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EMORY UNIVERSITY: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
EMORY UNIVERSITY (EIN 58-0566256)
Tax period
2024-09-01 to 2025-08-31
Filed
2026-07-14
IRS object ID
202611959349300411
Schema version
2024v5.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2026-07-14T07:31:22+00:00ReturnTs
Tax Period End2025-08-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN920460586PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PwC US Tax LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1655 New York Avenue Suite 1100AddressLine1Txt
CityWashingtonCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20001ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-09-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN580566256EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Emory UniversityBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlEMORBusinessNameControlTxt
Phone4047271408PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11599 Clifton Road Third Floor 3101AddressLine1Txt
CityAtlantaCityNm
State AbbreviationGAStateAbbreviationCd
ZIP30322ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPimolrat ThukralPersonNm
Person TitleSVP Finance and Treasury and CFOPersonTitleTxt
Phone4047271408PhoneNum
Signature2026-07-14SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTravis L PattonPreparerPersonNm
PTINP00369623PTIN
Phone2024141000PhoneNum
Preparation2026-07-14PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

Principal Ofcr Business Name PrincipalOfcrBusinessName

FieldValueIRS element (for citing)
Business Name Line1Leah Ward Sears Interim PresidentBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11599 Clifton Road Third Floor 3101AddressLine1Txt
CityAtlantaCityNm
State AbbreviationGAStateAbbreviationCd
ZIP30322ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$7,880,176,517GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.EMORY.EDUWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1915FormationYr
Legal Domicile StateGALegalDomicileStateCd
Activity Or MissionEMORY UNIVERSITY'S MISSION IS TO CREATE, PRESERVE, TEACH, AND APPLY KNOWLEDGE IN THE SERVICE OF HUMANITY AND TO PROVIDE EXCELLENCE IN PATIENT CARE.ActivityOrMissionDesc
Voting Members Governing Body37VotingMembersGoverningBodyCnt
Voting Members Independent34VotingMembersIndependentCnt
Total Employee27470TotalEmployeeCnt
Total Volunteers11148TotalVolunteersCnt
Total Gross UBI$31,754,207TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$1,199,613,458PYContributionsGrantsAmt
CY Contributions Grants$1,225,816,919CYContributionsGrantsAmt
PY Program Service Revenue$5,305,481,342PYProgramServiceRevenueAmt
CY Program Service Revenue$6,059,293,564CYProgramServiceRevenueAmt
PY Investment Income$763,936,395PYInvestmentIncomeAmt
CY Investment Income$512,855,353CYInvestmentIncomeAmt
PY Other Revenue$41,937,420PYOtherRevenueAmt
CY Other Revenue$64,003,691CYOtherRevenueAmt
PY Total Revenue$7,310,968,615PYTotalRevenueAmt
CY Total Revenue$7,861,969,527CYTotalRevenueAmt
PY Grants And Similar Paid$636,544,761PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$586,214,166CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$3,141,116,405PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$3,449,244,513CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$1,271,799PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$38,358,363CYTotalFundraisingExpenseAmt
PY Other Expenses$2,862,755,189PYOtherExpensesAmt
CY Other Expenses$3,168,563,402CYOtherExpensesAmt
PY Total Expenses$6,641,688,154PYTotalExpensesAmt
CY Total Expenses$7,204,022,081CYTotalExpensesAmt
PY Revenues Less Expenses$669,280,461PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$657,947,446CYRevenuesLessExpensesAmt
Total Assets BOY$22,212,258,173TotalAssetsBOYAmt
Total Assets EOY$24,888,450,281TotalAssetsEOYAmt
Total Liabilities BOY$6,198,488,478TotalLiabilitiesBOYAmt
Total Liabilities EOY$7,201,849,162TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$16,013,769,695NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$17,686,601,119NetAssetsOrFundBalancesEOYAmt
MissionEmory University's mission is to create, preserve, teach, and apply knowledge in the service of humanity. (See Schedule O for continuation)MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$3,002,518,945ExpenseAmt
Grant$586,214,166GrantAmt
Revenue$1,398,318,799RevenueAmt
DescEMORY UNIVERSITY ("Emory "University") Emory University is a major research university that is privately endowed, coeducational and not-for-profit. With its nine colleges and schools, the University attracts top quality students from across the nation and abroad and has a current total enrollment of approximately 15,000 students. The University is a member of the Association of American Universities. In U.S. News and World Report's annual ranking of "America's Best Colleges" Emory ranked 24th in 2025 among national universities and has consistently been included in its top 25 list since 1992. Emory also ranks in the top 25 schools for U.S. News and World Report's "best value schools." In addition Emory was named a "best value college" by the Princeton Review. The University includes one of the nation's leading research and patient-care medical complexes, the Robert W. Woodruff Health Sciences Center. The Center includes the Emory University School of Medicine, Nell Hodgson Woodruff School of Nursing, Rollins School of Public Health, and Emory National Primate Research Center. Among the many other centers for specialized research and study at Emory are the Winship Cancer Institute; The Global Health Institute; The Center for Health Discovery and Well Being; The Center for Faculty Development and Excellence; The Center for Aids Research; The Michael C. Carlos Museum; The Cherry L. Emerson Center for Scientific Computation; and The Claus M. Halle Institute for Global Learning.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$2,036,064,428ExpenseAmt
Grant$0GrantAmt
Revenue$2,600,808,666RevenueAmt
DescEMORY UNIVERSITY HOSPITAL MIDTOWN Since 1908, Emory University Hospital Midtown has been an Atlanta teaching hospital offering a myriad of patient care, education and research initiatives. In 2025, Emory University Hospital Midtown was ranked nationally by U.S. News & World Report in Gastroenterology & GI Surgery, Geriatirics and Pulmonolgy & Lung Surgery. It was ranked fifth in Georgia and fourth in metro Atlanta rankings. The Hospital provides advanced services such as cardiology, oncology, and radiology as well as more traditional services such as obstetrics, with both routine and intensive care nurseries, as well as provides charity care in the form of indigent care to patients with no health insurance and catastrophic care to patients whose medical bills are so large that paying them would be permanently life-shattering. Emory University Hospital Midtown has 529 licensed beds and more than 1,200 licensed physicians on staff. The current community benefits report is published at https://www.emoryhealthcare.org/community.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$1,699,367,225ExpenseAmt
Grant$0GrantAmt
Revenue$2,060,166,099RevenueAmt
DescEMORY UNIVERSITY HOSPITAL Emory University Hospital is a teaching and research facility providing tertiary and quaternary care services, particularly cardiology, cardiac surgery, oncology, neurosciences, multiple organ and tissue transplantation, orthopaedics, geriatrics and endocrinology. In 2025, Emory University Hospital was ranked as the number one hospital in metro Atlanta and in the state of Georgia by U.S. News and World Report for the twelfth year in a row. Emory University Hospital was also recognized in 2025 as one of the nation's top hospitals by the National Research Corporation's Consumer Loyalty awards for 24 of the past 25 years. Emory University Hospital provides integrated patient care with teaching and clinical research by physicians who are university faculty as well as provides charity care in the form of indigent care to patients with no health insurance and catastrophic care to patients whose medical bills are so large that paying them would be permanently life-shattering. The Hospital has 871 licensed beds, of which 120 are located at Emory University Orthopaedics and Spine Hospital and 82 are located at Wesley Woods, and more than 1,300 licensed physicians on staff. The Emory University Orthopaedics and Spine Hospital has earned the highest patient satisfaction rankings in the country based on returned surveys from patients that have been nationally benchmarked by Press Ganey. The current community benefits report is published at https://www.emoryhealthcare.org/communityDesc
FieldValueIRS element (for citing)
Total Program Service Expenses$6,737,950,598TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesYes (true)LobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtYes (true)CollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (true)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (true)ReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingYes (true)SchoolOperatingInd
Foreign OfficeYes (true)ForeignOfficeInd
Foreign ActivitiesYes (true)ForeignActivitiesInd
More Than5000 K To OrgYes (true)MoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesYes (true)FundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalYes (true)OperateHospitalInd
Audited Financial Stmt AttYes (true)AuditedFinancialStmtAttInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsYes (true)TaxExemptBondsInd
Invest Tax Exempt BondsYes (true)InvestTaxExemptBondsInd
Escrow AccountfalseEscrowAccountInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemYes (true)BusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntYes (true)BusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (true)DeductibleNonCashContriInd
Deductible Art ContributionYes (true)DeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityYes (true)DisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntYes (true)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (true)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
IRP Document28823IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee27470EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountYes (true)ForeignFinancialAccountInd
Foreign CountryHUForeignCountryCd
Foreign CountryINForeignCountryCd
Foreign CountryEIForeignCountryCd
Foreign CountryISForeignCountryCd
Foreign CountryJAForeignCountryCd
Foreign CountryKSForeignCountryCd
Foreign CountryMXForeignCountryCd
Foreign CountryPMForeignCountryCd
Foreign CountryPEForeignCountryCd
Foreign CountryPLForeignCountryCd
Foreign CountryPOForeignCountryCd
Foreign CountrySPForeignCountryCd
Foreign CountrySWForeignCountryCd
Foreign CountryTUForeignCountryCd
Foreign CountryUKForeignCountryCd
Foreign CountryBCForeignCountryCd
Foreign CountryBRForeignCountryCd
Foreign CountryCAForeignCountryCd
Foreign CountryCJForeignCountryCd
Foreign CountryCIForeignCountryCd
Foreign CountryCHForeignCountryCd
Foreign CountryCOForeignCountryCd
Foreign CountryEZForeignCountryCd
Foreign CountryDAForeignCountryCd
Foreign CountryETForeignCountryCd
Foreign CountryGHForeignCountryCd
Foreign CountryGRForeignCountryCd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsYes (true)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (true)QuidProQuoContriDisclInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Form1098 C FiledfalseForm1098CFiledInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtYes (true)SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncYes (true)SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members37GoverningBodyVotingMembersCnt
Independent Voting Member34IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Policies Reference ChaptersfalsePoliciesReferenceChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VentureYes (true)InvestmentInJointVentureInd
Written Policy Or ProcedureYes (true)WrittenPolicyOrProcedureInd
States Where Copy Of Return Is FldGAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMNStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNJStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldORStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldPAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldSCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldVAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Pimolrat ThukralBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4047271408PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11599 CLIFTON RD THIRD FLOORAddressLine1Txt
CityATLANTACityNm
State AbbreviationGAStateAbbreviationCd
ZIP30322ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (93 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
GREGORY FENVES
President80.00.0Yes (X)Yes (X)$2,344,632$0$680,199
ADAM H ROGERS
Trustee4.00.0Yes (X)$0$0$0
ALLEGRA LAWRENCE-HARDY
Trustee1.00.0Yes (X)$0$0$0
ALLISON DUKES
Trustee1.00.0Yes (X)$0$0$0
Andrew W EVANS
Trustee2.00.0Yes (X)$0$0$0
Billy Harbert
Trustee1.00.0Yes (X)$0$0$0
CRYSTAL EDMONSON
Trustee3.00.0Yes (X)$0$0$0
CYNTHIA M SANBORN
Trustee3.01.0Yes (X)$0$0$0
Darren W Cohen
Trustee1.00.0Yes (X)$0$0$0
DAVID GRAVES
Trustee1.00.0Yes (X)$13,333$0$0
DEBORAH A MARLOWE
Trustee2.00.0Yes (X)$0$0$0
FACUNDO L BACARDI
Trustee1.00.0Yes (X)$0$0$0
GREGORY J VAUGHN
Trustee2.00.0Yes (X)$0$0$0
GREGORY V PALMER
Trustee1.00.0Yes (X)$0$0$0
JAMES WALKER BURNS
Trustee3.00.0Yes (X)$0$0$0
JAVIER C GOIZUETA
Trustee2.00.0Yes (X)$0$0$0
JOHN G RICE
Trustee5.02.0Yes (X)$0$0$0
JOHN L LATHAM
Trustee1.00.0Yes (X)$0$0$0
KATHELEN AMOS
Trustee2.01.0Yes (X)$0$0$0
L JONATHAN HOLSTON
Trustee1.00.0Yes (X)$0$0$0
LEAH WARD SEARS
Trustee3.00.0Yes (X)$0$0$0
LEE P MILLER
Trustee2.00.0Yes (X)$0$0$0
MARK A WEINBERGER
Trustee1.00.0Yes (X)$0$0$0
MITCHELL A TANZMAN
Trustee4.00.0Yes (X)$0$0$0
RICK M RIEDER
Trustee1.00.0Yes (X)$0$0$0
ROBERT C GODDARD III
Trustee4.00.0Yes (X)$0$0$0
Robin Dease
Trustee1.00.0Yes (X)$0$0$0
ROSA TARBUTTON SUMTER
Trustee2.00.0Yes (X)$0$0$0
SARAH B BROWN
Trustee4.00.0Yes (X)$0$0$0
SHANTELLA CARR COOPER
Trustee2.00.0Yes (X)$0$0$0
STUART A ROSE
Trustee1.00.0Yes (X)$0$0$0
Tania Neild
Trustee2.00.0Yes (X)$0$0$0
Tash Elwyn
Trustee1.00.0Yes (X)$0$0$0
TERESA M RIVERO
Trustee4.00.0Yes (X)$0$0$0
THOMAS I BARKIN
Trustee3.01.0Yes (X)$0$0$0
TIMOTHY C ROLLINS
Trustee4.00.0Yes (X)$0$0$0
WILLIAM A BROSIUS
Trustee2.02.0Yes (X)$0$0$0
WILLIAM C WARREN IV
Trustee1.00.0Yes (X)$0$0$0
WILLIAM H ROGERS JR
Trustee1.00.0Yes (X)$0$0$0
WILLIAM T McALILLY
Trustee, Vice Chair1.00.0Yes (X)$0$0$0
ALLISON DYKES JOHNSON
VP University Secretary60.01.0Yes (X)$581,028$0$74,952
Bradley Slutsky
SVP General Counsel60.00.0Yes (X)$1,445,282$0$164,941
CHRISTOPHER AUGOSTINI
See Schedule J, Part III65.04.0Yes (X)$3,123,175$756,667$392,179
DELBRIDGE KING
VP Human Resources60.00.0Yes (X)$400,080$0$53,633
John Ellis
Interim Chief Information Officer; Sr Vice Provost for Information Technology60.00.0Yes (X)$509,148$0$68,981
Joon S Lee MD
See Schedule J, Part III35.034.0Yes (X)$0$4,929,210$62,266
Lanny Liebeskind
Interim Provost65.01.0Yes (X)$446,153$0$57,073
Pimolrat Thukral
SVP of Finance & Treasury; CFO65.00.0Yes (X)$506,386$0$29,549
RAVI BELLAMKONDA
Provost/Exec VP Acad Affairs65.01.0Yes (X)$1,083,233$0$218,692
Ravi Thadhani MD MPH
See Schedule J, Part III65.05.0Yes (X)$3,732,635$1,527,448$84,472
SRINIVAS PULAVARTI
VP, Chief Investment Officer60.00.0Yes (X)$4,230,635$0$54,055
THERESA MILAZZO
VP Human Resources60.00.0Yes (X)$423,237$0$42,915
Adam C Webb MD
COO EUHM, Board (LF)60.01.0$659,107$281,442$62,364Yes (X)
Alistair Erskine MD MBAFAMIA
Chief Information and Digital Officer (EHC)30.035.0$1,571,907$475,561$71,132Yes (X)
Angel Leon
COO (EUH)60.00.0$410,248$821,498$66,775Yes (X)
Barbara Krauthamer
Dean, Emory College60.00.0$661,018$0$68,068Yes (X)
CARLOS DEL RIO MD
Interim Dean School of Medicine60.01.0$888,809$163,675$49,000Yes (X)
DEBORAH BRUNER
SVP Research60.00.0$556,883$0$58,850Yes (X)
Elizabeth ALLEN
VP Financial Operations/Corporate Controller (EHC)0.065.0$0$612,655$2,835Yes (X)
ENKU GELAYE
SVP Dean of Campus Life60.00.0$634,875$0$69,056Yes (X)
HEATHER HAMBY
CBO, SOM/ASC VP, Clinical Integration60.00.0$306,956$666,479$63,853Yes (X)
JOSHUA R NEWTON
SVP Adv & Alumni Engagement65.00.0$1,707,722$0$194,274Yes (X)
Laura Belsinger Greaves
VP Financial Planning & Analysis (EHC)0.065.0$0$588,565$29,623Yes (X)
LIZ DAUNT-SAMFORD
CFO University Hospital Division (EHC)20.041.0$390,747$130,775$49,171Yes (X)
MATTHEW WAIN
President University Hospital Division30.035.0$1,349,009$493,815$39,284Yes (X)
Pat McCabe
CFO (EHC)0.065.0$0$776,190$11,848Yes (X)
PATRICK HAMMOND
Chief Market Services Officer (EHC)30.035.0$0$1,433,928$71,656Yes (X)
Penny Castellano MD
President EHC Physician Group0.062.0$32,811$1,611,315$79,488Yes (X)
Rochester Anderson Jr
Chief HR Officer (EHC)30.036.0$0$1,164,060$40,754Yes (X)
Sandra L Wong MD MS
Dean School of Medicine60.05.0$1,328,998$258,500$10,855Yes (X)
SHARON PAPPAS
Chief Nursing Officer (EHC)30.031.0$0$1,216,248$49,655Yes (X)
WILLIAM BORNSTEIN MD
CMO and CQPSO (EHC)30.035.0$0$550,985$3,152Yes (X)
DANIEL L BARROW MD
PHYSICIAN30.031.0$339,863$2,280,407$67,088Yes (X)
FAIZ U AHMAD MD
PHYSICIAN0.060.0$466,338$2,125,611$79,457Yes (X)
George R Painter
Highly Compensated Employee60.00.0$2,460,002$0$58,154Yes (X)
JOHN W XEROGEANES MD
PHYSICIAN0.060.0$0$2,752,701$66,810Yes (X)
SCOTT Boden MD
Physician0.065.0$235,646$2,624,160$65,066Yes (X)
AMY ADELMAN
Former Officer65.00.0$624,104$0$53,742Yes (X)
BELVA WHITE
Former Officer60.00.0$512,040$0$66,572Yes (X)
BRADLEY HAWS
Former KEY Employee30.035.0$0$573,176$0Yes (X)
BRYCE GARTLAND MD
Former KEY Employee0.00.0$0$587,709$0Yes (X)
CARLA CHANDLER
Former KEY Employee0.00.0$0$282,908$0Yes (X)
CARLA FREEMAN
Former KEY Employee40.00.0$424,628$0$56,103Yes (X)
CLAIRE STERK
Former Officer40.00.0$375,295$0$44,607Yes (X)
DANE PETERSON
Former KEY Employee30.030.0$0$470,431$0Yes (X)
DANIEL OWENS
Former KEY Employee0.00.0$460,891$0$0Yes (X)
DAVID STEPHENS MD
Former KEY Employee40.025.0$615,781$331,661$41,791Yes (X)
GREG ANDERSON
Former KEY Employee0.00.0$273,538$0$9,293Yes (X)
JAN LOVE
Former Officer60.00.0$472,966$0$45,833Yes (X)
JONATHAN S LEWIN MD
Former Officer40.00.0$1,905,796$54,801$57,303Yes (X)
SARA SHOCKLEY
Former KEY Employee20.020.0$0$605,423$42,833Yes (X)
STEPHEN D SENCER
Former Officer0.016.0$0$325,000$0Yes (X)
VIKAS SUKHATME MD
Former KEY Employee45.00.0$990,897$24,769$68,289Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$39,495,832TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$31,497,773TotReportableCompRltdOrgAmt
Total Other Compensation$3,898,541TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K5616IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (true)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
AMN HEALTHCARE INC
12400 HIGH BLUFF DR STE 100SAN DIEGOCA92101HEALTHCARE$87,091,811
ACC SC DEVELOPMENT LLC
12700 HILL COUNTRY BLVDAUSTINTX78738CONSTRUCTION$30,712,515
BON APPETIT MANAGEMENT CO
PO BOX 50196LOS ANGELESCA900740196FOOD SERVICE$16,232,543
FIRST TRANSIT
22192 NETWORK PLCHICAGOIL60673TRANSPORTATION$12,463,113
THE WINTER CONSTRUCTION COMPANY
5616 PEACHTREE RD STE 100ATLANTAGA30341CONSTRUCTION$12,462,165
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K417CntrctRcvdGreaterThan100KCnt
Federated Campaigns$0FederatedCampaignsAmt
Membership Dues$0MembershipDuesAmt
Fundraising$5,348,871FundraisingAmt
Related Organizations$0RelatedOrganizationsAmt
Government Grants$1,036,695,264GovernmentGrantsAmt
All Other Contributions$183,772,784AllOtherContributionsAmt
Noncash Contributions$48,809,005NoncashContributionsAmt
Total Contributions$1,225,816,919TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmtExclusionExclusionAmt
Tuition and fees611600$957,626,640$957,626,640$0$0
Medical Services624100$4,902,268,318$4,900,267,503$2,000,815$0
Auxiliary operating activities611600$75,598,137$75,182,570$415,567$0
Independent operations721110$21,583,942$11,794,579$9,789,363$0
Education/Clinical Research611600$102,216,527$102,156,183$60,344$0

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$6,059,293,564TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$106,445,205TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$19,488,118UnrelatedBusinessRevenueAmt
Exclusion$86,957,087ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$14,038,438TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$14,038,438ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$21,388,929RealAmt
Personal$0PersonalAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$0RealAmt
Personal$0PersonalAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$21,388,929RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$21,388,929TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$21,388,929ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$423,495,066SecuritiesAmt
Other$0OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$0SecuritiesAmt
Other$17,084,918OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$423,495,066SecuritiesAmt
Other-$17,084,918OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$406,410,148TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$406,410,148ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$302,183FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$5,348,871ContriRptFundraisingEventAmt
Fundraising Direct Expenses$1,122,072FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$819,889TotalRevenueColumnAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion-$819,889ExclusionAmt
FieldValueIRS element (for citing)
Gaming Gross Income$0GamingGrossIncomeAmt
Gaming Direct Expenses$0GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$0GrossSalesOfInventoryAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmtExclusionExclusionAmt
Financial Administration611710$11,246,261$0$0$11,246,261
Concessions/Services611710$18,026,897$0$0$18,026,897
Network and communications611710$123,055$0$0$123,055

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$29,396,213OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$7,861,969,527TotalRevenueColumnAmt
Related Or Exempt Func Income$6,047,027,475RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$31,754,207UnrelatedBusinessRevenueAmt
Exclusion$557,370,926ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$183,897,727TotalAmt
Program Services$183,897,727ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$373,072,367TotalAmt
Program Services$373,072,367ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$29,244,072TotalAmt
Program Services$29,244,072ProgramServicesAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$55,191,872TotalAmt
Program Services$27,669,390ProgramServicesAmt
Management And General$25,717,164ManagementAndGeneralAmt
Fundraising$1,805,318FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$7,153,629TotalAmt
Program Services$4,554,396ProgramServicesAmt
Management And General$2,599,233ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$2,574,430,295TotalAmt
Program Services$2,393,609,948ProgramServicesAmt
Management And General$156,257,907ManagementAndGeneralAmt
Fundraising$24,562,440FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$193,309,737TotalAmt
Program Services$177,844,958ProgramServicesAmt
Management And General$13,531,682ManagementAndGeneralAmt
Fundraising$1,933,097FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$415,636,669TotalAmt
Program Services$382,385,735ProgramServicesAmt
Management And General$29,094,567ManagementAndGeneralAmt
Fundraising$4,156,367FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$203,522,311TotalAmt
Program Services$187,240,526ProgramServicesAmt
Management And General$14,246,562ManagementAndGeneralAmt
Fundraising$2,035,223FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$12,347,956TotalAmt
Program Services$0ProgramServicesAmt
Management And General$12,347,956ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$12,401,993TotalAmt
Program Services$10,417,674ProgramServicesAmt
Management And General$1,860,299ManagementAndGeneralAmt
Fundraising$124,020FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$1,885,855TotalAmt
Program Services$0ProgramServicesAmt
Management And General$1,885,855ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$1,359,193TotalAmt
Program Services$0ProgramServicesAmt
Management And General$1,359,193ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$0TotalAmt
Fundraising$0FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$57,918,446TotalAmt
Program Services$0ProgramServicesAmt
Management And General$57,918,446ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$90,775,108TotalAmt
Program Services$50,834,060ProgramServicesAmt
Management And General$39,033,297ManagementAndGeneralAmt
Fundraising$907,751FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$4,502,986TotalAmt
Program Services$4,277,837ProgramServicesAmt
Management And General$225,149ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$21,385,022TotalAmt
Program Services$20,957,322ProgramServicesAmt
Management And General$213,850ManagementAndGeneralAmt
Fundraising$213,850FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$22,140,460TotalAmt
Program Services$17,933,772ProgramServicesAmt
Management And General$3,985,283ManagementAndGeneralAmt
Fundraising$221,405FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$22,309TotalAmt
Program Services$22,309ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$159,152,921TotalAmt
Program Services$140,054,571ProgramServicesAmt
Management And General$17,506,821ManagementAndGeneralAmt
Fundraising$1,591,529FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$13,456,047TotalAmt
Program Services$11,303,079ProgramServicesAmt
Management And General$1,345,605ManagementAndGeneralAmt
Fundraising$807,363FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$10,424,929TotalAmt
Program Services$10,424,929ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$81,178,605TotalAmt
Program Services$77,119,675ProgramServicesAmt
Management And General$4,058,930ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$278,522,886TotalAmt
Program Services$267,381,971ProgramServicesAmt
Management And General$11,140,915ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$41,726,586TotalAmt
Program Services$41,726,586ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
Educational Expense$20,112,165$20,112,165$0$0
Medical Expense$1,716,731,221$1,716,731,221$0$0
Provision for Bad Debt$227,392,158$227,392,158$0$0
Administrative Expense$33,367,255$0$33,367,255$0

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$361,759,301TotalAmt
Program Services$361,742,150ProgramServicesAmt
Management And General$17,151ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$7,204,022,081TotalAmt
Program Services$6,737,950,598ProgramServicesAmt
Management And General$427,713,120ManagementAndGeneralAmt
Fundraising$38,358,363FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$3,149,748,001BOYAmt
EOY$4,520,708,811EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$150,497,782BOYAmt
EOY$122,641,980EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,616,818,502BOYAmt
EOY$1,853,320,634EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$39,104,368BOYAmt
EOY$41,361,627EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$217,018,485BOYAmt
EOY$242,367,131EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$8,096,214,581LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$4,353,642,546LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$3,818,929,041BOYAmt
EOY$3,742,572,035EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$2,331,878,122BOYAmt
EOY$2,421,692,366EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$10,801,242,364BOYAmt
EOY$11,859,861,978EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$14,523,539BOYAmt
EOY$16,904,189EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$72,497,969BOYAmt
EOY$67,019,530EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$22,212,258,173BOYAmt
EOY$24,888,450,281EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$804,067,845BOYAmt
EOY$785,360,442EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$284,875,356BOYAmt
EOY$348,370,906EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$2,141,652,130BOYAmt
EOY$2,900,095,973EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$1,162,626,813BOYAmt
EOY$1,267,916,837EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,805,266,334BOYAmt
EOY$1,900,105,004EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$6,198,488,478BOYAmt
EOY$7,201,849,162EOYAmt

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$8,329,603,034BOYAmt
EOY$9,476,508,859EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$7,684,166,661BOYAmt
EOY$8,210,092,260EOYAmt

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$16,013,769,695BOYAmt
EOY$17,686,601,119EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$22,212,258,173BOYAmt
EOY$24,888,450,281EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$657,947,446ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$804,355,733NetUnrlzdGainsLossesInvstAmt
Donated Services And Use Fclts$0DonatedServicesAndUseFcltsAmt
Investment Expense$0InvestmentExpenseAmt
Prior Period Adjustments$0PriorPeriodAdjustmentsAmt
Other Changes In Net Assets$210,528,245OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredYes (true)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (true)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
SchoolYes (X)SchoolInd

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,076,895,012CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,059,307,338CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,128,660,675CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,199,613,458CurrentTaxYearMinus1YearAmt
Current Tax Year$1,225,816,919CurrentTaxYearAmt
Total$5,690,293,402TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,076,895,012CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,059,307,338CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,128,660,675CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,199,613,458CurrentTaxYearMinus1YearAmt
Current Tax Year$1,225,816,919CurrentTaxYearAmt
Total$5,690,293,402TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$53,364,258SubstantialContributorsTotAmt
Public Support Total170$5,636,929,144PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years-$216,142,578CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$327,274,802CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$274,592,516CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$148,538,422CurrentTaxYearMinus1YearAmt
Current Tax Year$141,872,572CurrentTaxYearAmt
Total$676,135,734TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$15,894,282CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$20,255,658CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$20,240,770CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$22,106,556CurrentTaxYearMinus1YearAmt
Current Tax Year$28,576,324CurrentTaxYearAmt
Total$107,073,590TotalAmt
FieldValueIRS element (for citing)
Total Support$6,473,502,726TotalSupportAmt
Gross Receipts Rltd Activities$24,071,773,479GrossReceiptsRltdActivitiesAmt
Public Support CY1700.87077PublicSupportCY170Pct
Public Support PY1700.88124PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule A, Part II, Line 10 Other IncomeFormAndLineReferenceDesc
ExplanationDESCRIPTION - FUNDRAISING EVENTS, COLUMN A - 147326.0, COLUMN B - -84911.0, COLUMN C - -642354.0, COLUMN D - -412900.0, COLUMN E - -819889.0, COLUMN F - -1812728.0; DESCRIPTION - FINANCIAL ADMINISTRATION, COLUMN A - 6565428.0, COLUMN B - 8701572.0, COLUMN C - 6720745.0, COLUMN D - 6039985.0, COLUMN E - 11246261.0, COLUMN F - 39273991.0; DESCRIPTION - CONCESSIONS / SERVICES, COLUMN A - 9029203.0, COLUMN B - 11485672.0, COLUMN C - 14004892.0, COLUMN D - 16345889.0, COLUMN E - 18026897.0, COLUMN F - 68892553.0; DESCRIPTION - NETWORK/COMMUNICATIONS, COLUMN A - 152325.0, COLUMN B - 153325.0, COLUMN C - 157487.0, COLUMN D - 133582.0, COLUMN E - 123055.0, COLUMN F - 719774.0;ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
VolunteersfalseVolunteersInd
Paid Staff Or ManagementYes (true)PaidStaffOrManagementInd
Media AdvertisementsfalseMediaAdvertisementsInd
Mailings MembersYes (true)MailingsMembersInd
Mailings Members$0MailingsMembersAmt
Publications Or BroadcastfalsePublicationsOrBroadcastInd
Grants Other OrganizationsfalseGrantsOtherOrganizationsInd
Direct Contact LegislatorsYes (true)DirectContactLegislatorsInd
Direct Contact Legislators$523,143DirectContactLegislatorsAmt
Rallies DemonstrationsfalseRalliesDemonstrationsInd
Other ActivitiesYes (true)OtherActivitiesInd
Other Activities$836,050OtherActivitiesAmt
Total Lobbying Expenditures$1,359,193TotalLobbyingExpendituresAmt
Not Described Section501c3falseNotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITYFormAndLineReferenceDesc
ExplanationEMORY UNIVERSITY DID NOT PARTICIPATE OR INTERVENE IN ANY POLITICAL CAMPAIGNS. A DE MINIMIS PORTION OF EMORY UNIVERSITY'S TOTAL ACTIVITIES INVOLVE LEGISLATIVE AND REGULATORY MATTERS OF DIRECT CONCERN TO HIGHER EDUCATION AND HEALTH CARE OR OF COMPELLING IMPORTANCE TO EMORY UNIVERSITY IN PARTICULAR. UNDER THE HONEST LEADERSHIP AND OPEN GOVERNMENT ACT OF 2007, AN AMENDMENT TO THE LOBBYING DISCLOSURE ACT OF 1995, EMORY UNIVERSITY REPORTS DETAILED LOBBYING ACTIVITIES AT THE NATIONAL LEVEL ON A QUARTERLY AND SEMI-ANNUAL BASIS TO THE SECRETARY OF THE SENATE AND THE CLERK OF THE HOUSE OF REPRESENTATIVES. EMORY UNIVERSITY ALSO REPORTS DETAILED LOBBYING ACTIVITIES AT THE STATE LEVEL TO THE GEORGIA GOVERNMENT TRANSPARENCY AND CAMPAIGN FINANCE COMMISSION. EFFORTS TO INFLUENCE LEGISLATION AND REGULATION ARE DIRECTED BY THE EMORY UNIVERSITY OFFICE OF GOVERNMENT AND COMMUNITY AFFAIRS. THE OFFICE CONSISTS OF SEVEN EMPLOYEES WHO ACT AS EMORY UNIVERSITY'S LIAISONS AND MONITOR PROPOSED AND ENACTED LEGISLATION AND OTHER GOVERNMENTAL DEVELOPMENTS. ACTIVITIES OF THE STAFF INCLUDE CONTACT BY LETTERS, PHONE CALLS, EMAILS, AND MEETINGS WITH LEGISLATORS AND MEMBERS OF THEIR STAFFS OR OTHER GOVERNMENT OFFICIALS. MEETINGS WITH LOCAL CITIZENS ARE ALSO CONDUCTED REGARDING ISSUES WITH LOCAL GOVERNMENT. EMORY UNIVERSITY LOBBIES BOTH THE FEDERAL AND STATE GOVERNMENT ON ISSUES OF MAJOR CONCERN: HIGHER EDUCATION, ECONOMIC DEVELOPMENT, HUMAN RESOURCES, CULTURAL RESOURCES, COMMUNITY RELATIONS, YOUTH ISSUES, ENVIRONMENTAL CONCERNS, UNIVERSITY REGULATION, RESEARCH ISSUES, TRANSPORTATION, APPROPRIATIONS/BUDGET, TAX ISSUES, AND HEALTHCARE. ESTIMATED EXPENSES ARE AS FOLLOWS: LINE 1G: CONTRACT LOBBYISTS: $519,110 STATE LOBBYING: $4,033 TOTAL: $523,143 LINE 1I: SALARIES: $385,928 TRAVEL: $84,042 MEMBERSHIP DUES: $307,385 OFFICE OVERHEAD: $58,695 TOTAL: $836,050ExplanationTxt

Schedule D IRS990ScheduleD

Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp

FieldValueIRS element (for citing)
Revenues Included$1,533,643RevenuesIncludedAmt
Assets Included$131,312,162AssetsIncludedAmt
FieldValueIRS element (for citing)
Collection Used Pub ExhibitionYes (X)CollectionUsedPubExhibitionInd
Coll Used Scholarly RsrchYes (X)CollUsedScholarlyRsrchInd
Collection Used PreservationYes (X)CollectionUsedPreservationInd
Coll Used Loan Or Exch ProgYes (X)CollUsedLoanOrExchProgInd

Collection Used Other Purposes CollectionUsedOtherPurposesGrp

FieldValueIRS element (for citing)
Collection Used Other PurposesYes (X)CollectionUsedOtherPurposesInd
Other PurposesEDUCATIONAL PROGRAMSOtherPurposesDesc
FieldValueIRS element (for citing)
Solicited Assets SalefalseSolicitedAssetsSaleInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$9,999,325,846BeginningYearBalanceAmt
Contributions$230,254,939ContributionsAmt
Investment Earnings Or Losses$1,064,023,306InvestmentEarningsOrLossesAmt
Grants Or Scholarships$80,701,687GrantsOrScholarshipsAmt
Other Expenditures$285,097,079OtherExpendituresAmt
Administrative Expenses$57,918,446AdministrativeExpensesAmt
End Year Balance$10,869,886,879EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$9,119,496,857BeginningYearBalanceAmt
Contributions$213,748,971ContributionsAmt
Investment Earnings Or Losses$1,037,285,855InvestmentEarningsOrLossesAmt
Grants Or Scholarships$76,635,655GrantsOrScholarshipsAmt
Other Expenditures$264,218,145OtherExpendituresAmt
Administrative Expenses$30,352,037AdministrativeExpensesAmt
End Year Balance$9,999,325,846EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$8,905,812,494BeginningYearBalanceAmt
Contributions$279,203,170ContributionsAmt
Investment Earnings Or Losses$263,698,480InvestmentEarningsOrLossesAmt
Grants Or Scholarships$51,201,086GrantsOrScholarshipsAmt
Other Expenditures$251,633,437OtherExpendituresAmt
Administrative Expenses$26,382,764AdministrativeExpensesAmt
End Year Balance$9,119,496,857EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$9,713,595,126BeginningYearBalanceAmt
Contributions$49,941,797ContributionsAmt
Investment Earnings Or Losses-$549,185,993InvestmentEarningsOrLossesAmt
Grants Or Scholarships$42,842,655GrantsOrScholarshipsAmt
Other Expenditures$241,369,686OtherExpendituresAmt
Administrative Expenses$24,326,095AdministrativeExpensesAmt
End Year Balance$8,905,812,494EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$7,467,506,671BeginningYearBalanceAmt
Contributions$1,027,991ContributionsAmt
Investment Earnings Or Losses$2,541,116,543InvestmentEarningsOrLossesAmt
Grants Or Scholarships$40,053,193GrantsOrScholarshipsAmt
Other Expenditures$232,009,733OtherExpendituresAmt
Administrative Expenses$23,993,153AdministrativeExpensesAmt
End Year Balance$9,713,595,126EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.271BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.3154PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.4136TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgYes (true)EndowmentsHeldRelatedOrgInd
Related Org List Sch RYes (true)RelatedOrgListSchRInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$129,806,566OtherCostOrOtherBasisAmt
Book Value$129,806,566BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$4,726,753,527OtherCostOrOtherBasisAmt
Depreciation$2,071,260,511DepreciationAmt
Book Value$2,655,493,016BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$3,239,654,488OtherCostOrOtherBasisAmt
Depreciation$2,282,382,035DepreciationAmt
Book Value$957,272,453BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$3,742,572,035TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (9 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
Closely-held equity interests
Financial derivatives
Short-term investments$490,996,117F
Public Equity$2,937,940,781F
Real Estate$897,156,624F
Private Equity/Venture Capital$4,279,973,917F
Miscellaneous Investments$3,004,130F
Interest in Perpetual Funds$2,050,386,165F
Absolute Return$1,200,404,244F
FieldValueIRS element (for citing)
Total Book Value Securities$11,859,861,978TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (10 entries)

DescDescAmtAmt
Federal Income Taxes
Interest payable$59,759,223
Annuities payable$13,889,363
Benefit obligations/professional liabilities$362,168,317
Funds held in trust for others$1,269,348,273
Government advances federal loan programs$12,554,443
Liability for derivative instruments$22,681,727
Asset Retirement Obligation$69,903,681
Operating lease liabilities$73,241,430
Finance lease liabilities$16,558,547
FieldValueIRS element (for citing)
Total Liability$1,900,105,004TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Other Revenue$0OtherRevenueAmt
Revenue Not Reported$0RevenueNotReportedAmt
Revenue Subtotal$0RevenueSubtotalAmt
Other Revenues Not Included$0OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$0TotalRevenuePerForm990Amt
Other Expenses Included$0OtherExpensesIncludedAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$0ExpensesSubtotalAmt
Other Expenses Not Included$0OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$0TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule D, Part III, Line 4 Collections of art - description of collectionsCOLLECTIONS OF ART, HISTORICAL TREASURES & SIMILAR ASSETS The Michael C. Carlos Museum celebrates world cultures and the peoples for whom they belong. As a department of Emory University, The Michael C. Carlos Museum advocates object-based teaching and research. As a public museum, The Michael C. Carlos Museum is a place of learning, dialogue, engagement and creativity for all. The vision of the museumis to create a more inclusive and equitable society, transforming the way people view cultural heritage and amplifying the voices of others. THE COLLECTION EMPHASIZES: A) WORKS OF ART ON PAPER; B) THE ART OF THE ANCIENT CULTURES OF THE MEDITERRANEAN BASIN INCLUDING GREECE AND ROME; C) THE ART OF ANCIENT EGYPT, NUBIA AND THE NEAR EAST; D) THE ART OF THE INDIGENOUS AMERICAS; E) THE ART OF SUB-SAHARAN AFRICA AND THE AFRICAN DIASPORA; F) THE ART OF SOUTH ASIA AND THE HIMALAYAS. THE MUSEUM IS FORTUNATE TO HAVE RECEIVED ASSISTANCE FROM 57 VOLUNTEERS DURING THE REPORTING YEAR WHO COLLECTIVELY PROVIDED APPROXIMATELY 3,700 HOURS LEADING TOURS, CONDUCTING WORKSHOPS AND ASSISTING WITH THE CONSERVATION TREATMENT OF ARTWORK. THE STUART A. ROSE MANUSCRIPT, ARCHIVES AND RARE BOOK LIBRARY (ROSE LIBRARY) DEVELOPS, PRESERVES AND MAKES ACCESSIBLE FOCUSED AREAS TO SUPPORT THE RESEARCH AND TEACHING MISSION OF THE UNIVERSITY. ROSE LIBRARY'S COLLECTIONS OF RARE BOOKS, DISTINCTIVE COLLECTIONS IN UNPUBLISHED PERSONAL AND ORGANIZATIONAL RECORDS, AND RESEARCH COLLECTIONS EMPHASIZE: A) LITERATURE AND POETRY B) AFRICAN AMERICAN HISTORY AND CULTURE C) RARE BOOKS WITH STREGNTHS IN EARLY PRINTED WORKS FROM THE LOW COUNTRIES AND ENGLISH LANGUAGE POETRY D) POLITICAL, SOCIAL AND CULTURAL MOVEMENTS E) EMORY UNIVERSITY HISTORY, ITS PREDECESSOR SCHOOLS, AND ITS AFFILIATE ORGANIZATIONS. F) EMORY UNIVERSITY ORAL HISTORY PROGRAM DOCUMENTING THE VOICES FROM EMORY'S UNDERREPRESENTED GROUPS
Schedule D, Part V, Line 4 Intended uses of endowment fundsEmory's endowment is not a single fund. Emory has a pool of over 2,400 individual endowed funds - each established with a particular purpose. Most of these endowed funds were established by generous donors who believe in providing financial resources that will support Emory's academic and health care missions in perpetuity, including funds for student scholarships, faculty professorships, research initiatives, clinical care, and other programs. At Emory, our endowment directly fuels three areas of impact: student access and support, research and discovery, and health care and community well-being. Supporting students with purpose For many students, an Emory education would be out of reach without financial aid. Endowment-funded scholarships and fellowships open the door for students from every background to attend Emory and thrive - students who bring many different experiences, perspectives, and talents to our community. These funds do more than just make college affordable. They allow students to focus on learning rather than working to make ends meet. They create time to pursue internships, research, and service opportunities that shape personal and professional growth. For graduate students, endowed fellowships often make rigorous, full-time study possible. Beyond tuition, endowment dollars support advising programs, mentoring initiatives, emergency aid, and other successful efforts that help ensure all students, regardless of circumstance, can access the full Emory experience and graduate prepared to lead, innovate, discover, and serve. Driving research forward Research is the heart of Emory's mission, and the endowment is an essential engine. Endowment funding for professorships and research allows faculty members and discovery teams to take intellectual risks, explore promising ideas, and pursue investigations absent reliance on traditional grants. This kind of work leads to breakthroughs across many disciplines, including vaccine development, creative writing, cancer treatment and artificial intelligence. It helps Emory attract and retain world-class scholars and scientists - leaders in their fields who, in turn, mentor and inspire students to push boundaries, ask the next big questions, and find the answers. In an increasingly competitive and fast-changing funding landscape, endowment support gives researchers both flexibility and stability to innovate, collaborate across disciplines, and stay focused on work that advances knowledge and improves people's lives. Advancing health care and community well-being Roughly 40% of Emory's endowment is dedicated to supporting health care and the health sciences. These funds advance the mission of Emory School of Medicine, Rollins School of Public Health, Nell Hodgson Woodruff School of Nursing and Emory Healthcare, the state's premier academic medical center and one of the most comprehensive health care systems in the Southeast. The endowment allows Emory to deliver world-class health care, expand access to clinical trials, train a new generation of physicians and nurses, and operate a growing network of community hospitals and clinics that reach far beyond our academic campus. In short, this foundational funding saves lives every day. Whether funding scholarships for nursing students, supporting public health research in rural Georgia, or enabling our faculty physicians to lead clinical innovation, the endowment ensures Emory can continue to meet the region's needs while setting a national standard for care, discovery and excellence.
Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnoteThe University is recognized as a tax-exempt organization as defined in Section 501(c)(3) of the U.S. Internal Revenue Code of 1986, as amended (the Code), and is generally exempt from federal income taxes on related income pursuant to Section 501(a) of the Code. The University is, however, subject to federal and state income tax on unrelated business income and provision for such taxes is included in the accompanying consolidated statements of activities. The University is subject to an excise tax on net investment income and excess compensation as well as unrelated business income taxes. In July 2025, Congress enacted spending legislation which included changes to the net investment income and excess compensation taxes. Emory has reflected the tax assets and liabilities in the accompanying consolidated financial statements based on reasonable estimates and based on the expected tax rates upon realization of these tax liabilities. The University also has a net operating loss carryforward related to unrelated business income aggregating $140.0 million, for which a valuation allowance of $58.5 million is recorded as of August 31, 2025. As of August 31, 2024, the University had a net operating loss carryforward of $170.9 million, with a valuation allowance of $117.0 million. The University regularly evaluates its tax positions and as of August 31, 2025 and 2024, does not believe it has any material uncertain tax positions that require disclosure or adjustment to the accompanying consolidated financial statements.

Schedule E IRS990ScheduleE

FieldValueIRS element (for citing)
Nondiscriminatory Policy StmtYes (true)NondiscriminatoryPolicyStmtInd
Policy Stmt In Brochures EtcYes (true)PolicyStmtInBrochuresEtcInd
Plcy Pblczd Via Broadcast MediaYes (true)PlcyPblczdViaBroadcastMediaInd
Maintain Racial Comp RecsYes (true)MaintainRacialCompRecsInd
Maintain Scholarships RecsYes (true)MaintainScholarshipsRecsInd
Maintain Cpy Of Brochures EtcYes (true)MaintainCpyOfBrochuresEtcInd
Maintain Cpy Of All SolYes (true)MaintainCpyOfAllSolInd
Discriminate Race Stdnts RghtsfalseDiscriminateRaceStdntsRghtsInd
Discriminate Race Admiss PlcyfalseDiscriminateRaceAdmissPlcyInd
Discriminate Race Emplm FcultyfalseDiscriminateRaceEmplmFcultyInd
Discriminate Race SchsfalseDiscriminateRaceSchsInd
Discriminate Race Educ PlcyfalseDiscriminateRaceEducPlcyInd
Discriminate Race Use Of FcltsfalseDiscriminateRaceUseOfFcltsInd
Discriminate Race Athlt ProgfalseDiscriminateRaceAthltProgInd
Discriminate Race Other ActyfalseDiscriminateRaceOtherActyInd
Government Financial Aid RcvdYes (true)GovernmentFinancialAidRcvdInd
Government Financial Aid RvkdfalseGovernmentFinancialAidRvkdInd
Compliance With Rev Proc7550Yes (true)ComplianceWithRevProc7550Ind

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule E, Part I, Line 3 RACIALLY NONDISCRIMINATORY POLICYEMORY UNIVERSITY IS DEDICATED TO PROVIDING EQUAL OPPORTUNITIES TO ALL INDIVIDUALS REGARDLESS OF RACE, COLOR, RELIGION, ETHNIC OR NATIONAL ORIGIN, GENDER, AGE, DISABILITY, SEXUAL ORIENTATION, GENDER IDENTITY, GENDER EXPRESSION, VETERAN'S STATUS, OR ANY FACTOR THAT IS A PROHIBITED CONSIDERATION UNDER APPLICABLE LAW. EMORY UNIVERSITY DOES NOT DISCRIMINATE IN ADMISSIONS, EDUCATIONAL PROGRAMS, OR EMPLOYMENT ON THE BASIS OF ANY FACTOR OUTLINED ABOVE OR PROHIBITED UNDER APPLICABLE LAW. STUDENTS, FACULTY, AND STAFF ARE ASSURED OF PARTICIPATION IN UNIVERSITY PROGRAMS AND IN THE USE OF FACILITIES WITHOUT SUCH DISCRIMINATION. EMORY UNIVERSITY COMPLIES WITH ALL APPLICABLE EQUAL EMPLOYMENT OPPORTUNITY LAWS AND REGULATIONS, AND FOLLOWS THE PRINCIPLES OUTLINED ABOVE IN ALL ASPECTS OF EMPLOYMENT INCLUDING RECRUITMENT, HIRING, PROMOTIONS, TRANSFERS, DISCIPLINE, TERMINATIONS, WAGE AND SALARY ADMINISTRATION, BENEFITS, AND TRAINING. NONDISCRIMINATORY POLICY: ALL UNIVERSITY ADVERTISEMENTS, SOLICITATIONS AND CATALOGS INCLUDE A NONDISCRIMINATORY POLICY STATEMENT. THE POLICY REFLECTS THAT THE UNIVERSITY DOES NOT DISCRIMINATE IN ADMISSIONS, EDUCATIONAL PROGRAMS, FINANCIAL AID, OR EMPLOYMENT ON THE BASIS OF RACE, COLOR, RELIGION, ETHNIC OR NATIONAL ORIGIN, GENDER, AGE, DISABILITY, SEXUAL ORIENTATION, GENDER IDENTITY, GENDER EXPRESSION, OR VETERAN'S STATUS; AND PROHIBITS SUCH DISCRIMINATION BY ITS STUDENTS, FACULTY AND STAFF.
Schedule E, Part I, Line 6(a) FINANCIAL AID OR ASSISTANCE FROM A GOVERNMENTTHE FINANCIAL AID OR ASSISTANCE RECEIVED FROM A GOVERNMENT AGENCY CONSISTS OF U.S. GOVERNMENT ADVANCES RECEIVED FOR TITLE IV STUDENT FINANCIAL ASSISTANCE PROGRAMS AND TITLE VII HEALTH AND HUMAN SERVICES STUDENT AID ASSISTANCE PROGRAMS. FEDERAL, STATE OF GEORGIA, AND CITY OF ATLANTA FUNDS ARE RECEIVED FOR VARIOUS RESTRICTED GRANTS, SCHOLARSHIPS AND CONTRACTS.

Schedule F IRS990ScheduleF

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp (73 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
Central America and the Caribbean00Program ServicesAthletics$5,046
Central America and the Caribbean00Conference TravelConference$92,807
Central America and the Caribbean02Program ServicesEducation$65,345
Central America and the Caribbean00Program ServicesMeeting$7,621
Central America and the Caribbean00Program ServicesRecruiting$1,291
Central America and the Caribbean02Program ServicesResearch$91,450
Central America and the Caribbean03Program ServicesSubcontract$4,209,114
Central America and the Caribbean00Investments$4,158,551,369
East Asia and the Pacific00FundraisingAdvancement$11,934
East Asia and the Pacific00Program ServicesAthletics$69
East Asia and the Pacific03Conference TravelConference$633,826
East Asia and the Pacific020Program ServicesEducation$378,262
East Asia and the Pacific00Program ServicesMeeting$83,842
East Asia and the Pacific01Program ServicesRecruiting$42,366
East Asia and the Pacific024Program ServicesResearch$827,256
East Asia and the Pacific011Program ServicesSubcontract$12,059,993
East Asia and the Pacific00Investments$13,634,450
Europe (Including Iceland and Greenland)02FundraisingAdvancement$105,547
Europe (Including Iceland and Greenland)00Program ServicesAthletics$20,967
Europe (Including Iceland and Greenland)06Conference TravelConference$1,673,461
Europe (Including Iceland and Greenland)1122Program ServicesEducation$4,804,348
Europe (Including Iceland and Greenland)00Program ServicesMeeting$169,825
Europe (Including Iceland and Greenland)01Program ServicesOther$2,834
Europe (Including Iceland and Greenland)01Program ServicesRecruiting$106,786
Europe (Including Iceland and Greenland)044Program ServicesResearch$2,460,237
Europe (Including Iceland and Greenland)026Program ServicesSubcontract$25,191,148
Europe (Including Iceland and Greenland)00Investments$518,175,439
Europe (Including Iceland and Greenland)01Investment Fees$13,059
Middle East and North Africa00Conference TravelConference$59,043
Middle East and North Africa06Program ServicesEducation$86,042
Middle East and North Africa00Program ServicesMeeting$6,288
Middle East and North Africa00Program ServicesRecruiting$1,125
Middle East and North Africa03Program ServicesResearch$186,094
Middle East and North Africa02Program ServicesSubcontract$367,070
North America (Canada & Mexico only)02FundraisingAdvancement$66,508
North America (Canada & Mexico only)00Program ServicesAthletics$994
North America (Canada & Mexico only)04Conference TravelConference$1,183,218
North America (Canada & Mexico only)020Program ServicesEducation$1,016,443
North America (Canada & Mexico only)00Program ServicesMeeting$68,138
North America (Canada & Mexico only)00Program ServicesRecruiting$20,607
North America (Canada & Mexico only)028Program ServicesResearch$1,793,858
North America (Canada & Mexico only)012Program ServicesSubcontract$15,078,883
North America (Canada & Mexico only)00Investments$25,892,198
Russia and Neighboring States00Conference TravelConference$54,275
Russia and Neighboring States01Program ServicesEducation$23,318
Russia and Neighboring States00Program ServicesMeeting$2,639
Russia and Neighboring States00Program ServicesRecruiting$30
Russia and Neighboring States010Program ServicesResearch$274,027
Russia and Neighboring States04Program ServicesSubcontract$1,880,638
South America01Conference TravelConference$153,702
South America017Program ServicesEducation$179,116
South America00Program ServicesMeeting$20,777
South America00Program ServicesRecruiting$3,499
South America07Program ServicesResearch$235,411
South America06Program ServicesSubcontract$2,728,886
South Asia00FundraisingAdvancement$14,023
South Asia00Program ServicesAthletics$39
South Asia02Conference TravelConference$184,752
South Asia014Program ServicesEducation$913,968
South Asia00Program ServicesMeeting$68,571
South Asia00Program ServicesRecruiting$20,329
South Asia122Program ServicesResearch$872,659
South Asia013Program ServicesSubcontract$14,672,061
South Asia00Investments$48,643,531
South Asia01Investment Fees$5,505
Sub-Saharan Africa04Conference TravelConference$291,869
Sub-Saharan Africa08Program ServicesEducation$237,179
Sub-Saharan Africa01Program ServicesMeeting$82,618
Sub-Saharan Africa01Program ServicesRecruiting$2,726
Sub-Saharan Africa7201Program ServicesResearch$7,251,386
Sub-Saharan Africa050Program ServicesSubcontract$49,827,584
Sub-Saharan Africa00Investments$316,669,724
Sub-Saharan Africa00Investment Fees$1,530
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees66SubtotalEmployeesCnt
Continuation Total Office9ContinuationTotalOfficeCnt
Continuation Total Employee643ContinuationTotalEmployeeCnt
Total Office9TotalOfficeCnt
Total Employee709TotalEmployeeCnt
Subtotal Spent$4,177,061,591SubtotalSpentAmt
Continuation Spent$1,057,500,982ContinuationSpentAmt
Total Spent$5,234,562,573TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp (140 entries)

RegionRegionTxtPurpose Of GrantPurposeOfGrantTxtCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxtValuation Method UsedValuationMethodUsedDesc
Central America and the CaribbeanSUBCONTRACT$98,522EFTAccrual
East Asia and the PacificSUBCONTRACT$30,891EFTAccrual
East Asia and the PacificSUBCONTRACT$61,336EFTAccrual
East Asia and the PacificSUBCONTRACT$68,664EFTAccrual
Europe (Including Iceland and Greenland)SUBCONTRACT$183,348EFTAccrual
Europe (Including Iceland and Greenland)SUBCONTRACT$160,020EFTAccrual
Europe (Including Iceland and Greenland)SUBCONTRACT$64,291EFTAccrual
Sub-Saharan AfricaSUBCONTRACT$171,473EFTAccrual
South AsiaSUBCONTRACT$1,765,335EFTAccrual
South AsiaSUBCONTRACT$3,625EFTAccrual
South AsiaSUBCONTRACT$30,531EFTAccrual
South AmericaSUBCONTRACT$32,789WIRAccrual
South AmericaSUBCONTRACT$82,320EFTAccrual
South AmericaSUBCONTRACT$50,759ACHAccrual
South AmericaSUBCONTRACT$660,801EFTAccrual
North America (Canada & Mexico only)SUBCONTRACT$4,500EFTAccrual
North America (Canada & Mexico only)SUBCONTRACT$8,000CHKAccrual
North America (Canada & Mexico only)SUBCONTRACT$359,308WIRAccrual
North America (Canada & Mexico only)SUBCONTRACT$4,500CHKAccrual
North America (Canada & Mexico only)SUBCONTRACT$8,500EFTAccrual
North America (Canada & Mexico only)SUBCONTRACT$21,600EFTAccrual
North America (Canada & Mexico only)SUBCONTRACT$28,119WIRAccrual
North America (Canada & Mexico only)SUBCONTRACT$38,181WIRAccrual
North America (Canada & Mexico only)SUBCONTRACT$252,295EFTAccrual
North America (Canada & Mexico only)SUBCONTRACT$5,000EFTAccrual
North America (Canada & Mexico only)SUBCONTRACT$179,992EFTAccrual
North America (Canada & Mexico only)SUBCONTRACT$154,770EFTAccrual
Europe (Including Iceland and Greenland)SUBCONTRACT$139,359EFTAccrual
South AmericaSUBCONTRACT$93,691EFTAccrual
South AmericaSUBCONTRACT$60,850ACHAccrual
East Asia and the PacificSUBCONTRACT$500EFTAccrual
East Asia and the PacificSUBCONTRACT$158,504EFTAccrual
Sub-Saharan AfricaSUBCONTRACT$1,067EFTAccrual
Europe (Including Iceland and Greenland)SUBCONTRACT$383,761EFTAccrual
Europe (Including Iceland and Greenland)SUBCONTRACT$42,920EFTAccrual
Europe (Including Iceland and Greenland)SUBCONTRACT$124,906EFTAccrual
Europe (Including Iceland and Greenland)SUBCONTRACT$52,499EFTAccrual
Europe (Including Iceland and Greenland)SUBCONTRACT$192,534EFTAccrual
Middle East and North AfricaSUBCONTRACT$17,663EFTAccrual
Europe (Including Iceland and Greenland)SUBCONTRACT$327,770EFTAccrual
Europe (Including Iceland and Greenland)SUBCONTRACT$109,879EFTAccrual
Europe (Including Iceland and Greenland)SUBCONTRACT$71,647EFTAccrual
Europe (Including Iceland and Greenland)SUBCONTRACT$300,319EFTAccrual
Sub-Saharan AfricaSUBCONTRACT$6,278EFTAccrual
Sub-Saharan AfricaSUBCONTRACT$27,841EFTAccrual
Sub-Saharan AfricaSUBCONTRACT$52,739EFTAccrual
Sub-Saharan AfricaSUBCONTRACT$60,524EFTAccrual
Europe (Including Iceland and Greenland)SUBCONTRACT$133,700EFTAccrual
Europe (Including Iceland and Greenland)SUBCONTRACT$77,892EFTAccrual
Europe (Including Iceland and Greenland)SUBCONTRACT$21,599EFTAccrual
Europe (Including Iceland and Greenland)SUBCONTRACT$137,576EFTAccrual
Europe (Including Iceland and Greenland)SUBCONTRACT$464,806WIRAccrual
Europe (Including Iceland and Greenland)SUBCONTRACT$61,670EFTAccrual
Europe (Including Iceland and Greenland)SUBCONTRACT$82,433EFTAccrual
Europe (Including Iceland and Greenland)SUBCONTRACT$106,977EFTAccrual
Europe (Including Iceland and Greenland)SUBCONTRACT$51,516WIRAccrual
Europe (Including Iceland and Greenland)SUBCONTRACT$260,685EFTAccrual
Europe (Including Iceland and Greenland)SUBCONTRACT$3,244,788EFTAccrual
Russia and Neighboring StatesSUBCONTRACT$69,008WIRAccrual
Russia and Neighboring StatesSUBCONTRACT$481,962WIRAccrual
Russia and Neighboring StatesSUBCONTRACT$11,016WIRAccrual
Russia and Neighboring StatesSUBCONTRACT$2,562EFTAccrual
Russia and Neighboring StatesSUBCONTRACT$1,296WIRAccrual
Sub-Saharan AfricaSUBCONTRACT$48,438WIRAccrual
Sub-Saharan AfricaSUBCONTRACT$96,875WIRAccrual
Central America and the CaribbeanSUBCONTRACT$216,300WIRAccrual
Central America and the CaribbeanSUBCONTRACT$304,995WIRAccrual
Central America and the CaribbeanSUBCONTRACT$195,980WIRAccrual
Europe (Including Iceland and Greenland)SUBCONTRACT$8,500EFTAccrual
South AsiaSUBCONTRACT$45,979EFTAccrual
South AsiaSUBCONTRACT$809WIRAccrual
South AsiaSUBCONTRACT$78,710WIRAccrual
South AsiaSUBCONTRACT$128,312ACHAccrual
South AsiaSUBCONTRACT$27,827EFTAccrual
South AsiaSUBCONTRACT$660,841EFTAccrual
South AsiaSUBCONTRACT$1,248,558EFTAccrual
South AsiaSUBCONTRACT$45,798EFTAccrual
South AsiaSUBCONTRACT$48,225EFTAccrual
South AsiaSUBCONTRACT$171,355WIRAccrual
Middle East and North AfricaSUBCONTRACT$130,546EFTAccrual
Sub-Saharan AfricaSUBCONTRACT$4,837WIRAccrual
Sub-Saharan AfricaSUBCONTRACT$116,421EFTAccrual
Sub-Saharan AfricaSUBCONTRACT$4,522EFTAccrual
Sub-Saharan AfricaSUBCONTRACT$324,733EFTAccrual
Sub-Saharan AfricaSUBCONTRACT$6,250EFTAccrual
Sub-Saharan AfricaSUBCONTRACT$8,012EFTAccrual
Sub-Saharan AfricaSUBCONTRACT$15,049EFTAccrual
Sub-Saharan AfricaSUBCONTRACT$70,745EFTAccrual
Sub-Saharan AfricaSUBCONTRACT$75,293EFTAccrual
Sub-Saharan AfricaSUBCONTRACT$61,740EFTAccrual
North America (Canada & Mexico only)SUBCONTRACT$327,514EFTAccrual
East Asia and the PacificSUBCONTRACT$46,233EFTAccrual
East Asia and the PacificSUBCONTRACT$35,180WIRAccrual
Sub-Saharan AfricaSUBCONTRACT$2,379,874EFTAccrual
Sub-Saharan AfricaSUBCONTRACT$126,694EFTAccrual
Sub-Saharan AfricaSUBCONTRACT$48,466WIRAccrual
Sub-Saharan AfricaSUBCONTRACT$79,950WIRAccrual
Sub-Saharan AfricaSUBCONTRACT$35,668EFTAccrual
Sub-Saharan AfricaSUBCONTRACT$324,415EFTAccrual
Sub-Saharan AfricaSUBCONTRACT$6,491EFTAccrual
Sub-Saharan AfricaSUBCONTRACT$6,717WIRAccrual
Sub-Saharan AfricaSUBCONTRACT$1,039,885WIRAccrual
Sub-Saharan AfricaSUBCONTRACT$61,619WIRAccrual
Sub-Saharan AfricaSUBCONTRACT$125,085EFTAccrual
Sub-Saharan AfricaSUBCONTRACT$418,303WIRAccrual
Sub-Saharan AfricaSUBCONTRACT$73,445EFTAccrual
Sub-Saharan AfricaSUBCONTRACT$3,749WIRAccrual
Sub-Saharan AfricaSUBCONTRACT$157,009WIRAccrual
Sub-Saharan AfricaSUBCONTRACT$22,757WIRAccrual
Europe (Including Iceland and Greenland)SUBCONTRACT$80,965EFTAccrual
South AsiaSUBCONTRACT$42,413WIRAccrual
South AmericaSUBCONTRACT$126,607ACHAccrual
South AmericaSUBCONTRACT$35,334EFTAccrual
East Asia and the PacificSUBCONTRACT$20,149EFTAccrual
East Asia and the PacificSUBCONTRACT$899,672EFTAccrual
East Asia and the PacificSUBCONTRACT$328,728EFTAccrual
Sub-Saharan AfricaSUBCONTRACT$110,961EFTAccrual
Sub-Saharan AfricaSUBCONTRACT$232,952EFTAccrual
Sub-Saharan AfricaSUBCONTRACT$6,250WIRAccrual
Sub-Saharan AfricaSUBCONTRACT$248,373WIRAccrual
Sub-Saharan AfricaSUBCONTRACT$5,089EFTAccrual
Europe (Including Iceland and Greenland)SUBCONTRACT$24,766WIRAccrual
Europe (Including Iceland and Greenland)SUBCONTRACT$749,193EFTAccrual
East Asia and the PacificSUBCONTRACT$79,005EFTAccrual
Sub-Saharan AfricaSUBCONTRACT$155,332EFTAccrual
Sub-Saharan AfricaSUBCONTRACT$72,725EFTAccrual
Sub-Saharan AfricaSUBCONTRACT$50,262EFTAccrual
Sub-Saharan AfricaSUBCONTRACT$99,875WIRAccrual
East Asia and the PacificSUBCONTRACT$217,309EFTAccrual
East Asia and the PacificSUBCONTRACT$75,000EFTAccrual
Sub-Saharan AfricaSUBCONTRACT$5,000EFTAccrual
Sub-Saharan AfricaSUBCONTRACT$3,050EFTAccrual
Sub-Saharan AfricaSUBCONTRACT$475,525EFTAccrual
Sub-Saharan AfricaSUBCONTRACT$67,500EFTAccrual
Sub-Saharan AfricaSUBCONTRACT$7,002EFTAccrual
Sub-Saharan AfricaSUBCONTRACT$680,199EFTAccrual
Sub-Saharan AfricaSUBCONTRACT$2,784,274EFTAccrual
Sub-Saharan AfricaSUBCONTRACT$28,473EFTAccrual
Sub-Saharan AfricaSUBCONTRACT$96,928EFTAccrual
Sub-Saharan AfricaSUBCONTRACT$6,250EFTAccrual
FieldValueIRS element (for citing)
Total501c3 Org140Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt
Transfer To Foreign CorpYes (true)TransferToForeignCorpInd
Interest In Foreign TrustfalseInterestInForeignTrustInd
Foreign Corp OwnershipYes (true)ForeignCorpOwnershipInd
Passive Foreign Investmest CoYes (true)PassiveForeignInvestmestCoInd
Foreign PartnershipYes (true)ForeignPartnershipInd
Boycott CountriesYes (true)BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule F, Part I, Line 2 Procedures for monitoring use of grant fundsPROCESS FOR MONITORING THE USE OF GRANT FUNDS OUTSIDE THE U.S. EMORY USES STANDARD OPERATING PROCEDURES FOR EACH GRANT AGREEMENT THAT INCLUDES REGULAR MONITORING OF ACTIVITY MILESTONES, BUDGETS, AND EXPENDITURES. EMORY UNIVERSITY ALSO REQUIRES LEGAL SUBCONTRACTS THAT INCLUDE DETAILED ACTIVITY AND BUDGET MILESTONES. TECHNICAL AND FINANCIAL REPORTS ARE REVIEWED CLOSELY. EMORY UNIVERSITY IS RESPONSIBLE FOR ENSURING THAT IT COMMUNICATES THE RELEVANT AND NECESSARY INFORMATION CONTAINED IN THE AWARD DOCUMENT TO THE SUBRECIPIENTS. THE OFFICE OF SPONSORED PROGRAMS MAINTAINS A COPY OF THE SUBCONTRACT AGREEMENT, WHICH STIPULATES THE TERMS OF THE AWARD AND IS SIGNED BY REPRESENTATIVES OF BOTH EMORY UNIVERSITY AND THE SUBRECIPIENT ORGANIZATION. THIS AGREEMENT INDICATES THAT THE SUBRECIPIENT UNDERSTANDS AND IS AWARE OF THE AWARD REQUIREMENTS. IN ADDITION, IF THERE ARE ANY FURTHER CHANGES TO THE AGREEMENT, AN AMENDMENT TO THE AGREEMENT IS GENERATED AND SIGNED BY THE REPRESENTATIVE OF EMORY UNIVERSITY AND THE SUBRECIPIENT.
Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statementsCENTRAL AMERICA AND THE CARIBBEAN-Accrual; EAST ASIA AND THE PACIFIC-Accrual; EUROPE (INCLUDING ICELAND AND GREENLAND)-Accrual; MIDDLE EAST AND NORTH AFRICA-Accrual; NORTH AMERICA (CANADA & MEXICO ONLY)-Accrual; RUSSIA AND NEIGHBORING STATES-Accrual; SOUTH AMERICA-Accrual; SOUTH ASIA-Accrual; SUB-SAHARAN AFRICA-Accrual
Schedule F, Part II, Line 1 Method used to account for expenditures on org's financial statementsCENTRAL AMERICA AND THE CARIBBEAN-Accrual; EAST ASIA AND THE PACIFIC-Accrual; EUROPE (INCLUDING ICELAND AND GREENLAND)-Accrual; MIDDLE EAST AND NORTH AFRICA-Accrual; NORTH AMERICA (CANADA & MEXICO ONLY)-Accrual; RUSSIA AND NEIGHBORING STATES-Accrual; SOUTH AMERICA-Accrual; SOUTH ASIA-Accrual; SUB-SAHARAN AFRICA-Accrual

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1A FAMILY AFFAIREvent1Nm
Gross Receipts Event1$2,243,290GrossReceiptsEvent1Amt
Charitable Contri Event1$2,193,490CharitableContriEvent1Amt
Gross Revenue Event1$49,800GrossRevenueEvent1Amt
Cash Prizes Event1$6,800CashPrizesEvent1Amt
Non Cash Prizes Event1$0NonCashPrizesEvent1Amt
Rent Facility Costs Event1$0RentFacilityCostsEvent1Amt
Food And Beverage Event1$0FoodAndBeverageEvent1Amt
Entertainment Event1$0EntertainmentEvent1Amt
Other Direct Expenses Event1$184,013OtherDirectExpensesEvent1Amt
Event2WINSHIP GALAEvent2Nm
Gross Receipts Event2$1,827,744GrossReceiptsEvent2Amt
Charitable Contri Event2$1,823,144CharitableContriEvent2Amt
Gross Revenue Event2$4,600GrossRevenueEvent2Amt
Cash Prizes Event2$18,704CashPrizesEvent2Amt
Non Cash Prizes Event2$0NonCashPrizesEvent2Amt
Rent Facility Costs Event2$0RentFacilityCostsEvent2Amt
Food And Beverage Event2$0FoodAndBeverageEvent2Amt
Entertainment Event2$0EntertainmentEvent2Amt
Other Direct Expenses Event2$399,934OtherDirectExpensesEvent2Amt
Other Events Total3OtherEventsTotalCnt
Gross Receipts Other Events$1,580,020GrossReceiptsOtherEventsAmt
Charitable Contri Other Events$1,332,237CharitableContriOtherEventsAmt
Gross Revenue Other Events$247,783GrossRevenueOtherEventsAmt
Cash Prizes Other Events$68,338CashPrizesOtherEventsAmt
Non Cash Prizes Other Events$0NonCashPrizesOtherEventsAmt
Rent Fclty Costs Other Events$0RentFcltyCostsOtherEventsAmt
Food And Beverage Other Events$0FoodAndBeverageOtherEventsAmt
Entertainment Other Events$0EntertainmentOtherEventsAmt
Oth Direct Expnss Other Events$444,283OthDirectExpnssOtherEventsAmt
Gross Receipts Total$5,651,054GrossReceiptsTotalAmt
Charitable Contributions Tot$5,348,871CharitableContributionsTotAmt
Gross Revenue Total Events$302,183GrossRevenueTotalEventsAmt
Cash Prizes Total Events$93,842CashPrizesTotalEventsAmt
Non Cash Prizes Total Events$0NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events$0RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$0FoodAndBeverageTotalEventsAmt
Entertainment Total Events$0EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$1,028,230OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$1,122,072DirectExpenseSummaryEventsAmt
Net Income Summary-$819,889NetIncomeSummaryAmt

Schedule H IRS990ScheduleH

FieldValueIRS element (for citing)
Financial Assistance PolicyYes (true)FinancialAssistancePolicyInd
Written PolicyYes (true)WrittenPolicyInd
All Hospitals PolicyYes (X)AllHospitalsPolicyInd
FPG Reference Free CareYes (true)FPGReferenceFreeCareInd

Free Care Oth Percentage FreeCareOthPercentageGrp

FieldValueIRS element (for citing)
OtherYes (X)OtherInd
Free Care Other0FreeCareOtherPct
FieldValueIRS element (for citing)
FPG Reference Discounted CareYes (true)FPGReferenceDiscountedCareInd

Discounted Care Oth Percentage DiscountedCareOthPercentageGrp

FieldValueIRS element (for citing)
OtherYes (X)OtherInd
Discounted Care Other0DiscountedCareOtherPct
FieldValueIRS element (for citing)
Free Care Medically IndigentYes (true)FreeCareMedicallyIndigentInd
Financial Assistance BudgetYes (true)FinancialAssistanceBudgetInd
Expenses Exceed BudgetfalseExpensesExceedBudgetInd
Annual Community Bnft ReportYes (true)AnnualCommunityBnftReportInd
Report Publically AvailableYes (true)ReportPublicallyAvailableInd

Financial Assistance At Cost Typ FinancialAssistanceAtCostTyp

FieldValueIRS element (for citing)
Total Community Benefit Expns$61,050,488TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$0DirectOffsettingRevenueAmt
Net Community Benefit Expns$61,050,488NetCommunityBenefitExpnsAmt
Total Expense0.00874TotalExpensePct

Unreimbursed Medicaid UnreimbursedMedicaidGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$239,824,944TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$248,377,191DirectOffsettingRevenueAmt
Net Community Benefit Expns$0NetCommunityBenefitExpnsAmt
Total Expense0.0TotalExpensePct

Unreimbursed Costs UnreimbursedCostsGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$0TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$0DirectOffsettingRevenueAmt
Net Community Benefit Expns$0NetCommunityBenefitExpnsAmt
Total Expense0.0TotalExpensePct

Total Financial Assistance Typ TotalFinancialAssistanceTyp

FieldValueIRS element (for citing)
Activities Or Programs0ActivitiesOrProgramsCnt
Persons Served0PersonsServedCnt
Total Community Benefit Expns$300,875,432TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$248,377,191DirectOffsettingRevenueAmt
Net Community Benefit Expns$61,050,488NetCommunityBenefitExpnsAmt
Total Expense0.00874TotalExpensePct

Community Health Services CommunityHealthServicesGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$3,387,508TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$0DirectOffsettingRevenueAmt
Net Community Benefit Expns$3,387,508NetCommunityBenefitExpnsAmt
Total Expense0.00048TotalExpensePct

Health Professions Education HealthProfessionsEducationGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$768,701,578TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$93,377,452DirectOffsettingRevenueAmt
Net Community Benefit Expns$675,324,126NetCommunityBenefitExpnsAmt
Total Expense0.09665TotalExpensePct

Subsidized Health Services SubsidizedHealthServicesGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$320,001,635TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$288,747,994DirectOffsettingRevenueAmt
Net Community Benefit Expns$31,253,641NetCommunityBenefitExpnsAmt
Total Expense0.00447TotalExpensePct

Research ResearchGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$1,079,106,894TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$857,627,111DirectOffsettingRevenueAmt
Net Community Benefit Expns$221,479,783NetCommunityBenefitExpnsAmt
Total Expense0.03170TotalExpensePct

Cash And In Kind Contributions CashAndInKindContributionsGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$102,756TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$0DirectOffsettingRevenueAmt
Net Community Benefit Expns$102,756NetCommunityBenefitExpnsAmt
Total Expense0.00001TotalExpensePct

Total Other Benefits TotalOtherBenefitsGrp

FieldValueIRS element (for citing)
Activities Or Programs0ActivitiesOrProgramsCnt
Persons Served0PersonsServedCnt
Total Community Benefit Expns$2,171,300,371TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$1,239,752,557DirectOffsettingRevenueAmt
Net Community Benefit Expns$931,547,814NetCommunityBenefitExpnsAmt
Total Expense0.13331TotalExpensePct

Total Community Benefits TotalCommunityBenefitsGrp

FieldValueIRS element (for citing)
Activities Or Programs0ActivitiesOrProgramsCnt
Persons Served0PersonsServedCnt
Total Community Benefit Expns$2,472,175,803TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$1,488,129,748DirectOffsettingRevenueAmt
Net Community Benefit Expns$992,598,302NetCommunityBenefitExpnsAmt
Total Expense0.14205TotalExpensePct

Physical Imprv And Housing PhysicalImprvAndHousingGrp

FieldValueIRS element (for citing)
Net Community Benefit Expns$0NetCommunityBenefitExpnsAmt
Total Expense0.0TotalExpensePct

Economic Development EconomicDevelopmentGrp

FieldValueIRS element (for citing)
Net Community Benefit Expns$0NetCommunityBenefitExpnsAmt
Total Expense0.0TotalExpensePct

Community Support CommunitySupportGrp

FieldValueIRS element (for citing)
Net Community Benefit Expns$0NetCommunityBenefitExpnsAmt
Total Expense0.0TotalExpensePct

Environmental Improvements EnvironmentalImprovementsGrp

FieldValueIRS element (for citing)
Net Community Benefit Expns$0NetCommunityBenefitExpnsAmt
Total Expense0.0TotalExpensePct

Leadership Development LeadershipDevelopmentGrp

FieldValueIRS element (for citing)
Net Community Benefit Expns$0NetCommunityBenefitExpnsAmt
Total Expense0.0TotalExpensePct

Coalition Building CoalitionBuildingGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$12,666TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$12,666NetCommunityBenefitExpnsAmt
Total Expense0.00000TotalExpensePct

Health Improvement Advocacy HealthImprovementAdvocacyGrp

FieldValueIRS element (for citing)
Net Community Benefit Expns$0NetCommunityBenefitExpnsAmt
Total Expense0.0TotalExpensePct

Workforce Development WorkforceDevelopmentGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$21,377TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$21,377NetCommunityBenefitExpnsAmt
Total Expense0.00000TotalExpensePct

Other Communtity Building Acty OtherCommuntityBuildingActyGrp

FieldValueIRS element (for citing)
Net Community Benefit Expns$0NetCommunityBenefitExpnsAmt
Total Expense0.0TotalExpensePct

Total Communtity Building Acty TotalCommuntityBuildingActyGrp

FieldValueIRS element (for citing)
Activities Or Programs0ActivitiesOrProgramsCnt
Persons Served0PersonsServedCnt
Total Community Benefit Expns$34,043TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$0DirectOffsettingRevenueAmt
Net Community Benefit Expns$34,043NetCommunityBenefitExpnsAmt
Total Expense0.00000TotalExpensePct
FieldValueIRS element (for citing)
Bad Debt Expense ReportedYes (true)BadDebtExpenseReportedInd
Bad Debt Expense$216,369,699BadDebtExpenseAmt
Bad Debt Expense Attributable$4,296,669BadDebtExpenseAttributableAmt
Reimbursed By Medicare$520,800,634ReimbursedByMedicareAmt
Cost Of Care Reimbursed By Medcr$649,987,135CostOfCareReimbursedByMedcrAmt
Medicare Surplus Or Shortfall-$129,186,501MedicareSurplusOrShortfallAmt

Costing Methodology Used CostingMethodologyUsedGrp

FieldValueIRS element (for citing)
Cost To Charge RatioYes (X)CostToChargeRatioInd
FieldValueIRS element (for citing)
Written Debt Collection PolicyYes (true)WrittenDebtCollectionPolicyInd
Financial Assistance PrvsnYes (true)FinancialAssistancePrvsnInd
Hospital Facilities4HospitalFacilitiesCnt

Hospital Facilities HospitalFacilitiesGrp (4 entries)

FacilityFacilityNumAddress Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdWebsite AddressWebsiteAddressTxtState LicenseStateLicenseNumLicensed HospitalLicensedHospitalIndGeneral Medical And SurgicalGeneralMedicalAndSurgicalIndTeaching HospitalTeachingHospitalIndResearch FacilityResearchFacilityIndEmergency Room24 HrsEmergencyRoom24HrsIndFacility Reporting GroupFacilityReportingGroupCd
EMORY UNIVERSITY HOSPITAL
11364 CLIFTON ROAD NEATLANTAGA30322www.EMORYHEALTHCARE.ORG044-699Yes (X)Yes (X)Yes (X)Yes (X)Yes (X)A
EMORY UNIVERSITY HOSPITAL MIDTOWN
2550 PEACHTREE STREET NEATLANTAGA30308WWW.EMORYHEALTHCARE.ORG060-453Yes (X)Yes (X)Yes (X)Yes (X)Yes (X)A
EMORY UNIVERSITY ORTHOPAEDICS & SPINE
31455 MONTREAL ROAD EASTTUCKERGA30084WWW.EMORYHEALTHCARE.ORG044-636Yes (X)Yes (X)Yes (X)Yes (X)A
EMORY UNIVERSITY HOSPITAL SMYRNA
43949 SOUTH COBB DRIVESMYRNAGA30080WWW.EMORYHEALTHCARE.ORG033-709Yes (X)Yes (X)A

Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp

Hospital Facility Name HospitalFacilityName

FieldValueIRS element (for citing)
Business Name Line1ABusinessNameLine1Txt
FieldValueIRS element (for citing)
Facility4FacilityNum
First Licensed CY Or PYfalseFirstLicensedCYOrPYInd
Tax Exempt Hospital CY Or PYfalseTaxExemptHospitalCYOrPYInd
CHNA ConductedYes (true)CHNAConductedInd
Community DefinitionYes (X)CommunityDefinitionInd
Community DemographicsYes (X)CommunityDemographicsInd
Existing ResourcesYes (X)ExistingResourcesInd
How Data ObtainedYes (X)HowDataObtainedInd
Community Health NeedsYes (X)CommunityHealthNeedsInd
Other Health IssuesYes (X)OtherHealthIssuesInd
Community Hlth Needs Id ProcessYes (X)CommunityHlthNeedsIdProcessInd
Consulting ProcessYes (X)ConsultingProcessInd
Prior CHNA ImpactYes (X)PriorCHNAImpactInd
OtherYes (X)OtherInd
CHNA Conducted24CHNAConductedYr
Take Into Account Others InputYes (true)TakeIntoAccountOthersInputInd
CHNA Conducted With Other FcltsYes (true)CHNAConductedWithOtherFcltsInd
CHNA Conducted With Non FcltsYes (true)CHNAConductedWithNonFcltsInd
CHNA Report Widely AvailableYes (true)CHNAReportWidelyAvailableInd
Rpt Available On Own WebsiteYes (X)RptAvailableOnOwnWebsiteInd
Own Website URLEMORYHEALTHCARE.ORG/COMMUNITY/INDEX.HTMLOwnWebsiteURLTxt
Paper Copy Public InspectionYes (X)PaperCopyPublicInspectionInd
Rpt Available Thru Other MethodYes (X)RptAvailableThruOtherMethodInd
Implementation Strategy AdoptYes (true)ImplementationStrategyAdoptInd
Implementation Strategy Adpt24ImplementationStrategyAdptYr
Strategy Posted WebsiteYes (true)StrategyPostedWebsiteInd
Strategy Website URLEMORYHEALTHCARE.ORG/COMMUNITY/INDEX.HTMLStrategyWebsiteURLTxt
Organization Incur Excise TaxfalseOrganizationIncurExciseTaxInd
Elig Criteria ExplainedYes (true)EligCriteriaExplainedInd
FPG Family Incm Lmt Free DscntYes (X)FPGFamilyIncmLmtFreeDscntInd
FPG Family Incm Lmt Free Care0FPGFamilyIncmLmtFreeCarePct
FPG Family Incm Lmt Dscnt Care0FPGFamilyIncmLmtDscntCarePct
Income Level CriteriaYes (X)IncomeLevelCriteriaInd
Medical Indigency CriteriaYes (X)MedicalIndigencyCriteriaInd
Insurance Status CriteriaYes (X)InsuranceStatusCriteriaInd
Underinsurance Stat CriteriaYes (X)UnderinsuranceStatCriteriaInd
Residency CriteriaYes (X)ResidencyCriteriaInd
Explained BasisYes (true)ExplainedBasisInd
App Financial Asst ExplnYes (true)AppFinancialAsstExplnInd
Described InfoYes (X)DescribedInfoInd
Described Suprt DocYes (X)DescribedSuprtDocInd
Provided Hospital ContactYes (X)ProvidedHospitalContactInd
Other MethodYes (X)OtherMethodInd
Includes Publicity MeasuresYes (true)IncludesPublicityMeasuresInd
FAP Available On WebsiteYes (X)FAPAvailableOnWebsiteInd
FAP Available On Website URLEMORYHEALTHCARE.ORG/PATIENTS-VISITORS/INSURANCE-BILLING/FINANCIAL-ASSISTANCEFAPAvailableOnWebsiteURLTxt
FAP App Available On WebsiteYes (X)FAPAppAvailableOnWebsiteInd
FAP App Available On Website URLEMORYHEALTHCARE.ORG/PATIENTS-VISITORS/INSURANCE-BILLING/FINANCIAL-ASSISTANCEFAPAppAvailableOnWebsiteURLTxt
FAP Summary On WebsiteYes (X)FAPSummaryOnWebsiteInd
FAP Summary On Website URLEMORYHEALTHCARE.ORG/PATIENTS-VISITORS/INSURANCE-BILLING/FINANCIAL-ASSISTANCEFAPSummaryOnWebsiteURLTxt
FAP Avlbl On Request No ChargeYes (X)FAPAvlblOnRequestNoChargeInd
FAP App Avlbl On Request No ChrgYes (X)FAPAppAvlblOnRequestNoChrgInd
FAP Sum Avlbl On Request No ChrgYes (X)FAPSumAvlblOnRequestNoChrgInd
Notified FAP Copy Bill DisplayYes (X)NotifiedFAPCopyBillDisplayInd
Communtity Notified FAPYes (X)CommuntityNotifiedFAPInd
FAP TranslatedYes (X)FAPTranslatedInd
Other PublicityYes (X)OtherPublicityInd
FAP Actions On NonpaymentYes (true)FAPActionsOnNonpaymentInd
Permit No ActionsYes (X)PermitNoActionsInd
Collection ActivitiesfalseCollectionActivitiesInd
Provided Written NoticeYes (X)ProvidedWrittenNoticeInd
Made Effort Orally NotifyYes (X)MadeEffortOrallyNotifyInd
Processed FAP ApplicationYes (X)ProcessedFAPApplicationInd
Made Presumptive Elig DetermYes (X)MadePresumptiveEligDetermInd
Nondis Emergency Care PolicyYes (true)NondisEmergencyCarePolicyInd
Look Back Medicaid Medcr PrvtYes (X)LookBackMedicaidMedcrPrvtInd
Amounts Generally BilledfalseAmountsGenerallyBilledInd
Gross ChargesfalseGrossChargesInd

Supplemental Information SupplementalInformationGrp (10 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule H, Part V, Section B, Line 3EThe significant health needs of the community were identified and prioritized through the Community Health Needs Assessment ("CHNA").
Schedule H, Part V, Section B, Line 3 Facility A, 1Facility A, 1 - Reporting Group A. COMMUNITY HEALTH NEEDS ASSESSMENT - INPUT FROM COMMUNITY: TO UNDERSTAND THE NEEDS OF THE COMMUNITY WE SERVE, A COMMUNITY HEALTH NEEDS ASSESSMENT WAS CONDUCTED USING QUANTITATIVE DATA (E.G., DEMOGRAPHICS DATA, MORTALITY RATES, MORBIDITY DATA, DISEASE PREVALENCE RATES, HEALTH CARE RESOURCE DATA, ETC.) AND INPUT FROM STAKEHOLDERS REPRESENTING THE BROAD INTEREST OF OUR COMMUNITY (E.G., INDIVIDUALS WITH SPECIAL KNOWLEDGE OF PUBLIC HEALTH, THE NEEDS OF THE UNDERSERVED, LOW-INCOME, AND MINORITY POPULATIONS, THE NEEDS OF POPULATIONS WITH CHRONIC DISEASES, ETC.). FOR MORE INFORMATION SEE APPENDIX B OF THE COMMUNITY HEALTH NEEDS ASSESSMENT AT: EMORYHEALTHCARE.ORG/COMMUNITY/INDEX.HTML
Schedule H, Part V, Section B, Line 5 Facility A, 1Facility A, 1 - Reporting Group A. COMMUNITY STAKEHOLDER INTERVIEWS: A KEY COMPONENT IN THE COMMUNITY HEALTH NEEDS ASSESSMENT IS GATHERING INPUT FROM THE COMMUNITY STAKEHOLDERS. Emory gathered input via an online survey of patients and representatives of various community organizations. THESE STAKEHOLDERS INCLUDED A MIX OF INTERNAL AND EXTERNAL REPRESENTATIVES OF PASTORS, PUBLIC HEALTH OFFICIALS, HEALTH CARE PROVIDERS, SOCIAL SERVICE AGENCY REPRESENTATIVES, GOVERNMENT LEADERS, AND BOARD MEMBERS. DUE TO THEIR PROFESSION, TENURE, AND/OR COMMUNITY INVOLVEMENT, COMMUNITY STAKEHOLDERS OFFER DIVERSE PERSPECTIVES AND INFORMATION TO THE COMMUNITY HEALTH NEEDS ASSESSMENT. THEY ARE INDIVIDUALS AT THE FRONT LINE AND BEYOND THAT CAN BEST IDENTIFY UNMET SOCIAL AND HEALTH NEEDS OF THE COMMUNITY. INTERVIEWS WITH REPRESENTATIVES FROM Community ORGANIZATIONS AND ONE FOCUS GROUP WERE CONDUCTED BY THE WOODRUFF HEALTH SCIENCES CENTER STRATEGIC PLANNING OFFICE. FOR MORE INFORMATION SEE APPENDIX B OF THE COMMUNITY HEALTH NEEDS ASSESSMENT AT: EMORYHEALTHCARE.ORG/COMMUNITY/INDEX.HTML
Schedule H, Part V, Section B, Line 6a Facility A, 1Facility A, 1 - Reporting Group A. COMMUNITY HEALTH NEEDS ASSESSMENT - HOSPITALS INCLUDED: THE COMMUNITY HEALTH NEEDS ASSESSMENT FOR HOSPITALS INCLUDED IN THE EMORY RETURN WERE CONDUCTED BY THE WOODRUFF HEALTH SCIENCES CENTER STRATEGIC PLANNING OFFICE. THE HOSPITALS' COMMUNITY HEALTH NEEDS ASSESSMENTS FOR ADDITIONAL OPERATING UNITS AND AFFILIATES OF EMORY HEALTHCARE INCLUDED: EMORY JOHNS CREEK HOSPITAL EMORY SAINT JOSEPH'S HOSPITAL EMORY DECATUR HOSPITAL EMORY HILLANDALE HOSPITAL EMORY REHABILITATION HOSPITAL EMORY LONG-TERM ACUTE CARE EMORY HOSPITAL PERRY EMORY HOSPITAL Warner Robins
Schedule H, Part V, Section B, Line 6b Facility A, 1Facility A, 1 - Reporting Group A. THE COMMUNITY HEALTH NEEDS ASSESSMENT - ORGANIZATIONS OTHER THAN HOSPITAL FACILITIES: THE COMMUNITY HEALTH NEEDS ASSESSMENT FOR HOSPITALS INCLUDED IN THE EMORY RETURN WERE CONDUCTED BY THE WOODRUFF HEALTH SCIENCES CENTER STRATEGIC PLANNING OFFICE AND INCLUDED ALL OF EMORY HEALTHCARE WHICH CONSISTS OF PHYSICIAN GROUPS AS WELL AS THE HOSPITAL FACILITIES.
Schedule H, Part V, Section B, Line 7 Facility A, 1Facility A, 1 - Reporting Group A. COMMUNITY HEALTH NEEDS ASSESSMENT - AVAILABLE TO PUBLIC: THE COMMUNITY HEALTH NEEDS ASSESSMENT WAS MADE WIDELY AVAILABLE TO THE COMMUNITY AND SHARED WITH ORGANIZATIONS INCLUDING GEORGIA DEPARTMENT OF COMMUNITY HEALTH, GEORGIA DEPARTMENT OF PUBLIC HEALTH, ROLLINS SCHOOL OF PUBLIC HEALTH, AMERICAN CANCER SOCIETY, UNITED WAY OF GREATER ATLANTA, SAINT JOSEPH'S MERCY CARE SERVICES, VISITING NURSE HEALTH SYSTEMS, VISTACARE HOSPICE, GWINNETT SEXUAL ASSAULT CENTER & CHILDREN'S ADVOCACY CENTER, GOOD SHEPHERD CLINIC, THE DRAKE HOUSE, DEKALB COMMUNITY SERVICE BOARD, CITY OF JOHN'S CREEK POLICE DEPARTMENT, CLAYTON COUNTY BOARD OF HEALTH, AREA AGENCY ON AGING WITH ATLANTA REGIONAL COMMISSION, AND ADDITIONAL GROUPS.
Schedule H, Part V, Section B, Line 11 Facility A, 1Facility A, 1 - Reporting Group A. DURING FISCAL YEAR 2025, EMORY HEALTHCARE CONDUCTED COMMUNITY HEALTH NEEDS ASSESSMENTS (CHNAS) TO ASSESS THE NEEDS OF THE COMMUNITIES SERVED BY OUR HOSPITALS. USING THE REPORTS, EACH HOSPITAL IDENTIFIED PRIORITY HEALTH NEEDS FOR ITS COMMUNITY AND DEVELOPED STRATEGIES TO ADDRESS ACTIONABLE WAYS IN WHICH WE PLAN TO AID THOSE WITHIN OUR COMMUNITY. THROUGH THESE STRATEGIES, IT WAS AND CONTINUES TO BE OUR GOAL TO IMPROVE THE HEALTH AND WELL-BEING OF OUR COMMUNITY MEMBERS, WHILE CONTINUALLY DELIVERING OPTIMAL CARE TO OUR PATIENTS. SINCE FISCAL YEAR 2025, EMORY HEALTHCARE HAS SOUGHT TO ADDRESS ALL THE NEEDS IDENTIFIED IN THE FISCAL YEAR 2025 CHNAS THROUGH A VARIETY OF ACTIONS. THE FISCAL YEAR 2025 CHNAS INCLUDE AN ASSESSMENT OF PROGRESS MADE ON THE FISCAL YEAR 2022 IMPLEMENTATION STRATEGY PLANS DEVELOPED BY EACH HOSPITAL. SEE FURTHER DETAILS AT: EMORYHEALTHCARE.ORG/COMMUNITY/INDEX.HTML
Schedule H, Part V, Section B, Line 13 Facility A, 1Facility A, 1 - Reporting Group A. FINANCIAL ASSISTANCE POLICY AND FINANCIAL ASSISTANCE APPLICATIONS ARE DISCUSSED WITH PATIENTS DURING THE FINANCIAL SCREENING PROCESS. ALL PATIENTS ARE SCREENED. AS PART OF THE SCREENING PROCESS, A FINANCIAL ASSISTANCE APPLICATION IS COMPLETED ON BEHALF OF THE PATIENT AND ELIGIBLE PATIENTS ARE NOTIFIED OF THEIR STATUS OF FINANCIAL ASSISTANCE AS EACH APPLICATION IS PROCESSED. Emory ALSO UTILIZEs A MEDICAID ELIGIBILITY VENDOR TO ASSIST PATIENTS IN APPLYING FOR MEDICAID OR OTHER GOVERNMENT PROGRAMS. FINANCIAL ASSISTANCE POLICY PLAIN LANGUAGE SUMMARY FINANCIAL ASSISTANCE APPLICATION ARE LOCATED AT: emoryhealthcare.org/patients-visitors/insurance-billing/financial-assistance
Schedule H, Part V, Section B, Line 15 Facility A, 1Facility A, 1 - Reporting Group A. SAME AS LINE 13B ABOVE
Schedule H, Part V, Section B, Line 16 Facility A, 1Facility A, 1 - Reporting Group A. EMORY HEALTHCARE MAKES THIS FINANCIAL ASSISTANCE POLICY, THE FINANCIAL ASSISTANCE POLICY APPLICATION FORM AND A PLAIN LANGUAGE SUMMARY OF THIS FINANCIAL ASSISTANCE POLICY WIDELY AVAILABLE ON ITS WEBSITE AT: emoryhealthcare.org/patients-visitors/insurance-and-billing/financial-assistance IN BOTH ENGLISH AND SPANISH. IN ADDITION, EMORY HEALTHCARE MAKES PAPER COPIES OF THIS FINANCIAL ASSISTANCE POLICY, THE FINANCIAL ASSISTANCE APPLICATION, THE AMOUNTS GENERALLY BILLED ("AGB") DOCUMENT AND A PLAIN LANGUAGE SUMMARY OF THIS FINANCIAL ASSISTANCE POLICY AVAILABLE, UPON REQUEST AND WITHOUT CHARGE, IN ADMISSIONS AND REGISTRATION AREAS, IN THE EMERGENCY ROOM AND, DURING NORMAL BUSINESS HOURS, AT ALL ITS HOSPITAL LOCATIONS AS WELL AS THE EMORY CLINIC PATIENT ACCESS DEPARTMENT AND EMORY SPECIALTY ASSOCIATES PATIENT ACCESS DEPARTMENT.
FieldValueIRS element (for citing)
Facility3FacilityNum

Oth Hlth Care Fclts Not Hospital OthHlthCareFcltsNotHospitalGrp

Oth Hlth Care Fclts OthHlthCareFcltsGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdFacilityFacilityTxt
EMORY AUTISM CENTER
1551 SHOOP CTDECATURGA30033DIAGNOSTIC EVALUATION
FACULTY STAFF ASSISTANCE PROGRAM
1762 CLIFTON RDATLANTAGA30322FACULTY AND STAFF HEALTHCARE
STUDENT HEALTH & COUNSELING SERVICES
1525 CLIFTON RDATLANTAGA30322STUDENT HEALTHCARE

Supplemental Information Detail SupplementalInformationDetail (20 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule H, Part I, Line 6a COMMUNITY IMPACT REPORTEMORY UNIVERSITY/WOODRUFF HEALTH SCIENCES CENTER COMMUNITY IMPACT REPORT CAN BE FOUND ON THE WEB AT: https://whsc.emory.edu/publications/community-report.html
Schedule H, Part V FACILITY INFORMATIONEMORY UNIVERSITY HOSPITAL, EMORY ORTHOPAEDICS & SPINE HOSPITAL, EMORY UNIVERSITY HOSPITAL MIDTOWN AND EMORY UNIVERSITY HOSPITAL SMYRNA ARE DIRECTLY CONTROLLED OPERATING DIVISIONS OF EMORY UNIVERSITY.
Schedule H, Part I, Line 7 Financial Assistance and Certain Other Community Benefits at CostEMORY UNIVERSITY INCLUDES ONE OF THE NATION'S LEADING ACADEMIC COMPLEXES FOR TEACHING, RESEARCH, AND PATIENT CARE - THE ROBERT W. WOODRUFF HEALTH SCIENCES CENTER (WHSC). THE WHSC INCLUDES EMORY UNIVERSITY SCHOOL OF MEDICINE, NELL HODGSON WOODRUFF SCHOOL OF NURSING, ROLLINS SCHOOL OF PUBLIC HEALTH, WINSHIP CANCER INSTITUTE, Emory NATIONAL PRIMATE RESEARCH CENTER, AND EMORY HEALTHCARE, WHICH IS THE WHSC'S SYSTEM OF HEALTH CARE OPERATIONS. EMORY HEALTHCARE INCLUDES PHYSICIAN GROUPS AS WELL AS THE FOLLOWING HOSPITALS: (1) EIGHT GENERAL AND ACUTE CARE HOSPITALS: EMORY UNIVERSITY HOSPITAL, EMORY UNIVERSITY ORTHOPAEDICS & SPINE HOSPITAL, EMORY UNIVERSITY HOSPITAL MIDTOWN, Emory Decatur Hospital, Emory Hillandale Hospital, Emory Long-Term Acute Care Hospital, Emory Hospital Perry, and Emory Hospital Warner Robbins; and (2) TWO JOINT VENTURES: EMORY-SAINT JOSEPH'S, INC. (WHICH INCLUDES EMORY JOHNS CREEK HOSPITAL, AND SAINT JOSEPH'S HOSPITAL OF ATLANTA, INC.) AND EMORY REHABILITATION HOSPITAL. ALTHOUGH PART OF THE EMORY HEALTHCARE SYSTEM, THE VARIOUS HOSPITALS ARE OPERATING DIVISIONS OF DIFFERENT EMORY ENTITIES. EMORY UNIVERSITY HOSPITAL, EMORY UNIVERSITY ORTHOPAEDICS & SPINE HOSPITAL, AND EMORY UNIVERSITY HOSPITAL MIDTOWN ARE OPERATING DIVISIONS OF EMORY UNIVERSITY. EMORY JOHNS CREEK HOSPITAL AND SAINT JOSEPH'S HOSPITAL of Atlanta ARE PART OF A JOINT VENTURE WITH SAINT JOSEPH'S HEALTH SYSTEM INC. EMORY REHABILITATION HOSPITAL IS PART OF A JOINT VENTURE WITH SELECT MEDICAL CORPORATION. IN ADDITION, EMORY HAS CLOSE WORKING RELATIONSHIPS WITH OTHER HOSPITALS, INCLUDING GRADY MEMORIAL HOSPITAL ("GRADY"), CHILDREN'S HEALTHCARE OF ATLANTA, INC. AND THE ATLANTA VETERANS AFFAIRS MEDICAL CENTER ("ATLANTA VA"). EMORY UNIVERSITY SCHOOL OF MEDICINE IS A MAJOR SUPPLIER OF THE PHYSICIANS (BOTH MEDICAL FACULTY AND PHYSICIAN RESIDENTS IN TRAINING) AT GRADY, PROVIDING 80% OF PHYSICIAN CARE AT THIS FACILITY, WHICH IS ONE OF THE LARGEST PUBLIC HOSPITALS IN THE SOUTHEAST. EMORY UNIVERSITY HOSPITAL, EMORY ORTHOPAEDICS & SPINE HOSPITAL, EMORY UNIVERSITY HOSPITAL MIDTOWN, AS WELL AS GRADY, THE ATLANTA VA, AND CHILDREN'S HEALTHCARE OF ATLANTA, INC. SERVE AS TEACHING FACILITIES FOR THE EMORY UNIVERSITY SCHOOL OF MEDICINE (PROVIDING VENUES FOR RESIDENCY TRAINING) AND EMORY'S NELL HODGSON WOODRUFF SCHOOL OF NURSING (PROVIDING DEDICATED EDUCATION UNITS FOR NURSING STUDENTS). EMORY UNIVERSITY HOSPITAL AND EMORY UNIVERSITY HOSPITAL MIDTOWN ALSO ARE ACTIVE SITES WITHIN THE CLINICAL INTERACTION NETWORK OF THE NIH-SPONSORED ATLANTA CLINICAL & TRANSLATIONAL SCIENCE INSTITUTE (ACTSI), WHICH SEEKS TO MAKE CLINICAL TRIALS FOR NEW TREATMENTS MORE EFFICIENT AND MORE AVAILABLE THROUGHOUT THE COMMUNITY. EMORY IS THE LEAD PARTNER IN ACTSI, WHICH ALSO INVOLVES MOREHOUSE SCHOOL OF MEDICINE AND THE GEORGIA INSTITUTE OF TECHNOLOGY. THROUGH THE EMORY MEDICAL CARE FOUNDATION, INC. (EMCF), WHICH IS CONTROLLED BY EMORY UNIVERSITY, EMORY PHYSICIANS PROVIDED $24.1 MILLION IN UNCOMPENSATED PATIENT CARE TO GRADY IN FY 2025. IN ADDITION, EMCF INVESTS ANY REIMBURSEMENTS THAT EMORY FACULTY DO RECEIVE FOR SERVICES RENDERED AT GRADY TO UPGRADE EQUIPMENT AND SUPPORT VITAL SERVICES PROVIDED BY EMORY PHYSICIANS WORKING AT GRADY. EMCF INVESTED $112 MILLION FOR THIS PURPOSE IN FY 2025. EMORY ALSO PROVIDES 80% OF PHYSICIAN CARE AT CHILDREN'S AT HUGHES SPALDING, A PEDIATRIC HOSPITAL ON GRADY'S CAMPUS OPERATED BY CHILDREN'S HEALTHCARE OF ATLANTA, INC. THE TOTAL FINANCIAL ASSISTANCE AND COMMUNITY BENEFIT ATTRIBUTED TO THE ORGANIZATION IS LOCATED ON PART I, LINE 7 OF SCHEDULE H. FOR A MORE COMPREHENSIVE OVERVIEW OF THE TOTAL FINANCIAL ASSISTANCE AND COMMUNITY BENEFIT PROVIDED BY EMORY HEALTHCARE, PLEASE VIEW THE EMORY UNIVERSITY/WOODRUFF HEALTH SCIENCES CENTER COMMUNITY Impact REPORT AT: https://whsc.emory.edu/publications/community-report.html IN COMPARISON WITH OTHER HOSPITALS IN METRO ATLANTA AND THE SURROUNDING COMMUNITY, EMORY HEALTHCARE HOSPITALS ARE REFERRED A DISPROPORTIONATE NUMBER OF PATIENTS WITH EXTREMELY COMPLEX AND CHALLENGING CONDITIONS. OTHER AREA HOSPITALS ROUTINELY REFER PATIENTS TO EMORY FOR WHOM THEY HAVE NO OTHER TREATMENT RECOURSE. THESE SICKEST-OF-THE-SICK PATIENTS ARE NOT ONLY THE MOST CLINICALLY CHALLENGING BUT ALSO THE MOST COSTLY PATIENTS TO TREAT. AT EMORY, SUCH PATIENTS FIND CLINICIANS DETERMINED TO PROVIDE THE BEST, MOST COMPASSIONATE CARE POSSIBLE REGARDLESS OF THESE PATIENTS' ABILITY TO PAY. EMORY UNIVERSITY HOSPITAL, IN PARTICULAR, IS a 751-bed facility NOTED AS A DESTINATION FOR PATIENTS IN THIS HIGH-ACUITY CATEGORY. THIS HOSPITAL CONTINUES TO Have a CASE-MIX INDEX higher than other academic medical centers. EMORY UNIVERSITY HOSPITAL ALSO PROVIDES SERVICES AND PROCEDURES AVAILABLE NOWHERE ELSE IN THE STATE, INCLUDING HIGH COMPLEX TRANSPLANT PROCEDURES, AMONG OTHERS. EMORY UNIVERSITY HOSPITAL HELPS PIONEER, TEST, AND DEVELOP NEW PROCEDURES THAT EVENTUALLY MAKE THEIR WAY INTO THE BROADER COMMUNITY OF HEALTH CARE PROVIDERS. IN ADDITION, IN PARTNERSHIP WITH THE CENTERS FOR DISEASE CONTROL AND PREVENTION, EMORY UNIVERSITY HOSPITAL HAS A SPECIAL ISOLATION UNIT FOR THE CARE OF PATIENTS WITH SERIOUS COMMUNICABLE DISEASES - SUCH AS CDC EMPLOYEES WHO HAVE CONFIRMED, PROBABLE, OR SUSPECTED INFECTION WITH OR EXPOSURE TO PATHOGENS SUCH AS EBOLA, SMALLPOX, PNEUMONIC PLAGUE, OR SARS THAT ARE ASSOCIATED WITH HIGH INFECTIVITY RATES. EMORY UNIVERSITY HOSPITAL MIDTOWN (EUHM), is a 605-bed facility WHICH INCLUDES A LEVEL III NEONATAL INTENSIVE CARE UNIT AMONG ITS OTHER ICUS, ALSO HAS A CASE-MIX INDEX THAT IS CONSIDERABLY HIGHER THAN THAT OF MOST COMMUNITY HOSPITALS. EMORY UNIVERSITY ORTHOPAEDICS & SPINE HOSPITAL (EUOSH), AN EXTENSION OF EUH'S ACUTE CARE SERVICES, IS A 120-BED FACILITY THAT PROVIDES MEDICAL AND SURGICAL CARE FOR ORTHOPAEDIC AND SPINE PATIENTS AS WELL AS GENERAL ACUTE CARE FOR PATIENTS WITH NONSURGICAL NEEDS. AS A NOT-FOR-PROFIT ACADEMIC MEDICAL CENTER, EUH AND EUOSH ARE COMMITTED TO PROVIDING THE BEST CARE FOR OUR PATIENTS, EDUCATING HEALTH PROFESSIONALS AND LEADERS FOR THE FUTURE, PURSUING DISCOVERY RESEARCH, AND SERVING OUR COMMUNITY. EMORY UNIVERSITY HOSPITAL SMYRNA (EUHS) HAS PROUDLY SERVED THE HEALTH CARE NEEDS OF OUR NEIGHBORS SINCE 1974. EUHS IS AN 88-BED COMMUNITY HOSPITAL THAT IS LOCATED IN SMYRNA (COBB COUNTY) GEORGIA. ORIGINALLY FOUNDED AS SMYRNA HOSPITAL BY A GROUP OF PHYSICIANS IN 1974, ADVENTIST HEALTH SYSTEM ACQUIRED THE HOSPITAL IN 1976, MAKING IT THE FIRST HEALTHCARE INSTITUTION IN THE ATLANTA AREA AFFILIATED WITH THE SEVENTH-DAY ADVENTIST CHURCH. IN 1995, ADVENTIST HEALTH SYSTEM ENTERED INTO A JOINT VENTURE WITH EMORY HEALTHCARE, THUS CREATING THE FIRST HOSPITAL CO-OWNED BY TWO LEADING HEALTHCARE PROVIDERS. THE FACILITY WAS RENAMED EMORY-ADVENTIST HOSPITAL. IN 2015, EMORY UNIVERSITY ACQUIRED EMORY-ADVENTIST HOSPITAL AND RENAMED IT EMORY UNIVERSITY HOSPITAL SMYRNA. THE FACILITY CLOSED in DECEMBER 2024.
Schedule H, Part I, Line 3 Lines 3a, 3b & 3cPlease see the Financial Assistance Policy and plain language summary at emoryhealthcare.org/patients-visitors/insurance-and-billing/financial-assistance
Schedule H, Part I, Line 7g Subsidized Health ServicesEMORY UNIVERSITY HAS INCLUDED $265,127,268 ATTRIBUTABLE TO PURCHASED SERVICES FROM THE EMORY CLINIC, INC. AS PART OF THE REPORTED SUBSIDIZED HEALTH SERVICES TOTAL ON PART I, LINE 7G
Schedule H, Part I, Line 7 Bad Debt Expense excluded from financial assistance calculation216369699
Schedule H, Part III, Line 2 Bad debt expense - methodology used to estimate amountSee Emory University's consolidated audited financial statement footnote #4(h) for a detailed discussion.
Schedule H, Part III, Line 3 Bad Debt Expense MethodologyEmory uses a percentage of total bad debts to determine the estimated amount of charity care portion based on historical numbers.
Schedule H, Part III, Line 4 Bad debt expense - financial statement footnoteEMORY UNIVERSITY'S Consolidated AUDITED FINANCIAL STATEMENT FOOTNOTE #4(h) NET PATIENT SERVICE REVENUE INCLUDES DISCUSSION ON PROVISIONS FOR UNCOLLECTIBLE ACCOUNTS FOR EMORY HEALTHCARE. EMORY UNIVERSITY'S Consolidated AUDITED FINANCIAL STATEMENT FOOTNOTE #1 ORGANIZATION DESCRIBES WHAT IS INCLUDED IN EMORY HEALTHCARE FOR FINANCIAL REPORTING PURPOSES.
Schedule H, Part III, Line 8 Community benefit & methodology for determining medicare costsSHORTFALL IS NOT REPORTED IN LINE 7 COMMUNITY BENEFIT. TO DETERMINE MEDICARE ALLOWABLE COSTS REPORTED IN THE MEDICARE COST REPORT, THE COST-TO-CHARGE RATIO IS APPLIED TO GROSS PATIENT REVENUE ASSOCIATED WITH SERVICES PERFORMED FOR PATIENTS WHO ARE ELIGIBLE FOR MEDICARE.
Schedule H, Part III, Line 9b Collection practices for patients eligible for financial assistanceCREDIT/COLLECTION POLICY REQUIRES ALL ACCOUNTS TO BE REVIEWED FOR POSSIBLE CHARITY WRITE-OFF. COLLECTION PRACTICES ARE NOT UNDERTAKEN WITH RESPECT TO CHARGES RELATED TO SERVICES COVERED BY THE ORGANIZATION'S FINANCIAL ASSISTANCE POLICY.
Schedule H, Part V, Section B, Line 16a FAP websiteA - EMORY UNIVERSITY HOSPITAL: Line 16a URL: EMORYHEALTHCARE.ORG/PATIENTS-VISITORS/INSURANCE-BILLING/FINANCIAL-ASSISTANCE;
Schedule H, Part V, Section B, Line 16b FAP Application websiteA - EMORY UNIVERSITY HOSPITAL: Line 16b URL: EMORYHEALTHCARE.ORG/PATIENTS-VISITORS/INSURANCE-BILLING/FINANCIAL-ASSISTANCE;
Schedule H, Part V, Section B, Line 16c FAP plain language summary websiteA - EMORY UNIVERSITY HOSPITAL: Line 16c URL: EMORYHEALTHCARE.ORG/PATIENTS-VISITORS/INSURANCE-BILLING/FINANCIAL-ASSISTANCE;
Schedule H, Part VI, Line 2 Needs assessmentEMORY HEALTHCARE CURRENTLY CONDUCTS AN EXTENSIVE ANNUAL ENVIRONMENTAL ASSESSMENT, WHICH ENCOMPASSES EACH ENTITY WITHIN THE ORGANIZATION. THIS ASSESSMENT IS UTILIZED TO PLAN THE STRATEGIC DIRECTION FOR THE FOLLOWING FISCAL YEAR. THE ENVIRONMENTAL ASSESSMENT INCLUDES A DETAILED REVIEW OF PATIENT ORIGIN AND PATIENT CHARACTERISTICS, INCLUDING AGE, ETHNICITY, AND PAYER. THE POPULATION DEMOGRAPHICS FOR THE PRIMARY AND SECONDARY SERVICE AREAS ARE ANALYZED. THE ASSESSMENT ALSO INCLUDES A REVIEW OF SERVICES CURRENTLY UTILIZED BY PATIENTS ALONG WITH A FORECAST OF FUTURE SERVICE LINE NEEDS. IN ADDITION TO THIS ASSESSMENT, A DETAILED MEDICAL STAFF DEVELOPMENT ASSESSMENT IS CONDUCTED ANNUALLY TO DETERMINE SPECIALTY NEEDS.
Schedule H, Part VI, Line 3 Patient education of eligibility for assistanceFINANCIAL ASSISTANCE POLICY AND FINANCIAL ASSISTANCE APPLICATIONS ARE DISCUSSED WITH PATIENTS DURING THE FINANCIAL SCREENING PROCESS. ALL PATIENTS ARE SCREENED. AS PART OF THE SCREENING PROCESS, A FINANCIAL ASSISTANCE APPLICATION IS COMPLETED ON BEHALF OF THE PATIENT AND ELIGIBLE PATIENTS ARE NOTIFIED OF THEIR STATUS OF FINANCIAL ASSISTANCE AS EACH APPLICATION IS PROCESSED. EMORY ALSO UTILIZES A MEDICAID ELIGIBILITY VENDOR TO ASSIST PATIENTS IN APPLYING FOR MEDICAID OR OTHER GOVERNMENT PROGRAMS. FINANCIAL ASSISTANCE POLICY PLAIN LANGUAGE SUMMARY FINANCIAL ASSISTANCE APPLICATION ARE LOCATED AT: emoryhealthcare.org/patients-visitors/insurance-billing/financial-assistance
Schedule H, Part VI, Line 4 Community informationAS A TERTIARY CARE FACILITY, EMORY UNIVERSITY HOSPITAL (EUH) DRAWS PATIENTS FROM THROUGHOUT THE STATE OF GEORGIA AND THE SOUTHEAST. FOR THE PURPOSE OF EUH'S COMMUNITY HEALTH NEEDS ASSESSMENT, EUH'S COMMUNITY IS DEFINED AS THE AREA FROM WHICH OVER 55% OF EUH'S INPATIENT ADMISSIONS ORIGINATE. EUH'S COMMUNITY OR PRIMARY SERVICE AREA INCLUDES DEKALB, FULTON, GWINNETT, COBB, HENRY AND CLAYTON COUNTIES IN GEORGIA. AS A TERTIARY CARE FACILITY, EMORY UNIVERSITY HOSPITAL MIDTOWN (EUHM) DRAWS PATIENTS FROM THROUGHOUT THE STATE OF GEORGIA AND THE SOUTHEAST. FOR THE PURPOSE OF EUHM'S COMMUNITY HEALTH NEEDS ASSESSMENT, EUHM'S COMMUNITY IS DEFINED AS THE AREA FROM WHICH OVER 75% OF EUHM'S INPATIENT ADMISSIONS ORIGINATE. EUHM'S COMMUNITY OR PRIMARY SERVICE AREA INCLUDES DEKALB, FULTON, GWINNETT, COBB, HENRY AND CLAYTON COUNTIES IN GEORGIA. AS A TERTIARY CARE FACILITY, EMORY ORTHOPAEDICS & SPINE HOSPITAL (EUOSH) SERVES PATIENTS FROM THROUGHOUT THE STATE OF GEORGIA AND THE SOUTHEAST. FOR THE PURPOSE OF EUOSH'S COMMUNITY HEALTH NEEDS ASSESSMENT, EUOSH'S COMMUNITY IS DEFINED AS THE CONTIGUOUS AREA FROM WHICH OVER 55% OF EUOSH'S INPATIENT ADMISSIONS ORIGINATE. EUOSH'S COMMUNITY OR PRIMARY SERVICE AREA INCLUDES DEKALB, FULTON, GWINNETT, COBB, HENRY, AND CLAYTON COUNTIES. THE EMORY UNIVERSITY HOSPITAL SMYRNA (EUHS) COMMUNITY IS DEFINED AS THE CONTIGUOUS AREA FROM WHICH OVER 75% OF EUHS'S INPATIENT ADMISSIONS ORIGINATE. EUHS'S COMMUNITY OR PRIMARY SERVICE AREA IS COBB COUNTY IN GEORGIA.
Schedule H, Part VI, Line 5 Promotion of community healthFOR MORE INFORMATION PLEASE SEE "COMMUNITY" AS FOUND AT: EMORYHEALTHCARE.ORG/COMMUNITY/INDEX.HTML
Schedule H, Part VI, Line 6 Affiliated health care systemEMORY HEALTHCARE IS THE CLINICAL ENTERPRISE OF THE ROBERT W. WOODRUFF HEALTH SCIENCES CENTER OF EMORY UNIVERSITY, WHICH FOCUSES ON PATIENT CARE, EDUCATION OF HEALTH PROFESSIONALS, RESEARCH ADDRESSING HEALTH AND ILLNESS, AND HEALTH POLICIES FOR PREVENTION AND TREATMENT OF DISEASE. A KEY COMPONENT OF THE WOODRUFF HEALTH SCIENCES CENTER IS THE EMORY UNIVERSITY SCHOOL OF MEDICINE, WHICH HAS BEEN AT THE FOREFRONT OF MEDICAL KNOWLEDGE AND RESEARCH, PIONEERING MANY ADVANCES AND PROCEDURES THAT HAVE CHANGED THE FACE OF MEDICAL HISTORY.
Schedule H, Part VI, Line 7 State filing of community benefit reportGA

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable (362 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxtAddress Line2USAddress/AddressLine2TxtNon Cash AssistanceNonCashAssistanceAmtValuation Method UsedValuationMethodUsedDescNon Cash AssistanceNonCashAssistanceDescBusiness Name Line2RecipientBusinessName/BusinessNameLine2Txt
3KEYS INC
2198 DRESDEN DRCHAMBLEEGA30341581899845501(c)(3)$5,500GRANT
ACADEMY HEALTH
1666 K ST NW STE 1100WASHINGTONDC20006521260918501(c)(3)$7,500GRANT
ACCESS TO ADVANCED HEALTH INSTITUTE
1616 ELAKE AVE 400SEATTLEWA98102911608978501(c)(3)$38,632RESEARCH/SUBCONTRACT
AGNES SCOTT COLLEGE
141 E COLLEGE AVEDECATURGA30030580566116501(c)(3)$8,500GRANT
AID ATLANTA INC
1605 PEACHTREE ST NEATLANTAGA30309581537967501(c)(3)$32,400GRANT
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ALLEN INSTITUTE
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CARLETON COLLEGE
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CASE WESTERN RESERVE UNIVERSITY
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CEDARS-SINAI MEDICAL CENTER
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COLLEGE OF THE MUSCOGEE NATION INC
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CORNELL UNIVERSITY
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COVENANT PRESBYTERIAN CHURCH INC
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DANYA INSTITUTE INC
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DARTMOUTH-HITCHCOCK CLINIC
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DAUGHTERS AGAINST ALZHEIMERS
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ECOGNOSIS LLC
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EQUALITY FEDERATION INSTITUTE
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FLORIDA ATLANTIC UNIVERSITY
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FORS MARSH GROUP LLC
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FRIENDS OF THE NATIONAL INSTITUTE OF NURSING RESEARCH
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GE MEDICAL SYSTEMS
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GEORGETOWN UNIVERSITY
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ICAHN SCHOOL OF MED AT MOUNT SINAI
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INOTIV
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JOURNAL OF EMERGING INVESTIGATORS INC
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LA JOLLA INSTITUTE OF IMMUNOLOGY
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LAGRANGE COLLEGE
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LIGHTOLLER LLC
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LOVELACE BIOMEDICAL RESEARCH INSTITUTE
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LSU HEALTH SCIENCES CTR-NEW ORLEANS
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LSU HEALTH SCIENCES CTR-SHREVEPORT
PO BOX 33932SHREVEPORTLA71130720702002GOVT$158,089RESEARCH/SUBCONTRACT
MASSACHUSETTS INSTITUTE OF TECHNOLOGY
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MAYO CLINIC ARIZONA
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MAYO CLINIC JACKSONVILLE
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MCMURRY UNIVERSITY
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MEDICAL CENTER OF CENTRAL GEORGIA INC
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MEDICAL UNIVERSITY OF SOUTH CAROLINA
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MEDSHAE INTERNATIONAL INC
3240 CLIFTON SPRINGS RDATLANTAGA306280459582433968501(c)(3)MEDICAL SUPPLIES$33,480FMVMEDICAL SUPPLIES
MEMORIAL HEALTH MEADOWS PHYSICIANS
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MEMORIAL SLOAN-KETTERING CANCER CENTER
PO BOX 29035NEW YORKNY10087131924236501(c)(3)$93,811RESEARCH/SUBCONTRACT
MENTAL AND EMOTIONAL RESOURCE CENTER INC
1565 OVERTON PARK AVENUEMEMPHISTN38112810913879501(c)(3)$50,000GRANT
MERCER UNIVERSITY
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1 UNIVERSITY OF NEW MEXICOALBUQUERQUENM87131856000642GOVT$10,492RESEARCH/SUBCONTRACT
UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL
104 AIRPORT DRIVE CB120CHAPEL HILLNC27599566001393GOVT$1,785,624RESEARCH/SUBCONTRACT
UNIVERSITY OF OREGON
5219 UNIVERSITY OF OREGONEUGENEOR97403464727800GOVT$233,616RESEARCH/SUBCONTRACT
UNIVERSITY OF PITTSBURGH
4200 FIFTH AVEPITTSBURGHPA15260250965591501(c)(3)$1,953,541RESEARCH/SUBCONTRACT
UNIVERSITY OF PUERTO RICO
PO BOX 365067 RM B622SAN JUANPR009365067660433762GOVT$130,144RESEARCH/SUBCONTRACT
UNIVERSITY OF ROCHESTER
601 ELMWOOD AVEROCHESTERNY14642160743209GOVT$278,276RESEARCH/SUBCONTRACT
UNIVERSITY OF SAINT JOSEPH
1678 ASYLUM AVENUEWEST HARTFORDCT06117060646829501(c)(3)$39,198RESEARCH/SUBCONTRACT
UNIVERSITY OF SOUTH CAROLINA
1600 HAMPTON STCOLUMBIASC29208576001153GOVT$54,558RESEARCH/SUBCONTRACT
UNIVERSITY OF SOUTH FLORIDA
4202 E FOWLER AVETAMPAFL33620593102112GOVT$163,070RESEARCH/SUBCONTRACT
UNIVERSITY OF SOUTHERN CALIFORNIA
3500 S FIGUEROA STLOS ANGELESCA900898001951642394GOVT$450,965RESEARCH/SUBCONTRACT
UNIVERSITY OF TENNESSEE
1502 CUMBERLAND AVEKNOXVILLETN37996626001636GOVT$507,398RESEARCH/SUBCONTRACT
UNIVERSITY OF TEXAS
110 INNER CAMPUS DR STOP K5300AUSTINTX78712741761309GOVT$477,646RESEARCH/SUBCONTRACT
UNIVERSITY OF TEXAS MEDICAL BRANCH AT GALVESTON
301 UNIVERSITY BLVDGALVESTONTX77555746000949GOVT$1,086,361RESEARCH/SUBCONTRACT
UNIVERSITY OF TEXAS SOUTHWESTERN MEDICAL CENTER
5323 HARRY HINES BLVDDALLASTX75390797926032GOVT$1,747,474RESEARCH/SUBCONTRACT
UNIVERSITY OF VERMONT AND STATE AGRICULTURAL COLLEGE
85 S PROSPECT ST RM 333BURLINGTONVT05405030179440GOVT$48,000RESEARCH/SUBCONTRACT
UNIVERSITY OF WASHINGTON
1410 NE CAMPUS PKWYSEATTLEWA98195916001537GOVT$3,959,815RESEARCH/SUBCONTRACT
UNIVERSITY OF WISCONSIN-MADISON
21 N PARK STREETMADISONWI537151218396006492GOVT$77,079RESEARCH/SUBCONTRACTSTE 6301
UNIVERSITY PHYSICIANS INCORPORATED
DBA UNIVERSITY OF COLORADO MEDICINEAURORACO80045742161737GOVT$650,569RESEARCH/SUBCONTRACTPO BOX 110247
UTAH STATE UNIVERSITY
2400 OLD MAIN HILLLOGANUT84322876000528GOVT$294,736RESEARCH/SUBCONTRACT
UTAH UNIVERSITY OF
201 S PRESIDENTS CIRSALT LAKE CITYUT841129020876000525GOVT$327,389RESEARCH/SUBCONTRACTRM 406
VANDERBILT UNIVERSITY
2301 VANDERBILT PLACENASHVILLETN37240620476822501(c)(3)$391,634RESEARCH/SUBCONTRACT
VANDERBILT UNIVERSITY MEDICAL CENTER
1161 21ST AVE SNASHVILLETN37232352528741501(c)(3)$301,696RESEARCH/SUBCONTRACT
VASTRAX INC
303 WYMAN STWALTHAMMA02451814885499CORP$75,000RESEARCH/SUBCONTRACTSUITE 300
VETERANS HEALTH ADMINISTRATION
1660 S COLUMBIAN WAYSEATTLEWA98108910565166GOVT$51,083RESEARCH/SUBCONTRACT
VETERANS MEDICAL RESEARCH FOUNDATION OF SAN DIEGO
3350 LA JOLLA VILLAGE DRSAN DIEGOCA92161133018939501(c)(3)$9,382RESEARCH/SUBCONTRACT
VIRGINIA COMMONWEALTH UNIVERSITY
800 E LEIGH STRICHMONDVA23284546001758GOVT$280,058RESEARCH/SUBCONTRACTSTE 3100
VIRGINIA POLYTECHNIC INSTITUTE AND STATE UNIVERSITY
300 TURNER ST NW STE 4200BLACKSBURGVA24061546001805GOVT$400,531RESEARCH/SUBCONTRACT
VIRGINIA-HIGHLAND CHURCH UCC
743 VIRGINIA AVE NEATLANTAGA30306582019516501(c)(3)$32,000GRANT
WABE FOUNDATION INC
740 BISMARK RD NEATLANTAGA30324843475573501(c)(3)$50,000GRANTACCTS RECEIVABLE
WAKE FOREST UNIVERSITY HEALTH SCIENCES
MEDICAL CENTER BLVDWINSTONSALEMNC27102223849199501(c)(3)$118,778RESEARCH/SUBCONTRACT
WASHINGTON HOSPITAL CENTER CORPORATION
110 IRVING ST NWWASHINGTONDC20010521272129501(c)(3)$27,091RESEARCH/SUBCONTRACT
WASHINGTON UNIVERSITY
7425 FORSYTH BLVDST LOUISMO63105430653611501(c)(3)$586,862RESEARCH/SUBCONTRACT
WAYNE STATE UNIVERSITY
5700 CASS AVE AAB SUITE 4602DETROITMI48202386028429GOVT$792,106RESEARCH/SUBCONTRACT
WEILL CORNELL MEDICAL COLLEGE
575 LEXINGTON AVE 9TH FLNEW YORKNY10022131623978501(c)(3)$622,022RESEARCH/SUBCONTRACT
WESTAT INC
PO BOX 1004ROCKVILLEMD20850840529566CORP$24,328RESEARCH/SUBCONTRACT
WESTERN WASHINGTON UNIVERSITY
516 HIGH STBELLINGHAMWA98225916000562GOVT$119,635RESEARCH/SUBCONTRACT
WILLIAM MARSH RICE UNIVERSITY
PO BOX 1892HOUSTONTX77251741109620501(c)(3)$301,938RESEARCH/SUBCONTRACT
WORLD HOPE INTERNATIONAL INC
1330 BRADDOCK PLACE SUITE 301ALEXANDRIAVA22314351985485501(c)(3)$1,104,794RESEARCH/SUBCONTRACT
WUQU' KAWOQ SA
PO BOX 91BETHELVT05032208741625501(c)(3)$108,100RESEARCH/SUBCONTRACT
YALE UNIVERSITY
PO BOX 1873NEW HAVENCT06508060646973501(c)(3)$2,979,843RESEARCH/SUBCONTRACT
ALZHEIMER'S DISEASE AND RELATED DISORDERS ASSOCIATION INC
41 PERIMETER CENTER EASTAtlantaGA30346133039601501(C)(3)$7,500GRANT
FieldValueIRS element (for citing)
Total501c3 Org331Total501c3OrgCnt
Total Other Org31TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmt
Emory University grants & assistance11001$372,720,669
ASSISTANCE TO CANCER PATIENTS3000$351,698

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule I, Part IIIEMORY UNIVERSITY'S STUDENT AID AWARDS CONSIST OF NEED-BASED AND MERIT-BASED AWARDS. MERIT-BASED FUNDING IS AWARDED BASED UPON DONOR PREFERENCES AND RESTRICTIONS OR INSTITUTIONAL ACADEMIC CRITERIA. NEED-BASED AID IS AWARDED BASED UPON INSTITUTIONAL METHODOLOGY, A STANDARD NEED ANALYSIS FORMULA GENERALLY PRACTICED BY OTHER PRIVATE, NON-PROFIT PEER INSTITUTIONS. STUDENT FINANCIAL AID IS AWARDED TO STUDENTS FOR EDUCATIONAL PURPOSES. AWARD AMOUNTS ARE CONTROLLED BY EDUCATIONAL COSTS ESTABLISHED BY THE INSTITUTION AND STUDENT PROGRESS IS EVALUATED AT KEY POINTS IN THE STUDENT LIFECYCLE IF THE AWARD HAS CONTINGENCIES THAT REQUIRE SUCH. DISBURSEMENT CONTROLS ARE IN PLACE THAT REQUIRE DIRECT COSTS BE PAID PRIOR TO PROVIDING REFUNDS FOR NON-DIRECT EDUCATIONAL EXPENSES.
Schedule I, Part III, Column (b)ASSISTANCE TO CANCER PATIENTS: GAS CARDS, CAB & UBER RIDES AND OVERNIGHT ACCOMODATIONS ARE PROVIDED TO CANCER PATIENTS IN ACTIVE TREATMENT. THE ESTIMATED NUMBER IS BASED ON AN AVERAGE SPEND PER PATIENT. DETAILED RECORDS ARE NOT MAINTAINED.
Schedule I, Part I, Line 2 Procedures for monitoring use of grant fundsEMORY UNIVERSITY IS RESPONSIBLE FOR ENSURING THAT IT COMMUNICATES THE RELEVANT AND NECESSARY INFORMATION CONTAINED IN SUBCONTRACTED AWARD DOCUMENTS TO THE SUBRECIPIENTS. THE OFFICE OF SPONSORED PROGRAMS MAINTAINS A COPY OF THE SUBCONTRACT AGREEMENT, WHICH STIPULATES THE TERMS OF THE AWARD AND IS SIGNED BY REPRESENTATIVES OF BOTH EMORY UNIVERSITY AND THE SUBRECIPIENT ORGANIZATION. THIS AGREEMENT INDICATES THAT THE SUBRECIPIENT UNDERSTANDS AND IS AWARE OF THE AWARD REQUIREMENTS. IN ADDITION, IF THERE ARE ANY FURTHER CHANGES TO THE AGREEMENT, AN AMENDMENT TO THE AGREEMENT IS GENERATED AND SIGNED BY THE REPRESENTATIVE OF EMORY UNIVERSITY AND THE SUBRECIPIENT.

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
First Class Or Charter TravelYes (X)FirstClassOrCharterTravelInd
Travel For CompanionsYes (X)TravelForCompanionsInd
Idemnification Gross Up PmtsYes (X)IdemnificationGrossUpPmtsInd
Housing Allowance Or ResidenceYes (X)HousingAllowanceOrResidenceInd
Club Dues Or FeesYes (X)ClubDuesOrFeesInd
Written Policy Ref T And E ExpnssYes (true)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (true)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentYes (true)SeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (true)SupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (true)AnyNonFixedPaymentsInd
Initial Contract ExceptionYes (true)InitialContractExceptionInd
Rebuttable Presumption ProcYes (true)RebuttablePresumptionProcInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (54 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
GREGORY FENVES
President$1,760,843$0$408,015$0$175,774$0$572,800$0$107,399$0$3,024,831$0$0$0
JONATHAN S LEWIN MD
Former Officer$521,395$22,687$0$0$1,384,401$32,114$41,699$0$3,848$11,756$1,951,343$66,557$1,377,997$0
STEPHEN D SENCER
Former Officer$0$325,000$0$0$0$0$0$0$0$0$0$325,000$0$0
DAVID STEPHENS MD
Former KEY Employee$615,781$161,330$0$152,692$0$17,639$40,930$0$861$0$657,572$331,661$0$0
CLAIRE STERK
Former Officer$375,295$0$0$0$0$0$31,050$0$13,557$0$419,902$0$0$0
JAN LOVE
Former Officer$472,174$0$0$0$792$0$31,050$0$14,783$0$518,799$0$0$0
BELVA WHITE
Former Officer$511,390$0$0$0$650$0$31,050$0$35,522$0$578,612$0$0$0
AMY ADELMAN
Former Officer$623,504$0$0$0$600$0$31,050$0$22,692$0$677,846$0$0$0
CHRISTOPHER AUGOSTINI
See Schedule J, Part III$1,474,735$751,667$300,000$0$1,348,440$5,000$361,050$0$10,265$20,864$3,494,490$777,531$1,161,590$0
ALLISON DYKES JOHNSON
VP University Secretary$580,378$0$0$0$650$0$31,050$0$43,902$0$655,980$0$0$0
DELBRIDGE KING
VP Human Resources$400,080$0$0$0$0$0$31,050$0$22,583$0$453,713$0$0$0
THERESA MILAZZO
VP Human Resources$423,237$0$0$0$0$0$31,050$0$11,865$0$466,152$0$0$0
SRINIVAS PULAVARTI
VP, Chief Investment Officer$1,152,379$0$3,003,000$0$75,256$0$31,050$0$23,005$0$4,284,690$0$0$0
RAVI BELLAMKONDA
Provost/Exec VP Acad Affairs$991,198$0$0$0$92,035$0$181,118$0$37,574$0$1,301,925$0$0$0
Joon S Lee MD
See Schedule J, Part III$0$2,294,852$0$2,498,173$0$136,185$20,700$0$0$41,566$20,700$4,970,776$0$0
Ravi Thadhani MD MPH
See Schedule J, Part III$2,805,167$0$660,000$1,527,448$267,468$0$45,140$0$11,010$28,322$3,788,785$1,555,770$0$0
John Ellis
Interim Chief Information Officer; Sr Vice Provost for Information Technology$509,148$0$0$0$0$0$31,050$0$10,852$27,079$551,050$27,079$0$0
Bradley Slutsky
SVP General Counsel$1,169,598$0$250,000$0$25,684$0$143,913$0$21,028$0$1,610,223$0$0$0
Pimolrat Thukral
SVP of Finance & Treasury; CFO$295,083$0$211,303$0$0$0$24,375$0$5,174$0$535,935$0$0$0
Lanny Liebeskind
Interim Provost$446,153$0$0$0$0$0$31,050$0$26,023$0$503,226$0$0$0
GREG ANDERSON
Former KEY Employee$55,804$0$0$0$217,734$0$2,856$0$6,437$0$282,831$0$0$0
CARLA CHANDLER
Former KEY Employee$0$0$0$0$0$282,908$0$0$0$0$0$282,908$0$0
BRYCE GARTLAND MD
Former KEY Employee$0$0$0$0$0$587,709$0$0$0$0$0$587,709$0$0
DANIEL OWENS
Former KEY Employee$0$0$0$0$460,891$0$0$0$0$0$460,891$0$0$0
DANE PETERSON
Former KEY Employee$0$3,764$0$0$0$466,667$0$0$0$0$0$470,431$0$0
VIKAS SUKHATME MD
Former KEY Employee$844,094$23,923$143,540$0$3,263$846$33,923$0$33,043$1,323$1,057,863$26,092$0$0
SARA SHOCKLEY
Former KEY Employee$0$350,452$0$254,654$0$317$0$24,150$0$18,683$0$648,256$0$0
CARLA FREEMAN
Former KEY Employee$424,628$0$0$0$0$0$31,050$0$25,053$0$480,731$0$0$0
BRADLEY HAWS
Former KEY Employee$0$1,176$0$0$0$572,000$0$0$0$0$0$573,176$0$0
WILLIAM BORNSTEIN MD
CMO and CQPSO (EHC)$0$40,499$0$16,265$0$494,221$0$2,023$0$1,129$0$554,137$0$623,643
DEBORAH BRUNER
SVP Research$556,883$0$0$0$0$0$31,050$0$27,800$0$615,733$0$0$0
LIZ DAUNT-SAMFORD
CFO University Hospital Division (EHC)$390,294$0$0$130,750$453$25$24,150$0$4,854$20,167$419,751$150,942$0$0
CARLOS DEL RIO MD
Interim Dean School of Medicine$734,040$161,487$154,769$0$0$2,188$36,593$0$651$11,756$926,053$175,431$0$0
PATRICK HAMMOND
Chief Market Services Officer (EHC)$0$618,910$0$718,848$0$96,170$0$24,150$0$47,506$0$1,505,584$0$90,988
JOSHUA R NEWTON
SVP Adv & Alumni Engagement$850,359$0$125,656$0$731,707$0$158,550$0$35,724$0$1,901,996$0$662,432$0
SHARON PAPPAS
Chief Nursing Officer (EHC)$0$534,139$0$595,086$0$87,023$0$20,700$0$28,955$0$1,265,903$0$74,500
MATTHEW WAIN
President University Hospital Division$879,752$0$464,800$408,762$4,457$85,053$20,700$0$4,872$13,712$1,374,581$507,527$85,053$0
ENKU GELAYE
SVP Dean of Campus Life$544,875$0$90,000$0$0$0$31,050$0$38,006$0$703,931$0$0$0
HEATHER HAMBY
CBO, SOM/ASC VP, Clinical Integration$306,306$319,304$0$347,175$650$0$31,050$0$31,348$1,455$369,354$667,934$0$0
Rochester Anderson Jr
Chief HR Officer (EHC)$0$672,143$0$487,684$0$4,233$0$11,823$0$28,931$0$1,204,814$0$0
Alistair Erskine MD MBAFAMIA
Chief Information and Digital Officer (EHC)$1,321,907$0$250,000$475,561$0$0$31,050$0$11,760$28,322$1,614,717$503,883$0$0
Barbara Krauthamer
Dean, Emory College$614,504$0$20,000$0$26,514$0$31,050$0$37,018$0$729,086$0$0$0
Adam C Webb MD
COO EUHM, Board (LF)$607,369$20,667$50,000$249,695$1,738$11,080$26,546$0$7,767$28,051$693,420$309,493$0$0
Elizabeth ALLEN
VP Financial Operations/Corporate Controller (EHC)$0$387,784$0$223,781$0$1,090$0$0$0$2,835$0$615,490$0$0
Laura Belsinger Greaves
VP Financial Planning & Analysis (EHC)$0$384,421$0$203,691$0$453$0$16,762$0$12,861$0$618,188$0$0
Penny Castellano MD
President EHC Physician Group$32,811$971,599$0$613,175$0$26,541$38,878$0$12,906$27,704$84,595$1,639,019$0$0
Pat McCabe
CFO (EHC)$0$625,686$0$150,000$0$504$0$0$0$11,848$0$788,038$0$0
Sandra L Wong MD MS
Dean School of Medicine$828,998$56,833$500,000$201,667$0$0$0$0$1,153$9,702$1,330,151$268,202$0$0
Angel Leon
COO (EUH)$151,083$596,251$245,202$223,966$13,963$1,281$35,596$6,900$23,759$520$469,603$828,918$0$0
FAIZ U AHMAD MD
PHYSICIAN$454,751$750,120$11,587$1,356,057$0$19,434$43,655$0$7,695$28,107$517,688$2,153,718$0$0
DANIEL L BARROW MD
PHYSICIAN$339,863$1,332,770$0$918,433$0$29,204$42,385$0$3,987$20,716$386,235$2,301,123$0$0
JOHN W XEROGEANES MD
PHYSICIAN$0$2,072,010$0$670,000$0$10,691$31,470$0$177$35,163$31,647$2,787,864$0$0
SCOTT Boden MD
Physician$235,646$1,614,059$0$980,498$0$29,603$36,350$0$7,852$20,864$279,848$2,645,024$0$0
George R Painter
Highly Compensated Employee$836,426$0$1,621,333$0$2,243$0$31,050$0$27,104$0$2,518,156$0$0$0

Supplemental Information Detail SupplementalInformationDetail (10 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule J, Part I, Line 1a First-class or charter travelFIRST CLASS TRAVEL IS GENERALLY NOT ALLOWED UNLESS IT IS THE ONLY SEAT AVAILABLE ON A REQUIRED FLIGHT OR IS A MEDICAL NECESSITY FOR THE EMPLOYEE. Nevertheless, certain executives are permitted to FLY FIRST CLASS.
Schedule J, Part I, Line 1a Travel for companionsWITH THE EXCEPTION OF certain executives, REIMBURSEMENT OR PAYMENT OF THE TRAVEL EXPENSES OF AN ELIGIBLE EMPLOYEE'S FAMILY MEMBER MUST NORMALLY BE PRE-APPROVED BY THE PRESIDENT OR APPROPRIATE EXECUTIVE VICE PRESIDENT OR SENIOR VICE PRESIDENT. THE TRAVEL EXPENSES OF AN ELIGIBLE EMPLOYEE'S FAMILY MEMBER MAY BE PAID FOR OR REIMBURSED BY EMORY UNIVERSITY AND ARE NOT INCLUDED IN THE EMPLOYEE'S TAXABLE INCOME, PROVIDED THE EMPLOYEE CAN ESTABLISH THAT THE PRESENCE OF HIS OR HER FAMILY MEMBER SERVES A "BONA FIDE BUSINESS PURPOSE" AS DEFINED IN THE TREASURY REGULATIONS. A FAMILY MEMBER'S PRESENCE IS CONSIDERED TO SERVE A BONA FIDE BUSINESS PURPOSE IF THE INDIVIDUAL HAS A SIGNIFICANT ROLE IN THE PROCEEDINGS OR MAKES AN IMPORTANT CONTRIBUTION TO THE SUCCESS OF THE EVENT. IF ATTENDANCE OF AN ELIGIBLE EMPLOYEE'S FAMILY MEMBER IS DESIRABLE BUT DOES NOT SERVE A BONA FIDE BUSINESS PURPOSE TO EMORY, ANY SUCH PAYMENT OR REIMBURSEMENT FOR SUCH FAMILY MEMBER'S TRAVEL EXPENSES WILL BE A TAXABLE PAYMENT.
Schedule J, Part I, Line 1a Tax indemnification and gross-up paymentsEMORY UNIVERSITY DOES NOT MAKE TAX INDEMNIFICATION OR GROSS-UP PAYMENTS TO EXECUTIVE STAFF MEMBERS UNLESS AGREED TO PRIOR TO PAYMENT.
Schedule J, Part I, Line 1a Housing allowance or residence for personal useEMORY UNIVERSITY PROVIDES AN ON-CAMPUS RESIDENCE FOR THE PRESIDENT. THE PRESIDENT MUST LIVE IN THIS RESIDENCE AS A REQUIREMENT OF THE POSITION AND UTILIZE THE RESIDENCE FOR UNIVERSITY BUSINESS PURPOSES.
Schedule J, Part I, Line 1a Health or social club dues or initiation feesEMORY UNIVERSITY PROVIDES CERTAIN EXECUTIVES WITH TAXABLE COMPENSATION TO REIMBURSE THE EXPENSE OF MEMBERSHIP DUES AND APPROPRIATE INITIATION FEES FOR A SOCIAL OR COUNTRY CLUB USED FOR EMORY UNIVERSITY BUSINESS ENTERTAINMENT PURPOSES. Joshua Newton $4,200 Ravi I Thadhani, MD MPH $11,940 Joon S. Lee, MD $130,100
Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensationESTABLISHING COMPENSATION: THE PRESIDENT'S COMPENSATION IS APPROVED BY THE EXECUTIVE COMPENSATION AND TRUSTEES' CONFLICT OF INTEREST COMMITTEE OF THE EMORY UNIVERSITY BOARD OF TRUSTEES, COMPOSED OF OUTSIDE TRUSTEES. THE RECOMMENDATION IS BASED ON COMPENSATION SURVEY DATA WITH PERIODIC REVIEW BY AN INDEPENDENT COMPENSATION CONSULTANT.
Schedule J, Part I, Line 4a Severance or change-of-control paymentThe following individuals received separation agreement pay: Gregory Anderson $161,578 Carla Chandler $282,908 Bryce Gartland, MD $587,709 Bradley Haws $572,000 Dane Peterson $466,667 Daniel Owens $460,891
Schedule J, Part I, Line 4b Supplemental nonqualified retirement planCERTAIN EMORY EXECUTIVES PARTICIPATE IN A SUPPLEMENTAL RETIREMENT PLAN INTENDED TO MAKE UP FOR LIMITS ON COMPENSATION IN THE QUALIFIED RETIREMENT PLAN. Christopher Augostini $176,850 Ravi V. Bellamkonda $58,991 Gregory Fenves $140,316 Barbara Krauthamer $26,514 Joshua Newton $49,275 Srinivas Pulavarti $75,256 Ravi I Thadhani, MD MPH $254,070
Schedule J, Part I, Line 7 Non-fixed paymentsRetention BONUSES WERE PAID TO CERTAIN Emory EXECUTIVES DURING THE YEAR Alistair Erskine $200,000 Sharon Pappas $270,000 Sara Shockley $25,000 Matthew Wain $364,800 John W. Xerogeanes, MD $150,000
Schedule J, Part I, Line 8 Payments on contract that is subject to the initial contract exceptionPer his employment letter, Srinivas Pulavarti received $3,003,000 in guaranteed incentive compensation. Per his employment agreement, Ravi Bellamkonda received $18,044 in contract payments to make up for lost benefits provided by his previous position. Per employment agreements the following individuals received relocation and/or sign on bonuses: Elizabeth Allen $99,000 Barbara Krauthamer $20,000 Patrick McCabe $25,000 Bradley Slutsky $250,000 Pimolrat Thukral $211,303 Sandra Wong $500,000

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
PRIVATE COLLEGES AND UNIVERSITIES AUTHORITY
A58140778074265LA572013-08-15$214,792,974SEE PART VI - 2013Afalsefalsefalse
PRIVATE COLLEGES AND UNIVERSITIES AUTHORITY
B58140778074265LK232016-09-29$151,433,077SEE PART VI - 2016Afalsefalsefalse
PRIVATE COLLEGES AND UNIVERSITIES AUTHORITY
C58140778074265LM702016-09-29$249,693,667SEE PART VI -2016Bfalsefalsefalse
Private Colleges and Universities Authority
D58140778074265LS412019-08-28$327,814,168See Part VI - 2019ABfalsefalsefalse

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtBond DefeasedBondDefeasedAmtTotal ProceedsTotalProceedsAmtIn Reserve FundInReserveFundAmtCapitalized InterestCapitalizedInterestAmtRefunding EscrowRefundingEscrowAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCredit EnhancementCreditEnhancementAmtWorking Capital ExpendituresWorkingCapitalExpendituresAmtCapital ExpendituresCapitalExpendituresAmtOther Spent ProceedsOtherSpentProceedsAmtUnspentUnspentAmtSubstantial CompletionSubstantialCompletionYrRefunding Tax Exempt BondsRefundingTaxExemptBondsIndRefunding Taxable BondsRefundingTaxableBondsIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintInd
A$28,050,000$0$214,803,734$0$2,745,515$0$1,564,110$0$0$151,525,683$58,968,426$02017Yes (true)Yes (true)Yes (true)Yes (true)
B$0$0$151,460,048$0$5,221,507$0$938,464$0$0$145,300,077$0$02018falsefalseYes (true)Yes (true)
C$38,245,000$0$249,693,667$0$0$0$1,601,876$0$0$0$248,091,791$02017Yes (true)Yes (true)Yes (true)Yes (true)
D$36,890,000$0$327,814,255$0$0$0$1,425,276$0$0$37,891,656$288,497,323$02019Yes (true)Yes (true)Yes (true)Yes (true)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndEngage Bond Counsel ContractsEngageBondCounselContractsIndAny Research AgreementsAnyResearchAgreementsIndEngage Bond Counsel ResearchEngageBondCounselResearchIndPrivate Bus Use By OthersPrivateBusUseByOthersPctPrivate Bus Concerning UBIPrivateBusConcerningUBIPctTotal Private Business UseTotalPrivateBusinessUsePctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndChange In Use Bond Financed PropChangeInUseBondFinancedPropPctRemedial Action TakenRemedialActionTakenIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
AfalseYes (true)Yes (true)Yes (true)Yes (true)Yes (true)0.00640.00.0064falseYes (true)0.0064falseYes (true)
Bfalsefalsefalsefalsefalsefalse0.00.00.0falsefalse0falseYes (true)
CfalseYes (true)Yes (true)Yes (true)Yes (true)Yes (true)0.00290.00.0029falsefalse0falseYes (true)
DfalseYes (true)Yes (true)Yes (true)Yes (true)Yes (true)0.01850.00.0185falsefalse0falseYes (true)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndTerm Of HedgeTermOfHedgePctSuperintegrated HedgeSuperintegratedHedgeIndHedge TerminatedHedgeTerminatedIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndTerm Of GICTermOfGICPctRegulatory Safe Harbor StsfdRegulatorySafeHarborStsfdIndGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsInd
AfalsefalsefalseYes (true)falsefalse0falsefalsefalse0falseYes (true)Yes (true)
BfalsefalsefalseYes (true)falsefalse0falsefalsefalse0falsefalseYes (true)
CfalsefalsefalseYes (true)falsefalse0falsefalsefalse0falseYes (true)Yes (true)
DfalsefalsefalseYes (true)falsefalse0falsefalsefalse0falsefalseYes (true)

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

Bond ReferenceBondReferenceCdProcedures Corrective ActionProceduresCorrectiveActionInd
AYes (true)
BYes (true)
CYes (true)
DYes (true)

Supplemental Information Detail SupplementalInformationDetail (11 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule K, Part I, Column (f) PURPOSE AND ISSUE DATE OF REFUNDED ISSUESA. 2013A - NEW FACILITY CONSTRUCTION AND DEBT REFUNDING: 10/17/2002 (2002A), 09/04/2010 (2010 CP), 08/04/05 (2005A), 08/25/05 (2005C) B. 2016A - NEW FACILITY CONSTRUCTION C. 2016B - DEBT REFUNDING: 06/19/2008 (2008C), 08/04/2005 (2005A), 9/1/2016 (CP) D. 2019AB - New Facility Construction; Refinance 2009B, 2009C, and 2009A (Taxable) issues E. 2020B - Refund 08/25/05 (2005B), 8/25/05 (2005C), 8/15/2013 (2013C) bonds, 9/13/2018 CP (Tax-exempt), 11/29/2018 CP (Taxable) F. 2022AB - New Facility Construction; Refinance 8/15/2013 (2013B) bonds G. 2023A - NEW FACILITY CONSTRUCTION H. 2023B - NEW FACILITY CONSTRUCTION I. 2025A - NEW FACILITY CONSTRUCTION; REFUND 06/02/2020 (2020A TAXABLE) AND 06/02/2020 (2020B TAX-EXEMPT)
Schedule K, Part II, Line 3 SCH K, PART II, LINE 3TOTAL PROCEEDS OF ISSUE THE PART I, COLUMN (E) "ISSUE PRICE" DOES NOT AGREE WITH THE PART II, LINE 3 "TOTAL PROCEEDS OF ISSUE" FOR CERTAIN BONDS DUE TO THE INCLUSION OF INVESTMENT EARNINGS ON THE PROCEEDS ACCOUNTS. THE CUMULATIVE INVESTMENT EARNINGS INCLUDED IN PART II, LINE 3 ARE AS FOLLOWS: PRIVATE COLLEGES AND UNIVERSITIES CUSIP # 74265LA57 (2013A) $10,761 PRIVATE COLLEGES AND UNIVERSITIES CUSIP # 74265LK23 (2016A) $26,970 PRIVATE COLLEGES AND UNIVERSITIES CUSIP # 74265LS41 (2019AB) $87 PRIVATE COLLEGES AND UNIVERSITIES CUSIP # 74265lu22 (2020B) $5,371 PRIVATE COLLEGES AND UNIVERSITIES CUSIP # 74265L2L1 (2022AB) $6,474,354 PRIVATE COLLEGES AND UNIVERSITIES CUSIP # 74265L2L1 (2023A) $13 Private Colleges and Universitites CUSIP # 74265L2Z0 (2023B) $3,931,371 PRIVATE COLLEGES AND UNIVERSITIES CUSPI # 74265L2L1 (2025A) $1,772,086
Schedule K, Part IV, Line 6 SCH K, PART IV, LINE 6A PORTION OF THE PROCEEDS OF THE SERIES 2013A AND 2016B BONDS WERE USED TO ADVANCE REFUND PRIOR OBLIGATIONS, AND THEREFORE, GROSS PROCEEDS WERE INVESTED BEYOND AN AVAILABLE TEMPORARY PERIOD. HOWEVER, THE PROCEEDS USED IN THE ADVANCE REFUNDING WERE YIELD RESTRICTED IN ACCORDANCE WITH THE CODE AND TREASURY REGULATIONS.
Schedule K, Part II, Line 11 OTHER SPENT PROCEEDSOTHER SPENT PROCEEDS ARE THE REFUNDING PROCEEDS OF THE ISSUE THAT ARE NO LONGER IN ESCROW.
Schedule K, Part IV, Line 2c COLUMN AIssuer name: PRIVATE COLLEGES AND UNIVERSITIES AUTHORITY The calculation for computing no rebate due was performed on 08/15/2018
Schedule K, Part IV, Line 2c COLUMN BIssuer name: PRIVATE COLLEGES AND UNIVERSITIES AUTHORITY The calculation for computing no rebate due was performed on 12/27/2021
Schedule K, Part IV, Line 2c COLUMN CIssuer name: PRIVATE COLLEGES AND UNIVERSITIES AUTHORITY The calculation for computing no rebate due was performed on 12/27/2021
Schedule K, Part IV, Line 2c COLUMN DIssuer name: Private Colleges and Universities Authority The calculation for computing no rebate due was performed on 12/27/2021
Schedule K, Part IV, Line 2c COLUMN AIssuer name: Private Colleges and Universities Authority The calculation for computing no rebate due was performed on 12/28/2021
Schedule K, Part IV, Line 2c COLUMN CIssuer name: PRIVATE COLLEGES AND UNIVERSITIES AUTHORITY The calculation for computing no rebate due was performed on 08/15/2025
Schedule K, Part IV, Line 2c COLUMN DIssuer name: PRIVATE COLLEGES AND UNIVERSITIES AUTHORITY The calculation for computing no rebate due was performed on 08/15/2025

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
Private Colleges and Universities Authority
A58140778074265LU222020-06-02$604,691,529See Part VI - 2020BYes (true)falsefalse
PRIVATE COLLEGES AND UNIVERSITIES AUTHORITY
B58140778074265L2W72022-08-11$366,644,108SEE PART VI - 2022ABfalsefalsefalse
PRIVATE COLLEGES AND UNIVERSITIES AUTHORITY
C58140778074265L2Y32023-06-01$163,014,300SEE PART VI - 2023Afalsefalsefalse
PRIVATE COLLEGES AND UNIVERSITIES AUTHORITY
D58140778074265L2Z02023-08-29$268,737,105SEE PART VI - 2023Bfalsefalsefalse

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtBond DefeasedBondDefeasedAmtTotal ProceedsTotalProceedsAmtIn Reserve FundInReserveFundAmtCapitalized InterestCapitalizedInterestAmtRefunding EscrowRefundingEscrowAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCredit EnhancementCreditEnhancementAmtWorking Capital ExpendituresWorkingCapitalExpendituresAmtCapital ExpendituresCapitalExpendituresAmtOther Spent ProceedsOtherSpentProceedsAmtUnspentUnspentAmtSubstantial CompletionSubstantialCompletionYrRefunding Tax Exempt BondsRefundingTaxExemptBondsIndRefunding Taxable BondsRefundingTaxableBondsIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintInd
A$0$135,380,000$604,696,900$0$0$0$1,681,650$0$0$0$603,015,250$02021Yes (true)Yes (true)Yes (true)Yes (true)
B$0$0$373,118,462$0$0$0$1,358,753$0$0$236,659,709$135,100,000$02024Yes (true)falseYes (true)Yes (true)
C$0$0$163,014,313$0$0$0$778,000$0$0$162,236,313$0$02023falsefalseYes (true)Yes (true)
D$0$0$272,668,746$0$0$0$1,618,405$0$0$272,393,616$0$02025falsefalsefalseYes (true)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndEngage Bond Counsel ContractsEngageBondCounselContractsIndAny Research AgreementsAnyResearchAgreementsIndEngage Bond Counsel ResearchEngageBondCounselResearchIndPrivate Bus Use By OthersPrivateBusUseByOthersPctPrivate Bus Concerning UBIPrivateBusConcerningUBIPctTotal Private Business UseTotalPrivateBusinessUsePctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndChange In Use Bond Financed PropChangeInUseBondFinancedPropPctRemedial Action TakenRemedialActionTakenIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
AfalseYes (true)Yes (true)Yes (true)Yes (true)Yes (true)0.00280.00.0028falsefalse0falseYes (true)
BfalseYes (true)Yes (true)Yes (true)Yes (true)Yes (true)0.0020.00.002falsefalse0falseYes (true)
CfalseYes (true)Yes (true)Yes (true)falsefalse0.00020.00.0002falsefalse0falseYes (true)
DfalseYes (true)Yes (true)Yes (true)falsefalse0.00.00.0falsefalse0falseYes (true)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndTerm Of HedgeTermOfHedgePctSuperintegrated HedgeSuperintegratedHedgeIndHedge TerminatedHedgeTerminatedIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndTerm Of GICTermOfGICPctRegulatory Safe Harbor StsfdRegulatorySafeHarborStsfdIndGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsInd
AfalsefalsefalseYes (true)falsefalse0falsefalsefalse0falsefalseYes (true)
BfalseYes (true)falsefalseYes (true)false0falsefalsefalse0falsefalseYes (true)
CfalsefalsefalseYes (true)falsefalse0falsefalsefalse0falsefalseYes (true)
DfalsefalsefalseYes (true)falsefalse0falsefalsefalse0falsefalseYes (true)

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

Bond ReferenceBondReferenceCdProcedures Corrective ActionProceduresCorrectiveActionInd
AYes (true)
BYes (true)
CYes (true)
DYes (true)

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd

Issuer Name IssuerName

FieldValueIRS element (for citing)
Business Name Line1PRIVATE COLLEGES AND UNIV AUTHORITYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Bond Issuer EIN581407780BondIssuerEIN
CUSIP74265L3N6CUSIPNum
Bond Issued2025-06-26BondIssuedDt
Issue Price$934,429,858IssuePriceAmt
PurposeSEE PART VI- 2025APurposeDesc
DefeasedfalseDefeasedInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Pool FinancingfalsePoolFinancingInd

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Total Proceeds$936,201,945TotalProceedsAmt
Refunding Escrow$281,672,854RefundingEscrowAmt
Issuance Costs From Proceeds$3,217,479IssuanceCostsFromProceedsAmt
Capital Expenditures$218,725,500CapitalExpendituresAmt
Unspent$432,586,112UnspentAmt
Refunding Tax Exempt BondsYes (true)RefundingTaxExemptBondsInd
Refunding Taxable BondsYes (true)RefundingTaxableBondsInd
Final Allocation MadefalseFinalAllocationMadeInd
Adequate Books And Rec MaintYes (true)AdequateBooksAndRecMaintInd

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Owning Bond Financed PropertyfalseOwningBondFinancedPropertyInd
Any Lease ArrangementsYes (true)AnyLeaseArrangementsInd
Mgmt Contract Bond Fincd PropYes (true)MgmtContractBondFincdPropInd
Engage Bond Counsel ContractsYes (true)EngageBondCounselContractsInd
Any Research AgreementsfalseAnyResearchAgreementsInd
Engage Bond Counsel ResearchfalseEngageBondCounselResearchInd
Private Bus Use By Others0.0007PrivateBusUseByOthersPct
Private Bus Concerning UBI0.0PrivateBusConcerningUBIPct
Total Private Business Use0.0007TotalPrivateBusinessUsePct
Bond Iss Meet Prvt Sec Pymt TestfalseBondIssMeetPrvtSecPymtTestInd
Change In Use Bond Financed PropfalseChangeInUseBondFinancedPropInd
Change In Use Bond Financed Prop0ChangeInUseBondFinancedPropPct
Remedial Action TakenfalseRemedialActionTakenInd
Procs Nonqualified Bond RemdtdYes (true)ProcsNonqualifiedBondRemdtdInd

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Form8038 T FiledfalseForm8038TFiledInd
Rebate Not Due YetYes (true)RebateNotDueYetInd
Exception To RebatefalseExceptionToRebateInd
No Rebate DuefalseNoRebateDueInd
Variable Rate IssuefalseVariableRateIssueInd
Hedge Identified In Bks And RecfalseHedgeIdentifiedInBksAndRecInd
Term Of Hedge0TermOfHedgePct
Superintegrated HedgefalseSuperintegratedHedgeInd
Hedge TerminatedfalseHedgeTerminatedInd
Gross Proceeds Invested In GICfalseGrossProceedsInvestedInGICInd
Term Of GIC0TermOfGICPct
Regulatory Safe Harbor StsfdfalseRegulatorySafeHarborStsfdInd
Gross Proceeds InvestedfalseGrossProceedsInvestedInd
Written Proc To Monitor ReqsYes (true)WrittenProcToMonitorReqsInd

Procedures Corrective Action ProceduresCorrectiveActionGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Procedures Corrective ActionYes (true)ProceduresCorrectiveActionInd

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (13 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
Robert Goddard
FAMILY MEM OF Former KEY EMPLOYEE$88,897Employeefalse
Lindsey B Gottlieb
FAMILY MEM OF FORMER KEY EMPLOYEE$220,081Employeefalse
Jeanette Guarner
FAMILY MEM OF KEY EMPLOYEE$442,822Employeefalse
James Hunter Hatcher
FAMILY MEM OF FORMER KEY EMPLOYEE$183,100Employeefalse
Brittany Holston
FAMILY MEM OF BD MEMBER$229,814Employeefalse
Lalita Kaligotta
FAMILY MEM OF OFFICER$139,798Employeefalse
Linda Orkin Lewin
FAMILY MEM OF FORMER OFFICER$143,539Employeefalse
Jennifer Mathews
FAMILY MEM OF FORMER KEY EMPLOYEE$113,311Employeefalse
Kathleen Stephens
FAMILY MEM OF FORM BD MEMBER$117,905Employeefalse
Vidula Sukhatme
FAMILY MEM OF FORMER KEY EMPLOYEE$200,115Contractorfalse
Lawrence & Bundy LLC
35% controlled entity of Trustee$94,633Contractorfalse
Matthew Greaves
Family Mem of Key Employee$260,693Employeefalse
Erika Putinsky
Family Mem of Officer$185,110Employeefalse

Schedule M IRS990ScheduleM

Works Of Art WorksOfArtGrp

FieldValueIRS element (for citing)
Contribution6ContributionCnt
Noncash Contributions Rpt F990$1,444,100NoncashContributionsRptF990Amt
Method Of Determining RevenuesMarket valueMethodOfDeterminingRevenuesTxt

Books And Publications BooksAndPublicationsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Noncash Contributions Rpt F990$342,178NoncashContributionsRptF990Amt
Method Of Determining RevenuesMarket valueMethodOfDeterminingRevenuesTxt

Cars And Other Vehicles CarsAndOtherVehiclesGrp

FieldValueIRS element (for citing)
Contribution1ContributionCnt
Noncash Contributions Rpt F990$1,035,000NoncashContributionsRptF990Amt
Method Of Determining RevenuesMarket valueMethodOfDeterminingRevenuesTxt

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Contribution116ContributionCnt
Noncash Contributions Rpt F990$45,045,228NoncashContributionsRptF990Amt
Method Of Determining RevenuesOtherMethodOfDeterminingRevenuesTxt

Real Estate Residential RealEstateResidentialGrp

FieldValueIRS element (for citing)
Contribution1ContributionCnt
Noncash Contributions Rpt F990$300,000NoncashContributionsRptF990Amt
Method Of Determining RevenuesMarket valueMethodOfDeterminingRevenuesTxt

Real Estate Other RealEstateOtherGrp

FieldValueIRS element (for citing)
Contribution1ContributionCnt
Noncash Contributions Rpt F990$450,000NoncashContributionsRptF990Amt
Method Of Determining RevenuesMarket valueMethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp (3 entries)

Non Cash CheckboxNonCashCheckboxIndDescDescContributionContributionCntNoncash Contributions Rpt F990NoncashContributionsRptF990AmtMethod Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)EQUIPMENT5$162,602Market value
Yes (X)MISCELLANEOUS4$6,734Market value
Yes (X)Functions/Events15$23,163Market value
FieldValueIRS element (for citing)
Form8283 Received5Form8283ReceivedCnt
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (true)ReviewProcessUnusualNCGiftsInd
Third Parties UsedYes (true)ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule M, Part I Number of contributionsThe numbers listed in Part I, Column (b) are the number of contributions and not the number of items.
Schedule M, Part I, Line 32b Third parties used to solicit, process, or sell noncash contributionsEMORY UNIVERSITY USES REAL ESTATE BROKERS TO ASSIST WITH SALES OF REAL PROPERTY ORIGINALLY RECEIVED AS CHARITABLE CONTRIBUTIONS. SALES OF STOCK AND PARTNERSHIP INTERESTS GIFTED TO THE UNIVERSITY ARE MANAGED BY FINANCIAL AGENTS.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (12 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part I, Line 5 AND PART V, QUESTION 2A: NUMBER OF EMPLOYEESTHE EMORY CLINIC, INC. ("TEC") (EIN: 58-2030692) HAS A COMMON PAYMASTER RELATIONSHIP FOR PAYROLL PURPOSES WITH EMORY UNIVERSITY. THE SALARIES OF TEC'S EMPLOYEES ARE PAID BY EMORY UNIVERSITY, REPORTED ON EMORY UNIVERSITY'S FORMS 941, AND REIMBURSED BY TEC. THEREFORE, THESE EMPLOYEES ARE REPORTED ON EMORY UNIVERSITY'S FORM 990. THE STAFF MEMBERS OF EMORY MEDICAL CARE FOUNDATION, INC. ("EMCF") (EIN:58-1537752) AND EMORY INNOVATIONS, INC. ("EI") (EIN: 45-5372942) ARE EMPLOYEES OF EMORY UNIVERSITY. THE SALARIES OF EMCF AND EI'S EMPLOYEES ARE PAID BY EMORY UNIVERSITY, REPORTED ON EMORY UNIVERSITY'S FORMS 941, AND REIMBURSED BY EMCF AND EI RESPECTIVELY. THEREFORE, THESE EMPLOYEES ARE REPORTED ON EMORY UNIVERSITY'S FORM 990.
Form 990, Part III, Line 1 MISSION, CONTINUEDTo fulfill this mission, the university supports teaching from the undergraduate to the advanced graduate and professional levels, and scholarship from basic research to its application in public service. As a comprehensive research university, Emory's academic programs span a great range from arts and sciences to business, law, theology, and the health professions. These different fields of study are knit together by robust interdisciplinary programs and a core devotion to liberal learning. The Emory community is open to all who meet its high standards of academic excellence and integrity. The university welcomes a diversity of ethnic, cultural, socioeconomic, religious, national, and international backgrounds, believing that the intellectual and social energy that results from such diversity is critical to advancing knowledge. Emory is committed to opening disciplinary boundaries and supporting interdisciplinary research and teaching from a global perspective. Along with this, Emory strives to create a community characterized by respectful and mutually supportive interaction among faculty, students, staff, and the wider world. In keeping with the demand that teaching, learning, research, and service be measured by high standards of integrity and excellence, and believing that each person and every level of scholarly activity should be valued on its own merits, the university aims to imbue scholarship at Emory with: * a commitment to humane teaching and mentorship and a respectful interaction among faculty, students, and staff; * open disciplinary boundaries that encourage integrative teaching, research, and scholarship; * a commitment to use knowledge to improve human well-being; and * a global perspective on the human condition.
Form 990, Part IV, Line 12a AND PART XII, LINE 2BA COPY OF EMORY UNIVERSITY'S AUGUST 31, 2025 CONSOLIDATED AUDITED FINANCIAL STATEMENTS IS ATTACHED TO THIS RETURN. THE FOLLOWING ENTITIES INCLUDED IN THESE FINANCIAL STATEMENTS ARE NOT INCLUDED IN THE EMORY UNIVERSITY RETURNS BUT ARE INCLUDED IN THE EMORY GROUP RETURN - EMORY HEALTHCARE INC ("EHC"), THE EMORY CLINIC INC ("TEC"), WESLEY WOODS CENTER OF EMORY UNIVERSITY INC ("WWC"), EMORY MEDICAL CARE FOUNDATION INC("EMCF"), EMORY INNOVATIONS INC("EI"), EMORY/SAINT JOSEPH'S INC ("ESJ"), SAINT JOSEPH'S HOSPITAL OF ATLANTA INC ("SJHA"), EMORY CHILDREN'S CENTER INC ("ECC"), DeKalb Regional Health System Inc ("DRHS"), DeKalb Medical Center Inc ("DMC"), Decatur Health Resources Inc ("DHR"), and DeKalb Medical Center Foundation Inc.
Form 990, Part VI, Line 11b Review of form 990 by governing bodyTHE FORM 990 IS PREPARED AND REVIEWED BY THE ORGANIZATION'S MANAGEMENT AND REVIEWED BY AN INDEPENDENT THIRD PARTY ACCOUNTING FIRM. PRIOR TO FINALIZATION OF THE RETURN, MANAGEMENT PROVIDED ACCESS TO A FINAL DRAFT OF THE FORM 990 TO ALL MEMBERS OF THE BOARD OF TRUSTEES AND GAVE THEM AN OPPORTUNITY TO MAKE COMMENTS. MANAGEMENT PROVIDED THE FINAL VERSION OF THE FORM 990 TO ALL MEMBERS OF THE BOARD OF TRUSTEES PRIOR TO FILING.
Form 990, Part VI, Line 12c Conflict of interest policyEMORY UNIVERSITY'S CONFLICT OF INTEREST POLICY REQUIRES TRUSTEES, OFFICERS AND OTHER DECISION MAKERS TO DISCLOSE PARTICIPATION IN ACTIVITIES OR CIRCUMSTANCES THAT MAY PRESENT A CONFLICT OF INTEREST ON AN ANNUAL BASIS OR IF AT ANY TIME SUCH INDIVIDUAL BECOMES AWARE OF CIRCUMSTANCES THAT MAY PRESENT A CONFLICT OF INTEREST. THESE DISCLOSURES BY TRUSTEES ARE REVIEWED BY THE EXECUTIVE COMPENSATION AND TRUSTEES' CONFLICT OF INTEREST COMMITTEE OF THE UNIVERSITY BOARD OF TRUSTEES ("CONFLICT OF INTEREST COMMITTEE"), AS NECESSARY. IF THE CONFLICT OF INTEREST COMMITTEE DETERMINES THAT there is an actual or potential CONFLICT OF INTEREST, THE CONFLICT OF INTEREST committee may put in place a management plan, which may include procedures for addressing a conflict of interest.
Form 990, Part VI, Line 15a Process to establish compensation of top management officialEMORY UNIVERSITY'S EXECUTIVE COMPENSATION AND TRUSTEES' CONFLICT OF INTEREST COMMITTEE OF THE BOARD OF TRUSTEES, WHICH IS COMPOSED OF NON-EMPLOYEE MEMBERS OF THE EMORY UNIVERSITY BOARD OF TRUSTEES, ANNUALLY REVIEWS MARKET DATA, COLLECTED AND REPORTED BY INDEPENDENT CONSULTING FIRMS, FROM COMPARABLE INSTITUTIONS FOR EACH POSITION IDENTIFIED AS A "DISQUALIFIED PERSON" FOR PURPOSES OF INTERMEDIATE SANCTIONS UNDER IRS REGULATIONS. THE COMMITTEE DISCUSSES THE PROPOSED COMPENSATION FOR EACH SUCH INDIVIDUAL IN THE CONTEXT OF THE MARKET DATA AND THE INDIVIDUAL'S PERFORMANCE AND CONTRIBUTION TO EMORY, AND IT MAKES A DECISION REGARDING THE APPROPRIATENESS OF COMPENSATION AND ANY COMPENSATION INCREASE. THE DISCUSSIONS ARE DOCUMENTED IN THE COMMITTEE'S MINUTES BY A REPRESENTATIVE OF THE OFFICE OF THE GENERAL COUNSEL.
Form 990, Part VI, Line 15b Process to establish compensation of other employeesEMORY UNIVERSITY'S EXECUTIVE COMPENSATION AND TRUSTEES' CONFLICT OF INTEREST COMMITTEE OF THE BOARD OF TRUSTEES, WHICH IS COMPOSED OF NON-EMPLOYEE MEMBERS OF THE EMORY UNIVERSITY BOARD OF TRUSTEES, ANNUALLY REVIEWS MARKET DATA, COLLECTED AND REPORTED BY INDEPENDENT CONSULTING FIRMS, FROM COMPARABLE INSTITUTIONS FOR EACH POSITION IDENTIFIED AS A "DISQUALIFIED PERSON" FOR PURPOSES OF INTERMEDIATE SANCTIONS UNDER IRS REGULATIONS. THE COMMITTEE DISCUSSES THE PROPOSED COMPENSATION FOR EACH SUCH INDIVIDUAL IN THE CONTEXT OF THE MARKET DATA AND THE INDIVIDUAL'S PERFORMANCE AND CONTRIBUTION TO EMORY, AND IT MAKES A DECISION REGARDING THE APPROPRIATENESS OF COMPENSATION AND ANY COMPENSATION INCREASE. THE DISCUSSIONS ARE DOCUMENTED IN THE COMMITTEE'S MINUTES BY A REPRESENTATIVE OF THE OFFICE OF THE GENERAL COUNSEL.
Form 990, Part VI, Line 19 Required documents available to the publicEMORY UNIVERSITY MAKES ITS GOVERNING DOCUMENTS AND ITS FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC VIA ITS WEBSITE.
Form 990, Part VII, Section A Average hoursThe following individuals received compensation during calendar year 2024; however, they separated from Emory prior to the beginning of fiscal year September 1, 2024 - August 31, 2025. Therefore, average hours shown reflect the average weekly hours during the time in which they worked during calendar 2024 prior to separation.
Form 990, Part XI, Line 9 Other changes in net assets or fund balancesCHANGE IN FAIR VALUE OF DERIVATIVE INSTRUMENTS - 9922490; Pension & Post Retirement Benefit Plan Adj - 2556000; TRANSFER OF NET ASSETS FROM CONSOLIDATED AFFILIATES - XXX-XX-XXXX; CHANGE IN UNDISTRIBUTED INCOME FROM PERPETUAL FUNDS HELD BY OTHERS - 41399975; Cuml-FIN47 Depr/Accr - 3775000; NET PERIODIC BENEFIT COST - -833000; Total - XXX-XX-XXXX;
Schedule J, Part II SCHEDULE J, PART II, COLUMN C & COLUMN FSUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN FOR PURPOSES OF RETENTION, EMORY MADE CONTRIBUTIONS TO 457(F) DEFERRED COMPENSATION ACCOUNTS FOR THE FOLLOWING INDIVIDUALS, WHICH ARE NOT VESTED AND ARE SUBJECT TO A SUBSTANTIAL RISK OF FORFEITURE: Christopher Augostini $330,000 Ravi Bellamkonda $150,068 Gregory Fenves $541,750 Joshua Newton $127,500 Bradley Slutsky $116,667 THE FOLLOWING INDIVIDUALS RECEIVED A PAYOUT OF VESTED DEFERRED COMPENSATION AWARDS MADE DURING PRIOR YEARS. THESE AWARDS WERE REPORTED AS DEFERRED COMPENSATION IN THOSE YEARS ON FORM 990. William Bornstein, MD $623,643 The following individuals vested in deferred compensation awards made during prior years. These awards were reported as deferred compensation in those years on Form 990 William Bornstein, MD $113,884 Patrick Hammond $90,988 Sharon Pappas $74,500 Matthew Wain $85,053 The following individuals vested in and received a payout of deferred compensation awards made during prior years. These awards were reported as deferred compensation in those years on Form 990 Christopher Augostini $1,161,590 Jonathan S Lewin MD $1,377,997 Joshua Newton $662,432
Schedule J, Part II TitlesRavi Thadhani, MD MPH - EVP Health Affairs, Emory University; Executive Director, Woodruff Health Sciences Center; Vice Chair, Emory Healthcare Board of Directors David Stephens, MD - Former Interim EVP for Health Affairs, Emory University; Former Interim Executive Director, Woodruff Health Sciences Center; Former Interim Vice Chair, Emory Healthcare Board of Directors Christopher Augostini - Executive VP for Business & Administration, Emory University; Enterprise Chief Financial Officer; Vice Chair, Emory Healthcare Board of Directors Joon S Lee, MD - Executive VP for Health Affairs, Emory University; CEO, Emory Healthcare

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp (21 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdTotal IncomeTotalIncomeAmtEnd Of Year AssetsEndOfYearAssetsAmtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Txt
GOIZUETA BUSINESS SCHOOL STUDENT INVEST
201 DOWMAN DRIVEATLANTAGA30322580566256INVESTMENTSGA-$782,818$6,190,020EMORY UNIVER
GOIZUETA BUSINESS SCHOOL REAL ESTATE
201 DOWMAN DRIVEATLANTAGA30322261718943INVESTMENTSGA$1,658$381,063EMORY UNIVER
EMORY UNIVERSITY STUDENT HEALTH COUNSEL
201 DOWMAN DRIVEATLANTAGA30322271119602HEALTHCAREGA$0$57,581EMORY UNIVER
EMORY INTEGRATED HEALTH SERVICES LLC
201 DOWMAN DRIVEATLANTAGA30322580566256HEALTH CLAIMSGA$0$0EMORY UNIVER
EUEP LLC
201 DOWMAN DRIVEATLANTAGA30322580566256REAL ESTATEGA$6,715,695$63,713,177EMORY UNIVER
LOTUS ACQUISITIONS LLC
201 DOWMAN DRIVEATLANTAGA30322580566256INVESTMENTSGA$0$0EMORY UNIVER
POPPY ACQUISITIONS LLC
201 DOWMAN DRIVEATLANTAGA30322580566256INVESTMENTSGA$0$0EMORY UNIVER
ORCHID ACQUISITIONS LLC
201 DOWMAN DRIVEATLANTAGA30322580566256INVESTMENTSGA$0$0EMORY UNIVER
MAGNOLIA ACQUISITIONS LLC
201 DOWMAN DRIVEATLANTAGA30322580566256INVESTMENTSGA$0$0EMORY UNIVER
CLOVER ACQUISITIONS LLC
201 DOWMAN DRIVEATLANTAGA30322580566256INVESTMENTSGA$0$0EMORY UNIVER
LAVENDER ACQUISITIONS LLC
201 DOWMAN DRIVEATLANTAGA30322580566256INVESTMENTSGA$0$0EMORY UNIVER
JASMINE ACQUISITIONS LLC
201 DOWMAN DRIVEATLANTAGA30322580566256INVESTMENTSGA$0$0EMORY UNIVER
VIOLET ACQUISITIONS LLC
201 DOWMAN DRIVEATLANTAGA30322580566256INVESTMENTSGA$0$0EMORY UNIVER
EAC SERVICES LLC
1551 SHOUP COURTATLANTAGA30322824732084EDUCATIONGA$3,666,093$1,838,020EMORY UNIVER
EUMI LLC
201 DOWMAN DRIVEATLANTAGA30322580566256REAL ESTATEGA$42,206$8,000,000EMORY UNIVER
Emory International LLC
201 DOWMAN DRIVEATLANTAGA30322580566256GlobalGA$227$1,443EMORY UNIVER
Emory Global LLC
201 DOWMAN DRIVEATLANTAGA30322580566256GlobalGA$22,481$142,893EMORY UNIVER
Rose Acquisitions LLC
201 Dowman DriveAtlantaGA30322454889158InvestmentsGA$0$0Emory University
FUTURE BLUE HOLDINGS LLC
201 DOWMAN DRATLANTAGA30322931726500REAL ESTATEGA$0$0EMORY UNIVERSITY
FUTURE BLUE ENTERPRISES LLC
201 DOWMAN DRATLANTAGA30322931746789REAL ESTATEGA$0$3,878,749FUTURE BLUE HOLDINGS LLC
Emory Ridge Properties LLC
201 Dowman DriveAtlantaGA30322580566256Real EstateGA$0$0Emory University

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (26 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationInd
EMORY MEDICAL CARE FOUNDATION INC
1648 PIERCE DRIVEATLANTAGA30322581537752MED MGMTGA501(c)(3)10NAYes (true)
EMORY HEALTHCARE INC
201 DOWMAN DRIVEATLANTAGA30322582137993MED MGMTGA501(c)(3)Type INAYes (true)
THE EMORY CLINIC INC
1365 CLIFTON ROADATLANTAGA30322582030692HEALTHCAREGA501(c)(3)10NAYes (true)
EMORY MEDICAL LABORATORIES INC
1364 CLIFTON ROAD NEATLANTAGA30322010553460MD CARE PRACTGA501(c)(3)3EMORY HEALTHCARE INCYes (true)
Wesley Woods Center of Emory University Inc
1821 CLIFTON ROADATLANTAGA30322581529366HEALTHCAREGA501(c)(3)3EMORY HEALTHCARE INCYes (true)
EMORY CHILDREN'S CENTER INC
201 DOWMAN DRIVEATLANTAGA30322582298500HEALTHCAREGA501(c)(3)10EMORY HEALTHCARE INCYes (true)
EMORY INNOVATIONS INC
201 DOWMAN DRIVEATLANTAGA30322455372942RESEARCHGA501(c)(3)Type INAYes (true)
EMORYSAINT JOSEPH'S INC
1440 CLIFTON ROAD NEATLANTAGA30322452721833HEALTHCAREGA501(c)(3)4EMORY HEALTHCARE INCYes (true)
SAINT JOSEPH'S HOSPITAL OF ATLANTA INC
5673 PTREE DUNWOODY RDATLANTAGA30342580566257HOSPITALGA501(c)(3)3EMORYST JOSYes (true)
DeKalb Regional Health System Inc
2701 N Decatur RdDecaturGA30033582034958MED MGMTGA501(c)(3)Type IEMORY HEALTHCARE INCYes (true)
Decatur Health Resources Inc
2675 N Decatur RdDecaturGA30033582081599HEALTHCAREGA501(c)(3)3DeKalb Regional Health System IncYes (true)
DeKalb Medical Center Inc
2701 N Decatur RdDecaturGA30033581966795HEALTHCAREGA501(c)(3)3DeKalb Regional Health System IncYes (true)
DeKalb Medical Center Foundation Inc
2701 N Decatur RdDecaturGA30033581924605FundraisingGA501(c)(3)Type IDeKalb Regional Health System IncYes (true)
LUTHER C FISCHER FOUNDATION
550 PEACHTREE STATLANTAGA30308581052508SUPPORTING ORGGA501(c)(3)Type INAYes (true)
EMORY UNIV HOSPITAL MIDTOWN AUXILIARY
550 PEACHTREE STATLANTAGA30308586035386SUPPORTGA501(c)(3)10NAfalse
Emory Childrens Pediatric Institute Inc
2015 UPPER GATE DRIVE NEATLANTAGA30322581692698SUPPORTING ORGGA501(c)(3)Type INAfalse
LETTIE PATE EVANS FOUNDATION INC
191 PEACHTREE ST NE STE 3540ATLANTAGA30303237282939SUPPORTING ORGGA501(c)(3)Type III-ONAfalse
M L SIMPSON FOUNDATION TRUST
1862 INDEPENDENCE SQUAREATLANTAGA30338586418299SUPPORTING ORGGA501(c)(3)Type INAfalse
ROBERT W WOODRUFF HEALTH SCIENCES CENTER
191 PEACHTREE ST NE STE 3540ATLANTAGA30303582229271SUPPORTING ORGGA501(c)(3)Type INAfalse
EMORY UNIVERSITY POST-RETIREMENT BENEFIT
1599 CLIFTON ROAD NEATLANTAGA30322582087692VEBAGA501(c)(9)NAfalse
EMORY HEALTHCARE POST-RETIREMENT BENEFIT
1440 CLIFTON ROAD NEATLANTAGA30322900180674VEBAGA501(c)(9)EMORY HEALTHCARE INCfalse
EMORY HEALTHCARE INC RETIREMENT PLAN
1440 CLIFTON ROAD NEATLANTAGA30322020689035DB PLANGA501(c)(9)EMORY HEALTHCARE INCfalse
Houston Healthcare System Inc
PO Box 2886Warner RobinsGA31099711045299ParentGA501(c)(3)Type IEmory HealthcareYes (true)
Houston Hospitals Inc
PO Box 2886Warner RobinsGA31099711045290HospitalGA501(c)(3)3Houston Healthcare System IncYes (true)
Houston Healthcare EMS Inc
PO Box 2886Warner RobinsGA31099263941348AmbulanceGA501(c)(3)10Houston Healthcare System IncYes (true)
Houston Healthcare Properties
PO Box 2886Warner RobinsGA31099270174397Real Estate ManagementGA501(c)(2)Houston Healthcare System IncYes (true)

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (14 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtPredominant Income TypePredominantIncomeTypeTxtShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtDisproportionate AllocationsDisproportionateAllocationsIndGeneral Or Managing PartnerGeneralOrManagingPartnerIndAddress Line2USAddress/AddressLine2TxtOwnershipOwnershipPctAddress Line1ForeignAddress/AddressLine1TxtAddress Line2ForeignAddress/AddressLine2TxtCityForeignAddress/CityNmProvince Or StateForeignAddress/ProvinceOrStateNmCountryForeignAddress/CountryCdForeign PostalForeignAddress/ForeignPostalCdLegal Domicile Foreign CountryLegalDomicileForeignCountryCd
ES REHAB LLC
201 DOWMAN DRIVEATLANTAGA30322463808276HEALTHCAREGAEMORY HEALTHCARERelated$4,287,009$13,504,558falseYes (true)
FIRST EAGLE DIRECT LENDING CO-INVEST III (E) LLC
500 BOYLSTON STREETBOSTONMA02116320510874INVESTMENTSDEFIRST EAGLE DIRECT LENDING MANAGER III LLCExcluded-$1,032,030$2,561,767falsefalseSUITE 1250
PLP DRAWDOWN LP
100 CARR 115 UNIT 1900RINCONPR006779998661001816INVESTMENTSPRPLP DRAWDOWN GP LLCExcluded-$1,198,363$20,468,608falsefalse0.9993
3ONE4 CAPITAL- CONTINUUM IE
INVESTMENTS3ONE4CAPITAL ADIVOSRS LLLPExcluded$135,818$5,204,484falsefalse0.8537OFFICE NO 1 5TH FL1 SOBHA 50 ST MARKS RDBANGALOREKARNATAKEIN560001IN
L5 FUND 2 CO-INVEST LP
112 KROG ST NE STE D135AtlantaGA30307921855495INVESTMENTSGAL5 CAPITAL PARTNERS LLCExcluded$403,694$3,843,376falsefalse
MUIRFIELD GSE PARTNERS LP
340 ROYAL PONCIANA WAY STE 317PALM BEACHFL33401823478272INVESTMENTSFLMUIRFIELD CAPITAL GLOBAL ADVISORS LLCExcluded$25,061,655$15,633,630falsefalse0.2461
MAESTRIA PARTNERS FUND LP
1410 WEST WESLEY RD NWAtlantaGA30327933238690INVESTMENTSGAMAESTRIA PARTNERS LLCExcluded$66,625,636$174,689,669falsefalse0.6066
St Francis Holdings LLC
2122 Manchester ExpresswayColumbusGA31904844055816HealthcareGAEHC Ventures LLCRelated$103,642,564$66,770,588falseYes (true)0.51
ALTARIS V-5055 LP
10 EAST 53RD ST 31ST FLNEW YORKNY10022995087550INVESTMENTSNYAHP V GP LPExcluded-$130,969$20,161,714falsefalse0.9756
ACCESSIBE COINVEST AGGREGATOR LP
875 MANHATTAN BEACH BLVDMANHATTAN BEACHCA902664911333888097INVESTMENTSCAK4 CAPITAL ADVISORS LPExcluded$4,730,736$17,730,736falsefalse0.7222
FIDELITY EVERGREEN PRIVATE CREDIT OFFSHORE FUND LP
245 SUMMER STBOSTONMA02210981740824INVESTMENTSMAFIDELITY EVERGREEN PRIVATE CREDIT MASTER OFFSHORE FUND GP LLCExcluded$2,736,790$41,247,421falsefalse0.5262
Patient Select LLC
1601 Watson BoulevardWarner RobinsGA31093582345231MSOGAHouston Healthcare System IncUnrelatedYes (true)
Houston ASC LLC
1601 Watson BoulevardWarner RobinsGA31093853448933Surgery CenterGAHouston Hospitals IncRelatedYes (true)
SEGRA RESOURCE ONSHORE PARTNERS LP
501 S FLAGLER DRWEST PALM BEACHFL75201352583377INVESTMENTSDESEGRA GLOBAL MANAGMENT LLCExcluded$65,670,108$152,213,543falsefalse0.6274

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (7 entries)

Address Line1ForeignAddress/AddressLine1TxtAddress Line2ForeignAddress/AddressLine2TxtProvince Or StateForeignAddress/ProvinceOrStateNmCountryForeignAddress/CountryCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile Foreign CountryLegalDomicileForeignCountryCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEntity TypeEntityTypeTxtShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtControlled OrganizationControlledOrganizationIndAddress Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdLegal Domicile StateLegalDomicileStateCdCityForeignAddress/CityNmOwnershipOwnershipPctAddress Line2USAddress/AddressLine2Txt
CLIFTON CASUALTY INSURANCE COMPANY LTD
PO BOX 1159878 WEST BAY RDGRAND CAYMANCJ840825711CAPTIVE INSURANCECJEMORY HEALTHCAREC Corporation-$15,299,072$453,586,387Yes (true)
CHARITABLE REMAINDER TRUSTS (32)
CHARITABLE TRNATrustfalse201 DOWMAN DRIVEATLANTAGA30322GA
POOLED INCOME FUND (1)
INCOME FUNDNATrustfalse201 DOWMAN DRIVEATLANTAGA30322GA
DRHS Ventures Inc
201864828Joint VentureEmory HealthcareC Corporation$0$0Yes (true)2701 N Decatur RdDecaturGA30030GA
COLTRANE LONG VALUE OFFSHORE FUND LTD
94 SOLARIS AVEGRAND CAYMANCJ981576207INVESTMENTSCJCOLTRANE ASSET MANAGEMENT LPC Corporation-$9,765,068$0Yes (true)CAMANA BAY0
University Services Corporation
581607728dormantNAC Corporation$0$0Yes (true)201 Dowman DriveAtlantaGA30322GA1101 Administration Bldg
Houston Health Ventures Inc
272814306Patient ServiceHouston Healthcare System IncC Corporation$521,855$4,866,646Yes (true)1601 Watson BoulevardWarner RobinsGA31093GA1
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsYes (true)ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (true)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (true)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgYes (true)RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgYes (true)PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (true)SharingOfFacilitiesInd
Paid Employees SharingYes (true)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (true)ReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgYes (true)TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (3 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
SAINT JOSEPH'S HOSPITAL OF ATLANTA INC
B$19,125,054FMV
EMORYSAINT JOSEPH'S INC
B$18,820,255FMV
EMORY HEALTHCARE INC
S$144,174,868FMV

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule R, Part V SCHEDULE R, PART VFormAndLineReferenceDesc
ExplanationALL TRANSFERS TO AND FROM EMORY UNIVERSITY AND RELATED ORGANIZATIONS WERE CASH TRANSACTIONS AND THEREFORE THE METHOD USED FOR DETERMINING THE AMOUNT INVOLVED WAS BASED ON U.S. DOLLARS.ExplanationTxt