MIDWESTERN UNIVERSITY: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- MIDWESTERN UNIVERSITY (EIN 36-3377698)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2015-04-28
- IRS object ID
- 201501189349300120
- Schema version
- 2012v3.0
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2015-04-28T10:05:03-05:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 MONUMENT CIRCLE SUITE 4000 | AddressLine1 |
| City | INDIANAPOLIS | City |
| State | IN | State |
| ZIP Code | 46204 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 363377698 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Midwestern University | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % DEAN MALONE | InCareOfName |
| Name Control | MIDW | NameControl |
| Phone | 6305157145 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 31ST STREET | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | DOWNERS GROVE | City |
| State | IL | State |
| ZIP Code | 60515 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KATHLEEN GOEPPINGER PHD | Name |
| Title | PRESIDENT & CEO | Title |
| Date Signed | 2015-04-22 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3176817000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amended Return | X | AmendedReturn |
| Name Of Principal Officer Person | KATHLEEN GOEPPINGER PHD | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 31ST STREET | AddressLine1 |
| City | DOWNERS GROVE | City |
| State | IL | State |
| ZIP Code | 60515 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 661268091 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.MIDWESTERN.EDU | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1900 | YearFormation |
| State Legal Domicile | IL | StateLegalDomicile |
| Activity Or Mission Description | MIDWESTERN UNIVERSITY'S HISTORICAL AND SUSTAINING PHILOSOPHY DEDICATES THE INSTITUTION AND ITS RESOURCES TO THE HIGHEST STANDARDS OF ACADEMIC EXCELLENCE TO MEET THE EDUCATIONAL NEEDS OF THE HEALTH CARE COMMUNITY. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 18 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 15 | NbrIndependentVotingMembers |
| Total Nbr Employees | 3167 | TotalNbrEmployees |
| Total Nbr Volunteers | 3937 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 3436785 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 2984220 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 259938254 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 288955395 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 4271180 | InvestmentIncomePriorYear |
| Investment Income Current Year | 7127403 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 2781690 | OtherRevenuePriorYear |
| Other Revenue Current Year | 3203319 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 270427909 | TotalRevenuePriorYear |
| Total Revenue Current Year | 302270337 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 1557879 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 1685061 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 124897675 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 136519048 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 440125 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 71289955 | OtherExpensePriorYear |
| Other Expenses Current Year | 74447877 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 197745509 | TotalExpensesPriorYear |
| Total Expenses Current Year | 212651986 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 72682400 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 89618351 | RevenuesLessExpensesCY |
| Total Assets BOY | 858730838 | TotalAssetsBOY |
| Total Assets EOY | 947050869 | TotalAssetsEOY |
| Total Liabilities BOY | 426456585 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 418434572 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 432274253 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 528616297 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | MIDWESTERN UNIVERSITY'S HISTORICAL AND SUSTAINING PHILOSOPHY DEDICATES THE INSTITUTION AND ITS RESOURCES TO THE HIGHEST STANDARDS OF ACADEMIC EXCELLENCE TO MEET THE EDUCATIONAL NEEDS OF THE HEALTH CARE COMMUNITY. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 195665392 | Expense |
| Grants | 1685061 | Grants |
| Revenue | 290456296 | Revenue |
| Description | SEE SCHEDULE O. | Description |
| Total Program Service Expense | 195665392 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | true | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | true | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | true | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | true | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | true | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | true | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | true | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | true | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | true | RelatedOrgControlledEntity |
| Transaction Related Entity | true | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | true | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 7615 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 3167 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | true | NonDeductibleContributions |
| Non Deductible Disclosure | true | NonDeductibleDisclosure |
| Quid Pro Quo Contributions | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 18 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 15 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | DEAN MALONE | NamePerson |
| Telephone Number | 6305157145 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 31ST STREET | AddressLine1 |
| City | DOWNERS GROVE | City |
| State | IL | State |
| ZIP Code | 60515 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (32 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|---|
| WILLIAM D ANDREWS | |||||||||
| CHAIRPERSON/TRUSTEE | 1.0 | 0.0 | X | 0 | 0 | 0 | |||
| SR ANNE C LEONARD | |||||||||
| VICE CHAIRPERSON/TRUSTEE | 1.0 | 0.0 | X | 0 | 0 | 0 | |||
| GERRIT A VAN HUISSTEDE | |||||||||
| SECRETARY/TREASURER/TRUSTEE | 1.0 | 0.5 | X | 0 | 0 | 0 | |||
| JEAN L BAXTER JD | |||||||||
| TRUSTEE | 1.0 | 0.0 | X | 0 | 0 | 0 | |||
| MICHAEL J BLEND PHD DO | |||||||||
| TRUSTEE | 1.0 | 0.0 | X | 0 | 0 | 0 | |||
| FRANK J DILEO | |||||||||
| TRUSTEE | 1.0 | 0.7 | X | 0 | 0 | 0 | |||
| JOHN H FINLEY DO | |||||||||
| TRUSTEE | 1.0 | 0.5 | X | 0 | 0 | 0 | |||
| GRETCHEN R HANNAN | |||||||||
| TRUSTEE | 1.0 | 0.0 | X | 0 | 0 | 0 | |||
| JOHN LADOWICZ | |||||||||
| TRUSTEE | 1.0 | 0.1 | X | 0 | 0 | 0 | |||
| KEVIN D LEAHY | |||||||||
| TRUSTEE | 1.0 | 0.5 | X | 0 | 0 | 0 | |||
| MADELINE R LEWIS DO | |||||||||
| TRUSTEE | 1.0 | 0.0 | X | 0 | 0 | 0 | |||
| ROBERT M LOCKHART PHD | |||||||||
| TRUSTEE | 1.0 | 0.5 | X | 0 | 0 | 0 | |||
| W JAY LOVELACE | |||||||||
| TRUSTEE | 1.0 | 0.5 | X | 0 | 0 | 0 | |||
| PAUL M STEINGARD DO | |||||||||
| TRUSTEE | 1.0 | 0.0 | X | 0 | 0 | 0 | |||
| JANET R BOLTON CFP CIMA | |||||||||
| TRUSTEE | 1.0 | 0.0 | X | 0 | 0 | 0 | |||
| KENNETH R HERLIN | |||||||||
| TRUSTEE | 1.0 | 0.1 | X | 0 | 0 | 0 | |||
| WARREN B GRAYSON | |||||||||
| TRUSTEE | 1.0 | 0.6 | X | 0 | 0 | 0 | |||
| ELAINE M SCRUGGS | |||||||||
| TRUSTEE | 1.0 | 0.0 | X | 0 | 0 | 0 | |||
| KATHLEEN H GOEPPINGER PHD | |||||||||
| PRESIDENT/CEO/TRUSTEE | 40.0 | 1.3 | X | 2431701 | 0 | 31246 | X | ||
| ARTHUR G DOBBELAERE PHD | |||||||||
| ASSISTANT SECR./COO/EXEC VP | 40.0 | 1.3 | 823347 | 0 | 29150 | X | |||
| GREGORY J GAUS | |||||||||
| ASSISTANT TREAS./CFO/SENIOR VP | 40.0 | 1.3 | 694632 | 0 | 30667 | X | |||
| DEAN P MALONE | |||||||||
| VP FINANCE | 40.0 | 1.3 | 402651 | 0 | 29992 | X | |||
| KAREN D JOHNSON PHD | |||||||||
| VP UNIVERSITY RELATIONS | 40.0 | 0.0 | 348519 | 0 | 27377 | X | |||
| MARY LEE PHARM D | |||||||||
| VP/CAO PHARMACY/HEALTH | 40.0 | 0.0 | 471636 | 0 | 29347 | X | |||
| DENNIS PAULSON PHD | |||||||||
| VP/CAO MEDICINE AND DENTAL | 40.0 | 0.0 | 509837 | 0 | 30323 | X | |||
| ANGELA MARTY MS | |||||||||
| VP HUMAN RESOURCES & ADMIN. | 40.0 | 0.0 | 283617 | 0 | 23826 | X | |||
| JOHN R BURDICK PHD | |||||||||
| VP CLINIC OP. & DEAN/BASIC SCI | 40.0 | 0.0 | 399755 | 0 | 30025 | X | |||
| LORI A KEMPER DO | |||||||||
| DEAN MEDICINE | 40.0 | 0.0 | 404509 | 0 | 30164 | X | |||
| KAREN J NICHOLS DO | |||||||||
| DEAN MEDICINE | 40.0 | 0.0 | 422614 | 0 | 29226 | X | |||
| MICHAEL MACNEIL | |||||||||
| DEAN DENTAL MEDICINE | 40.0 | 0.0 | 408075 | 0 | 29235 | X | |||
| RUSSEL GILPATRICK | |||||||||
| DEAN DENTAL MEDICINE | 40.0 | 0.0 | 421447 | 0 | 29238 | X | |||
| TOM BOYLE A DO | |||||||||
| DEAN POSTDOCTORAL EDUCATION | 40.0 | 0.0 | 334711 | 0 | 30054 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 8357051 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 409870 | TotalOtherCompensation |
| Number Individuals GT100 K | 268 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| Chanen Construction | |||||
| 3300 N Third St | PHOENIX | AZ | 33967 | General Contractor | 58992102 |
| DWL Architects Inc | |||||
| 2333 N Central | PHOENIX | AZ | 85014 | Architectural | 3610254 |
| Metro Cleaning Company | |||||
| 8349 W Desert Spoon | PEORIA | AZ | 85383 | JANITORIAL SERVICES | 1607721 |
| Humana Inc | |||||
| 321 West Main Street | LOUISVILLE | KY | 40202 | Healthcare Admin. | 1410163 |
| Ricoh USA Inc | |||||
| 13760 Noel Rd Ste 200 | DALLAS | TX | 75240 | Copy Center | 948701 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 41 | NumberOfContractorsGT100K |
| Fundraising Events | 299775 | FundraisingEvents |
| Government Grants | 1467848 | GovernmentGrants |
| All Other Contributions | 1216597 | AllOtherContributions |
| Noncash Contributions | 96899 | NoncashContributions |
| Total Contributions | 2984220 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| Tuition & Fees | 611310 | 255624489 | 255624489 |
| Post-Doctorate Program | 611310 | 18033382 | 18033382 |
| Clinical Revenue | 621400 | 10170704 | 10170704 |
| Student Housing | 721310 | 5126820 | 5126820 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 288955395 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3562249 | TotalRevenueColumn |
| Exclusion | $3,562,249 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
| Personal | 0 | Personal |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 362417051 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 358851897 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 3565154 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3565154 | TotalRevenueColumn |
| Exclusion | $3,565,154 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 139709 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 299775 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 145857 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -6148 | TotalRevenueColumn |
| Exclusion | -$6,148 | ExclusionAmount |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | ExclusionExclusionAmount |
|---|---|---|---|---|
| Co-Funded Faculty | 900099 | 1123076 | 1123076 | |
| Meal Plan | 722320 | 310435 | $310,435 | |
| Library Services | 561499 | 296199 | $296,199 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1479757 | TotalRevenueColumn |
| Related Or Exempt Function Income | 377825 | RelatedOrExemptFunctionIncome |
| Exclusion | $1,101,932 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 3209467 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 302270337 | TotalRevenueColumn |
| Related Or Exempt Function Income | 290456296 | RelatedOrExemptFunctionIncome |
| Exclusion | $8,829,821 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1685061 | Total |
| Program Services | 1685061 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10236318 | Total |
| Program Services | 6771383 | ProgramServices |
| Management And General | 3464935 | ManagementAndGeneral |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 100620096 | Total |
| Program Services | 96560230 | ProgramServices |
| Management And General | 3806803 | ManagementAndGeneral |
| Fundraising | 253063 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7317425 | Total |
| Program Services | 6821540 | ProgramServices |
| Management And General | 479208 | ManagementAndGeneral |
| Fundraising | 16677 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11268492 | Total |
| Program Services | 10501715 | ProgramServices |
| Management And General | 740990 | ManagementAndGeneral |
| Fundraising | 25787 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7076717 | Total |
| Program Services | 6596635 | ProgramServices |
| Management And General | 463937 | ManagementAndGeneral |
| Fundraising | 16145 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1746120 | Total |
| Program Services | 409108 | ProgramServices |
| Management And General | 1337012 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 621592 | Total |
| Program Services | 62159 | ProgramServices |
| Management And General | 559433 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 249578 | Total |
| Management And General | 249578 | ManagementAndGeneral |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1132711 | Total |
| Program Services | 94538 | ProgramServices |
| Management And General | 1038173 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8312390 | Total |
| Program Services | 7543956 | ProgramServices |
| Management And General | 751946 | ManagementAndGeneral |
| Fundraising | 16488 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 233924 | Total |
| Program Services | 209749 | ProgramServices |
| Management And General | 16096 | ManagementAndGeneral |
| Fundraising | 8079 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10214884 | Total |
| Program Services | 9224981 | ProgramServices |
| Management And General | 962609 | ManagementAndGeneral |
| Fundraising | 27294 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 789628 | Total |
| Program Services | 764300 | ProgramServices |
| Management And General | 25304 | ManagementAndGeneral |
| Fundraising | 24 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3001303 | Total |
| Program Services | 2785710 | ProgramServices |
| Management And General | 215593 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1607408 | Total |
| Program Services | 1208249 | ProgramServices |
| Management And General | 395014 | ManagementAndGeneral |
| Fundraising | 4145 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1246912 | Total |
| Program Services | 1213102 | ProgramServices |
| Management And General | 29035 | ManagementAndGeneral |
| Fundraising | 4775 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8312478 | Total |
| Program Services | 8125668 | ProgramServices |
| Management And General | 186810 | ManagementAndGeneral |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20674687 | Total |
| Program Services | 20223718 | ProgramServices |
| Management And General | 450969 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2546164 | Total |
| Program Services | 1465638 | ProgramServices |
| Management And General | 1080526 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| CLINICAL FACULTY SERVICES | 5962249 | 5962249 | ||
| STUDENT HOUSING EXPENSE | 4840302 | 4840302 | ||
| BOOKS & PERIODICALS | 1935937 | 1932374 | 3137 | 426 |
| FICA RECAPTURE | -3931015 | -3931015 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4950625 | Total |
| Program Services | 4594042 | ProgramServices |
| Management And General | 289361 | ManagementAndGeneral |
| Fundraising | 67222 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 212651986 | Total |
| Program Services | 195665392 | ProgramServices |
| Management And General | 16546469 | ManagementAndGeneral |
| Fundraising | 440125 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10707 | BOY |
| EOY | 13107 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 120166654 | BOY |
| EOY | 145499467 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1759018 | BOY |
| EOY | 146185 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4066406 | BOY |
| EOY | 4571780 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15133770 | BOY |
| EOY | 18958150 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 420158 | BOY |
| EOY | 617122 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2171361 | BOY |
| EOY | 2173943 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 678746717 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 139602980 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 470698381 | BOY |
| EOY | 539143737 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 198492100 | BOY |
| EOY | 210303257 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3784213 | BOY |
| EOY | 4862948 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 42028070 | BOY |
| EOY | 20761173 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 858730838 | BOY |
| EOY | 947050869 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 40494905 | BOY |
| EOY | 40025706 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7685371 | BOY |
| EOY | 5185877 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28590959 | BOY |
| EOY | 34185711 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 303756567 | BOY |
| EOY | 296510973 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 45928783 | BOY |
| EOY | 42526305 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 426456585 | BOY |
| EOY | 418434572 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 422975371 | BOY |
| EOY | 518830243 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5595364 | BOY |
| EOY | 6028406 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3703518 | BOY |
| EOY | 3757648 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 432274253 | BOY |
| EOY | 528616297 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 858730838 | BOY |
| EOY | 947050869 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 89618351 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 4235765 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 2487928 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | true | AuditCommittee |
| Federal Grant Audit Required | true | FederalGrantAuditRequired |
| Federal Grant Audit Performed | true | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School170b1 Aii | X | School170b1Aii |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbying | |
| Total Direct Lobbying | TotalDirectLobbying | |
| Total Lobbying Expenditures | TotalLobbyingExpenditures | |
| Other Exempt Purpose Expenditures | OtherExemptPurposeExpenditures | |
| Total Exempt Purpose Expenditures | TotalExemptPurposeExpenditures | |
| Lobbying Nontaxable | LobbyingNontaxableAmount | |
| Grassroots Nontaxable | GrassrootsNontaxableAmount | |
| Tot Lobbying Grassroot Minus Non Tx | TotLobbyingGrassrootMinusNonTx | |
| Tot Lobby Expend Mns Lobbying Nontx | TotLobbyExpendMnsLobbyingNontx | |
| Volunteers | true | Volunteers |
| Paid Staff Or Management | false | PaidStaffOrManagement |
| Media Advertisements | false | MediaAdvertisements |
| Mailings Members | true | MailingsMembers |
| Mailings Members | $1,000 | MailingsMembersAmount |
| Publications Or Broadcast | false | PublicationsOrBroadcast |
| Grants Other Organizations | false | GrantsOtherOrganizations |
| Direct Contact Legislators | false | DirectContactLegislators |
| Rallies Demonstrations | false | RalliesDemonstrations |
| Other Activities | true | OtherActivities |
| Other Activities | $248,578 | OtherActivitiesAmount |
| Total Lobbying Expenditures IIB | 249578 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | false | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | OTHER ACTIVITES | Identifier |
| Return Reference | SCHEDULE C, PART II-B, LINE 1 I | ReturnReference |
| Explanation | The University engages three part-time third party lobbyists in order to secure funding for the university projects and programs and to monitor legislative matters related to the University's operations and educational purpose and its related powers, duties and interests. the amount included in part II-B, Line 1i are related directly to such purposes. | Explanation |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts | |
| Agent Trustee Etc | false | AgentTrusteeEtc |
| Included On FS | false | IncludedOnFS |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 9298882 | BeginningOfYearBalance |
| Contributions | 627474 | Contributions |
| Investment Earnings Or Losses | 278039 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 231880 | GrantsOrScholarships |
| Other Expenditures | 121545 | OtherExpenditures |
| Administrative Expenses | 64916 | AdministrativeExpenses |
| End Of Year Balance | 9786054 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 8077831 | BeginningOfYearBalance |
| Contributions | 1199400 | Contributions |
| Investment Earnings Or Losses | 251211 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 60425 | GrantsOrScholarships |
| Other Expenditures | 151343 | OtherExpenditures |
| Administrative Expenses | 17792 | AdministrativeExpenses |
| End Of Year Balance | 9298882 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 7506305 | BeginningOfYearBalance |
| Contributions | 734209 | Contributions |
| Investment Earnings Or Losses | 230392 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 170044 | GrantsOrScholarships |
| Other Expenditures | 167152 | OtherExpenditures |
| Administrative Expenses | 55879 | AdministrativeExpenses |
| End Of Year Balance | 8077831 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 7089544 | BeginningOfYearBalance |
| Contributions | 520987 | Contributions |
| Investment Earnings Or Losses | 198942 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 201046 | GrantsOrScholarships |
| Other Expenditures | 99807 | OtherExpenditures |
| Administrative Expenses | 2315 | AdministrativeExpenses |
| End Of Year Balance | 7506305 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 6627146 | BeginningOfYearBalance |
| Contributions | 667136 | Contributions |
| Investment Earnings Or Losses | 185502 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 265400 | GrantsOrScholarships |
| Other Expenditures | 99079 | OtherExpenditures |
| Administrative Expenses | 25761 | AdministrativeExpenses |
| End Of Year Balance | 7089544 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.00000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.38400 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.61600 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 22124258 | OtherCostOrOtherBasis |
| Book Value | 22124258 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 556908423 | OtherCostOrOtherBasis |
| Depreciation | 101047243 | Depreciation |
| Book Value | 455861180 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovements |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 62340226 | OtherCostOrOtherBasis |
| Depreciation | 38555737 | Depreciation |
| Book Value | 23784489 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 37373810 | OtherCostOrOtherBasis |
| Book Value | 37373810 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 539143737 | TotalOfBookValueLandBuildings |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (8 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| Other current liabilities | $2,844,118 |
| Self-insurance liabilities | $5,408,449 |
| Interest rate protection agreements | $6,777,947 |
| Refundable federal student loans | $21,647,230 |
| PROFESS LIAB TAIL COVER | $80,100 |
| RETIREE BENEFITS | $2,842,785 |
| L-T DEFERRED PPD TUITION | $2,752,207 |
| DEFERRED COMPENSATION | $173,469 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 42526305 | TotalOfAmounts |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DESCRIBE THE INTENDED USES OF THE ORGANIZATION'S ENDOWMENT FUNDS | Identifier |
| Return Reference | SCHEDULE D, PART V, LINE 4 | ReturnReference |
| Explanation | RESTRICTED ENDOWMENT FUNDS ARE USED BASED ON DONOR INTENT. The University has not relied on endowment spending to support operations or student scholarships. | Explanation |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | true | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | true | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | true | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | true | MaintRacialCompositionRecords |
| Maint Scholarships Records | true | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | true | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | true | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | false | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | false | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | false | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | false | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | false | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | false | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActy |
| Government Financial Aid Received | true | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | false | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | true | ComplianceWithRevProc7550 |
Form990 Schedule E Part II Form990ScheduleEPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SUPPLEMENTAL INFORMATION | Identifier |
| Return Reference | SCHEDULE E, PART I, LINE 3 | ReturnReference |
| Explanation | Midwestern University maintains nondiscriminatory policies for all students regardless of race, color, gender, sexual preference, religion national or ethnic origin, disability, status as a veteran, marital status, or age. The nondiscriminatory policies are published in the following: 1) The AACOMAS (American Association of Colleges & Osteopathic Medicine) 2) Student Handbook 3) Course Catalog 4) Web Page. SCHEDULE E, PART I, LINE 6A Midwestern University received Federal Research Awards and participates in Federal loan programs. | Explanation |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable (2 entries)
| RegionRegion | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|
| Central America and the Caribbean | Investments | N/A | 4057000 |
| Central America and the Caribbean | Program Services | MEDICAL MISSION TRIP | 7000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Amount Spent | 4064000 | SubtotalAmountSpent |
| Total Amount Spent | 4064000 | TotalAmountSpent |
| Transfer To Foreign Corp | true | TransferToForeignCorp |
| Interest In Foreign Trust | false | InterestInForeignTrust |
| Own Foreign Corp | false | OwnForeignCorp |
| Passive Foreign Invest Co | false | PassiveForeignInvestCo |
| Foreign Partnership | false | ForeignPartnership |
| Boycott Countries | false | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Organization's Procedures for Monitoring Use of Grant Funds Outside the US | Schedule F, Part V | Annually the university participates in a medical mission to Central America. |
| Method used to account for expenditures in the region | Schedule F, Part I, Question 3, Column (f) | Expenditures are reported on the financial statements in the year paid. |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Bright Lights | NameOfEvent1 |
| Gross Receipts Event1 | 266293 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 177797 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 88496 | GrossRevenueEvent1 |
| Non Cash Prizes Event1 | 5770 | NonCashPrizesEvent1 |
| Rent Facility Costs Event1 | 24971 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 46447 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 2775 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 13857 | OtherDirectExpensesEvent1 |
| Name Of Event2 | MWU Golf Outing | NameOfEvent2 |
| Gross Receipts Event2 | 102153 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 71970 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 30183 | GrossRevenueEvent2 |
| Non Cash Prizes Event2 | 4544 | NonCashPrizesEvent2 |
| Rent Facility Costs Event2 | 11975 | RentFacilityCostsEvent2 |
| Food And Beverage Event2 | 6598 | FoodAndBeverageEvent2 |
| Other Direct Expenses Event2 | 1259 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 1 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 71038 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 50008 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 21030 | GrossRevenueOtherEvents |
| Non Cash Prizes Other Events | 6666 | NonCashPrizesOtherEvents |
| Rent Facility Costs Other Events | 9771 | RentFacilityCostsOtherEvents |
| Food And Beverage Other Events | 8067 | FoodAndBeverageOtherEvents |
| Other Direct Expenses Other Events | 3157 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 439484 | GrossReceiptsTotal |
| Charitable Contributions Total | 299775 | CharitableContributionsTotal |
| Gross Revenue Total Events | 139709 | GrossRevenueTotalEvents |
| Non Cash Prizes Total Events | 16980 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 46717 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 61112 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 2775 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 18273 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 145857 | DirectExpenseSummaryEvents |
| Net Income Summary | -6148 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII (2 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|
| Student scholarship, awards, and grants | 232 | 1410061 |
| Student need-based scholarships | 108 | 275000 |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | FORM 990, SCHEDULE I, PART I, LINE 2 | Identifier |
| Return Reference | DESCRIPTION OF ORGANIZATION'S PROCEDURES FOR MONITORING THE USE OF GRANTS | ReturnReference |
| Explanation | MIDWESTERN UNIVERSITY AWARDS ITS INSTITUTIONAL SCHOLARSHIPS TO QUALIFIED STUDENTS BASED ON FINANCIAL NEED, ACADEMIC ACHIEVEMENT, AND COMMUNITY SERVICE. EACH SCHOLARSHIP PROGRAM HAS DIFFERENT ELIGIBILITY REQUIREMENTS, APPLICATION DEADLINES AND SEPARATE APPLICATION PROCEDURES. APPLICATIONS FOR THESE SCHOLARSHIPS ARE ACCEPTED THROUGHOUT THE YEAR. SCHOLARSHIP AWARDS CAN RANGE FROM A FEW HUNDRED DOLLARS TO SEVERAL THOUSAND DOLLARS. ONCE THE SCHOLARSHIP RECIPIENT HAS BEEN SELECTED AND THE SCHOLARSHIP AWARD DETERMINED, THE OFFICE OF STUDENT FINANCIAL SERVICES IS NOTIFIED BY THE SCHOLARSHIP COMMITTEE OR DEPARTMENT. THE SCHOLARSHIP AWARD IS CREDITED TO THE STUDENT'S ACCOUNT. THE UNIVERSITY HAS WRITTEN POLICIES AND PROCEDURES AND MAINTAINS RECORDS FOR GRANT AND SCHOLARSHIPS AWARDED TO ITS STUDENTS. MIDWESTERN UNIVERSITY AWARDS A PORTION OF THE REMAINING CORPUS FROM THE PREVIOUS SALE OF LOANS AS A RESULT OF THE SCHOOL AS LENDER LOAN PROGRAM (A PROGRAM UNDER THE FEDERAL FAMILY EDUCATION LOAN PROGRAM FFELP) AS STUDENT NEED BASED SCHOLARSHIPS. THE AWARDS ARE FUNDED FROM MIDWESTERN UNIVERSITY FOUNDATION. THESE SCHOLARSHIPS ARE AWARDED TO THE STUDENTS WHO DEMONSTRATE THE MOST SIGNIFICANT FINANCIAL NEED AS DETERMINED BY THEIR FREE APPLICATION FOR FEDERAL STUDENT AID (FAFSA). THE SCHOLARSHIPS ARE THEN CREDITED AGAINST THE STUDENTS' TUITION BILL. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | X | FirstClassOrCharterTravel |
| Idemnification Gross Up Payments | X | IdemnificationGrossUpPayments |
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | true | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (14 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| KATHLEEN H GOEPPINGER PHD | ||||||||||||||
| PRESIDENT/CEO/TRUSTEE | 537957 | 0 | 304235 | 0 | 1589509 | 0 | 25000 | 0 | 6246 | 0 | 2462947 | 0 | 1240906 | 0 |
| ARTHUR G DOBBELAERE PHD | ||||||||||||||
| ASSISTANT SECR./COO/EXEC VP | 480707 | 0 | 242289 | 0 | 100351 | 0 | 25000 | 0 | 4150 | 0 | 852497 | 0 | 0 | 0 |
| GREGORY J GAUS | ||||||||||||||
| ASSISTANT TREAS./CFO/SENIOR VP | 404888 | 0 | 206147 | 0 | 83597 | 0 | 25000 | 0 | 5667 | 0 | 725299 | 0 | 0 | 0 |
| DEAN P MALONE | ||||||||||||||
| VP FINANCE | 271688 | 0 | 100035 | 0 | 30928 | 0 | 25000 | 0 | 4992 | 0 | 432643 | 0 | 0 | 0 |
| KAREN D JOHNSON PHD | ||||||||||||||
| VP UNIVERSITY RELATIONS | 245182 | 0 | 80249 | 0 | 23088 | 0 | 24389 | 0 | 2988 | 0 | 375896 | 0 | 0 | 0 |
| MARY LEE PHARM D | ||||||||||||||
| VP/CAO PHARMACY/HEALTH | 334752 | 0 | 92004 | 0 | 44880 | 0 | 25000 | 0 | 4347 | 0 | 500983 | 0 | 0 | 0 |
| DENNIS PAULSON PHD | ||||||||||||||
| VP/CAO MEDICINE AND DENTAL | 340206 | 0 | 122849 | 0 | 46782 | 0 | 25000 | 0 | 5323 | 0 | 540160 | 0 | 0 | 0 |
| ANGELA MARTY MS | ||||||||||||||
| VP HUMAN RESOURCES & ADMIN. | 186372 | 0 | 74694 | 0 | 22551 | 0 | 19000 | 0 | 4826 | 0 | 307443 | 0 | 0 | 0 |
| JOHN R BURDICK PHD | ||||||||||||||
| VP CLINIC OP. & DEAN/BASIC SCI | 286280 | 0 | 81018 | 0 | 32457 | 0 | 25000 | 0 | 5025 | 0 | 429780 | 0 | 0 | 0 |
| LORI A KEMPER DO | ||||||||||||||
| DEAN MEDICINE | 306873 | 0 | 66317 | 0 | 31319 | 0 | 25000 | 0 | 5164 | 0 | 434673 | 0 | 0 | 0 |
| KAREN J NICHOLS DO | ||||||||||||||
| DEAN MEDICINE | 318503 | 0 | 65229 | 0 | 38882 | 0 | 25000 | 0 | 4226 | 0 | 451840 | 0 | 0 | 0 |
| MICHAEL MACNEIL | ||||||||||||||
| DEAN DENTAL MEDICINE | 315704 | 0 | 68387 | 0 | 23984 | 0 | 25000 | 0 | 4235 | 0 | 437310 | 0 | 0 | 0 |
| RUSSEL GILPATRICK | ||||||||||||||
| DEAN DENTAL MEDICINE | 313214 | 0 | 85201 | 0 | 23032 | 0 | 25000 | 0 | 4238 | 0 | 450685 | 0 | 0 | 0 |
| TOM BOYLE A DO | ||||||||||||||
| DEAN POSTDOCTORAL EDUCATION | 285391 | 0 | 40320 | 0 | 9000 | 0 | 25000 | 0 | 5054 | 0 | 364765 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SUPPLEMENTAL COMPENSATION INFORMATION | Identifier |
| Return Reference | SCHEDULE J, PART I, QUESTION 1A | ReturnReference |
| Explanation | FIRST CLASS TRAVEL THE UNIVERSITY ALLOWS FOR FIRST CLASS TRAVEL FOR ITS CEO, COO, AND CFO AND ALLOWS FOR OTHER KEY EMPLOYEES WITH RESPONSIBILITIES ON BOTH CAMPUSES TO PURCHASE FIRST CLASS UPGRADES. FIRST CLASS TRAVEL IS NOT CONSIDERED COMPENSATION. HEALTH OR SOCIAL CLUB DUES OR INITIATION FEES SOCIAL/COUNTRY CLUB DUES ARE PAID FOR THE CEO AS PROVIDED FOR IN THE CEO'S EMPLOYMENT CONTRACT. THE CLUB IS USED FOR BUSINESS USE ONLY, THEREFORE NOT CONSIDERED COMPENSATION. TAX INDEMNIFICATION AND GROSS-UP PAYMENTS THE UNIVERSITY PROVIDES CERTAIN OFFICERS AND EMPLOYEES WITH TAX GROSS UP PAYMENTS. FOR THREE OFFICERS, THE UNIVERSITY PROVIDES A TAX GROSS UP ON CAR ALLOWANCES. THE UNIVERSITY ALSO PROVIDES A CURRENT PAYMENT IN LIEU OF A CONTRIBUTION TO ITS QUALIFIED RETIREMENT PLAN TO EMPLOYEES WHOSE COMPENSATION EXCEEDS CODE LIMITS ON CONTRIBUTIONS TO THE QUALIFIED PLANS. GROSS UPS ARE PAID ON SUCH PAYMENTS TO ACCOUNT FOR THE FACT THAT SUCH PAYMENTS ARE NOT SUBJECT TO DEFERRAL AND OTHER TAX BENEFITS ASSOCIATED WITH QUALIFIED RETIREMENT PLANS. SCHEDULE J, PART I, QUESTION 4B CONTRIBUTIONS TO A SUPPLEMENTARY NONQUALIFIED RETIREMENT PLAN AND PAYMENTS FROM A SUPPLEMENTARY NONQUALIFIED RETIREMENT PLAN: KATHLEEN GOEPPINGER - $1,474,429 THIS AMOUNT IS INCLUDED IN SCHEDULE J,PART II, COLUMN B(iii). SCHEDULE J, PART II, Column (B)(II) LISTED OFFICERS AND DEANS RECEIVE A CERTAIN PERCENTAGE OF BASE COMPENSATION AS ADDITIONAL COMPENSATION, BASED UPON ATTAINMENT OF VARIOUS PREDETERMINED PERFORMANCE RELATED GOALS FOR THE INDIVIDUALS INVOLVED, ALL AS REFLECTED IN COMPREHENSIVE WRITTEN PERFORMANCE APPRAISALS. | Explanation |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (4 entries)
| Bond ReferenceBondReferenceCd | Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|---|---|
| GLENDALE AZ IDA SERIES 2004 BONDS | ||||||||
| A | 521767454 | 378286FE3 | 2004-07-13 | 17164944 | SEE SCHEDULE K PART VI | false | false | false |
| GLENDALE AZ IDA SERIES 2007 BONDS | ||||||||
| B | 521767454 | 378286GD4 | 2007-04-18 | 67184077 | SEE SCHEDULE K PART VI | false | false | false |
| GLENDALE AZ IDA SERIES 2008 BONDS | ||||||||
| C | 521767454 | 378286GE2 | 2008-05-15 | 28600000 | SEE SCHEDULE K PART VI | false | false | false |
| GLENDALE AZ IDA SERIES 2010 BONDS | ||||||||
| D | 521767454 | 378286HC5 | 2010-05-27 | 159999058 | SEE SCHEDULE K PART VI | false | false | false |
Form990 Schedule K Part II Form990ScheduleKPartII (4 entries)
| Bond ReferenceBondReferenceCd | Amount RetiredAmountRetired | Amount Bond DefeasedAmountBondDefeased | Total ProceedsTotalProceeds | Amount In Reserve FundAmountInReserveFund | Capitalized InterestCapitalizedInterest | Refunding EscrowRefundingEscrow | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Credit EnhancementCreditEnhancement | Working Capital ExpendituresWorkingCapitalExpenditures | Capital ExpendituresCapitalExpenditures | Other Spent ProceedsOtherSpentProceeds | Amount UnspentAmountUnspent | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | 14405000 | 0 | 17165333 | 0 | 0 | 0 | 294994 | 0 | 0 | 0 | 16870339 | 0 | 2004 | false | true | true | true |
| B | 845000 | 0 | 68068304 | 5937110 | 0 | 0 | 0 | 0 | 0 | 0 | 62131194 | 0 | 2007 | true | true | true | true |
| C | 695000 | 0 | 28600039 | 0 | 0 | 0 | 18522 | 0 | 0 | 0 | 28581517 | 0 | 2008 | true | false | true | true |
| D | 7670000 | 0 | 160000692 | 10434122 | 0 | 0 | 0 | 0 | 169485 | 80587133 | 68809952 | 0 | 2010 | true | false | true | true |
Form990 Schedule K Part III Form990ScheduleKPartIII (4 entries)
| Bond ReferenceBondReferenceCd | Prcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthers | Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Engage Bond Counsel ContractsEngageBondCounselContracts | Any Research AgreementsAnyResearchAgreements | Engage Bond Counsel ResearchEngageBondCounselResearch | Bond Iss Meet Prvt Security Pay TestBondIssMeetPrvtSecurityPayTest | Change In Use Bond Financed PropChangeInUseBondFinancedProp | Remedial Action TakenRemedialActionTaken | Non Qualified Bond Remed ProcdrsNonQualifiedBondRemedProcdrs |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | ||||||||||
| B | 0 | ||||||||||
| C | 0 | ||||||||||
| D | 0 | false | false | true | true | true | true | false | false | false | true |
Form990 Schedule K Part IV Form990ScheduleKPartIV (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiled | Rebate Not Due YetRebateNotDueYet | Exception To RebateExceptionToRebate | No Rebate DueNoRebateDue | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Term Of HedgeTermOfHedge | Superintegrated HedgeSuperintegratedHedge | Hedge TerminatedHedgeTerminated | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Business Name Line1NameOfGICProvider/BusinessNameLine1 | Gross Proceeds InvestedGrossProceedsInvested | Written Proc To Monitor ReqsWrittenProcToMonitorReqs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ROYAL BANK | |||||||||||||
| A | false | false | true | true | false | true | 0.2 | false | true | false | 0 | false | true |
| ROYAL BANK | |||||||||||||
| B | false | false | false | true | false | true | 0.3 | false | true | false | 0 | false | true |
| 0 | |||||||||||||
| C | false | true | false | true | true | false | false | 0 | false | true | |||
| 0 | |||||||||||||
| D | false | true | false | false | false | false | false | 0 | false | true | |||
Form990 Schedule K Part V Form990ScheduleKPartV (4 entries)
| Bond ReferenceBondReferenceCd | Proc To Undertk Corrective ActionProcToUndertkCorrectiveAction |
|---|---|
| A | true |
| B | true |
| C | true |
| D | true |
Form990 Schedule K Part VI Form990ScheduleKPartVI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Schedule K, Part I, Line A, Column (F) | Identifier |
| Return Reference | 0 | ReturnReference |
| Explanation | PROCEEDS FROM THE SALE OF THE BONDS WERE USED TO PARTIALLY REFUND THE PRINCIPAL AMOUNT FOR THE SERIES 1998A BONDS THAT WERE ISSUED ON SEPTEMBER 24, 1998. FORM 990, SCHEDULE K, PART I, LINE B, COLUMN (F) PROCEEDS FROM THE SALE OF THE BONDS WERE USED TO REFUND THE REMAINING AMOUNT OF THE SERIES 1996 A & B BONDS ISSUED ON AUGUST 14, 1996 AND PARTIAL REFUNDING OF PRINCIPAL AMOUNT FOR THE SERIES 1998B BONDS ISSUED ON SEPTEMBER 24, 1998, AND SERIES 2001 A & B BONDS ISSUED ON MAY 31, 2001. FORM 990, SCHEDULE K, PART I, LINE C, COLUMN (F) PROCEEDS FROM THE SALE OF THE BONDS WERE USED TO REFUND THE REMAINING PRINCIPAL AMOUNT OF THE SERIES 1998 A & B BONDS ISSUED ON SEPTEMBER 24, 1998. FORM 990, SCHEDULE K, PART I, LINE D, COLUMN (F) PROCEEDS FROM THE SALE OF THE BONDS WERE USED TO PARTIALLY FUND PROJECTS ASSOCIATED WITH THE PROGRAMS AND CAMPUS EXPANSIONS OF THE UNIVERSITY AND THE PROCEEDS WERE ALSO USED TO REFUND THE REMAINING PRINCIPAL AMOUNT OF THE COMMERCIAL PAPER REVENUE NOTE PROGRAM (2009 BONDS) ISSUED JANUARY 29, 2009, JUNE 19, 2008, NOVEMBER 5, 2008 AND DECEMBER 10, 2008. FORM 990, SCHEDULE K, PART I, LINE E, COLUMN (F) PROCEEDS FROM THE SALE OF THE BONDS WERE USED TO REIMBURSE FOR PROJECTS ASSOCIATED WITH THE PROGRAMS AND CAMPUS EXPANSIONS OF THE UNIVERSITY. FORM 990, SCHEDULE K, PART II, LINE 3 TOTAL AMOUNT OF BOND PROCEEDS IS DIFFERENT FROM THE BOND ISSUE PRICE REPORTED ON SCHEDULE K, PART I, COLUMN (E) BECAUSE OF THE ADDITION OF INVESTMENT EARNINGS. FORM 990, SCHEDULE K, PART III, LINE 3B MIDWESTERN UNIVERSITY UTILIZES THE BOND-FINANCED FACILITIES TO CONDUCT RESEARCH SPONSORED BY CHARITABLE ORGANIZATIONS CREATED PURSUANT TO SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. TO OUR KNOWLEDGE, THIS RESEARCH FALLS WITHIN THE EXEMPT PURPOSES OF SUCH SPONSORS AND, ACCORDINGLY, WOULD NOT BE TREATED AS PRIVATE BUSINESS USE OF THE FINANCED PROPERTY. Form 990, Schedule K, Part IV, Line 2c, Column A: Midwestern University last performed the rebate calculation for the 2004 Bonds on September 9, 2009. Form 990, Schedule K, Part IV, Line 2c, Column B: Midwestern University last performed the rebate calculation for the 2007 Bonds on April 29, 2014. Form 990, Schedule K, Part IV, Line 2c, Column C: Midwestern University last performed the rebate calculation for the 2008 Bonds on April 29, 2014. | Explanation |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GLENDALE AZ IDA SERIES 2011 BONDS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 521767454 | IssuerEIN |
| CUSIP Number | 378286HF8 | CUSIPNumber |
| Date Issued | 2011-09-28 | DateIssued |
| Issue Price | 50000000 | IssuePrice |
| Description Of Purpose | SEE SCHEDULE K PART VI | DescriptionOfPurpose |
| Defeased | false | Defeased |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Pool Financing | false | PoolFinancing |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Amount Retired | 1475000 | AmountRetired |
| Amount Bond Defeased | 0 | AmountBondDefeased |
| Total Proceeds | 50000000 | TotalProceeds |
| Amount In Reserve Fund | 0 | AmountInReserveFund |
| Capitalized Interest | 0 | CapitalizedInterest |
| Refunding Escrow | 0 | RefundingEscrow |
| Issuance Costs From Proceeds | 0 | IssuanceCostsFromProceeds |
| Credit Enhancement | 0 | CreditEnhancement |
| Working Capital Expenditures | 0 | WorkingCapitalExpenditures |
| Capital Expenditures | 50000000 | CapitalExpenditures |
| Other Spent Proceeds | 0 | OtherSpentProceeds |
| Amount Unspent | 0 | AmountUnspent |
| Year Of Subst Completion | 2011 | YearOfSubstCompletion |
| Current Refunding | false | CurrentRefunding |
| Advance Refunding | false | AdvanceRefunding |
| Final Allocation Made | true | FinalAllocationMade |
| Adequate Books And Recds Maintaind | true | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | false | OwningBondFinancedProperty |
| Any Lease Arrangements | false | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | true | MngmentCntrctBondFinancdPrprty |
| Engage Bond Counsel Contracts | true | EngageBondCounselContracts |
| Any Research Agreements | true | AnyResearchAgreements |
| Engage Bond Counsel Research | true | EngageBondCounselResearch |
| Prcntge Prvt Business Use By Others | 0 | PrcntgePrvtBusinessUseByOthers |
| Bond Iss Meet Prvt Security Pay Test | false | BondIssMeetPrvtSecurityPayTest |
| Change In Use Bond Financed Prop | false | ChangeInUseBondFinancedProp |
| Remedial Action Taken | false | RemedialActionTaken |
| Non Qualified Bond Remed Procdrs | true | NonQualifiedBondRemedProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | false | Form8038TFiled |
| Rebate Not Due Yet | true | RebateNotDueYet |
| Exception To Rebate | false | ExceptionToRebate |
| No Rebate Due | false | NoRebateDue |
| Variable Rate Issue | true | VariableRateIssue |
| Hedge Identified In Books And Recds | false | HedgeIdentifiedInBooksAndRecds |
Name Of Hedge Provider NameOfHedgeProvider
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 0 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Proceeds Invested In GIC | false | GrossProceedsInvestedInGIC |
Name Of GIC Provider NameOfGICProvider
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 0 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Proceeds Invested | false | GrossProceedsInvested |
| Written Proc To Monitor Reqs | true | WrittenProcToMonitorReqs |
Form990 Schedule K Part V Form990ScheduleKPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Proc To Undertk Corrective Action | true | ProcToUndertkCorrectiveAction |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (2 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| GERRIT A VAN HUISSTEDE | |||
| SEE SCHEDULE L, PART V | 559198 | Bank Services Charges/Fees | false |
| JANET R BOLTON | |||
| SEE SCHEDULE L, PART V | 238389 | INVESTMENT MANAGEMENT SERVICES | false |
Form990 Schedule L Part V Form990ScheduleLPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Schedule L, Part IV | Identifier |
| Return Reference | Business Transaction with Interested Persons | ReturnReference |
| Explanation | INTERESTED PERSON: GERRIT A. VAN HUISSTEDE RELATIONSHIP: MR. GERRIT A. VAN HUISSTEDE IS REGIONAL PRESIDENT OF WELLS FARGO BANK, N.A., AND THE SECRETARY, TREASURER AND CHAIRMAN OF THE FINANCE COMMITTEE FOR THE BOARD OF TRUSTEES OF MIDWESTERN UNIVERSITY. WELLS FARGO BANK PROVIDES CREDIT, BANKING AND INVESTMENT SERVICES TO THE UNIVERSITY AND IS THE TRUSTEE ON BONDS ISSUED BY A RELATED ORGANIZATION. TRANSACTION: THE UNIVERSITY PAYS WELLS FARGO BANK, N.A. FOR BANK SERVICE CHARGES, BANK FEES, INVESTMENT FEES AND OTHER RELATED BANK CHARGES. THE AMOUNTS LISTED ON SCHEDULE L, COLUMN (C) THAT ARE REFERRED TO HERE DO NOT INCLUDE PRINCIPAL AMOUNTS, INTEREST OR FEES ON CREDIT TRANSACTIONS. UNDER THE UNIVERSITY'S CONFLICT OF INTEREST POLICY, MR. VAN HUISSTEDE DID NOT PARTICIPATE IN THE NEGOTIATION OR APPROVAL OF THE UNIVERSITY'S FEE AGREEMENTS WITH WELLS FARGO OR ANY OF THE SERVICES PROVIDED BY WELLS FARGO. INTERESTED PERSON: JANET R. BOLTON RELATIONSHIP: JANET R. BOLTON IS AN OFFICER OF MORGAN STANLEY / SMITH BARNEY AND A MEMBER OF THE BOARD OF TRUSTEES OF MIDWESTERN UNIVERSITY. MORGAN STANLEY PROVIDES INVESTMENT MANAGEMENT SERVICES TO MIDWESTERN UNIVERSITY. TRANSACTION: THE UNIVERSITY PAYS MORGAN STANLEY FOR INVESTMENT MANAGEMENT SERVICES. THE AMOUNTS LISTED ON SCHEDULE L, COLUMN (C) THAT ARE REFERRED TO HERE ARE FOR THOSE SERVICES. UNDER THE UNIVERSITY'S CONFLICT OF INTEREST POLICY, MS. BOLTON DID NOT PARTICIPATE IN THE NEGOTIATION OR APPROVAL OF THE UNIVERSITY'S FEE AGREEMENTS WITH MORGAN STANLEY FOR ANY OF THE SERVICES PROVIDED BY MORGAN STANLEY. | Explanation |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 15000 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | OPINIONS OF EXPERTS | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Historical Treasures | ArtHistoricalTreasures | |
| Art Fractional Interest | ArtFractionalInterest | |
| Books And Publications | BooksAndPublications | |
| Clothing And Household Goods | ClothingAndHouseholdGoods | |
| Cars And Other Vehicles | CarsAndOtherVehicles | |
| Boats And Planes | BoatsAndPlanes | |
| Intellectual Property | IntellectualProperty |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 2034 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | cost/selling price | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStock | |
| Securities Prtnrshp Trust Intrsts | SecuritiesPrtnrshpTrustIntrsts | |
| Securities Miscellaneous | SecuritiesMiscellaneous | |
| Qualified Contrib Hist Struct | QualifiedContribHistStruct | |
| Qualified Contrib Other | QualifiedContribOther | |
| Real Estate Residential | RealEstateResidential | |
| Real Estate Commercial | RealEstateCommercial | |
| Real Estate Other | RealEstateOther | |
| Collectibles | Collectibles | |
| Food Inventory | FoodInventory | |
| Drugs And Medical Supplies | DrugsAndMedicalSupplies | |
| Taxidermy | Taxidermy | |
| Historical Artifacts | HistoricalArtifacts | |
| Scientific Specimens | ScientificSpecimens | |
| Archaeological Artifacts | ArchaeologicalArtifacts |
Other Non Cash Contributions Table OtherNonCashContributionsTable (4 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | Raffle Items - Fundrasing Events | 236 | 55386 | Cost/selling price |
| X | Med Equipment & Instruments for CVM | 9 | 17533 | OPINIONS OF EXPERTS |
| X | Dental Chairs,Flouride Varnish | 3 | 2956 | OPINIONS OF EXPERTS |
| X | OMM table,Cabinets | 2 | 3990 | OPINIONS OF EXPERTS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 1 | NumberOf8283Received |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | false | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SUPPLEMENTAL INFORMATION | Identifier |
| Return Reference | SCHEDULE M, LINE 30A | ReturnReference |
| Explanation | GIFT ACCEPTANCE POLICY. SCHEDULE M, LINE 31 FOR THE TYPE OF PROPERTY ON SCHEDULE M, PART I, COLUMN B, THE UNIVERSITY REPORTS THE NUMBER OF ITEMS RECEIVED DURING THE YEAR. THE UNIVERSITY HAS AN ACCEPTANCE POLICY FOR NON-STANDARD CONTRIBUTIONS, WHICH IS REVIEWED BY MANAGEMENT. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (9 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| NUMBER OF VOLUNTEERS | FORM 990, PART I, LINE 6 | VOLUNTEERS CONSIST PRIMARILY OF ADJUNCT/VOLUNTEER (UNCOMPENSATED) FACULTY PROVIDING TEACHING SERVICES FOR THE UNIVERSITY'S VARIOUS HEALTHCARE EDUCATIONAL SERVICES (3937), AS WELL AS UNCOMPENSATED MEMBERS OF THE BOARD OF TRUSTEES (18). |
| DESCRIPTION OF PROGRAM SERVICE ACCOMPLISHMENTS | FORM 990, PART III, LINE 4A | DURING THE FISCAL YEAR ENDED 6/30/13, MIDWESTERN UNIVERSITY PROVIDED HEALTH SCIENCES EDUCATION SERVICES TO APPROXIMATELY 5,483 PRE-DOCTORAL STUDENTS AND 241 POST-DOCTORAL STUDENTS. THESE STUDENT SERVICES ARE LOCATED ON THREE CAMPUSES, TWO IN ILLINOIS AND ONE IN ARIZONA. MIDWESTERN UNIVERSITY OFFERS HEALTH EDUCATION PROGRAMS IN MEDICINE,PHARMACY, PHYSICIAN ASSISTANCE, PHYSICAL THERAPY, OCCUPATIONAL THERAPY, BIOMEDICAL, PODIATRY, CLINICAL PSYCHOLOGY, PERFUSION SERVICES, NURSE ANESTHETIST, DENTISTRY, OPTOMETRY, AND GRADUATE EDUCATION PROGRAMS IN MEDICINE, AS WELL AS CONTINUING EDUCATION FOR STAFF AND ALUMNI. MIDWESTERN UNIVERSITY CONTINUED ITS RESEARCH AND TRAINING PROGRAMS WITH THE SUPPORT OF FEDERAL AND PRIVATE FUNDING. CREDIT COUNSELING, DEBT MANAGEMENT SERVICES FORM 990, PART IV, LINE 9, AND SCHEDULE D, PART IV THE UNIVERSITY ANSWERED "YES" AT FORM 990, PART IV, LINE 9, ONLY BECAUSE IT PROVIDES CREDIT COUNSELING, DEBT MANAGEMENT SERVICES TO ITS STUDENTS IN CONJUNCTION WITH ITS STUDENT LOAN/FINANCIAL AID PROGRAMS. SCHEDULE D, PART IV REQUESTS NO INFORMATION PERTAINING TO THESE SERVICES. DESCRIBE THE PROCESS USED BY THE ORGANIZATION TO REVIEW 990 FORM 990, PART VI, LINE 11B THE 990 IS PREPARED BY MANAGEMENT OF THE UNIVERSITY ALONG WITH THE ADVICE OF THE UNIVERSITY'S AUDITORS, ATTORNEYS AND TAX ADVISORS. THE 990 IS THEN REVIEWED BY THE CEO AND CFO PRIOR TO PRESENTING TO THE BOARD OF TRUSTEES. THE 990 IS PRESENTED TO THE BOARD OF TRUSTEES FOR THEIR REVIEW AND APPROVAL AT THE BOARD RETREAT PRIOR TO FILING. |
| Conflicts of Interest POLICY | FORM 990, PART VI, QUESTION 12 | MIDWESTERN UNIVERSITY HAS A WRITTEN CONFLICT OF INTEREST POLICY APPROVED BY THE BOARD OF TRUSTEES. FOR THE UNIVERSITY AND ALL OF ITS RELATED ORGANIZATIONS, ALL OFFICERS, TRUSTEES, KEY EMPLOYEES AND OTHER CERTAIN FACULTY AND STAFF ARE ANNUALLY REQUIRED TO COMPLETE A CONFLICT OF INTEREST QUESTIONNAIRE AND DISCLOSE ALL CONFLICTS OF INTEREST. QUESTIONNAIRES ARE RETURNED TO THE PRESIDENT OF THE UNIVERSITY, FOR REVIEW AND ANNUAL APPROVAL. A COMMITTEE OF THE BOARD OF TRUSTEES REVIEWS AND RESOLVES ANY POTENTIAL CONFLICTS OF INTERESTS REPORTED ON THE QUESTIONNAIRES INVOLVING A TRUSTEE, OFFICER, OR CERTAIN KEY EMPLOYEES. THE PRESIDENT, AS DESIGNEE OF THE BOARD COMMITTEE, REVIEWS AND RESOLVES MATTERS INVOLVING OTHER INDIVIDUALS WHO RECEIVE THE QUESTIONNARIES. PROCEDURES FOR ADDRESSING ACTUAL OR POSSIBLE CONFLICTS ARE SET FORTH IN THE BOARD APPROVED CONFLICTS OF INTEREST POLICY STATEMENT. RECORDS OF ANY PROCEEDINGS ARE KEPT, AND ANNUAL REPORTS OF THE ACTIVITIES, REVIEWS AND RESOLUTIONS REGARDING CONFLICTS OF INTEREST ARE MADE TO THE BOARD OF TRUSTEES. |
| WHISTLEBLOWER POLICY | FORM 990, PART VI, QUESTION 13 | THE UNIVERSITY HAS A BOARD OF TRUSTEE APPROVED WRITTEN WHISTLEBLOWER POLICY IN PLACE AND HAS IMPLEMENTED POLICIES AND PROCEDURES ENCOURAGING EMPLOYEES TO COME FORWARD (WHETHER THROUGH AN OPEN DOOR POLICY OR A CONFIDENTIAL PHONE LINE IN THE PRESIDENT AND CEO OFFICES) WITH INFORMATION ON VARIOUS IMPROPER ACTIVITIES, SPECIFIES THAT THE INDIVIDUALS WILL BE PROTECTED FROM RETALIATION, IDENTIFIES STAFF AND MANAGEMENT PERSONNEL TO WHOM SUCH INFORMATION CAN BE REPORTED, AND ASSURES THAT SUCH INFORMATION WILL BE REVIEWED AND ACTED UPON BY MANAGEMENT AS APPROPRIATE. |
| Document Retention and Destruction Policy | FORM 990, PART VI, QUESTION 14 | MIDWESTERN UNIVERSITY HAS A BOARD OF TRUSTEE APPROVED WRITTEN DOCUMENT RETENTION AND DESTRUCTION POLICY. |
| Offices & Positions for Which Process was Used, & Year Process was Begun | FORM 990, PART VI, QUESTION 15A & 15B | MIDWESTERN UNIVERSITY ADOPTED A COMPREHENSIVE EXECUTIVE COMPENSATION REVIEW SYSTEM IN 1995 AND HAS FOLLOWED THE POLICY THROUGHTOUT THE YEARS. THE POLICIES AND PRACTICES HAVE ENSURED A CONSISTENT METHODOLOGY FOR ALL ACADEMIC DEANS AND OFFICERS OF THE UNIVERSITY AND THE EXECUTIVE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES (THE "COMPENSATION COMMITTEE"). THE COMPENSATION COMMITTEE IS COMPOSED OF TRUSTEES WITHOUT A CONFLICT OF INTEREST WITH RESPECT TO COMPENSATION ARRANGEMENTS WHICH IT APPROVES. THE COMPENSATION COMMITTEE CHAIR ENGAGES AN OUTSIDE COMPENSATION CONSULTANT TO BENCHMARK THE SALARIES AND BENEFITS OF THE ADMINISTRATIVE PERSONNEL OF MIDWESTERN UNIVERSITY. MERIT INCREASES ARE AWARDED BASED ON COMPREHENSIVE WRITTEN PERFORMANCE APPRAISALS, EXTERNAL MARKET AND COMPARABILITY DATA AND INTERNAL EQUITY. THE COMPENSATION COMMITTEE REVIEWS ALL PERFORMANCE APPRAISAL FORMS, INCLUDING A COMPREHENSIVE REVIEW OF THE PERFORMANCE OF THE PRESIDENT, CHIEF EXECUTIVE OFFICER THAT IS DISTRIBUTED TO EVERY MEMBER OF THE BOARD OF TRUSTEES, AND COLLECTED AND EVALUTED BY THE CHAIRMAN OF THE BOARD. THE COMPENSATION COMMITTEE MEETS AT LEAST TWICE A YEAR. ONE MEETING IS HELD EXCLUSIVELY TO REVIEW THE PERTINENT DATA AND PRESIDENT'S PERFORMANCE AND MAY INCLUDE THE EXTERNAL CONSULTANT DURING THE MEETING. THE PRESIDENT IS NOT INCLUDED IN THIS MEETING. MINUTES OF ALL COMPENSATION COMMITTEE MEETINGS ARE WRITTEN AND MAINTAINED IN THE OFFICE OF THE PRESIDENT CEO. |
| Avail of Gov Docs, Conflict of Interest Policy, & Fin Stmts to Gen Public | FORM 990, PART VI, QUESTION 19 | MIDWESTERN UNIVERSITY'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE NOT MADE AVAILABLE TO THE GENERAL PUBLIC. THE 990 IS AVAILABLE ON GUIDESTAR.COM AND ALSO AT EACH OF THE UNIVERSITY'S TWO CAMPUSES. THE FINANCIAL STATEMENTS AND PERTINENT OPERATING STATISTICS ARE AVAILABLE AT WWW.DACBOND.COM |
| Other changes in Net Assets or Fund Balances | Form 990, Part XI, Line 9 | $ 6,568,171 UNREALIZED GAIN ON INTEREST RATE PROTECTION AGREEMENTS $(3,985,378) Change in Unrestricted Net Assets due to Discontinued Operations $ (94,865) NONCASH CONTRIBUTIONS --------- $ 2,487,928 TOTAL |
| Amended Return Disclosure | Midwestern University is filing this amended return to reflect the updated amount of compensation for Kathleen Goeppinger. Accordingly, the following parts and schedules of the return were updated: Part VII, Section A, Line 1a (19) Part VII, Section A, Line 1b Schedule J, Part II, Line 1(i) SCHEDULE J, PART III The details are below: 1. PART VII, SECTION A, LINE (19) COLUMN (D) REPORTABLE COMPENSATION FROM THE ORGANIZATION (W-2/1099-MISC). CHANGED AMOUNT FROM 957,272 TO 2,431,701. 2. PART VII, SECTION A, LINE (19) COLUMN (D) ESTIMATED AMOUNT OF OTHER COMPENSATION FROM THE ORGANIZATION. CHANGED AMOUNT FROM 290,936 TO 31,246. 3. SCHEDULE J, PART II, LINE 1(I), COLUMN (B)(III) OTHER REPORTABLE COMPENSATION. CHANGED AMOUNT FROM 115,080 TO 1,589,509. 4. SCHEDULE J, PART II, LINE 1(I), COLUMN (C) RETIREMENT AND OTHER DEFERRED COMPENSATION. CHANGED AMOUNT FROM 284,690 TO 25,000. 5. SCHEDULE J, PART II, LINE 1(I), COLUMN (E) TOTAL OF COLUMNS (B)(I)-(D) CHANGED AMOUNT FROM 1,248,208 to 2,462,947 6. SCHEDULE J, PART II, LINE 1(I), COLUMN (F) COMPENSATION REPORTED AS DEFERRED IN PRIOR FORM 990. CHANGED AMOUNT FROM 0 TO 1,240,906. 7. SCHEDULE J, PART III, SUPPLEMENTAL INFORMATION DISCLOSURE FOR SCHEDULE J, PART I, QUESTION 4B WAS CHANGED FROM SCHEDULE J, PART I, QUESTION 4B CONTRIBUTIONS TO A SUPPLEMENTARY NONQUALIFIED RETIREMENT PLAN: KATHLEEN GOEPPINGER - $259,690 THIS AMOUNT IS INCLUDED IN SCHEDULE J,PART II, COLUMN C. TO SCHEDULE J, PART I, QUESTION 4B CONTRIBUTIONS TO A SUPPLEMENTARY NONQUALIFIED RETIREMENT PLAN AND PAYMENTS FROM A SUPPLEMENTARY NONQUALIFIED RETIREMENT PLAN: KATHLEEN GOEPPINGER - $1,474,429 THIS AMOUNT IS INCLUDED IN SCHEDULE J, PART II, COLUMN B(iii). |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| MIDWESTERN UNIVERSITY FOUNDATION | ||||||||||
| 555 31st Street | Downers Grove | IL | 60515 | 363955804 | SUPPORT MWU | IL | 501(C)(3) | 9 | MWU | true |
| Midwestern University Hosp & Med Ctrs | ||||||||||
| 555 31st Street | Downers Grove | IL | 60515 | 362166999 | Inactive | IL | 501(C)(3) | 3 | MWU | true |
| Midwestern University Properties Corp | ||||||||||
| 363377699 | Title Holding | IL | 501(C)(2) | N/A | MWU | true | ||||
Form990 Schedule R Part IV Form990ScheduleRPartIV
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Osteopathic Management Enterprises Inc | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 31st Street | AddressLine1 |
| City | Downers Grove | City |
| State | IL | State |
| ZIP Code | 60515 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 363483456 | EIN |
| Primary Activity | Inactive | PrimaryActivity |
| Legal Domicile State | IL | LegalDomicileState |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MWU | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Entity | C CORP. | TypeOfEntity |
| Percentage Ownership | 1.00000 | PercentageOwnership |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | false | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | false | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | true | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | true | OtherTransferToOtherOrg |
| Other Transfer From Other Org | true | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (3 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| Midwestern University Properties Corp | ||
| Q | 154055 | CASH |
| Midwestern University Properties Corp | ||
| S | 504575 | CASH |
| Midwestern University Foundation | ||
| R | 95303 | CASH |