Civic Intelligence

Midwestern University

990 • Fiscal year 2019 • EIN 36-3377698

Jul 01, 2018 to Jun 30, 2019 • Filed on May 09, 2020

Organization ProfileWWW. MIDWESTERN.EDU

View Organization Page

555 31st StreetDowners Grove, IL 60515

(630) 515-7145

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

39th percentile

0.27x

Higher debt load relative to assets than 39% of similar nonprofits.

2019 filings • 501(c)3 • $1B+ nonprofits • Source year 2019

Liabilities / Revenue

64th percentile

0.88x

Higher debt load relative to revenue than 64% of similar nonprofits.

2019 filings • 501(c)3 • $1B+ nonprofits • Source year 2019

Net Margin

83rd percentile

24%

Higher net margin than 83% of similar nonprofits.

2019 filings • 501(c)3 • $1B+ nonprofits • Source year 2019

Top Officer Pay

63rd percentile

$2,488,359

Higher top officer pay than 63% of similar nonprofits.

Top officer pay equals 0.5% of source-year revenue.

2019 filings • 501(c)3 • $1B+ nonprofits • Source year 2019

Asset Growth

61st percentile

8.9%

Faster asset growth than 61% of similar nonprofits.

2019 filings • 501(c)3 • $1B+ nonprofits • Annualized from 2018 to 2019

Revenue Growth

38th percentile

3.6%

Faster revenue growth than 38% of similar nonprofits.

2019 filings • 501(c)3 • $1B+ nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets39th percentile

Assets

Up

$1,548,970,427

Up $126,575,870 (+8.9%) from 2018

Net Assets

Up

$1,126,414,034

Up $106,495,540 (+10%) from 2018

Liabilities

Up

$422,556,393

Up $20,080,330 (+5.0%) from 2018

Revenue And Expenses
Liabilities / Revenue64th percentileNet Margin83rd percentile

Revenue

Up

$481,652,089

Up $16,937,263 (+3.6%) from 2018

Expenses

Up

$364,517,777

Up $20,275,722 (+5.9%) from 2018

Net Income

Down

$117,134,312

Down $3,338,459 (-2.8%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth61st percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$3.0B$2.0B$1.0B$0Assets 2010: $650,240,817Liabilities 2010: $347,921,751Net Assets 2010: $302,319,0662010Assets 2011: $744,604,492Liabilities 2011: $369,511,510Net Assets 2011: $375,092,9822011Assets 2013: $947,050,869Liabilities 2013: $418,434,572Net Assets 2013: $528,616,2972013Assets 2014: $1,090,309,024Liabilities 2014: $468,008,310Net Assets 2014: $622,300,7142014Assets 2015: $1,159,741,570Liabilities 2015: $450,189,768Net Assets 2015: $709,551,8022015Assets 2016: $1,225,417,084Liabilities 2016: $445,228,520Net Assets 2016: $780,188,5642016Assets 2018: $1,422,394,557Liabilities 2018: $402,476,063Net Assets 2018: $1,019,918,4942018Assets 2019: $1,548,970,427Liabilities 2019: $422,556,393Net Assets 2019: $1,126,414,0342019Assets 2020: $1,563,955,425Liabilities 2020: $317,504,059Net Assets 2020: $1,246,451,3662020Assets 2022: $1,816,520,106Liabilities 2022: $291,024,419Net Assets 2022: $1,525,495,6872022Assets 2024: $2,090,861,127Liabilities 2024: $279,140,973Net Assets 2024: $1,811,720,1542024

Highlighted filing

2019

Assets$1,548,970,427
Liabilities$422,556,393
Net Assets$1,126,414,034
Open 2019 Filing

Operations Trend

Revenue Growth38th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$600M$400M$200M$0Expenses 2010: $145,103,6042010Expenses 2011: $169,362,0182011Expenses 2013: $212,651,9862013Revenue 2014: $333,385,769Expenses 2014: $241,632,693Net Income 2014: $91,753,0762014Revenue 2015: $366,362,551Expenses 2015: $273,604,337Net Income 2015: $92,758,2142015Revenue 2016: $379,832,387Expenses 2016: $298,985,393Net Income 2016: $80,846,9942016Revenue 2018: $464,714,826Expenses 2018: $344,242,055Net Income 2018: $120,472,7712018Revenue 2019: $481,652,089Expenses 2019: $364,517,777Net Income 2019: $117,134,3122019Revenue 2020: $479,773,396Expenses 2020: $358,608,193Net Income 2020: $121,165,2032020Revenue 2022: $519,542,731Expenses 2022: $379,788,171Net Income 2022: $139,754,5602022Revenue 2024: $537,500,528Expenses 2024: $422,759,778Net Income 2024: $114,740,7502024

Highlighted filing

2019

Revenue$481,652,089
Expenses$364,517,777
Net Income$117,134,312
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
May 9, 2020
Return Version
2018v3.1
Gross Receipts
$1,172,578,621
Mission and Program Overview

Mission

Midwestern university's historical and sustaining philosophy dedicates the institution and its resources to the highest standards of academic excellence to meet the educational needs of the health care community.

Midwestern university dedicates the institution and its resources to the highest standards of academic excellence to meet the educational needs of the health care community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$721,571,173$734,666,884▲ $13,095,711
Cash and Non-Interest-Bearing Accounts$390,266,553$484,363,309▲ $94,096,756
Investments in Publicly Traded Securities$225,330,025$239,705,749▲ $14,375,724
Investments Program Related$33,435,984$35,296,445▲ $1,860,461
Investments Other Securities$20,280,964$26,638,817▲ $6,357,853
Accounts Receivable$6,974,911$7,306,375▲ $331,464
Prepaid Expenses and Deferred Charges$3,811,589$4,303,679▲ $492,090
Inventories for Sale or Use$1,554,468$1,873,559▲ $319,091
Pledges and Grants Receivable$282,495$315,070▲ $32,575
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc$0$0→ $0
Loans From Officers Directors-$0-
Total Assets$1,422,394,557$1,548,970,427▲ $126,575,870
Other Assets Total$18,886,395$14,500,540▼ $4,385,855
Liabilities
Tax Exempt Bond Liabilities$256,564,035$248,109,749▼ $8,454,286
Other Liabilities$49,124,730$60,580,145▲ $11,455,415
Accounts Payable and Accrued Expenses$42,092,546$55,367,871▲ $13,275,325
Deferred Revenue$51,183,780$54,282,643▲ $3,098,863
Grants Payable$3,510,972$4,215,985▲ $705,013
Total Liabilities$402,476,063$422,556,393▲ $20,080,330
Net Assets / Fund Balance
Unrestricted Net Assets$1,004,027,890$1,109,530,634▲ $105,502,744
Temporarily Rstr Net Assets$9,437,972$10,242,752▲ $804,780
Permanently Rstr Net Assets$6,452,632$6,640,648▲ $188,016
Total Net Assets Fund Balance$1,019,918,494$1,126,414,034▲ $106,495,540
Total Liabilities and Net Assets / Fund Balance$1,422,394,557$1,548,970,427▲ $126,575,870

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$619,714,322$239,519,222$859,233,544
Equipment$45,110,276$99,100,090$144,210,366
Other Land Buildings$47,081,925-$47,081,925
Land$22,760,361-$22,760,361

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$15,890,604$1,693,165▲ $499,403$-1,008,728$16,883,400
2017$14,182,221$2,349,733▲ $473,646$543,466$15,890,604
2016$12,924,556$1,569,582▲ $394,580$181,017$14,182,221
2015$11,110,846$2,597,127▲ $339,063$356,213$12,924,556
2014$10,315,605$1,395,746▲ $318,093$83,194$11,110,846
Compensation and Service Providers
Top Officer Pay63rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-President/CEO/trusteeFT$714,630$1,773,729$2,488,359
-ASSISTANT SECRETARY/COO/EXECUTIVE VP - through 9/4/2018FT$625,672$510,638$1,136,310
-Assistant Treasurer/CFO/senior VPFT$524,024$469,285$993,309
-VP CAO Medicine and DentalFT$425,487$276,508$701,995
-VP/CAO Pharmacy/healthFT$410,322$243,506$653,828
-VP CAO Health SciencesFT$392,375$238,121$630,496
-VP & General CounselFT$419,127$157,202$576,329
-VP FinanceFT$339,017$234,026$573,043
-Dean Postdoctoral EducationFT$348,666$215,514$564,180
-Dean of MedicineFT$407,105$144,337$551,442
-Dean Dental MedicineFT$365,971$161,767$527,738
-VP University RelationsFT$340,405$183,098$523,503
-Dean College of Graduate StudiesFT$327,993$184,651$512,644
-VP & Dean of MedicineFT$382,652$104,356$487,008
-VP Human Resources and AdminFT$252,286$196,002$448,288

Board Members and Trustees

NameTitle
-Chairperson/trustee
-Vice Chairperson/trustee
-Secretary/treasurer/trustee
-Trustee
-TRUSTEE - through 10/4/2018
-Trustee - Through 12/4/2018
-TRUSTEE - through 8/3/2018
-Trustee Appointed to the Board 12/4/2018

Highest Paid Contractors

ContractorServicesLocationCompensation
Chanen ConstructionGeneral Contractor3300 N THIRD ST, Phoenix, AZ 85067$17,764,260
Metro Cleaning CompanyJanitorial Services8349 W DESERT SPOON, Peoria, AZ 85383$2,647,555
DWL Architects Planners IncArchitectural2333 N Central Ave, Phoenix, IL 85004$1,837,550
Building Services of AmericaJanitorial Services10216 Werch Drive, Woodridge, IL 60517$1,316,390
EbscoE-Library Services10 Estes Street, Ipswich, MA 01938$1,014,151
Revenue and Support

Revenue Composition

Contributions and Grants
$4,745,623
Program Service Revenue
$456,730,984
Investment Income
$17,284,094
Other Revenue
$2,891,388
All Other Contributions
$2,284,758
Change in Net Assets
$117,134,312

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table189$35,394Selling cost
Books and Publications-$21,760Replacement cost
Drugs and Medical Supplies3$4,055Selling cost
Other Non Cash Contri Table1$3,000Opinions of experts
Total Noncash Contributions193$64,209-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$235,100,738
Other Expenses$126,946,785
Grants and Similar Amounts Paid$2,470,254
Total Fundraising Expense$741,491
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$174,000,696$5,515,844$296,429$179,812,969
Depreciation Depletion$37,398,715$836,409-$38,235,124
Other Employee Benefits$21,036,046$960,037$32,387$22,028,470
Office Expenses$19,695,688$1,608,502$34,027$21,338,217
Pension Plan Contributions$13,584,361$635,047$21,215$14,240,623
Fees for Services Other$11,154,505$1,102,506$103,900$12,360,911
Payroll Taxes$11,266,153$574,652$18,815$11,859,620
All Other Expenses$8,703,583$1,515,768$152,633$10,371,984
Interest$9,314,221$356,894-$9,671,115
Current Officers, Directors, Trustees, and Key Employees$3,526,213$3,596,824-$7,123,037
Occupancy$6,643,940$102,808-$6,746,748
Insurance$1,460,223$1,222,955$3,160$2,686,338
Grants to Domestic Individuals$2,457,479--$2,457,479
Other Expenses$2,347,550$2,397-$2,349,947
Conferences and Meetings$1,811,001$18,647$1,110$1,830,758
Information Technology$1,709,801$44,209$0$1,754,010
Travel$1,154,358$202,048$3,625$1,360,031
Fees for Service Investment Mgmnt Fees$163,026$669,733-$832,759
Advertising$537,933$130,944$74,190$743,067
Fees for Services Accounting$67,550$517,500-$585,050
Fees for Services Legal$297,056$151,261-$448,317
Fees for Services Lobbying-$258,983-$258,983
Comp Disqual Persons-$36,019-$36,019
Grants to Domestic Orgs$12,775--$12,775
Total Functional Expenses$343,685,763$20,090,523$741,491$364,517,777
International Activity

International Summary

Offices
0
Employees
0
Spending
$20,124,000

International Compliance

Activity in boycott countries
No
Foreign corporation ownership
Yes
Foreign partnership interest
Yes
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
Yes

International Activities

RegionActivityServicesOfficesEmployeesSpending
Central America and the CaribbeanInvestmentsN/a00$20,030,000
East Asia and the PacificProgram ServicesDental Medicine Mission Trip00$90,000
Central America and the CaribbeanProgram ServicesMedical Mission Trip00$4,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$197,705
Fundraising Gross Income$62,175
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Bright Lights$157,150$36,075$34,995$1,080
DG Golf Outing$71,012$11,600-$11,600
Total Events$296,564$62,175$197,705$-135,530
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
Yes
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
-See Schedule L, Part VGeneral ContractingNo$27,346,683
-Family member of Dennis Paulson, PHD, VP CAO Medicine and DentalEmployee in facilities on the DG campusNo$36,019

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees-$0-
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Refundable Federal Student Loan$33,287,179
Self-insurance Liabilities$9,418,544
Retiree Benefits$8,856,469
Other Current Liabilities$4,689,789
Interest Rate Protection Agreement$2,727,917
Accrued Retiree Benefits$1,231,387
Deferred Compensation$236,671
Profess Liab Tail Cover$132,189

Bond Issues

BondIssuerIssuedIssue PricePurpose
BGlendale Az Ida Series 2010 Bonds2010-05-27$159,999,058SEE SCHEDULE K, PART VI
CGlendale Az Ida Series 2013 Bonds2013-11-13$106,430,000SEE SCHEDULE K, PART VI
AGlendale Az Ida Series 2007 Bonds2007-04-18$67,184,077SEE SCHEDULE K, PART VI

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
B$160,567,410$68,809,952$26,560,000$0
C$106,430,000$76,430,000$37,600,000$0
A$68,405,583$62,397,969$16,785,000$0

Bond Financing Compliance

No rebate due
Yes
Rebate not yet due
No
Form 8038-T filed
No
Gross proceeds invested
No
Gross proceeds invested in GIC
No
Exception to rebate
No
Corrective action procedures
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 13 WHISTLEBLOWER POLICY

“The university has a board of trustee approved written whistleblower policy in place and has implemented policies and procedures encouraging employees to come forward (whether through an open door policy or a confidential phone line in the president and ceo offices) with information on various improper activities, specifies that the individuals will be protected from retaliation, identifies staff and management personnel to whom such information can be reported, and assures that such information will be reviewed and acted upon by management as appropriate.”

Form 990, Part VI, Line 14 DOCUMENT RETENTION AND DESTRUCTION POLICY

“Midwestern university has a board of trustee approved written document retention and destruction policy.”

Form 990, Part VI, Line 1A Delegate broad authority to A committee

“The Executive Committee consists of the Chairperson of the Board of Trustees, the Vice Chairperson of the Board of Trustees, the Secretary, the Treasurer, and the President and CEO of the University. The duty of the Executive Committee is to transact the business of the Board of Trustees between meetings of the Board, but the designation of such committee and the delegation thereto of authority shall not operate to relieve the Board of Trustees, or any individual Trustee, of any responsibility imposed by law. All actions of the Executive Committee shall be deemed to be the actions of the Board of Trustees and shall be reported to the Board of Trustees at its next meeting. The Executive Committee shall be vested with and may in its discretion exercise the full powers, duties, responsibilities, and authority of the Board of Trustees except where prohibited by law.”

Form 990, Part VI, Line 11B Review of form 990 by governing body

“The 990 is prepared by management of the university along with the advice of the university's auditors, attorneys and tax advisors. The 990 is then reviewed by the ceo and cfo prior to presenting to the board of trustees. The 990 is presented to the board of trustees for their review at the board retreat prior to filing.”

Form 990, Part VI, Line 12C Conflict of interest policy

“Midwestern university has a written conflict of interest policy approved by the board of trustees. For the university and all of its related organizations, all officers, trustees, key employees and all faculty and staff are annually required to complete a conflict of interest questionnaire and disclose all conflicts of interest. Questionnaires are returned to the president of the university, for review and annual approval. A committee of the board of trustees meets as necessary to review and resolve any potential conflicts of interests reported on the questionnaires involving a trustee, officer, or certain key employees. The president, as designee of the board committee, reviews and resolves matters involving other individuals who receive the questionnaires. Procedures for addressing actual or possible conflicts are set forth in the board approved conflicts of interest policy statement. Records of any proceedings are kept, and annual reports of the activities, reviews and resolutions regarding conflicts of interest are made to the board of trustees and reviewed by external auditors.”

Form 990, Part VI, Line 19 Required documents available to the public

“Midwestern university's governing documents and conflict of interest policy are not made available to the general public. The 990 is available on guidestar.com and also at each of the university's two campuses. The financial statements and pertinent operating statistics are available at www.dacbond.com”

Form 990, Part VIII, Line 11D Other Miscellaneous Revenue

“Bookstore Revenue - Total Revenue: 14048, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 14048; Fitness Program Revenue - Total Revenue: 23666, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 23666; Vending Machine Revenue - Total Revenue: 5798, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 5798; Washing Machine Revenue - Total Revenue: 14474, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 14474; Campus Rental - Total Revenue: 35450, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 35450; Miscellaneous Revenue - Total Revenue: 437129, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 437129; Credit Card Fee Revenue Share - Total Revenue: 173788, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 173788; Misc Student Fees - Total Revenue: 110683, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 110683; Continuing Medical Education Revenue - Total Revenue: 180690, Related or Exempt Function Revenue: 180690, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Student Activities - Total Revenue: 6170, Related or Exempt Function Revenue: 6170, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Alumni Events - Total Revenue: 700, Related or Exempt Function Revenue: 700, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Alumni Association Dues - Total Revenue: 30616, Related or Exempt Function Revenue: 30616, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Library Services - Total Revenue: 57635, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 57635; Penalty Charges - Total Revenue: 282, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 282; Late Charges - Total Revenue: 13479, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 13479; Parking Fines - Total Revenue: 4266, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 4266; Returned Check Fee - Total Revenue: -55, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: -55; Premium Income - Total Revenue: -144773, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: -144773; Convenience Charge Revenue - Total Revenue: 5205, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 5205; Copy Center Chgs - Total Revenue: 1568, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 1568; Late Fee - Health Insurance - Total Revenue: 3535, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 3535; MWU Student Sick Visit Revenue - Total Revenue: 99090, Related or Exempt Function Revenue: 99090, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ;”

Part VI, LIne 15 A and B OFFICERS & POSITIONS FOR WHICH PROCESS WAS USED, & YEAR PROCESS WAS BEGUN

“Midwestern university adopted a comprehensive executive compensation review system in 1995 and has followed the policy throughout the years. The policies and practices have ensured a consistent methodology for all academic deans and officers of the university and the executive compensation committee of the board of trustees (the "compensation committee"). The compensation committee is composed of trustees without a conflict of interest with respect to compensation arrangements which it approves. The compensation committee chair engages an outside compensation consultant to benchmark the salaries and benefits of the administrative personnel of midwestern university. Merit increases are awarded based on comprehensive written performance appraisals, external market and comparability data and internal equity. The compensation committee reviews all performance appraisal forms, including a comprehensive review of the performance of the president, chief executive officer that is distributed to every member of the board of trustees, and collected and evaluated by the chairman of the board. The compensation committee meets at least twice a year. One meeting is held exclusively to review the pertinent data and president's performance and may include the external consultant during the meeting. The president is not included in this meeting. Minutes of all compensation committee meetings are written and maintained in the office of the president ceo. In fiscal 2019 korn ferry hay was engaged to complete a comprehensive review of both total compensation and executive benefits of all senior administrators of midwestern university. Their complete and comprehensive study was presented to the executive compensation committee of the board of trustees. The compensation committee of the board of trustees approves their analysis and recommendations. This is an annual process that has been in place for the past 25 years, however, korn ferry hay was recently engaged to replace the prior firm.”

Filing and Contact Details

Filer

Filer Name
Midwestern University
EIN
36-3377698
Phone
6305157145
Address
555 31ST STREET, DOWNERS GROVE, IL 60515

Signing Officer

Name
Kathleen H Goeppinger Phd
Title
President & CEO
Signed
2020-05-09
Discuss with paid preparer
Yes

Organization Details

Formed
1900
Legal Domicile
Il
Voting Board Members
16
Independent Board Members
14
Employees
4,048
Volunteers
3,052

Preparer

Firm
Crowe Llp
Address
225 West Wacker Drive Suite 2600, Chicago, IL 60606-1224
Preparer
Nicole Bencik
Phone
3128997000
Supplemental Narrative

Additional Explanations

Form 990, Part I, Line 6 NUMBER OF VOLUNTEERS

“Number of volunteers consists primarily of adjunct/volunteer (uncompensated) faculty providing teaching services for the university's various healthcare educational services (3,037), as well as uncompensated members of the board of trustees (15).”

Form 990, Part IV, Line 9 PART IV, LINE 9 AND SCHEDULE D, PART IV

“Credit counseling, debt management services the university answered "yes" at form 990, part iv, line 9, only because it provides credit counseling, debt management services to its students in conjunction with its student loan/financial aid programs. Schedule d, part iv requests no information pertaining to these services.”

Form 990, Part XI, Line 9 Other changes in net assets or fund balances

“Change in unrealized loss on interest rate protection agreements - -7656737; NET ASSET TRANSFER TO MIDWESTERN UNIVERSITY FOUNDATION - -2560137; NON-CASH CONTRIBUTIONS - -64209;”

Financial Statement Notes

Schedule D, Part V, Line 4 Intended uses of endowment funds

“Restricted endowment funds are used based on donor intent. The university has not relied on endowment spending to support operations or student scholarships.”

Raw XML AppendixShowing 400 of 1,556 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt042092546
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt055367871
IRS990/AccountsReceivableGrp/BOYAmt06974911
IRS990/AccountsReceivableGrp/EOYAmt07306375
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0MIDWESTERN UNIVERSITY DEDICATES THE INSTITUTION AND ITS RESOURCES TO THE HIGHEST STANDARDS OF ACADEMIC EXCELLENCE TO MEET THE EDUCATIONAL NEEDS OF THE HEALTH CARE COMMUNITY.
IRS990/AdvertisingGrp/FundraisingAmt074190
IRS990/AdvertisingGrp/ManagementAndGeneralAmt0130944
IRS990/AdvertisingGrp/ProgramServicesAmt0537933
IRS990/AdvertisingGrp/TotalAmt0743067
IRS990/AllOtherContributionsAmt02284758
IRS990/AllOtherExpensesGrp/FundraisingAmt0152633
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt01515768
IRS990/AllOtherExpensesGrp/ProgramServicesAmt08703583
IRS990/AllOtherExpensesGrp/TotalAmt010371984
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0DEAN MALONE
IRS990/BooksInCareOfDetail/PhoneNum06305157145
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0555 31ST STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0DOWNERS GROVE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IL
IRS990/BooksInCareOfDetail/USAddress/ZIPCd060515
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0true
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0390266553
IRS990/CashNonInterestBearingGrp/EOYAmt0484363309
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt083
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt03596824
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt03526213
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt07123037
IRS990/CompDisqualPersonsGrp/ManagementAndGeneralAmt036019
IRS990/CompDisqualPersonsGrp/TotalAmt036019
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConferencesMeetingsGrp/FundraisingAmt01110
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt018647
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt01811001
IRS990/ConferencesMeetingsGrp/TotalAmt01830758
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0true
IRS990/ContractorCompensationGrp/CompensationAmt017764260
IRS990/ContractorCompensationGrp/CompensationAmt12647555
IRS990/ContractorCompensationGrp/CompensationAmt21837550
IRS990/ContractorCompensationGrp/CompensationAmt31316390
IRS990/ContractorCompensationGrp/CompensationAmt41014151
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt03300 N THIRD ST
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt18349 W DESERT SPOON
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt22333 N Central Ave
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt310216 Werch Drive
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt410 Estes Street
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0PHOENIX
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm1Peoria
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm2Phoenix
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm3Woodridge
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm4Ipswich
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0AZ
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd1AZ
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd2IL
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd3IL
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd4MA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd085067
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd185383
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd285004
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd360517
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd401938
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0CHANEN CONSTRUCTION
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt1METRO CLEANING COMPANY
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt2DWL Architects Planners Inc
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt3Building Services of America
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt4EBSCO
IRS990/ContractorCompensationGrp/ServicesDesc0GENERAL CONTRACTOR
IRS990/ContractorCompensationGrp/ServicesDesc1JANITORIAL SERVICES
IRS990/ContractorCompensationGrp/ServicesDesc2Architectural
IRS990/ContractorCompensationGrp/ServicesDesc3Janitorial Services
IRS990/ContractorCompensationGrp/ServicesDesc4E-Library Services
IRS990/ContriRptFundraisingEventAmt0234389
IRS990/CreditCounselingInd0true
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt04745623
IRS990/CYGrantsAndSimilarPaidAmt02470254
IRS990/CYInvestmentIncomeAmt017284094
IRS990/CYOtherExpensesAmt0126946785
IRS990/CYOtherRevenueAmt02891388
IRS990/CYProgramServiceRevenueAmt0456730984
IRS990/CYRevenuesLessExpensesAmt0117134312
IRS990/CYSalariesCompEmpBnftPaidAmt0235100738
IRS990/CYTotalExpensesAmt0364517777
IRS990/CYTotalFundraisingExpenseAmt0741491
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0481652089
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0true
IRS990/DeferredRevenueGrp/BOYAmt051183780
IRS990/DeferredRevenueGrp/EOYAmt054282643
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt0836409
IRS990/DepreciationDepletionGrp/ProgramServicesAmt037398715
IRS990/DepreciationDepletionGrp/TotalAmt038235124
IRS990/Desc0DESCRIPTION OF PROGRAM SERVICE ACCOMPLISHMENTS DURING THE FISCAL YEAR ENDED JUNE 30, 2019, MIDWESTERN UNIVERSITY PROVIDED HEALTH SCIENCES EDUCATION SERVICES TO APPROXIMATELY 6,841 PRE-DOCTORAL STUDENTS AND 104 POST-DOCTORAL STUDENTS. THESE STUDENT SERVICES ARE LOCATED ON THREE CAMPUSES, TWO IN ILLINOIS AND ONE IN ARIZONA. MIDWESTERN UNIVERSITY OFFERS HEALTH EDUCATION PROGRAMS IN MEDICINE, PHARMACY, PHYSICIAN ASSISTANCE, PHYSICAL THERAPY, OCCUPATIONAL THERAPY, BIOMEDICAL SCIENCES, PODIATRY, CLINICAL PSYCHOLOGY, PERFUSION SERVICES, NURSE ANESTHETIST, DENTISTRY, OPTOMETRY, VETERINARY MEDICINE, SPEECH LANGUAGE PATHOLOGY, AND GRADUATE EDUCATION PROGRAMS IN MEDICINE, AS WELL AS CONTINUING EDUCATION FOR STAFF AND ALUMNI. MIDWESTERN UNIVERSITY CONTINUED ITS RESEARCH AND TRAINING PROGRAMS WITH THE SUPPORT OF FEDERAL AND PRIVATE FUNDING. MIDWESTERN UNIVERSITY CLINICS THE MIDWESTERN UNIVERSITY MULTISPECIALTY CLINICS OPERATED AT THE ARIZONA AND ILLINOIS CAMPUSES INCLUDE DENTAL INSTITUTES, EYE INSTITUTES, FAMILY MEDICINE PRACTICES, COMPANION ANIMAL CLINIC AT THE ANIMAL HEALTH INSTITUTE, SPEECH-LANGUAGE INSTITUTES, A PHYSICAL THERAPY INSTITUTE AND OTHER HEALTH SERVICES DESIGNED TO PROVIDE CLINICAL TEACHING SITES AND MEET A WIDE-RANGE OF HEALTHCARE NEEDS OF AREA PATIENTS. IN ACCORDANCE WITH THE UNIVERSITY'S ACADEMIC MISSION, THE FEE SCHEDULES AT THE TWO DENTAL INSTITUTES HAVE BEEN REDUCED TO APPROXIMATELY 50% OR MORE OF USUAL AND CUSTOMARY CHARGES. AS A RESULT, DURING FISCAL YEAR ENDED JUNE 30, 2019, MWU PATIENTS PAID $22,175,000 LESS IN PATIENT SERVICE FEES THAN THEY WOULD HAVE HAD MWU CHARGED USUAL AND CUSTOMARY FEES. ALSO, THE UNIVERSITY HAS A DISCOUNT PROGRAM WHEREBY LOW INCOME INDIVIDUALS CAN APPLY FOR FREE CARE AT MWU CLINICS BASED ON THE FEDERAL POVERTY GUIDELINES. THE TOTAL DISCOUNTS IN FISCAL YEAR ENDED JUNE 30, 2019 WERE $1,486,000 AT STATED PATIENT SERVICE CHARGES. HAD MWU CHARGED USUAL AND CUSTOMARY FEES, THE VALUE OF THE DISCOUNTS WOULD HAVE BEEN $2,982,000.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt04048
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountInd0false
IRS990/ExpenseAmt0343685763
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditPerformedInd0true
IRS990/FederalGrantAuditRequiredInd0true
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt0517500
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt067550
IRS990/FeesForServicesAccountingGrp/TotalAmt0585050
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt0151261
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt0297056
IRS990/FeesForServicesLegalGrp/TotalAmt0448317
IRS990/FeesForServicesLobbyingGrp/ManagementAndGeneralAmt0258983
IRS990/FeesForServicesLobbyingGrp/TotalAmt0258983
IRS990/FeesForServicesOtherGrp/FundraisingAmt0103900
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt01102506
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt011154505
IRS990/FeesForServicesOtherGrp/TotalAmt012360911
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt0669733
IRS990/FeesForSrvcInvstMgmntFeesGrp/ProgramServicesAmt0163026
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt0832759
IRS990/ForeignActivitiesInd0true
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0true
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt01.3
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.5
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.5
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.5
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt100.5
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt110.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt120.1
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt130.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt140.1
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt150.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt160.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt170.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt180.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt191.3
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt201.3
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt211.3
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt220.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt230.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt240.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt250.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt260.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt270.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt280.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt290.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt300.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt310.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt320.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt330.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt040.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt131.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt141.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt151.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt161.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt171.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt181.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1940.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2040.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2140.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2240.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2340.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2440.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2540.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2640.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2740.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2840.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2940.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt3040.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt3140.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt3240.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt3340.0
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt0KATHLEEN H GOEPPINGER PHD
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt1MARILYN KENT TAPAJNA
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt2RONALD D TUCKER
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt3Sr ANNE C LEONARD
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt4JANET R BOLTON CFP CIMA
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt5GERRIT A VAN HUISSTEDE
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt6WILLIAM D ANDREWS
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt7JEAN L BAXTER JD
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt8MICHAEL J BLEND PHD DO
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt9STEVEN R CHANEN
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt10WARREN B GRAYSON
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt11GRETCHEN R HANNAN
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt12KENNETH R HERLIN
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt13MICHAEL P KAMRADT
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt14JOHN LADOWICZ
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt15KEVIN D LEAHY
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt16MADELINE R LEWIS DO
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt17BARBARA J RALSTON
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt18ELAINE M SCRUGGS
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt19ARTHUR G DOBBELAERE PHD
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt20GREGORY J GAUS
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt21DEAN P MALONE
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt22KAREN D JOHNSON PHD
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt23MARY LEE PHARM D
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt24DENNIS PAULSON PHD
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt25ANGELA MARTY MS
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt26KATHLEEN N PLAYER EDD
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt27THERESA W FOSSUM PHD DVM
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt28BARBARA L MCCLOUD ESQ
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt29LORI A KEMPER DO
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt30KAREN J NICHOLS DO
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt31THOMAS A BOYLE DO
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt32PAUL B SMITH DDS
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt33KYLE RAMSEY PHD
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd1X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd2X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd3X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd16X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd17X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd18X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd7X
IRS990/Form990PartVIISectionAGrp/OfficerInd8X
IRS990/Form990PartVIISectionAGrp/OfficerInd9X
IRS990/Form990PartVIISectionAGrp/OfficerInd10X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt0219687
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt180
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1931779
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2052828
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2159396
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2241188
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2351710
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2460278
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2557361
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2651649
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2759829
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2841911
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2959618
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt3026726
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt3159580
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt3259711
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt3359386
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt02268672
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt191104531
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20940481
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt21513647
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt22482315
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt23602118
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt24641717
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt25390927
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt26578847
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt27427179
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt28534418
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt29545963
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30524716
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt31504600
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt32468027
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt33453258
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt250
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt260
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt270
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt280
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt290
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt300
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt310
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt320
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt330
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT/CEO/TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE APPOINTED TO THE BOARD 12/4/2018
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3CHAIRPERSON/TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4VICE CHAIRPERSON/TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5SECRETARY/TREASURER/TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE - through 8/3/2018
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE - through 10/4/2018
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt16TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt17TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt18TRUSTEE - THROUGH 12/4/2018
IRS990/Form990PartVIISectionAGrp/TitleTxt19ASSISTANT SECRETARY/COO/EXECUTIVE VP - through 9/4/2018
IRS990/Form990PartVIISectionAGrp/TitleTxt20ASSISTANT TREASURER/CFO/SENIOR VP

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,548,970,427
Liabilities
$422,556,393
Net assets
$1,126,414,034
Revenue
$481,652,089
Expenses
$364,517,777
Net income
$117,134,312
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2,091$279$1,812$538$423$115
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1,817$291$1,525$520$380$140
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1,564$318$1,246$480$359$121
2019Detailed filing. Detailed filing data is available for this year.$1,549$423$1,126$482$365$117
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1,422$402$1,020$465$344$120
2016Detailed filing. Detailed filing data is available for this year.$1,225$445$780$380$299$80.8
2015Detailed filing. Detailed filing data is available for this year.$1,160$450$710$366$274$92.8
2014Detailed filing. Detailed filing data is available for this year.$1,090$468$622$333$242$91.8
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$947$418$529$213
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$745$370$375$169
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$650$348$302$145