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EMORY UNIVERSITY: Form 990, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
EMORY UNIVERSITY (EIN 58-0566256)
Tax period
2018-09-01 to 2019-08-31
Filed
2020-07-15
IRS object ID
202041979349303554
Schema version
2018v3.1
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2020-07-15T11:30:50-05:00ReturnTs
Tax Period End2019-08-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN134008324PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PRICEWATERHOUSECOOPERS LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1600 13th ST NW STE 1000AddressLine1Txt
CityWashingtonCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20005ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2018-09-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN580566256EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Emory UniversityBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlEMORBusinessNameControlTxt
Phone4047272827PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11599 Clifton Road 3rd Floor 3101AddressLine1Txt
CityAtlantaCityNm
State AbbreviationGAStateAbbreviationCd
ZIP30322ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBelva WhitePersonNm
Person TitleVP for Treasury & FinancePersonTitleTxt
Signature2020-07-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTravis L PattonPreparerPersonNm
PTINP00369623PTIN
Phone2024141000PhoneNum
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990 IRS990

Principal Ofcr Business Name PrincipalOfcrBusinessName

FieldValueIRS element (for citing)
Business Name Line1Claire E Sterk PresidentBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11599 Clifton Road 3rd Floor 3101AddressLine1Txt
CityAtlantaCityNm
State AbbreviationGAStateAbbreviationCd
ZIP30322ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$4,746,011,333GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.EMORY.EDUWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1836FormationYr
Legal Domicile StateGALegalDomicileStateCd
Activity Or MissionEMORY UNIVERSITY'S MISSION IS TO CREATE, PRESERVE, TEACH, AND APPLY KNOWLEDGE IN THE SERVICE OF HUMANITY AND TO PROVIDE EXCELLENCE IN PATIENT CARE.ActivityOrMissionDesc
Voting Members Governing Body40VotingMembersGoverningBodyCnt
Voting Members Independent39VotingMembersIndependentCnt
Total Employee24121TotalEmployeeCnt
Total Volunteers12868TotalVolunteersCnt
Total Gross UBI-$23,432,374TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$1,090,729,734PYContributionsGrantsAmt
CY Contributions Grants$850,730,627CYContributionsGrantsAmt
PY Program Service Revenue$3,118,517,868PYProgramServiceRevenueAmt
CY Program Service Revenue$3,404,008,732CYProgramServiceRevenueAmt
PY Investment Income$288,498,651PYInvestmentIncomeAmt
CY Investment Income$454,392,482CYInvestmentIncomeAmt
PY Other Revenue$33,503,229PYOtherRevenueAmt
CY Other Revenue$36,256,742CYOtherRevenueAmt
PY Total Revenue$4,531,249,482PYTotalRevenueAmt
CY Total Revenue$4,745,388,583CYTotalRevenueAmt
PY Grants And Similar Paid$426,464,152PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$477,031,740CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$1,996,686,509PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$2,157,503,535CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$64,882PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$176,508CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$24,573,870CYTotalFundraisingExpenseAmt
PY Other Expenses$1,625,048,278PYOtherExpensesAmt
CY Other Expenses$1,751,499,931CYOtherExpensesAmt
PY Total Expenses$4,048,263,821PYTotalExpensesAmt
CY Total Expenses$4,386,211,714CYTotalExpensesAmt
PY Revenues Less Expenses$482,985,661PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$359,176,869CYRevenuesLessExpensesAmt
Total Assets BOY$14,174,398,357TotalAssetsBOYAmt
Total Assets EOY$14,816,952,045TotalAssetsEOYAmt
Total Liabilities BOY$4,172,231,894TotalLiabilitiesBOYAmt
Total Liabilities EOY$4,192,824,491TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$10,002,166,463NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$10,624,127,554NetAssetsOrFundBalancesEOYAmt
MissionEmory University's mission is to create, preserve, teach, and apply knowledge in the service of humanity. (See Schedule O for continuation)MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$2,104,171,725ExpenseAmt
Grant$477,031,740GrantAmt
Revenue$1,095,474,334RevenueAmt
DescEMORY UNIVERSITY ("Emory" or "University") A major research university that is privately endowed, coeducational and not-for-profit. With its nine colleges and schools, the University attracts top quality students from across the nation and abroad and has a current total enrollment of approximately 15,400 students. The University is a member of the Association of American Universities. In U.S. News and World Report's annual ranking of "America's Best Colleges" Emory ranked 21st among national universities in 2018 and has consistently been included in its top 25 list since 1992. Emory also ranks in the top 25 schools for "best value schools". In addition, Emory ranked 13th in Kiplinger's "100 best college values" and was named a "best value college" by the Princeton Review. The University includes one of the nation's leading research and patient-care medical complexes, the Robert W. Woodruff Health Sciences Center. The Center includes the Emory University School of Medicine, Nell Hodson Woodruff School of Nursing, Rollins School of Public Health, and Yerkes National Primate Research Center. Among the many other centers for specialized research and study at Emory are the Winship Cancer Institute; The Global Health Institute; The Center for Health Discovery and Well Being; The Center for Faculty Development and Excellence; The Center for Aids Research; The Michael C. Carlos Museum; The Cherry L. Emerson Center for Scientific Computation; and The Claus M. Halle Institute for Global Learning.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$1,022,973,919ExpenseAmt
Grant$0GrantAmt
Revenue$1,164,622,893RevenueAmt
DescEMORY UNIVERSITY HOSPITAL MIDTOWN Since 1908, an Atlanta teaching hospital offering a myriad of patient care, education and research initiatives. Emory University Hospital Midtown was ranked the seventh best hospital in Atlanta, Georgia in 2018 by U.S. News and World Report and tenth in the state of Georgia. The Hospital provides advanced services such as cardiology, oncology and radiology as well as more traditional services such as obstetrics with both routine and intensive care nurseries as well as provides charity care in the form of indigent care to patients with no health insurance and catastrophic care to patients whose medical bills are so large that paying them would be permanently life-shattering. Emory University Hospital Midtown physicians provided $32.2 million in charity care during the current fiscal year. Emory University Hospital Midtown has 529 licensed beds and more than 1,200 licensed physicians on staff. The current community benefits report is published at http://whsc.emory.edu/publications/community-benefits-2019/index.htmlDesc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$971,920,155ExpenseAmt
Grant$0GrantAmt
Revenue$1,143,911,505RevenueAmt
DescEMORY UNIVERSITY HOSPITAL A teaching and research facility providing tertiary and quaternary care services, particularly cardiology, cardiac surgery, oncology, neurosciences, multiple organ and tissue transplantation, orthopaedics, geriatrics and endocrinology. In 2018, Emory University Hospital was ranked as the number one hospital in metro Atlanta and in the state of Georgia by U.S. News and World Report for the seventh year in a row. The Hospital was also recognized as one of the nation's top hospitals by the national research corporation's consumer choice awards in 2017 and for 18 of the past 19 years. Emory University Hospital provides integrated patient care with teaching and clinical research by physicians who are university faculty as well as provides charity care in the form of indigent care to patients with no health insurance and catastrophic care to patients whose medical bills are so large that paying them would be permanently life-shattering. Emory University Hospital physicians provided $43.7 million in charity care during the current fiscal year. The Hospital has 871 licensed beds, of which 120 are located at Emory University Orthopaedic and Spine Hospital and 82 are located at Wesley Woods, and more than 1,300 licensed physicians on staff. The Emory University Orthopaedic and Spine Hospital has earned the highest patient satisfaction rankings in the country based on returned surveys from patients that have been nationally benchmarked by Press Ganey. The current community benefits report is published at http://whsc.emory.edu/publications/community-benefits-2019/index.htmlDesc
FieldValueIRS element (for citing)
Total Program Service Expenses$4,099,065,799TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesYes (true)LobbyingActivitiesInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtYes (true)CollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Temp Or Permanent EndowmentsYes (true)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (true)ReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingYes (true)SchoolOperatingInd
Foreign OfficeYes (true)ForeignOfficeInd
Foreign ActivitiesYes (true)ForeignActivitiesInd
More Than5000 K To OrgYes (true)MoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingYes (true)ProfessionalFundraisingInd
Fundraising ActivitiesYes (true)FundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalYes (true)OperateHospitalInd
Audited Financial Stmt AttYes (true)AuditedFinancialStmtAttInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsYes (true)TaxExemptBondsInd
Invest Tax Exempt BondsYes (true)InvestTaxExemptBondsInd
Escrow AccountfalseEscrowAccountInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemYes (true)BusinessRlnWithFamMemInd
Business Rln With Officer EntfalseBusinessRlnWithOfficerEntInd
Deductible Non Cash ContriYes (true)DeductibleNonCashContriInd
Deductible Art ContributionYes (true)DeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityYes (true)DisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntYes (true)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (true)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
IRP Document26513IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee24121EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountYes (true)ForeignFinancialAccountInd
Foreign CountryHUForeignCountryCd
Foreign CountryINForeignCountryCd
Foreign CountryARForeignCountryCd
Foreign CountryIDForeignCountryCd
Foreign CountryISForeignCountryCd
Foreign CountryJAForeignCountryCd
Foreign CountryKSForeignCountryCd
Foreign CountryMYForeignCountryCd
Foreign CountryMXForeignCountryCd
Foreign CountryNIForeignCountryCd
Foreign CountryPEForeignCountryCd
Foreign CountryPLForeignCountryCd
Foreign CountrySAForeignCountryCd
Foreign CountryLOForeignCountryCd
Foreign CountrySPForeignCountryCd
Foreign CountryTUForeignCountryCd
Foreign CountryBRForeignCountryCd
Foreign CountryCJForeignCountryCd
Foreign CountryCIForeignCountryCd
Foreign CountryCHForeignCountryCd
Foreign CountryCOForeignCountryCd
Foreign CountryEZForeignCountryCd
Foreign CountryDAForeignCountryCd
Foreign CountryETForeignCountryCd
Foreign CountryFRForeignCountryCd
Foreign CountryGRForeignCountryCd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsYes (true)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (true)QuidProQuoContriDisclInd
Form8282 Property Disposed OfYes (true)Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtYes (true)SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncYes (true)SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members40GoverningBodyVotingMembersCnt
Independent Voting Member39IndependentVotingMemberCnt
Family Or Business RlnYes (true)FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VentureYes (true)InvestmentInJointVentureInd
Written Policy Or ProcedureYes (true)WrittenPolicyOrProcedureInd
States Where Copy Of Return Is FldGAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Belva WhiteBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4047276018PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11599 CLIFTON RD 3RD FLOORAddressLine1Txt
CityATLANTACityNm
State AbbreviationGAStateAbbreviationCd
ZIP30322ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (83 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerIndKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
KATHELEN AMOS
Trustee2.00.0Yes (X)$0$0$0
FACUNDO L BACARDI
Trustee1.00.0Yes (X)$0$0$0
THOMAS I BARKIN
Trustee2.01.0Yes (X)$0$0$0
THOMAS D BELL JR
Trustee4.00.0Yes (X)$0$0$0
HENRY L BOWDEN JR
Trustee2.00.0Yes (X)$0$0$0
WILLIAM A BROSIUS
Trustee1.01.0Yes (X)$0$0$0
SARAH BROWN
Trustee1.00.0Yes (X)$0$0$0
JAMES W BURNS
Trustee1.00.0Yes (X)$0$0$0
SUSAN A CAHOON
Trustee, Secretary1.00.0Yes (X)$0$0$0
SHANTELLA CARR COOPER
Trustee3.00.0Yes (X)$0$0$0
CRYSTAL EDMONSON
Trustee1.00.0Yes (X)$0$0$0
ROBERT C GODDARD III
Trustee4.00.0Yes (X)$0$0$0
JAVIER C GOIZUETA
Trustee1.00.0Yes (X)$0$0$0
SUE HAUPERT-JOHNSON
Trustee1.00.0Yes (X)$0$0$0
MUHTAR KENT
Trustee1.00.0Yes (X)$0$0$0
JOHN L LATHAM
Trustee1.00.0Yes (X)$0$0$0
JONATHAN K LAYNE
Trustee4.00.0Yes (X)$0$0$0
STEVEN H LIPSTEIN
Trustee1.00.0Yes (X)$0$0$0
DEBORAH A MARLOWE
Trustee2.00.0Yes (X)$0$0$0
WILLIAM T McALILLY
Trustee1.00.0Yes (X)$0$0$0
LEE P MILLER
Trustee1.00.0Yes (X)$0$0$0
JOHN G RICE
Trustee4.00.0Yes (X)$0$0$0
RICK M RIEDER
Trustee1.00.0Yes (X)$0$0$0
TERESA M RIVERO
Trustee3.00.0Yes (X)$0$0$0
ADAM H ROGERS
Trustee1.00.0Yes (X)$0$0$0
WILLIAM H ROGERS JR
Trustee1.00.0Yes (X)$0$0$0
KATHERINE T ROHRER
Trustee3.00.0Yes (X)$0$0$0
TIMOTHY C ROLLINS
Trustee4.00.0Yes (X)$0$0$0
STUART A ROSE
Trustee1.00.0Yes (X)$0$0$0
CYNTHIA M SANBORN
Trustee2.00.0Yes (X)$0$0$0
DIANE W SAVAGE
Trustee4.00.0Yes (X)$0$0$0
LEAH WARD SEARS
Trustee3.00.0Yes (X)$0$0$0
LYNN H STAHL
Trustee1.00.0Yes (X)$0$0$0
ROSA TARBUTTON SUMTER
Trustee1.00.0Yes (X)$0$0$0
JAMES E SWANSON SR
Trustee1.00.0Yes (X)$0$0$0
MITCHELL A TANZMAN
Trustee3.00.0Yes (X)$0$0$0
MARY VIRGINIA TAYLOR
Trustee1.00.0Yes (X)$0$0$0
GREGORY J VAUGHN
Trustee1.00.0Yes (X)$0$0$0
WILLIAM C WARREN IV
Trustee1.00.0Yes (X)$0$0$0
B MICHAEL WATSON
Trustee1.00.0Yes (X)$0$0$0
MARK A WEINBERGER
Trustee1.00.0Yes (X)$0$0$0
E JENNER WOOD III
Trustee1.00.0Yes (X)$0$0$0
CHRISTOPHER AUGOSTINI
EVP - Business and Administration65.03.0$1,027,249$0$52,322Yes (X)
DEBORAH BRUNER
SVP RESEARCH60.00.0$320,361$0$40,507Yes (X)
ALLISON DYKES JOHNSON
VP - University Secretary60.00.0$383,451$0$49,384Yes (X)
DELBRIDGE KING
VP - Human Resources60.00.0$304,302$0$41,941Yes (X)
CAROL KISSAL
VP - Finance ; Chief Finance Officer60.01.0$795,240$0$49,510Yes (X)
JONATHAN S LEWIN MD
See Schedule J, Part III65.05.0$722,628$1,396,208$55,770Yes (X)
PAUL P MARTHERS
Interim SVP65.00.0$387,144$0$48,026Yes (X)
DWIGHT A McBRIDE
Provost/Exec VP, Academic Affairs65.01.0$769,785$0$35,314Yes (X)
THERESA MILAZZO
VP - Human Resources60.00.0$318,947$0$39,953Yes (X)
JOSHUA R NEWTON
SVP - Adv. & Alum. Engagement65.00.0$358,164$0$19,488Yes (X)
SRINIVAS PULAVARTI
VP-Investments60.00.0$871,575$0$28,071Yes (X)
DAVID B SANDOR
SVP Communications65.00.0$438,340$0$44,990Yes (X)
STEPHEN D SENCER
Sr VP & General Counsel65.01.0$665,571$0$58,176Yes (X)
CLAIRE STERK
President80.00.0$1,226,632$0$512,885Yes (X)
MARY BETH ALLEN
Chief HR Officer - EHC30.030.0$0$655,022$30,719Yes (X)
GREG ANDERSON
VP&CFO Emory University Hospital Midtown60.00.0$151,876$198,443$50,935Yes (X)
BILL BORNSTEIN MD
CMO & CQPSO30.030.0$825$882,095$49,208Yes (X)
CARLA CHANDLER
VP&CFO Emory University Hospital60.01.0$294,615$66,700$44,250Yes (X)
MICHAEL ELLIOTT
Dean of Emory College60.00.0$503,499$0$39,840Yes (X)
BRYCE GARTLAND MD
Hospital Group President & CEO - Emory University Hospital60.02.0$514,533$227,017$118,069Yes (X)
PATRICK HAMMOND
CEO - Emory Healthcare Network30.030.0$0$1,134,925$52,686Yes (X)
JAMES T HATCHER
CFO Emory Healthcare30.031.0$0$876,826$38,720Yes (X)
DAN OWENS
CEO - Emory University Hospital Midtown60.01.0$439,701$273,199$112,293Yes (X)
SHARON PAPPAS
Chief Nursing Officer30.031.0$15,675$615,316$100,207Yes (X)
DANE PETERSON
Chief Operating Officer - EHC30.032.0$0$1,691,063$175,933Yes (X)
SHEILA SANDERS
Chief Information Officer30.030.0$0$511,861$36,833Yes (X)
VIKAS SUKHATME MD
Dean, School of Medicine60.04.0$617,569$504,910$44,360Yes (X)
MATT WAIN
CEO - Emory University Hospital60.00.0$0$0$0Yes (X)
FAIZ U AHMAD MD
Physician0.060.0$1,003,050$1,789,662$55,933Yes (X)
KEITH WALTER MICHAEL MD
Physician0.060.0$262,968$1,423,718$38,257Yes (X)
DAN REFAI MD
Physician0.060.0$6,000$1,883,970$48,604Yes (X)
JOHN M RHEE MD
Physician0.060.0$28$2,146,605$42,978Yes (X)
SANGWOOK TIM YOON MD
Physician0.060.0$2,083$1,597,066$51,875Yes (X)
CHRISTIAN P LARSEN MD
Former Key Employee40.020.0$269,869$409,479$47,766Yes (X)
DAVID STEPHENS MD
Former Key Employee60.04.0$555,630$326,485$30,779Yes (X)
CHARLIE COY (Peter) BARNES JR
Former Officer60.00.0$459,700$0$34,236Yes (X)
S WRIGHT CAUGHMAN MD
Former Officer40.020.0$341,860$77,704$44,558Yes (X)
SUSAN CRUSE
Former Officer65.00.0$1,022,371$0$44,892Yes (X)
VINCE DOLLARD
Former Officer65.00.0$240,444$0$38,234Yes (X)
RICHARD A MENDOLA
Former officer60.00.0$656,478$0$56,422Yes (X)
AJAY NAIR
Former Officer0.00.0$152,185$0$20,131Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$16,100,348TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$18,688,274TotReportableCompRltdOrgAmt
Total Other Compensation$2,525,055TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K2183IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (true)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
HOLDER CONSTRUCTION COMPANY
3333 RIVERWOOD PARKWAYATLANTAGA30339CONSTRUCTION$37,763,450
GAY CONSTRUCTION COMPANY
2907 LOG CABIN DRIVESMYRNAGA30080CONSTRUCTION$24,988,473
MCCARTHY BUILDING COMPANIES INC
2859 PACES FERRY ROADATLANTAGA30339CONSTRUCTION$18,838,955
STRUCTOR GROUP INC
3200 COBB GALLERIA PKWYATLANTAGA30339CONSTRUCTION$13,997,852
BON APPETIT MANAGEMENT CO
PO BOX 50196LOS ANGELESCA90074FOOD SERVICES$10,535,730
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K308CntrctRcvdGreaterThan100KCnt
Fundraising$2,502,319FundraisingAmt
Government Grants$643,372,677GovernmentGrantsAmt
All Other Contributions$204,855,631AllOtherContributionsAmt
Noncash Contributions$33,473,448NoncashContributionsAmt
Total Contributions$850,730,627TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
Tuition and fees611600$757,484,081$757,484,081
Medical Services624100$2,478,371,068$2,477,427,590$943,478
Auxiliary operating activities611600$74,665,836$74,665,836
Independent operations721110$23,798,286$14,349,956$9,448,330
Education/Clinical Research611600$69,689,461$69,689,461

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$3,404,008,732TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$62,360,270TotalRevenueColumnAmt
Unrelated Business Revenue-$33,824,182UnrelatedBusinessRevenueAmt
Exclusion$96,184,452ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$4,873,356TotalRevenueColumnAmt
Exclusion$4,873,356ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$11,303,102RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$11,303,102RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$11,303,102TotalRevenueColumnAmt
Exclusion$11,303,102ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$394,870,311SecuritiesAmt
Other-$2,838,099OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$394,870,311SecuritiesAmt
Other-$2,838,099OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$392,032,212TotalRevenueColumnAmt
Exclusion$392,032,212ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$109,500FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$2,502,319ContriRptFundraisingEventAmt
Fundraising Direct Expenses$622,750FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$513,250TotalRevenueColumnAmt
Exclusion-$513,250ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtExclusionExclusionAmt
Financial Administration611710$7,436,635$7,436,635
Concessions/Services611710$12,934,093$12,934,093
Network and communications611710$222,806$222,806

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$20,593,534OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$4,745,388,583TotalRevenueColumnAmt
Related Or Exempt Func Income$3,393,616,924RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue-$23,432,374UnrelatedBusinessRevenueAmt
Exclusion$524,473,406ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$146,734,128TotalAmt
Program Services$146,734,128ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$305,060,918TotalAmt
Program Services$305,060,918ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$25,236,694TotalAmt
Program Services$25,236,694ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$20,377,168TotalAmt
Program Services$12,159,404ProgramServicesAmt
Management And General$7,403,698ManagementAndGeneralAmt
Fundraising$814,066FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$3,441,543TotalAmt
Management And General$3,441,543ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$1,620,149,100TotalAmt
Program Services$1,500,290,982ProgramServicesAmt
Management And General$104,232,506ManagementAndGeneralAmt
Fundraising$15,625,612FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$112,863,732TotalAmt
Program Services$103,834,634ProgramServicesAmt
Management And General$7,900,461ManagementAndGeneralAmt
Fundraising$1,128,637FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$289,627,395TotalAmt
Program Services$266,457,203ProgramServicesAmt
Management And General$20,273,918ManagementAndGeneralAmt
Fundraising$2,896,274FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$111,044,597TotalAmt
Program Services$102,161,029ProgramServicesAmt
Management And General$7,773,122ManagementAndGeneralAmt
Fundraising$1,110,446FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$25,911,260TotalAmt
Management And General$25,911,260ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$8,699,676TotalAmt
Program Services$7,307,728ProgramServicesAmt
Management And General$1,304,951ManagementAndGeneralAmt
Fundraising$86,997FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$922,545TotalAmt
Management And General$922,545ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$178,664TotalAmt
Management And General$178,664ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$176,508TotalAmt
Fundraising$176,508FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$145,742TotalAmt
Management And General$145,742ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$73,993,465TotalAmt
Program Services$41,436,340ProgramServicesAmt
Management And General$31,817,190ManagementAndGeneralAmt
Fundraising$739,935FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$2,370,729TotalAmt
Program Services$2,252,193ProgramServicesAmt
Management And General$118,536ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$26,820,844TotalAmt
Program Services$26,284,428ProgramServicesAmt
Management And General$268,208ManagementAndGeneralAmt
Fundraising$268,208FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$15,753,123TotalAmt
Program Services$12,760,030ProgramServicesAmt
Management And General$2,835,562ManagementAndGeneralAmt
Fundraising$157,531FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$89,895,971TotalAmt
Program Services$79,108,454ProgramServicesAmt
Management And General$9,888,557ManagementAndGeneralAmt
Fundraising$898,960FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$11,178,260TotalAmt
Program Services$9,389,738ProgramServicesAmt
Management And General$1,117,826ManagementAndGeneralAmt
Fundraising$670,696FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$7,507,165TotalAmt
Program Services$7,507,165ProgramServicesAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$68,914,532TotalAmt
Program Services$65,468,805ProgramServicesAmt
Management And General$3,445,727ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$223,162,246TotalAmt
Program Services$214,235,756ProgramServicesAmt
Management And General$8,926,490ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$21,031,742TotalAmt
Program Services$21,031,742ProgramServicesAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
Educational Expense$14,735,592$14,735,592
Medical Expense$790,836,308$790,836,308
Provision for Bad Debts$138,310,413$138,310,413
Administrative Expense$24,665,499$24,665,499

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$206,466,155TotalAmt
Program Services$206,466,115ProgramServicesAmt
Management And General$40ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$4,386,211,714TotalAmt
Program Services$4,099,065,799ProgramServicesAmt
Management And General$262,572,045ManagementAndGeneralAmt
Fundraising$24,573,870FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

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

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$1,161,311,855BOYAmt
EOY$1,318,922,793EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$396,126,560BOYAmt
EOY$193,792,160EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$450,454,435BOYAmt
EOY$802,478,641EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

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

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

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

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

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

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$22,563,699BOYAmt
EOY$24,448,135EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$256,038,953BOYAmt
EOY$128,196,452EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$5,918,616,686LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$3,047,501,670LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$2,758,266,336BOYAmt
EOY$2,871,115,016EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$2,177,877,924BOYAmt
EOY$1,372,827,001EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$6,928,620,799BOYAmt
EOY$8,083,211,502EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$23,137,557BOYAmt
EOY$21,960,345EOYAmt

Intangible Assets IntangibleAssetsGrp

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

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$239BOYAmt
EOY$0EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$14,174,398,357BOYAmt
EOY$14,816,952,045EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$438,541,109BOYAmt
EOY$465,401,315EOYAmt

Grants Payable GrantsPayableGrp

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

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$468,038,927BOYAmt
EOY$286,380,981EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,575,574,581BOYAmt
EOY$1,756,467,191EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

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

Loans From Officers Directors LoansFromOfficersDirectorsGrp

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

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

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

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$376,433,736BOYAmt
EOY$223,592,502EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,313,643,541BOYAmt
EOY$1,460,982,502EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$4,172,231,894BOYAmt
EOY$4,192,824,491EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$4,587,104,447BOYAmt
EOY$4,842,311,630EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$3,192,920,608BOYAmt
EOY$0EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,222,141,408BOYAmt
EOY$5,781,815,924EOYAmt

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

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

Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp

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

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

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

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$10,002,166,463BOYAmt
EOY$10,624,127,554EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$14,174,398,357BOYAmt
EOY$14,816,952,045EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$359,176,869ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$88,615,042NetUnrlzdGainsLossesInvstAmt
Donated Services And Use Fclts$0DonatedServicesAndUseFcltsAmt
Investment Expense$0InvestmentExpenseAmt
Prior Period Adjustments$0PriorPeriodAdjustmentsAmt
Other Changes In Net Assets$174,169,180OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredYes (true)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (true)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
SchoolYes (X)SchoolInd

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$585,280,325CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$639,959,619CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$717,202,964CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,090,729,734CurrentTaxYearMinus1YearAmt
Current Tax Year$850,730,627CurrentTaxYearAmt
Total$3,883,903,269TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$585,280,325CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$639,959,619CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$717,202,964CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,090,729,734CurrentTaxYearMinus1YearAmt
Current Tax Year$850,730,627CurrentTaxYearAmt
Total$3,883,903,269TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$427,436,811SubstantialContributorsTotAmt
Public Support Total170$3,456,466,458PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$130,867,565CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$132,718,201CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$98,559,100CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$111,030,258CurrentTaxYearMinus1YearAmt
Current Tax Year$78,536,728CurrentTaxYearAmt
Total$551,711,852TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$12,860,220CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$16,765,014CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$12,941,763CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$15,950,816CurrentTaxYearMinus1YearAmt
Current Tax Year$20,080,284CurrentTaxYearAmt
Total$78,598,097TotalAmt
FieldValueIRS element (for citing)
Total Support$4,514,213,218TotalSupportAmt
Gross Receipts Rltd Activities$14,598,250,233GrossReceiptsRltdActivitiesAmt
Public Support CY1700.7657PublicSupportCY170Pct
Public Support PY1700.7344PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule A, Part II, Line 10 Other IncomeFormAndLineReferenceDesc
ExplanationDESCRIPTION - FUNDRAISING EVENTS, COLUMN A - 216210.0, COLUMN B - -337376.0, COLUMN C - 248305.0, COLUMN D - -122362.0, COLUMN E - -513250.0, COLUMN F - -508473.0; DESCRIPTION - FINANCIAL ADMINISTRATION, COLUMN A - 1062611.0, COLUMN B - 2225983.0, COLUMN C - 2338366.0, COLUMN D - 3535935.0, COLUMN E - 7436635.0, COLUMN F - 16599530.0; DESCRIPTION - CONCESSIONS / SERVICES, COLUMN A - 11388013.0, COLUMN B - 14588781.0, COLUMN C - 10262454.0, COLUMN D - 12313225.0, COLUMN E - 12934093.0, COLUMN F - 61486566.0; DESCRIPTION - NETWORK/COMMUNICATIONS, COLUMN A - 193386.0, COLUMN B - 287626.0, COLUMN C - 92638.0, COLUMN D - 224018.0, COLUMN E - 222806.0, COLUMN F - 1020474.0;ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

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

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
VolunteersfalseVolunteersInd
Paid Staff Or ManagementYes (true)PaidStaffOrManagementInd
Media AdvertisementsfalseMediaAdvertisementsInd
Mailings MembersYes (true)MailingsMembersInd
Mailings Members$0MailingsMembersAmt
Publications Or BroadcastfalsePublicationsOrBroadcastInd
Grants Other OrganizationsfalseGrantsOtherOrganizationsInd
Direct Contact LegislatorsYes (true)DirectContactLegislatorsInd
Direct Contact Legislators$183,640DirectContactLegislatorsAmt
Rallies DemonstrationsfalseRalliesDemonstrationsInd
Other ActivitiesYes (true)OtherActivitiesInd
Other Activities$577,493OtherActivitiesAmt
Total Lobbying Expenditures$761,133TotalLobbyingExpendituresAmt
Not Described Section501c3falseNotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule C, Part II-BFormAndLineReferenceDesc
ExplanationEMORY UNIVERSITY DID NOT PARTICIPATE OR INTERVENE IN ANY POLITICAL CAMPAIGNS. A DE MINIMIS PORTION OF EMORY UNIVERSITY'S TOTAL ACTIVITIES INVOLVE LEGISLATIVE AND REGULATORY MATTERS OF DIRECT CONCERN TO HIGHER EDUCATION AND HEALTH CARE OR OF COMPELLING IMPORTANCE TO EMORY UNIVERSITY IN PARTICULAR. UNDER THE HONEST LEADERSHIP AND OPEN GOVERNMENT ACT OF 2007, AN AMENDMENT TO THE LOBBYING DISCLOSURE ACT OF 1995, EMORY UNIVERSITY REPORTS DETAILED LOBBYING ACTIVITIES AT THE NATIONAL LEVEL ON A QUARTERLY AND SEMI-ANNUAL BASIS TO THE SECRETARY OF THE SENATE AND THE CLERK OF THE HOUSE OF REPRESENTATIVES. EMORY UNIVERSITY ALSO REPORTS DETAILED LOBBYING ACTIVITIES AT THE STATE LEVEL TO THE GEORGIA GOVERNMENT TRANSPARENCY AND CAMPAIGN FINANCE COMMISSION. EFFORTS TO INFLUENCE LEGISLATION AND REGULATION ARE DIRECTED BY THE EMORY UNIVERSITY OFFICE OF GOVERNMENT AND COMMUNITY AFFAIRS. THE OFFICE CONSISTS OF SEVEN EMPLOYEES WHO ACT AS EMORY UNIVERSITY'S LIAISONS AND MONITOR PROPOSED AND ENACTED LEGISLATION AND OTHER GOVERNMENTAL DEVELOPMENTS. ACTIVITIES OF THE STAFF INCLUDE CONTACT BY LETTERS, PHONE CALLS, EMAILS, AND MEETINGS WITH LEGISLATORS AND MEMBERS OF THEIR STAFFS OR OTHER GOVERNMENT OFFICIALS. MEETINGS WITH LOCAL CITIZENS ARE ALSO CONDUCTED REGARDING ISSUES WITH LOCAL GOVERNMENT. EMORY UNIVERSITY LOBBIES BOTH THE FEDERAL AND STATE GOVERNMENT ON ISSUES OF MAJOR CONCERN: HIGHER EDUCATION, ECONOMIC DEVELOPMENT, HUMAN RESOURCES, CULTURAL RESOURCES, COMMUNITY RELATIONS, YOUTH ISSUES, ENVIRONMENTAL CONCERNS, UNIVERSITY REGULATION, RESEARCH ISSUES, TRANSPORTATION, APPROPRIATIONS/BUDGET, TAX ISSUES, AND HEALTHCARE. ESTIMATED EXPENSES ARE AS FOLLOWS: LINE 1G: CONTRACT LOBBYISTS: $178,664 STATE LOBBYING: $4,976 TOTAL: $183,640 LINE 1I: SALARIES: $395,167 TRAVEL: $42,977 MEMBERSHIP DUES: $128,911 OFFICE OVERHEAD: $10,438 TOTAL: $577,493ExplanationTxt

Schedule D IRS990ScheduleD

Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp

FieldValueIRS element (for citing)
Revenues Included$3,059,635RevenuesIncludedAmt
Assets Included$111,870,977AssetsIncludedAmt
FieldValueIRS element (for citing)
Collection Used Pub ExhibitionYes (X)CollectionUsedPubExhibitionInd
Coll Used Scholarly RsrchYes (X)CollUsedScholarlyRsrchInd
Collection Used PreservationYes (X)CollectionUsedPreservationInd
Coll Used Loan Or Exch ProgYes (X)CollUsedLoanOrExchProgInd

Collection Used Other Purposes CollectionUsedOtherPurposesGrp

FieldValueIRS element (for citing)
Collection Used Other PurposesYes (X)CollectionUsedOtherPurposesInd
Other PurposesEducational ProgramsOtherPurposesDesc
FieldValueIRS element (for citing)
Solicited Assets SalefalseSolicitedAssetsSaleInd

CY Endwmt Fund CYEndwmtFundGrp

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

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$6,175,223,812BeginningYearBalanceAmt
Contributions$59,005,107ContributionsAmt
Investment Earnings Or Losses$502,127,129InvestmentEarningsOrLossesAmt
Grants Or Scholarships$27,763,922GrantsOrScholarshipsAmt
Other Expenditures$221,891,319OtherExpendituresAmt
Administrative Expenses$22,164,208AdministrativeExpensesAmt
End Year Balance$6,464,536,599EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$5,775,784,405BeginningYearBalanceAmt
Contributions$62,885,056ContributionsAmt
Investment Earnings Or Losses$603,741,196InvestmentEarningsOrLossesAmt
Grants Or Scholarships$35,098,656GrantsOrScholarshipsAmt
Other Expenditures$210,272,785OtherExpendituresAmt
Administrative Expenses$21,815,404AdministrativeExpensesAmt
End Year Balance$6,175,223,812EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$5,763,138,887BeginningYearBalanceAmt
Contributions$54,586,238ContributionsAmt
Investment Earnings Or Losses$213,296,802InvestmentEarningsOrLossesAmt
Grants Or Scholarships$24,897,719GrantsOrScholarshipsAmt
Other Expenditures$209,481,805OtherExpendituresAmt
Administrative Expenses$20,857,998AdministrativeExpensesAmt
End Year Balance$5,775,784,405EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$5,962,965,212BeginningYearBalanceAmt
Contributions$108,493,602ContributionsAmt
Investment Earnings Or Losses-$66,428,385InvestmentEarningsOrLossesAmt
Grants Or Scholarships$22,051,776GrantsOrScholarshipsAmt
Other Expenditures$200,138,770OtherExpendituresAmt
Administrative Expenses$19,700,996AdministrativeExpensesAmt
End Year Balance$5,763,138,887EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.227BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.3706PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.4024TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$123,116,754OtherCostOrOtherBasisAmt
Book Value$123,116,754BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$3,360,764,488OtherCostOrOtherBasisAmt
Depreciation$1,401,458,731DepreciationAmt
Book Value$1,959,305,757BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$2,434,735,444OtherCostOrOtherBasisAmt
Depreciation$1,646,042,939DepreciationAmt
Book Value$788,692,505BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$2,871,115,016TotalBookValueLandBuildingsAmt

Financial Derivatives FinancialDerivativesGrp

FieldValueIRS element (for citing)
Method ValuationFMethodValuationCd

Other Securities OtherSecuritiesGrp (21 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
SHORT-TERM INVESTMENTS
COMMINGLED FUNDS-EQUITY
COMMINGLED FUNDS-FIXED INCOME
REAL ESTATE PARTNERSHIPS
INVESTMENT-PRIVATE SECURITIES
MARKETABLE REAL ESTATE
MISCELLANEOUS INVESTMENTS
HEDGED STRATEGIES
PRIVATE MARKET INVESTMENTS
NATURAL RESOURCES
OIL/GAS
INTEREST IN PERPETUAL FUNDS
Short-term investments$146,040,028F
Public Equity$2,732,353,256F
Fixed Income Securities$38F
Real Estate$730,857,091F
Private Equity/Venture Capital$1,786,918,047F
Miscellaneous Investments$929,467,252F
Interest in Perpetual Funds$1,757,575,790F
Hedged StrategiesF
Private Market InvestmentsF
FieldValueIRS element (for citing)
Total Book Value Securities$8,083,211,502TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (14 entries)

DescDescAmtAmt
INTEREST PAYABLE
PROFESSIONAL LIABILITY RESERVE
FUNDS HELD IN TRUST FOR OTHERS
GOV ADVANCE-FEDERAL LOAN PROG
ANNUITIES PAYABLE
LIABILITY FOR DERIVATIVES
ASSET RETIREMENT OBLIGATION
Interest payable$14,892,412
Annuities payable$15,286,755
Benefit obligations/professional liabilities$294,403,411
Funds held in trust for others$826,663,329
Government advances federal loan programs$16,638,366
Liability for derivative instruments$238,111,858
Asset Retirement Obligation$54,986,371
FieldValueIRS element (for citing)
Total Liability$1,460,982,502TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule D, Part III, Line 4 Collections of art - description of collectionsCOLLECTIONS OF ART, HISTORICAL TREASURES & SIMILAR ASSETS THE MICHAEL C. CARLOS MUSEUM COLLECTS, PRESERVES, EXHIBITS, AND INTERPRETS ART AND ARTIFACTS FROM ANTIQUITY TO THE PRESENT IN ORDER TO PROVIDE UNIQUE OPPORTUNITIES FOR EDUCATION AND ENRICHMENT IN THE COMMUNITY AND TO PROMOTE INTERDISCIPLINARY TEACHING AND RESEARCH AT EMORY UNIVERSITY. THE COLLECTIONS EMPHASIZE: A) WORKS OF ART ON PAPER; B) THE ART OF THE ANCIENT CULTURES OF THE MEDITERRANEAN BASIN INCLUDING GREECE AND ROME; C) THE ART OF ANCIENT EGYPT, NUBIA AND THE NEAR EAST; D) THE ART OF THE INDIGENOUS AMERICAS; E) THE ART OF SUB-SAHARAN AFRICA; F) THE ART OF ASIA. THE MUSEUM IS FORTUNATE TO HAVE RECEIVED ASSISTANCE FROM 68 VOLUNTEERS DURING THE REPORTING YEAR WHO COLLECTIVELY PROVIDED APPROXIMATELY 1,100 HOURS LEADING TOURS, CONDUCTING WORKSHOPS, ASSISTING WITH THE CONSERVATION TREATMENT OF ARTWORK, FACILITATING SPECIAL EVENTS, AND PROVIDING OTHER ADMINISTRATIVE SUPPORT. THE STUART A. ROSE MANUSCRIPT, ARCHIVES AND RARE BOOK LIBRARY (ROSE LIBRARY) DEVELOPS, PRESERVES AND MAKES ACCESSIBLE FOCUSED AREAS TO SUPPORT THE RESEARCH AND TEACHING MISSION OF THE UNIVERSITY. ROSE LIBRARY'S COLLECTIONS OF RARE BOOKS, DISTINCTIVE COLLECTIONS IN UNPUBLISHED PERSONAL AND ORGANIZATIONAL RECORDS, WORKS OF ART, AND RESEARCH COLLECTIONS EMPHASIZE: A) LITERATURE; B) AFRICAN AMERICAN HISTORY AND CULTURE; C) EARLY PRINTED WORKS FROM THE LOW COUNTRIES; D) SOUTHERN HISTORY; E) RELIGION; F) THE CIVIL RIGHTS AND POST-CIVIL RIGHTS PERIODS; G) FRONTIERS OF MEDICINE; H) CONFLICT RESOLUTION; AND I) HISTORY OF EMORY UNIVERSITY, ITS PREDECESSOR SCHOOLS, AND ITS AFFILIATE ORGANIZATIONS.
Schedule D, Part V, Line 4 Intended uses of endowment fundsINTENDED USES OF THE ORGANIZATION'S ENDOWMENT FUNDS THE INTENDED USES OF EMORY UNIVERSITY'S ENDOWMENT FUNDS CONSIST OF A VARIETY OF AREAS INCLUDING FUNDING OF SCHOLARSHIPS AND FELLOWSHIPS, ENDOWED CHAIRS, LECTURESHIPS, PROFESSORSHIPS, OPERATING BUDGET SUPPORT, LIBRARY MATERIALS, CAPITAL PROJECTS, RESEARCH, STUDENT LOANS AND OTHER SPECIAL PROJECTS.
Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnoteThe University is recognized as a tax-exempt organization, as defined in Section 501(c)(3) of the U.S. Internal Revenue Code (the Code), and is generally exempt from the federal income taxes on related income pursuant to Section 501(a) of the Code. Accordingly, no provision for income taxes is made in the consolidated financial statements. Unrelated business income of the University is reported on Form 990-T. In December 2017, the Tax Cuts and Job Acts (the Act) was approved by the United States Congress. Emory has adopted the relevant positions of the Act, and there was no material impact on the consolidated financial statements.

Schedule E IRS990ScheduleE

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

Supplemental Information Detail SupplementalInformationDetail (2 entries)

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

Schedule F IRS990ScheduleF

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

Account Activities Outside US AccountActivitiesOutsideUSGrp (78 entries)

RegionRegionTxtType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxtRegion Total ExpendituresRegionTotalExpendituresAmtEmployeeEmployeeCntOfficesOfficesCnt
Central America and the CaribbeanInvestmentsInvestments$3,505,594,393
Central America and the CaribbeanProgram ServicesConference$2,229
Central America and the CaribbeanProgram ServicesEducation$135,878
Central America and the CaribbeanProgram ServicesMeetings$6,544
Central America and the CaribbeanProgram ServicesRecruiting$8,545
Central America and the CaribbeanProgram ServicesResearch$166,3052
Central America and the CaribbeanProgram ServicesSubcontract$1,588,812
East Asia and the PacificInvestmentsInvestments$31,644,264
East Asia and the PacificInvestmentsManagement$21,544
East Asia and the PacificProgram ServicesAlumni Activity$28,735
East Asia and the PacificProgram ServicesConference$256,3181
East Asia and the PacificProgram ServicesDonations$2,941
East Asia and the PacificProgram ServicesEducation$272,2594
East Asia and the PacificProgram ServicesMeetings$54,236
East Asia and the PacificProgram ServicesPerformance/Exhibition$3,044
East Asia and the PacificProgram ServicesRecruiting$80,605
East Asia and the PacificProgram ServicesResearch$705,4329
East Asia and the PacificProgram ServicesSubcontract$1,081,066
Europe (Including Iceland and Greenland)InvestmentsInvestments$331,460,145
Europe (Including Iceland and Greenland)InvestmentsManagement$20,698
Europe (Including Iceland and Greenland)Program ServicesAlumni Activity$10,778
Europe (Including Iceland and Greenland)Program ServicesConference$578,951
Europe (Including Iceland and Greenland)Program ServicesDonations$23,417
Europe (Including Iceland and Greenland)Program ServicesEducation$2,884,738491
Europe (Including Iceland and Greenland)Program ServicesMeetings$104,768
Europe (Including Iceland and Greenland)Program ServicesPerformance / Exhibition$42,287
Europe (Including Iceland and Greenland)Program ServicesRecruiting$64,671
Europe (Including Iceland and Greenland)Program ServicesResearch$1,791,42817
Europe (Including Iceland and Greenland)Program ServicesSubcontract$3,469,173
Middle East and North AfricaInvestmentsInvestments$4,800,647
Middle East and North AfricaProgram ServicesConference$15,354
Middle East and North AfricaProgram ServicesEducation$73,4572
Middle East and North AfricaProgram ServicesMeetings$1,959
Middle East and North AfricaProgram ServicesPerformance / Exhibition$675
Middle East and North AfricaProgram ServicesRecruiting$4,831
Middle East and North AfricaProgram ServicesResearch$122,5874
North America (Canada & Mexico only)InvestmentsInvestments$46,505,224
North America (Canada & Mexico only)Program ServicesAlumni Activity$1,118
North America (Canada & Mexico only)Program ServicesConference$185,853
North America (Canada & Mexico only)Program ServicesEducation$137,6483
North America (Canada & Mexico only)Program ServicesGrant$5,000
North America (Canada & Mexico only)Program ServicesMeetings$67,149
North America (Canada & Mexico only)Program ServicesPerformance / Exhibition$29
North America (Canada & Mexico only)Program ServicesRecruiting$10,332
North America (Canada & Mexico only)Program ServicesResearch$130,9327
North America (Canada & Mexico only)Program ServicesSubcontract$350,199
Russia and Neighboring StatesProgram ServicesConference$18,255
Russia and Neighboring StatesProgram ServicesMeetings$10,369
Russia and Neighboring StatesProgram ServicesResearch$223,47320
Russia and Neighboring StatesProgram ServicesSubcontract$1,056,330
South AmericaInvestmentsInvestments$7,534,499
South AmericaProgram ServicesAlumni Activity$700
South AmericaProgram ServicesConference$15,169
South AmericaProgram ServicesEducation$58,7801
South AmericaProgram ServicesGrant$5,000
South AmericaProgram ServicesMeetings$26,489
South AmericaProgram ServicesRecruiting$63,130
South AmericaProgram ServicesResearch$125,36314
South AmericaProgram ServicesSubcontract$1,453,541
South AsiaInvestmentsInvestments$5,859,469
South AsiaInvestmentsManagement fees$11,690
South AsiaProgram ServicesAlumni Activity$8,082
South AsiaProgram ServicesConference$30,686
South AsiaProgram ServicesEducation$805,75119
South AsiaProgram ServicesGrant$5,000
South AsiaProgram ServicesMeetings$45,880
South AsiaProgram ServicesRecruiting$59,657
South AsiaProgram ServicesResearch$586,53918
South AsiaProgram ServicesSubcontract$4,684,771
Sub-Saharan AfricaProgram ServicesConference$124,679
Sub-Saharan AfricaProgram ServicesDonations$8,035
Sub-Saharan AfricaProgram ServicesEducation$217,3992
Sub-Saharan AfricaProgram ServicesGrant$35,000
Sub-Saharan AfricaProgram ServicesMeetings$89,719
Sub-Saharan AfricaProgram ServicesRecruiting$2,133
Sub-Saharan AfricaProgram ServicesResearch$6,076,5451237
Sub-Saharan AfricaProgram ServicesSubcontract$11,342,936
Sub-Saharan AfricaInvestmentsInvestments$184,981,682
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees16SubtotalEmployeesCnt
Continuation Total Office8ContinuationTotalOfficeCnt
Continuation Total Employee279ContinuationTotalEmployeeCnt
Total Office8TotalOfficeCnt
Total Employee295TotalEmployeeCnt
Subtotal Spent$3,539,866,652SubtotalSpentAmt
Continuation Spent$620,217,297ContinuationSpentAmt
Total Spent$4,160,083,949TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp (82 entries)

RegionRegionTxtPurpose Of GrantPurposeOfGrantTxtCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxt
Europe (Including Iceland and Greenland)SubContract$673,250Wire
South AsiaSubContract$38,586Wire
Russia and Neighboring StatesSubContract$9,997Wire
Sub-Saharan AfricaSubContract$155,192Wire
South AmericaSubContract$1,118,632Wire
South AmericaSubContract$42,550Wire
Europe (Including Iceland and Greenland)SubContract$126,454Wire
South AsiaSubContract$70,332Wire
Sub-Saharan AfricaSubContract$120,256Wire
East Asia and the PacificSubContract$28,053Wire
South AsiaSubContract$67,304Wire
Sub-Saharan AfricaSubContract$71,258Wire
North America (Canada & Mexico only)SubContract$117,763Wire
East Asia and the PacificSubContract$197,368Wire
East Asia and the PacificSubContract$22,034Wire
East Asia and the PacificSubContract$44,701Wire
Russia and Neighboring StatesSubContract$332,083Wire
Europe (Including Iceland and Greenland)SubContract$3,340,511Wire
Sub-Saharan AfricaSubContract$18,850Wire
East Asia and the PacificSubContract$200,531Wire
Sub-Saharan AfricaSubContract$55,520Wire
South AmericaSubContract$12,201Wire
South AmericaSubContract$6,845Wire
Sub-Saharan AfricaSubContract$2,763,102Wire
Europe (Including Iceland and Greenland)SubContract$48,538Wire
Europe (Including Iceland and Greenland)SubContract$47,503Wire
Europe (Including Iceland and Greenland)SubContract$190,000Wire
East Asia and the PacificSubContract$143,123Wire
South AsiaSubContract$41,542Wire
Central America and the CaribbeanSubContract$306,548Wire
Sub-Saharan AfricaSubContract$495,490Wire
Europe (Including Iceland and Greenland)SubContract$133,197Wire
South AsiaSubContract$137,585Wire
South AsiaSubContract$269,222Wire
South AsiaSubContract$2,008,875Wire
Sub-Saharan AfricaSubContract$12,892Wire
South AsiaSubContract$15,089Wire
Europe (Including Iceland and Greenland)SubContract$41,393Wire
Sub-Saharan AfricaSubContract$47,750Wire
Sub-Saharan AfricaDonation$8,035Wire
Europe (Including Iceland and Greenland)SubContract$2,741,629Wire
South AsiaSubContract$455,885Wire
East Asia and the PacificSubContract$101,486Wire
Europe (Including Iceland and Greenland)Donation$22,500Wire
East Asia and the PacificSubContract$13,112Wire
Sub-Saharan AfricaSubContract$15,600Wire
South AsiaSubContract$24,186Wire
Russia and Neighboring StatesSubContract$175,000Wire
Russia and Neighboring StatesSubContract$178,564Wire
South AmericaSubContract$82,725Wire
South AsiaSubContract$19,780Wire
Sub-Saharan AfricaSubContract$63,386Wire
Russia and Neighboring StatesSubContract$243,094Wire
South AsiaSubContract$128,642Wire
South AsiaSubContract$52,494Wire
North America (Canada & Mexico only)SubContract$29,624Wire
East Asia and the PacificSubContract$100,365Wire
Europe (Including Iceland and Greenland)SubContract$180,000Wire
South AsiaSubContract$704,267Wire
Sub-Saharan AfricaSubContract$27,080Wire
Sub-Saharan AfricaSubContract$10,919Wire
Russia and Neighboring StatesSubContract$103,079Wire
Europe (Including Iceland and Greenland)SubContract$27,432Wire
South AsiaSubContract$590,132Wire
Europe (Including Iceland and Greenland)SubContract$7,000Wire
Europe (Including Iceland and Greenland)SubContract$35,809Wire
North America (Canada & Mexico only)SubContract$126,420Wire
South AmericaSubContract$83,956Wire
Europe (Including Iceland and Greenland)SubContract$79,208Wire
Central America and the CaribbeanSubContract$1,282,263Wire
South AmericaSubContract$38,752Wire
South AmericaSubContract$49,500Wire
South AmericaSubContract$18,380Wire
North America (Canada & Mexico only)SubContract$76,391Wire
Sub-Saharan AfricaSubContract$59,118Wire
Sub-Saharan AfricaSubContract$17,949Wire
Europe (Including Iceland and Greenland)SubContract$230,557Wire
Europe (Including Iceland and Greenland)SubContract$213,154Wire
East Asia and the PacificSubContract$21,479Wire
East Asia and the PacificSubContract$208,814Wire
Sub-Saharan AfricaSubContract$2,434,346Wire
Sub-Saharan AfricaSubContract$388,061Wire
FieldValueIRS element (for citing)
Total501c3 Org82Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt
Transfer To Foreign CorpYes (true)TransferToForeignCorpInd
Interest In Foreign TrustfalseInterestInForeignTrustInd
Foreign Corp OwnershipYes (true)ForeignCorpOwnershipInd
Passive Foreign Investmest CoYes (true)PassiveForeignInvestmestCoInd
Foreign PartnershipYes (true)ForeignPartnershipInd
Boycott CountriesYes (true)BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule F, Part I, Line 2 Procedures for monitoring use of grant fundsPROCESS FOR MONITORING THE USE OF GRANT FUNDS OUTSIDE THE U.S. EMORY USES STANDARD OPERATING PROCEDURES FOR EACH GRANT AGREEMENT THAT INCLUDES REGULAR MONITORING OF ACTIVITY MILESTONES, BUDGETS, AND EXPENDITURES. EMORY UNIVERSITY ALSO REQUIRES LEGAL SUBCONTRACTS THAT INCLUDE DETAILED ACTIVITY AND BUDGET MILESTONES. TECHNICAL AND FINANCIAL REPORTS ARE REVIEWED CLOSELY. EMORY UNIVERSITY IS RESPONSIBLE FOR ENSURING THAT IT COMMUNICATES THE RELEVANT AND NECESSARY INFORMATION CONTAINED IN THE AWARD DOCUMENT TO THE SUBRECIPIENTS. THE OFFICE OF SPONSORED PROGRAMS MAINTAINS A COPY OF THE SUBCONTRACT AGREEMENT, WHICH STIPULATES THE TERMS OF THE AWARD AND IS SIGNED BY REPRESENTATIVES OF BOTH EMORY UNIVERSITY AND THE SUBRECIPIENT ORGANIZATION. THIS AGREEMENT INDICATES THAT THE SUBRECIPIENT UNDERSTANDS AND IS AWARE OF THE AWARD REQUIREMENTS. IN ADDITION, IF THERE ARE ANY FURTHER CHANGES TO THE AGREEMENT, AN AMENDMENT TO THE AGREEMENT IS GENERATED AND SIGNED BY THE REPRESENTATIVE OF EMORY UNIVERSITY AND THE SUBRECIPIENT.
Schedule F, Part I, Line 2 PROCEDURES FOR MONITORING USE OF GRANT FUNDSPROCESS FOR MONITORING THE USE OF GRANT FUNDS OUTSIDE THE U.S. EMORY USES STANDARD OPERATING PROCEDURES FOR EACH GRANT AGREEMENT THAT INCLUDES REGULAR MONITORING OF ACTIVITY MILESTONES, BUDGETS, AND EXPENDITURES. EMORY UNIVERSITY ALSO REQUIRES LEGAL SUBCONTRACTS THAT INCLUDE DETAILED ACTIVITY AND BUDGET MILESTONES. TECHNICAL AND FINANCIAL REPORTS ARE REVIEWED CLOSELY. EMORY UNIVERSITY IS RESPONSIBLE FOR ENSURING THAT IT COMMUNICATES THE RELEVANT AND NECESSARY INFORMATION CONTAINED IN THE AWARD DOCUMENT TO THE SUBRECIPIENTS. THE OFFICE OF SPONSORED PROGRAMS MAINTAINS A COPY OF THE SUBCONTRACT AGREEMENT, WHICH STIPULATES THE TERMS OF THE AWARD AND IS SIGNED BY REPRESENTATIVES OF BOTH EMORY UNIVERSITY AND THE SUBRECIPIENT ORGANIZATION. THIS AGREEMENT INDICATES THAT THE SUBRECIPIENT UNDERSTANDS AND IS AWARE OF THE AWARD REQUIREMENTS. IN ADDITION, IF THERE ARE ANY FURTHER CHANGES TO THE AGREEMENT, AN AMENDMENT TO THE AGREEMENT IS GENERATED AND SIGNED BY THE REPRESENTATIVE OF EMORY UNIVERSITY AND THE SUBRECIPIENT.

Schedule G IRS990ScheduleG

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

Fundraiser Activity Info FundraiserActivityInfoGrp

Organization Business Name OrganizationBusinessName

FieldValueIRS element (for citing)
Business Name Line1AMERGENTBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line19 CENTENNIAL DRIVEAddressLine1Txt
CityPEABODYCityNm
State AbbreviationMAStateAbbreviationCd
ZIP019607906ZIPCd
FieldValueIRS element (for citing)
ActivityDONOR ACQActivityTxt
Fundraiser Control Of FundsfalseFundraiserControlOfFundsInd
Gross Receipts$514,323GrossReceiptsAmt
Retained By Contractor$176,508RetainedByContractorAmt
Net To Organization$337,815NetToOrganizationAmt
FieldValueIRS element (for citing)
Total Gross Receipts$514,323TotalGrossReceiptsAmt
Total Retained By Contractors$176,508TotalRetainedByContractorsAmt
Total Net To Organization$337,815TotalNetToOrganizationAmt
Licensed StatesCALicensedStatesCd
Licensed StatesCOLicensedStatesCd
Licensed StatesCTLicensedStatesCd
Licensed StatesDELicensedStatesCd
Licensed StatesDCLicensedStatesCd
Licensed StatesFLLicensedStatesCd
Licensed StatesGALicensedStatesCd
Licensed StatesALLicensedStatesCd
Licensed StatesHILicensedStatesCd
Licensed StatesIDLicensedStatesCd
Licensed StatesILLicensedStatesCd
Licensed StatesINLicensedStatesCd
Licensed StatesIALicensedStatesCd
Licensed StatesKSLicensedStatesCd
Licensed StatesKYLicensedStatesCd
Licensed StatesLALicensedStatesCd
Licensed StatesMELicensedStatesCd
Licensed StatesAKLicensedStatesCd
Licensed StatesMDLicensedStatesCd
Licensed StatesMALicensedStatesCd
Licensed StatesMILicensedStatesCd
Licensed StatesMNLicensedStatesCd
Licensed StatesMSLicensedStatesCd
Licensed StatesMOLicensedStatesCd
Licensed StatesMTLicensedStatesCd
Licensed StatesNELicensedStatesCd
Licensed StatesNVLicensedStatesCd
Licensed StatesNHLicensedStatesCd
Licensed StatesNJLicensedStatesCd
Licensed StatesNMLicensedStatesCd
Licensed StatesNYLicensedStatesCd
Licensed StatesNCLicensedStatesCd
Licensed StatesNDLicensedStatesCd
Licensed StatesOHLicensedStatesCd
Licensed StatesOKLicensedStatesCd
Licensed StatesORLicensedStatesCd
Licensed StatesPALicensedStatesCd
Licensed StatesAZLicensedStatesCd
Licensed StatesRILicensedStatesCd
Licensed StatesSCLicensedStatesCd
Licensed StatesSDLicensedStatesCd
Licensed StatesTNLicensedStatesCd
Licensed StatesTXLicensedStatesCd
Licensed StatesUTLicensedStatesCd
Licensed StatesVTLicensedStatesCd
Licensed StatesVALicensedStatesCd
Licensed StatesARLicensedStatesCd
Licensed StatesWALicensedStatesCd
Licensed StatesWVLicensedStatesCd
Licensed StatesWILicensedStatesCd
Licensed StatesWYLicensedStatesCd

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1A Family AffairEvent1Nm
Gross Receipts Event1$805,743GrossReceiptsEvent1Amt
Charitable Contri Event1$784,243CharitableContriEvent1Amt
Gross Revenue Event1$21,500GrossRevenueEvent1Amt
Rent Facility Costs Event1$6,500RentFacilityCostsEvent1Amt
Other Direct Expenses Event1$94,379OtherDirectExpensesEvent1Amt
Event2Winship 5KEvent2Nm
Gross Receipts Event2$784,216GrossReceiptsEvent2Amt
Charitable Contri Event2$769,421CharitableContriEvent2Amt
Gross Revenue Event2$14,795GrossRevenueEvent2Amt
Rent Facility Costs Event2$0RentFacilityCostsEvent2Amt
Other Direct Expenses Event2$171,528OtherDirectExpensesEvent2Amt
Other Events Total5OtherEventsTotalCnt
Gross Receipts Other Events$1,021,860GrossReceiptsOtherEventsAmt
Charitable Contri Other Events$948,655CharitableContriOtherEventsAmt
Gross Revenue Other Events$73,205GrossRevenueOtherEventsAmt
Rent Fclty Costs Other Events$93,621RentFcltyCostsOtherEventsAmt
Oth Direct Expnss Other Events$256,722OthDirectExpnssOtherEventsAmt
Gross Receipts Total$2,611,819GrossReceiptsTotalAmt
Charitable Contributions Tot$2,502,319CharitableContributionsTotAmt
Gross Revenue Total Events$109,500GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events$100,121RentFcltyCostsTotalEventsAmt
Oth Direct Expnss Total Events$522,629OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$622,750DirectExpenseSummaryEventsAmt
Net Income Summary-$513,250NetIncomeSummaryAmt

Schedule H IRS990ScheduleH

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

Free Care Oth Percentage FreeCareOthPercentageGrp

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

Discounted Care Oth Percentage DiscountedCareOthPercentageGrp

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

Financial Assistance At Cost Typ FinancialAssistanceAtCostTyp

FieldValueIRS element (for citing)
Total Community Benefit Expns$74,021,204TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$74,021,204NetCommunityBenefitExpnsAmt
Total Expense0.0174TotalExpensePct

Unreimbursed Medicaid UnreimbursedMedicaidGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$180,323,571TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$142,067,209DirectOffsettingRevenueAmt
Net Community Benefit Expns$38,256,362NetCommunityBenefitExpnsAmt
Total Expense0.0090TotalExpensePct

Unreimbursed Costs UnreimbursedCostsGrp

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

Total Financial Assistance Typ TotalFinancialAssistanceTyp

FieldValueIRS element (for citing)
Activities Or Programs0ActivitiesOrProgramsCnt
Persons Served0PersonsServedCnt
Total Community Benefit Expns$254,344,775TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$142,067,209DirectOffsettingRevenueAmt
Net Community Benefit Expns$112,277,566NetCommunityBenefitExpnsAmt
Total Expense0.0264TotalExpensePct

Community Health Services CommunityHealthServicesGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$3,946,453TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$600DirectOffsettingRevenueAmt
Net Community Benefit Expns$3,945,853NetCommunityBenefitExpnsAmt
Total Expense0.0009TotalExpensePct

Health Professions Education HealthProfessionsEducationGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$485,379,591TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$69,938,905DirectOffsettingRevenueAmt
Net Community Benefit Expns$415,440,686NetCommunityBenefitExpnsAmt
Total Expense0.0978TotalExpensePct

Subsidized Health Services SubsidizedHealthServicesGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$274,227,002TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$142,067,209DirectOffsettingRevenueAmt
Net Community Benefit Expns$132,159,793NetCommunityBenefitExpnsAmt
Total Expense0.0311TotalExpensePct

Research ResearchGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$628,648,940TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$502,581,083DirectOffsettingRevenueAmt
Net Community Benefit Expns$126,067,857NetCommunityBenefitExpnsAmt
Total Expense0.0297TotalExpensePct

Cash And In Kind Contributions CashAndInKindContributionsGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$299,449TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$299,449NetCommunityBenefitExpnsAmt
Total Expense0.0001TotalExpensePct

Total Other Benefits TotalOtherBenefitsGrp

FieldValueIRS element (for citing)
Activities Or Programs0ActivitiesOrProgramsCnt
Persons Served0PersonsServedCnt
Total Community Benefit Expns$1,392,501,435TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$714,587,797DirectOffsettingRevenueAmt
Net Community Benefit Expns$677,913,638NetCommunityBenefitExpnsAmt
Total Expense0.1596TotalExpensePct

Total Community Benefits TotalCommunityBenefitsGrp

FieldValueIRS element (for citing)
Activities Or Programs0ActivitiesOrProgramsCnt
Persons Served0PersonsServedCnt
Total Community Benefit Expns$1,646,846,210TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$856,655,006DirectOffsettingRevenueAmt
Net Community Benefit Expns$790,191,204NetCommunityBenefitExpnsAmt
Total Expense0.1860TotalExpensePct

Physical Imprv And Housing PhysicalImprvAndHousingGrp

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

Economic Development EconomicDevelopmentGrp

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

Community Support CommunitySupportGrp

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

Environmental Improvements EnvironmentalImprovementsGrp

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

Leadership Development LeadershipDevelopmentGrp

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

Coalition Building CoalitionBuildingGrp

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

Health Improvement Advocacy HealthImprovementAdvocacyGrp

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

Workforce Development WorkforceDevelopmentGrp

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

Other Communtity Building Acty OtherCommuntityBuildingActyGrp

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

Total Communtity Building Acty TotalCommuntityBuildingActyGrp

FieldValueIRS element (for citing)
Activities Or Programs0ActivitiesOrProgramsCnt
Persons Served0PersonsServedCnt
Total Community Benefit Expns$0TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$0DirectOffsettingRevenueAmt
Net Community Benefit Expns$0NetCommunityBenefitExpnsAmt
Total Expense0.0TotalExpensePct
FieldValueIRS element (for citing)
Bad Debt Expense ReportedYes (true)BadDebtExpenseReportedInd
Bad Debt Expense$137,678,782BadDebtExpenseAmt
Bad Debt Expense Attributable$2,753,000BadDebtExpenseAttributableAmt
Reimbursed By Medicare$391,647,829ReimbursedByMedicareAmt
Cost Of Care Reimbursed By Medcr$418,672,288CostOfCareReimbursedByMedcrAmt
Medicare Surplus Or Shortfall-$27,024,459MedicareSurplusOrShortfallAmt

Costing Methodology Used CostingMethodologyUsedGrp

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

Hospital Facilities HospitalFacilitiesGrp (4 entries)

FacilityFacilityNumAddress Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdWebsite AddressWebsiteAddressTxtState LicenseStateLicenseNumLicensed HospitalLicensedHospitalIndGeneral Medical And SurgicalGeneralMedicalAndSurgicalIndTeaching HospitalTeachingHospitalIndResearch FacilityResearchFacilityIndEmergency Room24 HrsEmergencyRoom24HrsIndFacility Reporting GroupFacilityReportingGroupCd
EMORY UNIVERSITY HOSPITAL
11364 CLIFTON ROAD NEATLANTAGA30322EMORYHEALTHCARE.ORG044-699Yes (X)Yes (X)Yes (X)Yes (X)Yes (X)A
EMORY UNIVERSITY HOSPITAL MIDTOWN
2550 PEACHTREE STREET NEATLANTAGA30308WWW.EMORYHEALTHCARE.ORG060-453Yes (X)Yes (X)Yes (X)Yes (X)Yes (X)A
EMORY UNIVERSITY ORTHOPAEDICS & SPINE
31455 MONTREAL ROAD EASTTUCKERGA30084WWW.EMORYHEALTHCARE.ORG044-636Yes (X)Yes (X)Yes (X)Yes (X)A
EMORY UNIVERSITY HOSPITAL SMYRNA
43949 SOUTH COBB DRIVESMYRNAGA30080WWW.EMORYHEALTHCARE.ORG033-709Yes (X)Yes (X)A

Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp

Hospital Facility Name HospitalFacilityName

FieldValueIRS element (for citing)
Business Name Line1ABusinessNameLine1Txt
FieldValueIRS element (for citing)
First Licensed CY Or PYfalseFirstLicensedCYOrPYInd
Tax Exempt Hospital CY Or PYfalseTaxExemptHospitalCYOrPYInd
CHNA ConductedYes (true)CHNAConductedInd
Community DefinitionYes (X)CommunityDefinitionInd
Community DemographicsYes (X)CommunityDemographicsInd
Existing ResourcesYes (X)ExistingResourcesInd
How Data ObtainedYes (X)HowDataObtainedInd
Community Health NeedsYes (X)CommunityHealthNeedsInd
Other Health IssuesYes (X)OtherHealthIssuesInd
Community Hlth Needs Id ProcessYes (X)CommunityHlthNeedsIdProcessInd
Consulting ProcessYes (X)ConsultingProcessInd
Prior CHNA ImpactYes (X)PriorCHNAImpactInd
OtherYes (X)OtherInd
CHNA Conducted18CHNAConductedYr
Take Into Account Others InputYes (true)TakeIntoAccountOthersInputInd
CHNA Conducted With Other FcltsYes (true)CHNAConductedWithOtherFcltsInd
CHNA Conducted With Non FcltsYes (true)CHNAConductedWithNonFcltsInd
CHNA Report Widely AvailableYes (true)CHNAReportWidelyAvailableInd
Rpt Available On Own WebsiteYes (X)RptAvailableOnOwnWebsiteInd
Own Website URLemoryhealthcare.org/about/community-impact/index.htmlOwnWebsiteURLTxt
Paper Copy Public InspectionYes (X)PaperCopyPublicInspectionInd
Rpt Available Thru Other MethodYes (X)RptAvailableThruOtherMethodInd
Implementation Strategy AdoptYes (true)ImplementationStrategyAdoptInd
Implementation Strategy Adpt18ImplementationStrategyAdptYr
Strategy Posted WebsiteYes (true)StrategyPostedWebsiteInd
Strategy Website URLemoryhealthcare.org/about/community-impact/index.htmlStrategyWebsiteURLTxt
Organization Incur Excise TaxfalseOrganizationIncurExciseTaxInd
Elig Criteria ExplainedYes (true)EligCriteriaExplainedInd
FPG Family Incm Lmt Free DscntYes (X)FPGFamilyIncmLmtFreeDscntInd
Income Level CriteriaYes (X)IncomeLevelCriteriaInd
Medical Indigency CriteriaYes (X)MedicalIndigencyCriteriaInd
Insurance Status CriteriaYes (X)InsuranceStatusCriteriaInd
Underinsurance Stat CriteriaYes (X)UnderinsuranceStatCriteriaInd
Explained BasisYes (true)ExplainedBasisInd
App Financial Asst ExplnYes (true)AppFinancialAsstExplnInd
Described InfoYes (X)DescribedInfoInd
Described Suprt DocYes (X)DescribedSuprtDocInd
Provided Hospital ContactYes (X)ProvidedHospitalContactInd
Other MethodYes (X)OtherMethodInd
Includes Publicity MeasuresYes (true)IncludesPublicityMeasuresInd
FAP Available On WebsiteYes (X)FAPAvailableOnWebsiteInd
FAP Available On Website URLemoryhealthcare.org/patients-visitors/financial-assistance.htmlFAPAvailableOnWebsiteURLTxt
FAP App Available On WebsiteYes (X)FAPAppAvailableOnWebsiteInd
FAP App Available On Website URLemoryhealthcare.org/patients-visitors/financial-assistance.htmlFAPAppAvailableOnWebsiteURLTxt
FAP Summary On WebsiteYes (X)FAPSummaryOnWebsiteInd
FAP Summary On Website URLemoryhealthcare.org/patients-visitors/financial-assistance.htmlFAPSummaryOnWebsiteURLTxt
FAP Avlbl On Request No ChargeYes (X)FAPAvlblOnRequestNoChargeInd
FAP App Avlbl On Request No ChrgYes (X)FAPAppAvlblOnRequestNoChrgInd
FAP Sum Avlbl On Request No ChrgYes (X)FAPSumAvlblOnRequestNoChrgInd
Notified FAP Copy Bill DisplayYes (X)NotifiedFAPCopyBillDisplayInd
Communtity Notified FAPYes (X)CommuntityNotifiedFAPInd
FAP TranslatedYes (X)FAPTranslatedInd
Other PublicityYes (X)OtherPublicityInd
FAP Actions On NonpaymentYes (true)FAPActionsOnNonpaymentInd
Permit No ActionsYes (X)PermitNoActionsInd
Collection ActivitiesfalseCollectionActivitiesInd
Provided Written NoticeYes (X)ProvidedWrittenNoticeInd
Made Effort Orally NotifyYes (X)MadeEffortOrallyNotifyInd
Processed FAP ApplicationYes (X)ProcessedFAPApplicationInd
Made Presumptive Elig DetermYes (X)MadePresumptiveEligDetermInd
Nondis Emergency Care PolicyYes (true)NondisEmergencyCarePolicyInd
Look Back Medicaid Medcr PrvtYes (X)LookBackMedicaidMedcrPrvtInd
Amounts Generally BilledfalseAmountsGenerallyBilledInd
Gross ChargesfalseGrossChargesInd

Supplemental Information SupplementalInformationGrp (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule H, Part V, Section B, Line 3 Facility A, 1Facility A, 1 - Reporting Group A. COMMUNITY HEALTH NEEDS ASSESSMENT - INPUT FROM COMMUNITY: TO UNDERSTAND THE NEEDS OF THE COMMUNITY WE SERVE, A COMMUNITY HEALTH NEEDS ASSESSMENT WAS CONDUCTED USING QUANTITATIVE DATA (E.G., DEMOGRAPHICS DATA, MORTALITY RATES, MORBIDITY DATA, DISEASE PREVALENCE RATES, HEALTH CARE RESOURCE DATA, ETC.) AND INPUT FROM STAKEHOLDERS REPRESENTING THE BROAD INTEREST OF OUR COMMUNITY (E.G., INDIVIDUALS WITH SPECIAL KNOWLEDGE OF PUBLIC HEALTH, THE NEEDS OF THE UNDERSERVED, LOW-INCOME, AND MINORITY POPULATIONS, THE NEEDS OF POPULATIONS WITH CHRONIC DISEASES, ETC.). FOR MORE INFORMATION SEE APPENDIX B OF EACH COMMUNITY HEALTH NEEDS ASSESSMENT AT: emoryhealthcare.org/about/community-impact/index.html
Schedule H, Part V, Section B, Line 5 Facility A, 1Facility A, 1 - Reporting Group A. COMMUNITY STAKEHOLDER INTERVIEWS: A KEY COMPONENT IN THE COMMUNITY HEALTH NEEDS ASSESSMENT IS GATHERING INPUT FROM THE COMMUNITY STAKEHOLDERS. THESE STAKEHOLDERS INCLUDED A MIX OF INTERNAL AND EXTERNAL REPRESENTATIVES OF PASTORS, PUBLIC HEALTH OFFICIALS, HEALTH CARE PROVIDERS, SOCIAL SERVICE AGENCY REPRESENTATIVES, GOVERNMENT LEADERS, AND BOARD MEMBERS. DUE TO THEIR PROFESSION, TENURE, AND/OR COMMUNITY INVOLVEMENT, COMMUNITY STAKEHOLDERS OFFER DIVERSE PERSPECTIVES AND INFORMATION TO THE COMMUNITY HEALTH NEEDS ASSESSMENT. THEY ARE INDIVIDUALS AT THE FRONT LINE AND BEYOND THAT CAN BEST IDENTIFY UNMET SOCIAL AND HEALTH NEEDS OF THE COMMUNITY. INTERVIEWS WITH SEVENTEEN REPRESENTATIVES FROM ORGANIZATIONS AND ONE FOCUS GROUP WERE CONDUCTED BY THE WOODRUFF HEALTH SCIENCES CENTER STRATEGIC PLANNING OFFICE. FOR MORE INFORMATION SEE APPENDIX B OF EACH COMMUNITY HEALTH NEEDS ASSESSMENT AT: emoryhealthcare.org/about/community-impact/index.html
Schedule H, Part V, Section B, Line 6a Facility A, 1Facility A, 1 - Reporting Group A. COMMUNITY HEALTH NEEDS ASSESSMENT - HOSPITALS INCLUDED: THE COMMUNITY HEALTH NEEDS ASSESSMENT FOR HOSPITALS INCLUDED IN THE EMORY RETURN WERE CONDUCTED BY THE WOODRUFF HEALTH SCIENCES CENTER STRATEGIC PLANNING OFFICE. THE HOSPITALS' COMMUNITY HEALTH NEEDS ASSESSMENTS FOR ADDITIONAL OPERATING UNITS AND AFFILIATES OF EMORY HEALTHCARE INCLUDED: EMORY JOHNS CREEK HOSPITAL SAINT JOSEPH'S HOSPITAL OF ATLANTA Emory Decatur Hospital Emory Hillandale Hospital EMORY REHABILITATION HOSPITAL Emory Long-Term Acute Care
Schedule H, Part V, Section B, Line 6b Facility A, 1Facility A, 1 - Reporting Group A. The Community Health Needs Assessment - organizations other than hospital facilities: THE COMMUNITY HEALTH NEEDS ASSESSMENT FOR HOSPITALS INCLUDED IN THE EMORY RETURN WERE CONDUCTED BY THE WOODRUFF HEALTH SCIENCES CENTER STRATEGIC PLANNING OFFICE and included all of Emory Healthcare which consists of physician groups as well as the hospital facilities.
Schedule H, Part V, Section B, Line 7 Facility A, 1Facility A, 1 - Reporting Group A. COMMUNITY HEALTH NEEDS ASSESSMENT - AVAILABLE TO PUBLIC: THE COMMUNITY HEALTH NEEDS ASSESSMENT WAS MADE WIDELY AVAILABLE TO THE COMMUNITY AND SHARED WITH ORGANIZATIONS INCLUDING GEORGIA DEPARTMENT OF COMMUNITY HEALTH, GEORGIA DEPARTMENT OF PUBLIC HEALTH, ROLLINS SCHOOL OF PUBLIC HEALTH, AMERICAN CANCER SOCIETY, UNITED WAY OF GREATER ATLANTA, SAINT JOSEPH'S MERCY CARE SERVICES, VISITING NURSE HEALTH SYSTEMS, VISTACARE HOSPICE, GWINNETT SEXUAL ASSAULT CENTER & CHILDREN'S ADVOCACY CENTER, GOOD SHEPHERD CLINIC, THE DRAKE HOUSE, DEKALB COMMUNITY SERVICE BOARD, CITY OF JOHN'S CREEK POLICE DEPARTMENT, CLAYTON COUNTY BOARD OF HEALTH, AREA AGENCY ON AGING WITH ATLANTA REGIONAL COMMISSION, AND ADDITIONAL GROUPS.
Schedule H, Part V, Section B, Line 11 Facility A, 1Facility A, 1 - Reporting Group A. DURING FISCAL YEAR 2019, EMORY HEALTHCARE CONDUCTED COMMUNITY HEALTH NEEDS ASSESSMENTS (CHNAS) TO ASSESS THE NEEDS OF THE COMMUNITIES SERVED BY OUR HOSPITALS. USING THE REPORTS, EACH HOSPITAL IDENTIFIED PRIORITY HEALTH NEEDS FOR ITS COMMUNITY AND DEVELOPED STRATEGIES TO ADDRESS ACTIONABLE WAYS IN WHICH WE PLAN TO AID THOSE WITHIN OUR COMMUNITY. THROUGH THESE STRATEGIES, IT WAS AND CONTINUES TO BE OUR GOAL TO IMPROVE THE HEALTH AND WELL-BEING OF OUR COMMUNITY MEMBERS, WHILE CONTINUALLY DELIVERING OPTIMAL CARE TO OUR PATIENTS. SINCE FISCAL YEAR 2019, EMORY HEALTHCARE HAS SOUGHT TO ADDRESS ALL THE NEEDS IDENTIFIED IN THE FISCAL YEAR 2019 CHNAS THROUGH A VARIETY OF ACTIONS. THE FISCAL YEAR 2019 CHNAS INCLUDE AN ASSESSMENT OF PROGRESS MADE ON THE 2016 IMPLEMENTATION STRATEGY PLANS DEVELOPED BY EACH HOSPITAL. SEE FURTHER DETAILS AT: emoryhealthcare.org/about/community-impact/index.html
Schedule H, Part V, Section B, Line 13 Facility A, 1Facility A, 1 - Reporting Group A. FINANCIAL ASSISTANCE POLICY AND FINANCIAL ASSISTANCE APPLICATIONS ARE DISCUSSED WITH PATIENTS DURING THE FINANCIAL SCREENING PROCESS. ALL PATIENTS ARE SCREENED. AS PART OF THE SCREENING PROCESS, A FINANCIAL ASSISTANCE APPLICATION IS COMPLETED ON BEHALF OF THE PATIENT AND ELIGIBLE PATIENTS ARE NOTIFIED OF THEIR STATUS OF FINANCIAL ASSISTANCE AS EACH APPLICATION IS PROCESSED. WE ALSO UTILIZE A MEDICAID ELIGIBILITY VENDOR TO ASSIST PATIENTS IN APPLYING FOR MEDICAID OR OTHER GOVERNMENT PROGRAMS. FINANCIAL ASSISTANCE POLICY PLAIN LANGUAGE SUMMARY FINANCIAL ASSISTANCE APPLICATION ARE LOCATED AT: emoryhealthcare.org/patients-visitors/financial-assistance.html
Schedule H, Part V, Section B, Line 15 Facility A, 1Facility A, 1 - Reporting Group A. Same as line 13B above
Schedule H, Part V, Section B, Line 16 Facility A, 1Facility A, 1 - Reporting Group A. Emory Healthcare makes this Financial Assistance Policy, the Financial Assistance Policy Application form and a plain language summary of this Financial Assistance Policy widely available on its website at: emoryhealthcare.org/patients-visitors/financialassistance.html in both English and Spanish. In addition, Emory Healthcare makes paper copies of this Financial Assistance Policy, the Financial Assistance Application, the Amounts Generally Billed ("AGB") document and a plain language summary of this Financial Assistance Policy available, upon request and without charge, in Admissions and Registration areas, in the Emergency Room and, during normal business hours, at all its hospital locations as well as The Emory Clinic Patient Access Department and Emory Specialty Associates Patient Access Department
FieldValueIRS element (for citing)
Facility3FacilityNum

Oth Hlth Care Fclts Not Hospital OthHlthCareFcltsNotHospitalGrp

Oth Hlth Care Fclts OthHlthCareFcltsGrp (3 entries)

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

Supplemental Information Detail SupplementalInformationDetail (20 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule H, Part I, Line 6a COMMUNITY BENEFIT REPORTEMORY UNIVERSITY/WOODRUFF HEALTH SCIENCES CENTER COMMUNITY BENEFIT REPORT CAN BE FOUND ON THE WEB AT: http://whsc.emory.edu/publications/community-benefits-2019/index.html
Schedule H, Part V FACILITY INFORMATIONEMORY UNIVERSITY HOSPITAL, EMORY ORTHOPAEDICS & SPINE HOSPITAL, EMORY UNIVERSITY HOSPITAL MIDTOWN AND EMORY UNIVERSITY HOSPITAL SMYRNA ARE DIRECTLY CONTROLLED OPERATING DIVISIONS OF EMORY UNIVERSITY.
Schedule H, Part I, Line 7 Financial Assistance and Certain Other Community Benefits at CostEMORY UNIVERSITY INCLUDES ONE OF THE NATION'S LEADING ACADEMIC COMPLEXES FOR TEACHING, RESEARCH, AND PATIENT CARE - THE ROBERT W. WOODRUFF HEALTH SCIENCES CENTER (WHSC). THE WHSC INCLUDES EMORY UNIVERSITY SCHOOL OF MEDICINE, NELL HODGSON WOODRUFF SCHOOL OF NURSING, ROLLINS SCHOOL OF PUBLIC HEALTH, WINSHIP CANCER INSTITUTE, YERKES NATIONAL PRIMATE RESEARCH CENTER, AND EMORY HEALTHCARE, WHICH IS THE WHSC'S SYSTEM OF HEALTH CARE OPERATIONS. EMORY HEALTHCARE INCLUDES PHYSICIAN GROUPS AS WELL AS THE FOLLOWING HOSPITALS: (1) Seven GENERAL AND ACUTE CARE HOSPITALS: EMORY UNIVERSITY HOSPITAL, EMORY UNIVERSITY ORTHOPAEDICS & SPINE HOSPITAL, EMORY UNIVERSITY HOSPITAL MIDTOWN, EMORY UNIVERSITY HOSPITAL SMYRNA, Emory Decatur Hospital, Emory Hillandale Hospital, and Emory Long-Term Acute Care Hospital; and (2) TWO JOINT VENTURES: EMORY-SAINT JOSEPH'S, INC. (WHICH INCLUDES EMORY JOHNS CREEK HOSPITAL, AND SAINT JOSEPH'S HOSPITAL OF ATLANTA, INC.) AND EMORY REHABILITATION HOSPITAL. ALTHOUGH PART OF THE EMORY HEALTHCARE SYSTEM, THE VARIOUS HOSPITALS ARE OPERATING DIVISIONS OF DIFFERENT EMORY ENTITIES. EMORY UNIVERSITY HOSPITAL, EMORY UNIVERSITY ORTHOPAEDICS & SPINE HOSPITAL, EMORY UNIVERSITY HOSPITAL MIDTOWN AND EMORY UNIVERSITY HOSPITAL SMYRNA ARE OPERATING DIVISIONS OF EMORY UNIVERSITY. EMORY JOHNS CREEK HOSPITAL AND SAINT JOSEPH'S HOSPITAL OF ATLANTA, INC. ARE PART OF A JOINT VENTURE WITH SAINT JOSEPH'S HEALTH SYSTEM INC. EMORY REHABILITATION HOSPITAL IS PART OF A JOINT VENTURE WITH SELECT MEDICAL CORPORATION. IN ADDITION, EMORY HAS CLOSE WORKING RELATIONSHIPS WITH OTHER HOSPITALS, INCLUDING GRADY MEMORIAL HOSPITAL ("GRADY"), CHILDREN'S HEALTHCARE OF ATLANTA, INC. AND THE ATLANTA VETERANS AFFAIRS MEDICAL CENTER ("ATLANTA VA"). EMORY UNIVERSITY SCHOOL OF MEDICINE IS A MAJOR SUPPLIER OF THE PHYSICIANS (BOTH MEDICAL FACULTY AND PHYSICIAN RESIDENTS IN TRAINING) AT GRADY, PROVIDING 80% OF PHYSICIAN CARE AT THIS FACILITY, WHICH IS ONE OF THE LARGEST PUBLIC HOSPITALS IN THE SOUTHEAST. EMORY UNIVERSITY HOSPITAL, EMORY ORTHOPAEDICS & SPINE HOSPITAL, EMORY UNIVERSITY HOSPITAL MIDTOWN, AS WELL AS GRADY, THE ATLANTA VA, AND CHILDREN'S HEALTHCARE OF ATLANTA, INC. SERVE AS TEACHING FACILITIES FOR THE EMORY UNIVERSITY SCHOOL OF MEDICINE (PROVIDING VENUES FOR RESIDENCY TRAINING) AND EMORY'S NELL HODGSON WOODRUFF SCHOOL OF NURSING (PROVIDING DEDICATED EDUCATION UNITS FOR NURSING STUDENTS). EMORY UNIVERSITY HOSPITAL AND EMORY UNIVERSITY HOSPITAL MIDTOWN ALSO ARE ACTIVE SITES WITHIN THE CLINICAL INTERACTION NETWORK OF THE NIH-SPONSORED ATLANTA CLINICAL & TRANSLATIONAL SCIENCE INSTITUTE (ACTSI), WHICH SEEKS TO MAKE CLINICAL TRIALS FOR NEW TREATMENTS MORE EFFICIENT AND MORE AVAILABLE THROUGHOUT THE COMMUNITY. EMORY IS THE LEAD PARTNER IN ACTSI, WHICH ALSO INVOLVES MOREHOUSE SCHOOL OF MEDICINE AND THE GEORGIA INSTITUTE OF TECHNOLOGY. THROUGH THE EMORY MEDICAL CARE FOUNDATION, INC. (EMCF), WHICH IS CONTROLLED BY EMORY UNIVERSITY, EMORY PHYSICIANS PROVIDED $34.1 MILLION IN UNCOMPENSATED PATIENT CARE TO GRADY IN FY 2019. IN ADDITION, EMCF INVESTS ANY REIMBURSEMENTS THAT EMORY FACULTY DO RECEIVE FOR SERVICES RENDERED AT GRADY TO UPGRADE EQUIPMENT AND SUPPORT VITAL SERVICES PROVIDED BY EMORY PHYSICIANS WORKING AT GRADY. EMCF INVESTED $59.7 MILLION FOR THIS PURPOSE IN FY 2019. EMORY ALSO PROVIDES 80% OF PHYSICIAN CARE AT CHILDREN'S AT HUGHES SPALDING, A PEDIATRIC HOSPITAL ON GRADY'S CAMPUS OPERATED BY CHILDREN'S HEALTHCARE OF ATLANTA, INC. THE TOTAL CHARITY CARE AND COMMUNITY BENEFIT ATTRIBUTED TO THE ORGANIZATION IS LOCATED ON PART I, LINE 7 OF SCHEDULE H. FOR A MORE COMPREHENSIVE OVERVIEW OF THE TOTAL CHARITY CARE AND COMMUNITY BENEFIT PROVIDED BY EMORY HEALTHCARE, PLEASE VIEW THE EMORY UNIVERSITY/WOODRUFF HEALTH SCIENCES CENTER COMMUNITY BENEFIT REPORT AT: HTTP://WHSC.EMORY.EDU/PUBLICATIONS/COMMUNITY-BENEFITS-2019/INDEX.HTML FOR MORE SPECIFICS AND A BREAKDOWN OF CHARITY CARE BY INDIVIDUAL FACILITY AND FOR A CHART AGGREGATING A VARIETY OF COMMUNITY BENEFITS IN DOLLAR FIGURES SEE: HTTP://WHSC.EMORY.EDU/PUBLICATIONS/COMMUNITY-BENEFITS-2019/CC-OVERVIEW.HTM L IN COMPARISON WITH OTHER HOSPITALS IN METRO ATLANTA AND THE SURROUNDING COMMUNITY, EMORY HEALTHCARE HOSPITALS ARE REFERRED A DISPROPORTIONATE NUMBER OF PATIENTS WITH EXTREMELY COMPLEX AND CHALLENGING CONDITIONS. OTHER AREA HOSPITALS ROUTINELY REFER PATIENTS TO EMORY FOR WHOM THEY HAVE NO OTHER TREATMENT RECOURSE. THESE SICKEST-OF-THE-SICK PATIENTS ARE NOT ONLY THE MOST CLINICALLY CHALLENGING BUT ALSO THE MOST COSTLY PATIENTS TO TREAT. AT EMORY, SUCH PATIENTS FIND CLINICIANS DETERMINED TO PROVIDE THE BEST, MOST COMPASSIONATE CARE POSSIBLE REGARDLESS OF THESE PATIENTS' ABILITY TO PAY. EMORY UNIVERSITY HOSPITAL, IN PARTICULAR, IS NOTED AS A DESTINATION FOR PATIENTS IN THIS HIGH-ACUITY CATEGORY. THIS HOSPITAL CONTINUES TO Have a CASE-MIX INDEX higher than other academic medical centers. EMORY UNIVERSITY HOSPITAL ALSO PROVIDES SERVICES AND PROCEDURES AVAILABLE NOWHERE ELSE IN THE STATE, INCLUDING HIGH COMPLEX TRANSPLANT PROCEDURES, AMONG OTHERS. EMORY UNIVERSITY HOSPITAL HELPS PIONEER, TEST, AND DEVELOP NEW PROCEDURES THAT EVENTUALLY MAKE THEIR WAY INTO THE BROADER COMMUNITY OF HEALTH CARE PROVIDERS. IN ADDITION, IN PARTNERSHIP WITH THE CENTERS FOR DISEASE CONTROL AND PREVENTION, EMORY UNIVERSITY HOSPITAL HAS A SPECIAL ISOLATION UNIT FOR THE CARE OF PATIENTS WITH SERIOUS COMMUNICABLE DISEASES - SUCH AS CDC EMPLOYEES WHO HAVE CONFIRMED, PROBABLE, OR SUSPECTED INFECTION WITH OR EXPOSURE TO PATHOGENS SUCH AS EBOLA, SMALLPOX, PNEUMONIC PLAGUE, OR SARS THAT ARE ASSOCIATED WITH HIGH INFECTIVITY RATES. EMORY UNIVERSITY HOSPITAL MIDTOWN (EUHM), WHICH INCLUDES A LEVEL III NEONATAL INTENSIVE CARE UNIT AMONG ITS OTHER ICUS, ALSO HAS A CASE-MIX INDEX THAT IS CONSIDERABLY HIGHER THAN THAT OF MOST COMMUNITY HOSPITALS. IN PARTNERSHIP WITH THE ATLANTA POLICE DEPARTMENT, EMORY UNIVERSITY HOSPITAL MIDTOWN HAS A MINI ATLANTA POLICE STATION PRECINCT ON ITS SITE, WHICH HOUSES NUMEROUS SWORN POLICE EMPLOYEES WITH RESPONSIBILITY FOR PATROLLING MIDTOWN AND DOWNTOWN ATLANTA. EUHM SPONSORS PERIODIC WORKDAYS DURING WHICH EMPLOYEES DO CLEAN-UP ACTIVITIES IN THE NEIGHBORHOOD AROUND EUHM. EUHM ALSO COLLABORATES WITH STATE AGENCIES IN GEORGIA AND THE ROSWELL EMPLOYMENT AGENCY BRIGGS & ASSOCIATES ON PROJECT SEARCH TO TARGET HIGH SCHOOL SENIORS WITH DEVELOPMENTAL DISABILITIES FOR ONE-ON-ONE JOB TRAINING AND COACHING. THESE YOUNG PEOPLE BECOME REGULAR EMPLOYEES, EARNING REGULAR WAGES. EMORY UNIVERSITY ORTHOPAEDICS & SPINE HOSPITAL (EUOSH), AN EXTENSION OF EUH'S ACUTE CARE SERVICES, IS A 120-BED FACILITY THAT PROVIDES MEDICAL AND SURGICAL CARE FOR ORTHOPAEDIC AND SPINE PATIENTS AS WELL AS GENERAL ACUTE CARE FOR PATIENTS WITH NONSURGICAL NEEDS. AS A NOT-FOR-PROFIT ACADEMIC MEDICAL CENTER, EUH AND EUOSH ARE COMMITTED TO PROVIDING THE BEST CARE FOR OUR PATIENTS, EDUCATING HEALTH PROFESSIONALS AND LEADERS FOR THE FUTURE, PURSUING DISCOVERY RESEARCH, AND SERVING OUR COMMUNITY. EMORY UNIVERSITY HOSPITAL SMYRNA (EUHS) HAS PROUDLY SERVED THE HEALTH CARE NEEDS OF OUR NEIGHBORS SINCE 1974. EUHS IS AN 88-BED COMMUNITY HOSPITAL THAT IS LOCATED IN SMYRNA (COBB COUNTY) GEORGIA. ORIGINALLY FOUNDED AS SMYRNA HOSPITAL BY A GROUP OF PHYSICIANS IN 1974, ADVENTIST HEALTH SYSTEM ACQUIRED THE HOSPITAL IN 1976, MAKING IT THE FIRST HEALTHCARE INSTITUTION IN THE ATLANTA AREA AFFILIATED WITH THE SEVENTH-DAY ADVENTIST CHURCH. IN 1995, ADVENTIST HEALTH SYSTEM ENTERED INTO A JOINT VENTURE WITH EMORY HEALTHCARE, THUS CREATING THE FIRST HOSPITAL CO-OWNED BY TWO LEADING HEALTHCARE PROVIDERS. THE FACILITY WAS RENAMED EMORY-ADVENTIST HOSPITAL. IN 2015, EMORY UNIVERSITY ACQUIRED EMORY-ADVENTIST HOSPITAL AND RENAMED IT EMORY UNIVERSITY HOSPITAL SMYRNA. THE FACILITY IS ANTICIPATED TO UNDERGO SIGNIFICANT RENOVATION IN THE UPCOMING YEARS TO BETTER MEET THE NEEDS OF ITS COMMUNITY.
Schedule H, Part I, Line 3 Lines 3a & 3bPlease see the Financial Assistance Policy and plain language summary at emoryhealthcare.org/patients-visitors/financial-assistance.html
Schedule H, Part I, Line 7g Subsidized Health ServicesEmory University has included $125,677,934 attributable to purchased services from the Emory Clinic, Inc. as part of the reported subsidized health services total on Part I, Line 7g
Schedule H, Part I, Line 7 Bad Debt Expense excluded from financial assistance calculation137678782
Schedule H, Part III, Line 2 Bad debt expense - methodology used to estimate amountSee Emory's audited financial statement footnote #7 for a detailed discussion.
Schedule H, Part III, Line 3 Bad Debt Expense MethodologyEmory uses a percentage of total bad debts to determine the estimated amount of charity care portion based on historical numbers.
Schedule H, Part III, Line 4 Bad debt expense - financial statement footnoteEMORY UNIVERSITY'S AUDITED FINANCIAL STATEMENT FOOTNOTE #7 NET PATIENT SERVICE REVENUE INCLUDES DISCUSSION ON PROVISIONS FOR UNCOLLECTIBLE ACCOUNTS FOR EMORY HEALTHCARE. EMORY UNIVERSITY'S AUDITED FINANCIAL STATEMENT FOOTNOTE #1 ORGANIZATION DESCRIBES WHAT IS INCLUDED IN EMORY HEALTHCARE FOR FINANCIAL REPORTING PURPOSES.
Schedule H, Part III, Line 8 Community benefit & methodology for determining medicare costsSHORTFALL IS NOT REPORTED IN LINE 7 COMMUNITY BENEFIT. TO DETERMINE MEDICARE ALLOWABLE COSTS REPORTED IN THE MEDICARE COST REPORT, THE COST-TO-CHARGE RATIO IS APPLIED TO GROSS PATIENT REVENUE ASSOCIATED WITH SERVICES PERFORMED FOR PATIENTS WHO ARE ELIGIBLE FOR MEDICARE.
Schedule H, Part III, Line 9b Collection practices for patients eligible for financial assistanceCREDIT/COLLECTION POLICY REQUIRES ALL ACCOUNTS TO BE REVIEWED FOR POSSIBLE CHARITY WRITE-OFF. COLLECTION PRACTICES ARE NOT UNDERTAKEN WITH RESPECT TO CHARGES RELATED TO SERVICES COVERED BY THE ORGANIZATION'S FINANCIAL ASSISTANCE POLICY.
Schedule H, Part V, Section B, Line 16a FAP websiteA - EMORY UNIVERSITY HOSPITAL: Line 16a URL: emoryhealthcare.org/patients-visitors/financial-assistance.html;
Schedule H, Part V, Section B, Line 16b FAP Application websiteA - EMORY UNIVERSITY HOSPITAL: Line 16b URL: emoryhealthcare.org/patients-visitors/financial-assistance.html;
Schedule H, Part V, Section B, Line 16c FAP plain language summary websiteA - EMORY UNIVERSITY HOSPITAL: Line 16c URL: emoryhealthcare.org/patients-visitors/financial-assistance.html;
Schedule H, Part VI, Line 2 Needs assessmentEMORY HEALTHCARE CURRENTLY CONDUCTS AN EXTENSIVE ANNUAL ENVIRONMENTAL ASSESSMENT, WHICH ENCOMPASSES EACH ENTITY WITHIN THE ORGANIZATION. THIS ASSESSMENT IS UTILIZED TO PLAN THE STRATEGIC DIRECTION FOR THE FOLLOWING FISCAL YEAR. THE ENVIRONMENTAL ASSESSMENT INCLUDES A DETAILED REVIEW OF PATIENT ORIGIN AND PATIENT CHARACTERISTICS, INCLUDING AGE, ETHNICITY, AND PAYER. THE POPULATION DEMOGRAPHICS FOR THE PRIMARY AND SECONDARY SERVICE AREAS ARE ANALYZED. THE ASSESSMENT ALSO INCLUDES A REVIEW OF SERVICES CURRENTLY UTILIZED BY PATIENTS ALONG WITH A FORECAST OF FUTURE SERVICE LINE NEEDS. IN ADDITION TO THIS ASSESSMENT, A DETAILED MEDICAL STAFF DEVELOPMENT ASSESSMENT IS CONDUCTED ANNUALLY TO DETERMINE SPECIALTY NEEDS.
Schedule H, Part VI, Line 3 Patient education of eligibility for assistanceFINANCIAL ASSISTANCE POLICY AND FINANCIAL ASSISTANCE APPLICATIONS ARE DISCUSSED WITH PATIENTS DURING THE FINANCIAL SCREENING PROCESS. ALL PATIENTS ARE SCREENED. AS PART OF THE SCREENING PROCESS, A FINANCIAL ASSISTANCE APPLICATION IS COMPLETED ON BEHALF OF THE PATIENT AND ELIGIBLE PATIENTS ARE NOTIFIED OF THEIR STATUS OF FINANCIAL ASSISTANCE AS EACH APPLICATION IS PROCESSED. WE ALSO UTILIZE A MEDICAID ELIGIBILITY VENDOR TO ASSIST PATIENTS IN APPLYING FOR MEDICAID OR OTHER GOVERNMENT PROGRAMS. FINANCIAL ASSISTANCE POLICY PLAIN LANGUAGE SUMMARY FINANCIAL ASSISTANCE APPLICATION ARE LOCATED AT: EMORYHEALTHCARE.ORG/PATIENTS-VISITORS/FINANCIAL-ASSISTANCE.HTML
Schedule H, Part VI, Line 4 Community informationAS A TERTIARY CARE FACILITY, EMORY UNIVERSITY HOSPITAL (EUH) DRAWS PATIENTS FROM THROUGHOUT THE STATE OF GEORGIA AND THE SOUTHEAST. FOR THE PURPOSE OF EUH'S COMMUNITY HEALTH NEEDS ASSESSMENT, EUH'S COMMUNITY IS DEFINED AS THE AREA FROM WHICH OVER 55% OF EUH'S INPATIENT ADMISSIONS ORIGINATE. EUH'S COMMUNITY OR PRIMARY SERVICE AREA INCLUDES DEKALB, FULTON, GWINNETT, COBB, HENRY AND CLAYTON COUNTIES IN GEORGIA. AS A TERTIARY CARE FACILITY, EMORY UNIVERSITY HOSPITAL MIDTOWN (EUHM) DRAWS PATIENTS FROM THROUGHOUT THE STATE OF GEORGIA AND THE SOUTHEAST. FOR THE PURPOSE OF EUHM'S COMMUNITY HEALTH NEEDS ASSESSMENT, EUHM'S COMMUNITY IS DEFINED AS THE AREA FROM WHICH OVER 75% OF EUHM'S INPATIENT ADMISSIONS ORIGINATE. EUHM'S COMMUNITY OR PRIMARY SERVICE AREA INCLUDES DEKALB, FULTON, GWINNETT, COBB, HENRY AND CLAYTON COUNTIES IN GEORGIA. AS A TERTIARY CARE FACILITY, EMORY ORTHOPAEDICS & SPINE HOSPITAL (EUOSH) SERVES PATIENTS FROM THROUGHOUT THE STATE OF GEORGIA AND THE SOUTHEAST. FOR THE PURPOSE OF EUOSH'S COMMUNITY HEALTH NEEDS ASSESSMENT, EUOSH'S COMMUNITY IS DEFINED AS THE CONTIGUOUS AREA FROM WHICH OVER 55% OF EUOSH'S INPATIENT ADMISSIONS ORIGINATE. EUOSH'S COMMUNITY OR PRIMARY SERVICE AREA INCLUDES DEKALB, FULTON, GWINNETT, COBB, HENRY, AND CLAYTON COUNTIES. THE EMORY UNIVERSITY HOSPITAL SMYRNA (EUHS) COMMUNITY IS DEFINED AS THE CONTIGUOUS AREA FROM WHICH OVER 75% OF EUHS'S INPATIENT ADMISSIONS ORIGINATE. EUHS'S COMMUNITY OR PRIMARY SERVICE AREA IS COBB COUNTY IN GEORGIA.
Schedule H, Part VI, Line 5 Promotion of community healthFOR MORE INFORMATION PLEASE SEE "COMMUNITY" AS FOUND AT: emoryhealthcare.org/about/community-impact/index.html
Schedule H, Part VI, Line 6 Affiliated health care systemEMORY HEALTHCARE IS THE CLINICAL ENTERPRISE OF THE ROBERT W. WOODRUFF HEALTH SCIENCES CENTER OF EMORY UNIVERSITY, WHICH FOCUSES ON PATIENT CARE, EDUCATION OF HEALTH PROFESSIONALS, RESEARCH ADDRESSING HEALTH AND ILLNESS, AND HEALTH POLICIES FOR PREVENTION AND TREATMENT OF DISEASE. A KEY COMPONENT OF THE WOODRUFF HEALTH SCIENCES CENTER IS THE EMORY UNIVERSITY SCHOOL OF MEDICINE, WHICH HAS BEEN AT THE FOREFRONT OF MEDICAL KNOWLEDGE AND RESEARCH, PIONEERING MANY ADVANCES AND PROCEDURES THAT HAVE CHANGED THE FACE OF MEDICAL HISTORY.
Schedule H, Part VI, Line 7 State filing of community benefit reportGA

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (260 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxtNon Cash AssistanceNonCashAssistanceAmtValuation Method UsedValuationMethodUsedDescNon Cash AssistanceNonCashAssistanceDesc
ADVANCED CLINICAL LLC
8053 SOLUTIONS CENTERCHICAGOIL60677300215509LLC$768,651RESEARCH/SUBCONTRACT
AFFINITY HEALTH CENTER
455 LAKESHORE PKYROCK HILLSC29730571092940501(c)(3)$56,250RESEARCH/SUBCONTRACT
AIDS Leadership Foothills-area Alliance
FAIRGROVE CHCH RDHICKORYNC28602581842529501(c)(3)$27,500RESEARCH/SUBCONTRACT
ALBERT EINSTEIN COLLEGE OF MEDICINE
1300 MORRIS PARK AVEBRONXNY10461131624225501(c)(3)$75,316RESEARCH/SUBCONTRACT
AMERICAN ACADEMY OF NURSING
1000 VERMONT AVE NWWASHINGTONDC20005522213870501(c)(3)$15,000DONATION
AMERICAN ASSOC OF KIDNEY PATIENTS
14440 BRUCE DOWNS BLVDTAMPAFL33613112306416501(c)(3)$13,515RESEARCH/SUBCONTRACT
AMERICAN LIVER FOUNDATION
127 WASHINGTON AVENORTH HAVENCT06473362883000501(c)(3)$12,000DONATION
ANDREWS RESEARCH AND EDUCATION FDN
1020 GULF BREEZE PKYGULF BREEZEFL32561465182138501(c)(3)$147,121RESEARCH/SUBCONTRACT
ANN & ROBERT H LURIE CHILDREN'S HOSPITAL
225 E CHICAGO AVECHICAGOIL60611362170833501(c)(3)$6,750RESEARCH/SUBCONTRACT
APEX HEALTH INNOVATIONS
3158 EVELYN AVESIMI VALLEYCA93063460784811smllc$60,000RESEARCH/SUBCONTRACT
ARIZONA STATE UNIVERSITY
P O BOX 870502TEMPEAZ85287860196696GOVT$232,255RESEARCH/SUBCONTRACT
ATLANTA BUSINESS CHRONICLE
ATCOMM PUBLATLANTAGA30384431366184C Corp$8,250DONATION
ATLANTA JEWISH FILM SOCIETY
1800 PEACHTREE ST NWATLANTAGA30309471260411501(c)(3)$14,417DONATION
ATLANTA METROPOLITAN STATE COLLEGE
1630 METROPOLITAN PKY SWATLANTAGA30310581190222Gov't$67,040RESEARCH/SUBCONTRACT
ATLANTA RESEARCH & EDU FOUNDATION INC
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AUGUSTA UNIVERSITY
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AUGUSTA UNIVERSITY RESEARCH INSTITUTE
1120 15TH STAUGUSTAGA30912581418202501(c)(3)$18,542RESEARCH/SUBCONTRACT
BAYLOR COLLEGE OF MEDICINE
ONE BAYLOR PLAZAHOUSTONTX77030741613878501(c)(3)$629,145RESEARCH/SUBCONTRACT
BAYLOR RESEARCH INSTITUTE
2001 Bryan STDALLASTX75207751921898501(c)(3)$108,750RESEARCH/SUBCONTRACT
BE THE MATCH FOUNDATION
500 NORTH 5TH STMINNEAPOLISMN55401411704734501(c)(3)$10,000DONATION
BETH ISRAEL DEACONESS MEDICAL CENTER
330 BROOKLINE AVEBOSTONMA02215042103881501(c)(3)$207,872RESEARCH/SUBCONTRACT
BIOANALYTICAL SYSTEMS INC
2701 KENT AVEW LAFAYETTEIN47906351345024C Corp$596,378RESEARCH/SUBCONTRACT
BLOOD SYSTEMS INC
P O BOX 53022PHOENIXAZ85072860098929501(c)(3)$9,531RESEARCH/SUBCONTRACT
BLOODWORKS NORTHWEST
921 Terry AVESEATTLEWA98104911019655501(c)(3)$805,373RESEARCH/SUBCONTRACT
BOARD OF REGENTS NSHE
BOARD OF REGENTS - UNRRENONV89557886000024GOVT$200,088RESEARCH/SUBCONTRACT
BOCA RATON REGIONAL HOSPITAL INC
800 MEADOWS RDBOCA RATONFL33486591006663501(c)(3)$250,000RESEARCH/SUBCONTRACT
BOISE STATE UNIVERSITY
1910 UNIVERSITY DRIVEBOISEID83725820290701115$31,660RESEARCH/SUBCONTRACT
BOSTON CHILDREN'S HOSPITAL
300 LONGWOOD AVEBOSTONMA02241042774441501(c)(3)$692,805RESEARCH/SUBCONTRACT
BOSTON UNIVERSITY
25 BUICK STNEW YORKNY10087042103547501(c)(3)$28,637RESEARCH/SUBCONTRACT
BRIGHAM AND WOMEN'S HOSPITAL
800 BOYLSTON STBOSTONMA02241042312909501(c)(3)$116,911RESEARCH/SUBCONTRACT
BROWARD HOUSE INC
1726 SE 3RD AVEFORT LAUDERDALEFL33316592913416501(c)(3)$25,000RESEARCH/SUBCONTRACT
BROWN UNIVERSITY
BOX 1997PROVIDENCERI02912050258809501(c)(3)$199,341RESEARCH/SUBCONTRACT
CALIFORNIA INSTITUTE OF TECHNOLOGY
1200 E CALIFORNIA BLVDPASADENACA91125951643307501(c)(3)$181,237RESEARCH/SUBCONTRACT
CASE
1307 NEW YORK AVEWASHINGTONDC20042521012307501(c)(3)$7,425DONATION
CASE WESTERN RESERVE UNIVERSITY
10900 EUCLID AVECLEVELANDOH441067037341018992501(c)(3)$303,520RESEARCH/SUBCONTRACT
CDC FOUNDATION
55 PARK PLACEATLANTAGA30308582106707501(c)(3)$1,671,156RESEARCH/SUBCONTRACT
CEDARS-SINAI MEDICAL CENTER
6500 WILSHIRE BLVDLOS ANGELESCA90048951644600501(c)(3)$228,170RESEARCH/SUBCONTRACT
CENTER FOR VETERANS RESEARCH AND EDUCATION
ONE VETERANS DRIVEMINNEAPOLISMN55417411652941501(c)(3)$5,616RESEARCH/SUBCONTRACT
CENTERS FOR DISEASE CONTROL & PREVENTION
UNIV OFFICE PARKATLANTAGA30333586051157GOVT$3,044,802RESEARCH/SUBCONTRACT
CENTRAL ALABAMA ALLIANCE RESOURCE & ADVOCACY CTR
120 HILL RIDGE DRIVEWETUMPKAAL36092272914021501(c)(3)$63,750RESEARCH/SUBCONTRACT
CENTRAL LOUISIANA AIDS SUPPORT SERVICES
1785 JACKSON STALEXANDRIALA71301721097079501(c)(3)$42,757RESEARCH/SUBCONTRACT
CENTRAL MICHIGAN UNIVERSITY
ATTN GRANT ACCOUNTINGMT PLEASANTMI48859386004447Gov't$38,988RESEARCH/SUBCONTRACT
CHESTNUT HEALTH SYSTEMS INC
1003 MARTIN LUTHER KING DRIVEBLOOMINGTONIL61701370964629501(c)(3)$32,960RESEARCH/SUBCONTRACT
CHILDREN'S HEALTHCARE OF ATLANTA
1584 TULLIE CIR NEATLANTAGA30341582367819501(c)(3)$3,482,366RESEARCH/SUBCONTRACT/DONATION
CHILDREN'S HOSPITAL & RESEARCH CENTER AT OAKLAND
747 52ND STOAKLANDCA94609940382330501(c)(3)$47,880RESEARCH/SUBCONTRACT
CHILDREN'S HOSPITAL MEDICAL CENTER
3333 BURNET AVECINCINNATIOH452293039310833936501(c)(3)$86,519RESEARCH/SUBCONTRACT
CHILDREN'S HOSPITAL OF PHILADELPHIA
34TH STPHILADELPHIAPA19104231352166501(c)(3)$415,995RESEARCH/SUBCONTRACT
CHRISTOPHER NEWPORT UNIVERSITY
ATTN CASHIERS OFFICENEWPORT NEWSVA236063072540701501115$44,580RESEARCH/SUBCONTRACT
CINCINNATI CHILDREN'S HOSPITAL MED CTR
333 BURNETT AVECINCINNATIOH452293030310833936501(c)(3)$611,493RESEARCH/SUBCONTRACT
CLARK ATLANTA UNIVERSITY
223 JAMES P BRAWLEY DRATLANTAGA30314581825259501(c)(3)$45,086RESEARCH/SUBCONTRACT
CLEVELAND CLINIC FOUNDATION
PO BOX 931517CLEVELANDOH441935012340714585501(c)(3)$128,980RESEARCH/SUBCONTRACT
COLD SPRING HARBOR LABORATORY PRESS
1 BUNGTOWN RDCOLD SPRING HARBORNY11724112013303501(c)(3)$56,836RESEARCH/SUBCONTRACT
COLORADO STATE UNIVERSITY
2002 CAMPUS DELIVERYFORT COLLINSCO805232002846000545GOVT$242,619RESEARCH/SUBCONTRACT
COLUMBIA UNIVERSITY
PO BOX 29789NEW YORKNY100879789135598093501(c)(3)$784,750RESEARCH/SUBCONTRACT
COMPREHENSIVE PET THERAPY
6600 ROSWELL RD STE K-2SANDY SPRINGSGA30328582025659s Corp$23,707RESEARCH/SUBCONTRACT
CORNELL UNIVERSITY
PO BOX 22ITHACANY14851150532082501(c)(3)$220,412RESEARCH/SUBCONTRACT
CURATORS OF THE UNIVERSITY OF MISSOURI
PO BOX 807012KANSAS CITYMO641807012436003859GOVT$86,174RESEARCH/SUBCONTRACT
CVS PHARMACY INC
ONE CVS DRIVEDALLASTX75284050340626C Corp$375,000RESEARCH/SUBCONTRACT
DANA FARBER CANCER INSTITUTE
44 BINNEY STBOSTONMA02215042263040501(c)(3)$415,066RESEARCH/SUBCONTRACT
DARTMOUTH COLLEGE
11 ROPE FERRY RDHANOVERNH037551404020222111501(c)(3)$148,397RESEARCH/SUBCONTRACT
DECATUR BOOK FESTIVAL
P O BOX 337DECATURGA30331581836162501(c)(3)$7,500RESEARCH/SUBCONTRACT
DEKALB MEDICAL CENTER
PO BOX 935312ATLANTAGA311935312581966795501(c)(3)$10,000DONATION
DENVER HEALTH & HOSPITAL AUTHORITY
777 BANNOCK STDENVERCO802044507841343242Gov't$142,597RESEARCH/SUBCONTRACT
DUKE UNIVERSITY
PO BOX 602651CHARLOTTENC282602651560532129501(c)(3)$354,284RESEARCH/SUBCONTRACT
DYSTONIA MEDICAL RESEARCH FOUNDATION
ONE EAST WACKER DR STE 2810CHICAGOIL60601953378526501(c)(3)$300,000RESEARCH/SUBCONTRACT
EAST TENNESSEE STATE UNIVERSITY
1276 GILBREATH DRJOHNSON CITYTN376140732626021046501(c)(3)$28,974RESEARCH/SUBCONTRACT
EMERSON RESOURCES INC
600 MARKLEY STNORRISTOWNPA19401232392703s Corp$23,966RESEARCH/SUBCONTRACT
Family & Children First LLC dba GEORGIA HOPE
PO BOX 863DALTONGA30722582571871LLC$21,388RESEARCH/SUBCONTRACT
FAMILY CARE STRATEGIES LLC
2574 BEDFORD RDANN ARBORMI48104463959073smllc$28,290RESEARCH/SUBCONTRACT
FARMWORKER ASSOCIATION OF FLORIDA INC
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FDTN FOR ATLANTA VETERANS EDUCATION & RESEARCH INC
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FENWAY COMMUNITY HEALTH CENTER INC
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FLORIDA A&M UNIVERSITY
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FLORIDA STATE UNIVERSITY
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FOUNDATION FOR PHYSICAL THERAPY RESEARCH
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FOUNDATION OF WESLEY WOODS
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GEORGE WEST MENTAL HEALTH FOUNDATION DBA SKYLAND TRAIL
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GEORGIA INSTITUTE OF TECHNOLOGY
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GEORGIA NATURAL RESOURCES FOUNDATION
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GEORGIA SOUTHERN UNIVERSITY
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GEORGIA STATE MEDICAL ASSOCIATION INC
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GEORGIA STATE UNIVERSITY
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GLOBAL DIALOGUES INC
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GRADY HEALTH FOUNDATION
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GRADY HEALTH SYSTEM
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HEALTH RESEARCH INC
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HEALTHCARE INTERACTIVE INC
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HEALTHMPOWERS INC
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HJF MEDICAL RESEARCH INTERNATIONAL INC
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ICAHN SCHOOL OF MEDICINE AT MOUNT SINAI
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INDIANA UNIVERSITY
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INOVA HEALTH CARE SERVICES
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JOHNS HOPKINS UNIVERSITY
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KAISER PERMANENTE FOUNDATION RESEARCH INSTITUTE
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KANSAS STATE UNIVERSITY
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KITWARE INC
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LA JOLLA INSTITUTE OF ALLERGY&IMMUNOLOGY
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LAGRANGE COLLEGE
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LATINO COMMISSION ON AIDS INC
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LEHIGH UNIVERSITY
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LOUISIANA STATE UNIV HEALTH SCIENCES CTR
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LOVELACE RESPIRATORY RESEARCH INSTITUTE
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MASSACHUSETTS GENERAL HOSPITAL
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MASSACHUSETTS INSTITUTE OF TECHNOLOGY
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MASSACHUSETTS UNIVERSITY OF
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MAYO CLINIC
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MEDICAL CENTER OF CENTRAL GEORGIA
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MEDICAL UNIV OF SOUTH CAROLINA
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MEDSHARE INTERNATIONAL INC
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METACLIPSE THERAPEUTICS CORPORATION
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MICHIGAN PUBLIC HEALTH INSTITUTE
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MID-MICHIGAN DISTRICT HEALTH DEPARTMENT
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MIRIAM HOSPITAL
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MISSISSIPPI PUBLIC HEALTH INSTITUTE
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MISSISSIPPI STATE UNIVERSITY
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MOREHOUSE COLLEGE
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MOREHOUSE SCHOOL OF MEDICINE
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MUSCULAR DYSTROPHY ASSOCIATION
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NASHVILLE CARES
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NATIONAL BLACK ARTS FESTIVAL
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NATIONAL DEVELOPMENT AND RESEARCH
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NATIONAL MEDICAL FELLOWSHIPS INC
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NATIONAL ORGANIZATION OF NURSE PRACTITIONER FACULTIES
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NEW YORK CITY HEALTH AND HOSPITALS CORP
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NEW YORK UNIVERSITY
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NOAIDS TASK FORCE dba CRESCENT CARE
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NORTH CAROLINA STATE UNIVERSITY
UNIVERSITYRALEIGHNC276957214566000756Gov't$6,607RESEARCH/SUBCONTRACT
NORTHEASTERN UNIVERSITY
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NORTHWESTERN UNIVERSITY
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OCEAN NANOTECH LLC
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OLON RICERCA BIOSCIENCE LLC
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OPEN HAND ATLANTA INC
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OREGON HEALTH & SCIENCE UNIV FOUNDATION
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OREGON HEALTH & SCIENCE UNIVERSITY
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ORLANDO HEALTH INC
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PALO ALTO VETERANS INSTITUTE FOR RESEARCH
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PEDIATRIX MEDICAL GROUP OF GEORGIA PC
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PENNSYLVANIA STATE UNIVERSITY
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PHOEBE PHYSICIAN GROUP INC
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PHYSICAL SCIENCES INC
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PIEDMONT HOSPITAL
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PRESIDENT & FELLOWS OF HARVARD COLLEGE
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PRINCETON UNIVERSITY
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PROVIDENCE HEALTH & SERVICES WASHINGTON
1801 Lind Ave SWRentonWA98057510216586501(c)(3)$65,787RESEARCH/SUBCONTRACT
PUBLIC HEALTH INSTITUTE
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PUGET SOUND BLOOD CENTER
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PURDUE UNIVERSITY
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REGENTS OF THE UNIV OF CALI AT BERKELEY
CONTRACTS GRANTS ACCtgBERKELEYCA947201103946002123Gov't$318,554RESEARCH/SUBCONTRACT
REGENTS OF THE UNIVERSITY OF CALIFORNIA
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REGENTS OF THE UNIVERSITY OF CALIFORNIA AT SAN DIEGO
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REGENTS OF THE UNIVERSITY OF CALIFORNIA AT SAN FRANCISCO
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REGENTS OF THE UNIVERSITY OF CALIFORNIA DAVIS
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RELIGIOUS INSTITUTE
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RESEARCH Foundation FOR THE STATE UNIV OF NY
PO Box 9ALBANYNY122010009141368361501(c)(3)$406,985RESEARCH/SUBCONTRACT
RESEARCH FOUNDATION MENTAL HYGIENE INC
RIVERVIEW CENTERMENANDSNY12204141410842501(c)(3)$408,912RESEARCH/SUBCONTRACT
RHODE ISLAND HOSPITAL
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RUSH UNIVERSITY MEDICAL CENTER
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RUTGERS UNIVERSITY
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SAGE BIONETWORKS
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SAINT JOSEPH'S MERCY CARE SERVICES INC
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SAN ANTONIO AIDS FOUNDATION
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SANFORD BURNHAM PREBYS MEDICAL DISCOVERY
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SANFORD RESEARCH
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SAVANNAH COLLEGE OF ART & DESIGN
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SEATTLE CHILDREN'S HEALTHCARE SYSTEM
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SISTERLOVE INC
P O BOX 10558ATLANTAGA30310582016070501(c)(3)$39,968RESEARCH/SUBCONTRACT
SOUTHERN BLACK POLICY AND ADVOCACY NETWORK
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SPELMAN COLLEGE
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ST JUDE CHILDREN'S RESEARCH
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ST LOUIS UNIVERSITY
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STANFORD UNIVERSITY
P O BOX 44253SAN FRANCISCOCA941444253941156365501(c)(3)$3,786,053RESEARCH/SUBCONTRACT
SWEETSENSE INC
N/ADENVERCO80205460753599Corp$50,000RESEARCH/SUBCONTRACT
T J MARTELL FOUNDATION
2870 PEACHTREE RD 455ATLANTAGA303052918800377727501(c)(3)$7,500DONATION
TEMPLE UNIVERSITY
1801 N BRD STPHILADELPHIAPA191824242231365971501(c)(3)$217,453RESEARCH/SUBCONTRACT
TEXAS TECH UNIVERSITY
Box 41105LUBBOCKTX794091105756002622Gov't$39,705RESEARCH/SUBCONTRACT
THE FEINSTEIN INSTITUTE FOR MED RESEARCH
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THE JACKSON LABORATORY
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THE MEDICAL CENTER INC
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THE OHIO STATE UNIVERSITY
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THE REGENTS OF THE UNIVERSITY OF COLORADO
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THE RIGHT CHOICE PROJECT
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THE ROCKEFELLER UNIVERSITY
1230 YORK AVENEW YORKNY100656399131624158501(c)(3)$183,074RESEARCH/SUBCONTRACT
THE SCRIPPS RESEARCH INSTITUTE
10550 N TORREY PINES RDLA JOLLACA92037330435954501(c)(3)$565,189RESEARCH/SUBCONTRACT
THE TASK FORCE FOR GLOBAL HEALTH INC
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THE UNIVERSITY OF OKLAHOMA
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THE UNIVERSITY OF TEXAS AT DALLAS
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TRUSTEES OF CLARK UNIVERSITY
950 Main STWORCESTERMA01610042111203501(c)(3)$59,160RESEARCH/SUBCONTRACT
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TRUSTEES OF TUFTS COLLEGE
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TULANE UNIVERSITY
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UGA RESEARCH FOUNDATION INC
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UNIVERSITY OF ALABAMA - BIRMINGHAM
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UNIVERSITY OF ARIZONA
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UNIVERSITY OF ARKANSAS
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UNIVERSITY OF CHICAGO
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UNIVERSITY OF CINCINNATI
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UNIVERSITY OF COLORADO AT DENVER
13199 EAST MONTVIEWDENVERCO802910238846000555GOVT$615,183RESEARCH/SUBCONTRACT
UNIVERSITY OF CONNECTICUT
263 Farmington AveFARMINGTONCT06030521725543GOVT$18,689RESEARCH/SUBCONTRACT
UNIVERSITY OF FLORIDA
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UNIVERSITY OF ILLINOIS
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UNIVERSITY OF IOWA
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UNIVERSITY OF KANSAS MEDICAL CENTER
KUMC RESEARCH INSTITUTE INCKANSAS CITYKS66160481108830501(c)(3)$85,051RESEARCH/SUBCONTRACT
UNIVERSITY OF KENTUCKY
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UNIVERSITY OF LOUISVILLE
CTRS OFFICELOUISVILLEKY402021959611014882501(c)(3)$148,266RESEARCH/SUBCONTRACT
UNIVERSITY OF MARYLAND
P O BOX 41428BALTIMOREMD21201526002033GOVT$2,237,175RESEARCH/SUBCONTRACT
UNIVERSITY OF MIAMI
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UNIVERSITY OF MICHIGAN
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UNIVERSITY OF MINNESOTA
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UNIVERSITY OF MISSOURI
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UNIVERSITY OF NEBRASKA
3835 Holdrege STLincolnNE68583470049123Gov't$2,142,996RESEARCH/SUBCONTRACT
UNIVERSITY OF NEW MEXICO
HEALTH SCIENCES CENTERALBUQUERQUENM87131856000642Gov't$65,560RESEARCH/SUBCONTRACT
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UNIVERSITY OF NORTH CAROLINA-WILMINGTON
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UNIVERSITY OF PITTSBURGH
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UNIVERSITY OF ROCHESTER
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UNIVERSITY OF SOUTH CAROLINA
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UNIVERSITY OF SOUTH FLORIDA
4019 E Fowler AveTAMPAFL33617593102112Gov't$16,321RESEARCH/SUBCONTRACT
UNIVERSITY OF SOUTHERN CALIFORNIA
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UNIVERSITY OF TENNESSEE
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UNIVERSITY OF TEXAS
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UNIVERSITY OF TEXAS MEDICAL BRANCH
UTMB AT GALVESTON OSP DEPT 750DALLASTX752660120746000949Gov't$13,855RESEARCH/SUBCONTRACT
UNIVERSITY OF TEXAS SOUTHWESTERN
MEDICAL CENTERDALLASTX752841765751573968Gov't$51,795RESEARCH/SUBCONTRACT
UNIVERSITY OF UTAH
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UNIVERSITY OF VERMONT
PO BOX 1389WILLISTONVT054951389030179440GOVT$38,108RESEARCH/SUBCONTRACT
UNIVERSITY OF VIRGINIA
PO BOX 400127CHARLOTTESVILLEVA229044195546001796GOVT$6,218RESEARCH/SUBCONTRACT
UNIVERSITY OF WASHINGTON
1410 NE CAMPUS PKYSEATTLEWA981956465916001537GOVT$931,008RESEARCH/SUBCONTRACT
UNIVERSITY OF WISCONSIN
1848 UNIVERSITY AVEMILWAUKEEWI532780538391805963GOVT$504,097RESEARCH/SUBCONTRACT
UNIVERSITY SYSTEM OF NEW HAMPSHIRE
51 COLLEGE RDDURHAMNH038243585026000937GOVT$82,623RESEARCH/SUBCONTRACT
URBAN INSTITUTE THE
500 LEFANT PLAZA SWWASHINGTONDC20024520880375501(c)(3)$6,260RESEARCH/SUBCONTRACT
UTAH STATE UNIVERSITY
PO BOX 410027SALT LAKE CITYUT841410027876000528GOVT$12,051RESEARCH/SUBCONTRACT
VANDERBILT UNIVERSITY
2361 VANDERBILT PLACENASHVILLETN372406310620476822501(c)(3)$235,754RESEARCH/SUBCONTRACT
VANDERBILT UNIVERSITY MEDICAL CENTER
DEPT 1236 P O BOX 121236NASHVILLETN372406310352528741501(c)(3)$1,146,142RESEARCH/SUBCONTRACT
VETERANS HEALTH ADMINISTRATION
1660 S COLUMBIAN WAYSEATTLEWA98108741612229Gov't$21,243RESEARCH/SUBCONTRACT
VIRGINIA COMMONWEALTH UNIVERSITY
BOX 843039RICHMONDVA23298546001758115$217,268RESEARCH/SUBCONTRACT
VITALANT
6210 E Oak STScottsdaleAZ85257860098929501(c)(3)$16,657RESEARCH/SUBCONTRACT
WAKE FOREST UNIVERSITY
1834 WAKE FOREST RDWINSTONSALEMNC27157560532138501(c)(3)$113,374RESEARCH/SUBCONTRACT
WASHINGTON STATE UNIVERSITY
240 FRENCH ADMN BLDGPULLMANWA991641025916001108GOVT$168,979RESEARCH/SUBCONTRACT
WASHINGTON UNIVERSITY
ONE BROOKINGS DRIVEST LOUISMO631121408430653611501(c)(3)$296,972RESEARCH/SUBCONTRACT
WAYNE STATE UNIVERSITY
5057 WOODWARD AVEDETROITMI48202386028429Gov't$61,536RESEARCH/SUBCONTRACT
WEILL CORNELL MEDICAL COLLEGE AT CORNELL
575 LEXINGTON AVE 9TH FLOORNEW YORKNY10022131623978Gov't$13,840RESEARCH/SUBCONTRACT
WEST VIRGINIA UNIVERSITY
PO BOX 6002MORGANTOWNWV26506556000842GOVT$109,419RESEARCH/SUBCONTRACT
WESTERN WASHINGTON UNIVERSITY
516 HIGH STBELLINGHAMWA98225916000562Gov't$8,187RESEARCH/SUBCONTRACT
WILLIAM MARSH RICE UNIVERSITY
6100 Main STHOUSTONTX77251741109620501(c)(3)$48,973RESEARCH/SUBCONTRACT
WOLFE LABORATORIES LLC
PO BOX 681088CHICAGOIL60695043479806Corp$67,735RESEARCH/SUBCONTRACT
WOMEN & INFANTS HOSPITAL OF RHODE ISLAND
DIRECTOR OF RESEARCH ACCOUNTINGPROVIDENCERI02905050258937501(c)(3)$44,122RESEARCH/SUBCONTRACT
YALE UNIVERSITY
PO BOX 2038NEW HAVENCT065081873060646973501(c)(3)$346,477RESEARCH/SUBCONTRACT
YOUTH AMBASSADORS INC
5809 MICHIGAN AVEKANSAS CITYMI64130455220294501(c)(3)$19,590RESEARCH/SUBCONTRACT
University of Puerto Rico
Medical Sciences CampusSan JuanPR009365067660433762Gov't$179,332Research/Subcontract
Saint Joseph's Hospital of Atlanta Inc
5673 Peachtree Dunwoody RdAtlantaGA30342580566257501(c)(3)$18,904,249Donation
EmorySaint Joseph's Inc
1440 Clifton Rd NEAtlantaGA30322452721833501(c)(3)$11,366,229Donation
FieldValueIRS element (for citing)
Total501c3 Org240Total501c3OrgCnt
Total Other Org20TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeEmory University grants & assistanceGrantTypeTxt
Recipient10746RecipientCnt
Cash Grant$305,060,918CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule I, Part IIIEMORY UNIVERSITY'S STUDENT AID AWARDS CONSIST OF NEED-BASED AND MERIT-BASED AWARDS. MERIT-BASED FUNDING IS AWARDED BASED UPON DONOR PREFERENCES AND RESTRICTIONS OR INSTITUTIONAL ACADEMIC CRITERIA. NEED-BASED AID IS AWARDED BASED UPON INSTITUTIONAL METHODOLOGY, A STANDARD NEED ANALYSIS FORMULA GENERALLY PRACTICED BY OTHER PRIVATE, NON-PROFIT PEER INSTITUTIONS. STUDENT FINANCIAL AID IS AWARDED TO STUDENTS FOR EDUCATIONAL PURPOSES. AWARD AMOUNTS ARE CONTROLLED BY EDUCATIONAL COSTS ESTABLISHED BY THE INSTITUTION AND STUDENT PROGRESS IS EVALUATED AT KEY POINTS IN THE STUDENT LIFECYCLE IF THE AWARD HAS CONTINGENCIES THAT REQUIRE SUCH. DISBURSEMENT CONTROLS ARE IN PLACE THAT REQUIRE DIRECT COSTS BE PAID PRIOR TO PROVIDING REFUNDS FOR NON-DIRECT EDUCATIONAL EXPENSES.
Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds.EMORY UNIVERSITY IS RESPONSIBLE FOR ENSURING THAT IT COMMUNICATES THE RELEVANT AND NECESSARY INFORMATION CONTAINED IN SUBCONTRACTED AWARD DOCUMENTS TO THE SUBRECIPIENTS. THE OFFICE OF SPONSORED PROGRAMS MAINTAINS A COPY OF THE SUBCONTRACT AGREEMENT, WHICH STIPULATES THE TERMS OF THE AWARD AND IS SIGNED BY REPRESENTATIVES OF BOTH EMORY UNIVERSITY AND THE SUBRECIPIENT ORGANIZATION. THIS AGREEMENT INDICATES THAT THE SUBRECIPIENT UNDERSTANDS AND IS AWARE OF THE AWARD REQUIREMENTS. IN ADDITION, IF THERE ARE ANY FURTHER CHANGES TO THE AGREEMENT, AN AMENDMENT TO THE AGREEMENT IS GENERATED AND SIGNED BY THE REPRESENTATIVE OF EMORY UNIVERSITY AND THE SUBRECIPIENT.

Schedule J IRS990ScheduleJ

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

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (40 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
CHARLIE COY (Peter) BARNES JR
Former Officer$459,700$0$0$0$0$0$24,750$0$9,486$0$493,936$0$0$0
S WRIGHT CAUGHMAN MD
Former Officer$320,782$68,949$0$0$21,078$8,755$27,922$0$5,263$11,373$375,045$89,077$0$0
SUSAN CRUSE
Former Officer$507,889$0$0$0$514,482$0$24,750$0$20,142$0$1,067,263$0$0$0
VINCE DOLLARD
Former Officer$224,844$0$15,000$0$600$0$20,104$0$18,130$0$278,678$0$0$0
RICHARD A MENDOLA
Former officer$613,277$0$10,000$0$33,201$0$24,750$0$31,672$0$712,900$0$0$0
AJAY NAIR
Former Officer$152,185$0$0$0$0$0$13,887$0$6,244$0$172,316$0$0$0
CHRISTOPHER AUGOSTINI
EVP - Business and Administration$923,184$0$0$0$104,065$0$24,750$0$27,572$0$1,079,571$0$0$0
DEBORAH BRUNER
SVP RESEARCH$320,361$0$0$0$0$0$23,480$0$17,027$0$360,868$0$0$0
ALLISON DYKES JOHNSON
VP - University Secretary$383,451$0$0$0$0$0$24,750$0$24,634$0$432,835$0$0$0
DELBRIDGE KING
VP - Human Resources$304,302$0$0$0$0$0$24,750$0$17,191$0$346,243$0$0$0
CAROL KISSAL
VP - Finance ; Chief Finance Officer$463,387$0$313,845$0$18,008$0$24,750$0$24,760$0$844,750$0$0$0
JONATHAN S LEWIN MD
See Schedule J, Part III$653,036$662,102$0$691,427$69,592$42,679$30,250$0$9,014$16,506$761,892$1,412,714$0$0
PAUL P MARTHERS
Interim SVP$377,144$0$10,000$0$0$0$24,750$0$23,276$0$435,170$0$0$0
DWIGHT A McBRIDE
Provost/Exec VP, Academic Affairs$706,515$0$0$0$63,270$0$24,750$0$10,564$0$805,099$0$0$0
THERESA MILAZZO
VP - Human Resources$316,696$0$0$0$2,251$0$24,750$0$15,203$0$358,900$0$0$0
JOSHUA R NEWTON
SVP - Adv. & Alum. Engagement$235,601$0$100,000$0$22,563$0$12,600$0$6,888$0$377,652$0$0$0
SRINIVAS PULAVARTI
VP-Investments$471,575$0$400,000$0$0$0$16,500$0$11,571$0$899,646$0$0$0
DAVID B SANDOR
SVP Communications$347,953$0$60,000$0$30,387$0$24,750$0$20,240$0$483,330$0$0$0
STEPHEN D SENCER
Sr VP & General Counsel$630,149$0$0$0$35,422$0$24,750$0$33,426$0$723,747$0$0$0
CLAIRE STERK
President$1,065,884$0$78,750$0$81,998$0$444,750$0$68,135$0$1,739,517$0$0$0
CHRISTIAN P LARSEN MD
Former Key Employee$269,473$315,532$0$60,728$396$33,219$30,250$0$5,706$11,810$305,825$421,289$0$0
DAVID STEPHENS MD
Former Key Employee$537,133$185,867$16,540$137,004$1,957$3,614$30,250$0$216$313$586,096$326,798$0$0
MARY BETH ALLEN
Chief HR Officer - EHC$0$403,434$0$213,042$0$38,546$0$19,250$0$11,469$0$685,741$0$0
GREG ANDERSON
VP&CFO Emory University Hospital Midtown$150,987$140,543$0$57,611$889$289$16,500$0$21,408$13,027$189,784$211,470$0$0
BILL BORNSTEIN MD
CMO & CQPSO$0$536,982$0$286,118$825$58,995$20,321$0$14,916$13,971$36,062$896,066$0$0
CARLA CHANDLER
VP&CFO Emory University Hospital$293,496$0$0$66,670$1,119$30$18,847$0$22,822$2,581$336,284$69,281$0$0
MICHAEL ELLIOTT
Dean of Emory College$503,499$0$0$0$0$0$24,750$0$15,090$0$543,339$0$0$0
BRYCE GARTLAND MD
Hospital Group President & CEO - Emory University Hospital$513,336$4,956$0$222,029$1,197$32$19,285$74,899$5,280$18,605$539,098$320,521$0$0
PATRICK HAMMOND
CEO - Emory Healthcare Network$0$441,562$0$613,148$0$80,215$0$19,250$0$33,436$0$1,187,611$0$0
JAMES T HATCHER
CFO Emory Healthcare$0$532,775$0$284,481$0$59,570$0$19,250$0$19,470$0$915,546$0$0
DAN OWENS
CEO - Emory University Hospital Midtown$437,947$1,000$0$229,121$1,754$43,078$19,250$64,969$8,376$19,698$467,327$357,866$82,705$0
SHARON PAPPAS
Chief Nursing Officer$15,000$411,284$0$196,227$675$7,805$16,500$61,800$14,916$6,991$47,091$684,107$0$0
DANE PETERSON
Chief Operating Officer - EHC$0$743,580$0$893,156$0$54,327$0$138,702$0$37,231$0$1,866,996$0$97,861
SHEILA SANDERS
Chief Information Officer$0$406,972$0$103,691$0$1,198$0$16,500$0$20,333$0$548,694$0$0
VIKAS SUKHATME MD
Dean, School of Medicine$579,095$251,302$10,400$249,666$28,074$3,942$25,750$0$6,712$11,898$650,031$516,808$0$0
FAIZ U AHMAD MD
Physician$560,973$603,309$442,017$1,156,946$60$29,407$30,250$0$9,271$16,412$1,042,571$1,806,074$0$0
KEITH WALTER MICHAEL MD
Physician$256,770$404,723$6,144$991,244$54$27,751$29,380$0$1,363$7,514$293,711$1,431,232$0$0
DAN REFAI MD
Physician$6,000$822,974$0$1,049,693$0$11,303$22,075$0$216$26,313$28,291$1,910,283$0$0
JOHN M RHEE MD
Physician$0$1,078,473$0$1,056,571$28$11,561$22,150$0$188$20,640$22,366$2,167,245$0$0
SANGWOOK TIM YOON MD
Physician$1,455$768,361$0$816,766$628$11,939$22,050$0$18,296$11,529$42,429$1,608,595$0$0

Supplemental Information Detail SupplementalInformationDetail (10 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule J, Part II SCHEDULE J, PART II, COLUMN C & COLUMN FSUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN FOR PURPOSES OF RETENTION, EMORY UNIVERSITY MADE CONTRIBUTIONS TO 457(F) DEFERRED COMPENSATION ACCOUNTS FOR THE FOLLOWING INDIVIDUALS, WHICH ARE NOT VESTED AND ARE SUBJECT TO A SUBSTANTIAL RISK OF FORFEITURE: BRYCE GARTLAND, MD $74,899 DANIEL OWENS $64,969 SHARON PAPPAS $61,800 DANE PETERSON $108,702 Claire Sterk $420,000 THE FOLLOWING INDIVIDUALS RECEIVED A PAYOUT OF VESTED DEFERRED COMPENSATION AWARDS MADE DURING PRIOR YEARS. THESE AWARDS WERE REPORTED AS DEFERRED COMPENSATION IN THOSE YEARS ON FORM 990. Dan Owens $82,705 DANE PETERSON $97,861
Schedule J, Part II TitlesJonathan S. Lewin, MD - EVP Health Affairs, Emory University; Executive Director, Woodruff Health Sciences Center; President, CEO and Chairman of the Board, Emory Healthcare
Schedule J, Part I, Line 1a First-class or charter travelFIRST CLASS TRAVEL IS NOT ALLOWED UNLESS IT IS THE ONLY SEAT AVAILABLE ON A REQUIRED FLIGHT OR IS A MEDICAL NECESSITY FOR THE EMPLOYEE.
Schedule J, Part I, Line 1a Travel for companionsWITH THE EXCEPTION OF THE PRESIDENT, REIMBURSEMENT OR PAYMENT OF THE TRAVEL EXPENSES OF AN ELIGIBLE EMPLOYEE'S FAMILY MEMBER MUST NORMALLY BE PRE-APPROVED BY THE PRESIDENT OR APPROPRIATE EXECUTIVE VICE PRESIDENT OR SENIOR VICE PRESIDENT. THE TRAVEL EXPENSES OF AN ELIGIBLE EMPLOYEE'S FAMILY MEMBER MAY BE PAID FOR OR REIMBURSED BY EMORY UNIVERSITY AND ARE NOT INCLUDED IN THE EMPLOYEE'S TAXABLE INCOME, PROVIDED THE EMPLOYEE CAN ESTABLISH THAT THE PRESENCE OF HIS OR HER FAMILY MEMBER SERVES A "BONA FIDE BUSINESS PURPOSE" AS DEFINED IN THE TREASURY REGULATIONS. A FAMILY MEMBER'S PRESENCE IS CONSIDERED TO SERVE A BONA FIDE BUSINESS PURPOSE IF THE INDIVIDUAL HAS A SIGNIFICANT ROLE IN THE PROCEEDINGS OR MAKES AN IMPORTANT CONTRIBUTION TO THE SUCCESS OF THE EVENT. IF ATTENDANCE OF AN ELIGIBLE EMPLOYEE'S FAMILY MEMBER IS DESIRABLE BUT DOES NOT SERVE A BONA FIDE BUSINESS PURPOSE TO EMORY, ANY SUCH PAYMENT OR REIMBURSEMENT FOR SUCH FAMILY MEMBER'S TRAVEL EXPENSES WILL BE A TAXABLE PAYMENT.
Schedule J, Part I, Line 1a Tax indemnification and gross-up paymentsEMORY UNIVERSITY DOES NOT MAKE TAX INDEMNIFICATION OR GROSS-UP PAYMENTS TO EXECUTIVE STAFF MEMBERS UNLESS AGREED TO PRIOR TO PAYMENT.
Schedule J, Part I, Line 1a Housing allowance or residence for personal useEMORY UNIVERSITY PROVIDES AN ON-CAMPUS RESIDENCE FOR THE PRESIDENT. THE PRESIDENT MUST LIVE IN THIS RESIDENCE AS A REQUIREMENT OF THE POSITION AND UTILIZE THE RESIDENCE FOR UNIVERSITY BUSINESS PURPOSES.
Schedule J, Part I, Line 1a Health or social club dues or initiation feesEMORY UNIVERSITY PROVIDES CERTAIN EXECUTIVES WITH TAXABLE COMPENSATION TO REIMBURSE THE EXPENSE OF MEMBERSHIP DUES AND APPROPRIATE INITIATION FEES FOR A SOCIAL OR COUNTRY CLUB USED FOR EMORY UNIVERSITY BUSINESS ENTERTAINMENT PURPOSES. SUSAN CRUSE $3,150 Joshua Newton $1,400 CLAIRE STERK $7,290
Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensationESTABLISHING COMPENSATION: THE PRESIDENT'S COMPENSATION IS APPROVED BY THE EXECUTIVE COMPENSATION AND TRUSTEES' CONFLICT OF INTEREST COMMITTEE OF THE EMORY UNIVERSITY BOARD OF TRUSTEES, COMPOSED OF OUTSIDE TRUSTEES. THE RECOMMENDATION IS BASED ON COMPENSATION SURVEY DATA WITH PERIODIC REVIEW BY AN INDEPENDENT COMPENSATION CONSULTANT.
Schedule J, Part I, Line 4a Severance or change-of-control paymentAt the time of her departure from Emory, Susan Cruse received $500,000 as a separation payment.
Schedule J, Part I, Line 4b Supplemental nonqualified retirement planCERTAIN EXECUTIVES PARTICIPATE IN A SUPPLEMENTAL RETIREMENT PLAN INTENDED TO MAKE UP FOR LIMITS ON COMPENSATION IN THE QUALIFIED RETIREMENT PLAN. Christopher Augostini $60,998 CAROL D. KISSAL $17,408 JONATHAN S. LEWIN MD $61,834 Dwight McBride $40,770 RICHARD A. MENDOLA $32,451 STEPHEN D. SENCER $34,722 CLAIRE E. STERK $74,475

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
PRIVATE COLLEGES AND UNIVERSITIES AUTHORITY
A58140778074265LSJ82005-08-04$250,000,000SEE PART VI - 2005Bfalsefalsefalse
PRIVATE COLLEGES AND UNIVERSITIES AUTHORITY
B58140778074265LTD02005-08-25$281,575,000SEE PART VI - 2005Cfalsefalsefalse
PRIVATE COLLEGES AND UNIVERSITIES AUTHORITY
C58140778074265LYF92011-08-23$238,277,766SEE PART VI - 2011Afalsefalsefalse
PRIVATE COLLEGES AND UNIVERSITIES AUTHORITY
D58140778074265LA572013-08-15$214,792,974SEE PART VI - 2013Afalsefalsefalse

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtBond DefeasedBondDefeasedAmtTotal ProceedsTotalProceedsAmtIn Reserve FundInReserveFundAmtCapitalized InterestCapitalizedInterestAmtRefunding EscrowRefundingEscrowAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCredit EnhancementCreditEnhancementAmtWorking Capital ExpendituresWorkingCapitalExpendituresAmtCapital ExpendituresCapitalExpendituresAmtOther Spent ProceedsOtherSpentProceedsAmtUnspentUnspentAmtSubstantial CompletionSubstantialCompletionYrRefunding Tax Exempt BondsRefundingTaxExemptBondsIndRefunding Taxable BondsRefundingTaxableBondsIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintInd
A$0$0$250,002,307$0$0$249,212,532$787,468$0$0$2,307$0$02005falseYes (true)Yes (true)Yes (true)
B$157,425,000$0$287,609,146$0$3,238,536$56,620,000$1,684,295$0$0$226,066,315$0$02007Yes (true)falseYes (true)Yes (true)
C$92,150,000$0$238,277,809$0$0$23,667,844$1,609,965$0$0$0$0$02011Yes (true)Yes (true)Yes (true)Yes (true)
D$23,695,000$0$214,803,734$0$2,745,515$58,968,426$1,564,110$0$0$151,525,683$0$02017Yes (true)Yes (true)Yes (true)Yes (true)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)

Bond ReferenceBondReferenceCdTotal Private Business UseTotalPrivateBusinessUsePctOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndEngage Bond Counsel ContractsEngageBondCounselContractsIndAny Research AgreementsAnyResearchAgreementsIndEngage Bond Counsel ResearchEngageBondCounselResearchIndPrivate Bus Use By OthersPrivateBusUseByOthersPctPrivate Bus Concerning UBIPrivateBusConcerningUBIPctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndChange In Use Bond Financed PropChangeInUseBondFinancedPropPctRemedial Action TakenRemedialActionTakenIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
A0.0
B0.0014falseYes (true)Yes (true)falseYes (true)false0.00140.0falseYes (true)0.0006falseYes (true)
C0.0022falseYes (true)Yes (true)falseYes (true)false0.00220.0falseYes (true)0.0001falseYes (true)
D0.0064falseYes (true)Yes (true)falseYes (true)false0.00640.0falseYes (true)0.0001falseYes (true)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndTerm Of HedgeTermOfHedgePctSuperintegrated HedgeSuperintegratedHedgeIndHedge TerminatedHedgeTerminatedIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsIndBusiness Name Line1GICProviderName/BusinessNameLine1TxtTerm Of GICTermOfGICPctRegulatory Safe Harbor StsfdRegulatorySafeHarborStsfdInd
WELLS FARGO CITIGROUP
AfalsefalsefalseYes (true)Yes (true)Yes (true)31.0falsefalsefalseYes (true)Yes (true)
WELLS FARGO CITIGROUP
BfalsefalseYes (true)Yes (true)Yes (true)Yes (true)31.0falsefalseYes (true)falseYes (true)TRANSAMERICA OCCIDEN1.0Yes (true)
(no name)
CfalsefalsefalseYes (true)falsefalsefalsefalseYes (true)
(no name)
DfalsefalsefalseYes (true)falsefalsefalseYes (true)Yes (true)

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

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

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule K, Part I, Column (f) PURPOSE AND ISSUE DATE OF REFUNDED ISSUESA. 2005B - DEBT REFUNDING: 8/7/97 (1997A), 9/17/97 (1997C), 8/11/98 (1998A), 9/29/99 (1999A), 8/16/00 (2000A), 10/10/01 (2001A) B. 2005C - NEW FACILITY CONSTRUCTION AND DEBT REFUNDING: 5/26/94 (1994A), 11/21/95 (1995A), 9/17/97 (1997C), 9/29/99 (1999A), 8/16/00 (2000A), 8/16/00 (2000B), 10/10/01 (2001B), 10/17/02 (2002B) C. 2011A - DEBT REFUNDING: 10/10/2001 (2001A), 10/17/2002 (2002A), 6/19/2008 (2008B) D. 2013A - NEW FACILITY CONSTRUCTION AND DEBT REFUNDING: 10/17/2002 (2002A), 09/04/2010 (2010 CP), 08/04/05 (2005A), 08/25/05 (2005C) F. 2013BC - NEW FACILITY CONSTRUCTION AND DEBT REFUNDING: 08/25/05 (2005C) G. 2016A - NEW FACILITY CONSTRUCTION H. 2016B - DEBT REFUNDING: 06/19/2008 (2008C), 08/04/2005 (2005A), 9/1/2016 (CP) I. 2018CP - New Facility Acquisition of DMC Assets J. 2019AB - New Facility Construction; Refinance 2009B, 2009C, and 2009A (Taxable) issues
Schedule K, Part II, Line 3 SCH K, PART II, LINE 3TOTAL PROCEEDS OF ISSUE THE PART I, COLUMN (E) "ISSUE PRICE" DOES NOT AGREE WITH THE PART II, LINE 3 "TOTAL PROCEEDS OF ISSUE" FOR CERTAIN BONDS DUE TO THE INCLUSION OF INVESTMENT EARNINGS ON THE PROCEEDS ACCOUNTS. THE CUMULATIVE INVESTMENT EARNINGS INCLUDED IN PART II, LINE 3 ARE AS FOLLOWS: PRIVATE COLLEGES AND UNIVERSITIES CUSIP # 74265LSJ8 (2005B) $2,307 PRIVATE COLLEGES AND UNIVERSITIES CUSIP # 74265LTD0 (2005C) $6,034,146 PRIVATE COLLEGES AND UNIVERSITIES CUSIP # 74265LYF9 (2011A) $43 PRIVATE COLLEGES AND UNIVERSITIES CUSIP # 74265LA57 (2013A) $10,761 PRIVATE COLLEGES AND UNIVERSITIES CUSIP # 74265LA73 (2013BC) $25,232 PRIVATE COLLEGES AND UNIVERSITIES CUSIP # 74265LK23 (2016A) $26,970
Schedule K, Part III SCH K, PART IIIPRIVATE BUSINESS USE BOND ISSUE 2005B WAS USED ENTIRELY TO REFUND PRE-2003 BOND ISSUES. AS SUCH, PART III, PRIVATE BUSINESS USE, DOES NOT APPLY
Schedule K, Part IV, Line 2c REBATE COMPUTATIONS PERFORMEDISSUE 2005B - 09/01/06; 09/01/11 ISSUE 2005C - 02/25/06; 02/25/07; 08/25/10 ISSUE 2011A - 08/23/2016 ISSUE 2013A - 8/15/2018 ISSUE 2013BC - 8/15/2018
Schedule K, Part IV, Line 6 SCH K, PART IV, LINE 6A PORTION OF THE PROCEEDS OF THE SERIES 2005B, 2013A, AND 2016B BONDS WERE USED TO ADVANCE REFUND PRIOR OBLIGATIONS, AND THEREFORE, GROSS PROCEEDS WERE INVESTED BEYOND AN AVAILABLE TEMPORARY PERIOD. HOWEVER, THE PROCEEDS USED IN THE ADVANCE REFUNDING WERE YIELD RESTRICTED IN ACCORDANCE WITH THE CODE AND TREASURY REGULATIONS. A portion of the proceeds of the series 2013B Bonds were invested in a construction fund beyond an available temporary period. However, the proceeds were yield restricted in accordance with the code and treasury regulations.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
PRIVATE COLLEGES AND UNIVERSITIES AUTHORITY
A58140778074265LA732013-08-15$192,965,000SEE PART VI - 2013BCfalsefalsefalse
PRIVATE COLLEGES AND UNIVERSITIES AUTHORITY
B58140778074265LK232016-09-29$151,433,077SEE PART VI - 2016Afalsefalsefalse
PRIVATE COLLEGES AND UNIVERSITIES AUTHORITY
C58140778074265LM702016-09-29$249,693,667SEE PART VI -2016Bfalsefalsefalse
PRIVATE COLLEGES AND UNIVERSITIES AUTHORITY
D5814077800000000002018-09-13$177,270,000See Part VI - 2018 CPfalsefalsefalse

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtBond DefeasedBondDefeasedAmtTotal ProceedsTotalProceedsAmtIn Reserve FundInReserveFundAmtCapitalized InterestCapitalizedInterestAmtRefunding EscrowRefundingEscrowAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCredit EnhancementCreditEnhancementAmtWorking Capital ExpendituresWorkingCapitalExpendituresAmtCapital ExpendituresCapitalExpendituresAmtOther Spent ProceedsOtherSpentProceedsAmtUnspentUnspentAmtSubstantial CompletionSubstantialCompletionYrRefunding Tax Exempt BondsRefundingTaxExemptBondsIndRefunding Taxable BondsRefundingTaxableBondsIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintInd
A$0$0$192,990,232$0$686,946$157,425,000$1,183,200$0$0$33,695,086$0$02017Yes (true)falseYes (true)Yes (true)
B$0$0$151,460,048$0$5,034,592$0$943,818$0$0$145,481,638$0$02018falsefalsefalseYes (true)
C$17,325,000$0$249,693,667$0$0$248,091,791$1,601,876$0$0$0$0$02017Yes (true)Yes (true)falseYes (true)
D$0$0$177,270,000$0$0$0$0$0$0$0$164,422,000$12,848,0002018falsefalseYes (true)Yes (true)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndEngage Bond Counsel ContractsEngageBondCounselContractsIndAny Research AgreementsAnyResearchAgreementsIndEngage Bond Counsel ResearchEngageBondCounselResearchIndPrivate Bus Use By OthersPrivateBusUseByOthersPctPrivate Bus Concerning UBIPrivateBusConcerningUBIPctTotal Private Business UseTotalPrivateBusinessUsePctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndChange In Use Bond Financed PropChangeInUseBondFinancedPropPctRemedial Action TakenRemedialActionTakenIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
AfalseYes (true)Yes (true)falseYes (true)false0.00530.00.0053falseYes (true)0.0005falseYes (true)
Bfalsefalsefalsefalse0.00.00.0falsefalseYes (true)
CfalseYes (true)Yes (true)falseYes (true)false0.00310.00.0031falsefalseYes (true)
DfalseYes (true)Yes (true)falseYes (true)false0.00590.00.0059falseYes (true)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsInd
AfalsefalsefalseYes (true)Yes (true)falsefalseYes (true)Yes (true)
BfalseYes (true)falsefalsefalsefalsefalsefalseYes (true)
CfalseYes (true)falsefalsefalsefalsefalseYes (true)Yes (true)
DfalseYes (true)falsefalseYes (true)falsefalsefalseYes (true)

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

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

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd

Issuer Name IssuerName

FieldValueIRS element (for citing)
Business Name Line1Private Colleges and Universities AuthorityBusinessNameLine1Txt
FieldValueIRS element (for citing)
Bond Issuer EIN581407780BondIssuerEIN
CUSIP74265LS41CUSIPNum
Bond Issued2019-08-28BondIssuedDt
Issue Price$327,814,168IssuePriceAmt
PurposeSee Part VI - 2019ABPurposeDesc
DefeasedfalseDefeasedInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Pool FinancingfalsePoolFinancingInd

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Retired$0RetiredAmt
Bond Defeased$0BondDefeasedAmt
Total Proceeds$327,814,168TotalProceedsAmt
In Reserve Fund$0InReserveFundAmt
Capitalized Interest$0CapitalizedInterestAmt
Refunding Escrow$288,497,323RefundingEscrowAmt
Issuance Costs From Proceeds$1,379,136IssuanceCostsFromProceedsAmt
Credit Enhancement$0CreditEnhancementAmt
Capital Expenditures$37,883,843CapitalExpendituresAmt
Other Spent Proceeds$0OtherSpentProceedsAmt
Unspent$53,866UnspentAmt
Substantial Completion2019SubstantialCompletionYr
Refunding Tax Exempt BondsYes (true)RefundingTaxExemptBondsInd
Refunding Taxable BondsYes (true)RefundingTaxableBondsInd
Final Allocation MadefalseFinalAllocationMadeInd
Adequate Books And Rec MaintYes (true)AdequateBooksAndRecMaintInd

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Owning Bond Financed PropertyfalseOwningBondFinancedPropertyInd
Any Lease ArrangementsYes (true)AnyLeaseArrangementsInd
Mgmt Contract Bond Fincd PropYes (true)MgmtContractBondFincdPropInd
Engage Bond Counsel ContractsfalseEngageBondCounselContractsInd
Any Research AgreementsYes (true)AnyResearchAgreementsInd
Engage Bond Counsel ResearchfalseEngageBondCounselResearchInd
Private Bus Use By Others0.019PrivateBusUseByOthersPct
Private Bus Concerning UBI0.0PrivateBusConcerningUBIPct
Total Private Business Use0.019TotalPrivateBusinessUsePct
Bond Iss Meet Prvt Sec Pymt TestfalseBondIssMeetPrvtSecPymtTestInd
Change In Use Bond Financed PropfalseChangeInUseBondFinancedPropInd
Procs Nonqualified Bond RemdtdYes (true)ProcsNonqualifiedBondRemdtdInd

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Form8038 T FiledfalseForm8038TFiledInd
Rebate Not Due YetYes (true)RebateNotDueYetInd
Exception To RebatefalseExceptionToRebateInd
No Rebate DuefalseNoRebateDueInd
Variable Rate IssuefalseVariableRateIssueInd
Hedge Identified In Bks And RecfalseHedgeIdentifiedInBksAndRecInd
Gross Proceeds Invested In GICfalseGrossProceedsInvestedInGICInd
Gross Proceeds InvestedfalseGrossProceedsInvestedInd
Written Proc To Monitor ReqsYes (true)WrittenProcToMonitorReqsInd

Procedures Corrective Action ProceduresCorrectiveActionGrp

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

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (11 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
Christopher Y Caughman
FAMILY MEM OF FORMER OFFICER$71,858EMPLOYEEfalse
Sheryl Gabram-Mendola
FAMILY MEM OF FORMER OFFICER$613,966EMPLOYEEfalse
James Hunter Hatcher
FAMILY MEM OF KEY EMPLOYEE$31,406EMPLOYEEfalse
Sheri Latham
FAMILY MEM OF TRUSTEE$11,496EMPLOYEEfalse
Linda Orkin Lewin MD
FAMILY MEM OF OFFICER$94,115EMPLOYEEfalse
Deborah Long
FAMILY MEM OF FORMER OFFICER$100,466EMPLOYEEfalse
Jennifer Mathews
FAMILY MEM OF KEY EMPLOYEE$95,962EMPLOYEEfalse
Debbie King Miller
FAMILY MEM OF OFFICER$44,313EMPLOYEEfalse
Ruth Pappas
FAMILY MEM OF KEY EMPLOYEE$66,880EMPLOYEEfalse
Ann Sencer
FAMILY MEM OF OFFICER$113,759EMPLOYEEfalse
Kathleen Stephens
FAMILY MEM OF Former Key Employee$97,127EMPLOYEEfalse

Schedule M IRS990ScheduleM

Works Of Art WorksOfArtGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution13ContributionCnt
Noncash Contributions Rpt F990$2,297,865NoncashContributionsRptF990Amt
Method Of Determining RevenuesOtherMethodOfDeterminingRevenuesTxt

Books And Publications BooksAndPublicationsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Noncash Contributions Rpt F990$282,454NoncashContributionsRptF990Amt
Method Of Determining RevenuesOtherMethodOfDeterminingRevenuesTxt

Clothing And Household Goods ClothingAndHouseholdGoodsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Noncash Contributions Rpt F990$46,388NoncashContributionsRptF990Amt
Method Of Determining RevenuesMarket valueMethodOfDeterminingRevenuesTxt

Cars And Other Vehicles CarsAndOtherVehiclesGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Noncash Contributions Rpt F990$22,076NoncashContributionsRptF990Amt
Method Of Determining RevenuesOtherMethodOfDeterminingRevenuesTxt

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution279ContributionCnt
Noncash Contributions Rpt F990$28,950,042NoncashContributionsRptF990Amt
Method Of Determining RevenuesOtherMethodOfDeterminingRevenuesTxt

Collectibles CollectiblesGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Noncash Contributions Rpt F990$450NoncashContributionsRptF990Amt
Method Of Determining RevenuesOtherMethodOfDeterminingRevenuesTxt

Drugs And Medical Supplies DrugsAndMedicalSuppliesGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution4ContributionCnt
Noncash Contributions Rpt F990$161,112NoncashContributionsRptF990Amt
Method Of Determining RevenuesMarket valueMethodOfDeterminingRevenuesTxt

Historical Artifacts HistoricalArtifactsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution5ContributionCnt
Noncash Contributions Rpt F990$1,677,551NoncashContributionsRptF990Amt
Method Of Determining RevenuesOtherMethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)

Non Cash CheckboxNonCashCheckboxIndDescDescContributionContributionCntNoncash Contributions Rpt F990NoncashContributionsRptF990AmtMethod Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)EVENT EXPENSES18$26,076Market value
Yes (X)TRAVEL11$9,434Market value
FieldValueIRS element (for citing)
Form8283 Received18Form8283ReceivedCnt
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (true)ReviewProcessUnusualNCGiftsInd
Third Parties UsedYes (true)ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

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

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (12 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part I, Line 5 FORM 990, PART I, QUESTION 5 AND PART V, QUESTION 2A: NUMBER OF EMPLOYEESTHE EMORY CLINIC, INC. ("TEC") (EIN: 58-2030692) AND EMORY CHILDREN'S CENTER, INC. ("ECC") (EIN: 58-2298500) HAVE A COMMON PAYMASTER RELATIONSHIP FOR PAYROLL PURPOSES WITH EMORY UNIVERSITY. THE SALARIES OF TEC'S AND ECC'S EMPLOYEES ARE PAID BY EMORY UNIVERSITY, REPORTED ON EMORY UNIVERSITY'S FORMS 941, AND REIMBURSED BY TEC AND ECC. THEREFORE, THESE EMPLOYEES ARE REPORTED ON EMORY UNIVERSITY'S FORM 990. THE STAFF MEMBERS OF EMORY MEDICAL CARE FOUNDATION, INC. ("EMCF") (EIN:58-1537752) AND EMORY INNOVATIONS, INC. ("EI") (EIN: 45-5372942) ARE EMPLOYEES OF EMORY UNIVERSITY. THE SALARIES OF EMCF AND EI'S EMPLOYEES ARE PAID BY EMORY UNIVERSITY, REPORTED ON EMORY UNIVERSITY'S FORMS 941, AND REIMBURSED BY EMCF AND EI RESPECTIVELY. THEREFORE, THESE EMPLOYEES ARE REPORTED ON EMORY UNIVERSITY'S FORM 990.
Form 990, Part III, Line 1 MISSION, CONTINUEDTo fulfill this mission, the university supports teaching from the undergraduate to the advanced graduate and professional levels, and scholarship from basic research to its application in public service. As a comprehensive research university, Emory's academic programs span a great range from arts and sciences to business, law, theology, and the health professions. These different fields of study are knit together by robust interdisciplinary programs and a core devotion to liberal learning. The Emory community is open to all who meet its high standards of academic excellence and integrity. The university welcomes a diversity of ethnic, cultural, socioeconomic, religious, national, and international backgrounds, believing that the intellectual and social energy that results from such diversity is critical to advancing knowledge. Emory is committed to opening disciplinary boundaries and supporting interdisciplinary research and teaching from a global perspective. Along with this, Emory strives to create a community characterized by respectful and mutually supportive interaction among faculty, students, staff, and the wider world. In keeping with the demand that teaching, learning, research, and service be measured by high standards of integrity and excellence, and believing that each person and every level of scholarly activity should be valued on its own merits, the university aims to imbue scholarship at Emory with: * a commitment to humane teaching and mentorship and a respectful interaction among faculty, students, and staff; * open disciplinary boundaries that encourage integrative teaching, research, and scholarship; * a commitment to use knowledge to improve human well-being; and * a global perspective on the human condition.
Form 990, Part IV, Line 12a FORM 990, PART IV, LINE 12A & PART XII, LINE 2BA COPY OF EMORY UNIVERSITY'S AUGUST 31, 2019 AUDITED FINANCIAL STATEMENTS IS ATTACHED TO THIS RETURN. THE FOLLOWING ENTITIES INCLUDED IN THESE FINANCIAL STATEMENTS ARE NOT INCLUDED IN THE EMORY UNIVERSITY RETURNS BUT ARE INCLUDED IN THE EMORY GROUP RETURN - EMORY HEALTHCARE INC ("EHC"), THE EMORY CLINIC INC ("TEC"), WESLEY WOODS CENTER OF EMORY UNIVERSITY INC ("WWC"), EMORY MEDICAL CARE FOUNDATION INC("EMCF"), EMORY INNOVATIONS INC("EI"), EMORY/SAINT JOSEPH'S INC ("ESJ"), SAINT JOSEPH'S HOSPITAL OF ATLANTA INC ("SJHA"), AND EMORY CHILDREN'S CENTER INC ("ECC").
Form 990, Part VI, Line 2 Family/business relationships amongst interested personsTRUSTEES Sara Brown, MUHTAR KENT AND JAVIER GOIZUETTA - Business relationship, Trustees Robert Goddard and Leah Ward Sears - Business relationship
Form 990, Part VI, Line 11b Review of form 990 by governing bodyTHE FORM 990 IS PREPARED AND REVIEWED BY THE ORGANIZATION'S MANAGEMENT AND REVIEWED BY AN INDEPENDENT THIRD PARTY ACCOUNTING FIRM. PRIOR TO FINALIZATION OF THE RETURN, MANAGEMENT PROVIDED ACCESS TO A FINAL DRAFT OF THE FORM 990 TO ALL MEMBERS OF THE BOARD OF TRUSTEES AND GAVE THEM AN OPPORTUNITY TO MAKE COMMENTS. MANAGEMENT UPDATED THE FORM 990 FOR ALL COMMENTS RECEIVED AND PROVIDED THE FINAL VERSION OF THE FORM 990 TO ALL MEMBERS OF THE BOARD OF TRUSTEES PRIOR TO FILING.
Form 990, Part VI, Line 12c Conflict of interest policyEMORY UNIVERSITY'S CONFLICT OF INTEREST POLICY REQUIRES TRUSTEES, OFFICERS AND OTHER DECISION MAKERS TO DISCLOSE PARTICIPATION IN ACTIVITIES OR CIRCUMSTANCES THAT MAY PRESENT A CONFLICT OF INTEREST ON AN ANNUAL BASIS OR IF AT ANY TIME SUCH INDIVIDUAL BECOMES AWARE OF CIRCUMSTANCES THAT MAY PRESENT A CONFLICT OF INTEREST. THESE DISCLOSURES BY TRUSTEES ARE REVIEWED BY THE EXECUTIVE COMPENSATION AND TRUSTEES' CONFLICT OF INTEREST COMMITTEE OF THE UNIVERSITY BOARD OF TRUSTEES ("CONFLICT OF INTEREST COMMITTEE"), AS NECESSARY. IF THE CONFLICT OF INTEREST COMMITTEE DETERMINES THAT A CONFLICT OF INTEREST EXISTS, THE INDIVIDUAL WITH THE CONFLICT OF INTEREST MAY MAKE A PRESENTATION TO THE APPLICABLE COMMITTEE, BUT AFTER SUCH PRESENTATION, THE INDIVIDUAL MUST LEAVE THE MEETING DURING THE DISCUSSION OF, AND THE VOTE ON, THE TRANSACTION OR ARRANGEMENT THAT RESULTED IN THE CONFLICT OF INTEREST. DURING THE FISCAL YEAR NONE OF THE TRUSTEES WITH RELATED BUSINESS INTERESTS VOTED ON BUSINESS DECISIONS INVOLVING SUCH COMPANIES.
Form 990, Part VI, Line 15a Process to establish compensation of top management officialEMORY UNIVERSITY'S EXECUTIVE COMPENSATION AND TRUSTEES' CONFLICT OF INTEREST COMMITTEE OF THE BOARD OF TRUSTEES, WHICH IS COMPOSED OF NON-EMPLOYEE MEMBERS OF THE EMORY UNIVERSITY BOARD OF TRUSTEES, ANNUALLY REVIEWS MARKET DATA, COLLECTED AND REPORTED BY INDEPENDENT CONSULTING FIRMS, FROM COMPARABLE INSTITUTIONS FOR EACH POSITION IDENTIFIED AS A "DISQUALIFIED PERSON" FOR PURPOSES OF INTERMEDIATE SANCTIONS UNDER IRS REGULATIONS. THE COMMITTEE DISCUSSES THE PROPOSED COMPENSATION FOR EACH SUCH INDIVIDUAL IN THE CONTEXT OF THE MARKET DATA AND THE INDIVIDUAL'S PERFORMANCE AND CONTRIBUTION TO EMORY, AND IT MAKES A DECISION REGARDING THE APPROPRIATENESS OF COMPENSATION AND ANY COMPENSATION INCREASE. THE DISCUSSIONS ARE DOCUMENTED IN THE COMMITTEE'S MINUTES BY A REPRESENTATIVE OF THE OFFICE OF THE GENERAL COUNSEL.
Form 990, Part VI, Line 15b Process to establish compensation of other employeesEMORY UNIVERSITY'S EXECUTIVE COMPENSATION AND TRUSTEES' CONFLICT OF INTEREST COMMITTEE OF THE BOARD OF TRUSTEES, WHICH IS COMPOSED OF NON-EMPLOYEE MEMBERS OF THE EMORY UNIVERSITY BOARD OF TRUSTEES, ANNUALLY REVIEWS MARKET DATA, COLLECTED AND REPORTED BY INDEPENDENT CONSULTING FIRMS, FROM COMPARABLE INSTITUTIONS FOR EACH POSITION IDENTIFIED AS A "DISQUALIFIED PERSON" FOR PURPOSES OF INTERMEDIATE SANCTIONS UNDER IRS REGULATIONS. THE COMMITTEE DISCUSSES THE PROPOSED COMPENSATION FOR EACH SUCH INDIVIDUAL IN THE CONTEXT OF THE MARKET DATA AND THE INDIVIDUAL'S PERFORMANCE AND CONTRIBUTION TO EMORY, AND IT MAKES A DECISION REGARDING THE APPROPRIATENESS OF COMPENSATION AND ANY COMPENSATION INCREASE. THE DISCUSSIONS ARE DOCUMENTED IN THE COMMITTEE'S MINUTES BY A REPRESENTATIVE OF THE OFFICE OF THE GENERAL COUNSEL.
Form 990, Part VI, Line 19 Required documents available to the publicEMORY UNIVERSITY MAKES ITS GOVERNING DOCUMENTS AND ITS FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC VIA ITS WEBSITE.
Form 990, Part XI, Line 9 Other changes in net assets or fund balancesADJUSTMENT TO ANNUITIES PAYABLE - 715963; CHANGE IN FAIR VALUE OF DERIVATIVE INSTRUMENTS - -XXX-XX-XXXX; ADJUSTMENT TO PERPETUAL FUND INCOME - XXX-XX-XXXX; Gain on Defeasement - 4277441; Pension & Post Retirement Benefit Plan Adj - -20353000; TRANSFER OF NET ASSETS TO CONSOLIDATED AFFILIATES - XXX-XX-XXXX; GAAP ADJUSTMENTS - -1573875;
Schedule J, Part I, Line 7 Non-fixed paymentsPERFORMANCE BONUSES WERE PAID TO CERTAIN EXECUTIVES DURING THE YEAR Vince Dollard $15,000 Paul Marthers $10,000 Richard Mendola $10,000
Schedule J, Part I, Line 8 Payments on contract that is subject to the initial contract exceptionPer his employment letter, Srinivas Pulavarti received $300,000 to make up for lost compensation at his former employment.

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp (18 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdTotal IncomeTotalIncomeAmtEnd Of Year AssetsEndOfYearAssetsAmtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Txt
GOIZUETA BUSINESS SCHOOL STUDENT INVEST
201 DOWMAN DRIVEATLANTAGA30322580566256INVESTMENTSGA-$36,753$2,690,063EMORY UNIVER
GOIZUETA BUSINESS SCHOOL REAL ESTATE
201 DOWMAN DRIVEATLANTAGA30322261718943INVESTMENTSGA-$1,839$224,127EMORY UNIVER
EMORY UNIVERSITY STUDENT HEALTH COUNSEL
201 DOWMAN DRIVEATLANTAGA30322271119602HEALTHCAREGA-$3,657$498,111EMORY UNIVER
ROSE ACQUISITIONS LLC
201 DOWMAN DRIVEATLANTAGA30322454889158INVESTMENTSGA-$166,007$4,055,499EMORY UNIVER
EMORY INTEGRATED HEALTH SERVICES LLC
201 DOWMAN DRIVEATLANTAGA30322580566256HEALTH CLAIMSGA$0$0EMORY UNIVER
EUEP LLC
201 DOWMAN DRIVEATLANTAGA30322580566256REAL ESTATEGA$1,817,497$53,413,536EMORY UNIVER
LOTUS ACQUISITIONS LLC
201 DOWMAN DRIVEATLANTAGA30322580566256INVESTMENTSGA$0$0EMORY UNIVER
POPPY ACQUISITIONS LLC
201 DOWMAN DRIVEATLANTAGA30322580566256INVESTMENTSGA$0$0EMORY UNIVER
ORCHID ACQUISITIONS LLC
201 DOWMAN DRIVEATLANTAGA30322580566256INVESTMENTSGA$0$0EMORY UNIVER
MAGNOLIA ACQUISITIONS LLC
201 DOWMAN DRIVEATLANTAGA30322580566256INVESTMENTSGA$0$0EMORY UNIVER
CLOVER ACQUISITIONS LLC
201 DOWMAN DRIVEATLANTAGA30322580566256INVESTMENTSGA$0$0EMORY UNIVER
LAVENDER ACQUISITIONS LLC
201 DOWMAN DRIVEATLANTAGA30322580566256INVESTMENTSGA$0$0EMORY UNIVER
JASMINE ACQUISITIONS LLC
201 DOWMAN DRIVEATLANTAGA30322580566256INVESTMENTSGA$0$0EMORY UNIVER
VIOLET ACQUISITIONS LLC
201 DOWMAN DRIVEATLANTAGA30322580566256INVESTMENTSGA$0$0EMORY UNIVER
EAC SERVICES LLC
1551 SHOUP COURTATLANTAGA30322824732084EDUCATIONGA$286,173$519,790EMORY UNIVER
EUMI LLC
201 DOWMAN DRIVEATLANTAGA30322580566256REAL ESTATEGA-$58,720$8,034,484EMORY UNIVER
Emory International LLC
201 DOWMAN DRIVEATLANTAGA30322580566256GlobalGA$0$0EMORY UNIVER
Emory Global LLC
201 DOWMAN DRIVEATLANTAGA30322580566256GlobalGA$0$0EMORY UNIVER

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (22 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationInd
EMORY MEDICAL CARE FOUNDATION INC
1648 PIERCE DRIVEATLANTAGA30322581537752MED MGMTGA501(c)(3)10NAYes (true)
EMORY HEALTHCARE INC
201 DOWMAN DRIVEATLANTAGA30322582137993MED MGMTGA501(c)(3)Type INAYes (true)
THE EMORY CLINIC INC
1365 CLIFTON ROADATLANTAGA30322582030692HEALTHCAREGA501(c)(3)10NAYes (true)
EMORY MEDICAL LABORATORIES INC
1364 CLIFTON ROAD NEATLANTAGA30322010553460MD CARE PRACTGA501(c)(3)3EMORY HEALTHCARE INCYes (true)
WESLEY WOODS CENTER OF EMORY UNIVERSITY
1821 CLIFTON ROADATLANTAGA30322581529366HEALTHCAREGA501(c)(3)3EMORY HEALTHCARE INCYes (true)
EMORY CHILDREN'S CENTER INC
201 DOWMAN DRIVEATLANTAGA30322582298500HEALTHCAREGA501(c)(3)10EMORY HEALTHCARE INCYes (true)
EMORY INNOVATIONS INC
201 DOWMAN DRIVEATLANTAGA30322455372942RESEARCHGA501(c)(3)Type INAYes (true)
EMORYSAINT JOSEPH'S INC
1440 CLIFTON ROAD NEATLANTAGA30322452721833HEALTHCAREGA501(c)(3)4EMORY HEALTHCARE INCYes (true)
SAINT JOSEPH'S HOSPITAL OF ATLANTA INC
5673 PTREE DUNWOODY RDATLANTAGA30342580566257HOSPITALGA501(c)(3)3EMORYST JOSYes (true)
DeKalb Regional Health System Inc
2701 N Decatur RdDecaturGA30033582034958MED MGMTGA501(c)(3)Type IEMORY HEALTHCARE INCYes (true)
Decatur Health Resources Inc
2675 N Decatur RdDecaturGA30033582081599HEALTHCAREGA501(c)(3)3DeKalb Regional Health System IncYes (true)
DeKalb Medical Center Inc
2701 N Decatur RdDecaturGA30033581966795HEALTHCAREGA501(c)(3)3DeKalb Regional Health System IncYes (true)
DeKalb Medical Center Foundation Inc
2701 N Decatur RdDecaturGA30033581024605FundraisingGA501(c)(3)Type IDeKalb Regional Health System IncYes (true)
LUTHER C FISCHER FOUNDATION
550 PEACHTREE STATLANTAGA30308581052508SUPPORTING ORGGA501(c)(3)Type INAYes (true)
EMORY UNIV HOSPITAL MIDTOWN AUXILIARY
550 PEACHTREE STATLANTAGA30308586035386SUPPORTGA501(c)(3)10NAfalse
Emory Childrens Pediatric Institute Inc
2015 UPPER GATE DRIVE NEATLANTAGA30322581692698SUPPORTING ORGGA501(c)(3)Type INAfalse
LETTIE PATE EVANS FOUNDATION INC
191 PEACHTREE ST NE STE 3540ATLANTAGA30303237282939SUPPORTING ORGGA501(c)(3)Type III-ONAfalse
M L SIMPSON FOUNDATION TRUST
1862 INDEPENDENCE SQUAREATLANTAGA30338586418299SUPPORTING ORGGA501(c)(3)Type INAfalse
ROBERT W WOODRUFF HEALTH SCIENCES CENTER
191 PEACHTREE ST NE STE 3540ATLANTAGA30303582229271SUPPORTING ORGGA501(c)(3)Type INAfalse
EMORY UNIVERSITY POST-RETIREMENT BENEFIT
1599 CLIFTON ROAD NEATLANTAGA30322582087692VEBAGA501(c)(9)NAfalse
EMORY HEALTHCARE POST-RETIREMENT BENEFIT
1440 CLIFTON ROAD NEATLANTAGA30322900180674VEBAGA501(c)(9)EMORY HEALTHCARE INCfalse
EMORY HEALTHCARE INC RETIREMENT PLAN
1440 CLIFTON ROAD NEATLANTAGA30322020689035DB PLANGA501(c)(9)EMORY HEALTHCARE INCfalse

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtPredominant Income TypePredominantIncomeTypeTxtShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtDisproportionate AllocationsDisproportionateAllocationsIndGeneral Or Managing PartnerGeneralOrManagingPartnerIndOwnershipOwnershipPctUBI Code VUBICodeVAmt
ES REHABILITATION LLC
201 DOWMAN DRIVEATLANTAGA30322463808276HEALTHCAREGAEMORY HEALTHExcluded$3,180,394$10,070,867falsefalse0.51
THL CREDIT DIRECT LENDING COIN
100 FEDERAL ST 31ST FLOORBOSTONMA02110320510874INVESTMENTSDETHL CREDIT DIRN/A$460,784$20,061,961falsefalse1-$4,426
Segra Resource Onshore Partners LP
1845 Woodall Rodgers FwyDallasTX75201352583377INVESTMENTSDESegra Global Management LLCN/A$0$0falsefalse0.62

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (6 entries)

Address Line1ForeignAddress/AddressLine1TxtAddress Line2ForeignAddress/AddressLine2TxtProvince Or StateForeignAddress/ProvinceOrStateNmCountryForeignAddress/CountryCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile Foreign CountryLegalDomicileForeignCountryCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEntity TypeEntityTypeTxtShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtOwnershipOwnershipPctControlled OrganizationControlledOrganizationIndAddress Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdLegal Domicile StateLegalDomicileStateCdForeign PostalForeignAddress/ForeignPostalCd
CLIFTON CASUALTY INSURANCE COMPANY LTD
PO BOX 1159878 WEST BAY RDGRAND CAYMANCJ840825711CAPTIVE INSURANCECJEMORY HEALTHC Corporation-$19,394,202$224,273,2331Yes (true)
NORTHLAKE REGIONAL PHYSICIANS CENTER
581850529MEDICAL BLDGNAC Corporation$96,498$280,4410.96Yes (true)2850 PACES FERRY ROAD SUITE 1140ATLANTAGA30339GA
CHARITABLE REMAINDER TRUSTS (41)
CHARITABLE TRNATrust201 DOWMAN DRIVEATLANTAGA30322GA
POOLED INCOME FUND (1)
INCOME FUNDNATrust201 DOWMAN DRIVEATLANTAGA30322GA
Madison Avenue Offshore Fund LTD
PO Box 309Ugland HouseGRAND CAYMANCJINVESTMENTSCJMadison Avenue Partners LPC Corporation-$166,430$17,333,5700.53Yes (true)KY11104
DRHS Ventures Inc
201864828Joint VentureEmory HealthC Corporation$69,310$208,8031Yes (true)2701 N Decatur RdDecaturGA30030GA
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsYes (true)ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (true)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (true)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgYes (true)RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgYes (true)PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (true)SharingOfFacilitiesInd
Paid Employees SharingYes (true)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (true)TransferToOtherOrgInd
Transfer From Other OrgYes (true)TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (6 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
Saint Joseph's Hospital of Atlanta Inc
B$18,904,249FMV
EmorySaint Joseph's Inc
B$11,366,229FMV
Dekalb Medical Center Inc
S$4,500FMV
The Emory Clinic Inc
S$11,488,885FMV
Emory Healthcare Inc
S$100,230,283FMV
Emory Children's Center Inc
R$553,157FMV

Supplemental Information Detail SupplementalInformationDetail

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