NORTHWESTERN UNIVERSITY: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- NORTHWESTERN UNIVERSITY (EIN 36-2167817)
- Tax period
- 2012-09-01 to 2013-08-31
- Filed
- 2014-07-14
- IRS object ID
- 201401959349300325
- Schema version
- 2012v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-07-14T09:45:38-05:00 | Timestamp |
| Tax Period End Date | 2013-08-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 134008324 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PricewaterhouseCoopers LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 13th Street NW Suite 1000 | AddressLine1 |
| City | Washington | City |
| State | DC | State |
| ZIP Code | 20005 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-09-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 362167817 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Northwestern University | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | NORT | NameControl |
| Phone | 8474913741 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 633 Clark St | AddressLine1 |
| City | Evanston | City |
| State | IL | State |
| ZIP Code | 60208 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Eugene Sunshine | Name |
| Title | Sr VP for Business and Finance | Title |
| Phone | 8474913741 | Phone |
| Date Signed | 2014-07-14 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Travis L Patton | Name |
| PTIN | P00369623 | PTIN |
| Phone | 2124141000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Eugene Sunshine | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 633 Clark St | AddressLine1 |
| City | Evanston | City |
| State | IL | State |
| ZIP Code | 60208 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 4521056005 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.northwestern.edu | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1851 | YearFormation |
| State Legal Domicile | IL | StateLegalDomicile |
| Activity Or Mission Description | Education and research | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 36 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 25 | NbrIndependentVotingMembers |
| Total Nbr Employees | 23159 | TotalNbrEmployees |
| Total Nbr Volunteers | 149 | TotalNbrVolunteers |
| Total Gross UBI | 14524514 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 265414664 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 331106325 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 1582568067 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 1613666729 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 346027966 | InvestmentIncomePriorYear |
| Investment Income Current Year | 509976558 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 125525219 | OtherRevenuePriorYear |
| Other Revenue Current Year | 431183414 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 2319535916 | TotalRevenuePriorYear |
| Total Revenue Current Year | 2885933026 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 336067759 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 377166150 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 989249620 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 1051137198 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 155359 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 301025 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 44479202 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 774600821 | OtherExpensePriorYear |
| Other Expenses Current Year | 792198764 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 2100073559 | TotalExpensesPriorYear |
| Total Expenses Current Year | 2220803137 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 219462357 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 665129889 | RevenuesLessExpensesCY |
| Total Assets BOY | 9839073934 | TotalAssetsBOY |
| Total Assets EOY | 10889523081 | TotalAssetsEOY |
| Total Liabilities BOY | 1739966403 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1754330717 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 8099107531 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 9135192364 | NetAssetsOrFundBalancesEOY |
| Mission Description | Northwestern'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. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 1482885007 | Expense |
| Grants | 289452080 | Grants |
| Revenue | 1000323932 | Revenue |
| Description | Education of students: For the 2013 academic year, 8,446 undergraduates and 8,473 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. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 430651000 | Expense |
| Grants | 87714070 | Grants |
| Revenue | 538996897 | Revenue |
| Description | Research 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. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 102521000 | Expense |
| Revenue | 76980241 | Revenue |
| Description | Auxilliary 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. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 2016057007 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 1 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 1 | School |
| Foreign Office | 1 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 1 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 1 | MoreThan5000KToIndividuals |
| Professional Fundraising | 1 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 1 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 1 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 1 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 1 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 1 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 1 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 23136 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 23159 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 1 | ForeignFinancialAccount |
| Name Of Foreign Country | QA | NameOfForeignCountry |
| Name Of Foreign Country | UK | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Excess Business Holdings | 0 | ExcessBusinessHoldings |
| Taxable Distributions | 0 | TaxableDistributions |
| Distribution To Donor | 0 | DistributionToDonor |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 36 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 25 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 1 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 0 | WhistleblowerPolicy |
| Document Retention Policy | 0 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 1 | InvestmentInJointVenture |
| Written Policy Or Procedure | 0 | WrittenPolicyOrProcedure |
| States Where Copy Of Return Is Filed | AK | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AZ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | KY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MD | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OR | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | SC | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Karl Turro Controller | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 8474914722 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 619 Clark St | AddressLine1 |
| City | Evanston | City |
| State | IL | State |
| ZIP Code | 60208 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (58 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|---|---|
| Peter J Barris | ||||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||||
| John A Canning Jr | ||||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||||
| Nicholas D Chabraja | ||||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||||
| A Steven Crown | ||||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||||
| Richard H Dean | ||||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||||
| Deborah L DeHaas | ||||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||||
| Charles W Douglas | ||||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||||
| D Cameron Findlay | ||||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||||
| Dennis J FitzSimons | ||||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||||
| T Bondurant French | ||||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||||
| Christopher B Galvin | ||||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||||
| J Douglas Gray | ||||||||||
| Trustee | 1.00 | X | 0 | 12250 | 0 | |||||
| Philip L Harris | ||||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||||
| Jay C Hoag | ||||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||||
| Ellen Philips Katz | ||||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||||
| Lester B Knight | ||||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||||
| Timothy K Krauskopf | ||||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||||
| Edward M Liddy | ||||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||||
| J Landis Martin | ||||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||||
| Lee M Mitchell | ||||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||||
| Wendy M Nelson | ||||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||||
| William A Osborn | ||||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||||
| Jane DiRenzo Pigott | ||||||||||
| Trustee | 1.00 | X | 0 | 3850 | 0 | |||||
| JB Pritzker | ||||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||||
| M Jude Reyes | ||||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||||
| Patrick G Ryan Jr | ||||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||||
| Paul L Sagan | ||||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||||
| William E Sagan | ||||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||||
| D Gideon Searle | ||||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||||
| Andrew E Senyei MD | ||||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||||
| Benjamin W Slivka | ||||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||||
| Timothy P Sullivan | ||||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||||
| Jeffrey W Ubben | ||||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||||
| Frederick H Waddell | ||||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||||
| David B Weinberg | ||||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||||
| Miles D White | ||||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||||
| Morton O Schapiro | ||||||||||
| President | 40.00 | 940027 | 0 | 392219 | X | |||||
| Daniel I Linzer | ||||||||||
| Provost | 40.00 | 572969 | 0 | 196437 | X | |||||
| Eugene S Sunshine | ||||||||||
| Senior VP for Business | 40.00 | 782652 | 0 | 66880 | X | |||||
| Thomas G Cline | ||||||||||
| VP and General Counsel | 40.00 | 458227 | 0 | 91712 | X | |||||
| Alan K Cubbage | ||||||||||
| VP University Relations | 40.00 | 251233 | 0 | 25416 | X | |||||
| Marilyn McCoy | ||||||||||
| VP for Administration | 40.00 | 294786 | 0 | 43671 | X | |||||
| William H McLean | ||||||||||
| VP and Chief Investment Of | 40.00 | 1892865 | 0 | 979306 | X | |||||
| Robert E McQuinn | ||||||||||
| VP for Development | 40.00 | 428435 | 0 | 53544 | X | |||||
| Eric G Neilson | ||||||||||
| VP Medical School | 30.00 | 570962 | 564229 | 69292 | X | 30.00 | ||||
| Sean Reynolds | ||||||||||
| VP Information Technology | 40.00 | 389750 | 0 | 30753 | X | |||||
| Patricia Telles-Irvin | ||||||||||
| VP Student Affairs | 40.00 | 348099 | 0 | 41877 | X | |||||
| Joseph T Walsh Jr | ||||||||||
| VP for Research | 40.00 | 308793 | 0 | 76619 | X | |||||
| James J Phillips | ||||||||||
| VP Athletics | 40.00 | 829400 | 0 | 101485 | X | |||||
| Ronald Nayler | ||||||||||
| Assoc.VP Facilities Mgmnt | 40.00 | 334840 | 0 | 38251 | X | |||||
| Patrick M McCarthy | ||||||||||
| Professor, Medical School | 6.00 | 198428 | 1791190 | 59002 | 54.00 | X | ||||
| Tyler Robert Koski | ||||||||||
| Assoc. Professor, Medical School | 0.30 | 6500 | 1510991 | 53856 | 59.70 | X | ||||
| Patrick W Fitzgerald II | ||||||||||
| Head Coach | 40.00 | 2434005 | 0 | 46982 | X | |||||
| Murad Alam | ||||||||||
| Asst.Professor,Medical S | 0.10 | 1000 | 1566078 | 38805 | 59.90 | X | ||||
| Jayesh Mehta | ||||||||||
| Professor, Medical School | 6.00 | 156329 | 1326202 | 53679 | 54.00 | X | ||||
| William J Banis | ||||||||||
| Former VP Student Affairs | 0.00 | 185886 | 0 | 27649 | X | |||||
| Jeffrey Glassroth | ||||||||||
| Former Interim VP Medical | 18.00 | 274800 | 651505 | 63242 | 42.00 | X | ||||
| Morteza A Rahimi | ||||||||||
| Former VP Information Tech | 40.00 | 160939 | 0 | 31501 | X | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 11820925 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 7426295 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 2582178 | TotalOtherCompensation |
| Number Individuals GT100 K | 2393 | NumberIndividualsGT100K |
| Formers Listed | 1 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| LBR Consolidated Services | |||||
| 440 Bonner Rd | Wauconda | IL | 60084 | Custodial services | 6914963 |
| Northwestern Memorial Hospital | |||||
| 251 East Huron | Chicago | IL | 60611 | Clinical services | 3843305 |
| Free Enterprise System | |||||
| One Sodrel Drive | Jeffersonville | IN | 47130 | Transportation services | 2501440 |
| Yorktown Energy Partners | |||||
| 150 East 42nd St 8th Fl | New York | NY | 10017 | Investment management | 1931208 |
| Midwest Moving & Storage Inc | |||||
| 1255 Tonne Rd | Elk Grove Village | IL | 60007 | Moving services | 1888206 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 510 | NumberOfContractorsGT100K |
| Fundraising Events | 1727405 | FundraisingEvents |
| Government Grants | 9441660 | GovernmentGrants |
| All Other Contributions | 319937260 | AllOtherContributions |
| Noncash Contributions | 28281762 | NoncashContributions |
| Total Contributions | 331106325 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| Tuition and fees | 900099 | 840247388 | 840247388 |
| Research activities | 900099 | 538996897 | 538996897 |
| Educational activities | 900099 | 123051360 | 123051360 |
| Auxilliary enterprises | 900099 | 76980241 | 76980241 |
| Medical departments | 900099 | 26638314 | 26638314 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 7752529 | TotalRevenueColumn |
| Related Or Exempt Function Income | 7752529 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 1613666729 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 120848440 | TotalRevenueColumn |
| Related Or Exempt Function Income | 5592352 | RelatedOrExemptFunctionIncome |
| Exclusion | $115,256,088 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 412859502 | TotalRevenueColumn |
| Exclusion | $412,859,502 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 5277930 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 1689946 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 3587984 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3587984 | TotalRevenueColumn |
| Unrelated Business Revenue | 22907 | UnrelatedBusinessRevenue |
| Exclusion | $3,565,077 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1276656799 | Securities |
| Other | 745418547 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 950652670 | Securities |
| Other | 682294558 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 326004129 | Securities |
| Other | 63123989 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 389128118 | TotalRevenueColumn |
| Related Or Exempt Function Income | -2958011 | RelatedOrExemptFunctionIncome |
| Exclusion | $392,086,129 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 305032 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 1727405 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 485805 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -180773 | TotalRevenueColumn |
| Exclusion | -$180,773 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Unrelated Business RevenueUnrelatedBusinessRevenue | ExclusionExclusionAmount |
|---|---|---|---|---|
| Investment in partners | 523000 | 14103919 | 14103919 | |
| Alumni affinity card | 900099 | 415094 | $415,094 | |
| Alumni travel study | 561520 | 205080 | 205080 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 192608 | TotalRevenueColumn |
| Unrelated Business Revenue | 192608 | UnrelatedBusinessRevenue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 14916701 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2885933026 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1616301070 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 14524514 | UnrelatedBusinessRevenue |
| Exclusion | $924,001,117 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 78241350 | Total |
| Program Services | 78241350 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 293060069 | Total |
| Program Services | 293060069 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5864731 | Total |
| Program Services | 5864731 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14134622 | Total |
| Program Services | 6457047 | ProgramServices |
| Management And General | 7195596 | ManagementAndGeneral |
| Fundraising | 481979 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 846641395 | Total |
| Program Services | 785757434 | ProgramServices |
| Management And General | 38333495 | ManagementAndGeneral |
| Fundraising | 22550466 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 61566676 | Total |
| Program Services | 56449927 | ProgramServices |
| Management And General | 3187281 | ManagementAndGeneral |
| Fundraising | 1929468 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 75553831 | Total |
| Program Services | 69157894 | ProgramServices |
| Management And General | 3984101 | ManagementAndGeneral |
| Fundraising | 2411836 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 53240674 | Total |
| Program Services | 48763518 | ProgramServices |
| Management And General | 2788871 | ManagementAndGeneral |
| Fundraising | 1688285 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4075979 | Total |
| Management And General | 4075979 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 890118 | Total |
| Management And General | 890118 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 628390 | Total |
| Management And General | 628390 | ManagementAndGeneral |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 301025 | Total |
| Fundraising | 301025 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 38954167 | Total |
| Management And General | 38954167 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 158166989 | Total |
| Program Services | 150629770 | ProgramServices |
| Management And General | 5399017 | ManagementAndGeneral |
| Fundraising | 2138202 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19088336 | Total |
| Program Services | 12430371 | ProgramServices |
| Management And General | 1143653 | ManagementAndGeneral |
| Fundraising | 5514312 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 138437300 | Total |
| Program Services | 131541534 | ProgramServices |
| Management And General | 3076144 | ManagementAndGeneral |
| Fundraising | 3819622 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18389922 | Total |
| Program Services | 13764768 | ProgramServices |
| Management And General | 4570758 | ManagementAndGeneral |
| Fundraising | 54396 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 45628523 | Total |
| Program Services | 45624048 | ProgramServices |
| Management And General | 4475 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 103653921 | Total |
| Program Services | 102049725 | ProgramServices |
| Management And General | 1133222 | ManagementAndGeneral |
| Fundraising | 470974 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 43935048 | Total |
| Program Services | 42356009 | ProgramServices |
| Management And General | 522744 | ManagementAndGeneral |
| Fundraising | 1056295 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25477521 | Total |
| Program Services | 23995230 | ProgramServices |
| Management And General | 648833 | ManagementAndGeneral |
| Fundraising | 833458 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 39076493 | Total |
| Management And General | 39076493 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 110388956 | Total |
| Program Services | 105858974 | ProgramServices |
| Management And General | 3301098 | ManagementAndGeneral |
| Fundraising | 1228884 | Fundraising |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| Prizes and awards | 28083322 | 28083322 | |
| Revenue sharing/refunds | 14890905 | 14890905 | |
| Other | 2432874 | 1080381 | 1352493 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2220803137 | Total |
| Program Services | 2016057007 | ProgramServices |
| Management And General | 160266928 | ManagementAndGeneral |
| Fundraising | 44479202 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 612618001 | BOY |
| EOY | 840758581 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 99289000 | BOY |
| EOY | 116395000 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 275488106 | BOY |
| EOY | 260712558 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2753689 | BOY |
| EOY | 3884810 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 73008377 | BOY |
| EOY | 85904426 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1997899 | BOY |
| EOY | 2696962 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14547205 | BOY |
| EOY | 15919718 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 2937661056 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 1254022184 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1576024652 | BOY |
| EOY | 1683638872 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 559049053 | BOY |
| EOY | 719753814 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6624131379 | BOY |
| EOY | 7159848113 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 166565 | BOY |
| EOY | 7946 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8 | BOY |
| EOY | 2281 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9839073934 | BOY |
| EOY | 10889523081 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 233685946 | BOY |
| EOY | 208102470 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 252332777 | BOY |
| EOY | 260684481 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 602309819 | BOY |
| EOY | 598966207 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 170000000 | BOY |
| EOY | 150000000 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 481637861 | BOY |
| EOY | 536577559 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1739966403 | BOY |
| EOY | 1754330717 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4926357531 | BOY |
| EOY | 5727500364 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2047109000 | BOY |
| EOY | 2226495000 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1125641000 | BOY |
| EOY | 1181197000 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8099107531 | BOY |
| EOY | 9135192364 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9839073934 | BOY |
| EOY | 10889523081 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 665129889 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 328451000 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 42503944 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | 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
Total Direct Lobbying TotalDirectLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 829965 | FilingOrganizationsTotals |
Total Lobbying Expenditures TotalLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 829965 | FilingOrganizationsTotals |
Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 2221915905 | FilingOrganizationsTotals |
Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 2222745870 | FilingOrganizationsTotals |
Lobbying Nontaxable LobbyingNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 1000000 | FilingOrganizationsTotals |
Grassroots Nontaxable GrassrootsNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 250000 | FilingOrganizationsTotals |
Tot Lobbying Grassroot Minus Non Tx TotLobbyingGrassrootMinusNonTx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Tot Lobby Expend Mns Lobbying Nontx TotLobbyExpendMnsLobbyingNontx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Lobbying Nontaxable Amount2 LobbyingNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 1000000 | CurrentYearMinus3 |
| Current Year Minus2 | 1000000 | CurrentYearMinus2 |
| Current Year Minus1 | 1000000 | CurrentYearMinus1 |
| Current Year | 1000000 | CurrentYear |
| Total | 4000000 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmount |
Total Lobbying Expenditures2 TotalLobbyingExpenditures2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 785982 | CurrentYearMinus3 |
| Current Year Minus2 | 764514 | CurrentYearMinus2 |
| Current Year Minus1 | 748516 | CurrentYearMinus1 |
| Current Year | 829965 | CurrentYear |
| Total | 3128977 | Total |
Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 250000 | CurrentYearMinus3 |
| Current Year Minus2 | 250000 | CurrentYearMinus2 |
| Current Year Minus1 | 250000 | CurrentYearMinus1 |
| Current Year | 250000 | CurrentYear |
| Total | 1000000 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmount |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number DA Fs Held | 1 | NumberDAFsHeld |
| Donor Advised Contributions | 286887 | DonorAdvisedContributions |
| Grants Paid From Donor Funds | 739550 | GrantsPaidFromDonorFunds |
| Aggregate DAF Value | 15695353 | AggregateDAFValue |
| Disclosed Orgs Legal Control | 1 | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | 1 | DisclosedForCharitablePurposes |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 5574319000 | BeginningOfYearBalance |
| Contributions | 393797000 | Contributions |
| Investment Earnings Or Losses | 594849000 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 59645003 | GrantsOrScholarships |
| Other Expenditures | 220189997 | OtherExpenditures |
| End Of Year Balance | 6283130000 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 5474935000 | BeginningOfYearBalance |
| Contributions | 210535000 | Contributions |
| Investment Earnings Or Losses | 204262000 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 41493408 | GrantsOrScholarships |
| Other Expenditures | 273919592 | OtherExpenditures |
| End Of Year Balance | 5574319000 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 4726940000 | BeginningOfYearBalance |
| Contributions | 146273000 | Contributions |
| Investment Earnings Or Losses | 856610000 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 52624971 | GrantsOrScholarships |
| Other Expenditures | 202263029 | OtherExpenditures |
| End Of Year Balance | 5474935000 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 4398200000 | BeginningOfYearBalance |
| Contributions | 61037000 | Contributions |
| Investment Earnings Or Losses | 400914000 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 11750000 | GrantsOrScholarships |
| Other Expenditures | 121461000 | OtherExpenditures |
| End Of Year Balance | 4726940000 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 5378142000 | BeginningOfYearBalance |
| Contributions | 49755000 | Contributions |
| Investment Earnings Or Losses | -902883000 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 15536000 | GrantsOrScholarships |
| Other Expenditures | 110979000 | OtherExpenditures |
| Administrative Expenses | 299000 | AdministrativeExpenses |
| End Of Year Balance | 4398200000 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.50000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.18000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.32000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 28388669 | OtherCostOrOtherBasis |
| Book Value | 28388669 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2417212090 | OtherCostOrOtherBasis |
| Depreciation | 912767728 | Depreciation |
| Book Value | 1504444362 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 12076573 | OtherCostOrOtherBasis |
| Depreciation | 4919496 | Depreciation |
| Book Value | 7157077 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 479983724 | OtherCostOrOtherBasis |
| Depreciation | 336334960 | Depreciation |
| Book Value | 143648764 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 1683638872 | TotalOfBookValueLandBuildings |
Financial Derivatives FinancialDerivatives
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 1713443260 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Equity, fixed income, real assets,etc | Description |
| Book Value | 5446404853 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 7159848113 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities (4 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| Deposits payable,actuarial liability of annuities payable | $165,772,552 |
| Government advances for student loans | $38,748,000 |
| Asset retirement obligations | $132,057,007 |
| Taxable bonds - series 2012 | $200,000,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 536577559 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (4 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| Part III, Line 1a: | 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. | |
| Part V, Line 4: | The University's endowment funds purposes include instruction, research, library collections, scholarships and awards, and building construction. | Description of Intended Use of Endowment Funds: |
| Part X, Line 2: | The University makes an assessment of individual tax positions and follows a process for recognition and measurement of uncertain tax positions. Tax positions are evaluated on whether they meet the "more likely than not" standard for sustainability on examination by tax authorities. | Description of Uncertain Tax Positions Under FIN 48: |
| Part X, line 5, Asset Retirement Obligations: The 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 E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | 1 | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | 1 | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | 1 | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | 1 | MaintRacialCompositionRecords |
| Maint Scholarships Records | 1 | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | 1 | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | 1 | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | 0 | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | 0 | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | 0 | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | 0 | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | 0 | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | 0 | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActy |
| Government Financial Aid Received | 1 | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | 0 | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | 1 | ComplianceWithRevProc7550 |
Form990 Schedule E Part II Form990ScheduleEPartII (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Explanation of Nondiscriminatory Policy Publication | Schedule E, Part I, Line 3 | Policies are included in student, faculty, and staff handbooks. Policies are also anually reprinted in the school newspaper. |
| Explanation of Government Financial Assistance | Schedule E, Part I, Line 6 | The 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. |
| Explanation of Racial Nondiscrimination Compliance | Schedule E, Part I, Line 7 | Northwestern University does not discriminate or permit discrimination by any member of its community against any individual on the basis of race, color, religion, national origin, sex, sexual orientation, gender identity, gender expression, parental status, marital status, age, disability, citizenship, or veteran status, or genetic information in matters of admissions, employment, housing, or services or in the educational programs or activities it operates. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 1 | GrantRecordsMaintained |
Accts Actvs Out US Table AcctsActvsOutUSTable (52 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|---|
| Middle East and North Africa | 1 | 165 | Maintaining offices, employees or agents | International campus in Doha, Qatar for students in journalism and communications. | 38237634 |
| East Asia and the Pacific | Fundraising | 166989 | |||
| Europe (Including Iceland & Greenland) - | Fundraising | 14247 | |||
| Middle East and North Africa | Fundraising | 7581 | |||
| North America - Canada and Mexico, but | Fundraising | 1590 | |||
| South America - Argentina, Bolivia, | Fundraising | 6323 | |||
| South Asia | Fundraising | 3942 | |||
| East Asia and the Pacific | Program services | Research | 171448 | ||
| Europe | Program services | Research | 2376450 | ||
| Middle East and North Africa | Program services | Research | 180507 | ||
| North America | Program services | Research | 1448122 | ||
| South Asia | Program services | Research | 44877 | ||
| Sub-Saharan Africa | Program services | Research | 4500 | ||
| Central America and the Caribbean | Program services | Study abroad programs and courses abroad | 216515 | ||
| East Asia and the Pacific | Program services | Study abroad programs and courses abroad | 2348625 | ||
| Europe | Program services | Study abroad programs and courses abroad | 2793285 | ||
| Middle East and North Africa | Program services | Study abroad programs and courses abroad | 1723981 | ||
| North America | Program services | Study abroad programs and courses abroad | 567179 | ||
| South America | Program services | Study abroad programs and courses abroad | 263833 | ||
| South Asia | Program services | Study abroad programs and courses abroad | 81033 | ||
| Sub-Saharan Africa | Program services | Study abroad programs and courses abroad | 746743 | ||
| Unrelated trade or business | 998 | ||||
| East Asia and the Pacific | Unrelated trade or business | 4380 | |||
| Europe | Unrelated trade or business | 19427 | |||
| Middle East and North Africa | Unrelated trade or business | 1004 | |||
| Russia & the Newly Independent States | Unrelated trade or business | 4528 | |||
| South America | Unrelated trade or business | 2097 | |||
| Sub-Saharan Africa | Unrelated trade or business | 7026 | |||
| Central America and the Caribbean | Investments | 1539500000 | |||
| Europe | Investments | 206605000 | |||
| North America | Investments | 47517000 | |||
| South America | Investments | 13894000 | |||
| Sub-Saharan Africa | Investments | 50988000 | |||
| Program services | Business travel abroad (includes travel to attend seminars and conferences) | 6521 | |||
| Central America and the Caribbean | Program services | Business travel abroad (includes travel to attend seminars and conferences) | 91315 | ||
| East Asia and the Pacific | Program services | Business travel abroad (includes travel to attend seminars and conferences) | 1492883 | ||
| Europe | Program services | Business travel abroad (includes travel to attend seminars and conferences) | 3146155 | ||
| Middle East and North Africa | Program services | Business travel abroad (includes travel to attend seminars and conferences) | 464763 | ||
| North America | Program services | Business travel abroad (includes travel to attend seminars and conferences) | 428703 | ||
| Russia & the Newly Independent States | Program services | Business travel abroad (includes travel to attend seminars and conferences) | 50891 | ||
| South America | Program services | Business travel abroad (includes travel to attend seminars and conferences) | 266619 | ||
| South Asia | Program services | Business travel abroad (includes travel to attend seminars and conferences) | 236267 | ||
| Sub-Saharan Africa | Program services | Business travel abroad (includes travel to attend seminars and conferences) | 226920 | ||
| Central America and the Caribbean | Grantmaking | 69716 | |||
| East Asia and the Pacific | Grantmaking | 416638 | |||
| Europe | Grantmaking | 3456169 | |||
| Middle East and North Africa | Grantmaking | 246249 | |||
| North America | Grantmaking | 1049068 | |||
| South America | Grantmaking | 175337 | |||
| South Asia | Grantmaking | 32884 | |||
| Sub-Saharan Africa | Grantmaking | 409671 | |||
| Europe (Including Iceland & Greenland) | Program-related investments | 25000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 1 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 165 | SubtotalNumberOfEmployees |
| Cont Number Of Offices | 0 | ContNumberOfOffices |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Offices | 1 | TotalNumberOfOffices |
| Total Number Of Employees | 165 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 38609754 | SubtotalAmountSpent |
| Cont Amount Spent | 1883630879 | ContAmountSpent |
| Total Amount Spent | 1922240633 | TotalAmountSpent |
Grants To Orgs Outside US GrantsToOrgsOutsideUS (24 entries)
| RegionRegion | Purpose Of GrantPurposeOfGrant | Amount Of Cash GrantAmountOfCashGrant | Manner Of Cash DisbursementMannerOfCashDisbursement |
|---|---|---|---|
| East Asia and the Pacific | Grant subaward from sponsored research funds | 25885 | ACH direct deposit or Check |
| Europe | Grant subaward from sponsored research funds | 924818 | ACH direct deposit or Check |
| Europe | Grant subaward from sponsored research funds | 43090 | ACH direct deposit or Check |
| Europe | Grant subaward from sponsored research funds | 82165 | ACH direct deposit or Check |
| Europe | Grant subaward from sponsored research funds | 102380 | ACH direct deposit or Check |
| Middle East and North Africa | Grant subaward from sponsored research funds | 119014 | ACH direct deposit or Check |
| North America | Grant subaward from sponsored research funds | 911612 | ACH direct deposit or Check |
| North America | Grant subaward from sponsored research funds | 5960 | ACH direct deposit or Check |
| North America - Canada and Mexico, but | Grant subaward from sponsored research funds | 5252 | ACH direct deposit or Check |
| North America - Canada and Mexico, but | Grant subaward from sponsored research funds | 26429 | ACH direct deposit or Check |
| North America - Canada and Mexico, but | Grant subaward from sponsored research funds | 23636 | ACH direct deposit or Check |
| Middle East and North Africa | Grant subaward from sponsored research funds | 30908 | ACH direct deposit or Check |
| East Asia and the Pacific | Grant subaward from sponsored research funds | 70450 | ACH direct deposit or Check |
| North America - Canada and Mexico, but | Grant subaward from sponsored research funds | 8900 | ACH direct deposit or Check |
| Sub-Saharan Africa | Grant subaward from sponsored research funds | 9558 | ACH direct deposit or Check |
| North America | Grant subaward from sponsored research funds | 7300 | ACH direct deposit or Check |
| Middle East and North Africa | Grant subaward from sponsored research funds | 44034 | ACH direct deposit or Check |
| East Asia and the Pacific | Grant subaward from sponsored research funds | 11902 | ACH direct deposit or Check |
| North America | Grant subaward from sponsored research funds | 59979 | ACH direct deposit or Check |
| Sub-Saharan Africa | Grant subaward from sponsored research funds | 262899 | ACH direct deposit or Check |
| East Asia and the Pacific | Grant subaward from sponsored research funds | 84946 | ACH direct deposit or Check |
| Europe (Including Iceland & Greenland) | Grant subaward from sponsored research funds | 46648 | ACH direct deposit or Check |
| Europe (Including Iceland & Greenland) | Grant subaward from sponsored research funds | 59841 | ACH direct deposit or Check |
| East Asia and the Pacific | Grant subaward from sponsored research funds | 14884 | ACH direct deposit or Check |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Other Orgs | 24 | TotalNumberOfOtherOrgs |
Grants To Ind Outside US GrantsToIndOutsideUS (7 entries)
| Type Of AssistanceTypeOfAssistance | RegionRegion | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant | Manner Of Cash DisbursementMannerOfCashDisbursement |
|---|---|---|---|---|
| Grants disbursed during student's enrollment in international program | Central America and the Caribbean | 3 | 54832 | Applied to student account; credits are refunded by check |
| Grants disbursed during student's enrollment in international program | East Asia and the Pacific | 11 | 223455 | Applied to student account; credits are refunded by check |
| Grants disbursed during student's enrollment in international program | Europe | 115 | 2206227 | Applied to student account; credits are refunded by check |
| Grants disbursed during student's enrollment in international program | Middle East and North Africa | 6 | 52292 | Applied to student account; credits are refunded by check |
| Grants disbursed during student's enrollment in international program | South America | 9 | 175337 | Applied to student account; credits are refunded by check |
| Grants disbursed during student's enrollment in international program | South Asia | 3 | 32884 | Applied to student account; credits are refunded by check |
| Grants disbursed during student's enrollment in international program | Sub-Saharan Africa | 11 | 137214 | Applied to student account; credits are refunded by check |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | 1 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 1 | OwnForeignCorp |
| Passive Foreign Invest Co | 1 | PassiveForeignInvestCo |
| Foreign Partnership | 1 | ForeignPartnership |
| Boycott Countries | 1 | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV (5 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| Procedure for Monitoring Grants Outside the U.S.: | Schedule F, Part I, Line 2: Grants 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. | |
| The program services listed in Part I reflect international educational programs in which the University had 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 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 international programs are not separately tracked, and therefore some expenditures per program are not listed in Part I, column (f) of Schedule F. Program-related investments represent student loans disbursed during student's enrollment in international program. | Schedule F, Part I | |
| Expenditures reported in the Form 990, Schedule F, 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 F, Part I, column (f), line 3 | |
| In 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. Twenty-one foreign recipient organizations are universities, colleges, and hospitals. Three are research centers and a research company. | Schedule F, Part II, line 1 and line 3 | |
| Cash 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 dates 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 III |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Solicitation Of Govt Grants | X | SolicitationOfGovtGrants |
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Agreement Ref Fundraising | 1 | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation (9 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | ActivityActivity | Fundraiser Control Of FundsFundraiserControlOfFunds | Gross ReceiptsGrossReceipts | Amount Retained By ContractorAmountRetainedByContractor | Net To OrganizationNetToOrganization | Name Of IndividualNameOfIndividual |
|---|---|---|---|---|---|---|---|---|---|
| RuffaloCODY | |||||||||
| 65 Kirkwood North Rd SW | Cedar Rapids | IA | 52406 | Phone solicitation | 0 | 128313 | 41629 | 86684 | |
| Foley Consulting | |||||||||
| 2405 Essington Rd 98 | Joliet | IL | 60435 | Fundraising Campaign Consultant | 0 | 0 | 84971 | 0 | |
| (no name) | |||||||||
| 2433 Simpson St | Evanston | IL | 60201 | Fundraising Consultant | 0 | 0 | 5400 | 0 | Anne Reusche |
| Campbell and Company | |||||||||
| 1 E Wacker Dr 3350 | Chicago | IL | 60601 | Fundraising Consultant | 0 | 0 | 7000 | 0 | |
| Lipman Hearne | |||||||||
| 200 S Michigan Ave 2600 | Chicago | IL | 60604 | Fundraising Consultant | 0 | 0 | 119640 | 0 | |
| Stelter | |||||||||
| 10435 New York Ave | Des Moines | IA | 50322 | Fundraising Marketing Consultant | 0 | 0 | 7290 | 0 | |
| Syndio Social | |||||||||
| 800 W Huron 301 | Chicago | IL | 60642 | Fundraising Consultant | 0 | 0 | 6000 | 0 | |
| Kelly Anderson & Assoc | |||||||||
| 424 N Washington | Alexandria | VA | 22314 | Services for Grant Application | 0 | 0 | 10140 | 0 | |
| Commonwealth Partners Inc | |||||||||
| 704 E California Blvd | Pasadena | CA | 91106 | Fundraising Consultant | 0 | 0 | 18955 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 128313 | TotalGrossReceipts |
| Total Retained By Contractors | 301025 | TotalRetainedByContractors |
| Total Net To Organization | 86684 | TotalNetToOrganization |
| Licensed States | AZ | LicensedStates |
| Licensed States | AK | LicensedStates |
| Licensed States | AR | LicensedStates |
| Licensed States | CT | LicensedStates |
| Licensed States | GA | LicensedStates |
| Licensed States | IL | LicensedStates |
| Licensed States | KS | LicensedStates |
| Licensed States | NM | LicensedStates |
| Licensed States | NC | LicensedStates |
| Licensed States | ND | LicensedStates |
| Licensed States | PA | LicensedStates |
| Licensed States | RI | LicensedStates |
| Licensed States | TN | LicensedStates |
| Licensed States | TX | LicensedStates |
| Licensed States | UT | LicensedStates |
| Licensed States | WV | LicensedStates |
| Licensed States | WI | LicensedStates |
| Licensed States | AL | LicensedStates |
| Licensed States | CA | LicensedStates |
| Licensed States | FL | LicensedStates |
| Licensed States | HI | LicensedStates |
| Licensed States | KY | LicensedStates |
| Licensed States | MD | LicensedStates |
| Licensed States | ME | LicensedStates |
| Licensed States | MI | LicensedStates |
| Licensed States | MO | LicensedStates |
| Licensed States | MN | LicensedStates |
| Licensed States | NH | LicensedStates |
| Licensed States | MS | LicensedStates |
| Licensed States | NY | LicensedStates |
| Licensed States | OR | LicensedStates |
| Licensed States | OK | LicensedStates |
| Licensed States | OH | LicensedStates |
| Licensed States | SC | LicensedStates |
| Licensed States | WA | LicensedStates |
| Licensed States | VA | LicensedStates |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Dance Marathon | NameOfEvent1 |
| Gross Receipts Event1 | 903282 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 831282 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 72000 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 82813 | RentFacilityCostsEvent1 |
| Other Direct Expenses Event1 | 20094 | OtherDirectExpensesEvent1 |
| Name Of Event2 | Brain Tumor Institute Fundraiser | NameOfEvent2 |
| Gross Receipts Event2 | 402790 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 349670 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 53120 | GrossRevenueEvent2 |
| Rent Facility Costs Event2 | 5879 | RentFacilityCostsEvent2 |
| Food And Beverage Event2 | 58620 | FoodAndBeverageEvent2 |
| Entertainment Event2 | 6000 | EntertainmentEvent2 |
| Other Direct Expenses Event2 | 40379 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 7 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 726365 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 546453 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 179912 | GrossRevenueOtherEvents |
| Rent Facility Costs Other Events | 27089 | RentFacilityCostsOtherEvents |
| Food And Beverage Other Events | 172438 | FoodAndBeverageOtherEvents |
| Entertainment Other Events | 8245 | EntertainmentOtherEvents |
| Other Direct Expenses Other Events | 64248 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 2032437 | GrossReceiptsTotal |
| Charitable Contributions Total | 1727405 | CharitableContributionsTotal |
| Gross Revenue Total Events | 305032 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 115781 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 231058 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 14245 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 124721 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 485805 | DirectExpenseSummaryEvents |
| Net Income Summary | -180773 | NetIncomeSummary |
Form990 Schedule G Part IV Form990ScheduleGPartIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Explanation of Fundraising Payments | Schedule G, Part I, Line 2b, Column (v) | The following professional fundraisers received reimbursements for expenses associated with their services to the University (the amount of expenses reimbursed are reflected): RuffaloCODY ($1,560) in accordance with the agreement with professional fundraiser which permits reimbursement for direct expenses such as mailing and shipping; Foley Consulting ($272) as agreed for travel. |
| State charitable solicitation | Schedule G, Part I, Line 3 | No registration is required in Delaware, Idaho, Indiana, Iowa, Montana, Nebraska, Nevada, South Dakota, Vermont or Wyoming. University has requested confirmation of exemption from New Jersey. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (228 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant | Address Line2AddressUS/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| Evanston Community Foundation Inc | ||||||||
| 1007 Church St Ste 108 | Evanston | IL | 60201 | 363466802 | 501(c)(3) | 108387 | Charitable fundraising conducted by student org & support of charitable community organization | |
| Danny Did Foundation | ||||||||
| PO Box 46576 | Chicago | IL | 60646 | 271642251 | 501(c)(3) | 719905 | Charitable fundraising conducted by student organization | |
| Family Promise Chicago North Shore | ||||||||
| PO Box 484 | Glencoe | IL | 60022 | 270288849 | 501(c)(3) | 7389 | Charitable fundraising conducted by student organization | |
| Shanti Bhavan Children's Project | ||||||||
| 121 Hawkins Pl Pmb 192 | Boonton | NJ | 07005 | 264188445 | 501(c)(3) | 11000 | Charitable fundraising conducted by student organization | |
| Ladder-up (City-Wide Tax Assistance Program) | ||||||||
| 233 S Wacker Drive Suite 9100 | Chicago | IL | 60606 | 364070692 | 501(c)(3) | 23277 | Charitable fundraising conducted by student organization | |
| EGBOK Mission | ||||||||
| 226 N Clinton St Apt 328 | Chicago | IL | 60661 | 271492346 | 501(c)(3) | 29597 | Charitable fundraising conducted by student organization | |
| Youth Job Center of Evanston | ||||||||
| 1114 Church St | Evanston | IL | 60201 | 363252809 | 501(c)(3) | 23377 | Charitable fundraising conducted by student organization | |
| Habitat for Humanity Lake County IL | ||||||||
| 315 N Martin Luther King Jr Ave | Waukegan | IL | 60085 | 363659288 | 501(c)(3) | 8000 | Charitable fundraising conducted by student organization | |
| Chicago's North Shore Convention & Visitor's Bureau | ||||||||
| 8001 Lincoln Avenue | Skokie | IL | 60077 | 364449110 | 501(c)(6) | 25000 | Support of community organization | |
| American Jewish Committee | ||||||||
| Jacob Blaustein Building 165 East | New York | NY | 10022 | 135563393 | 501(c)(3) | 10000 | Support of charitable organization | 56th Street |
| IBIO Institute | ||||||||
| 65 E Wacker Pl Ste 1600 | Chicago | IL | 60601 | 320092551 | 501(c)(3) | 10500 | Support of charitable organization | |
| Holocaust Memorial Foundation of Illinois | ||||||||
| 9603 Woods Drive | Skokie | IL | 60077 | 363156154 | 501(c)(3) | 9000 | Support of charitable organization | |
| Lynn Sage Cancer Research Foundation | ||||||||
| 251 E Huron St | Chicago | IL | 60611 | 363727715 | 501(c)(3) | 8500 | Support of charitable organization | |
| Biotechnology Industry Organization | ||||||||
| 1201 Maryland Ave Sw Ste 900 | Washington | DC | 20024 | 521224577 | 501(c)(6) | 25000 | Convention sponsorship | |
| Natural Resources Defense Council Inc | ||||||||
| 40 West 20th Street | New York | NY | 10011 | 132654926 | 501(c)(3) | 8000 | Support of charitable organization | |
| Chicago Academy of Sciences | ||||||||
| 2430 N Cannon Dr | Chicago | IL | 60614 | 360895575 | 501(c)(3) | 25000 | Support of charitable community organizations | |
| Chicago Botanic Garden(Chicago Horticultural Society) | ||||||||
| 1000 Lake Cook Rd | Glencoe | IL | 60022 | 362225482 | 501(c)(3) | 115000 | Support of charitable community organizations | |
| Lyric Opera of Chicago | ||||||||
| 20 North Wacker Drive Ste 860 | Chicago | IL | 60606 | 366008929 | 501(c)(3) | 22500 | Support of charitable community organizations | |
| The Art Institute of Chicago | ||||||||
| 111 S Michigan Ave | Chicago | IL | 60603 | 362167725 | 501(c)(3) | 10000 | Support of charitable community organizations | |
| Ravinia Festival | ||||||||
| 418 Sheridan Road | Highland Park | IL | 60035 | 366002273 | 501(c)(3) | 12500 | Support of charitable community organizations | |
| United Way of Metropolitan Chicago | ||||||||
| 560 W Lake St | Chicago | IL | 60661 | 360200478 | 501(c)(3) | 15000 | Support of charitable community organizations | |
| Health for Humanity | ||||||||
| 415 Linden Ave Ste B | Wilmette | IL | 60091 | 363820640 | 501(c)(3) | 10000 | Support of charitable community organizations | |
| Millennium Park Inc | ||||||||
| DT 111 S Wacker Drive | Chicago | IL | 60602 | 364244167 | 501(c)(3) | 10000 | Support of charitable community organizations | |
| Field Museum | ||||||||
| 1400 S Lake Shore Drive | Chicago | IL | 60605 | 362167011 | 501(c)(3) | 20000 | Support of charitable community organizations | |
| Northwestern University Settlement House | ||||||||
| 1400 West Augusta Blvd | Chicago | IL | 60642 | 362167818 | 501(c)(3) | 25000 | Support of charitable community organizations | |
| Juvenile Protective Association | ||||||||
| 1707 N Halstead St | Chicago | IL | 60614 | 362167765 | 501(c)(3) | 25000 | Support of charitable community organizations | |
| EVMark | ||||||||
| 1560 Sherman Ave | Evanston | IL | 60201 | 363571291 | 501(c)(6) | 23000 | Support of charitable community organization | |
| Allergy Asthma and Immunology Education and Research | ||||||||
| 555 E Wells St Ste 1100 | Milwaukee | WI | 53202 | 451495723 | 501(c)(3) | 15000 | Support of charitable organization | |
| American Spinal Injury Association | ||||||||
| Shepherd Center 2020 | Atlanta | GA | 30309 | 840660449 | 501(c)(3) | 7500 | Support of charitable organization | |
| Friends of Prentice | ||||||||
| 251 East Huron St Galter Pavilion | Chicago | IL | 60611 | 363930139 | 501(c)(3) | 7500 | Support of charitable community organization | |
| Northwestern Medical Faculty Foundation | ||||||||
| 680 N Lakeshore Dr | Chicago | IL | 60611 | 363097297 | 501(c)(3) | 27794691 | Support of research activities | |
| Access Community Health Network | ||||||||
| 222 N Canal St | Chicago | IL | 60606 | 363317058 | 501(c)(3) | 397441 | Support of research activities | |
| Access DuPage | ||||||||
| 511 Thornhill Dr M | Carol Stream | IL | 60188 | 364448208 | 501(c)(3) | 226925 | Support of research activities | |
| Adler Planetarium & Astronomy Museum | ||||||||
| 1300 S Lake Shore Dr | Chicago | IL | 60605 | 366210902 | 501(c)(3) | 17143 | Support of research activities | |
| Advocate Hope Childrens Hospital | ||||||||
| 4440 W 95th St | Oak Lawn | IL | 60453 | 362169147 | 501(c)(3) | 49726 | Support of research activities | |
| Advocate Lutheran General Hospital | ||||||||
| 1775 W Dempster St | Park Ridge | IL | 60068 | 362169147 | 501(c)(3) | 49726 | Support of research activities | |
| AIDS Arms Inc | ||||||||
| 219 Sunset Ave | Dallas | TX | 75208 | 752306145 | 501(c)(3) | 324877 | Support of research activities | |
| Alliance of Chicago Community Health Service | ||||||||
| 215 W Ohio St 4th Floor | Chicago | IL | 60654 | 364444309 | 501(c)(3) | 418525 | Support of research activities | |
| Ann & Robert H Lurie Children's Hospital of Chicago | ||||||||
| 225 E Chicago Avenue | Chicago | IL | 60611 | 362170833 | 501(c)(3) | 3699962 | Support of research activities | |
| Arizona State University | ||||||||
| PO BOX 876011 | Tempe | AZ | 85287 | 860196696 | 501(c)(3) | 331599 | Support of research activities | |
| Arkansas Children's Hospital Research | ||||||||
| One Childrens Way | Little Rock | AR | 77202 | 710568795 | 501(c)(3) | 158309 | Support of research activities | |
| Arkansas Site Management Services | ||||||||
| 7 Shakelford West Blvd | Little Rock | AR | 72211 | 460743932 | 8000 | Support of research activities | ||
| Aurasense Therapuetics LLC | ||||||||
| 1801 Maple Ave Ste 4301 | Evanston | IL | 60201 | 452638444 | 81114 | Support of research activities | ||
| Banner Alzheimer's Institute | ||||||||
| 901 E Wiletta Street | Phoenix | AZ | 85006 | 204862361 | 501(c)(3) | 8692 | Support of research activities | |
| Baptist Hospital of Miami | ||||||||
| 8900 N Kendall Drive | Miami | FL | 33176 | 590910342 | 501(c)(3) | 14245 | Support of research activities | |
| Battelle Memorial Institute | ||||||||
| 505 King Ave | Columbus | OH | 43201 | 314379427 | 501(c)(3) | 25000 | Support of research activities | |
| Baylor College of Medicine | ||||||||
| 1 Baylor Plaza | Houston | TX | 77030 | 741613878 | 501(c)(3) | 13391 | Support of research activities | |
| Beth Israel Deaconess Center | ||||||||
| 330 Brookline Ave | Boston | MA | 02115 | 042103881 | 501(c)(3) | 9655 | Support of research activities | |
| Beth Israel Medical Center | ||||||||
| First Ave at 16th St | New York | NY | 10003 | 135564934 | 501(c)(3) | 29008 | Support of research activities | |
| Black United Fund of Illinois Inc | ||||||||
| 1809 E 71st Street | Chicago | IL | 60649 | 363397908 | 501(c)(3) | 13125 | Support of research activities | |
| Board of Education City of Chicago | ||||||||
| 125 S Clark Street | Chicago | IL | 60603 | 366005821 | 115 | 762801 | Support of research activities | |
| Boston University | ||||||||
| One Silber Way | Boston | MA | 02215 | 042103547 | 501(c)(3) | 116041 | Support of research activities | |
| Boys & Girls Clubs of Chicago | ||||||||
| 550 W Van Buren Street Suite 350 | Chicago | IL | 60607 | 362166997 | 501(c)(3) | 31478 | Support of research activities | |
| Brookings Institution | ||||||||
| 1775 Massachusetts Ave NW | Washington | DC | 20036 | 530196577 | 501(c)(3) | 58968 | Support of research activities | |
| Brown University | ||||||||
| 45 Prospect Street | Providence | RI | 02912 | 050258809 | 501(c)(3) | 73814 | Support of research activities | |
| BUILD | ||||||||
| 5100 W Harrison | Chicago | IL | 60644 | 237022085 | 501(c)(3) | 25000 | Support of research activities | |
| California Institute of Technology | ||||||||
| 1200 East California Blvd | Pasadena | CA | 91125 | 951643307 | 501(c)(3) | 345149 | Support of research activities | |
| Campbell-Kibler Associates Inc | ||||||||
| 80 Lakeside Dr | Groton | MA | 01450 | 043297519 | 65787 | Support of research activities | ||
| Cancer Help Institute Ltd | ||||||||
| 1000 Skokie Blvd Ste 100 | Wilmette | IL | 60091 | 363801000 | 65954 | Support of research activities | ||
| Capital Health System Foundation | ||||||||
| 750 Brunswick Avenue | Trenton | NJ | 08638 | 222230681 | 501(c)(3) | 8090 | Support of research activities | |
| Case Western Reserve University | ||||||||
| 10900 Euclid Ave | Cleveland | OH | 44106 | 341018992 | 501(c)(3) | 267364 | Support of research activities | |
| Centerstone Research Institute | ||||||||
| 565 S Park Ridge Rd 103 | Bloomington | IN | 47401 | 262505456 | 501(c)(3) | 22825 | Support of research activities | |
| Chaddock | ||||||||
| 205 S 24th St | QUINCY | IL | 62301 | 370661191 | 46460 | Support of research activities | ||
| Chicago Association for Research and Education in Science | ||||||||
| Building One Rm C347 5000 S 5th Ave | Hines | IL | 60141 | 363334177 | 501(c)(3) | 29416 | Support of research activities | Ave |
| Chicago Women's Health Center | ||||||||
| 3435 N Sheffield Ave | Chicago | IL | 60657 | 362922469 | 501(c)(3) | 25000 | Support of research activities | |
| Children's Hospital Los Angeles | ||||||||
| 4650 Sunset Blvd MS 130 | Los Angeles | CA | 90027 | 951690977 | 501(c)(3) | 18050 | Support of research activities | |
| Cincinnati Children's Hospital Medical Center | ||||||||
| 3333 Burnet Ave | Cincinnati | OH | 45229 | 310833936 | 501(c)(3) | 64567 | Support of research activities | |
| City Colleges of Chicago | ||||||||
| 226 W Jackson Blvd | Chicago | IL | 60606 | 362606236 | 22437 | Support of research activities | ||
| Cleveland Clinic | ||||||||
| 9500 Euclid Ave | Cleveland | OH | 44195 | 912153073 | 501(c)(3) | 50647 | Support of research activities | |
| College of American Pathologists | ||||||||
| 325 Waukegan Rd | Northfield | IL | 60039 | 362118323 | 501(c)(3) | 33624 | Support of research activities | |
| Colorado State University | ||||||||
| 203 Administration Building | Fort Collins | CO | 80523 | 846000546 | 115 | 13407 | Support of research activities | |
| Columbia University | ||||||||
| 615 W 131st Street | New York | NY | 10027 | 131624202 | 501(c)(3) | 297757 | Support of research activities | |
| Community Action Project of Tulsa County | ||||||||
| 4606 S Garnett Ste 100 | Tulsa | OK | 74146 | 731019247 | 26878 | Support of research activities | ||
| Consulting Radiologists Ltd | ||||||||
| 1221 Nicollet Mall Ste 600 | Minneapolis | MN | 55403 | 410974675 | 10450 | Support of research activities | ||
| Cornell University | ||||||||
| 222 Day Hall | Ithaca | NY | 14853 | 150532082 | 501(c)(3) | 420599 | Support of research activities | |
| Dana-Farber Cancer Institute | ||||||||
| 44 Binney St | Boston | MA | 02115 | 042263040 | 501(c)(3) | 115506 | Support of research activities | |
| David Ostrow & Associates | ||||||||
| 5455 N Sheridan Road Suite 2503 | Chicago | IL | 60640 | 205241516 | 56980 | Support of research activities | ||
| Delve LLC | ||||||||
| 11971 Westline Industrial Dr 200 | St Louis | MO | 63146 | 200684635 | 613847 | Support of research activities | ||
| DePaul University | ||||||||
| 1 E Jackson | Chicago | IL | 60604 | 362167048 | 501(c)(3) | 12773 | Support of research activities | |
| Development Alternatives Inc | ||||||||
| 7600 Wisconsin Blvd Ste 200 | Bethesda | MD | 20814 | 520904808 | 122186 | Support of research activities | ||
| Duke University | ||||||||
| Chapel Dr | Durham | NC | 27705 | 560532129 | 501(c)(3) | 373910 | Support of research activities | |
| East Carolina University | ||||||||
| 2200 Charles Blvd Rm 2906 | Greenville | NC | 27858 | 566000403 | 115 | 26300 | Support of research activities | |
| Edward Hospital | ||||||||
| 801 S Washington Street | Naperville | IL | 60540 | 363297173 | 501(c)(3) | 17305 | Support of research activities | |
| Emory University | ||||||||
| 201 Dowman Dr | Atlanta | GA | 30322 | 580566256 | 501(c)(3) | 215041 | Support of research activities | |
| Erie Family Health Center Inc | ||||||||
| 1701 W Superior ST | Chicago | IL | 60622 | 363088628 | 501(c)(3) | 1464226 | Support of research activities | |
| Executive Frameworks Ltd | ||||||||
| 2705 W Agatitie Ave 1 | Chicago | IL | 60625 | 371450886 | 19438 | Support of research activities | ||
| Florida International University | ||||||||
| 11200 SW 8th Street | Miami | FL | 33174 | 650177616 | 21195 | Support of research activities | ||
| Georgia State University Research Foundation Inc | ||||||||
| 30 Courtland St NE Ste 217 | Atlanta | GA | 30303 | 581845423 | 501(c)(3) | 54058 | Support of research activities | |
| Georgia Tech Research Corporation | ||||||||
| 505 Tenth St | Atlanta | GA | 30332 | 580603146 | 501(c)(3) | 22296 | Support of research activities | |
| GFK Custom Research North America | ||||||||
| 420 Lower Wabash Ave | Chicago | IL | 60611 | 362948619 | 222383 | Support of research activities | ||
| H Lee Moffit Cancer Center & Research Institute | ||||||||
| 12902 Magnolia Ave | Tampa | FL | 33612 | 592451713 | 501(c)(3) | 48506 | Support of research activities | |
| Harvard University | ||||||||
| Massachusetts Hall | Cambridge | MA | 02138 | 042103580 | 501(c)(3) | 1072526 | Support of research activities | |
| Health Research Incorporated Roswell Park Cancer Institute Division | ||||||||
| Elm Carlton Sts | Buffalo | NY | 14263 | 141402155 | 501(c)(3) | 763103 | Support of research activities | |
| Heartland Health Outreach | ||||||||
| 2200 W Touhy Avenue | Chicago | IL | 60645 | 363775696 | 501(c)(3) | 42784 | Support of research activities | |
| Hektoen Institute for Medical Research | ||||||||
| 2240 W Ogden Ave | Chicago | IL | 60612 | 362244897 | 501(c)(3) | 711078 | Support of research activities | |
| Horizon Research Inc | ||||||||
| 326 Cloister Ct | Chapel Hill | NC | 27514 | 561550276 | 50949 | Support of research activities | ||
| Indiana University | ||||||||
| 107 S Indiana Ave | Bloomington | IN | 47405 | 356001673 | 115 | 310029 | Support of research activities | |
| Inquire Learning LLC | ||||||||
| 2625 Weston Rd | Weston | FL | 33331 | 260733745 | 68808 | Support of research activities | ||
| Inspiration Corporation | ||||||||
| 4554 N Broadway St | Chicago | IL | 60640 | 363673980 | 501(c)(3) | 25000 | Support of research activities | |
| J Craig Venter Institute | ||||||||
| 9704 Medical Center Drive | Rockville | MD | 20850 | 521842938 | 501(c)(3) | 475439 | Support of research activities | |
| Jasculca Terman and Associates Inc | ||||||||
| 730 N Franklin Street Suite 510 | Chicago | IL | 60654 | 363136983 | 47524 | Support of research activities | ||
| Johns Hopkins University | ||||||||
| 1101 E 33rd St | Baltimore | MD | 21218 | 520595110 | 501(c)(3) | 230916 | Support of research activities | |
| Justice Resource Institute Inc | ||||||||
| 545 Boylston St Ste 700 | Boston | MA | 02116 | 042526357 | 501(c)(3) | 50924 | Support of research activities | |
| Kaiser Foundation Research Institute | ||||||||
| 3800 N Interstate Ave | Portland | OR | 97227 | 941105628 | 501(c)(3) | 313011 | Support of research activities | |
| Kidz Express NFP | ||||||||
| 342 S Laramie Ave | Chicago | IL | 60644 | 200942452 | 501(c)(3) | 15000 | Support of research activities | |
| La Rabida Children's Hospital | ||||||||
| 6501 South Promontory Dr | Chicago | IL | 60649 | 362170143 | 501(c)(3) | 13275 | Support of research activities | |
| Lahey Clinic Foundation Inc | ||||||||
| 41 Mall Rd | Burlington | MA | 01805 | 042704683 | 501(c)(3) | 79651 | Support of research activities | |
| Louisiana State University | ||||||||
| 3848 W Lakeshore Dr | Baton Rouge | LA | 70808 | 726087770 | 115 | 186612 | Support of research activities | |
| Loyola University Chicago | ||||||||
| 1032 W Sheridan Rd | Chicago | IL | 60660 | 361408475 | 501(c)(3) | 75192 | Support of research activities | |
| Magee Women's Research Institute and Foundation | ||||||||
| 3339 Ward St | Pittsburgh | PA | 15132 | 251462312 | 501(c)(3) | 129402 | Support of research activities | |
| Massachusetts General Hospital | ||||||||
| 55 Fruit St | Boston | MA | 02114 | 041564655 | 501(c)(3) | 236430 | Support of research activities | |
| Massachusetts Institute of Technology | ||||||||
| 77 Massachusetts Ave | Cambridge | MA | 02142 | 042103594 | 501(c)(3) | 146102 | Support of research activities | |
| Materials & Electrochemical Research Corporation | ||||||||
| 7960 South Kolb Road | Tucson | AZ | 85706 | 860530946 | 46563 | Support of research activities | ||
| Mayo Clinic Arizona | ||||||||
| 13400 East Shea Blvd | Scottsdale | AZ | 85259 | 860800150 | 501(c)(3) | 181986 | Support of research activities | |
| Mayo Clinic Florida | ||||||||
| 4500 San Pablo Rd | Jacksonville | FL | 32224 | 593337028 | 501(c)(3) | 7150 | Support of research activities | |
| McGaw YMCA | ||||||||
| 1420 Maple Ave | Evanston | IL | 60201 | 362169194 | 501(c)(3) | 28236 | Support of research activities and charitable community organization | |
| McGuckin Methods International INC MMI | ||||||||
| 115 East Athens Ave | Ardmore | PA | 19003 | 232642918 | 55000 | Support of research activities | ||
| Medical College of Wisconsin | ||||||||
| 8701 Watertown Plank Rd | Milwaukee | WI | 53226 | 390806261 | 501(c)(3) | 40166 | Support of research activities | |
| Medical University of South Carolina | ||||||||
| 179 Ashley Ave | Charleston | SC | 29425 | 576000722 | 115 | 9216 | Support of research activities | |
| Memorial Sloan-Kettering Cancer Center | ||||||||
| 1275 York Avenue | New York | NY | 10065 | 131624182 | 501(c)(3) | 463286 | Support of research activities | |
| Mental Health Cooperative Inc | ||||||||
| 275 Cumberland Bend | Nashville | TN | 37228 | 582018687 | 501(c)(3) | 11292 | Support of research activities | |
| Methodist Hospital Research Institute | ||||||||
| 6670 Bertner St | Houston | TX | 77030 | 870721923 | 501(c)(3) | 38610 | Support of research activities | |
| Metropolitan Asian Family Services Inc | ||||||||
| 7541 N Western Avenue | Chicago | IL | 60645 | 363925432 | 501(c)(3) | 30500 | Support of research activities | |
| Michigan State University | ||||||||
| 113 Angell Bldg | East Lansing | MI | 48824 | 386005984 | 115 | 238043 | Support of research activities | |
| Missouri University of Science & Technology | ||||||||
| 300 W 12th St 202 Centennial Hall | Rolla | MO | 65401 | 436003859 | 115 | 56293 | Support of research activities | |
| Montana State University | ||||||||
| 309 Montana Hall | Bozeman | MT | 59717 | 816010045 | 115 | 39167 | Support of research activities | |
| Mount Sinai Hospital | ||||||||
| One Gustave L Levy Pl | New York | NY | 10029 | 131624096 | 501(c)(3) | 40378 | Support of research activities | |
| Mount Sinai School of Medicine | ||||||||
| One Gustave L Levy Pl | New York | NY | 10029 | 136171197 | 501(c)(3) | 47994 | Support of research activities | |
| MRIGlobal | ||||||||
| 425 Volker Boulevard | Kansas City | MO | 64110 | 440545878 | 501(c)(3) | 9865 | Support of research activities | |
| Multicare Health Systems | ||||||||
| 315 Martin Luther King Jr Way | Tacoma | WA | 98405 | 911352172 | 501(c)(3) | 7880 | Support of research activities | |
| National Kidney Foundation of Illinois | ||||||||
| 215 W Illinois St Ste 1C | Chicago | IL | 60654 | 366009226 | 501(c)(3) | 47433 | Support of research activities | |
| National Opinion Research Center | ||||||||
| 1155 E 60th Street | CHicago | IL | 60637 | 362167808 | 501(c)(3) | 68503 | Support of research activities | |
| Nationwide Children's Hospital | ||||||||
| 700 Childrens Dr | Columbus | OH | 43201 | 311036372 | 501(c)(3) | 28054 | Support of research activities | |
| Near North Health Service Corporation | ||||||||
| 1276 N Clybourn Ave | Chicago | IL | 60610 | 363197647 | 501(c)(3) | 61026 | Support of research activities | |
| New York University | ||||||||
| 70 Washington Square South | New York | NY | 10012 | 135562308 | 501(c)(3) | 320959 | Support of research activities | |
| North Country Healthcare Inc | ||||||||
| 2920 N Fourth St | Flagstaff | AZ | 86004 | 860663432 | 501(c)(3) | 71312 | Support of research activities | |
| Northeastern Illinois University | ||||||||
| 5500 North St Louis Ave | Chicago | IL | 60625 | 366009515 | 115 | 32182 | Support of research activities | |
| NorthShore University HealthSystem Research Institute | ||||||||
| 2650 Ridge Ave | Evanston | IL | 60201 | 364191793 | 501(c)(3) | 1133863 | Support of research activities | |
| Northwestern Memorial Hospital | ||||||||
| 251 E Huron St | Chicago | IL | 60611 | 370960170 | 501(c)(3) | 2115719 | Support of research activities | |
| Northwestern Specialists in Plastic Surgery SC | ||||||||
| 676 N St Clair St Ste 1525A | Chicago | IL | 60611 | 270491346 | 121981 | Support of research activities | ||
| Norwegian American Hospital | ||||||||
| 1044 North Francisco Avenue | Chicago | IL | 60622 | 361564290 | 501(c)(3) | 17760 | Support of research activities | |
| NOVA Scripts Central Inc | ||||||||
| 6400 Arlington Blvd | Falls Church | VA | 22042 | 651275162 | 501(c)(3) | 74422 | Support of research activities | |
| Ohio State University | ||||||||
| 154 W 12th Ave | Columbus | OH | 43210 | 316025986 | 115 | 14632 | Support of research activities | |
| OhioHealth Research Institute | ||||||||
| 3545 Olentangy River Road Suite 408 | Columbus | OH | 43214 | 316059784 | 43049 | Support of research activities | 408 | |
| Oklahoma State University | ||||||||
| 113 Student Union | Stillwater | OK | 74078 | 736017987 | 115 | 102651 | Support of research activities | |
| Optimum Therapeutics LLC | ||||||||
| 9363 Towne Center Drive | San Diego | CA | 92121 | 061595427 | 10840 | Support of research activities | ||
| Oregon Health & Science University | ||||||||
| 3181 Southwest Sam Jackson Park Rd | Portland | OR | 97239 | 931176109 | 115 | 31127 | Support of research activities | |
| Pennsylvania State University | ||||||||
| 308 Old Main | University Park | PA | 16802 | 246000376 | 115 | 485252 | Support of research activities | |
| Princeton University | ||||||||
| Office of Administration | Princeton | NJ | 08544 | 210634501 | 501(c)(3) | 49609 | Support of research activities | |
| PTV America Inc | ||||||||
| 9755 W Barnes Road Suite 550 | Portland | OR | 97225 | 931298868 | 30232 | Support of research activities | ||
| Quest Clinical Research | ||||||||
| 2300 Sutter St Ste 202 | San Francisco | CA | 94115 | 943307206 | 14010 | Support of research activities | ||
| Raytheon BBN Technologies | ||||||||
| 10 Moulton Atreet | Cambridge | MA | 02138 | 412126829 | 66000 | Support of research activities | ||
| Rehabilitation Institute Research Corporation | ||||||||
| 345 E Superior St | Chicago | IL | 60611 | 363728711 | 501(c)(3) | 474384 | Support of research activities and support of charitable community organization | |
| Research Foundation of the City University of New York | ||||||||
| 230 West 41st Street 7th Floor | New York | NY | 10036 | 131988190 | 501(c)(3) | 143524 | Support of research activities | |
| Research Foundation SUNY | ||||||||
| 35 State Street | Albany | NY | 12207 | 141368361 | 501(c)(3) | 38667 | Support of research activities | |
| Research Triangle Institute | ||||||||
| 12 Davis Dr | Research Triangle Park | NC | 27709 | 560686338 | 501(c)(3) | 17380 | Support of research activities | |
| Rhode Island Hospital | ||||||||
| 593 Eddy St | Providence | RI | 02903 | 050258954 | 501(c)(3) | 6505 | Support of research activities | |
| Rice University | ||||||||
| 6100 Main St | Houston | TX | 77005 | 741109620 | 501(c)(3) | 14280 | Support of research activities | |
| Rockefeller University | ||||||||
| 1230 York Avenue | New York | NY | 10065 | 131624158 | 501(c)(3) | 358381 | Support of research activities | |
| Rush University Medical Center | ||||||||
| 1653 W Congress Parkway | Chicago | IL | 60612 | 362174823 | 501(c)(3) | 1397867 | Support of research activities | |
| Sage Bionetworks | ||||||||
| 1100 Fairview Ave North MI-C108 | Seattle | WA | 98109 | 264489946 | 501(c)(3) | 18219 | Support of research activities | |
| Salk Institute | ||||||||
| 10010 North Torrey Pines Road | La Jolla | CA | 92037 | 952160097 | 501(c)(3) | 83172 | Support of research activities | |
| Sanford-Burnham Medical Research Institute | ||||||||
| 10901 North Torrey Pines Rd | La Jolla | CA | 92037 | 510197108 | 501(c)(3) | 308974 | Support of research activities | |
| Scripps Health | ||||||||
| 4275 Campus Point Ct | San Diego | CA | 92121 | 951684089 | 501(c)(3) | 30488 | Support of research activities | |
| Scripps Research Institute | ||||||||
| 10550 North Torrey Pines Road | La Jolla | CA | 92037 | 330435954 | 501(c)(3) | 725222 | Support of research activities | |
| Society for Research on Educational Effectiveness | ||||||||
| 2040 Sheridan Rd | Evanston | IL | 60208 | 264739791 | 501(c)(3) | 451058 | Support of research activities | |
| Society of Hospital Medicine | ||||||||
| 1500 Spring Garden Ste 501 | Philadelphia | PA | 19130 | 233057353 | 501(c)(3) | 376500 | Support of research activities | |
| South Carolina Research Foundation | ||||||||
| 901 Sumter St Byrnes Bldg Ste 511 | Columbia | SC | 29208 | 570967350 | 501(c)(3) | 37237 | Support of research activities | |
| SRI International | ||||||||
| 201 Washington Rd | Princeton | NJ | 08540 | 941160950 | 501(c)(3) | 124575 | Support of research activities | |
| St Joseph's Hospital and Medical Center | ||||||||
| 350 W Thomas Road | Phoenix | AZ | 85013 | 721561134 | 6012 | Support of research activities | ||
| Stanford University | ||||||||
| 295 Galvez St | Stanford | CA | 94305 | 941156365 | 501(c)(3) | 756651 | Support of research activities | |
| Teachers College | ||||||||
| 525 W 120th St | New York | NY | 10027 | 131624202 | 501(c)(3) | 33758 | Support of research activities | |
| Texas A&M Research Foundation | ||||||||
| 400 Harvey Mitchell Pkwy South Ste | College Station | TX | 77845 | 741238434 | 501(c)(3) | 19926 | Support of research activities | 300 |
| The Henry M Jackson Foundation for Advancement of Military Medicine Inc | ||||||||
| 6720-A Rockledge Dr | Bethesda | MD | 20817 | 521317896 | 501(c)(3) | 186402 | Support of research activities | |
| Thomas Jefferson University | ||||||||
| 1020 Walnut St | Philadelphia | PA | 19107 | 231352651 | 501(c)(3) | 10450 | Support of research activities | |
| Tufts University | ||||||||
| Tufts University | Medford | MA | 02155 | 042103634 | 501(c)(3) | 72217 | Support of research activities | |
| Tulane Educational Fund | ||||||||
| 6823 St Charles Ave | New Orleans | LA | 70118 | 720423889 | 501(c)(3) | 382415 | Support of research activities | |
| United BioSource Corporation | ||||||||
| 7501 Wisconsin Ave Ste 705 | Bethesda | MD | 20814 | 541759539 | 76119 | Support of research activities | ||
| University of Alabama at Birmingham | ||||||||
| 1530 3rd Ave South | Birmingham | AL | 35294 | 636005396 | 115 | 96775 | Support of research activities | |
| University of Arizona | ||||||||
| 617 N Santa Rita Ave | Tucson | AZ | 85721 | 742652689 | 115 | 35968 | Support of research activities | |
| University of California Berkeley | ||||||||
| 200 California Hall | Berkeley | CA | 94720 | 946002123 | 115 | 98979 | Support of research activities | |
| University of California Davis | ||||||||
| One Shields Ave | Davis | CA | 95616 | 946036494 | 115 | 621619 | Support of research activities | |
| University of California Irvine | ||||||||
| Office of Administration | Irvine | CA | 92697 | 952226406 | 115 | 83630 | Support of research activities | |
| University of California Los Angeles | ||||||||
| Hillgard Ave | Los Angeles | CA | 90095 | 956006143 | 115 | 606456 | Support of research activities | |
| University of California San Francisco | ||||||||
| 505 Parnassus Ave | San Francisco | CA | 94143 | 566001393 | 115 | 238795 | Support of research activities | |
| University of Chicago | ||||||||
| 5801 S Ellis Ave | Chicago | IL | 60637 | 362177139 | 501(c)(3) | 5232580 | Support of research activities | |
| University of Colorado at Boulder | ||||||||
| 914 Broadway St | Boulder | CO | 80302 | 846000555 | 115 | 90552 | Support of research activities | |
| University of Connecticut | ||||||||
| 438 Whitney Rd | Storrs | CT | 06269 | 060772160 | 115 | 230353 | Support of research activities | |
| University of Connecticut Health Center | ||||||||
| 263 Farmington Ave | Farmington | CT | 06030 | 521725543 | 115 | 32538 | Support of research activities | |
| University of Florida | ||||||||
| 201 Criser Hall | Gainesville | FL | 32611 | 596002052 | 115 | 16510 | Support of research activities | |
| University of Houston | ||||||||
| 316 E Cullen Building | Houston | TX | 77204 | 746001399 | 115 | 30800 | Support of research activities | |
| University of Illinois | ||||||||
| 801 S Morgan St | Chicago | IL | 60607 | 376000511 | 115 | 2359628 | Support of research activities | |
| University of Iowa | ||||||||
| 100 Mossman Business Services | Iowa City | IA | 52245 | 426004813 | 115 | 24814 | Support of research activities | Building |
| University of Kentucky | ||||||||
| 100 Funkhouser Bldg | Lexington | KY | 40506 | 616001218 | 115 | 38513 | Support of research activities | |
| University of Maryland | ||||||||
| 2108 Mitchell Bldg | College Park | MD | 20742 | 526002033 | 115 | 20532 | Support of research activities | |
| University of Massachusetts | ||||||||
| Office of Administration | Amherst | MA | 01003 | 043167352 | 115 | 88713 | Support of research activities | |
| University of Miami | ||||||||
| 1252 Memorial Drive | Coral Gables | FL | 33146 | 590624458 | 501(c)(3) | 43989 | Support of research activities | |
| University of Michigan | ||||||||
| 515 E Jefferson | Ann Arbor | MI | 48109 | 386000134 | 115 | 999349 | Support of research activities | |
| University of Minnesota | ||||||||
| 101 Pleasant St | Minneapolis | MN | 55455 | 416007513 | 115 | 450192 | Support of research activities | |
| University of Nebraska Lincoln | ||||||||
| 1400 R St | Lincoln | NE | 68588 | 470049123 | 115 | 725025 | Support of research activities | |
| University of Nevada Reno | ||||||||
| 1664 N Virginia St | Reno | NV | 89557 | 886000024 | 11616 | Support of research activities | ||
| University of North Carolina at Chappel Hill | ||||||||
| 9201 University City Blvd | Charlotte | NC | 28223 | 566001393 | 115 | 404234 | Support of research activities | |
| University of Oklahoma | ||||||||
| 660 Parrington Oval | Norman | OK | 73019 | 736017987 | 115 | 275641 | Support of research activities | |
| University of Pennsylvania | ||||||||
| 3451 Walnut Street | Philadelphia | PA | 19104 | 231352685 | 501(c)(3) | 457901 | Support of research activities | |
| University of Pittsburgh | ||||||||
| 4227 Fifth Ave | Pittsburgh | PA | 15260 | 250965591 | 501(c)(3) | 755829 | Support of research activities | |
| University of Rochester | ||||||||
| Office of Administration | Rochester | NY | 14627 | 160743209 | 501(c)(3) | 42515 | Support of research activities | |
| University of Southern California | ||||||||
| 1540 Alcazar St | Los Angeles | CA | 90089 | 951642394 | 501(c)(3) | 376432 | Support of research activities | |
| University of Tennessee | ||||||||
| 527 Andy Holt Tower | Knoxville | TN | 37996 | 626001636 | 115 | 225672 | Support of research activities | |
| University of Texas at Austin | ||||||||
| 2100 San Jacinto Blvd | Austin | TX | 78712 | 746000203 | 115 | 204387 | Support of research activities | |
| University of Texas at San Antonio | ||||||||
| One UTSA Circle | San Antonio | TX | 78249 | 741717115 | 115 | 337083 | Support of research activities | |
| University of Texas M D Anderson Cancer Center | ||||||||
| 1515 Holcombe Blvd | Houston | TX | 77030 | 760273984 | 115 | 33830 | Support of research activities | |
| University of Texas Southwestern Med Ctr at Dallas | ||||||||
| 5323 Harry Hines Blvd | Dallas | TX | 75390 | 756002868 | 115 | 140863 | Support of research activities | |
| University of Texas Arlington | ||||||||
| 701 S Nedderman Drive | Arlington | TX | 76019 | 756000121 | 115 | 32194 | Support of research activities | |
| University of Utah | ||||||||
| 201 S 1460 E | Salt Lake City | UT | 84112 | 876000525 | 115 | 145348 | Support of research activities | |
| University of Virginia | ||||||||
| 1 College Park | Wise | VA | 24293 | 546001796 | 115 | 702378 | Support of research activities | |
| University of Washington | ||||||||
| 1410 NE Campus Parkway | Seattle | WA | 98195 | 916001537 | 115 | 631561 | Support of research activities | |
| University of Wisconsin | ||||||||
| 716 Langdon St | Madison | WI | 53706 | 391805963 | 115 | 1145713 | Support of research activities | |
| Vanderbilt University | ||||||||
| Office of Administration | Nashville | TN | 37240 | 620476822 | 501(c)(3) | 346691 | Support of research activities | |
| Virginia Commonwealth University | ||||||||
| PO BOX 843035 | Richmond | VA | 23284 | 540757884 | 115 | 90543 | Support of research activities | |
| Wake Forest University | ||||||||
| School of Medicine Medical Center | WinstonSalem | NC | 27157 | 560532138 | 501(c)(3) | 24092 | Support of research activities | Blvd |
| Washington University in St Louis | ||||||||
| One Brookings Dr | St Louis | MO | 63130 | 430653611 | 501(c)(3) | 356254 | Support of research activities | |
| Winthrop-University Hospital | ||||||||
| 259 First St | Mineola | NY | 11501 | 111633486 | 501(c)(3) | 10275 | Support of research activities | |
| Wright State University | ||||||||
| 3640 Colonel Glenn Hwy | Dayton | OH | 45435 | 310732831 | 115 | 76621 | Support of research activities | |
| Yale University | ||||||||
| 140 Prospect St | New Haven | CT | 06511 | 060646973 | 501(c)(3) | 343648 | Support of research activities | |
| YMCA of Greater Indianapolis | ||||||||
| 615 N Alabama St Ste 200 | Indianapolis | IN | 46204 | 350868211 | 501(c)(3) | 5525 | Support of research activities | |
| YMCA of Metropolitan Chicago | ||||||||
| 824 N Hamlin | Chicago | IL | 60651 | 362179782 | 501(c)(3) | 14264 | Support of research activities | |
| YMCA of the USA | ||||||||
| 101 N Wacker Drive Suite 1600 | Chicago | IL | 60606 | 363258696 | 501(c)(3) | 37952 | Support of research activities | |
| Youth Guidance | ||||||||
| 1 N LaSalle St Suite 900 | Chicago | IL | 60602 | 362167032 | 501(c)(3) | 10000 | Support of research activities | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 198 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 30 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII (2 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|
| Student grants, scholarships, stipends, and fellowships are financial aid that can be used towards any type of educational related costs. | 11608 | 265281198 |
| Prizes and awards reflect prizes and awards to non-employees in recognition of an accomplishment, activity, or event. | 282 | 620348 |
Form990 Schedule I Part IV Form990ScheduleIPartIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Procedure for Monitoring Grants in the U.S.: | Part I, Line 2: | Schedule I, Part I, Line 2: Grants given to support of charitable community organizations. Such grants are extended only for charitable purposes to organizations that are exempt under Code Section 501(c)(3). After qualifications for the grant are met and the grant is disbursed to the charitable organization there is no subsequent monitoring by the University. Grants or other assistance are awarded to organizations or entities in the U.S. pursuant to the University policies and procedures for all grant subawards. Such subawards are monitored through the University's Office for Sponsored Research (OSR) and the University's Office of Accounting Services for Research and Sponsored Programs (ASRSP). All subaward documentation including purchase orders, related charges and invoices are reviewed and monitored by ASRSP and confirmed with the principal investigator. The principal investigator must certify that the subaward costs are in accordance with 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 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 J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | X | FirstClassOrCharterTravel |
| Travel For Companions | X | TravelForCompanions |
| Idemnification Gross Up Payments | X | IdemnificationGrossUpPayments |
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Club Dues Or Fees | X | ClubDuesOrFees |
| Personal Services | X | PersonalServices |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 1 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 1 | AnyNonFixedPayments |
| Initial Contract Exception | 1 | InitialContractException |
| Rebuttable Presumption Procedure | 1 | RebuttablePresumptionProcedure |
Form990 Schedule J Part II Form990ScheduleJPartII (22 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Morton O Schapiro | ||||||||||||||
| President | 829616 | 0 | 50000 | 0 | 60411 | 0 | 208333 | 0 | 183886 | 0 | 1332246 | 0 | 0 | 0 |
| Daniel I Linzer | ||||||||||||||
| Provost | 529929 | 0 | 25000 | 0 | 18040 | 0 | 175000 | 0 | 21437 | 0 | 769406 | 0 | 0 | 0 |
| Eugene S Sunshine | ||||||||||||||
| Senior VP for Business | 699235 | 0 | 0 | 0 | 83417 | 0 | 51667 | 0 | 15213 | 0 | 849532 | 0 | 0 | 0 |
| Thomas G Cline | ||||||||||||||
| VP and General Counsel | 439795 | 0 | 0 | 0 | 18432 | 0 | 51667 | 0 | 40045 | 0 | 549939 | 0 | 0 | 0 |
| Alan K Cubbage | ||||||||||||||
| VP University Relations | 243249 | 0 | 0 | 0 | 7984 | 0 | 24333 | 0 | 1083 | 0 | 276649 | 0 | 0 | 0 |
| Marilyn McCoy | ||||||||||||||
| VP for Administration | 251430 | 0 | 25000 | 0 | 18356 | 0 | 25000 | 0 | 18671 | 0 | 338457 | 0 | 0 | 0 |
| William H McLean | ||||||||||||||
| VP and Chief Investment Of | 670497 | 0 | 1031892 | 0 | 190476 | 0 | 934563 | 0 | 44743 | 0 | 2872171 | 0 | 0 | 0 |
| Robert E McQuinn | ||||||||||||||
| VP for Development | 402966 | 0 | 0 | 0 | 25469 | 0 | 31667 | 0 | 21877 | 0 | 481979 | 0 | 0 | 0 |
| Eric G Neilson | ||||||||||||||
| VP Medical School | 561458 | 345407 | 0 | 200000 | 9504 | 18822 | 16250 | 30000 | 6569 | 16473 | 593781 | 610702 | 0 | 0 |
| Sean Reynolds | ||||||||||||||
| VP Information Technology | 363432 | 0 | 0 | 0 | 26318 | 0 | 25000 | 0 | 5753 | 0 | 420503 | 0 | 0 | 0 |
| Patricia Telles-Irvin | ||||||||||||||
| VP Student Affairs | 310729 | 0 | 0 | 0 | 37370 | 0 | 25000 | 0 | 16877 | 0 | 389976 | 0 | 0 | 0 |
| Joseph T Walsh Jr | ||||||||||||||
| VP for Research | 303681 | 0 | 0 | 0 | 5112 | 0 | 25000 | 0 | 51619 | 0 | 385412 | 0 | 0 | 0 |
| James J Phillips | ||||||||||||||
| VP Athletics | 527609 | 0 | 103750 | 0 | 198041 | 0 | 85000 | 0 | 16485 | 0 | 930885 | 0 | 0 | 0 |
| Ronald Nayler | ||||||||||||||
| Assoc.VP Facilities Mgmnt | 309792 | 0 | 5000 | 0 | 20048 | 0 | 25000 | 0 | 13251 | 0 | 373091 | 0 | 0 | 0 |
| Patrick M McCarthy | ||||||||||||||
| Professor, Medical School | 196396 | 1132896 | 0 | 640000 | 2032 | 18294 | 13589 | 30000 | 770 | 14643 | 212787 | 1835833 | 0 | 0 |
| Tyler Robert Koski | ||||||||||||||
| Assoc. Professor, Medical School | 6500 | 568274 | 0 | 834481 | 0 | 108236 | 650 | 30000 | 20 | 23186 | 7170 | 1564177 | 0 | 0 |
| Patrick W Fitzgerald II | ||||||||||||||
| Head Coach | 1969820 | 0 | 200000 | 0 | 264185 | 0 | 25000 | 0 | 21982 | 0 | 2480987 | 0 | 0 | 0 |
| Murad Alam | ||||||||||||||
| Asst.Professor,Medical S | 1000 | 347152 | 0 | 1218651 | 0 | 275 | 60 | 30000 | 5 | 8740 | 1065 | 1604818 | 0 | 0 |
| Jayesh Mehta | ||||||||||||||
| Professor, Medical School | 5079 | 574391 | 151250 | 751428 | 0 | 383 | 508 | 30000 | 27 | 23144 | 156864 | 1379346 | 0 | 0 |
| William J Banis | ||||||||||||||
| Former VP Student Affairs | 0 | 0 | 0 | 0 | 185886 | 0 | 18055 | 0 | 9594 | 0 | 213535 | 0 | 0 | 0 |
| Jeffrey Glassroth | ||||||||||||||
| Former Interim VP Medical | 266880 | 308000 | 0 | 325000 | 7920 | 18505 | 15417 | 30000 | 15530 | 2295 | 305747 | 683800 | 0 | 0 |
| Morteza A Rahimi | ||||||||||||||
| Former VP Information Tech | 157058 | 0 | 0 | 0 | 3881 | 0 | 16500 | 0 | 15001 | 0 | 192440 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (4 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| Part I, Line 1a | Charter travel: Charter airplane travel was provided to two listed persons as an annual round-trip travel service to attend the annual Bowl game, where the University student football team competes. Pursuant to written University policy, the benefit was treated as a business expense and was not treated as taxable compensation. Charter airplane travel was provided to one listed person and was treated as a business expense and was not treated as taxable compensation. Travel for companions: Family members accompanied three listed person to the annual Bowl game and such costs were either reimbursed by the listed person or imputed to taxable income following the event. Spouses traveled with three listed persons to the annual Bowl game. Pursuant to written University policy, the benefit was treated as a business expense and was not treated as taxable compensation. The President's spouse has accompanied the President at development events for business purposes and such expenses were not treated as taxable compensation. Spouses accompanied two listed persons for travel. Spousal travel was treated as taxable compensation for one listed person. Tax gross-up payments: Three listed persons received gross up payments in connection with certain benefits and such amounts were treated as taxable compensation. Housing allowance or residence for personal use: The 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). Five listed persons were provided with housing allowances and the amounts were treated as taxable compensation. Health or social club dues or initiation fees: The 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. Four listed persons received reimbursement for social club initiation fees and/or dues. Club initiation fees were treated as taxable compensation. Club dues were treated as taxable compensation for two listed persons Personal Services: In connection with the University provided presidential housing, the University provides maid/cleaning services at the President's University residence. The value of the benefit is apportioned between personal living quarters and public areas of the house, and the cleaning services associated with the personal living quarters are treated as taxable compensation. |
| Part I, Lines 4a-b | Former officer, W. Banis, received $154,794 in connection with separation and payments ceased on August 31, 2012. The 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 Amount Contributed Morton O. Schapiro $183,333 Daniel I. Linzer $150,000 Eugene S. Sunshine $26,667 Thomas G. Cline $26,667 Robert E. McQuinn $6,667 James J. Phillips $60,000 William H. McLean $909,563 (short-term deferral) Name Amount Paid William H. McLean $122,329 |
| Part I, Line 7 | The President, three officers, and one key employee 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. |
| Part I, Line 8 | One officer was extended loans pursuant to an initial contract with a portion forgiven that was treated as taxable compensation. |
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 |
|---|---|---|---|---|---|---|---|---|
| Illinois Educational Facilities Authority | ||||||||
| A | 521297563 | 4520018K9 | 2003-10-29 | 183530698 | Refund bonds issued 5/13/97; acquire, construct or renovate Univ. facilities | 0 | 0 | 0 |
| Illinois Finance Authority | ||||||||
| B | 861091967 | 45200BFC7 | 2004-09-09 | 135800000 | Acquire, construct or renovate University facilities | 0 | 0 | 0 |
| Illinois Finance Authority | ||||||||
| C | 861091967 | 45200BH50 | 2006-10-03 | 150740726 | Refund bonds issued 12/3/97 | 0 | 0 | 0 |
| Illinois Finance Authority | ||||||||
| D | 861091967 | 45200FKZ1 | 2008-06-25 | 125000000 | Acquire, construct or renovate University facilities | 0 | 0 | 0 |
Form990 Schedule K Part II Form990ScheduleKPartII (4 entries)
| Bond ReferenceBondReferenceCd | Total ProceedsTotalProceeds | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Capital ExpendituresCapitalExpenditures | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind |
|---|---|---|---|---|---|---|---|---|
| A | 194022795 | 1092348 | 158297067 | 2008 | 1 | 0 | 1 | 1 |
| B | 144677217 | 1039400 | 143637817 | 2008 | 0 | 0 | 1 | 1 |
| C | 150740726 | 1518234 | 0 | 1 | 1 | 1 | ||
| D | 126815680 | 1250000 | 125565680 | 2011 | 0 | 0 | 1 | 1 |
Form990 Schedule K Part III Form990ScheduleKPartIII (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Engage Bond Counsel ContractsEngageBondCounselContracts | Any Research AgreementsAnyResearchAgreements | Engage Bond Counsel ResearchEngageBondCounselResearch | Prcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthers | Percentage Of Prvt Business Re UBIPercentageOfPrvtBusinessReUBI | Total Private Business UseTotalPrivateBusinessUse | Bond Iss Meet Prvt Security Pay TestBondIssMeetPrvtSecurityPayTest | Change In Use Bond Financed PropChangeInUseBondFinancedProp | Non Qualified Bond Remed ProcdrsNonQualifiedBondRemedProcdrs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 1 | 1 | 0 | 1 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | 1 |
| B | 0 | 1 | 1 | 0 | 1 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | 1 |
| C | 0 | 1 | 1 | 0 | 1 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | 1 |
| D | 0 | 0 | 0 | 0 | 0 | 0 | 1 |
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 | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Gross Proceeds InvestedGrossProceedsInvested | Written Proc To Monitor ReqsWrittenProcToMonitorReqs | Business Name Line2NameOfHedgeProvider/BusinessNameLine2 | Term Of HedgeTermOfHedge | Superintegrated HedgeSuperintegratedHedge | Hedge TerminatedHedgeTerminated |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| (no name) | |||||||||||||
| A | 0 | 1 | 0 | 0 | 0 | 0 | 0 | 0 | 1 | ||||
| Morgan Stanley and | |||||||||||||
| B | 0 | 1 | 0 | 0 | 1 | 1 | 0 | 1 | other banks | 1.000000000000 | 0 | 0 | |
| (no name) | |||||||||||||
| C | 0 | 1 | 0 | 0 | 0 | 0 | 0 | 0 | 1 | ||||
| Morgan Stanley and | |||||||||||||
| D | 0 | 0 | 0 | 1 | 1 | 1 | 0 | 0 | 1 | other banks | 33.000000000000 | 0 | 0 |
Form990 Schedule K Part V Form990ScheduleKPartV (4 entries)
| Bond ReferenceBondReferenceCd | Proc To Undertk Corrective ActionProcToUndertkCorrectiveAction |
|---|---|
| A | 1 |
| B | 1 |
| C | 1 |
| D | 1 |
Form990 Schedule K Part VI Form990ScheduleKPartVI (8 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Schedule K Part IV, Arbitrage, Line 2c | Date Rebate Computation Performed | Issuer Name: Illinois Finance Authority Date the Rebate Computation was Performed: 06/25/2013 |
| Part I, column (c) | Bond issues,CUSIP numbers | The following bond issuances are associated with additional CUSIP numbers as noted: (B)IFA-Series 2004 CUSIP #45200BFD5; (D)IFA-Series 2008 CUSIP #45200FLA5 and #45200FLB3. |
| Part II, line 3 | Issue price and proceeds of bonds (A), (B), (D) | The difference between issue price and proceeds of bonds (A), (B), and (D)are due to investment income earned on unspent proceeds of IEFA-Series 2003, IFA-Series 2004, and IFA-Series 2006 bonds, respectively. |
| Part III, line 3b | Private Business Use | The 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. |
| Part III, line 3d | The University engages bond counsel and performs a review of research agreements 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. | |
| Part III, line 4 | Funding Sources and Private Usage | The 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 use within the facilities partially funded by bonds; however, such usage was financed from other sources. |
| Part IV, line 4b | Arbitrage, name of provider | Hedge providers are Morgan Stanley Capital Services, Bank of America, and JP Morgan for both(B) IFA-Series 2004 and (D)IFA-Series 2008 bonds. |
| Part IV, line 6 | Gross Proceeds Invested | In November 2009 the University filed Form 8038-T for IFA-Series 2006 bonds and disclosed gross proceeds were invested beyond an available temporary period; the University calculated and made a yield reduction payment in the amount of $310,118. |
Schedule L IRS990ScheduleL
Loan Table LoanTable (5 entries)
| Purpose Of LoanPurposeOfLoan | Loan From OrganizationLoanFromOrganization | Original PrincipalOriginalPrincipalAmount | Balance DueBalanceDue | DefaultDefault | Approved By BoardApprovedByBoard | Written AgreementWrittenAgreement |
|---|---|---|---|---|---|---|
| Patrick Fitzgerald II | ||||||
| Compensation package | X | $2,500,000 | 2567080 | 0 | 1 | 1 |
| Robert McQuinn | ||||||
| Compensation package | X | $130,000 | 137424 | 0 | 1 | 1 |
| Robert McQuinn | ||||||
| Compensation package | X | $50,000 | 52528 | 0 | 1 | 1 |
| James Phillips | ||||||
| Compensation package | X | $1,100,000 | 1100000 | 0 | 1 | 1 |
| James Phillips | ||||||
| Compensation package | X | $350,000 | 27778 | 0 | 1 | 1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | 3884810 | TotalBalanceDue |
Form990 Schedule L Part IV Form990ScheduleLPartIV (14 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| Northern Trust | |||
| Nicholas D Chabraja,Trustee; was serving as a bank director | 1081157 | Bank and investment transaction fees less interest earned from bank | 0 |
| Northern Trust | |||
| Frederick H. Waddell, Trustee; was serving as a bank director | 1081157 | Bank and investment transaction fees less interest earned from bank | 0 |
| Technology Crossover Ventures | |||
| Jay C. Hoag, Trustee; partner w/ ownership interest over 5% | 6086053 | Investment in two venture capital funds: Technology Crossover Ventures VI and VIIA | 0 |
| Rndtable Hlthcare Ptnrs | |||
| Lester B. Knight, Trustee; was serving as a director | 2668355 | Investment in three private equity funds: Roundtable Healthcare Partners, Roundtable Healthcare Partners II and III | 0 |
| Aon Corporation | |||
| Lester B. Knight, Trustee; was serving as a director | 2973456 | Insurance broker | 0 |
| Thoma Cressey Fd | |||
| Lee. M. Mitchell, Trustee; partner w/ ownership interest over 5% | 5441075 | Investment in five private equity funds: Thoma Cressey Fund VI, VII, and VIII, and Thoma Bravo Fund IX and X-A | 0 |
| Madison Dearborn | |||
| John A. Canning, Jr., Trustee; partner w/ ownership interest over 5% | 4549722 | Investment in four private equity funds: Madison Dearborn III, IV, V and VI; and two private investments: MDCP Co-Investors (SP), LP and MDCP Co-Investors Varietal | 0 |
| Madison Dearborn | |||
| Timothy P. Sullivan, Trustee; was serving as managing director | 4549722 | Investment in four private equity funds: Madison Dearborn III, IV, V and VI; and two private investments: MDCP Co-Investors (SP), LP and MDCP Co-Investors Varietal | 0 |
| New Enterprise Associates | |||
| Peter J. Barris, Trustee; partner w/ ownership interest over 5% | 2449225 | Investment in four venture capital funds: NEA X, XI, XII, and XIV. | 0 |
| VWR International Inc | |||
| Timothy P. Sullivan, Trustee; was serving as board member | 7073840 | Sale of labratory equipment | 0 |
| RCPI Landmark Properties LLC | |||
| A. Steven Crown, Trustee; indirect ownership interest over 5% | 390352 | Lease of office space | 0 |
| Charlotte Cubbage | |||
| Family member of Alan K. Cubbage, Officer | 74240 | Employment | 0 |
| Jennifer Linzer | |||
| Family member of Daniel I. Linzer, Officer | 25646 | Employment | 0 |
| Kristen Novelline | |||
| Family member of William A. Osborn, Trustee | 29902 | Employment | 0 |
Form990 Schedule L Part V Form990ScheduleLPartV (6 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Schedule L, Part IV | Amounts reflected with respect to the business transaction to Technology Crossover Ventures represent venture capital gains less capital purchases during the tax year. |
| Schedule L, Part IV | Amounts reflected with respect to the business transaction to Roundtable Healthcare Partners represent fees, expenses, and private equity purchases less return of capital during the tax year. |
| Schedule L, Part IV | Amounts reflected with respect to the business transaction to Thoma Cressey Funds represent return of capital, capital gains and income less fees, expenses and private equity purchases during the tax year. |
| Schedule L, Part IV | Amounts reflected with respect to the business transaction to Madison Dearborn represent fees, expenses, and private equity purchases less return of capital and capital gains during the tax year. |
| Schedule L, Part IV | Amounts reflected with respect to the business transaction to New Enterprise Associates represent return of capital and capital gains less venture capital purchases and capital losses during the tax year. |
| Schedule L, Part IV | Investment of University assets are monitored by an Investment Committee of the Board of Trustees and governed by an Investment Policy, which includes a conflict of interest policy. That policy establishes criteria under which any investments will be made. Among other things, affected Trustees must recuse themselves of any vote related to the investment. |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 6 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 1175575 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV on date of gift | MethodOfDeterminingRevenues |
Books And Publications BooksAndPublications
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 30498 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV on date of gift | MethodOfDeterminingRevenues |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 485 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 26746738 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Proceeds from sale | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable (2 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | Event/tickets | 134 | 216788 | FMV on date of gift |
| X | Equip/softwre | 4 | 112163 | FMV on date of gift |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 3 | NumberOf8283Received |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (15 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| Form 990, Part VI, Section A, line 1 | Executive Committee of the Board of Trustees is comprised of 19 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, Section A, line 2 | Business Relationships: Christopher B. Galvin and D. Gidean Searle Christopher B. Galvin and Patrick G. Ryan Jr. Christopher B. Galvin and John A. Canning, Jr. John A. Canning, Jr. and Eugene S. Sunshine John A. Canning, Jr. and Timothy P. Sullivan Eugene S. Sunshine and Timothy P. Sullivan Lester B. Knight and John A. Canning, Jr. Lester B. Knight and Frederick H. Waddell Lester B. Knight and William A. Osborn Lester B. Knight and T. Bondurant French Lester B. Knight and M. Jude Reyes Lester B. Knight and D. Gidean Searle Lester B. Knight and Christopher B. Galvin | |
| Form 990, Part VI, Section A, line 2 | Business Relationships continued: Edward M. Liddy and D. Cameron Findlay Edward M. Liddy and D. Gideon Searle Edward M. Liddy and Miles D. White William A. Osborn and Edward M. Liddy William A. Osborn and Nicholas D. Chabraja William A. Osborn and Miles D. White M. Jude Reyes and A. Steven Crown M. Jude Reyes and Frederick H. Waddell Frederick H. Waddell and Nicholas D. Chabraja | |
| Form 990, Part VI, Section A, line 4 | The University made the following changes to its governing documents since the prior Form 990 was filed: (i) The Bylaws further formalized existing practices by the Committee on Audit, Risk and Compliance, including that such committee shall oversee the integrity of the University's financial statements and the management of and process by which significant risks are brought to the Committee's attention; (ii) Prior Bylaws provided that special committees may be appointed by the Chairman of the Board, and a Committee on Innovation and Entrepreneurship was formed to have oversight of the technology transfer and work with the Board and administration on issues relating to parents, inventions, innovation, and new venture strategies; (iii) The ByLaws now address resignation and removal of a Trustee. A Trustee must offer resignation to the Chairman of the Board should the Trustee be unable or unwilling to fulfill Trustee responsibilities and in the event of a significant change in personal circumstances including a change in employer or principal responsibilities. A Trustee may be removed by a two-thirds vote of the Board; (iv) An increase in the number of National Trustees from 30 to 31 and an increase of one Ex Officio Trustee. | |
| Form 990, Part VI, Section B, line 11 | A 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 reviewed by the Committee on Audit 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, Section B, line 12c | University ByLaws and Statutes, which have been adopted by the Board of Trustees, 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 or 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 the his/her knowledge of the subject will assist the Board or any of its committees. 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, Section B, line 15 | The 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 surveys and comparability data prepared and compiled by outside consultants who have expertise in the field of executive compensation assessment and benchmarking. The Compensation Committee of the Board met in June 2011 to review and approve fiscal year 2012 (September 1, 2011 to August 31, 2012) salaries and met in June 2012 to review and approve fiscal year 2013 (September 1, 2012 to August 31, 2013) salaries. Actions undertaken by the Compensation Committee of the Board are contemporaneously documented in the minutes of each meeting. Compensation Committee of the Board reviewed and approved compensation of all current officers listed in Part VII, Section A. | |
| Form 990, Part VI, Section C, line 19 | Governing 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 VI, Line 10 | The 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. | Local chapters, branches, or affiliates |
| Form 990, Part VI, Line 13 | The University's whistleblower policy is applicable to staff and faculty for the reporting tax year and was adopted by the Board of Trustees after the close of the tax year. | Whistleblower |
| Form 990, Part VI, Line 14 | The University's written document retention and destruction policy is applicable to staff and faculty for the reporting tax year and has been adopted by the Board of Trustees after the close of the tax year. | Document Retention and Destruction Policy |
| Form 990, Part VI, Line 16b | The 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 arrangement 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. | Joint Venture Arrangements |
| Form 990, Part VII | The individuals listed in column A who have hours associated with a related organization have duties at Northwestern Medical Faculty Foundation, which bases hours devoted to that organization on a 60-hour work week. | Average hours per week devoted to related organizations |
| Form 990, Part XI, line 9: | Change in value of derivative instruments 40334000. Change in value of nonoperating items 2169944. | Changes in Net Assets or Fund Balances: |
| Form 990, Part XII, Line 2c | The Audit, Risk and Compliance Committee that assumes responsibility for oversight of the audit review, compilation of financial statements and selection of an independent accountant approved an increase in its membership from ten to twelve members. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Northwestern Student Holdings LLC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1800 Sherman Ave Suite 504 | AddressLine1 |
| City | Evanston | City |
| State | IL | State |
| ZIP Code | 60201 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | Student enterprises | PrimaryActivities |
| Legal Domicile State | IL | LegalDomicileState |
| Total Income | 70000 | TotalIncome |
| EOY Assets | 0 | EOYAssets |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Northwestern University | BusinessNameLine1 |
Form990 Schedule R Part II Form990ScheduleRPartII (9 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| Rubicon Insurance Company | ||||||||||
| 2020 Ridge Ave | Evanston | IL | 60208 | 363694409 | Providing medical malpractice coverage | IL | 501(c)(3) | 11b | Northwestern University | 1 |
| Northwestern Medical Faculty Foundation | ||||||||||
| 680 N Lakeshore Dr | Chicago | IL | 60611 | 363097297 | Patient care, teaching | IL | 501(c)(3) | 9 | Northwestern University | 1 |
| Students Publishing Company | ||||||||||
| 1999 Sheridan Rd | Evanston | IL | 60208 | 366002654 | Publishes student periodicals | IL | 501(c)(3) | 11a | 0 | |
| Mcgaw Medical Center of Northwestern University | ||||||||||
| 420 E Superior St | Chicago | IL | 60611 | 362656113 | Coordination of medical residents | IL | 501(c)(3) | 11a | 0 | |
| Northwestern Global Health Foundation | ||||||||||
| PO Box 1969 | Evanston | IL | 60204 | 273159956 | Developing medical devices for people in need in developing countries | IL | 501(c)(3) | 9 | Northwestern University | 1 |
| The Big Ten Conference Inc | ||||||||||
| 1500 W Higgins Rd | Park Ridge | IL | 60068 | 363640583 | Facilitate quality intercollegiate athletic competition | IL | 501(c)(3) | 11b | 0 | |
| Northwestern University Employees Benefit Trust | ||||||||||
| PO Box 803878 Northern Trust at Tru | Chicago | IL | 60680 | 363180819 | Providing health insurance benefits to current and former eligible employees | IL | 501(c)(9) | Northwestern University | 1 | |
| Northwestern University Employees Benefit Trust Dental | ||||||||||
| PO Box 803878 Northern Trust at Tru | Chicago | IL | 60680 | 363591834 | Providing health insurance benefits to current and former eligible employees | IL | 501(c)(9) | Northwestern University | 1 | |
| SON Consortium Inc | ||||||||||
| Campus Box 1058 One Brookings Dr | St Louis | MO | 63130 | 462932954 | Facilitate delivery of education of its member institutions | DE | 501(c)(3) | Line 11a, I | 0 | |
Form990 Schedule R Part III Form990ScheduleRPartIII (2 entries)
| Address Line1AddressForeign/AddressLine1 | CityAddressForeign/City | CountryAddressForeign/Country | Postal CodeAddressForeign/PostalCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile Foreign CountryLegalDomicileForeignCountry | Predominant Income TypePredominantIncomeType | Share Of EOY AssetsShareOfEOYAssets | Disproportionate AllocationsDisproportionateAllocations | General Or Managing PartnerGeneralOrManagingPartner | Percentage OwnershipPercentageOwnership | Province Or StateAddressForeign/ProvinceOrState |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Bensell US Feeder LP | ||||||||||||
| 50 Lothian Rd Festival Square | Edinburgh | UK | EH3 9WJ | 980492320 | Investments | UK | Investment | 13243423 | 0 | 0 | 0.56000 | |
| Conquest Managed Futures Select Fund III Ltd | ||||||||||||
| 45 Market Street Suite 3205 | Camana Bay | CJ | KYI-9003 | Investments | CJ | Investment | 55000000 | 0 | 0 | 1.00000 | Grand Cayman | |
Form990 Schedule R Part IV Form990ScheduleRPartIV (2 entries)
| Legal Domicile StateLegalDomicileState | Type Of EntityTypeOfEntity | Controlled OrgControlledOrg |
|---|---|---|
| Charitable Remainder UniTrusts (119) | ||
| IL | T | 0 |
| Charitable Remainder Annuity Trusts (22) | ||
| IL | T | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | 0 | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 1 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 1 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 1 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (10 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| Rubicon Insurance Company | ||
| P | 3952061 | cash |
| Rubicon Insurance Company | ||
| R | 4978678 | cash |
| Northwestern Medical Faculty Foundation | ||
| A | 4364216 | cash |
| Northwestern Medical Faculty Foundation | ||
| P | 4064941 | cash |
| Northwestern Medical Faculty Foundation | ||
| R | 785114 | cash |
| Northwestern Medical Faculty Foundation | ||
| C | 60774840 | cash |
| Northwestern Global Health Foundation | ||
| S | 1535759 | cash |
| Student Publishing Company | ||
| R | 175728 | cash |
| Northwestern University Employees Benefit Trust Health | ||
| R | 40865978 | cash |
| Northwestern University Employees Benefit Trust Dental | ||
| R | 3119800 | cash |
Form990 Schedule R Part VII Form990ScheduleRPartVII (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Related Tax-Exempt Organization | Schedule R, Part II | SON Consortium Inc. applied for Section 501(c)(3) tax-exemption in November 2013. |
| Identification of Related Tax-Exempt Organization | Schedule R, Part II | Northwestern Medical Faculty Foundation is included as a "related organization" because under its current bylaws, its clinical department chairs comprise a majority of its directors. These individuals are also employed as chairs of the corresponding academic departments within the Feinberg School of Medicine of Northwestern University. However, the two organizations do not stand in the roles of parent and subsidiary. They are separate legal entities, and Northwestern Medical Faculty Foundation is not subject to control by Northwestern University or vice-versa. |
| Charitable Remainder Trusts | Schedule R, Part IV | The Charitable Remainder Unitrusts and Charitable Remainder Annuity Trusts are predominantly domiciled in Illinois. |