of research activities
Millennium Park Foundation
201 East RandolphChicagoIL60601364244167501(c)(3)$10,000Support of research activities
Mind Research Network
1101 Yale Blvd NEAlbuquerqueNM87106850457562501(c)(3)$60,027Support of research activities
Missouri University of Science and Technology
300 W 12th St 202 Centennial HallRollaMO65401436003859115$26,872Support of research activities
Myomo Inc
One BroadwayCambridgeMA02142470944526$51,951Support of research activities14th Floor
National Bureau of Economic Research Inc
1050 Massachusetts AveCambridgeMA02138131641075501(c)(3)$22,395Support of research activities
National Jewish Health
1400 Jackson StDenverCO80206742044647501(c)(3)$64,283Support of research activities
Neighborhood Health Group LLC
5860 W Higgins AveChicagoIL60630981107218$354,762Support of research activities
New Jersey Institute of Technology
323 Dr Martin Luther King Jr BlvdNewarkNJ07102226000910115$35,624Support of research activities
New York University (aka New York University School of Medicine)
665 BroadwayNew YorkNY100122331135562308501(c)(3)$222,204Support of research activities
North Carolina State University
2711 Founders DrRaleighNC27695566000756115$32,299Support of research activities
Northern Illinois University
1425 W Lincoln HwyDeKalbIL60115366086819501(c)(3)$557,539Support of research activities
NorthShore University HealthSystem Research Institute
2650 Ridge AveEvanstonIL60201364191793501(c)(3)$1,127,357Support of research activities
Northwestern Medical Faculty Foundation Inc
680 N Lake Shore DrChicagoIL60611363097297501(c)(3)$856,000Support of research activities
Northwestern Memorial Hospital
240 E Ontario StreetChicagoIL60611370960170501(c)(3)$13,827Support of research activities
Northwestern University Settlement House
1400 West Augusta BlvdChicagoIL60642362167818501(c)(3)$25,000Support of research activities
Objective Arts Inc
20 N Wacker DriveChicagoIL60606752975237$126,720Support of research activities
Ochsner Clinic Foundation
1514 Jefferson HwyNew OrleansLA701212429720502505501(c)(3)$61,480Support of research activities
Ohio State University
154 W 12th AveColumbusOH43210316025986115$111,241Support of research activities
Oklahoma State University
113 Student UnionStillwaterOK74078731383996115$283,898Support of research activities
OptoNet Inc
828 Davis StreetEvanstonIL60201743092128$42,968Support of research activitiesSuite 206
Oregon Health & Science University
3181 Southwest Sam Jackson Park RdPortlandOR97239931176109115$197,330Support of research activities
Oregon State University
Office of Sponsored ProgramsCorvallisOR973312140481278540501(c)(3)$92,892Support of research activities312 Kerr Administration Building
OSF Saint Francis Medical Center
530 NE Glen Oak AvenuePeoriaIL61637370813229501(c)(3)$48,924Support of research activities
Pacific Health Research and Education Institute
3375 Koapaka St Ste I-540HonoluluHI96819990303308501(c)(3)$7,560Support of research activities
Palo Alto University
1791 Arastradero RoadPalo AltoCA94304942340692501(c)(3)$15,180Support of research activities
Park Street Solutions Company
One Energy CenterNapervilleIL60563201152430$46,675Support of research activities40 Shuman Blvd Suite 295
Pennsylvania State University
308 Old MainUniversity ParkPA16802246000376115$279,826Support of research activities
Portland VA Research Foundation Inc
PO Box 69539PortlandOR97239943090170501(c)(3)$41,123Support of research activities
Presence Health Network
200 S Wacker Dr 11th FloorChicagoIL60606361649520501(c)(3)$52,401Support of research activities
Primodal US Incorporated
305 Burrows RdKalamazooMI49006260701716$7,250Support of research activities
Princeton University
PO BOX 36 ORPA 4 New South BuildingPrincetonNJ08544210634501501(c)(3)$47,045Support of research activities
Product Development & Analysis LLC
1776 Legacy CircleNapervilleIL60563364121041$20,600Support of research activitiesSuite 115
Prosthetic Design Inc
700 Harco DriveClaytonOH45315311341713$30,706Support of research activities
Purdue University
610 Purdue MallWest LafayetteIN47906356002041115$593,277Support of research activities
QuesTek Innovations LLC
1820 Ridge AvenueEvanstonIL60201364116425$272,885Support of research activities
Rancho Research Institute
PO Box 3500DowneyCA90242951911180501(c)(3)$22,994Support of research activities
Ravinia Festival Association
418 Sheridan RoadHighland ParkIL60035366002273501(c)(3)$14,000Support of research activities
Rehabilitation Institute of Chicago
345 E Superior StChicagoIL60611362256036501(c)(3)$699,518Support of research activities
Research Foundation for Mental Hygiene Inc
150 Broadway Suite 301MenandsNY12204141410842501(c)(3)$8,745Support of research activities
Research Foundation of The City University of New York
65-30 Kissena BlvdQueensNY11367131988190501(c)(3)$380,157Support of research activities
Research Triangle Institute
12 Davis DrRESEARCH TRIANGLE PARKNC27709560686338501(c)(3)$110,422Support of research activities
Rho Federal Systems Division Inc
6330 Quadrangle DrChapel HillNC27517561927659$9,440Support of research activities
Rice University
6100 Main StHoustonTX77005741109620501(c)(3)$58,858Support of research activities
Rocky Mountain Movement Disorders Center PC
701 E Hampden Ave Suite 510EnglewoodCO80113260756771$16,570Support of research activities
Rosalind Franklin University of Medicine & Science
3333 Green Bay RoadNorth ChicagoIL600643037362181973501(c)(3)$7,877Support of research activities
Rush University Medical Center
1653 W Congress ParkwayChicagoIL60612362174823501(c)(3)$1,594,031Support of research activities
Rutgers University
57 US Highway 1New BrunswickNJ08901226001086501(c)(3)$23,612Support of research activities
Saint Luke's Hospital (Kansas City MO)
4401 Wornall RoadKansas CityMO64111440545297501(c)(3)$34,832Support of research activities
Sanford Burnham Prebys Medical Discovery Institute
10901 N Torrey Pines RdLa JollaCA92037510197108501(c)(3)$304,111Support of research activities
Scheck & Siress Prosthetics Inc
1S376 Summit Avenue Court EOakbrook TerraceIL60181363217435$63,872Support of research activities
Schneider Electric Engineering Services LLC
1415 S Roselle RdPalatineIL600677337362440683$5,575Support of research activities
Scripps Research Institute
10550 N Torrey Pines RdLa JollaCA92037330435954501(c)(3)$551,089Support of research activities
Seattle Children's Research Institute
1904 9th AveSeattleWA98105911156519501(c)(3)$15,539Support of research activities
Sentara Healthcare
6015 Poplar Hall DrNorfolkVA23502521271901501(c)(3)$21,465Support of research activities
Siemens Corporation
300 New Jersey Avenue Suite 1000WashingtonDC20001132623358$224,892Support of research activities
SocialWorks
12100 Wilshire BlvdLos AngelesCA90025813662609501(c)(3)$5,809Charitable fundraising conducted by student organization
SRI International
333 Ravenswood AveMenlo ParkCA94025941160950$13,034Support of research activities
St Vincent Medical Group Inc
8333 Naab RdIndianapolisIN462601992272039417$12,137Support of research activities
Stanford University
295 Galvez StStanfordCA94305941156365501(c)(3)$437,114Support of research activities
Start Small Think Big
8 W 126th StreetNew YorkNY10027271821066501(c)(3)$53,151Support of community organization
Syracuse University
113 Bowne HallSyracuseNY13244150532081501(c)(3)$89,160Support of research activities
Telligen Inc
1776 West Lakes PkwyWest Des MoinesIA50266420992483$291,133Support of research activities
Temple University
1801 N Broad StreetPhiladelphiaPA19122231365971501(c)(3)$332,666Support of research activities
Texas Tech University
2500 BroadwayLubbockTX79409756002622501(c)(3)$133,458Support of research activities
The Art Institute of Chicago
111 S Michigan AveChicagoIL60603362167725501(c)(3)$10,000Support of research activities
Tidemark Institute
73 Bristol RoadDamariscottaME04543455139751501(c)(3)$42,560Support of research activities
Tufts Medical Center
800 Washington StreetBostonMA02111270440772501(c)(3)$38,613Support of research activities
Tufts University
Office of Research AdministrationBostonMA02155042103634501(c)(3)$35,715Support of research activities136 Harrison Ave
Tulane University
6823 St Charles AveNew OrleansLA70118720423889501(c)(3)$888,113Support of research activities
UChicago Argonne LLC Argonne National Laboratory
9700 S Cass AveLemontIL60439680628477115$59,366Support of research activities
United States Drug Testing Laboratories Inc
1700 S Mount Prospect RdDes PlainesIL60018421612910$242,989Support of research activities
United Way of Metropolitan Chicago
333 South Wabash AvenueChicagoIL60604300200478501(c)(3)$15,000Support of research activities
Universidad Popular
2801 S Hamlin AveChicagoIL60623363028729501(c)(3)$13,277Support of research activities
University of Alabama at Birmingham
1530 3rd Ave SouthBirminghamAL35294636005396115$550,318Support of research activities
University of Arizona
617 N Santa Rita AveTucsonAZ85721742652689115$87,764Support of research activities
University of California Berkeley
200 California HallBerkeleyCA94720946002123115$162,465Support of research activities
University of California Davis
One Shields AveDavisCA95616946036494115$182,076Support of research activities
University of California Irvine
Office of AdministrationIrvineCA92697952226406115$128,295Support of research activities5171 California Ave Suite 150
University of California Los Angeles
11000 Kinross Ave Suite 211Los AngelesCA90095956006143115$143,309Support of research activities
University of California San Diego
9500 Gilman DrLa JollaCA92093956006144115$445,615Support of research activities
University of California San Francisco
505 Parnassus AveSan FranciscoCA94143566001393115$841,936Support of research activities
University of California Santa Cruz
Office of Sponsored ProjectsSanta CruzCA950641077941539563115$16,564Support of research activities
University of Central Florida
12201 Research Parkway Suite 501OrlandoFL328263246592924021501(c)(3)$92,936Support of research activities
University of Chicago
5801 S Ellis AveChicagoIL60637362177139501(c)(3)$8,111,344Support of research activities
University of Chicago National Opinion Research Center
1155 East 60th StreetChicagoIL60637362167808501(c)(3)$314,127Support of research activities
University of Cincinnati
2600 Clifton AveCincinnatiOH45221316000989115$80,416Support of research activities
University of Colorado
13001 East 17th PlaceAuroraCO80045846000555501(c)(3)$903,156Support of research activitiesBldg 500 Room W1126
University of Connecticut Health Center
263 Farmington AveFarmingtonCT06030366009515115$103,889Support of research activities
University of Delaware
Hullihen Hall 175 S College AvNewarkDE19716516000297501(c)(3)$110,293Support of research activities
University of Florida
201 Criser HallGainesvilleFL32611596002052115$425,265Support of research activities
University of Idaho
875 Permimeter DrMoscowID838443020826000945115$65,349Support of research activities
University of Illinois at Chicago
809 S Marshfield AvenueChicagoIL606124305376000511115$5,330,377Support of research activitiesMB 502 M/C 551
University of Illinois at Urbana-Champaign
601 E John StChampaignIL61820376000511115$955,425Support of research activities
University of Iowa
100 Mossman Business Svcs BldgIowa CityIA52245426004813115$256,708Support of research activities
University of Kansas Medical Center Research Institute
3901 Rainbow Boulevard MSN 1039Kansas CityKS66160481108830501(c)(3)$87,412Support of research activities
University of Kentucky
100 Funkhouser BldgLexingtonKY40506616001218115$156,071Support of research activities
University of Louisiana at Lafayette
104 University CircleLafayetteLA70503726000820115$194,721Support of research activities
University of Maryland
2108 Mitchell BldgCollege ParkMD20742526002033115$197,351Support of research activities
University of Massachusetts Amherst
70 Butterfield TerraceAmherstMA01003043167352115$93,021Support of research activities
University of Miami
1252 Memorial DrCoral GablesFL33146590624458501(c)(3)$401,404Support of research activities
University of Michigan
515 E JeffersonAnn ArborMI48109386000134115$958,984Support of research activities
University of Minnesota
101 Pleasant StMinneapolisMN55455416007513115$384,833Support of research activities
University of Missouri-Columbia
310 Jesse HallColumbiaMO652111230436003859115$33,246Support of research activities
University of Nebraska Medical Center
987835 Nebraska Medical CenterOmahaNE68198470491233115$14,187Support of research activities
University of Nebraska-Lincoln
3835 Holdrege StLincolnNE68583470049123115$48,041Support of research activities
University of Nevada Las Vegas
Office of Sponsored ProgramsLas VegasNV891541055886000024115$25,035Support of research activities
University of North Carolina at Chapel Hill
9201 University City BlvdCharlotteNC28223566000642115$862,623Support of research activities
University of Notre Dame
317 Main BuildingNotre DameIN46556350868188501(c)(3)$7,846Support of research activities
University of Pennsylvania
3451 Walnut StPhiladelphiaPA19104231352685501(c)(3)$514,145Support of research activities
University of Pittsburgh
4227 Fifth AvePittsburghPA15260250965591501(c)(3)$627,411Support of research activities
University Of Puerto Rico Medical Sciences Campus
P O Box 365067San JuanPR009365067660433760$100,732Support of research activities
University of Rochester
518 Hylan BuildingRochesterNY14627160743209501(c)(3)$982,340Support of research activities
University of South Carolina
1600 Hampton Street Room 612ColumbiaSC29208576001153501(c)(3)$7,565Support of research activities
University of South Florida - Tampa
4202 E Fowler AveTampaFL33620593102112115$32,403Support of research activities
University of Southern California
1540 Alcazar StLos AngelesCA90089951642394501(c)(3)$634,241Support of research activities
University of Texas at Austin
2100 San Jacinto BlvdAustinTX78712746000203115$501,491Support of research activities
University of Texas at San Antonio
One UTSA CircleSan AntonioTX78249741717115115$40,228Support of research activities
University of Texas Health Science Center at Houston
7000 Fannin UCT 1006HoustonTX77030741761309115$23,537Support of research activities
University of Texas M D Anderson Cancer Center
1515 Holcombe BlvdHoustonTX77030760273984115$12,077Support of research activities
University of Texas Medical Branch at Galveston
301 University BoulevardGalvestonTX775550657746000949501(c)(3)$14,645Support of research activities
University of Texas Southwestern Med Ctr at Dallas
5323 Harry Hines BlvdDallasTX75390756002868115$282,229Support of research activities
University of Utah
201 S 1460 ESalt Lake CityUT84112876000121115$634,205Support of research activities
University of Virginia
1 College ParkWiseVA24293546001796115$733,890Support of research activities
University of Washington
1410 NE Campus ParkwaySeattleWA98195916001537115$533,524Support of research activities
University of Wisconsin-Madison
750 University Avenue 4th FloorMadisonWI537061490391805963501(c)(3)$916,873Support of research activitiesAW Peterson Building
Van Andel Research Institute
333 Bostwick Ave NEGrand RapidsMI49503522000823501(c)(3)$60,415Support of research activities
Vanderbilt University
2201 West End AveNashvilleTN37235620476822501(c)(3)$852,407Support of research activities
Vanderbilt University Medical Center
CCC-3322 Medical Center NorthNashvilleTN372322103620476822501(c)(3)$20,657Support of research activities
Veterans Medical Research Foundation of San Diego
3350 La Jolla Village DrSan DiegoCA92161330189397501(c)(3)$34,383Support of research activities
Village of Skokie Health Department
5127 Oakton StreetSkokieIL60077366006103115$88,594Support of research activities
Virginia Commonwealth University
PO Box 980568RichmondVA232980568546001758501(c)(3)$14,401Support of research activities
Virginia Polytechnic Institute and State University
Office of Sponsored ProgramsBlacksburgVA24061546001805501(c)(3)$15,038Support of research activities300 Turner Street NW
Wake Forest University Health Sciences
1834 Wake Forest RdWinstonSalemNC27106900222618501(c)(3)$19,637Support of research activities
Walter Reed National Military Medical Center
8901 Rockville PikeBethesdaMD20889770706389115$42,965Support of research activities
Washington University in St Louis
One Brookings DrSt LouisMO63130430653611501(c)(3)$718,315Support of research activities
Wayne State University
PO Box 02759DetroitMI48202383555142501(c)(3)$57,303Support of research activities
Weill Cornell Medical College
445 E 69th StreetNew YorkNY10021131623978501(c)(3)$109,209Support of research activities
WestEd
730 Harrison StreetSan FranciscoCA94107943233542115$19,642Support of research activities
Westside Institute for Science and Education
820 S Damen AvenueChicagoIL60612363712391501(c)(3)$68,568Support of research activities
Wright State University
3640 Colonel Glenn HwyDaytonOH45435310732831115$16,360Support of research activities
Yale University
140 Prospect StNew HavenCT06511060646973501(c)(3)$199,476Support of research activities
YMCA of the USA
101 North Wacker DriveChicagoIL60606363258696501(c)(3)$13,501Support of research activities
FieldValueIRS element (for citing)
Total501c3 Org247Total501c3OrgCnt
Total Other Org41TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtValuation Method UsedValuationMethodUsedDescNon Cash AssistanceNonCashAssistanceDesc
Student grants, scholarships, and fellowships are financial aid that can be used towards educational related costs.18261$398,534,261$186,176BookWinter gear and computers
Prizes and awards reflect prizes and awards to non-employees in recognition of an accomplishment, activity, or event.228$490,396

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule I, Part III PRIZES AND AWARDSPRIZES AND AWARDS REFLECT PRIZES AND AWARDS EXTENDED TO NON-EMPLOYEES IN RECOGNITION OF AN ACCOMPLISHMENT, ACTIVITY, OR EVENT. PRIZES AND AWARDS GIVEN TO EMPLOYEES ARE INCLUDED AS COMPENSATION AND REPORTED ON AN EMPLOYEE'S FORM W-2.
Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds.Explanation: Grants given to support of charitable community organizations. Such grants are extended only for charitable purposes to organizations that are exempt under Code Section 501(c)(3). After qualifications for the grant are met and the grant is disbursed to the charitable organization there is no subsequent monitoring by the University. Grants or other assistance are awarded to organizations or entities in the U.S. pursuant to the University policies and procedures for all grant subawards. Such subawards are monitored through the University's office for Sponsored Research (OSR) and the University's Office of Accounting Services for Research and Sponsored Programs (ASRSP). All subaward documentation including purchase orders, related charges and invoices are reviewed and monitored by ASRSP and confirmed with the principal investigator. The principal investigator must certify that the subaward costs are in accordance with the Office of Management and Budget's (OMB) Uniform Guidance (Uniform Administrative Requirements, Cost Principles, and Audit Requirements); also, ASRSP requests and collects audit reports from subaward recipients to monitor compliance, as required by the Uniform Guidance. If the information is not furnished to ASRSP, payment may be withheld.

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
First Class Or Charter TravelYes (X)FirstClassOrCharterTravelInd
Travel For CompanionsYes (X)TravelForCompanionsInd
Idemnification Gross Up PmtsYes (X)IdemnificationGrossUpPmtsInd
Housing Allowance Or ResidenceYes (X)HousingAllowanceOrResidenceInd
Club Dues Or FeesYes (X)ClubDuesOrFeesInd
Personal ServicesYes (X)PersonalServicesInd
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 PlanYes (true)SupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgYes (true)CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (true)AnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (26 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
Morton O Schapiro
President$1,096,539$0$250,000$0$243,542$0$238,012$0$198,740$0$2,026,833$0$89,253$0
Jonathan Holloway
Provost$317,950$0$20,000$0$149,537$0$24,333$0$13,088$0$524,908$0$0$0
Mary L Baglivo
VP Global Marketing$338,432$0$0$0$15,220$0$27,000$0$21,830$0$402,482$0$0$0
Pamela S Beemer
VP for Human Resources$386,079$0$10,000$0$19,584$0$27,000$0$4,658$0$447,321$0$0$0
Paul Castellucci
VP Budget and Planning$299,105$0$46,928$0$50,240$0$27,000$0$680$0$423,953$0$0$0
Nimalan Chinniah
Executive Vice President$840,410$0$100,000$0$76,434$0$117,000$0$18,296$0$1,152,140$0$0$0
Alan K Cubbage
VP University Relations$305,200$0$0$0$27,015$0$27,000$0$15,834$0$375,049$0$0$0
John L D'Angelo
VP for Facilities Management$416,842$0$50,000$0$99,625$0$27,000$0$23,696$0$617,163$0$0$0
Devora Grynspan
VP International Relations$235,492$0$0$0$1,715$0$24,000$0$9,809$0$271,016$0$0$0
Philip L Harris
VP General Counsel$711,513$0$100,000$0$1,379$0$57,000$0$23,966$0$893,858$0$0$0
Craig A Johnson
Interim Senior Vice President$480,842$0$115,000$0$18,240$0$127,000$0$7,580$0$748,662$0$0$0
Marilyn McCoy
VP Administration & Planning$437,290$0$0$0$18,215$0$27,000$0$23,640$0$506,145$0$0$0
William H McLean
VP and Chief Investment Officer$863,176$0$998,626$0$19,584$0$468,108$0$21,188$0$2,370,682$0$0$0
Robert E McQuinn
VP for Development$593,077$0$136,250$0$184,234$0$192,000$0$34,118$0$1,139,679$0$86,667$0
Eric G Neilson
VP Medical Affairs$576,294$0$0$0$8,141$0$19,167$0$3,156$0$606,758$0$0$0
James J Phillips
VP Athletics$1,021,688$0$585,500$0$287,342$0$147,000$0$23,473$0$2,065,003$0$0$0
Sean Reynolds
VP and Chief Information Officer$458,390$0$0$0$40,160$0$27,000$0$7,688$0$533,238$0$0$0
Ingrid S Stafford
VP for Financial Operations$336,909$0$0$0$20,584$0$27,000$0$7,760$0$392,253$0$0$0
Patricia Telles-Irvin
VP Student Affairs$395,765$0$50,000$0$58,184$0$27,000$0$23,696$0$554,645$0$0$0
Joseph T Walsh Jr
VP for Research$370,400$0$0$0$19,032$0$27,000$0$40,567$0$456,999$0$0$0
Patrick W Fitzgerald II
Head Coach$4,064,960$0$307,500$0$714,197$0$27,000$0$31,280$0$5,144,937$0$0$0
Christopher R Collins
Head Coach$2,356,097$0$50,000$0$51,075$0$77,000$0$31,057$0$2,565,229$0$0$0
Maciej S Lesniak
Professor Neurological Surgery$1,363,521$0$0$0$360$0$27,000$0$704$0$1,391,585$0$0$0
Sally E Blount
Dean, Kellogg$696,916$0$0$0$397,072$0$27,000$0$10,238$0$1,131,226$0$0$0
Peter A Belytschko
Managing Director, Investments$442,656$0$533,505$0$18,360$0$278,071$0$10,076$0$1,282,668$0$0$0
Daniel I Linzer
Former Provost$424,382$0$0$0$221,334$0$252,000$0$40,294$0$938,010$0$0$0

Supplemental Information Detail SupplementalInformationDetail (10 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule J, Part I, Line 1aSCHEDULE J SUPPLEMENTAL INFORMATION
Schedule J, Part I, Line 1a First-class or charter travelCharter airplane travel to the University's annual Bowl game was provided to two listed persons and their family members and was not treated as taxable compensation under the excess seating capacity exception. Six interested persons were provided charter travel and was treated as a business expense for four of those individuals and for two of those individuals was treated as taxable compensation. Four listed persons traveled first class and was treated as a business expense and not treated as taxable compensation.
Schedule J, Part I, Line 1a Travel for companionsThe President's spouse has accompanied the President at development events for business purposes and such expenses were not treated as taxable compensation. Three listed persons received companion travel. Companion travel for family members of two interested persons qualified under the excess seating capacity exception for charter travel, and companion travel for one interested person was treated as a business expense.
Schedule J, Part I, Line 1a Tax indemnification and gross-up paymentsTwo listed persons received gross up payments in connection with certain benefits and such amounts were treated as taxable compensation.
Schedule J, Part I, Line 1a Housing allowance or residence for personal useThe President is required to reside in University-owned housing which is provided for the convenience of the University and is not treated as a taxable compensation pursuant to Internal Revenue Code Section 119. The annual fair market rental value of the housing is included in nontaxable benefits listed on Schedule J, Part II, column (D). Six listed persons were provided with housing or a housing allowance and the amounts were treated as taxable compensation.
Schedule J, Part I, Line 1a Health or social club dues or initiation feesThe President was extended memberships in organizations that are held in the President's individual name but that reflect institutional business requirements and are not treated as taxable compensation. Five listed persons received reimbursement for social club dues, which were treated as taxable compensation.
Schedule J, Part I, Line 1a Personal servicesIn connection with the University-provided presidential housing, the University provides maid/cleaning services at the President's University residence. The value of the benefit for cleaning services associated with the personal living quarters is treated as taxable compensation. Nominal chauffeur services were provided to the President and the value of the benefit is treated as taxable compensation. Personal services related to housing was extended to one other interested person.
Schedule J, Part I, Line 4a Severance or change-of-control paymentIn connection with his retirement from Northwestern University, Daniel Linzer received compensation in the amount of $218,750, which is included in Part II, Column B(iii).
Schedule J, Part I, Line 4b Supplemental nonqualified retirement planThe following participated in a 457(f) nonqualified retirement plan and the amounts are subject to substantial risk of forfeiture and vest after a number of years Name and amount contributed: Morton O. Schapiro ($211,012), Daniel I. Linzer ($225,000), Craig A. Johnson ($100,000), Nimalan Chinniah ($90,000), Philip L. Harris ($30,000), Robert E. McQuinn ($165,000), James J. Phillips ($120,000). William H. McLean ($441,108), Peter A. Belytschko ($251,071), Chris Collins ($50,000) Name and amount paid: Morton O. Schapiro ($164,948), William H. McLean ($757,176), Peter A. Belytschko ($330,166), Robert E. McQuinn ($145,150), Sally E. Blount ($330,663)
Schedule J, Part I, Line 5a Compensation contingent on revenues of the organizationThe Chief Investment Officer and Managing Director of Investments received incentive compensation which was in part calculated contingent on the performance of the University's long term investments.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (3 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
ILLINOIS FINANCE AUTHORITY
A86109196745200BFC72004-09-09$135,800,000ACQUIRE, CONSTRUCT OR RENOVATE UNIVERSITY FACILITIES & Equipmentfalsefalsefalse
ILLINOIS FINANCE AUTHORITY
B86109196745200FKZ12008-06-25$125,000,000ACQUIRE, CONSTRUCT OR RENOVATE UNIVERSITY FACILITIESfalsefalsefalse
Illinois Finance Authority
C86109196745203H2A92015-06-04$146,017,057ACQUIRE, CONSTRUCT OR RENOVATE UNIVERSITY FACILITIESfalsefalsefalse

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)

Bond ReferenceBondReferenceCdTotal ProceedsTotalProceedsAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCapital ExpendituresCapitalExpendituresAmtSubstantial CompletionSubstantialCompletionYrCurrent RefundingCurrentRefundingIndAdvance RefundingAdvanceRefundingIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintInd
A$144,677,217$1,039,400$143,637,8172008falsefalseYes (true)Yes (true)
B$126,815,680$1,250,000$125,565,6802011falsefalseYes (true)Yes (true)
C$146,081,419$886,268$145,195,1512017falsefalseYes (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 Concerning UBIPrivateBusConcerningUBIPctTotal Private Business UseTotalPrivateBusinessUsePctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
AfalseYes (true)Yes (true)falseYes (true)false0.00650.0065falsefalseYes (true)
BfalseYes (true)Yes (true)falseYes (true)false0.00390.0039falsefalseYes (true)
CfalsefalseYes (true)falsefalse0.01580.0158falsefalseYes (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)
See Part VI
BfalsefalsefalseYes (true)Yes (true)Yes (true)falsefalseYes (true)5.0falsefalse
(no name)
CfalseYes (true)falsefalsefalsefalsefalsefalseYes (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 (c) Bond Issue B: IFA - Series 2008Additional CUSIPs: 45200F LA5, 45200F LB3
Schedule K, Part IV, Line 4b Bond Issue B: IFA - Series 2008Morgan Stanley Capital Services LLC; Bank of America, NA; JP Morgan
Schedule K, Part II, Line 3 Total proceeds of issueThe difference between issue prices and proceeds of bonds are a result of investment income earned.
Schedule K, Part III, Line 3b Reviews by Bond CounselThe University engages bond counsel and performs a review of management or services contracts at the time of any new bond issuances, generally every two years. At that time all existing bond issuances and private use are re-examined and re-documented. The University monitors changes in private use on an ongoing basis internally.
Schedule K, Part III, Line 4 Private Business UseThe University finances acquisition, construction and renovation of University facilities with multiple funding sources including tax exempt bond issues. There is a small amount of monitored private business use within the facilities partially funded by bonds; however, such usage was financed from other sources.
Schedule K, Part I, Column (f) PurposesIn addition to the purposes listed in Part I, Column (f), bonds were also issued to pay costs of issuance.
Schedule K, Part I, Column (c) Bond Issue A: IFA-Series 2004Additional CUSIP: 45200B FD5
Schedule K, Part IV, Line 2c COLUMN AIssuer name: ILLINOIS FINANCE AUTHORITY The calculation for computing no rebate due was performed on 09/09/2009
Schedule K, Part IV, Line 2c COLUMN BIssuer name: ILLINOIS FINANCE AUTHORITY The calculation for computing no rebate due was performed on 06/25/2018

Schedule L IRS990ScheduleL

Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp (2 entries)

Relationship With OrgRelationshipWithOrgTxtLoan PurposeLoanPurposeTxtLoan From OrganizationLoanFromOrganizationIndOriginal PrincipalOriginalPrincipalAmtBalance DueBalanceDueAmtDefaultDefaultIndBoard Or Committee ApprovalBoardOrCommitteeApprovalIndWritten AgreementWrittenAgreementInd
James Phillips
EMPLOYEECOMPENSATIONYes (X)$1,100,000$193,333falseYes (true)Yes (true)
James Phillips
EMPLOYEECOMPENSATIONYes (X)$300,000$300,000falseYes (true)Yes (true)
FieldValueIRS element (for citing)
Total Balance Due$493,333TotalBalanceDueAmt

Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp

FieldValueIRS element (for citing)
Cash Grant$7,695CashGrantAmt
Type Of AssistanceScholarshipTypeOfAssistanceTxt
Assistance PurposeEducational ScholarshipAssistancePurposeTxt

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (6 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
Charlotte Cubbage
Family member of Alan K. Cubbage, Officer$40,902Employmentfalse
Jennifer Burke
Family member of Joseph T. Walsh, Officer$58,416Employmentfalse
Great Lakes Coca-Cola
M. Jude Reyes, Trustee, ownership interest over 35%$966,539Soft drink purchases and vending commissionsfalse
SQ Advisors LLC
Kimberly Querrey, Trustee, ownership interest over 35%$1,374,871Investment manager feesfalse
Constadina Castellucci
Family member of Paul Castellucci, Officer$66,551Employmentfalse
Alissa Schapiro
Family member of Morton Schapiro, Officer$10,572Graduate Assistant Employmentfalse

Schedule M IRS990ScheduleM

Works Of Art WorksOfArtGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution43ContributionCnt
Noncash Contributions Rpt F990$4,140,745NoncashContributionsRptF990Amt
Method Of Determining RevenuesMarket valueMethodOfDeterminingRevenuesTxt

Books And Publications BooksAndPublicationsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Noncash Contributions Rpt F990$12,266,308NoncashContributionsRptF990Amt
Method Of Determining RevenuesMarket valueMethodOfDeterminingRevenuesTxt

Clothing And Household Goods ClothingAndHouseholdGoodsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Noncash Contributions Rpt F990$1,824NoncashContributionsRptF990Amt
Method Of Determining RevenuesMarket valueMethodOfDeterminingRevenuesTxt

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution776ContributionCnt
Noncash Contributions Rpt F990$35,376,131NoncashContributionsRptF990Amt
Method Of Determining RevenuesMarket valueMethodOfDeterminingRevenuesTxt

Secur Prtnrshp Trust Intrsts SecurPrtnrshpTrustIntrstsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Noncash Contributions Rpt F990$16,190,270NoncashContributionsRptF990Amt
Method Of Determining RevenuesMarket valueMethodOfDeterminingRevenuesTxt

Food Inventory FoodInventoryGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution16ContributionCnt
Noncash Contributions Rpt F990$22,640NoncashContributionsRptF990Amt
Method Of Determining RevenuesMarket valueMethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)

Non Cash CheckboxNonCashCheckboxIndDescDescContributionContributionCntNoncash Contributions Rpt F990NoncashContributionsRptF990AmtMethod Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)equipment, software15$1,359,419Market value
Yes (X)Events, tickets218$1,123,386Market value
FieldValueIRS element (for citing)
Form8283 Received5Form8283ReceivedCnt
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (true)ReviewProcessUnusualNCGiftsInd
Third Parties UsedfalseThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule M, Part I Column (b)FormAndLineReferenceDesc
ExplanationThe University is reporting the number of contributions received.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (16 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Line 10a LOCAL CHAPTERS, BRANCHESTHE UNIVERSITY DOES NOT HAVE LOCAL CHAPTERS, BRANCHES, LODGES, UNITS OR SIMILAR AFFILIATES. AS DESCRIBED IN SCHEDULE F, THE UNIVERSITY HAS ONE INTERNATIONAL CAMPUS, LOCATED IN DOHA, QATAR. THE UNIVERSITY HAS A NUMBER OF AFFILIATION AGREEMENTS AND ARRANGEMENTS WITH OTHER RESEARCH AND EDUCATIONAL INSTITUTIONS BUT THE UNIVERSITY DOES NOT HAVE AUTHORITY TO EXERCISE SUPERVISION AND CONTROL OF SUCH INSTITUTIONS.
Form 990, Part VI, Line 16b JOINT VENTURESTHE UNIVERSITY DOES NOT HAVE A WRITTEN POLICY REGARDING JOINT VENTURES IN GENERAL. HOWEVER, JOINT VENTURE AGREEMENTS ARE REVIEWED BY THE UNIVERSITY'S OFFICE OF GENERAL COUNSEL TO EVALUATE WHETHER THE AGREEMENT FURTHERS THE MISSION OF THE UNIVERSITY AND TO ENSURE THE SAFEGUARDING OF UNIVERSITY'S ASSETS. THE UNIVERSITY ALSO HAS GUIDELINES CONCERNING JOINT VENTURES IN ITS TECHNOLOGY TRANSFER AND INVESTMENT POLICIES.
Form 990, Part VI, Line 1a Delegate broad authority to a committeeExecutive Committee of the Board of Trustees is comprised of 20 members of the governing body. The Executive Committee may exercise the power of the Board of Trustees between meetings with respect to ordinary business transactions.
Form 990, Part VI, Line 2 Family/business relationships amongst interested personsJay C. Hoag and Patrick G. Ryan Jr. - Business relationship, M. Jude Reyes and A. Steven Crown - Business relationship, M. Jude Reyes and Patrick Ryan Jr. - Business relationship, M. Jude Reyes and Frederick H. Waddell - Business relationship, David B. Weinberg and M. Jude Reyes - Business relationship, Miles D. White and William A. Osborn - Business relationship, Muneer A. Satter and William A. Osborn - Business relationship, Muneer A. Satter and Patrick Ryan Jr. - Business relationship, Muneer A. Satter and Christopher B. Galvin - Business relationship, Frederick H. Waddell and William A. Osborn - Business relationship, Jay C. Hoag and William McLean - Business relationship
Form 990, Part VI, Line 11b Review of form 990 by governing bodyAn electronic copy of the University's final Form 990 (including all required schedules), was provided to each voting member of the University's governing body prior to filing. That version of the Form 990 is identical to the one ultimately filed with the IRS. Prior to providing a copy to the governing body, a draft of the Form 990 was provided for review to the Audit, Risk, and Compliance Committee of the Board of Trustees, which is comprised of a subset of members from the governing body who review the accounting procedures and controls of the University.
Form 990, Part VI, Line 12c Conflict of interest policyUniversity Bylaws and Statutes require that any conflict of interest of any Trustee, Officer or their immediate families be disclosed to the Board of Trustees in writing. An Officer shall call any conflict of interest to the attention of the President. If the matter is being considered by the Board of Trustees or one of its committees, such Officer is not permitted to participate in or make recommendations about the conflict of interest under discussion, except to the extent the Officer is required by the Trustees of other officers to answer pertinent questions related to the conflict. A Trustee having a conflict of interest shall call it to the attention of the Board or committee and shall abstain on voting on the subject. The Trustee is encouraged to answer pertinent questions when his/her knowledge of the subject will assist the Board or any of its committees. In addition, Trustees are subject to a Conflict of Interest Policy, which has been adopted by the Board of Trustees. Potential conflicts of interest are further scrutinized under a University investment policy governing Trustee Relationship Investments whereby, among other things, affected trustees must recuse themselves from any discussion and vote related to the investment. Pursuant to the University's staff and faculty Conflict of Interest Policies, employees are required to disclose potential conflicts of interest to the University on an annual basis. Employees receive annual reminders to complete a conflict of interest questionnaire and responses are submitted electronically and reviewed by each employee's supervisor. Potential conflicts are further reviewed by the University's Department of Human Resources and action taken by senior management as needed.
Form 990, Part VI, Line 15a Process to establish compensation of top management officialThe Compensation Committee of the Board includes members of the University's governing body who are not related or controlled by the employees whose compensation they are reviewing. To assess the reasonableness of employee compensation, the compensation committee of the Board relies on (i) formal survey and comparability data prepared and compiled by an outside consultant who has expertise in the field of executive compensation assessment and benchmarking and (ii) compensation recommendations from the President and Provost for their direct reports. The Compensation Committee of the Board meets every June for the purpose of reviewing and approving executive compensation recommendations for the next fiscal year. After review and the approval, the Committee's decisions are documented with internal communications to executive leadership except that the President's compensation is communicated solely to the Vice President & General Counsel. The offices of the President, Provost and Executive Vice President separately then send the final compensation decisions to the payroll department and the Vice President of Human Resources for implementation and processing other than the compensation information of the President, which is provided by the Vice President & General Counsel to the Vice President of Human Resources.
Form 990, Part VI, Line 15b Process to establish compensation of other employeesCompensation Committee of the Board reviewed and approved compensation of all current officers listed in Part VII, Section who received compensation in calendar year 2017.
Form 990, Part VI, Line 19 Required documents available to the publicGoverning documents: The University maintains an Office for Global Marketing and Communication where information requests from the public are processed. The organizing document by which the University was created, its charter, is available upon request. The University's employee conflict of interest policy and financial statements are available on the University website.
Form 990, Part VIII, Line 2f Other Program Service RevenuePlant - Total Revenue: 7999936, Related or Exempt Function Revenue: 7999936, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ;
Form 990, Part VIII, Line 11d Other Miscellaneous Revenueall other - Total Revenue: 247141, Related or Exempt Function Revenue: , Unrelated Business Revenue: 247141, Revenue Excluded from Tax Under Sections 512, 513, or 514: ;
Form 990, Part XI, Line 9 Other changes in net assets or fund balancesChange in value of derivative instruments - 7419000; Change in value of nonoperating items - -1386000;
Schedule F, Part I, Line 3 Program-related InvestmentsProgram-related investments represent student loans disbursed during student's enrollment in international program.
Schedule F, Part I, Line 2 PROCEDURES FOR MONITORING USE OF GRANT FUNDSGrants or other assistance are awarded to foreign organizations or entities pursuant to the University policies and procedures for all grant subawards. Such subawards are monitored through the University's office for Sponsored Research (OSR) and the University's office of Accounting Services for Research and Sponsored Programs (ASRSP). All subaward documentation including purchase orders, related charges and invoices are reviewed and monitored by ASRSP and confirmed with the principal investigator. The principal investigator must certify that the subaward costs are in accordance with the Office of Management and Budget's (OMB) Uniform Guidance (Uniform Administrative Requirements, Cost Principles, and Audit Requirements); also, ASRSP requests and collects audit reports from subaward recipients to monitor compliance, as required by the Uniform Guidance. If the information is not furnished to ASRSP, payment may be withheld.
Schedule J, Part I, Line 7 Non-fixed paymentsThe President and eight interested persons received a non-fixed payment related to a recognition bonus. One officer was offered non-fixed payment related to apparel and tickets.
Part I, Line 7a Qualified transportation fringe and qualified parkingThe University's unrelated business taxable income for fiscal year ended August 31, 2018 included income created under IRC 512(a)(7) related to qualified transportation fringe benefits. The unrelated business revenue reported on Form 990, Part VIII, Statement of Revenue does not include the expenses that create unrelated business taxable income under 512(a)(7).

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdTotal IncomeTotalIncomeAmtEnd Of Year AssetsEndOfYearAssetsAmtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtAddress Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmProvince Or StateForeignAddress/ProvinceOrStateNmCountryForeignAddress/CountryCdForeign PostalForeignAddress/ForeignPostalCdLegal Domicile Foreign CountryLegalDomicileForeignCountryCd
Triad WIS NWU LLC
550 N Green Bay RdLake ForestIL60045473504918InvestmentIL$0$5,044,803Northwestern University
Northwestern University USA Foundation Limited
981458225Fundraising$0$0Northwestern University21 Holborn ViaductLondonEnglandUKEC1A2DYUK

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationIndDirect Controlling NADirectControllingNACd
RUBICON INSURANCE COMPANY
2020 RIDGE AVENUEEVANSTONIL60208363694409PROVIDING MEDICAL MALPRACTICE COVERAGEIL501(c)(3)Type IINORTHWESTERN UNIVERSITYYes (true)
STUDENTS PUBLISHING COMPANY
1999 SHERIDAN RDEVANSTONIL60208366002654PUBLISHES STUDENT PERIODICALSIL501(c)(3)Type IIfalseN/A
MCGAW MEDICAL CENTER OF NORTHWESTERN UNIVERSITY
420 E SUPERIOR STCHICAGOIL60611362656113COORDINATION OF MEDICAL RESIDENTSIL501(c)(3)Type IfalseN/A
THE BIG TEN CONFERENCE INC
1500 W HIGGINS RDPARK RIDGEIL60068363640583FACILITATE QUALITY INTERCOLLEGIATE ATHLETIC COMPETITIONIL501(c)(3)Type IIfalseN/A
COMMITTEE ON INSTITUTIONAL COOPERATION
1819 S NEIL STCHAMPAIGNIL61820463254996ACADEMIC CONSORTIUM TO ADVANCE MISSION OF MEMBER INSTITUTIONSIL501(c)(3)Type III-FIfalseN/A
WOMANS EDUCATIONAL AID ASSOC
804 OAKTON ST 1EEVANSTONIL60202363049387PROVIDING FINANCIAL AID TO STUDENTSIL501(c)(3)Type III-OfalseN/A

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtPredominant Income TypePredominantIncomeTypeTxtShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtDisproportionate AllocationsDisproportionateAllocationsIndUBI Code VUBICodeVAmtGeneral Or Managing PartnerGeneralOrManagingPartnerIndOwnershipOwnershipPct
Kuramo Africa Opportunity Fund II LP
500 5th Ave 44th FlNew YorkNY10110473117325InvestmentNYNorthwestern UniversityExcluded$177,548$6,912,317false$0false0.99
KCG 64 CI-1 LP
7121 Fairway Dr Ste 410Palm Beach GardensFL33418823391115InvestmentFLNorthwestern UniversityExcluded-$41,553$11,548,410false$0false1

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (5 entries)

Legal Domicile StateLegalDomicileStateCdDirect Controlling NADirectControllingNACdEntity TypeEntityTypeTxtControlled OrganizationControlledOrganizationIndEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile Foreign CountryLegalDomicileForeignCountryCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtOwnershipOwnershipPctAddress Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmProvince Or StateForeignAddress/ProvinceOrStateNmCountryForeignAddress/CountryCdForeign PostalForeignAddress/ForeignPostalCdAddress Line2ForeignAddress/AddressLine2Txt
CHARITABLE REMAINDER UNITRUSTS (#103)
ILN/ATrustYes (true)
Charitable Remainder Annuity Trusts (#12)
ILN/ATrustYes (true)
Bensell US Feeder LP
C CorporationYes (true)980492320InvestmentsUKNorthwestern University$713,285$2,955,9890.566
Conquest Managed Futures Select Fund III Ltd
C CorporationYes (true)InvestmentsCJNorthwestern University$63,937,632145 Market Street Suite 3205Camana BayGrand CaymanCJKYI9003
Gotham Neutral Strategies Ltd
C CorporationYes (true)InvestmentCJNorthwestern University$3,604,778$120,531,1060.701Corporate Services Cayman LimitedGeorge TownGrand CaymanCJKT19005190 Elgin Ave
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgfalseGiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (true)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgYes (true)RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth 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
Rubicon Insurance Company
Q$2,397,145cash
Rubicon Insurance Company
R$7,040,851cash
Kuramo Africa Opportunity Fund II LP
R$3,386,627Cash
KCG 64 CI-1 LP
R$10,158,663Cash
Gotham Neutral Strategies Ltd
R$20,000,000Cash

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule R, Part IV, Column (c)FormAndLineReferenceDesc
ExplanationThe Charitable Remainder Unitrusts and Charitable Remainder Annuity Trusts are predominantly domiciled in IllinoisExplanationTxt