Totals
- Total revenue
- $5,204,380,540
- Total expenses
- $5,558,765,254
- Contributions and grants received
- $1,185,896,203
- Grants paid
- $579,322,578
- Program services expenses (Part IX)
- $5,137,208,484
- Management and general expenses
- $356,750,409
- Fundraising expenses
- $64,806,361
- Program service expenses (Part III)
- $5,137,208,484
Program services were 92.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
SCOTT WILSON
CHIEF INVESTMENT OFFICER
- Total calculated
- $11,473,354
- From this org
- $10,442,082
- From related orgs
- $0
- Other
- $1,031,272
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $957,587
- Bonus
- $9,460,096
- Other
- $24,399
- Deferred
- $991,419
- Nontaxable benefits
- $39,853
- Filer's total
- $11,473,354
-
ANDREW CHOQUETTE
DEP CHIEF INVESTMENT OFFICER
- Total calculated
- $4,332,903
- From this org
- $3,829,488
- From related orgs
- $0
- Other
- $503,415
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $695,192
- Bonus
- $3,110,520
- Other
- $23,776
- Deferred
- $475,812
- Nontaxable benefits
- $27,603
- Filer's total
- $4,332,903
-
JENNIFER VOELKER
COO - INVESTMENT MGMT
- Total calculated
- $2,426,784
- From this org
- $2,120,653
- From related orgs
- $0
- Other
- $306,131
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $512,593
- Bonus
- $1,584,916
- Other
- $23,144
- Deferred
- $291,561
- Nontaxable benefits
- $14,570
- Filer's total
- $2,426,784
-
DAVID PERLMUTTER
EXEC VC MEDICAL AFFAIRS
- Total calculated
- $2,374,780
- From this org
- $2,061,388
- From related orgs
- $0
- Other
- $313,392
- Hours/week
- 40 + 0.2 related
Schedule J breakdown matched by us
- Base
- $1,764,181
- Bonus
- $250,729
- Other
- $46,478
- Deferred
- $296,263
- Nontaxable benefits
- $17,129
- Filer's total
- $2,374,780
-
MICHAEL DORE
MANAGING DIR. OF INVESTMENTS
- Total calculated
- $2,269,474
- From this org
- $1,968,269
- From related orgs
- $0
- Other
- $301,205
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $450,055
- Bonus
- $1,495,138
- Other
- $23,076
- Deferred
- $273,602
- Nontaxable benefits
- $27,603
- Filer's total
- $2,269,474
-
ADAM KURKIEWICZ
MANAGING DIR. OF INVESTMENTS
- Total calculated
- $2,264,646
- From this org
- $1,970,363
- From related orgs
- $0
- Other
- $294,283
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $452,201
- Bonus
- $1,495,138
- Other
- $23,024
- Deferred
- $273,602
- Nontaxable benefits
- $20,681
- Filer's total
- $2,264,646
-
ANDREW MARTIN
CHANCELLOR
- Total calculated
- $1,943,198
- From this org
- $1,464,543
- From related orgs
- $0
- Other
- $478,655
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $1,431,853
- Bonus
- $0
- Other
- $32,690
- Deferred
- $313,000
- Nontaxable benefits
- $165,655
- Filer's total
- $1,943,198
-
RYAN NUNLEY
ASSOC PROF OF ORTHO SURG
- Total calculated
- $1,830,872
- From this org
- $1,770,269
- From related orgs
- $0
- Other
- $60,603
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $666,830
- Bonus
- $1,079,769
- Other
- $23,670
- Deferred
- $33,000
- Nontaxable benefits
- $27,603
- Filer's total
- $1,830,872
-
PAUL SCHEEL JR
VC CLINICAL AFFAIRS
- Total calculated
- $1,176,099
- From this org
- $1,133,402
- From related orgs
- $0
- Other
- $42,697
- Hours/week
- 40 + 4 related
Schedule J breakdown matched by us
- Base
- $1,007,140
- Bonus
- $100,000
- Other
- $26,262
- Deferred
- $23,100
- Nontaxable benefits
- $19,597
- Filer's total
- $1,176,099
-
PAMELLA HENSON
EXEC VC UNIVERSITY ADVANCEMENT
- Total calculated
- $937,834
- From this org
- $484,284
- From related orgs
- $0
- Other
- $453,550
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $458,581
- Bonus
- $0
- Other
- $25,703
- Deferred
- $427,853
- Nontaxable benefits
- $25,697
- Filer's total
- $937,834
-
BEVERLY WENDLAND
PROVOST & EXEC VC ACAD AFFAIRS
- Total calculated
- $924,307
- From this org
- $870,619
- From related orgs
- $0
- Other
- $53,688
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $830,850
- Bonus
- $0
- Other
- $39,769
- Deferred
- $23,100
- Nontaxable benefits
- $30,588
- Filer's total
- $924,307
-
RICHARD STANTON
VC MEDICAL FINANCE & ADMIN
- Total calculated
- $846,842
- From this org
- $792,466
- From related orgs
- $0
- Other
- $54,376
- Hours/week
- 40 + 1 related
Schedule J breakdown matched by us
- Base
- $545,635
- Bonus
- $220,000
- Other
- $26,831
- Deferred
- $33,000
- Nontaxable benefits
- $21,376
- Filer's total
- $846,842
-
KURT DIRKS
FORMER VC INT'L AFFAIRS
- Total calculated
- $756,274
- From this org
- $690,721
- From related orgs
- $0
- Other
- $65,553
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $688,368
- Bonus
- $0
- Other
- $2,353
- Deferred
- $37,950
- Nontaxable benefits
- $27,603
- Filer's total
- $756,274
-
MONICA ALLEN
VC & GENERAL COUNSEL
- Total calculated
- $733,526
- From this org
- $681,001
- From related orgs
- $0
- Other
- $52,525
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $599,669
- Bonus
- $50,000
- Other
- $31,332
- Deferred
- $37,950
- Nontaxable benefits
- $14,575
- Filer's total
- $733,526
-
JESSIE MINTON
VC & CHIEF INFO OFFICER
- Total calculated
- $719,409
- From this org
- $665,721
- From related orgs
- $0
- Other
- $53,688
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $664,620
- Bonus
- $0
- Other
- $1,101
- Deferred
- $23,100
- Nontaxable benefits
- $30,588
- Filer's total
- $719,409
-
GREG BARRETT
VC BIO MED STRATEGY & MKTG
- Total calculated
- $649,750
- From this org
- $552,075
- From related orgs
- $0
- Other
- $97,675
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $427,176
- Bonus
- $100,000
- Other
- $24,899
- Deferred
- $83,100
- Nontaxable benefits
- $14,575
- Filer's total
- $649,750
-
MARK LOWE
VC RESEARCH
- Total calculated
- $612,052
- From this org
- $553,355
- From related orgs
- $0
- Other
- $58,697
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $522,784
- Bonus
- $0
- Other
- $30,571
- Deferred
- $33,000
- Nontaxable benefits
- $25,697
- Filer's total
- $612,052
-
AMY KWESKIN
EXEC VC FINANCE & CFO
- Total calculated
- $586,993
- From this org
- $518,455
- From related orgs
- $0
- Other
- $68,538
- Hours/week
- 40 + 1 related
Schedule J breakdown matched by us
- Base
- $492,193
- Bonus
- $0
- Other
- $26,262
- Deferred
- $37,950
- Nontaxable benefits
- $30,588
- Filer's total
- $586,993
-
EVA AAGAARD
VC MEDICAL EDUCATION
- Total calculated
- $576,595
- From this org
- $520,140
- From related orgs
- $0
- Other
- $56,455
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $462,963
- Bonus
- $50,000
- Other
- $7,177
- Deferred
- $23,100
- Nontaxable benefits
- $33,355
- Filer's total
- $576,595
-
WILLIAM STOLL
SR VC UNIVERSITY ADVANCEMENT
- Total calculated
- $534,327
- From this org
- $468,774
- From related orgs
- $0
- Other
- $65,553
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $439,782
- Bonus
- $0
- Other
- $28,992
- Deferred
- $37,950
- Nontaxable benefits
- $27,603
- Filer's total
- $534,327
-
REBECCA BROWN
VC STRATEGIC INITIATIVES & GOV
- Total calculated
- $527,431
- From this org
- $455,828
- From related orgs
- $0
- Other
- $71,603
- Hours/week
- 40 + 0.2 related
Schedule J breakdown matched by us
- Base
- $432,151
- Bonus
- $0
- Other
- $23,677
- Deferred
- $45,000
- Nontaxable benefits
- $26,603
- Filer's total
- $527,431
-
ANNA GONZALEZ
VC STUDENT AFFAIRS
- Total calculated
- $522,274
- From this org
- $467,928
- From related orgs
- $0
- Other
- $54,346
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $402,815
- Bonus
- $0
- Other
- $65,113
- Deferred
- $39,771
- Nontaxable benefits
- $14,575
- Filer's total
- $522,274
-
SHANTAY BOLTON
EXEC VC ADMIN(UNTIL 8/23)
- Total calculated
- $475,302
- From this org
- $442,371
- From related orgs
- $0
- Other
- $32,931
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $331,080
- Bonus
- $44,413
- Other
- $66,878
- Deferred
- $3,429
- Nontaxable benefits
- $29,502
- Filer's total
- $475,302
-
SCOT BEMIS
VC HUMAN RESOURCES
- Total calculated
- $451,851
- From this org
- $427,859
- From related orgs
- $0
- Other
- $23,992
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $407,976
- Bonus
- $0
- Other
- $19,883
- Deferred
- $14,744
- Nontaxable benefits
- $9,248
- Filer's total
- $451,851
-
MARION CRAIN
FORMER PROVOST & EXEC VC ACAD.
- Total calculated
- $414,194
- From this org
- $364,083
- From related orgs
- $0
- Other
- $50,111
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $336,996
- Bonus
- $0
- Other
- $27,087
- Deferred
- $33,000
- Nontaxable benefits
- $17,111
- Filer's total
- $414,194
-
DEDRIC CARTER
VC INNOV & CCO (UNTIL 10/23)
- Total calculated
- $402,761
- From this org
- $359,392
- From related orgs
- $0
- Other
- $43,369
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $334,735
- Bonus
- $0
- Other
- $24,657
- Deferred
- $22,746
- Nontaxable benefits
- $20,623
- Filer's total
- $402,761
-
JULIE FLORY
VC MARKETING & COMMUNICATIONS
- Total calculated
- $387,543
- From this org
- $336,893
- From related orgs
- $0
- Other
- $50,650
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $335,877
- Bonus
- $0
- Other
- $1,016
- Deferred
- $23,100
- Nontaxable benefits
- $27,550
- Filer's total
- $387,543
-
JD BURTON
VC GOVT AFFAIRS & COM REL
- Total calculated
- $383,266
- From this org
- $361,477
- From related orgs
- $0
- Other
- $21,789
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $284,139
- Bonus
- $75,000
- Other
- $2,338
- Deferred
- $12,670
- Nontaxable benefits
- $9,119
- Filer's total
- $383,266
-
LYNDA HEANEY
VC MED ADV (UNTIL 8/23)
- Total calculated
- $338,410
- From this org
- $291,439
- From related orgs
- $0
- Other
- $46,971
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $274,446
- Bonus
- $0
- Other
- $16,993
- Deferred
- $17,476
- Nontaxable benefits
- $29,495
- Filer's total
- $338,410
-
MARK WRIGHTON
FORMER CHANCELLOR
- Total calculated
- $331,302
- From this org
- $275,160
- From related orgs
- $0
- Other
- $56,142
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $248,655
- Bonus
- $0
- Other
- $26,505
- Deferred
- $31,614
- Nontaxable benefits
- $24,528
- Filer's total
- $331,302
-
ROBERT WILD
FORMER VC STUDENTS
- Total calculated
- $320,802
- From this org
- $257,378
- From related orgs
- $0
- Other
- $63,424
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $251,773
- Bonus
- $0
- Other
- $5,605
- Deferred
- $30,140
- Nontaxable benefits
- $33,284
- Filer's total
- $320,802
-
AMYE KIM
ASSOC VC FOR FIN & TREAS
- Total calculated
- $318,691
- From this org
- $292,883
- From related orgs
- $0
- Other
- $25,808
- Hours/week
- 40 + 2 related
Schedule J breakdown matched by us
- Base
- $292,598
- Bonus
- $0
- Other
- $285
- Deferred
- $10,328
- Nontaxable benefits
- $15,480
- Filer's total
- $318,691
-
WILLIAM ARVIN
VC MED ADVANCEMENT(AS OF 8/23)
- Total calculated
- $316,064
- From this org
- $263,606
- From related orgs
- $0
- Other
- $52,458
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $263,390
- Bonus
- $0
- Other
- $216
- Deferred
- $19,171
- Nontaxable benefits
- $33,287
- Filer's total
- $316,064
-
PAMELA LOKKEN
FORMER VC GOVT & COM REL
- Total calculated
- $169,356
- From this org
- $169,356
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $0
- Bonus
- $0
- Other
- $169,356
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $169,356
-
ROSE WINDMILLER
FMR INTERIM VC GOVT & COM REL
- Total calculated
- $155,415
- From this org
- $131,904
- From related orgs
- $0
- Other
- $23,511
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $120,111
- Bonus
- $0
- Other
- $11,793
- Deferred
- $15,009
- Nontaxable benefits
- $8,502
- Filer's total
- $155,415
-
STEVEN CASH NICKERSON
TRUSTEE
- Total calculated
- $25,000
- From this org
- $25,000
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1.5
-
LORI COULTER
TRUSTEE
- Total calculated
- $12,000
- From this org
- $12,000
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1.1
-
BLACKFORD F BRAUER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1.5
-
ANDREW M BURSKY
TRUSTEE - CHAIR
- Total calculated
- $0
- Hours/week
- 2.7
-
HOWARD N CAYNE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
CORINNA COTSEN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
VALERIE DAVISSON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
ARNOLD W DONALD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1.3
-
JON H FELTHEIMER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
JEFFREY L FOX
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
GAURAV GARG
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1.1
-
AVRAM A GLAZER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
JOHN J HAMILTON III
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
CATHERINE HANAWAY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1.1
-
STACEY L HIGHTOWER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1.1
-
THOMAS J HILLMAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
LOUIS G HUTT JR
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
CARRIE JOHNSON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
DONALD A JUBEL
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
JERALD L KENT
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1.3
-
DAVID W KEMPER
TRUSTEE - VICE CHAIR
- Total calculated
- $0
- Hours/week
- 0.5
-
RICHARD J LIEKWEG
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
ALAINA MACIA
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
VICKI MATCH SUNA
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
SUSAN B MCCOLLUM
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1.5
-
ALICIA MCDONNELL
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
JAMES M MCKELVEY JR
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
ANDREW D NEWMAN
TRUSTEE - VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1.6
-
PENELOPE PENNINGTON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
MICHAEL RINEY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
LISA ROSENKRANZ
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
CRAIG D SCHNUCK
TRUSTEE - VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1.9
-
ROBERT J SKANDALARIS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
NICHOLAS E SOMERS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
DAVID L STEWARD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
MARY DANFORTH STILLMAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
BARBARA SCHAPS THOMAS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
JACK E THOMAS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
LAWRENCE E THOMAS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
DAVID A ULEVITCH
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
ERIC UPIN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 12.5
-
HENRY D WARSHAW
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1.2
-
JOSEPH F WAYLAND
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1.3
-
NICHOL LUOMA
EXEC VC ADMIN & CAO(ASOF 2/24)
- Total calculated
- $0
- Hours/week
- 40
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 1a · First-class or charter travel
- 1a · Travel for companions
- 1a · Housing allowance or residence for personal use
- 1a · Health or social club dues or initiation fees
- 1a · Personal services (maid, chauffeur, chef)
- 2 · Substantiation required before reimbursing expenses
- 3 · Compensation committee
- 3 · Independent compensation consultant
- 3 · Form 990 of other organizations
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 6a · Pay contingent on this organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
Answered no
- 1b · Written policy on the line-1a expenses
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6b · Pay contingent on a related organization's net earnings
- 9 · Followed the rebuttable-presumption procedure
The filer's explanations (Part III)
- SCHEDULE J, PART I, LINE 1A & 1B
- A) AIRFARE UPGRADES OR CHARTER TRAVEL: FOR ALL EMPLOYEES, THE UNIVERSITY'S TRAVEL POLICY PROVIDES REIMBURSEMENT OF THE LOWEST AVAILABLE ECONOMY/COACH FARE AVAILABLE THAT MEETS THE BUSINESS PURPOSE OF THE TRIP BUT DOES ALLOW UPGRADE ON FLIGHTS IN EXCESS OF FIVE HOURS, FOR MEDICAL REASONS, OR WITH UPPER MANAGEMENT APPROVAL. UNDER A WRITTEN TRAVEL POLICY, CHARTERED AIRFARE IS ALLOWABLE FOR MEMBERS OF EXECUTIVE LEADERSHIP. FOUR OFFICERS, ONE TRUSTEE, AND FOUR OF THE FIVE HIGHEST COMPENSATED EMPLOYEES WERE PROVIDED WITH AIRFARE UPGRADES TO FIRST CLASS. EIGHT OFFICERS, ONE TRUSTEE, AND THREE OF THE FIVE HIGHEST COMPENSATED EMPLOYEES USED CHARTERED AIRFARE IN ACCORDANCE WITH THE UNIVERSITY'S TRAVEL POLICY. THESE BENEFITS WERE NOT TREATED AS TAXABLE INCOME. (B) TRAVEL FOR COMPANIONS: FOR ALL EMPLOYEES, THE UNIVERSITY'S TRAVEL POLICY PROVIDES REIMBURSEMENT FOR INCREMENTAL TRAVEL EXPENSES OF A SPOUSE OR OTHER COMPANION WHEN THERE IS A LEGITIMATE BUSINESS PURPOSE FOR THEIR ATTENDANCE AND WRITTEN AUTHORIZATION IS OBTAINED. TWO OFFICERS WERE PROVIDED WITH TRAVEL FOR COMPANIONS IN ACCORDANCE WITH THE UNIVERSITY'S TRAVEL POLICY. THIS BENEFIT WAS NOT TREATED AS TAXABLE INCOME. (C) HOUSING ALLOWANCE OR RESIDENCE FOR PERSONAL USE IS SUBJECT TO REVIEW AND APPROVAL OF THE BOARD OF TRUSTEES OR APPLICABLE COMMITTEE THEREOF. AS A CONDITION OF HIS EMPLOYMENT AND AS NECESSARY FOR PERFORMANCE OF HIS DUTIES AND THE CONVENIENCE OF THE UNIVERSITY AS HIS EMPLOYER, THE CHANCELLOR IS REQUIRED TO RESIDE ON CAMPUS IN A UNIVERSITY-OWNED RESIDENCE. THIS BENEFIT IS NOT TREATED AS TAXABLE INCOME. THREE OFFICERS WERE PROVIDED HOUSING ALLOWANCES WHICH WERE TREATED AS TAXABLE INCOME. (D) HEALTH OR SOCIAL CLUB DUES OR INITIATION FEES: FOUR OFFICERS ARE REIMBURSED FOR THE DUES OF A SINGLE SOCIAL CLUB. ONE OFFICER WAS REIMBURSED FOR DUES TO AN ADDITIONAL SOCIAL CLUB. SOCIAL CLUB DUES ARE PAID FOR A LIMITED NUMBER OF MEMBERS OF EXECUTIVE MANAGEMENT FOR THE PURPOSE OF PROVIDING A VENUE CONDUCIVE TO THE SUCCESS OF ALUMNI AND UNIVERSITY BUSINESS-RELATED ACTIVITIES. THE DECISION TO MAKE THESE PAYMENTS WAS APPROVED BY THE CHANCELLOR FOR SENIOR EXECUTIVES AND BY THE CHAIRMAN OF THE BOARD OF TRUSTEES FOR THE CHANCELLOR. THIS BENEFIT WAS NOT TREATED AS TAXABLE INCOME. (E) PERSONAL SERVICES WERE MADE AVAILABLE IN THE FORM OF HOUSEKEEPING FOR THE CHANCELLOR'S RESIDENCE, A UNIVERSITY OWNED PROPERTY CONCURRENT WITH EMPLOYMENT. AS A CONDITION OF HIS EMPLOYMENT AND AS NECESSARY FOR PERFORMANCE OF HIS DUTIES AND THE CONVENIENCE OF THE UNIVERSITY AS HIS EMPLOYER, THE CHANCELLOR IS REQUIRED TO RESIDE ON CAMPUS AND HOUSEKEEPING WAS INCLUDED AS PART OF THE AGREEMENT.
- SCHEDULE J, PART I, LINE 4A
- A SEVERANCE PAYMENT OF $169,356 WAS MADE DURING THE REPORTING PERIOD TO PAMELA LOKKEN UNDER A TWO YEAR AGREEMENT.
- SCHEDULE J, PART I, LINE 4B
- (A) ANDREW MARTIN - UNIVERSITY CONTRIBUTION TO 457(F) PLAN OF $280,000. (B) DAVID PERLMUTTER - UNIVERSITY CONTRIBUTION TO 457(F) PLAN OF $273,163. (C) PAMELLA HENSON - UNIVERSITY CONTRIBUTION TO 457(F) PLAN OF $149,903. SEVERAL OTHER LISTED PERSONS PARTICIPATED IN A 457(F) PLAN MAINTAINED BY THE UNIVERSITY, NONE OF WHOM RECEIVED CONTRIBUTIONS FROM THE UNIVERSITY. THE CHIEF INVESTMENT OFFICER, DEPUTY CHIEF INVESTMENT OFFICER, MANAGING DIRECTORS OF INVESTMENTS, AND CHIEF OPERATING OFFICER OF INVESTMENT MANAGEMENT PARTICIPATED IN AN INCENTIVE BONUS PLAN THAT CONTAINS A DEFERRED COMPENSATION ELEMENT. THIS PLAN PROVIDES THAT 50% OF THE INDIVIDUAL'S ANNUAL INCENTIVE BONUS WILL BE DEFERRED TO THE SUBSEQUENT THREE PERIODS. THESE DEFERRED BALANCES WILL VEST AND BE PAID IN EQUAL INSTALLMENTS FOLLOWING THE END OF EACH OF THE NEXT THREE SERVICE PERIODS. THIS DEFERRED COMPENSATION MAY BE FORFEITED IF THE RECIPIENT LEAVES THE ORGANIZATION BEFORE IT IS PAID. THE CURRENT YEAR DEFERRAL IS INCLUDED IN SCHEDULE J, PART II, COLUMN C. THE AMOUNT VESTED AND PAID IS INCLUDED IN SCHEDULE J, PART II, COLUMN B(II). AMOUNTS PAID UNDER THIS PLAN DURING CALENDAR YEAR 2023 INCLUDE (A) SCOTT WILSON - $2,894,135, (B) ANDREW CHOQUETTE - $1,481,604, (C) MICHAEL DORE - $787,426, (D) ADAM KURKIEWICZ - $787,426, AND (E) JENNIFER VOELKER - $878,601. ADDITIONALLY, THESE EMPLOYEES ARE ELIGIBLE FOR A LONG TERM INCENTIVE COMPENSATION PLAN THAT IS BASED ON A FIXED FORMULA FOR PERFORMANCE. THIS PLAN INCLUDES A FIVE YEAR VESTING SCHEDULE FOR THE PAYOUT OF EARNED INCENTIVE. THE AMOUNT PAID UNDER THIS PLAN IS INCLUDED IN SCHEDULE J, PART II, COLUMN B(II). AMOUNTS PAID UNDER THIS PLAN DURING CALENDAR YEAR 2023 INCLUDE (A) SCOTT WILSON - $3,502,000.
- SCHEDULE J, PART I, LINE 6 & 7
- THE UNIVERSITY'S SCHOOL OF MEDICINE IS ORGANIZED INTO MAJOR DEPARTMENTS. EACH DEPARTMENT HAS A FACULTY COMPENSATION PLAN THAT PROVIDES GUIDELINES TO THE CHAIR OF THE DEPARTMENT FOR SETTING ANNUAL COMPENSATION OF THE INDIVIDUAL FACULTY MEMBERS. ONE OF THE FIVE HIGHEST COMPENSATED EMPLOYEES LISTED IN PART VII, SECTION A OF THE FORM 990 IS FACULTY IN A DEPARTMENT THAT HAD SALARIES DETERMINED UNDER DEPARTMENTAL GUIDELINES THAT PROVIDE FOR BASE SALARIES THAT ARE FIXED PAYMENTS. IN THESE DEPARTMENTS, HOWEVER, THERE ARE ELEMENTS OF COMPENSATION UNDER THE GUIDELINES THAT ARE NOT FIXED PAYMENTS OR DETERMINED BY FIXED FORMULA. THE CHAIR OF THE DEPARTMENT DETERMINES, IN FULL OR IN PART, THE AMOUNT OF THIS ELEMENT BASED ON THE EMPLOYEE'S PERFORMANCE. FURTHER, THERE IS AN ELEMENT EXPRESSED AS A PERCENT OF NET SURPLUS GENERATED BY THE EFFORTS OF THE EMPLOYEE. THE UNIVERSITY'S CHIEF INVESTMENT OFFICER, DEPUTY CHIEF INVESTMENT OFFICER, MANAGING DIRECTORS OF INVESTMENTS, AND CHIEF OPERATING OFFICER OF INVESTMENT MANAGEMENT ALSO RECEIVE A PAYMENT BASED ON THE NET EARNINGS OF AN ACTIVITY OF THE UNIVERSITY USING A FIXED FORMULA. SEE DISCUSSION OF PART I, LINE 7 BELOW FOR FURTHER INFORMATION.
- SCHEDULE J, PART I, LINE 7
- THE CHIEF INVESTMENT OFFICER, DEPUTY CHIEF INVESTMENT OFFICER, MANAGING DIRECTORS OF INVESTMENTS, AND CHIEF OPERATING OFFICER OF INVESTMENT MANAGEMENT COMPENSATION ARRANGEMENTS PROVIDE FOR BOTH FIXED BASE COMPENSATION AND INCENTIVE COMPENSATION, MOST OF WHICH IS BASED ON THE PERFORMANCE OF THE UNIVERSITY'S INVESTMENT PORTFOLIO RELATIVE TO PRE-ESTABLISHED PEER AND MARKET BENCHMARKS. THE ANNUAL INCENTIVE PLAN IS COMPRISED OF THREE COMPONENTS: TWO OF WHICH ARE BASED UPON A FIXED FORMULA AND ONE WHICH IS BASED ON QUALITATIVE FACTORS. FOR THE DEPUTY CHIEF INVESTMENT OFFICER, MANAGING DIRECTORS, AND CHIEF OPERATING OFFICER, THE LATTER IS DETERMINED AT THE DISCRETION OF THE INVESTMENT MANAGEMENT COMPANY'S GOVERNING BOARD UNDER AUTHORITY ASSIGNED BY THE UNIVERSITY BOARD OF TRUSTEES TO OVERSEE MANAGEMENT OF THE UNIVERSITY'S ENDOWMENT. THE CHIEF INVESTMENT OFFICER'S INCENTIVES PACKAGE IS RECOMMENDED BY THE INVESTMENT MANAGEMENT COMPANY'S GOVERNING BOARD, THEN THE EXECUTIVE COMMITTEE APPROVES THE PACKAGE ACTING ON BEHALF OF THE BOARD OF TRUSTEES. OTHER OFFICERS HAVE AGREEMENTS THAT CONTAIN INCENTIVE COMPENSATION COMPONENTS WHICH ARE AWARDED BASED ON SPECIFICALLY IDENTIFIED GOALS OR OVERALL PERFORMANCE, AS DETERMINED BY THE CHANCELLOR. OTHER NON-FIXED BONUS PAYMENTS MAY BE AWARDED TO OFFICERS AT THE DISCRETION OF THE CHANCELLOR. THE MAXIMUM TOTAL PAYOUT OF BONUSES DURING THE YEAR IS APPROVED BY THE COMPENSATION COMMITTEE.
- SCHEDULE J, PART I, LINE 8
- THE UNIVERSITY APPLIES THE INITIAL CONTRACT EXCEPTION TO OFFICERS WHOSE EMPLOYMENT WITH THE UNIVERSITY BEGAN DURING THE FISCAL YEAR. DURING FISCAL YEAR 2024, THIS INCLUDED TWO (2) INDIVIDUALS.
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
-
REGENTS OF THE UNIVERSITY OF CALIFORNIA
$4,647,844
RESEARCH
-
$4,221,543
RESEARCH
-
REGENTS OF THE UNIVERSITY OF MINNESOTA
$4,140,079
RESEARCH
-
$2,883,919
RESEARCH
-
$2,846,842
RESEARCH
-
GENERAL HOSPITAL CORP DBA MASSACHUSETT
$2,600,223
RESEARCH
-
$2,571,896
RESEARCH
-
REGENTS OF THE UNIVERSITY OF MICHIGAN
$2,001,975
RESEARCH
-
$1,992,312
RESEARCH
-
VANDERBILT UNIVERSITY MEDICAL CENTER
$1,845,612
RESEARCH
The 10 largest by cash amount. The API serves every itemized grant.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
BARNARD FREE SKIN & CANCER HOSPITAL
501(C)(3) · PATIENT CARE · MO · controlled entity
Directly controlled by WASH U
-
501(C)(3) · MEMBER SUPPRT · MO · controlled entity
Directly controlled by WASH U
-
501(C)(25) · HOLDING COMPA · MO · controlled entity
Directly controlled by WASH U
-
UK FRIENDS OF WASHU LIMITED
501(C)(3) · RESEARCH & ED · UK · controlled entity
Directly controlled by WASH U
-
501(C)(3) · MEMBER SUPPRT · MO
Directly controlled by NA
-
WASH U PHYSICIANS IN ILLINOIS INC
501(C)(3) · PATIENT CARE · IL · controlled entity
Directly controlled by WASH U
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 13 May 2025
- IRS schema version
- 2023v6.0
- Source object
- 202531349349312818
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.