Form990
Click to see attachment
Department of the Treasury
Internal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)
MediumBullet Do not enter Social Security numbers on this form as it may be made public. By law, the IRS
generally cannot redact the information on the form.
MediumBullet Information about Form 990 and its instructions is at www.IRS.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
A For the 2013 calendar year, or tax year beginning 07-01-2013 , 2013, and ending 06-30-2014
BCheck if applicable:
CName of organization
The Medical College of Wisconsin Inc
 
Doing Business As
 
 
Number and street (or P.O. box if mail is not delivered to street address)
8701 Watertown Plank Road
Suite
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Milwaukee, WI532263548
D Employer identification number

39-0806261
E Telephone number

G Gross receipts $ 1,666,495,990
F Name and address of principal officer:
JOHN R RAYMOND SR MD
8701 Watertown Plank Road
Milwaukee,WI532263548
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
http://www.mcw.edu
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:
 
L Year of formation: 1918
M State of legal domicile: WI
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: TO BE A NATIONAL LEADER IN THE EDUCATION AND DEVELOPMENT OF THE NEXT GENERATION OF PHYSICIANS AND SCIENTISTS; (CONTINUED IN SCHEDULE O)
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 28
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 16
5 Total number of individuals employed in calendar year 2013 (Part V, line 2a) ...... 5 6,166
6 Total number of volunteers (estimate if necessary) ............. 6 80
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a -3,765
b Net unrelated business taxable income from Form 990-T, line 34 ......... 7b -38,059
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 150,411,593 148,438,376
9 Program service revenue (Part VIII, line 2g) ......... 752,674,825 782,600,595
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 47,041,375 59,092,002
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 695,347 743,285
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 950,823,140 990,874,258
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 36,227,542 38,138,093
14 Benefits paid to or for members (Part IX, column (A), line 4)..... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 672,053,382 691,256,111
16a Professional fundraising fees (Part IX, column (A), line 11e)..... 34,729 36,403
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet3,017,743    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 194,224,976 185,820,397
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 902,540,629 915,251,004
19 Revenue less expenses. Subtract line 18 from line 12....... 48,282,511 75,623,254
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 1,603,116,222 1,828,250,839
21 Total liabilities (Part X, line 26)............. 392,655,012 427,170,504
22 Net assets or fund balances. Subtract line 21 from line 20..... 1,210,461,210 1,401,080,335
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name MediumBullet

Firm's EIN MediumBullet
Firm's address MediumBullet



Phone no.
May the IRS discuss this return with the preparer shown above? (see instructions) ............
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y
Form 990 (2013)
Form 990 (2013)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III ..............
1
Briefly describe the organization’s mission: TO BE A NATIONAL LEADER IN THE EDUCATION AND DEVELOPMENT OF THE NEXT GENERATION OF PHYSICIANS AND SCIENTISTS; (CONTINUED IN SCHEDULE O)
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? ......................
If "Yes," describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program services? ............................
If "Yes," describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 86,987,825 including grants of $ 8,157,011 ) (Revenue $ 58,234,696 )
Education - There are more than 1,200 students enrolled in degree-granting educational programs at the Medical College of Wisconsin (MCW). This includes 817 medical students, and more than 400 graduate students. MCW faculty supervise approximately 670 physicians in residency training and 180 physicians in fellowship training through the Medical College of Wisconsin Affiliated Hospitals. Approximately 160 scientists are engaged in postdoctoral research fellowship training through the Graduate School of Biomedical Sciences. (CONTINUED IN SCHEDULE O)
4b (Code:   ) (Expenses $ 217,187,664 including grants of $ 25,465,347 ) (Revenue $ 19,520,027 )
Research - In fiscal year 2014, MCW faculty received approximately $138 million in external support for research from governmental and non-governmental grants and contracts. This total includes highly competitive research and training awards from the National Institutes of Health (NIH). During the Federal government's fiscal year 2014, the MCW received approximately $79.5 million in NIH funding and ranked 46th among the nation's 137 medical schools receiving NIH research funding. This places MCW in the top third of medical schools receiving NIH funding. (CONTINUED IN SCHEDULE O)
4c (Code:   ) (Expenses $ 508,527,387 including grants of $ 0 ) (Revenue $ 703,913,322 )
Patient Care - Approximately 1,510 Medical College of Wisconsin physicians and more than 600 nurse practitioners, physician assistants, and other health care practitioners provide adult patient care as the Medical College Physicians and pediatric patient care through Children's Specialty Group, a joint venture with Children's Hospital and Health System. The Medical College of Wisconsin physician practice includes doctors in every specialty and subspecialty of medicine. (CONTINUED IN SCHEDULE O)
4d Other program services (Describe in Schedule O.)
(Expenses $ 11,682,958 including grants of $ 4,515,735 ) (Revenue $ 932,550 )
4e Total program service expensesMediumBullet824,385,834
Form 990 (2013)
Form 990 (2013)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule AClick to see attachment........................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors (see instructions)? Click to see attachment...
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part IClick to see attachment..........
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part IIClick to see attachment........
4
Yes
 
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If "Yes," complete Schedule C,
Part IIIClick to see attachment............................
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part IClick to see attachment........................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part IIClick to see attachment...
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes," complete Schedule D, Part III Click to see attachment....................
8
 
No
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IVClick to see attachment..............
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments? If "Yes," complete Schedule D, Part VClick to see attachment......
10
Yes
 
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10?
If "Yes," complete Schedule D, Part VI.Click to see attachment...................
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIClick to see attachment.......
11b
Yes
 
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIIClick to see attachment.......
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IXClick to see attachment............
11d
 
No
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part XClick to see attachment
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part XClick to see attachment.........................
11f
Yes
 
12a
Did the organization obtain separate, independent audited financial statements for the tax year?
If "Yes," complete Schedule D, Parts XI and XII Click to see attachment.................
12a
 
No
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment
12b
Yes
 
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule EClick to see attachment....
13
Yes
 
14a
Did the organization maintain an office, employees, or agents outside of the United States?.....
14a
Yes
 
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV......... Click to see attachment
14b
Yes
 
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IVClick to see attachment
15
Yes
 
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV... Click to see attachment
16
 
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I (see instructions).... Click to see attachment
17
Yes
 
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............ Click to see attachment
18
Yes
 
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III................... Click to see attachment
19
Yes
 
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....
20a
 
No
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
 
 
Form 990 (2013)
Form 990 (2013)
Page 4
Part IV
Checklist of Required Schedules (continued)
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II... Click to see attachment
21
Yes
 
22
Did the organization report more than $5,000 of grants or other assistance to individuals in the United States on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........ Click to see attachment
22
Yes
 
23
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5 about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J....................... Click to see attachment
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a................ Click to see list of attachments
24a
Yes
 
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
Yes
 
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds?......................
24c
 
No
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
No
25a
Section 501(c)(3) and 501(c)(4) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I........ Click to see attachment
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I................... Click to see attachment
25b
 
No
26
Did the organization report any amount on Part X, line 5, 6, or 22 for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons? If so, complete Schedule L, Part II.................... Click to see attachment
26
 
No
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part III......... Click to see attachment
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L, Part IV .......................... Click to see attachment
28a
 
No
b
A family member of a current or former officer, director, trustee, or key employee? If "Yes,"
complete Schedule L, Part IV..................... Click to see attachment
28b
Yes
 
c
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner? If "Yes," complete Schedule L, Part IV... Click to see attachment
28c
Yes
 
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..Click to see attachment
29
Yes
 
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M............. Click to see attachment
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N,
Part I...........................
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II......................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I........ Click to see attachment
33
 
No
34
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1........................ Click to see attachment
34
Yes
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
Yes
 
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2... Click to see attachment
35b
Yes
 
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2............. Click to see attachment
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VIClick to see attachment
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Form 990 (2013)
Form 990 (2013)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V ..............
Yes
No
1a
Enter the number reported in Box 3 of Form 1096 Enter -0- if not applicable ..
1a
923
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable .
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................
2a
6,166
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file (see instructions)
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
Yes
 
b
If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...
3b
Yes
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)?..........................
4a
 
No
b
If "Yes," enter the name of the foreign country: MediumBullet
See instructions for filing requirements for Form TD F 90-22.1, Report of Foreign Bank and Financial Accounts.
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions?...
6a
 
No
b
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?........................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?....................
7a
Yes
 
b
If "Yes," did the organization notify the donor of the value of the goods or services provided?.....
7b
Yes
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?...........................
7c
 
No
d
If "Yes," indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?............................
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?............................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?..........................
7h
 
 
8
Sponsoring organizations maintaining donor advised funds and section 509(a)(3) supporting organizations. Did the supporting organization, or a donor advised fund maintained by a sponsoring organization, have excess business holdings at any time during the year?............
8
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
Did the organization make any taxable distributions under section 4966?..........
9a
 
 
b
Did the organization make a distribution to a donor, donor advisor, or related person?.......
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If "Yes," enter the amount of tax-exempt interest received or accrued during the year. ....................
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state?
Note. See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....
13b
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
Form 990 (2013)
Form 990 (2013)
Page 6
Part VI
Governance, Management, and Disclosure For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response or note to any line in this Part VI ..............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year .....................
1a
28
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent ...................
1b
16
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
Yes
 
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? ...........................
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
 
No
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
Yes
 
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
 
No
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .........................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
 
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
Yes
 
b
Describe in Schedule O the process, if any, used by the organization to review this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If "No," go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe in Schedule O how this was done.......................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes" to line 15a or 15b, describe the process in Schedule O (see instructions).
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
Yes
 
b
If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
Yes
 
Section C. Disclosure
17
List the States with which a copy of this Form 990 is required to be filedMediumBullet
MD , MI , NH , OR , SC , WI
18
Section 6104 requires an organization to make its Form 1023 (or 1024 if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, physical address, and telephone number of the person who possesses the books and records of the organization:
MediumBulletPAMELA J STANICKCONTROLLER8701 WATERTOWN PLANK ROADMILWAUKEEWI53226 (414) 955-8665
Form 990 (2013)
Form 990 (2013)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line in this Part VII ..............
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest
compensated employees; and former such persons.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A)
Name and Title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) JOHN R RAYMOND SR MD........................................................................
TRUSTEE/PRESIDENT AND CEO
 40.0
.......................   		X   X       808,744   125,597
(2) JOSEPH KERSCHNER MD........................................................................
TRUSTEE/DEAN AND EXEC VP
 40.0
.......................   		X   X       836,040   129,746
(3) JON D HAMMES........................................................................
TRUSTEE/CHAIRMAN
 .5
.......................   		X   X       0   0
(4) EDWARD J ZORE........................................................................
TRUSTEE/IMMEDIATE PAST CHAIR
 .5
.......................   		X   X       0   0
(5) MARY ELLEN STANEK........................................................................
TRUSTEE/VICE CHAIRMAN
 .5
.......................   		X   X       0   0
(6) STEPHEN ROELL........................................................................
TRUSTEE/SECRETARY
 .5
.......................   		X   X       0   0
(7) P MICHAEL MAHONEY........................................................................
TRUSTEE/TREASURER
 .5
.......................   		X   X       0   0
(8) ELIZABETH BRENNER........................................................................
TRUSTEE
 .5
.......................   		X           0   0
(9) JOHN BYRNES........................................................................
TRUSTEE
 .5
.......................   		X           0   0
(10) ALLEN COWLEY JR PHD........................................................................
TRUSTEE
 40.0
.......................   		X           375,472   47,380
(11) CURT S CULVER........................................................................
TRUSTEE
 .5
.......................   		X           0   0
(12) RICARDO DIAZ........................................................................
TRUSTEE
 .5
.......................   		X           0   0
(13) SUSAN A FEITH........................................................................
TRUSTEE
 .5
.......................   		X           0   0
(14) PHILIP B FLYNN........................................................................
TRUSTEE
 .5
.......................   		X           0   0
(15) JOSEPH E GEENEN MD........................................................................
TRUSTEE
 .5
.......................   		X           0   0
(16) TED D KELLNER........................................................................
TRUSTEE
 .5
.......................   		X           0   0
(17) GALE E KLAPPA........................................................................
TRUSTEE
 .5
.......................   		X           0   0
Form 990 (2013)
Form 990 (2013)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and Title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(18) PAUL F KNOEBEL........................................................................
TRUSTEE
 .5
.......................   		X           0   0
(19) CORY L NETTLES........................................................................
TRUSTEE
 .5
.......................   		X           0   0
(20) WAYNE C OLDENBURG........................................................................
TRUSTEE
 .5
.......................   		X           0   0
(21) JOHN S SHIELY........................................................................
TRUSTEE
 .5
.......................   		X           0   0
(22) THOMAS L SPERO........................................................................
TRUSTEE
 .5
.......................   		X           0   0
(23) OWEN J SULLIVAN........................................................................
TRUSTEE
 .5
.......................   		X           0   0
(24) JULIA A UIHLEIN PHD........................................................................
TRUSTEE
 8.0
.......................   		X           8,960   0
(25) GREGORY M WESLEY........................................................................
TRUSTEE
 .5
.......................   		X           0 0 0
(26) JAY B WILLIAMS........................................................................
TRUSTEE
 .5
.......................   		X           0   0
(27) THOMAS WITTMANN MD........................................................................
TRUSTEE
 .5
.......................   		X           0   0
(28) CARLENE ZIEGLER........................................................................
TRUSTEE
 .5
.......................   		X           0   0
(29) RAVINDRA P MISRA PHD........................................................................
DEAN OF GRADUATE SCHOOL
 40.0
.......................   		    X       163,077   23,824
(30) G ALLEN BOLTON JR........................................................................
SENIOR VP AND COO
 40.0
.......................   		    X       496,505   96,116
(31) DANIEL WICKEHAM........................................................................
VP - CORPORATE COMPLIANCE
 40.0
.......................   		    X       214,925   42,785
(32) KATHRYN A KUHN........................................................................
VP - GOVT/COMM RELATIONS
 40.0
.......................   		    X       199,317   42,613
(33) SHERRI DUCHARME-WHITE........................................................................
VP - HUMAN RESOURCES
 40.0
.......................   		    X       250,760   48,246
(34) DAVID HOTCHKISS........................................................................
VP - INFO SERVICES/CIO
 40.0
.......................   		    X       221,392   49,484
(35) ALICE ARCHABAL........................................................................
VP - INST ADVANCE AT 7/29/13
 40.0
.......................   		    X       140,290   8,422
(36) JAMES W HEALD........................................................................
VP - INST ADVANCE TO 7/28/13
 40.0
.......................   		    X       183,229   32,120
(37) CHERYL MAURANA PHD........................................................................
VP - STRATEGIC OUTREACH
 40.0
.......................   		    X       370,350   46,664
(38) SARAH D COHN JD........................................................................
VP - GENERAL COUNSEL/ASST SEC
 40.0
.......................   		    X       333,406   30,683
(39) MARJORIE SPENCER........................................................................
CHIEF FINANCIAL OFFICER
 40.0
.......................   		    X       339,701   45,746
(40) ROY L SILVERSTEIN MD........................................................................
CHAIR DEPT OF MEDICINE/PROF
 40.0
.......................   		      X     568,646   45,735
(41) ROBERT LANE MD........................................................................
CHAIR DEPT PEDS/PROF 1/28/13
 40.0
.......................   		      X     479,349   42,805
(42) KEVIN J KELLY MD........................................................................
INT CHAIR PEDS/PROF TO 1/27/13
 5.0
.......................35.0 		      X     166,448   23,970
(43) DENNIS MAIMAN MD PHD........................................................................
PROF & CHAIR OF NEUROSURGERY
 40.0
.......................   		        X   1,680,919   46,125
(44) JAMES S TWEDDELL MD........................................................................
PROF & CHIEF OF CARDIO SURGERY
 2.0
.......................38.0 		        X   1,892,701   45,408
(45) JOHNNY C HONG MD........................................................................
ASSOC PROF& CHIEF TRANSPL SURG
 40.0
.......................   		        X   1,079,965   45,618
(46) J CHANNING TASSONE MD........................................................................
ASSOC PROF OF ORTHO SURGERY
  
.......................40.0 		        X   1,194,755   45,843
(47) JOHN G THOMETZ MD........................................................................
PROF OF ORTHOPAEDIC SURGERY
  
.......................40.0 		        X   1,154,425   45,690
(48) ANN NATTINGER MD MPH........................................................................
PROF/FORMER INT CHAIR DEPT MED
 40.0
.......................   		          X 350,855   48,077
(49) ROBERT M KLIEGMAN MD........................................................................
PROF/FORMER CHAIR DEPT OF PEDS
 13.0
.......................27.0 		          X 237,494   44,319
(50) JONATHAN I RAVDIN MD........................................................................
FORMER TRUSTEE/DEAN & EXEC VP
 0.0
.......................   		          X 206,316   0
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 13,954,041 0 1,203,016
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organizationMediumBullet1,349
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............
3
Yes
 
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such individual...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address 		(B)
Description of services 		(C)
Compensation
NATL MARROW DONOR PROGRAM, 3433 BROADWAY STREET NE 400MINNEAPOLISMN55413 RESEARCH SUBCONTRACT 7,026,279
Medical College of WI Affiliated Ho, 8701 watertown plank roadMILWAUKEEWI53226 RESIDENT SERVICES 4,286,142
FROEDTERT MEMORIAL LUTHERAN HOSPITA, 9200 W WISCONSIN AVEMILWAUKEEWI53226 SHARED SERVICES 3,492,858
Dedicated Computing Enterprise Solu, 10400 Innovation DR 100MILWAUKEEWI53226 Information Systems 6,171,787
CARDIOLOGY JOINT VENTURE LLC, 400 W River Woods ParkwayMILWAUKEEWI53212 Physician Services 5,519,286
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet144
Form 990 (2013)
Form 990 (2013)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII .............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512-514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues....1b  
c Fundraising events....1c 490,309
d Related organizations...1d  
e Government grants (contributions)1e 119,527,090
f All other contributions, gifts, grants, and
similar amounts not included above1f 		28,420,977
g Noncash contributions included in lines
1a-1f:$ 		1,024,807
h Total. Add lines 1a-1f.......MediumBullet 148,438,376
Program Service RevenueAmt Business Code
2a CLINICAL PRACTICE PLAN REVENUE 621110 480,169,018 480,163,802 5,216  
b PHYSICIAN CONTRACTS/AFFILIATE SVCS 621110 118,570,490 118,570,490    
c MEDICARE/MEDICAID PAYMENTS 621110 109,994,125 109,994,125    
d MEDICAL INSTRUCTION TUITION AND FEES 611600 44,148,822 44,148,822    
e NON-GOVERNMENTAL GRANTS AND CONTRACTS 541700 17,384,382 17,384,382    
f All other program service revenue . 12,333,758 12,333,758    
g Total. Add lines 2a–2f........MediumBullet 782,600,595
OtherAmt RevenueAmt 3 Investment income (including dividends, interest, and other similar amounts).......MediumBullet 24,424,734   -25,136 24,449,870
4 Income from investment of tax-exempt bond proceeds..MediumBullet 100,965     100,965
5 Royalties...........MediumBullet 599,607     599,607
(i) Real (ii) Personal
6a Gross rents 2,936,661  
b Less: rental expenses 2,780,700  
c Rental income or (loss) 155,961 0
d Net rental income or (loss).......MediumBullet 155,961     155,961
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 697,104,217 9,976,184
b Less: cost or other basis and sales expenses 671,476,511 1,037,587
c Gain or (loss) 25,627,706 8,938,597
d Net gain or (loss)..........MediumBullet 34,566,303     34,566,303
8a Gross income from fundraising events (not including
$ 490,309
of contributions reported on line 1c). See Part IV, line 18 ..
a 244,659
b Less: direct expenses ...b 284,137
c Net income or (loss) from fundraising events..MediumBullet -39,478   -39,478
9a Gross income from gaming activities.
See Part IV, line 19 ...
a 24,710
b Less: direct expenses ...b 13,670
c Net income or (loss) from gaming activities...MediumBullet 11,040     11,040
10a Gross sales of inventory, less
returns and allowances .
a 45,282
b Less: cost of goods sold ..b 29,127
c Net income or (loss) from sales of inventory..MediumBullet 16,155   16,155  
Miscellaneous Revenue Business Code
11a            
b            
c            
d All other revenue ....        
e Total. Add lines 11a–11d ...... MediumBullet 0
12 Total revenue. See Instructions......MediumBullet 990,874,258 782,595,379 -3,765 59,844,268
Form 990 (2013)
Form 990 (2013)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).Check if Schedule O contains a response or note to any line in this Part IX ...............
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII. 		(A)
Total expenses 		(B)
Program service expenses 		(C)
Management and general expenses 		(D)
Fundraising expenses
1 Grants and other assistance to governments and organizations in the United States. See Part IV, line 21 28,834,002 28,834,002
2 Grants and other assistance to individuals in the United States. See Part IV, line 22 8,127,337 8,127,337
3 Grants and other assistance to governments, organizations, and individuals outside the United States. See Part IV, lines 15 and 16 1,176,754 1,176,754
4 Benefits paid to or for members 0  
5 Compensation of current officers, directors, trustees, and key employees .... 6,949,049 2,384,070 3,969,724 595,255
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .... 1,555,167 1,555,167    
7 Other salaries and wages 552,383,717 513,014,846 37,850,893 1,517,978
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 32,887,819 30,251,182 2,531,388 105,249
9 Other employee benefits ....... 67,991,086 62,803,600 4,973,979 213,507
10 Payroll taxes ........... 29,489,273 26,960,087 2,434,796 94,390
11 Fees for services (non-employees):        
a Management ...... 0      
b Legal ......... 626,992 409,951 217,041  
c Accounting ........... 533,073   533,073  
d Lobbying ........... 249,224 249,224    
e Professional fundraising services. See Part IV, line 17 36,403 36,403
f Investment management fees ...... 4,469,302   4,469,302  
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) ........ 34,968,768 29,355,713 5,584,496 28,559
12 Advertising and promotion .... 997,240 996,240   1,000
13 Office expenses ....... 8,686,843 5,273,731 3,314,813 98,299
14 Information technology ...... 12,625,868 4,285,684 8,295,243 44,941
15 Royalties .. 27,669 27,669    
16 Occupancy ........... 31,319,965 27,216,539 3,915,109 188,317
17 Travel ............ 7,061,666 6,720,545 325,833 15,288
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ...... 0      
19 Conferences, conventions, and meetings .... 4,606,578 4,223,729 342,554 40,295
20 Interest ........... 8,776,430 7,506,164 1,270,266  
21 Payments to affiliates ....... 0      
22 Depreciation, depletion, and amortization ..... 27,841,818 24,009,194 3,816,071 16,553
23 Insurance .............. 409,349   409,349  
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a RESIDENTS & FELLOWS 5,302,374 5,302,374    
b DUES & SUBSCRIPTIONS 7,149,406 6,724,540 424,284 582
c MEDICAL & RESEARCH SUPPLIES 16,933,402 16,933,402    
d EQUIPMENT & MAINTENANCE 8,506,434 5,906,788 2,599,540 106
e All other expenses 4,727,996 4,137,302 569,673 21,021
25 Total functional expenses. Add lines 1 through 24e 915,251,004 824,385,834 87,847,427 3,017,743
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet if following SOP 98-2 (ASC 958-720).        
Form 990 (2013)
Form 990 (2013)
Page 11
Part X Balance Sheet Check if Schedule O contains a response or note to any line in this Part X ..............
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash–non-interest-bearing ............. 150,990 1 120,832
2 Savings and temporary cash investments ......... 99,497,375 2 109,088,139
3 Pledges and grants receivable, net ........... 31,213,461 3 31,121,655
4 Accounts receivable, net ............. 78,604,961 4 71,401,893
5 Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
Schedule L ..................
0 5 0
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions) Complete Part II of Schedule L
0 6 0
7 Notes and loans receivable, net ............. 0 7 0
8 Inventories for sale or use .............. 36,014 8 40,176
9 Prepaid expenses and deferred charges .......... 3,280,171 9 3,642,017
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 524,197,574
b Less: accumulated depreciation ..... 10b 317,335,444 217,834,419 10c 206,862,130
11 Investments—publicly traded securities .......... 540,306,180 11 504,776,395
12 Investments—other securities. See Part IV, line 11 ..... 546,871,974 12 804,403,936
13 Investments—program-related. See Part IV, line 11 ..... 66,542,635 13 78,719,204
14 Intangible assets ............... 3,999,080 14 4,444,444
15 Other assets. See Part IV, line 11 ........... 14,778,962 15 13,630,018
16 Total assets. Add lines 1 through 15 (must equal line 34)...... 1,603,116,222 16 1,828,250,839
Liabilities 17 Accounts payable and accrued expenses ......... 151,630,387 17 180,407,605
18 Grants payable ................. 0 18 0
19 Deferred revenue ................ 15,594,996 19 14,857,028
20 Tax-exempt bond liabilities ............. 201,904,126 20 189,635,387
21 Escrow or custodial account liability. Complete Part IV of Schedule D.. 0 21 0
22 Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified
persons. Complete Part II of Schedule L.......... 0 22 0
23 Secured mortgages and notes payable to unrelated third parties .. 0 23 17,506,000
24 Unsecured notes and loans payable to unrelated third parties .... 1,495,200 24 1,495,200
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part X of Schedule D.................... 22,030,303 25 23,269,284
26 Total liabilities. Add lines 17 through 25......... 392,655,012 26 427,170,504
Net Assets or Fund Balance Organizations that follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets .............. 660,360,030 27 782,696,493
28 Temporarily restricted net assets ........... 168,522,505 28 233,366,600
29 Permanently restricted net assets ........... 381,578,675 29 385,017,242
Organizations that do not follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 30 through 34.
30 Capital stock or trust principal, or current funds ........   30  
31 Paid-in or capital surplus, or land, building or equipment fund .....   31  
32 Retained earnings, endowment, accumulated income, or other funds   32  
33 Total net assets or fund balances ........... 1,210,461,210 33 1,401,080,335
34 Total liabilities and net assets/fund balances ........ 1,603,116,222 34 1,828,250,839
Form 990 (2013)
Form 990 (2013)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI ..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
990,874,258
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
915,251,004
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
75,623,254
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
1,210,461,210
5
Net unrealized gains (losses) on investments ...............
5
116,521,902
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
-1,526,031
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B))
10
1,401,080,335
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line in this Part XII .............
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
 
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133?
3a
Yes
 
b
If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.
3b
Yes
 
Form 990 (2013)
Form 990, Special Condition Description:
Special Condition Description
Additional Data


Software ID:  
Software Version:  
SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ. right arrow See separate instructions.
right arrow Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public
Inspection
Name of the organization
The Medical College of Wisconsin Inc
 
Employer identification number

39-0806261
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4
5
section 170(b)(1)(A)(iv). (Complete Part II.)
6
7
8
9
receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of
its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses
acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
10
11
e
f
g
(i) A person who directly or indirectly controls, either alone or together with persons described in (ii)
Yes
No
and (iii) below, the governing body of the supported organization? ................
11g(i)
 
 
(ii) A family member of a person described in (i) above? ......................
11g(ii)
 
 
(iii) A 35% controlled entity of a person described in (i) or (ii) above? ................
11g(iii)
 
 
h
Provide the following information about the supported organization(s).
(i) Name of supported organization (ii) EIN (iii) Type of organization (described on lines 1- 9 above or IRC section (see instructions)) (iv) Is the organization in col. (i) listed in your governing document? (v) Did you notify the organization in col. (i) of your support? (vi) Is the organization in col. (i) organized in the U.S.? (vii) Amount of monetary support
Yes No Yes No Yes No
Total  

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .... 157,918,543 172,601,206 163,033,071 150,411,593 148,438,376 792,402,789
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......           0
3 The value of services or facilities furnished by a governmental unit to the organization without charge..           0
4 Total. Add lines 1 through 3 157,918,543 172,601,206 163,033,071 150,411,593 148,438,376 792,402,789
5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f).. 0
6 Public support. Subtract line 5 from line 4. 792,402,789
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (f) Total
7 Amounts from line 4.. 157,918,543 172,601,206 163,033,071 150,411,593 148,438,376 792,402,789
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... 23,300,350 28,969,517 28,117,045 26,643,667 28,087,103 135,117,682
9 Net income from unrelated business activities, whether or not the business is regularly carried on..           0
10 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.).. 289,896 262,855 313,720 406,470 314,651 1,587,592
11 Total support (Add lines 7 through 10). 929,108,063
12
12
3,369,560,292
13
First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization, check this box and stop here.................................................right arrow
Section C. Computation of Public Support Percentage
14
14
85.286 %
15
15
0 %
16a
b
17a
b
18
Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 9 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .            
2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose......            
3 Gross receipts from activities that are not an unrelated trade or business under section 513..            
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...            
5 The value of services or facilities furnished by a governmental unit to the organization without charge..            
6 Total. Add lines 1 through 5.            
7a Amounts included on lines 1, 2, and 3 received from disqualified persons...            
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.            
c Add lines 7a and 7b..            
8 Public support (Subtract line 7c from line 6.)  
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (f) Total
9 Amounts from line 6...            
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.            
c Add lines 10a and 10b.            
11 Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.            
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.) ..            
13 Total support. (Add lines 9, 10c, 11, and 12.)..            
14
Section C. Computation of Public Support Percentage
15
15
0 %
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
b
20
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 4
Part IV
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; and Part III, line 12. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Explanation
 
 
 
 
Schedule A (Form 990 or 990-EZ) 2013

Additional Data


Software ID:  
Software Version:  
Schedule B
(Form 990, 990-EZ,
or 990-PF)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors
Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Name of the organization
The Medical College of Wisconsin Inc
 
Employer identification number

39-0806261
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ





Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......................... Arrow Bullet $  
Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it does not meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2013)

Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
Page 2
Name of organization
The Medical College of Wisconsin Inc
  		Employer identification number

39-0806261
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
RESTRICTED
RESTRICTED
 

   
RESTRICTED
RESTRICTED
RESTRICTED, RESTRICTEDRESTRICTED

$RESTRICTED


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
Page 3
Name of organization
The Medical College of Wisconsin Inc
  		Employer identification number

39-0806261
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
Page 4
Name of organization
The Medical College of Wisconsin Inc
  		Employer identification number

39-0806261
Part III
Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
that total more than $1,000 for the year. Complete columns (a) through (e) and the following line entry.
For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a) No.
from
Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a) No.
from
Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a) No.
from
Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a) No.
from
Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

Additional Data


Software ID:  
Software Version:  
SCHEDULE C
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Political Campaign and Lobbying Activities

For Organizations Exempt From Income Tax Under section 501(c) and section 527
SchCMd Bullet Complete if the organization is described below.SchCMd Bullet Attach to Form 990 or Form 990-EZ.
SchCMd Bullet See separate instructions.SchCMd Bullet Information about Schedule C (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public
Inspection
If the organization answered "Yes" to Form 990, Part IV, Line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then
Round Bullet Section 501(c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C.
Round Bullet Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B.
Round Bullet Section 527 organizations: Complete Part I-A only.
If the organization answered "Yes" to Form 990, Part IV, Line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then
Round Bullet Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)): Complete Part II-A. Do not complete Part II-B.
Round Bullet Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part II-B. Do not complete Part II-A.
If the organization answered "Yes" to Form 990, Part IV, Line 5 (Proxy Tax) or Form 990-EZ, Part V, line 35c (Proxy Tax), then
Round Bullet Section 501(c)(4), (5), or (6) organizations: Complete Part III.
Name of the organization
The Medical College of Wisconsin Inc
 
Employer identification number

39-0806261
Part I-A
Complete if the organization is exempt under section 501(c) or is a section 527 organization.

1
Provide a description of the organization’s direct and indirect political campaign activities in Part IV.
2
Political expenditures ....................................SchCMd Bullet
$  
3
Volunteer hours ........................................
 

Part I-B
Complete if the organization is exempt under section 501(c)(3).
1
Enter the amount of any excise tax incurred by the organization under section 4955 .........SchCMd Bullet
$  
2
Enter the amount of any excise tax incurred by organization managers under section 4955 ......SchCMd Bullet
$  
3
If the organization incurred a section 4955 tax, did it file Form 4720 for this year? ..............
4a
Was a correction made? .........................................
b
If "Yes," describe in Part IV.
Part I-C
Complete if the organization is exempt under section 501(c), except section 501(c)(3).
1
Enter the amount directly expended by the filing organization for section 527 exempt function activities SchCMd Bullet
$  
2
Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt function activities ...................................SchCMd Bullet

$  
3
Total exempt function expenditures. Add lines 1 and 2. Enter here and on Form 1120-POL, line 17b..SchCMd Bullet

$  
4
Did the filing organization file Form 1120-POL for this year? ..........................
5
Enter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which the filing
organization made payments. For each organization listed, enter the amount paid from the filing organization’s funds. Also enter the amount of political contributions received that were promptly and directly delivered to a separate political organization, such as a separate segregated fund or a political action committee (PAC). If additional space is needed, provide information in Part IV.
(a) Name (b) Address (c) EIN (d) Amount paid from filing organization's funds. If none, enter -0-. (e) Amount of political contributions received and promptly and directly delivered to a separate political organization. If none, enter -0-.










For Paperwork Reduction Act Notice, see the instructions for Form 990 or 990-EZ.
Cat. No. 50084S
Schedule C (Form 990 or 990-EZ) 2013

Schedule C (Form 990 or 990-EZ) 2013
Page 2
Part II-A
Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under section 501(h)).
A Check SchCMd Bulletexpenses, and share of excess lobbying expenditures).
B Check SchCMd Bullet
Limits on Lobbying Expenditures
(The term "expenditures" means amounts paid or incurred.) 		(a) Filing
organization's
totals 		(b) Affiliated group
totals
1a Total lobbying expenditures to influence public opinion (grass roots lobbying) ......    
b Total lobbying expenditures to influence a legislative body (direct lobbying) .......    
c Total lobbying expenditures (add lines 1a and 1b) ...................    
d Other exempt purpose expenditures ........................    
e Total exempt purpose expenditures (add lines 1c and 1d) ...............    
f Lobbying nontaxable amount. Enter the amount from the following table in both
columns.		    
If the amount on line 1e, column (a) or (b) is:The lobbying nontaxable amount is:
Not over $500,00020% of the amount on line 1e.
Over $500,000 but not over $1,000,000$100,000 plus 15% of the excess over $500,000.
Over $1,000,000 but not over $1,500,000$175,000 plus 10% of the excess over $1,000,000.
Over $1,500,000 but not over $17,000,000$225,000 plus 5% of the excess over $1,500,000.
Over $17,000,000$1,000,000.
g Grassroots nontaxable amount (enter 25% of line 1f) .................    
h Subtract line 1g from line 1a. If zero or less, enter -0-. ................    
i Subtract line 1f from line 1c. If zero or less, enter -0-. ................    
j If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting
section 4911 tax for this year? ......................................

4-Year Averaging Period Under Section 501(h)
(Some organizations that made a section 501(h) election do not have to complete all of the five
columns below. See the instructions for lines 2a through 2f on page 4.)
Lobbying Expenditures During 4-Year Averaging Period
Calendar year (or fiscal year
beginning in) 		(a) 2010 (b) 2011 (c) 2012 (d) 2013 (e) Total
2a Lobbying nontaxable amount          
b Lobbying ceiling amount
(150% of line 2a, column(e)) 		 
c Total lobbying expenditures          
d Grassroots nontaxable amount          
e Grassroots ceiling amount
(150% of line 2d, column (e))		  
f Grassroots lobbying expenditures          
Schedule C (Form 990 or 990-EZ) 2013


Schedule C (Form 990 or 990-EZ) 2013
Page 3
Part II-B
Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768 (election under section 501(h)).
For each "Yes" response to lines 1a through 1i below, provide in Part IV a detailed description of the lobbying activity.
(a)
No
Yes
(b)
Amount
1
During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of:
a
Volunteers? .........................................
 
No
b
Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ....
Yes
 
c
Media advertisements? ....................................
 
No
 
d
Mailings to members, legislators, or the public? .........................
 
No
 
e
Publications, or published or broadcast statements? .......................
 
No
 
f
Grants to other organizations for lobbying purposes? .......................
 
No
 
g
Direct contact with legislators, their staffs, government officials, or a legislative body? ........
Yes
 
372,951
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ......
 
No
 
i
Other activities? ..........................
Yes
 
 
j
Total. Add lines 1c through 1i ...............................
372,951
2a
Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....
 
No
b
If "Yes," enter the amount of any tax incurred under section 4912 .................
 
c
If "Yes," enter the amount of any tax incurred by organization managers under section 4912 .....
 
d
If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? .......
 
 
Part III-A
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).
Yes
No
1
Were substantially all (90% or more) dues received nondeductible by members? ................
1
 
 
2
Did the organization make only in-house lobbying expenditures of $2,000 or less? ................
2
 
 
3
Did the organization agree to carry over lobbying and political expenditures from the prior year? ..........
3
 
 
Part III-B
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) and if either (a) BOTH Part III-A, lines 1 and 2, are answered "No" OR (b) Part III-A, line 3, is answered “Yes."
1
Dues, assessments and similar amounts from members .....................
1
 
2
Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political
expenses for which the section 527(f) tax was paid).
a
Current year .........................................
2a
 
b
Carryover from last year ....................................
2b
 
c
Total ............................................
2c
 
3
Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .
3
 
4
If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? ................................
4
 
5
Taxable amount of lobbying and political expenditures (see instructions) ..............
5
 
Part IV
Supplemental Information
Provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, line 5; Part II-A (affiliated group list); Part II-A, line 2; and Part ll-B, line 1. Also, complete this part for any additional information.
Return Reference Explanation
Schedule C, Part II-B, Line 1g MCW ATTEMPTED TO INFLUENCE LEGISLATIVE AND ADMINISTRATIVE ACTION OF BOTH THE STATE OF WISCONSIN AND FEDERAL GOVERNMENTS IN AREAS THAT RELATE TO MCW'S MISSIONS. THE AREAS OF LEGISLATIVE ACTION WERE: EDUCATION, HEALTH, INSURANCE AND BUDGET RELATED ISSUES. IN THE AREAS OF ADMINISTRATIVE ACTION, THE AGENCIES CONTACTED WERE: THE WISCONSIN LEGISLATURE AND EXECUTIVE BRANCH INCLUDING THE STATE'S DEPARTMENT OF ADMINISTRATION, DEPARTMENT OF HEALTH AND FAMILY SERVICES, HIGHER EDUCATIONAL AID BOARD, COMMISSIONER OF INSURANCE, AND DEPARTMENT OF COMMERCE, AND ALSO THE FEDERAL DEPARTMENT OF HEALTH AND HUMAN SERVICES AND DEPARTMENT OF DEFENSE. LOBBYING EXPENDITURES FOR IN-HOUSE LOBBYIST'S COMPENSATION AND FRINGE BENEFITS AND EXTERNAL LOBBYIST'S CONTRACT FEES AND EXPENSES TOTALED $372,951.
Schedule C, Part II-B, Line 1I MCW pays membership dues to member organizations which may engage in lobbying activities. Therefore, an insubstantial portion of the dues may be attributable to lobbying activities.
Schedule C (Form 990 or 990EZ) 2013

Additional Data


Software ID:  
Software Version:  

SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," to Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b
SchDMd Bullet Attach to Form 990. SchDMd Bullet See separate instructions. SchDMd Bullet Information about Schedule D (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
The Medical College of Wisconsin Inc
 
Employer identification number

39-0806261
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" to Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .........    
2 Aggregate contributions to (during year) ...    
3 Aggregate grants from (during year) .....    
4 Aggregate value at end of year ........    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised
funds are the organization's property, subject to the organization's exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be
used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................
Part II
Conservation Easements. Complete if the organization answered "Yes" to Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ....................... 2a  
b Total acreage restricted by conservation easements .................. 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 8/17/06, and not on a historic structure listed in the National Register .................... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during
the tax year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and
enforcement of the conservation easements it holds? .............................
6
Staff and volunteer hours devoted to monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .......................................
9
In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" to Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:
(i)
Revenues included in Form 990, Part VIII, line 1 ........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ..............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 (ASC 958) relating to these items:
a
Revenues included in Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2013

Schedule D (Form 990) 2013
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?........
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" to Form 990,
Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b
If "Yes," explain the arrangement in Part XIII and complete the following table:
Amount
c Beginning balance ................................. 1c  
d Additions during the year .............................. 1d  
e Distributions during the year ............................. 1e  
f Ending balance ................................... 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21? .....................
b
If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ........
Part V
Endowment Funds. Complete if the organization answered "Yes" to Form 990, Part IV, line 10.
(a)Current year (b)Prior year b (c)Two years back (d)Three years back (e)Four years back
1a Beginning of year balance .... 597,705,212 470,544,766 487,583,112 410,429,771 374,602,162
b Contributions ........ 72,358,750 79,833,963 4,697,929 6,063,025 3,254,421
c Net investment earnings, gains, and losses 102,552,368 67,160,793 -1,587,957 87,937,186 49,870,473
d Grants or scholarships ..... 755,803 658,991 709,243 682,895 478,880
e Other expenditures for facilities
and programs ........ 		20,775,819 16,573,422 17,146,292 13,913,349 15,212,323
f Administrative expenses .... 2,818,113 2,601,897 2,292,783 2,250,626 1,606,082
g End of year balance ...... 748,266,595 597,705,212 470,544,766 487,583,112 410,429,771
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet33.000 %
b
Permanent endowment SchDMd Bullet49.000 %
c
Temporarily restricted endowment SchDMd Bullet18.000 %
The percentages in lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) unrelated organizations ........................
3a(i)
 
No
(ii) related organizations ........................
3a(ii)
 
No
b
If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11a. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis (investment) (b)Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .................      
b Buildings ................   285,376,223 148,969,272 136,406,951
c Leasehold improvements ............   14,775,818 12,616,517 2,159,301
d Equipment ................   217,639,287 154,825,433 62,813,854
e Other ................. 0 6,406,246 924,222 5,482,024
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).).......SchDMdBullet 206,862,130
Schedule D (Form 990) 2013

Schedule D (Form 990) 2013
Page 3
Part VII
Investments—Other Securities. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11b. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)		 (b)Book value (c) Method of valuation:
Cost or end-of-year market value
(1)Financial derivatives    
(2)Closely-held equity interests    
(3)Other
(A) CLOSELY-HELD EQUITY SECURITIES 		246,983,800 F

(B) COMMINGLED EQUITY FUNDS 		373,975,763 F

(C) COMMINGLED BOND FUNDS 		179,863,552 F

(D) GUARANTEED INVSTMENT CONTRACTS 		3,580,821 F





Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet 804,403,936
Part VIII
Investments—Program Related. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
(a) Description of investment (b) Book value (c) Method of valuation:
Cost or end-of-year market value








Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value








Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet  
Part X
Other Liabilities. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
Federal income taxes 0
US GOVT. SPONSORED LOAN FUND 10,155,889
INTEREST RATE SWAP AGREEMENT 13,113,395







Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 23,269,284
2. Liability for uncertain tax positions In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII ..................................................
Schedule D (Form 990) 2013

Schedule D (Form 990) 2013
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return Complete if the organization answered 'Yes' to Form 990, Part IV, line 12a.
1 Total revenue, gains, and other support per audited financial statements ....... 1  
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains on investments .......... 2a  
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d ..................... 2e  
3 Subtract line 2e from line 1..................... 3  
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a  
b Other (Describe in Part XIII.) ........... 4b  
c Add lines 4a and 4b....................... 4c  
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5  
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' to Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements ........... 1  
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities .......... 2a  
b Prior year adjustments .............. 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d...................... 2e  
3 Subtract line 2e from line 1..................... 3  
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a  
b Other (Describe in Part XIII.) ............ 4b  
c Add lines 4a and 4b....................... 4c  
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5  
Part XIII
Supplemental Information
Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b;
Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Return Reference Explanation
Schedule D, Part V, Line 4 MCW's ENDOWMENT FUNDS HAVE BEEN ESTABLISHED FOR THE FOLLOWING PURPOSES: 1) PROVIDE FUNDING FOR ACTIVITIES THAT SUPPORT THE MISSIONS OF INSTRUCTION, RESEARCH, PATIENT CARE AND COMMUNITY ENGAGEMENT 2) PROVIDE A REVENUE SOURCE FOR ENDOWED PURPOSES SUCH AS SCHOLARSHIPS, STUDENT LOANS, PROFESSORSHIPS, AND PROGRAM ENHANCEMENTS 3) PROVIDE A REVENUE SOURCE FOR CAPITAL REQUIREMENTS 4) PROVIDE A REVENUE SOURCE FOR INITIATIVES OF THE ADVANCING A HEALTHIER WISCONSIN PROGRAM 5) PROVIDE A REVENUE SOURCE FOR PROGRAMS, ACTIVITIES, CONTINGENCIES AND OTHER PURPOSES AS THE BOARD OF TRUSTEES MAY CONSIDER APPROPRIATE. SCHEDULE D, PART VII THE GUARANTEED INVESTMENT CONTRACTS ARE ASSETS OF A FROZEN SECTION 457 DEFINED CONTRIBUTION RETIREMENT PLAN.
Schedule D, Part X, Line 2 FIN 48 FINANCIAL STATEMENT FOOTNOTE: The College applies the standards for accounting for uncertainty in income taxes contained in FASB ASC Topic 740, Income Taxes (ASC Topic 740). ASC Topic 740 addresses the determination of how tax benefits claimed or expected to be claimed on a tax return should be recorded in the financial statements. Under ASC Topic 740, the College must recognize the tax benefit from an uncertain tax position only if it is more likely than not that the tax position will be sustained on examination by the taxing authorities, based on the technical merits of the position. The tax benefits recognized in the consolidated financial statements from such a position are measured based on the largest benefit that has a greater than fifty percent likelihood of being realized upon ultimate settlement. The College does not have a liability for unrecognized tax benefits as of June 30, 2014.
Schedule D (Form 990) 2013

Additional Data


Software ID:  
Software Version:  




SCHEDULE E(Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Schools
Right pointing arrow large imageComplete if the organization answered "Yes" to Form 990,
Part IV, line 13, or Form 990-EZ, Part VI, line 48.
Right pointing arrow large image Attach to Form 990 or Form 990-EZ.
Right pointing arrow large image Information about Schedule E (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
The Medical College of Wisconsin Inc
 
Employer identification number

39-0806261
Part I
YES
NO
1
Does the organization have a racially nondiscriminatory policy toward students by statement in its charter, bylaws,
other governing instrument, or in a resolution of its governing body? ......................
1
Yes
 
2
Does the organization include a statement of its racially nondiscriminatory policy toward students in all its
brochures, catalogues, and other written communications with the public dealing with student admissions,
programs, and scholarships? ......................................
2
Yes
 
3
Has the organization publicized its racially nondiscriminatory policy through newspaper or broadcast media during
the period of solicitation for students, or during the registration period if it has no solicitation program, in a way
that makes the policy known to all parts of the general community it serves? If "Yes," please describe. If "No,"
please explain. If you need more space use Part II. .............................
3
Yes
 
 
4
Does the organization maintain the following?
a
Records indicating the racial composition of the student body, faculty, and administrative staff? ..........
4a
Yes
 
b
Records documenting that scholarships and other financial assistance are awarded on a racially nondiscriminatory
basis? ...............................................
4b
Yes
 
c
Copies of all catalogues, brochures, announcements, and other written communications to the public dealing
with student admissions, programs, and scholarships? ...........................
4c
Yes
 
d
Copies of all material used by the organization or on its behalf to solicit contributions? ..............
4d
Yes
 
If you answered "No" to any of the above, please explain. If you need more space, use Part II.
 
5
Does the organization discriminate by race in any way with respect to:
a
Students' rights or privileges? .....................................
5a
 
No
b
Admissions policies? .........................................
5b
 
No
c
Employment of faculty or administrative staff? ..............................
5c
 
No
d
Scholarships or other financial assistance? ................................
5d
 
No
e
Educational policies? .........................................
5e
 
No
f
Use of facilities? ...........................................
5f
 
No
g
Athletic programs? ..........................................
5g
 
No
h
Other extracurricular activities? .....................................
5h
 
No
If you answered "Yes" to any of the above, please explain. If you need more space, use Part II.
 
6a
Does the organization receive any financial aid or assistance from a governmental agency? ...........
6a
Yes
 
b
Has the organization's right to such aid ever been revoked or suspended? ...................
6b
 
No
If you answered "Yes" to either line 6a or line 6b, explain on Part II.
7
Does the organization certify that it has complied with the applicable requirements of sections 4.01 through 4.05
of Rev. Proc. 75-50, 1975-2 C.B. 587, covering racial nondiscrimination? If "No," explain on Part II.
7
Yes
 
Paperwork Reduction Act Notice, see the Instructions for Form 990 or Form 990-EZ.
Cat. No. 50085D
Schedule E (Form 990 or 990-EZ) 2013
Schedule E (Form 990 or 990EZ) 2013
Page 2
Part II
Supplemental Information. Provide the explanations required by Part I, lines 3, 4d, 5h, 6b, and 7, as applicable. Also complete this part to provide any other additional information (see instructions).
Return Reference Explanation
PART I, LINE 3 MCW values diversity amoung its student body and actively recruits to promote diversity. Diversity is demonstrated by the makeup of MCW's student body. More than half of MCW's student body is not from the State of Wisconsin and many of those from within Wisconsin are not local. Therefore, MCW's commitment to recruitment and training of a multicultural student body along with its non-discrimination policy is publicized on MCW's website and in its brochures and publications.
PART I, Line 6a MCW receives research grants and contracts from several governmental agencies, including but not limited to, the Department of Health and Human Services, the Department of Education, the Department of Defense, the Department of Transportation, the Department of Veterans' Affairs, the National Science Foundation and the State of Wisconsin. Many students of MCW are eligible to receive federal student financial aid, including but not limited to, the Federal Perkins Loan Program and the Federal Primary Care Loan Program. Federally guaranteed loans are issued to students of MCW through the Department of Education's Direct Loan Program. The State of Wisconsin provides tuition assistance to medical students who are Wisconsin residents.
Schedule E (Form 990 or 990-EZ) 2013
Additional Data


Software ID:  
Software Version:  
SCHEDULE F(Form 990)
Department of the Treasury
Internal Revenue Service
Statement of Activities Outside the United States
Right pointing arrow large image Complete if the organization answered "Yes" to Form 990,Part IV, line 14b, 15, or 16.Right pointing arrow large image Attach to Form 990. Right pointing arrow large image See separate instructions.Right pointing arrow large image Information about Schedule F (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
The Medical College of Wisconsin Inc
 
Employer identification number

39-0806261
Part I
General Information on Activities Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 14b.
1
For grantmakers.Does the organization maintain records to substantiate the amount of its grants and
other assistance, the grantees’ eligibility for the grants or assistance, and the selection criteria used
to award the grants or assistance? ...............................
2
For grantmakers. Describe in Part V the organization’s procedures for monitoring the use of its grants and other assistance outside the United States.
3
Activites per Region. (The following Part I, line 3 table can be duplicated if additional space is needed.)
(a) Region (b) Number of offices in the region (c) Number of employees, agents, and independent contractors in region (d) Activities conducted in region (by type) (e.g., fundraising, program services, investments, grants to recipients located in the region) (e) If activity listed in (d) is a program service, describe specific type of
service(s) in region		 (f) Total expenditures
for and investments
in region
Central America and the Caribbean     Program Services Research/subawards 216,653
East Asia and the Pacific     Program Services RESEARCH/SUBAWARDS 76,640
Europe (Including Iceland and Greenland)     Program Services RESEARCH/SUBAWARDS 202,447
North America     Program Services RESEARCH/SUBAWARDS 429,927
Russia and the Newly Independent States   1 Program Services RESEARCH/SUBAWARDS 307,082
Central America and the Caribbean     Program Services SEMINARS/CONFERENCES 45,339
East Asia and the Pacific     Program Services SEMINARS/CONFERENCES 62,129
Europe (Including Iceland and Greenland)     Program Services SEMINARS/CONFERENCES 350,370
Middle East and North Africa     Program Services SEMINARS/CONFERENCES 10,314
North America     Program Services SEMINARS/CONFERENCES 231,829
Russia and the Newly Independent States     Program Services SEMINARS/CONFERENCES 40,427
South America     Program Services SEMINARS/CONFERENCES 67,395
South Asia     Program Services SEMINARS/CONFERENCES 9,280
Sub-Saharan Africa     Program Services SEMINARS/CONFERENCES 8,620
Central America and the Caribbean     Investments   278,654,698
           
           
3a Sub-total .....   1 280,713,150
b Total from continuation sheets to Part I ...      
c Totals (add lines 3a and 3b)   1 280,713,150
For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2013
Schedule F (Form 990) 2013
Page 2
Part II
Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 15, for any recipient who received more than $5,000. Part II can be duplicated if additional space is needed.
1 (a) Name of organization (b) IRS code section
and EIN (if applicable)		 (c) Region (d) Purpose of
grant 		(e) Amount of
cash grant 		(f) Manner of
cash
disbursement 		(g) Amount
of non-cash
assistance 		(h) Description
of non-cash
assistance 		(i) Method of
valuation
(book, FMV,
appraisal, other)
Europe (Including Iceland and Greenland) RESEARCH SUBAWARD 27,862 CHECK      
North America Research Subaward 14,724 CHECK      
Europe (Including Iceland and Greenland) Research Subaward 9,720 WIRE      
East Asia and the Pacific Research Subaward 76,640 CHECK      
North America Research Subaward 301,547 CHECK      
Central America and the Caribbean Research Subaward 193,649 WIRE      
North America Research Subaward 104,124 CHECK      
Europe (Including Iceland and Greenland) RESEARCH SUBAWARD 41,289 WIRE      
Europe (Including Iceland and Greenland) RESEARCH SUBAWARD 11,837 CHECK      
Europe (Including Iceland and Greenland) RESEARCH SUBAWARD 24,748 WIRE      
Central America and the Caribbean RESEARCH SUBAWARD 23,004 WIRE      
Europe (Including Iceland and Greenland) Research Subaward 92,244 WIRE / CHECK      
Russia and the Newly Independent States RESEARCH SUBAWARD 262,845 WIRE      
             
             
             
2 Enter total number of recipient organizations listed above that are recognized as charities by the foreign country, recognized as tax-exempt by the IRS, or for which the grantee or counsel has provided a section 501(c)(3) equivalency letter ....MediumBullet
13
3
Enter total number of other organizations or entities .......................MediumBullet
 
Schedule F (Form 990) 2013
Schedule F (Form 990) 2013Page 3
Part III
Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 16.
Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Region (c) Number of recipients (d) Amount of
cash grant 		(e) Manner of cash
disbursement 		(f) Amount of
non-cash
assistance 		(g) Description
of non-cash
assistance 		(h) Method of
valuation
(book, FMV,
appraisal, other)
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
Schedule F (Form 990) 2013
Schedule F (Form 990) 2013
Page 4
Part IV
Foreign Forms
1 Was the organization a U.S. transferor of property to a foreign corporation during the tax year? If "Yes,"the organization may be required to file Form 926, Return by a U.S. Transferor of Property to a Foreign Corporation (see Instructions for Form 926)......................................
2 Did the organization have an interest in a foreign trust during the tax year? If "Yes," the organization may be required to file Form 3520, Annual Return to Report Transactions with Foreign Trusts and Receipt of Certain Foreign Gifts, and/or Form 3520-A, Annual Information Return of Foreign Trust With a U.S. Owner (see Instructions for Forms 3520 and 3520-A).......................................
3 Did the organization have an ownership interest in a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 5471, Information Return of U.S. Persons with Respect to Certain Foreign Corporations. (see Instructions for Form 5471)..............................
4 Was the organization a direct or indirect shareholder of a passive foreign investment company or a qualified electing fund during the tax year? If “Yes,” the organization may be required to file Form 8621, Information Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund. (see Instructions for Form 8621)...............................................
5 Did the organization have an ownership interest in a foreign partnership during the tax year? If "Yes," the organization may be required to file Form 8865, Return of U.S. Persons with Respect to Certain Foreign Partnerships. (see Instructions for Form 8865)....................................
6 Did the organization have any operations in or related to any boycotting countries during the tax year? If "Yes," the organization may be required to file Form 5713, International Boycott Report (see Instructions for Form 5713)................................................
Schedule F (Form 990) 2013
Schedule F (Form 990) 2013
Page 5
Part V
Supplemental Information
Provide the information required by Part I, line 2 (monitoring of funds); Part I, line 3, column (f) (accounting method; amounts of investments vs. expenditures per region); Part II, line 1 (accounting method); Part III (accounting method); and Part III, column (c) (estimated number of recipients), as applicable. Also complete this part to provide any additional information (see instructions).
ReturnReference Explanation
Schedule F, Part I, Line 2 MCW IS THE RECIPIENT OF FEDERAL AND NON-FEDERAL GRANT FUNDS. SOME OF THE GRANT AWARDS ARE SUBAWARDED TO QUALIFIED FOREIGN ORGANIZATIONS (SUBRECIPIENTS) THAT ASSIST OR PROVIDE AN INTELLECTUAL CONTRIBUTION TO THE PROJECT, BASED ON THE REQUIREMENTS OF THE PRIME AWARD. TO MONITOR THE USE OF GRANT FUNDS UNDER THE SUBAWARDS, MCW ENTERS INTO SIGNED SUBAWARD AGREEMENTS WHICH CONTAIN THE TERMS AND CONDITIONS OF THE SUBAWARD RELATIONSHIP. THE SUBAWARD AGREEMENTS REQUIRE THAT PRIOR TO REIMBURSEMENT OF EXPENSES THE SUBRECIPIENT MUST PROVIDE A CERTIFIED INVOICE TO MCW. BEFORE APPROVAL OF AN INVOICE FOR PAYMENT, MCW VERIFIES THAT THE INVOICE AND SUPPORTING DOCUMENTATION SUBMITTED BY THE SUBRECIPIENT ARE IN LINE WITH THE APPROVED SUBAWARD BUDGET AND THAT THE COST DETAIL PRESENTED PROVIDES REASONABLE ASSURANCE THAT COSTS TO BE REIMBURSED ARE ALLOWABLE, ALLOCABLE, AND REASONABLE. PROGRESS REPORTS SUBMITTED BY THE SUBRECIPIENT ARE REVIEWED TO DETERMINE THAT PROGRESS IS MADE TOWARD THE GOALS AND OBJECTIVES OF THE SUBAWARD. AS FOREIGN ENTITIES ARE NOT SUBJECT TO OMB CIRCULAR A-133, FOREIGN SUBRECIPIENTS ARE REQUIRED TO SUBMIT A SUBRECIPIENT QUESTIONNAIRE THAT DESCRIBES THEIR ACCOUNTING PRACTICES WITH REGARD TO THE SUBAWARD. BASED ON THE QUESTIONNAIRE, MCW ASSESSES THE RISK OF THE ORGANIZATION AND PERFORMS ADDITIONAL MONITORING TASKS.
SCHEDULE F, PARTS I and II - ACCOUNTING METHOD EXPENDITURES PER REGION AND RESEARCH SUBAWARDS ARE REPORTED ON AN ACCRUAL BASIS, WHICH IS THE METHOD USED TO ACCOUNT FOR THEM IN THE ORGANIZATION'S FINANCIAL STATEMENTS.
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule F (Form 990) 2013
Additional Data


Software ID:  
Software Version:  



SCHEDULE G (Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Supplemental Information Regarding
Fundraising or Gaming Activities
Complete if the organization answered "Yes" to Form 990, Part IV, lines 17, 18, or 19, or if the organization entered more than $15,000 on Form 990-EZ, line 6a. right arrowAttach to Form 990 or Form 990-EZ. right arrowSee separate instructions.
right arrowInformation about Schedule G (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
The Medical College of Wisconsin Inc
 
Employer identification number

39-0806261
Part I
Fundraising Activities. Complete if the organization answered "Yes" to Form 990, Part IV, line 17.
Form 990-EZ filers are not required to complete this part.
1
Indicate whether the organization raised funds through any of the following activities. Check all that apply.
a e
b f
c g
d
2a
Did the organization have a written or oral agreement with any individual (including officers, directors, trustees
or key employees listed in Form 990, Part VII) or entity in connection with professional fundraising services?
b
If "Yes," list the ten highest paid individuals or entities (fundraisers) pursuant to agreements under which the fundraiser is
to be compensated at least $5,000 by the organization.
(i) Name and address of individual
or entity (fundraiser) 		(ii) Activity (iii) Did fundraiser have custody or control of contributions? (iv) Gross receipts
from activity 		(v) Amount paid to
(or retained by)
fundraiser listed in
col. (i) 		(vi) Amount paid to
(or retained by)
organization
Yes No
HARRIS CONNECT LLC telemarket services   No 107,962 36,403 71,559
             
             
             
             
             
             
             
             
             
Total .................right arrow 107,962 36,403 71,559
3
List all states in which the organization is registered or licensed to solicit contributions or has been notified it is exempt from registration or licensing.
All States
For Paperwork Reduction Act Notice, see the Instructions for Form 990or 990-EZ.
Cat. No. 50083H
Schedule G (Form 990 or 990-EZ) 2013
Schedule G (Form 990 or 990-EZ) 2013
Page 2
Part II
Fundraising Events. Complete if the organization answered "Yes" to Form 990, Part IV, line 18, or reported more than $15,000 of fundraising event contributions and gross income on Form 990-EZ, lines 1 and 6b. List events with gross receipts greater than $5,000.
(a) Event #1

Pro-Am Golf
(event type) 		(b) Event #2

Dinner
(event type) 		(c) Other events

6
(total number) 		(d) Total events
(add col. (a) through col. (c))
VerticalRevenue 1 Gross receipts . . . 194,987 277,525 262,456 734,968
2 Less: Contributions . . 108,271 210,435 171,603 490,309
3 Gross income (line 1
minus line 2) . . . 		86,716 67,090 90,853 244,659
VerticalDirectExpenses 4 Cash prizes . . .        
5 Noncash prizes . .        
6 Rent/facility costs . . 24,060 5,955 23,629 53,644
7 Food and beverages . 22,719 34,201 34,537 91,457
8 Entertainment . . . 49,600 50,440   100,040
9 Other direct expenses . 21,985 8,036 8,975 38,996
10 Direct expense summary. Add lines 4 through 9 in column (d) ........... right arrow 284,137
11 Net income summary. Subtract line 10 from line 3, column (d)........... right arrow -39,478
Part III
Gaming. Complete if the organization answered "Yes" to Form 990, Part IV, line 19, or reported more than $15,000 on Form 990-EZ, line 6a.
VerticalRevenue (a) Bingo (b) Pull tabs/Instant
bingo/progressive bingo 		(c) Other gaming (d) Total gaming (add col.(a) through col.(c))
1 Gross revenue . . . .     24,710 24,710
VerticalDirectExpenses 2 Cash prizes . . . .     2,125 2,125
3 Non-cash prizes . . .     11,100 11,100
4 Rent/facility costs . . .        
5 Other direct expenses . .     445 445
6 Volunteer labor . . .
%
%
%
7 Direct expense summary. Add lines 2 through 5 in column (d) ........... right arrow 13,670
8 Net gaming income summary. Subtract line 7 from line 1, column (d) ......... right arrow 11,040
9
Enter the state(s) in which the organization operates gaming activities: WI
a
Is the organization licensed to operate gaming activities in each of these states? ............
b
If "No," explain:
 
10a
Were any of the organization's gaming licenses revoked, suspended or terminated during the tax year? .....
b
If "Yes," explain:
 
Schedule G (Form 990 or 990-EZ) 2013
Schedule G (Form 990 or 990-EZ) 2013
Page 3
11
Does the organization operate gaming activities with nonmembers? .................
12
Is the organization a grantor, beneficiary or trustee of a trust or a member of a partnership or other entity
formed to administer charitable gaming? ..........................
13
Indicate the percentage of gaming activity operated in:
a
The organization's facility ......................
13a
%
b
An outside facility ........................
13b
100.000 %
14
Enter the name and address of the person who prepares the organization's gaming/special events books and records:
Name right arrow
Alice Archabal Vice President of I
Address right arrow
8701 Watertown Plank Road
Milwaukee,WI53226
15a
Does the organization have a contract with a third party from whom the organization receives gaming
revenue? ......................................
b
If "Yes," enter the amount of gaming revenue received by the organization right arrow $   and the
amount of gaming revenue retained by the third party right arrow $   .
c
If "Yes," enter name and address of the third party:
Name right arrow
Address right arrow
 
 
16
Gaming manager information:
Name right arrow
ALICE ARCHABAL
Gaming manager compensation right arrow $  
Description of services provided right arrow
SEE PART IV
17
Mandatory distributions:
a
Is the organization required under state law to make charitable distributions from the gaming proceeds to
retain the state gaming license? ............................
b
Enter the amount of distributions required under state law distributed to other exempt organizations or spent
in the organization's own exempt activities during the tax year right arrow$  
Part IV
Supplemental Information. Provide the explanations required by Part I, line 2b, columns (iii) and (v), and Part III, lines 9, 9b, 10b, 15b, 15c, 16, and 17b, as applicable. Also complete this part to provide any additional information (see instructions).
Return Reference Explanation
SCHEDULE G, PART III, LINE 16 RAFFLES (GAMING) ARE CONDUCTED AS PART OF THE FUNDRAISING EVENTS HELD BY MCW. ALICE ARCHABAL HAS OVERSIGHT RESPONSIBILITIES FOR FUNDRAISING EVENTS, BUT DELEGATES SPECIFIC DUTIES TO HER STAFF. SHE IS COMPENSATED FOR HER ROLE AS VP OF INSTITUTIONAL ADVANCEMENT AND DOES NOT RECEIVE SEPARATE COMPENSATION FOR GAMING EVENTS. HER ENTIRE COMPENSATION IS DISCLOSED IN PART VII AND SCHEDULE J AS AN OFFICER OF MCW.
Schedule G (Form 990 or 990-EZ) 2013
Additional Data


Software ID:  
Software Version:  
Schedule I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," to Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990
lBullet Information about Schedule I (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public
Inspection
Name of the organization
The Medical College of Wisconsin Inc
 
Employer identification number
39-0806261
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ....................................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Governments and Organizations in the United States. Complete if the organization answered "Yes" to
Form 990, Part IV, line 21, for any recipient that received more than $5,000. Part II can be duplicated if additional space is needed.
(a) Name and address of organization
or government		 (b) EIN (c) IRC Code section
if applicable		 (d) Amount of cash grant (e) Amount of non-cash
assistance		 (f) Method of valuation
(book, FMV, appraisal,
other)		 (g) Description of
non-cash assistance		 (h) Purpose of grant
or assistance
(1) 16TH ST COMMUNITY HEALTH CENTER
1337S CESAR E CHAVEZ DR
MILWAUKEE,WI53204 		39-1180475 501(c)(3) 14,289       RESEARCH SUBAWARD
(2) 16TH ST COMMUNITY HEALTH CENTER
1337S CESAR E CHAVEZ DR
MILWAUKEE,WI53204 		39-1180475 501(c)(3) 24,688       ADVANCE HEALTH WI
(3) AIDS RESOURCE CENTER OF WISCONSIN INC
PO BOX 510498
MILWAUKEE,WI53203 		39-1534049 501(c)(3) 140,487       RESEARCH SUBAWARD
(4) AIDS TASKFORCE OF GREATER CLEVELAND
3210 EUCLID AVENUE
CLEVELAND,OH44115 		34-1433612 501(c)(3) 185,217       RESEARCH SUBAWARD
(5) AMERICAN ACADEMY OF PEDIATRICS
141 NW PT BLVD
ELK GROVE VILLAGE,IL60007 		36-2275597 501(c)(3) 356,568       RESEARCH SUBAWARD
(6) AMERICAN BOARD OF PEDIATRICS
111 SILVER CEDAR CT
CHAPEL HILL,NC27514 		23-1417504 501(c)(6) 11,556       RESEARCH SUBAWARD
(7) AMERICAN MEDICAL ASSOCIATION
515 N STATE STREET
CHICAGO,IL60654 		36-0727175 501(c)(3) 5,134       RESEARCH SUBAWARD
(8) ANN AND ROBERT H LURIE CHILDRENS HOSPITAL
225 E CHICAGO AVENUE
CHICAGO,IL60611 		36-2170833 501(c)(3) 19,354       RESEARCH SUBAWARD
(9) AURORA HEALTH CARE INC
750 W VIRGINIA STREET
MILWAUKEE,WI53234 		39-1442285 501(c)(3) 35,073       RESEARCH SUBAWARD
(10) BARRON COUNTY
330 E LASALLE AVENUE
BARRON,WI54812 		39-6005668 115 97,038       ADVANCE HEALTH WI
(11) BAYLOR COLLEGE OF MEDICINE
ONE BAYLOR PLAZA
HOUSTON,TX77030 		74-1613878 501(c)(3) 70,237       RESEARCH SUBAWARD
(12) BENEDICT CENTER
135 W WELLS ST STE 700
MILWAUKEE,WI53203 		39-1226475 501(c)(3) 80,627       ADVANCE HEALTH WI
(13) BLOOD CENTER OF WISCONSIN INC
PO BOX 2178
MILWAUKEE,WI53201 		39-0807235 501(c)(3) 2,150,673       RESEARCH SUBAWARD
(14) BLOOD CENTER OF WISCONSIN INC
PO BOX 2178
MILWAUKEE,WI53201 		39-0807235 501(c)(3) 102,980       ADVANCE HEALTH WI
(15) BOYS & GIRLS CLUBS OF GREATER MILWAUKEE INC
1558 NORTH 6TH STREET
MILWAUKEE,WI53212 		39-0806292 501(c)(3) 290,444       ADVANCE HEALTH WI
(16) BREAD OF HEALING INC
1821 N 16TH STREET
MILWAUKEE,WI53205 		81-0669867 501(c)(3) 6,771       ADVANCE HEALTH WI
(17) BROWN COUNTY UNITED WAY
112 N ADAMS ST STE 201
GREEN BAY,WI54301 		39-0806299 501(c)(3) 46,570       ADVANCE HEALTH WI
(18) CELLULAR DYNAMICS INTERNATIONAL INC
525 SCIENCE DRIVE
MADISON,WI53711 		26-1737267 NA 1,023,282       RESEARCH SUBAWARD
(19) CENTER FOR SELF SUFFICIENCY INC
4465 N OAKLAND AVENUE
MILWAUKEE,WI53211 		33-1118674 501(c)(3) 100,462       RESEARCH SUBAWARD
(20) CHILDRENS HEALTHCARE OF ATLANTA
1584 TULLIE CIRCLE
ATLANTA,GA30329 		58-2367819 501(c)(3) 15,708       RESEARCH SUBAWARD
(21) CHILDRENS HOSPITAL OF PHILADELPHIA
34TH ST CVC CTR BLVD
PHILADELPHIA,PA19104 		23-1352166 501(c)(3) 64,354       RESEARCH SUBAWARD
(22) CHILDRENS HOSPITAL AND HEALTH SYSTEM INC
9000 W WISCONSIN AVENUE
MILWAUKEE,WI53201 		39-1500074 501(c)(3) 8,687       ADVANCE HEALTH WI
(23) CHILDRENS HOSPITAL OF WISCONSIN
9000 W WISCONSIN AVENUE
MILWAUKEE,WI53201 		39-0812532 501(c)(3) 409,521       RESEARCH SUBAWARD
(24) CHILDRENS HOSPITAL OF WISCONSIN
9000 W WISCONSIN AVENUE
MILWAUKEE,WI53201 		39-0812532 501(c)(3) 157,343       ADVANCE HEALTH WI
(25) CHILDRENS RESEARCH INSTITUTE
111 MICHIGAN AVE NW
WASHINGTON,DC20010 		52-1654453 501(c)(3) 83,807       RESEARCH SUBAWARD
(26) CITY OF MILWAUKEE HEALTH DEPARTMENT
841 N BROADWAY
MILWAUKEE,WI53202 		39-6005532 115 191,223       RESEARCH SUBAWARD
(27) CITY OF MILWAUKEE HEALTH DEPARTMENT
841 N BROADWAY
MILWAUKEE,WI53202 		39-6005532 115 43,484       ADVANCE HEALTH WI
(28) CLEVELAND CLINIC LERNER COLLEGE OF MEDICINE
9500 EUCLID AVENUE
CLEVELAND,OH44195 		34-1018992 501(c)(3) 114,586       RESEARCH SUBAWARD
(29) COLUMBIA COLLEGE OF NURSING
4425N PORT WASHINGTON RD
GLENDALE,WI53212 		39-1596986 501(c)(3) 9,015       ADVANCE HEALTH WI
(30) COLUMBIA ST MARYS FOUNDATION
4425N PORT WASHINGTON RD
GLENDALE,WI53212 		39-1494981 501(c)(3) 211,146       ADVANCE HEALTH WI
(31) COLUMBIA ST MARYS INC
4425N PORT WASHINGTON RD
GLENDALE,WI53212 		39-1834639 501(c)(3) 5,002       RESEARCH SUBAWARD
(32) COLUMBIA ST MARYS INC
4425N PORT WASHINGTON RD
GLENDALE,WI53212 		39-1834639 501(c)(3) 126,200       ADVANCE HEALTH WI
(33) COMMUNITY ACTION INC OF ROCK & WALWORTH CTY
200 W MILWAUKEE STREET
JANESVILLE,WI53548 		39-1052077 501(c)(3) 129,319       RESEARCH SUBAWARD
(34) CONCORDIA UNIVERSITY WISCONSIN
12800 N LAKE SHORE DRIVE
MEQUON,WI53097 		39-0833608 501(c)(3) 98,612       RESEARCH SUBAWARD
(35) DANA FARBER CANCER INSTITUTE INC
450 BROOKLINE AVENUE
BOSTON,MA02215 		04-2263040 501(c)(3) 12,777       RESEARCH SUBAWARD
(36) DIVERSE AND RESILIENT INC
2439 HOLTON STREET
MILWAUKEE,WI53202 		30-0084616 501(c)(3) 40,569       ADVANCE HEALTH WI
(37) DRYHOOTCH OF AMERICA INC
750 LINCOLN MEMORIAL DR
MILWAUKEE,WI53202 		26-2778659 501(c)(3) 5,550       ADVANCE HEALTH WI
(38) DUKE UNIVERSITY
324 BLACKWELL ST BLDG 850
DURHAM,NC27701 		56-0532129 501(c)(3) 78,413       RESEARCH SUBAWARD
(39) EAU CLAIRE CITY-COUNTY HEALTH DEPARTMENT
720 2ND AVENUE
EAU CLAIRE,WI54703 		39-6005436 115 25,102       ADVANCE HEALTH WI
(40) EMMES CORPORATION THE
401 N WASHINGTON ST
ROCKVILLE,MD20850 		54-1058268 NA 2,902,068       RESEARCH SUBAWARD
(41) EMORY UNIVERSITY
1599 CLIFTON ROAD
ATLANTA,GA30322 		58-0566256 501(c)(3) 40,014       RESEARCH SUBAWARD
(42) GREAT LAKES INTER TRIBAL EPIDEMIOLOGY CENTR
PO BOX 9
LAC DU FLAMBEAU,WI54538 		39-1077479 501(c)(3) 13,577       ADVANCE HEALTH WI
(43) HARBOR HOUSE DOMESTIC ABUSE PROGRAMS
720 W FIFTH ST
APPLETON,WI54914 		39-1870927 501(c)(3) 5,593       ADVANCE HEALTH WI
(44) HEALTH RESEARCH INC ROSWELL PARK CANCER INS
ELM CARLTON STREETS
BUFFALO,NY14263 		14-1402155 501(c)(3) 193,002       RESEARCH SUBAWARD
(45) HEALTH RESEARCH INC ROSWELL PARK CANCER INS
ELM CARLTON STREETS
BUFFALO,NY14263 		14-1402155 501(c)(3) 7,000       ADVANCE HEALTH WI
(46) IMPACT INC
6737WASHINGTON ST 2225
MILWAUKEE,WI53214 		39-0988784 501(c)(3) 9,656       ADVANCE HEALTH WI
(47) INDIANA HEMOPHILIA AND THROMBOSIS CENTR INC
8326 NAAB RD
INDIANAPOLIS,IN46260 		35-2047838 501(c)(3) 32,655       RESEARCH SUBAWARD
(48) INDIANA UNIVERSITY
620 UNION DR RM 518
INDIANAPOLIS,IN46202 		35-6001673 115 44,866       RESEARCH SUBAWARD
(49) INDIANHEAD COMMUNITY ACTION AGENCY
1000 COLLEGE AVE W 40
LADYSMITH,WI54848 		39-1086966 501(c)(3) 106,285       ADVANCE HEALTH WI
(50) IOWA STATE UNIVERSITY
1138 PEARSON HALL
AMES,IA50011 		42-6004224 115 105,898       RESEARCH SUBAWARD
(51) JAMES MADISON UNIVERSITY
MSC 5719
HARRISONBURG,VA22807 		54-6001756 115 27,972       RESEARCH SUBAWARD
(52) JOHNS HOPKINS UNIVERSITY
3910 KESWICK RD N4327B
BALTIMORE,MD21211 		52-0595110 501(c)(3) 42,145       RESEARCH SUBAWARD
(53) KENOSHA COUNTY
8600 SHERIDAN ROAD
KENOSHA,WI53143 		39-6005707 115 141,574       ADVANCE HEALTH WI
(54) LA CAUSA INC
136 W GREENFIELD AVE
MILWAUKEE,WI53204 		39-1247667 501(c)(3) 16,651       RESEARCH SUBAWARD
(55) LA CROSSE COUNTY HEALTH DEPARTMENT
300 4TH STREET N
LA CROSSE,WI54601 		39-6005709 115 71,525       ADVANCE HEALTH WI
(56) LATINO COMMISSION ON AIDS
24 WEST 25TH STREET
NEW YORK,NY10010 		13-3629466 501(c)(3) 46,634       RESEARCH SUBAWARD
(57) MARQUETTE UNIVERSITY
PO BOX 1881
MILWAUKEE,WI53201 		39-0806251 501(c)(3) 509,124       RESEARCH SUBAWARD
(58) MARQUETTE UNIVERSITY
PO BOX 1881
MILWAUKEE,WI53201 		39-0806251 501(c)(3) 181,344       ADVANCE HEALTH WI
(59) MARSHFIELD CLINIC
1000 NORTH OAK AVENUE
MARSHFIELD,WI54449 		39-0452970 501(c)(3) 46,816       RESEARCH SUBAWARD
(60) MAYO CLINIC
200 FIRST STREET SW
ROCHESTER,MN55905 		41-6011702 501(c)(3) 28,742       RESEARCH SUBAWARD
(61) MAYO CLINIC ARIZONA
13400 EAST SHEA BLVD
SCOTTSDALE,AZ85259 		86-0800150 501(c)(3) 16,020       RESEARCH SUBAWARD
(62) MEDICAL UNIVERSITY OF SOUTH CAROLINA
19 HAGWOOD AVE STE 608
CHARLESTON,SC29425 		57-6000722 115 46,812       RESEARCH SUBAWARD
(63) MENTAL HEALTH AMERICA OF WISCONSIN
600 W VIRGINIA ST 502
MILWAUKEE,WI53204 		39-0827843 501(c)(3) 72,176       ADVANCE HEALTH WI
(64) MICHIGAN STATE UNIVERSITY
426 AUDITORIUM RD
EAST LANSING,MI48824 		38-6005984 115 149,926       RESEARCH SUBAWARD
(65) MILWAUKEE HEALTH SERVICES INC
2555 N MARTN LUTH KG DR
MILWAUKEE,WI53212 		39-1664109 501(c)(3) 45,964       RESEARCH SUBAWARD
(66) MILWAUKEE PUBLIC SCHOOLS
5225 WEST VLIET STREET
MILWAUKEE,WI53208 		39-6003457 115 328,080       ADVANCE HEALTH WI
(67) MILWAUKEE SCHOOL OF ENGINEERING
1025 N BROADWAY ST
MILWAUKEE,WI53202 		39-0477970 501(c)(3) 149,467       RESEARCH SUBAWARD
(68) MISSISSIPPI STATE UNIVERSITY
133 ETHEREDGE
MISSISSIPPI STATE,MS39762 		64-6000819 115 39,493       RESEARCH SUBAWARD
(69) NASHVILLE CARES
501 BRICK CHURCH PRK DR
NASHVILLE,TN37207 		62-1274532 501(c)(3) 41,558       RESEARCH SUBAWARD
(70) NATIONAL MARROW DONOR PROGRAM
3001 BROADWAY ST NE
MINNEAPOLIS,MN55413 		84-0865803 501(c)(3) 8,741,610       RESEARCH SUBAWARD
(71) NATIONWIDE CHILDRENS HOSPITAL INC
700 CHILDRENS DRIVE
COLUMBUS,OH43205 		31-4379441 501(c)(3) 10,454       RESEARCH SUBAWARD
(72) NEIGHBORHOOD HOUSE OF MILWAUKEE INC
2819 W RICHARDSON PLACE
MILWAUKEE,WI53209 		39-0806269 501(c)(3) 144,237       RESEARCH SUBAWARD
(73) NEW CONCEPT SELF DEVELOPMENT CENTER INC
4828 W FOND DU LAC AVE
MILWAUKEE,WI53216 		39-1220236 501(c)(3) 58,794       RESEARCH SUBAWARD
(74) NEW JERSEY INSTITUTE OF TECHNOLOGY
UNIVERSITY HEIGHTS
NEWARK,NJ07102 		22-6000910 115 62,508       RESEARCH SUBAWARD
(75) NORTH CAROLINA STATE UNIVERSITY
2701 SULLIVAN DR 240
RALEIGH,NC27695 		56-6000756 115 40,016       RESEARCH SUBAWARD
(76) NORTHERN ILLINOIS UNIVERSITY
301 LOWDEN HALL
DEKALB,IL60115 		36-6008480 115 24,287       RESEARCH SUBAWARD
(77) NORTHWESTERN UNIVERSITY
633 NORTH CLARK STREET
EVANSTON,IL60208 		36-2167817 501(c)(3) 596,651       RESEARCH SUBAWARD
(78) OREGON HEALTH AND SCIENCE UNIVERSITY
2525 SW FIRST AVENUE
PORTLAND,OR97201 		93-1176109 115 39,885       RESEARCH SUBAWARD
(79) PLANNED PARENTHOOD OF WISCONSIN INC
302 NORTH JACKSON
MILWAUKEE,WI53202 		39-0863391 501(c)(3) 88,930       ADVANCE HEALTH WI
(80) PROGRESSIVE COMMUNITY HEALTH CENTERS
3522 W LISBON AVENUE
MILWAUKEE,WI53208 		39-1958810 501(c)(3) 35,454       ADVANCE HEALTH WI
(81) PROHEALTH CARE INC
725 AMERICAN AVENUE
WAUKESHA,WI53188 		39-1314542 501(c)(3) 51,006       ADVANCE HEALTH WI
(82) RACINE KENOSHA COMMUNITY ACTION AGENCY
2113 N WISCONSIN ST
RACINE,WI53402 		39-1087210 501(c)(3) 15,509       RESEARCH SUBAWARD
(83) RED CLIFF COMMUNITY HEALTH CENTER
PO BOX 529
BAYFIELD,WI54814 		39-1178866 NA 89,269       ADVANCE HEALTH WI
(84) REGENTS OF THE UNIVERSITY OF MINNESOTA
200 OAK ST SE STE 450
MINNEAPOLIS,MN55455 		41-6007513 115 59,639       RESEARCH SUBAWARD
(85) RICE UNIVERSITY
6100 MAIN STREET NO MS 70
HOUSTON,TX77005 		74-1109620 501(c)(3) 68,264       RESEARCH SUBAWARD
(86) SCRIPPS RESEARCH INSTITUTE THE
10550 N TORREY PINES RD
LA JOLLA,CA92037 		33-0435954 501(c)(3) 127,656       RESEARCH SUBAWARD
(87) SET MINISTRY INC
2977 N 50 STREET
MILWAUKEE,WI53210 		39-1618277 501(c)(3) 68,508       ADVANCE HEALTH WI
(88) SILVER SPRING NEIGHBORHOOD CENTER INC
5460 NORTH 64TH STREET
MILWAUKEE,WI53218 		39-0966281 501(c)(3) 96,507       RESEARCH SUBAWARD
(89) SOUTH CAROLINA HIVAIDS COUNCIL
1518 PICKENS STREET
COLUMBIA,SC29201 		57-0994526 501(c)(3) 43,826       RESEARCH SUBAWARD
(90) ST JOSEPHS HOSPITAL AND MEDICAL CENTER
350 W THOMAS ROAD
PHOENIX,AZ85013 		94-1196203 501(c)(3) 59,507       RESEARCH SUBAWARD
(91) ST MARTIN DE PORRES CATHOLIC CHURCH
128 W BURLEIGH STREET
MILWAUKEE,WI53212 		39-1821873 NA 23,687       ADVANCE HEALTH WI
(92) TRUVEN HEALTH ANALYTICS INC
777 E EISENHOWER PKWY
ANN ARBOR,MI48108 		06-1467923 NA 49,750       RESEARCH SUBAWARD
(93) TUFTS UNIVERSITY
169 HOLLAND STREET
BOSTON,MA02144 		04-2103634 501(c)(3) 334,805       RESEARCH SUBAWARD
(94) TULANE UNIVERSITY
6823 ST CHARLES AVE
NEW ORLEANS,LA70118 		72-0423889 501(c)(3) 25,288       RESEARCH SUBAWARD
(95) UNITED COMMUNITY CENTER
1028 S 9TH STREET
MILWAUKEE,WI53204 		39-1146191 501(c)(3) 93,511       ADVANCE HEALTH WI
(96) UNITED DYNACARE LLC
9200 W WISCONSIN AVENUE
MILWAUKEE,WI53226 		39-1896819 NA 17,636       RESEARCH SUBAWARD
(97) UNITED NEIGHBORHOOD CENTERS OF MILW INC
710N PLANKINTON AVE740
MILWAUKEE,WI53203 		90-6031721 501(c)(3) 33,834       RESEARCH SUBAWARD
(98) UNITED NEIGHBORHOOD CENTERS OF MILW INC
710N PLANKINTON AVE740
MILWAUKEE,WI53203 		90-6031721 501(c)(3) 215,373       ADVANCE HEALTH WI
(99) UNITED WAY OF GREATER MILWAUKEE
225 W VINE STREET
MILWAUKEE,WI53212 		39-0806190 501(c)(3) 5,408       RESEARCH SUBAWARD
(100) UNIVERSITY OF ALABAMA AT BIRMINGHAM
1530 3RD AVENUE SOUTH
BIRMINGHAM,AL35294 		63-6005396 115 170,776       RESEARCH SUBAWARD
(101) UNIVERSITY OF CALIFORNIA LOS ANGELES
10920 WILSHIRE BLVD
LOS ANGELES,CA90024 		95-6006143 115 31,723       RESEARCH SUBAWARD
(102) UNIVERSITY OF CALIFORNIA SAN DIEGO
9500 GILMAN DRIVE
LA JOLLA,CA92093 		95-6006144 115 770,345       RESEARCH SUBAWARD
(103) UNIVERSITY OF CALIFORNIA SAN FRANCISCO
1855 FOLSOM ST
SAN FRANCISCO,CA94143 		94-6036493 115 117,503       RESEARCH SUBAWARD
(104) UNIVERSITY OF CALIFORNIA SANTA CRUZ
1156 HIGH STREET
SANTA CRUZ,CA95064 		94-1539563 115 62,855       RESEARCH SUBAWARD
(105) UNIVERSITY OF CENTRAL FLORIDA
12201 RESEARCH PKWY 501
ORLANDO,FL32826 		59-2924021 115 36,305       RESEARCH SUBAWARD
(106) UNIVERSITY OF CHICAGO
5801 SOUTH ELLIS AVENUE
CHICAGO,IL60637 		36-2177139 501(c)(3) 51,781       RESEARCH SUBAWARD
(107) UNIVERSITY OF CINCINNATI
51 GOODMAN DRIVE
CINCINNATI,OH45221 		31-6000989 115 7,406       RESEARCH SUBAWARD
(108) UNIVERSITY OF CONNECTICUT HEALTH CENTER
263 FARMINGTON AVENUE
FARMINGTON,CT06030 		52-1725543 115 24,600       ADVANCE HEALTH WI
(109) UNIV OF GEORGIA RESEARCH FOUNDATION INC
456 EAST BROAD STREET
ATHENS,GA30602 		58-1353149 501(c)(3) 479,221       RESEARCH SUBAWARD
(110) UNIVERSITY OF HOUSTON
5000 GULF FWY BLDG 2 218
HOUSTON,TX77204 		74-6001399 115 149,054       RESEARCH SUBAWARD
(111) UNIVERSITY OF ILLINOIS
506 SOUTH WRIGHT STREET
URBANA,IL61801 		37-6000511 115 120,454       RESEARCH SUBAWARD
(112) UNIVERSITY OF IOWA
2 GILLMORE HALL
IOWA CITY,IA52242 		42-6004813 115 19,673       RESEARCH SUBAWARD
(113) UNIVERSITY OF MASSACHUSETTS LOWELL
ONE UNIVERSITY AVENUE
LOWELL,MA01854 		04-3167352 115 41,435       RESEARCH SUBAWARD
(114) UNIVERSITY OF MEDICINE AND DENTISTRY OF NJ
65 BERGEN STREET
NEWARK,NJ07107 		22-1775306 115 70,916       RESEARCH SUBAWARD
(115) UNIVERSITY OF MISSISSIPPI MEDICAL CENTER
2500 NORTH STATE STREET
JACKSON,MS39216 		64-6008520 115 107,029       RESEARCH SUBAWARD
(116) UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL
PO BOX 309
CHAPEL HILL,NC27514 		56-6001393 115 89,950       RESEARCH SUBAWARD
(117) UNIVERSITY OF PITTSBURGH
123 UNIVERSITY PLACE
PITTSBURGH,PA15213 		25-0965591 115 73,615       RESEARCH SUBAWARD
(118) UNIVERSITY OF ROCHESTER
1325 MT HOPE AVENUE
ROCHESTER,NY14620 		16-0743209 501(c)(3) 156,245       RESEARCH SUBAWARD
(119) UNIVERSITY OF SOUTH FLORIDA
3650 SPECTRUM BLVD STE 160
TAMPA,FL33612 		59-3102112 115 86,405       RESEARCH SUBAWARD
(120) UNIV OF TEXAS HEALTH SCIENCE CENTER HOUSTON
7000 FANNIN UCT 1006
HOUSTON,TX77030 		74-1761309 115 42,864       RESEARCH SUBAWARD
(121) UNIV OF TEXAS M D ANDERSON CANCER CENTER
1515 HOLCOMBE BLVD
HOUSTON,TX77030 		74-6001118 115 55,454       RESEARCH SUBAWARD
(122) UNIV OF TEXAS MEDICAL BRANCH
301 UNIVERSITY BLVD
GALVESTON,TX77555 		74-6000949 115 5,416       RESEARCH SUBAWARD
(123) UNIV OF TEXAS SOUTHWESTERN MEDICAL CENTER
5323 HARRY HINES BOULEVARD
DALLAS,TX75390 		75-6002868 115 96,094       RESEARCH SUBAWARD
(124) UNIVERSITY OF UTAH
75 SOUTH 2000 EAST
SALT LAKE CITY,UT84112 		87-6000525 115 137,597       RESEARCH SUBAWARD
(125) UNIVERSITY OF WASHINGTON
3903 BROOKLYN AVENUE
SEATTLE,WA98105 		91-6001537 115 129,111       RESEARCH SUBAWARD
(126) UNIVERSITY OF WI HOSPITAL AND CLINICS AUTH
1675 HIGHWAY AVENUE
MADISON,WI53792 		39-1835630 115 112,105       RESEARCH SUBAWARD
(127) UNIVERSITY OF WISCONSIN LA CROSSE
1725 STATE STREET
LA CROSSE,WI54601 		39-1805963 115 105,589       ADVANCE HEALTH WI
(128) UNIVERSITY OF WISCONSIN MADISON
21 N PARK ST SUITE 6401
MADISON,WI53715 		39-6006492 115 230,810       RESEARCH SUBAWARD
(129) UNIVERSITY OF WISCONSIN MILWAUKEE
PO BOX 413
MILWAUKEE,WI53201 		39-1805963 115 278,911       RESEARCH SUBAWARD
(130) UNIVERSITY OF WISCONSIN MILWAUKEE
PO BOX 413
MILWAUKEE,WI53201 		39-1805963 115 103,352       ADVANCE HEALTH WI
(131) UWM RESEARCH FOUNDATION INC
1440 EAST NORTH AVENUE
MILWAUKEE,WI53202 		20-8297675 501(c)(3) 15,389       ADVANCE HEALTH WI
(132) URBAN ECOLOGY CENTER INC
1500 E PARK PLACE
MILWAUKEE,WI53211 		39-1712663 501(c)(3) 32,436       ADVANCE HEALTH WI
(133) VANDERBILT UNIVERSITY
2301 VANDERBILT PLACE
NASHVILLE,TN37240 		62-0476822 501(c)(3) 39,160       RESEARCH SUBAWARD
(134) WAKE FOREST UNIVERSITY HEALTH SCIENCES
MEDICAL CENTER BLVD
WINSTON SALEM,NC27157 		22-3849199 501(c)(3) 242,945       RESEARCH SUBAWARD
(135) WALNUT WAY CONSERVATION CORP
2247 NORTH 17TH STREET
MILWAUKEE,WI53205 		39-2007850 501(c)(3) 42,755       ADVANCE HEALTH WI
(136) WASHINGTON UNIVERSITY
700ROSEDALE AVE BOX1034
ST LOUIS,MO63112 		43-0653611 501(c)(3) 379,038       RESEARCH SUBAWARD
(137) WAYNE STATE UNIVERSITY
5700 CASS AVENUE
DETROIT,MI48202 		38-6028429 115 37,018       RESEARCH SUBAWARD
(138) WEST VIRGINIA UNIVERSITY RESEARCH CORP
886 CHESTNUT RIDGE RD
MORGANTOWN,WV26506 		55-0665758 501(c)(3) 5,922       RESEARCH SUBAWARD
(139) WISCONSIN COMMUNITY SERVICES INC
3732 W WISC AVE NO 200
MILWAUKEE,WI53208 		39-0808464 501(c)(3) 251,635       ADVANCE HEALTH WI
(140) WISCONSIN PUBLIC HEALTH ASSN
702 EISENHOWER DR STE A
KIMBERLY,WI54136 		39-6084243 501(c)(3) 234,050       ADVANCE HEALTH WI
(141) WISCONSIN RURAL WOMENS INITIATIVE INC
W3319 POTTER ROAD
ELKHORN,WI53121 		39-1921744 501(c)(3) 47,589       ADVANCE HEALTH WI
(142) WRAPAROUND MILWAUKEE
9201 WATERTOWN PLANK RD
MILWAUKEE,WI53226 		39-6005720 115 6,992       ADVANCE HEALTH WI
(143) YMCA OF RACINE WISCONSIN
725 LAKE AVENUE
RACINE,WI53403 		39-0807254 501(c)(3) 107,915       RESEARCH SUBAWARD
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................ Bullet Image
128
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
6
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2013

Schedule I (Form 990) 2013
Page 2
Part III
Grants and Other Assistance to Individuals in the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.
(a)Type of grant or assistance (b)Number of
recipients		 (c)Amount of
cash grant		 (d)Amount of
non-cash assistance		 (e)Method of valuation (book,
FMV, appraisal, other)		 (f)Description of non-cash assistance
(1) MEDICAL STUDENT SCHOLARSHIPS - FUNDED EXTERNAL 170   990,909 BOOK SCHOLARSHIPS
(2) MEDICAL STUDENT SCHOLARSHIPS - FUNDED INTERNAL 97   1,545,214 BOOK SCHOLARSHIPS
(3) GRADUATE SCHOOL SCHOLARSHIPS 191   4,887,130 BOOK SCHOLARSHIPS
(4) STUDENT AWARDS 94 59,222      
(5) RESEARCH TRAINEE STIPENDS 301 644,862      




Part IV
Supplemental Information. Provide the information required in Part I, line 2, Part III, column (b), and any other additional information.
Return Reference Explanation
Schedule I, Part I, Line 2 MEDICAL AND GRADUATE SCHOOL SCHOLARSHIPS ARE APPLIED DIRECTLY TO STUDENTS' ACCOUNTS AT MCW. MCW MAINTAINS RECORDS TO JUSTIFY THE AWARD DECISIONS, INCLUDING THE FINANCIAL AID ELIGIBILITY OF THE RECIPIENTS. In support of its research mission, MCW is the recipient of Federal and non-federal grant funds. Some of the grant awards are subawarded to qualified organizations (subrecipients) to assist or provide an intellectual contribution to the project based on the requirements of the prime award. MCW's community engagement mission is complemented by the Advancing a Healthier Wisconsin (AHW) endowment under which funds are awarded to qualified organizations to support initiatives that improve the health of the residents of the State of Wisconsin. To monitor the use of research subawards and AHW awarded funds, MCW enters into signed subaward agreements which contain the terms and conditions of the subaward relationship. The subaward agreements require that prior to reimbursement of expenses, the subrecipient provides a certified invoice to MCW. Before approval of an invoice for payment, MCW verifies that the invoice and any supporting documentation submitted by the subrecipient match the approved subaward budget and that the cost detail presented provides reasonable assurance that costs to be reimbursed are allowable, allocable, and reasonable. Progress reports submitted by the subrecipient are reviewed to determine that progress is being made toward the goals and objectives of the subaward. MCW obtains an annual OMB Circular A-133 audit report, or a financial audit report or subrecipient questionnaire for organizations not subject to OMB Circular A-133, to ensure that audit findings do not exist which would impact awarded funds. In cases where an audit is not required or if audit findings are noted, MCW assesses the risk of the organization and performs additional monitoring tasks.
Schedule I (Form 990) 2013


Additional Data


Software ID:  
Software Version:  


Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" to Form 990, Part IV, line 23.
SchJMediumBullet Attach to Form 990. SchJMediumBullet See separate instructions.
SchJMediumBullet Information about Schedule J (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
The Medical College of Wisconsin Inc
 
Employer identification number

39-0806261
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed in Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes in line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain....
1b
Yes
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked in line 1a? ..
2
Yes
 
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed in Form 990, Part VII, Section A, line 1a with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? ................
4a
 
No
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
Yes
 
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3) and 501(c)(4) organizations only must complete lines 5-9.
5
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ...........................
5a
 
No
b
Any related organization? .........................
5b
 
No
If "Yes," to line 5a or 5b, describe in Part III.
6
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ...........................
6a
Yes
 
b
Any related organization? .........................
6b
Yes
 
If "Yes," to line 6a or 6b, describe in Part III.
7
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization provide any non-fixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
Yes
 
8
Were any amounts reported in Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III .............................
8
 
No
9
If "Yes" to line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2013

Schedule J (Form 990) 2013
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported in Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.
(A) Name and Title (B) Breakdown of W-2 and/or 1099-MISC compensation (C) Retirement and other deferred compensation (D) Nontaxable
benefits		 (E) Total of columns
(B)(i)-(D) 		(F) Compensation
reported as deferred
in prior Form 990
(i) Base compensation (ii) Bonus & incentive compensation (iii) Other reportable compensation
(1)JOHN R RAYMOND SR MDTRUSTEE/PRESIDENT AND CEO (i)
(ii)		 665,072
  		85,000
  		58,672
  		100,740
  		24,857
  		934,341
  		 
 
(2)JOSEPH KERSCHNER MDTRUSTEE/DEAN AND EXEC VP (i)
(ii)		 695,154
  		90,000
  		50,886
  		104,400
  		25,346
  		965,786
  		 
 
(3)ALLEN COWLEY JR PHDTRUSTEE (i)
(ii)		 375,472
  		0
  		0
  		20,400
  		26,980
  		422,852
  		 
 
(4)RAVINDRA P MISRA PHDDEAN OF GRADUATE SCHOOL (i)
(ii)		 163,077
  		0
  		0
  		13,225
  		10,599
  		186,901
  		 
 
(5)G ALLEN BOLTON JRSENIOR VP AND COO (i)
(ii)		 401,744
  		72,000
  		22,761
  		69,360
  		26,756
  		592,621
  		 
 
(6)DANIEL WICKEHAMVP - CORPORATE COMPLIANCE (i)
(ii)		 213,747
  		0
  		1,178
  		17,439
  		25,346
  		257,710
  		 
 
(7)KATHRYN A KUHNVP - GOVT/COMM RELATIONS (i)
(ii)		 177,239
  		0
  		22,078
  		14,767
  		27,846
  		241,930
  		 
 
(8)SHERRI DUCHARME-WHITEVP - HUMAN RESOURCES (i)
(ii)		 250,202
  		0
  		558
  		20,400
  		27,846
  		299,006
  		 
 
(9)DAVID HOTCHKISSVP - INFO SERVICES/CIO (i)
(ii)		 206,234
  		14,470
  		688
  		20,400
  		29,084
  		270,876
  		 
 
(10)JAMES W HEALDVP - INST ADVANCE TO 7/28/13 (i)
(ii)		 178,312
  		0
  		4,917
  		14,569
  		17,551
  		215,349
  		 
 
(11)CHERYL MAURANA PHDVP - STRATEGIC OUTREACH (i)
(ii)		 357,954
  		12,000
  		396
  		20,400
  		26,264
  		417,014
  		 
 
(12)SARAH D COHN JDVP - GENERAL COUNSEL/ASST SEC (i)
(ii)		 326,030
  		0
  		7,376
  		20,400
  		10,283
  		364,089
  		 
 
(13)MARJORIE SPENCERCHIEF FINANCIAL OFFICER (i)
(ii)		 338,897
  		0
  		804
  		20,400
  		25,346
  		385,447
  		 
 
(14)ROY L SILVERSTEIN MDCHAIR DEPT OF MEDICINE/PROF (i)
(ii)		 520,608
  		47,500
  		538
  		20,400
  		25,335
  		614,381
  		 
 
(15)ROBERT LANE MDCHAIR DEPT PEDS/PROF 1/28/13 (i)
(ii)		 376,262
  		100,000
  		3,087
  		20,400
  		22,405
  		522,154
  		 
 
(16)KEVIN J KELLY MDINT CHAIR PEDS/PROF TO 1/27/13 (i)
(ii)		 166,448
  		0
  		0
  		13,456
  		10,514
  		190,418
  		 
 
(17)DENNIS MAIMAN MD PHDPROF & CHAIR OF NEUROSURGERY (i)
(ii)		 1,313,808
  		359,265
  		7,846
  		20,400
  		25,725
  		1,727,044
  		 
 
(18)JAMES S TWEDDELL MDPROF & CHIEF OF CARDIO SURGERY (i)
(ii)		 1,541,485
  		349,576
  		1,640
  		20,400
  		25,008
  		1,938,109
  		 
 
(19)JOHNNY C HONG MDASSOC PROF& CHIEF TRANSPL SURG (i)
(ii)		 774,114
  		275,000
  		30,851
  		20,400
  		25,218
  		1,125,583
  		 
 
(20)J CHANNING TASSONE MDASSOC PROF OF ORTHO SURGERY (i)
(ii)		 496,294
  		698,000
  		461
  		20,400
  		25,443
  		1,240,598
  		 
 
(21)JOHN G THOMETZ MDPROF OF ORTHOPAEDIC SURGERY (i)
(ii)		 746,504
  		406,000
  		1,921
  		20,400
  		25,290
  		1,200,115
  		 
 
(22)ANN NATTINGER MD MPHPROF/FORMER INT CHAIR DEPT MED (i)
(ii)		 330,729
  		10,078
  		10,048
  		20,400
  		27,677
  		398,932
  		 
 
(23)ROBERT M KLIEGMAN MDPROF/FORMER CHAIR DEPT OF PEDS (i)
(ii)		 237,154
  		0
  		340
  		19,312
  		25,007
  		281,813
  		 
 
(24)JONATHAN I RAVDIN MDFORMER TRUSTEE/DEAN & EXEC VP (i)
(ii)		 0
  		0
  		206,316
  		0
  		0
  		206,316
  		194,650
 
Schedule J (Form 990) 2013

Schedule J (Form 990) 2013
Page 3
Part III
Supplemental Information
Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II.
Also complete this part for any additional information.
Return Reference Explanation
SCHEDULE J, PART I, LINE 1 MCW PAID BUSINESS SOCIAL CLUB MEMBERSHIP DUES ON BEHALF OF TWO OFFICERS DURING CALENDAR YEAR 2013. MEMBERSHIPS ARE USED FOR MONTHLY BOARD AND COMMITTEE MEETINGS AND FOR OTHER BUSINESS MEETINGS. PERSONAL USE OF THE CLUBS BY THESE INDIVIDUALS IS REPORTED TO MCW AND IS TREATED AS A TAXABLE EVENT TO THE INDIVIDUAL. MCW PROVIDES DISCRETIONARY SPENDING ACCOUNTS TO SEVEN OFFICERS AND TWO OF ITS HIGHEST COMPENSATED EMPLOYEES. THE SPENDING ACCOUNTS ARE NOT PART OF AN ACCOUNTABLE PLAN AND ARE FULLY TAXABLE TO THESE INDIVIDUALS.
SCHEDULE J, PART I, LINE 4B MCW has five deferred compensation executive agreements, which comprise its supplemental nonqualified retirement plan (457(f) plan). Four of the agreements involve individuals listed on Form 990, Part VII. Three agreements are currently deferring benefits and two are not. MCW contributes 12% of each currently participating executive's salary. The amounts of employer contributions to this plan for calendar year 2013 for currently participating executives are as follows: John R. Raymond, Sr. MD - $80,340 G. Allen Bolton, Jr. - $48,960 Joseph Kerschner, MD - $84,000 Participants vest on the earliest of the following conditions: employee's death, employment termination due to disability, involuntary termination by MCW not for cause, or the date the employee satisfies the two year non-compete covenant and a minimum of three to five years of service. Participant Jonathan I. Ravdin, MD became vested in his deferred compensation agreement during calendar year 2013 and received a final deferred compensation payout of $206,316.
SCHEDULE J, PART I, LINE 6 THE PHYSICIANS' INCENTIVE PAYMENTS ARE BASED ON THE PROFITABILITY OF THEIR INDIVIDUAL PRACTICE GROUPS, NOT MCW AS A WHOLE. THE INDIVIDUAL PRACTICE GROUPS ARE CONTAINED IN EITHER MCW OR CHILDREN'S SPECIALTY GROUP, INC., A RELATED ORGANIZATION.
SCHEDULE J, PART I, LINE 7 SELECTED OFFICERS ARE ELIGIBLE FOR INCENTIVE COMPENSATION BASED ON QUANTIFIABLE METRICS APPROVED IN ADVANCE. A PORTION OF SUCH COMPENSATION IS SUBJECT TO THE DISCRETION OF THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES.
SCHEDULE J, PART II Allen Cowley, Jr., PhD, Chair of Physiology, is compensated for his work at MCW as a Professor, not for his role as trustee. Ann Nattinger, MD and Robert Kliegman, MD are compensated as Professors/Physicians, not for their former roles as key employees.
Schedule J (Form 990) 2013

Additional Data


Software ID:  
Software Version:  
Schedule K
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Information on Tax Exempt Bonds
SchKMediumBullet Complete if the organization answered "Yes" to Form 990, Part IV, line 24a. Provide descriptions,
explanations, and any additional information in Part VI.
SchKMediumBullet Attach to Form 990. SchKMediumBullet See separate instructions.
SchKMediumBulletInformation about Schedule K (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public
Inspection
Name of the organization
The Medical College of Wisconsin Inc
 
Employer identification number
39-0806261
Part I
Bond Issues
(a) Issuer name (b) Issuer EIN (c) CUSIP # (d) Date issued (e) Issue price (f) Description of purpose (g) Defeased (h) On
behalf of
issuer 		(i) Pool
financing
Yes No Yes No Yes No
A WHEFA SERIES 2004AB
  		39-1337855 97710VWS3 11-17-2004 21,291,516 REFUND WHEFA 1993 SERIES   X   X   X
B WHEFA SERIES 2004AB
  		39-1337855 97710VWS3 11-17-2004 99,987,987 CONSTRUCTION/CAPITAL PROJECTS   X   X   X
C WHEFA SERIES 2008A
  		39-1337855 97710BDG4 07-30-2008 80,302,421 CONSTR/CAP PROJ/REF 2004 B1 SERIES   X   X   X
D WHEFA SERIES 2008B
  		39-1337855 97710BDK5 09-04-2008 67,500,000 REFUND WHEFA 2004B2 SERIES   X   X   X
WHEFA SERIES 2010
  		39-1337855 97710BZK1 11-24-2010 29,248,225 REFUND WHEFA 1996 AND 1997 SERIES   X   X   X
Part II
Proceeds
A B C D
1 Amount of bonds retired . . . . . . . . . . . . . . 16,401,786 83,973,214 4,370,000 0
2 Amount of bonds legally defeased . . . . . . . . . . . 0 0 0 0
3 Total proceeds of issue . . . . . . . . . . . . . . 21,291,516 105,137,403 80,907,664 67,501,101
4 Gross proceeds in reserve funds . . . . . . . . . . . . 0 3 7,935,624 0
5 Capitalized interest from proceeds . . . . . . . . . . . 0 8,078,045 6,709,813 0
6 Proceeds in refunding escrows . . . . . . . . . . . . 0 0 0 0
7 Issuance costs from proceeds . . . . . . . . . . . . 203,337 927,614 874,539 474,412
8 Credit enhancement from proceeds . . . . . . . . . . . 220,596 1,132,626 0 676,689
9 Working capital expenditures from proceeds . . . . . . . . . 0 0 0 0
10 Capital expenditures from proceeds . . . . . . . . . . . 0 94,999,118 44,078,900 0
11 Other spent proceeds . . . . . . . . . . . . . . 20,867,583 0 21,725,000 66,350,000
12 Other unspent proceeds . . . . . . . . . . . . . . 0 0 0 0
13 Year of substantial completion . . . . . . . . . . . . 2009 2009 2013
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue? . . . . . X     X X   X  
15 Were the bonds issued as part of an advance refunding issue? . . . . .   X   X   X   X
16 Has the final allocation of proceeds been made? . . . . . . . . X   X   X   X  
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? . . . . . . . . . . . . . . X   X   X   X  
Part III
Private Business Use
A B C D
Yes No Yes No Yes No Yes No
1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? . . . . . . .   X   X   X   X
2 Are there any lease arrangements that may result in private business use of bond-financed property? . . . . . . . . . X   X   X   X  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 2013
Schedule K (Form 990) 2013
Page 2
Part III
Private Business Use (Continued)
A B C D
Yes No Yes No Yes No Yes No
3a Are there any management or service contracts that may result in private business use of bond-financed property? . . . . . . . . . . . .   X   X X     X
b If "Yes" to line 3a, does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts relating to the financed property?   X       X    
c Are there any research agreements that may result in private business use of bond-financed property? . . . . . . . . . . . . . . . X   X   X   X  
d If "Yes" to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any research agreements relating to the financed property?   X   X   X   X
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government . . SchKMediumBullet 0 % 0.192 % 0.295 % 0.189 %
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government . . . . . . . SchKMediumBullet 0 %   0 %  
6 Total of lines 4 and 5 . . . . . . . . . . . . . 0.192 % 0.192 % 0.295 % 0.189 %
7 Does the bond issue meet the private security or payment test? . . . . .   X   X   X   X
8a Has there been a sale or disposition of any of the bond financed property to a nongovernmental person other than a 501(c)(3) organization since the bonds were issued?. . . . . . . . . . . . . . . . . X   X   X   X  
b If "Yes" to line 8a, enter the percentage of bond-financed property sold or disposed of. 0.080 % 0.080 % 0.032 % 0.081 %
c If "Yes" to line 8a, was any remedial action taken pursuant to Regulations sections 1.141-12 and 1.145-2? . . . . . . . . . . . . . X   X   X   X  
9 Has the organization established written procedures to ensure that all nonqualified bonds of the issue are remediated in accordance with the requirements under
Regulations sections 1.141-12 and 1.145-2? . . . . . . . 		X   X   X   X  
Part IV
Arbitrage
A B C D
Yes No Yes No Yes No Yes No
1 Has the issuer filed Form 8038-T? . . . . .   X   X   X   X
2 If "No" to line 1, did the following apply? . . . .
a Rebate not due yet? . . . . . . . .   X   X   X   X
b Exception to rebate? . . . . . . . . X   X   X   X  
c No rebate due? . . . . . . . . X   X   X   X  
If you checked "No rebate due" in line 2c, provide in
Part VI the date the rebate computation was performed
3 Is the bond issue a variable rate issue? . . . .   X   X   X X  
4a Has the organization or the governmental issuer entered into a qualified hedge with respect to the bond issue?   X   X   X X  
b Name of provider . . . . . . . . . 0
  		0
  		0
  		 
 
c Term of hedge . . . . . . . . . . 25.2     25.2
d Was the hedge superintegrated? . . . .   X           X
e Was the hedge terminated? . . . . . .   X           X
Schedule K (Form 990) 2013
Schedule K (Form 990) 2013
Page 3
Part IV
Arbitrage (Continued)
A B C D
Yes No Yes No Yes No Yes No
5a Were gross proceeds invested in a guaranteed investment contract (GIC)? . . . . . . . . .   X   X   X   X
b Name of provider . . . . . . . . . 0
  		0
  		0
  		0
 
c Term of GIC . . . . . . . . . .        
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? . . . . .                
6 Were any gross proceeds invested beyond an available temporary period? . . . . . . . .   X X   X     X
7 Has the organization established written procedures to monitor the requirements of section 148? . . . X   X   X   X  
Part V
Procedures To Undertake Corrective Action
A B C D
Yes No Yes No Yes No Yes No
Has the organization established written procedures to ensure that violations of federal tax requirements are timely identified and corrected through the voluntary closing agreement program if self-remediation is not available under applicable regulations? X   X   X   X  
Part VI
Supplemental Information. Provide additional information for responses to questions on Schedule K (see instructions).
Return Reference Explanation
SCHEDULE K, PARTS I & II MCW'S 2004 BOND ISSUE CONSISTED OF THREE TAX-EXEMPT SERIES (SERIES A, B1, AND B2), WHICH WERE ALL INCLUDED ON TWO FORM 8038'S UPON ISSUANCE. ONE FORM 8038 REPORTED THE NEW AMOUNTS BORROWED AND THE OTHER REPORTED A REFUNDING OF MCW'S 1993 BONDS. THE 2004 SERIES B1 AND B2 BONDS WERE SUBSEQUENTLY REFUNDED BY TWO 2008 BOND SERIES AND ONLY THE 2004 SERIES A BONDS REMAIN OUTSTANDING AS OF JUNE 30, 2014. THE FINAL CUSIP NUMBER ON THE TWO 2004 FORM 8038'S RELATED TO A 2004 SERIES B2 BOND WHICH IS NO LONGER OUTSTANDING. THE FINAL CUSIP NUMBER INCLUDED ON SCHEDULE K, PART 1, LINE 1 FOR SERIES 2004AB REPRESENTS ONE OF THE TWO LATEST 2004 SERIES A BONDS WHICH MATURE ON DECEMBER 1, 2024. THE OTHER FINAL CUSIP NUMBER WHICH ALSO MATURES ON DECEMBER 1, 2024 IS 97710VWQ7.
SCHEDULE K, PART II, LINE 3 Differences between the issue price and the proceeds of the bond issue for Series 2004AB, Series 2008A and Series 2008B relate to investment income earned on construction and reserve funds. Schedule K, Part III Part III of Schedule K was prepared to account for funds used for new projects (post-December 31, 2002) of each bond issue and does not include any portion which refunded pre-December 31, 2002 bond issues. Schedule K, Part III, LINES 3B & 3D MCW utilizes internal counsel to review its management contracts, service contracts and research agreements relating to financed assets. SCHEDULE K, PART IV, LINE 2C, GROUP 1 COLUMN A AND B - A REBATE COMPUTATION WAS PERFORMED ON 04/23/2009. COLUMN C - A REBATE COMPUTATION WAS PERFORMED ON 10/01/2013. COLUMN D - A REBATE COMPUTATION WAS PERFORMED ON 10/04/2013.
Schedule K (Form 990) 2013

Additional Data


Software ID:  
Software Version:  

Schedule K
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Information on Tax Exempt Bonds
SchKMediumBullet Complete if the organization answered "Yes" to Form 990, Part IV, line 24a. Provide descriptions,
explanations, and any additional information in Part VI.
SchKMediumBullet Attach to Form 990. SchKMediumBullet See separate instructions.
SchKMediumBulletInformation about Schedule K (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public
Inspection
Name of the organization
The Medical College of Wisconsin Inc
 
Employer identification number
39-0806261
Part I
Bond Issues
(a) Issuer name (b) Issuer EIN (c) CUSIP # (d) Date issued (e) Issue price (f) Description of purpose (g) Defeased (h) On
behalf of
issuer 		(i) Pool
financing
Yes No Yes No Yes No
A WHEFA SERIES 2004AB
  		39-1337855 97710VWS3 11-17-2004 21,291,516 REFUND WHEFA 1993 SERIES   X   X   X
B WHEFA SERIES 2004AB
  		39-1337855 97710VWS3 11-17-2004 99,987,987 CONSTRUCTION/CAPITAL PROJECTS   X   X   X
C WHEFA SERIES 2008A
  		39-1337855 97710BDG4 07-30-2008 80,302,421 CONSTR/CAP PROJ/REF 2004 B1 SERIES   X   X   X
D WHEFA SERIES 2008B
  		39-1337855 97710BDK5 09-04-2008 67,500,000 REFUND WHEFA 2004B2 SERIES   X   X   X
WHEFA SERIES 2010
  		39-1337855 97710BZK1 11-24-2010 29,248,225 REFUND WHEFA 1996 AND 1997 SERIES   X   X   X
Part II
Proceeds
A B C D
1 Amount of bonds retired . . . . . . . . . . . . . . 16,401,786 83,973,214 4,370,000 0
2 Amount of bonds legally defeased . . . . . . . . . . . 0 0 0 0
3 Total proceeds of issue . . . . . . . . . . . . . . 21,291,516 105,137,403 80,907,664 67,501,101
4 Gross proceeds in reserve funds . . . . . . . . . . . . 0 3 7,935,624 0
5 Capitalized interest from proceeds . . . . . . . . . . . 0 8,078,045 6,709,813 0
6 Proceeds in refunding escrows . . . . . . . . . . . . 0 0 0 0
7 Issuance costs from proceeds . . . . . . . . . . . . 203,337 927,614 874,539 474,412
8 Credit enhancement from proceeds . . . . . . . . . . . 220,596 1,132,626 0 676,689
9 Working capital expenditures from proceeds . . . . . . . . . 0 0 0 0
10 Capital expenditures from proceeds . . . . . . . . . . . 0 94,999,118 44,078,900 0
11 Other spent proceeds . . . . . . . . . . . . . . 20,867,583 0 21,725,000 66,350,000
12 Other unspent proceeds . . . . . . . . . . . . . . 0 0 0 0
13 Year of substantial completion . . . . . . . . . . . . 2009 2009 2013
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue? . . . . . X     X X   X  
15 Were the bonds issued as part of an advance refunding issue? . . . . .   X   X   X   X
16 Has the final allocation of proceeds been made? . . . . . . . . X   X   X   X  
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? . . . . . . . . . . . . . . X   X   X   X  
Part III
Private Business Use
A B C D
Yes No Yes No Yes No Yes No
1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? . . . . . . .   X   X   X   X
2 Are there any lease arrangements that may result in private business use of bond-financed property? . . . . . . . . . X   X   X   X  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 2013
Schedule K (Form 990) 2013
Page 2
Part III
Private Business Use (Continued)
A B C D
Yes No Yes No Yes No Yes No
3a Are there any management or service contracts that may result in private business use of bond-financed property? . . . . . . . . . . . .   X   X X     X
b If "Yes" to line 3a, does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts relating to the financed property?   X       X    
c Are there any research agreements that may result in private business use of bond-financed property? . . . . . . . . . . . . . . . X   X   X   X  
d If "Yes" to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any research agreements relating to the financed property?   X   X   X   X
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government . . SchKMediumBullet 0 % 0.192 % 0.295 % 0.189 %
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government . . . . . . . SchKMediumBullet 0 %   0 %  
6 Total of lines 4 and 5 . . . . . . . . . . . . . 0.192 % 0.192 % 0.295 % 0.189 %
7 Does the bond issue meet the private security or payment test? . . . . .   X   X   X   X
8a Has there been a sale or disposition of any of the bond financed property to a nongovernmental person other than a 501(c)(3) organization since the bonds were issued?. . . . . . . . . . . . . . . . . X   X   X   X  
b If "Yes" to line 8a, enter the percentage of bond-financed property sold or disposed of. 0.080 % 0.080 % 0.032 % 0.081 %
c If "Yes" to line 8a, was any remedial action taken pursuant to Regulations sections 1.141-12 and 1.145-2? . . . . . . . . . . . . . X   X   X   X  
9 Has the organization established written procedures to ensure that all nonqualified bonds of the issue are remediated in accordance with the requirements under
Regulations sections 1.141-12 and 1.145-2? . . . . . . . 		X   X   X   X  
Part IV
Arbitrage
A B C D
Yes No Yes No Yes No Yes No
1 Has the issuer filed Form 8038-T? . . . . .   X   X   X   X
2 If "No" to line 1, did the following apply? . . . .
a Rebate not due yet? . . . . . . . .   X   X   X   X
b Exception to rebate? . . . . . . . . X   X   X   X  
c No rebate due? . . . . . . . . X   X   X   X  
If you checked "No rebate due" in line 2c, provide in
Part VI the date the rebate computation was performed
3 Is the bond issue a variable rate issue? . . . .   X   X   X X  
4a Has the organization or the governmental issuer entered into a qualified hedge with respect to the bond issue?   X   X   X X  
b Name of provider . . . . . . . . . 0
  		0
  		0
  		 
 
c Term of hedge . . . . . . . . . . 25.2     25.2
d Was the hedge superintegrated? . . . .   X           X
e Was the hedge terminated? . . . . . .   X           X
Schedule K (Form 990) 2013
Schedule K (Form 990) 2013
Page 3
Part IV
Arbitrage (Continued)
A B C D
Yes No Yes No Yes No Yes No
5a Were gross proceeds invested in a guaranteed investment contract (GIC)? . . . . . . . . .   X   X   X   X
b Name of provider . . . . . . . . . 0
  		0
  		0
  		0
 
c Term of GIC . . . . . . . . . .        
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? . . . . .                
6 Were any gross proceeds invested beyond an available temporary period? . . . . . . . .   X X   X     X
7 Has the organization established written procedures to monitor the requirements of section 148? . . . X   X   X   X  
Part V
Procedures To Undertake Corrective Action
A B C D
Yes No Yes No Yes No Yes No
Has the organization established written procedures to ensure that violations of federal tax requirements are timely identified and corrected through the voluntary closing agreement program if self-remediation is not available under applicable regulations? X   X   X   X  
Part VI
Supplemental Information. Provide additional information for responses to questions on Schedule K (see instructions).
Return Reference Explanation
SCHEDULE K, PARTS I & II MCW'S 2004 BOND ISSUE CONSISTED OF THREE TAX-EXEMPT SERIES (SERIES A, B1, AND B2), WHICH WERE ALL INCLUDED ON TWO FORM 8038'S UPON ISSUANCE. ONE FORM 8038 REPORTED THE NEW AMOUNTS BORROWED AND THE OTHER REPORTED A REFUNDING OF MCW'S 1993 BONDS. THE 2004 SERIES B1 AND B2 BONDS WERE SUBSEQUENTLY REFUNDED BY TWO 2008 BOND SERIES AND ONLY THE 2004 SERIES A BONDS REMAIN OUTSTANDING AS OF JUNE 30, 2014. THE FINAL CUSIP NUMBER ON THE TWO 2004 FORM 8038'S RELATED TO A 2004 SERIES B2 BOND WHICH IS NO LONGER OUTSTANDING. THE FINAL CUSIP NUMBER INCLUDED ON SCHEDULE K, PART 1, LINE 1 FOR SERIES 2004AB REPRESENTS ONE OF THE TWO LATEST 2004 SERIES A BONDS WHICH MATURE ON DECEMBER 1, 2024. THE OTHER FINAL CUSIP NUMBER WHICH ALSO MATURES ON DECEMBER 1, 2024 IS 97710VWQ7.
SCHEDULE K, PART II, LINE 3 Differences between the issue price and the proceeds of the bond issue for Series 2004AB, Series 2008A and Series 2008B relate to investment income earned on construction and reserve funds. Schedule K, Part III Part III of Schedule K was prepared to account for funds used for new projects (post-December 31, 2002) of each bond issue and does not include any portion which refunded pre-December 31, 2002 bond issues. Schedule K, Part III, LINES 3B & 3D MCW utilizes internal counsel to review its management contracts, service contracts and research agreements relating to financed assets. SCHEDULE K, PART IV, LINE 2C, GROUP 1 COLUMN A AND B - A REBATE COMPUTATION WAS PERFORMED ON 04/23/2009. COLUMN C - A REBATE COMPUTATION WAS PERFORMED ON 10/01/2013. COLUMN D - A REBATE COMPUTATION WAS PERFORMED ON 10/04/2013.
Schedule K (Form 990) 2013

Additional Data


Software ID:  
Software Version:  

Schedule L
(Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Transactions with Interested Persons
MediumBullet Complete if the organization answered
"Yes" on Form 990, Part IV, lines 25a, 25b, 26, 27, 28a, 28b, or 28c,
or Form 990-EZ, Part V, line 38a or 40b.
MediumBullet Attach to Form 990 or Form 990-EZ. MediumBullet See separate instructions.
MediumBulletInformation about Schedule L (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
The Medical College of Wisconsin Inc
 
Employer identification number

39-0806261
Part I
Excess Benefit Transactions (section 501(c)(3) and section 501(c)(4) organizations only).
Complete if the organization answered "Yes" on Form 990, Part IV, line 25a or 25b, or Form 990-EZ, Part V, line 40b.
1(a) Name of disqualified person (b) Relationship between disqualified person and organization (c) Description of transaction (d) Corrected?
Yes No





2
Enter the amount of tax incurred by organization managers or disqualified persons during the year under section 4958. ........................... Bullet Image$
 
3
Enter the amount of tax, if any, on line 2, above, reimbursed by the organization ....... Bullet Image$
 

Part II
Loans to and/or From Interested Persons.
Complete if the organization answered "Yes" on Form 990-EZ, Part V, line 38a, or Form 990, Part IV, line 26; or if the organization reported an amount on Form 990, Part X, line 5, 6, or 22
(a) Name of interested person (b) Relationship with organization (c) Purpose of loan (d) Loan to or from the organization? (e)Original principal amount (f)Balance due (g) In default? (h) Approved by board or committee? (i)Written agreement?
To From Yes No Yes No Yes No
Total ......Small Bullet $  
Part III
Grants or Assistance Benefitting Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 27.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of assistance (d) Type of assistance (e) Purpose of assistance
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50056A
Schedule L (Form 990 or 990-EZ) 2013
Schedule L (Form 990 or 990-EZ) 2013
Page 2
Part IV
Business Transactions Involving Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 28a, 28b, or 28c.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of transaction (d) Description of transaction (e) Sharing of organization's revenues?
Yes No
(1) Dedicated Computing LLC SEE PART V 8,299,233 INFO SYSTEMS SVCS/COMP EQUIP   No
(2) Wisconsin Energy Corporation SEE PART V 7,429,795 energy utilities   No
(3) Northwestern Mutual Life Ins Compa SEE PART V 442,343 employee benefit services   No
(4) Johnson Controls Inc SEE PART V 363,243 building services equipment   No
(5) BMO HARRIS BANK NA SEE PART V 388,199 INVEST AND BANKING SERVICES   No
(6) Robert W Baird Co Incorporated SEE PART V 246,448 investment mgmt svcs   No
(7) PARAGON DEVELOPMENT SYSTEMS INC SEE PART V 349,809 COMPUTER EQUIP AND SVCS   No
(8) BETH A ERICKSON-Wittmann MD WIFE OF TRUSTEE 512,963 PROFESSOR, RADIATION ONCOLOGY   No
(9) ManpowerGroup Inc See Part V 201,039 Staffing Services   No
Part V
Supplemental Information
Provide additional information for responses to questions on Schedule L (see instructions).
Return Reference Explanation
PART IV, LINE 1 NAME OF INTERESTED PERSON: DEDICATED COMPUTING LLC D/B/A Dedicated Computing Enterprise Solutions RELATIONSHIP: JOHN BYRNES, TRUSTEE, IS CHAIRMAN OF THE BOARD OF DEDICATED COMPUTING LLC.
PART IV, LINE 2 NAME OF INTERESTED PERSON: WISCONSIN ENERGY CORPORATION RELATIONSHIP: Gale E. Klappa, Trustee, is Chairman and CEO of Wisconsin Energy Corporation. Mary Ellen Stanek, Trustee/Vice Chairman, and Curt S. Culver, Trustee, are on the Board of Wisconsin Energy Corp.
PART IV, LINE 3 NAME OF INTERESTED PERSON: NORTHWESTERN MUTUAL LIFE INS. COMPANY RELATIONSHIP: EDWARD J. ZORE, TRUSTEE/IMMEDIATE PAST CHAIR, AND MARY ELLEN STANEK, TRUSTEE/VICE CHAIRMAN, ARE ON THE BOARD OF NORTHWESTERN MUTUAL LIFE.
PART IV, LINE 4 NAME OF INTERESTED PERSON: JOHNSON CONTROLS, INC. RELATIONSHIP: STEPHEN ROELL, TRUSTEE/SECRETARY, WAS CHAIRMAN, PRESIDENT AND CEO OF JOHNSON CONTROLS THROUGH 9/30/13 AND CHAIRMAN THROUGH 12/31/13.
PART IV, LINE 5 NAME OF INTERESTED PERSON: BMO HARRIS BANK N.A. RELATIONSHIP: John Shiely, Trustee, is on the Board of BMO Financial Corporation which is the U.S. holding company of BMO Harris Bank N.A.
PART IV, LINE 6 NAME OF INTERESTED PERSON: ROBERT W. BAIRD & CO., INCORPORATED RELATIONSHIP: Mary Ellen Stanek, Trustee/Vice Chairman, is Managing Director and Director of Asset Management of Robert W. Baird & Co., Incorporated, and President of the Baird Funds.
PART IV, LINE 7 NAME OF INTERESTED PERSON: PARAGON DEVELOPMENT SYSTEMS INC. RELATIONSHIP: John Byrnes, Trustee, is Chairman of the Board and Jonathan Ravdin, MD, former Dean/Executive VP, was President and CEO (through 12/16/14) of Paragon Development Systems, Inc.
PART IV, LINE 9 NAME OF INTERESTED PERSON: MANPOWERGROUP Inc. RELATIONSHIP: Edward J. Zore, Trustee/Immediate Past Chair, is on the Board of Manpowergroup Inc.
Schedule L (Form 990 or 990-EZ) 2013

Additional Data


Software ID:  
Software Version:  




SCHEDULE M
(Form 990)

Department of the Treasury
Internal Revenue Service
Noncash Contributions
Right pointing arrow large imageComplete if the organizations answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image Attach to Form 990.
Right pointing arrow large imageInformation about Schedule M (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
The Medical College of Wisconsin Inc
 
Employer identification number

39-0806261
Part I
Types of Property
(a)
Check if applicable 		(b)
Number of contributions or items contributed 		(c)
Noncash contribution amounts reported on
Form 990, Part VIII, line 1g 		(d)
Method of determining
noncash contribution amounts
1 Art—Works of art ....        
2 Art—Historical treasures .        
3 Art—Fractional interests ..        
4 Books and publications .. X 37,176 Sale of comparables
5 Clothing and household
goods ....... 		     
6 Cars and other vehicles ..        
7 Boats and planes ....        
8 Intellectual property ...        
9 Securities—Publicly traded . X 49 767,631 Cost/ Selling price
10 Securities—Closely held stock .        
11 Securities—Partnership, LLC,
or trust interests .... 		       
12 Securities—Miscellaneous ..        
13 Qualified conservation
contribution—Historic
structures ..... 		       
14 Qualified conservation
contribution—Other ... 		       
15 Real estate—Residential .        
16 Real estate—Commercial ..        
17 Real estate—Other ...        
18 Collectibles .....        
19 Food inventory ...        
20 Drugs and medical supplies .        
21 Taxidermy ......        
22 Historical artifacts ....        
23 Scientific specimens ..        
24 Archeological artifacts ...        
25 Other Right pointing arrow large image ( SOFTWARE LICENSES ) X 1 220,000 COST/ SELLING PRICE
26 Other Right pointing arrow large image( )
27 Other Right pointing arrow large image( )
28 Other Right pointing arrow large image ( )
29
Number of Forms 8283 received by the organization during the tax year for contributions
for which the organization completed Form 8283, Part IV, Donee Acknowledgement ...
29
 
Yes
No
30a
During the year, did the organization receive by contribution any property reported in Part I, lines 1 through 28, that
it must hold for at least three years from the date of the initial contribution, and which is not required to be used
for exempt purposes for the entire holding period? ..................
30a
 
No
b
If "Yes," describe the arrangement in Part II.
31
Does the organization have a gift acceptance policy that requires the review of any non-standard contributions?
31
Yes
 
32a
Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash
contributions? ..........................
32a
 
No
b
If "Yes," describe in Part II.
33
If the organization did not report an amount in column (c) for a type of property for which column (a) is checked,
describe in Part II.
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 51227J
Schedule M (Form 990) (2013)
Schedule M (Form 990) (2013)
Page 2
Part II
Supplemental Information. Provide the information required by Part I, lines 30b,
32b, and 33, and whether the organization is reporting in Part I, column (b), the number of contributions, the number of items received, or a combination of both. Also complete this part for any additional information.
Return Reference Explanation
Schedule M, Part I, Column (B) The Amounts listed in Column (B) represent total number of contributions received, not individual items.
Schedule M (Form 990) (2013)
Additional Data


Software ID:  
Software Version:  
SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
MediumBullet Information about Schedule O (Form 990 or 990-EZ) and its instructions is at
www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public
Inspection
Name of the organization
The Medical College of Wisconsin Inc
 
Employer identification number

39-0806261
Return Reference Explanation
FORM 990, PART I & III, LINE 1 - CONTINUED TO DISCOVER AND TRANSLATE NEW KNOWLEDGE IN THE BIOMEDICAL SCIENCES; TO PROVIDE CUTTING-EDGE, INTERDISCIPLINARY AND COMPASSIONATE CLINICAL CARE OF THE HIGHEST QUALITY; AND TO IMPROVE THE HEALTH OF THE COMMUNITIES IT SERVES.
FORM 990, PART III, LINE 4A - CONTINUED MCW works with national and international medical specialty societies and community hospitals to accredit approximately 250 continuing medical education activities annually for physicians and other health professionals. The medical school campus in Milwaukee and new campuses being developed in Green Bay and Central Wisconsin provide an innovative, rigorous and immersive curriculum that prepares MCW's graduates with a deep understanding of the healthcare needs in these communities. The Green Bay Campus opens in July 2015 and Central Wisconsin is targeted for a July 2016 opening. MCW is working to ensure that a larger proportion of graduates stay in Wisconsin to practice after graduation. The MCW medical school campuses will help provide physicians in communities across the state, particularly in areas where doctors are needed the most.
FORM 990, PART III, LINE 4B - CONTINUED MCW's research enterprise is focused on strategic, prioritized areas of research involving interdisciplinary collaboration among scientists and physicians with the goal of rapidly translating discoveries into advances for patient care. In fiscal year 2014, MCW faculty conducted more than 2,500 research studies, including clinical trials, and reported 40 new discoveries and inventions to MCW's Office of Technology Development. The portfolio consists of approximately 200 technologies covered by more than 250 pending and issued U.S. and foreign patents.
FORM 990, PART III, LINE 4C - CONTINUED MCW providers, physician assistants, nurse practitioners and other health care practitioners care for more than 500,000 patients, representing more than 2.2 million patient visits. MCW has a policy of providing health care services without charge, or at amounts less than established rates, to patients who are unable to pay and who meet certain eligibility criteria established in MCW's community care policy. In fiscal year 2014, the estimated direct and indirect costs incurred by MCW to provide services under MCW's community care policy were $5.5 million. MCW physicians and practitioners see patients at three major affiliates - Froedtert Hospital, Children's Hospital of Wisconsin, and the Zablocki VA Medical Center - and many other hospitals and clinics in eastern Wisconsin.
FORM 990, PART III, LINE 4D Community Engagement - MCW's Community Engagement mission is about building productive partnerships between MCW and communities. Through these partnerships, MCW and its community collaborators work together to have a greater impact on addressing Wisconsin's critical health needs. More than 280 MCW faculty members are involved in more than 480 community outreach activities to advance public and community health in the metro Milwaukee area and throughout Wisconsin.
FORM 990, PART VI, LINE 1A MCW'S BOARD OF TRUSTEES CONTAINS AN EXECUTIVE COMMITTEE WHICH IS ELECTED BY THE BOARD AND CONSISTS OF NOT LESS THAN THE NINE TRUSTEES WHO ARE THE CHAIRS OF THE OTHER BOARD COMMITTEES (ONE OF WHOM IS THE CHAIRMAN) AND THE PRESIDENT. THE EXECUTIVE COMMITTEE HAS AND MAY EXERCISE, WHEN THE BOARD OF TRUSTEES IS NOT IN SESSION, ALL THE POWERS OF THE BOARD IN THE MANAGEMENT OF THE BUSINESS AND AFFAIRS OF MCW.
FORM 990, PART VI, LINE 2 Mary Ellen Stanek and Edward Zore, trustees, are on the board of The Northwestern Mutual Life Insurance Company. Thomas Spero and Jay Williams, trustees, are on the board of Northwestern Mutual Wealth Management Company. Mary Ellen Stanek, Curt Culver and Gale Klappa, trustees, are on the board of Wisconsin Energy Corporation. Gale Klappa is Chairman and CEO of Wisconsin Energy Corporation. Mary Ellen Stanek and Owen Sullivan, trustees, are on the board of Journal Communications, Inc. Elizabeth Brenner, trustee, is Executive Vice President of Journal Communications, Inc. Cory Nettles, trustee, is on the board of Baird Funds, Inc., a division of Robert W. Baird & Co., Inc. Mary Ellen Stanek, trustee, is Managing Director and Director of Asset Management of Robert W. Baird & Co., Inc. and President of Baird Funds, Inc. John Byrnes and Ted Kellner, trustees, are on the board of Mason Wells, Inc. John Byrnes is Executive Chairman of the Board and President of Mason Wells, Inc. Philip Flynn, Cory Nettles, and Jay Williams, trustees, are on the board of Associated Banc-Corp. Philip Flynn is President and CEO of Associated Banc-Corp. P. Michael Mahoney and Ted D. Kellner, trustees, are on the board of Park Bank. P. Michael Mahoney is Chairman. Thomas Spero and Owen Sullivan, trustees, are on the board of Johnson Financial Group.
FORM 990, PART VI, LINE 7A TWO OF THE TRUSTEES OF MCW ARE APPOINTED BY THE GOVERNOR OF THE STATE OF WISCONSIN, AFTER THE ADVICE AND CONSENT OF THE STATE SENATE. THE BALANCE OF THE TRUSTEES ARE ELECTED BY MAJORITY VOTE OF ALL TRUSTEES.
FORM 990, PART VI, LINE 11B THE FORM 990 WAS PREPARED WITH THE ASSISTANCE OF PRICEWATERHOUSECOOPERS, MCW'S EXTERNAL TAX PREPARERS, AND A FINAL DRAFT WAS REVIEWED BY THE CONTROLLER AND THE CHIEF FINANCIAL OFFICER. AN OVERVIEW OF THE FINAL DRAFT OF FORM 990 WAS PRESENTED TO THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES BY PRICEWATERHOUSECOOPERS AND SENIOR MANAGEMENT. A FINAL COPY OF FORM 990 WAS PROVIDED TO THE ENTIRE BOARD OF TRUSTEES PRIOR TO FILING WITH THE IRS.
FORM 990, PART VI, LINE 12C MCW HAS A CONFLICT OF INTEREST POLICY WHICH REQUIRES EMPLOYEES AND BOARD MEMBERS TO REPORT ANNUALLY ON CONFLICTS OF INTEREST FOR THEMSELVES AND FAMILY MEMBERS. EMPLOYEE DISCLOSURE FORMS ARE REVIEWED BY THE CORPORATE COMPLIANCE OFFICE. IF THERE IS A POTENTIAL CONFLICT, THE EMPLOYEE MUST SUBMIT A WRITTEN REQUEST FOR APPROVAL TO THE CORPORATE COMPLIANCE OFFICE BEFORE UNDERTAKING THE ACTIVITY. THE CORPORATE COMPLIANCE OFFICE DETERMINES IF THE ACTIVITY COMPLIES WITH MCW POLICIES AND/OR WHETHER A POTENTIAL CONFLICT OF INTEREST EXISTS. DURING REVIEW OF THE PROPOSED ACTIVITY, THE CORPORATE COMPLIANCE OFFICE MAY SEEK GUIDANCE FROM EXECUTIVE LEADERSHIP OR THE GENERAL COUNSEL'S OFFICE AS DEEMED NECESSARY. WRITTEN APPROVAL OR DISAPPROVAL IS THEN PROVIDED. MCW'S GENERAL COUNSEL AND THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES REVIEW THE DISCLOSURE FORMS IF THEY RELATE TO A BOARD MEMBER. DISCLOSED CONFLICTS BECOME A MATTER OF BOARD RECORD THROUGH THE DISCLOSURE FORM. ANY CONFLICTS MUST ALSO BE DISCLOSED WHEN THE INTEREST BECOMES A MATTER OF BOARD OR BOARD COMMITTEE ACTION. IF A CONFLICT OF INTEREST ARISES FOR A MEMBER OF THE BOARD OF TRUSTEES WHILE THE BOARD OR ITS COMMITTEES ARE CONSIDERING, AUTHORIZING, OR RATIFYING A CONTRACT OR OTHER MATTER, THE BOARD MEMBER MUST EXCLUDE HIMSELF/HERSELF FROM THE DELIBERATIONS AND VOTE AND THE MINUTES OF THE MEETING MUST REFLECT THAT A DISCLOSURE WAS MADE, THE ABSTENTION FROM VOTING, THE QUORUM SITUATION AND THE DETERMINATION THAT THE PROPOSED CONTRACT OR TRANSACTION IS FAIR AND REASONABLE TO MCW.
FORM 990, PART VI, LINES 15A & 15B THE COMPENSATION COMMITTEE ADOPTED A CHARTER, APPROVED BY THE BOARD OF TRUSTEES, TO MONITOR AND COMPLY WITH THE COMPENSATION FOR, AND TRANSACTIONS WITH, CERTAIN OFFICERS. THIS CHARTER IS ACTIVELY MONITORED BY THE GENERAL COUNSEL, THE CORPORATE COMPLIANCE OFFICE AND THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES. THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES IS MADE UP OF AT LEAST THREE MEMBERS OF THE BOARD WHO MEET THE FOLLOWING QUALIFICATIONS: 1) NOT AN EMPLOYEE OF MCW; 2) DOES NOT RECEIVE, DIRECTLY OR INDIRECTLY, FEES FROM MCW FOR ACCOUNTING, CONSULTING, LEGAL SERVICES, INVESTMENT BANKING OR FINANCIAL ADVISORY SERVICES; AND 3) HAS NO IDENTIFIED CONFLICTS OF INTEREST WITH RESPECT TO ANY PROPOSED COMPENSATION TRANSACTION OR ARRANGEMENT. THE COMPENSATION COMMITTEE'S OVERSIGHT ROLE INCLUDES, BUT IS NOT LIMITED TO, ESTABLISHING AND REVIEWING MCW EXECUTIVE COMPENSATION PHILOSOPHY AND STRATEGY, EVALUATING THE PERFORMANCE OF THE PRESIDENT, ACCEPTING THE PRESIDENT'S PERFORMANCE EVALUATIONS OF CERTAIN OFFICERS, DETERMINING COMPENSATION LEVELS BASED ON THESE PERFORMANCE REVIEWS, AND ENGAGING OUTSIDE ADVISORS TO PROVIDE OBJECTIVE AND IMPARTIAL COMPENSATION DATA AND TO EXPRESS AN OPINION ON TOTAL COMPENSATION REASONABLENESS. APPROVAL OF COMPENSATION DECISIONS FOR CERTAIN OFFICERS IS DOCUMENTED IN THE MINUTES OF THE COMPENSATION COMMITTEE AND REPORTED TO THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES. COMPENSATION DECISIONS FOR ALL OTHER OFFICERS AND KEY EMPLOYEES ARE DETERMINED BY THE PRESIDENT, DEAN, OR SENIOR VICE PRESIDENT BASED ON PERFORMANCE ASSESSMENT AND BUDGETARY GUIDELINES, UTILIZING EXTERNAL COMPENSATION DATA FROM VARIOUS SOURCES INCLUDING THE ANNUAL ASSOCIATION OF AMERICAN MEDICAL COLLEGES SURVEY TO EVALUATE COMPARABILITY TO MARKET COMPENSATION TRENDS.
FORM 990, PART VI, LINE 19 MCW DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY OR FINANCIAL STATEMENTS AVAILABLE TO THE GENERAL PUBLIC.
FORM 990, PART VII, SECTION A Julia Uihlein and Allen Cowley, Jr., PhD, CHAIR OF PHYSIOLOGY, are compensated for their work at MCW as Professors, not for their roles as trustees. Ann Nattinger, MD, and Robert Kliegman, MD, are compensated as professors/physicians, not for their former roles as key employees. Kevin Kelly, MD, Robert Kliegman, MD, and James Tweddell, MD, are compensated for both their academic role at MCW and their physician role at Children's Specialty Group, Inc. (CSG), a related organization. Work hours related to their role at MCW are reflected above the dotted line and work hours related to CSG are reflected below the dotted line. John Thometz, MD, and J. Channing Tassone, MD, are compensated for their physician roles at CSG and their work hours are reflected below the dotted line. MCW uses a standard 40 hour work week as a representation of a full-time employee.
FORM 990, PART XI, LINE 9 UNREALIZED LOSS ON INTEREST RATE SWAP $(491,101) CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS $461,486 INTERCOMPANY TRANSFER $(1,496,416) ____________ TOTAL $(1,526,031)
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2013

Additional Data


Software ID:  
Software Version:  
SCHEDULE R
(Form 990)
Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBulletAttach to Form 990. MediumBullet See separate instructions.
MediumBullet Information about Schedule R (Form 990) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
The Medical College of Wisconsin Inc
 
Employer identification number

39-0806261
Part I
Identification of Disregarded Entities Complete if the organization answered "Yes" on Form 990, Part IV, line 33.
(a)
Name, address, and EIN (if applicable) of disregarded entity


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Total income


 		(e)
End-of-year assets


 		(f)
Direct controlling
entity










Part II
Identification of Related Tax-Exempt Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.
(a)
Name, address, and EIN of related organization


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Exempt Code section


 		(e)
Public charity status
(if section 501(c)(3))

 		(f)
Direct controlling
entity

 		(g)
Section 512(b)(13) controlled entity?
Yes No
(1) Children's Specialty Group Inc

999 North 92nd St STE C740

Milwaukee,WI53226
39-1990012 		Pediatrics WI 501(c)(3) 11a-I NA
 
 
No
(2) MCW Affiliated Hospitals Inc

8701 Watertown Plank Rd

Milwaukee,WI53226
39-1341366 		GRAD MED ED WI 501(C)(3) 11a-I NA
 
 
No










For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2013
Schedule R (Form 990) 2013
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a partnership during the tax year.
(a)
Name, address, and EIN of
related organization



 		(b)
Primary activity




 		(c)
Legal
domicile
(state or foreign
country)


 		(d)
Direct controlling
entity



 		(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(f)
Share of total income




 		(g)
Share of end-of-year
assets



 		(h)
Disproprtionate allocations?




 		(i)
Code V-UBI
amount in box 20 of
Schedule K-1
(Form 1065)
 		(j)
General or
managing
partner?



 		(k)
Percentage
ownership
Yes No Yes No












Part IV
Identification of Related Organizations Taxable as a Corporation or Trust Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.
(a)
Name, address, and EIN of
related organization
 		(b)
Primary activity
 		(c)
Legal
domicile
(state or foreign
country)
 		(d)
Direct controlling
entity
 		(e)
Type of entity
(C corp, S corp,
or trust) 		(f)
Share of total income
 		(g)
Share of end-of-year
assets
 		(h)
Percentage
ownership
 		(i)
Section 512(b)(13) controlled entity?
Yes No
(1) Blue & Green I Condo Association Inc

8701 Watertown Plank Rd
Milwaukee,WI53226
26-2355106 		Building Mgmt WI MCW
  		C Corp 0 0 69.000 % Yes  
(2) MCW Prof Liability Insurance Program

8701 Watertown Plank Rd
Milwaukee,WI53226
39-6484662 		INSURANCE WI MCW
  		Trust 2,725,715 20,345,388 100.000 % Yes  
(3) CHARITABLE REMAINDER TRUSTS (3)

 
 
SUPPORT WI NA
  		TRUST       Yes  








Schedule R (Form 990) 2013
Schedule R (Form 990) 2013
Page 3
Part V
Transactions With Related Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest (ii) annuities (iii) royalties or (iv) rent from a controlled entity . . . . . . . . . . . . . . . . . . . . . . .
1a
 
No
b Gift, grant, or capital contribution to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1b
 
No
c Gift, grant, or capital contribution from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1c
 
No
d Loans or loan guarantees to or for related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1d
Yes
 
e Loans or loan guarantees by related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1e
 
No
f Dividends from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1f
 
No
g Sale of assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1g
 
No
h Purchase of assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1h
 
No
i Exchange of assets with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1j
 
No
k Lease of facilities, equipment, or other assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . .
1k
 
No
l Performance of services or membership or fundraising solicitations for related organization(s) . . . . . . . . . . . . . . . . . . . .
1l
Yes
 
m Performance of services or membership or fundraising solicitations by related organization(s) . . . . . . . . . . . . . . . . . . . .
1m
Yes
 
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) . . . . . . . . . . . . . . . . . . . . .
1n
 
No
o Sharing of paid employees with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1o
 
No
p Reimbursement paid to related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1p
Yes
 
q Reimbursement paid by related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1q
Yes
 
r Other transfer of cash or property to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1r
Yes
 
s Other transfer of cash or property from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1s
Yes
 
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of related organization 		(b)
Transaction
type (a-s) 		(c)
Amount involved 		(d)
Method of determining amount involved
(1) MCW Prof Liability Insurance Program

 Q 3,347,635 CASH BASIS
(2) MCW Prof Liability Insurance Program

 R 1,496,416 CASH BASIS




Schedule R (Form 990) 2013
Schedule R (Form 990) 2013
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 37.
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity 		(b)
Primary activity 		(c)
Legal domicile
(state or foreign
country) 		(d)
Predominant income (related, unrelated, excluded from tax under sections 512-514)

(e)
Are all partners
section
501(c)(3)
organizations? 		(f)
Share of total income




 		(g)
Share of
end-of-year
assets 		(h)
Disproprtionate allocations? 		(i)
Code V?UBI
amount in box 20
of Schedule K-1
(Form 1065) 		(j)
General or
managing
partner? 		(k)
Percentage
ownership
Yes No Yes No Yes No






























Schedule R (Form 990) 2013
Schedule R (Form 990) 2013
Page 5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R (see instructions).
Return Reference Explanation
Schedule R (Form 990) 2013
Additional Data


Software ID:  
Software Version: