Form990
Click to see attachment
Department of the TreasuryInternal 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)
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MediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
Open to Public Inspection
A For the 2019 calendar year, or tax year beginning 07-01-2017 , and ending 06-30-2018
BCheck if applicable:
CName of organization
The Medical College of Wisconsin Inc
 
% PAMELA J STANICK
Doing business as
 
 
Number and street (or P.O. box if mail is not delivered to street address)
8701 Watertown Plank Road
 
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 $ 1,525,513,112
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: THE MEDICAL COLLEGE OF WISCONSIN (MCW) IS A DISTINGUISHED LEADER AND INNOVATOR IN THE EDUCATION AND DEVELOPMENT OF THE NEXT GENERATION OF PHYSICIANS, (CONTINUED IN SCHEDULE O)
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 23
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 19
5 Total number of individuals employed in calendar year 2019 (Part V, line 2a) ...... 5 6,651
6 Total number of volunteers (estimate if necessary) ............. 6 22
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 736,359
b Net unrelated business taxable income from Form 990-T, line 39 ......... 7b 779,452
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 171,540,243 152,950,270
9 Program service revenue (Part VIII, line 2g) ......... 891,071,981 953,168,825
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 81,297,225 109,549,410
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 1,021,263 452,027
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 1,144,930,712 1,216,120,532
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 38,712,784 40,710,283
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) 799,621,120 858,032,127
16a Professional fundraising fees (Part IX, column (A), line 11e) ..... 40,650 40,705
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet5,780,236    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 222,706,413 217,276,999
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 1,061,080,967 1,116,060,114
19 Revenue less expenses. Subtract line 18 from line 12....... 83,849,745 100,060,418
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 2,231,331,527 2,324,075,644
21 Total liabilities (Part X, line 26)............. 573,093,301 556,384,030
22 Net assets or fund balances. Subtract line 21 from line 20..... 1,658,238,226 1,767,691,614
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
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Signature of officer Date
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Type or print name and title
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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 (2019)
Form 990 (2019)
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: THE MEDICAL COLLEGE OF WISCONSIN (MCW) IS A DISTINGUISHED LEADER AND INNOVATOR IN THE EDUCATION AND DEVELOPMENT OF THE NEXT GENERATION OF PHYSICIANS, (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 $ 110,928,180 including grants of $ 11,541,842 ) (Revenue $ 75,452,606 )
Education - Approximately 1,400 students are enrolled in degree-granting educational programs at MCW. This includes 972 medical students, 327 graduate students, 95 pharmacy students, and 41 Master of Science in Anesthesia students. MCW faculty supervise more than 700 physicians in residency training and 200 physicians in fellowship training through the Medical College of Wisconsin Affiliated Hospitals, Inc. (CONTINUED IN SCHEDULE O)
4b (Code:   ) (Expenses $ 233,502,521 including grants of $ 24,545,567 ) (Revenue $ 29,696,704 )
Research - MCW is a major national research center and the second largest research institution in Wisconsin. In fiscal year 2018, MCW invested $253.0 million in research, teaching, training and related purposes which will lead to improved patient care and health outcomes. This total includes $93.5 million from the National Institutes of Health (NIH). MCW ranks in the top third of U.S. medical schools in NIH research support. (CONTINUED IN SCHEDULE O)
4c (Code:   ) (Expenses $ 640,215,827 including grants of $ 0 ) (Revenue $ 847,195,355 )
Patient Care - Approximately 1,600 MCW physicians and more than 650 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 MCW physician practice includes doctors in every specialty and subspecialty of medicine. (CONTINUED IN SCHEDULE O)
4d Other program services (Describe in Schedule O.)
(Expenses $ 12,580,532 including grants of $ 4,622,874 ) (Revenue $ 824,160 )
4e Total program service expensesMediumBullet997,227,060
Form 990 (2019)
Form 990 (2019)
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 IIIClick 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 V......
10
 
 
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 XIIClick 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 IV.....Click 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
 
 
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.....Click to see attachment
21
Yes
 
Form 990 (2019)
Form 990 (2019)
Page 4
Part IV
Checklist of Required Schedules (continued)
Yes
No
22
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals 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), 501(c)(4), and 501(c)(29) 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 or 22 for receivables from or payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part IIClick to see attachment...........
26
 
No
27
Did the organization provide a grant or other assistance to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or employee thereof, a grant selection committee member, or to a 35% controlled entity (including an employee thereof) or family member of any of these persons?
If "Yes," complete
Schedule L, Part IIIClick 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, key employee, creator or founder, or substantial contributor? If "Yes," complete Schedule L, Part IV......................Click to see attachment
28a
 
No
b
A family member of any individual described in line 28a? If "Yes," complete Schedule L, Part IV.....Click to see attachment
28b
Yes
 
c
A 35% controlled entity of one or more individuals and/or organizations described in lines 28a or 28b? If "Yes," complete Schedule L, Part IV.....................
28c
 
 
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
Yes
 
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
 
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
2,538
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
 
Form 990 (2019)
Form 990 (2019)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance (continued)
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
6,651
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 FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
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. Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? ........
8
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
Did the sponsoring organization make any taxable distributions under section 4966?........
9a
 
 
b
Did the sponsoring 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
 
 
15
Is the organization subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or excess parachute payment(s) during the year? ....................
If "Yes," see instructions and file Form 4720, Schedule N.
15
 
 
16
Is the organization an educational institution subject to the section 4968 excise tax on net investment income? ..
If "Yes," complete Form 4720, Schedule O.
16
 
 
Form 990 (2019)
Form 990 (2019)
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
23
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
19
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
CO , HI , MD , MA , MI , NH , NY , OR , SC , WA , WI
18
Section 6104 requires an organization to make its Form 1023 (or 1024-A 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, address, and telephone number of the person who possesses the organization's books and records:
MediumBulletPAMELA J STANICK8701 WATERTOWN PLANK RD   MILWAUKEE,WI53226 (414) 955-8665
Form 990 (2019)
Form 990 (2019)
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.

See instructions for the order in which to list the persons above.
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
.................
0.0 		X   X       1,260,637 0 165,271
(2) JOSEPH KERSCHNER MD......................................................................
TRUSTEE/PROVOST& EXEC VP, DEAN
 40.0
.................
0.0 		X   X       1,044,973 0 146,978
(3) STEPHEN ROELL......................................................................
TRUSTEE/CHAIRMAN
 1.0
.................
0.0 		X   X       0 0 0
(4) MARY ELLEN STANEK......................................................................
TRUSTEE/IMMEDIATE PAST CHAIR
 1.0
.................
0.0 		X   X       0 0 0
(5) CORY L NETTLES......................................................................
TRUSTEE/VICE CHAIRMAN
 1.0
.................
0.0 		X   X       0 0 0
(6) JAY B WILLIAMS......................................................................
TRUSTEE/SECRETARY
 1.0
.................
0.0 		X   X       0 0 0
(7) THOMAS L SPERO......................................................................
TRUSTEE/TREASURER
 1.0
.................
0.0 		X   X       0 0 0
(8) ELIZABETH BRENNER......................................................................
TRUSTEE
 1.0
.................
0.0 		X           0 0 0
(9) RICARDO DIAZ......................................................................
TRUSTEE
 1.0
.................
0.0 		X           0 0 0
(10) SUSAN A FEITH......................................................................
TRUSTEE UNTIL 1/19/18
 1.0
.................
0.0 		X           0 0 0
(11) PHILIP B FLYNN......................................................................
TRUSTEE
 1.0
.................
0.0 		X           0 0 0
(12) DAVID GAY......................................................................
TRUSTEE
 1.0
.................
0.0 		X           0 0 0
(13) LINDA G GORENS-LEVEY......................................................................
TRUSTEE
 1.0
.................
0.0 		X           0 0 0
(14) PAUL W GRIEPENTROG......................................................................
TRUSTEE
 1.0
.................
0.0 		X           0 0 0
(15) JON D HAMMES......................................................................
TRUSTEE
 1.0
.................
0.0 		X           0 0 0
(16) PAUL E HANKWITZ MD......................................................................
TRUSTEE
 1.0
.................
0.0 		X           0 0 0
(17) JACQUELINE HERD-BARBER......................................................................
TRUSTEE
 1.0
.................
0.0 		X           0 0 0
Form 990 (2019)
Form 990 (2019)
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) TED D KELLNER........................................................................
TRUSTEE
 1.0
.......................0.0 		X           0 0 0
(19) JUSTIN L MORTARA PHD........................................................................
TRUSTEE
 1.0
.......................0.0 		X           0 0 0
(20) WAYNE C OLDENBURG........................................................................
TRUSTEE
 1.0
.......................0.0 		X           0 0 0
(21) JANIS M ORLOWSKI MD........................................................................
TRUSTEE
 1.0
.......................0.0 		X           0 0 0
(22) KRISTINA ROPELLA PHD........................................................................
TRUSTEE
 1.0
.......................0.0 		X           0 0 0
(23) ROY L SILVERSTEIN MD........................................................................
TRUSTEE
 40.0
.......................0.0 		X           633,127 0 42,338
(24) OWEN J SULLIVAN........................................................................
TRUSTEE
 1.0
.......................0.0 		X           0 0 0
(25) RAVINDRA P MISRA PHD........................................................................
DEAN, GRADUATE SCHOOL
 40.0
.......................0.0 		    X       186,281 0 26,680
(26) GEORGE MACKINNON III PHD........................................................................
DEAN, PHARMACY SCHOOL
 40.0
.......................0.0 		    X       351,368 0 49,834
(27) CHRISTOPHER P KOPS........................................................................
EXEC VP-FINANCE & ADMIN, COO
 40.0
.......................0.0 		    X       688,860 0 98,041
(28) KURT L JANAVITZ........................................................................
SR VP-HEALTHCARE PARTNERSHIPS
 40.0
.......................0.0 		    X       292,650 0 59,511
(29) CHERYL MAURANA PHD........................................................................
SR VP-ACADEMIC PARTNERSHIPS
 40.0
.......................0.0 		    X       476,885 0 45,317
(30) GREGORY M WESLEY........................................................................
SR VP-STRATEGIC ALLIANCES
 40.0
.......................0.0 		    X       483,475 0 56,421
(31) JOHN T NEWSOME ESQ........................................................................
SR VP-GENERAL COUNSEL/ASST SEC
 40.0
.......................0.0 		    X       624,781 0 50,358
(32) MARA LORD........................................................................
VP-COMMUNICATIONS
 40.0
.......................0.0 		    X       233,372 0 48,140
(33) DANIEL WICKEHAM........................................................................
VP-CORP COMPLIANCE & RISK MGT
 40.0
.......................0.0 		    X       282,290 0 49,431
(34) ALICE ARCHABAL........................................................................
VP-DEVELOPMENT
 40.0
.......................0.0 		    X       396,318 0 88,312
(35) JEFFREY BORNEMANN........................................................................
VP-FACILITIES & OPERATIONS
 40.0
.......................0.0 		    X       238,018 0 43,616
(36) KATHRYN A KUHN........................................................................
VP-GOVT & COMMUNITY RELATIONS
 40.0
.......................0.0 		    X       262,127 0 48,457
(37) SHERRI DUCHARME-WHITE........................................................................
VP-HR & FACULTY AFFAIRS
 40.0
.......................0.0 		    X       371,236 0 52,782
(38) DAVID HOTCHKISS........................................................................
VP-INFORMATION SERVICES, CIO
 40.0
.......................0.0 		    X       338,064 0 51,912
(39) C GREER JORDAN PHD........................................................................
CHIEF DIVERSITY OFFICER
 40.0
.......................0.0 		    X       270,974 0 48,907
(40) BARCLAY FERGUSON........................................................................
CHIEF FINANCIAL OFFICER
 40.0
.......................0.0 		    X       358,076 0 33,474
(41) ROBERT LANE MD........................................................................
CHAIR, PROF DEPT OF PEDIATRICS
 38.0
.......................2.0 		      X     565,784 0 51,456
(42) DOUGLAS B EVANS MD........................................................................
CHAIR, PROF DEPT OF SURGERY
 40.0
.......................0.0 		        X   1,610,311 0 41,094
(43) VIKTOR HRASKA MD........................................................................
CHIEF, PROF PED CARDIAC SURG
 3.0
.......................37.0 		        X   1,833,199 0 19,494
(44) SHEKAR N KURPAD MD........................................................................
CHAIR, PROF OF NEUROSURGERY
 40.0
.......................0.0 		        X   1,456,077 0 30,759
(45) J CHANNING TASSONE MD........................................................................
PROF OF ORTHOPAEDIC SURGERY
 1.0
.......................39.0 		        X   1,305,172 0 41,125
(46) RONALD K WOODS MD........................................................................
PROF OF PED CARDIAC SURGERY
 1.0
.......................39.0 		        X   1,491,481 0 51,680
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)...........MediumBullet 17,055,536 0 1,441,388
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization MediumBullet1,804
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
 
No
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
C G SCHMIDT INC,
11777 W LAKE PARK DRIVE
MILWAUKEE,WI53224 		CONSTRUCTION SERVICE 67,170,548
FROEDTERT HEALTH MEDICAL GROUP,
9200 W WISCONSIN AVENUE
MILWAUKEE,WI53226 		PHYSICIAN/SHARED SVC 10,221,099
NATL MARROW DONOR PROGRAM,
3433 BROADWAY STREET NE 400
MINNEAPOLIS,MN55413 		RESEARCH SUBCONTRACT 8,298,633
MEDICAL COLLEGE OF WI AFFIL HOSP,
8701 WATERTOWN PLANK ROAD
MILWAUKEE,WI53226 		RESIDENT SERVICES 5,732,291
CHILDRENS HOSPITAL OF WISCONSIN,
9000 W WISCONSIN AVENUE
MILWAUKEE,WI53201 		CONTRACTUAL SERVICES 4,292,549
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet179
Form 990 (2019)
Form 990 (2019)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII.............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512 - 514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues..1b  
c Fundraising events..1c 798,797
d Related organizations1d  
e Government grants (contributions)1e 119,174,589
f All other contributions, gifts, grants, and similar amounts not included above1f 32,976,884
g Noncash contributions included in lines 1a - 1f:$ 1g 1,642,725
h Total. Add lines 1a-1f.......MediumBullet 152,950,270
Program Service RevenueAmt Business Code
2a CLINICAL PRACTICE PLAN REVENUE 621110 580,902,582 580,895,674 6,908  
b PHYSICIAN CONTRACTS/AFFILIATE SVCS 621110 150,625,726 150,625,726    
c MEDICARE/MEDICAID PAYMENTS 621110 126,750,036 126,750,036    
d MEDICAL INSTRUCTION TUITION AND FEES 611600 60,270,025 60,270,025    
e NON-GOVERNMENTAL GRANTS AND CONTRACTS 541700 27,206,913 27,206,913    
f All other program service revenue. 7,413,543 7,413,543    
g Total. Add lines 2a–2f .....MediumBullet 953,168,825
OtherAmtRevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ......MediumBullet 26,571,234   -440,329 27,011,563
4 Income from investment of tax-exempt bond proceedsMediumBullet 11,552     11,552
5 Royalties...........MediumBullet 696,345     696,345
(ii) Personal (i) Real
6a Gross rents   2,759,049 6a
b Less: rental expenses   2,646,752 6b
c Rental income or (loss) 0 112,297 6c
d Net rental income or (loss).......MediumBullet 112,297     112,297
(ii) Other (i) Securities
7a Gross amount from sales of assets other than inventory 5,578,880 383,501,957 7a
b Less: cost or other basis and sales expenses 556,171 305,558,042 7b
c Gain or (loss) 5,022,709 77,943,915 7c
d Net gain or (loss).........MediumBullet 82,966,624   1,136,961 81,829,663
8a Gross income from fundraising events (not including $ 798,797of contributions reported on line 1c). See Part IV, line 18 ....
8a 187,841
b Less: direct expenses ... 8b 597,523
c Net income or (loss) from fundraising events..MediumBullet -409,682   -409,682
9a Gross income from gaming activities.
See Part IV, line 19 ...
9a 26,630
b Less: direct expenses ... 9b 6,382
c Net income or (loss) from gaming activities..MediumBullet 20,248     20,248
10a Gross sales of inventory, less
returns and allowances ..
10a 60,529
b Less: cost of goods sold .. 10b 27,710
c Net income or (loss) from sales of inventory..MediumBullet 32,819   32,819  
Business Code Miscellaneous Revenue
11a            
b            
c            
d All other revenue ....        
e Total. Add lines 11a–11d ...... MediumBullet 0
12 Total revenue. See instructions.....MediumBullet 1,216,120,532 953,161,917 736,359 109,271,986
Form 990 (2019)
Form 990 (2019)
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 domestic organizations and domestic governments. See Part IV, line 21 .... 29,755,638 29,755,638
2 Grants and other assistance to domestic individuals. See Part IV, line 22 ........... 10,509,563 10,509,563
3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. ............. 445,082 445,082
4 Benefits paid to or for members ....... 0  
5 Compensation of current officers, directors, trustees, and key employees ........... 10,863,933 2,765,965 7,305,852 792,116
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ......... 1,012,493 1,012,493    
7 Other salaries and wages........ 713,546,035 663,152,570 47,745,754 2,647,711
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 36,852,080 33,692,425 2,999,921 159,734
9 Other employee benefits ....... 58,530,497 53,956,534 4,333,658 240,305
10 Payroll taxes ........... 37,227,089 33,734,589 3,331,042 161,458
11 Fees for services (non-employees):        
a Management ...... 0      
b Legal ......... 1,073,707 474,791 598,916  
c Accounting ........... 578,277   578,277  
d Lobbying ........... 277,538 271,652 5,886  
e Professional fundraising services. See Part IV, line 17 40,705 40,705
f Investment management fees ...... 5,599,542   5,599,542  
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) 40,745,104 32,012,885 7,746,650 985,569
12 Advertising and promotion .... 1,933,759 1,928,960   4,799
13 Office expenses ....... 8,673,789 4,902,547 3,642,577 128,665
14 Information technology ...... 14,297,283 5,351,777 8,819,861 125,645
15 Royalties .. 114,021 114,021    
16 Occupancy ........... 35,123,138 29,741,299 5,151,259 230,580
17 Travel ............ 9,820,559 9,363,942 403,516 53,101
18 Payments of travel or entertainment expenses for any federal, state, or local public officials . 0      
19 Conferences, conventions, and meetings .... 7,307,705 6,745,290 552,202 10,213
20 Interest ........... 8,266,659 7,025,197 1,241,462  
21 Payments to affiliates ....... 0      
22 Depreciation, depletion, and amortization .. 31,583,181 24,895,110 6,572,292 115,779
23 Insurance ... 551,472 1,465 550,007  
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 MEDICAL & RESEARCH SUPPLIES 20,018,446 20,018,446    
b EQUIPMENT & MAINTENANCE 9,695,272 5,690,696 3,982,032 22,544
c DUES & SUBSCRIPTIONS 8,686,131 8,276,625 396,151 13,355
d RESIDENTS & FELLOWS 6,910,851 6,910,851    
e All other expenses 6,020,565 4,476,647 1,495,961 47,957
25 Total functional expenses. Add lines 1 through 24e 1,116,060,114 997,227,060 113,052,818 5,780,236
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 (2019)
Form 990 (2019)
Page 11
Part X
Balance Sheet
Check if Schedule O contains a response or note to any line in this Part IX..............
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash–non-interest-bearing ........ 143,636 1 173,456
2 Savings and temporary cash investments ......... 83,006,583 2 53,228,075
3 Pledges and grants receivable, net ...... 58,459,743 3 57,364,429
4 Accounts receivable, net ............. 96,970,671 4 102,216,177
5 Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
0 5 0
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
0 6 0
7 Notes and loans receivable, net ........... 0 7 0
8 Inventories for sale or use ............ 53,937 8 62,571
9 Prepaid expenses and deferred charges ...... 4,226,176 9 4,476,039
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 694,008,517
b Less: accumulated depreciation 10b 396,105,032 245,763,843 10c 297,903,485
11 Investments—publicly traded securities . 403,741,677 11 417,571,961
12 Investments—other securities. See Part IV, line 11 ..... 1,179,298,491 12 1,270,206,164
13 Investments—program-related. See Part IV, line 11 .. 96,751,620 13 109,459,412
14 Intangible assets ............... 5,325,802 14 6,010,957
15 Other assets. See Part IV, line 11 ........... 57,589,348 15 5,402,918
16 Total assets. Add lines 1 through 15 (must equal line 33)... 2,231,331,527 16 2,324,075,644
Liabilities 17 Accounts payable and accrued expenses ..... 234,303,048 17 227,029,054
18 Grants payable ... 0 18 0
19 Deferred revenue ......... 19,529,611 19 24,199,707
20 Tax-exempt bond liabilities ......... 281,166,074 20 274,057,158
21 Escrow or custodial account liability. Complete Part IV of Schedule D 0 21 0
22 Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
0 22 0
23 Secured mortgages and notes payable to unrelated third parties .. 11,385,742 23 8,724,485
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 25,213,626 25 20,878,426
26 Total liabilities. Add lines 17 through 25.. 573,093,301 26 556,384,030
Net Assets or Fund Balance Organizations that follow FASB ASC 958, check here MediumBullet and complete lines 27, 28, 32, and 33.
27 Net assets without donor restrictions ..........   27  
28 Net assets with donor restrictions ...........   28  
Organizations that do not follow FASB ASC 958, check here MediumBullet and complete lines 29 through 33.
29 Capital stock or trust principal, or current funds .....   29  
30 Paid-in or capital surplus, or land, building or equipment fund ...   30  
31 Retained earnings, endowment, accumulated income, or other funds   31  
32 Total net assets or fund balances ........... 1,658,238,226 32 1,767,691,614
33 Total liabilities and net assets/fund balances ........ 2,231,331,527 33 2,324,075,644
Form 990 (2019)
Form 990 (2019)
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
1,216,120,532
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
1,116,060,114
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
100,060,418
4
Net assets or fund balances at beginning of year (must equal Part X, line 32, column (A)) ..
4
1,658,238,226
5
Net unrealized gains (losses) on investments ...............
5
6,537,406
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
2,855,564
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 32, column (B))
10
1,767,691,614
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 (2019)
Form 990 (2019)
Additional Data


Software ID:  
Software Version:  
Form 990, Special Condition Description:
Special Condition Description
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 Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
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 12, check only one box.)
1
2
3
4
5
6
7
8
9
10
11
12
a
b
c
d
e
f
Enter the number of supported organizations ...............................  
g
Provide the following information about the supported organization(s).
(i) Name of supported organization (ii) EIN (iii) Type of organization (described on lines 1- 10 above (see instructions)) (iv) Is the organization listed in your governing document? (v) Amount of monetary support (see instructions) (vi) Amount of other support (see instructions)
Yes No
Total
 
   
For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2019

Schedule A (Form 990 or 990-EZ) 2019
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 failed 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) 2015 (b) 2016 (c) 2017 (d) 2018 (e) 2019 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. 148,438,376 153,455,335 151,693,606 171,540,243 152,950,270 778,077,830
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 3 148,438,376 153,455,335 151,693,606 171,540,243 152,950,270 778,077,830
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. 778,077,830
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2015 (b) 2016 (c) 2017 (d) 2018 (e) 2019 (f) Total
7 Amounts from line 4.. 148,438,376 153,455,335 151,693,606 171,540,243 152,950,270 778,077,830
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... 28,087,103 27,040,606 29,174,899 29,163,522 30,478,509 143,944,639
9 Net income from unrelated business activities, whether or not the business is regularly carried on..         43,840 43,840
10 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. 314,651 293,595 264,888 284,718 275,000 1,432,852
11 Total support. Add lines 7 through 10 923,499,161
12
12
4,272,262,577
13
First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here........................................right arrow
Section C. Computation of Public Support Percentage
14
14
84.253 %
15
15
84.554 %
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) 2019

Schedule A (Form 990 or 990-EZ) 2019
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 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) 2015 (b) 2016 (c) 2017 (d) 2018 (e) 2019 (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) 2015 (b) 2016 (c) 2017 (d) 2018 (e) 2019 (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 VI.) ..            
13 Total support. (Add lines 9, 10c, 11, and 12.)..            
14
Section C. Computation of Public Support Percentage
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
b
20
Schedule A (Form 990 or 990-EZ) 2019

Schedule A (Form 990 or 990-EZ) 2019
Page 4
Part IV
Supporting Organizations
(Complete only if you checked a box on line 12 of Part I. If you checked 12a of Part I, complete Sections A and B. If you checked 12b of Part I, complete Sections A and C. If you checked 12c of Part I, complete Sections A, D, and E. If you checked 12d of Part I, complete Sections A and D, and complete Part V.)
Section A. All Supporting Organizations
Yes
No
1
Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.
1
 
 
2
Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).
2
 
 
3a
Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer (b) and (c) below.
3a
 
 
b
Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.
3b
 
 
c
Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.
3c
 
 
4a
Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked 12a or 12b in Part I, answer (b) and (c) below.
4a
 
 
b
Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.
4b
 
 
c
Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.
4c
 
 
5a
Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer (b) and (c) below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).
5a
 
 
b
Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?
5b
 
 
c
Substitutions only. Was the substitution the result of an event beyond the organization's control?
5c
 
 
6
Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.
6
 
 
7
Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ) .
7
 
 
8
Did the organization make a loan to a disqualified person (as defined in section 4958) not described in line 7? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ).
8
 
 
9a
Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.
9a
 
 
b
Did one or more disqualified persons (as defined in line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.
9b
 
 
c
Did a disqualified person (as defined in line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.
9c
 
 
10a
Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.
10a
 
 
b
Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).
10b
 
 
Schedule A (Form 990 or 990-EZ) 2019

Schedule A (Form 990 or 990-EZ) 2019
Page 5
Part IV
Supporting Organizations (continued)
Yes
No
11
Has the organization accepted a gift or contribution from any of the following persons?
a
A person who directly or indirectly controls, either alone or together with persons described in (b) and (c) below, the governing body of a supported organization?
11a
 
 
b
A family member of a person described in (a) above?
11b
 
 
c
A 35% controlled entity of a person described in (a) or (b) above? If “Yes” to a, b, or c, provide detail in Part VI.
11c
 
 
Section B. Type I Supporting Organizations
Yes
No
1
Did the directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.
1
 
 
2
Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.
2
 
 
Section C. Type II Supporting Organizations
Yes
No
1
Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).
1
 
 
Section D. All Type III Supporting Organizations
Yes
No
1
Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?
1
 
 
2
Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).
2
 
 
3
By reason of the relationship described in (2), did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.
3
 
 
Section E. Type III Functionally-Integrated Supporting Organizations
1
Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):
a
b
c
2
Activities Test. Answer (a) and (b) below.
Yes
No
a
Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.
2a
 
 
b
Did the activities described in (a) constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.
2b
 
 
3
Parent of Supported Organizations. Answer (a) and (b) below.
a
Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations? Provide details in Part VI.
3a
 
 
b
Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.
3b
 
 
Schedule A (Form 990 or 990-EZ) 2019

Schedule A (Form 990 or 990-EZ) 2019
Page 6
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations
1
Section A - Adjusted Net Income (A) Prior Year (B) Current Year
(optional)
1 Net short-term capital gain 1    
2 Recoveries of prior-year distributions 2    
3 Other gross income (see instructions) 3    
4 Add lines 1 through 3 4    
5 Depreciation and depletion 5    
6 Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) 6    
7 Other expenses (see instructions) 7    
8 Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) 8    
Section B - Minimum Asset Amount (A) Prior Year (B) Current Year
(optional)
1 Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): 1
a Average monthly value of securities 1a    
b Average monthly cash balances 1b    
c Fair market value of other non-exempt-use assets 1c    
d Total (add lines 1a, 1b, and 1c) 1d    
e Discount claimed for blockage or other factors
(explain in detail in Part VI):  
2 Acquisition indebtedness applicable to non-exempt use assets 2    
3 Subtract line 2 from line 1d 3    
4 Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). 4    
5 Net value of non-exempt-use assets (subtract line 4 from line 3) 5    
6 Multiply line 5 by .035 6    
7 Recoveries of prior-year distributions 7    
8 Minimum Asset Amount (add line 7 to line 6) 8    
Section C - Distributable Amount Current Year
1 Adjusted net income for prior year (from Section A, line 8, Column A) 1  
2 Enter 85% of line 1 2  
3 Minimum asset amount for prior year (from Section B, line 8, Column A) 3  
4 Enter greater of line 2 or line 3 4  
5 Income tax imposed in prior year 5  
6 Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) 6  
7
Schedule A (Form 990 or 990-EZ) 2019

Schedule A (Form 990 or 990-EZ) 2019
Page 7
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations(continued)
Section D - Distributions Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes  
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in
excess of income from activity		  
3 Administrative expenses paid to accomplish exempt purposes of supported organizations  
4 Amounts paid to acquire exempt-use assets  
5 Qualified set-aside amounts (prior IRS approval required)  
6 Other distributions (describe in Part VI). See instructions  
7Total annual distributions. Add lines 1 through 6.  
8 Distributions to attentive supported organizations to which the organization is responsive (provide
details in Part VI). See instructions		  
9 Distributable amount for 2019 from Section C, line 6  
10 Line 8 amount divided by Line 9 amount  
Section E - Distribution Allocations (see instructions) (i)
Excess Distributions 		(ii)
Underdistributions
Pre-2019 		(iii)
Distributable
Amount for 2019
1 Distributable amount for 2019 from Section C, line 6  
2 Underdistributions, if any, for years prior to 2019 (reasonable cause required-- explain in Part VI).
See instructions.		  
3 Excess distributions carryover, if any, to 2019:
a From 2014.......  
b From 2015.......  
c From 2016.......  
d From 2017.......  
e From 2018.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2019 distributable amount  
i Carryover from 2014 not applied (see
instructions) 		 
j Remainder. Subtract lines 3g, 3h, and 3i from 3f.  
4Distributions for 2019 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2019 distributable amount  
c Remainder. Subtract lines 4a and 4b from 4.  
5 Remaining underdistributions for years prior to
2019, if any. Subtract lines 3g and 4a from line 2.
If the amount is greater than zero, explain in Part VI.
See instructions.		  
6 Remaining underdistributions for 2019. Subtract
lines 3h and 4b from line 1. If the amount is greater
than zero, explain in Part VI. See instructions.		  
7 Excess distributions carryover to 2020. Add lines
3j and 4c.		  
8 Breakdown of line 7:
a Excess from 2015.....  
b Excess from 2016.....  
c Excess from 2017.....  
d Excess from 2018.....  
e Excess from 2019.....  
Schedule A (Form 990 or 990-EZ) (2019)

Schedule A (Form 990 or 990-EZ) 2019
Page 8
Part VI
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Return Reference Explanation
Schedule A, Part II, Section B, Line 10 Other Income includes gross income from fundraising events, gross income from gaming activities, and gross sales of inventory, less returns and allowances.
Schedule A (Form 990 or 990-EZ) 2019


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 Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2019
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 isn't covered by the General Rule and/or the Special Rules doesn't 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 doesn't 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) (2019)
Schedule B (Form 990, 990-EZ, or 990-PF) (2019) Page 2
Name of organization
The Medical College of Wisconsin Inc
  		Employer identification number
39-0806261
Part I
Contributors
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
 
 
 
 

$  


(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) (2019)
Schedule B (Form 990, 990-EZ, or 990-PF) (2019)
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) (2019)
Schedule B (Form 990, 990-EZ, or 990-PF) (2019)
Page 4
Name of organization
The Medical College of Wisconsin Inc
  		Employer identification number

39-0806261
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. 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) (2019)

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 BulletGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
Open to Public
Inspection
If the organization answered "Yes" on 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" on 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" on Form 990, Part IV, Line 5 (Proxy Tax) (see separate instructions) or Form 990-EZ, Part V, line 35c (Proxy Tax) (see separate instructions), 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 (see instructions for definition of “political campaign activities")

2
Political campaign activity expenditures (see instructions) ....................................................................SchCMd Bullet
$  
3
Volunteer hours for political campaign activities (see instructions) ..................................................................
 

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-.
1
2
3
4
5
6
For Paperwork Reduction Act Notice, see the instructions for Form 990 or 990-EZ.
Cat. No. 50084S
Schedule C (Form 990 or 990-EZ) 2019

Schedule C (Form 990 or 990-EZ) 2019
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 separate instructions for lines 2a through 2f.)
Lobbying Expenditures During 4-Year Averaging Period
Calendar year (or fiscal year
beginning in) 		(a) 2016 (b) 2017 (c) 2018 (d) 2019 (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) 2019


Schedule C (Form 990 or 990-EZ) 2019
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 on lines 1a through 1i below, provide in Part IV a detailed description of the lobbying activity.
(a)
Yes|No
(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
 
416,926
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ..................
 
No
 
i
Other activities? ...................................................................................................................
Yes
 
 
j
Total. Add lines 1c through 1i ....................................................................................................
416,926
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, lines 1 and 2 (see instructions), 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, BUDGET AND TAX RELATED ISSUES. IN THE AREAS OF ADMINISTRATIVE ACTION, THE AGENCIES CONTACTED WERE: THE WISCONSIN LEGISLATURE AND THE EXECUTIVE BRANCH INCLUDING THE STATE'S DEPARTMENT OF ADMINISTRATION, DEPARTMENT OF HEALTH SERVICES, HIGHER EDUCATIONAL AIDS BOARD, OFFICE OF COMMISSIONER OF INSURANCE, AND DEPARTMENT OF COMMERCE, AS WELL AS 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 $416,926.
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) 2019


Additional Data


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SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," on 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 Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
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" on Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .........    
2 Aggregate value of contributions to (during year)    
3 Aggregate value of 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" on 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 7/25/06, 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, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, handling of violations, 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" on Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under FASB 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 FASB 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)
Revenue included on 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 FASB ASC 958 relating to these items:
a
Revenue included on 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) 2019

Schedule D (Form 990) 2019
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" on 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, for escrow or custodial account liability? ...
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" on Form 990, Part IV, line 10.
(a) Current year (b) Prior year (c) Two years back (d) Three years back (e) Four years back
1a Beginning of year balance .... 875,162,690 750,699,730 777,876,016 748,266,595 597,705,212
b Contributions ... 20,022,269 29,552,286 23,563,395 32,663,941 72,358,750
c Net investment earnings, gains, and losses 67,684,013 124,822,969 -22,696,974 23,480,814 102,552,368
d Grants or scholarships ... 1,700,389 1,355,343 1,276,426 943,058 755,803
e Other expenditures for facilities
and programs ... 		26,937,799 25,051,659 23,292,487 22,355,803 20,775,819
f Administrative expenses .... 3,632,310 3,505,293 3,473,794 3,236,473 2,818,113
g End of year balance ...... 930,598,474 875,162,690 750,699,730 777,876,016 748,266,595
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet40.000 %
b
Permanent endowment SchDMd Bullet41.000 %
c
Term endowment SchDMd Bullet19.000 %
The percentages on 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" on 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" on 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 ....   410,219,676 196,705,595 213,514,081
c Leasehold improvements   17,061,364 14,808,118 2,253,246
d Equipment ....   250,885,735 183,640,700 67,245,035
e Other .....   15,841,742 950,619 14,891,123
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..SchDMdBullet 297,903,485
Schedule D (Form 990) 2019

Schedule D (Form 990) 2019
Page 3
Part VII
Investments—Other Securities.
Complete if the organization answered "Yes" on 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		 371,911,654 F

(B) COMMINGLED EQUITY FUNDS		 708,119,167 F

(C) COMMINGLED BOND FUNDS		 167,774,901 F

(D) EQUITY MUTUAL FUNDS		 19,668,857 F

(E) GUARANTEED INVSTMENT CONTRACTS		 2,731,585 F
(F)
(G)
(H)
(I)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet 1,270,206,164
Part VIII
Investments—Program Related. Complete if the organization answered 'Yes' on 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
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(10)
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' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(10)
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' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
(1) Federal income taxes 0
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 20,878,426
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) 2019

Schedule D (Form 990) 2019
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered 'Yes' on 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 (losses) 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' on 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 FOOTNOTE: MCW 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 resulting from tax positions taken or expected to be taken on a tax return should be recorded in the financial statements. Under ASC Topic 740, the tax benefit from an uncertain tax position is recognized 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 50% likelihood of being realized upon ultimate settlement. MCW does not have a liability for unrecognized tax benefits as of June 30, 2018.
Schedule D (Form 990) 2019


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SCHEDULE E(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Schools

Right pointing arrow large image Complete if the organization answered "Yes" on 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 Go to www.irs.gov/Form990EZ for the latest information.
OMB No. 1545-0047 2019Open 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) (2019)
Schedule E (Form 990 or 990EZ) (2019)
Page 2
Part II
Supplemental Information. Provide the explanations required by Part I, lines 3, 4d, 5h, 6b, and 7, as applicable. Also provide
any other additional information. See instructions.
Return Reference Explanation
PART I, LINE 3 MCW values diversity among its student body and actively recruits to promote diversity. Diversity is demonstrated by the makeup of MCW's student body. Almost 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 Defense, the Department of Transportation, the Department of Veterans' Affairs, the National Science Foundation and the State of Wisconsin. Many MCW students are eligible to receive federal student financial aid, including but not limited to, the Federal Primary Care Loan Program. In addition, 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) (2019)
Additional Data


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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 Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
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" on 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 the region (d) Activities conducted in region (by type) (such as, 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 the region		 (f) Total expenditures
for and investments
in the region
Central America and the Caribbean     Program Services RESEARCH/SUBAWARDS 32,680
Europe (Including Iceland and Greenland)     Program Services RESEARCH/SUBAWARDS 311,045
North America     Program Services RESEARCH/SUBAWARDS 169,006
Russia and the Newly Independent States   1 Program Services RESEARCH/SUBAWARDS 154,678
South Asia     Program Services RESEARCH/SUBAWARDS 6,408
Central America and the Caribbean     Program Services SEMINARS/CONFERENCES 50,729
East Asia and the Pacific     Program Services SEMINARS/CONFERENCES 73,918
Europe (Including Iceland and Greenland)     Program Services SEMINARS/CONFERENCES 520,197
Middle East and North Africa     Program Services SEMINARS/CONFERENCES 18,512
North America     Program Services SEMINARS/CONFERENCES 338,894
Russia and the Newly Independent States     Program Services SEMINARS/CONFERENCES 36,174
South America     Program Services SEMINARS/CONFERENCES 46,803
South Asia     Program Services SEMINARS/CONFERENCES 21,740
Sub-Saharan Africa     Program Services SEMINARS/CONFERENCES 35,174
Central America and the Caribbean     Investments   588,909,827
Europe (Including Iceland and Greenland)     Investments   4,524,259
North America     Investments   195,948
3a Sub-total ....   1 595,445,992
b Total from continuation sheets to Part I ...      
c Totals (add lines 3a and 3b)   1 595,445,992
For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2019
Schedule F (Form 990) 2019
Page 2
Part II
Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered "Yes" on 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 noncash
assistance 		(h) Description
of noncash
assistance 		(i) Method of
valuation
(book, FMV,
appraisal, other)
Central America and the Caribbean RESEARCH SUBAWARD 32,680 WIRE      
Europe (Including Iceland and Greenland) RESEARCH SUBAWARD 156,050 WIRE      
Europe (Including Iceland and Greenland) RESEARCH SUBAWARD 43,191 CHECK      
North America RESEARCH SUBAWARD 86,897 CHECK      
Russia and the Newly Independent States RESEARCH SUBAWARD 126,264 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
5
3 Enter total number of other organizations or entities .......................MediumBullet
 
Schedule F (Form 990) 2019
Schedule F (Form 990) 2019Page 3
Part III
Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" on 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
noncash
assistance 		(g) Description
of noncash
assistance 		(h) Method of
valuation
(book, FMV,
appraisal, other)
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
Schedule F (Form 990) 2019
Schedule F (Form 990) 2019
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 separately 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; don't file with Form 990). . . . . . . . . . . . . . . . . . . . . . . .
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 separately file Form 5713, International Boycott Report (see Instructions for Form 5713; don't file with Form 990).. . . . . . . . . . . . . . . . . . . . . . . . . . . .
Schedule F (Form 990) 2019
Schedule F (Form 990) 2019
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) TO CARRY OUT A PART OF 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 SINGLE AUDITS, 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 AS APPROPRIATE.
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) 2019
Additional Data


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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" on 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 arrowGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
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" on 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 10 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
True Sense Donor Engagement Team In
155 COMMERCE DRIVE
 
FREEDOM, PA15042 		telemarket services   No 93,480 40,705 52,775
             
             
             
             
             
             
             
             
             
Total . . . . . . . . . . . . . . . . . . . . right arrow 93,480 40,705 52,775
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 990 or 990-EZ.
Cat. No. 50083H
Schedule G (Form 990 or 990-EZ) 2019
Schedule G (Form 990 or 990-EZ) 2019
Page 2
Part II
Fundraising Events. Complete if the organization answered "Yes" on 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.









VerticalRevenue
(a) Event #1

DDC DINNER
(event type) 		(b) Event #2

GOLF EVENT
(event type) 		(c) Other events

8
(total number) 		(d) Total events
(add col. (a) through col. (c))

1
Gross receipts . . . . .
297,200
211,500
477,938
986,638

2
Less: Contributions . . . .
268,600
147,201
382,996
798,797
3 Gross income (line 1 minus
line 2) . . . . . .
28,600
64,299
94,942
187,841



VerticalDirectExpenses
4 Cash prizes . . . . . 0 0 0 0
5 Noncash prizes . . . . 0 0 3,890 3,890
6 Rent/facility costs . . . . 2,054 46,850 55,537 104,441
7 Food and beverages . . . 99,192 38,976 77,193 215,361
8 Entertainment . . . . 172,042 50,858 575 223,475
9 Other direct expenses . . . 26,384 1,560 22,412 50,356
10 Direct expense summary. Add lines 4 through 9 in column (d) . . . . . . . . . . right arrow 597,523
11 Net income summary. Subtract line 10 from line 3, column (d). . . . . . . . . . right arrow -409,682
Part III
Gaming. Complete if the organization answered "Yes" on 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 . . . . .
 
 
26,630
26,630
VerticalDirectExpenses

2
Cash prizes . . . . .
 
 
 
 

3
Noncash prizes . . . .
 
 
6,325
6,325

4
Rent/facility costs . . . .
 
 
 
 

5
Other direct expenses . . .
 
 
57
57


6

Volunteer labor . . . .
%
%
%


7
Direct expense summary. Add lines 2 through 5 in column (d) . . . . . . . . . . right arrow
6,382

8
Net gaming income summary. Subtract line 7 from line 1, column (d). . . . . . . . . right arrow
20,248

9
Enter the state(s) in which the organization conducts gaming activities: WI
a
Is the organization licensed to conduct 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) 2019
Schedule G (Form 990 or 990-EZ) 2019
Page 3
11
Does the organization conduct 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 conducted in:
a
The organization's facility . . . . . . . . . . . . . . . . . .
13a
%
b
An outside facility . . . . . . . . . . . . . . . . . . . .
13b
%
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 VP of Development
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 provide any additional information. See instructions.
Return Reference Explanation
SCHEDULE G, PART III, LINE 16 GAMING CONSISTS OF RAFFLES 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 DEVELOPMENT 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) 2019
Additional Data


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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," on Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990.
lBullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2019
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 Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on 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 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
noncash assistance		 (h) Purpose of grant
or assistance
(1) 16TH ST COMMUNITY HEALTH CENTER
1337 S 16TH ST 2ND FLR
MILWAUKEE,WI53204 		39-1180475 501(c)(3) 101,945       ADVANCE HEALTH WI
(2) 16TH ST COMMUNITY HEALTH CENTER
1337 S 16TH ST 2ND FLR
MILWAUKEE,WI53204 		39-1180475 501(c)(3) 20,522       RESEARCH SUBAWARD
(3) AIDS FOUNDATION OF CHICAGO
200 W JACKSON BLVD 2100
CHICAGO,IL60606 		36-3412054 501(c)(3) 52,583       RESEARCH SUBAWARD
(4) AIDS RESOURCE CENTER OF WISCONSIN INC
PO BOX 510498
MILWAUKEE,WI53203 		39-1534049 501(c)(3) 152,702       RESEARCH SUBAWARD
(5) AIDS TASKFORCE OF GREATER CLEVELAND
3210 EUCLID AVENUE
CLEVELAND,OH44115 		34-1433612 501(c)(3) 66,730       RESEARCH SUBAWARD
(6) ALMA CENTER INC
2821 N 4TH STREET
MILWAUKEE,WI53212 		36-4530524 501(c)(3) 10,065       ADVANCE HEALTH WI
(7) ARKANSAS CHILDRENS HOSPITAL RESEARCH INST
13 CHILDRENS WAY
LITTLE ROCK,AK72202 		71-0694931 501(c)(3) 18,000       RESEARCH SUBAWARD
(8) AURORA HEALTH CARE INC
750 W VIRGINIA STREET
MILWAUKEE,WI53234 		39-1442285 501(c)(3) 68,478       RESEARCH SUBAWARD
(9) BANYAN BIOMARKERS INC
16744 W BERNARDO DR
SAN DIEGO,CA92127 		20-1449566 N/A 241,844       RESEARCH SUBAWARD
(10) BAYLOR COLLEGE OF MEDICINE
ONE BAYLOR PLAZA
HOUSTON,TX77030 		74-1613878 501(c)(3) 80,598       RESEARCH SUBAWARD
(11) BENAROYA RESEARCH INSTITUTE
1201 NINTH AVENUE
SEATTLE,WA98101 		91-0653422 501(c)(3) 24,979       RESEARCH SUBAWARD
(12) BENEDICT CENTER
135 W WELLS ST STE 700
MILWAUKEE,WI53203 		39-1226475 501(c)(3) 8,655       ADVANCE HEALTH WI
(13) BIENESTAR HUMAN SERVICES INC
5326 E BEVERLY BLVD
LOS ANGELES,CA90022 		95-4505737 501(c)(3) 103,698       RESEARCH SUBAWARD
(14) BROWN COUNTY UNITED WAY
112 N ADAMS ST STE 201
GREEN BAY,WI54301 		39-0806299 501(c)(3) 26,284       ADVANCE HEALTH WI
(15) BUCK INSTITUTE FOR RESEARCH ON AGING
8001 REDWOOD BOULEVARD
NOVATO,CA94945 		94-3030609 501(c)(3) 331,579       RESEARCH SUBAWARD
(16) CELEBRATE CHILDREN FOUNDATION
110 E MAIN STREET STE 810
MADISON,WI53703 		39-1946398 501(c)(3) 93,412       ADVANCE HEALTH WI
(17) CENTER FOR HOUSING AND HEALTH
200 W JACKSON BLVD 2100
CHICAGO,IL60606 		26-4287202 501(c)(3) 357,000       RESEARCH SUBAWARD
(18) CENTER FOR VETERANS ISSUES LTD
315 W COURT STREET
MILWAUKEE,WI53212 		39-1712359 501(c)(3) 44,488       ADVANCE HEALTH WI
(19) CENTER FOR YOUTH ENGAGEMENT
4850 W FOND DU LAC AVE
MILWAUKEE,WI53212 		39-1981273 501(c)(3) 43,801       ADVANCE HEALTH WI
(20) CHILDRENS HEALTHCARE OF ATLANTA INC
1584 TULLIE CIRCLE
ATLANTA,GA30329 		58-2367819 501(c)(3) 6,349       RESEARCH SUBAWARD
(21) CHILDRENS HOSPITAL OF WISCONSIN
9000 W WISCONSIN AVENUE
MILWAUKEE,WI53201 		39-0812532 501(c)(3) 869,479       RESEARCH SUBAWARD
(22) CITY OF MILWAUKEE HEALTH DEPARTMENT
841 N BROADWAY
MILWAUKEE,WI53202 		39-6005532 GOVT 10,111       ADVANCE HEALTH WI
(23) CLEVELAND CLINIC FOUNDATION
9500 EUCLIND AVE JJN5
CLEVELAND,OH44195 		91-2153073 501(c)(3) 11,418       RESEARCH SUBAWARD
(24) COLUMBIA UNIVERSITY
615 WEST 131ST ST
NEW YORK,NY10027 		13-5598093 501(c)(3) 34,940       RESEARCH SUBAWARD
(25) CONCORDIA UNIVERSITY WISCONSIN
12800 N LAKE SHORE DRIVE
MEQUON,WI53097 		39-0833608 501(c)(3) 40,312       RESEARCH SUBAWARD
(26) COOPERATIVE EDUCATION SERVICE AGENCY #7
595 BAETEN ROAD
GREEN BAY,WI54304 		39-1515860 501(c)(3) 91,952       ADVANCE HEALTH WI
(27) DANA FARBER CANCER INSTITUTE INC
450 BROOKLINE AVENUE
BOSTON,MA02215 		04-2263040 501(c)(3) 36,219       RESEARCH SUBAWARD
(28) DARTMOUTH COLLEGE
11 ROPE FERRY ROAD
HANOVER,NH03755 		02-0222111 501(c)(3) 287,398       TRANSFRM MED EDUC
(29) DIVERSE AND RESILIENT INC
2439 HOLTON STREET
MILWAUKEE,WI53202 		30-0084616 501(c)(3) 91,121       ADVANCE HEALTH WI
(30) DUKE UNIVERSITY
324 BLACKWELL ST BLDG 850
DURHAM,NC27701 		56-0532129 501(c)(3) 138,210       RESEARCH SUBAWARD
(31) EAU CLAIRE CITY-COUNTY HEALTH DEPARTMENT
720 2ND AVENUE
EAU CLAIRE,WI54703 		39-6005436 GOVT 231,218       ADVANCE HEALTH WI
(32) EMMES CORPORATION THE
401 N WASHINGTON ST
ROCKVILLE,MD20850 		54-1058268 N/A 3,542,454       RESEARCH SUBAWARD
(33) EMORY UNIVERSITY
1599 CLIFTON ROAD
ATLANTA,GA30322 		58-0566256 501(c)(3) 11,261       RESEARCH SUBAWARD
(34) FAMILIES AND SCHOOLS TOGETHER INC
2801 INTERNATIONL LN 212
MADISON,WI53704 		39-1895298 501(c)(3) 10,000       ADVANCE HEALTH WI
(35) FEEDING AMERICA EASTERN WISCONSIN INC
1700 W FOND DU LAC AVE
MILWAUKEE,WI53205 		39-1384593 501(c)(3) 53,849       ADVANCE HEALTH WI
(36) FOND DU LAC SCHOOL DISTRICT
72 W 9TH STREET
FOND DU LAC,WI54935 		39-1411371 GOVT 13,097       ADVANCE HEALTH WI
(37) FONDY FOOD CENTER INC
2347 W FOND DU LAC AVE
MILWAUKEE,WI53206 		31-1751969 501(c)(3) 18,405       ADVANCE HEALTH WI
(38) FOUNDATIONS HEALTH AND WHOLENESS INC
1061 W MASON STREET
GREEN BAY,WI54303 		39-1047205 N/A 90,649       ADVANCE HEALTH WI
(39) FRED HUTCHINSON CANCER RESEARCH CENTER
1100 FARVIEW AVE N
SEATTLE,WA98109 		23-7156071 501(c)(3) 190,348       RESEARCH SUBAWARD
(40) GENEVA FOUNDATION
917 PACIFIC AVENUE NO 600
TACOMA,WA98402 		91-1593913 501(c)(3) 409,996       RESEARCH SUBAWARD
(41) H LEE MOFFITT CANCER CTR & RESEARCH INST
12902 MAGNOLIA DRIVE
TAMPA,FL33612 		59-2451713 501(c)(3) 14,728       RESEARCH SUBAWARD
(42) HEALTH RESEARCH INC ROSWELL PARK CANCER INS
ELM CARLTON STREETS
BUFFALO,NY14263 		14-1402155 501(c)(3) 5,409       RESEARCH SUBAWARD
(43) IMAGING BIOMETRICS LLC
13416 WATERTWN PLANK RD
ELM GROVE,WI53122 		56-2633169 N/A 98,850       RESEARCH SUBAWARD
(44) INDIANHEAD COMMUNITY ACTION AGENCY
1000 COLLEGE AVE W 40
LADYSMITH,WI54848 		39-1086966 501(c)(3) 32,874       ADVANCE HEALTH WI
(45) INTER TRIBAL COUNCIL OF MICHIGAN INC
2956 ASHMUN ST
SAULT STE MARIE,MI49783 		38-1893519 501(c)(3) 27,751       RESEARCH SUBAWARD
(46) INTERFAITH SENIOR PROGRAM INC
210 NW BARSTOW STREET
WAUKESHA,WI53188 		39-1393171 501(c)(3) 10,000       ADVANCE HEALTH WI
(47) JACKSON LABORATORY THE
600 MAIN STREET
BAR HARBOR,ME04609 		01-0211513 501(c)(3) 142,956       RESEARCH SUBAWARD
(48) JOHNS HOPKINS UNIVERSITY
3910 KESWICK RD N4327B
BALTIMORE,MD21211 		52-0595110 501(c)(3) 22,024       RESEARCH SUBAWARD
(49) KENOSHA COUNTY
8600 SHERIDAN ROAD
KENOSHA,WI53143 		39-6005707 GOVT 6,306       ADVANCE HEALTH WI
(50) LA CROSSE COUNTY HEALTH DEPARTMENT
300 4TH STREET N
LA CROSSE,WI54601 		39-6005709 GOVT 113,777       ADVANCE HEALTH WI
(51) LAC DU FLAMBEAU PUBLIC SCHOOL DISTRICT
2899STATE HWY 47 S
LAC DU FLMBEAU,WI54538 		39-6002022 GOVT 265,403       ADVANCE HEALTH WI
(52) LAUREATE INSTITUTE FOR BRAIN RESEARCH
6655 SOUTH YALE AVENUE
TULSA,OK74136 		73-1328881 501(c)(3) 10,960       RESEARCH SUBAWARD
(53) LAWRENCE BERKELEY NATIONAL LAB
ONE CYCLOTRON RD
BERKELEY,CA94720 		94-2951741 GOVT 208,701       RESEARCH SUBAWARD
(54) LEHIGH UNIVERSITY
526 BRODHEAD AVENUE
BETHLEHEM,PA18015 		24-0795445 501(c)(3) 52,846       RESEARCH SUBAWARD
(55) LOYOLA UNIV OF CHICAGO
820 N MICHIGAN AVE
CHICAGO,IL60611 		36-1408475 501(c)(3) 94,527       RESEARCH SUBAWARD
(56) LURIE CHILDRENS HOSPITAL OF CHICAGO
225 EAST CHICAGO AVENUE
CHICAGO,IL60611 		36-2170833 501(c)(3) 10,387       RESEARCH SUBAWARD
(57) MARATHON COUNTY
500 FOREST STREET
WAUSAU,WI54403 		39-6005716 GOVT 131,619       ADVANCE HEALTH WI
(58) MARQUETTE UNIVERSITY
PO BOX 1881
MILWAUKEE,WI53201 		39-0806251 501(c)(3) 123,323       ADVANCE HEALTH WI
(59) MARQUETTE UNIVERSITY
PO BOX 1881
MILWAUKEE,WI53201 		39-0806251 501(c)(3) 368,865       RESEARCH SUBAWARD
(60) MARSHFIELD CLINIC
1000 NORTH OAK AVE
MARSHFIELD,WI54449 		39-0452970 501(c)(3) 54,939       RESEARCH SUBAWARD
(61) MASHKISIBI BOYS AND GIRLS CLUB
72830 ELM ST PO BOX 233
ODANAH,WI54861 		30-0028025 501(c)(3) 7,173       ADVANCE HEALTH WI
(62) MAYO CLINIC
200 FIRST STREET SW
ROCHESTER,MN55905 		41-6011702 501(c)(3) 11,880       TRANSFRM MED EDUC
(63) MAYO CLINIC
200 FIRST STREET SW
ROCHESTER,MN55905 		41-6011702 501(c)(3) 82,184       RESEARCH SUBAWARD
(64) MECKLENBERG EMS AGENCY
4525 STATESVILLE ROAD
CHARLOTTE,NC28269 		56-1989558 GOVT 26,529       RESEARCH SUBAWARD
(65) MENTAL HEALTH AMERICA OF WISCONSIN
600 W VIRGINIA ST 502
MILWAUKEE,WI53204 		39-0827843 501(c)(3) 209,572       ADVANCE HEALTH WI
(66) MENTAL HEALTH AMERICA OF WISCONSIN
600 W VIRGINIA ST 502
MILWAUKEE,WI53204 		39-0827843 501(c)(3) 11,279       RESEARCH SUBAWARD
(67) MICHIGAN STATE UNIVERSITY
426 AUDITORIUM RD
EAST LANSING,MI48824 		38-6005984 GOVT 112,558       RESEARCH SUBAWARD
(68) MILWAUKEE AREA TECHNICAL COLLEGE
700 W STATE STREET
MILWAUKEE,WI53233 		39-6003459 GOVT 20,088       TRANSFRM MED EDUC
(69) MILWAUKEE CENTER FOR CHILDREN AND YOUTH INC
1908 N WARREN AVENUE
MILWAUKEE,WI53202 		45-3068553 501(c)(3) 12,597       ADVANCE HEALTH WI
(70) MILWAUKEE COUNTY
9201 WATERTOWN PLANK RD
MILWAUKEE,WI53226 		39-6005720 GOVT 61,608       ADVANCE HEALTH WI
(71) MILWAUKEE PUBLIC SCHOOLS
5225 WEST VLIET STREET
MILWAUKEE,WI53208 		39-6003457 GOVT 73,747       ADVANCE HEALTH WI
(72) MILWAUKEE SCHOOL OF ENGINEERING
1025 N BROADWAY ST
MILWAUKEE,WI53202 		39-0477970 501(c)(3) 185,303       RESEARCH SUBAWARD
(73) MONTANA STATE UNIVERSITY
PO BOX 172220
BOZEMAN,MT59717 		81-6010045 GOVT 17,517       RESEARCH SUBAWARD
(74) MOUNT SINAI SCHOOL OF MEDICINE
ONE GUSTAVE L LEVY PLACE
NEW YORK,NY10029 		13-6171197 501(c)(3) 14,945       RESEARCH SUBAWARD
(75) NATIONAL MARROW DONOR PROGRAM
3001 BROADWAY ST NE
MINNEAPOLIS,MN55413 		84-0865803 501(c)(3) 8,512,173       RESEARCH SUBAWARD
(76) NATIONWIDE CHILDRENS HOSPITAL INC
700 CHILDRENS DRIVE
COLUMBUS,OH43205 		31-4379441 501(c)(3) 230,859       RESEARCH SUBAWARD
(77) NE WI AREA HEALTH EDUCATION CENTER INC
925 SOUTH 15TH STREET
MANITOWOC,WI54220 		39-1825838 501(c)(3) 9,983       ADVANCE HEALTH WI
(78) NORTHESHORE UNIV HEALTHSYSTEM RESEARCH INST
1301 CENTRAL STREET
EVANSTON,IL60201 		36-2167060 501(c)(3) 44,678       RESEARCH SUBAWARD
(79) NORTHLAKES COMMUNITY CLINIC
7665 US HIGHWAY 2
IRON RIVER,WI54847 		35-2297925 501(c)(3) 126,418       ADVANCE HEALTH WI
(80) NORTHWESTERN UNIVERSITY
633 NORTH CLARK STREET
EVANSTON,IL60208 		36-2167817 501(c)(3) 46,420       RESEARCH SUBAWARD
(81) OCONTO COUNTY HEALTH & HUMAN SERVICES
501 PARK AVENUE
OCONTO,WI54153 		39-6005722 GOVT 7,300       ADVANCE HEALTH WI
(82) OHIO STATE UNIVERSITY RESEARCH FOUNDATION
1960 KENNY ROAD
COLUMBUS,OH43210 		31-6401599 501(c)(3) 29,041       RESEARCH SUBAWARD
(83) PENNSYLVANIA STATE UNIVERSITY
201 OLD MAIN
UNIVERSITY PARK,PA16802 		24-6000376 GOVT 18,664       RESEARCH SUBAWARD
(84) PLANNED PARENTHOOD OF WISCONSIN INC
302 NORTH JACKSON
MILWAUKEE,WI53202 		39-0863391 501(c)(3) 16,401       ADVANCE HEALTH WI
(85) PREVENT BLINDNESS WISCONSIN INC
759 N MILWAUKEE ST 305
MILWAUKEE,WI53202 		39-6096227 501(c)(3) 69,866       ADVANCE HEALTH WI
(86) PREVENTION INSTITUTE
221 OAK STREET
OAKLAND,CA94607 		94-3282858 501(c)(3) 30,192       ADVANCE HEALTH WI
(87) RACINE COUNTY
730 WISCONSIN AVE
RACINE,WI53403 		39-6005734 GOVT 232,006       ADVANCE HEALTH WI
(88) RESEARCH INST AT NATIONWIDE CHILDRENS HOSP
700 CHILDRENS DRIVE
COLUMBUS,OH43205 		31-6056230 501(c)(3) 176,389       RESEARCH SUBAWARD
(89) ROCK COUNTY PUBLIC HEALTH DEPARTMENT
51 S MAIN STREET
JANESVILLE,WI53545 		39-6005736 GOVT 5,095       ADVANCE HEALTH WI
(90) ROGERS MEMORIAL HOSPITAL FOUNDATION
34700 VALLEY ROAD
OCONOMOWOC,WI53066 		39-1363507 501(c)(3) 19,647       ADVANCE HEALTH WI
(91) RUSH UNIVERSITY MEDICAL CENTER
1700 W VAN BUREN ROOM 150
CHICAGO,IL60612 		36-2174823 501(c)(3) 14,035       RESEARCH SUBAWARD
(92) SET MINISTRY INC
2977 N 50 STREET
MILWAUKEE,WI53210 		39-1618277 501(c)(3) 103,024       ADVANCE HEALTH WI
(93) SLOAN-KETTERING INST FOR CANCER RESEARCH
1275 YORK AVENUE
NEW YORK,NY10065 		13-1624182 501(c)(3) 22,983       RESEARCH SUBAWARD
(94) SOUTHWESTRN WISCONSIN COMMUNITY ACTION PROG
149 N IOWA STREET
DODGEVILLE,WI53533 		39-1053511 501(c)(3) 147,996       ADVANCE HEALTH WI
(95) STANFORD UNIVERSITY
3145 PORTER DRIVE
PALO ALTO,CA94304 		94-1156365 501(c)(3) 26,666       RESEARCH SUBAWARD
(96) THOMAS JEFFERSON UNIVERSITY
601 WALNUT STREET
PHILADELPHIA,PA19106 		23-1352651 501(c)(3) 9,416       RESEARCH SUBAWARD
(97) TOGETHER FOR JACKSON COUNTY KIDS
227 S 11TH ST
BLACK RIVER FALLS,WI54615 		39-6005703 GOVT 120,963       ADVANCE HEALTH WI
(98) TUFTS UNIVERSITY
169 HOLLAND STREET
SUMERVILLE,MA02144 		04-2103634 501(c)(3) 185,088       RESEARCH SUBAWARD
(99) UNITED COMMUNITY CENTER
1028 S 9TH STREET
MILWAUKEE,WI53204 		39-1146191 501(c)(3) 72,087       ADVANCE HEALTH WI
(100) UNITED WAY OF GREATER MILWAUKEE
225 WEST VINE ST
MILWAUKEE,WI53212 		39-0806190 501(c)(3) 62,484       ADVANCE HEALTH WI
(101) UNITED WAY PORTAGE COUNTY INC
1100 CENTERPOINT DR
STEVENS POINT,WI54481 		39-0831152 501(c)(3) 91,201       ADVANCE HEALTH WI
(102) UNIVERSITY OF ALABAMA AT BIRMINGHAM
1530 3RD AVENUE SOUTH
BIRMINGHAM,AL35294 		63-6005396 GOVT 13,748       RESEARCH SUBAWARD
(103) UNIVERSITY OF ARIZONA
1303 E UNIVERSITY BLVD
TUCSON,AZ85719 		86-6004791 GOVT 23,586       RESEARCH SUBAWARD
(104) UNIVERSITY OF CALIFORNIA DAVIS
PO BOX 989062
WEST SACRAMENTO,CA95798 		94-6036494 GOVT 101,044       RESEARCH SUBAWARD
(105) UNIVERSITY OF CALIFORNIA LOS ANGELES
10920 WILSHIRE BLVD
LOS ANGELES,CA90024 		95-6006143 GOVT 58,805       RESEARCH SUBAWARD
(106) UNIVERSITY OF CALIFORNIA SAN DIEGO
9500 GILMAN DRIVE
LA JOLLA,CA92093 		95-6006144 GOVT 9,090       ADVANCE HEALTH WI
(107) UNIVERSITY OF CALIFORNIA SAN DIEGO
9500 GILMAN DRIVE
LA JOLLA,CA92093 		95-6006144 GOVT 176,530       RESEARCH SUBAWARD
(108) UNIVERSITY OF CALIFORNIA SAN FRANCISCO
1855 FOLSOM STREET 425
SAN FRANCISCO,CA94143 		94-6036493 GOVT 169,577       TRANSFRM MED EDUC
(109) UNIVERSITY OF CALIFORNIA SAN FRANCISCO
1855 FOLSOM STREET 425
SAN FRANCISCO,CA94143 		94-6036493 GOVT 58,630       RESEARCH SUBAWARD
(110) UNIVERSITY OF CHICAGO
6054 S DREXEL AVENUE
CHICAGO,IL60637 		36-2177139 501(c)(3) 10,249       RESEARCH SUBAWARD
(111) UNIVERSITY OF CINCINNATI
51 GOODMAN DRIVE
CINCINNATI,OH45221 		31-6000989 GOVT 248,489       RESEARCH SUBAWARD
(112) UNIVERSITY OF COLORADO
1800 N GRANT ST SUITE 400
DENVER,CO80203 		84-6000555 GOVT 18,393       RESEARCH SUBAWARD
(113) UNIVERSITY OF CONNECTICUT HEALTH CENTER
263 FARMINGTON AVENUE
FARMINGTON,CT06030 		52-1725543 GOVT 6,405       RESEARCH SUBAWARD
(114) UNIVERSITY OF HOUSTON
4302 UNIV DRIVE ROOM 316
HOUSTON,TX77204 		74-6001399 GOVT 187,653       RESEARCH SUBAWARD
(115) UNIVERSITY OF ILLINOIS
506 SOUTH WRIGHT STREET
URBANA,IL61801 		37-6000511 GOVT 148,267       RESEARCH SUBAWARD
(116) UNIVERSITY OF IOWA
105 JESSUP HALL
IOWA CITY,IA52242 		42-6004813 GOVT 42,518       RESEARCH SUBAWARD
(117) UNIVERSITY OF MICHIGAN
1000 VICTORS WAY STE 1A
ANN ARBOR,MI48108 		38-6006309 GOVT 69,898       RESEARCH SUBAWARD
(118) UNIVERSITY OF MINNESOTA
200 OAK ST SE STE 450
MINNEAPOLIS,MN55455 		41-6007513 GOVT 62,561       RESEARCH SUBAWARD
(119) UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL
PO BOX 309
CHAPEL HILL,NC27514 		56-6001393 GOVT 330,607       RESEARCH SUBAWARD
(120) UNIVERSITY OF OKLAHOMA
PO BOX 26901
OKLAHOMA CITY,OK73126 		73-6017987 GOVT 29,578       RESEARCH SUBAWARD
(121) UNIVERSITY OF PENNSYLVANIA
3451 WALNUT ST
PHILADELPHIA,PA19104 		23-1352685 501(c)(3) 149,686       RESEARCH SUBAWARD
(122) UNIVERSITY OF PITTSBURGH
123 UNIVERSITY PLACE
PITTSBURGH,PA15235 		25-0965591 GOVT 90,365       RESEARCH SUBAWARD
(123) UNIVERSITY OF ROCHESTER
1325 MT HOPE AVENUE
ROCHESTER,NY14620 		16-0743209 501(c)(3) 54,959       RESEARCH SUBAWARD
(124) UNIVERSITY OF TEXAS AT AUSTIN
PO BOX 7159
AUSTIN,TX78713 		74-6000203 GOVT 128,240       TRANSFRM MED EDUC
(125) UNIV OF TEXAS HEALTH SCIENCE CENTER HOUSTON
7000 FANNIN UCT 1006
HOUSTON,TX77030 		74-1761309 GOVT 15,731       RESEARCH SUBAWARD
(126) UNIV OF TEXAS SOUTHWESTERN MEDICAL CENTER
5323 HARRY HINES BOULEVARD
DALLAS,TX75390 		75-6002868 GOVT 189,725       RESEARCH SUBAWARD
(127) UNIVERSITY OF UTAH
75 SOUTH 2000 EAST
SALT LAKE CITY,UT84112 		87-6000525 GOVT 59,548       RESEARCH SUBAWARD
(128) UNIVERSITY OF WASHINGTON
3903 BROOKLYN AVENUE
SEATTLE,WA98105 		91-6001537 GOVT 22,990       RESEARCH SUBAWARD
(129) UNIVERSITY OF WI HOSPITAL AND CLINICS AUTH
1675 HIGHWAY AVENUE
MADISON,WI53792 		39-1835630 GOVT 7,725       ADVANCE HEALTH WI
(130) UNIVERSITY OF WI HOSPITAL AND CLINICS AUTH
1675 HIGHWAY AVENUE
MADISON,WI53792 		39-1835630 GOVT 122,381       RESEARCH SUBAWARD
(131) UNIVERSITY OF WISCONSIN LA CROSSE
1725 STATE STREET
LA CROSSE,WI54601 		39-1805963 GOVT 225,130       ADVANCE HEALTH WI
(132) UNIVERSITY OF WISCONSIN MADISON
21 N PARK ST SUITE 6401
MADISON,WI53715 		39-6006492 GOVT 159,211       TRANSFRM MED EDUC
(133) UNIVERSITY OF WISCONSIN MADISON
21 N PARK ST SUITE 6401
MADISON,WI53715 		39-6006492 GOVT 2,485,592       RESEARCH SUBAWARD
(134) UNIVERSITY OF WISCONSIN MILWAUKEE
PO BOX 413
MILWAUKEE,WI53201 		39-1805963 GOVT 65,550       ADVANCE HEALTH WI
(135) UNIVERSITY OF WISCONSIN MILWAUKEE
PO BOX 413
MILWAUKEE,WI53201 		39-1805963 GOVT 397,138       RESEARCH SUBAWARD
(136) UNIVERSITY OF WISCONSIN MILWAUKEE
PO BOX 413
MILWAUKEE,WI53201 		39-1805963 GOVT 34,523       TRANSFRM MED EDUC
(137) VANDERBILT UNIVERSITY
2301 VANDERBILT PLACE
NASHVILLE,TN37240 		62-0476822 501(c)(3) 218,923       TRANSFRM MED EDUC
(138) VANDERBILT UNIVERSITY
2301 VANDERBILT PLACE
NASHVILLE,TN37240 		62-0476822 501(c)(3) 92,532       RESEARCH SUBAWARD
(139) VERSITI WISCONSIN INC
PO BOX 2178
MILWAUKEE,WI53201 		39-0807235 501(c)(3) 174,590       ADVANCE HEALTH WI
(140) VERSITI WISCONSIN INC
PO BOX 2178
MILWAUKEE,WI53201 		39-0807235 501(c)(3) 1,289,579       RESEARCH SUBAWARD
(141) VIRGINIA POLYTECHNIC INST& STATE UNIVERSITY
300 TURNER ST STE 4200
BLACKSBURG,VA24061 		54-6001805 GOVT 77,033       RESEARCH SUBAWARD
(142) WAKE FOREST UNIVERSITY HEALTH SCIENCES
MEDICAL CENTER BLVD
WINSTON SALEM,NC27157 		22-3849199 501(c)(3) 11,692       ADVANCE HEALTH WI
(143) WAKE FOREST UNIVERSITY HEALTH SCIENCES
MEDICAL CENTER BLVD
WINSTON SALEM,NC27157 		22-3849199 501(c)(3) 9,392       RESEARCH SUBAWARD
(144) WALNUT WAY CONSERVATION CORP
2247 NORTH 17TH STREET
MILWAUKEE,WI53205 		39-2007850 501(c)(3) 18,940       ADVANCE HEALTH WI
(145) WASHINGTON UNIVERSITY
700 ROSEDALE AVE BOX1034
ST LOUIS,MO63112 		43-0653611 501(c)(3) 150,203       RESEARCH SUBAWARD
(146) WAYNE STATE UNIVERSITY
5700 CASS AVENUE
DETROIT,MI48202 		38-6028429 GOVT 29,340       RESEARCH SUBAWARD
(147) WEILL CORNELL MEDICINE
575 LEXINGTON AVE
NEW YORK,NY10022 		13-1623978 501(c)(3) 10,843       RESEARCH SUBAWARD
(148) WESLEY COMMUNITY CENTER INC
1300 S 10TH ST
PHOENIX,AZ85034 		86-0133770 501(c)(3) 43,614       RESEARCH SUBAWARD
(149) WINNEBAGO COUNTY
112 OTTER AVE
OSHKOSH,WI54901 		39-6005760 GOVT 200,704       ADVANCE HEALTH WI
(150) WISCONSIN ASSN OF FREE & CHARITABLE CLINICS
4979 HICKORY COURT
ELKHORN,WI53121 		47-2298281 501(c)(3) 119,527       ADVANCE HEALTH WI
(151) WISCONSIN EARLY CHILDHOOD ASSN
2908 MARKETPLACE DRIVE
FITCHBURG,WI53719 		39-1345572 501(c)(3) 26,829       ADVANCE HEALTH WI
(152) WISCONSIN LITERACY INC
211 S PATERSON ST STE 260
MADISON,WI53703 		39-1628898 501(c)(3) 89,313       ADVANCE HEALTH WI
(153) WISCONSIN MEDICAL SOCIETY INC
330 EAST LAKESIDE STREET
MADISON,WI53701 		39-0634758 501(c)(3) 39,460       RESEARCH SUBAWARD
(154) WISCONSIN PHARMACY FOUNDATION INC
701 HEARTLAND TRAIL
MADISON,WI53717 		39-0714490 501(c)(3) 13,923       ADVANCE HEALTH WI
(155) WISCONSIN PUBLIC HEALTH ASSN
702 EISENHOWER DR STE A
KIMBERLY,WI54136 		39-6084243 501(c)(3) 15,192       ADVANCE HEALTH WI
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
138
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
4
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2019

Schedule I (Form 990) 2019
Page 2
Part III
Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on 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
noncash assistance		 (e) Method of valuation (book,
FMV, appraisal, other)		 (f) Description of noncash assistance
(1) STUDENT AWARDS 82 57,708      
(2) RESEARCH TRAINEE STIPENDS 408 821,441      
(3) MEDICAL STUDENT TRAVEL/HOUSING ALLOWANCES 24 34,967      
(4) MEDICAL STUDENT SCHOLARSHIPS - FUNDED EXTERNAL 252   2,168,531 BOOK SCHOLARSHIPS
(5) MEDICAL STUDENT SCHOLARSHIPS - FUNDED INTERNAL 103   1,905,242 BOOK SCHOLARSHIPS
(6) GRADUATE SCHOOL SCHOLARSHIPS 200   5,387,674 BOOK SCHOLARSHIPS
(7) PHARMACY SCHOOL SCHOLARSHIPS 51   134,000 BOOK SCHOLARSHIPS
(7)
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, GRADUATE AND PHARMACY 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 carry out part of the project based on the requirements of the prime award. MCW's community engagement mission is complemented by its Advancing a Healthier Wisconsin (AHW) endowment under which funds are awarded to qualified organizations to support initiatives dedicated to improving the health of the people of Wisconsin. AHW funds are awarded under the oversight of the MCW Consortium on Public and Community Health, Inc., a related organization. LASTLY, AS PART OF ITS EDUCATION MISSION, MCW'S KERN INSTITUTE FOR THE TRANSFORMATION OF MEDICAL EDUCATION AWARDS FUNDS TO A NATIONAL NETWORK OF MEDICAL SCHOOLS WHO ARE COLLABORATING WITH A SHARED VISION TO BUILD A NEW FOUNDATION OF MEDICAL EDUCATION BASED ON CHARACTER, COMPETENCE, AND CARING. To monitor the use of 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 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 being made toward the goals and objectives of the subaward. MCW obtains an annual Single Audit report, or a financial audit report or subrecipient questionnaire for organizations not subject to Single Audit requirements, 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 as appropriate.
Schedule I (Form 990) 2019



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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" on Form 990, Part IV, line 23.
SchJMediumBullet Attach to Form 990.
SchJMediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
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 on 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 on 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 on 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 on 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), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.
5
For persons listed on 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," on line 5a or 5b, describe in Part III.
6
For persons listed on 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," on line 6a or 6b, describe in Part III.
7
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
Yes
 
8
Were any amounts reported on 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" on 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) 2019

Schedule J (Form 990) 2019
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 on 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 in column (B) reported as deferred on prior Form 990
(i) Base
compensation 		(ii) Bonus & incentive
compensation 		(iii) Other reportable compensation
1JOHN R RAYMOND SR MD
TRUSTEE/PRESIDENT AND CEO 		(i)

(ii)		 942,727
-------------
0 		249,772
-------------
0 		68,138
-------------
0 		138,160
-------------
0 		27,111
-------------
0 		1,425,908
-------------
0 		0
-------------
0
2JOSEPH KERSCHNER MD
TRUSTEE/PROVOST& EXEC VP, DEAN 		(i)

(ii)		 785,570
-------------
0 		175,000
-------------
0 		84,403
-------------
0 		119,040
-------------
0 		27,938
-------------
0 		1,191,951
-------------
0 		0
-------------
0
3ROY L SILVERSTEIN MD
TRUSTEE 		(i)

(ii)		 571,863
-------------
0 		59,686
-------------
0 		1,578
-------------
0 		21,600
-------------
0 		20,738
-------------
0 		675,465
-------------
0 		0
-------------
0
4RAVINDRA P MISRA PHD
DEAN, GRADUATE SCHOOL 		(i)

(ii)		 179,432
-------------
0 		5,600
-------------
0 		1,249
-------------
0 		15,088
-------------
0 		11,592
-------------
0 		212,961
-------------
0 		0
-------------
0
5GEORGE MACKINNON III PHD
DEAN, PHARMACY SCHOOL 		(i)

(ii)		 302,790
-------------
0 		47,840
-------------
0 		738
-------------
0 		21,600
-------------
0 		28,234
-------------
0 		401,202
-------------
0 		0
-------------
0
6CHRISTOPHER P KOPS
EXEC VP-FINANCE & ADMIN, COO 		(i)

(ii)		 524,645
-------------
0 		92,956
-------------
0 		71,259
-------------
0 		87,046
-------------
0 		10,995
-------------
0 		786,901
-------------
0 		0
-------------
0
7KURT L JANAVITZ
SR VP-HEALTHCARE PARTNERSHIPS 		(i)

(ii)		 247,404
-------------
0 		39,375
-------------
0 		5,871
-------------
0 		55,600
-------------
0 		3,911
-------------
0 		352,161
-------------
0 		0
-------------
0
8CHERYL MAURANA PHD
SR VP-ACADEMIC PARTNERSHIPS 		(i)

(ii)		 423,483
-------------
0 		48,157
-------------
0 		5,245
-------------
0 		21,600
-------------
0 		23,717
-------------
0 		522,202
-------------
0 		0
-------------
0
9GREGORY M WESLEY
SR VP-STRATEGIC ALLIANCES 		(i)

(ii)		 403,333
-------------
0 		70,545
-------------
0 		9,597
-------------
0 		54,004
-------------
0 		2,417
-------------
0 		539,896
-------------
0 		0
-------------
0
10JOHN T NEWSOME ESQ
SR VP-GENERAL COUNSEL/ASST SEC 		(i)

(ii)		 427,937
-------------
0 		181,479
-------------
0 		15,365
-------------
0 		21,600
-------------
0 		28,758
-------------
0 		675,139
-------------
0 		0
-------------
0
11MARA LORD
VP-COMMUNICATIONS 		(i)

(ii)		 189,899
-------------
0 		28,119
-------------
0 		15,354
-------------
0 		18,519
-------------
0 		29,621
-------------
0 		281,512
-------------
0 		0
-------------
0
12DANIEL WICKEHAM
VP-CORP COMPLIANCE & RISK MGT 		(i)

(ii)		 231,629
-------------
0 		31,129
-------------
0 		19,532
-------------
0 		21,520
-------------
0 		27,911
-------------
0 		331,721
-------------
0 		0
-------------
0
13ALICE ARCHABAL
VP-DEVELOPMENT 		(i)

(ii)		 308,860
-------------
0 		71,007
-------------
0 		16,451
-------------
0 		59,616
-------------
0 		28,696
-------------
0 		484,630
-------------
0 		0
-------------
0
14JEFFREY BORNEMANN
VP-FACILITIES & OPERATIONS 		(i)

(ii)		 199,526
-------------
0 		27,694
-------------
0 		10,798
-------------
0 		19,369
-------------
0 		24,247
-------------
0 		281,634
-------------
0 		0
-------------
0
15KATHRYN A KUHN
VP-GOVT & COMMUNITY RELATIONS 		(i)

(ii)		 221,046
-------------
0 		28,058
-------------
0 		13,023
-------------
0 		20,501
-------------
0 		27,956
-------------
0 		310,584
-------------
0 		0
-------------
0
16SHERRI DUCHARME-WHITE
VP-HR & FACULTY AFFAIRS 		(i)

(ii)		 324,916
-------------
0 		44,198
-------------
0 		2,122
-------------
0 		21,600
-------------
0 		31,182
-------------
0 		424,018
-------------
0 		0
-------------
0
17DAVID HOTCHKISS
VP-INFORMATION SERVICES, CIO 		(i)

(ii)		 297,474
-------------
0 		39,873
-------------
0 		717
-------------
0 		21,600
-------------
0 		30,312
-------------
0 		389,976
-------------
0 		0
-------------
0
18C GREER JORDAN PHD
CHIEF DIVERSITY OFFICER 		(i)

(ii)		 195,943
-------------
0 		64,437
-------------
0 		10,594
-------------
0 		21,447
-------------
0 		27,460
-------------
0 		319,881
-------------
0 		0
-------------
0
19BARCLAY FERGUSON
CHIEF FINANCIAL OFFICER 		(i)

(ii)		 336,092
-------------
0 		21,197
-------------
0 		787
-------------
0 		21,600
-------------
0 		11,874
-------------
0 		391,550
-------------
0 		0
-------------
0
20ROBERT LANE MD
CHAIR, PROF DEPT OF PEDIATRICS 		(i)

(ii)		 496,068
-------------
0 		69,497
-------------
0 		219
-------------
0 		21,600
-------------
0 		29,856
-------------
0 		617,240
-------------
0 		0
-------------
0
21DOUGLAS B EVANS MD
CHAIR, PROF DEPT OF SURGERY 		(i)

(ii)		 1,103,928
-------------
0 		489,673
-------------
0 		16,710
-------------
0 		21,600
-------------
0 		19,494
-------------
0 		1,651,405
-------------
0 		0
-------------
0
22VIKTOR HRASKA MD
CHIEF, PROF PED CARDIAC SURG 		(i)

(ii)		 1,812,981
-------------
0 		0
-------------
0 		20,218
-------------
0 		0
-------------
0 		19,494
-------------
0 		1,852,693
-------------
0 		0
-------------
0
23SHEKAR N KURPAD MD
CHAIR, PROF OF NEUROSURGERY 		(i)

(ii)		 1,258,980
-------------
0 		195,757
-------------
0 		1,340
-------------
0 		21,600
-------------
0 		9,159
-------------
0 		1,486,836
-------------
0 		0
-------------
0
24J CHANNING TASSONE MD
PROF OF ORTHOPAEDIC SURGERY 		(i)

(ii)		 793,722
-------------
0 		511,000
-------------
0 		450
-------------
0 		21,600
-------------
0 		19,525
-------------
0 		1,346,297
-------------
0 		0
-------------
0
25RONALD K WOODS MD
PROF OF PED CARDIAC SURGERY 		(i)

(ii)		 1,082,687
-------------
0 		400,000
-------------
0 		8,794
-------------
0 		21,600
-------------
0 		30,080
-------------
0 		1,543,161
-------------
0 		0
-------------
0
Schedule J (Form 990) 2019

Schedule J (Form 990) 2019
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 THREE OFFICERS AND ONE OF ITS HIGHEST COMPENSATED EMPLOYEES DURING CALENDAR YEAR 2017. 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 PROVIDED DISCRETIONARY SPENDING ACCOUNTS TO SIX OFFICERS AND ONE 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 maintains a section 457(f) supplemental nonqualified retirement plan for certain eligible employees. Six individuals listed on Form 990, Part VII currently participate in the plan. Under the plan, MCW contributes a defined amount for each participant based on a percentage of each participant's base salary. Participants vest in their contributions for a plan year on the last day of the third plan year for each plan year they are a participant. Distributions are made to the eligible participants in a single, lump sum payment when contributions become vested.
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 NOMINATING AND GOVERNANCE COMMITTEE OF THE BOARD OF TRUSTEES, OR DELEGATED BY THE NOMINATING AND GOVERNANCE COMMITTEE TO THE PRESIDENT, PROVOST & EXECUTIVE VP, OR EXECUTIVE VP-FINANCE & ADMINISTRATION.
SCHEDULE J, PART II Roy L. Silverstein, MD, IS COMPENSATED AS CHAIR AND PROFESSOR OF Medicine, not for his role as trustee.
Schedule J (Form 990) 2019

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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 Ⅵ, line 24a. Provide descriptions,
explanations, and any additional information in Part Ⅵ.
SchKMediumBullet Attach to Form 990.
SchKMediumBulletGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
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 2008A
  		39-1337855 97710BDG4 07-30-2008 80,302,421 CAPITAL PROJ/REF 2004B1 SERIES X     X   X
B WHEFA SERIES 2008B
  		39-1337855 97710BDK5 09-04-2008 67,500,000 REFUND WHEFA 2004B2 SERIES   X   X   X
C WHEFA SERIES 2010
  		39-1337855 97710BZK1 11-24-2010 29,248,225 REFUND WHEFA 1996 AND 1997 SERIES   X   X   X
D WHEFA SERIES 2014A
  		39-1337855 000000000 12-16-2014 18,450,000 REFUND 2004A SERIES/CAP PROJ   X   X   X
WHEFA SERIES 2014B
  		39-1337855 000000000 12-16-2014 13,930,000 REFUND WHEFA 2010 SERIES   X   X   X
WHEFA SERIES 2016
  		39-1337855 97712DPV2 05-11-2016 177,101,039 CONSTR FAC/CAP PROJ/REF 2008A SER   X   X   X
Part Ⅱ
Proceeds
A B C D
1 Amount of bonds retired .................. 13,105,000 0 22,600,000 5,075,000
2 Amount of bonds legally defeased .............. 63,620,000 0 0 0
3 Total proceeds of issue .................. 80,907,664 67,501,101 29,248,225 18,452,915
4 Gross proceeds in reserve funds ............. 775,306 0 60 0
5 Capitalized interest from proceeds ............. 6,709,813 0 0 0
6 Proceeds in refunding escrows ............... 0 0 0 0
7 Issuance costs from proceeds ............... 874,539 474,412 470,900 234,172
8 Credit enhancement from proceeds ............. 0 676,689 0 0
9 Working capital expenditures from proceeds ............. 0 0 0 0
10 Capital expenditures from proceeds ............. 44,078,900 0 0 752,153
11 Other spent proceeds ............. 29,057,171 66,350,000 28,777,325 17,466,590
12 Other unspent proceeds ............. 0 0 0 0
13 Year of substantial completion ............. 2013 2017 2015
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue of tax-exempt
bonds (or, if issued prior to 2018, a current refunding issue)? ........ 		               
15 Were the bonds issued as part of an advance refunding issue of taxable
bonds (or, if issued prior to 2018, an advance refunding issue)? ........ 		               
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
2 Are there any lease arrangements that may result in private business use of bond-financed property? ............... X   X       X  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 2019

Schedule K (Form 990) 2019
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
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  
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
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 1.185 % 1.172 % 0 % 1.080 %
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 %   0 %
6 Total of lines 4 and 5 ............. 1.185 % 1.172 %   1.080 %
7 Does the bond issue meet the private security or payment test? ...   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
b If "Yes" to line 8a, enter the percentage of bond-financed property sold or disposed of. .. 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
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  
Part Ⅳ
Arbitrage
A B C D
Yes No Yes No Yes No Yes No
1 Has the issuer filed Form 8038-T, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate? ...   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 "Yes" to 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
  		GOLDMAN SACHS
  		0
  		0
 
c Term of hedge .........   2520 %    
d Was the hedge superintegrated? ......       X        
e Was the hedge terminated? ........       X        
Schedule K (Form 990) 2019

Schedule K (Form 990) 2019
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, PART I THE SERIES 2016 BONDS WERE ISSUED TO FUND THE CONSTRUCTION OF A PROFESSIONAL OFFICE BUILDING, TO FUND RENOVATION PROJECTS AND TO ADVANCE-REFUND A PORTION OF THE SERIES 2008A BONDS. THE SERIES 2016 BONDS WERE INCLUDED ON TWO FORM 8038'S UPON ISSUANCE. ONE FORM 8038 REPORTED THE NEW AMOUNTS BORROWED AND THE OTHER REPORTED THE REFUNDING OF THE SERIES 2008A BONDS. THE ISSUE PRICE LISTED ON SCHEDULE K, PART 1, FOR SERIES 2016 REPRESENTS THE TOTAL ISSUE PRICE REPORTED ON THE TWO FORM 8038'S. IN ADDITION, THE FINAL CUSIP NUMBER LISTED ON SCHEDULE K, PART 1, FOR SERIES 2016 REPRESENTS THE LATEST OF THE CUSIP NUMBERS REPORTED ON THE TWO FORM 8038'S. THE CUSIP NUMBER REPORTED ON THE OTHER FORM 8038 IS 97712DPS9. SCHEDULE K, PART II, LINE 3 Differences between the issue price and the proceeds of the bond issue for Series 2008A, Series 2008B, Series 2014A and Series 2016 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 - A REBATE COMPUTATION WAS PERFORMED ON 10/01/2013. COLUMN B - A REBATE COMPUTATION WAS PERFORMED ON 10/04/2013. COLUMN C - A REBATE COMPUTATION WAS PERFORMED ON 12/02/2015.
Schedule K (Form 990) 2019

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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 Ⅵ, line 24a. Provide descriptions,
explanations, and any additional information in Part Ⅵ.
SchKMediumBullet Attach to Form 990.
SchKMediumBulletGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
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 2008A
  		39-1337855 97710BDG4 07-30-2008 80,302,421 CAPITAL PROJ/REF 2004B1 SERIES X     X   X
B WHEFA SERIES 2008B
  		39-1337855 97710BDK5 09-04-2008 67,500,000 REFUND WHEFA 2004B2 SERIES   X   X   X
C WHEFA SERIES 2010
  		39-1337855 97710BZK1 11-24-2010 29,248,225 REFUND WHEFA 1996 AND 1997 SERIES   X   X   X
D WHEFA SERIES 2014A
  		39-1337855 000000000 12-16-2014 18,450,000 REFUND 2004A SERIES/CAP PROJ   X   X   X
WHEFA SERIES 2014B
  		39-1337855 000000000 12-16-2014 13,930,000 REFUND WHEFA 2010 SERIES   X   X   X
WHEFA SERIES 2016
  		39-1337855 97712DPV2 05-11-2016 177,101,039 CONSTR FAC/CAP PROJ/REF 2008A SER   X   X   X
Part Ⅱ
Proceeds
A B C D
1 Amount of bonds retired .................. 13,105,000 0 22,600,000 5,075,000
2 Amount of bonds legally defeased .............. 63,620,000 0 0 0
3 Total proceeds of issue .................. 80,907,664 67,501,101 29,248,225 18,452,915
4 Gross proceeds in reserve funds ............. 775,306 0 60 0
5 Capitalized interest from proceeds ............. 6,709,813 0 0 0
6 Proceeds in refunding escrows ............... 0 0 0 0
7 Issuance costs from proceeds ............... 874,539 474,412 470,900 234,172
8 Credit enhancement from proceeds ............. 0 676,689 0 0
9 Working capital expenditures from proceeds ............. 0 0 0 0
10 Capital expenditures from proceeds ............. 44,078,900 0 0 752,153
11 Other spent proceeds ............. 29,057,171 66,350,000 28,777,325 17,466,590
12 Other unspent proceeds ............. 0 0 0 0
13 Year of substantial completion ............. 2013 2017 2015
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue of tax-exempt
bonds (or, if issued prior to 2018, a current refunding issue)? ........ 		               
15 Were the bonds issued as part of an advance refunding issue of taxable
bonds (or, if issued prior to 2018, an advance refunding issue)? ........ 		               
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
2 Are there any lease arrangements that may result in private business use of bond-financed property? ............... X   X       X  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 2019

Schedule K (Form 990) 2019
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
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  
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
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 1.185 % 1.172 % 0 % 1.080 %
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 %   0 %
6 Total of lines 4 and 5 ............. 1.185 % 1.172 %   1.080 %
7 Does the bond issue meet the private security or payment test? ...   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
b If "Yes" to line 8a, enter the percentage of bond-financed property sold or disposed of. .. 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
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  
Part Ⅳ
Arbitrage
A B C D
Yes No Yes No Yes No Yes No
1 Has the issuer filed Form 8038-T, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate? ...   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 "Yes" to 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
  		GOLDMAN SACHS
  		0
  		0
 
c Term of hedge .........   2520 %    
d Was the hedge superintegrated? ......       X        
e Was the hedge terminated? ........       X        
Schedule K (Form 990) 2019

Schedule K (Form 990) 2019
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, PART I THE SERIES 2016 BONDS WERE ISSUED TO FUND THE CONSTRUCTION OF A PROFESSIONAL OFFICE BUILDING, TO FUND RENOVATION PROJECTS AND TO ADVANCE-REFUND A PORTION OF THE SERIES 2008A BONDS. THE SERIES 2016 BONDS WERE INCLUDED ON TWO FORM 8038'S UPON ISSUANCE. ONE FORM 8038 REPORTED THE NEW AMOUNTS BORROWED AND THE OTHER REPORTED THE REFUNDING OF THE SERIES 2008A BONDS. THE ISSUE PRICE LISTED ON SCHEDULE K, PART 1, FOR SERIES 2016 REPRESENTS THE TOTAL ISSUE PRICE REPORTED ON THE TWO FORM 8038'S. IN ADDITION, THE FINAL CUSIP NUMBER LISTED ON SCHEDULE K, PART 1, FOR SERIES 2016 REPRESENTS THE LATEST OF THE CUSIP NUMBERS REPORTED ON THE TWO FORM 8038'S. THE CUSIP NUMBER REPORTED ON THE OTHER FORM 8038 IS 97712DPS9. SCHEDULE K, PART II, LINE 3 Differences between the issue price and the proceeds of the bond issue for Series 2008A, Series 2008B, Series 2014A and Series 2016 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 - A REBATE COMPUTATION WAS PERFORMED ON 10/01/2013. COLUMN B - A REBATE COMPUTATION WAS PERFORMED ON 10/04/2013. COLUMN C - A REBATE COMPUTATION WAS PERFORMED ON 12/02/2015.
Schedule K (Form 990) 2019

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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.
MediumBulletGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
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), section 501(c)(4), and section 501(c)(29) 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 the 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 Benefiting 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) 2019
Schedule L (Form 990 or 990-EZ) 2019
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) MARCELLE NEUBURG MD WIFE OF TRUSTEE 24,406 PROFESSOR, DERMATOLOGY   No
Part V
Supplemental Information
Provide additional information for responses to questions on Schedule L (see instructions).
Return Reference Explanation
Schedule L (Form 990 or 990-EZ) 2019


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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 imageGo to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2019
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 199 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 43 1,638,435 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 ( Skills simulation trainer ) X 1 595 Cost/ Selling price
26 Other Right pointing arrow large image ( Sports Tickets ) X 6 2,866 Cost/ Selling price
27 Other Right pointing arrow large image ( Patient Gifts ) X 1 630 Cost/ Selling price
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
0
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 isn't 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 nonstandard 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 didn't 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) (2019)
Schedule M (Form 990) (2019)
Page 2
Part IISupplemental 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) for all property types represent total number of contributions received, not individual items.
Schedule M (Form 990) (2019)

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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 990-EZ or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
MediumBullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2019
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 SCIENTISTS, PHARMACISTS, AND HEALTH PROFESSIONALS; MCW DISCOVERS AND TRANSLATES NEW KNOWLEDGE IN THE BIOMEDICAL AND HEALTH SCIENCES; MCW PROVIDES CUTTING-EDGE, COLLABORATIVE PATIENT CARE OF THE HIGHEST QUALITY; AND MCW IMPROVES THE HEALTH OF THE COMMUNITIES IT SERVES.
FORM 990, PART III, LINE 4A - CONTINUED Approximately 130 scientists are engaged in postdoctoral research fellowship training through the Graduate School of Biomedical Sciences. More than 28,200 physicians and 15,500 other health professionals participate in Continuing Medical Education-accredited activities offered annually. The MCW School of Medicine, with campuses in Milwaukee, Green Bay and Central Wisconsin, provides an innovative, rigorous and immersive curriculum that provides MCW's graduates with a deep understanding of the healthcare needs in these communities. MCW is working to ensure that a greater percentage of graduates remain in Wisconsin to practice after graduation. The MCW School of medicine campuses will help provide future physicians in communities across the state, particularly in areas where doctors are needed the most. The MCW School of Pharmacy is preparing the next generation of pharmacists to engage in team-based, patient-centered care in a multitude of practice settings, including primary care. Training in advanced practice skills and extensive exposure to a variety of clinical settings and research activities prepares MCW's pharmacy graduates for the new demands of a rapidly evolving profession to ensure high-quality healthcare continues for future generations in both urban and rural communities.
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. MCW scientists lead biomedical and population health advancements through laboratory research, clinical trials and community-engaged research. In fiscal year 2018, MCW faculty conducted more than 2,600 research studies, including clinical trials, and reported 42 new discoveries and inventions to MCW's Office of Technology Development. The portfolio includes 258 technologies covered by more than 400 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 approximately 560,000 patients, representing approximately 2.8 million patient visits annually. 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 2018, the estimated direct and indirect costs incurred by MCW to provide services under MCW's community care policy were $4.1 million. MCW physicians and practitioners see patients at three major affiliates - Froedtert Hospital, Children's Hospital of Wisconsin, and the Clement J. Zablocki VA Medical Center - and many other hospitals and clinics in eastern and central Wisconsin.
FORM 990, PART III, LINE 4D Community Engagement - MCW's Community Engagement mission focuses on building productive partnerships between MCW and communities in Wisconsin and beyond. Through these partnerships and the relationships that sustain them, MCW and its community collaborators work together to have a greater impact on addressing Wisconsin's critical health needs. MCW faculty are engaged in more than 2,100 community outreach activities, involving more than 600 community partner organizations, to advance the health of people and communities 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 THE CHAIR, PRESIDENT, SECRETARY, TREASURER, THE CHAIRS OF THE OTHER BOARD COMMITTEES, THE IMMEDIATE PAST CHAIR, THE VICE CHAIR AND AT-LARGE MEMBERS OF THE BOARD SO ELECTED. 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 PHILIP B. FLYNN, CORY L. NETTLES, AND JAY B. WILLIAMS, TRUSTEES - BUSINESS RELATIONSHIP CORY L. NETTLES AND MARY ELLEN STANEK, TRUSTEES - BUSINESS RELATIONSHIP CORY L. NETTLES, TRUSTEE AND GREGORY M. WESLEY, OFFICER - BUSINESS RELATIONSHIP TED D. KELLNER, TRUSTEE AND GREGORY M. WESLEY, OFFICER - BUSINESS RELATIONSHIP THOMAS L. SPERO AND OWEN J. SULLIVAN, TRUSTEES - BUSINESS RELATIONSHIP THOMAS L. SPERO AND JAY B. WILLIAMS, TRUSTEES - BUSINESS RELATIONSHIP
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 THE TRUSTEES THEN IN OFFICE.
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 ASSOCIATE VP OF FINANCE & TREASURY 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. IN ADDITION, IF THERE IS A POTENTIAL CONFLICT DURING THE YEAR, THE EMPLOYEE MUST SUBMIT A WRITTEN REQUEST FOR APPROVAL TO THE CORPORATE COMPLIANCE OFFICE PRIOR TO 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 NOMINATING AND GOVERNANCE COMMITTEE OF THE BOARD OF TRUSTEES MAY REVIEW THE DISCLOSURE FORMS IF THEY RELATE TO A BOARD MEMBER. DISCLOSED CONFLICTS BECOME A MATTER OF BOARD RECORD THROUGH THE ANNUAL DISCLOSURE FORM. ANY CONFLICTS ALSO MUST 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 AND THE DETERMINATION THAT THE PROPOSED CONTRACT OR TRANSACTION IS FAIR AND REASONABLE TO MCW.
FORM 990, PART VI, LINES 15A & 15B As delegated by the Board of Trustees, the Nominating and Governance Committee of the Board of Trustees annually reviews and approves the compensation for, and transactions with, the President and CEO and certain officers. The Nominating and Governance 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, receiving reports from outside advisors to provide objective and impartial compensation data and to express an opinion on total compensation reasonableness, and approving the charters of MCW's committees charged with reviewing compensation. Approval of compensation decisions for the President and certain officers is documented in the minutes of the Nominating and Governance Committee and reported to the Board of Trustees. Compensation decisions for all other officers and key employees are delegated to and reviewed and approved annually by the MCW Institutional Compensation Committee or its Executive Committee based on performance assessment and budgetary guidelines, utilizing external compensation data from various sources to evaluate comparability to market compensation trends. In the event of any conflict of interest, the review is referred to the Nominating and Governance Committee for consideration. Approval of compensation decisions and recommendations is documented in the minutes of the respective committees.
FORM 990, PART VI, LINE 19 MCW DOES NOT MAKE ITS GOVERNING DOCUMENTS OR CONFLICT OF INTEREST POLICY AVAILABLE TO THE GENERAL PUBLIC. FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC THROUGH POSTING ON MCW'S WEBSITE.
FORM 990, PART VII, SECTION A Roy L. Silverstein, MD, is compensated as Chair and Professor of Medicine, not for his role as trustee. Robert Lane, MD, Viktor Hraska, MD, J. Channing Tassone, MD, and Ronald Woods, 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. MCW uses a standard 40 hour work week as a representation of a full-time employee.
FORM 990, PART XI, LINE 9 UNREALIZED GAIN ON INTEREST RATE SWAP: $3,832,828 CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS: $272,755 INTERCOMPANY TRANSFER: ($1,250,019) TOTAL: $2,855,564
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2019


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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 Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047
2019
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
(1) MCW SPECIALISTS LLC
8701 WATERTOWN PLANK RD
MILWAUKEE,WI53226
81-5310239 		SUPPORT SERV WI 0 0 MCW
 










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) 12a-I NA
 
 
No
(2)MCW Affiliated Hospitals Inc
8701 Watertown Plank Rd

Milwaukee,WI53226
39-1341366 		GRAD MED EDUC WI 501(C)(3) 12a-I NA
 
 
No










For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2019
Schedule R (Form 990) 2019
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 2,599,252 20,205,986 100.000 % Yes  
(3) MCW CONSORTIUM ON PUBLIC & COMM HLTH INC

8701 WATERTOWN PLANK RD
MILWAUKEE,WI53226
 AHW OVERSIGHT WI MCW
  		C CORP 0 0 89.000 % Yes  
(4) CHARITABLE REMAINDER TRUST (1)

 
 
SUPPORT WI MCW
  		TRUST       Yes  






Schedule R (Form 990) 2019
Schedule R (Form 990) 2019
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
Yes
 
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 1,261,685 CASH BASIS
(2) MCW Prof Liability Insurance Program

 R 1,250,019 CASH BASIS




Schedule R (Form 990) 2019
Schedule R (Form 990) 2019
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) 2019
Schedule R (Form 990) 2019
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) 2019

Additional Data


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