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EMORY UNIVERSITY: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
EMORY UNIVERSITY (EIN 58-0566256)
Tax period
2021-09-01 to 2022-08-31
Filed
2023-07-14
IRS object ID
202341959349300544
Schema version
2021v4.2
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)
Return2023-07-14T16:30:15+00:00ReturnTs
Tax Period End2022-08-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN134008324PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PRICEWATERHOUSECOOPERS 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 Begin2021-09-01TaxPeriodBeginDt

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
Phone4047276018PhoneNum

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)
PersonBelva WhitePersonNm
Person TitleVP Finance and TreasuryPersonTitleTxt
Phone4047276018PhoneNum
Signature2023-07-14SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstBelvaPersonFirstNm
Person LastWhitePersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTravis L PattonPreparerPersonNm
PTINP00369623PTIN
Phone2024141000PhoneNum
Preparation2022-07-12PreparationDt
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

Principal Ofcr Business Name PrincipalOfcrBusinessName

FieldValueIRS element (for citing)
Business Name Line1Gregory Fenves 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$6,366,429,238GrossReceiptsAmt
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 Body41VotingMembersGoverningBodyCnt
Voting Members Independent39VotingMembersIndependentCnt
Total Employee24580TotalEmployeeCnt
Total Volunteers9925TotalVolunteersCnt
Total Gross UBI$39,642,333TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$1,076,895,012PYContributionsGrantsAmt
CY Contributions Grants$1,059,307,338CYContributionsGrantsAmt
PY Program Service Revenue$3,972,186,557PYProgramServiceRevenueAmt
CY Program Service Revenue$4,186,675,574CYProgramServiceRevenueAmt
PY Investment Income$445,336,147PYInvestmentIncomeAmt
CY Investment Income$1,029,689,273CYInvestmentIncomeAmt
PY Other Revenue$39,132,388PYOtherRevenueAmt
CY Other Revenue$90,483,455CYOtherRevenueAmt
PY Total Revenue$5,533,550,104PYTotalRevenueAmt
CY Total Revenue$6,366,155,640CYTotalRevenueAmt
PY Grants And Similar Paid$532,762,734PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$564,149,507CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$2,392,863,324PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$2,709,401,254CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$717,901PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$398,156CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$30,624,022CYTotalFundraisingExpenseAmt
PY Other Expenses$2,058,187,786PYOtherExpensesAmt
CY Other Expenses$2,180,943,073CYOtherExpensesAmt
PY Total Expenses$4,984,531,745PYTotalExpensesAmt
CY Total Expenses$5,454,891,990CYTotalExpensesAmt
PY Revenues Less Expenses$549,018,359PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$911,263,650CYRevenuesLessExpensesAmt
Total Assets BOY$20,337,113,893TotalAssetsBOYAmt
Total Assets EOY$20,137,797,781TotalAssetsEOYAmt
Total Liabilities BOY$5,749,000,176TotalLiabilitiesBOYAmt
Total Liabilities EOY$5,808,117,320TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$14,588,113,717NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$14,329,680,461NetAssetsOrFundBalancesEOYAmt
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$2,449,930,460ExpenseAmt
Grant$564,149,507GrantAmt
Revenue$1,235,280,955RevenueAmt
DescEMORY UNIVERSITY ("Emory or "University") 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 21st in 2022 among national universities and has consistently been included in its top 25 list since 1992. Emory also ranks in the top 25 schools for "best value schools." In addition, Emory ranked 13th in Kiplinger's "100 best college values and 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 Hodson 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$1,423,864,049ExpenseAmt
Grant$0GrantAmt
Revenue$1,544,330,183RevenueAmt
DescEMORY UNIVERSITY HOSPITAL MIDTOWN Since 1908, an Atlanta teaching hospital offering a myriad of patient care, education and research initiatives. In 2022, Emory University Hospital Midtown was ranked nationally by U.S. News World Report in Ear, Nose and Throat for the fourth year in a row since that program moved to the hospital. It was ranked No. 5 for a third year in a row both in Georgia and 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 physicians provided $42.3 million in charity care during the current fiscal year. 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 http://whsc.emory.edu/publications/pdfs/community-benefit-reports/community-benefits-report-2022.pdfDesc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$1,227,793,713ExpenseAmt
Grant$0GrantAmt
Revenue$1,407,064,436RevenueAmt
DescEMORY UNIVERSITY HOSPITAL 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 2021, 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 ninth year in a row. Emory University Hospital was also recognized in 2022 as one of the nation's top hospitals by the national research corporation's consumer choice awards for 21 of the past 22 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. Emory University Hospital physicians provided $50.4 million in charity care during the current fiscal year. The Hospital has 911 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 http://whsc.emory.edu/publications/pdfs/community-benefit-reports/community-benefits-report-2022.pdfDesc
FieldValueIRS element (for citing)
Total Program Service Expenses$5,101,588,222TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesYes (true)LobbyingActivitiesInd
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 FundraisingYes (true)ProfessionalFundraisingInd
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 EntfalseBusinessRlnWith35CtrlEntInd
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 Document27046IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee24580EmployeeCnt
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 CountryKSForeignCountryCd
Foreign CountryMYForeignCountryCd
Foreign CountryMXForeignCountryCd
Foreign CountryPMForeignCountryCd
Foreign CountryPEForeignCountryCd
Foreign CountryPLForeignCountryCd
Foreign CountryPOForeignCountryCd
Foreign CountrySPForeignCountryCd
Foreign CountrySWForeignCountryCd
Foreign CountryTUForeignCountryCd
Foreign CountryUKForeignCountryCd
Foreign CountryBCForeignCountryCd
Foreign CountryBRForeignCountryCd
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
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 Members41GoverningBodyVotingMembersCnt
Independent Voting Member39IndependentVotingMemberCnt
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
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 Line1Belva WhiteBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4047276018PhoneNum

US Address USAddress

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

Form990 Part VII Section A Form990PartVIISectionAGrp (83 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)$1,793,087$0$424,200
ADAM H ROGERS
Trustee1.00.0Yes (X)$0$0$0
ALLEGRA LAWRENCE-HARDY
Trustee1.00.0Yes (X)$0$0$0
ALLISON DUKES
Trustee1.00Yes (X)$0$0$0
Andrew W EVANS
Trustee1.00Yes (X)$0$0$0
CRYSTAL EDMONSON
Trustee1.00.0Yes (X)$0$0$0
CYNTHIA M SANBORN
Trustee3.00.0Yes (X)$0$0$0
DAVID GRAVES
Trustee1.00.0Yes (X)$0$0$0
DEBORAH A MARLOWE
Trustee1.00.0Yes (X)$0$0$0
E JENNER WOOD III
Trustee3.00.0Yes (X)$0$0$0
FACUNDO L BACARDI
Trustee1.00.0Yes (X)$0$0$0
GREGORY J VAUGHN
Trustee1.01.0Yes (X)$0$0$0
GREGORY V PALMER
Trustee1.00.0Yes (X)$0$0$0
JAMES W BURNS
Trustee3.00.0Yes (X)$0$0$0
JAVIER C GOIZUETA
Trustee1.00.0Yes (X)$0$0$0
JOHN G RICE
Trustee4.00.0Yes (X)$0$0$0
JOHN L LATHAM
Trustee1.00.0Yes (X)$0$0$0
JONATHAN K LAYNE
Trustee3.00.0Yes (X)$0$0$0
KATHELEN AMOS
Trustee2.00.0Yes (X)$0$0$0
KATHERINE T ROHRER
Trustee1.00.0Yes (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
Trustee1.00.0Yes (X)$0$0$0
MARK A WEINBERGER
Trustee1.00.0Yes (X)$0$0$0
MITCHELL A TANZMAN
Trustee3.00.0Yes (X)$0$0$0
MUHTAR KENT
Trustee1.00.0Yes (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
ROSA TARBUTTON SUMTER
Trustee1.00.0Yes (X)$0$0$0
SARAH B BROWN
Trustee2.00.0Yes (X)$0$0$0
SHANTELLA CARR COOPER
Trustee3.00.0Yes (X)$0$0$0
STEVEN H LIPSTEIN
Trustee1.00.0Yes (X)$0$0$0
STUART A ROSE
Trustee1.00.0Yes (X)$0$0$0
SUE HAUPERT-JOHNSON
Trustee1.00.0Yes (X)$0$0$0
TERESA M RIVERO
Trustee3.00.0Yes (X)$0$0$0
THOMAS I BARKIN
Trustee1.01.0Yes (X)$0$0$0
TIMOTHY C ROLLINS
Trustee3.00.0Yes (X)$0$0$0
WILLIAM A BROSIUS
Trustee1.01.0Yes (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
Trustee1.00.0Yes (X)$0$0$0
ALLISON DYKES JOHNSON
VP - University Secretary60.00.0Yes (X)$497,679$0$141,951
BELVA WHITE
VP of Finance and Treasury60.00.0Yes (X)$392,283$0$54,802
CHRISTOPHER AUGOSTINI
EVP - Business and Administration65.03.0Yes (X)$1,336,595$0$222,700
DELBRIDGE KING
VP - Human Resources60.00.0Yes (X)$387,700$0$47,135
JONATHAN S LEWIN MD
See Schedule J, Part III65.05.0Yes (X)$919,416$2,056,769$303,661
RAVI BELLAMKONDA
Provost/Exec VP, Acad Affairs65.01.0Yes (X)$735,420$0$41,128
SRINIVAS PULAVARTI
VP-Investments60.00.0Yes (X)$5,384,471$0$2,469,978
STEPHEN D SENCER
Sr VP General Counsel65.01.0Yes (X)$730,604$0$168,727
THERESA MILAZZO
VP - Human Resources60.00.0Yes (X)$388,082$0$41,262
BRADLEY HAWS
CFO Emory Healthcare30.035.0$0$514,898$10,467Yes (X)
BRYCE GARTLAND MD
Hospital Group President EHC65.02.0$0$1,227,252$76,507Yes (X)
CARLA CHANDLER
Hospital Group VP CFO60.01.0$306,997$216,604$42,468Yes (X)
CARLA FREEMAN
Interim Dean - Emory College60.00$398,707$0$41,911Yes (X)
DANE PETERSON
President Chief Operating Officer - EHC35.031.0$0$1,850,718$62,532Yes (X)
DANIEL OWENS
CEO - Emory University Hospital Midtown60.01.0$559,671$366,824$48,215Yes (X)
DAVID B SANDOR
SVP Communications65.00.0$607,447$0$48,535Yes (X)
DEBORAH BRUNER
SVP RESEARCH60.00.0$488,947$0$47,139Yes (X)
ENKU GELAYE
SVP -Dean of Campus Life60.00.0$480,874$0$56,589Yes (X)
HEATHER HAMBY
CBO, SOM/Asc VP, Clin Intgrtn60.00$795,492$0$46,890Yes (X)
JAMES T HATCHER
CFO Emory Healthcare30.036.0$0$739,815$37,569Yes (X)
JOSHUA R NEWTON
SVP - Adv. Alum. Engagement65.00.0$717,436$0$143,560Yes (X)
LILICIA BAILEY
Chief HR Officer (EHC)30.030.0$0$807,749$101,106Yes (X)
MATT WAIN
CEO - Emory University Hospital60.00.0$556,442$222,770$127,185Yes (X)
MICHAEL ELLIOTT
Dean of Emory College60.00.0$544,282$0$43,202Yes (X)
PATRICK HAMMOND
Chief Market Services Officer, EHC30.030.0$0$1,244,581$55,326Yes (X)
SHARON PAPPAS
Chief Nursing Officer30.031.0$0$719,278$38,342Yes (X)
SHEILA SANDERS
Chief Information Officer30.030.0$0$562,811$38,224Yes (X)
VIKAS SUKHATME MD
Dean, School of Medicine60.04.0$631,711$574,908$55,983Yes (X)
WILLIAM BORNSTEIN MD
CMO CQPSO (EHC)30.030.0$0$1,090,427$42,243Yes (X)
DANIEL REFAI MD
Physician0.060.0$8,035$1,984,318$59,006Yes (X)
FAIZ U AHMAD MD
Physician0.060.0$463,619$2,073,379$65,685Yes (X)
JOHN M RHEE MD
Physician0.060.0$8,044$1,946,400$52,931Yes (X)
MATTHEW ALAN WERNER
Investment Manager60.00.0$1,911,158$0$57,290Yes (X)
PAUL J CHAI MD
Physician0.060.0$0$2,013,891$46,647Yes (X)
CHRISTIAN P LARSEN MD
Former Key Employee40.020.0$377,510$371,308$61,810Yes (X)
CLAIRE STERK
Former Officer40.00.0$1,318,751$0$602,980Yes (X)
DAVID STEPHENS MD
Former Key Employee60.01.0$564,056$363,091$39,308Yes (X)
GREG ANDERSON
Former Key Employee60.00.0$319,684$65,708$54,835Yes (X)
JAN LOVE
Former Officer60.01.0$594,455$0$37,907Yes (X)
PAUL P MARTHERS
Former Officer45.00.0$377,448$0$55,459Yes (X)
SARA SHOCKLEY
Former Key Employee30.030.0$0$345,105$32,382Yes (X)
VINCE DOLLARD
Former Officer40.00.0$167,400$0$26,689Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$24,763,501TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$21,358,606TotReportableCompRltdOrgAmt
Total Other Compensation$6,272,466TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K4302IndivRcvdGreaterThan100KCnt
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
BATSON-COOK COMPANY
2859 PACES FERRY ROADATLANTAGA30339CONSTRUCTION$129,786,505
J E DUNN CONSTRUCTION COMPANY
1001 LOCUST STREETKANSAS CITYMO64106CONSTRUCTION$112,958,922
AMN HEALTHCARE INC
2736 COLLECTION CTR DRCHICAGOIL30693HEALTHCARE$109,246,753
NEW SOUTH CONSTRUCTION COMPANY
1180 WEST PEACHTREE STATLANTAGA30309CONSTRUCTION$55,631,063
STRUCTOR GROUP
2251 CORPORATE PLSMYRNAGA30080CONSTRUCTION$18,829,289
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K333CntrctRcvdGreaterThan100KCnt
Fundraising$1,614,837FundraisingAmt
Government Grants$821,428,954GovernmentGrantsAmt
All Other Contributions$236,263,547AllOtherContributionsAmt
Noncash Contributions$76,214,917NoncashContributionsAmt
Total Contributions$1,059,307,338TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
Tuition and fees611600$836,027,299$836,027,299
Medical Services624100$3,166,819,329$3,165,183,220$1,636,109
Auxiliary operating activities611600$75,723,777$75,723,777
Independent operations721110$14,276,127$10,788,866$3,487,261
Education/Clinical Research611600$93,829,042$93,829,042

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$4,186,675,574TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$291,565,968TotalRevenueColumnAmt
Unrelated Business Revenue$34,518,963UnrelatedBusinessRevenueAmt
Exclusion$257,047,005ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$57,025,951TotalRevenueColumnAmt
Exclusion$57,025,951ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$13,201,846RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$0RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$13,201,846RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$13,201,846TotalRevenueColumnAmt
Exclusion$13,201,846ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$740,494,057SecuritiesAmt
Other-$2,370,752OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$740,494,057SecuritiesAmt
Other-$2,370,752OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$738,123,305TotalRevenueColumnAmt
Exclusion$738,123,305ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$188,687FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$1,614,837ContriRptFundraisingEventAmt
Fundraising Direct Expenses$273,598FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$84,911TotalRevenueColumnAmt
Exclusion-$84,911ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtExclusionExclusionAmt
Financial Administration611710$8,701,572$8,701,572
Concessions/Services611710$11,485,672$11,485,672
Network and communications611710$153,325$153,325

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$20,340,569OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$6,366,155,640TotalRevenueColumnAmt
Related Or Exempt Func Income$4,181,552,204RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$39,642,333UnrelatedBusinessRevenueAmt
Exclusion$1,085,653,765ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$188,924,155TotalAmt
Program Services$188,924,155ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$348,100,044TotalAmt
Program Services$348,100,044ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$27,125,308TotalAmt
Program Services$27,125,308ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$32,562,857TotalAmt
Program Services$20,794,003ProgramServicesAmt
Management And General$10,977,460ManagementAndGeneralAmt
Fundraising$791,394FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$3,568,549TotalAmt
Program Services$2,598,382ProgramServicesAmt
Management And General$970,167ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$2,061,055,157TotalAmt
Program Services$1,906,019,252ProgramServicesAmt
Management And General$134,855,433ManagementAndGeneralAmt
Fundraising$20,180,472FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$166,825,437TotalAmt
Program Services$153,479,402ProgramServicesAmt
Management And General$11,677,781ManagementAndGeneralAmt
Fundraising$1,668,254FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$298,081,437TotalAmt
Program Services$274,234,922ProgramServicesAmt
Management And General$20,865,701ManagementAndGeneralAmt
Fundraising$2,980,814FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$147,307,817TotalAmt
Program Services$135,523,192ProgramServicesAmt
Management And General$10,311,547ManagementAndGeneralAmt
Fundraising$1,473,078FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$29,426,931TotalAmt
Management And General$29,426,931ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$7,576,963TotalAmt
Program Services$6,364,649ProgramServicesAmt
Management And General$1,136,544ManagementAndGeneralAmt
Fundraising$75,770FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$1,056,001TotalAmt
Management And General$1,056,001ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$780,106TotalAmt
Management And General$780,106ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$398,156TotalAmt
Fundraising$398,156FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$7,233,620TotalAmt
Management And General$7,233,620ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$62,786,330TotalAmt
Program Services$35,160,345ProgramServicesAmt
Management And General$26,998,122ManagementAndGeneralAmt
Fundraising$627,863FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$5,009,598TotalAmt
Program Services$4,759,118ProgramServicesAmt
Management And General$250,480ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$27,623,334TotalAmt
Program Services$27,070,868ProgramServicesAmt
Management And General$276,233ManagementAndGeneralAmt
Fundraising$276,233FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$21,207,998TotalAmt
Program Services$17,178,478ProgramServicesAmt
Management And General$3,817,440ManagementAndGeneralAmt
Fundraising$212,080FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$600TotalAmt
Program Services$600ProgramServicesAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$136,240,015TotalAmt
Program Services$119,891,213ProgramServicesAmt
Management And General$14,986,402ManagementAndGeneralAmt
Fundraising$1,362,400FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$9,625,134TotalAmt
Program Services$8,085,113ProgramServicesAmt
Management And General$962,513ManagementAndGeneralAmt
Fundraising$577,508FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$11,028,727TotalAmt
Program Services$11,028,727ProgramServicesAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$56,277,638TotalAmt
Program Services$53,463,756ProgramServicesAmt
Management And General$2,813,882ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$234,677,903TotalAmt
Program Services$225,290,787ProgramServicesAmt
Management And General$9,387,116ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$30,848,403TotalAmt
Program Services$30,848,403ProgramServicesAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
Educational Expense$21,847,098$21,847,098
Medical Expense$1,170,305,314$1,170,305,314
Provision for Bad Debts$110,705,989$110,705,989
Administrative Expense$33,860,912$33,860,912

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$202,824,459TotalAmt
Program Services$202,789,104ProgramServicesAmt
Management And General$35,355ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$5,454,891,990TotalAmt
Program Services$5,101,588,222ProgramServicesAmt
Management And General$322,679,746ManagementAndGeneralAmt
Fundraising$30,624,022FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

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

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$2,645,606,186BOYAmt
EOY$3,205,302,579EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$180,994,384BOYAmt
EOY$181,810,848EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$984,734,719BOYAmt
EOY$1,042,874,860EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$290,000BOYAmt
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$41,116,875BOYAmt
EOY$45,938,768EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$204,477,793BOYAmt
EOY$148,222,501EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$7,259,917,856LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$3,658,866,309LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$3,266,415,920BOYAmt
EOY$3,601,051,547EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$916,515,945BOYAmt
EOY$1,027,946,226EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$12,060,466,331BOYAmt
EOY$10,784,030,844EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$18,440,893BOYAmt
EOY$16,414,989EOYAmt

Intangible Assets IntangibleAssetsGrp

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

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$18,054,847BOYAmt
EOY$84,204,619EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$20,337,113,893BOYAmt
EOY$20,137,797,781EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$962,390,010BOYAmt
EOY$785,114,282EOYAmt

Grants Payable GrantsPayableGrp

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

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$311,547,710BOYAmt
EOY$340,557,377EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,581,596,370BOYAmt
EOY$1,783,658,470EOYAmt

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$944,541,062BOYAmt
EOY$1,163,787,691EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,948,925,024BOYAmt
EOY$1,734,999,500EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$5,749,000,176BOYAmt
EOY$5,808,117,320EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$6,583,569,730BOYAmt
EOY$6,836,851,603EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$8,004,543,987BOYAmt
EOY$7,492,828,858EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$14,588,113,717BOYAmt
EOY$14,329,680,461EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$20,337,113,893BOYAmt
EOY$20,137,797,781EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$911,263,650ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$1,454,344,150NetUnrlzdGainsLossesInvstAmt
Donated Services And Use Fclts$0DonatedServicesAndUseFcltsAmt
Investment Expense$0InvestmentExpenseAmt
Prior Period Adjustments$0PriorPeriodAdjustmentsAmt
Other Changes In Net Assets$284,647,244OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
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$1,090,729,734CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$850,730,627CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$838,625,720CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,076,895,012CurrentTaxYearMinus1YearAmt
Current Tax Year$1,059,307,338CurrentTaxYearAmt
Total$4,916,288,431TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,090,729,734CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$850,730,627CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$838,625,720CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,076,895,012CurrentTaxYearMinus1YearAmt
Current Tax Year$1,059,307,338CurrentTaxYearAmt
Total$4,916,288,431TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$445,001,564SubstantialContributorsTotAmt
Public Support Total170$4,471,286,867PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$111,030,258CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$78,536,728CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$12,036,136CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year-$216,142,578CurrentTaxYearMinus1YearAmt
Current Tax Year$327,274,802CurrentTaxYearAmt
Total$312,735,346TotalAmt

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$15,950,816CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$20,080,284CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$12,203,703CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$15,894,282CurrentTaxYearMinus1YearAmt
Current Tax Year$20,255,658CurrentTaxYearAmt
Total$84,384,743TotalAmt
FieldValueIRS element (for citing)
Total Support$5,313,408,520TotalSupportAmt
Gross Receipts Rltd Activities$18,240,886,487GrossReceiptsRltdActivitiesAmt
Public Support CY1700.8415PublicSupportCY170Pct
Public Support PY1700.8674PublicSupportPY170Pct
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 - -122362.0, COLUMN B - -513250.0, COLUMN C - 558520.0, COLUMN D - 147326.0, COLUMN E - -84911.0, COLUMN F - -14677.0; DESCRIPTION - FINANCIAL ADMINISTRATION, COLUMN A - 3535935.0, COLUMN B - 7436635.0, COLUMN C - 1288861.0, COLUMN D - 6565428.0, COLUMN E - 8701572.0, COLUMN F - 27528431.0; DESCRIPTION - CONCESSIONS / SERVICES, COLUMN A - 12313225.0, COLUMN B - 12934093.0, COLUMN C - 10177987.0, COLUMN D - 9029203.0, COLUMN E - 11485672.0, COLUMN F - 55940180.0; DESCRIPTION - NETWORK/COMMUNICATIONS, COLUMN A - 224018.0, COLUMN B - 222806.0, COLUMN C - 178335.0, COLUMN D - 152325.0, COLUMN E - 153325.0, COLUMN F - 930809.0;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$288,180DirectContactLegislatorsAmt
Rallies DemonstrationsfalseRalliesDemonstrationsInd
Other ActivitiesYes (true)OtherActivitiesInd
Other Activities$491,926OtherActivitiesAmt
Total Lobbying Expenditures$780,106TotalLobbyingExpendituresAmt
Not Described Section501c3falseNotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule C, Part II-BFormAndLineReferenceDesc
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: $287,248 STATE LOBBYING: $932 TOTAL: $288,180 LINE 1I: SALARIES: $327,394 TRAVEL: $14,904 MEMBERSHIP DUES: $112,203 OFFICE OVERHEAD: $37,425 TOTAL: $491,926ExplanationTxt

Schedule D IRS990ScheduleD

Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp

FieldValueIRS element (for citing)
Revenues Included$0RevenuesIncludedAmt
Assets Included$121,125,454AssetsIncludedAmt
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$9,713,595,126BeginningYearBalanceAmt
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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$7,072,756,171BeginningYearBalanceAmt
Contributions$78,163,794ContributionsAmt
Investment Earnings Or Losses$694,008,238InvestmentEarningsOrLossesAmt
Grants Or Scholarships$31,045,191GrantsOrScholarshipsAmt
Other Expenditures$322,556,500OtherExpendituresAmt
Administrative Expenses$23,819,841AdministrativeExpensesAmt
End Year Balance$7,467,506,671EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$6,464,536,599BeginningYearBalanceAmt
Contributions$292,998,264ContributionsAmt
Investment Earnings Or Losses$599,055,065InvestmentEarningsOrLossesAmt
Grants Or Scholarships$29,942,643GrantsOrScholarshipsAmt
Other Expenditures$230,701,487OtherExpendituresAmt
Administrative Expenses$23,189,627AdministrativeExpensesAmt
End Year Balance$7,072,756,171EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$6,175,223,812BeginningYearBalanceAmt
Contributions$59,005,107ContributionsAmt
Investment Earnings Or Losses$502,127,129InvestmentEarningsOrLossesAmt
Grants Or Scholarships$27,763,922GrantsOrScholarshipsAmt
Other Expenditures$221,891,319OtherExpendituresAmt
Administrative Expenses$22,164,208AdministrativeExpensesAmt
End Year Balance$6,464,536,599EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.2479BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.3165PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.4356TermEndowmentBalanceEOYPct
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$124,016,754OtherCostOrOtherBasisAmt
Book Value$124,016,754BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$3,611,658,459OtherCostOrOtherBasisAmt
Depreciation$1,688,696,269DepreciationAmt
Book Value$1,922,962,190BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$3,524,242,643OtherCostOrOtherBasisAmt
Depreciation$1,970,170,040DepreciationAmt
Book Value$1,554,072,603BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$3,601,051,547TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (9 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
Short-term investments$453,940,203F
Public Equity$3,204,696,187F
Fixed Income Securities$0F
Real Estate$952,982,721F
Private Equity/Venture Capital$3,726,232,483F
Miscellaneous Investments$3,285,944F
Interest in Perpetual Funds$1,682,142,109F
Absolute Return$760,751,197F
Private Market Investments
FieldValueIRS element (for citing)
Total Book Value Securities$10,784,030,844TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (9 entries)

DescDescAmtAmt
Interest payable$39,207,455
Annuities payable$13,951,356
Benefit obligations/professional liabilities$291,563,932
Funds held in trust for others$1,121,577,616
Government advances federal loan programs$11,886,546
Liability for derivative instruments$87,265,767
Asset Retirement Obligation$63,085,051
Operating lease liabilities$89,878,307
Finance lease liabilities$16,583,470
FieldValueIRS element (for citing)
Total Liability$1,734,999,500TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd

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 COLLECTS, PRESERVES, EXHIBITS, AND INTERPRETS ART AND ARTIFACTS FROM ANTIQUITY TO THE PRESENT IN ORDER TO PROVIDE UNIQUE OPPORTUNITIES FOR EDUCATION AND ENRICHMENT IN THE COMMUNITY AND TO PROMOTE INTERDISCIPLINARY TEACHING AND RESEARCH AT EMORY UNIVERSITY. THE COLLECTIONS EMPHASIZE: 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; F) THE ART OF ASIA. THE MUSEUM IS FORTUNATE TO HAVE RECEIVED ASSISTANCE FROM 73 VOLUNTEERS DURING THE REPORTING YEAR WHO COLLECTIVELY PROVIDED APPROXIMATELY 2,545 HOURS LEADING TOURS, CONDUCTING WORKSHOPS, ASSISTING WITH THE CONSERVATION TREATMENT OF ARTWORK, FACILITATING SPECIAL EVENTS, AND PROVIDING OTHER ADMINISTRATIVE SUPPORT. 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 fundsTHE INTENDED USES OF EMORY UNIVERSITY'S ENDOWMENT FUNDS CONSIST OF A VARIETY OF AREAS INCLUDING FUNDING OF SCHOLARSHIPS AND FELLOWSHIPS, ENDOWED CHAIRS, LECTURESHIPS, PROFESSORSHIPS, OPERATING BUDGET SUPPORT, LIBRARY MATERIALS, CAPITAL PROJECTS, RESEARCH, STUDENT LOANS AND OTHER SPECIAL PROJECTS.
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. The Tax Cuts and Job Acts (the Act) imposes an excise tax on net investment income and excess compensation for certain organizations and established rules for calculating unrelated business income. Based on reasonable estimates under the current regulatory guidance on the Act, Emory has recognized current and deferred tax liabilities, aggregating $12.7 million as of August 31, 2022 and $34.6 million as of August 31, 2021. The University also has a net operating loss carryforward related to unrelated business income aggregating $171.4 million, for which valuation allowance of $144 million is recorded as of August 31, 2022. As of August 31, 2021, the University had a net operating loss carryforward of $133.7 million, with a valuation allowance of $113.4 million. The University regularly evaluates its tax positions and as of August 31, 2022 and 2021, there were no material uncertain tax positions.

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 (72 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
Central America and the Caribbean00InvestmentsINVESTMENTS$4,367,823,477
Central America and the Caribbean01PROGRAM SERVICECONFERENCE$7,890
Central America and the Caribbean01PROGRAM SERVICEEDUCATION$33,202
Central America and the Caribbean00PROGRAM SERVICEGRANT$10,413
Central America and the Caribbean00PROGRAM SERVICERECRUITING$406
Central America and the Caribbean012PROGRAM SERVICERESEARCH$162,156
Central America and the Caribbean00PROGRAM SERVICESUBCONTRACT$412,697
East Asia and the Pacific00InvestmentsINVESTMENTS$27,015,550
East Asia and the Pacific00PROGRAM SERVICEALUMNI ACTIVITY$2,702
East Asia and the Pacific00PROGRAM SERVICECONFERENCE$40,446
East Asia and the Pacific04PROGRAM SERVICEEDUCATION$82,243
East Asia and the Pacific00PROGRAM SERVICEFUNDRAISING$14,996
East Asia and the Pacific00PROGRAM SERVICEMEETINGS$2,425
East Asia and the Pacific00PROGRAM SERVICEPERFORMANCE/EXHIBITION$5,281
East Asia and the Pacific00PROGRAM SERVICERECRUITING$23,608
East Asia and the Pacific015PROGRAM SERVICERESEARCH$657,184
East Asia and the Pacific00PROGRAM SERVICESUBCONTRACT$1,097,438
Europe (Including Iceland and Greenland)00InvestmentsINVESTMENTS$352,148,990
Europe (Including Iceland and Greenland)00InvestmentsMANAGEMENT$16,789
Europe (Including Iceland and Greenland)00PROGRAM SERVICEALUMNI ACTIVITY$65,373
Europe (Including Iceland and Greenland)00PROGRAM SERVICECONFERENCE$477,920
Europe (Including Iceland and Greenland)134PROGRAM SERVICEEDUCATION$2,264,485
Europe (Including Iceland and Greenland)00PROGRAM SERVICEFUNDRAISING$33,596
Europe (Including Iceland and Greenland)00PROGRAM SERVICEMARKETING$33,025
Europe (Including Iceland and Greenland)00PROGRAM SERVICEPERFORMANCE/EXHIBITION$12,187
Europe (Including Iceland and Greenland)00PROGRAM SERVICERECRUITING$266,423
Europe (Including Iceland and Greenland)027PROGRAM SERVICERESEARCH$1,414,711
Europe (Including Iceland and Greenland)00PROGRAM SERVICESUBCONTRACT$3,219,744
Middle East and North Africa01PROGRAM SERVICECONFERENCE$41,656
Middle East and North Africa01PROGRAM SERVICEEDUCATION$8,193
Middle East and North Africa00PROGRAM SERVICEMEETINGS$268
Middle East and North Africa06PROGRAM SERVICERESEARCH$71,904
North America (Canada Mexico only)00InvestmentsINVESTMENTS$68,355,189
North America (Canada Mexico only)00PROGRAM SERVICEALUMNI ACTIVITY$440
North America (Canada Mexico only)00PROGRAM SERVICECONFERENCE$87,145
North America (Canada Mexico only)02PROGRAM SERVICEEDUCATION$89,842
North America (Canada Mexico only)00PROGRAM SERVICEFUNDRAISING$226
North America (Canada Mexico only)00PROGRAM SERVICEMEETINGS$4,040
North America (Canada Mexico only)00PROGRAM SERVICEPERFORMANCE/EXHIBITION$86
North America (Canada Mexico only)00PROGRAM SERVICERECRUITING$72,002
North America (Canada Mexico only)07PROGRAM SERVICERESEARCH$358,680
North America (Canada Mexico only)00PROGRAM SERVICESUBCONTRACT$2,990,597
Russia and Neighboring States00InvestmentsINVESTMENTS$297,462
Russia and Neighboring States00PROGRAM SERVICECONFERENCE$1,181
Russia and Neighboring States01PROGRAM SERVICEEDUCATION$19,392
Russia and Neighboring States012PROGRAM SERVICERESEARCH$400,645
Russia and Neighboring States00PROGRAM SERVICESUBCONTRACT$389,460
South America00InvestmentsINVESTMENTS$4,578,840
South America01PROGRAM SERVICECONFERENCE$10,150
South America03PROGRAM SERVICEEDUCATION$174,017
South America00PROGRAM SERVICEFUNDRAISING$225
South America00PROGRAM SERVICEMEETINGS$10,466
South America00PROGRAM SERVICERECRUITING$1,865
South America015PROGRAM SERVICERESEARCH$166,798
South America00PROGRAM SERVICESUBCONTRACT$907,827
South Asia00InvestmentsINVESTMENTS$93,959,038
South Asia01InvestmentsMANAGEMENT$38,180
South Asia00PROGRAM SERVICECONFERENCE$6,614
South Asia05PROGRAM SERVICEEDUCATION$734,015
South Asia00PROGRAM SERVICEMEETINGS$1,937
South Asia00PROGRAM SERVICERECRUITING$11,951
South Asia121PROGRAM SERVICERESEARCH$953,604
South Asia00PROGRAM SERVICESUBCONTRACT$3,271,541
Sub-Saharan Africa00InvestmentsINVESTMENTS$342,679,678
Sub-Saharan Africa00InvestmentsMANAGEMENT$229
Sub-Saharan Africa00PROGRAM SERVICECONFERENCE$49,301
Sub-Saharan Africa01PROGRAM SERVICEEDUCATION$74,551
Sub-Saharan Africa00PROGRAM SERVICEGRANT$1,214
Sub-Saharan Africa00PROGRAM SERVICEMEETINGS$463
Sub-Saharan Africa00PROGRAM SERVICERECRUITING$4,001
Sub-Saharan Africa793PROGRAM SERVICERESEARCH$1,600,087
Sub-Saharan Africa00PROGRAM SERVICESUBCONTRACT$14,836,004
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees33SubtotalEmployeesCnt
Continuation Total Office9ContinuationTotalOfficeCnt
Continuation Total Employee231ContinuationTotalEmployeeCnt
Total Office9TotalOfficeCnt
Total Employee264TotalEmployeeCnt
Subtotal Spent$4,396,294,676SubtotalSpentAmt
Continuation Spent$898,311,685ContinuationSpentAmt
Total Spent$5,294,606,361TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp (102 entries)

RegionRegionTxtPurpose Of GrantPurposeOfGrantTxtCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxt
Europe (Including Iceland and Greenland)Subcontract$54,006Wire
Sub-Saharan AfricaSubcontract$8,424Wire
Sub-Saharan AfricaSubcontract$158,323Wire
Sub-Saharan AfricaSubcontract$143,703Wire
Sub-Saharan AfricaSubcontract$83,827Wire
Russia and Neighboring StatesSubcontract$10,000Wire
Sub-Saharan AfricaSubcontract$367,077Wire
Europe (Including Iceland and Greenland)Subcontract$39,552Wire
North America (Canada Mexico only)Subcontract$126,670Wire
Europe (Including Iceland and Greenland)Subcontract$137,238Wire
South AsiaSubcontract$11,626Wire
South AsiaSubcontract$456,427Wire
Sub-Saharan AfricaSubcontract$232,416Wire
South AsiaSubcontract$192,767Wire
East Asia and the PacificSubcontract$46,591Wire
Sub-Saharan AfricaSubcontract$204,923Wire
North America (Canada Mexico only)Subcontract$534,367Wire
Europe (Including Iceland and Greenland)Subcontract$35,393Wire
Sub-Saharan AfricaSubcontract$16,471Wire
East Asia and the PacificSubcontract$79,663Wire
East Asia and the PacificSubcontract$75,131Wire
North America (Canada Mexico only)Subcontract$429,610Wire
Europe (Including Iceland and Greenland)Subcontract$3,822,092Wire
East Asia and the PacificSubcontract$64,606Wire
East Asia and the PacificSubcontract$593,374Wire
Europe (Including Iceland and Greenland)Subcontract$41,580Wire
Sub-Saharan AfricaSubcontract$114,500Wire
Europe (Including Iceland and Greenland)Subcontract$75,000Wire
Sub-Saharan AfricaSubcontract$21,725Wire
South AmericaSubcontract$20,239Wire
South AmericaSubcontract$808,605Wire
South AmericaSubcontract$68,190Wire
Sub-Saharan AfricaSubcontract$4,178,902Wire
Europe (Including Iceland and Greenland)Subcontract$108,218Wire
Europe (Including Iceland and Greenland)Subcontract$8,728Wire
Europe (Including Iceland and Greenland)Subcontract$43,977Wire
Europe (Including Iceland and Greenland)Subcontract$46,385Wire
South AsiaSubcontract$1,757,819Wire
Europe (Including Iceland and Greenland)Subcontract$170,685Wire
Europe (Including Iceland and Greenland)Subcontract$177,790Wire
Sub-Saharan AfricaSubcontract$69,941Wire
Europe (Including Iceland and Greenland)Subcontract$139,084Wire
Sub-Saharan AfricaSubcontract$21,755Wire
South AsiaSubcontract$12,599Wire
Central America and the CaribbeanSubcontract$36,865Wire
Sub-Saharan AfricaSubcontract$91,927Wire
South AsiaSubcontract$262,622Wire
South AsiaSubcontract$77,376Wire
South AsiaSubcontract$5,219Wire
Europe (Including Iceland and Greenland)Subcontract$20,456Wire
Sub-Saharan AfricaSubcontract$18,811Wire
Sub-Saharan AfricaSubcontract$8,910Wire
Europe (Including Iceland and Greenland)Subcontract$46,302Wire
Europe (Including Iceland and Greenland)Subcontract$1,967,533Wire
South AsiaSubcontract$62,321Wire
East Asia and the PacificSubcontract$78,418Wire
North America (Canada Mexico only)Subcontract$952,285Wire
South AsiaSubcontract$58,435Wire
Sub-Saharan AfricaSubcontract$35,836Wire
East Asia and the PacificSubcontract$18,340Wire
Sub-Saharan AfricaSubcontract$10,263Wire
Russia and Neighboring StatesSubcontract$132,855Wire
Russia and Neighboring StatesSubcontract$87,619Wire
Sub-Saharan AfricaSubcontract$122,560Wire
Europe (Including Iceland and Greenland)Subcontract$83,245Wire
Russia and Neighboring StatesSubcontract$90,401Wire
Sub-Saharan AfricaSubcontract$76,855Wire
Sub-Saharan AfricaSubcontract$81,239Wire
Sub-Saharan AfricaSubcontract$56,086Wire
Sub-Saharan AfricaSubcontract$72,003Wire
Russia and Neighboring StatesSubcontract$30,104Wire
Sub-Saharan AfricaSubcontract$262,326Wire
South AsiaSubcontract$112,921Wire
Sub-Saharan AfricaSubcontract$6,900Wire
East Asia and the PacificSubcontract$118,800Wire
South AsiaSubcontract$243,069Wire
Europe (Including Iceland and Greenland)Subcontract$21,604Wire
Russia and Neighboring StatesSubcontract$37,974Wire
Europe (Including Iceland and Greenland)Subcontract$27,432Wire
North America (Canada Mexico only)Subcontract$321,999Wire
Europe (Including Iceland and Greenland)Subcontract$316,205Wire
North America (Canada Mexico only)Subcontract$42,504Wire
Sub-Saharan AfricaSubcontract$19,333Wire
Europe (Including Iceland and Greenland)Subcontract$247,500Wire
North America (Canada Mexico only)Subcontract$93,724Wire
South AmericaSubcontract$6,820Wire
Europe (Including Iceland and Greenland)Subcontract$125,837Wire
Central America and the CaribbeanSubcontract$375,832Wire
Europe (Including Iceland and Greenland)Subcontract$52,656Wire
Europe (Including Iceland and Greenland)Subcontract$28,597Wire
Sub-Saharan AfricaSubcontract$9,500Wire
North America (Canada Mexico only)Subcontract$179,000Wire
Europe (Including Iceland and Greenland)Subcontract$114,766Wire
Sub-Saharan AfricaSubcontract$59,944Wire
Europe (Including Iceland and Greenland)Subcontract$809,401Wire
North America (Canada Mexico only)Subcontract$310,439Wire
Europe (Including Iceland and Greenland)Subcontract$385,344Wire
East Asia and the PacificSubcontract$39,140Wire
Sub-Saharan AfricaSubcontract$27,700Wire
Sub-Saharan AfricaSubcontract$282,549Wire
Sub-Saharan AfricaSubcontract$1,932,128Wire
Sub-Saharan AfricaSubcontract$112,285Wire
FieldValueIRS element (for citing)
Total501c3 Org102Total501c3OrgCnt
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; NORTH AMERICA (CANADA MEXICO ONLY)-Accrual; RUSSIA AND NEIGHBORING STATES-Accrual; SOUTH AMERICA-Accrual; SOUTH ASIA-Accrual; SUB-SAHARAN AFRICA-Accrual

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Mail SolicitationsYes (X)MailSolicitationsInd
Email SolicitationsYes (X)EmailSolicitationsInd
Phone SolicitationsYes (X)PhoneSolicitationsInd
In Person SolicitationsYes (X)InPersonSolicitationsInd
Solicitation Of Non Govt GrantsYes (X)SolicitationOfNonGovtGrantsInd
Solicitation Of Govt GrantsYes (X)SolicitationOfGovtGrantsInd
Special Fundraising EventsYes (X)SpecialFundraisingEventsInd
Agrmt Prof Fundraising ActyYes (true)AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp

Organization Business Name OrganizationBusinessName

FieldValueIRS element (for citing)
Business Name Line1MARKETEAM LLCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line126012 PALAAddressLine1Txt
CityMISSION VIEJOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92691ZIPCd
FieldValueIRS element (for citing)
ActivityDONOR ACQActivityTxt
Fundraiser Control Of FundsfalseFundraiserControlOfFundsInd
Gross Receipts$231,105GrossReceiptsAmt
Retained By Contractor$398,156RetainedByContractorAmt
Net To Organization-$167,051NetToOrganizationAmt
FieldValueIRS element (for citing)
Total Gross Receipts$231,105TotalGrossReceiptsAmt
Total Retained By Contractors$398,156TotalRetainedByContractorsAmt
Total Net To Organization-$167,051TotalNetToOrganizationAmt
Licensed StatesCALicensedStatesCd
Licensed StatesCOLicensedStatesCd
Licensed StatesCTLicensedStatesCd
Licensed StatesDELicensedStatesCd
Licensed StatesDCLicensedStatesCd
Licensed StatesFLLicensedStatesCd
Licensed StatesGALicensedStatesCd
Licensed StatesALLicensedStatesCd
Licensed StatesHILicensedStatesCd
Licensed StatesIDLicensedStatesCd
Licensed StatesILLicensedStatesCd
Licensed StatesINLicensedStatesCd
Licensed StatesIALicensedStatesCd
Licensed StatesKSLicensedStatesCd
Licensed StatesKYLicensedStatesCd
Licensed StatesLALicensedStatesCd
Licensed StatesMELicensedStatesCd
Licensed StatesAKLicensedStatesCd
Licensed StatesMDLicensedStatesCd
Licensed StatesMALicensedStatesCd
Licensed StatesMILicensedStatesCd
Licensed StatesMNLicensedStatesCd
Licensed StatesMSLicensedStatesCd
Licensed StatesMOLicensedStatesCd
Licensed StatesMTLicensedStatesCd
Licensed StatesNELicensedStatesCd
Licensed StatesNVLicensedStatesCd
Licensed StatesNHLicensedStatesCd
Licensed StatesNJLicensedStatesCd
Licensed StatesNMLicensedStatesCd
Licensed StatesNYLicensedStatesCd
Licensed StatesNCLicensedStatesCd
Licensed StatesNDLicensedStatesCd
Licensed StatesOHLicensedStatesCd
Licensed StatesOKLicensedStatesCd
Licensed StatesORLicensedStatesCd
Licensed StatesPALicensedStatesCd
Licensed StatesAZLicensedStatesCd
Licensed StatesRILicensedStatesCd
Licensed StatesSCLicensedStatesCd
Licensed StatesSDLicensedStatesCd
Licensed StatesTNLicensedStatesCd
Licensed StatesTXLicensedStatesCd
Licensed StatesUTLicensedStatesCd
Licensed StatesVTLicensedStatesCd
Licensed StatesVALicensedStatesCd
Licensed StatesARLicensedStatesCd
Licensed StatesWALicensedStatesCd
Licensed StatesWVLicensedStatesCd
Licensed StatesWILicensedStatesCd
Licensed StatesWYLicensedStatesCd

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1WINSHIP 5KEvent1Nm
Gross Receipts Event1$1,007,928GrossReceiptsEvent1Amt
Charitable Contri Event1$900,469CharitableContriEvent1Amt
Gross Revenue Event1$107,459GrossRevenueEvent1Amt
Other Direct Expenses Event1$151,366OtherDirectExpensesEvent1Amt
Event2A FAMILY AFFAIREvent2Nm
Gross Receipts Event2$503,373GrossReceiptsEvent2Amt
Charitable Contri Event2$500,125CharitableContriEvent2Amt
Gross Revenue Event2$3,248GrossRevenueEvent2Amt
Other Direct Expenses Event2$53,534OtherDirectExpensesEvent2Amt
Other Events Total2OtherEventsTotalCnt
Gross Receipts Other Events$292,223GrossReceiptsOtherEventsAmt
Charitable Contri Other Events$214,243CharitableContriOtherEventsAmt
Gross Revenue Other Events$77,980GrossRevenueOtherEventsAmt
Oth Direct Expnss Other Events$68,698OthDirectExpnssOtherEventsAmt
Gross Receipts Total$1,803,524GrossReceiptsTotalAmt
Charitable Contributions Tot$1,614,837CharitableContributionsTotAmt
Gross Revenue Total Events$188,687GrossRevenueTotalEventsAmt
Oth Direct Expnss Total Events$273,598OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$273,598DirectExpenseSummaryEventsAmt
Net Income Summary-$84,911NetIncomeSummaryAmt

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)
Activities Or Programs0ActivitiesOrProgramsCnt
Persons Served0PersonsServedCnt
Total Community Benefit Expns$81,178,970TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$0DirectOffsettingRevenueAmt
Net Community Benefit Expns$81,178,970NetCommunityBenefitExpnsAmt
Total Expense0.0152TotalExpensePct

Unreimbursed Medicaid UnreimbursedMedicaidGrp

FieldValueIRS element (for citing)
Activities Or Programs0ActivitiesOrProgramsCnt
Persons Served0PersonsServedCnt
Total Community Benefit Expns$235,717,952TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$148,069,902DirectOffsettingRevenueAmt
Net Community Benefit Expns$87,648,050NetCommunityBenefitExpnsAmt
Total Expense0.0164TotalExpensePct

Unreimbursed Costs UnreimbursedCostsGrp

FieldValueIRS element (for citing)
Activities Or Programs0ActivitiesOrProgramsCnt
Persons Served0PersonsServedCnt
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$316,896,922TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$148,069,902DirectOffsettingRevenueAmt
Net Community Benefit Expns$168,827,020NetCommunityBenefitExpnsAmt
Total Expense0.0316TotalExpensePct

Community Health Services CommunityHealthServicesGrp

FieldValueIRS element (for citing)
Activities Or Programs0ActivitiesOrProgramsCnt
Persons Served0PersonsServedCnt
Total Community Benefit Expns$6,489,529TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$0DirectOffsettingRevenueAmt
Net Community Benefit Expns$6,489,529NetCommunityBenefitExpnsAmt
Total Expense0.0012TotalExpensePct

Health Professions Education HealthProfessionsEducationGrp

FieldValueIRS element (for citing)
Activities Or Programs0ActivitiesOrProgramsCnt
Persons Served0PersonsServedCnt
Total Community Benefit Expns$569,501,643TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$75,369,627DirectOffsettingRevenueAmt
Net Community Benefit Expns$494,132,016NetCommunityBenefitExpnsAmt
Total Expense0.0924TotalExpensePct

Subsidized Health Services SubsidizedHealthServicesGrp

FieldValueIRS element (for citing)
Activities Or Programs0ActivitiesOrProgramsCnt
Persons Served0PersonsServedCnt
Total Community Benefit Expns$340,300,416TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$148,069,902DirectOffsettingRevenueAmt
Net Community Benefit Expns$192,230,514NetCommunityBenefitExpnsAmt
Total Expense0.0360TotalExpensePct

Research ResearchGrp

FieldValueIRS element (for citing)
Activities Or Programs0ActivitiesOrProgramsCnt
Persons Served0PersonsServedCnt
Total Community Benefit Expns$808,477,472TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$638,143,042DirectOffsettingRevenueAmt
Net Community Benefit Expns$170,334,430NetCommunityBenefitExpnsAmt
Total Expense0.0319TotalExpensePct

Cash And In Kind Contributions CashAndInKindContributionsGrp

FieldValueIRS element (for citing)
Activities Or Programs0ActivitiesOrProgramsCnt
Persons Served0PersonsServedCnt
Total Community Benefit Expns$163,211TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$0DirectOffsettingRevenueAmt
Net Community Benefit Expns$163,211NetCommunityBenefitExpnsAmt
Total Expense0.0000TotalExpensePct

Total Other Benefits TotalOtherBenefitsGrp

FieldValueIRS element (for citing)
Activities Or Programs0ActivitiesOrProgramsCnt
Persons Served0PersonsServedCnt
Total Community Benefit Expns$1,724,932,271TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$861,582,571DirectOffsettingRevenueAmt
Net Community Benefit Expns$863,349,700NetCommunityBenefitExpnsAmt
Total Expense0.1615TotalExpensePct

Total Community Benefits TotalCommunityBenefitsGrp

FieldValueIRS element (for citing)
Activities Or Programs0ActivitiesOrProgramsCnt
Persons Served0PersonsServedCnt
Total Community Benefit Expns$2,041,829,193TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$1,009,652,473DirectOffsettingRevenueAmt
Net Community Benefit Expns$1,032,176,720NetCommunityBenefitExpnsAmt
Total Expense0.1931TotalExpensePct

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)
Net Community Benefit Expns$0NetCommunityBenefitExpnsAmt
Total Expense0.0TotalExpensePct

Health Improvement Advocacy HealthImprovementAdvocacyGrp

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

Workforce Development WorkforceDevelopmentGrp

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

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$0TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$0DirectOffsettingRevenueAmt
Net Community Benefit Expns$0NetCommunityBenefitExpnsAmt
Total Expense0.0TotalExpensePct
FieldValueIRS element (for citing)
Bad Debt Expense ReportedYes (true)BadDebtExpenseReportedInd
Bad Debt Expense$109,079,628BadDebtExpenseAmt
Bad Debt Expense Attributable$2,181,600BadDebtExpenseAttributableAmt
Reimbursed By Medicare$384,061,339ReimbursedByMedicareAmt
Cost Of Care Reimbursed By Medcr$477,124,976CostOfCareReimbursedByMedcrAmt
Medicare Surplus Or Shortfall-$93,063,637MedicareSurplusOrShortfallAmt

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 NEATLANTAGA30322EMORYHEALTHCARE.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)
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 Conducted21CHNAConductedYr
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 Adpt21ImplementationStrategyAdptYr
Strategy Posted WebsiteYes (true)StrategyPostedWebsiteInd
Strategy Website URLEMORYHEALTHCARE.ORG/COMMUNITYI/INDEX/HTMLStrategyWebsiteURLTxt
Organization Incur Excise TaxfalseOrganizationIncurExciseTaxInd
Elig Criteria ExplainedYes (true)EligCriteriaExplainedInd
FPG Family Incm Lmt Free DscntYes (X)FPGFamilyIncmLmtFreeDscntInd
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/FINANCIAL-ASSISTANCE.HTMLFAPAvailableOnWebsiteURLTxt
FAP App Available On WebsiteYes (X)FAPAppAvailableOnWebsiteInd
FAP App Available On Website URLEMORYHEALTHCARE.ORG/PATIENTS-VISITORS/FINANCIAL-ASSISTANCE.HTMLFAPAppAvailableOnWebsiteURLTxt
FAP Summary On WebsiteYes (X)FAPSummaryOnWebsiteInd
FAP Summary On Website URLEMORYHEALTHCARE.ORG/PATIENTS-VISITORS/FINANCIAL-ASSISTANCE.HTMLFAPSummaryOnWebsiteURLTxt
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 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. 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 SEVENTEEN REPRESENTATIVES FROM 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: HTTPS://WWW.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
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 2022, 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 2022, EMORY HEALTHCARE HAS SOUGHT TO ADDRESS ALL THE NEEDS IDENTIFIED IN THE FISCAL YEAR 2022 CHNAS THROUGH A VARIETY OF ACTIONS. THE FISCAL YEAR 2022 CHNAS INCLUDE AN ASSESSMENT OF PROGRESS MADE ON THE FISCAL YEAR 2019 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. WE ALSO UTILIZE 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/FINANCIAL-ASSISTANCE.HTML
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/FINANCIAL-ASSISTANCE.HTML 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 BENEFIT REPORTEMORY UNIVERSITY/WOODRUFF HEALTH SCIENCES CENTER COMMUNITY BENEFIT REPORT CAN BE FOUND ON THE WEB AT: http://whsc.emory.edu/publications/pdfs/community-benefit-reports/community-benefits-report-2022.pdf
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) Seven GENERAL AND ACUTE CARE HOSPITALS: EMORY UNIVERSITY HOSPITAL, EMORY UNIVERSITY ORTHOPAEDICS SPINE HOSPITAL, EMORY UNIVERSITY HOSPITAL MIDTOWN, EMORY UNIVERSITY HOSPITAL SMYRNA, Emory Decatur Hospital, Emory Hillandale Hospital, and Emory Long-Term Acute Care Hospital; 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, EMORY UNIVERSITY HOSPITAL MIDTOWN AND EMORY UNIVERSITY HOSPITAL SMYRNA ARE OPERATING DIVISIONS OF EMORY UNIVERSITY. EMORY JOHNS CREEK HOSPITAL AND SAINT JOSEPH'S HOSPITAL OF ATLANTA, INC. 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 $25 MILLION IN UNCOMPENSATED PATIENT CARE TO GRADY IN FY 2022. 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 $62 MILLION FOR THIS PURPOSE IN FY 2022. 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 CHARITY CARE 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 CHARITY CARE AND COMMUNITY BENEFIT PROVIDED BY EMORY HEALTHCARE, PLEASE VIEW THE EMORY UNIVERSITY/WOODRUFF HEALTH SCIENCES CENTER COMMUNITY BENEFIT REPORT AT: HTTP://whsc.emory.edu/publications/pdfs/community-benefit-reports/community-benefits-report-2022.pdf 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 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), 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 IS ANTICIPATED TO UNDERGO SIGNIFICANT RENOVATION IN THE UPCOMING YEARS TO BETTER MEET THE NEEDS OF ITS COMMUNITY.
Schedule H, Part I, Line 3 Lines 3a 3bPlease see the Financial Assistance Policy and plain language summary at EMORYHEALTHCARE.ORG/PATIENTS-VISITORS/FINANCIAL-ASSISTANCE.HTML
Schedule H, Part I, Line 7g Subsidized Health ServicesEMORY UNIVERSITY HAS INCLUDED $176,669,547 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 calculation109079628
Schedule H, Part III, Line 2 Bad debt expense - methodology used to estimate amountSee Emory's audited financial statement footnote #6 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 AUDITED FINANCIAL STATEMENT FOOTNOTE #6 NET PATIENT SERVICE REVENUE INCLUDES DISCUSSION ON PROVISIONS FOR UNCOLLECTIBLE ACCOUNTS FOR EMORY HEALTHCARE. EMORY UNIVERSITY'S 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/FINANCIAL-ASSISTANCE.HTML;
Schedule H, Part V, Section B, Line 16b FAP Application websiteA - EMORY UNIVERSITY HOSPITAL: Line 16b URL: EMORYHEALTHCARE.ORG/PATIENTS-VISITORS/FINANCIAL-ASSISTANCE.HTML;
Schedule H, Part V, Section B, Line 16c FAP plain language summary websiteA - EMORY UNIVERSITY HOSPITAL: Line 16c URL: EMORYHEALTHCARE.ORG/PATIENTS-VISITORS/FINANCIAL-ASSISTANCE.HTML;
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 UTILIZE 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/FINANCIAL-ASSISTANCE.HTML
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 (398 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxtAddress Line2USAddress/AddressLine2TxtBusiness Name Line2RecipientBusinessName/BusinessNameLine2TxtNon Cash AssistanceNonCashAssistanceAmtValuation Method UsedValuationMethodUsedDescNon Cash AssistanceNonCashAssistanceDesc
ACCESS REPRODUCTIVE CARE-SOUTHEAST
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ADVANCED CLINICAL LLC
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ADVOCACY HOUSE SERVICES INC
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ADVOCATE HEALTH HOSP CORP
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ALBANY MUSEUM OF ART INC
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ALTAMA MUSEUM OF ART AND HISTORY
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AMERICAN ACADEMY OF NURSING INC
1000 VERMONT AVEWASHINGTONDC20005522213870501(c)(3)$37,000DONATION
AMERICAN CANCER SOCIETY INC
3380 CHASTAIN MEADOWSKENNESAWGA30144131788491501(c)(3)$50,546DONATION/RESEARCH/SUBCON
AMERICAN HEART ASSOCIATION INC
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AMERICAN JEWISH COMMITTEE
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ANDREW COLLEGE
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ANDREWS RESEARCH EDUCATION FOUNDATION INC
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225 E CHICAGO AVE BOX 282CHICAGOIL60611362170833501(c)(3)$89,416RESEARCH/SUBCONTRACT
Andrew J Young Foundation Inc
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ARIZONA STATE UNIVERSITY
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ASSOCIATION OF PSYCHOLOGICAL SCIENCE
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ATLANTA CIVIC CIRCLE INC
455 8TH STREET NEATLANTAGA30308831429642501(c)(3)$13,000GRANT
ATLANTA EDUCATIONAL TELECOMMUNICTIONS COLLABORATIVE
DBA PUBLIC BROADCASTING OF ATLANTAATLANTAGA30324582126423501(c)(3)$10,000GRANT740 BISMARK RD NE
ATLANTA HARM REDUCTION COALITION
1231 JOSEPH E BOONE BLVDATLANTAGA30314582227958501(c)(3)$50,000RESEARCH/SUBCONTRACT
ATLANTA JEWISH FILM SOCIETY INC
PO BOX 746371ATLANTAGA30374471260411501(c)(3)$20,000GRANT
ATLANTA METROPOLITAN STATE COLLEGE
1630 METROPOLITAN PARKWAY SWATLANTAGA30310581190222GOVT$51,375RESEARCH/SUBCONTRACT
ATLANTA PRESS CLUB INC
6300 POWERS FERRY RD NWATLANTAGA30339580969761501(c)(3)$12,500GRANTSUITE 600-355
AUBURN UNIVERSITY
208 M WHITE SMITH HALLAUBURN UNIVERSITYAL368495110633600072115$496,154RESEARCH/SUBCONTRACT
AUGUSTA MUSEUM OF HISTORY INC
560 REYNOLDS STREETAUGUSTAGA30901586000097501(c)(3)$17,500GRANT
AUGUSTA UNIVERSITY
1120 15TH STREET CJ 3301AUGUSTAGA30912586002053GOVT$310,842RESEARCH/SUBCONTRACT
AUGUSTA UNIVERSITY RESEARCH INSTITUTE INC
P O BOX 945552AUGUSTAGA30912581418202501(c)(3)$187,197RESEARCH/SUBCONTRACT
AURORA THEATRE INC
PO BOX 2014LAWRENCEVILLEGA30046582450282501(c)(3)$10,000GRANT
BAPTIST HEALTH RESEARCH INSTITUTE
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BAYLOR COLLEGE OF MEDICINE
ONE BAYLOR PLAZAHOUSTONTX77030741613878501(c)(3)$479,718RESEARCH/SUBCONTRACT
BENAROYA RESEARCH INSTITUTE AT VIRGINIA MASON
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BIENESTAR HUMAN SERVICES INC
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BIG BEND CARES INC
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BOARD OF REGENTS NEVADA SYSTEM OF HIGHER EDUCATION
1000 VALLEY RD/MS 186RENONV89512886000024GOVT$152,368RESEARCH/SUBCONTRACT
BOARD OF TRUSTEES OF ILLINOIS STATE UNIVERSITY
100 N UNIVERSITY STNORMALIL61761376014070GOVT$45,793RESEARCH/SUBCONTRACT
BOCA RATON REGIONAL HOSPITAL INC
800 MEADOWS ROADBOCA RATONFL33486591006663501(c)(3)$418,169RESEARCH/SUBCONTRACT
BOGGS RURAL LIFE CENTER INC
4729 QUAKER ROADKEYSVILLEGA30816581889136501(c)(3)$10,000GRANT
BRIGHAM AND WOMENS HOSPITAL INC
75 FRANCIS STBOSTONMA02115042312909501(c)(3)$1,308,870RESEARCH/SUBCONTRACT
BROAD INSTITUTE INC
415 MAIN STREETCAMBRIDGEMA02142263428781501(c)(3)$293,183RESEARCH/SUBCONTRACT
BROWN UNIVERSITY OF PROVIDENCE
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BULLOCH COUNTY HISTORICAL SOCIETY
315 SAVANNAH AVENUESTATESBOROGA30458581633537501(c)(3)$10,500GRANT
CALIFORNIA INSTITUTE OF TECHNOLOGY
POST AWARD ADMINISTRATIONPASADENACA91125951643307501(c)(3)$515,910RESEARCH/SUBCONTRACT1200 E CALIFORNIA BLVD
CAPITOL AREA REENTRY PROGRAM INC
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CARNEGIE MELLON UNIVERSITY
P O BOX 371032PITTSBURGHPA15250250969449501(c)(3)$13,090RESEARCH/SUBCONTRACT
CASE WESTERN RESERVE UNIVERSITY
NORD HALL SUITE 615CLEVELANDOH44106341018992501(c)(3)$453,793RESEARCH/SUBCONTRACT
CEDARS-SINAI MEDICAL CENTER
6500 WILSHIRE BLVD STE 1150LOS ANGELESCA90048951644600501(c)(3)$535,782RESEARCH/SUBCONTRACT
CENTERS FOR DISEASE CONTROL PREVENTION
PO BOX 15580ATLANTAGA30333586051157GOVT$2,663,343RESEARCH/SUBCONTRACT
CENTRAL KENTUCKY HARM REDUCTION COALITION
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CEREBRAL PALSY FOUNDATION INC
3 COLUMBUS CIRCLE 15TH FLOORNEW YORKNY10019136093337501(c)(3)$22,500RESEARCH/SUBCONTRACT
CHATTAHOOCHEE VALLEY LIBRARIES INC
3000 MACON RDCOLUMBUSGA31906586000143GOVT$7,998GRANT
CHEROKEE NATION
P O BOX 1669TAHLEQUAHOK74465730757033GOVT$80,366RESEARCH/SUBCONTRACT
CHILDREN'S HEALTH CARE DBA CHILDREN'S HOSPITALS CLINICS OF MN
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CHILDREN'S HEALTHCARE OF ATLANTA FOUNDATION
1575 NORTHEAST EXPRESSWAYATLANTAGA30329581710601501(c)(3)$31,644RESEARCH/SUBCONTRACT
CHILDREN'S HEALTHCARE OF ATLANTA INC
1575 NORTHEAST EXPRESSWAYATLANTAGA30329582367819501(c)(3)$4,399,033RESEARCH/SUBCONTRACT
CHILDREN'S HOSPITAL COLORADO
13123 E 16TH AVENUEAURORACO80045840166760501(c)(3)$7,500RESEARCH/SUBCONTRACTB 115
CHILDREN'S HOSPITAL CORPORATION DBA BOSTON CHILDREN'S HOSPITAL
P O BOX 414413BOSTONMA022414413042774441501(c)(3)$1,284,643RESEARCH/SUBCONTRACT
CHILDRENS HOSPITAL LOS ANGELES
THE SABAN RESEARCH INSTITUTELOS ANGELESCA90027951690977501(c)(3)$130,239RESEARCH/SUBCONTRACT4650 SUNSET BOULEVARD
CHILDREN'S HOSPITAL MEDICAL CENTER
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CHILDREN'S MERCY HOSPITAL
PO BOX 803852KANSAS CITYMO641803852440605373501(c)(3)$23,348RESEARCH/SUBCONTRACT
CHILDRENS MUSEUM OF ATLANTA INC
275 CENTENNIAL OLYMPIC PARK DRIVE NATLANTAGA30313581785484501(c)(3)$12,500GRANT
CHILDRENS NATIONAL MEDICAL CENTER
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CHILDRENS RESEARCH INSTITUTE
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CHIPLEY HISTORICAL CENTER OF PINE MOUNTAIN
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CHRISTOPHER NEWPORT UNIVERSITY
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COASTAL HERITAGE SOCIETY INC
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COBB LANDMARKS HISTORICAL SOCIETY INC
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COLORADO STATE UNIVERSITY
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COMMON GOOD ATLANTA INC
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COMMUNITY HEALTH PREVENTION INTERVENTION EDUCATION RESEARCH
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CORNELL UNIVERSITY
PO BOX 22ITHACANY14851150532082501(c)(3)$209,309RESEARCH/SUBCONTRACT
CURATORS OF THE UNIVERSITY OF MISSOURI
PO BOX 807012KANSAS CITYMO641807012436003859GOVT$49,434DONATION/RESEARCH/SUBCONTRACT
DANA-FARBER CANCER INSTITUTE
PO BOX 412846BOSTONMA02241042263040501(c)(3)$314,052RESEARCH/SUBCONTRACT
DARTMOUTH- HITCHCOCK CLINIC
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DECATUR BOOK FESTIVAL INC
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DREXEL UNIVERSITY
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DUKE UNIVERSITY
PO BOX 602651CHARLOTTENC282602651560532129501(c)(3)$871,015RESEARCH/SUBCONTRACT
EAGLE PASS SEXUALITY ADVOCACY FOR EVERYONE
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EAST TENNESSEE STATE UNIVERSITY
BOX 70732JOHNSON CITYTN376140732626021046GOVT$13,707RESEARCH/SUBCONTRACT
ELON UNIVERSITY
P O BOX 398ELONNC27244560532303501(c)(3)$23,430RESEARCH/SUBCONTRACT
Saint Joseph's Hospital of Atlanta
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EmorySaint Joseph's Inc
1440 Clifton Rd NEATLANTAGA30342452721833501(c)(3)$20,971,548DONATION
ENGAGING ARKANSAS COMMUNITIES
PO BOX 22002LITTLE ROCKAR72221844947395501(c)(3)$100,000RESEARCH/SUBCONTRACT
EQUALITY FOUNDATION OF GEORGIA INC
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EQUIFY HEALTH INC
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EXPRESS H O M E PROGRAM
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FAMILY CARE STRATEGIES LLC
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FAMILY HEALTH INTERNATIONAL
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FARMWORKER ASSOCIATION OF FLORIDA INC
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FDTN FOR ATLANTA VETERANS EDUCATION AND RESEARCH INC
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FENWAY COMMUNITY HEALTH CENTER INC
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FERST READERS INC
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FLORIDA AM UNIVERSITY
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FLORIDA STATE UNIVERSITY
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FOUNDATION OF WESLEY WOODS
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FRED HUTCHINSON CANCER CENTER
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FRIENDS OF CHIEFTAINS MUSEUM INC
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FRIENDS OF GEORGIA STATE PARKS HISTORIC SITES INC
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FRIENDS OF THE DOUGLASS THEATRE COMPLEX INC
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FRIENDS OF THE NATIONAL INSTITUTE OF NURSING RESEARCH
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FRIENDS OF THE SIXTH CAVALRY MUSEUM INC
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GAY LESBIAN COMMUNITY CENTER OF GREATER FORT LAUDERDALE INC
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GEORGE MASON UNIVERSITY
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GEORGE WASHINGTON UNIVERSITY
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GEORGE WEST MENTAL HEALTH FOUNDATION INC DBA SKYLAND TRAIL
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GEORGIA CENTER FOR CIVIC ENGAGEMENT INC
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GEORGIA HOPE
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GEORGIA NATURAL RESOURCES FOUNDATION
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GEORGIA PUBLIC HEALTH ASSOCIATION
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GEORGIA STATE UNIVERSITY FOUNDATION INC
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GEORGIA STATE UNIVERSITY RESEARCH FOUNDATION INC
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GEORGIA TECH RESEARCH CORPORATION
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GEORGIA TRUST FOR HISTORIC PRESERVATION INC
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GEORGIA WOMEN OF ACHIEVEMENT INC
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GEORGIA WRITERS MUSEUM INC
PO BOX 3429EATONTONGA31024462127922501(c)(3)$7,500GRANT
GEORGIA'S OLD CAPITAL HERITAGE CENTER AT THE DEPOT INC
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GRADY MEMORIAL HOSPITAL CORPORATION
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H LEE MOFFITT CANCER CENTER RESEARCH INSTITUTE INC
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HARVARD PILGRIM HEALTH CARE INC
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HEALTH CONNECT SOUTH FOUNDATION INC
PO BOX 813723SMYRNAGA30081845081124501(c)(3)$15,000DONATION
HEALTHCARE INTERACTIVE
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HEALTHMPOWERS INC
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HENRY FORD HEALTH SYSTEM
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HENRY M JACKSON FOUNDATION FOR THE ADVANCEMENT OF MILITARY MEDICINE
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HENRY W GRADY HEALTH SYSTEM FOUNDATION INC
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HERE'S TO LIFE INC
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HISTORIC AUGUSTA INC
P O BOX 37AUGUSTAGA30903586072126501(c)(3)$6,000GRANT
HISTORIC WESTSIDE GARDENS ATL INC
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HJF MEDICAL RESEARCH INTERNATIONAL INC
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HOAG MEMORIAL HOSPITAL PRESBYTERIAN
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HORIZONS COMMUNITY SOLUTIONS INC
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HOUSE OF SERENITY INC
P O BOX 55355ATLANTAGA30308473731609501(c)(3)$35,000RESEARCH/SUBCONTRACT
HOWARD UNIVERSITY
12244 10TH ST NWWASHINGTONDC20059530204707501(c)(3)$5,825RESEARCH/SUBCONTRACTROOM 401
HYPE TO EMPOWER INC
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ICAHN SCHOOL OF MEDICINE AT MOUNT SINAI
ONE GUSTAVE L LEVY PLACENEW YORKNY10029136171197501(c)(3)$773,644RESEARCH/SUBCONTRACT
INDIANA UNIVERSITY
400 E 7TH STBLOOMINGTONIN47405356001673GOVT$305,409RESEARCH/SUBCONTRACT
INFECTIOUS DISEASE SPECIALISTS OF ATLANTA PC
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INOTIV
2701 KENT AVENUEWEST LAFAYETTEIN47906351345024$101,790RESEARCH/SUBCONTRACT
INSCOPIX INC
2462 EMBARCADERO WAYPALO ALTOCA94303273632371$37,762RESEARCH/SUBCONTRACT
J CRAIG VENTER INSTITUTE INC
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J DAVID GLADSTONE INSTITUTES
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JACK HADLEY BLACK HISTORY MEMORABILIA INC
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JAEB CENTER FOR HEALTH RESEARCH INC
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JFK MEDICAL CENTER
ATTN RESEARCH DEPARTMENT MAIN FLOATLANTISFL33462621694180$5,445RESEARCH/SUBCONTRACT5301 S CONGRESS AVENUE
JOEL CHANDLER HARRIS ASSOCIATION
DBA THE WRENS NESTATLANTAGA30310580966186501(c)(3)$11,500GRANT1050 RALPH DAVID ABERNATHY BLVD SW
JOHNS HOPKINS UNIVERSITY
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KAISER FOUNDATION RESEARCH INSTITUTE
KAISER PERMANENTEOAKLANDCA94612941105628501(c)(3)$459,875RESEARCH/SUBCONTRACT1950 FRANKINS ST
KANSAS STATE UNIVERSITY
2323 ANDERSON AVENUEMANHATTANKS66502480771751GOVT$78,801RESEARCH/SUBCONTRACT
KENNEDY KRIEGER CHILDRENS HOSPITAL INC
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KENNESAW STATE UNIVERSITY
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KIPP METRO ATLANTA COLLABORATIVE INC
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KITWARE INC
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LA JOLLA INSTITUTE FOR IMMUNOLOGY
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LATINOS SALUD INC
2330 WILTON DRIVEWILTON MANORSFL33305262763535501(c)(3)$25,000RESEARCH/SUBCONTRACT
LEHIGH UNIVERSITY
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LEUKEMIA LYMPHOMA SOCIETY INC
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LIBERTY THEATRE CULTURAL CENTER INC
P O BOX 1844COLUMBUSGA31902043708251501(c)(3)$10,000GRANT
LINCOLN COUNTY BOARD OF COMMISSIONERS
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LOUISIANA STATE UNIVERSITY HEALTH SCIENCES CENTER
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LOVELACE BIOMEDICAL RESEARCH INSTITUTE
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LSU HEALTH SCIENCES CENTER SHREVEPORT
PO BOX 33932SHREVEPORTLA71130720702002GOVT$50,141RESEARCH/SUBCONTRACT
LUPUS FOUNDATION OF AMERICA INC
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MAINEHEALTH
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MAP INTERNATIONAL
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MARCUS JEWISH COMMUNITY CENTER OF ATLANTA INC
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MASSACHUSETTS GENERAL HOSPITAL
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MASSACHUSETTS INSTITUTE OF TECHNOLOGY
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MAYO CLINIC JACKSONVILLE
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MCINTOSH COUNTY SHOUTERS INC
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MCLEAN HOSPITAL CORPORATION
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MEDICAL UNIVERSITY OF SOUTH CAROLINA
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MEDLINK GEORGIA INC
P O BOX 459COLBERTGA306280459581394645501(c)(3)$384,315RESEARCH/SUBCONTRACT
MEDSHARE INTERNATIONAL INC
3420 Clifton Springs RdDECATURGA30034582433968501(c)(3)MEDICAL SUPPLIES$136,500FMVMEDICAL SUPPLIES
MEMORIAL SLOAN-KETTERING CANCER CENTER
1275 YORK AVENEW YORKNY10065131924236501(c)(3)$101,752RESEARCH/SUBCONTRACT
MERCER UNIVERSITY
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MERIDIAN EDUCATION RESOURCE GROUP INC
DBA WITEFOORD INCATLANTAGA30317582180056501(c)(3)$79,630RESEARCH/SUBCONTRACT1353 GEORGE W BRUMLEY WAY SE
MERIDIAN HERALD INC
PO BOX 1684DECATURGA30031582345108501(c)(3)$20,000GRANT
METROHEALTH MEDICAL CENTER
C/O THE METROHEALTH SYSTEMCLEVELANDOH44193346004382GOVT$108,102RESEARCH/SUBCONTRACTPO BOX 73308
MICHIGAN PUBLIC HEALTH INSTITUTE
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MISSISSIPPI PUBLIC HEALTH INSTITUTE
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MISSISSIPPI STATE UNIVERSITY
OFFICE OF THE CONTROLLER TREASUREMISSISSIPPI STATEMS39762646000810GOVT$99,130RESEARCH/SUBCONTRACTPO DRAWER 5227
MOREHOUSE COLLEGE
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MORGAN COUNTY FOUNDATION INC
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MUSEUM OF ARTS SCIENCES INC
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NAESM INC
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NATIONAL ASSOCIATION OF HISPANIC NURSES
PO BOX 501LEXINGTONKY40588450559412501(c)(3)$7,500DONATION
NATIONAL CENTER FOR CIVIL AND HUMAN RIGHTS INC
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NATIONAL COUNCIL ON ALCOHOLISM DRUG DEPENDENCE OF CENTRAL MS AREA
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NATIONAL COUNCIL ON FAMILY RELATIONS
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NATIONAL FOUNDATION FOR THE CENTERS FOR DISEASE CONTROL PREVENTION INC
PO BOX 117300ATLANTAGA30308582106707501(c)(3)$171,989RESEARCH/SUBCONTRACT
NATIONAL JEWISH HEALTH
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NATIONAL MEDICAL FELLOWSHIPS INC
PO BOX 3875NEW YORKNY10163010963657501(c)(3)$16,500DONATION
NAVICENT HEALTH INC
MEDICAL CENTER OF CENTRAL GEORGIAMACONGA31201582149127501(c)(3)$216,572RESEARCH/SUBCONTRACT777 HEMLOCK STREET
NEIGHBORS BUILDING NEIGHBORHOODS INC
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NEW YORK CITY HEALTH AND HOSPITALS CORPORATION
55 WATER STREETNEW YORKNY10041132655001GOVT$558,249RESEARCH/SUBCONTRACT25TH FL
NEW YORK UNIVERSITY
PO BOX 5166NEWNY10087135562308501(c)(3)$291,789RESEARCH/SUBCONTRACT
NOAIDS TASK FORCE DBA CRESCENTCARE
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NORTH CAROLINA STATE UNIVERSITY
2831 THURMAN DRRALEIGHNC276957214566000756GOVT$143,817RESEARCH/SUBCONTRACT
NORTH CENTRAL HEALTH DISTRICT
C/O GEORGIA DEPT PUBLIC HEALTHMACONGA31201581110625GOVT$7,186RESEARCH/SUBCONTRACT201 SECOND ST SUITE 1100
NORTHEAST GEORGIA HISTORY CENTER AT BRENAU UNIVERSITY INC
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NORTHEASTERN UNIVERSITY
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NORTHWEST GEORGIA REGIONAL LIBRARY INC
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NORTHWESTERN UNIVERSITY
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OAK RIDGE ASSOCIATED UNIVERSITIES INC
P O BOX 117OAK RIDGETN37831620476816501(c)(3)$150,253RESEARCH/SUBCONTRACT
OCEAN NANOTECH LLC
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OHIO UNIVERSITY
PO BOX 960ATHENSOH45701316402113GOVT$65,957RESEARCH/SUBCONTRACT
OHIOHEALTH CORPORATION
3545 OLENTANGY RIVER RDCOLUMBUSOH432143907314394942501(c)(3)$15,500RESEARCH/SUBCONTRACTSUITE 301
OKLAHOMA MEDICAL RESEARCH FOUNDATION
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OPERATION BREAKTHROUGH INC
3039 TROOST AVENUEKANSAS CITYMO64109430971560501(c)(3)$36,600RESEARCH/SUBCONTRACT
OREGON HEALTH SCIENCE UNIVERSITY
3181 SW SAM JACKSON PARK ROADPORTLANDOR972393098931176109GOVT$183,323RESEARCH/SUBCONTRACT
ORLANDO HEALTH INC
1414 KUHL AVENUE MP131ORLANDOFL32806591726273501(c)(3)$8,407RESEARCH/SUBCONTRACT
OSSABAW ISLAND FOUNDATION INC
13040 ABERCORN STREETSAVANNAHGA31401581397054501(c)(3)$15,000GRANTSUITE 20
PALMETTO AIDS LIFE SUPPORT SERVICES
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PEDIATRIX MEDICAL GROUP OF GEORGIA PC
PO BOX 281034ATLANTAGA30384650592449$89,894RESEARCH/SUBCONTRACT
PENNSYLVANIA STATE UNIVERSITY
500 UNIVERSITY DRIVEHERSHEYPA17033246000376GOVT$414,344RESEARCH/SUBCONTRACT
PEOPLES HARM REDUCTION ALLIANCE
PO BOX 85038SEATTLEWA98145352307112501(c)(3)$30,000RESEARCH/SUBCONTRACT
PHILADELPHIA COLLEGE OF OSTEOPATHIC MEDICINE
4190 CITY AVEPHILADELPHIAPA19131231355135501(c)(3)$25,000RESEARCH/SUBCONTRACT
PHOEBE PHYSICIAN GROUP INC
417 THIRD AVEALBANYGA31701263792403501(c)(3)$324,287RESEARCH/SUBCONTRACT
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PROJECT PROSPER INC
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PROJECT TRANSITIONS INC
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PROVIDENCE SACRED HEART MEDICAL CENTER
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RECTOR VISITORS OF THE UNIVERSITY OF VIRGINIA
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REDBUD LABS INC
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REFORMING ARTS INCORPORATED
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REGENTS OF THE UNIVERSITY OF CALIFORNIA
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REGENTS OF THE UNIVERSITY OF MICHIGAN
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REGINALD DIONNE SMITH FOUNDATION INC
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SALUS DISCOVERY LLC
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UNIVERSITY OF NEW MEXICO
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UNIVERSITY OF NORTH CAROLINA GREENSBORO
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UNIVERSITY OF NORTH CAROLINA WILMINGTON
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UNIVERSITY OF OKLAHOMA HEALTH SCIENCES CENTER
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UNIVERSITY OF OREGON
PO BOX 3237EUGENEOR974033237464727800GOVT$35,564RESEARCH/SUBCONTRACT
UNIVERSITY OF PITTSBURGH
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UNIVERSITY OF PUERTO RICO
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UNIVERSITY OF ROCHESTER
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UNIVERSITY OF TENNESSEE
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UNIVERSITY OF TEXAS
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UNIVERSITY OF TEXAS AT EL PASO
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UNIVERSITY OF TEXAS MEDICAL BRANCH AT GALVESTON
UTMB AT GALVESTON OSP DEPT 750DALLASTX75266746000949GOVT$38,566RESEARCH/SUBCONTRACT
UNIVERSITY OF TEXAS SOUTHWESTERN MEDICAL CENTER
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UNIVERSITY OF UTAH
201 S PRESIDENTS CIRCLE RM 411SALT LAKE CITYUT84112876000525GOVT$307,774RESEARCH/SUBCONTRACT
UNIVERSITY OF VERMONT AND STATE AGRICULTURAL COLLEGE
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UNIVERSITY OF WASHINGTON
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UNIVERSITY OF WEST GEORGIA
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UNIVERSITY OF WISCONSIN
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UTAH STATE UNIVERSITY
2400 OLD MAIN HILLLOGANUT84322876000528GOVT$151,701RESEARCH/SUBCONTRACT
VAN ANDEL RESEARCH INSTITUTE
333 BOSTWICK AVE NEGRAND RAPIDSMI49503522000823501(c)(3)$387,195RESEARCH/SUBCONTRACT
VANDERBILT UNIVERSITY
2301 VANDERBILT PLNASHVILLETN37240620476822501(c)(3)$595,521RESEARCH/SUBCONTRACT
VANDERBILT UNIVERSITY MEDICAL CENTER
1161 21ST AVE SNASHVILLETN37232352528741501(c)(3)$333,954RESEARCH/SUBCONTRACT
VETERANS HEALTH ADMINISTRATION
1660 S COLUMBIAN WAYSEATTLEWA98108910565166GOVT$19,684RESEARCH/SUBCONTRACT
WAKE FOREST UNIVERSITY
1834 WAKE FOREST RDWINSTONSALEMNC27109560532138501(c)(3)$12,089RESEARCH/SUBCONTRACT
WAKE FOREST UNIVERSITY HEALTH SCIENCES
MEDICAL CENTER BLVDWINSTONSALEMNC27157223849199501(c)(3)$40,896RESEARCH/SUBCONTRACT
WALKER COUNTY AFRICAN AMERICAN HISTORICAL ALUMNI ASSOCIATION
PO BOX 1695LITHONIAGA30058582556633501(c)(3)$15,000GRANT
WASHINGTON UNIVERSITY
700 ROSE DALE AVEST LOUISMO63112430653611501(c)(3)$473,077RESEARCH/SUBCONTRACT
WE LOVE BUFORD HIGHWAY INC
130 SADDLE CREEK CTROSWELLGA30076822154696501(c)(3)$20,000GRANT
WEILL CORNELL MEDICINE
1300 YORK AVENEW YORKNY10065131623978501(c)(3)$408,779RESEARCH/SUBCONTRACT
WESLEYAN COLLEGE
4760 FORSYTH ROADMACONGA31210580593438501(c)(3)$12,000GRANT
WESTERN WASHINGTON UNIVERSITY
516 HIGH STREETBELLINGHAMWA98225916000562GOVT$131,639RESEARCH/SUBCONTRACT
WHATSINTHEMIRROR
1221 NEW MEISTER LANEPFLUGERVILLETX78660811417075501(c)(3)$10,000RESEARCH/SUBCONTRACTUNIT 1622
WHITFIELD-MURRAY HISTORICAL SOCIETY INC
715 CHATTANOOGA AVEDALTONGA30720581264134501(c)(3)$17,500GRANT
WILLIAM BREMAN JEWISH HERITAGE MUSEUM
1440 SPRING STREET NWATLANTAGA30309020541872501(c)(3)$15,000GRANT
WILLIAM MARSH RICE UNIVERSITY
6100 MAIN ST MS 70HOUSTONTX77005741109620501(c)(3)$188,326RESEARCH/SUBCONTRACT
XTRAVA INC
3080 OLCOTT ST C201SANTA CLARACA95054473930549$20,033RESEARCH/SUBCONTRACT
YALE UNIVERSITY
PO BOX 1873NEW HAVENCT06508060646973501(c)(3)$993,838RESEARCH/SUBCONTRACT
FieldValueIRS element (for citing)
Total501c3 Org376Total501c3OrgCnt
Total Other Org22TotalOtherOrgCnt

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

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmt
Emory University grants assistance10939$348,095,044
EMORY LAW GRANT1$5,000

Supplemental Information Detail SupplementalInformationDetail (2 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 I, Line 2 Procedures for monitoring use of grant funds.EMORY 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 (43 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$1,217,185$0$470,000$0$105,902$0$326,100$0$98,100$0$2,217,287$0$0$0
VINCE DOLLARD
Former Officer$167,100$0$0$0$300$0$15,281$0$11,408$0$194,089$0$0$0
PAUL P MARTHERS
Former Officer$377,448$0$0$0$0$0$26,100$0$29,359$0$432,907$0$0$0
CLAIRE STERK
Former Officer$888,406$0$0$0$430,345$0$26,100$0$576,880$0$1,921,731$0$565,873$0
JAN LOVE
Former Officer$594,455$0$0$0$0$0$26,100$0$11,807$0$632,362$0$0$0
CHRISTOPHER AUGOSTINI
EVP - Business and Administration$1,224,421$0$112,174$0$0$0$200,400$0$22,300$0$1,559,295$0$0$0
ALLISON DYKES JOHNSON
VP - University Secretary$422,679$0$75,000$0$0$0$110,772$0$31,179$0$639,630$0$0$0
DELBRIDGE KING
VP - Human Resources$387,700$0$0$0$0$0$26,100$0$21,035$0$434,835$0$0$0
JONATHAN S LEWIN MD
See Schedule J, Part III$803,650$853,325$0$1,188,000$115,766$15,444$290,900$0$3,845$8,916$1,214,161$2,065,685$0$0
THERESA MILAZZO
VP - Human Resources$387,322$0$0$0$760$0$26,100$0$15,162$0$429,344$0$0$0
SRINIVAS PULAVARTI
VP-Investments$942,367$0$2,832,704$0$1,609,400$0$2,441,105$0$28,873$0$7,854,449$0$0$0
STEPHEN D SENCER
Sr VP General Counsel$691,479$0$39,125$0$0$0$131,100$0$37,627$0$899,331$0$0$0
BELVA WHITE
VP of Finance and Treasury$391,658$0$0$0$625$0$26,100$0$28,702$0$447,085$0$0$0
RAVI BELLAMKONDA
Provost/Exec VP, Acad Affairs$420,592$0$230,371$0$84,457$0$26,100$0$15,028$0$776,548$0$0$0
GREG ANDERSON
Former Key Employee$318,406$0$0$65,678$1,278$30$17,219$0$35,033$2,583$371,936$68,291$0$0
CHRISTIAN P LARSEN MD
Former Key Employee$357,830$258,927$0$107,197$19,680$5,184$41,046$0$5,279$15,485$423,835$386,793$0$0
DAVID STEPHENS MD
Former Key Employee$551,930$215,120$0$143,822$12,126$4,149$38,500$0$183$625$602,739$363,716$0$0
SARA SHOCKLEY
Former Key Employee$0$271,551$0$72,800$0$754$0$16,830$0$15,552$0$377,487$0$0
WILLIAM BORNSTEIN MD
CMO CQPSO (EHC)$0$678,811$0$294,975$0$116,641$15,034$0$0$27,209$15,034$1,117,636$0$0
DEBORAH BRUNER
SVP RESEARCH$454,131$0$33,516$0$1,300$0$25,118$0$22,021$0$536,086$0$0$0
CARLA CHANDLER
Hospital Group VP CFO$223,372$131,034$82,500$85,415$1,125$155$16,779$0$15,678$10,011$339,454$226,615$0$0
MICHAEL ELLIOTT
Dean of Emory College$544,282$0$0$0$0$0$26,100$0$17,102$0$587,484$0$0$0
BRYCE GARTLAND MD
Hospital Group President EHC$0$742,279$0$407,680$0$77,293$0$47,084$0$29,423$0$1,303,759$0$0
PATRICK HAMMOND
Chief Market Services Officer, EHC$0$536,553$0$622,787$0$85,241$0$15,088$0$40,238$0$1,299,907$0$0
JAMES T HATCHER
CFO Emory Healthcare$0$629,120$0$0$0$110,695$0$14,204$0$23,365$0$777,384$0$0
JOSHUA R NEWTON
SVP - Adv. Alum. Engagement$661,772$0$0$0$55,664$0$124,853$0$18,707$0$860,996$0$0$0
DANIEL OWENS
CEO - Emory University Hospital Midtown$557,893$1,000$0$283,444$1,778$82,380$15,021$0$9,107$24,087$583,799$390,911$0$0
SHARON PAPPAS
Chief Nursing Officer$0$434,873$0$191,720$0$92,685$0$14,038$0$24,304$0$757,620$0$11,965
DANE PETERSON
President Chief Operating Officer - EHC$0$1,065,328$0$635,250$0$150,140$0$20,963$0$41,569$0$1,913,250$0$0
SHEILA SANDERS
Chief Information Officer$0$443,720$0$117,354$0$1,737$0$13,968$0$24,256$0$601,035$0$0
DAVID B SANDOR
SVP Communications$376,822$0$0$0$230,625$0$26,100$0$22,435$0$655,982$0$0$0
VIKAS SUKHATME MD
Dean, School of Medicine$630,475$273,306$0$297,660$1,236$3,942$34,299$0$6,199$15,485$672,209$590,393$0$0
MATT WAIN
CEO - Emory University Hospital$551,502$0$0$222,740$4,940$30$13,277$80,400$9,421$24,087$579,140$327,257$0$0
ENKU GELAYE
SVP -Dean of Campus Life$438,824$0$0$0$42,050$0$26,100$0$30,489$0$537,463$0$0$0
LILICIA BAILEY
Chief HR Officer (EHC)$0$480,691$0$320,276$0$6,782$0$75,441$0$25,665$0$908,855$0$0
CARLA FREEMAN
Interim Dean - Emory College$398,707$0$0$0$0$0$23,400$0$18,511$0$440,618$0$0$0
BRADLEY HAWS
CFO Emory Healthcare$0$255,359$0$257,500$0$2,039$0$0$0$10,467$0$525,365$0$0
HEATHER HAMBY
CBO, SOM/Asc VP, Clin Intgrtn$556,428$0$239,064$0$0$0$26,100$0$20,790$0$842,382$0$0$0
FAIZ U AHMAD MD
Physician$421,867$762,512$27,579$1,310,489$14,173$378$37,087$0$7,616$20,982$508,322$2,094,361$0$0
DANIEL REFAI MD
Physician$0$930,643$0$1,053,027$8,035$648$26,520$0$198$32,288$34,753$2,016,606$0$0
JOHN M RHEE MD
Physician$0$1,116,220$0$829,154$8,044$1,026$26,625$0$188$26,118$34,857$1,972,518$0$0
MATTHEW ALAN WERNER
Investment Manager$396,050$0$1,515,108$0$0$0$26,100$0$31,190$0$1,968,448$0$0$0
PAUL J CHAI MD
Physician$0$1,839,290$0$172,462$0$2,139$0$26,100$0$20,547$0$2,060,538$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 THE PRESIDENT and the executive vice president for academic affairs, 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
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 paymentDavid Sandor received $230,625 in separation agreement pay.
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 $97,174 JONATHAN S. LEWIN MD $85,709 STEPHEN D. SENCER $38,475 Joshua Newton $36,114 Srinivas Pulavarti $59,400 Gregory Fenves $88,380
Schedule J, Part I, Line 7 Non-fixed paymentsRetention BONUSES WERE PAID TO CERTAIN Emory EXECUTIVES DURING THE YEAR Lilicia Bailey $50,000 Carla Chandler $82,500 Daniel Refai $100,000 A project bonus was paid to: Allison Dykes Johnson $75,000
Schedule J, Part I, Line 8 Payments on contract that is subject to the initial contract exceptionPer his employment letter, Srinivas Pulavarti received $1,550,000 in guaranteed incentive compensation. Per his employment agreement, Ravi Bellamkonda received $43,564 in contract payments to make up for lost benefits provided by his previous position

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$27,565,000$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$28,805,000$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$16,325,000$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)falseYes (true)false0.00810.00.0081falseYes (true)0.0031falseYes (true)
Bfalsefalsefalsefalse0.00.00.0falsefalseYes (true)
CfalseYes (true)Yes (true)falseYes (true)false0.00290.00.0029falsefalseYes (true)
DfalseYes (true)Yes (true)falseYes (true)false0.01830.00.0183falsefalseYes (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 RecHedgeIdentifiedInBksAndRecIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsInd
AfalsefalsefalseYes (true)falsefalsefalseYes (true)Yes (true)
BfalsefalsefalseYes (true)falsefalsefalsefalseYes (true)
CfalsefalsefalseYes (true)falsefalsefalseYes (true)Yes (true)
DfalsefalsefalseYes (true)falsefalsefalsefalseYes (true)

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

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

Supplemental Information Detail SupplementalInformationDetail (8 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; Refunding 2013B bonds
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) $10,760 PRIVATE COLLEGES AND UNIVERSITIES CUSIP # 74265LK23 (2016A) $26,971 PRIVATE COLLEGES AND UNIVERSITIES CUSIP # 74265LS41 (2019AB) $87 PRIVATE COLLEGES AND UNIVERSITIES CUSIP # 74265lu22 (2020b) $5,371
Schedule K, Part IV, Line 2c REBATE COMPUTATIONS PERFORMEDISSUE 2013A - 8/15/2018 ISSUE 2016A - 12/27/2021 ISSUE 2016B - 12/27/2021 ISSUE 2019AB - 12/27/2021
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 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 IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
Private Colleges and Universities Authority
A58140778074265LU222020-06-02$604,691,529See Part VI - 2020Bfalsefalsefalse
PRIVATE COLLEGES AND UNIVERSITIES AUTHORITY
B58140778074265L2W72022-08-11$366,644,108SEE PART VI - 2022ABfalsefalsefalse

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 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$0$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$366,644,108$0$0$1,358,753$0$0$13,884,920$135,100,000$216,300,435Yes (true)falsefalseYes (true)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 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 PropChangeInUseBondFinancedPropIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
AfalseYes (true)Yes (true)Yes (true)Yes (true)false0.00350.00.0035falsefalseYes (true)
BfalseYes (true)Yes (true)Yes (true)Yes (true)false0.00210.00.0021falsefalseYes (true)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsInd
AfalseYes (true)falsefalsefalsefalsefalsefalseYes (true)
BfalseYes (true)falsefalsefalsefalsefalsefalseYes (true)

Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)

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

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (13 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
Kirk Elifson
FAMILY MEM OF Former OFFICER$11,997Employeefalse
James Hunter Hatcher
FAMILY MEM OF KEY EMPLOYEE$124,842Employeefalse
Brittany Holston
FAMILY MEM OF BD MEMBER$113,892Employeefalse
Linda Orkin Lewin MD
FAMILY MEM OF OFFICER$121,733Employeefalse
Jennifer Mathews
FAMILY MEM OF KEY EMPLOYEE$110,991Employeefalse
Debbie King Miller
FAMILY MEM OF OFFICER$46,039Employeefalse
Ann Sencer
FAMILY MEM OF OFFICER$123,242Employeefalse
Kathleen Stephens
FAMILY MEM OF Former KEY EMPLOYEE$108,523Employeefalse
Vidula Sukhatme
FAMILY MEM OF KEY EMPLOYEE$67,500Independent Contractorfalse
Lalita Kaligotta
FAMILY MEM OF OFFICER$124,700Employeefalse
Chrisanthi Stampul Farrey
FAMILY MEM OF OFFICER$58,266Employeefalse
Lindsey B Gottlieb
FAMILY MEM OF KEY EMPLOYEE$186,219Employeefalse
Robert Goddard
FAMILY MEM OF KEY EMPLOYEE$85,588Employeefalse

Schedule M IRS990ScheduleM

Works Of Art WorksOfArtGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution3ContributionCnt
Noncash Contributions Rpt F990$132,000NoncashContributionsRptF990Amt
Method Of Determining RevenuesMarket valueMethodOfDeterminingRevenuesTxt

Books And Publications BooksAndPublicationsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Noncash Contributions Rpt F990$1,046,000NoncashContributionsRptF990Amt
Method Of Determining RevenuesOtherMethodOfDeterminingRevenuesTxt

Clothing And Household Goods ClothingAndHouseholdGoodsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Noncash Contributions Rpt F990$64,559NoncashContributionsRptF990Amt
Method Of Determining RevenuesMarket valueMethodOfDeterminingRevenuesTxt

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution153ContributionCnt
Noncash Contributions Rpt F990$74,271,651NoncashContributionsRptF990Amt
Method Of Determining RevenuesOtherMethodOfDeterminingRevenuesTxt

Real Estate Residential RealEstateResidentialGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution3ContributionCnt
Noncash Contributions Rpt F990$375,000NoncashContributionsRptF990Amt
Method Of Determining RevenuesMarket valueMethodOfDeterminingRevenuesTxt

Real Estate Other RealEstateOtherGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Noncash Contributions Rpt F990$178,835NoncashContributionsRptF990Amt
Method Of Determining RevenuesOtherMethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)

Non Cash CheckboxNonCashCheckboxIndDescDescContributionContributionCntNoncash Contributions Rpt F990NoncashContributionsRptF990AmtMethod Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)EQUIPMENT5$145,708Market value
Yes (X)MISCELLANEOUS2$1,164Market value
FieldValueIRS element (for citing)
Form8283 Received7Form8283ReceivedCnt
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 (11 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part I, Line 5 FORM 990, PART I, QUESTION 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 FORM 990, PART IV, LINE 12A PART XII, LINE 2BA COPY OF EMORY UNIVERSITY'S AUGUST 31, 2022 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 A CONFLICT OF INTEREST EXISTS, THE INDIVIDUAL WITH THE CONFLICT OF INTEREST MAY MAKE A PRESENTATION TO THE APPLICABLE COMMITTEE, BUT AFTER SUCH PRESENTATION, THE INDIVIDUAL MUST LEAVE THE MEETING DURING THE DISCUSSION OF, AND THE VOTE ON, THE TRANSACTION OR ARRANGEMENT THAT RESULTED IN THE CONFLICT OF INTEREST. DURING THE FISCAL YEAR NONE OF THE TRUSTEES WITH RELATED BUSINESS INTERESTS VOTED ON BUSINESS DECISIONS INVOLVING SUCH COMPANIES.
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 XI, Line 9 Other changes in net assets or fund balancesADJUSTMENT TO ANNUITIES PAYABLE - 2135748; CHANGE IN FAIR VALUE OF DERIVATIVE INSTRUMENTS - XXX-XX-XXXX; LOSS ON DEFEASEMENT OF DEBT - -441213; Pension Post Retirement Benefit Plan Adj - -28659000; TRANSFER OF NET ASSETS FROM CONSOLIDATED AFFILIATES - XXX-XX-XXXX; CHANGE IN UNDISTRIBUTED INCOME FROM PERPETUAL FUNDS HELD BY OTHERS - -45451759; Cuml-FIN47 Depr/Accr - 33063000; NET PERIODIC BENEFIT COST - 186000; NONOPERATING OTHER ADJUSTMENTS - -51581;
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: BRYCE GARTLAND, MD $32,814 Allison Dykes Johnson $85,667 DANE PETERSON $10,759 Christopher Augostini $174,300 Jonathan S. Lewin MD $247,500 Stephen D. Sencer $105,000 Joshua Newton $98,753 Srinivas Pulavarti $2,415,005 Lilicia Bailey $72,749 Gregory Fenves $300,000 Matt Wain $80,400 FOR PURPOSES OF RETENTION, EMORY MADE CONTRIBUTIONS TO 457(F) DEFERRED COMPENSATION ACCOUNTS FOR THE FOLLOWING INDIVIDUALS, WHICH VESTED IMMEDIATELY: BRYCE GARTLAND, MD $75,486 SHARON PAPPAS $65,550 DANE PETERSON $146,741 Patrick Hammond $81,300 James T Hatcher $95,100 Daniel Owens $82,350 William Bornstein, MD $100,650 THE FOLLOWING INDIVIDUAL 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. Claire Sterk $565,873 The following individual vested in a deferred compensation award made during prior years. This award was reported as deferred compensation in those years on Form 990 Sharon Pappas $11,965
Schedule J, Part II TitlesJonathan S. Lewin, MD - EVP Health Affairs, Emory University; Executive Director, Woodruff Health Sciences Center; President, CEO and Chairman of the Board, Emory Healthcare

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp (18 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-$675,764$3,656,975EMORY UNIVER
GOIZUETA BUSINESS SCHOOL REAL ESTATE
201 DOWMAN DRIVEATLANTAGA30322261718943INVESTMENTSGA$13,442$393,674EMORY UNIVER
EMORY UNIVERSITY STUDENT HEALTH COUNSEL
201 DOWMAN DRIVEATLANTAGA30322271119602HEALTHCAREGA$0$60,866EMORY UNIVER
EMORY INTEGRATED HEALTH SERVICES LLC
201 DOWMAN DRIVEATLANTAGA30322580566256HEALTH CLAIMSGA$0$0EMORY UNIVER
EUEP LLC
201 DOWMAN DRIVEATLANTAGA30322580566256REAL ESTATEGA$6,299,876$59,744,690EMORY 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$1,190,917$536,080EMORY UNIVER
EUMI LLC
201 DOWMAN DRIVEATLANTAGA30322580566256REAL ESTATEGA$105,167$8,025,825EMORY UNIVER
Emory International LLC
201 DOWMAN DRIVEATLANTAGA30322580566256GlobalGA$134$961EMORY UNIVER
Emory Global LLC
201 DOWMAN DRIVEATLANTAGA30322580566256GlobalGA$13,268$95,222EMORY UNIVER
Rose Acquisitions LLC
201 Dowman DriveAtlantaGA30322454889158InvestmentsGA$0$0Emory University

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (22 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
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

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtPredominant Income TypePredominantIncomeTypeTxtShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtDisproportionate AllocationsDisproportionateAllocationsIndUBI Code VUBICodeVAmtGeneral Or Managing PartnerGeneralOrManagingPartnerIndAddress Line2USAddress/AddressLine2Txt
ES REHAB LLC
201 DOWMAN DRIVEATLANTAGA30322463808276HEALTHCAREGAEMORY HEALTHRelated$2,573,290$11,424,566false$0false
FIRST EAGLE DIRECT LENDING CO-INVEST III (E) LLC
500 BOYLSTON STREETBOSTONMA02116320510874INVESTMENTSDEFIRST EAGLE DIRECT LENDING MANAGER III LLCExcluded$1,292,741$9,379,451false-$51,987falseSUITE 1250
Segra Resource Onshore Partners LP
1845 Woodall Rodgers FwyDallasTX75201352583377INVESTMENTSDESegra Global Management LLCExcluded$70,909,772$112,277,520false$0false
PLP DRAWDOWN LP
100 CARR 115 UNIT 1900RINCONPR006779998661001816INVESTMENTSPRPLP DRAWDOWN GP LLCExcluded$0$0false$0false

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (6 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 StateLegalDomicileStateCdAddress Line2USAddress/AddressLine2Txt
CLIFTON CASUALTY INSURANCE COMPANY LTD
PO BOX 1159878 WEST BAY RDGRAND CAYMANCJ840825711CAPTIVE INSURANCECJEMORY HEALTHC Corporation-$14,296,240$321,887,028Yes (true)
NORTHLAKE REGIONAL PHYSICIANS CENTER CONDOMINIUM ASSOCIATION INC
581850529MEDICAL BLDGNAC Corporation$99,428$218,545Yes (true)2859 PACES FERRY ROAD SUITE 1140ATLANTAGA30339GA
CHARITABLE REMAINDER TRUSTS (36)
CHARITABLE TRNATrust201 DOWMAN DRIVEATLANTAGA30322GA
POOLED INCOME FUND (1)
INCOME FUNDNATrust201 DOWMAN DRIVEATLANTAGA30322GA
DRHS Ventures Inc
201864828Joint VentureEmory HealthC Corporation$0$1,628Yes (true)2701 N Decatur RdDecaturGA30030GA
COLTRANE LONG VALUE OFFSHORE FUND LTD
981576207INVESTMENTSCJCOLTRANE ASSET MANAGEMENT LPC Corporation$2,197,436$61,871,825Yes (true)250 W 55TH STNEW YORKNY1001916TH FL
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$20,524,133FMV
EMORYSAINT JOSEPH'S INC
B$20,971,548FMV
EMORY HEALTHCARE INC
S$107,271,008FMV

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