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NORTHWESTERN UNIVERSITY: Form 990, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
NORTHWESTERN UNIVERSITY (EIN 36-2167817)
Tax period
2014-09-01 to 2015-08-31
Filed
2016-07-13
IRS object ID
201621959349301227
Schema version
2014v6.0
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2016-07-13T16:00:12-05:00ReturnTs
Tax Period End2015-08-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN134008324PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PricewaterhouseCoopersBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1600 13th Street NW Suite 1000AddressLine1Txt
CityWashingtonCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20005ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2014-09-01TaxPeriodBeginDt

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)
PersonIngrid S StaffordPersonNm
Person TitleVice President Financial OperationsPersonTitleTxt
Signature2016-07-13SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTravis L PattonPreparerPersonNm
PTINP00369623PTIN
Phone2024141000PhoneNum
Preparation2016-07-13PreparationDt
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-09-27 15:27:22ZBuildTS

Form 990 IRS990

Principal Ofcr Business Name PrincipalOfcrBusinessName

FieldValueIRS element (for citing)
Business Name Line1Ingrid S StaffordBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1633 Clark StAddressLine1Txt
CityEvanstonCityNm
State AbbreviationILStateAbbreviationCd
ZIP60208ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$4,586,549,026GrossReceiptsAmt
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 Independent33VotingMembersIndependentCnt
Total Employee23769TotalEmployeeCnt
Total Volunteers152TotalVolunteersCnt
Total Gross UBI$27,897,331TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$625,656,043PYContributionsGrantsAmt
CY Contributions Grants$501,895,829CYContributionsGrantsAmt
PY Program Service Revenue$1,663,168,510PYProgramServiceRevenueAmt
CY Program Service Revenue$1,716,432,570CYProgramServiceRevenueAmt
PY Investment Income$557,761,612PYInvestmentIncomeAmt
CY Investment Income$596,154,305CYInvestmentIncomeAmt
PY Other Revenue$49,256,473PYOtherRevenueAmt
CY Other Revenue$109,954,202CYOtherRevenueAmt
PY Total Revenue$2,895,842,638PYTotalRevenueAmt
CY Total Revenue$2,924,436,906CYTotalRevenueAmt
PY Grants And Similar Paid$400,236,762PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$445,034,378CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$1,096,969,922PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$1,147,812,227CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$1,333,120PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$268,012CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$52,337,025CYTotalFundraisingExpenseAmt
PY Other Expenses$832,457,605PYOtherExpensesAmt
CY Other Expenses$839,284,990CYOtherExpensesAmt
PY Total Expenses$2,330,997,409PYTotalExpensesAmt
CY Total Expenses$2,432,399,607CYTotalExpensesAmt
PY Revenues Less Expenses$564,845,229PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$492,037,299CYRevenuesLessExpensesAmt
Total Assets BOY$12,773,853,117TotalAssetsBOYAmt
Total Assets EOY$13,433,515,174TotalAssetsEOYAmt
Total Liabilities BOY$2,106,944,047TotalLiabilitiesBOYAmt
Total Liabilities EOY$2,636,970,550TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$10,666,909,070NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$10,796,544,624NetAssetsOrFundBalancesEOYAmt
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$1,669,940,974ExpenseAmt
Grant$318,306,322GrantAmt
Revenue$1,089,072,835RevenueAmt
DescEDUCATION OF STUDENTS: FOR THE 2015 ACADEMIC YEAR, 8,247 UNDERGRADUATES AND 8,933 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$430,370,000ExpenseAmt
Grant$126,728,056GrantAmt
Revenue$555,636,109RevenueAmt
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$101,817,000ExpenseAmt
Revenue$77,225,542RevenueAmt
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$2,202,127,974TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesYes (true)LobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
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 PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemYes (true)BusinessRlnWithOrgMemInd
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 OrgYes (true)TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document22595IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee23769EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountYes (true)ForeignFinancialAccountInd
Foreign CountryUKForeignCountryCd
Foreign CountryQAForeignCountryCd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsYes (true)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (true)QuidProQuoContriDisclInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
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 Member33IndependentVotingMemberCnt
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 FldAKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCOStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldKYStatesWhereCopyOfReturnIsFldCd
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 FldMDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMTStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNVStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldSCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Nancy Pinchar Accounting DirectorBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8474914724PhoneNum

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
Trustee1.00Yes (X)$0$0$0
Christopher B Combe
Trustee1.00Yes (X)$0$0$0
A Steven Crown
Trustee1.00Yes (X)$0$0$0
Richard H Dean
Trustee1.00Yes (X)$0$0$0
Deborah L DeHaas
Trustee1.00Yes (X)$0$0$0
Charles W Douglas
Trustee1.00Yes (X)$0$0$0
D Cameron Findlay
Trustee1.00Yes (X)$0$0$0
Dennis J FitzSimons
Trustee1.00Yes (X)$0$0$0
T Bondurant French
Trustee1.00Yes (X)$0$0$0
Christopher B Galvin
Trustee1.00Yes (X)$0$0$0
Philip L Harris
Trustee1.00Yes (X)$0$0$0
Jay C Hoag
Trustee1.00Yes (X)$0$0$0
Nancy Trienens Kaehler
Trustee1.00Yes (X)$0$0$0
Ellen Philips Katz
Trustee1.00Yes (X)$0$0$0
Lester B Knight
Trustee1.00Yes (X)$0$0$0
Timothy K Krauskopf
Trustee1.00Yes (X)$0$0$0
Edward M Liddy
Trustee1.00Yes (X)$0$0$0
J Landis Martin
Trustee1.00Yes (X)$0$0$0
Wendy M Nelson
Trustee1.00Yes (X)$0$0$0
William A Osborn
Trustee1.00Yes (X)$0$0$0
Jane DiRenzo Pigott
Trustee1.00Yes (X)$0$0$0
JB Pritzker
Trustee1.00Yes (X)$0$0$0
M Jude Reyes
Trustee1.00Yes (X)$0$0$0
Patrick G Ryan Jr
Trustee1.00Yes (X)$0$0$0
David A Sachs
Trustee1.00Yes (X)$0$0$0
Paul L Sagan
Trustee1.00Yes (X)$0$0$0
D Gideon Searle
Trustee1.00Yes (X)$0$0$0
Andrew E Senyei MD
Trustee1.00Yes (X)$0$0$0
Benjamin W Slivka
Trustee1.00Yes (X)$0$0$0
Timothy P Sullivan
Trustee1.00Yes (X)$0$0$0
Charles A Tribbett III
Trustee1.00Yes (X)$0$0$0
Jeffrey W Ubben
Trustee1.00Yes (X)$0$0$0
Frederick H Waddell
Trustee1.00Yes (X)$0$0$0
David B Weinberg
Trustee1.00Yes (X)$0$0$0
Miles D White
Trustee1.00Yes (X)$0$0$0
Stephen R Wilson
Trustee1.00Yes (X)$0$0$0
Morton O Schapiro
President40.00$2,163,736$0$300,259Yes (X)
Daniel I Linzer
Provost40.00$670,665$0$197,574Yes (X)
Nimalan Chinniah
Executive Vice President40.00$396,906$0$21,309Yes (X)
Mary L Baglivo
VP Global Marketing40.00$398,148$0$42,916Yes (X)
Pamela S Beemer
VP for Human Resources40.00$588,317$0$30,558Yes (X)
Thomas G Cline
VP and General Counsel40.00$574,559$0$140,133Yes (X)
Alan K Cubbage
VP University Relations40.00$276,101$0$26,878Yes (X)
John L D'Angelo
VP for Facilities Management$0$0$0Yes (X)
James M Hurley
VP for Budget and Planning40.00$628,646$0$62,547Yes (X)
Marilyn McCoy
VP for Administration40.00$314,223$0$45,225Yes (X)
William H McLean
VP and Chief Investment Officer40.00$3,230,762$0$1,171,839Yes (X)
Robert E McQuinn
VP for Development40.00$554,582$0$103,831Yes (X)
Ronald Nayler
VP Facilities Mgmnt40.00$359,108$0$38,744Yes (X)
Eric G Neilson
VP Medical Affairs30.00$527,251$0$31,281Yes (X)
James J Phillips
VP Athletics40.00$942,816$0$116,151Yes (X)
Sean Reynolds
VP Information Technology40.00$453,367$0$32,754Yes (X)
Ingrid S Stafford
VP for Financial Operations40.00$317,105$0$26,814Yes (X)
Patricia Telles-Irvin
VP Student Affairs40.00$387,302$0$48,874Yes (X)
Joseph T Walsh Jr
VP for Research40.00$337,553$0$51,464Yes (X)
Patrick W Fitzgerald II
Head Coach40.00$3,297,844$0$52,794Yes (X)
Christopher R Collins
Head Coach40.00$1,251,096$0$89,568Yes (X)
Peter A Belytschko
Investment Manager40.00$1,183,648$0$437,643Yes (X)
Harisha Koneru Haigh
Managing Director, Investments40.00$1,097,984$0$430,980Yes (X)
John A Capelli
Investment Manager40.00$1,066,367$0$381,847Yes (X)
Morteza A Rahimi
Former VP Information Tech40.00$105,128$0$22,875Yes (X)
Eugene S Sunshine
Former Senior VP for Business40.00$657,693$0$39,681Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$21,780,907TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$3,944,539TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K2098IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (true)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsYes (true)CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmtAddress Line1ContractorAddress/ForeignAddress/AddressLine1TxtProvince Or StateContractorAddress/ForeignAddress/ProvinceOrStateNmCountryContractorAddress/ForeignAddress/CountryCdForeign PostalContractorAddress/ForeignAddress/ForeignPostalCd
NORTHWESTERN MEMORIAL HOSPITAL
251 EAST HURONCHICAGOIL60611Clinical SERVICES$4,329,221
THOMA CRESSEY BRAVO INC
300 N LaSalle St Ste 4350ChicagoIL60654INVESTMENT MANAGEMENT$3,524,008
FREE ENTERPRISE SYSTEM
ONE SODREL DRIVEJEFFERSONVILLEIN47130TRANSPORTATION SERVICES$3,049,894
SAPIENT CORPORATION
131 Dartmouth St Boston MABOSTONMA02116IT development and consulting services$3,039,332
CABOT SQUARE CAPITAL PARTNERS
investment management$2,498,578Two London BridgeLondonUKSE1 9RA
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K455CntrctRcvdGreaterThan100KCnt
Info In Schedule O Part VIIIYes (X)InfoInScheduleOPartVIIIInd
Fundraising$2,519,313FundraisingAmt
Government Grants$20,540,687GovernmentGrantsAmt
All Other Contributions$478,835,829AllOtherContributionsAmt
Noncash Contributions$144,842,908NoncashContributionsAmt
Total Contributions$501,895,829TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
Tuition and fees611310$911,129,670$911,129,670
Research activities611310$555,636,109$555,636,109
Educational activities611310$140,602,805$140,602,805
Auxilliary enterprises611310$77,225,542$77,225,542
Medical departments611310$24,150,447$24,150,447

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$7,687,997TotalRevenueColumnAmt
Related Or Exempt Func Income$7,687,997RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$1,716,432,570TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$106,381,973TotalRevenueColumnAmt
Related Or Exempt Func Income$5,501,916RelatedOrExemptFuncIncomeAmt
Exclusion$100,880,057ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$79,687,356TotalRevenueColumnAmt
Exclusion$79,687,356ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$4,407,293RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$1,864,656RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$2,542,637RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,542,637TotalRevenueColumnAmt
Unrelated Business Revenue$19,291UnrelatedBusinessRevenueAmt
Exclusion$2,523,346ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$1,241,744,794SecuritiesAmt
Other$907,571,626OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$1,093,305,939SecuritiesAmt
Other$566,238,149OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$148,438,855SecuritiesAmt
Other$341,333,477OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$489,772,332TotalRevenueColumnAmt
Exclusion$489,772,332ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$504,803FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$2,519,313ContriRptFundraisingEventAmt
Fundraising Direct Expenses$703,376FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$198,573TotalRevenueColumnAmt
Exclusion-$198,573ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
Alumni travel study561520$199,156$199,156
Scientific services/rental541990$219,230$219,230
Investment in partners523920$27,413,747$27,413,747

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$90,649TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$45,907UnrelatedBusinessRevenueAmt
Exclusion$44,742ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$27,922,782OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,924,436,906TotalRevenueColumnAmt
Related Or Exempt Func Income$1,721,934,486RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$27,897,331UnrelatedBusinessRevenueAmt
Exclusion$672,709,260ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$97,611,138TotalAmt
Program Services$97,611,138ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$341,812,829TotalAmt
Program Services$341,812,829ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$5,610,411TotalAmt
Program Services$5,610,411ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$25,725,446TotalAmt
Program Services$8,180,181ProgramServicesAmt
Management And General$16,886,852ManagementAndGeneralAmt
Fundraising$658,413FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$916,107,722TotalAmt
Program Services$860,903,315ProgramServicesAmt
Management And General$28,091,860ManagementAndGeneralAmt
Fundraising$27,112,547FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$66,156,632TotalAmt
Program Services$61,382,460ProgramServicesAmt
Management And General$2,476,916ManagementAndGeneralAmt
Fundraising$2,297,256FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$83,573,498TotalAmt
Program Services$77,456,591ProgramServicesAmt
Management And General$3,173,549ManagementAndGeneralAmt
Fundraising$2,943,358FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$56,248,929TotalAmt
Program Services$52,220,722ProgramServicesAmt
Management And General$2,089,898ManagementAndGeneralAmt
Fundraising$1,938,309FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$5,351,989TotalAmt
Management And General$5,351,989ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$863,924TotalAmt
Management And General$863,924ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$413,634TotalAmt
Management And General$413,634ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$268,012TotalAmt
Fundraising$268,012FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$59,593,094TotalAmt
Management And General$59,593,094ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$152,029,254TotalAmt
Program Services$143,262,653ProgramServicesAmt
Management And General$7,268,358ManagementAndGeneralAmt
Fundraising$1,498,243FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$23,863,778TotalAmt
Program Services$15,613,121ProgramServicesAmt
Management And General$1,724,451ManagementAndGeneralAmt
Fundraising$6,526,206FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$165,977,654TotalAmt
Program Services$158,571,847ProgramServicesAmt
Management And General$3,379,561ManagementAndGeneralAmt
Fundraising$4,026,246FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$21,974,822TotalAmt
Program Services$19,805,252ProgramServicesAmt
Management And General$2,107,722ManagementAndGeneralAmt
Fundraising$61,848FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$47,889,047TotalAmt
Program Services$47,886,594ProgramServicesAmt
Management And General$2,453ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$102,188,210TotalAmt
Program Services$100,152,682ProgramServicesAmt
Management And General$1,494,915ManagementAndGeneralAmt
Fundraising$540,613FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$47,731,115TotalAmt
Program Services$45,574,934ProgramServicesAmt
Management And General$698,261ManagementAndGeneralAmt
Fundraising$1,457,920FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$27,696,999TotalAmt
Program Services$26,629,252ProgramServicesAmt
Management And General$168,570ManagementAndGeneralAmt
Fundraising$899,177FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$37,093,860TotalAmt
Management And General$37,093,860ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$117,831,033TotalAmt
Program Services$112,091,662ProgramServicesAmt
Management And General$3,630,494ManagementAndGeneralAmt
Fundraising$2,108,877FundraisingAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
Revenue refunds$18,168,282$18,168,282
Other$10,618,295$9,194,048$1,424,247

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$2,432,399,607TotalAmt
Program Services$2,202,127,974ProgramServicesAmt
Management And General$177,934,608ManagementAndGeneralAmt
Fundraising$52,337,025FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$799,330,465BOYAmt
EOY$754,516,141EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$99,963,000BOYAmt
EOY$169,018,000EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$266,692,594BOYAmt
EOY$282,925,586EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$3,728,656BOYAmt
EOY$1,272,582EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

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

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$145,889,370BOYAmt
EOY$145,487,585EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$2,782,840BOYAmt
EOY$2,863,990EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$16,439,170BOYAmt
EOY$13,446,405EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$3,481,411,534LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$1,437,964,237LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$1,859,851,018BOYAmt
EOY$2,043,447,297EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$3,213,955,281BOYAmt
EOY$2,409,687,539EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$6,362,778,468BOYAmt
EOY$7,608,428,796EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$7,982BOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$2,434,273BOYAmt
EOY$2,421,253EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$12,773,853,117BOYAmt
EOY$13,433,515,174EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$230,117,868BOYAmt
EOY$217,634,794EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$266,289,913BOYAmt
EOY$270,961,990EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$410,327,596BOYAmt
EOY$405,651,550EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$140,000,000BOYAmt
EOY$180,000,000EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,060,208,670BOYAmt
EOY$1,562,722,216EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$2,106,944,047BOYAmt
EOY$2,636,970,550EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$6,827,436,070BOYAmt
EOY$6,826,530,624EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,585,463,000BOYAmt
EOY$2,555,415,000EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,254,010,000BOYAmt
EOY$1,414,599,000EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$10,666,909,070BOYAmt
EOY$10,796,544,624EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$12,773,853,117BOYAmt
EOY$13,433,515,174EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$492,037,299ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$365,151,000NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$2,749,255OtherChangesInNetAssetsAmt
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$191,440,295CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$265,414,664CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$331,106,325CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$625,656,043CurrentTaxYearMinus1YearAmt
Current Tax Year$501,895,829CurrentTaxYearAmt
Total$1,915,513,156TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$191,440,295CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$265,414,664CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$331,106,325CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$625,656,043CurrentTaxYearMinus1YearAmt
Current Tax Year$501,895,829CurrentTaxYearAmt
Total$1,915,513,156TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$0SubstantialContributorsTotAmt
Public Support Total170$1,915,513,156PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$443,099,864CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$467,285,874CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$864,474,845CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$788,554,989CurrentTaxYearMinus1YearAmt
Current Tax Year$686,844,013CurrentTaxYearAmt
Total$3,250,259,585TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years$14,524,514CurrentTaxYearMinus2YearsAmt
Current Tax Year$27,897,331CurrentTaxYearAmt
Total$42,421,845TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$379,354CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$394,461CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$234,321CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year-$1,775CurrentTaxYearMinus1YearAmt
Current Tax Year-$153,831CurrentTaxYearAmt
Total$852,530TotalAmt
FieldValueIRS element (for citing)
Total Support$5,209,047,116TotalSupportAmt
Gross Receipts Rltd Activities$8,143,914,958GrossReceiptsRltdActivitiesAmt
Public Support CY1700.3677PublicSupportCY170Pct
Public Support PY1700.3496PublicSupportPY170Pct
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 - , COLUMN A - 379354.0, COLUMN B - 394461.0, COLUMN C - 234321.0, COLUMN D - -1775.0, COLUMN E - -153831.0, COLUMN F - 852530.0;ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

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

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Organization Belongs Afflt GrpYes (X)OrganizationBelongsAffltGrpInd

Total Grassroots Lobbying TotalGrassrootsLobbyingGrp

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

Total Direct Lobbying TotalDirectLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$778,346FilingOrganizationsTotalAmt
Affiliated Group Total$0AffiliatedGroupTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$778,346FilingOrganizationsTotalAmt
Affiliated Group Total$0AffiliatedGroupTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$2,433,956,532FilingOrganizationsTotalAmt
Affiliated Group Total$0AffiliatedGroupTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$2,434,734,878FilingOrganizationsTotalAmt
Affiliated Group Total$0AffiliatedGroupTotalAmt

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
Affiliated Group Total$0AffiliatedGroupTotalAmt

Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp

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

Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp

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

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$748,516CurrentYearMinus3Amt
Current Year Minus2$829,965CurrentYearMinus2Amt
Current Year Minus1$863,962CurrentYearMinus1Amt
Current Year$778,346CurrentYearAmt
Total$3,220,789TotalAmt

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
Donor Advised Funds Contri$979,518DonorAdvisedFundsContriAmt
Donor Advised Funds Grants$721,050DonorAdvisedFundsGrantsAmt
Donor Advised Funds Vl EOY$14,800,342DonorAdvisedFundsVlEOYAmt
Disclosed Org Leg CtrlYes (true)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (true)DisclosedForCharitablePrpsInd

CY Endwmt Fund CYEndwmtFundGrp

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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$5,574,319,000BeginningYearBalanceAmt
Contributions$393,797,000ContributionsAmt
Investment Earnings Or Losses$594,849,000InvestmentEarningsOrLossesAmt
Grants Or Scholarships$59,645,003GrantsOrScholarshipsAmt
Other Expenditures$220,189,997OtherExpendituresAmt
Administrative Expenses$0AdministrativeExpensesAmt
End Year Balance$6,283,130,000EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$5,474,935,000BeginningYearBalanceAmt
Contributions$210,535,000ContributionsAmt
Investment Earnings Or Losses$204,262,000InvestmentEarningsOrLossesAmt
Grants Or Scholarships$41,493,408GrantsOrScholarshipsAmt
Other Expenditures$273,919,592OtherExpendituresAmt
Administrative Expenses$0AdministrativeExpensesAmt
End Year Balance$5,574,319,000EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$4,726,940,000BeginningYearBalanceAmt
Contributions$146,273,000ContributionsAmt
Investment Earnings Or Losses$856,610,000InvestmentEarningsOrLossesAmt
Grants Or Scholarships$52,624,971GrantsOrScholarshipsAmt
Other Expenditures$202,263,029OtherExpendituresAmt
Administrative Expenses$0AdministrativeExpensesAmt
End Year Balance$5,474,935,000EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.51BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.18PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.31TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$28,388,669OtherCostOrOtherBasisAmt
Book Value$28,388,669BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$2,914,646,311OtherCostOrOtherBasisAmt
Depreciation$1,057,013,069DepreciationAmt
Book Value$1,857,633,242BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$21,224,876OtherCostOrOtherBasisAmt
Depreciation$8,426,573DepreciationAmt
Book Value$12,798,303BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$517,151,678OtherCostOrOtherBasisAmt
Depreciation$372,524,595DepreciationAmt
Book Value$144,627,083BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$2,043,447,297TotalBookValueLandBuildingsAmt

Financial Derivatives FinancialDerivativesGrp

FieldValueIRS element (for citing)
Book Value$2,043,163,988BookValueAmt
Method ValuationFMethodValuationCd

Other Securities OtherSecuritiesGrp

FieldValueIRS element (for citing)
DescEquity, fixed income, real assets, etcDesc
Book Value$5,565,264,808BookValueAmt
Method ValuationFMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Securities$7,608,428,796TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (6 entries)

DescDescAmtAmt
Deposits payable, actuarial liability of annuities payable$123,769,750
Government advances for student loans$38,830,000
Asset retirement obligations$121,035,466
Taxable bonds - series 2012$200,000,000
Taxable bonds - series 2013$579,744,000
Taxable bonds - series 2015$499,343,000
FieldValueIRS element (for citing)
Total Liability$1,562,722,216TotalLiabilityAmt
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 5 - 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 as 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 (2 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 government for research purposes and for financial aid to students; additional financial aid support for students is received from agencies of the state of Illinois.

Schedule F IRS990ScheduleF

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

Account Activities Outside US AccountActivitiesOutsideUSGrp (46 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
Middle East and North Africa1134,Maintaining offices, employees, or agentsInternational campus in Doha, Qatar for students in journalism and communication$40,300,963
Central America and the Caribbean00Investments$1,482,200,000
Europe (Including Iceland and Greenland)00Investments$141,360,000
North America (Canada & Mexico only)00Investments$46,660,000
Sub-Saharan Africa00Investments$80,880,000
Central America and the Caribbean00Grantmaking$117,310
East Asia and the Pacific00Grantmaking$806,926
Europe (Including Iceland and Greenland)00Grantmaking$2,715,944
Middle East and North Africa00Grantmaking$357,157
North America (Canada & Mexico only)00Grantmaking$883,389
Russia and Neighboring States00Grantmaking$20,542
South America00Grantmaking$103,706
South Asia00Grantmaking$196,506
Sub-Saharan Africa00Grantmaking$370,928
East Asia and the Pacific00,Program-related investments$1,668
Europe (Including Iceland and Greenland)00,Program-related investments$31,002
Middle East and North Africa00,Program-related investments$5,000
Central America and the Caribbean00Unrelated Business Activities$16,590
East Asia and the Pacific00Unrelated Business Activities$2,631
Europe (Including Iceland and Greenland)00Unrelated Business Activities$16,727
North America (Canada & Mexico only)00Unrelated Business Activities$1,811
South America00Unrelated Business Activities$1,931
Sub-Saharan Africa00Unrelated Business Activities$1,631
Central America and the Caribbean00Program ServicesBusiness travel abroad (includes travel to attend seminars and conferences and research-related travel)$108,255
East Asia and the Pacific00Program ServicesBusiness travel abroad (includes travel to attend seminars and conferences and research-related travel)$1,730,131
Europe (Including Iceland and Greenland)00Program ServicesBusiness travel abroad (includes travel to attend seminars and conferences and research-related travel)$2,924,275
Middle East and North Africa00Program ServicesBusiness travel abroad (includes travel to attend seminars and conferences and research-related travel)$699,228
North America (Canada & Mexico only)00Program ServicesBusiness travel abroad (includes travel to attend seminars and conferences and research-related travel)$479,263
Russia and Neighboring States00Program ServicesBusiness travel abroad (includes travel to attend seminars and conferences and research-related travel)$33,624
South America00Program ServicesBusiness travel abroad (includes travel to attend seminars and conferences and research-related travel)$321,651
South Asia00Program ServicesBusiness travel abroad (includes travel to attend seminars and conferences and research-related travel)$184,265
Sub-Saharan Africa00Program ServicesBusiness travel abroad (includes travel to attend seminars and conferences and research-related travel)$282,545
Central America and the Caribbean00Program ServicesStudy abroad programs and courses abroad$390,377
East Asia and the Pacific00Program ServicesStudy abroad programs and courses abroad$3,350,322
Europe (Including Iceland and Greenland)00Program ServicesStudy abroad programs and courses abroad$2,881,834
Middle East and North Africa00Program ServicesStudy abroad programs and courses abroad$1,791,499
North America (Canada & Mexico only)00Program ServicesStudy abroad programs and courses abroad$570,178
South America00Program ServicesStudy abroad programs and courses abroad$256,598
South Asia00Program ServicesStudy abroad programs and courses abroad$164,859
Sub-Saharan Africa00Program ServicesStudy abroad programs and courses abroad$790,965
East Asia and the Pacific00Fundraising$216,509
Europe (Including Iceland and Greenland)00Fundraising$42,372
Middle East and North Africa00Fundraising$18,893
North America (Canada & Mexico only)00Fundraising$4,482
South Asia00Fundraising$25,834
Sub-Saharan Africa00Fundraising$2,000
FieldValueIRS element (for citing)
Subtotal Offices1SubtotalOfficesCnt
Subtotal Employees134SubtotalEmployeesCnt
Continutation Total Office0ContinutationTotalOfficeCnt
Continutation Total Employee0ContinutationTotalEmployeeCnt
Total Office1TotalOfficeCnt
Total Employee134TotalEmployeeCnt
Subtotal Spent$1,797,006,041SubtotalSpentAmt
Continuation Spent$17,316,280ContinuationSpentAmt
Total Spent$1,814,322,321TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp (41 entries)

RegionRegionTxtPurpose Of GrantPurposeOfGrantTxtCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxt
Middle East and North AfricaGrant subaward from sponsored research funds$12,777ACH direct deposit or Check
North America (Canada & Mexico only)Grant subaward from sponsored research funds$25,978ACH direct deposit or Check
Europe (Including Iceland and Greenland)Grant subaward from sponsored research funds$69,145ACH direct deposit or Check
North America (Canada & Mexico only)Grant subaward from sponsored research funds$51,500ACH direct deposit or Check
North America (Canada & Mexico only)Grant subaward from sponsored research funds$18,715ACH direct deposit or Check
Europe (Including Iceland and Greenland)Grant subaward from sponsored research funds$60,422ACH direct deposit or Check
Europe (Including Iceland and Greenland)Grant subaward from sponsored research funds$32,659ACH direct deposit or Check
North America (Canada & Mexico only)Grant subaward from sponsored research funds$3,900ACH direct deposit or Check
Europe (Including Iceland and Greenland)Grant subaward from sponsored research funds$75,159ACH direct deposit or Check
North America (Canada & Mexico only)Grant subaward from sponsored research funds$14,522ACH direct deposit or Check
North America (Canada & Mexico only)Grant subaward from sponsored research funds$42,276ACH direct deposit or Check
East Asia and the PacificGrant subaward from sponsored research funds$297,138ACH direct deposit or Check
Sub-Saharan AfricaGrant subaward from sponsored research funds$81,740ACH direct deposit or Check
Europe (Including Iceland and Greenland)Grant subaward from sponsored research funds$93,427ACH direct deposit or Check
North America (Canada & Mexico only)Grant subaward from sponsored research funds$6,250ACH direct deposit or Check
North America (Canada & Mexico only)Grant subaward from sponsored research funds$550,329ACH direct deposit or Check
Middle East and North AfricaGrant subaward from sponsored research funds$42,134ACH direct deposit or Check
Europe (Including Iceland and Greenland)Grant subaward from sponsored research funds$94,512ACH direct deposit or Check
North America (Canada & Mexico only)Grant subaward from sponsored research funds$101,648ACH direct deposit or Check
North America (Canada & Mexico only)Grant subaward from sponsored research funds$23,500ACH direct deposit or Check
Europe (Including Iceland and Greenland)Grant subaward from sponsored research funds$108,189ACH direct deposit or Check
North America (Canada & Mexico only)Grant subaward from sponsored research funds$28,203ACH direct deposit or Check
Europe (Including Iceland and Greenland)Grant subaward from sponsored research funds$78,578ACH direct deposit or Check
South AsiaGrant subaward from sponsored research funds$72,360ACH direct deposit or Check
Sub-Saharan AfricaGrant subaward from sponsored research funds$111,966ACH direct deposit or Check
Europe (Including Iceland and Greenland)Grant subaward from sponsored research funds$185,213ACH direct deposit or Check
Europe (Including Iceland and Greenland)Grant subaward from sponsored research funds$50,741ACH direct deposit or Check
Sub-Saharan AfricaGrant subaward from sponsored research funds$41,023ACH direct deposit or Check
Sub-Saharan AfricaGrant subaward from sponsored research funds$18,198ACH direct deposit or Check
Europe (Including Iceland and Greenland)Grant subaward from sponsored research funds$9,751ACH direct deposit or Check
Middle East and North AfricaGrant subaward from sponsored research funds$228,894ACH direct deposit or Check
East Asia and the PacificGrant subaward from sponsored research funds$100,439ACH direct deposit or Check
Sub-Saharan AfricaGrant subaward from sponsored research funds$12,618ACH direct deposit or Check
Sub-Saharan AfricaGrant subaward from sponsored research funds$48,589ACH direct deposit or Check
Central America and the CaribbeanGrant subaward from sponsored research funds$117,310ACH direct deposit or Check
East Asia and the PacificGrant subaward from sponsored research funds$160,176ACH direct deposit or Check
East Asia and the PacificGrant subaward from sponsored research funds$27,098ACH direct deposit or Check
Europe (Including Iceland and Greenland)Grant subaward from sponsored research funds$38,871ACH direct deposit or Check
South AsiaGrant subaward from sponsored research funds$80,166ACH direct deposit or Check
South AsiaCharitable contribution raised by student organization$12,770ACH direct deposit or Check
Sub-Saharan AfricaCharitable contribution raised by student organization$38,000ACH direct deposit or Check
FieldValueIRS element (for citing)
Total501c3 Org2Total501c3OrgCnt
Total Other Org39TotalOtherOrgCnt

Foreign Individuals Grants ForeignIndividualsGrantsGrp (8 entries)

Type Of AssistanceTypeOfAssistanceTxtRegionRegionTxtRecipientRecipientCntCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxt
Grants disbursed during student's enrollment in international programEast Asia and the Pacific17$222,075Applied to student account; credits are refunded by check
Grants disbursed during student's enrollment in international programEurope (Including Iceland and Greenland)138$1,819,278Applied to student account; credits are refunded by check
Grants disbursed during student's enrollment in international programMiddle East and North Africa12$73,352Applied to student account; credits are refunded by check
Grants disbursed during student's enrollment in international programNorth America (Canada & Mexico only)1$16,570Applied to student account; credits are refunded by check
Grants disbursed during student's enrollment in international programRussia and Neighboring States1$20,542Applied to student account; credits are refunded by check
Grants disbursed during student's enrollment in international programSouth America8$103,706Applied to student account; credits are refunded by check
Grants disbursed during student's enrollment in international programSouth Asia2$31,210Applied to student account; credits are refunded by check
Grants disbursed during student's enrollment in international programSub-Saharan Africa13$56,794Applied 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 OMB A-21 cost principles; also, ASRSP requests and collects audit reports from subaward recipients to monitor compliance. If the information is not furnished to ASRSP, payment may be withheld. Grants and other assistance are awarded to students on the basis of financial need following University policies developed to meet regulatory requirements (federal methodology) and guided by the College Board (institutional methodology). Merit scholarships are awarded based upon talent (eg, academic, music, and athletic). All of these awarded grants are allowed to be used by the students towards any type of costs; no subsequent monitoring is required.
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 41 organizations that received grants in Part II, 32 are universities, colleges, and hospitals; five are research centers; one is a healthcare NGO; and two are section 501(c)(3) organizations.
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 student's 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 (7 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdActivityActivityTxtFundraiser Control Of FundsFundraiserControlOfFundsIndGross ReceiptsGrossReceiptsAmtRetained By ContractorRetainedByContractorAmtNet To OrganizationNetToOrganizationAmtAddress Line2USAddress/AddressLine2Txt
Helen Brown Group
48 Summer StreetWatertownMA02472Fundraising campaign consultantfalse$0$41,196-$41,196
Alexander Ross Group
2406 Prairie AveEvanstonIL60201Fundraising campaign consultantfalse$0$39,585-$39,585
Stelter
10435 New York AveDes MoinesIA50322Fundraising marketing consultantfalse$0$8,500-$8,500
Linda Meadow
576 East Channel RdSanta MonicaCA90402Fundraising campaign consultantfalse$0$30,248-$30,248
Syndio Social
800 W Huron StChicagoIL60642Fundraising marketing consultantfalse$0$8,000-$8,000Suite 200
Ruffalo Noel Levitz
PO Box 718Des MoinesIA50303Phone solicitationfalse$213,885$57,267$156,618
Meeting Achievements Inc
232 E 500 NValparaisoIN46383Symposium sponsorship solicitorYes (true)$499,500$83,216$416,284
FieldValueIRS element (for citing)
Total Gross Receipts$713,385TotalGrossReceiptsAmt
Total Retained By Contractors$268,012TotalRetainedByContractorsAmt
Total Net To Organization$445,373TotalNetToOrganizationAmt
Licensed StatesAKLicensedStatesCd
Licensed StatesCOLicensedStatesCd
Licensed StatesDCLicensedStatesCd
Licensed StatesMDLicensedStatesCd
Licensed StatesMILicensedStatesCd
Licensed StatesNHLicensedStatesCd
Licensed StatesOHLicensedStatesCd
Licensed StatesORLicensedStatesCd
Licensed StatesSCLicensedStatesCd
Licensed StatesWALicensedStatesCd
Licensed StatesALLicensedStatesCd
Licensed StatesARLicensedStatesCd
Licensed StatesCALicensedStatesCd
Licensed StatesHILicensedStatesCd
Licensed StatesMELicensedStatesCd
Licensed StatesMSLicensedStatesCd
Licensed StatesNYLicensedStatesCd
Licensed StatesUTLicensedStatesCd
Licensed StatesVALicensedStatesCd

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1Dance MarathonEvent1Nm
Gross Receipts Event1$1,016,211GrossReceiptsEvent1Amt
Charitable Contri Event1$947,301CharitableContriEvent1Amt
Gross Revenue Event1$68,910GrossRevenueEvent1Amt
Rent Facility Costs Event1$76,884RentFacilityCostsEvent1Amt
Other Direct Expenses Event1$9,894OtherDirectExpensesEvent1Amt
Event2Golf and Dinner ReceptionEvent2Nm
Gross Receipts Event2$494,900GrossReceiptsEvent2Amt
Charitable Contri Event2$484,175CharitableContriEvent2Amt
Gross Revenue Event2$10,725GrossRevenueEvent2Amt
Food And Beverage Event2$31,776FoodAndBeverageEvent2Amt
Entertainment Event2$5,641EntertainmentEvent2Amt
Other Direct Expenses Event2$30,209OtherDirectExpensesEvent2Amt
Other Events Total16OtherEventsTotalCnt
Gross Receipts Other Events$1,513,005GrossReceiptsOtherEventsAmt
Charitable Contri Other Events$1,087,837CharitableContriOtherEventsAmt
Gross Revenue Other Events$425,168GrossRevenueOtherEventsAmt
Rent Fclty Costs Other Events$35,029RentFcltyCostsOtherEventsAmt
Food And Beverage Other Events$239,028FoodAndBeverageOtherEventsAmt
Entertainment Other Events$11,943EntertainmentOtherEventsAmt
Oth Direct Expnss Other Events$262,972OthDirectExpnssOtherEventsAmt
Gross Receipts Total$3,024,116GrossReceiptsTotalAmt
Charitable Contributions Tot$2,519,313CharitableContributionsTotAmt
Gross Revenue Total Events$504,803GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events$111,913RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$270,804FoodAndBeverageTotalEventsAmt
Entertainment Total Events$17,584EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$303,075OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$703,376DirectExpenseSummaryEventsAmt
Net Income Summary-$198,573NetIncomeSummaryAmt

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule G, Part I, Line 3 State Solicitation RegistrationsNo registration is required in Arizona, Connecticut, Delaware, Florida, Georgia, Idaho, Illinois, Indiana, Iowa, Kansas, Minnesota, Missouri, Montana, Nebraska, New Jersey, New Mexico, North Carolina, Pennsylvania, Rhode Island, South Dakota, Tennessee, Texas, Vermont, West Virginia, Wisconsin, 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 are reflected): Linda Meadow ($1,648) in accordance with the agreement with professional fundraiser which permits reimbursement for direct expenses such as travel; Ruffalo Noel Levitz ($2,067) as agreed for printing and postage.
Schedule G, Part I, Line 2b(iii) Custody of fundsMeeting Achievements received $152,500 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 $152,500 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 expensesLINDA MEADOW-LINDA MEADOW RECEIVED REIMBURSEMENTS OF $1,648 FOR TRAVEL EXPENSES AS AGREED IN ASSOCIATION WITH SERVICES TO THE UNIVERSITY.;RUFFALO NOEL LEVITZ-RUFFALO NOEL LEVITZ RECEIVED REIMBURSEMENTS FOR EXPENSES OF $2,067 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 (276 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxtAddress Line2USAddress/AddressLine2TxtNon Cash AssistanceNonCashAssistanceAmt
Access Community Health Network
222 N Canal StChicagoIL60606363317058501(c)(3)$345,417Support of research activities
ACLU of Missouri
454 Whittier StSt LouisMO63108436070952501(c)(3)$57,473Support of charitable community organization
Advocate Health Care
3075 Highland Parkway Suite 600Downers GroveIL60515362169147501(c)(3)$98,829Support of research activities
Aging & In-Home Services of Northeast Indiana Inc
2927 Lake AveFort WayneIN46805351341437501(c)(3)$130,918Support of research activities
Alliance of Chicago Community Health Services LLC
215 W Ohio St 4th FloorChicagoIL60654364444309$700,269Support of research activities
Allowance for Good
990 Grove StEvanstonIL60201272962097501(c)(3)$20,000Support of charitable community organizationSuite 407
American Brain Tumor Association
8550 E Bryn Mawr AveChicagoIL60631237286648501(c)(3)$7,500Support of charitable community organization
American College of Surgeons
633 N St Clair StChicagoIL60611362192800501(c)(3)$21,898Support of research activities
American Institutes for Research
1000 Thomas Jefferson St NWWashingtonDC20007250965219501(c)(3)$227,214Support of research activities
Ann & Robert H Lurie Children's Hospital of Chicago
225 E Chicago AvenueChicagoIL60611362170833501(c)(3)$2,928,114Support of research activities
Applied Communication Sciences
150 Mount Airy RoadBasking RidgeNJ07920452826612$11,335Support of research activities
Arizona State University
Research and Sponsored ProjectsTempeAZ85287860196696501(c)(3)$389,106Support of research activitiesPO BOX 876011
Arkansas Children's Hospital Research Institute
One Childrens WayLittle RockAR77202710568795501(c)(3)$64,151Support of research activities
Asian Human Services Inc
4753 N Broadway Ste 700ChicagoIL60640363005889501(c)(3)$23,136Support of research activities
ASM International
9639 Kinsman RoadMaterials ParkOH44073346541397501(c)(3)$225,318Support of research activities
AuraSense Therapeutics LLC
8045 Lamon Avenue Suite 410SkokieIL60077452638444$330,668Support of research activities
Banner Alzheimer's Institute
901 E Wiletta StreetPhoenixAZ85006204862361501(c)(3)$7,078Support of research activities
Banner Health
10515 W Santa Fe DriveSun CityAZ85351450233470501(c)(3)$9,960Support of research activities
Baptist Hospital of Miami
8900 N Kendall DrMiamiFL33176590910342501(c)(3)$30,630Support of research activities
Battelle Memorial Institute Pacific Northwest National Laboratory
902 Battelle BlvdRichlandWA99354314379427501(c)(3)$25,000Support of research activities
Baylor College of Medicine
1 Baylor PlazaHoustonTX77030741613878501(c)(3)$52,320Support of research activities
Baylor Research Institute
3310 Live Oak Suite 501DallasTX75204751921898501(c)(3)$61,875Support of research activities
Beckman Research Institute of the City of Hope
1500 East Duarte RoadDuarteCA91010953432210501(c)(3)$27,570Support of research activities
Boston Medical Center
One Boston Medical Center PlBostonMA02118043314093501(c)(3)$865,830Support of research activities
Boston University
One Silber WayBostonMA02215042103547501(c)(3)$498,256Support of research activities
Boys & Girls Clubs of Chicago
550 W Van Buren St Ste 350ChicagoIL60607362166997501(c)(3)$35,624Support of research activities
Brigham and Women's Hospital
75 Francis StBostonMA02115042312909501(c)(3)$10,644Support of research activities
Bronx Defenders
360 E 161st StreetBronxNY10451133931074501(c)(3)$50,000Support of charitable community organization
Brown University
45 Prospect StreetProvidenceRI02912050258809501(c)(3)$78,542Support of research activities
California Institute of Technology
1200 East California BlvdPasadenaCA91125951643307501(c)(3)$273,142Support of research activities
California State University Northridge
18111 Nordhoff StreetNorthridgeCA91330954358677115$63,606Support of research activities
Campbell-Kibler Associates Inc
80 Lakeside DrGrotonMA01450043297519$46,518Support of research activities
Carnegie Mellon University
5000 Forbes AvePittsburghPA15213250969449501(c)(3)$66,940Support of research activities
Case Western Reserve University
10900 Euclid AveClevelandOH44106341018992501(c)(3)$232,693Support of research activities
Center for Economic Progress
567 W Lake StreetChicagoIL60661363693728501(c)(3)$26,142Support of charitable community organizationSuite 1150
Center on Halsted
3656 Halsted StreetChicagoIL60613510178807501(c)(3)$50,111Support of research activities
Chapin Hall Center for Children
1313 EAST 60TH STREETCHICAGOIL60637362167012501(c)(3)$8,387Support of research activities
Charles Stark Draper Laboratory Inc
555 Technology SquareCambridgeMA02139042505372501(c)(3)$198,185Support of research activities
Chicago Academy of the Sciences
2430 North Cannon DriveChicagoIL60614360895575501(c)(3)$25,000Support of charitable community organization
Chicago Association for Research and Education in Science
Building One Rm C347 5000 S 5th AveHinesIL60141363334177501(c)(3)$42,870Support of research activities
Chicago Botanic Garden
1000 Lake Cook RoadGlencoeIL60022362225482501(c)(3)$150,000Support of charitable community organization
Chicago Humanities Festival
500 N DearbornChicagoIL60610367148236501(c)(3)$10,000Support of charitable community organizationSuite 825$0
Chicago Public Schools
125 South Clark Street 6th FloorChicagoIL60603366005821115$642,518Support of research activities
Chicago State University
9501 South King DrChicagoIL60628237034677115$21,538Support of research activities
Chicago's North Shore Convention & Visitors' Bureau
8001 N Lincoln Ave 715SkokieIL60077364449110501(c)(6)$25,000Support of community organization
Children's Hospital Colorado
13123 E 16th AvenueAuroraCO80045840166760501(c)(3)$34,619Support of research activities
Children's Hospital Los Angeles
4650 Sunset Blvd MS 130Los AngelesCA90027951690977501(c)(3)$9,665Support of research activities
Children's Hospital Medical Center
3333 Burnet AveCincinnatiOH45229310833936501(c)(3)$113,429Support of research activities
Children's Hospital of Philadelphia
34th Street and Civic Center BlvdPhiladelphiaPA19104231352166501(c)(3)$457,233Support of research activities
Children's Research Institute
111 Michigan Ave NWWashingonDC20010521654453501(c)(3)$39,575Support of research activities
Chinese American Service League
2141 S Tan CtChicagoIL60616362984043501(c)(3)$107,581Support of research activities
Christiana Care Health Services Inc
PO Box 1668WilmingtonDE19899510103684501(c)(3)$11,825Support of research activities
Citizen Schools
308 Congress StreetBostonMA02210043259160501(c)(3)$18,000Support of charitable community organizationMuseum Wharf$0
Clemson University
300 Brackett Hall 321 Calhoun DriveClemsonSC29634576000254115$35,559Support of research activities
Cleveland Clinic Foundation
9500 Euclid AvenueClevelandOH44195340714585501(c)(3)$34,665Support of research activities
Cleveland Clinic Lerner College of Medicine of CWRU
9500 Euclid AveClevelandOH44195912153073501(c)(3)$9,758Support of research activities
Colorado State University
203 Administration BuildingFort CollinsCO80523846000545115$8,811Support of research activities
Columbia University
615 W 131st StNew YorkNY10027131624202501(c)(3)$420,562Support of research activities
Community Action Project of Tulsa County Inc
4606 S Garnett Ste 100TulsaOK74146731019247501(c)(3)$143,521Support of research activities
Community Medical Associates Inc
210 E Gray St Suite 1105LouisvilleKY40202310914919501(c)(3)$93,072Support of research activities
Consulting Radiologists LTD
1221 Nicollet Mall Ste 600MinneapolisMN55403410974675$29,450Support of research activities
Cornell University
222 Day HallIthacaNY14853150532082501(c)(3)$215,752Support of research activities
Dana-Farber Cancer Institute
44 Binney StBostonMA02115042263040501(c)(3)$322,425Support of research activities
Defender Association of Philadelphia
1441 Samsom StPhiladelphiaPA19102231445669501(c)(3)$53,196Support of charitable community organization
Delve LLC
11971 Westline Industrial Dr 200St LouisMO63146200684635$3,102,711Support of research activities
DePaul University
1 E JacksonChicagoIL60604362167048501(c)(3)$51,416Support of research activities
Development Alternatives Inc
7600 Wisconsin Blvd Ste 200BethesdaMD20814520904808$50,000Support of research activities
Dignity Health
4001 J StreetSacramentoCA95819941196203501(c)(3)$31,538Support of research activities
Domestic Violence Legal Clinic
555 W Harrison StreetChicagoIL60607363647731501(c)(3)$18,406Support of charitable community organizationNo 1900
Duke University
Chapel DrDurhamNC27705560532129501(c)(3)$866,777Support of research activities
East Carolina University
2200 Charles BlvdGreenvilleNC27858566000403115$5,500Support of research activitiesRm 2906
Electric Power Research Institute Inc
18026 Voss DrOrland ParkIL60467237175375501(c)(3)$40,576Support of research activities
Emory University
201 Dowman DrAtlantaGA30322580566256501(c)(3)$370,589Support of research activities
Engineering and Software System Solutions Inc
550 W C St Ste 1630San DiegoCA92101330976413$47,839Support of research activities
Environmental Law and Policy Center
555 W Harrison StChicagoIL60607363866530501(c)(3)$52,199Support of charitable community organizationSuite 1900
Erie Family Health Center
1701 W Superior StChicagoIL60622363088628501(c)(3)$2,164,825Support of research activities
Evanston Chamber of Commerce
1840 Oak AvenueEvanstonIL60201361051450501(c)(6)$7,010Support of community organization
Evanston Community Foundation
1560 Sherman Avenue No 535EvanstonIL60201363466802501(c)(3)$92,970Charitable fundraising conducted by student organization
Evanston Township High School
1600 Dodge AveEvanstonIL60201300395044115$26,776Support of charitable community organization
EvMark
820 Davis Street Suite 151EvanstonIL60201363571291501(c)(6)$10,750Support of community organization
Executive Frameworks Ltd
2705 W Agatitie Ave 1ChicagoIL60625371450886$70,069Support of research activities
Fayetteville State University
1200 Murchison RdFayettevilleNC28301237029901501(c)(3)$29,044Support of research activities
Feinstein Institute for Medical Research
350 Community DrManhassetNY11030112673595501(c)(3)$6,115Support of research activities
Fiedler Hillel at Northwestern University
629 Foster StreetEvanstonIL60201364412499501(c)(3)$362,570Support of charitable community organization
Florida State University
600 W College AveTallahasseeFL32306591961248115$54,540Support of research activities
Fordham University
441 E Fordham RoadBronxNY10458131740451501(c)(3)$107,667Support of research activities
Foresight Design Initiative
4619 N Ravenswood AvenueChicagoIL60640721559528501(c)(3)$12,000Support of charitable community organization$0
Fox Chase Cancer Center
333 Cottman AvenuePhiladelphiaPA19111236296135501(c)(3)$35,168Support of research activities
FRIENDS OF PRENTICE
251 East Huron StreetChicagoIL60611363930139501(c)(3)$7,500Support of charitable community organization
Geisinger Clinic
100 North Academy AvenueDanvillePA17822231995911501(c)(3)$417,908Support of research activities
Geneva Foundation
917 Pacific Ave Suite 600TacomaWA98402911593913501(c)(3)$29,628Support of research activities
George Mason University
4400 University DrFairfaxVA22030541603842501(c)(3)$19,581Support of research activities
George Washington University
2121 I St NWWashingtonDC20052530196584501(c)(3)$120,879Support of research activities
Georgia Institute of Technology
505 Tenth StAtlantaGA30332580603146501(c)(3)$300,513Support of research activities
Georgia State University
30 Courtland St NE Ste 217AtlantaGA30303581845423501(c)(3)$194,775Support of research activities
GFK Custom Research LLC
420 Lower Wabash AveChicagoIL60611362948619$342,724Support of research activities
Girls 4 Science
47 West 126th PlaceChicagoIL60628270147595501(c)(3)$38,000Support of charitable community organization
Girls in the Game
Union Park FieldhouseChicagoIL60607364024533501(c)(3)$15,000Support of research activities1501 W Randolph St
H Lee Moffitt Cancer Center & Research Institute
12902 Magnolia AveTampaIL33612592451713501(c)(3)$251,838Support of research activities
Harvard University
Massachusetts HallCambridgeMA02138042103580501(c)(3)$1,000,724Support of research activities
HDT Robotics Inc
30500 Aurora Road Suite 100SolonOH44139271422997$306,296Support of research activities
Health Quest Medical Practice PC
45 Reade PlPoughkeepsieNY12601562669185$19,630Support of research activities
Health Research Incorporated Roswell Park Cancer Institute Division
Elm Carlton StsBuffaloNY14263141402155$168,657Support of research activities
Hektoen Institute for Medical Research
2240 W Ogden AveChicagoIL60612362244897501(c)(3)$498,156Support of research activities
Henry M Jackson Foundation for the Advancement of Military Medicine
6720-A Rockledge DrBethesdaMD20817521317896501(c)(3)$255,523Support of research activities
Holocaust Memorial Foundation of Illinois Inc
9603 Woods DrSkokieIL60077363156154501(c)(3)$10,000Support of charitable community organization
Hoosier Cancer Research Network
351 W 10th St Suite 330IndianapolisIN46202260303542501(c)(3)$84,032Support of research activities
Horizon Research Inc
326 Cloister CtChapel HillNC27514561550276$35,563Support of research activities
Illinois Public Health Association
223 S 3rd StSpringfieldIL62701366108790501(c)(3)$19,512Support of research activities
Imerman Angels
205 W Randolph StreetChicagoIL60606205621272501(c)(3)$8,000Support of charitable community organizationFloor 19$0
Indiana University
509 E 3rd StreetBloomingtonIN47401356001673115$176,365Support of research activities
Indiana University Health
1701 North Senate BlvdIndianapolisIN46202352023710501(c)(3)$36,270Support of research activities
Inquire Learning LLC
2625 Weston RdWestonFL33331260733745$37,100Support of research activities
Institute for Neurodegenerative Disorders
60 Temple StNew HavenCT06510061582206501(c)(3)$7,890Support of research activities8th Floor
Institute for Safe Medication Practices
200 Lakeside Drive Suite 200HorshamPA19044232757559501(c)(3)$27,708Support of research activities
Iowa State University
3810 Beardshear HallAmesIA50011426004224115$59,500Support of research activities
J Craig Venter Institute
9704 Medical Center DrRockvilleMD20850521842938501(c)(3)$419,563Support of research activities
Jewish Federation of Metropolitan Chicago
30 South Wells Street No 4049ChicagoIL60606362167761501(c)(3)$348,009Charitable fundraising conducted by student organization
Johns Hopkins University
Charles St and UniversityBaltimoreMD21210520595110501(c)(3)$636,068Support of research activities
Juvenile Protective Association
1707 N Halsted StreetChicagoIL60614362167765501(c)(3)$25,000Support of charitable community organization
Kaiser Foundation Research Institute
3800 N Interstate AvePortlandOR97227941105628501(c)(3)$560,346Support of research activities
Knox County Public Defenders Community Law Office
1101 Liberty StreetKnoxvilleTN37919626007979115$50,000Support of charitable community organization
La Casa Norte
3533 W North AvenueChicagoIL60647364041525$20,000Support of research activities
Lahey Clinic Medical Center
41 Mall RdBurlingtonMA01805042704683501(c)(3)$85,898Support of research activities
Lawyers Alliance for New York
171 Madison AveNew YorkNY10016132666432501(c)(3)$53,711Support of charitable community organization6th Floor
LifeTime Fitness inc
411689746$15,000Support of charitable community organization
Louisiana State University Health Sciences Center
433 Bolivar StNew OrleansLA70112726087770115$19,026Support of research activities
Loyola University Chicago
1032 W Sheridan RdChicagoIL60660361408475501(c)(3)$70,428Support of research activities
Lynn Sage Cancer Research Foundation
251 East Huron StreetChicagoIL60611363727715501(c)(3)$20,000Support of charitable community organizationSuite 3-200
Lyric Opera of Chicago
20 North Wacker DriveChicagoIL60606366008929501(c)(3)$22,500Support of charitable community organizationSuite 860
Magee-Womens Research Institute & Foundation
3339 Ward StPittsburghPA15132251462312501(c)(3)$407,843Support of research activities
Maimonides Medical Center
4802 Tenth AveBrooklynNY11219111635081501(c)(3)$8,600Support of research activities
Massachusetts General Hospital
55 Fruit StBostonMA02114041564655501(c)(3)$581,742Support of research activities
Massachusetts Institute of Technology
77 Massachusetts AveCambridgeMA02142042103594501(c)(3)$141,032Support of research activities
Mayo Clinic Jacksonville
4500 San Pablo RdJacksonvilleFL32224593337028501(c)(3)$179,611Support of research activities
Mayo Clinic Rochester
200 First St SWRochesterMN55905416011702501(c)(3)$30,429Support of research activities
Mayo Clinic Scottsdale
13400 East Shea BlvdScottsdaleAZ85259860800150501(c)(3)$183,498Support of research activities
McGaw YMCA
1000 Grove StEvanstonIL60201362169194501(c)(3)$21,500Support of charitable community organization
Medical College of Wisconsin
8701 Watertown Plank RdMilwaukeeWI53226390806261501(c)(3)$296,613Support of research activities
Medical University of South Carolina
179 Ashley AveCharlestonSC29425576000722115$183,875Support of research activities
Memorial Hospital of Rhode Island
111 Brewster StPawtucketRI02680050259004501(c)(3)$101,498Support of research activities
Memorial Sloan-Kettering Cancer Center
1275 York AveNew YorkNY10065131624182501(c)(3)$520,269Support of research activities
Metropolitan Chicago Breast Cancer Task Force
1645 W Jackson Blvd Suite 450ChicagoIL60612262264895501(c)(3)$38,576Support of research activities
Michigan State University
113 Angell BldgEast LansingMI48824386005984115$232,110Support of research activities
Midwestern University
555 31st StDowners GroveIL60515363377698501(c)(3)$7,622Support of research activities
Millennium Park Foundation
201 East RandolphChicagoIL60601364244167501(c)(3)$10,000Support of charitable community organization
Mind Research Network
1101 Yale Blvd NEAlbuquerqueNM87106850457562501(c)(3)$46,693Support of research activities
Minnesota State University Mankato
228 Wiecking CtrMankatoMN56001411687554115$14,872Support of research activities
Missouri University of Science and Technology
300 W 12th St 202 Centennial HallRollaMO65401436003859115$20,763Support of research activities
Montana State University
309 Montana HallBozemanMT59717816010045115$43,159Support of research activities
Mount Sinai School of Medicine
One Gustave L Levy PlNew YorkNY10029136171197501(c)(3)$37,130Support of research activities
National Bureau of Economic Research Inc
1050 Massachusetts AveCambridgeMA02138131641075501(c)(3)$56,848Support of research activities
National Kidney Foundation of Illinois
215 W Illinois St Ste 1CChicagoIL60654366009226501(c)(3)$20,150Support of research activities
National Patient Safety Foundation
268 Summer St 6th FloorBostonMA02210367166993501(c)(3)$26,155Support of research activities
Near North Health Service Corporation
1276 N Clybourn AveChicagoIL60610363197647501(c)(3)$29,683Support of research activities
New York University
70 Washington Square SouthNew YorkNY10012135562308501(c)(3)$229,572Support of research activities
North Country HealthCare
2920 N Fourth StFlagstaffAZ86004860663432501(c)(3)$58,564Support of research activities
North Dakota State University
1340 Administration AveFargoND58102237120898501(c)(3)$32,907Support of research activities
Northeastern Illinois University
5500 North St Louis AveChicagoIL60625237034689501(c)(3)$26,950Support of research activities
Northern Illinois University
1425 W Lincoln HwyDeKalbIL60115366086819501(c)(3)$32,291Support of research activities
NorthShore University HealthSystem Research Institute
2650 Ridge AveEvanstonIL60201364191793501(c)(3)$1,110,966Support of research activities
Northwestern Medical Faculty Foundation Inc
680 N Lake Shore DrChicagoIL60611363097297501(c)(3)$952,119Support of research activities
Northwestern Medical Group
251 E Huron StChicagoIL60611364724966501(c)(3)$27,239,363Support of charitable community organizationSuite 1630
Northwestern Memorial Hospital
251 E Huron StChicagoIL60611370960170501(c)(3)$667,596Support of research activities
Northwestern Memorial Physicians Group
680 N Lake Shore DrChicagoIL60611364030256$94,600Support of research activities
Northwestern University Settlement House (Evanston board)
1400 West Augusta BlvdChicagoIL60642362167818501(c)(3)$25,000Support of charitable community organization
Ohio State University
154 W 12th AveColumbusOH43210316025986115$341,710Support of research activities
Oklahoma Medical Research Foundation
825 NE 13th StreetOklahoma CityOK73104730580274501(c)(3)$19,149Support of research activities
Onegoal
215 West Superior Suite 700ChicagoIL60654562369898501(c)(3)$38,000Support of charitable community organization
OptumHealth Care Solutions Inc
6300 Olson Memorial HwyGolden ValleyMN55427411591944$6,450Support of research activities
Oregon Health & Science University
3181 Southwest Sam Jackson Park RdPortlandOR97239931176109115$24,228Support of research activities
Oregon Social Learning Center Inc
10 Shelton Mcmurphey BlvdEugeneOR97401930679478501(c)(3)$10,141Support of research activities
Pacific Health Research and Education Institute
3375 Koapaka St Ste I-540HonoluluHI96819990303308501(c)(3)$8,400Support of research activities
Park Nicollet Institute
3800 Park Nicollet BlvdSt Louis ParkMN55416363465840501(c)(3)$6,980Support of research activities
Parkinson's & Movement Disorder Institute
9940 Talbert AveFountain ValleyCA92708330865882$6,980Support of research activitiesSuite 204
PCC Community Wellness Center
14 Lake StOak ParkIL60302363828320501(c)(3)$20,771Support of research activities
Pennsylvania State University
308 Old MainUniversity ParkPA16802246000376115$347,596Support of research activities
Project Onward
1200 W 35th StreetChicagoIL60609455187731501(c)(3)$15,000Support of research activities
Protabit LLC
251 Lake Ave Suite 910PasadenaCA91101293904491$158,723Support of research activities
Puerto Rican Cultural Center
2700 W Haddon AveChicagoIL60622237347778501(c)(3)$24,510Support of research activities
Purdue University
Office of AdministrationWest LafayetteIN47906356002041115$60,592Support of research activities
Queen's Medical Center
1301 Punchbowl StHonoluluHI96813990073524501(c)(3)$27,300Support of research activities
QuesTek Innovations LLC
1820 Ridge AvenueEvanstonIL60201364116425$201,736Support of research activities
Ravinia Festival Association
418 Sheridan RoadHighland ParkIL60035366002273501(c)(3)$12,000Support of charitable community organization
Raytheon BBN Technologies
10 Moulton AtreetCambridgeMA02138412126829$176,656Support of research activities
Rehabilitation Institute of Chicago
345 E Superior StChicagoIL60611362256036501(c)(3)$205,356Support of research activities
Rehabilitation Institute Research Corporation
345 E Superior StChicagoIL60611363728711501(c)(3)$67,923Support of research activities
Research Foundation of the City University of New York
230 West 41st Street 7th FloorNew YorkNY10036131988190501(c)(3)$347,178Support of research activities
Research Foundation of the State of New York
35 State StreetAlbanyNY12207141368361501(c)(3)$14,688Support of research activities
Research Triangle Institute
12 Davis DrResearch Triangle ParkNC27709560686338501(c)(3)$41,898Support of research activities
Rho Federal Systems Division Inc
6330 Quadrangle DrChapel HillNC27517561927659$61,547Support of research activities
Rockefeller University
1230 York AveNew YorkNY10065131624158501(c)(3)$179,142Support of research activities
Rush University Medical Center
1653 W Congress ParkwayChicagoIL60612362174823501(c)(3)$1,334,574Support of research activities
Rutgers University
57 US Highway 1New BrunswickNJ08901226001086115$19,525Support of research activities
Saint Louis University
One Grand BlvdSt LouisMO63103430654872501(c)(3)$48,748Support of research activities
Sanford-Burnham Medical Research Institute
10901 North Torrey Pines RdLa JollaCA92037510197108501(c)(3)$444,699Support of research activities
Scripps Health
4275 Campus Point CtSan DiegoCA92121951684089501(c)(3)$42,411Support of research activities
Scripps Research Institute
10550 North Torrey Pines RdLa JollaCA92037330435954501(c)(3)$968,962Support of research activities
Sheil Catholic Center
2110 Sheridan RoadEvanstonIL60201362167761501(c)(3)$525,000Support of charitable community organization
Siena College
515 Loudon RdLoudonvilleNY12211141338498501(c)(3)$17,262Support of research activities
Society for Research on Educational Effectivenesss
2040 Sheridan RdEvanstonIL60208264739791501(c)(3)$241,413Support of research activities
SRI International
201 Washington RdPrincetonNJ08540941160950501(c)(3)$53,064Support of research activities
Stanford University
295 Galvez StStanfordCA94305941156365501(c)(3)$453,202Support of research activities
STARLIGHT CHILDREN'S FOUNDATION
2049 Century Park EastLos AngelesCA90067953802159501(c)(3)$814,229Charitable fundraising conducted by student organizationSuite 4320
Temple University
1801 N Broad StreetPhiladelphiaPA19122231365971501(c)(3)$362,421Support of research activities
The Art Institute of Chicago
111 S Michigan AveChicagoIL60603362167725501(c)(3)$10,000Support of charitable community organization
The University of Texas Health Science Center at San Antonio
4502 Medical DrSan AntonioTX78229741717115115$490,522Support of research activities
Trinity Health & Wellness Center
219 Sunset AvenueDallasTX75208752306145501(c)(3)$327,124Support of research activities
Tufts University
Tufts UniversityMedfordMA02155042103634501(c)(3)$40,230Support of research activities
Tulane University
6823 St Charles AveNew OrleansLA70118720423889501(c)(3)$850,451Support of research activities
US Geological Survey
3595 E Patrick Lane Suite 100Las VegasNV89120530196958115$49,953Support of research activities
UChicago Argonne LLC Argonne National Laboratory
9700 S Cass AveLemontIL60439680628477115$89,488Support of research activities
United Way of Metropolitan Chicago
333 South Wabash AvenueChicagoIL60604300200478501(c)(3)$15,000Support of charitable community organization30th floor
UnitedHealth Group Inc
PO Box 1459MinneapolisMN55440411289245$24,300Support of research activities
University of Akron
302 E Buchtel AveAkronOH44325346002924115$50,563Support of research activities
University of Alabama at Birmingham
1530 3rd Ave SouthBirminghamAL35294636005396115$164,614Support of research activities
University of Arizona
617 N Santa Rita AveTucsonAZ85721742652689115$14,710Support of research activities
University of California Berkeley
200 California HallBerkeleyCA94720946002123115$208,955Support of research activities
University of California Davis
One Shields AveDavisCA95616946036494115$390,316Support of research activities
University of California Irvine
Office of AdministrationIrvineCA92697952226406115$545,137Support of research activities
University of California Los Angeles
Hillgard AveLos AngelesCA90095956006143115$724,360Support of research activities
University of California San Diego
9500 Gilman DrLa JollaCA92093956006144115$142,452Support of research activities
University of California San Francisco
505 Parnassus AveSan FranciscoCA94143566001393115$880,986Support of research activities
University of California Santa Barbara
4105 Cheadle HallSanta BarbaraCA93106956006145115$26,048Support of research activities
University of Chicago
5801 S Ellis AveChicagoIL60637362177139501(c)(3)$7,718,183Support of research activities
University of Cincinnati
2600 Clifton AveCincinnatiOH45221316000989115$19,800Support of research activities
University of Colorado at Boulder
914 Broadway StBoulderCO80302846000555115$201,331Support of research activities
University of Connecticut
438 Whitney Rd Ext Unit 1133StorrsCT06269060772160115$252,031Support of research activities
University of Connecticut Health Center
263 Farmington AveFarmingtonCT06030237187838501(c)(3)$35,948Support of research activities
University of Florida
201 Criser HallGainesvilleFL32611596002052115$12,643Support of research activities
University of Illinois at Urbana-Champaign
601 E John StChampaignIL61820376000511115$4,157,296Support of research activities
University of Kentucky
100 Funkhouser BldgLexingtonKY40506616001218115$128,836Support of research activities
University of Maryland
2108 Mitchell BldgCollege ParkMD20742526002033115$115,183Support of research activities
University of Massachusetts Amherst
Office of AdministrationAmherstMA01003043167352115$141,294Support of research activities
University of Memphis
3720 Alumni AveMemphisTN38152626048540115$95,912Support of research activities
University of Miami
1252 Memorial DrCoral GablesFL33146590624458501(c)(3)$611,066Support of research activities
University of Michigan
515 E JeffersonAnn ArborMI48109386000134115$1,023,681Support of research activities
University of Minnesota
101 Pleasant StMinneapolisMN55455416007513115$848,628Support of research activities
University of Nebraska Medical Center
987835 Nebraska Medical CenterOmahaNE68198470491233115$14,213Support of research activities
University of Nebraska-Lincoln
University of Nebraska-LincolnLincolnNE68588470049123115$82,102Support of research activities
University of Nevada Las Vegas
4505 S Maryland PkwyLas VegasNV89154886000024115$26,900Support of research activities
University of North Carolina at Chapel Hill
9201 University City BlvdCharlotteNC28223566000642115$270,436Support of research activities
University of Notre Dame
317 Main BuildingNortre DameIN46556350868188501(c)(3)$71,277Support of research activities
University of Oklahoma
660 Parrington OvalNormanOK73019736017987115$436,618Support of research activities
University of Pennsylvania
3451 Walnut StPhiladelphiaPA19104231352685501(c)(3)$703,486Support of research activities
University of Pittsburgh
4227 Fifth AvePittsburghPA15260250965591501(c)(3)$459,572Support of research activities
University of Rochester
Office of AdministrationRochesterNY14627160743209501(c)(3)$11,555Support of research activities
University of South Florida - Tampa
4202 E Fowler AveTampaFL33620593102112115$13,733Support of research activities
University of Southern California
1540 Alcazar StLos AngelesCA90089951642394501(c)(3)$596,593Support of research activities
University of Texas at Arlington
701 S Nedderman DriveArlingtonTX76019756000121115$236,729Support of research activities
University of Texas at Austin
2100 San Jacinto BlvdAustinTX78712746000203115$612,449Support of research activities
University of Texas at El Paso
500 W University AveEl PasoTX79968746000813115$64,334Support of research activities
University of Texas Health Science Center at Houston
7000 Fannin UCT 1006HoustonTX77030741761309115$20,766Support of research activities
University of Texas M D Anderson Cancer Center
1515 Holcombe BlvdHoustonTX77030760273984115$103,857Support of research activities
University of Texas Southwestern Med Ctr at Dallas
5323 Harry Hines BlvdDallasTX75390756002868115$394,300Support of research activities
University of Utah
201 S 1460 ESalt Lake CityUT84112876000121115$464,734Support of research activities
University of Virginia
1 College ParkWiseVA24293546001796115$688,852Support of research activities
University of Washington
1410 NE Campus ParkwaySeattleWA98195916001537115$1,175,280Support of research activities
University of Wisconsin-Madison
716 Langdon StMadisonWI53706391805963115$1,250,230Support of research activities
Vanderbilt University
Office of AdministrationNashvilleTN37240620476822501(c)(3)$660,531Support of research activities
Veterans Medical Research Foundation of San Diego
3350 La Jolla Village DrSan DiegoCA92161330189397501(c)(3)$25,990Support of research activities
Virginia Commonwealth University
PO BOX 843035RichmondVA23284540757884115$6,726Support of research activities
Wake Forest University Health Sciences
1834 Wake Forest RdWinstonSalemNC27106900222618501(c)(3)$10,990Support of research activities
Walgreen Co
108 Wilmot RdDeerfieldIL60015361924025$228,534Support of research activities
Washington State University
NE Wilson RoadPullmanWA99164916001108501(c)(3)$55,091Support of research activities
Washington University in St Louis
One Brookings DrSt LouisMO63130430653611501(c)(3)$318,158Support of research activities
Wayne State University
PO Box 02759DetroitMI48202383555142501(c)(3)$85,557Support of research activities
Weill Cornell Medical College
445 E 69th StreetNew YorkNY10021131623978501(c)(3)$19,275Support of research activities
West Virginia University Research Corporation
886 Chestnut Ridge Rd Suite 302MorgantownWV26506550665758501(c)(3)$11,100Support of research activities
Westside Institute for Science and Education
820 S Damon AveChicagoIL60612363712391501(c)(3)$71,387Support of research activities
Window to the World Communications Inc
5400 North St Louis AvenueChicagoIL60625362246703501(c)(3)$10,000Support of charitable community organization
World Business Chicago
177 N State St Ste 500ChicagoIL60601364313685501(c)(3)$55,000Support of charitable community organization
Wright State University
3640 Colonel Glenn HwyDaytonOH45435310732831115$36,863Support of research activities
Yale University
140 Prospect StNew HavenCT06511060646973501(c)(3)$543,987Support of research activities
YMCA of Metropolitan Chicago
824 N HamlinChicagoIL60651362179782501(c)(3)$49,194Support of research activities
YMCA of the USA
101 N Wacker Drive Suite 1600ChicagoIL60606363258696501(c)(3)$29,436Support of research activities
FieldValueIRS element (for citing)
Total501c3 Org247Total501c3OrgCnt
Total Other Org29TotalOtherOrgCnt

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.11664$300,016,177$13,456Estimated FMVCoats and computers
Prizes and awards reflect prizes and awards to non-employees in recognition of an accomplishment, activity, or event.240$776,193$0

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule I, Part I, Line 2 Description Of Procedure For Monitoring Use Of Grant FundsExplanation: 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 ASRP and confirmed with the principal investigator. The principal investigator must certify that the subaward costs are in accordance with the OMB A-21 cost principles; also, ASRSP requests and collects audit reports from subaward recipients to monitor compliance. If the information is not furnished to ASRSP, payment may be withheld. Grants and other assistance are awarded to students on the basis of financial need following University policies developed to meet regulatory requirements (federal methodology) and guided by the College Board (institutional methodology). Merit scholarships are awarded based upon talent (eg, academic, music, and athletic). All of these awarded grants are allowed to be used by the students towards any type of costs; no subsequent monitoring is required.
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 ASRP and confirmed with the principal investigator. The principal investigator must certify that the subaward costs are in accordance with the OMB A-21 cost principles; also, ASRSP requests and collects audit reports from subaward recipients to monitor compliance. If the information is not furnished to ASRSP, payment may be withheld. Grants and other assistance are awarded to students on the basis of financial need following University policies developed to meet regulatory requirements (federal methodology) and guided by the College Board (institutional methodology). Merit scholarships are awarded based upon talent (eg, academic, music, and athletic). All of these awarded grants are allowed to be used by the students towards any type of costs; no subsequent monitoring is required.

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 PaymentfalseSeverancePaymentInd
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 (25 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$924,658$0$100,000$0$1,139,078$0$111,417$0$188,842$0$2,463,995$0$750,000$0
Daniel I Linzer
Provost$603,182$0$50,000$0$17,483$0$176,000$0$21,574$0$868,239$0$868,239$0
Nimalan Chinniah
Executive Vice President$246,786$0$150,000$0$120$0$16,042$0$5,267$0$418,215$0$0$0
Mary L Baglivo
VP Global Marketing$396,916$0$0$0$1,232$0$26,000$0$16,916$0$441,064$0$0$0
Pamela S Beemer
VP for Human Resources$325,013$0$5,000$0$258,304$0$26,000$0$4,558$0$618,875$0$0$0
Thomas G Cline
VP and General Counsel$505,475$0$50,000$0$19,084$0$92,667$0$47,466$0$714,692$0$0$0
Alan K Cubbage
VP University Relations$251,417$0$0$0$24,684$0$26,000$0$878$0$302,979$0$0$0
James M Hurley
VP for Budget and Planning$373,392$0$15,000$0$240,254$0$53,777$0$8,770$0$691,193$0$0$0
Marilyn McCoy
VP for Administration$295,028$0$0$0$19,195$0$26,000$0$19,225$0$359,448$0$0$0
William H McLean
VP and Chief Investment Officer$752,952$0$2,204,930$0$272,880$0$1,144,841$0$26,998$0$4,402,601$0$995,683$0
Robert E McQuinn
VP for Development$462,736$0$50,000$0$41,846$0$74,333$0$29,498$0$658,413$0$0$0
Ronald Nayler
VP Facilities Mgmnt$330,214$0$5,000$0$23,894$0$23,423$0$15,321$0$397,852$0$0$0
Eric G Neilson
VP Medical Affairs$518,571$0$0$0$8,680$0$16,900$0$14,381$0$558,532$0$0$0
James J Phillips
VP Athletics$635,010$0$107,000$0$200,806$0$96,000$0$20,151$0$1,058,967$0$0$0
Sean Reynolds
VP Information Technology$398,619$0$0$0$54,748$0$26,000$0$6,754$0$486,121$0$0$0
Ingrid S Stafford
VP for Financial Operations$291,821$0$5,000$0$20,284$0$26,000$0$814$0$343,919$0$0$0
Patricia Telles-Irvin
VP Student Affairs$343,555$0$35,000$0$8,747$0$26,000$0$22,874$0$436,176$0$0$0
Joseph T Walsh Jr
VP for Research$319,021$0$0$0$18,532$0$26,000$0$25,464$0$389,017$0$0$0
Patrick W Fitzgerald II
Head Coach$3,042,528$0$0$0$255,316$0$26,000$0$26,794$0$3,350,638$0$0$0
Christopher R Collins
Head Coach$1,222,916$0$0$0$28,180$0$63,000$0$26,568$0$1,340,664$0$0$0
Peter A Belytschko
Investment Manager$356,086$0$809,822$0$17,740$0$430,889$0$6,754$0$1,621,291$0$199,341$0
Harisha Koneru Haigh
Managing Director, Investments$348,471$0$731,773$0$17,740$0$415,632$0$15,348$0$1,528,964$0$0$0
John A Capelli
Investment Manager$337,799$0$710,040$0$18,528$0$363,621$0$18,226$0$1,448,214$0$179,983$0
Morteza A Rahimi
Former VP Information Tech$105,128$0$0$0$0$0$11,000$0$11,875$0$128,003$0$0$0
Eugene S Sunshine
Former Senior VP for Business$445,657$0$150,000$0$62,036$0$26,000$0$13,681$0$697,374$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 was provided to six listed persons and was treated as a business expense and was 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. Four listed persons received companion travel. Companion travel was treated as taxable compensation for one listed person.
Schedule J, Part I, Line 1a Tax indemnification and gross-up paymentsSeven 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). Four listed persons were provided with housing allowances 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. Six listed persons received reimbursement for social club initiation fees and/or dues. The club initiation fees were treated as taxable compensation. The club dues were treated as taxable compensation for three listed persons. One listed person received an airline club membership that was 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.
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 ($85,417), Daniel I. Linzer ($150,000), Nimalan Chinniah ($6,667), Thomas G. Cline ($66,667), Robert E. McQuinn ($48,333), and James J. Phillips ($70,000). William H. McLean ($1,118,842), Peter A. Belytschko ($404,889), John A. Capelli ($337,621), Harisha Koneru Haigh ($389,632) Name and amount paid: Morton O. Schapiro ($1,060,090), Pamela S. Beemer ($239,222), James M. Hurley ($239,222), William H. McLean ($1,172,517), Peter A. Belytschko ($436,702), John A. Capelli ($400,983), Harisha Koneru Haigh ($369,746), James J. Phillips ($345,430)
Schedule J, Part I, Line 5a Compensation contigent on revenues of the organizationThe Chief Investment Officer, Investment Managers 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 J, Part I, Line 7 Non-fixed paymentsThe President and eleven interested persons received a non-fixed payment related to a recognition bonus. One officer was offered non-fixed payment related to travel, domestic services, apparel and tickets.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (3 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
ILLINOIS FINANCE AUTHORITY
A86109196745203HYZ02004-09-09$135,800,000ACQUIRE, CONSTRUCT OR RENOVATE UNIVERSITY FACILITIES & Equipmentfalsefalsefalse
ILLINOIS FINANCE AUTHORITY
B86109196745203HPQ92008-06-25$125,000,000ACQUIRE, CONSTRUCT OR RENOVATE UNIVERSITY FACILITIESfalsefalsefalse
Illinois Finance Authority
C86109196745203HZ212015-06-04$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 MaintAdequateBooksAndRecMaintIndUnspentUnspentAmt
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$32,087,808falsefalsefalseYes (true)$113,107,343

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndEngage Bond Counsel ContractsEngageBondCounselContractsIndAny Research AgreementsAnyResearchAgreementsIndEngage Bond Counsel ResearchEngageBondCounselResearchIndPrivate Bus Use By OthersPrivateBusUseByOthersPctPrivate Bus Concerning UBIPrivateBusConcerningUBIPctTotal Private Business UseTotalPrivateBusinessUsePctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
AfalseYes (true)Yes (true)falseYes (true)false0.00.0080.008falsefalseYes (true)
Bfalsefalsefalsefalse0.00.010.01falsefalseYes (true)
Cfalsefalsefalsefalse0.00.0060.006falsefalseYes (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)7.0falsefalse
(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 CUSIP: 45203HYX4
Schedule K, Part I, Column (c) Bond Issue C: IFA - Series 2015Additional CUSIPs: 45203HZ39, 45203HZ47, 45203HZ54, 45203HZ62, 45203HZ88, 45203HZ70, 45203HZ96, 45203H2A9, 45203H2B7
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 IV, Line 2c Rebate CalculationIssuer name: ILLINOIS FINANCE AUTHORITY The calculation for computing no rebate due was performed on 09/09/2009
Schedule K, Part IV, Line 2c Rebate CalculationIssuer name: ILLINOIS FINANCE AUTHORITY The calculation for computing no rebate due was performed on 06/25/2013

Schedule L IRS990ScheduleL

Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp (4 entries)

Relationship With OrgRelationshipWithOrgTxtLoan PurposeLoanPurposeTxtLoan From OrganizationLoanFromOrganizationIndOriginal PrincipalOriginalPrincipalAmtBalance DueBalanceDueAmtDefaultDefaultIndBoard Or Committee ApprovalBoardOrCommitteeApprovalIndWritten AgreementWrittenAgreementInd
Robert McQuinn
EMPLOYEECOMPENSATIONYes (X)$50,000$54,781falseYes (true)Yes (true)
Robert McQuinn
EMPLOYEECOMPENSATIONYes (X)$130,000$144,468falseYes (true)Yes (true)
James Phillips
EMPLOYEECOMPENSATIONYes (X)$1,100,000$773,333falseYes (true)Yes (true)
James Phillips
EMPLOYEECOMPENSATIONYes (X)$300,000$300,000falseYes (true)Yes (true)
FieldValueIRS element (for citing)
Total Balance Due$1,272,582TotalBalanceDueAmt

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (5 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
Kristen Novelline
Family member of William A. Osborn, Trustee$84,598Employmentfalse
Charlotte Cubbage
Family member of Alan K. Cubbage, Officer$77,871Employmentfalse
Jennifer Linzer
Family member of Daniel I. Linzer, Officer$26,554Employmentfalse
Jennifer Burke
Family member of Joseph T. Walsh, Officer$52,403Employmentfalse
RCPI Landmark Properties LLC
A. Steven Crown, Trustee, ownership interest over 35%$738,185Lease of office spacefalse

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule L, Part IIFormAndLineReferenceDesc
ExplanationSCHEDULE L SUPPLEMENTAL INFORMATIONExplanationTxt

Schedule M IRS990ScheduleM

Works Of Art WorksOfArtGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution8ContributionCnt
Noncash Contributions Rpt F990$688,565NoncashContributionsRptF990Amt
Method Of Determining RevenuesMarket valueMethodOfDeterminingRevenuesTxt

Books And Publications BooksAndPublicationsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Noncash Contributions Rpt F990$3,018,115NoncashContributionsRptF990Amt
Method Of Determining RevenuesMarket valueMethodOfDeterminingRevenuesTxt

Clothing And Household Goods ClothingAndHouseholdGoodsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Noncash Contributions Rpt F990$14,720NoncashContributionsRptF990Amt
Method Of Determining RevenuesMarket valueMethodOfDeterminingRevenuesTxt

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution678ContributionCnt
Noncash Contributions Rpt F990$140,039,689NoncashContributionsRptF990Amt
Method Of Determining RevenuesMarket valueMethodOfDeterminingRevenuesTxt

Collectibles CollectiblesGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution36ContributionCnt
Noncash Contributions Rpt F990$3,291NoncashContributionsRptF990Amt
Method Of Determining RevenuesMarket valueMethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)

Non Cash CheckboxNonCashCheckboxIndDescDescContributionContributionCntNoncash Contributions Rpt F990NoncashContributionsRptF990AmtMethod Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)Equipment1$800,000Market value
Yes (X)Events, tickets271$278,528Market value
FieldValueIRS element (for citing)
Form8283 Received6Form8283ReceivedCnt
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (true)ReviewProcessUnusualNCGiftsInd
Third Parties UsedfalseThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule M, Part I Explanations of reporting method for number of contributionsFormAndLineReferenceDesc
ExplanationArt - Works of art: Number of contributions Books and publications: Number of contributions Clothing and household goods: Number of contributions Collectibles: Number of contributions Other: Number of contributions Other: Number of contributions Securities - Publicly traded: Number of contributionsExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (15 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 17 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 M. Jude Reyes - Business relationship, Jay C. Hoag and Patrick G. Ryan Jr. - Business relationship, Lester B. Knight and D. Gideon Searle - Business relationship, Lester B. Knight and A. Steven Crown - Business relationship, Lester B. Knight and T. Bondurant French - Business relationship, Lester B. Knight and William A. Osborn - Business relationship, Lester B. Knight and M. Jude Reyes - Business relationship, Lester B. Knight and Christopher B. Galvin - Business relationship, Lester B. Knight and Frederick H. Waddell - Business relationship, Lester B. Knight and Charles Tribbett III - Business relationship, Edward M. Liddy and D. Cameron Findlay - Business relationship, Edward M. Liddy and D. Gideon Searle - Business relationship, Edward M. Liddy and Miles D. White - 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, Charles A. Tribbett III and Miles D. White - Business relationship, Charles A. Tribbett III and Frederick H. Waddell - Business relationship
Form 990, Part VI, Line 11b Review of form 990 by governing bodyA hard 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, and disclosures are reviewed annually. Potential conflicts of interest of Trustees and Officers are reviewed by the University's General Counsel. 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 formal survey and comparability data prepared and complied by outside consultants who have expertise in the field of executive compensation assessment and benchmarking. The compensation committee of the board met in June 2013 to review and approve fiscal year 2014 (September 1, 2013 to August 31, 2014) salaries and met in June 2014 to review and approve fiscal year 2015 (September 1, 2014 to August 31, 2015) salaries. Actions undertaken by the compensation committee of the board are contemporaneously documented in the minutes of each meeting.
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 A.
Form 990, Part VI, Line 19 Required documents available to the publicGoverning documents: The University maintains an Office for University Relations where information requests from the public are processed. The organizing document by which the University was created, its charter, is available upon request. Conflict of Interest Policies: The University's conflict of interest policies for faculty and staff are available on the University's website. Financial statements: The University's annual audited consolidated financial statements are available on the University's website.
Form 990, Part VIII, Line 2f Other Program Service Revenueplant - Total Revenue: 7687997, Related or Exempt Function Revenue: 7687997, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ;
Form 990, Part VIII, Line 11d Other Miscellaneous RevenueAdvertising - Total Revenue: 45907, Related or Exempt Function Revenue: , Unrelated Business Revenue: 45907, Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Alumni Affinity card - Total Revenue: 44742, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 44742;
Form 990, Part XI, Line 9 Other changes in net assets or fund balancesChange in value of derivative instruments - -1552000; Change in value of nonoperating items - 4301255;
Form 990, Part XII, Line 2c OVERSIGHTTHE AUDIT, RISK AND COMPLIANCE COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT REVIEW, COMPILATION OF FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT INCREASED IN ITS MEMBERSHIP FROM TWELVE TO FIFTEEN MEMBERS
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 OMB A-21 cost principles; also, ASRSP requests and collects audit reports from subaward recipients to monitor compliance. If the information is not furnished to ASRSP, payment may be withheld. Grants and other assistance are awarded to students on the basis of financial need following University policies developed to meet regulatory requirements (federal methodology) and guided by the College Board (institutional methodology). Merit scholarships are awarded based upon talent (eg, academic, music, and athletic). All of these awarded grants are allowed to be used by the students towards any type of costs; no subsequent monitoring is required.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (11 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)(3Type IINORTHWESTERN UNIVERSITYYes (true)
STUDENTS PUBLISHING COMPANY
1999 SHERIDAN RDEVANSTONIL60208366002654PUBLISHES STUDENT PERIODICALSIL501(c)(3Type IfalseN/A
MCGAW MEDICAL CENTER OF NORTHWESTERN UNIVERSITY
420 E SUPERIOR STCHICAGOIL60611362656113COORDINATION OF MEDICAL RESIDENTSIL501(c)(3Type IfalseN/A
NORTHWESTERN GLOBAL HEALTH FOUNDATION
PO BOX 1969EVANSTONIL60204273159956DEVELOPING MEDICAL DEVICES FOR PEOPLE IN NEED IN DEVELOPING COUNTRIESIL501(c)(39NORTHWESTERN UNIVERSITYYes (true)
THE BIG TEN CONFERENCE INC
1500 W HIGGINS RDPARK RIDGEIL60068363640583FACILITATE QUALITY INTERCOLLEGIATE ATHLETIC COMPETITIONIL501(c)(3Type IIfalseN/A
NORTHWESTERN UNIVERSITY EMPLOYEES BENEFIT TRUST
PO BOX 803878CHICAGOIL60680363180819PROVIDING HEALTH INSURANCE BENEFITS TO CURRENT AND FORMER ELIGIBLE EMPLOYEESIL501(c)(9NORTHWESTERN UNIVERSITYYes (true)
NORTHWESTERN UNIVERSITY EMPLOYEES BENEFIT TRUST DENTAL
PO BOX 803878CHICAGOIL60680363591834PROVIDING HEALTH INSURANCE BENEFITS TO CURRENT AND FORMER ELIGIBLE EMPLOYEESIL501(c)(9NORTHWESTERN UNIVERSITYYes (true)
NORTHWESTERN UNIVERSITY DISABILITY TRUST
135 S LASALLE STCHICAGOIL60603366784987PROVIDING DISABILITY BENEFITS TO CURRENT AND FORMER ELIGIBLE EMPLOYEESIL501(c)(9NORTHWESTERN UNIVERSITYYes (true)
SON CONSORTIUM INC
CAMPUS BOX 1058 ONE BROOKINGS DRST LOUISMO63130462932954FACILITATE DELIVERY OF EDUCATION OF ITS MEMBER INSTITUTIONSDE501(c)(3Type IfalseN/A
COMMITTEE ON INSTITUTIONAL COOPERATION
1819 S NEIL STCHAMPAIGNIL61820463254996ACADEMIC CONSORTIUM TO ADVANCE MISSION OF MEMBER INSTITUTIONSIL501(c)(3Type III-OfalseN/A
WOMANS EDUCATIONAL AID ASSOC
804 OAKTON ST 1EEVANSTONIL60202363049387PROVIDING FINANCIAL AID TO STUDENTSIL501(c)(3Type III-FIfalseN/A

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (4 entries)

Legal Domicile StateLegalDomicileStateCdDirect Controlling NADirectControllingNACdEntity TypeEntityTypeTxtControlled OrganizationControlledOrganizationIndAddress Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmCountryForeignAddress/CountryCdForeign PostalForeignAddress/ForeignPostalCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile Foreign CountryLegalDomicileForeignCountryCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtOwnershipOwnershipPctProvince Or StateForeignAddress/ProvinceOrStateNm
CHARITABLE REMAINDER UNITRUSTS (119)
ILN/ATrustfalse
Charitable Remainder Annuity Trusts (19)
ILN/ATrustfalse
Bensell US Feeder LP
C CorporationYes (true)50 Lothian Rd Festival SquareEdinburghUKEH3 9WJ980492320InvestmentsUKNorthwestern University$969,709$5,858,6100.566
Conquest Managed Futures Select Fund III Ltd
C CorporationYes (true)45 Market Street Suite 3205Camana BayCJKYI9003InvestmentsCJNorthwestern University$9,540,881$60,001,9631Grand Cayman
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 (6 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
Rubicon Insurance Company
Q$4,136,493Cash
Rubicon Insurance Company
R$3,733,407cash
Northwestern Global Health Foundation
S$1,313,163cash
Northwestern University Employees Benefit Trust - Health
R$49,841,809cash
Northwestern University Employees Benefit Trust - Dental
R$3,360,276cash
Bensell US Feeder LP
S$3,275,850Cash

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