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Nonprofiteer
← MIDWESTERN UNIVERSITY

Form 990 for tax year 2023

Filed by MIDWESTERN UNIVERSITY.

Totals

Total revenue
$537,500,528
Total expenses
$422,759,778
Contributions and grants received
$7,422,721
Grants paid
$4,744,257
Program service revenue
$488,935,905
Investment income
$39,562,726
Other revenue
$1,579,176
Total assets, end of year
$2,090,861,127
Total liabilities, end of year
$279,140,973
Net assets or fund balances, end of year
$1,811,720,154
Program services expenses (Part IX)
$392,147,543
Management and general expenses
$29,878,753
Fundraising expenses
$733,482
Program service expenses (Part III)
$392,147,543

Program services were 92.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • JANET R BOLTON CFP CIMA

    CHAIRPERSON, TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • JEAN L BAXTER JD

    VICE CHAIRPERSON, TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • KATHLEEN H GOEPPINGER PHD

    PRESIDENT, CEO, TRUSTEE

    Total calculated
    $1,878,648
    From this org
    $1,826,086
    From related orgs
    $0
    Other
    $52,562
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $973,199
    Bonus
    $606,015
    Other
    $246,872
    Deferred
    $33,000
    Nontaxable benefits
    $19,562
    Filer's total
    $1,878,648

  • KENNETH R HERLIN MA MBA CPA

    SECRETARY, TREASURER, TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • CHARA REID-REED PHARM D

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • GREGORY J GAUS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • JOHN LADOWICZ MBA

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • KEVIN D LEAHY FACHE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • MADELINE R LEWIS DO

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • MARILYN KENT TAPAJNA MAT CCC-SLP

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • MICHAEL J BLEND PHD DO

    TRUSTEE - retired December 13, 2023

    Total calculated
    $0
    Hours/week
    1

  • MICHAEL M BOND DO

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • MICHAEL P KAMRADT MBA

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • NICHOLAS C ZAGOTTA JD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • RONALD D TUCKER USN Retired

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Sr ANNE C LEONARD CND

    LIFE TRUSTEE AS OF DECEMBER 6, 2022

    Total calculated
    $0
    Hours/week
    0

  • STEVEN R CHANEN JD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • WARREN B GRAYSON JD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • AMY GIBSON MS PHR SHRM-SCP

    VICE PRESIDENT, HUMAN RESOURCES GANIZATIONAL DEVELOPMENT

    Total calculated
    $511,738
    From this org
    $474,002
    From related orgs
    $0
    Other
    $37,736
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $367,907
    Bonus
    $95,550
    Other
    $10,545
    Deferred
    $33,000
    Nontaxable benefits
    $4,736
    Filer's total
    $511,738

  • ANGELA MARTY MA PHR

    SR. VICE PRESIDENT ADMINISTRATION AND COMMUNICATIONS

    Total calculated
    $724,185
    From this org
    $661,285
    From related orgs
    $0
    Other
    $62,900
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $372,423
    Bonus
    $163,800
    Other
    $125,062
    Deferred
    $33,000
    Nontaxable benefits
    $29,900
    Filer's total
    $724,185

  • BARBARA L MCCLOUD ESQ

    VICE PRESIDENT & GENERAL COUNSEL

    Total calculated
    $655,826
    From this org
    $608,699
    From related orgs
    $0
    Other
    $47,127
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $449,917
    Bonus
    $83,673
    Other
    $75,109
    Deferred
    $33,000
    Nontaxable benefits
    $14,127
    Filer's total
    $655,826

  • DANIEL TAPIA EdD

    VICE PRESIDENT OF OPERATIONS

    Total calculated
    $590,965
    From this org
    $528,147
    From related orgs
    $0
    Other
    $62,818
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $376,436
    Bonus
    $132,347
    Other
    $19,364
    Deferred
    $33,000
    Nontaxable benefits
    $29,818
    Filer's total
    $590,965

  • GREGORY L O'COYNE CPA

    VICE PRESIDENT, FINANCE

    Total calculated
    $527,115
    From this org
    $464,769
    From related orgs
    $0
    Other
    $62,346
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $332,210
    Bonus
    $122,912
    Other
    $9,647
    Deferred
    $33,000
    Nontaxable benefits
    $29,346
    Filer's total
    $527,115

  • JOSHUA C BAKER OD MS

    SR. VICE PRESIDENT & CHIEF ACADEMIC OFFICER

    Total calculated
    $968,431
    From this org
    $904,333
    From related orgs
    $0
    Other
    $64,098
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $540,942
    Bonus
    $273,846
    Other
    $89,545
    Deferred
    $33,000
    Nontaxable benefits
    $31,098
    Filer's total
    $968,431

  • KAILA M DOUGHERTY OD FAAO

    VICE PRESIDENT, CLINIC OPERATIONS

    Total calculated
    $565,287
    From this org
    $502,820
    From related orgs
    $0
    Other
    $62,467
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $362,316
    Bonus
    $126,603
    Other
    $13,901
    Deferred
    $33,000
    Nontaxable benefits
    $29,467
    Filer's total
    $565,287

  • MARY LEE PHARM D

    VICE PRESIDENT, ASSISTANT TO THE PRESIDENT

    Total calculated
    $348,072
    From this org
    $316,720
    From related orgs
    $0
    Other
    $31,352
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $279,505
    Bonus
    $0
    Other
    $37,215
    Deferred
    $28,032
    Nontaxable benefits
    $3,320
    Filer's total
    $348,072

  • MATTHEW J SWEENEY CPA

    ASSISTANT TREASURER, CFO, VICE PRESIDENT

    Total calculated
    $771,890
    From this org
    $708,646
    From related orgs
    $0
    Other
    $63,244
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $435,042
    Bonus
    $240,375
    Other
    $33,229
    Deferred
    $33,000
    Nontaxable benefits
    $30,244
    Filer's total
    $771,890

  • VICTORIA B FRANKS MAdm

    VICE PRESIDENT, MULTICULTURAL AFFAIRS AND COMMUNITY OUTREACH

    Total calculated
    $235,696
    From this org
    $194,947
    From related orgs
    $0
    Other
    $40,749
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $190,509
    Bonus
    $0
    Other
    $4,438
    Deferred
    $20,198
    Nontaxable benefits
    $20,551
    Filer's total
    $235,696

  • YIR GLORIA YUEH PHD

    VICE PRESIDENT, CHIEF ACADEMIC OFFICER

    Total calculated
    $636,250
    From this org
    $573,326
    From related orgs
    $0
    Other
    $62,924
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $427,665
    Bonus
    $106,400
    Other
    $39,261
    Deferred
    $33,000
    Nontaxable benefits
    $29,924
    Filer's total
    $636,250

  • HAROLD J HAERING DMD

    DEAN, COLLEGE OF DENTAL MEDICINE - ILLINOIS

    Total calculated
    $624,451
    From this org
    $569,579
    From related orgs
    $0
    Other
    $54,872
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $395,963
    Bonus
    $112,545
    Other
    $61,071
    Deferred
    $33,000
    Nontaxable benefits
    $21,872
    Filer's total
    $624,451

  • LORI A KEMPER DO

    DEAN OF MEDICINE - AZ

    Total calculated
    $610,974
    From this org
    $555,970
    From related orgs
    $0
    Other
    $55,004
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $408,305
    Bonus
    $85,475
    Other
    $62,190
    Deferred
    $33,000
    Nontaxable benefits
    $22,004
    Filer's total
    $610,974

  • MITCHELL R EMERSON PHD

    DEAN, COLLEGES OF PHARMACY

    Total calculated
    $609,055
    From this org
    $546,006
    From related orgs
    $0
    Other
    $63,049
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $401,146
    Bonus
    $92,905
    Other
    $51,955
    Deferred
    $33,000
    Nontaxable benefits
    $30,049
    Filer's total
    $609,055

  • ROSS J KOSINSKI PHD

    DEAN STUDENT SERVICES - Last Day of Work Dec 15, 2023

    Total calculated
    $704,593
    From this org
    $650,853
    From related orgs
    $0
    Other
    $53,740
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $314,832
    Bonus
    $106,633
    Other
    $229,388
    Deferred
    $33,000
    Nontaxable benefits
    $20,740
    Filer's total
    $704,593

  • THOMAS A BOYLE DO

    DEAN OF MEDICINE - IL

    Total calculated
    $607,636
    From this org
    $552,669
    From related orgs
    $0
    Other
    $54,967
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $402,682
    Bonus
    $88,529
    Other
    $61,458
    Deferred
    $33,000
    Nontaxable benefits
    $21,967
    Filer's total
    $607,636

  • KYLE H RAMSEY PHD

    VICE PRESIDENT & CHIEF ACADEMIC OFFICER - Last Day of work June 30, 2023

    Total calculated
    $672,650
    From this org
    $624,693
    From related orgs
    $0
    Other
    $47,957
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $243,634
    Bonus
    $138,084
    Other
    $242,975
    Deferred
    $33,000
    Nontaxable benefits
    $14,957
    Filer's total
    $672,650

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, and on a Form 990-PF Part VIII's — 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 · Tax indemnification and gross-up payments
  • 1a · Health or social club dues or initiation fees
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

Schedule J, Part I, Line 1a First-class or charter travel
THE UNIVERSITY ALLOWS FOR FIRST CLASS TRAVEL FOR ITS President/CEO, SR VP/CFO, SR VP/CAO, AND THE SR. VP OF ADMINISTRATION AND COMMUNICATIONS AND ALLOWS FOR OTHER KEY EMPLOYEES WITH RESPONSIBILITIES ON BOTH CAMPUSES TO PURCHASE FIRST CLASS UPGRADES. FIRST CLASS TRAVEL IS NOT CONSIDERED COMPENSATION.
Schedule J, Part I, Line 1a Tax indemnification and gross-up payments
THE UNIVERSITY PROVIDES CERTAIN OFFICERS AND EMPLOYEES WITH TAX GROSS UP PAYMENTS. FOR ONE EMPLOYEE, THE UNIVERSITY PROVIDES A TAX GROSS UP ON CAR ALLOWANCES. THE UNIVERSITY ALSO PROVIDES A CURRENT PAYMENT IN LIEU OF A CONTRIBUTION TO ITS QUALIFIED RETIREMENT PLAN TO EMPLOYEES WHOSE COMPENSATION EXCEEDS CODE LIMITS ON CONTRIBUTIONS TO THE QUALIFIED PLANS. GROSS UPS ARE PAID ON SUCH PAYMENTS TO ACCOUNT FOR THE FACT THAT SUCH PAYMENTS ARE NOT SUBJECT TO DEFERRAL AND OTHER TAX BENEFITS ASSOCIATED WITH QUALIFIED RETIREMENT PLANS. THE UNIVERSITY PROVIDES TUITION ASSISTANCE TO ALL LEVELS OF EMPLOYEES WHOSE DEPENDENTS ATTEND THE UNIVERSITY. THIS BENEFIT IS TAXABLE AND INCLUDES A TAX GROSS UP PAYMENT. LISTED ON SCHEDULE J PART II, RECIPIENTS WHO RECEIVED THE BENEFIT: ANGELA MARTY MS, SR. VP ADMINISTRATION AND COMMUNICATIONS $40,786
Schedule J, Part I, Line 1a Health or social club dues or initiation fees
IN 2016, THE UNIVERSITY PAID SOCIAL/COUNTRY CLUB DUES FOR THE CEO AS PROVIDED FOR IN THE CEO'S EMPLOYMENT CONTRACT. THE SOCIAL CLUB DUES PAID IN 2016 COVERED A MULTI-YEAR MEMBERSHIP. THE CLUB IS USED FOR BUSINESS PURPOSES ONLY AND IS THEREFORE NOT TAXABLE TO THE INDIVIDUAL. THE UNIVERSITY PAID ADMIRAL CLUB DUES FOR CERTAIN OFFICERS AND EMPLOYEES WHO TRAVEL BETWEEN GLENDALE, ARIZONA AND DOWNERS GROVE, ILLINOIS. LISTED ON SCHEDULE J, PART II, RECIPIENTS WHO RECEIVED THE BENEFIT: ANGELA MARTY, SENIOR VP, ADMINISTRATION AND COMMUNICATIONS $500 JOSHUA BAKER, VP, CAO OPTOMETRY, PHARMACY, AND VETERINARY EDUCATION $500 BARBARA L. MCCLOUD ESQ, VP & GENERAL COUNSEL $550 MATTHEW J SWEENEY, ASSISTANT TREASURER/CFO/SENIOR VP $500 DANIEL TAPIA, VICE PRESIDENT OF OPERATIONS $650 GREGORY L O'COYNE, VP FINANCE $575 AMY GIBSON, VICE PRESIDENT, HUMAN RESOURCES AND ORGANIZATIONAL DEVELOPMENT $750 KAILA M DOUGHERTY, VICE PRESIDENT, CLINIC OPERATIONS $550 MITCHELL EMERSON, DEAN, COLLEGE OF PHARMACY $525 YIR GLORIA YUEH, VICE PRESIDENT AND CHIEF ACADEMIC OFFICER $450 VICTORIA FRANKS, VICE PRESIDENT, MULTICULTURAL AFFAIRS AND COMMUNITY OUTREACH $775
Schedule J, Part I, Line 7 DETERMINATION OF BONUS & INCENTIVE COMPENSATION
LISTED OFFICERS AND DEANS CAN RECEIVE AT-RISK COMPENSATION WHICH IS A PERCENTAGE OF THEIR BASE COMPENSATION AS ADDITIONAL COMPENSATION, BASED UPON ATTAINMENT OF VARIOUS PREDETERMINED PERFORMANCE RELATED GOALS FOR THE INDIVIDUALS INVOLVED, ALL AS REFLECTED IN COMPREHENSIVE WRITTEN PERFORMANCE APPRAISALS, AND AT RISK INCENTIVE GOALS.

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

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.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

Provenance

Return type
form_990
Tax year
2023
Filed
14 May 2025
IRS schema version
2023v6.0
Source object
202521349349312357

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