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UNIVERSITY OF MIAMI: Form 990, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
UNIVERSITY OF MIAMI (EIN 59-0624458)
Tax period
2017-06-01 to 2018-05-31
Filed
2019-04-15
IRS object ID
201901059349300415
Schema version
2017v2.3
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)
Return2019-04-15T09:19:37-05:00ReturnTs
Tax Period End2018-05-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN135565207PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KPMG LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1300 North Greene Street Suite 400AddressLine1Txt
CityGreensboroCityNm
State AbbreviationNCStateAbbreviationCd
ZIP27401ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2017-06-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN590624458EIN

Business Name BusinessName

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

US Address USAddress

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

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBrandon GillilandPersonNm
Person TitleVice President & CFOPersonTitleTxt
Phone3052842258PhoneNum
Signature2019-04-12SignatureDt
Discuss With Paid Preparer0DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonShawn HutchinsonPreparerPersonNm
PTINP01048557PTIN
Phone3362753394PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address129.171.249.145IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-04-15IPDt
IP Tm10:18:47IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id91F80F0002F544F1274733746CF553AEBE5A261DAtSubmissionCreationDeviceId
At Submission Filing Device Id91F80F0002F544F1274733746CF553AEBE5A261DAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerJulio FrenkPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11252 Memorial Dr Rm 230AddressLine1Txt
CityCGCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33146ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$4,082,119,811GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.MIAMI.EDUWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1925FormationYr
Legal Domicile StateFLLegalDomicileStateCd
Activity Or MissionThe University of Miami's mission is to educate and nurture students, to create knowledge through its comprehensive research programs, and to provide patient care services to our community and beyond.ActivityOrMissionDesc
Voting Members Governing Body60VotingMembersGoverningBodyCnt
Voting Members Independent50VotingMembersIndependentCnt
Total Employee25772TotalEmployeeCnt
Total Volunteers558TotalVolunteersCnt
Total Gross UBI$9,220,044TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$1,323,340NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$800,273,551PYContributionsGrantsAmt
CY Contributions Grants$691,914,187CYContributionsGrantsAmt
PY Program Service Revenue$2,689,424,253PYProgramServiceRevenueAmt
CY Program Service Revenue$2,986,486,275CYProgramServiceRevenueAmt
PY Investment Income$94,060,692PYInvestmentIncomeAmt
CY Investment Income$82,416,615CYInvestmentIncomeAmt
PY Other Revenue$13,071,423PYOtherRevenueAmt
CY Other Revenue$12,425,769CYOtherRevenueAmt
PY Total Revenue$3,596,829,919PYTotalRevenueAmt
CY Total Revenue$3,773,242,846CYTotalRevenueAmt
PY Grants And Similar Paid$452,892,983PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$480,473,875CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$1,783,808,870PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$1,880,239,339CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$557,078PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$567,736CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$22,576,521CYTotalFundraisingExpenseAmt
PY Other Expenses$1,187,168,451PYOtherExpensesAmt
CY Other Expenses$1,279,087,078CYOtherExpensesAmt
PY Total Expenses$3,424,427,382PYTotalExpensesAmt
CY Total Expenses$3,640,368,028CYTotalExpensesAmt
PY Revenues Less Expenses$172,402,537PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$132,874,818CYRevenuesLessExpensesAmt
Total Assets BOY$3,989,960,318TotalAssetsBOYAmt
Total Assets EOY$4,400,922,871TotalAssetsEOYAmt
Total Liabilities BOY$1,987,160,169TotalLiabilitiesBOYAmt
Total Liabilities EOY$2,193,876,982TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$2,002,800,149NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$2,207,045,889NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionSee Form 990, Part I, Line 1, Description of Organization Mission.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$1,051,318,315ExpenseAmt
Grant$416,673,584GrantAmt
Revenue$817,955,143RevenueAmt
DescSee Schedule OInstruction, academic support, student services:The University of Miami (UM) is a private not-for-profit institution with more than 17,000 students. The University's 11 colleges and schools offer the following degree options: 138 bachelors, 144 masters, 2 specialists, and 68 doctoral (64 research/scholarship and 4 professional practice).The School of Architecture, founded in 1983, offers accredited professional undergraduate and graduate degrees in architecture and several post-professional graduate degrees. Programs include the professional Bachelor of Architecture (B.Arch) and the Master of Architecture (M.Arch); the post-professional Master of Science in Architecture (M.S.Arch) with 2 possible tracks- Architectural Design and Architectural Studies; the Master of Urban Design (M.U.D); and the Master of Real Estate Development and Urbanism (M.R.E.D.U.), an interdisciplinary one-year graduate program that draws on the real-life experience of Developers-in-Residence and faculty support from the Schools of Business Administration and Law as well as Architecture. The College of Arts and Sciences enrolls over 3,700 undergraduate and 600 graduate students in 20 departments and 10 interdisciplinary programs. Sixteen departments offer graduate degrees in the fine arts, natural sciences, humanities, and social sciences.The College of Engineering comprises five departments that offer degrees in aerospace, architectural, biomedical, civil, computer, electrical, environmental, industrial, and mechanical engineering. The College of Engineering offers five-year B.S./M.S. degree programs for our undergraduates, as well as traditional master's and doctoral degrees in a number of disciplines, with several specializations in several fields. Consistent with the tradition of collaboration among the University of Miami schools and colleges, engineering students participate in a number of interdisciplinary programs as well as joint research projects with other academic units at UM. Consisting of over 1,050 undergraduate students and over 220 graduate students, the College boasts an impressively diverse student body, consisting of students from 45 different countries. At the undergraduate level, 30% of the student population is Hispanic and 9% is Black. Females represent 31% of the students (10% higher than the national average, according to the most recent statistics from the American Society for Engineering Education).The School of Law presently enrolls around 1,200 candidates for either J.D., LL.M. or dual degrees, and has over 20,000 alumni worldwide. The J.D. program enrolls approximately 1,026 students from more than 113 colleges and universities throughout the United States. Of the entering J.D. students, approximately 49% are women, 47% are members of minority groups, 35% are from outside Florida, and 57% have been out of undergraduate school one year or more. 60% speak one or more foreign language. The School offers graduate programs in International Law (specializations in Inter-American Law, General International Law, and U.S. and Transnational Law for Foreign Lawyers), International Arbitration, Maritime Law, Entertainment, Art and Sports, Taxation, Taxation of Cross Border Investments, Estate Planning, and Real Property Development, the latter 2 offer courses online as well as on-campus. The graduate program in International Law includes three different specializations. The School also offers several joint degree programs. It is the only law school to offer a J.D./Master's in Music Business, J.D./M.A. in Arts Presenting, J.D/M.A in Law and Communications, and J.D/M.A. in Latin American Studies. In addition, the School offers a J.D./M.B.A., J.D./M.P.S. in Marine Affairs, J.D./M.P.H. in Public Health, J.D./M.S. Ed. in Law, Community and Social Change, J.D./PH.D. in Law and Environmental Policy, J.D./M.D., J.D./M.P.A. in Public Administration, J.D./LL.M. in Tax, International Law, Maritime Law, Estate Planning or Real Property Development, and a J.D./M.B.A./LL.M. in Tax, Real Property Development or Estate Planning. The School is regularly ranked among the top law schools by U.S. News and World Report for Tax Programs, and its alumni are regularly featured in Super Lawyers Magazine.The Leonard M. Miller School of Medicine has grown rapidly in both size and reputation, earning international acclaim for research, clinical care, and biomedical innovations. Our 800 medical students are joined by 1,200 residents, 580 graduate students and over 190 postdoctoral fellows, and we have one of the largest graduate medical education systems in the country. Along with the M.D. degree, the school offers a combined M.D./Ph.D. program, a 5-year M.D./M.B.A. program, a 4-year and a 5-year M.D./M.P.H. program and 4-year M.D./M.S. in Genomic Medicine, a six-year M.D./J.D. program, graduate degrees in ten areas, postdoctoral programs, and continuing medical education courses.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$398,576,199ExpenseAmt
Grant$36,290,953GrantAmt
Revenue$149,687,380RevenueAmt
DescSee Schedule OResearch and Public Service:UM has been classified by the Carnegie Commission as a Doctoral University with Highest Research Activity. The School of Architecture's areas of focus include Urban Design, Planning & Real Estate Development, Construction Management, Technology and Computation, Coastal Resilience, Health and the Built Environment, Historical Preservation and Adaptive Use, Classical and Traditional Design, Housing and Hospitality Design, Building in the Caribbean, Latin America and the Tropical World, Architectural History, and Theory. Faculty and students are actively engaged in interdisciplinary research with numerous schools including the Miller School of Medicine, The Leonard and Jayne Abess Center for Ecosystem Science and Policy and the Center for Computational Science. The College of Arts and Sciences provides numerous community outreach activities, including student musical theatre productions at the Jerry Herman Ring Theatre and Alvin Sherman Family Stage; student, faculty, and visiting artist exhibitions in the Wynwood Gallery in the design district of downtown Miami; faculty curated exhibitions at the Lowe Art Museum; lectures and other educational programs sponsored by the Center for the Humanities, and the Miami Institute for Advanced Study of the Americas; volunteer activities in the public schools, hospitals and community clinics for developmentally disabled children; technology workshops for Miami-Dade public school teachers sponsored by the Department of Modern Languages Laboratory; and a series of programs, hosted by several departments and funded by various federal agencies and private foundations, to enhance the diversity of students pursuing scientific careers through research opportunities for pre-college and undergraduate students; and career development opportunities for high-school and community-college faculty.The School of Law offers externship programs and foreign exchange programs in Argentina, Belgium, Brazil, China, Colombia, France, Germany, India, Ireland, Israel, Spain, Switzerland, and Vietnam. The School's award-winning clinics, focusing on different areas of the law, offer exceptional training grounds and give students practical, hands-on lawyering while also helping needy and underrepresented individuals. The School is also home to LawWithoutWalls (LWOW), an innovative academic model that brings together students, faculty, practitioners, and entrepreneurs from around the country and the world to explore innovation in legal education and practice.The Rosenstiel School of Marine & Atmospheric Science is one of the leading oceanographic research and education institutions in the nation. Known originally as the University's marine laboratory, it was founded in 1943. It evolved into the Institute for Marine Science in 1961, and eight years later became the Rosenstiel School of Marine & Atmospheric Science (RSMAS) within the University of Miami. The Virginia Key campus has grown to include modern research and teaching facilities, a dedicated academic library, and an internationally recognized Marine Invertebrate Museum. RSMAS also operates a state-of-the-art 96-foot catamaran research vessel, the F.G. Walton Smith. In 2014, RSMAS added to its fleet of specialized research vessels a one-of-a-kind Helicopter Observation Platform (HOP), a flying scientific laboratory equipped with state-of-the-art technology and scientific instrumentation, which provides scientists with a unique capability to obtain vital information on environmental processes and mechanisms that affect our climate and impact human health. The newest addition to RSMAS includes a freshwater Scientific Dive Pool. It plays a critical role in providing necessary scientific diving instruction to participants in our science programs and research projects. The facility allows scientists and students to gain a deeper understanding of the marine environment and coral reefs. CSTARS (Center for Southeastern Tropical Advanced Remote Sensing), located on the Richmond campus in south Miami-Dade county was launched in 2003, and conducts research with remotely sensed data received from earth-orbiting satellite systems. This state-of-the-art real-time reception and analysis facility provides data for environmental monitoring. The predictive power concentrated on this 78-acre campus is helping to provide vital, life-saving information regarding earthquakes, hurricanes, typhoons, freak waves and other natural and manmade disasters, including monitoring of the earthquakes in Haiti and Chile, and oil spills.The Leonard M. Miller School of Medicine has been designated a Center for AIDS Research (CFAR) in Florida, and is leading the University's prestigious Clinical and Translational Science Institute (CTSI), awarded by the NIH. Other clinical and research programs include the John P. Hussman Institute for Human Genomics, the Interdisciplinary Stem Cell Institute, the Dr. John T. Macdonald Foundation Biomedical Nanotechnology Institute, the Miami Transplant Institute, The Miami Project to Cure Paralysis, the Diabetes Research Institute, the Mailman Center for Child Development, and many more.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$1,621,604,049ExpenseAmt
Grant$15,290GrantAmt
Revenue$1,860,373,166RevenueAmt
DescSee Schedule OHealth Care:Located north of downtown Miami near the Civic Center in the Miami Health District, the Leonard M. Miller School of Medicine's campus consists of approximately 72-acres of owned and leased land within the 153-acre University of Miami/Jackson Memorial Hospital complex. Each year the University of Miami Health System's nearly 1,400 physicians represent more than 100 specialties and subspecialties and have more than two million scheduled patient encounters with outcomes that are among the best in the nation. The health system is comprised of Sylvester, Bascom Palmer Eye Institute, and UHealth Tower, operating within UMHC. Bascom Palmer has been recognized as the number one eye hospital in the country for 17 years by U.S. News & World Report in its annual "America's Best Hospitals" issue. In addition to the three University-owned hospitals, there are also three primary hospitals affiliated with UHealth: Jackson Memorial Hospital, the primary teaching hospital for the medical school; Holtz Children's Hospital; and the Bruce W. Carter VA Medical Center. There are also about three dozen outpatient clinics across Miami-Dade, Broward, Palm Beach, and Collier counties. The Lennar Foundation Medical Center, located in Coral Gables, opened in 2016. The 206,000-square-foot diagnostic and treatment center provides the local community more convenient access to world-class medical care provided by UM physicians and specialists.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$344,317,831ExpenseAmt
Grant$27,494,047GrantAmt
Revenue$158,470,586RevenueAmt
DescExpenses primarily represent auxiliary enterprises, including intercollegiate athletics, parking, student housing and student dining. Other program services revenues primarily represent auxiliary enterprises revenue, investment income, and investment losses.Desc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$344,317,831TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$27,494,047TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue$158,470,586TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$3,415,816,394TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying ActivitiesYes (1)LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of ArtYes (1)CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent EndowmentsYes (1)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School OperatingYes (1)SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign ActivitiesYes (1)ForeignActivitiesInd
More Than5000 K To OrgYes (1)MoreThan5000KToOrgInd
More Than5000 K To IndividualsYes (1)MoreThan5000KToIndividualsInd
Professional FundraisingYes (1)ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate HospitalYes (1)OperateHospitalInd
Audited Financial Stmt AttYes (1)AuditedFinancialStmtAttInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt BondsYes (1)TaxExemptBondsInd
Invest Tax Exempt BondsYes (1)InvestTaxExemptBondsInd
Escrow Account0EscrowAccountInd
On Behalf Of Issuer0OnBehalfOfIssuerInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related PersonYes (1)GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam MemYes (1)BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art ContributionYes (1)DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded EntityYes (1)DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (1)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document24346IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee25772EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial AccountYes (1)ForeignFinancialAccountInd
Foreign CountryBDForeignCountryCd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members60GoverningBodyVotingMembersCnt
Independent Voting Member50IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org DocumentsYes (1)ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local ChaptersYes (1)LocalChaptersInd
Policies Reference ChaptersYes (1)PoliciesReferenceChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldFLStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

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

US Address USAddress

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

Form990 Part VII Section A Form990PartVIISectionAGrp (85 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerIndHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
Leonard Abess
Trustee2.00Yes (X)$0$0$0
Michael I Abrams
Trustee4.00Yes (X)$0$0$0
Betty G Amos
Trustee4.00Yes (X)$0$0$0
Jose P Bared
Trustee4.00Yes (X)$0$0$0
Hilarie Bass
Trustee & Vice Chair15.00Yes (X)$0$0$0
Jon Batchelor
Trustee2.00Yes (X)$0$0$0
Brenda Yester Baty
Trustee2.00Yes (X)$0$0$0
Fred Berens
Trustee1.00Yes (X)$0$0$0
Tracey Berkowitz
Trustee10.00Yes (X)$0$0$0
Marc Buoniconti
Trustee/Senior Director10.00Yes (X)$174,504$0$18,194
Nicholas A Buoniconti
Trustee1.00Yes (X)$0$0$0
M Anthony Burns
Trustee5.00Yes (X)$0$0$0
Alfred R Camner
Trustee1.00Yes (X)$0$0$0
Wayne E Chaplin
Trustee2.00Yes (X)$0$0$0
Adriana Cisneros
Trustee1.00Yes (X)$0$0$0
Charles E Cobb
Trustee3.00Yes (X)$0$0$0
Edward A Dauer
Trustee / Faculty Member40.00Yes (X)$97,044$0$28,571
Evan De Joya
Trustee20.00Yes (X)$0$0$0
Paul J DiMare
Trustee4.00Yes (X)$0$0$0
Joseph Echevarria
Trustee4.00Yes (X)$0$0$0
David L Epstein
Trustee2.00Yes (X)$0$0$0
Richard D Fain
Trustee & Chair30.00Yes (X)$0$0$0
George Feldenkreis
Trustee1.00Yes (X)$0$0$0
Miguel B Fernandez
Trustee2.00Yes (X)$0$0$0
Phillip Frost
Trustee2.00Yes (X)$0$0$0
Phillip T George Rose
Trustee2.00Yes (X)$0$0$0
Kourtney Gibson
Trustee1.00Yes (X)$0$0$0
Steven J Green
Trustee1.00Yes (X)$0$0$0
Rose Ellen Greene
Trustee6.00Yes (X)$0$0$0
Barbara Hecht Havenick
Trustee1.00Yes (X)$0$0$0
Allan M Herbert
Trustee10.00Yes (X)$0$0$0
Marilyn J Holifield
Trustee4.00Yes (X)$0$0$0
Frank R Jimenez
Trustee3.00Yes (X)$0$0$0
Manuel Kadre
Trustee4.00Yes (X)$0$0$0
Bernard J Kosar Jr
Trustee1.00Yes (X)$0$0$0
Marus Lemonis
Trustee1.00Yes (X)$0$0$0
Eric Todd Levin
Trustee2.00Yes (X)$0$0$0
Susan Lytle Lipton
Trustee1.00Yes (X)$0$0$0
Jayne Sylvester Malfitano
Trustee3.00Yes (X)$0$0$0
Robert A Mann
Trustee12.00Yes (X)$0$0$0
Marilu Marshall
Trustee1.00Yes (X)$0$0$0
Stuart A Miller
Trustee7.00Yes (X)$0$0$0
William L Morrison
Trustee1.00Yes (X)$0$0$0
Judi Prokop Newman
Trustee0.50Yes (X)$0$0$0
Arva Moore Parks
Trustee2.00Yes (X)$0$0$0
Jorge M Perez
Trustee3.00Yes (X)$0$0$0
Thomas E Pfeiffer
Trustee3.00Yes (X)$0$0$0
Aaron S Podhurst
Trustee20.00Yes (X)$0$0$0
Lois Pope
Trustee1.00Yes (X)$0$0$0
Alex E Rodriguez
Trustee1.00Yes (X)$0$0$0
Steven J Saiontz
Trustee2.00Yes (X)$0$0$0
Alessandra San Roman
Trustee1.00Yes (X)$0$0$0
Robert E Sanchez
Trustee2.00Yes (X)$0$0$0
Marvin R Shanken
Trustee1.00Yes (X)$0$0$0
Laurie S Silvers
Trustee2.00Yes (X)$0$0$0
HT Smith Jr
Trustee & Vice Chair8.00Yes (X)$0$0$0
Jacquelyn R Soffer
Trustee1.00Yes (X)$0$0$0
Steven Sonberg
Trustee1.00Yes (X)$0$0$0
E Roe Stamps IV
Trustee2.00Yes (X)$0$0$0
Ronald G Stone
Trustee10.00Yes (X)$0$0$0
Johnny C Taylor Jr
Trustee1.00Yes (X)$0$0$0
Patricia W Toppel
Trustee2.00Yes (X)$0$0$0
Ana VeigaMilton
Trustee5.00Yes (X)$0$0$0
Alejandro F Vicencio
Trustee3.00Yes (X)$0$0$0
Jonathan Vilma
Trustee1.00Yes (X)$0$0$0
David R Weaver
Trustee5.00Yes (X)$0$0$0
Geisha Jimenez Williams
Trustee0.50Yes (X)$0$0$0
G Ed Williamson II
Trustee2.00Yes (X)$0$0$0
Thomas D Wood Sr
Trustee1.00Yes (X)$0$0$0
Julio Frenk
President80.00Yes (X)$1,297,672$0$301,346Yes (X)
Leslie Dellinger Aceituno
Secretary80.00$136,051$0$30,923Yes (X)
Jeffrey Duerk
Executive VP & Provost80.00$460,271$0$12,020Yes (X)
Jacqueline A Travisano
Executive VP & COO80.00$557,561$0$15,347Yes (X)
Steven Altschuler
EVP & CEO of UHealth80.00$3,520,952$0$52,315Yes (X)
Nestor F De La Cruz-Munoz
Associate Professor Dept of Surgery60.00$1,501,963$0$50,329Yes (X)
David Ertel
CFO, UHealth Systems80.00$1,972,800$0$35,569Yes (X)
James J Larranaga
Head Coach, Basketball80.00$2,123,129$0$44,559Yes (X)
Mark Richt
Head Coach, Football80.00$3,990,764$0$49,104Yes (X)
Richard Russell Ballard
CEO, UMHC (former)75.00$412,034$0$49,046Yes (X)
Steven F Falcone
Chief Exec, UHealth Clinic (fmr)70.00$765,283$0$58,113Yes (X)
Michael B Gittelman
CEO, ABLEH (former)60.00$568,229$0$105,114Yes (X)
Thomas J LeBlanc
Executive VP & Provost (fmr)75.00$535,307$0$42,083Yes (X)
Donna E Shalala
President (former)35.00$282,041$0$30,640Yes (X)
Sory John Birdsall
Chief Exec,UHealth Rgnl Alliance(fmr)65.00$493,341$0$48,791Yes (X)
Aileen Ugalde
University Secretary (former)80.00$631,572$0$57,122Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$19,520,518TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$1,029,186TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K3067IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (1)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
GCA Education Services Inc
4702 Western Ave Suite 101KnoxvilleTN37921Maintenance & Repair Services$20,871,631
Arellano Construction Co
7255 NW 19 St Suite BMiamiFL33126Construction Services$17,442,641
Moss and Associates
800 BRICKELL AVE SUITE 1500MiamiFL33131Construction Services$9,269,610
Deloitte Consulting
333 SE 2nd Ave 3600MiamiFL33131IT Services$6,823,598
Compass Group USA INC
1350 MILLER RD 132Coral GablesFL33124Food Service Management$6,381,620
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K710CntrctRcvdGreaterThan100KCnt
Federated Campaigns$768,113FederatedCampaignsAmt
Fundraising$1,680,308FundraisingAmt
Government Grants$462,607,934GovernmentGrantsAmt
All Other Contributions$226,857,832AllOtherContributionsAmt
Noncash Contributions$15,746,299NoncashContributionsAmt
Total Contributions$691,914,187TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmtExclusionExclusionAmt
Hospitals and Clinics900099$1,391,716,827$1,391,716,827
Tuition and Fees900099$773,765,856$773,765,856
Medical Prof Practice900099$468,656,339$467,801,048$855,291
Auxiliary Enterprises900099$158,470,586$59,207,416$6,359,402$92,903,768
Local Grants and Contr900099$149,687,380$149,687,380

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$44,189,287TotalRevenueColumnAmt
Related Or Exempt Func Income$41,274,582RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$2,914,705UnrelatedBusinessRevenueAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$2,986,486,275TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$28,798,365TotalRevenueColumnAmt
Exclusion$28,798,365ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$969,142TotalRevenueColumnAmt
Exclusion$969,142ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$9,731,534TotalRevenueColumnAmt
Exclusion$9,731,534ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$6,822,777RealAmt
Personal$7,905PersonalAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$3,592,274RealAmt
Personal$358PersonalAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$3,230,503RealAmt
Personal$7,547PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,238,050TotalRevenueColumnAmt
Unrelated Business Revenue$7,547UnrelatedBusinessRevenueAmt
Exclusion$3,230,503ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$356,944,653SecuritiesAmt
Other$56,576OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$304,342,681SecuritiesAmt
Other$9,440OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$52,601,972SecuritiesAmt
Other$47,136OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$52,649,108TotalRevenueColumnAmt
Unrelated Business Revenue-$1,001,499UnrelatedBusinessRevenueAmt
Exclusion$53,650,607ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$302,215FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$1,680,308ContriRptFundraisingEventAmt
Fundraising Direct Expenses$930,628FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$628,413TotalRevenueColumnAmt
Exclusion-$628,413ExclusionAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$2,259GrossSalesOfInventoryAmt
Cost Of Goods Sold$1,584CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$675TotalRevenueColumnAmt
Unrelated Business Revenue$675UnrelatedBusinessRevenueAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
Advertising523000$48,923$48,923
Coach Appearances541800$35,000$35,000
FieldValueIRS element (for citing)
Other Revenue Total$83,923OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,773,242,846TotalRevenueColumnAmt
Related Or Exempt Func Income$2,883,453,109RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$9,220,044UnrelatedBusinessRevenueAmt
Exclusion$188,655,506ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$31,441,622TotalAmt
Program Services$31,441,622ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$420,668,830TotalAmt
Program Services$420,668,830ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$28,363,423TotalAmt
Program Services$28,363,423ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$6,190,435TotalAmt
Program Services$2,076,680ProgramServicesAmt
Management And General$3,081,648ManagementAndGeneralAmt
Fundraising$1,032,107FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$1,463,693,273TotalAmt
Program Services$1,364,543,539ProgramServicesAmt
Management And General$88,612,171ManagementAndGeneralAmt
Fundraising$10,537,563FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$97,538,906TotalAmt
Program Services$90,014,166ProgramServicesAmt
Management And General$6,629,313ManagementAndGeneralAmt
Fundraising$895,427FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$217,705,544TotalAmt
Program Services$194,214,319ProgramServicesAmt
Management And General$19,914,045ManagementAndGeneralAmt
Fundraising$3,577,180FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$95,111,181TotalAmt
Program Services$87,502,286ProgramServicesAmt
Management And General$6,657,783ManagementAndGeneralAmt
Fundraising$951,112FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$8,549,826TotalAmt
Program Services$2,233,472ProgramServicesAmt
Management And General$6,316,354ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$905,100TotalAmt
Program Services$210,300ProgramServicesAmt
Management And General$694,800ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$292,550TotalAmt
Management And General$292,550ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$567,736TotalAmt
Fundraising$567,736FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$7,155,117TotalAmt
Program Services$7,155,117ProgramServicesAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$224,216,931TotalAmt
Program Services$199,359,619ProgramServicesAmt
Management And General$23,442,575ManagementAndGeneralAmt
Fundraising$1,414,737FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$21,201,156TotalAmt
Program Services$20,083,432ProgramServicesAmt
Management And General$566,016ManagementAndGeneralAmt
Fundraising$551,708FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$107,880,944TotalAmt
Program Services$102,696,115ProgramServicesAmt
Management And General$4,700,350ManagementAndGeneralAmt
Fundraising$484,479FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$62,548,640TotalAmt
Program Services$54,421,367ProgramServicesAmt
Management And General$8,127,273ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$117,019,953TotalAmt
Program Services$107,986,235ProgramServicesAmt
Management And General$8,751,944ManagementAndGeneralAmt
Fundraising$281,774FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$32,828,357TotalAmt
Program Services$30,421,257ProgramServicesAmt
Management And General$1,455,219ManagementAndGeneralAmt
Fundraising$951,881FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$19,554,645TotalAmt
Program Services$16,874,287ProgramServicesAmt
Management And General$2,437,507ManagementAndGeneralAmt
Fundraising$242,851FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$43,856,450TotalAmt
Program Services$42,457,382ProgramServicesAmt
Management And General$1,399,068ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$153,048,182TotalAmt
Program Services$147,607,362ProgramServicesAmt
Management And General$5,440,820ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$17,868,095TotalAmt
Program Services$16,029,488ProgramServicesAmt
Management And General$1,838,607ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
Medical Supplies$403,671,868$403,671,868
Miscellaneous$58,484,264$45,784,228$11,612,070$1,087,966
UBIT Income Tax$5,000$5,000

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$3,640,368,028TotalAmt
Program Services$3,415,816,394ProgramServicesAmt
Management And General$201,975,113ManagementAndGeneralAmt
Fundraising$22,576,521FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$34,035,005BOYAmt
EOY$1,908,811EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$294,403,081BOYAmt
EOY$553,583,280EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$331,140,359BOYAmt
EOY$253,457,807EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$362,338,529BOYAmt
EOY$472,863,842EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$49,458,604BOYAmt
EOY$50,257,744EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$31,443,406BOYAmt
EOY$31,672,285EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$45,187,884BOYAmt
EOY$54,572,429EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$3,608,964,660LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$1,767,260,483LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$1,791,677,677BOYAmt
EOY$1,841,704,177EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$569,700,679BOYAmt
EOY$648,406,621EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$418,201,144BOYAmt
EOY$427,017,108EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$1,127,000BOYAmt
EOY$1,127,001EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$61,246,950BOYAmt
EOY$64,351,766EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$3,989,960,318BOYAmt
EOY$4,400,922,871EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$240,540,000BOYAmt
EOY$266,009,406EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$101,425,805BOYAmt
EOY$105,392,716EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$896,812,166BOYAmt
EOY$977,001,664EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$231,705,139BOYAmt
EOY$407,230,558EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$516,677,059BOYAmt
EOY$438,242,638EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,987,160,169BOYAmt
EOY$2,193,876,982EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$827,957,321BOYAmt
EOY$966,482,824EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$612,492,522BOYAmt
EOY$652,359,118EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$562,350,306BOYAmt
EOY$588,203,947EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,002,800,149BOYAmt
EOY$2,207,045,889EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$3,989,960,318BOYAmt
EOY$4,400,922,871EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$132,874,818ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$27,091,772NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$44,279,150OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit RequiredYes (1)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (1)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
SchoolYes (X)SchoolInd

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$645,431,640CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$695,504,873CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$684,757,248CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$800,273,551CurrentTaxYearMinus1YearAmt
Current Tax Year$691,914,187CurrentTaxYearAmt
Total$3,517,881,499TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$645,431,640CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$695,504,873CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$684,757,248CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$800,273,551CurrentTaxYearMinus1YearAmt
Current Tax Year$691,914,187CurrentTaxYearAmt
Total$3,517,881,499TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$3,517,881,499PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$70,328,911CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$118,800,048CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$47,068,647CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$107,512,560CurrentTaxYearMinus1YearAmt
Current Tax Year$46,631,938CurrentTaxYearAmt
Total$390,342,104TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,151,702CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,574,344CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$608,176CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year-$325,797CurrentTaxYearMinus1YearAmt
Current Tax Year$1,457,689CurrentTaxYearAmt
Total$4,466,114TotalAmt
FieldValueIRS element (for citing)
Total Support$3,912,689,717TotalSupportAmt
Gross Receipts Rltd Activities$12,945,385,117GrossReceiptsRltdActivitiesAmt
Public Support CY1700.89910PublicSupportCY170Pct
Public Support PY1700.89350PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule C IRS990ScheduleC

Total Direct Lobbying TotalDirectLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$292,550FilingOrganizationsTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$292,550FilingOrganizationsTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$3,632,502,435FilingOrganizationsTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$3,632,794,985FilingOrganizationsTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

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

Grassroots Nontaxable GrassrootsNontaxableGrp

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

Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp

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

Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp

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

Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp

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

Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus3$263,184CurrentYearMinus3Amt
Current Year Minus2$261,239CurrentYearMinus2Amt
Current Year Minus1$256,934CurrentYearMinus1Amt
Current Year$292,550CurrentYearAmt
Total$1,073,907TotalAmt

Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp

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

Schedule D IRS990ScheduleD

Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp

FieldValueIRS element (for citing)
Revenues Included$1,111,558RevenuesIncludedAmt
Assets Included$58,451,941AssetsIncludedAmt

Held Works Art HeldWorksArtGrp

FieldValueIRS element (for citing)
Revenues Included$20,164RevenuesIncludedAmt
FieldValueIRS element (for citing)
Collection Used Pub ExhibitionYes (X)CollectionUsedPubExhibitionInd
Coll Used Scholarly RsrchYes (X)CollUsedScholarlyRsrchInd
Collection Used PreservationYes (X)CollectionUsedPreservationInd
Coll Used Loan Or Exch ProgYes (X)CollUsedLoanOrExchProgInd

Collection Used Other Purposes CollectionUsedOtherPurposesGrp

FieldValueIRS element (for citing)
Collection Used Other PurposesYes (X)CollectionUsedOtherPurposesInd
Other Purposespublic ed & outreach prograOtherPurposesDesc
FieldValueIRS element (for citing)
Solicited Assets SaleYes (1)SolicitedAssetsSaleInd
Agent Trustee Etc0AgentTrusteeEtcInd

CY Endwmt Fund CYEndwmtFundGrp

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

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$844,642,514BeginningYearBalanceAmt
Contributions$39,933,556ContributionsAmt
Investment Earnings Or Losses$107,091,993InvestmentEarningsOrLossesAmt
Grants Or Scholarships-$9,017,823GrantsOrScholarshipsAmt
Other Expenditures-$34,071,010OtherExpendituresAmt
End Year Balance$948,579,230EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$887,329,315BeginningYearBalanceAmt
Contributions$35,880,046ContributionsAmt
Investment Earnings Or Losses-$37,379,832InvestmentEarningsOrLossesAmt
Grants Or Scholarships-$7,908,234GrantsOrScholarshipsAmt
Other Expenditures-$33,278,781OtherExpendituresAmt
End Year Balance$844,642,514EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$865,434,666BeginningYearBalanceAmt
Contributions$32,562,542ContributionsAmt
Investment Earnings Or Losses$26,787,748InvestmentEarningsOrLossesAmt
Grants Or Scholarships-$6,981,057GrantsOrScholarshipsAmt
Other Expenditures-$30,474,584OtherExpendituresAmt
End Year Balance$887,329,315EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$777,946,842BeginningYearBalanceAmt
Contributions$25,884,017ContributionsAmt
Investment Earnings Or Losses$96,424,339InvestmentEarningsOrLossesAmt
Grants Or Scholarships-$6,545,053GrantsOrScholarshipsAmt
Other Expenditures-$28,275,479OtherExpendituresAmt
End Year Balance$865,434,666EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.18980BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.49400PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.31620TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$93,415,421OtherCostOrOtherBasisAmt
Book Value$93,415,421BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$2,162,051,996OtherCostOrOtherBasisAmt
Depreciation$1,043,700,738DepreciationAmt
Book Value$1,118,351,258BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$58,730,151OtherCostOrOtherBasisAmt
Depreciation$43,806,688DepreciationAmt
Book Value$14,923,463BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$850,970,702OtherCostOrOtherBasisAmt
Depreciation$548,890,145DepreciationAmt
Book Value$302,080,557BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$443,796,390OtherCostOrOtherBasisAmt
Depreciation$130,862,912DepreciationAmt
Book Value$312,933,478BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$1,841,704,177TotalBookValueLandBuildingsAmt

Financial Derivatives FinancialDerivativesGrp

FieldValueIRS element (for citing)
Book Value-$2,723,103BookValueAmt
Method ValuationFMethodValuationCd

Other Securities OtherSecuritiesGrp (3 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
Limited Partnerships$395,592,722F
Mutual Funds$9,879,604F
Other$24,267,885F
FieldValueIRS element (for citing)
Total Book Value Securities$427,017,108TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (6 entries)

DescDescAmtAmt
Medical Self-Insurance Reserves$77,025,210
Refundable Deposits$395,044
Accrued Postretirement Benefit Cost$106,428,530
Annuities Payable$5,640,463
Refundable Federal Student Loans$24,299,310
Other Liabilities$224,454,081
FieldValueIRS element (for citing)
Total Liability$438,242,638TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$3,352,437,101TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$27,091,772NetUnrealizedGainsInvstAmt
Other Revenue-$28,521OtherRevenueAmt
Revenue Not Reported$27,063,251RevenueNotReportedAmt
Revenue Subtotal$3,325,373,850RevenueSubtotalAmt
Investment Expenses Not Incld$7,155,117InvestmentExpensesNotIncldAmt
Other Revenues Not Included$440,713,879OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$447,868,996RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$3,773,242,846TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$3,192,499,032TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$3,192,499,032ExpensesSubtotalAmt
Investment Expenses Not Incld2$7,155,117InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$440,713,879OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$447,868,996ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$3,640,368,028TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part III, Line 4:Part III, Line 4: Art Collection: The mission of the Lowe Art Museum, the art museum of the University of Miami, is to serve the University, the Greater South Florida communities, and national and international visitors as a teaching and exhibiting resource through its permanent and borrowed collections. The Museum: collects original, quality works of art primarily from Asia, Africa, Europe and the Americas; exhibits and preserves the permanent collection according to the highest professional standards; researches the permanent collection and publishes new findings in exhibition catalogues and articles; organizes traveling exhibitions and loans of individual works from the permanent collection to expand knowledge and appreciation of art both regionally and nationally; enhances the appreciation of the permanent collection through borrowed and organized traveling exhibitions and loans of individual works; and, supports, extends and enriches the mission of the University of Miami for students, faculty, scholars, residents, and visitors to South Florida to appreciate and more fully comprehend art and its history. More information on the Museum can be found on its website at www.miami.edu/lowe.
Part V, Line 4:Part V, Line 4: Endowment Funds: The University's endowment is used to support the University's mission which is to educate and nurture students, to create knowledge through its comprehensive research programs, and to provide patient care services to its community and beyond. Distributions from the University's endowment are mainly used for student scholarships and fellowships, endowed chairs, research, school/college support, academic program support, library support, and general University support.
Part X, Line 2:Fin 48 Footnote: The University is exempt from federal income taxes under section 501(c)(3) of the Internal Revenue Code. Accordingly, no provision for income taxes is made in the financial statements. At May 31, 2018, there were no uncertain tax positions. The University files tax returns with U.S. federal and other tax authorities for which the statute of limitations may go back to the year ended May 31, 2014.
Part XI, Line 2d - Other Adjustments:Refunds of Program service Rev. - Hospitals.& Clinics - 0 Refunds of Contributions - $28,521
Part XI, Line 4b - Other Adjustments:Amounts represent: tuition discounting, certain grants, expenses netted from revenues for GAAP purposes.
Part XII, Line 4b - Other Adjustments:Same as above
Part XI and XII, Line 4b:Other Revenue and Expense Reconciling Items: Tuition discounting $261,036,249, grants and contracts pass-through transactions from sponsoring agencies $184,212,798. Less: non-program related rental expenses $3,600,179; Ubit adjustment of $4,718; and direct expenses related to fundraising events $930,628.

Schedule E IRS990ScheduleE

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

Supplemental Information Detail SupplementalInformationDetail (2 entries)

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

Schedule F IRS990ScheduleF

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

Account Activities Outside US AccountActivitiesOutsideUSGrp (26 entries)

RegionRegionTxtType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxtRegion Total ExpendituresRegionTotalExpendituresAmtEmployeeEmployeeCnt
Central America & the CaribbeanProgram ServicesGrants to Recipients$70,635
East Asia & the PacificProgram ServicesGrants to Recipients$145,349
EuropeProgram ServicesGrants to Recipients$1,297,594
Middle East & North AfricaProgram ServicesGrants to Recipients$114,083
North AmericaProgram ServicesGrants to Recipients$356,259
South AmericaProgram ServicesGrants to Recipients$713,389
South AsiaProgram ServicesGrants to Recipients$93,409
Sub-Saharan AfricaProgram ServicesGrants to Recipients$1,499,884
Central American and the CaribbeanProgram ServicesTravel - Institutional Research and Education$145,477
East Asia & the PacificProgram ServicesTravel - Institutional Research and Education$414,998
EuropeProgram ServicesTravel - Institutional Research and Education$1,231,567
Middle East & North AfricaProgram ServicesTravel - Institutional Research and Education$130,342
North AmericaProgram ServicesTravel - Institutional Research and Education$313,345
Russia and Neighboring StatesProgram ServicesTravel - Institutional Research and Education$10,091
South AmericaProgram ServicesTravel - Institutional Research and Education$419,985
South AsiaProgram ServicesTravel - Institutional Research and Education$80,345
Sub-Saharan AfricaProgram ServicesTravel - Institutional Research and Education$139,283
Central America and the CaribbeanInvestmentsN/A$104,455,727
Central America and the CaribbeanProgram ServicesIndependent Contractors-Institutional Research and Education$40,0635
East Asia and the PacificProgram ServicesIndependent Contractors-Institutional Research and Education$18,9997
EuropeProgram ServicesIndependent Contractors-Institutional Research and Education$875,72229
Middle East and North AfricaProgram ServicesIndependent Contractors-Institutional Research and Education$73,5002
North AmericaProgram ServicesIndependent Contractors-Institutional Research and Education$501,18625
South AmericaProgram ServicesIndependent Contractors-Institutional Research and Education$40,81611
South AsiaProgram ServicesIndependent Contractors-Institutional Research and Education$70,7041
Sub-Saharan AfricaProgram ServicesIndependent Contractors-Institutional Research and Education$11,1943
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee83ContinuationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee83TotalEmployeeCnt
Subtotal Spent$4,290,602SubtotalSpentAmt
Continuation Spent$108,973,344ContinuationSpentAmt
Total Spent$113,263,946TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp (39 entries)

RegionRegionTxtPurpose Of GrantPurposeOfGrantTxtCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxtDescription Of Non Cash AsstDescriptionOfNonCashAsstTxtValuation Method UsedValuationMethodUsedDesc
Central America & the CaribbeanResearch$18,614CheckN/AN/A
Central America & the CaribbeanResearch$52,021Wire TransferN/AN/A
East Asia & the PacificResearch$27,841Wire TransferN/AN/A
East Asia & the PacificResearch$76,000Wire TransferN/AN/A
East Asia & the PacificResearch$41,508CheckN/AN/A
EuropeResearch$40,320Wire TransferN/AN/A
EuropeResearch$30,660Wire TransferN/AN/A
EuropeResearch$11,106Wire TransferN/AN/A
EuropeResearch$83,308Wire TransferN/AN/A
EuropeResearch$45,045Check/ Wire TransferN/AN/A
EuropeResearch$68,717Wire TransferN/AN/A
EuropeResearch$308,658Check/ Wire TransferN/AN/A
EuropeResearch$18,673Wire TransferN/AN/A
EuropeResearch$77,560Wire TransferN/AN/A
EuropeResearch$120,382CheckN/AN/A
EuropeResearch$19,596Wire TransferN/AN/A
EuropeResearch$36,942Wire TransferN/AN/A
EuropeResearch$358,591Wire TransferN/AN/A
EuropeResearch$16,466Check/ Wire TransferN/AN/A
EuropeGeneral Support$61,572Wire TransferN/AN/A
Middle East & North AfricaResearch$104,083Wire TransferN/AN/A
Middle East & North AfricaResearch$10,000Wire TransferN/AN/A
North AmericaResearch$217,013CheckN/AN/A
North AmericaResearch$89,193CheckN/AN/A
North AmericaResearch$50,052CheckN/AN/A
South AmericaResearch$39,256Wire TransferN/AN/A
South AmericaResearch$406,433Wire TransferN/AN/A
South AmericaResearch$69,760Wire TransferN/AN/A
South AmericaResearch$179,340Wire TransferN/AN/A
South AmericaResearch$7,500Wire TransferN/AN/A
South AmericaGeneral Support$6,000Wire TransferN/AN/A
South AmericaGeneral Support$5,100Wire TransferN/AN/A
South AsiaResearch$93,409Wire TransferN/AN/A
Sub-Saharan AfricaResearch$84,000Wire TransferN/AN/A
Sub-Saharan AfricaResearch$227,212Wire TransferN/AN/A
Sub-Saharan AfricaResearch$181,233Wire TransferN/AN/A
Sub-Saharan AfricaResearch$555,206Wire TransferN/AN/A
Sub-Saharan AfricaResearch$386,232Wire TransferN/AN/A
Sub-Saharan AfricaResearch$66,000Wire TransferN/AN/A
FieldValueIRS element (for citing)
Total501c3 Org5Total501c3OrgCnt
Total Other Org34TotalOtherOrgCnt

Foreign Individuals Grants ForeignIndividualsGrantsGrp (9 entries)

Type Of AssistanceTypeOfAssistanceTxtRegionRegionTxtRecipientRecipientCntCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxtDescription Of Non Cash AsstDescriptionOfNonCashAsstTxtValuation Method UsedValuationMethodUsedDesc
Scholarships, Fellowship GrantsCentral America and the Caribbean62$1,250,635CheckN/AN/A
Scholarships, Fellowship GrantsEast Asia and the Pacific597$7,747,649CheckN/AN/A
Scholarships, Fellowship GrantsEurope221$5,832,834CheckN/AN/A
Scholarships, Fellowship GrantsMiddle East and North Africa73$1,197,397CheckN/AN/A
Scholarships, Fellowship GrantsNorth America70$1,448,184CheckN/AN/A
Scholarships, Fellowship GrantsRussia and Neighboring States28$487,427CheckN/AN/A
Scholarships, Fellowship GrantsSouth America223$3,438,269CheckN/AN/A
Scholarships, Fellowship GrantsSouth Asia102$2,041,310CheckN/AN/A
Scholarships, Fellowship GrantsSub-Saharan Africa25$629,116CheckN/AN/A
FieldValueIRS element (for citing)
Transfer To Foreign CorpYes (1)TransferToForeignCorpInd
Interest In Foreign Trust0InterestInForeignTrustInd
Foreign Corp OwnershipYes (1)ForeignCorpOwnershipInd
Passive Foreign Investmest CoYes (1)PassiveForeignInvestmestCoInd
Foreign PartnershipYes (1)ForeignPartnershipInd
Boycott CountriesYes (1)BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

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

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Phone SolicitationsYes (X)PhoneSolicitationsInd
Agrmt Prof Fundraising ActyYes (1)AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp

Organization Business Name OrganizationBusinessName

FieldValueIRS element (for citing)
Business Name Line1Ruffalo Noel LevitzBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11025 Kirkwood PkwAddressLine1Txt
CityCedarRapidsCityNm
State AbbreviationIAStateAbbreviationCd
ZIP52404ZIPCd
FieldValueIRS element (for citing)
ActivityCampaign ManagementActivityTxt
Fundraiser Control Of Funds0FundraiserControlOfFundsInd
Gross Receipts$783,628GrossReceiptsAmt
Retained By Contractor$567,736RetainedByContractorAmt
Net To Organization$215,892NetToOrganizationAmt
FieldValueIRS element (for citing)
Total Gross Receipts$783,628TotalGrossReceiptsAmt
Total Retained By Contractors$567,736TotalRetainedByContractorsAmt
Total Net To Organization$215,892TotalNetToOrganizationAmt
Licensed StatesALLicensedStatesCd
Licensed StatesAKLicensedStatesCd
Licensed StatesAZLicensedStatesCd
Licensed StatesARLicensedStatesCd
Licensed StatesCALicensedStatesCd
Licensed StatesCOLicensedStatesCd
Licensed StatesCTLicensedStatesCd
Licensed StatesDELicensedStatesCd
Licensed StatesDCLicensedStatesCd
Licensed StatesFLLicensedStatesCd
Licensed StatesGALicensedStatesCd
Licensed StatesHILicensedStatesCd
Licensed StatesIDLicensedStatesCd
Licensed StatesILLicensedStatesCd
Licensed StatesINLicensedStatesCd
Licensed StatesIALicensedStatesCd
Licensed StatesKSLicensedStatesCd
Licensed StatesKYLicensedStatesCd
Licensed StatesLALicensedStatesCd
Licensed StatesMELicensedStatesCd
Licensed StatesMDLicensedStatesCd
Licensed StatesMALicensedStatesCd
Licensed StatesMILicensedStatesCd
Licensed StatesMNLicensedStatesCd
Licensed StatesMSLicensedStatesCd
Licensed StatesMOLicensedStatesCd
Licensed StatesMTLicensedStatesCd
Licensed StatesNELicensedStatesCd
Licensed StatesNVLicensedStatesCd
Licensed StatesNHLicensedStatesCd
Licensed StatesNJLicensedStatesCd
Licensed StatesNMLicensedStatesCd
Licensed StatesNYLicensedStatesCd
Licensed StatesNCLicensedStatesCd
Licensed StatesNDLicensedStatesCd
Licensed StatesOHLicensedStatesCd
Licensed StatesOKLicensedStatesCd
Licensed StatesORLicensedStatesCd
Licensed StatesPALicensedStatesCd
Licensed StatesPRLicensedStatesCd
Licensed StatesRILicensedStatesCd
Licensed StatesSCLicensedStatesCd
Licensed StatesSDLicensedStatesCd
Licensed StatesTNLicensedStatesCd
Licensed StatesTXLicensedStatesCd
Licensed StatesVILicensedStatesCd
Licensed StatesUTLicensedStatesCd
Licensed StatesVTLicensedStatesCd
Licensed StatesVALicensedStatesCd
Licensed StatesWALicensedStatesCd
Licensed StatesWVLicensedStatesCd
Licensed StatesWILicensedStatesCd
Licensed StatesWYLicensedStatesCd

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1Dinner GalaEvent1Nm
Gross Receipts Event1$640,525GrossReceiptsEvent1Amt
Charitable Contri Event1$599,540CharitableContriEvent1Amt
Gross Revenue Event1$40,985GrossRevenueEvent1Amt
Rent Facility Costs Event1$51,896RentFacilityCostsEvent1Amt
Food And Beverage Event1$226,586FoodAndBeverageEvent1Amt
Entertainment Event1$123,832EntertainmentEvent1Amt
Other Direct Expenses Event1$84,888OtherDirectExpensesEvent1Amt
Event2Dinner GalaEvent2Nm
Gross Receipts Event2$391,426GrossReceiptsEvent2Amt
Charitable Contri Event2$350,611CharitableContriEvent2Amt
Gross Revenue Event2$40,815GrossRevenueEvent2Amt
Non Cash Prizes Event2$420NonCashPrizesEvent2Amt
Rent Facility Costs Event2$75,938RentFacilityCostsEvent2Amt
Food And Beverage Event2$2,958FoodAndBeverageEvent2Amt
Entertainment Event2$23,435EntertainmentEvent2Amt
Other Direct Expenses Event2$39,352OtherDirectExpensesEvent2Amt
Other Events Total11OtherEventsTotalCnt
Gross Receipts Other Events$950,572GrossReceiptsOtherEventsAmt
Charitable Contri Other Events$730,157CharitableContriOtherEventsAmt
Gross Revenue Other Events$220,415GrossRevenueOtherEventsAmt
Non Cash Prizes Other Events$4,675NonCashPrizesOtherEventsAmt
Food And Beverage Other Events$119,951FoodAndBeverageOtherEventsAmt
Entertainment Other Events$81,744EntertainmentOtherEventsAmt
Oth Direct Expnss Other Events$94,953OthDirectExpnssOtherEventsAmt
Gross Receipts Total$1,982,523GrossReceiptsTotalAmt
Charitable Contributions Tot$1,680,308CharitableContributionsTotAmt
Gross Revenue Total Events$302,215GrossRevenueTotalEventsAmt
Non Cash Prizes Total Events$5,095NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events$127,834RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$349,495FoodAndBeverageTotalEventsAmt
Entertainment Total Events$229,011EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$219,193OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$930,628DirectExpenseSummaryEventsAmt
Net Income Summary-$628,413NetIncomeSummaryAmt

Schedule H IRS990ScheduleH

FieldValueIRS element (for citing)
Financial Assistance PolicyYes (1)FinancialAssistancePolicyInd
Written PolicyYes (1)WrittenPolicyInd
FPG Reference Free CareYes (1)FPGReferenceFreeCareInd
Percent200Yes (X)Percent200Ind
FPG Reference Discounted CareYes (1)FPGReferenceDiscountedCareInd
Percent400Yes (X)Percent400Ind
Free Care Medically IndigentYes (1)FreeCareMedicallyIndigentInd
Financial Assistance BudgetYes (1)FinancialAssistanceBudgetInd
Expenses Exceed Budget0ExpensesExceedBudgetInd
Annual Community Bnft Report0AnnualCommunityBnftReportInd

Financial Assistance At Cost Typ FinancialAssistanceAtCostTyp

FieldValueIRS element (for citing)
Total Community Benefit Expns$8,195,000TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$8,195,000NetCommunityBenefitExpnsAmt
Total Expense0.00230TotalExpensePct

Unreimbursed Medicaid UnreimbursedMedicaidGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$149,098,630TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$145,400,808DirectOffsettingRevenueAmt
Net Community Benefit Expns$3,697,822NetCommunityBenefitExpnsAmt
Total Expense0.00100TotalExpensePct

Total Financial Assistance Typ TotalFinancialAssistanceTyp

FieldValueIRS element (for citing)
Total Community Benefit Expns$157,293,630TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$145,400,808DirectOffsettingRevenueAmt
Net Community Benefit Expns$11,892,822NetCommunityBenefitExpnsAmt
Total Expense0.00330TotalExpensePct

Community Health Services CommunityHealthServicesGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$2,586,680TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$2,428,473DirectOffsettingRevenueAmt
Net Community Benefit Expns$158,207NetCommunityBenefitExpnsAmt
Total Expense0.00000TotalExpensePct

Health Professions Education HealthProfessionsEducationGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$21,181,263TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$3,182,446DirectOffsettingRevenueAmt
Net Community Benefit Expns$17,998,817NetCommunityBenefitExpnsAmt
Total Expense0.00490TotalExpensePct

Subsidized Health Services SubsidizedHealthServicesGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$1,143,666TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$1,143,666DirectOffsettingRevenueAmt

Research ResearchGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$181,867,330TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$175,914,923DirectOffsettingRevenueAmt
Net Community Benefit Expns$5,952,407NetCommunityBenefitExpnsAmt
Total Expense0.00160TotalExpensePct

Cash And In Kind Contributions CashAndInKindContributionsGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$124,282TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$124,282NetCommunityBenefitExpnsAmt
Total Expense0.00000TotalExpensePct

Total Other Benefits TotalOtherBenefitsGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$206,903,221TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$182,669,508DirectOffsettingRevenueAmt
Net Community Benefit Expns$24,233,713NetCommunityBenefitExpnsAmt
Total Expense0.00650TotalExpensePct

Total Community Benefits TotalCommunityBenefitsGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$364,196,851TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$328,070,316DirectOffsettingRevenueAmt
Net Community Benefit Expns$36,126,535NetCommunityBenefitExpnsAmt
Total Expense0.00980TotalExpensePct

Community Support CommunitySupportGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$1,742,688TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$1,636,765DirectOffsettingRevenueAmt
Net Community Benefit Expns$105,923NetCommunityBenefitExpnsAmt
Total Expense0.00000TotalExpensePct

Total Communtity Building Acty TotalCommuntityBuildingActyGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$1,742,688TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$1,636,765DirectOffsettingRevenueAmt
Net Community Benefit Expns$105,923NetCommunityBenefitExpnsAmt
Total Expense0.00000TotalExpensePct
FieldValueIRS element (for citing)
Bad Debt Expense ReportedYes (1)BadDebtExpenseReportedInd
Bad Debt Expense$83,324,041BadDebtExpenseAmt
Reimbursed By Medicare$248,555,916ReimbursedByMedicareAmt
Cost Of Care Reimbursed By Medcr$276,124,749CostOfCareReimbursedByMedcrAmt
Medicare Surplus Or Shortfall-$27,568,833MedicareSurplusOrShortfallAmt

Costing Methodology Used CostingMethodologyUsedGrp

FieldValueIRS element (for citing)
OtherYes (X)OtherInd
FieldValueIRS element (for citing)
Written Debt Collection PolicyYes (1)WrittenDebtCollectionPolicyInd
Financial Assistance PrvsnYes (1)FinancialAssistancePrvsnInd
Hospital Facilities1HospitalFacilitiesCnt

Hospital Facilities HospitalFacilitiesGrp

FieldValueIRS element (for citing)
Facility1FacilityNum

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1University of Miami Hospital & ClinicsBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11475 NW 12 AvenueAddressLine1Txt
CityMiamiCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33136ZIPCd
FieldValueIRS element (for citing)
Website Addresssylvester.orgWebsiteAddressTxt
State License#4074StateLicenseNum
Licensed HospitalYes (X)LicensedHospitalInd
General Medical And SurgicalYes (X)GeneralMedicalAndSurgicalInd
Teaching HospitalYes (X)TeachingHospitalInd
Emergency Room24 HrsYes (X)EmergencyRoom24HrsInd
OtherProspective Payment System Exempt HospitalOtherDesc

Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp

Hospital Facility Name HospitalFacilityName

FieldValueIRS element (for citing)
Business Name Line1University of Miami Hospitals and ClinicBusinessNameLine1Txt
FieldValueIRS element (for citing)
Facility1FacilityNum
First Licensed CY Or PY0FirstLicensedCYOrPYInd
Tax Exempt Hospital CY Or PY0TaxExemptHospitalCYOrPYInd
CHNA ConductedYes (1)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
CHNA Conducted16CHNAConductedYr
Take Into Account Others InputYes (1)TakeIntoAccountOthersInputInd
CHNA Conducted With Other Fclts0CHNAConductedWithOtherFcltsInd
CHNA Conducted With Non Fclts0CHNAConductedWithNonFcltsInd
CHNA Report Widely AvailableYes (1)CHNAReportWidelyAvailableInd
Rpt Available On Own WebsiteYes (X)RptAvailableOnOwnWebsiteInd
Own Website URLhttps://umiamihealth.org/sylvester-comprehensive-cancer-centerOwnWebsiteURLTxt
Paper Copy Public InspectionYes (X)PaperCopyPublicInspectionInd
Implementation Strategy AdoptYes (1)ImplementationStrategyAdoptInd
Implementation Strategy Adpt17ImplementationStrategyAdptYr
Strategy Posted Website0StrategyPostedWebsiteInd
Strategy AttachedYes (1)StrategyAttachedInd
Organization Incur Excise Tax0OrganizationIncurExciseTaxInd
Elig Criteria ExplainedYes (1)EligCriteriaExplainedInd
FPG Family Incm Lmt Free DscntYes (X)FPGFamilyIncmLmtFreeDscntInd
FPG Family Incm Lmt Free Care200.000000000000FPGFamilyIncmLmtFreeCarePct
FPG Family Incm Lmt Dscnt Care400.000000000000FPGFamilyIncmLmtDscntCarePct
Medical Indigency CriteriaYes (X)MedicalIndigencyCriteriaInd
Insurance Status CriteriaYes (X)InsuranceStatusCriteriaInd
Underinsurance Stat CriteriaYes (X)UnderinsuranceStatCriteriaInd
Residency CriteriaYes (X)ResidencyCriteriaInd
Explained BasisYes (1)ExplainedBasisInd
App Financial Asst ExplnYes (1)AppFinancialAsstExplnInd
Described InfoYes (X)DescribedInfoInd
Described Suprt DocYes (X)DescribedSuprtDocInd
Provided Hospital ContactYes (X)ProvidedHospitalContactInd
Includes Publicity MeasuresYes (1)IncludesPublicityMeasuresInd
FAP Available On WebsiteYes (X)FAPAvailableOnWebsiteInd
FAP Available On Website URLumiamihealth.org/sylvester-comprehensive-cancer-center/billing-insurance/fiFAPAvailableOnWebsiteURLTxt
FAP Summary On WebsiteYes (X)FAPSummaryOnWebsiteInd
FAP Summary On Website URLumiamihealth.org/sylvester-comprehensive-cancer-center/billing-insurance/fiFAPSummaryOnWebsiteURLTxt
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 Actions On NonpaymentYes (1)FAPActionsOnNonpaymentInd
Permit No ActionsYes (X)PermitNoActionsInd
Collection Activities0CollectionActivitiesInd
None MadeYes (X)NoneMadeInd
Nondis Emergency Care PolicyYes (1)NondisEmergencyCarePolicyInd
Prospective Medicare MedicaidYes (X)ProspectiveMedicareMedicaidInd
Amounts Generally Billed0AmountsGenerallyBilledInd
Gross Charges0GrossChargesInd

Supplemental Information SupplementalInformationGrp (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
University of Miami Hospitals and ClinicsPart V, Section B, Line 5: As a part of the Community Health Needs Assessment in 2016, both external and internal consumers were surveyed, and various focus groups were developed to get opinions on leading health issues. A telephone interview methodology was conducted of 2,701 individuals/healthcare consumers throughout Miami-Dade County, ages 18 and above by Professional Research Consultants, Inc. (PRC) Press Ganey surveys were used in 2015-2016 to internally survey patients at UMHC following treatment. UMHC contracted with Healthcare Council of South Florida (HCSF) to develop focus groups of health system leadership (in early 2016) and to consolidate the data of the community resident surveys and hospital data sets.
University of Miami Hospitals and ClinicsPart V, Section B, Line 6a: The organization did not prepare a community benefit report during the tax year.
University of Miami Hospitals and ClinicsPart V, Section B, Line 11: The hospital completed an Implementation Plan during 2017, which addresses the needs identified in the CHNA. Priority needs include: Access to Care; Chronic Disease Management; Availability of Primary Care and Prevention; Healthy Lifestyles: Exercise and Nutrition; and Elder Care/Geriatrics. As indicated in the Implementation Plan, all 5 of these priority needs have been addressed in the Implementation Strategy.

Supplemental Information Detail SupplementalInformationDetail (14 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part I, Line 6a:The organization did not prepare a community benefit report during the tax year.
Part I, Line 7:The Medicare cost report was used, except for 7b (Medicaid and other means-tested government programs). For 7b, a cost-to-charge ratio was used. The cost to charge ratio used for Medicaid cost calculation is based on the actual cost of Traditional Medicaid Fee-for-Service claims as reported on the Medicare Cost Report. These calculated costs (Inpatient Routine, Inpatient Ancillary, and Outpatient) are compared to the charges for these services reported on the same cost report. This ratio is used as the Medicaid cost-to-charge ratio to be applied to total gross Medicaid charges (both Traditional Fee for Service and Managed Care) as reported on the AHCA FUHRS report.
Part II, Community Building Activities:Community building activities include child abuse protection programs.
Part III, Line 2:Total bad debt expense is determined using the hospital's patient accounting records.
Part III, Line 3:Patients who render sufficient financial information to make a determination of eligibility under the hospitals' financial assistance policy are either treated as charity care (if they qualify) or given a "self- pay" discount (if they do not qualify as charity care).
Part III, Line 4:The hospitals' financial statements do not contain a footnote concerning bad debt. The University's financial statements account for bad debt as a reduction of revenue.
Part III, Line 8:The source of this information is the Medicare Cost Report data, which uses a "cost to charge" ratio methodology. The University of Miami Hospital and Clinics (UMHC) is a Prospective Payment System (PPS) hospital and, as such, is cost based reimbursed for both inpatient and outpatient services. For inpatient services, the limit is the TEFRA target limit. The hospital, on occasion, exceeds the target rate and does not receive full cost reimbursement. The TEFRA target amount is updated by the Medicare program annually by the TEFRA updating factor. However, the amount of the TEFRA updating factor is always significantly less than the actual healthcare inflation factor because the Medicare program includes a "budget neutrality" factor for the overall Medicare program. For outpatient services, the limit is the payment to cost ratio (PCR). The PCR was established using a base year, which was 1996, at a rate of 85.5% of cost. The PCR for all exempt cancer centers was 91% through 12/31/17, and then 88% from 1/1/18 to 5/31/18; therefore, the hospital currently does not receive payment for a range of 9% to 12% of its outpatient cost.
Part III, Line 9b:Note 3 of the financial statements reads in-part as follows: "the hospital provides care to patients who are financially unable to pay for the healthcare services they receive, and because the Hospital does not pursue collection of amounts determined to qualify as charity care, they are not reported in revenue."
Part VI, Line 2:Needs assessment: The communities' healthcare needs are assessed by the organization in collaboration with the Miami-Dade County Public Health Trust (PHT).
Part VI, Line 3:Patient education of eligibility for assistance: The organization informs and educates patients through public service announcements, advertising, and development activities. Further, patients are assisted with qualifying for Medicaid and other state programs.
Part VI, Line 4:Community information: The community served by the organization is Miami-Dade County, Broward County, Collier County and the Palm Beaches, which are large urban areas. Since these South Florida counties have a large immigration population, many patients are uninsured, under-insured, or Medicaid recipients. The national economic crisis and the high level of unemployment have exacerbated this issue.
Part VI, Line 5:Promotion of community health: A majority of the hospitals' governing body is comprised of persons who reside in the Hospitals' primary service area who are neither employees nor contractors of the Hospital, nor family members thereof. The Hospital extends medical staff privileges to all qualified physicians in its community for some or all of its departments. In order to improve patient care and access to the specialized healthcare services, the organization applies a significant portion of any surplus to capital budget for new technology, new medical equipment, building renovations, and other betterments and improvements.
Part VI, Line 6:Affiliated health care system: The organization has an affiliation agreement with Miami-Dade County's Public Health Trust (PHT) to provide teaching physicians who supervise PHT's interns and residents at Jackson Memorial Hospital.
Part VI, Line 7:State filing of community benefit report: Not applicable

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (180 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtValuation Method UsedValuationMethodUsedDescNon Cash AssistanceNonCashAssistanceDescPurpose Of GrantPurposeOfGrantTxtAddress Line2USAddress/AddressLine2Txt
ACEER FOUNDATION
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ALGYNOMICS INC
PO BOX 2451CHAPEL HILLNC27514203217603$13,237N/AN/ARESEARCH
AMERICAN HEART ASSOCIATION INC
PO BOX 841750DALLASTX75284135613797501(c)(3)$143,942N/AN/ARESEARCH
ARIZONA STATE UNIVERSITY
THE BIODESIGN INSTITUTE-1001 STEMPEAZ85287860196696State of AZ$147,902N/AN/ARESEARCHMCALLISTER AVE
ATMOSPHERIC AND ENVIRONMENTAL RESEARCH
PO BOX 5175NEW YORKNY10087042608324$65,036N/AN/ARESEARCH
AUBURN UNIVERSITY
208 M WHITE SMITH HALL-308 MELLAUBURN UNIVERSITYAL36849636000724State of AL$12,216N/AN/ARESEARCHSTREET
BAYSTATE MEDICAL CENTER
759 CHESTNUT STREETSPRINGFIELDMA01199042790311501(c)(3)$44,873N/AN/ARESEARCH
BECKMAN COULTER
5350 LAKEVIEW PARKWAY SOUTH DRINDIANAPOLISIN46268951040600501(c)(3)$15,802N/AN/ARESEARCH
BENAROYA RESEARCH INSTITUTE AT VIRGINIA MASON
1201 NINTH AVENUE AT VIRGINIA MASONSEATTLEWA98101910653422501(c)(3)$23,869N/AN/ARESEARCH
BOARD OF REGENTS OF THE UNIVERSITY OF WISCONSIN SYSTEM
21 N PARK STREET-SUITE 6401MADISONWI53715391805963501(c)(3)$694,689N/AN/ARESEARCH
BRANDEIS UNIVERSITY
515 SOUTH ST MS079 WSRCWALTHAMMA02453042103552501(c)(3)$28,166N/AN/ARESEARCH
BROWN UNIVERSITY
69 BROWN STREET BOX 1997PROVIDENCERI02912050258809501(c)(3)$159,020N/AN/ARESEARCH
BURNING VISIONS PRODUCTIONS INC
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CALIFORNIA PACIFIC MEDICAL CENTER RESEARCH INSTITUTE
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CASE WESTERN RESERVE UNIVERSITY
10900 EUCLID AVENUE NORD HALL 615CLEVELANDOH44106341018992501(c)(3)$405,467N/AN/ARESEARCH
CEDARS SINAI MEDICAL CENTER
8700 BEVERLY BLVD FINANCE DEPTLOS ANGELESCA90048951644600501(c)(3)$31,657N/AN/ARESEARCH
CENTER FOR FAMILY AND CHILD ENRICHMENT INC
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CENTER FOR HAITIAN STUDIES INC
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CHILDRENS HOSP OF PHILADELPHIA
34TH ST AND CIVIC CENTER BLVDPHILADELPHIAPA19104231352166501(c)(3)$11,921N/AN/ARESEARCH
CINCINNATI CHILDREN'S HOSPITAL MEDICAL CENTER
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CLEVELAND CLINIC FLORIDA
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COLLABORATIVE DRUG DISCOVERY INC
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COLORADO SEMINARY
2199 S University BlvdDENVERCO80210840404231501(c)(3)$38,475N/AN/ARESEARCH
COLORADO STATE UNIVERSITY
6003 CAMPUS DELIVERY 555 S HOWES STFORT COLLINSCO80523846000545State of CO$49,765N/AN/ARESEARCHST
COLUMBIA UNIVERSITY
RESTRICTED FUNDS DIV MAIL CODENEW YORKNY10019135598093501(c)(3)$2,229,942N/AN/ARESEARCH7409-1700 BROADWAY
CONCEPT HEALTH SYSTEMS INC
162 NE 49TH STMIAMIFL33137237063810501(c)(3)$79,469N/AN/ARESEARCH
CONNECTFAMILIAS INC
1111 SW 8TH ST STE 207MIAMIFL33130371646586$75,736N/AN/ARESEARCH
CONSOLIDATED SAFETY SERVICES INCORPORATED
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CORNELL UNIVERSITY
PO BOX 22ITHACANY14851150532082501(c)(3)$20,066N/AN/ARESEARCH
CRAIG HOSPITAL
3425 S CLARKSON ST BUSINESS OFFICEENGLEWOODCA80113840404233501(c)(3)$184,430N/AN/ARESEARCH
CUBAN STUDIES INSTITUTE INC
1500 SDIXIE HIGHWAY BOA BUILDINGCORAL GABLESFL33146822424147$144,509N/AN/ARESEARCHSTE 200
DREXEL UNIVERSITY
3201 ARCH STREET 340PHILADELPHIAPA19104231352630501(c)(3)$87,935N/AN/ARESEARCH
DUKE UNIVERSITY
PO BOX 602651CHARLOTTENC28260560532129501(c)(3)$317,905N/AN/ARESEARCH
EASTERN VIRGINIA MEDICAL SCHOOL
PO BOX 1980NORFOLKVA23501546055378$45,655N/AN/ARESEARCH
EMMUNE INC
130 SCRIPPS WAYJUPITERFL33458462445960$81,688N/AN/ARESEARCH
EMORY UNIVERSITY
PO BOX 935084ATLANTAGA31193580566256501(c)(3)$771,001N/AN/ARESEARCH
FLORIDA ALLIANCE FOR ASSISTIVE SERVICES AND TECHNOLOGY INC
820 E PARK AVE STE D200TALLAHASSEEFL32301593352342501(c)(3)$161,564N/AN/ARESEARCH
FLORIDA ATLANTIC UNIVERSITY
PO BOX 198660ATLANTAGA30384650385507State of FL$147,680N/AN/ARESEARCH
FLORIDA DEPARTMENT OF HEALTH
832 WEST CENTRAL BLVDORLANDOFL32805593502843State of FL$53,404N/AN/ARESEARCH
FLORIDA FISH AND WILDLIFE CON
PO BOX 6150TALLALHASSEEFL33701593105845State of FL$23,003N/AN/ARESEARCH
FLORIDA GULF COAST UNIVERSITY
10501 FGCU BLVD SFT MYERSFL33965650753801State of FL$89,109N/AN/ARESEARCH
FLORIDA INSTITUTE FOR HUMAN & MACHINE COGNITION INC
40 S ALCANIZ ST FL -6008PENSACOLAFL32502200760849$101,692N/AN/ARESEARCH
FLORIDA INTERNATIONAL UNIVERSITY
3000 NE 151ST STREETNORTH MIAMIFL33181650177616State of FL$669,972N/AN/ARESEARCH
FLORIDA KEYS AHEC INC
5800 OVERSEAS HIGHWAY SUITE 38MARATHONFL33050650183810501(c)(3)$569,355N/AN/ARESEARCH
FLORIDA REHAB PROFESSIONALS
401 MIRACLE MILE SUITE 403CORAL GABLESFL33134450601954$150,355N/AN/ARESEARCH
FLORIDA STATE UNIVERSITY
874 TRADITIONS WAYTALLAHASSEEFL32306591961248State of FL$1,329,932N/AN/ARESEARCH
FROST MUSEUM OF SCIENCE INC
1101 BISCAYNE BLVDMIAMIFL33132590854960501(c)(3)$2,066,729N/AN/ARESEARCH
GATEWAY COMMUNITY SERVICES
555 STOCKTON STREETJACKSONVILLEFL32204591881828501(c)(3)$15,722N/AN/ARESEARCH
GENSCRIPT USA INC
860 CENTENNIAL AVEPISCATAWAYNJ08854364654831$5,489N/AN/ARESEARCH
GEORGIA TECH RESEARCH CORP
505 TENTH STREET NWATLANTAGA30318580603146501(c)(3)$168,209N/AN/ARESEARCH
H LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE INC
12902 USF MAGNOLIA DRTAMPAFL33612592451713501(c)(3)$39,577N/AN/ARESEARCH
H LEE MOFFITT CANCER CNTR & RESEARCH INSTITUTE HOSPITAL INC
PO BOX 742801ATLANTAGA30374593238634501(c)(3)$472,502N/AN/ARESEARCH
HARVARD UNIVERSITY
PO BOX 415649BOSTONMA02241042103580501(c)(3)$28,637N/AN/ARESEARCH
HEALTH CHOICE NETWORK INC
9064 NW 13 TERRACEDORALFL33172650504316501(c)(3)$171,014N/AN/ARESEARCH
HENRY FORD HEALTH SYSTEM
1 FORD PL 5EDETROITMI48202381357020501(c)(3)$271,242N/AN/ARESEARCH
HENRY M JACKSON FOUNDATION FOR THE ADVANCEMENT OF MILITARY MEDICINE INC
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HJR REEFSCAPING
PO BOX 1126HORMIGUEROSPR00660660704731$24,000N/AN/ARESEARCH
ICAHN SCHOOL OF MEDICINE AT MOUNT SINAI
1 GUSTAVE L LEVY PL ATTN RAJ APPAVUNEW YORKNY10029136171197501(c)(3)$17,784N/AN/ARESEARCHBOX 3500
ILLINOIS INSTITUTE OF TECHNOLOGY
3300 SOUTH FEDERAL STREET MAIN BLDGCHICAGOIL60616362170136501(c)(3)$10,316N/AN/ARESEARCHROOM 301
INDIANA UNIVERSITY
400 EAST 7 STREET-POPLARS BUILDINGBLOOMINGTONIN47405356001673State of IN$313,076N/AN/ARESEARCHROOM 501
J CRAIG VENTER INSTITUTE
4120 CAPRICORN LANELA JOLLACA92037521842938501(c)(3)$16,935N/AN/ARESEARCH
JESSIE TRICE COMMUNITY HEALTH
5607 NW 27TH AVE STE 1MIAMIFL33142591235617501(c)(3)$14,842N/AN/ARESEARCH
JOHNS HOPKINS UNIVERSITY
CENTRAL LOCKBOX C/O BOA-12529CHICAGOIL60693520595110501(c)(3)$9,129N/AN/ARESEARCHCOLLECTIONS CENTER DR
KUMC RESEARCH INSTITUTE INC
3901 RAINBOW BLVD MS1039KANSAS CITYKS66160481108830501(c)(3)$52,149N/AN/ARESEARCH
LA JOLLA INSTITUTE FOR ALLERGY AND IMMUNOLOGY
9420 ATHENA CIRLA JOLLACA92037330328688501(c)(3)$23,772N/AN/ARESEARCH
MANHATTAN COLLEGE
4513 MANHATTAN COLLEGE PKWY MIGUELRIVERDALENY10471131740468501(c)(3)$10,599N/AN/ARESEARCHHALL 1 FLOOR
MASS GENERAL HOSPITAL CORP
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MAYO CLINIC JACKSONVILLE
PO BOX 4006ROCHESTERMN55903593337028501(c)(3)$17,928N/AN/ARESEARCH
MAYO CLINIC ROCHESTER
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MCLEAN HOSPITAL
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MEDICAL UNIVERSITY OF SOUTH CAROLINA
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MEDSTAR HEALTH RESEARCH INSTITUTE
PO BOX 418223BOSTONMA02241526056274501(c)(3)$84,522N/AN/ARESEARCH
MEMORIAL SLOAN-KETTERING CANCER CENTER
FINANCE/MISC GPO PO BOX 26338NEW YORKNY10087131924236$26,017N/AN/ARESEARCH
MER CONSULTANTS LLC
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MIAMI DADE AHEC
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MIAMI DADE COLLEGE
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MONTEREY BAY AQUARIUM RESEARCH INSTITUTE
7700 SANDHOLDT ROADMOSS LANDINGCA95039770150580501(c)(3)$170,754N/AN/ARESEARCH
MOREHOUSE SCHOOL OF MEDICINE
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MOUNT SINAI MEDICAL CENTER OF FLORIDA INC
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NATURE AMERICA INC
PO BOX 512257PHILADELPHIAPA19175133066007$5,200N/AN/ARESEARCH
NAVAL RESEARCH LABORATORY
4555 OVERLOOK AVE SW BLDG222 RM217WASHINGTONDC20375311575142US Govt$180,000N/AN/ARESEARCH
NEW JERSEY INSTITUTE OF TECHNOLOGY
PO BOX 18110NEWARKNJ07191226000910State of NJ$50,879N/AN/ARESEARCH
NORTH CAROLINA AGRICULTURAL AND TECHNICAL STATE UNIVERSITY
1601 EAST MARKET CASHIERS OFFICEGREENSBORONC27411566000007State of NC$224,009N/AN/ARESEARCHDOWDY ADMIN BLDG
NORTH CAROLINA STATE UNIVERSITY
CAMPUS BOX 7514-ADMIN SVCS IIIRALEIGHNC27695566000756State of NC$157,838N/AN/ARESEARCHSUITE 240
NORTHWESTERN UNIVERSITY
LIFE SCIECES FINANCIAL SVCS-2205EVANSTONIL60201362167817501(c)(3)$121,741N/AN/ARESEARCHTECH DRIVE ROOM 2-150
NOVA SOUTHEASTERN UNIVERSITY
EM PAPPER CLINICAL IMMUNOLOGY 3321DAVIEFL33314591083502501(c)(3)$936,198N/AN/ARESEARCHCOLLEGE AVE STE 490
NYU SCHOOL OF MEDICINE
1 PARK AVENEW YORKNY10016135562309$52,040N/AN/ARESEARCH
OREGON STATE UNIVERISITY
312 KERR ADMINISTRATION BLDCORVALLISOR97331611730890State of OR$93,771N/AN/ARESEARCH
PALO ALTO RESEARCH CENTER INC
3333 COYOTE HILL ROADPALO ALTOCA94304046387876$385,765N/AN/ARESEARCH
PENNSYLVANIA STATE UNIVERSITY
RESEARCH ACCOUNTING 227 W BEAVERSTATE COLLEGEPA16801246000376State of PA$38,917N/AN/ARESEARCHAVE STE 401
PRESIDENT AND FELLOWS OF HARVARD COLLEGE
677 HUNTINGTON AVE CCPE-DEPT ABOSTONMA02115042103580501(c)(3)$88,838N/AN/ARESEARCH
REAL PREVENTION LLC
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REGENTS OF THE UNIV OF CALIFORNIA RIVERSIDE
ACCOUNTING OFFICE -002 900RIVERSIDECA92521956006142State of CA$17,601N/AN/ARESEARCHUNIVERSTITY AVENUE
REGENTS OF THE UNIVERSITY OF CALIFORNIA
PSC BOX 957089 1125 MURPHY HALL-405LOS ANGELESCA90095943067788501(c)(3)$978,525N/AN/ARESEARCHHILGARD AVE
REGENTS OF THE UNIVERSITY OF CALIFORNIA SANTA BARBARA
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REMOTE MEASUREMENTS AND RESEARCH
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RESEARCH FOUNDATION FOR THE STATE UNIVERSITY OF NEW YORK
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SALK INSTITUTE FOR BIOLOGICAL STUDIES
GT3 CORE-10010 N TORREY PINES ROADLA JOLLACA92037952160097501(c)(3)$84,839N/AN/ARESEARCH
SAN JOSE STATE UNIVERSITY
210 N FOURTH STREET 4TH FLOORSAN JOSECA95112946017638501(c)(3)$2,955,333N/AN/ARESEARCH
SANFORD BURNHAM PREBYS MEDICAL DISCOVERY INSTITUTE
SBP MED DISC INST LAKE NONA 6400ORLANDOFL32827510197108501(c)(3)$176,254N/AN/ARESEARCHSANGER ROAD
SCHOOL BOARD MIAMI DADE COUNTY
1450 NE 2ND AVE STE 615MIAMIFL33132596000572M. Dade County$9,034N/AN/ARESEARCH
SIEMENS MEDICAL SOLUTIONS USA
PO BOX 223692PITTSBURGHPA15251942784998$40,692N/AN/ARESEARCH
SIMPSON WEATHER ASSOCIATES INC
809 E JEFFERSON STCHARLOTTESVILVA22902541132684$35,847N/AN/ARESEARCH
SOUTH FLORIDA VA FOUNDATION
1201 NW 16TH ST ROOM D806MIAMIFL33125650207903501(c)(3)$227,935N/AN/ARESEARCH
SPECTRUM PROGRAMS INC
6100 BLUE LAGOON DRIVE SUITE 400MIAMIFL33126591415981501(c)(3)$47,389N/AN/ARESEARCH
SPEECH PATHOLOGY AND EDUCATION
8510 SW 8TH STMIAMIFL33144650303523$231,400N/AN/ARESEARCH
ST JUDE CHILDRENS RESEARCH HOSPITAL
PO BOX 1000 DEPT 949MEMPHISTN38148620646012501(c)(3)$38,927N/AN/ARESEARCH
STANFORD UNIVERSITY
651 SERRA ST SUITE 220STANFORDCA94305941156365501(c)(3)$158,824N/AN/ARESEARCH
TEXAS A&M ENGINEERING EXPERIMENT STATION - FISCAL OFFICE
7607 EASTMARK DRIVE-SUITE 112 MSCOLLEGE STATIONTX77840741974733State of TX$104,962N/AN/ARESEARCH3124
TEXAS A&M UNIVERSITY
4352-CONSERVATION RESEARCH LABCOLLEGE STATIONTX77843742907553State of TX$115,641N/AN/ARESEARCH
THE GENEVA FOUNDATION
917 PACIFIC AVE STE 600TACOMAWA98402911593913501(c)(3)$16,370N/AN/ARESEARCH
THE REGENTS OF THE UNIVERSITY OF CALIFORNIA
9500 GILMAN DRIVE MC0225LA JOLLACA92093946036493State of CA$723,721N/AN/ARESEARCH
THE SCRIPPS RESEARCH INSTITUTE
10550 N TORREY PINES RDLA JOLLACA92037330435954501(c)(3)$464,697N/AN/ARESEARCH
THE UNIVERSITY OF ALABAMA AT BIRMINGHAM
510 20TH ST SOUTHBIRMINGHAMAL35294636005396State of AL$17,891N/AN/ARESEARCH
THERAPY AND LEARNING CORP
PO BOX 565142MIAMIFL33256830471851$11,085N/AN/ARESEARCH
THERAPY BY DESIGN INC
17670 NW 78TH AVE STE 113MIAMIFL33015900060916$23,105N/AN/ARESEARCH
TRANSLATIONAL GENOMICS RESEARCH
445 N FIFTH STREET SUITE 600PHOENIXAZ85004753065445501(c)(3)$98,318N/AN/ARESEARCH
TULANE UNIVERSITY
6823 ST CHARLES AVENUENEW ORLEANSLA70118720423889501(c)(3)$364,919N/AN/ARESEARCH
UNIV OF CALIFORNIA SAN DIEGO
9500 GILMAN DRIVELA JOLLACA92093956006144State of CA$64,772N/AN/ARESEARCH
UNIVERSIDAD CENTRAL DEL CARIBE INC
PO BOX 60327BAYAMONPR00960660349669501(c)(3)$124,682N/AN/ARESEARCH
UNIVERSIDAD DEL TURABO
PO BOX 21345SAN JUANPR00928660201206501(c)(3)$60,021N/AN/ARESEARCH
UNIVERSITY CORPORATION FOR ATMOSPHERIC RESEARCH
P O BOX 3000 ATMOSPHERIC RESEARCHBOULDERCO80307840412668501(c)(3)$195,977N/AN/ARESEARCHUCAR
UNIVERSITY OF ARIZONA
1303 E UNIVERSITY BLVD BOX 3TUCSONAZ85719866004791State of AZ$5,464N/AN/ARESEARCH
UNIVERSITY OF CALIFORNIA
ONE SHIELDS AVE MS1C ROOM 126DAVISCA95616952226406State of CA$5,183N/AN/ARESEARCH
UNIVERSITY OF CALIFORNIA DAVIS
CASHIERS OFFICE PO BOX 989062WEST SACRAMENTOCA95798946036494State of CA$34,042N/AN/ARESEARCH
UNIVERSITY OF CENTRAL FLORIDA
PO BOX 160118ORLANDOFL32816592924021State of FL$100,421N/AN/ARESEARCH
UNIVERSITY OF CINCINNATI
PO BOX 932641CLEVELANDOH44193316000989State of OH$68,471N/AN/ARESEARCH
UNIVERSITY OF COLORADO DENVER
12850 E MONTVIEW BLVD-C238 RMAURORACO80045846000555State of CO$286,277N/AN/ARESEARCHV20-4132
UNIVERSITY OF FLORIDA
123 GRINTER HALL P O BOX 113001GAINESVILLEFL32611596002052State of FL$798,668N/AN/ARESEARCH
UNIVERSITY OF HOUSTON
4800 CALHOUN ROADHOUSTONTX77204746001399State of TX$61,943N/AN/ARESEARCH
UNIVERSITY OF ILLINOIS
GRANTS CONTRACTS 1901 S FIRSTCHAMPAIGNIL61820376000511501(c)(3)$271,251N/AN/ARESEARCHST-STE A MC685
UNIVERSITY OF IOWA
5270 CBRBIOWA CITYIA52242426004813State of IA$129,379N/AN/ARESEARCH
UNIVERSITY OF KANSAS
1000 SUNNYSIDE AVE-ROOM 4082LAWRENCEKS66045481124839$17,092N/AN/ARESEARCH
UNIVERSITY OF LOUISIANA AT LAFAYETTE
PO BOX 42570LAFAYETTELA70504726000820State of LA$750,562N/AN/ARESEARCH
UNIVERSITY OF MARYLAND
PO BOX 41428BALTIMOREMD21203526002033State of MD$23,331N/AN/ARESEARCH
UNIVERSITY OF MASSACHUSETTS
55 LAKE AVENUE NORTH ATTENTIONWORCESTERMA01655043167352State of MA$26,976N/AN/ARESEARCHMEDICAL SCHOOL BURSAR
UNIVERSITY OF MINNESOTA
C/O UNIV TAX MNGMT 2221 UNIVERSITYMINNEAPOLISMN55414416007513State of MN$491,426N/AN/ARESEARCHAVE SE-SUITE 111
UNIVERSITY OF NEW MEXICO
LATIN AMERICAN IBERIAN INSTITUTEALBUQUERQUENM87131856000642$73,958N/AN/ARESEARCHMSC02 1690
UNIVERSITY OF NORTH CAROLINA
C/O BOA LOCKBOX PO BOX 402420ATLANTAGA30384566001393State of NC$59,196N/AN/ARESEARCH
UNIVERSITY OF NORTH TEXAS
OFFICE OF GRANTS CONTRACTS 1155DENTONTX76203756002149State of TX$490,085N/AN/ARESEARCHUNION CIR 305250
UNIVERSITY OF PENNSYLVANIA
PO BOX 785541PHILADELPHIAPA19178231352685501(c)(3)$30,432N/AN/ARESEARCH
UNIVERSITY OF PITTSBURGH
PO BOX 371220PITTSBURGHPA15251250965591501(c)(3)$327,552N/AN/ARESEARCH
UNIVERSITY OF RHODE ISLAND
OFFICE OF THE CONTROLLER 75 LOWERKINGSTONRI02881056000522State or RI$38,600N/AN/ARESEARCHCOLLEGE RD RM 110
UNIVERSITY OF ROCHESTER
601 ELMWOOD AVE BOX 673ROCHESTERNY14642160743209501(c)(3)$12,000N/AN/ARESEARCH
UNIVERSITY OF SOUTH FLORIDA
PO BOX 864568ORLANDOFL32886592959590501(c)(3)$303,567N/AN/ARESEARCH
UNIVERSITY OF SOUTHERN CALIFORNIA
3500 S FIGUEROA ST STE 102LOS ANGELESCA90089951642394501(c)(3)$109,076N/AN/ARESEARCH
UNIVERSITY OF TEXAS AT AUSTIN
3001 LAKE AUSTIN BLVD SUITE 20110AUSTINTX78703746000203State of TX$154,396N/AN/ARESEARCH
UNIVERSITY OF TEXAS HEALTH SCIENCE CENTER AT SAN ANTONIO
7703 FLOYD CURL DRIVE PATHOLOGYSAN ANTONIOTX78229741586031State of TX$32,136N/AN/ARESEARCHROOM 328B
UNIVERSITY OF TEXAS SOUTHWESTERN MEDICAL CENTER
WILLED BODY PROGRAM 5323 HARRYDALLASTX75390756002868State of TX$67,533N/AN/ARESEARCHHINES BLVD
UNIVERSITY OF VIRGINIA
SCHOOL OF MED 101 HOSPITAL DR DAVISCHARLOTTESVILLEVA22908546001796501(c)(3)$20,302N/AN/ARESEARCH5 ROOM 5293
UNIVERSITY OF WASHINGTON
OFC OF RESEARCH- 3935 UNIVERSITYSEATTLEWA98105916001537State of WA$501,256N/AN/ARESEARCHWAY NE
UNIVERSITY OF WISCONSIN FOUNDATION
1685 HIGHLAND AVEMADISONWI53705390743975501(c)(3)$69,475N/AN/ARESEARCH
VANDERBILT UNIVERSITY MEDICAL CENTER
3319 WEST END AVENUE SUITE 100NASHVILLETN37203620476822501(c)(3)$269,561N/AN/ARESEARCH
WAKE FOREST UNIVERSITY HEALTH SCIENCES
BIOCHEMISTRY DEPARTMENT MEDICALWINSTONSALEMNC21157223849199501(c)(3)$11,606N/AN/ARESEARCHCENTER BLVD
WASHINGTON STATE UNIVERSITY
ORSO 280 LIGHTYPULLMANWA99164916601108State of WA$20,872N/AN/ARESEARCH
WATER MAPPING LLC
1041 EDGEWATER LNGULF BREEZEFL32563473600220$101,600N/AN/ARESEARCH
WAYNE STATE UNIVERSITY
CASHIERS OFFICE PO BOX 02788DETROITMI48202386028429State of MI$23,240N/AN/ARESEARCH
WEILL CORNELL MEDICAL COLLEGE
575 LEXINGTON AVE 9TH FLNEW YORKNY10022131623978501(c)(3)$110,120N/AN/ARESEARCH
WEST VIRGINIA UNIVERSITY RESEARCH CORPORATION
PO BOX 6002MORGANTOWNWV26506550665758501(c)(3)$15,252N/AN/ARESEARCH
YALE UNIVERSITY
155 WHITNEY AVENEW HAVENCT06520060646973501(c)(3)$32,345N/AN/ARESEARCH
AMERICAN CANCER SOCIETY
3709 W JETTON AVENUETAMPAFL33629131788491501(c)(3)$55,000N/AN/AGENERAL SUPPORT
CHILDREN'S MIRACLE NETWORK HOSPITALS HEADQUARTERS
205 WEST 700 SOUTHSALT LAKE CITYUT84101870387205501(c)(3)$9,130N/AN/AGENERAL SUPPORT
CORAL GABLES CHAMBER COMMERCE
224 CATALONIA AVENUECORAL GABLESFL33134590205525501(c )6$50,775N/AN/AGENERAL SUPPORT
DIRECT RELIEF
27 S LA PATERAGOLETACA93117951831116501(c)(3)$28,688N/AN/AGENERAL SUPPORT
ELSEVIER INC
PO BOX 9533NEW YORKNY10087131958712$9,750N/AN/AGENERAL SUPPORT
GENETICS POLICY INSTITUTE INC
9314 FOREST HILL BLVD STE 2WELLINGTONFL33411205509308501(c)(3)$12,500N/AN/AGENERAL SUPPORT
GILDAS CLUB SOUTH FL
119 ROSE DRFT LAUDERDALEFL33316650528626501(c)(3)$28,000N/AN/AGENERAL SUPPORT
GREATER MIAMI CHAMBER OF COMMERCE
1601 BISCAYNE BOULEVARD BALLROOMMIAMIFL33132590358775501(c )6$80,750N/AN/AGENERAL SUPPORTLEVEL
HISPANIC BUSINESS INITIATIVE FUND OF FLORIDA INC
3201 E COLONIAL DR STE A20ORLANDOFL32803593341405501(c)(3)$6,500N/AN/AGENERAL SUPPORT
JACKSON HEALTH FOUNDATION
1500 NW 12 AVE STE 1117 EASTMIAMIFL33136650077727501(c)(3)$10,000N/AN/AGENERAL SUPPORT
LEADERS IN FURTHERING EDUCATION
1720 SOUTH OCEAN BLVDMANALAPANFL33462582087274501(c)(3)$10,000N/AN/AGENERAL SUPPORT
LEUKEMIA & LYMPHOMA SOCIETY
200 S PARK RD STE 140HOLLYWOODFL33021135644916501(c)(3)$60,000N/AN/AGENERAL SUPPORT
MANATEE EDUCATION FOUNDATION INC
1023 MANATEE AVENUE WEST SUITE 215BRANDENTONFL34205650037457501(c)(3)$10,000N/AN/AGENERAL SUPPORT
MIAMI DADE COLLEGE FOUNDATION INC
300 NE SECOND AVENUE ROOM 1423-1MIAMIFL33132596169745501(c)(3)$15,000N/AN/AGENERAL SUPPORT
NEIGHBORS 4 NEIGHBORS
8900 NW 18 TERRACEDORALFL33172650364391501(c)(3)$10,000N/AN/AGENERAL SUPPORT
OFFERDAHL'S HAND-OFF FOUNDATION
2749 NE 45TH NE 37TH DRIVEOAKLAND PARKFL33308454645993501(c)(3)$25,000N/AN/AGENERAL SUPPORT
PAN- AMERICAN ASSOCIATION OF OPHTHALMOLOGY
1301 S BOWEN ROAD 450ARLINGTONTX76013620564302501(c )6$5,100N/AN/AGENERAL SUPPORT
SUSAN G KOMEN MIAMI
1333 S UNIVERSITY DR STE 206PLANTATIONFL33324752844638501(c)(3)$35,000N/AN/AGENERAL SUPPORT
THE ORANGE BOWL COMMITTEE INC
14360 NW 77TH CTMIAMI LAKESFL33016590384382501(c)(3)$6,585N/AN/AGENERAL SUPPORT
WORLD STRATEGIC FORUM INC
777 BRICKELL AVENUE SUITE 500MIAMIFL33131272147644501(c)(3)$10,000N/AN/AGENERAL SUPPORT
FieldValueIRS element (for citing)
Total501c3 Org142Total501c3OrgCnt
Total Other Org38TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeScholarships for tuition housing meals and booksGrantTypeTxt
Recipient11745RecipientCnt
Cash Grant$420,668,830CashGrantAmt
Valuation Method UsedN/AValuationMethodUsedDesc
Non Cash AssistanceN/ANonCashAssistanceDesc

Supplemental Information Detail SupplementalInformationDetail (2 entries)

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

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
First Class Or Charter TravelYes (X)FirstClassOrCharterTravelInd
Housing Allowance Or ResidenceYes (X)HousingAllowanceOrResidenceInd
Club Dues Or FeesYes (X)ClubDuesOrFeesInd
Personal ServicesYes (X)PersonalServicesInd
Written Policy Ref T And E ExpnssYes (1)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (1)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Written Employment ContractYes (X)WrittenEmploymentContractInd
Compensation SurveyYes (X)CompensationSurveyInd
Severance PaymentYes (1)SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgYes (1)CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (1)AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (17 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
Marc Buoniconti
Trustee/Senior Director$174,366$0$0$0$138$0$17,500$0$694$0$192,698$0$0$0
Julio Frenk
President$1,163,675$0$75,000$0$58,997$0$27,000$0$274,346$0$1,599,018$0$0$0
Leslie Dellinger Aceituno
Secretary$119,487$0$0$0$16,564$0$14,243$0$16,680$0$166,974$0$0$0
Jeffrey Duerk
Executive VP & Provost$382,642$0$0$0$77,629$0$0$0$12,020$0$472,291$0$0$0
Jacqueline A Travisano
Executive VP & COO$430,508$0$0$0$127,053$0$0$0$15,347$0$572,908$0$0$0
Steven Altschuler
EVP & CEO of UHealth$926,408$0$1,420,833$0$1,173,711$0$27,000$0$25,315$0$3,573,267$0$0$0
Nestor F De La Cruz-Munoz
Associate Professor Dept of Surgery$797,450$0$371,054$0$333,459$0$27,000$0$23,329$0$1,552,292$0$0$0
David Ertel
CFO, UHealth Systems$695,499$0$450,000$0$827,301$0$17,943$0$17,626$0$2,008,369$0$0$0
James J Larranaga
Head Coach, Basketball$245,718$0$80,000$0$1,797,411$0$27,000$0$17,559$0$2,167,688$0$0$0
Mark Richt
Head Coach, Football$243,937$0$0$0$3,746,827$0$27,000$0$22,104$0$4,039,868$0$0$0
Richard Russell Ballard
CEO, UMHC (former)$353,760$0$30,000$0$28,274$0$27,000$0$22,046$0$461,080$0$0$0
Steven F Falcone
Chief Exec, UHealth Clinic (fmr)$572,436$0$36,421$0$156,426$0$29,700$0$28,413$0$823,396$0$0$0
Michael B Gittelman
CEO, ABLEH (former)$499,862$0$40,000$0$28,367$0$27,000$0$78,114$0$673,343$0$0$0
Thomas J LeBlanc
Executive VP & Provost (fmr)$446,559$0$0$0$88,748$0$29,700$0$12,383$0$577,390$0$0$0
Donna E Shalala
President (former)$140,685$0$0$0$141,356$0$29,700$0$940$0$312,681$0$0$0
Sory John Birdsall
Chief Exec,UHealth Rgnl Alliance(fmr$463,803$0$29,400$0$138$0$27,000$0$21,791$0$542,132$0$0$0
Aileen Ugalde
University Secretary (former)$582,631$0$0$0$48,941$0$32,196$0$24,926$0$688,694$0$0$0

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part I, Line 1aFirst Class Travel: First class travel was provided to President Julio Frenk, Donna Shalala, and James J. Larranaga. The amounts were not included in taxable income. House and Household Assistance: A house and household assistance is provided to the President Julio Frenk at the convenience of the employer as a condition of employment. Certain amounts were included in taxable income for President Julio Frenk. Club Dues: Club dues were provided for Julio Frenk, Jeffrey Duerk, James J. Larranaga, Steven Altschuler, and Mark Richt. The amounts were included in taxable income. Social Club Dues: Social club dues were provided for Julio Frenk, Jacqueline Travisano, and Jeffrey Duerk. The amounts were not included in taxable income. Part I, Question 4a, Severance Payments: Steven Altshuler and David Ertel both received severance payments of $1,128,446 and 749,102.56, respectively
Part I, Line 6Hospital & Clinic may provide incentives to certain officers, and highly compensated individuals. Incentive payment are based on productivity / efficiency measures, as well as certain financial targets.
Part I, Line 7Certain officers received sign-on bonuses, and one time payments for assuming duties outside of their job requirements / description

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
Miami-Dade Co Educ Fac Authority
A59600057359333AFW62007-04-26$473,302,568See Schedule K, Part VIYes (1)00
Miami-Dade Co Educ Fac Authority
B59600057359333ALR02012-12-12$106,138,985See Schedule K, Part VI000
Miami-Dade Co Educ Fac Authority
C59600057359333AMB42015-10-07$432,889,335See Schedule K, Part VI000
Miami-Dade Co Educ Fac Authority
D59600057359333ANA52018-03-27$251,677,763See Schedule K, Part VI000

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtBond DefeasedBondDefeasedAmtTotal ProceedsTotalProceedsAmtCapitalized InterestCapitalizedInterestAmtRefunding EscrowRefundingEscrowAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCredit EnhancementCreditEnhancementAmtCapital ExpendituresCapitalExpendituresAmtSubstantial CompletionSubstantialCompletionYrCurrent RefundingCurrentRefundingIndAdvance RefundingAdvanceRefundingIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintIndOther Spent ProceedsOtherSpentProceedsAmtUnspentUnspentAmt
A$92,360,000$155,070,000$480,088,974$17,381,191$303,488,136$3,097,405$3,351,958$152,770,2852009Yes (1)Yes (1)Yes (1)Yes (1)
B$106,149,046$1,362,336$929,658$103,763,2322014Yes (1)00Yes (1)$93,819
C$433,679,788$9,393,455$221,307,671$2,213,897$198,929,1792017Yes (1)Yes (1)0Yes (1)$1,835,586
D$252,044,456$1,657,665$29,409,3772020Yes (1)00Yes (1)$220,977,415

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndEngage Bond Counsel ContractsEngageBondCounselContractsIndAny Research AgreementsAnyResearchAgreementsIndEngage Bond Counsel ResearchEngageBondCounselResearchIndPrivate Bus Use By OthersPrivateBusUseByOthersPctPrivate Bus Concerning UBIPrivateBusConcerningUBIPctTotal Private Business UseTotalPrivateBusinessUsePctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
A0Yes (1)Yes (1)Yes (1)Yes (1)Yes (1)0.002900.006600.0095000Yes (1)
B0Yes (1)Yes (1)Yes (1)Yes (1)Yes (1)0.000600.000000.0006000Yes (1)
C0Yes (1)Yes (1)Yes (1)Yes (1)Yes (1)0.005800.000000.0058000Yes (1)
D0Yes (1)Yes (1)Yes (1)Yes (1)Yes (1)0.000000.000000.0000000Yes (1)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

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

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

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

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule K, Part I - Line A, Column F:FormAndLineReferenceDesc
ExplanationAcquire, construct, equip and renovate University facilities and refunding of prior issues: Series 1993- Issue Date January 5, 1994; Series 1996A- Issue Date March 13, 1996; Series 1996B - Issue Date October 1, 1996; Series 1997A - Issue Date January 10, 1997; Series 1997B - Issue Date April 1, 1997; Series 2000A - Issue Date December 7, 1999; Series 2000B - Issue Date February 3, 2000; Series 2004A - Issue Date January 16, 2004. Schedule K, Part I - Line B, Column F: Finance or refinance the acquisition, construction, renovation and equipping of University facilities. Schedule K, Part I - Line C, Column F: Finance or refinance the costs of the acquisition, construction, renovation and equipping of University facilities and refunding of prior issues. Refunded Series 2007A - Issue date April 26, 2007 and Series 2008A - Issue date May 8, 2008. Schedule K, Part I - Line D, Column F: Finance or refinance, including through reimbursement, the acquisition, construction, and equipping of University facilities. Schedule K, Part I - Line C, Column C: CUSIP #59333AMB4,59333AMA6 Schedule K, Part II - Line 3, Column A: Variance of $6,786,406 when compared to Part I - Line A, Column (e) is due primarily to interest earnings. Schedule K, Part II - Line 3, Column B: Variance of $10,060 when compared to Part I - Line B, Column (e) is due primarily to interest/dividend earnings and unspent issuance cost. Schedule K, Part II - Line 3, Column C: Variance of $790,454 when compared to Part I - Line C, Column (e) is due primarily to interest/dividend earnings. Schedule K, Part II - Line 3, Column D: Variance of $366,693 compared to Part I - Line D, Column (e) is due primarily to interest/divident earnings. Schedule K, Part IV - Line 1, Column A: Form 8038-T filed on 6/28/2016 for the Series 2007. Form 8038-T filed on 7/21/2011 for the Series 2007. Schedule K, Part IV - Line 2a-c, Column A, B, and C: Last rebate computation - dated of 5/31/2018. No rebate due and no filing required on the Series 2007AB, 2012A, and 2015A for period ending May 31, 2018.ExplanationTxt

Schedule L IRS990ScheduleL

Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp (3 entries)

Cash GrantCashGrantAmtType Of AssistanceTypeOfAssistanceTxtAssistance PurposeAssistancePurposeTxt
$38,248Disct TuitionTuition Asst
$22,000ScholarshipEduc Assist
$13,300StipendEduc Assist

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (10 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
Marc Buoniconti
See Part V$175,000See Part V0
Andrew Camner
See Part V$62,667See Part V0
Gino DiMare
See Part V$154,847See Part V0
Felicia Knaul
See Part V$367,710See Part V0
Brian Leblanc
See Part V$35,696See Part V0
Sandra Veiga
See Part V$14,625See Part V0
George Williamson III
See Part V$13,000See Part V0
Eric Winter
See Part V$105,726See Part V0
Jose Bared & Victor Bared
see Part V$273,806See Part V0
Rosemarie Ugalde
See Part V$132,376See Part V0

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule L, Part IV - Lines 1-4, 6-9 Col BFamily member of trustee.
Schedule L, Part IV - Lines 4-5, 10 Col BFamily member of officer.
Schedule L, Part IV - Lines 1-8, 10 Col DFamily member employment.
Schedule L, Part IV - Line 9, Col DBusiness Transactions - performance of services.

Schedule M IRS990ScheduleM

Works Of Art WorksOfArtGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution19ContributionCnt
Noncash Contributions Rpt F990$1,111,558NoncashContributionsRptF990Amt
Method Of Determining RevenuesFair Market ValueMethodOfDeterminingRevenuesTxt

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution315ContributionCnt
Noncash Contributions Rpt F990$14,415,839NoncashContributionsRptF990Amt
Method Of Determining RevenuesFair Market ValueMethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)

Non Cash CheckboxNonCashCheckboxIndDescDescContributionContributionCntNoncash Contributions Rpt F990NoncashContributionsRptF990AmtMethod Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)Equipment234$218,902Fair Market Value
Yes (X)Auction Items156$0See Part II
FieldValueIRS element (for citing)
Form8283 Received6Form8283ReceivedCnt
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (1)ReviewProcessUnusualNCGiftsInd
Third Parties UsedYes (1)ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part I, Line 32b:Third Party or Related Organizations Utilized: The University utilizes external brokers to sell securities when the donated securities are not deemed to fit into the University's investment portfolio.
Part I, Line 33:Items Included On Schedule M Not In Revenue: b. Part I, Line 26 - Auction items: Columns B and C include items donated for sale at fundraising event auctions (such as gift certificates, etc.) which are subsequently sold at fundraising event auctions but which are not included on form 990, Part VIII, Line 1(g).

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Section A, line 2Family and Business Relationships: Stuart Miller - Trustee, and Steven Saiontz - Trustee - Business Relationship; Charles Cobb-Trustee, Jorge Perez - Trustee - Business Relationship; Phillip T. Frost - Trustee, Phillip T. George - Trustee - Business Relationship; Marc Buoniconti - Trustee, Nicolas Buoniconti - Trustee, Paul DiMare - Trustee, - Business Relationship; Marc Buoniconti - Trustee, Nicolas Buoniconti - Trustee - Family Relationship
Form 990, Part VI, Section A, line 4Charter was amended with respect to the term of the Chair of the Board whose two-year term would in the ordinary course expire in 2018. The Board may vote to extend the term of such Chair of the Board by one year only, which term would expire in 2019.
Form 990, Part VI, Section B, line 11bBoard Review of Form 990: Process by which the governing body was provided a copy of form 990 prior to filing: Form 990 is prepared by the University's Office of the Controller and reviewed by KPMG, LLP. Due to schedule constraints of committee chairs and members, the meeting dates for the Audit and Compliance Committee fluctuate from year to year. The University provides Form 990 to the Committee prior to filing. If the Committee's meeting dates do not coincide with the availability of the return, it is provided to the Committee electronically with time provided for questions and comments. Subsequent to the Committee's review a copy of the final return is shared with all voting members of the Board prior to filing.
Form 990, Part VI, Section B, line 12cMonitoring and Compliance with Conflict of Interest Policy: The Office of the Secretary of the Board of Trustees sends an annual conflict of interest questionnaire together with the policy adopted by the Board to all trustees, officers and key employees. Once replies are received, they are reviewed by the Vice President and Chief Compliance Officer and the Chair of The Conflict of Interest Sub-Committee. When apparent conflicts arise, the Sub-Committee reviews and makes recommendations to the Executive Committee for management or denial of the relationship or proposal creating the conflict.
Form 990, Part VI, Section B, line 15Process for Review of Compensation of Officers and Key Employees: The Compensation Review Sub-Committee of the Executive Committee reviews a summary of proposed compensation and survey data for any offer to a new officer or key employee of the University, including the President and trustees who are employees of the University. Once the compensation is approved, it is provided to the payroll office as a record of the committee's approval. Minutes of the meeting of the Compensation Review Sub-Committee of the Executive Committee are recorded by the Office of the Secretary. The following process is performed annually, typically at the April/May meeting of the Compensation Review Sub-Committee of the Executive Committee to approve compensation for the President, Executive Vice President and Provost, Senior Vice Presidents, the Vice President, General Counsel and Secretary, Vice President and Chief Compliance Officer, the Intercollegiate Athletic Director, and employees who are current trustees and former trustees for up to 5 years following conclusion of their service on the board: each officer's supervisor completes a written performance review and proposes a salary increase, prior to the meeting. The University participates in an annual comprehensive compensation survey compiled by an actuarial firm. The actuarial firm produces a survey of universities across the United States and, separately, data from for-profit corporations for positions that have a for-profit equivalent. The Compensation Review Sub-Committee of the Executive Committee receives the performance appraisals for each officer, key employee and trustee/employee, the completed survey prepared by the actuary, and the current and proposed salaries and other cash compensation for each officer and key employee, including the President and trustees who are employees of the University. After review and discussion, the Compensation Review Sub-Committee of the Executive Committee approves the compensation for those officers listed above, including the President, who is excused while deliberation about his/her compensation is discussed, and trustees who are employees of the University. Once the compensation is approved, it is provided to the payroll office as a record of the committee's approval. Minutes of the meeting of the Compensation Review Sub-Committee of the Executive Committee are recorded by the Office of the Secretary. The sub-committee reviews executive compensation in April/May as described above.
Form 990, Part VI, Section C, line 19Governing Documents, Conflict of Interest Policy and Financial Statements Made Available to the General Public: The State of Florida, Department of State, Division of Corporations requires an annual registration filing, including any changes to Charter. Once filed, the Charter can be viewed on the State of Florida web site. Financial statements of the university are made available on the University's website. The University's financial statements are also made available to the general public on the federal government's census bureau website. The University's Bylaws and the Board's Conflict of Interest Policy are not made available to the public.
Form 990, Part VII, Section A, Officers, Directors, Trustees:Edward A. Dauer is a Trustee and also serves as Research Associate Professor in the College of Engineering. Average hours per week estimate of 40 hours is based on a full time teaching load. Marc Buoniconti is a Trustee and also Senior Director - Advocacy and Donor Relations at the Miami Project to Cure Paralysis. Average hours per week estimate of 40 hours minimum is based on his being a full time, exempt employee.
Form 990, Part XI, line 9:Various Other Adjustments 420. Other Pension Related Gains / Losses 44,307,251. Refunds of Contributions -28,521.

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp (12 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEnd Of Year AssetsEndOfYearAssetsAmtTotal IncomeTotalIncomeAmt
Biscayne View Properties LLC
1395 Brickell Avenue 14th FloorMiamiFL33131590624458Real EstateFLUniversity of Miami
Crestre LLC
1395 Brickell Avenue 14th FloorMiamiFL33131202458426Real EstateFLBiscayne View Properties LLC$634,712
1509 Venture LLC
1395 Brickell Avenue 14th FloorMiamiFL33131202458426Real EstateFLBiscayne View Properties LLC$1,797,586
East Urban LLC
1395 Brickell Avenue 14th FloorMiamiFL33131202458426Real EstateFLBiscayne View Properties LLC$1,009,552$13,648
Tripop LLC
1395 Brickell Avenue 14th FloorMiamiFL33131202458426Real EstateFLBiscayne View Properties LLC$4,307,775
7th Avenue Market LLC
1320 South Dixie Hwy Suite 705Coral GablesFL33146202458426Real EstateFLBiscayne View Properties LLC$3,015,708
Equi Terra LLC
1395 Brickell Avenue 14th FloorMiamiFL33131590624458Real EstateFLUniversity of Miami
Ten Bor LLC
1395 Brickell Avenue 14th FloorMiamiFL33131273025289Real EstateFLEqui Terra LLC
PT Property Holding LLC
1395 Brickell Avenue 14th FloorMiamiFL33131273025289Real EstateFLEqui Terra LLC
University of Miami Preservation LLC
1252 Memorial Drive Room 230Coral GablesFL33146590624458Hold UM Designated EasementFLUniversity of Miami
Boston House LLC
1395 Brickell Avenue 14th FloorMiamiFL33131590624458Real EstateFLUniversity of Miami
UHealth Ventures Holding Company LLC
1120 NW 14th StreetMiamiFL33136821968627Holding CompanyFLUniversity of Miami

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (5 entries)

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

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (4 entries)

Primary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationIndAddress Line1ForeignAddress/AddressLine1TxtCountryForeignAddress/CountryCdLegal Domicile Foreign CountryLegalDomicileForeignCountryCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEntity TypeEntityTypeTxtShare Of EOY AssetsShareOfEOYAssetsAmtOwnershipOwnershipPct
CRUT (13)
Charitable Remainder UnitrustFLN/A0
Perpetual (2)
Perpetual TrustFLN/A0
University of Miami Insurance Co Ltd
InsuranceYes (1)Clarendon House 2 Church St HM 11BDBDUMC$133,1391.00000
(no name)
Yes (1)
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (1)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgYes (1)RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (1)TransferToOtherOrgInd
Transfer From Other OrgYes (1)TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

FieldValueIRS element (for citing)
Business Name Line1WVUM IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
Transaction TypeRTransactionTypeTxt
Involved$306,995InvolvedAmt
Method Of Amount DeterminationSee Part VIIMethodOfAmountDeterminationTxt

Supplemental Information Detail SupplementalInformationDetail

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