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UNIVERSITY OF MIAMI: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
UNIVERSITY OF MIAMI (EIN 59-0624458)
Tax period
2020-06-01 to 2021-05-31
Filed
2022-04-12
IRS object ID
202211029349301406
Schema version
2020v4.2
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)
Return2022-04-12T11:38:30-05:00ReturnTs
Tax Period End2021-05-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN135565207PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KPMG LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1300 North Greene Street Suite 400AddressLine1Txt
CityGreensboroCityNm
State AbbreviationNCStateAbbreviationCd
ZIP27401ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2020-06-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN590624458EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1University of MiamiBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlUNIVBusinessNameControlTxt
Phone3052844877PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO Box 248106AddressLine1Txt
CityCoral GablesCityNm
State AbbreviationFLStateAbbreviationCd
ZIP331242912ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBrandon GillilandPersonNm
Person TitleVice President & CFOPersonTitleTxt
Phone3052842258PhoneNum
Signature2022-04-11SignatureDt
Discuss With Paid Preparer0DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstBrandonPersonFirstNm
Person LastGillilandPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonShawn HutchinsonPreparerPersonNm
PTINP01048557PTIN
Phone3362753394PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerBrandon GillilandPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11252 Memorial Dr Rm 230AddressLine1Txt
CityCGCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33146ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$5,594,313,460GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.MIAMI.EDUWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1925FormationYr
Legal Domicile StateFLLegalDomicileStateCd
Activity Or MissionThe University of Miami's mission is to educate and nurture students, to create knowledge through its comprehensive research programs, and to provide patient care services to our community and beyond.ActivityOrMissionDesc
Voting Members Governing Body64VotingMembersGoverningBodyCnt
Voting Members Independent56VotingMembersIndependentCnt
Total Employee26111TotalEmployeeCnt
Total Volunteers257TotalVolunteersCnt
Total Gross UBI$74,506TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$735,793,948PYContributionsGrantsAmt
CY Contributions Grants$776,790,344CYContributionsGrantsAmt
PY Program Service Revenue$3,426,990,965PYProgramServiceRevenueAmt
CY Program Service Revenue$3,865,823,735CYProgramServiceRevenueAmt
PY Investment Income$65,153,763PYInvestmentIncomeAmt
CY Investment Income$86,383,273CYInvestmentIncomeAmt
PY Other Revenue$17,305,916PYOtherRevenueAmt
CY Other Revenue$18,279,939CYOtherRevenueAmt
PY Total Revenue$4,245,244,592PYTotalRevenueAmt
CY Total Revenue$4,747,277,291CYTotalRevenueAmt
PY Grants And Similar Paid$551,381,063PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$588,465,655CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$2,123,153,328PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$2,051,175,575CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$510,191PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$27,635,104CYTotalFundraisingExpenseAmt
PY Other Expenses$1,480,210,232PYOtherExpensesAmt
CY Other Expenses$1,573,620,387CYOtherExpensesAmt
PY Total Expenses$4,155,254,814PYTotalExpensesAmt
CY Total Expenses$4,213,261,617CYTotalExpensesAmt
PY Revenues Less Expenses$89,989,778PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$534,015,674CYRevenuesLessExpensesAmt
Total Assets BOY$5,539,608,618TotalAssetsBOYAmt
Total Assets EOY$5,971,149,215TotalAssetsEOYAmt
Total Liabilities BOY$3,049,275,854TotalLiabilitiesBOYAmt
Total Liabilities EOY$2,545,251,304TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$2,490,332,764NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$3,425,897,911NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionSee Form 990, Part I, Line 1, Description of Organization Mission.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$1,123,208,585ExpenseAmt
Grant$506,741,288GrantAmt
Revenue$1,045,082,815RevenueAmt
DescSee Schedule OInstruction, academic support, student services:The University of Miami (UM) is a private not-for-profit institution with more than 17,000 students. The University's 11 colleges and schools offer the following degree options: 135 bachelors, 146 masters, and 66 doctoral (62 research/scholarship and 4 professional practice).The School of Architecture, founded in 1983, offers accredited professional undergraduate and graduate degrees in architecture and several post-professional graduate degrees. Programs include the professional Bachelor of Architecture (B.Arch) and the Master of Architecture (M.Arch); the post-professional Master of Science in Architecture (M.S.Arch) with 2 possible tracks- Architectural Design and Architectural Studies; the Master of Urban Design (M.U.D); the Master of Construction Management (M.C.M), and the Master of Real Estate Development and Urbanism (M.R.E.D.U.), an interdisciplinary one-year graduate program that draws on the real-life experience of Developers-in-Residence and faculty support from the Schools of Business Administration and Law as well as Architecture. The College of Arts and Sciences enrolls over 3,700 undergraduate and 600 graduate students in 20 departments and 15 interdisciplinary programs. Seventeen departments offer graduate degrees in the fine arts, natural sciences, humanities, and social sciences.The College of Engineering comprises six departments that offer degrees in aerospace, architectural, biomedical, civil, computer, electrical, environmental, industrial, materials, and mechanical engineering. The College of Engineering offers five-year B.S./M.S. degree programs for our undergraduates, as well as traditional master's and doctoral degrees in a number of disciplines, with several specializations in several fields. Consistent with the tradition of collaboration among the University of Miami schools and colleges, engineering students participate in a number of interdisciplinary programs as well as joint research projects with other academic units at UM. Consisting of over 900 undergraduate students and over 230 graduate students, the College boasts an impressively diverse student body, consisting of students from 45 different countries. At the undergraduate level, 34% of the student population is Hispanic and 9% is Black. Females represent 37% of the students (15% higher than the national average, according to the most recent statistics from the American Society for Engineering Education).The School of Law presently enrolls around 1,388 candidates for either J.D., LL.M. or dual degrees, and has over 23,000 living alumni worldwide. The J.D. program enrolls approximately 1,224 students from more than 133 undergraduate institutions. Of the entering J.D. students, approximately 57% are women, 43% are members of minority groups, 52% are from outside Florida, and 56% have been out of undergraduate school one year or more. 61% speak one or more foreign language. The School offers graduate programs in International Law (specializations in General International Law, and U.S. and Transnational Law for Foreign Lawyers), International Arbitration, Maritime Law, Entertainment, Art and Sports, Taxation, Taxation of Cross Border Investments, Estate Planning, and Real Property Development, the latter 2 offer courses online as well as on-campus. The School also offers several joint degree programs. The law school offers a J.D./Master's in Music Industry, J.D./M.A. in Live Entertainment Management, J.D/M.A in Communications, and J.D/M.A. in Latin American Studies. In addition, the School offers a J.D./M.B.A., J.D./M.Acc, J.D./M.P.S. in Marine Ecosystems and Society, J.D./M.P.H. in Public Health, J.D./M.S. Ed. in Law, Community and Social Change, J.D./M.D., J.D./LL.M. in Tax, International Law, Maritime Law, Estate Planning, International Arbitration, or Real Property Development, and Entertainment, Arts and Sports Law, and a J.D./M.B.A./LL.M. in Tax, Real Property Development or Estate Planning. The School has been ranked as one of the "20 Most Innovative Law Schools" by Pre-Law Magazine. The School has been listed in the Top 10 in the 2021 Princeton Review in its specialty listings in three categories. Its alumni are regularly featured in Super Lawyers Magazine.The Leonard M. Miller School of Medicine has grown rapidly in both size and reputation, earning international acclaim for research, clinical care, and biomedical innovations. Our 800 medical students are joined by over 1,000 residents, 700 graduate students and around 200 postdoctoral fellows, and we have one of the largest graduate medical education systems in the country. Along with the M.D. degree, the school offers a combined M.D./Ph.D. program, a 4-year and 5-year M.D./M.B.A. program, a 4-year and a 5-year M.D./M.P.H. program and 4-year M.D./M.S. in Genomic Medicine, a 6-year M.D./J.D. program, a 4-year M.D./M.A. in International Administration program, a 4-year M.A. in Medical Humanities and Bioethics program, a 4-year M.D./Certificate in Security Management program, multiple scholarly pathways of emphasis, graduate degrees in ten areas, postdoctoral programs, and continuing medical education courses.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$445,305,625ExpenseAmt
Grant$47,889,641GrantAmt
Revenue$96,732,940RevenueAmt
DescSee Schedule OResearch and Public Service:UM has been classified by the Carnegie Commission as a Doctoral University with Highest Research Activity. The School of Architecture's areas of focus include Urban Design, Planning & Real Estate Development, Construction Management, Technology and Computation, Coastal Resilience, Health and the Built Environment, Historical Preservation and Adaptive Use, Classical and Traditional Design, Housing and Hospitality Design, Building in the Caribbean, Latin America and the Tropical World, Architectural History, and Theory. Faculty and students are actively engaged in interdisciplinary research with numerous schools including the Miller School of Medicine, The Leonard and Jayne Abess Center for Ecosystem Science and Policy and the Center for Computational Science. The College of Arts and Sciences provides numerous community outreach activities, including student musical theatre productions at the Jerry Herman Ring Theatre and Alvin Sherman Family Stage; student, faculty, and visiting artist exhibitions in the Wynwood Gallery in the design district of downtown Miami; faculty curated exhibitions at the Lowe Art Museum; lectures and other educational programs sponsored by the Center for the Humanities, and the Miami Institute for Advanced Study of the Americas; volunteer activities in the public schools, hospitals and community clinics for developmentally disabled children; technology workshops for Miami-Dade public school teachers sponsored by the Department of Modern Languages Laboratory; and a series of programs, hosted by several departments and funded by various federal agencies and private foundations, to enhance the diversity of students pursuing scientific careers through research opportunities for pre-college and undergraduate students; and career development opportunities for high-school and community-college faculty.The School of Law offers externship programs and foreign exchange programs in Argentina, Belgium, Brazil, China, Colombia, France, Germany, India, Ireland, Israel, Spain, Switzerland, and Vietnam. The School's award-winning clinics, focusing on different areas of the law, offer exceptional training grounds and give students practical, hands-on lawyering while also helping needy and underrepresented individuals. The School is also home to LawWithoutWalls (LWOW), an innovative academic model that brings together students, faculty, practitioners, and entrepreneurs from around the country and the world to explore innovation in legal education and practice.The Rosenstiel School of Marine & Atmospheric Science is one of the leading oceanographic research and education institutions in the nation. Known originally as the University's marine laboratory, it was founded in 1943. It evolved into the Institute for Marine Science in 1961, and eight years later became the Rosenstiel School of Marine & Atmospheric Science (RSMAS) within the University of Miami. The Virginia Key campus has grown to include modern research and teaching facilities, a dedicated academic library, and an internationally recognized Marine Invertebrate Museum. RSMAS also operates a state-of-the-art 96-foot catamaran research vessel, the F.G. Walton Smith. In 2014, RSMAS added to its fleet of specialized research vessels a one-of-a-kind Helicopter Observation Platform (HOP), a flying scientific laboratory equipped with state-of-the-art technology and scientific instrumentation, which provides scientists with a unique capability to obtain vital information on environmental processes and mechanisms that affect our climate and impact human health. RSMAS includes a freshwater Scientific Dive Pool. It plays a critical role in providing necessary scientific diving instruction to participants in our science programs and research projects. The facility allows scientists and students to gain a deeper understanding of the marine environment and coral reefs. CSTARS (Center for Southeastern Tropical Advanced Remote Sensing), located on the Richmond campus in south Miami-Dade county was launched in 2003, and conducts research with remotely sensed data received from earth-orbiting satellite systems. This state-of-the-art real-time reception and analysis facility provides data for environmental monitoring. The predictive power concentrated on this 78-acre campus is helping to provide vital, life-saving information regarding earthquakes, hurricanes, typhoons, freak waves and other natural and manmade disasters, including monitoring of the earthquakes in Haiti and Chile, and oil spills.The Leonard M. Miller School of Medicine has been designated a Center for AIDS Research (CFAR) in Florida, and is leading the University's prestigious Clinical and Translational Science Institute (CTSI), awarded by the NIH. Other clinical and research programs include the John P. Hussman Institute for Human Genomics, the Interdisciplinary Stem Cell Institute, the Dr. John T. Macdonald Foundation Biomedical Nanotechnology Institute, the Miami Transplant Institute, The Miami Project to Cure Paralysis, the Diabetes Research Institute, the Mailman Center for Child Development, and many more.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$2,000,406,474ExpenseAmt
Grant$1,639GrantAmt
Revenue$2,562,787,027RevenueAmt
DescSee Schedule OHealth Care:Located north of downtown Miami near the Civic Center in the Miami Health District, the Leonard M. Miller School of Medicine's campus consists of approximately 70-acres of owned and leased land within the 153-acre University of Miami/Jackson Memorial Medical Center complex. Each year the University of Miami Health System's nearly 1,400 physicians represent more than 100 specialties and subspecialties with outcomes that are among the best in the nation. The health system is comprised of Sylvester Comprehensive Cancer Center, Bascom Palmer Eye Institute, and UHealth Tower, operating within UMHC. Sylvester Comprehensive Cancer Center is the only cancer center in South Florida designated by the National Cancer Institute. Bascom Palmer has been recognized as the number one eye hospital in the country for 20 years by U.S. News & World Report in its annual "America's Best Hospitals" issue. In addition to the three University-owned hospitals, there are also three primary hospitals affiliated with UHealth: Jackson Memorial Hospital, the primary teaching hospital for the medical school; Holtz Children's Hospital; and the Bruce W. Carter VA Medical Center. There are also about three dozen UHealth outpatient clinics across Miami-Dade, Broward, Palm Beach, and Collier counties. The Lennar Foundation Medical Center, located in Coral Gables, opened in 2016. The 206,000-square-foot diagnostic and treatment center provides the local community more convenient access to world-class medical care provided by UM physicians and specialists. It has been recognized as a national benchmark by Press Ganey and has been awarded the Pinnacle and Guardian of Excellence Awards each year since it opened.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$422,773,835ExpenseAmt
Grant$33,833,087GrantAmt
Revenue$161,221,131RevenueAmt
DescExpenses primarily represent auxiliary enterprises, including intercollegiate athletics, parking, student housing and student dining. Other program services revenues primarily represent auxiliary enterprises revenue, investment income, and investment losses.Desc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$422,773,835TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$33,833,087TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue$161,221,131TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$3,991,694,519TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying ActivitiesYes (1)LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of ArtYes (1)CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School OperatingYes (1)SchoolOperatingInd
Foreign OfficeYes (1)ForeignOfficeInd
Foreign ActivitiesYes (1)ForeignActivitiesInd
More Than5000 K To OrgYes (1)MoreThan5000KToOrgInd
More Than5000 K To IndividualsYes (1)MoreThan5000KToIndividualsInd
Professional FundraisingYes (1)ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming ActivitiesYes (1)GamingActivitiesInd
Operate HospitalYes (1)OperateHospitalInd
Audited Financial Stmt AttYes (1)AuditedFinancialStmtAttInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt BondsYes (1)TaxExemptBondsInd
Invest Tax Exempt BondsYes (1)InvestTaxExemptBondsInd
Escrow Account0EscrowAccountInd
On Behalf Of Issuer0OnBehalfOfIssuerInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related PersonYes (1)GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam MemYes (1)BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art ContributionYes (1)DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded EntityYes (1)DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (1)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document24823IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee26111EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
Form8282 Property Disposed OfYes (1)Form8282PropertyDisposedOfInd
Form8282 Filed1Form8282FiledCnt
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtYes (1)SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members64GoverningBodyVotingMembersCnt
Independent Voting Member56IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org DocumentsYes (1)ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local ChaptersYes (1)LocalChaptersInd
Policies Reference ChaptersYes (1)PoliciesReferenceChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldFLStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Michael Dunlap Associate VP & ControllerBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3052844877PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11320 S Dixie Highway Suite 150AddressLine1Txt
CityCoral GablesCityNm
State AbbreviationFLStateAbbreviationCd
ZIP331462912ZIPCd
FieldValueIRS element (for citing)
Info In Schedule O Part VIIYes (X)InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (76 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
Julio Frenk
President80.00Yes (X)Yes (X)$1,262,905$0$281,983
Marc Buoniconti
Trustee/Senior Director40.00Yes (X)$181,761$125,000$8,71420.00
Edward A Dauer
Trustee / Faculty Member40.00Yes (X)$104,767$0$27,585
Leonard Abess
Trustee1.00Yes (X)$0$0$0
Betty G Amos
Trustee3.00Yes (X)$0$0$0
Jose P Bared
Trustee2.00Yes (X)$0$0$0
Hilarie Bass
Trustee55.00Yes (X)$0$0$0
Jon Batchelor
Trustee2.00Yes (X)$0$0$0
Fred Berens
Trustee3.00Yes (X)$0$0$0
Tracey Berkowitz
Trustee10.00Yes (X)$0$0$0
Alfred R Camner
Trustee5.00Yes (X)$0$0$0
Adam E Carlin
Trustee4.00Yes (X)$0$0$0
Wayne E Chaplin
Trustee2.00Yes (X)$0$0$0
Christopher Chen
Trustee1.00Yes (X)$0$0$0
Adriana Cisneros
Trustee0.00Yes (X)$0$0$0
Charles E Cobb
Trustee2.00Yes (X)$0$0$0
Landon Coles
Trustee1.00Yes (X)$0$0$0
Leah Colucci
Trustee0.00Yes (X)$0$0$0
Devang Desai
Trustee4.00Yes (X)$0$0$04.50
Paul J DiMare
Trustee2.00Yes (X)$0$0$01.00
David L Epstein
Trustee10.00Yes (X)$0$0$0
Richard D Fain
Trustee30.00Yes (X)$0$0$0
George Feldenkreis
Trustee1.00Yes (X)$0$0$0
Miguel B Fernandez
Trustee0.50Yes (X)$0$0$0
Phillip Frost
Trustee1.00Yes (X)$0$0$0
Phillip T George Rose
Trustee2.00Yes (X)$0$0$0
Kourtney Gibson
Trustee1.00Yes (X)$0$0$0
Rose Ellen Greene
Trustee1.00Yes (X)$0$0$0
Barbara Hecht Havenick
Trustee1.00Yes (X)$0$0$0
Allan M Herbert
Trustee2.00Yes (X)$0$0$0
Marilyn J Holifield
Trustee1.00Yes (X)$0$0$0
Roberta L Jacoby
Trustee5.00Yes (X)$0$0$0
Frank R Jimenez
Trustee4.00Yes (X)$0$0$0
Manuel Kadre
Trustee & Vice Chair5.00Yes (X)$0$0$0
Carolyn B Lamm
Trustee5.00Yes (X)$0$0$0
Marcus Lemonis
Trustee0.00Yes (X)$0$0$0
Eric Todd Levin
Trustee5.00Yes (X)$0$0$0
Jayne Sylvester Malfitano
Trustee5.00Yes (X)$0$0$0
Marilu Marshall
Trustee0.00Yes (X)$0$0$0
Jose R Mas
Trustee1.00Yes (X)$0$0$0
Patricia Menendez-Cambo
Trustee5.00Yes (X)$0$0$0
Stuart A Miller
Trustee20.00Yes (X)$0$0$0
William L Morrison
Trustee5.00Yes (X)$0$0$0
Judi Prokop Newman
Trustee0.00Yes (X)$0$0$0
Jorge M Perez
Trustee3.00Yes (X)$0$0$0
Aaron S Podhurst
Trustee8.00Yes (X)$0$0$0
Lois Pope
Trustee0.00Yes (X)$0$0$0
Alex E Rodriguez
Trustee1.00Yes (X)$0$0$0
Steven J Saiontz
Trustee4.00Yes (X)$0$0$0
Robert E Sanchez
Trustee3.00Yes (X)$0$0$0
Marvin R Shanken
Trustee2.00Yes (X)$0$0$0
Laurie S Silvers
Trustee & Chair2.00Yes (X)$0$0$0
HT Smith Jr
Trustee2.50Yes (X)$0$0$0
Jacquelyn R Soffer
Trustee0.00Yes (X)$0$0$0
E Roe Stamps IV
Trustee2.00Yes (X)$0$0$0
Ronald G Stone
Trustee8.00Yes (X)$0$0$0
Johnny C Taylor Jr
Trustee & Vice Chair3.50Yes (X)$0$0$0
Patricia W Toppel
Trustee2.00Yes (X)$0$0$0
Ana VeigaMilton
Trustee5.00Yes (X)$0$0$0
Alice S Vilma
Trustee1.00Yes (X)$0$0$0
Jonathan Vilma
Trustee1.00Yes (X)$0$0$0
David R Weaver
Trustee5.00Yes (X)$0$0$0
Geisha Jimenez Williams
Trustee0.00Yes (X)$0$0$0
G Ed Williamson II
Trustee3.00Yes (X)$0$0$0
Jacqueline A Travisano
Executive VP & COO80.00Yes (X)$775,534$0$81,742
Jeffrey Duerk
Executive VP & Provost80.00Yes (X)$774,375$0$54,355
Leslie Dellinger Aceituno
Secretary80.00Yes (X)$163,596$0$64,366
Edward Abraham
EVP & CEO of UHealth80.00$2,838,170$0$39,399Yes (X)
Dipen J Parekh
Director & Professor80.00$2,338,806$0$113,687Yes (X)
Joseph Echevarria
CEO of UHealth, EVP Health Affairs4.00$755,333$0$25,320Yes (X)
Manuel Diaz
Head Coach, Football80.00$3,254,690$0$57,646Yes (X)
Joseph Lamelas
Director & Professor80.00$2,809,155$0$44,255Yes (X)
James J Larranaga
Head Coach, Basketball80.00$2,512,239$0$50,677Yes (X)
David Birnbach
Professor80.00$2,056,352$0$48,200Yes (X)
Vianna Rodrigo
Medical Surgeon Transplant80.00$1,531,482$0$60,637Yes (X)
Aileen Ugalde
University Secretary (form80.00$650,252$0$73,660Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$22,009,417TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$125,000TotReportableCompRltdOrgAmt
Total Other Compensation$1,032,226TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K3742IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (1)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other SrcsYes (1)CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
Moss and Associates
800 Brickell Ave Suite 1500MiamiFL33131Construction Services$26,703,189
Management Health Systems LLC
1580 Sawgrass Corporate Pkwy Ste 20SunriseFL33323Staffing Services$20,176,128
Vilar-Hoynack Construction Company LLC
9400 S Dadeland Blvd Ste 606MiamiFL33156Construction Services$19,528,383
GCA EDUCATION SERVICES INC
1350 Euclid Ave Ste 1500ClevelandOH44115Maintenance and Repair Services$13,250,949
Compass Group USA Inc
PO BOX 50196Los AngelesCA90074Food Service Management$13,240,516
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K702CntrctRcvdGreaterThan100KCnt
Federated Campaigns$10,477FederatedCampaignsAmt
Fundraising$200,870FundraisingAmt
Government Grants$559,574,530GovernmentGrantsAmt
All Other Contributions$217,004,467AllOtherContributionsAmt
Noncash Contributions$17,410,842NoncashContributionsAmt
Total Contributions$776,790,344TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmtExclusionExclusionAmt
Hospitals and Clinics900099$1,973,526,044$1,973,526,044
Tuition and Fees900099$910,508,732$910,508,732
Medical Prof Practice900099$589,260,983$588,511,172$749,811
Auxiliary Enterprises900099$161,220,952$66,673,203$62,331$94,485,418
Local Grants and Contr900099$96,732,940$96,732,940

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$134,574,084TotalRevenueColumnAmt
Related Or Exempt Func Income$134,312,970RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$261,114UnrelatedBusinessRevenueAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$3,865,823,735TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$48,761,374TotalRevenueColumnAmt
Exclusion$48,761,374ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$5,817TotalRevenueColumnAmt
Exclusion$5,817ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$16,377,061TotalRevenueColumnAmt
Exclusion$16,377,061ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$5,447,605RealAmt
Personal$9,338PersonalAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$3,575,414RealAmt
Personal$2,282PersonalAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$1,872,191RealAmt
Personal$7,056PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,879,247TotalRevenueColumnAmt
Unrelated Business Revenue$7,056UnrelatedBusinessRevenueAmt
Exclusion$1,872,191ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$880,954,941SecuritiesAmt
Other$79,414OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$843,369,126SecuritiesAmt
Other$49,147OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$37,585,815SecuritiesAmt
Other$30,267OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$37,616,082TotalRevenueColumnAmt
Unrelated Business Revenue-$1,020,347UnrelatedBusinessRevenueAmt
Exclusion$38,636,429ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$46,748FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$200,870ContriRptFundraisingEventAmt
Fundraising Direct Expenses$37,658FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$9,090TotalRevenueColumnAmt
Exclusion$9,090ExclusionAmt
FieldValueIRS element (for citing)
Gaming Gross Income$16,902GamingGrossIncomeAmt
Gaming Direct Expenses$2,541GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$14,361TotalRevenueColumnAmt
Unrelated Business Revenue$14,361UnrelatedBusinessRevenueAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$181GrossSalesOfInventoryAmt
Cost Of Goods Sold$1CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$180TotalRevenueColumnAmt
Unrelated Business Revenue$180UnrelatedBusinessRevenueAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$4,747,277,291TotalRevenueColumnAmt
Related Or Exempt Func Income$3,770,265,061RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$74,506UnrelatedBusinessRevenueAmt
Exclusion$200,147,380ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$43,176,573TotalAmt
Program Services$43,176,573ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$505,054,582TotalAmt
Program Services$505,054,582ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$40,234,500TotalAmt
Program Services$40,234,500ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$4,608,625TotalAmt
Program Services$1,614,955ProgramServicesAmt
Management And General$2,136,218ManagementAndGeneralAmt
Fundraising$857,452FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$1,646,930,783TotalAmt
Program Services$1,541,367,463ProgramServicesAmt
Management And General$88,999,282ManagementAndGeneralAmt
Fundraising$16,564,038FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$38,800,343TotalAmt
Program Services$36,814,215ProgramServicesAmt
Management And General$1,649,691ManagementAndGeneralAmt
Fundraising$336,437FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$239,564,681TotalAmt
Program Services$227,124,172ProgramServicesAmt
Management And General$8,129,112ManagementAndGeneralAmt
Fundraising$4,311,397FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$121,271,143TotalAmt
Program Services$112,806,295ProgramServicesAmt
Management And General$6,932,086ManagementAndGeneralAmt
Fundraising$1,532,762FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$13,836,574TotalAmt
Program Services$6,974,002ProgramServicesAmt
Management And General$6,857,112ManagementAndGeneralAmt
Fundraising$5,460FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$554,097TotalAmt
Program Services$452,474ProgramServicesAmt
Management And General$101,623ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$347,486TotalAmt
Management And General$347,486ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$11,404,480TotalAmt
Program Services$11,404,480ProgramServicesAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$310,663,255TotalAmt
Program Services$275,143,782ProgramServicesAmt
Management And General$33,216,155ManagementAndGeneralAmt
Fundraising$2,303,318FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$29,118,693TotalAmt
Program Services$28,316,627ProgramServicesAmt
Management And General$296,893ManagementAndGeneralAmt
Fundraising$505,173FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$100,990,893TotalAmt
Program Services$92,027,125ProgramServicesAmt
Management And General$8,593,577ManagementAndGeneralAmt
Fundraising$370,191FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$36,632,712TotalAmt
Program Services$32,003,743ProgramServicesAmt
Management And General$4,628,907ManagementAndGeneralAmt
Fundraising$62FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$107,880,746TotalAmt
Program Services$104,357,293ProgramServicesAmt
Management And General$3,514,497ManagementAndGeneralAmt
Fundraising$8,956FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$10,828,309TotalAmt
Program Services$10,313,702ProgramServicesAmt
Management And General$456,756ManagementAndGeneralAmt
Fundraising$57,851FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$11,592,632TotalAmt
Program Services$10,769,501ProgramServicesAmt
Management And General$732,234ManagementAndGeneralAmt
Fundraising$90,897FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$54,775,332TotalAmt
Program Services$53,131,873ProgramServicesAmt
Management And General$1,643,459ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$173,031,086TotalAmt
Program Services$167,579,281ProgramServicesAmt
Management And General$5,451,805ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$22,201,698TotalAmt
Program Services$9,275,637ProgramServicesAmt
Management And General$12,926,061ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
Medical Supplies$583,718,351$583,718,351
Miscellaneous$106,044,043$98,033,893$7,319,040$691,110

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$4,213,261,617TotalAmt
Program Services$3,991,694,519ProgramServicesAmt
Management And General$193,931,994ManagementAndGeneralAmt
Fundraising$27,635,104FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$89,970,697BOYAmt
EOY$35,150,322EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$1,221,637,184BOYAmt
EOY$865,234,519EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$256,957,350BOYAmt
EOY$216,869,161EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$400,384,296BOYAmt
EOY$568,784,393EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$48,962,185BOYAmt
EOY$21,354,679EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$43,935,740BOYAmt
EOY$38,988,472EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$77,078,865BOYAmt
EOY$39,114,188EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$4,391,387,588LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$2,231,474,822LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$2,151,566,588BOYAmt
EOY$2,159,912,766EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$557,999,261BOYAmt
EOY$740,400,863EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$630,400,006BOYAmt
EOY$1,050,563,898EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$1,127,001BOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$59,589,445BOYAmt
EOY$234,775,954EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$5,539,608,618BOYAmt
EOY$5,971,149,215EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$321,589,140BOYAmt
EOY$392,939,073EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$236,574,901BOYAmt
EOY$231,242,848EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,222,284,110BOYAmt
EOY$1,205,136,216EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$810,279,540BOYAmt
EOY$202,964,449EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$458,548,163BOYAmt
EOY$512,968,718EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$3,049,275,854BOYAmt
EOY$2,545,251,304EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,074,407,644BOYAmt
EOY$1,685,739,784EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,415,925,120BOYAmt
EOY$1,740,158,127EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,490,332,764BOYAmt
EOY$3,425,897,911EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$5,539,608,618BOYAmt
EOY$5,971,149,215EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$534,015,674ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$313,854,910NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$87,694,563OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit RequiredYes (1)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (1)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$800,273,551CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$691,914,187CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$833,310,843CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$735,793,948CurrentTaxYearMinus1YearAmt
Current Tax Year$776,790,344CurrentTaxYearAmt
Total$3,838,082,873TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$800,273,551CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$691,914,187CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$833,310,843CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$735,793,948CurrentTaxYearMinus1YearAmt
Current Tax Year$776,790,344CurrentTaxYearAmt
Total$3,838,082,873TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$3,838,082,873PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$107,512,560CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$46,631,938CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$59,403,850CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$60,713,176CurrentTaxYearMinus1YearAmt
Current Tax Year$70,655,688CurrentTaxYearAmt
Total$344,917,212TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years-$325,797CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,457,689CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years-$332,088CurrentTaxYearMinus2YearsAmt
Current Tax Year$0CurrentTaxYearAmt
Total$799,804TotalAmt
FieldValueIRS element (for citing)
Total Support$4,183,799,889TotalSupportAmt
Gross Receipts Rltd Activities$12,388,190,563GrossReceiptsRltdActivitiesAmt
Public Support CY1700.91740PublicSupportCY170Pct
Public Support PY1700.92070PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule C IRS990ScheduleC

Total Direct Lobbying TotalDirectLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$347,486FilingOrganizationsTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$347,486FilingOrganizationsTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$4,211,576,730FilingOrganizationsTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$4,211,924,216FilingOrganizationsTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Filing Organizations Total$1,000,000FilingOrganizationsTotalAmt

Grassroots Nontaxable GrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Filing Organizations Total$250,000FilingOrganizationsTotalAmt

Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Current Year Minus3$1,000,000CurrentYearMinus3Amt
Current Year Minus2$1,000,000CurrentYearMinus2Amt
Current Year Minus1$1,000,000CurrentYearMinus1Amt
Current Year$1,000,000CurrentYearAmt
Total$4,000,000TotalAmt
FieldValueIRS element (for citing)
Lobbying Ceiling$6,000,000LobbyingCeilingAmt

Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus3$292,550CurrentYearMinus3Amt
Current Year Minus2$340,809CurrentYearMinus2Amt
Current Year Minus1$352,932CurrentYearMinus1Amt
Current Year$347,486CurrentYearAmt
Total$1,333,777TotalAmt

Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Current Year Minus3$250,000CurrentYearMinus3Amt
Current Year Minus2$250,000CurrentYearMinus2Amt
Current Year Minus1$250,000CurrentYearMinus1Amt
Current Year$250,000CurrentYearAmt
Total$1,000,000TotalAmt
FieldValueIRS element (for citing)
Grassroots Ceiling$1,500,000GrassrootsCeilingAmt

Schedule D IRS990ScheduleD

Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp

FieldValueIRS element (for citing)
Revenues Included$11,185,024RevenuesIncludedAmt
Assets Included$59,396,391AssetsIncludedAmt
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 Purposespublic ed & outreach prograOtherPurposesDesc
FieldValueIRS element (for citing)
Solicited Assets Sale0SolicitedAssetsSaleInd
Agent Trustee Etc0AgentTrusteeEtcInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,050,754,202BeginningYearBalanceAmt
Contributions$44,900,777ContributionsAmt
Investment Earnings Or Losses$341,734,777InvestmentEarningsOrLossesAmt
Grants Or Scholarships-$8,886,321GrantsOrScholarshipsAmt
Other Expenditures-$35,066,457OtherExpendituresAmt
End Year Balance$1,393,436,637EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$997,413,188BeginningYearBalanceAmt
Contributions$67,672,070ContributionsAmt
Investment Earnings Or Losses$27,549,739InvestmentEarningsOrLossesAmt
Grants Or Scholarships-$9,203,927GrantsOrScholarshipsAmt
Other Expenditures-$32,676,868OtherExpendituresAmt
End Year Balance$1,050,754,202EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,021,508,292BeginningYearBalanceAmt
Contributions$22,260,195ContributionsAmt
Investment Earnings Or Losses-$2,903,234InvestmentEarningsOrLossesAmt
Grants Or Scholarships-$9,311,271GrantsOrScholarshipsAmt
Other Expenditures-$34,140,794OtherExpendituresAmt
End Year Balance$997,413,188EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$948,579,230BeginningYearBalanceAmt
Contributions$29,917,174ContributionsAmt
Investment Earnings Or Losses$87,286,606InvestmentEarningsOrLossesAmt
Grants Or Scholarships-$9,334,364GrantsOrScholarshipsAmt
Other Expenditures-$34,940,354OtherExpendituresAmt
End Year Balance$1,021,508,292EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$844,642,514BeginningYearBalanceAmt
Contributions$39,933,556ContributionsAmt
Investment Earnings Or Losses$107,091,993InvestmentEarningsOrLossesAmt
Grants Or Scholarships-$9,017,823GrantsOrScholarshipsAmt
Other Expenditures-$34,071,010OtherExpendituresAmt
End Year Balance$948,579,230EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.17270BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.44040PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.38690TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$101,020,484OtherCostOrOtherBasisAmt
Book Value$101,020,484BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$2,714,367,961OtherCostOrOtherBasisAmt
Depreciation$1,294,545,228DepreciationAmt
Book Value$1,419,822,733BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$76,751,220OtherCostOrOtherBasisAmt
Depreciation$63,677,408DepreciationAmt
Book Value$13,073,812BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$961,634,899OtherCostOrOtherBasisAmt
Depreciation$689,967,946DepreciationAmt
Book Value$271,666,953BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$537,613,024OtherCostOrOtherBasisAmt
Depreciation$183,284,240DepreciationAmt
Book Value$354,328,784BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$2,159,912,766TotalBookValueLandBuildingsAmt

Financial Derivatives FinancialDerivativesGrp

FieldValueIRS element (for citing)
Book Value-$3,058,399BookValueAmt
Method ValuationFMethodValuationCd

Other Securities OtherSecuritiesGrp (3 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
Limited Partnerships$558,574,067F
Mutual Funds$205,445,032F
Other$289,603,198F
FieldValueIRS element (for citing)
Total Book Value Securities$1,050,563,898TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (6 entries)

DescDescAmtAmt
Medical Self-Insurance Reserves$61,224,272
Refundable Deposits$246,802
Accrued Postretirement Benefit Cost$60,960,398
Annuities Payable$5,596,057
Refundable Federal Student Loans$1,654,593
Other Liabilities$383,286,596
FieldValueIRS element (for citing)
Total Liability$512,968,718TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$4,603,440,722TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$313,854,910NetUnrealizedGainsInvstAmt
Other Revenue$87,694,563OtherRevenueAmt
Revenue Not Reported$401,549,473RevenueNotReportedAmt
Revenue Subtotal$4,201,891,249RevenueSubtotalAmt
Investment Expenses Not Incld$6,287,485InvestmentExpensesNotIncldAmt
Other Revenues Not Included$539,098,557OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$545,386,042RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$4,747,277,291TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$3,667,875,575TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$3,667,875,575ExpensesSubtotalAmt
Investment Expenses Not Incld2$6,287,485InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$539,098,557OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$545,386,042ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$4,213,261,617TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part III, Line 4:Part III, Line 4: Art Collection: The purpose of the University of Miami's Lowe Art Museum (hereinafter "the Museum")'s Collections Management Policy is to document the policies that guide the development, care, stewardship, and use of its collections in a manner that is consistent with both the Museum's Mission and the highest standards of professional art museum practice. Through this Collections Management Policy, the Museum ensures that: - Its collections are preserved, protected, and secured in accordance with the highest of relevant professional standards; - The Museum's collection-related activities promote public good rather than individual gain; - Access to its collections and collection-related materials is appropriately monitored and regulated; - Acquisition, deaccessioning, and loans of works in its collections are conducted in a manner that conforms to the Museum's Mission, complies with applicable law, and reflects the highest of ethical standards; - Disposal of works from its collection through sale, exchange, or other means is solely for the advancement of the Museum's Mission, and that proceeds from the sale of such works are used only to purchase other works of art; and - Its collections are accounted for by regular inventory and documented in the Museum's collections management database. Overall Scope of the Collection The Museum's Permanent Collection represents five millennia of human creativity on every inhabited continent. All collection objects are works of fine art or culturally significant archaeological/ethnographic material. In addition, the Museum maintains a collection of public sculpture installed throughout the University of Miami's Coral Gables campus on behalf of its parent institution. More information on the Museum can be found on its website at www.miami.edu/lowe.
Part V, Line 4:Part V, Line 4: Endowment Funds: The University's endowment is used to support the University's mission which is to educate and nurture students, to create knowledge through its comprehensive research programs, and to provide patient care services to its community and beyond. Distributions from the University's endowment are mainly used for student scholarships and fellowships, endowed chairs, research, school/college support, academic program support, library support, and general University support.
Part X, Line 2:Fin 48 Footnote: The University is exempt from federal income taxes under section 501(c)(3) of the Internal Revenue Code. Accordingly, no provision for income taxes is made in the financial statements. At May 31, 2021, there were no uncertain tax positions. The University files tax returns with U.S. federal and other tax authorities for which the statute of limitations may go back to the year ended May 31, 2018.
Part XI, Line 2d - Other Adjustments:Cumulative-effect adjustment from adoption of ASC 842 Other Pension Related Gains/Losses
Part XI, Line 4b - Other Adjustments:Amounts represent: tuition discounting, certain grants, expenses netted from revenues for GAAP purposes.
Part XII, Line 4b - Other Adjustments:Same as above
Part XI and XII, Line 4b:Other Revenue and Expense Reconciling Items: Tuition discounting $324,849,645, grants and contracts pass-through transactions from sponsoring agencies $217,866,621, cost of sales of inventories/other assets of $180; Less: gaming income/loss $2,541, non-program related rental expenses $3,577,696 and direct expenses related to fundraising events $37,659.

Schedule E IRS990ScheduleE

FieldValueIRS element (for citing)
Nondiscriminatory Policy StmtYes (1)NondiscriminatoryPolicyStmtInd
Policy Stmt In Brochures EtcYes (1)PolicyStmtInBrochuresEtcInd
Plcy Pblczd Via Broadcast MediaYes (1)PlcyPblczdViaBroadcastMediaInd
Maintain Racial Comp RecsYes (1)MaintainRacialCompRecsInd
Maintain Scholarships RecsYes (1)MaintainScholarshipsRecsInd
Maintain Cpy Of Brochures EtcYes (1)MaintainCpyOfBrochuresEtcInd
Maintain Cpy Of All SolYes (1)MaintainCpyOfAllSolInd
Discriminate Race Stdnts Rghts0DiscriminateRaceStdntsRghtsInd
Discriminate Race Admiss Plcy0DiscriminateRaceAdmissPlcyInd
Discriminate Race Emplm Fculty0DiscriminateRaceEmplmFcultyInd
Discriminate Race Schs0DiscriminateRaceSchsInd
Discriminate Race Educ Plcy0DiscriminateRaceEducPlcyInd
Discriminate Race Use Of Fclts0DiscriminateRaceUseOfFcltsInd
Discriminate Race Athlt Prog0DiscriminateRaceAthltProgInd
Discriminate Race Other Acty0DiscriminateRaceOtherActyInd
Government Financial Aid RcvdYes (1)GovernmentFinancialAidRcvdInd
Government Financial Aid Rvkd0GovernmentFinancialAidRvkdInd
Compliance With Rev Proc7550Yes (1)ComplianceWithRevProc7550Ind

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule E, Part I, Line 3The University publishes its Equal Opportunity Policy and Non-discrimination Policy Statement in the following publications: * Workplace Equity & Inclusion Web site * All UM web sites state our Non-discrimination policy under a link for "Privacy Statement and Legal Notices" * Students Rights and Responsibilities Handbook * Academic Bulletin * Student Handbook distributed at Orientation * Faculty Manual * Employee Handbook * Various public bulletin boards located throughout the various campuses, in contracts with other vendors, during University employee orientation, University Career Website, etc.
Schedule E, Part I, Line 6The University provides financial assistance in the form of grants to award scholarships and fellowships to students attending the University. In addition, government agencies award grants to the University for research.

Schedule F IRS990ScheduleF

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp (26 entries)

RegionRegionTxtType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxtRegion Total ExpendituresRegionTotalExpendituresAmtEmployeeEmployeeCnt
Central America & the CaribbeanProgram ServicesGrants to Recipients$114,867
East Asia & the PacificProgram ServicesGrants to Recipients$201,393
EuropeProgram ServicesGrants to Recipients$869,594
Middle East & North AfricaProgram ServicesGrants to Recipients$108,271
North AmericaProgram ServicesGrants to Recipients$84,049
South AmericaProgram ServicesGrants to Recipients$632,176
South AsiaProgram ServicesGrants to Recipients$61,466
Sub-Saharan AfricaProgram ServicesGrants to Recipients$500,994
Central American and the CaribbeanProgram ServicesTravel - Institutional Research and Education$9,108
East Asia & the PacificProgram ServicesTravel - Institutional Research and Education$13,378
EuropeProgram ServicesTravel - Institutional Research and Education$8,813
Middle East & North AfricaProgram ServicesTravel - Institutional Research and Education$1,987
North AmericaProgram ServicesTravel - Institutional Research and Education$2,810
South AmericaProgram ServicesTravel - Institutional Research and Education$1,325
Sub-Saharan AfricaProgram ServicesTravel - Institutional Research and Education$7,872
Central America and the CaribbeanInvestmentsN/A$168,241,481
Europe (Including Iceland & Greenland) - Albania, Andorra, Austria, BelgiumInvestmentsN/A$1,142,803
Central America and the CaribbeanProgram ServicesIndependent Contractors-Institutional Research and Education$2,3823
East Asia and the PacificProgram ServicesIndependent Contractors-Institutional Research and Education$828,18218
EuropeProgram ServicesIndependent Contractors-Institutional Research and Education$2,376,97386
Middle East and North AfricaProgram ServicesIndependent Contractors-Institutional Research and Education$348,1502
North AmericaProgram ServicesIndependent Contractors-Institutional Research and Education$1,171,02351
Russia and Neighboring StatesProgram ServicesIndependent Contractors-Institutional Research and Education$1,0001
South AmericaProgram ServicesIndependent Contractors-Institutional Research and Education$219,97224
South AsiaProgram ServicesIndependent Contractors-Institutional Research and Education$24,8504
Sub-Saharan AfricaProgram ServicesIndependent Contractors-Institutional Research and Education$61,3969
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee198ContinuationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee198TotalEmployeeCnt
Subtotal Spent$2,572,810SubtotalSpentAmt
Continuation Spent$174,463,505ContinuationSpentAmt
Total Spent$177,036,315TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp (34 entries)

RegionRegionTxtPurpose Of GrantPurposeOfGrantTxtCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxtDescription Of Non Cash AsstDescriptionOfNonCashAsstTxtValuation Method UsedValuationMethodUsedDesc
Central America & the CaribbeanResearch$19,406Wire TransferN/AN/A
Central America & the CaribbeanResearch$41,974Wire TransferN/AN/A
Central America & the CaribbeanResearch$53,486Wire TransferN/AN/A
East Asia & the PacificResearch$16,210Wire TransferN/AN/A
East Asia & the PacificResearch$92,455Wire TransferN/AN/A
East Asia & the PacificResearch$52,105Wire TransferN/AN/A
East Asia & the PacificResearch$40,623CheckN/AN/A
EuropeResearch$34,441Wire TransferN/AN/A
EuropeResearch$11,974Wire TransferN/AN/A
EuropeResearch$152,096Wire TransferN/AN/A
EuropeResearch$72,310Wire TransferN/AN/A
EuropeResearch$26,921CheckN/AN/A
EuropeResearch$5,361Wire TransferN/AN/A
EuropeResearch$113,484Wire TransferN/AN/A
EuropeResearch$105,792Wire TransferN/AN/A
EuropeResearch$5,238Wire TransferN/AN/A
EuropeResearch$133,743Wire TransferN/AN/A
EuropeResearch$113,800Wire TransferN/AN/A
EuropeResearch$30,638Wire TransferN/AN/A
EuropeResearch$9,496Wire TransferN/AN/A
EuropeGeneral Support$54,298CheckN/AN/A
Middle East & North AfricaResearch$75,353CheckN/AN/A
Middle East & North AfricaResearch$32,918Wire TransferN/AN/A
North AmericaResearch$54,757Wire TransferN/AN/A
North AmericaResearch$29,292CheckN/AN/A
South AmericaResearch$353,392Wire TransferN/AN/A
South AmericaResearch$38,196Wire TransferN/AN/A
South AmericaResearch$46,094Wire TransferN/AN/A
South AmericaResearch$50,033Wire TransferN/AN/A
South AmericaResearch$144,462Wire TransferN/AN/A
South AsiaResearch$61,466Wire TransferN/AN/A
Sub-Saharan AfricaResearch$59,258Wire TransferN/AN/A
Sub-Saharan AfricaResearch$255,153Wire TransferN/AN/A
Sub-Saharan AfricaResearch$186,583Wire TransferN/AN/A
FieldValueIRS element (for citing)
Total501c3 Org5Total501c3OrgCnt
Total Other Org29TotalOtherOrgCnt

Foreign Individuals Grants ForeignIndividualsGrantsGrp (9 entries)

Type Of AssistanceTypeOfAssistanceTxtRegionRegionTxtRecipientRecipientCntCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxtDescription Of Non Cash AsstDescriptionOfNonCashAsstTxtValuation Method UsedValuationMethodUsedDesc
Scholarships, Fellowship GrantsCentral America and the Caribbean126$4,076,242CheckN/AN/A
Scholarships, Fellowship GrantsEast Asia and the Pacific760$11,959,670CheckN/AN/A
Scholarships, Fellowship GrantsEurope273$8,146,027CheckN/AN/A
Scholarships, Fellowship GrantsMiddle East and North Africa81$1,419,052CheckN/AN/A
Scholarships, Fellowship GrantsNorth America63$1,478,495CheckN/AN/A
Scholarships, Fellowship GrantsRussia and Neighboring States29$810,857CheckN/AN/A
Scholarships, Fellowship GrantsSouth America289$6,087,126CheckN/AN/A
Scholarships, Fellowship GrantsSouth Asia117$2,943,395CheckN/AN/A
Scholarships, Fellowship GrantsSub-Saharan Africa30$740,826CheckN/AN/A
FieldValueIRS element (for citing)
Transfer To Foreign CorpYes (1)TransferToForeignCorpInd
Interest In Foreign Trust0InterestInForeignTrustInd
Foreign Corp OwnershipYes (1)ForeignCorpOwnershipInd
Passive Foreign Investmest CoYes (1)PassiveForeignInvestmestCoInd
Foreign PartnershipYes (1)ForeignPartnershipInd
Boycott CountriesYes (1)BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part I, Line 2:Procedures for Monitoring Grants Outside the United States: The University awards grants as subcontracts to foreign organizations for the purpose of conducting research and research training. Prior to the University awarding the subcontract, the organization is required to submit the proposed scope of work and a budget. Once reviewed and approved, a formal subcontract is issued with the terms and conditions of the award. To comply with terms and conditions of the subcontract, the foreign organization must submit an invoice together with supporting documentation. Upon receipt of the invoice, the faculty member at the University responsible for the grant or his/her designee approves the invoice for payment. In addition, monitoring of the science is conducted by the University faculty member responsible for the grant via site visits, correspondence, phone calls, etc. Reports required under the terms and conditions of the subcontract are submitted by the grantee.
Part I, line 3:Activity Expenditures: Expenditures are recorded based on the accrual method of accounting and are recorded when incurred.
Part III Accounting Method:

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 Acty0AgrmtProfFundraisingActyInd
Licensed StatesALLicensedStatesCd
Licensed StatesAKLicensedStatesCd
Licensed StatesAZLicensedStatesCd
Licensed StatesARLicensedStatesCd
Licensed StatesCALicensedStatesCd
Licensed StatesCOLicensedStatesCd
Licensed StatesCTLicensedStatesCd
Licensed StatesDELicensedStatesCd
Licensed StatesDCLicensedStatesCd
Licensed StatesFLLicensedStatesCd
Licensed StatesGALicensedStatesCd
Licensed StatesHILicensedStatesCd
Licensed StatesIDLicensedStatesCd
Licensed StatesILLicensedStatesCd
Licensed StatesINLicensedStatesCd
Licensed StatesIALicensedStatesCd
Licensed StatesKSLicensedStatesCd
Licensed StatesKYLicensedStatesCd
Licensed StatesLALicensedStatesCd
Licensed StatesMELicensedStatesCd
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 StatesPRLicensedStatesCd
Licensed StatesRILicensedStatesCd
Licensed StatesSCLicensedStatesCd
Licensed StatesSDLicensedStatesCd
Licensed StatesTNLicensedStatesCd
Licensed StatesTXLicensedStatesCd
Licensed StatesVILicensedStatesCd
Licensed StatesUTLicensedStatesCd
Licensed StatesVTLicensedStatesCd
Licensed StatesVALicensedStatesCd
Licensed StatesWALicensedStatesCd
Licensed StatesWVLicensedStatesCd
Licensed StatesWILicensedStatesCd
Licensed StatesWYLicensedStatesCd

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1GalaEvent1Nm
Gross Receipts Event1$202,503GrossReceiptsEvent1Amt
Charitable Contri Event1$194,438CharitableContriEvent1Amt
Gross Revenue Event1$8,065GrossRevenueEvent1Amt
Non Cash Prizes Event1$533NonCashPrizesEvent1Amt
Entertainment Event1$7,597EntertainmentEvent1Amt
Other Direct Expenses Event1$8,108OtherDirectExpensesEvent1Amt
Event25K and other EventsEvent2Nm
Gross Receipts Event2$23,917GrossReceiptsEvent2Amt
Charitable Contri Event2$2,892CharitableContriEvent2Amt
Gross Revenue Event2$21,025GrossRevenueEvent2Amt
Entertainment Event2$893EntertainmentEvent2Amt
Other Direct Expenses Event2$20,517OtherDirectExpensesEvent2Amt
Other Events Total1OtherEventsTotalCnt
Gross Receipts Other Events$21,198GrossReceiptsOtherEventsAmt
Charitable Contri Other Events$3,540CharitableContriOtherEventsAmt
Gross Revenue Other Events$17,658GrossRevenueOtherEventsAmt
Oth Direct Expnss Other Events$10OthDirectExpnssOtherEventsAmt
Gross Receipts Total$247,618GrossReceiptsTotalAmt
Charitable Contributions Tot$200,870CharitableContributionsTotAmt
Gross Revenue Total Events$46,748GrossRevenueTotalEventsAmt
Non Cash Prizes Total Events$533NonCashPrizesTotalEventsAmt
Entertainment Total Events$8,490EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$28,635OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$37,658DirectExpenseSummaryEventsAmt
Net Income Summary$9,090NetIncomeSummaryAmt

Gaming Information GamingInformationGrp

FieldValueIRS element (for citing)
Gross Revenue Other Gaming$16,902GrossRevenueOtherGamingAmt
Oth Direct Expnss Other Gaming$2,541OthDirectExpnssOtherGamingAmt
Volunteer Labor Other Gaming0VolunteerLaborOtherGamingInd
Gross Revenue Total Gaming$16,902GrossRevenueTotalGamingAmt
Oth Direct Expnss Total Gaming$2,541OthDirectExpnssTotalGamingAmt
Direct Expense Summary Gaming$2,541DirectExpenseSummaryGamingAmt
Net Gaming Income Summary$14,361NetGamingIncomeSummaryAmt
FieldValueIRS element (for citing)
States Where Gaming ConductedFLStatesWhereGamingConductedCd
LicensedYes (1)LicensedInd
License Suspended Etc0LicenseSuspendedEtcInd
Gaming With NonmembersYes (1)GamingWithNonmembersInd
Member Of Other Entity0MemberOfOtherEntityInd
Gaming Own Facility0.00000GamingOwnFacilityPct
Gaming Other Facility1.00000GamingOtherFacilityPct
Individual With BooksKathy DwyerIndividualWithBooksNm

Persons With Books US Address PersonsWithBooksUSAddress

FieldValueIRS element (for citing)
Address Line1600 Long Wharf DriveAddressLine1Txt
CityNew HavenCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06511ZIPCd
FieldValueIRS element (for citing)
Cntrct With3rd Prty For Game RevYes (1)CntrctWith3rdPrtyForGameRevInd
Gaming Revenue Received By Org$16,902GamingRevenueReceivedByOrgAmt

Third Party Business Name ThirdPartyBusinessName

FieldValueIRS element (for citing)
Business Name Line1Bump Worldwide IncBusinessNameLine1Txt

Third Party US Address ThirdPartyUSAddress

FieldValueIRS element (for citing)
Address Line1600 Long Wharf DriveAddressLine1Txt
CityNew HavenCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06511ZIPCd
FieldValueIRS element (for citing)
Gaming Manager PersonKathy DwyerGamingManagerPersonNm
Gaming Manager Compensation$1,955GamingManagerCompensationAmt
Gaming Manager Services ProvWebsite/platform, software license, location services, training, technical support, Bump system programming, regulatory approvalGamingManagerServicesProvTxt
Gaming Manager Is Ind CntrctYes (X)GamingManagerIsIndCntrctInd
Charitable Distribution RqrYes (1)CharitableDistributionRqrInd
Distributed$12,992DistributedAmt

Schedule H IRS990ScheduleH

FieldValueIRS element (for citing)
Financial Assistance PolicyYes (1)FinancialAssistancePolicyInd
Written PolicyYes (1)WrittenPolicyInd
Most Hospitals PolicyYes (X)MostHospitalsPolicyInd
FPG Reference Free CareYes (1)FPGReferenceFreeCareInd

Free Care Oth Percentage FreeCareOthPercentageGrp

FieldValueIRS element (for citing)
OtherYes (X)OtherInd
Free Care Other300.000000000000FreeCareOtherPct
FieldValueIRS element (for citing)
FPG Reference Discounted CareYes (1)FPGReferenceDiscountedCareInd
Percent400Yes (X)Percent400Ind
Free Care Medically IndigentYes (1)FreeCareMedicallyIndigentInd
Financial Assistance BudgetYes (1)FinancialAssistanceBudgetInd
Expenses Exceed BudgetYes (1)ExpensesExceedBudgetInd
Unable To Provide Care0UnableToProvideCareInd
Annual Community Bnft ReportYes (1)AnnualCommunityBnftReportInd
Report Publically AvailableYes (1)ReportPublicallyAvailableInd

Financial Assistance At Cost Typ FinancialAssistanceAtCostTyp

FieldValueIRS element (for citing)
Total Community Benefit Expns$5,993,622TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$5,993,622NetCommunityBenefitExpnsAmt
Total Expense0.00140TotalExpensePct

Unreimbursed Medicaid UnreimbursedMedicaidGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$166,197,986TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$142,932,739DirectOffsettingRevenueAmt
Net Community Benefit Expns$23,265,247NetCommunityBenefitExpnsAmt
Total Expense0.00550TotalExpensePct

Total Financial Assistance Typ TotalFinancialAssistanceTyp

FieldValueIRS element (for citing)
Total Community Benefit Expns$172,191,608TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$142,932,739DirectOffsettingRevenueAmt
Net Community Benefit Expns$29,258,869NetCommunityBenefitExpnsAmt
Total Expense0.00690TotalExpensePct

Community Health Services CommunityHealthServicesGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$3,045,681TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$3,051,281DirectOffsettingRevenueAmt
Net Community Benefit Expns$0NetCommunityBenefitExpnsAmt
Total Expense0.00000TotalExpensePct

Health Professions Education HealthProfessionsEducationGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$31,036,294TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$3,390,834DirectOffsettingRevenueAmt
Net Community Benefit Expns$27,645,460NetCommunityBenefitExpnsAmt
Total Expense0.00660TotalExpensePct

Subsidized Health Services SubsidizedHealthServicesGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$5,825,180TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$5,825,180DirectOffsettingRevenueAmt

Research ResearchGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$68,298,005TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$67,589,772DirectOffsettingRevenueAmt
Net Community Benefit Expns$708,233NetCommunityBenefitExpnsAmt
Total Expense0.00020TotalExpensePct

Cash And In Kind Contributions CashAndInKindContributionsGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$82,505TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$82,505NetCommunityBenefitExpnsAmt
Total Expense0.00000TotalExpensePct

Total Other Benefits TotalOtherBenefitsGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$108,287,665TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$79,857,067DirectOffsettingRevenueAmt
Net Community Benefit Expns$28,436,198NetCommunityBenefitExpnsAmt
Total Expense0.00680TotalExpensePct

Total Community Benefits TotalCommunityBenefitsGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$280,479,273TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$222,789,806DirectOffsettingRevenueAmt
Net Community Benefit Expns$57,695,067NetCommunityBenefitExpnsAmt
Total Expense0.01370TotalExpensePct

Community Support CommunitySupportGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$1,809,053TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$1,650,468DirectOffsettingRevenueAmt
Net Community Benefit Expns$158,585NetCommunityBenefitExpnsAmt
Total Expense0.00000TotalExpensePct

Total Communtity Building Acty TotalCommuntityBuildingActyGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$1,809,053TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$1,650,468DirectOffsettingRevenueAmt
Net Community Benefit Expns$158,585NetCommunityBenefitExpnsAmt
Total Expense0.00000TotalExpensePct
FieldValueIRS element (for citing)
Bad Debt Expense ReportedYes (1)BadDebtExpenseReportedInd
Bad Debt Expense$48,752,750BadDebtExpenseAmt
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Cost Of Care Reimbursed By Medcr$343,227,271CostOfCareReimbursedByMedcrAmt
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Supplemental Information SupplementalInformationGrp (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
University of Miami Hospital and ClinicsPart V, Section B, Line 5: At the start of 2020, UHealth embarked on an ambitious CHNA initiative with Jackson Health System and Nicklaus Children's Hospital. This is the first collaborative CHNA in Miami-Dade County in which health systems came together to determine the health needs of the county. Our CHNA was a systematic, data-driven approach to determining the health status, behaviors, and needs of Miami-Dade residents. This information was used to inform the decisions and guide our efforts to improve community health and wellness by creating our current Implementation Plan. Internally we have convened a working advisory team, the Community Benefit Committee. Members of the committee are experts, staff members and faculty from across the health system who specialize in a range of areas, including Public Health, Minority Populations and Health Disparities, Social Determinants of Health, Healthcare, Social Services and Research and Evaluation. The group meets monthly and provides input to help ensure we have identified and created avenues to respond to the most pressing community health needs. UHealth's leadership provides crucial oversight in the planning and implementation of our community health strategy. UHealth includes Sylvester Comprehensive Cancer Center, Bascom Palmer Eye Institute, UHealth Tower, and 31 outpatient sites providing comprehensive care in more than 100 subspecialties across South Florida. As the region's only academic health system, our mission is to provide world-class health care and promote the health and well-being of the communities we serve. The following "areas of opportunity" represent the significant health needs of the community, based on the information gathered through our recent Community Health Needs Assessment (CHNA). The areas of opportunity were determined after consideration of various criteria, including standing in comparison with benchmark data (particularly national data); the dominance of significant findings within topic areas; the magnitude of the issue in terms of the number of persons affected; and the potential health impact of a given issue. These also consider those issues of greatest concern to our community stakeholders and our key informants who gave input during the CHNA process. The following community health needs were deemed significant and were prioritized through a community involved process and an internal community benefit committee review. -Access to Care-Cancer-COVID-19-Diabetes-Heart Disease and Stroke-Housing-Injury and Violence-Mental Health-Nutrition, Physical Activity and Weight-Sexual Health-Substance Abuse-Tobacco UseTo ensure our teams could make significant impact, we narrowed our scope down to five priority areas. They are access to care, COVID-19, mental health, cancer, nutrition, physical activity, and weight.
University of Miami Hospital and ClinicsPart V, Section B, Line 6a: Our CHNA was completed in conjunction with Jackson Health System and Nicklaus Children's Hospital. As outlined above, this was the first collaboration of its kind in our county. The assessment was conducted on our behalf by PRC, a nationally recognized health care consulting firm with extensive experience conducting Community Health Needs Assessments in hundreds of communities across the United States since 1994.
University of Miami Hospital and ClinicsPart V, Section B, Line 6b: Final participation in the CHNA included representatives of the organizations outlined below. Adrienne Arsht Center American Heart Association Avanse Ansanm Beacon Council Borinquen Medical Centers of Miami-Dade Boys Scouts of America Branches, Inc. Brief Strategic Family Therapy Institute Carrollton School of the Sacred Heart Catalyst Miami Center for Family and Child Enrichment Center for Haitian Studies City of Hialeah Gardens City of Miami Gardens City of Miami Springs Community Newspapers Coral Gables Fire Rescue Dan Marino Foundation Florida Blue Florida Department of HealthMiami-Dade Friends of the Underline 501-C3 non-profit Greater Miami Jewish Foundation Health Council of South Florida Hispanic Women of Distinction Hope for Miami Jackson Health Foundation Jackson Health System Jessie Trice Community Health Centers La Liga Contra El Cancer Liberty City Reads Marlins Community Program Marlins Foundation
University of Miami Hospital and ClinicsPart V, Section B, Line 11: UHealth addresses the unmet needs of our community in accordance with our mission and alignment with the health system goals and of our Community Benefit Committee. Key findings from all data sources related to the CHNA were reviewed and the most pressings needs were incorporated into an Implementation Strategy. This multi-year strategy was designed to address the most vulnerable and underserved in our community while taking into consideration, racial, ethnic, and linguistic needs. At this time, UHealth will not address all identified needs in the Community Health Needs Assessment as part of our Implementation Plan to prioritize needs and enhance our impact on areas of focus mentioned in PART V, SECTION B, LINE 3E. We recognize that all health needs prioritized by the community are important to address. UHealth is committed to moving our mission forward through community health improvement efforts and extending our reach by partnering with other health systems and community-based organizations to address these disparitiesUHealth's community benefit activities were greatly impacted beginning in March 2020 by the coronavirus (COVID-19) pandemic. In early March 2020, all community-based activities, that could not be shifted online, were placed on hold for the safety of our community, faculty, and staff. However, it should be noted that UHealth successfully transitioned some of its outreach, education, and wellness activities, as well as health care delivery, to virtual platforms ensuring some continuity of information and care to address the most pressing needs in our community.Although COVID-19 was a major disruption to our traditional community health outreach, education, and screening efforts, UHealth sprang into action, partnering with local, state, and national partners to ensure our community had access to vital information, testing and treatment. Our DOCS program which serves as an opportunity for students and institutions to provide necessary healthcare to underserved patients in local communities, partnered with the Florida Department of Health to serve in shifts every day from 8 AM to 11 PM during the initial height of the COVID pandemic in South Florida. In addition, we assisted in the Surveillance Program Assessing Risk and Knowledge of Coronavirus (SPARK-C), which randomly selected Miami-Dade residents to receive serologic testing for COVID-19 to determine prevalence. Our team was trained on data capture, operating telecommunications, and registering and scheduling residents for testing.UHealth deployed our Pediatric Mobile Clinic 203 times prior to March 2020, when the pandemic temporarily halted outreach activities. The Pediatric Mobile Clinic provides medical care to uninsured children in need. Services provided include well-visits, sports physicals, immunizations, management of chronic conditions, urgent care, mental health, and social work. In FY20, UHealth's Pediatric Mobile Clinic saw 4,484 school-aged children from Miami-Dade County Public Schools, providing 15,432 students with well child visits, and 7,813 school children with required immunizations. UHealth provides in-kind contributions to this program in the form of pediatric and family medicine residents and the telecardiology program.In addition to mobile outreach, UHealth offered various fitness and wellness programming, including Zumba, Meditation, Reiki, and Yoga at the Lennar Foundation Medical Center. Due to COVID-19 these sessions were paused. However, between October 2019 and February 2020, UHealth hosted eight classes for approximately 100 Miami-Dade residents.We understand the importance of physical health withing the communities that we serve and couple those services with opportunities for education. UHealth experts participated in two educational sessions with our world- renowned faculty and researchers. In February 2020, we hosted an informational evening for approximately 440 attendees focused on heart health and emphasizing the importance of monitoring critical diseases that affect our communities.As South Florida's only NCI-Designated Cancer Center, Sylvester Comprehensive Cancer Center offers 30 monthly support groups, in both English and Spanish to our community. In FY20, more than 2,150 community members attended UHealth support group programming for breast cancer, metastatic breast cancer, brain tumor, sarcoma, inpatient caregiver, caregiver, post-stem cell, stem cell meet and greet, woman to woman, pancreatic cancer, lung cancer, GI, prostate, financial health, adolescent and young adults, GYO, and general cancer.In FY20, we also provided 2,700 community residents with cancer screening and prevention materials, with more than 5% (157) residing in high cancer incidence zip codes within Miami-Dade County. Of those screened, eight of the resident's screenings were positive and 100% of those were referred to community-based supportive resources. 2,700 community residents were provided with educational materials specific to colon cancer at 35 educational health events through the county. In addition, 73 no-cost colon cancer screening kits were distributed, with over 63% (47) of them being returned for processing.Through the Firefighter Cancer Initiative (FCI) which was founded by the Sylvester Comprehensive Cancer Center in 2015, a strong partnership with local firefighting agencies has been formed. The primary goals of FCI are to better document and understand the excess burden of cancer among Florida firefighters, and identify novel, evidence-based methods for reducing risk. The initiative is led by a multidisciplinary team of scientists, healthcare practitioners and occupational health and safety experts and uses community engaged approaches to ensure that firefighters' voice and occupational experience is reflected throughout all aspects of program planning and implementation. Due to the high rate of cancer within our first responder community, Sylvester conducted 80 free skin cancer screenings for firefighters in South Florida. In addition to our direct outreach, education, and screening efforts for firefighters, Sylvester hosted the second annual National Firefighter Cancer Symposium (NFCS) in late February 2020. This event provided access to the latest health promotion and intervention aimed at reducing cancer in the fire service. Sylvester Cancer Support Services (CSS) includes oncology nutrition, acupuncture, social work, exercise physiology, yoga, music therapy, arts and medicine, massage, chaplaincy, pet therapy. We also offer a variety of educational and exercise programs such as wig consultations, spiritual health, and well-being, after school dance parties and music time for children, a choir, and more. In FY20, UHealth provided 2,766 community residents with cancer support services.In the realm of helping to alleviate barriers to higher-education to support overall health and well-being, UHealth supports 100% of the Summer Undergraduate Research Fellowship (SURF), whose goal is to inspire and train the next generation of biomedical researchers and physician-scientists. SURF seeks to maximize the talents and intellectual contributions from a diverse scientific and biomedical workforce and reduce the burden of human disease. Our 10-week program immerses students from diverse backgrounds in hand-on innovative biomedical research in the laboratories of our exceptional faculty members from multiple research disciplines. Fellows present their research at the end of the program at a dedicated SURF Symposium. In addition to an intensive research experience, our SURF fellows benefit from a full schedule of career development sessions, including learning how to write effectively, how to transition to an independent career, the importance of diversity and inclusion in biomedicine, how to pick a mentor (including a meet-the-mentor opportunity with UHealth research leadership), physician shadowing, critical reading of scientific literature, scientific ethics, and appropriate conduct. Mini bootcamps are also offered on a variety of topics.In 2020 due to COVID-19, the Summer Undergraduate Research Fellowship (SURF) was hosted as a virtual program, with 12 SURF participants (8 women, 4 men; 3 Hispanic/Latino, 6 Black/AA, 3 White) from James Madison University, University of South Florida, Bowdoin College, University of Missouri St. Louis, University of Notre Dame, University of Oklahoma, Florida International University, Savannah State University, Bucknell University, and College of William and Mary. Area Health Education Centers (AHEC) Network is a statewide system for health professional education and support founded upon 10 regional Area Health Education Centers. Each center is supported by an AHEC program as one of the state's medical schools. This organizational structure enables the AHECs to draw upon the resources of the health centers in addressing local healthcare issues. Collaboration is key.

Supplemental Information Detail SupplementalInformationDetail (13 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part I, Line 6a:The organization prepared a community benefit report during the tax year.
Part I, Line 7:The Medicare cost report was used, except for 7b (Medicaid and other means-tested government programs). For 7b, a cost-to-charge ratio was used. The cost to charge ratio used for Medicaid cost calculation is based on the actual cost of Traditional Medicaid Fee-for-Service claims as reported on the Medicare Cost Report. These calculated costs (Inpatient Routine, Inpatient Ancillary, and Outpatient) are compared to the charges for these services reported on the same cost report. This ratio is used as the Medicaid cost-to-charge ratio to be applied to total gross Medicaid charges (both Traditional Fee for Service and Managed Care) as reported on the AHCA FUHRS report.
Part II, Community Building Activities:As communities throughout Miami-Dade County increase in diversity and scope, it is apparent that certain populations continue to experience poorer health and disproportionate rates of illness and death. UHealth continues to work on innovative efforts to better meet the needs of vulnerable and under resourced populations that go beyond clinical care to address social determinants of health which have great impact on health status. Community building activities and outreach remain one of the key pieces to effective community health improvement strategies.
Part III, Line 2:Total bad debt expense is determined using the hospital's patient accounting records.
Part III, Line 3:Patients who render sufficient financial information to make a determination of eligibility under the hospitals' financial assistance policy are either treated as charity care (if they qualify) or given a "self- pay" discount (if they do not qualify as charity care).
Part III, Line 4:The University's financial statements do not contain a footnote concerning bad debt for the hospitals. The University's financial statements account for bad debt as a reduction of revenue. For the year ended May 31, 2021, the hospitals recorded $48,752,750 of implicit price concessions as a direct reduction of patient service revenue that would have been reported as a provision for bad debts prior to the adoption of ASU 2014-09.
Part III, Line 8:The source of this information is the Medicare Cost Report data, which uses a "cost to charge" ratio methodology. The University of Miami Hospital and Clinics (UMHC) is a Prospective Payment System (PPS) exempt hospital and, as such, is cost based reimbursed for both inpatient and outpatient services. For inpatient services, the limit is the TEFRA target limit. The hospital, on occasion, exceeds the target rate and does not receive full cost reimbursement. The TEFRA target amount is updated by the Medicare program annually by the TEFRA updating factor. However, the amount of the TEFRA updating factor is always significantly less than the actual healthcare inflation factor because the Medicare program includes a "budget neutrality" factor for the overall Medicare program. For outpatient services, the limit is the payment to cost ratio (PCR). The PCR was established using a base year, which was 1996, at a rate of 85.5% of cost. The PCR for all PPS-exempt cancer centers was 89% from 1/1/20 to 5/31/20, and also 89% through 5/31/21; therefore, the hospital currently does not receive payment for about 11% of its outpatient cost.
Part III, Line 9b:Note 3 of the financial statements reads in-part as follows: "the hospital provides care to patients who are financially unable to pay for the healthcare services they receive, and because the Hospital does not pursue collection of amounts determined to qualify as charity care, they are not reported in revenue."
Part VI, Line 2:Needs assessment: UHealth completed its most recent community health needs assessment (CHNA) in 2019, evaluating the health needs of individuals living in Miami-Dade County, Florida. The CHNA educates and validates UHealth on where and who to focus its efforts on when working to improve health outcomes for the residents with the greatest needs.The completion of the CHNA and corresponding implementation plan allowed UHealth to prioritize the significant health needs of the community and develop a robust strategy to address those needs.
Part VI, Line 3:Patient education of eligibility for assistance: The organization informs and educates patients through public service announcements, advertising, and development activities. Further, patients are assisted with qualifying for Medicaid and other state programs.
Part VI, Line 4:Community information: UHealth is situated and primarily serves Miami-Dade County. Miami-Dade is the seventh largest county in the US and represents 12.6% of Florida's population. It is one of the few counties in the United States that is "minority-majority," in that a racial/ethnic minority group comprises the majority of the population with approximately 69.4% Latino or Hispanic residents; 17.7% black, non-Hispanic; 12.9% white, non-Hispanic; 1.6% Asian; 0.3% American Indian and Alaska Native. 53.7% of Miami-Dade's population are foreign-born, more than double that of the state. Miami-Dade County has a relatively young population with 83.3% of persons under age 65 and 20.2% under the age of 18. In Miami Dade County, 15.7% of all individuals live below the federal poverty level, with a median household income of $51,347 as compared to 12.7% and 55,600 respectively in the State of Florida. The SocioNeeds Index, developed by the Conduent Healthy Communities Institute, is a measure of socioeconomic need calculated from several social and economic factors, ranging from poverty to education, which may impact health and/or access to care. The Index is correlated with potentially preventable hospitalization rates related to chronic conditions, diabetes, and obesity. Index values range from 0 to 100, in which 100 represents communities with the greatest socioeconomic need. The median score for Miami-Dade County is 67.7 out of 100, which is indicative of poor health outcomes due to high needs within the community. The SocioNeeds Index further confirms the socioeconomic disparities observed among residents of Miami-Dade County. In addition to the SocioNeeds Index, a rank measure is calculated by comparing the SocioNeeds Index of all zip codes in Miami-Dade County (a rank of 5 represents high need, while a rank of 1 represents low need). More than one-third (36.3%) of Miami-Dade County residents live in ZIP codes identified as those with the "greatest need" (5). More than two-thirds (67.5%) of residents reside in ZIP codes with a SocioNeeds Index score of a three (3) or higher. In 2019, the ten leading causes of death in Miami-Dade County were heart disease, cancer, stroke, Alzheimer's disease, chronic lower respiratory disease, unintentional injury, diabetes, Parkinson's Disease, nephritis/nephrotic syndrome and nephrosis, and hypertension; seven of which are explicitly addressed in our Community Health Needs Assessment.
Part VI, Line 5:Promotion of community health: UHealth in partnership with the Miller School of Medicine is focused on the well-being of the community we serve. Sylvester Comprehensive Cancer Center, Bascom Palmer Eye Institute, the Department of Community Service and all clinical departments conduct critical health screenings, provide education and outreach activities to underserved populations through a myriad of activities including health fairs, free clinics, community-based screenings, referrals to low/no-cost programs and ensure placement of our mobile units in underserved communities with limited transportation. The health system's Board of Directors reviews and approved the CHNA and corresponding implementation plan further ensuring the organizational commitment to improving overall community health.
Part VI, Line 6:Affiliated health care system: The organization has an affiliationagreement with Miami-Dade County's Public Health Trust (PHT) to provideteaching physicians who supervise PHT's interns and residents at JacksonMemorial Hospital.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (190 entries)

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JP MORGAN CHASE LOCKBOX PO BOXDALLASTX753735308135644916$585,000N/AN/AGENERAL SUPPORT501(c)(3)735308
THE TREVOR PROJECT INC
8704 SANTA MONICA BOULEVARD SUITEWEST HOLLYWOODCA90069954681287$11,143N/AN/AGENERAL SUPPORT501(c)(3)200
UNITED WAY OF MIAMI-DADE INC
3250 SW 3RD AVEMIAMIFL331292712590830840$25,750N/AN/AGENERAL SUPPORT501(c)(3)
YES INSTITUTE
5275 SUNSET DRIVEMIAMIFL33143650646667$11,143N/AN/AGENERAL SUPPORT501(c)(3)
FieldValueIRS element (for citing)
Total501c3 Org150Total501c3OrgCnt
Total Other Org40TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeScholarships for tuition housing meals and booksGrantTypeTxt
Recipient7279RecipientCnt
Cash Grant$505,054,582CashGrantAmt
Valuation Method UsedN/AValuationMethodUsedDesc
Non Cash AssistanceN/ANonCashAssistanceDesc

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part I, Line 2:Procedure for Monitoring Grants: Grants to organizations and individuals awarded for the purpose of conducting research are monitored as follows: Subcontracts are issued with a defined scope of work and a budget and include other terms and conditions such as frequency of required reporting. The faculty member at the University of Miami responsible for the grant monitors the scientific progress via site visits, correspondence, reports, etc. Invoices submitted for payments by the outside organization or by an individual are approved by the University of Miami Faculty member responsible for the grant.
Schedule I, Part III:Assistance to the University students in the form of scholarships are awarded for the purpose of aiding with the cost of attending the University (i.e., for tuition, housing and meals). Scholarships are based on need and academic achievement. Total scholarships, grants and loans cannot exceed the total cost of attendance. The University publishes criteria for the eligibility requirements needed to award a scholarship. The amount of aid awarded is based on a need analysis formula developed by the federal government and includes verification of the information submitted by the student.

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
First Class Or Charter TravelYes (X)FirstClassOrCharterTravelInd
Idemnification Gross Up PmtsYes (X)IdemnificationGrossUpPmtsInd
Housing Allowance Or ResidenceYes (X)HousingAllowanceOrResidenceInd
Club Dues Or FeesYes (X)ClubDuesOrFeesInd
Personal ServicesYes (X)PersonalServicesInd
Written Policy Ref T And E ExpnssYes (1)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (1)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Written Employment ContractYes (X)WrittenEmploymentContractInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentYes (1)SeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (1)SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgYes (1)CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (1)AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (14 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
Manuel Diaz
Head Coach, Football$3,143,307$0$0$0$111,383$0$28,500$0$29,146$0$3,312,336$0$0$0
Edward Abraham
EVP & CEO of UHealth$492,009$0$368,791$0$1,977,370$0$27,465$0$11,934$0$2,877,569$0$0$0
Joseph Lamelas
Director & Professor$2,581,491$0$200,000$0$27,664$0$27,839$0$16,416$0$2,853,410$0$0$0
James J Larranaga
Head Coach, Basketball$2,351,655$0$0$0$160,584$0$28,500$0$22,177$0$2,562,916$0$0$0
Dipen J Parekh
Director & Professor$1,123,225$0$259,739$0$955,842$0$28,500$0$85,187$0$2,452,493$0$0$0
David Birnbach
Professor$102,222$0$1,751,853$0$202,277$0$31,350$0$16,850$0$2,104,552$0$0$0
Vianna Rodrigo
Medical Surgeon Transplant$906,572$0$400,000$0$224,910$0$28,500$0$32,137$0$1,592,119$0$0$0
Julio Frenk
President$1,155,676$0$0$0$107,229$0$23,130$0$258,853$0$1,544,888$0$0$0
Jacqueline A Travisano
Executive VP & COO$768,070$0$0$0$7,464$0$28,500$0$53,242$0$857,276$0$0$0
Jeffrey Duerk
Executive VP & Provost$754,335$0$0$0$20,040$0$24,835$0$29,520$0$828,730$0$0$0
Joseph Echevarria
CEO of UHealth, EVP Health Affairs$740,723$0$0$0$14,610$0$0$0$25,320$0$780,653$0$0$0
Aileen Ugalde
University Secretary (form$577,241$0$0$0$73,011$0$42,331$0$31,329$0$723,912$0$0$0
Marc Buoniconti
Trustee/Senior Director$181,522$125,000$0$0$239$0$7,586$0$1,128$0$190,475$125,000$0$0
Leslie Dellinger Aceituno
Secretary$162,531$0$0$0$1,065$0$44,962$0$19,404$0$227,962$0$0$0

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part I, Line 1aFirst Class Travel: First class travel was not provided to any executive during fiscal year ended May 31, 2021. House and Household Assistance: A house and household assistance is provided to the President Julio Frenk at the convenience of the employer as a condition of employment. Certain amounts were included in taxable income for President Julio Frenk. Taxable Club Dues: Club dues were provided for Julio Frenk, James J. Larranaga,, Edward Abraham, and Manuel Diaz. The amounts were included in taxable income. Non-Taxable Social Club Dues: Social club dues were provided for Julio Frenk, Jacqueline Travisano, Jeffrey Duerk, and Manuel Diaz. The amounts were not included in taxable income. Tax Gross-Up Payments: Tax Gross-Up Payments were provided to President Julio Frenk and Marc Buoniconti.
Part I, Lines 4a-bSeverance: Edward Abraham $1,843,957
Part I, Line 6Hospital & Clinic may provide incentives to certain officers, and highly compensated individuals. Incentive payment are based on productivity / efficiency measures, as well as certain financial targets.
Part I, Line 7Certain officers received sign-on bonuses, and payments for assuming duties outside of their job requirements / description

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
Miami-Dade Co Educ Fac Authority
A52141850859333AFW62007-04-26$473,302,568See Schedule K, Part VIYes (1)00
Miami-Dade Co Educ Fac Authority
B52141850859333ALR02012-12-12$106,138,985See Schedule K, Part VI000
Miami-Dade Co Educ Fac Authority
C52141850859333AMB42015-10-07$432,889,335See Schedule K, Part VI000
Miami-Dade Co Educ Fac Authority
D52141850859333ANA52018-03-27$251,677,763See Schedule K, Part VI000

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtBond DefeasedBondDefeasedAmtTotal ProceedsTotalProceedsAmtCapitalized InterestCapitalizedInterestAmtRefunding EscrowRefundingEscrowAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCredit EnhancementCreditEnhancementAmtCapital ExpendituresCapitalExpendituresAmtSubstantial CompletionSubstantialCompletionYrRefunding Tax Exempt BondsRefundingTaxExemptBondsIndRefunding Taxable BondsRefundingTaxableBondsIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintIndOther Spent ProceedsOtherSpentProceedsAmtUnspentUnspentAmt
A$131,920,000$155,070,000$480,088,974$17,381,191$303,488,136$3,097,405$3,351,958$152,770,2852009Yes (1)Yes (1)Yes (1)Yes (1)
B$106,149,046$1,362,336$929,658$103,763,2322014Yes (1)0Yes (1)Yes (1)$93,819
C$433,709,817$9,394,090$221,307,671$2,213,897$200,794,1592017Yes (1)Yes (1)Yes (1)Yes (1)
D$1,294,994$257,518,749$14,566,425$1,657,665$237,514,2142020Yes (1)00Yes (1)$3,780,446

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 PropChangeInUseBondFinancedPropIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
A0Yes (1)Yes (1)Yes (1)Yes (1)Yes (1)0.002900.005800.0087000Yes (1)
B0Yes (1)Yes (1)Yes (1)Yes (1)Yes (1)0.000000.0000000Yes (1)
C0Yes (1)Yes (1)Yes (1)Yes (1)Yes (1)0.006600.0066000Yes (1)
D0Yes (1)Yes (1)Yes (1)Yes (1)Yes (1)0.010000.0100000Yes (1)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndBusiness Name Line2GICProviderName/BusinessNameLine2TxtTerm Of GICTermOfGICPctRegulatory Safe Harbor StsfdRegulatorySafeHarborStsfdIndGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueInd
Bayerische
AYes (1)00Yes (1)Landesbank2.100000000000Yes (1)Yes (1)Yes (1)
(no name)
B0000Yes (1)Yes (1)00Yes (1)
(no name)
C0000Yes (1)Yes (1)00Yes (1)
(no name)
D0000Yes (1)Yes (1)Yes (1)0Yes (1)

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

Bond ReferenceBondReferenceCdProcedures Corrective ActionProceduresCorrectiveActionInd
AYes (1)
BYes (1)
CYes (1)
DYes (1)

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule K, Part I - Line A, Column F:FormAndLineReferenceDesc
ExplanationSeries 2007 Bonds - Acquire, construct, equip and renovate University facilities and refunding of prior issues: Series 1993- Issue Date January 5, 1994; Series 1996A- Issue Date March 13, 1996; Series 1996B - Issue Date October 1, 1996; Series 1997A - Issue Date January 10, 1997; Series 2000A - Issue Date December 7, 1999; Series 2000B - Issue Date February 3, 2000; Series 2004A - Issue Date January 16, 2004; Schedule K, Part I - Line B, Column F: Series 2012 Bonds - Finance and refinance the acquisition, construction, renovation and equipping of University facilities. Schedule K, Part I - Line C, Column F: Series 2015 Bonds - Finance and refinance the costs of the acquisition, construction, renovation and equipping of University facilities. Schedule K, Part I - Line D, Column F: Series 2018 Bonds - Finance or refinance, including through reimbursement, the acquisition, construction, and equipping of University facilities. Schedule K, Part I - Line C, Column C: CUSIP #59333AMB4; 59333AMA6 Schedule K, Part II - Line 3, Column A: Variance of $6,786,406 when compared to Part I - Line A, Column (e) is due primarily to interest earnings. Schedule K, Part II - Line 3, Column B: Variance of $10,060 when compared to Part I - Line B, Column (e) is due primarily to interest/dividend earnings and unspent issuance cost. Schedule K, Part II - Line 3, Column C: Variance of $820,483 when compared to Part I - Line C, Column (e) is due primarily to interest/dividend earnings. Schedule K, Part II - Line 3, Column D: Variance of $5,840,985.46 compared to Part I - Line D, Column (e) is due primarily to interest/divident earnings. Schedule K, Part IV - Line 1, Column A: Form 8038-T filed on 6/28/2016 for the Series 2007. Form 8038-T filed on 7/21/2011 for the Series 2007. Schedule K, Part IV - Line 2c, Column A, B, C, and D: Last rebate computation date 5/31/2020. No rebate due and no filing required on the Series 2007AB, 2012A, 2015A and 2018A.ExplanationTxt

Schedule L IRS990ScheduleL

Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp (2 entries)

Cash GrantCashGrantAmtType Of AssistanceTypeOfAssistanceTxtAssistance PurposeAssistancePurposeTxt
$60,630Disct TuitionTuition Asst
$68,935Scholarship/Assist.Tuition Asst

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (9 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
Andrew Camner
See Part V$77,747See Part V0
Gino DiMare
See Part V$447,650See Part V0
Felicia Knaul
See Part V$389,142See Part V0
Eric Winter
See Part V$114,943See Part V0
Rosemarie Ugalde
See Part V$187,602See Part V0
Laura Chamorro Dauer
See Part V$184,677See Part V0
Amruta Parekh
See Part V$190,576See Part V0
Oleta Partners LLC
See Part V$105,674See Part V0
Precision Guard 360
See Part V$133,467See Part V0

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule L, Part IV - Lines 1-4, 6 Col BFamily member of trustee.
Schedule L, Part IV - Lines 3, 5 Col BFamily member of officer.
Schedule L, Part IV - Lines 1-7 Col DFamily member employment.
Schedule L, Part IV - Line 7, Col BFamily member of key employee
Schedule L, Part IV - Lines 8, 9 Col BUniversity trustee
Schedule L, Part IV - Lines 8 & 9 Col DBusiness Transactions - sublease, performance of services.

Schedule M IRS990ScheduleM

Works Of Art WorksOfArtGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution50ContributionCnt
Noncash Contributions Rpt F990$11,185,024NoncashContributionsRptF990Amt
Method Of Determining RevenuesFair Market ValueMethodOfDeterminingRevenuesTxt

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution223ContributionCnt
Noncash Contributions Rpt F990$5,879,828NoncashContributionsRptF990Amt
Method Of Determining RevenuesFair Market ValueMethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
DescEquipmentDesc
Contribution13ContributionCnt
Noncash Contributions Rpt F990$345,990NoncashContributionsRptF990Amt
Method Of Determining RevenuesFair Market ValueMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Form8283 Received13Form8283ReceivedCnt
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (1)ReviewProcessUnusualNCGiftsInd
Third Parties UsedYes (1)ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart I, Line 32b:FormAndLineReferenceDesc
ExplanationThird Party or Related Organizations Utilized: The University utilizes external brokers to sell securities when the donated securities are not deemed to fit into the University's investment portfolio.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Section A, line 2Family and Business Relationships: Stuart Miller - Trustee, and Steven Saiontz - Trustee - Business Relationship; Charles Cobb-Trustee, Jorge Perez - Trustee - Business Relationship; Phillip T. Frost - Trustee, Phillip T. George - Trustee - Business Relationship; Marc Buoniconti - Trustee, Paul DiMare - Trustee, - Business Relationship; Jonathan Vilma - Trustee, Alice Vilma - Trustee - Family Relationship
Form 990, Part VI, Section A, line 4Significant Changes to Governing Documents: The Bylaws were amended to state the Chair of the Board of Trustees may not serve as Chair of the UHealth Board of Directors, throughout the duration of their term. Membership of the Executive Committee was amended from at least 16 trustees, to at least 15 trustees. Categories of the Committees of the Board of Trustees were adjusted. The process for filling vacancies for officer and Board positions was changed. The definitions and titles of corporate officers were updated to support changes in executive titles.
Form 990, Part VI, Section B, line 11bBoard Review of Form 990: Process by which the governing body was provided a copy of form 990 prior to filing: Form 990 is prepared by the University's Office of the Controller and reviewed by KPMG, LLP. Due to schedule constraints of committee chairs and members, the meeting dates for the Audit and Compliance Committee fluctuate from year to year. The University provides Form 990 to the Committee prior to filing. If the Committee's meeting dates do not coincide with the availability of the return, it is provided to the Committee electronically with time provided for questions and comments. Subsequent to the Committee's review, the Office of the Secretary shares a copy of the final return with all voting members of the Board prior to the return being filed.
Form 990, Part VI, Section B, line 12cMonitoring and Compliance with Conflict of Interest Policy: The Office of the Secretary of the Board of Trustees sends to all trustees, officers, and key employees, an annual conflict of interest questionnaire together with the Policy adopted by Board. Once replies are received, they are reviewed by the Chairs of the Board and the Conflict of Interest Sub-Committee. When apparent conflicts arise, the sub-committee reviews and approves a waiver of conflict and conflict management plan or denies a waiver of the relationship or proposal creating the conflict.
Form 990, Part VI, Section B, line 15Process for Review of Compensation of Officers and Key Employees: The Talent and Compensation Sub-Committee of the Executive Committee (the "Sub-Committee") reviews a summary of proposed compensation and survey data for any offer to a new officer or key employee of the University, including the President and trustees who are employees of the University. Once the compensation is approved, it is provided to the payroll office as a record of the committee's approval. Minutes of the meeting of the Sub-Committee are recorded by the Office of the Secretary. The following process is performed annually, typically at the April/May meeting of the Sub-Committee to approve compensation for i) the officers (the Senior Executives, including the President and his or her non-administrative direct reports, which include Executive Vice Presidents, and the Senior Vice Presidents, as well as the Secretary and Treasurer; ii) the Senior Leadership (Vice Presidents (non-UHealth) and Academic Deans); iii) the Intercollegiate Athletic Director; and iv) Related Persons (employees who are current trustees; Family members of current trustees, Senior Executives, or Senior Leadership; former presidents or former trustees for up to five (5) years following the conclusion of their service): each officer's supervisor completes a written performance review and proposes a salary increase, prior to the meeting. The University participates in an annual comprehensive compensation survey compiled by an actuarial firm. The actuarial firm produces a survey of universities across the United States and, separately, data from for-profit corporations for positions that have a for-profit equivalent. The Sub-Committee receives the performance appraisals for each officer, the completed survey prepared by the actuary, and the current and proposed salaries and other cash compensation for each officer, including the President, Senior Leadership and Related Persons. After review and discussion, the Sub-Committee approves the compensation for Related Persons, Senior Leadership, and the officers listed above, including the President, who is excused while deliberation about his/her performance and compensation is discussed. Once compensation is approved, it is signed by the President and the Chair of the Sub-Committee, and provided to the payroll office, with a copy maintained in the Office of the Secretary, as a record of the Committee's approval. Minutes of the meeting of the Sub-Committee are recorded by the Office of the Secretary. Further, the Sub-Committee receives an annual report from the UHealth Board of Directors Talent and Compensation Committee identifying approved total compensation decisions for the previous year, including any chiefs who directly report to the Executive Vice President for Health Affairs and CEO of UHealth. The Sub-Committee reviews executive compensation in April/May as described above.
Form 990, Part VI, Section C, line 19Governing Documents, Conflict of Interest Policy and Financial Statements Made Available to the General Public: The State of Florida, Department of State, Division of Corporations requires an annual registration filing, including any changes to Charter. Once filed, the Charter can be viewed on the State of Florida web site. Financial statements of the university are made available on the University's website. The University's financial statements are also made available to the general public on the federal government's census bureau website. The University's Bylaws and the Board's Conflict of Interest Policy are not made available to the public.
Form 990, Part VII, Section A, Officers, Directors, Trustees:Edward A. Dauer is a Trustee and also serves as Research Associate Professor in the College of Engineering. Average hours per week estimate of 40 hours is based on a full time teaching load. Marc Buoniconti is a Trustee and also Senior Director - Advocacy and Donor Relations at the Miami Project to Cure Paralysis. Average hours per week estimate of 40 hours minimum is based on his being a full time, exempt employee.
Form 990, Part XI, line 9:Cumulative-effect adjustment from adoption of ASC 842 18,625,589. Other Pension Related Gains / Losses 69,068,974. Refunds of Contributions

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp (10 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEnd Of Year AssetsEndOfYearAssetsAmtTotal IncomeTotalIncomeAmt
Biscayne View Properties LLC
1535 Levante Ave Suite 201MiamiFL33146590624458Real EstateFLUniversity of Miami
Crestre LLC
1535 Levante Ave Suite 201MiamiFL33146202458426Real EstateFLBiscayne View Properties LLC$569,553
1509 Venture LLC
1535 Levante Ave Suite 201MiamiFL33146202458426Real EstateFLBiscayne View Properties LLC$1,794,592
East Urban LLC
1535 Levante Ave Suite 201MiamiFL33146202458426Real EstateFLBiscayne View Properties LLC$962,909$36,232
Tripop LLC
1535 Levante Ave Suite 201MiamiFL33146202458426Real EstateFLBiscayne View Properties LLC$4,298,112
7th Avenue Market LLC
1535 Levante Ave Suite 201MiamiFL33146202458426Real EstateFLBiscayne View Properties LLC$3,006,517
Equi Terra LLC
1535 Levante Ave Suite 201MiamiFL33146590624458Real EstateFLUniversity of Miami
Ten Bor LLC
1535 Levante Ave Suite 201MiamiFL33146273025289Real EstateFLEqui Terra LLC
PT Property Holding LLC
1535 Levante Ave Suite 201MiamiFL33146273025289Real EstateFLEqui Terra LLC
University of Miami Preservation LLC
1535 Levante Ave Suite 201MiamiFL33146590624458Hold UM Designated EasementFLUniversity of Miami

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationInd
WVUM Inc
PO Box 248191Coral GablesFL33124591729614Edu RadioFL501(C)(3)Line 7N/AYes (1)
University Rathskeller Inc
1330 Miller DriveCoral GablesFL33146591410632Student Food & BeverageFL501(C)(3)Line 5N/AYes (1)
Ophthalmology Research Foundation Inc
PO Box 015869MiamiFL33101237081974FundraisingFL501(C)(3)Line 12c, III-FIN/A0
The Buoniconti Fund to Cure Paralysis
1095 NW 14th TerraceMiamiFL33136650244316FundraisingFL501(C)(3)Line 7N/A0
Florida Lions Eye Bank Inc
900 NW 17th Street 3rd FloorMiamiFL33136590967012Fundraising/DonationFL501(C)(3)Line 10N/A0
Cane Angel Network Inc
1951 NW 7th AvenueMiamiFL33136843960646Research innovation & EducFL501(c)(3)Line 12a, IN/AYes (1)

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (3 entries)

Primary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationInd
CRUT (6)
Charitable Remainder UnitrustFLN/A0
Perpetual (2)
Perpetual TrustFLN/A0
(no name)
Yes (1)
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (1)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgYes (1)RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (1)TransferToOtherOrgInd
Transfer From Other OrgYes (1)TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (3 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
WVUM Inc
R$144,936See Part VII
Cane Angel Network Inc
R$335,887See Part VII
Ophthalmology Research Foundation Inc
K$1,437,105See Part VII

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceForm 990 - Schedule, R, Part V, Line 2FormAndLineReferenceDesc
ExplanationMethod used to determine the transaction amounts with controlled organizations is based on cash provided to, or received from each controlled organization.ExplanationTxt