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VANDERBILT UNIVERSITY: Form 990, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
VANDERBILT UNIVERSITY (EIN 62-0476822)
Tax period
2016-07-01 to 2017-06-30
Filed
2018-05-14
IRS object ID
201801349349302190
Schema version
2016v3.0
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)
Return2018-05-14T10:00:48-05:00ReturnTs
Tax Period End2017-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN134008324PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PRICEWATERHOUSECOOPERS LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1600 13TH ST NW STE 1000AddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP200053014ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2016-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN620476822EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Vanderbilt UniversityBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlVANDBusinessNameControlTxt
Phone6153436601PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PMB 406310 2301 Vanderbilt PlaceAddressLine1Txt
CityNashvilleCityNm
State AbbreviationTNStateAbbreviationCd
ZIP372406310ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBRETT SWEETPersonNm
Person TitleCFOPersonTitleTxt
Signature2018-05-14SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTRAVIS PATTONPreparerPersonNm
PTINP00369623PTIN
Phone2024141000PhoneNum
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

Principal Ofcr Business Name PrincipalOfcrBusinessName

FieldValueIRS element (for citing)
Business Name Line1Nicholas S ZepposBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1211 Kirkland 2201 WestendAddressLine1Txt
CityNashvilleCityNm
State AbbreviationTNStateAbbreviationCd
ZIP37240ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$9,675,774,941GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.vanderbilt.eduWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1941FormationYr
Legal Domicile StateTNLegalDomicileStateCd
Activity Or MissionSee Schedule OActivityOrMissionDesc
Voting Members Governing Body29VotingMembersGoverningBodyCnt
Voting Members Independent27VotingMembersIndependentCnt
Total Employee14117TotalEmployeeCnt
Total Volunteers16000TotalVolunteersCnt
Total Gross UBI$7,434,140TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm-$7,650,177NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$326,470,970PYContributionsGrantsAmt
CY Contributions Grants$306,804,251CYContributionsGrantsAmt
PY Program Service Revenue$951,962,483PYProgramServiceRevenueAmt
CY Program Service Revenue$1,019,724,693CYProgramServiceRevenueAmt
PY Investment Income$14,515,423PYInvestmentIncomeAmt
CY Investment Income$275,252,963CYInvestmentIncomeAmt
PY Other Revenue$32,888,658PYOtherRevenueAmt
CY Other Revenue$19,894,016CYOtherRevenueAmt
PY Total Revenue$1,325,837,534PYTotalRevenueAmt
CY Total Revenue$1,621,675,923CYTotalRevenueAmt
PY Grants And Similar Paid$332,911,063PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$354,596,697CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$640,516,918PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$641,942,595CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$845,453PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$608,504CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$27,058,922CYTotalFundraisingExpenseAmt
PY Other Expenses$487,048,468PYOtherExpensesAmt
CY Other Expenses$495,227,965CYOtherExpensesAmt
PY Total Expenses$1,461,321,902PYTotalExpensesAmt
CY Total Expenses$1,492,375,761CYTotalExpensesAmt
PY Revenues Less Expenses-$135,484,368PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$129,300,162CYRevenuesLessExpensesAmt
Total Assets BOY$6,342,629,407TotalAssetsBOYAmt
Total Assets EOY$6,818,430,554TotalAssetsEOYAmt
Total Liabilities BOY$945,758,654TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,051,263,348TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$5,396,870,753NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$5,767,167,206NetAssetsOrFundBalancesEOYAmt
MissionSee Schedule OMissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$1,118,103,087ExpenseAmt
Grant$309,348,011GrantAmt
Revenue$996,472,632RevenueAmt
DescSee Schedule O - EducationDesc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$178,034,644ExpenseAmt
Grant$45,248,686GrantAmt
Revenue$23,252,061RevenueAmt
DescSee Schedule O - Academic and Scientific ResearchDesc
FieldValueIRS element (for citing)
Total Program Service Expenses$1,296,137,731TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesYes (true)LobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtYes (true)CollectionsOfArtInd
Credit CounselingYes (true)CreditCounselingInd
Temp Or Permanent EndowmentsYes (true)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (true)ReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingYes (true)SchoolOperatingInd
Foreign OfficeYes (true)ForeignOfficeInd
Foreign ActivitiesYes (true)ForeignActivitiesInd
More Than5000 K To OrgYes (true)MoreThan5000KToOrgInd
More Than5000 K To IndividualsYes (true)MoreThan5000KToIndividualsInd
Professional FundraisingYes (true)ProfessionalFundraisingInd
Fundraising ActivitiesYes (true)FundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsYes (true)TaxExemptBondsInd
Invest Tax Exempt BondsfalseInvestTaxExemptBondsInd
Escrow AccountYes (true)EscrowAccountInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingYes (true)LoanOutstandingInd
Grant To Related PersonYes (true)GrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemYes (true)BusinessRlnWithFamMemInd
Business Rln With Officer EntfalseBusinessRlnWithOfficerEntInd
Deductible Non Cash ContriYes (true)DeductibleNonCashContriInd
Deductible Art ContributionYes (true)DeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityYes (true)DisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntYes (true)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (true)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgYes (true)TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document14796IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee14117EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountYes (true)ForeignFinancialAccountInd
Foreign CountryASForeignCountryCd
Foreign CountryBEForeignCountryCd
Foreign CountryBCForeignCountryCd
Foreign CountryBRForeignCountryCd
Foreign CountryCAForeignCountryCd
Foreign CountryCHForeignCountryCd
Foreign CountryCOForeignCountryCd
Foreign CountryEGForeignCountryCd
Foreign CountryFRForeignCountryCd
Foreign CountryGMForeignCountryCd
Foreign CountryGHForeignCountryCd
Foreign CountryINForeignCountryCd
Foreign CountryIDForeignCountryCd
Foreign CountryITForeignCountryCd
Foreign CountryJAForeignCountryCd
Foreign CountryKEForeignCountryCd
Foreign CountryMYForeignCountryCd
Foreign CountryMPForeignCountryCd
Foreign CountryMXForeignCountryCd
Foreign CountryMOForeignCountryCd
Foreign CountryMZForeignCountryCd
Foreign CountryWAForeignCountryCd
Foreign CountryNIForeignCountryCd
Foreign CountryRPForeignCountryCd
Foreign CountryPLForeignCountryCd
Foreign CountrySNForeignCountryCd
Foreign CountrySFForeignCountryCd
Foreign CountrySWForeignCountryCd
Foreign CountrySZForeignCountryCd
Foreign CountryTWForeignCountryCd
Foreign CountryTZForeignCountryCd
Foreign CountryUGForeignCountryCd
Foreign CountryAEForeignCountryCd
Foreign CountryUKForeignCountryCd
Foreign CountryZAForeignCountryCd
Foreign CountryZIForeignCountryCd
Foreign CountryKSForeignCountryCd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsYes (true)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (true)QuidProQuoContriDisclInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Form1098 C FiledYes (true)Form1098CFiledInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members29GoverningBodyVotingMembersCnt
Independent Voting Member27IndependentVotingMemberCnt
Family Or Business RlnYes (true)FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VentureYes (true)InvestmentInJointVentureInd
Written Policy Or ProcedureYes (true)WrittenPolicyOrProcedureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Dalana RobertsonBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6153436601PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1110 21st Avenue South Suite 900AddressLine1Txt
CityNashvilleCityNm
State AbbreviationTNStateAbbreviationCd
ZIP37203ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (55 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
Nicholas S Zeppos
See Schedule O50.00.0Yes (X)Yes (X)$4,003,936$0$318,456
Greg S Allen
Trustee1.00.0Yes (X)$0$0$0
Lee M Bass
Trustee1.00.0Yes (X)$0$0$0
Adolpho A Birch III
Trustee1.00.0Yes (X)$0$0$0
Shirley M Collado
Secretary1.00.0Yes (X)$0$0$0
Daniel M Crown
Trustee1.00.0Yes (X)$0$0$0
Mark F Dalton
Chairman1.00.0Yes (X)$0$0$0
Claiborne P Deming
Trustee1.00.0Yes (X)$0$0$0
Charles H Esserman
Trustee1.00.0Yes (X)$0$0$0
Bruce R Evans
Trustee1.00.0Yes (X)$0$0$0
David W Head
Trustee1.00.0Yes (X)$0$0$0
Jay C Hoag
Trustee1.00.0Yes (X)$0$0$0
John R Ingram
Trustee1.00.0Yes (X)$0$0$0
Kathleen E Justice-Moore
Trustee1.00.0Yes (X)$0$0$0
Carrol E Kimball
Trustee1.00.0Yes (X)$0$0$0
Steven H Madden Sr
Trustee1.00.0Yes (X)$0$0$0
Mark P Mays
Trustee1.00.0Yes (X)$0$0$0
Jackson W Moore
Vice-Chairman1.00.0Yes (X)$0$0$0
Courtney C Pastrick
Trustee1.00.0Yes (X)$0$0$0
David W Patterson
Trustee1.00.0Yes (X)$0$0$0
H Ross Perot Jr
Trustee1.00.0Yes (X)$0$0$0
Jeffrey J Rothschild
Trustee1.00.0Yes (X)$0$0$0
Sidanth Sapru
Trustee1.00.0Yes (X)$0$0$0
Robert C Schiff Jr
Trustee1.00.0Yes (X)$0$0$0
Alexander C Taylor
Trustee1.00.0Yes (X)$0$0$0
J Stephen Turner
Trustee1.00.0Yes (X)$0$0$0
Patricia E White
Trustee1.00.0Yes (X)$0$0$0
Mark Wilf
Trustee1.00.0Yes (X)$0$0$0
Jon Winkelried
Vice-Chairman1.00.0Yes (X)$0$0$0
Audrey J Anderson
See Schedule O50.00.1Yes (X)$1,077,271$0$127,777
Steve Ertel
See Schedule O50.00.0Yes (X)$0$0$0
Beth A Fortune
See Schedule O50.00.0Yes (X)$455,063$0$23,940
Nathan Green
See Schedule O50.00.0Yes (X)$273,523$0$32,560
Anders W Hall
See Schedule O50.03.9Yes (X)$1,551,660$0$455,247
George C Hill
See Schedule O50.00.0Yes (X)$409,475$0$13,193
Eric C Kopstain
See Schedule O50.01.0Yes (X)$710,875$0$36,428
John M Lutz
See Schedule O50.00.0Yes (X)$1,150,391$0$126,387
Susie S Stalcup
See Schedule O50.00.0Yes (X)$690,948$0$20,971
Brett C Sweet
See Schedule O50.02.0Yes (X)$1,471,412$0$265,066
Susan Wente
See Schedule O50.00.4Yes (X)$1,329,039$0$47,179
David Williams II
See Schedule O50.00.8Yes (X)$1,097,434$0$50,779
Jeffrey Balser
See Schedule O50.00.0$607,616$0$21,659Yes (X)
Lauren Benton
See Schedule O50.00.0$706,503$0$102,027Yes (X)
Lawrence J Marnett
See Schedule O50.00.0$681,294$0$37,380Yes (X)
Timothy C Corbin
See Schedule O50.00.0$2,128,423$0$207,644Yes (X)
Bryce Drew
See Schedule O50.00.0$1,974,158$0$72,984Yes (X)
Derek Mason
See Schedule O50.00.0$2,671,927$0$140,596Yes (X)
Hunter McCrossin
See Schedule O50.02.0$975,976$0$317,510Yes (X)
Travis W Shore
See Schedule O50.06.4$989,804$0$284,515Yes (X)
Richard C McCarty
See Schedule O50.00.0$591,535$0$30,924Yes (X)
Mitch Edgeworth
See Schedule O50.00.0$183,755$0$16,935Yes (X)
Charles L Gregory
See Schedule O50.00.0$183,317$0$17,489Yes (X)
John F Manning Jr PhD MBA
See Schedule O50.00.0$224,591$0$15,994Yes (X)
Charles W Pinson MD MBA
See Schedule O50.00.0$434,296$0$17,431Yes (X)
David Posch
See Schedule O50.00.0$235,950$0$16,192Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$26,810,172TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$2,817,263TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1181IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (true)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsYes (true)CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmtAddress Line2ContractorAddress/USAddress/AddressLine2Txt
Clark Parent a Joint Venture
7500 Old Georgetown RoadBethesdaMD20814Construction$41,513,287
Vanderbilt University Medical Center
1161 21st Ave SNashvilleTN37232Affiliation Services$24,977,060D-3300 MCN
Hogan Lovells US LLP
555 Thirteenth Street NWWashingtonDC20004Legal Services$10,625,012
RC Matthews Contractor
300 BroadwayNashvilleTN37202Construction Services$9,470,534PO Box 24687
The Boston Consulting Group Inc
One Beacon StBostonMA02108Consulting$7,517,65810th Floor
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K279CntrctRcvdGreaterThan100KCnt
Info In Schedule O Part VIIIYes (X)InfoInScheduleOPartVIIIInd
Fundraising$108,127FundraisingAmt
Government Grants$203,364,635GovernmentGrantsAmt
All Other Contributions$103,331,489AllOtherContributionsAmt
Noncash Contributions$16,453,599NoncashContributionsAmt
Total Contributions$306,804,251TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
Tuition and Fees611310$520,385,913$520,385,913
Affilliated Entity Rev611310$314,615,875$314,615,875
Room, Board & Auxiliary611310$145,583,362$143,286,808$2,296,554
Research & Other Contr611310$23,252,061$23,252,061
Other Auxiliary611310$4,744,033$4,659,970$84,063

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$11,143,449TotalRevenueColumnAmt
Related Or Exempt Func Income$11,143,449RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$1,019,724,693TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$24,985,371TotalRevenueColumnAmt
Unrelated Business Revenue$4,584,354UnrelatedBusinessRevenueAmt
Exclusion$20,401,017ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

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

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$13,093,896TotalRevenueColumnAmt
Unrelated Business Revenue$111,883UnrelatedBusinessRevenueAmt
Exclusion$12,982,013ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$9,658,855RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$2,869,537RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$6,789,318RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$6,789,318TotalRevenueColumnAmt
Exclusion$6,789,318ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$8,301,403,092SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$8,051,135,505SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$250,267,587SecuritiesAmt
Other$0OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$250,267,587TotalRevenueColumnAmt
Unrelated Business Revenue$357,286UnrelatedBusinessRevenueAmt
Exclusion$249,910,301ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$104,778FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$108,127ContriRptFundraisingEventAmt
Fundraising Direct Expenses$93,976FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$10,802TotalRevenueColumnAmt
Exclusion$10,802ExclusionAmt

Miscellaneous Revenue MiscellaneousRevenueGrp

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

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,621,675,923TotalRevenueColumnAmt
Related Or Exempt Func Income$1,017,344,076RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$7,434,140UnrelatedBusinessRevenueAmt
Exclusion$290,093,456ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$44,008,441TotalAmt
Program Services$44,008,441ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$309,348,011TotalAmt
Program Services$309,348,011ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$1,240,245TotalAmt
Program Services$1,240,245ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$16,896,330TotalAmt
Program Services$3,444,525ProgramServicesAmt
Management And General$11,729,368ManagementAndGeneralAmt
Fundraising$1,722,437FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$1,441,197TotalAmt
Program Services$1,304,819ProgramServicesAmt
Management And General$136,378ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$509,889,289TotalAmt
Program Services$456,671,297ProgramServicesAmt
Management And General$39,989,313ManagementAndGeneralAmt
Fundraising$13,228,679FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$27,785,757TotalAmt
Program Services$24,885,711ProgramServicesAmt
Management And General$2,179,166ManagementAndGeneralAmt
Fundraising$720,880FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$54,854,912TotalAmt
Program Services$43,263,455ProgramServicesAmt
Management And General$9,560,666ManagementAndGeneralAmt
Fundraising$2,030,791FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$31,075,110TotalAmt
Program Services$27,831,749ProgramServicesAmt
Management And General$2,437,142ManagementAndGeneralAmt
Fundraising$806,219FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$424,159TotalAmt
Management And General$424,159ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$10,182,678TotalAmt
Management And General$10,182,678ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$568,560TotalAmt
Management And General$568,560ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

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

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$608,504TotalAmt
Fundraising$608,504FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$28,393,868TotalAmt
Management And General$28,393,868ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$57,435,342TotalAmt
Program Services$46,945,086ProgramServicesAmt
Management And General$10,203,551ManagementAndGeneralAmt
Fundraising$286,705FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$6,944,295TotalAmt
Program Services$6,502,343ProgramServicesAmt
Management And General$383,373ManagementAndGeneralAmt
Fundraising$58,579FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$73,367,231TotalAmt
Program Services$66,327,993ProgramServicesAmt
Management And General$5,435,860ManagementAndGeneralAmt
Fundraising$1,603,378FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$35,947,839TotalAmt
Program Services$31,243,886ProgramServicesAmt
Management And General$4,324,863ManagementAndGeneralAmt
Fundraising$379,090FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$5,019,638TotalAmt
Program Services$25,036ProgramServicesAmt
Management And General$4,994,602ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$77,023,926TotalAmt
Program Services$61,536,414ProgramServicesAmt
Management And General$13,472,037ManagementAndGeneralAmt
Fundraising$2,015,475FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$24,978,797TotalAmt
Program Services$21,300,678ProgramServicesAmt
Management And General$3,001,546ManagementAndGeneralAmt
Fundraising$676,573FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$5,947,438TotalAmt
Program Services$5,071,474ProgramServicesAmt
Management And General$810,597ManagementAndGeneralAmt
Fundraising$65,367FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$14,146,292TotalAmt
Program Services$14,146,292ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$80,671,700TotalAmt
Program Services$70,063,879ProgramServicesAmt
Management And General$9,145,127ManagementAndGeneralAmt
Fundraising$1,462,694FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$6,205,335TotalAmt
Program Services$5,616,538ProgramServicesAmt
Management And General$588,325ManagementAndGeneralAmt
Fundraising$472FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
Other program$23,869,387$20,027,892$2,787,849$1,053,646
Other library$15,758,919$15,758,919
Other auxiliary$6,552,544$6,552,544
Other defeasance$6,058,864$0$6,058,864

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$15,731,153TotalAmt
Program Services$13,020,504ProgramServicesAmt
Management And General$2,371,216ManagementAndGeneralAmt
Fundraising$339,433FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,492,375,761TotalAmt
Program Services$1,296,137,731ProgramServicesAmt
Management And General$169,179,108ManagementAndGeneralAmt
Fundraising$27,058,922FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$260,060,121BOYAmt
EOY$185,235,297EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$701,177,557BOYAmt
EOY$748,426,909EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$116,496,785BOYAmt
EOY$104,627,980EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$103,532,230BOYAmt
EOY$111,105,056EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$291,667EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
EOY$59,500EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$110,661,280BOYAmt
EOY$96,499,891EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$471,866BOYAmt
EOY$542,220EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$20,075,014BOYAmt
EOY$18,442,955EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$2,013,942,227LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$1,011,310,855LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$926,559,465BOYAmt
EOY$1,002,631,372EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$2,306,288,381BOYAmt
EOY$2,816,295,694EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$1,766,518,028BOYAmt
EOY$1,700,990,650EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$30,762,134BOYAmt
EOY$33,252,821EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$26,546BOYAmt
EOY$28,542EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$6,342,629,407BOYAmt
EOY$6,818,430,554EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$156,297,022BOYAmt
EOY$165,030,111EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$3,143,764BOYAmt
EOY$3,018,905EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$45,733,076BOYAmt
EOY$46,063,628EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$223,754,711BOYAmt
EOY$114,179,800EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$1,957,958BOYAmt
EOY$427,358EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$84,530,422BOYAmt
EOY$253,005,848EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$430,341,701BOYAmt
EOY$469,537,698EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$945,758,654BOYAmt
EOY$1,051,263,348EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,889,169,250BOYAmt
EOY$3,076,277,103EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,224,133,704BOYAmt
EOY$1,365,694,257EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,283,567,799BOYAmt
EOY$1,325,195,846EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$5,396,870,753BOYAmt
EOY$5,767,167,206EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$6,342,629,407BOYAmt
EOY$6,818,430,554EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$129,300,162ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$262,447,449NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$21,451,158OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

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

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
SchoolYes (X)SchoolInd

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$484,681,246CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$494,500,126CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$469,664,344CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$488,603,616CurrentTaxYearMinus1YearAmt
Current Tax Year$306,804,251CurrentTaxYearAmt
Total$2,244,253,583TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$484,681,246CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$494,500,126CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$469,664,344CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$488,603,616CurrentTaxYearMinus1YearAmt
Current Tax Year$306,804,251CurrentTaxYearAmt
Total$2,244,253,583TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$0SubstantialContributorsTotAmt
Public Support Total170$2,244,253,583PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$196,756,446CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$138,255,832CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$19,467,670CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$49,271,521CurrentTaxYearMinus1YearAmt
Current Tax Year$43,041,890CurrentTaxYearAmt
Total$446,793,359TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$36,202,593CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$4,535,825CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$30,824,998CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$404,224CurrentTaxYearMinus1YearAmt
Current Tax Year$104,778CurrentTaxYearAmt
Total$72,072,418TotalAmt
FieldValueIRS element (for citing)
Total Support$2,763,119,360TotalSupportAmt
Gross Receipts Rltd Activities$14,884,123,993GrossReceiptsRltdActivitiesAmt
Public Support CY1700.8122PublicSupportCY170Pct
Public Support PY1700.8095PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule A, Part II, Line 10 Other IncomeFormAndLineReferenceDesc
ExplanationDESCRIPTION - GROSS FUNDRAISING REVENUE AND MISC. OPERATING INCOME, COLUMN A - 36202593.0, COLUMN B - 4535825.0, COLUMN C - 30824998.0, COLUMN D - 404224.0, COLUMN E - 104778.0, COLUMN F - 72072418.0;ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

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

Schedule C IRS990ScheduleC

Total Direct Lobbying TotalDirectLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$280,327FilingOrganizationsTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$280,327FilingOrganizationsTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$1,477,018,459FilingOrganizationsTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$1,477,298,786FilingOrganizationsTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Filing Organizations Total$1,000,000FilingOrganizationsTotalAmt
Affiliated Group Total$0AffiliatedGroupTotalAmt

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$388,622CurrentYearMinus3Amt
Current Year Minus2$357,019CurrentYearMinus2Amt
Current Year Minus1$458,726CurrentYearMinus1Amt
Current Year$280,327CurrentYearAmt
Total$1,484,694TotalAmt

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

Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year$0CurrentYearAmt
Total$0TotalAmt

Schedule D IRS990ScheduleD

Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp

FieldValueIRS element (for citing)
Revenues Included$0RevenuesIncludedAmt
Assets Included$4,890,996AssetsIncludedAmt
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 PurposesEducationOtherPurposesDesc
FieldValueIRS element (for citing)
Solicited Assets SaleYes (true)SolicitedAssetsSaleInd
Agent Trustee EtcfalseAgentTrusteeEtcInd
Incl Escrow Custodial Acct LiabYes (true)InclEscrowCustodialAcctLiabInd
Explanation ProvidedYes (X)ExplanationProvidedInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$3,795,585,401BeginningYearBalanceAmt
Contributions$129,140,956ContributionsAmt
Investment Earnings Or Losses$428,676,790InvestmentEarningsOrLossesAmt
Grants Or Scholarships$109,451,788GrantsOrScholarshipsAmt
Other Expenditures$93,745,467OtherExpendituresAmt
Administrative Expenses$13,740,631AdministrativeExpensesAmt
End Year Balance$4,136,465,261EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$4,093,387,484BeginningYearBalanceAmt
Contributions$154,345,834ContributionsAmt
Investment Earnings Or Losses-$172,420,504InvestmentEarningsOrLossesAmt
Grants Or Scholarships$103,887,979GrantsOrScholarshipsAmt
Other Expenditures$162,527,753OtherExpendituresAmt
Administrative Expenses$13,311,681AdministrativeExpensesAmt
End Year Balance$3,795,585,401EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$4,046,250,379BeginningYearBalanceAmt
Contributions$75,832,665ContributionsAmt
Investment Earnings Or Losses$148,787,412InvestmentEarningsOrLossesAmt
Grants Or Scholarships$75,364,887GrantsOrScholarshipsAmt
Other Expenditures$89,465,646OtherExpendituresAmt
Administrative Expenses$12,652,439AdministrativeExpensesAmt
End Year Balance$4,093,387,484EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$3,635,343,038BeginningYearBalanceAmt
Contributions$88,751,983ContributionsAmt
Investment Earnings Or Losses$491,337,590InvestmentEarningsOrLossesAmt
Grants Or Scholarships$69,952,281GrantsOrScholarshipsAmt
Other Expenditures$87,607,660OtherExpendituresAmt
Administrative Expenses$11,622,291AdministrativeExpensesAmt
End Year Balance$4,046,250,379EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$3,360,035,514BeginningYearBalanceAmt
Contributions$116,470,228ContributionsAmt
Investment Earnings Or Losses$319,370,422InvestmentEarningsOrLossesAmt
Grants Or Scholarships$60,864,586GrantsOrScholarshipsAmt
Other Expenditures$89,692,275OtherExpendituresAmt
Administrative Expenses$9,976,265AdministrativeExpensesAmt
End Year Balance$3,635,343,038EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.3883BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.2982PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.3135TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$85,289,630OtherCostOrOtherBasisAmt
Book Value$85,289,630BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,464,959,890OtherCostOrOtherBasisAmt
Depreciation$757,853,062DepreciationAmt
Book Value$707,106,828BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$15,300,299OtherCostOrOtherBasisAmt
Book Value$15,300,299BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$343,718,993OtherCostOrOtherBasisAmt
Depreciation$253,457,793DepreciationAmt
Book Value$90,261,200BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$104,673,415OtherCostOrOtherBasisAmt
Book Value$104,673,415BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$1,002,631,372TotalBookValueLandBuildingsAmt

Closely Held Equity Interests CloselyHeldEquityInterestsGrp

FieldValueIRS element (for citing)
Book Value$2,368,221BookValueAmt
Method ValuationCMethodValuationCd

Other Securities OtherSecuritiesGrp (4 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
Limited Partnerships$1,425,248,830F
Interests in trusts held by others$28,576,891F
Other Investments & Securities$183,191,782F
Minority Interest$61,604,926F
FieldValueIRS element (for citing)
Total Book Value Securities$1,700,990,650TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (6 entries)

DescDescAmtAmt
Actuarial Liability for Annuities Payable$30,397,262
Actuarial Liability for Self Insurance$6,624,066
Fair Value of Interest Rate Exchange Agreements Liability$54,783,583
Government Advances for Student Loans$24,411,152
Fair Value of Securities Sold Short$353,025,201
State and Local Taxes Payable$296,434
FieldValueIRS element (for citing)
Total Liability$469,537,698TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule D, Part III, Line 5 Solicitation of Art, etc.Vanderbilt University solicited works of art to be sold at fundraising events in silent auctions. The fair market value of these items can range in value, and in FY17 the fair market value of these items did not meet the thresholds required for Form 8282 to be filed.
Schedule D, Part III, Line 4 Collections of art - description of collectionsVanderbilt University maintains various collections of art, historical treasures and other similar assets in departments across the University. Such collections include, but are not limited to, historical drawings; historical scientific instruments; historical furniture; paintings; photography; book collections; and other similar items and artifacts. All such collections further Vanderbilt's exempt purpose by providing historical materials for students and researchers, and by providing cultural, historical and educational opportunities to Vanderbilt University students and the community at large through exhibits, displays, and loan or exchange programs.
Schedule D, Part IV, Line 2b Explanation of escrow agreementAgency funds are held by Vanderbilt university, which serves as a custodian or fiscal agent for student groups and other university related organizations.
Schedule D, Part V, Line 4 Intended uses of endowment fundsVanderbilt University's endowment funds, as related to Part V, are intended to be used for scholarships, fellowships, endowed academic chair support, and capital and operational support.
Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnoteVanderbilt is a tax-exempt organization as described in Section 501(c)(3) of the Internal Revenue Code (the Code), and generally is exempt from federal income taxes on related income pursuant to Section 501(a) of the code. Vanderbilt is, however, subject to federal and state income tax on unrelated business income, and provision for such taxes is included in the consolidated financial statements. Vanderbilt regularly evaluates its tax position and does not believe it has any material uncertain tax positions that require disclosure or adjustment to the consolidated financial statements.

Schedule E IRS990ScheduleE

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

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule E, Part I, Line 3 RACIALLY NONDISCRIMINATORY POLICYVanderbilt University's nondiscrimination policy is widely disseminated through newspapers or broadcast media, various university-related websites, online application portals, orientation sessions, publication in catalogs, application materials and handbooks. In compliance with federal law, including the provisions of Title VII of the Civil Rights Act of 1964, Title IX of the Education Amendments of 1972, Sections 503 and 504 of the Rehabilitation Act of 1973, the Americans with Disabilities Act (ADA) of 1990, the ADA Amendments Act of 2008, Executive Order 11246, and the Uniformed Services Employment and Reemployment Rights Act, as amended, and the Genetic Information Nondiscrimination Act of 2008, Vanderbilt University does not discriminate against individuals on the basis of their race, sex, religion, color, national or ethnic origin, age, disability, or military service, or genetic information in its administration of educational policies, programs, or activities, admissions policies, scholarship and loan programs, athletic or other university-administered programs, or employment. In addition, the university does not discriminate against individuals on the basis of their sexual orientation, gender identity, or gender expression consistent with the university's nondiscrimination policy.
Schedule E, Part I, Line 6(a) FINANCIAL AID OR ASSISTANCE FROM A GOVERNMENTVanderbilt University participates in the following programs: Federal Pell Grants, Federal Supplemental Educational Opportunity Grants (FSEOG), Federal Direct Stafford Subsidized/Unsubsidized Loans, Federal Perkins Loans, Federal Direct Graduate Plus Loans, Federal Direct Parent Loan for Undergraduate Students (PLUS Loans), Federal Work Study Program, Tennessee Student Assistance Awards, and the Tennessee Education Lottery Scholarship Program. Vanderbilt University also receives various federal and state grants and contracts for academic and scientific research.

Schedule F IRS990ScheduleF

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

Account Activities Outside US AccountActivitiesOutsideUSGrp (35 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtRegion Total ExpendituresRegionTotalExpendituresAmtSpecific Services ProvidedSpecificServicesProvidedTxt
Central America and the Caribbean00Fundraising$801
East Asia and the Pacific00Fundraising$1,978
Europe (Including Iceland and Greenland)00Fundraising$9,894
Russia and Neighboring States00Fundraising$448
South America00Fundraising$8,870
Central America and the Caribbean00Investments$415,899,619
East Asia and the Pacific00Investments$128,082,742
Europe (Including Iceland and Greenland)00Investments$200,365,467
North America (Canada & Mexico only)00Investments$16,783,904
South America00Investments$1,767,093
Sub-Saharan Africa00Investments$28,109,798
Central America and the Caribbean08Grantmaking$255,274
East Asia and the Pacific03Grantmaking$128,033
Europe (Including Iceland and Greenland)04Grantmaking$224,718
North America (Canada & Mexico only)02Grantmaking$363,633
South America04Grantmaking$188,418
Sub-Saharan Africa01Grantmaking$80,170
Central America and the Caribbean00,Send Agents to Attend and Speak at Seminars and Conferences$14,489
East Asia and the Pacific00,Send Agents to Attend and Speak at Seminars and Conferences$141,368
Europe (Including Iceland and Greenland)00,Send Agents to Attend and Speak at Seminars and Conferences$638,041
Middle East and North Africa00,Send Agents to Attend and Speak at Seminars and Conferences$12,385
North America (Canada & Mexico only)00,Send Agents to Attend and Speak at Seminars and Conferences$99,716
Russia and Neighboring States00,Send Agents to Attend and Speak at Seminars and Conferences$4,107
South America00,Send Agents to Attend and Speak at Seminars and Conferences$53,042
South Asia00,Send Agents to Attend and Speak at Seminars and Conferences$51,372
Sub-Saharan Africa00,Send Agents to Attend and Speak at Seminars and Conferences$18,832
Central America and the Caribbean03Program Services$549,037Education, Research
East Asia and the Pacific00Program Services$514,188Education, Research
Europe (Including Iceland and Greenland)24Program Services$1,531,306Education, Research
Middle East and North Africa00Program Services$287,830Education, Research
North America (Canada & Mexico only)02Program Services$204,401Education, Research
Russia and Neighboring States00Program Services$33,422Education, Research
South America02Program Services$341,443Education, Research
South Asia07Program Services$187,452Education, Research
Sub-Saharan Africa00Program Services$230,601Education, Research
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees22SubtotalEmployeesCnt
Continutation Total Office2ContinutationTotalOfficeCnt
Continutation Total Employee18ContinutationTotalEmployeeCnt
Total Office2TotalOfficeCnt
Total Employee40TotalEmployeeCnt
Subtotal Spent$792,190,690SubtotalSpentAmt
Continuation Spent$4,993,202ContinuationSpentAmt
Total Spent$797,183,892TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp (19 entries)

RegionRegionTxtPurpose Of GrantPurposeOfGrantTxtCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxtDescription Of Non Cash AsstDescriptionOfNonCashAsstTxtValuation Method UsedValuationMethodUsedDesc
Central America and the CaribbeanResearch$15,020WireN/AN/A
Central America and the CaribbeanResearch$62,934WireN/AN/A
Central America and the CaribbeanResearch$49,670Wire & CheckN/AN/A
Central America and the CaribbeanResearch$35,590WireN/AN/A
Central America and the CaribbeanResearch$27,040WireN/AN/A
Central America and the CaribbeanResearch$41,290WireN/AN/A
East Asia and the PacificResearch$12,590WireN/AN/A
East Asia and the PacificResearch$57,158Wire & CheckN/AN/A
East Asia and the PacificInstruction$58,285WireN/AN/A
Europe (Including Iceland and Greenland)Research$136,847WireN/AN/A
Europe (Including Iceland and Greenland)Research$6,439WireN/AN/A
Europe (Including Iceland and Greenland)Research$8,029WireN/AN/A
Europe (Including Iceland and Greenland)Research$73,403WireN/AN/A
North America (Canada & Mexico only)Research$36,934WireN/AN/A
North America (Canada & Mexico only)Research$326,699Wire & CheckN/AN/A
South AmericaResearch$47,210Wire & CheckN/AN/A
South AmericaResearch$38,290WireN/AN/A
South AmericaResearch$82,146WireN/AN/A
Sub-Saharan AfricaInstruction$80,170WireN/AN/A
FieldValueIRS element (for citing)
Total501c3 Org10Total501c3OrgCnt
Total Other Org9TotalOtherOrgCnt

Foreign Individuals Grants ForeignIndividualsGrantsGrp (2 entries)

Type Of AssistanceTypeOfAssistanceTxtRegionRegionTxtRecipientRecipientCntCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxtDescription Of Non Cash AsstDescriptionOfNonCashAsstTxtValuation Method UsedValuationMethodUsedDesc
Cash Assistance to Conduct SurveysCentral America and the Caribbean2$23,729WireN/AN/A
Cash Assistance to Conduct SurveySouth America1$20,772WireN/AN/A
FieldValueIRS element (for citing)
Transfer To Foreign CorpYes (true)TransferToForeignCorpInd
Interest In Foreign TrustfalseInterestInForeignTrustInd
Foreign Corp OwnershipYes (true)ForeignCorpOwnershipInd
Passive Foreign Investmest CoYes (true)PassiveForeignInvestmestCoInd
Foreign PartnershipYes (true)ForeignPartnershipInd
Boycott CountriesYes (true)BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule F, Part I, Line 2 Procedures for monitoring use of grant fundsVanderbilt University maintains a formal policy defining its procedures for monitoring the use of sponsored funds by subrecipients located outside the United States who are performing a portion of a sponsored project externally awarded to Vanderbilt. The policy provides guidance to ensure that subrecipients conduct their portions of the sponsored projects in compliance with laws, regulations and terms and conditions of awards and subawards and that reimbursed costs incurred by subrecipients are allowed. The policy addresses the roles and responsibilities of the central offices and academic departments of the university and describes the monitoring procedures for each area. The full text of Vanderbilt's Subrecipient Monitoring Guidelines is available online at the following web address: HTTP://WWW.VANDERBILT.EDU/OCGA/DOCS/VUPOLICIES/SUBRECIPIENT/REVISEDVUSUBRECIPIENTMONITO RINGGUIDELINES_EFFECTIVE12_26_2014.PDF
Schedule F, Part I, Line 2 PROCEDURES FOR MONITORING USE OF GRANT FUNDSVanderbilt University maintains a formal policy defining its procedures for monitoring the use of sponsored funds by subrecipients located outside the United States who are performing a portion of a sponsored project externally awarded to Vanderbilt. The policy provides guidance to ensure that subrecipients conduct their portions of the sponsored projects in compliance with laws, regulations and terms and conditions of awards and subawards and that reimbursed costs incurred by subrecipients are allowed. The policy addresses the roles and responsibilities of the central offices and academic departments of the university and describes the monitoring procedures for each area. The full text of Vanderbilt's Subrecipient Monitoring Guidelines is available online at the following web address: HTTP://WWW.VANDERBILT.EDU/OCGA/DOCS/VUPOLICIES/SUBRECIPIENT/REVISEDVUSUBRECIPIENTMONITO RINGGUIDELINES_EFFECTIVE12_26_2014.PDF

Schedule G IRS990ScheduleG

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

Fundraiser Activity Info FundraiserActivityInfoGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdActivityActivityTxtFundraiser Control Of FundsFundraiserControlOfFundsIndGross ReceiptsGrossReceiptsAmtRetained By ContractorRetainedByContractorAmtNet To OrganizationNetToOrganizationAmt
Ruffalo Cody
65 Kirkwood North Rd SWCedar RapidsIA52404Call Centerfalse$1,227,177$477,219$749,958
Grenzebach Glier & Associates
401 N Michigan Ave Suite 2800ChicagoIL60611Consultingfalse$95,085-$95,085
Washburn & McGoldrick LLC
24 N Bryn Mawr Ave 252Bryn MawrPA19010Consultingfalse$36,200-$36,200
FieldValueIRS element (for citing)
Total Gross Receipts$1,227,177TotalGrossReceiptsAmt
Total Retained By Contractors$608,504TotalRetainedByContractorsAmt
Total Net To Organization$618,673TotalNetToOrganizationAmt

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1Vandy Golf DayEvent1Nm
Gross Receipts Event1$83,631GrossReceiptsEvent1Amt
Charitable Contri Event1$54,114CharitableContriEvent1Amt
Gross Revenue Event1$29,517GrossRevenueEvent1Amt
Cash Prizes Event1$0CashPrizesEvent1Amt
Non Cash Prizes Event1$0NonCashPrizesEvent1Amt
Rent Facility Costs Event1$0RentFacilityCostsEvent1Amt
Food And Beverage Event1$0FoodAndBeverageEvent1Amt
Entertainment Event1$24,499EntertainmentEvent1Amt
Other Direct Expenses Event1$25,117OtherDirectExpensesEvent1Amt
Event2Baseball BanquetEvent2Nm
Gross Receipts Event2$42,262GrossReceiptsEvent2Amt
Charitable Contri Event2$8,736CharitableContriEvent2Amt
Gross Revenue Event2$33,526GrossRevenueEvent2Amt
Cash Prizes Event2$0CashPrizesEvent2Amt
Non Cash Prizes Event2$3,836NonCashPrizesEvent2Amt
Rent Facility Costs Event2$0RentFacilityCostsEvent2Amt
Food And Beverage Event2$19,131FoodAndBeverageEvent2Amt
Entertainment Event2$0EntertainmentEvent2Amt
Other Direct Expenses Event2$0OtherDirectExpensesEvent2Amt
Other Events Total3OtherEventsTotalCnt
Gross Receipts Other Events$87,012GrossReceiptsOtherEventsAmt
Charitable Contri Other Events$45,277CharitableContriOtherEventsAmt
Gross Revenue Other Events$41,735GrossRevenueOtherEventsAmt
Cash Prizes Other Events$0CashPrizesOtherEventsAmt
Non Cash Prizes Other Events$8,227NonCashPrizesOtherEventsAmt
Rent Fclty Costs Other Events$0RentFcltyCostsOtherEventsAmt
Food And Beverage Other Events$9,390FoodAndBeverageOtherEventsAmt
Entertainment Other Events$650EntertainmentOtherEventsAmt
Oth Direct Expnss Other Events$3,126OthDirectExpnssOtherEventsAmt
Gross Receipts Total$212,905GrossReceiptsTotalAmt
Charitable Contributions Tot$108,127CharitableContributionsTotAmt
Gross Revenue Total Events$104,778GrossRevenueTotalEventsAmt
Cash Prizes Total Events$0CashPrizesTotalEventsAmt
Non Cash Prizes Total Events$12,063NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events$0RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$28,521FoodAndBeverageTotalEventsAmt
Entertainment Total Events$25,149EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$28,243OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$93,976DirectExpenseSummaryEventsAmt
Net Income Summary$10,802NetIncomeSummaryAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule G, Part I, Line 2b(v) payment of fees or payment of expensesFormAndLineReferenceDesc
ExplanationRUFFALO CODY-THE TOTAL AMOUNT PAID TO RUFFALOCODY FOR FISCAL YEAR 2017 WAS $478,314 WHICH INCLUDES PROFESSIONAL FUNDRAISING FEES OF $477,219 AND FUNDRAISING EXPENSES OF $1,095. THE CONTRACT BETWEEN VANDERBILT UNIVERSITY AND RUFFALOCODY CALLS FOR THE REIMBURSEMENT OF FUNDRAISING EXPENSES INCURRED BY RUFFALOCODY, SUCH AS PRINTING AND POSTAGE, WHICH ARE INVOICED SEPARATE FROM TELEMARKETING SERVICE FEES.;GRENZEBACH, GLIER & ASSOCIATES-THE TOTAL AMOUNT PAID TO GG+A FOR FISCAL YEAR 2017 WAS $104,851, WHICH INCLUDES PROFESSIONAL FUNDRAISING FEES OF $95,085 AND EXPENSES OF $9,766. THE CONTRACT BETWEEN VANDERBILT UNIVERSITY AND GG+A CALLS FOR THE REIMBURSEMENT OF TRAVEL RELATED FUNDRAISING EXPENSES INCURRED BY GG+A, SUCH AS AIRFARE AND HOTEL, WHICH ARE INVOICED AS INCURRED. GG+A PROVIDE CONSULTING SERVICES FOR VANDERBILT UNIVERSITY'S OVERALL FUNDRAISING PROGRAM. GG+A DO NOT RAISE FUNDS FOR VANDERBILT OR HELP RAISE FUNDS FOR A SPECIFIC PURPOSE.;WASHBURN & MCGOLDRICK, LLC-THE TOTAL AMOUNT PAID TO WASHBURN AND MCGOLDRICK FOR FISCAL YEAR 2017 WAS $39,815, WHICH INCLUDES PROFESSIONAL FUNDRAISING FEES OF $36,200 AND EXPENSES OF $3,615. THE CONTRACT BETWEEN VANDERBILT UNIVERSITY AND WASHBURN AND MCGOLDRICK CALLS FOR THE REIMBURSEMENT OF TRAVEL RELATED FUNDRAISING EXPENSES INCURRED BY WASHBURN AND MCGOLDRICK, SUCH AS AIRFARE AND HOTEL, WHICH ARE INVOICED AS INCURRED. WASHBURN AND MCGOLDRICK PROVIDE CONSULTING SERVICES FOR VANDERBILT UNIVERSITY'S OVERALL FUNDRAISING PROGRAM. WASHBURN AND MCGOLDRICK DO NOT RAISE FUNDS FOR VANDERBILT OR HELP RAISE FUNDS FOR A SPECIFIC PURPOSE.;ExplanationTxt

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (126 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtValuation Method UsedValuationMethodUsedDescNon Cash AssistanceNonCashAssistanceDescPurpose Of GrantPurposeOfGrantTxtAddress Line2USAddress/AddressLine2Txt
Adventure Science Center
800 Fort Negley BlvdNashvilleTN37203620479192501(c)(3)$6,240$0N/AN/AInstruction
Arizona State University
Box 873503TempeAZ852873503860196696GOVT$35,952$0N/AN/AResearch
Auburn University
301 Samford HallAuburn UniversityAL36849636000724GOVT$30,400$0N/AN/AResearch
Base Pair Biotechnologies Inc
9307 W BroadwayPearlandTX77584454702942N/A$40,000$0N/AN/AResearch
Baylor College of Medicine
1 Baylor PlazaHoustonTX77030741613878501(c)(3)$236,740$0N/AN/AResearch
Brigham and Women's Hospital Inc
101 Huntington AveBostonMA02199042312909501(c)(3)$288,148$0N/AN/AResearch
Cal Poly Pomono Foundation Inc
3801 West Temple AvenuePomonaCA91768952417645501(c)(3)$7,762$0N/AN/AResearch
California Institute of Technology
MC 201-15PasadenaCA91125951643307501(c)(3)$390,079$0N/AN/AResearch
Carnegie-Mellon University
5000 Forbes AvenuePittsburghPA15213250969449501(c)(3)$542,598$0N/AN/AResearch
Case Western University
10900 Euclid AvenueClevelandOH44106341018992501(c)(3)$422,616$0N/AN/AResearch
Children's Hospital of Los Angeles
4650 Sunset BlvdLos AngelesCA90027951690977501(c)(3)$589,025$0N/AN/AResearch
Christian Brothers University
650 East Parkway SouthMemphisTN38104620476666501(c)(3)$17,052$0N/AN/AInstruction
Claremont Graduate University
150 East Tenth StreetClaremontCA91711951664100501(c)(3)$424,452$0N/AN/AResearch
Cleveland Clinic Lerner College of Case Western Reserve University
9500 Euclid AveClevelandOH44195340714585501(c)(3)$75,423$0N/AN/AResearch
Cleveland State Community College
3535 Adkisson DriveClevelandTN37320620762876GOVT$30,817$0N/AN/APublic Service
Columbia State Community College
1665 Hampshire PikeColumbiaTN38401237106327501(c)(3)$91,124$0N/AN/AResearch
Conexion Americas
2195 Nolensville PikeNashvilleTN37211621715618501(c)(3)$10,000$0N/AN/AContribution
Cornell University
120 Day HallIthacaNY14853150532082501(c)(3)$59,985$0N/AN/AResearch
Dana Farber Cancer Institute Inc
450 Brookline AvenueBostonMA02215042263040501(c)(3)$143,739$0N/AN/AResearch
Duke University
Box 104135DurhamNC277080077560532129501(c)(3)$75,078$0N/AN/AResearch
Dynamic Object Language Labs Inc
2 Parsonage Hill RoadHaverhillMA01832100142007N/A$337,197$0N/AN/AResearch
East Tennessee University
Box 70565Johnson CityTN376141707626021046GOVT$9,304$0N/AN/AInstruction
Education Development Center Inc
55 Chapel StreetNewtonMA02458042241718501(c)(3)$47,620$0N/AN/AResearch
ETR Associates
100 Enterprise WayScotts ValleyCA95066922760764501(c)(3)$15,806$0N/AN/AResearch
Fisk University
1000 17th Avenue NorthNashvilleTN37208620202000501(c)(3)$229,774$0N/AN/AResearch, Instruction
Flocel Inc
4415 Euclid AvenueClevelandOH44103201826225N/A$74,920$0N/AN/AResearch
Florida Atlantic University
777 Glades RoadBoca RatonFL33431650385507GOVT$367,687$0N/AN/AResearch
Florida College
119 N Glen Arven AveTemple TerraceFL33617590737882501(c)(3)$5,485$0N/AN/AContribution
Florida State University
874 Traditions WayTallahasseeFL32306596001138GOVT$400,619$0N/AN/AResearch
GE Global Research
One Research CircleNiksayunaNY12309140689340N/A$108,661$0N/AN/AResearch
Georgetown University Medical Center
3307 M Street NWWashingtonDC20007530196603501(c)(3)$31,579$0N/AN/AResearch
Georgia State University
PO Box 3999AtlantaGA30302581845423501(c)(3)$48,043$0N/AN/AResearch
Georgia Tech Research Corporation
550 Tenth Street NWAtlantaGA30332580603146501(c)(3)$112,111$0N/AN/AResearch
H Lee Moffitt Cancer Center and Research Institute
12902 Magnolia DriveTampaFL33612592451713501(c)(3)$125,982$0N/AN/AResearch
Howard University
576 W Street NWWashingtonDC20059530204707501(c)(3)$59,588$0N/AN/AResearch
Humanities Tennessee
306 Gay St Ste 306NashvilleTN37201620933337501(c)(3)$10,000$0N/AN/AContribution
IBEX Preclinical Research Inc
1072 RSI DriveLoganUT84321200756707N/A$29,691$0N/AN/AResearch
Indiana University
PO Box 1847BloomingtonIN474021847356001673501(c)(3)$26,428$0N/AN/AResearch
Johns Hopkins University
3400 N Charles StreetBaltimoreMD21218520595110501(c)(3)$183,376$0N/AN/AResearch
Leland Stanford Junior University
651 Serra StreetStanfordCA94305941156365501(c)(3)$219,969$0N/AN/AResearchRoom 260
Lipscomb University
One University Park DriveNashvilleTN37204620485733501(c)(3)$14,910$0N/AN/AResearch
Massachusetts Institute of Technology
77 Massachusetts AvenueCambridgeMA02139042103594501(c)(3)$87,517$0N/AN/AResearch
Mayo Clinic Research
PO Box 860334MinneapolisMN55486416011702501(c)(3)$14,390$0N/AN/AResearch
Meharry Medical College
1005 DB Todd BlvdNashvilleTN37208620488046501(c)(3)$64,866$0N/AN/AResearch, Instruction
Metro Nashville Public Schools (MNPS)
2601 Bransford AveNashvilleTN37204620717138GOVT$5,000$3,500FMVSchool suppliesContribution
Metropolitan Interdenominational Church
PO Box 280779NashvilleTN372280779621100022501(c)(3)$81,694$0N/AN/AResearch
Michigan State University
301 Administration BldgEst LansingMI488241046386005984501(c)(3)$22,375$0N/AN/AResearch
Middle Tennessee State University
1301 East Main StreetMurfreesboroTN37132626005794GOVT$101,075$0N/AN/AResearch, Instruction
Moss Rose Education Foundation
PO Box 158781NashvilleTN37215453123397501(c)(3)$10,000$0N/AN/AContribution
Nashville Downtown Partnership
150 4th Ave N Suite G-150NashvilleTN37219621774641501(c)(3)$10,750$0N/AN/AContribution
Nashville Public Library Foundation
615 Church StNashvilleTN37219621681766501(c)(3)$57,000$0N/AN/AContribution
North Carolina State Board of Education
6302 Mail Service CenterRaleighNC27699561492826GOVT$84,441$0N/AN/AResearch
North Carolina State University
Campus Box 7214RaleighNC27695566000756GOVT$144,231$0N/AN/AResearch
Northeast State Community College
2425 Highway 75BlountvilleTN37617621033870GOVT$35,362$0N/AN/APublic Service
Northwest Arkansas Education Service Cooperative
4 N Double Spring RdFarmingtonAR72730710615858GOVT$50,260$0N/AN/AResearch
Northwestern University
619 Clark StreetEvanstonIL602081112362167817501(c)(3)$345,663$0N/AN/AResearch
Ohio State University Research Foundation
1960 Kenny RoadColumbusOH432101063316401599501(c)(3)$27,182$0N/AN/AResearch
Oregon Health & Science University
2525 SW 1st AvePortlandOR97201237083114501(c)(3)$846,792$0N/AN/AResearch
Oregon State University
312 Kerr Administration BldgCorvallisOR973312140481278540GOVT$52,614$0N/AN/AResearch
Pellissippi State Community College
10915 Hardin Valley RoadKnoxvilleTN37933620938734GOVT$35,146$0N/AN/APublic Service
Project One Four
PO Box 330915MurfreesboroTN37133263333542501(c)(3)$9,200$0N/AN/AContribution
Purdue University
302 Wood StreetWest LafayetteIN479072040356002041501(c)(3)$95,847$0N/AN/AResearch
Rand Corporation
1776 Main StreetSanta MonicaCA904072138951958142501(c)(3)$311,000$0N/AN/AResearch
Regents of the University of California Berkeley
2150 Shattuck Ave Ste 313BerkeleyCA94704946002123501(c)(3)$134,429$0N/AN/AResearch
Regents of the University of Colorado Boulder
3100 Marine Street - 4th FloorBoulderCO80309846000555501(c)(3)$250,125$0N/AN/AResearch
Regents of the University of Minnesota
200 Oak StreetMinneapolisMN554552070416007513GOVT$117,979$0N/AN/AInstruction
Research Foundation for Mental Hygiene Inc
150 Broadway Suite 301MenandsNY12204141410842501(c)(3)$112,254$0N/AN/AResearch
Research Institute at Nationwide Children's Research
700 Childrens DriveColumbusOH43205316056230501(c)(3)$92,722$0N/AN/AResearch
Roane State Community College
276 Patton LaneHarrimanTN377488615620819102GOVT$39,039$0N/AN/APublic Service
Rutgers University
3 Rutgers PlazaNew BrunswickNJ08901237318742501(c)(3)$510,150$0N/AN/AResearch
Securboration Inc
1050 West NASA BlvdMelbourneFL32901593729686N/A$65,053$0N/AN/AResearch
Southern California Institute for Research and Education
5901 ESeventh StreetLong BeachCA90822331331855501(c)(3)$12,115$0N/AN/AResearch
Southern Methodist University
PO Box 750259DallasTX752750259750800689501(c)(3)$580,113$0N/AN/AResearch, Instruction
SRI International
333 Ravenwood AvenueMenlo ParkCA94025941160950501(c)(3)$71,337$0N/AN/AResearch
Syriac Institute
954 River RoadPiscatawayNJ08854223785056501(c)(3)$7,196$0N/AN/AResearch
Tampa VA Research and Education Foundation
5620 E Fowler AveTemple TerraceFL33617593444354501(c)(3)$55,779$0N/AN/AResearch
Tennessee Performing Arts Center
505 Deadrick StNashvilleTN37243581320590501(c)(3)$15,000$0N/AN/AContribution
Tennessee State University
3500 John Merritt BlvdNashvilleTN37209620786119GOVT$158,061$0N/AN/AResearch, Instruction
Tennessee Technological University
Box 5012CookevilleTN385050001620646806GOVT$15,397$0N/AN/AInstruction
The Conservancy For The Parthenon And Centennial Park
PO Box 196340NashvilleTN37219581609026501(c)(3)$10,000$0N/AN/AContribution
Thistle Farms
5122 Charlotte PikeNashvilleTN37209582050089501(c)(3)$6,033$0N/AN/AContribution
Tougaloo College
500 West County Line RoadTougalooMS39174640303093501(c)(3)$176,150$0N/AN/AResearch
US Army Institute of Surgical Research
3698 Chambers PassSan AntonioTX782346315300440374GOVT$278,787$0N/AN/AResearch
University of Alabama
Box 870104TuscaloosaAL358470104636001138501(c)(3)$25,898$0N/AN/AResearch
University of Arizona
P O Box 3308TucsonAZ85722866004791GOVT$19,536$0N/AN/AResearch
University of California - Los Angeles
11000 Kinross BldgLos AngelesCA90095956006143501(c)(3)$197,195$0N/AN/AResearch
University of California - Riverside
200 University Office BuildingRiversideCA92521956006142501(c)(3)$208,993$0N/AN/AResearch
University of California - San Francisco
3333 California StreetSan FranciscoCA941430962941550853501(c)(3)$87,348$0N/AN/AResearch
University of California - Santa Barbara
3227 Cheadle HallSanta BarbaraCA931062050956006145501(c)(3)$497,849$0N/AN/AResearch
University of California San Diego
9500 Gilman DriveLa JollaCA920930934956006144501(c)(3)$11,013$0N/AN/AResearch
University of Chicago
1225 East 60th StreetChicagoIL606372801362177139501(c)(3)$331,705$0N/AN/AResearch
University of Cincinnati
PO Box 210386CincinnatiOH452210386316000989GOVT$40,118$0N/AN/AResearch
University of Connecticut
438 Whitney Road ExtensionStorrs MansfieldCT062691133060772160GOVT$247,099$0N/AN/AInstruction
University of Florida
219 Grinter HallGainesvilleFL326115500596002052GOVT$171,574$0N/AN/AResearch
University of Hawaii
2440 Campus Road Box 368HonoluluHI96822996000354GOVT$73,149$0N/AN/AResearch
University of Illinois at Chicago
809 South Marshfield AveChicagoIL606127205376000511501(c)(3)$137,785$0N/AN/AResearch; Instruction
University of Kentucky Research Foundation
1000 South Limestone StreetLexingtonKY405360293616033693501(c)(3)$58,664$0N/AN/AResearch
University of Maryland
4101 Chesapeake BuildingCollege ParkMD20742526002033GOVT$238,487$0N/AN/AResearch
University of Massachusetts Boston
100 Morrissey BlvdBostonMA021253393043167352GOVT$22,706$0N/AN/AResearch
University of Memphis
Administration Bldg Room 315MemphisTN38152620648618GOVT$8,560$0N/AN/AInstruction
University of Miami
1320 South Dixie HighwayCoral GablesFL33146590624458501(c)(3)$51,503$0N/AN/AResearch
University of Michigan
3089 Wolverine TowerAnn ArborMI481091287386006309501(c)(3)$63,402$0N/AN/AResearch
University of Minnesota
200 Oak Street SEMinneapolisMN554552070416007513GOVT$532,364$0N/AN/AResearch
University of Missouri-Columbia
310 Jesse HallColumbiaMO65211436003859GOVT$28,510$0N/AN/AResearch
University of Nebraska Medical Center
42nd Dewey AveOmahaNE68198470049123501(c)(3)$189,526$0N/AN/AResearch
University of Notre Dame
511 Main BuildingNotre DameIN46556350868188501(c)(3)$8,815$0N/AN/AResearch
University of North Carolina-Chapel Hill
104 Airport DrChapel HillNC275991350566001393501(c)(3)$617,437$0N/AN/AResearch
University of North Dakota
264 Centennial DriveGrand ForksND582027306456002491GOVT$9,303$0N/AN/AResearch
University of North Florida
1 UNF DriveJacksonvilleFL32224592976169GOVT$80,333$0N/AN/AResearch
University of Pennsylvania
3440 Market StreetPhiladelphiaPA191043325231352685501(c)(3)$152,110$0N/AN/AResearch
University of Pittsburgh
3130 Cathedral of LearningPittsburghPA15620250965591501(c)(3)$674,056$0N/AN/AResearch
University of South Florida
4202 E Fowler AveTampaFL336209951590879015501(c)(3)$127,133$0N/AN/AResearch
University of Tennessee
201 Andy Holt TowerKnoxvilleTN379960100626001636GOVT$273,252$0N/AN/AResearch, Instruction
University of Texas at Austin
PO Box 8029AustinTX787138029746000203GOVT$149,108$0N/AN/AResearch , Instruction
University of Texas Health Science Center at San Antonio
7703 Floyd Curl DriveSan AntonioTX782293900741586031GOVT$36,673$0N/AN/AResearch
University of Texas Medical Branch at Galveston
PO Box 660120DallasTX75266746000949GOVT$9,190$0N/AN/AResearch
University of Virginia
PO Box 400195CharlottesvilleVA229044195546001796501(c)(3)$189,482$0N/AN/AResearch
University of Washington
Box 359472SeattleWA98195916001537GOVT$344,915$0N/AN/AResearch
University of Wisconsin-Madison
21 North Park StreetMadisonWI53715396006492GOVT$407,442$0N/AN/AResearch
Vanderbilt University Medical Center
1161 21st Ave SNashvilleTN37232352528741501(c)(3)$24,769,746$0N/AN/AResearch, Instruction
Virginia Commonwealth University
800 East Leigh StreetRichmondVA23219546001758GOVT$45,046$0N/AN/AInstruction
Virginia Polytechnic Institute
460 Turner StreetBlacksburgVA24060546001805GOVT$8,909$0N/AN/AResearch
Washington State University
Post Office Box 641025PullmanWA991641025916001108501(c)(3)$158,718$0N/AN/AResearch
Weill Medical College of Cornell University
1300 York AveNew YorkNY10065136094042501(c)(3)$42,062$0N/AN/AResearch
Yale University
47 College StreetNew HavenCT065208047060646973501(c)(3)$98,565$0N/AN/AResearch
York County Community College
112 College DriveWellsME04073010416015GOVT$7,868$0N/AN/AInstruction
FieldValueIRS element (for citing)
Total501c3 Org120Total501c3OrgCnt
Total Other Org6TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtValuation Method UsedValuationMethodUsedDescNon Cash AssistanceNonCashAssistanceDesc
Leadership Awards22$19,750$0N/AN/A
Entrepreneurial Grants7$55,000$0N/AN/A
Student Financial Assistance6774$309,273,261$0N/AN/A

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule I, Part I, Line 2 Procedures for monitoring use of grant funds.FormAndLineReferenceDesc
Explanationsubrecipient grants: Vanderbilt University maintains a formal policy defining its procedures for monitoring the use of sponsored funds by subrecipients who are performing a portion of a sponsored project externally awarded to Vanderbilt. The policy provides guidance to ensure that subrecipients conduct their portions of sponsored projects in compliance with laws, regulations, terms and conditions of awards and subawards, and that reimbursed costs incurred by subrecipients are allowed. The policy addresses the roles and responsibilities of central offices and academic departments of the university and describes the monitoring procedures for each area. The full text of Vanderbilt's subrecipient policy is available online at the following web address: https://www.vanderbilt.edu/ocga/docs/vupolicies/subrecipient/RevisedVUSubrecipientMonitoringGuidelines_effective12_26_2014.pdf Other Assistance: Assistance offered from institutional funds by Vanderbilt to our students is awarded on the basis of merit and/or financial need. Such assistance helps students and their families support the cost of attendance which includes tuition, mandatory fees, room & board, books, other course materials/supplies, and allowances for personal/miscellaneous and travel expenses. Merit-based awards are competitively awarded in recognition of academic achievement, leadership, commitment to community service, contributions to society, and other forms of accomplishment. Need-based assistance is awarded on the basis of documented financial need, resulting from a need analysis evaluation accomplished in accordance with relevant and applicable federal, state, and/or institutional programs, policies, and eligibility requirements. Financial Aid: The units responsible for administering student financial aid at Vanderbilt regularly initiate system-generated reviews, as well as other cross-checks on an ad hoc basis. Results from these reviews, along with recurring management reports, are regularly evaluated. Subsequently, follow-up corrective actions are taken when appropriate and potentially include award revisions or cancellations. These provisions are designed to help ensure that student assistance funds are awarded to eligible recipients, in accordance with applicable federal, state, institutional, and other program legislation, as well as relevant internal University policies and operational guidelines/criteria.ExplanationTxt

Schedule J IRS990ScheduleJ

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

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (26 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
Nicholas S Zeppos
See Schedule O$1,046,315$0$2,899,175$0$58,446$0$296,424$0$22,032$0$4,322,392$0$0$0
Audrey J Anderson
See Schedule O$653,156$0$412,373$0$11,742$0$100,807$0$26,970$0$1,205,048$0$0$0
Beth A Fortune
See Schedule O$359,482$0$66,292$0$29,289$0$13,091$0$10,849$0$479,003$0$0$0
Nathan Green
See Schedule O$262,624$0$0$0$10,899$0$7,950$0$24,610$0$306,083$0$0$0
Anders W Hall
See Schedule O$722,367$0$800,753$0$28,540$0$441,107$0$14,140$0$2,006,907$0$0$0
George C Hill
See Schedule O$396,939$0$0$0$12,536$0$13,091$0$102$0$422,668$0$0$0
Eric C Kopstain
See Schedule O$446,107$0$253,540$0$11,228$0$13,091$0$23,337$0$747,303$0$0$0
John M Lutz
See Schedule O$752,105$0$386,544$0$11,742$0$109,865$0$16,522$0$1,276,778$0$0$0
Susie S Stalcup
See Schedule O$577,148$0$99,736$0$14,064$0$13,091$0$7,880$0$711,919$0$0$0
Brett C Sweet
See Schedule O$826,892$0$615,210$0$29,310$0$224,202$0$40,864$0$1,736,478$0$0$0
Susan Wente
See Schedule O$611,377$0$687,920$0$29,742$0$13,091$0$34,088$0$1,376,218$0$0$0
David Williams II
See Schedule O$846,335$0$214,809$0$36,290$0$13,091$0$37,688$0$1,148,213$0$0$0
Jeffrey Balser
See Schedule O$572,702$0$0$0$34,914$0$13,091$0$8,568$0$629,275$0$0$0
Lauren Benton
See Schedule O$539,714$0$35,000$0$131,789$0$73,091$0$28,936$0$808,530$0$0$0
Lawrence J Marnett
See Schedule O$509,468$0$138,983$0$32,843$0$23,091$0$14,289$0$718,674$0$0$0
Timothy C Corbin
See Schedule O$879,229$0$1,247,749$0$1,445$0$190,841$0$16,803$0$2,336,067$0$0$0
Bryce Drew
See Schedule O$1,212,990$0$750,000$0$11,168$0$57,950$0$15,034$0$2,047,142$0$0$0
Derek Mason
See Schedule O$2,480,117$0$162,500$0$29,310$0$113,091$0$27,505$0$2,812,523$0$0$0
Hunter McCrossin
See Schedule O$348,599$0$609,024$0$18,353$0$291,526$0$25,984$0$1,293,486$0$0$0
Travis W Shore
See Schedule O$325,119$0$646,328$0$18,357$0$269,845$0$14,670$0$1,274,319$0$0$0
Richard C McCarty
See Schedule O$558,698$0$0$0$32,837$0$13,091$0$17,833$0$622,459$0$0$0
Mitch Edgeworth
See Schedule O$174,658$0$0$0$9,097$0$8,810$0$8,125$0$200,690$0$0$0
Charles L Gregory
See Schedule O$165,536$0$0$0$17,781$0$8,737$0$8,752$0$200,806$0$0$0
John F Manning Jr PhD MBA
See Schedule O$213,317$0$0$0$11,274$0$10,703$0$5,291$0$240,585$0$0$0
Charles W Pinson MD MBA
See Schedule O$404,608$0$0$0$29,688$0$12,907$0$4,524$0$451,727$0$0$0
David Posch
See Schedule O$223,164$0$0$0$12,786$0$11,115$0$5,077$0$252,142$0$0$0

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule J, Part II Vanderbilt/VUMC Reorganization Compensation ReportingPRIOR TO APRIL 29, 2016, VANDERBILT UNIVERSITY ("VANDERBILT") (FEIN: 62-0476822) OPERATED VANDERBILT UNIVERSITY MEDICAL CENTER (THE "MEDICAL CENTER"), AN ACADEMIC MEDICAL CENTER, AS AN OPERATING UNIT WITHIN VANDERBILT. THE MEDICAL CENTER HOUSED VANDERBILT'S CLINICALLY-RELATED CHARITABLE, ACADEMIC AND HEALTH CARE ACTIVITIES AND ASSETS, INCLUDING THREE TEACHING HOSPITALS, OUTPATIENT CLINICS, THE FACULTY PRACTICE PLAN, OTHER HEALTH CARE SUBSIDIARIES AND JOINT VENTURES, AND CLINICAL RESEARCH AND POST-GRADUATE (RESIDENCY) TRAINING PROGRAMS. ON APRIL 29, 2016, VANDERBILT TRANSFERRED CLINICAL SERVICES OPERATIONS, POSTGRADUATE TRAINING PROGRAMS, AND CLINICAL DEPARTMENT RESEARCH ACTIVITIES, ALONG WITH THE RELATED ASSETS AND LIABILITIES, TO VANDERBILT UNIVERSITY MEDICAL CENTER ("VUMC") (FEIN: 35-2528741), A NEWLY INCORPORATED TENNESSEE NON-PROFIT CORPORATION, IN EXCHANGE FOR CONSIDERATION. AS A SEPARATE LEGAL ENTITY, VUMC IS NOT AND WILL NOT BE UNDER COMMON GOVERNANCE WITH OR CONTROLLED BY VANDERBILT NOR WILL VANDERBILT BE FINANCIALLY RESPONSIBLE FOR VUMC INDEBTEDNESS. FOLLOWING THE TRANSACTION, VANDERBILT HAS AN ON-GOING RELATIONSHIP WITH VUMC EMBODIED IN A NUMBER OF WRITTEN AGREEMENTS, INCLUDING AN ACADEMIC AFFILIATION AGREEMENT, A TRADEMARK LICENSING AGREEMENT AND A GROUND LEASE. IN ADDITION, VANDERBILT AND VUMC PROVIDE SPECIFIED SERVICES TO ONE ANOTHER FOR AGREED-UPON CONSIDERATION PURSUANT TO A RECIPROCAL MASTER SERVICES AGREEMENT. AS A RESULT OF THE TRANSFER OF ASSETS AND LIABILITIES FROM VANDERBILT UNIVERSITY ("VANDERBILT") TO VANDERBILT UNIVERSTY MEDICAL CENTER ("VUMC") ON APRIL 29, 2016, CERTAIN VANDERBILT OFFICERS AND EMPLOYEES TRANSITIONED TO AND BECAME EMPLOYEES OF VUMC BEGINNING APRIL 30, 2016. AS A RESULT, VANDERBILT'S SCHEDULE J REPORTABLE COMPENSATION FOR THOSE INDIVIDUALS ONLY COVERS THE PERIOD JANUARY 1, 2016 THROUGH APRIL 29, 2016. FEDERAL FORM W-2S FOR THE PERIOD JANUARY 1, 2016 - DECEMBER 31, 2016 WERE ISSUED BY VUMC. THOSE INDIVIDUALS ARE: JEFFREY BALSER, MITCH EDGEWORTH, CHARLES L. GREGORY, JOHN F. MANNING JR., CHARLES W. PINSON, AND DAVID POSCH.
Schedule J, Part I, Line 1a First-class or charter travelVanderbilt excludes the benefits from taxable income when a documented business purpose is served. First-class or charter travel - Travelers should fly via commercial airline and work to obtain the lowest fare possible. Business class or first class seating may only be used if the traveler's Vice Chancellor provides approval in writing in advance. This approval is only provided for limited circumstances as provided in Vanderbilt's Travel and Business Expense Policy. In cases where it is not possible to fly commercial due to scheduling commitments, and the travel is of the highest importance, travelers may request that the Chancellor approve a charter flight. After weighing the benefits of the trip against the cost of the charter, the chancellor may approve a charter flight. The Board of Trust has approved the first class travel or charter for the Chancellor when necessitated by his schedule. Per Vanderbilt's athletics travel policy, the Vice Chancellor for University Affairs and Athletics can approve non-student travel on team charter flights, when there are extra seats, without requiring reimbursement to the university since the charter fee is not determined by the number of actual passengers. 3 officers, 3 highest compensated employees, 1 key employee and 1 trustee were provided first-class or charter travel that was not included in taxable compensation.
Schedule J, Part I, Line 1a Travel for companions1 officer was provided companion travel that was included in taxable compensation. 1 highest compensated employee was provided companion travel that was not included in taxable compensation.
Schedule J, Part I, Line 1a Health or social club dues or initiation fees1 officer was provided health or social club dues or initiation fees that were not included in taxable compensation.
Schedule J, Part I, Line 4b Supplemental nonqualified retirement planCertain individuals listed in Form 990. Schedule J, Part II, participate in nonqualified deferred compensation plans. Amounts contributed to the plans include fixed %s of annual bonus payments, and fixed dollar amounts. Contributions to the plan vest when individuals complete their contract term or continue employment to a designated date. Current year accruals of compensation associated with these plans are included in the amounts reported for such individuals in Schedule J, Part II, Column (C). The payout of these amounts in future years will be included in the amounts reported in Schedule J, Part II, Column (B)(iii) for such individuals. Amounts accrued in prior years and previously reported in Schedule J, Part II, Column (C) will be reported in Schedule J, Part II, Column (F). No payouts were made under these plans to participating individuals in 2016.
Schedule J, Part I, Line 7 Non-fixed paymentsCertain individuals listed in Schedule J, Part II received variable incentive compensation based on the achievement of pre-established goals, where judgement was determined either by the Board of Trust or the Chancellor. Incentive payments are shown in Schedule J, Part II, Column B(ii).
Schedule J, Part I, Line 8 Payments on contract that is subject to the initial contract exceptionCertain individuals are, from time to time, serving under the provisions of their initial contract to serve as officers of the university, which principally establishes their compensation, responsibilities and duties.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
HEFB Vanderbilt Univ Series 2012D&E
A626139016592041UV72012-11-29$169,603,023SEE Part VI OF THIS SCHEDULEYes (true)falsefalse
HEFB Vanderbilt Univ Series 2009A&B
B626139016592041WV52009-04-01$328,850,840SEE Part VI OF THIS SCHEDULEYes (true)falsefalse

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtBond DefeasedBondDefeasedAmtTotal ProceedsTotalProceedsAmtIn Reserve FundInReserveFundAmtCapitalized InterestCapitalizedInterestAmtRefunding EscrowRefundingEscrowAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCredit EnhancementCreditEnhancementAmtWorking Capital ExpendituresWorkingCapitalExpendituresAmtCapital ExpendituresCapitalExpendituresAmtOther Spent ProceedsOtherSpentProceedsAmtUnspentUnspentAmtSubstantial CompletionSubstantialCompletionYrCurrent RefundingCurrentRefundingIndAdvance RefundingAdvanceRefundingIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintInd
A$17,855,000$27,370,000$169,603,023$0$0$0$0$0$0$0$169,603,023$02005Yes (true)falseYes (true)Yes (true)
B$12,360,000$310,560,000$328,896,899$0$0$0$2,245,733$0$0$100,365,419$226,285,747$02011Yes (true)falseYes (true)Yes (true)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndAny Research AgreementsAnyResearchAgreementsIndEngage Bond Counsel ResearchEngageBondCounselResearchIndPrivate Bus Use By OthersPrivateBusUseByOthersPctPrivate Bus Concerning UBIPrivateBusConcerningUBIPctTotal Private Business UseTotalPrivateBusinessUsePctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndChange In Use Bond Financed PropChangeInUseBondFinancedPropPctRemedial Action TakenRemedialActionTakenIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
AfalseYes (true)falseYes (true)Yes (true)0.00.00.0falseYes (true)0.0falseYes (true)
BfalsefalsefalseYes (true)Yes (true)0.0020.00.002falseYes (true)0.0falseYes (true)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)

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

Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)

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

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule K, Part I, Column (a) All RowsTHE HEALTH AND EDUCATIONAL FACILITIES BOARD OF METROPOLITAN GOVERNMENT OF NASHVILLE AND DAVIDSON COUNTY, TN (HEFB).
Schedule K, Part I, Column (f) Description of PurposeROW A - 2012D&E - TO REFUND A PORTION OF SERIES 2000A BONDS (ISSUED ON JANUARY 20, 2005); A PORTION OF THE SERIES 2005A BONDS (ISSUED JANUARY 20, 2005); AND A PORTION OF TAX-EXEMPT COMMERCIAL PAPER. ROW B - 2009A&B - TO REFUND TAX-EXEMPT COMMERCIAL PAPER (ISSUED ON JUNE 28, 2007) USED TO FINANCE VARIOUS CAPITAL PROJECTS; REFUND SERIES 2005 B-1 & B-2 BONDS (BOTH ISSUED ON JANUARY 20, 2005); FINANCE VARIOUS CAPITAL IMPROVEMENTS; TO PAY FOR COSTS ASSOCIATED WITH ISSUANCE OF BONDS.
Schedule K, Part II, Line 3 ProceedsDIFFERENCES BETWEEN PART I, COLUMN (E) AND PART II, LINE 3 IS INVESTMENT EARNINGS.
Schedule K, Part III, Line 4 Prvate Business UseVANDERBILT UNIVERSITY IS REPORTING PRIVATE BUSINESS USE PERCENTAGES ON A NET BASIS. REPORTING ON A NET BASIS MEANS THAT PRIVATE BUSINESS USE HAS BEEN ALLOCATED TO THE EQUITY PORTION OF ANY DEBT-FINANCED BUILDINGS AND EQUIPMENT WHERE PRIVATE BUSINESS USE HAS OCCURRED. IN VANDERBILT'S CASE, EQUITY HAS SUBSTANTIALLY EXCEEDED RELATIVELY MINOR PRIVATE BUSINESS USE, RESULTING IN ZERO REPORTED AMOUNTS ON A NET BASIS.
Schedule K, Part III, Line 8a Sale or Disposition of Bond-financed PropertyVANDERBILT UNIVERSITY CALCULATES THE PERCENTAGE OF SALE OR DISPOSITION OF BOND-FINANCED PROPERTY BY USING ALL DISPOSED PROPERTY IN THE NUMERATOR WITHOUT CONSIDERING IF THE PROPERTY WAS SOLD TO A PRIVATE ORGANIZATION OR DISPOSED OF IN THE REGULAR COURSE OF BUSINESS. THIS PROVIDES FOR A MORE CONSERVATIVE CALCULATION. THE ASSETS THAT HAVE BEEN DISPOSED OF CONSIST OF SMALL EQUIPMENT AND NO BOND-FINANCED BUILDINGS OR LARGE EQUIPMENT HAVE BEEN SOLD. IT IS NOT VANDERBILT'S POLICY TO SELL ANY BOND-FINANCED ASSETS TO A NONGOVERNMENTAL PERSON OTHER THAN A 501(C)(3) ORGANIZATION.
Schedule K, Part III, Line 8b Sale or Disposition of Bond-financed PropertyCOLUMN A - 2012D&E - SINCE A PORTION OF SERIES 2012D&E REFINANCED SERIES 2005A&B, THE PORTION OF 2005A&B THAT HAS BEEN DISPOSED OF IS ALLOCATED TO 2012D&E. COLUMN B - 2009A&B - SINCE A PORTION OF SERIES 2009A&B REFINANCED SERIES 2005A&B, THE PORTION OF 2005A&B THAT HAS BEEN DISPOSED OF IS ALLOCATED TO 2009A&B.

Schedule L IRS990ScheduleL

Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp (2 entries)

Relationship With OrgRelationshipWithOrgTxtLoan PurposeLoanPurposeTxtLoan From OrganizationLoanFromOrganizationIndOriginal PrincipalOriginalPrincipalAmtBalance DueBalanceDueAmtDefaultDefaultIndBoard Or Committee ApprovalBoardOrCommitteeApprovalIndWritten AgreementWrittenAgreementInd
Lauren Benton
Key EmployeeHousing LoanYes (X)$500,000$291,667falsefalseYes (true)
Peter G Lake
Family Member of Key EmployeeHousing LoanYes (X)$510,000$59,500falsefalseYes (true)
FieldValueIRS element (for citing)
Total Balance Due$351,167TotalBalanceDueAmt

Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp (2 entries)

Relationship With OrgRelationshipWithOrgTxtCash GrantCashGrantAmtType Of AssistanceTypeOfAssistanceTxtAssistance PurposeAssistancePurposeTxt
Education assistance provided to one interested person
Grant Selection Committee Member$42,642Merit-based scholarshipScholarship to assist individuals fund education costs
Tuition assistance provided to three interested persons
Qualifying dependents of interested persons$71,341Tuition assistanceTuition to assist individuals fund education costs

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (5 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
Gail Carr-Williams
Family member of current officer David Williams, II$136,378Employment at Vanderbiltfalse
Gary Robert Kimball III
Family member of trustee Carroll E. Kimball$174,728Employment at Vanderbiltfalse
Peter Lake
Family member of current key employee Lauren Benton$354,800Employment at Vanderbiltfalse
Stacey McCarty
Family member of former officer Richard McCarty$62,363Employment at Vanderbiltfalse
Sandra Solomon
Family member of current key employee Lauren Benton$80,760Employment at Vanderbiltfalse

Schedule M IRS990ScheduleM

Works Of Art WorksOfArtGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution15ContributionCnt
Noncash Contributions Rpt F990$120,705NoncashContributionsRptF990Amt
Method Of Determining RevenuesMarket valueMethodOfDeterminingRevenuesTxt

Books And Publications BooksAndPublicationsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Noncash Contributions Rpt F990$138,734NoncashContributionsRptF990Amt
Method Of Determining RevenuesMarket valueMethodOfDeterminingRevenuesTxt

Clothing And Household Goods ClothingAndHouseholdGoodsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Noncash Contributions Rpt F990$743NoncashContributionsRptF990Amt
Method Of Determining RevenuesMarket valueMethodOfDeterminingRevenuesTxt

Boats And Planes BoatsAndPlanesGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Noncash Contributions Rpt F990$5,495NoncashContributionsRptF990Amt
Method Of Determining RevenuesMarket valueMethodOfDeterminingRevenuesTxt

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution267ContributionCnt
Noncash Contributions Rpt F990$12,845,143NoncashContributionsRptF990Amt
Method Of Determining RevenuesMarket valueMethodOfDeterminingRevenuesTxt

Collectibles CollectiblesGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution8ContributionCnt
Noncash Contributions Rpt F990$1,422NoncashContributionsRptF990Amt
Method Of Determining RevenuesMarket valueMethodOfDeterminingRevenuesTxt

Food Inventory FoodInventoryGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution55ContributionCnt
Noncash Contributions Rpt F990$5,756NoncashContributionsRptF990Amt
Method Of Determining RevenuesMarket valueMethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp (3 entries)

Non Cash CheckboxNonCashCheckboxIndDescDescContributionContributionCntNoncash Contributions Rpt F990NoncashContributionsRptF990AmtMethod Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)Silent auction and other non-categorized items13$1,296Market value
Yes (X)Software1$3,154,470Market value
Yes (X)Equipment9$179,835Market value
FieldValueIRS element (for citing)
Form8283 Received7Form8283ReceivedCnt
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (true)ReviewProcessUnusualNCGiftsInd
Third Parties UsedfalseThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule M, Part I Reporting Method for Number of ContributionsFormAndLineReferenceDesc
ExplanationVanderbilt University reports the number of contributions received throughout the year for each type of property listed.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (13 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part I, Line 1 Description of Organization MissionVanderbilt University is a center for scholarly research, informed and creative teaching, and service to the community and society at large. Vanderbilt will uphold the highest standards and be a leader in the quest for new knowledge through scholarship, dissemination of knowledge through teaching and outreach, and creative experimentation of ideas and concepts. In pursuit of these goals, Vanderbilt values most highly the intellectual freedom that supports open inquiry and equality, compassion and excellence in all endeavors.
Form 990, Part III, Line 1 Description of Organization MissionSee Disclosure Above.
Form 990, Part III, Line 4a EducationVanderbilt University ("Vanderbilt") offers undergraduate programs in the liberal arts and science, engineering, music, education and human development, as well as a full range of graduate and professional degrees. Vanderbilt's ten schools and colleges include: College of Arts and Science, Blair School of Music, Divinity School, School of Engineering, Graduate School, Law School, School of Medicine, School of Nursing, Owen Graduate School of Management, and Peabody College (of education and human development). Vanderbilt has approximately 6,900 undergraduate students, 5,700 graduate and professional students, and more than 4,700 faculty members including Vanderbilt University Medical Center faculty (Vanderbilt University Medical Center faculty are appointed by Vanderbilt but are employed by Vanderbilt University Medical Center). Vanderbilt ranked 14th among the nation's best universities in an annual survey conducted by U.S. News & World Report. Vanderbilt's Peabody College of education and human development was named the No. 7 graduate school of education in the nation by U.S. News & World Report. Peabody programs also received top ten rankings in administration and supervision, special education, education policy, elementary education, curriculum and instruction, higher education administration, educational psychology and secondary education. The administration and supervision program and special education program ranked No. 1. Vanderbilt's School of Nursing ranked 15th among the nation's top graduate nursing schools. The Doctor of Nursing Practice program was ranked 11th. Nursing programs ranking in the top 10 in their respective fields include: informatics, adult/gerontology acute and primary care, psychiatric and mental health care, pediatric primary care, and family care. Vanderbilt's School of Medicine ranked 14th for research schools of medicine in the nation, the Law School ranked 17th, the Vanderbilt School of Engineering ranked 36th , and the Owen Graduate School of Management ranked 25nd for graduate business schools. For more information regarding education at Vanderbilt, visit http://www.vanderbilt.edu.
Form 990, Part III, Line 4b Academic and Scientific ResearchVanderbilt University ("Vanderbilt") is an internationally recognized research university. A majority of Vanderbilt's research funding is received from the federal government. Funding is also received from foundations, associations, corporations, and other sources. Vanderbilt's researchers are at the forefront of posing innovative solutions to some of the most challenging questions facing the world today. For more information regarding research at Vanderbilt, visit http://research.vanderbilt.edu
Form 990, Part VI, Line 2 Family/business relationships amongst interested personsBrett Sweet and David Williams - Business relationship
Form 990, Part VI, Line 11b Review of form 990 by governing bodyThe Form 990 is prepared by Vanderbilt University and provided to PricewaterhouseCoopers, Vanderbilt University's independent accounting firm for review. After review by PricewaterhouseCoopers, Vanderbilt University provides a draft copy of the Form 990 and all required schedules for review to all General Officers, which includes the chancellor and Chief Financial Officer. Once this review process is complete, all trustees are provided electronic access to the draft Form 990 and all required schedules for review. The final Form 990 and all required schedules are made available to the full Board of Trust for review via Boardbooks prior to the filing of the return.
Form 990, Part VI, Line 12c Conflict of interest policyVanderbilt University requires that for any faculty or staff member disclosing a potential conflict of interest, the conflict be reviewed by the individual's manager, as well as by the conflict of interest and commitment management office, and the reported conflict be managed, reduced, or eliminated. The manager is required to respond that any recommended management plan has been implemented or that the reported conflict no longer exists. For those conflicts in which Vanderbilt may have an institutional interest, those in which human subject research is performed, or those deemed unmanageable, the university conflicts committee reviews and determines appropriate actions. The university conflicts committee members are appointed by the chancellor and are made up of a faculty member representing each of the university schools, the vice chancellor for administration, the assistant vice chancellor of technology transfer, the director of the human research and protection program, the associate vice chancellor of audit, risk and advisory services and the head of research for the university. The university conflicts committee is chaired by the vice chancellor, general counsel and secretary of the university. The university conflicts committee reports bi-annually to the audit committee of the Board of Trust the matters brought before the committee and the resulting actions. Board of Trust members and senior executive management of the university also must complete annual conflict of interest disclosures and management plans are developed to manage, reduce, or eliminate any potential conflicts of interest. Trustees are notified of their plans and the plans are thoroughly discussed with them to ensure compliance. Those with disclosed potential conflict of interest are presented to the audit committee of the board of trust, along with their respective management action plans, where applicable. Management plans may include restrictions on members such as recusing themselves during deliberations and decisions in which a potential conflict may exist, with the minutes of the meeting reflecting their recusal. Additionally, all members of the Vanderbilt community are required to disclose potential conflicts as they arise throughout the year. The same processes noted above occur for these disclosures.
Form 990, Part VI, Line 15a Process to establish compensation of top management officialTo ensure that Vanderbilt is paying reasonable total compensation, is not violating the private inurement prohibition, which requires that none of the organization's income or assets unreasonably benefit any of its trustees, officers, or key employees, and is in compliance with intermediate sanctions provisions with respect to the general officers, Vanderbilt's Board of Trust has designated a Compensation Committee made up of outside, independent, board members to review and recommend to the Executive Committee of the Board of Trust the total compensation annually for the general officers. The committee utilizes appropriate, nationally-recognized consulting firms to conduct market compensation analyses, provide expert information, and issue reasonableness opinions regarding comparative compensation norms and to ensure compliance with all Internal Revenue Service rules concerning executive compensation, including the Internal Revenue Code provision related to intermediate sanctions deferred compensation, and private inurement. The Compensation Committee reviews the executive compensation philosophy and affirms that it is in line with the Board's expectations. The compensation for the general officers is disclosed in the annual Form 990, which is available to the public in accordance with regulations section 301.6104(d)-1 through 3. Each year, the total compensation review and recommendations are recorded in the minutes of the Compensation Committee meetings. The approval of the recommendations is recorded in the Executive Committee meetings. The full Board is informed annually of the total compensation of the general officers during private session.
Form 990, Part VI, Line 15b Process to establish compensation of other employeesVanderbilt uses the same procedures as described in response to Part VI, Line 15a.
Form 990, Part VI, Line 19 Required documents available to the publicVanderbilt University makes its governing documents available to the public through its Board of Trust website located at: http://www.vanderbilt.edu/boardoftrust. Vanderbilt University makes its conflict of interest policy available to the public through its Compliance Program website located at http://www.vanderbilt.edu/compliance. Vanderbilt University makes its financial statements available to the public through its website located at: http://finance.vanderbilt.edu/report/.
Form 990, Part VII, Section A, Line 1a, Column (A) Continuation of Titles- Nicholas S. Zeppos - Chancellor - Audrey Jane Anderson - Vice Chancellor, General Counsel, and University Secretary - Steve Ertel, Vice Chancellor for Communications - Beth Fortune - Vice Chancellor for Public Affairs; Terminated status as an officer effective February 28th, 2017 - Nathan Green - Interim Vice Chancellor for Public Affairs (effective March 1, 2017) - Anders W. Hall - Vice Chancellor for Investments and Chief Investment Officer - George C. Hill - Chief Diversity Officer and Vice Chancellor for Diversity, Equity and Inclusion - Eric C. Kopstain - Vice Chancellor for Administration - John M. Lutz - Vice Chancellor for Information Technology - Susie S. Stalcup - Vice Chancellor for Development and Alumni Relations - Brett C. Sweet - Vice Chancellor for Finance and Chief Financial Officer - Susan Wente - Provost and Vice Chancellor for Academic Affairs, Professor of Cell and Development Biology - David Williams, II - Vice Chancellor for Athletics and University Affairs and Athletics Director - Jeffrey Balser - Vice Chancellor for Health Affairs; Dean, School of Medicine - Lauren Benton - Dean of College of Arts and Science - Lawrence J. Marnett - Dean of Basic Sciences - Timothy C. Corbin - Head Baseball Coach - Bryce Drew - Head Men's Basketball Coach - Derek Mason - Head Football Coach - Hunter McCrossin - Managing Director, Office of Investments - Travis W. Shore - Managing Director, Office of Investments - Richard C. McCarty - Former Officer (Provost and Vice Chancellor for Academic Affairs); Terminated status as an officer effective July 1, 2014; Current Professor of Psychology - Mitchell Edgeworth - Former Key Employee (CEO, Vanderbilt University Adult Hospital and Clinics); Terminated status as a key employee effective April 29, 2016 - Charles L. Gregory - Former Key Employee (Assistant Vice Chancellor and CEO, Monroe Carell, Jr. Children's Hospital at Vanderbilt; Chief Business Development Officer); Terminated status as a key employee effective April 29, 2016 - John F. Manning, Jr., - Former Key Employee (Associate Vice Chancellor for Health Affairs and Chief Administrative Officer, Vanderbilt University Medical Center; Senior Associate Dean for Operations and Administration, School of Medicine); Terminated status as a key employee effective April 29, 2016 - Charles W. Pinson - Former Key Employee (Deputy Vice Chancellor for Health Affairs; Senior Associate Dean for Clinical Affairs); Terminated status as a key employee effective April 29, 2016 - David Posch - Former Key Employee (CEO, Vanderbilt University Hospital); Terminated status as a key employee effective June 30, 2015
Form 990, Part VIII, Line 2f Other Program Service RevenueAll other program service revenue - Total Revenue: 11143449, Related or Exempt Function Revenue: 11143449, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ;
Form 990, Part XI, Line 9 Other changes in net assets or fund balancesChange in minority interest - -21451158;

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdTotal IncomeTotalIncomeAmtEnd Of Year AssetsEndOfYearAssetsAmtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Txt
Dore Capital LLC
2100 West End Ave Suite 1000NashvilleTN37203264337602InvestmentDE$0$0VU
Dore Capital Real Estate LLC
2100 West End Ave Suite 1000NashvilleTN37203264581498InvestmentDE$0$0VU
Vanderbilt Global Holdings LLC
2100 West End Ave Suite 750NashvilleTN37203463504785Holding CompanyTN$380$241,755VU
Star V Partners LLC
2100 West End Ave Suite 1000NashvilleTN37203InvestmentTN$33,915,117$693,692,736VU

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationInd
Vanderbilt Student Communications Inc
2301 Vanderbilt PlaceNashvilleTN37235237030713Support OrgTN501(c)(3)Type IVUYes (true)
Ingram Charitable Fund Inc
4400 Harding Road 9th FloorNashvilleTN37203581916504Support OrgTN501(c)(3)Type III-ONAfalse
Vanderbilt Global Inc
2100 West End Ste 750NashvilleTN37203460888454Support OrgDE501(c)(3)Type IVGHYes (true)

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtPredominant Income TypePredominantIncomeTypeTxtShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtDisproportionate AllocationsDisproportionateAllocationsIndUBI Code VUBICodeVAmtGeneral Or Managing PartnerGeneralOrManagingPartnerInd
Dore Capital LP
2100 West End Ste 1000NashvilleTN37203264337679InvestmentsDEVUExcluded$15,923,592$72,201,243Yes (true)$360,537Yes (true)
Dore Capital Real Estate LP
2100 West End Ste 1000NashvilleTN37203264581574InvestmentsDEVUExcluded$4,949,229$50,976,598Yes (true)-$935,670Yes (true)

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (9 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEntity TypeEntityTypeTxtShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtOwnershipOwnershipPctControlled OrganizationControlledOrganizationIndAddress Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmProvince Or StateForeignAddress/ProvinceOrStateNmCountryForeignAddress/CountryCdLegal Domicile Foreign CountryLegalDomicileForeignCountryCdAddress Line2ForeignAddress/AddressLine2TxtForeign PostalForeignAddress/ForeignPostalCd
Vanderbilt Legends Club Inc
1500 Legends Club LaneFranklinTN37069621429615Golf ClubTNVUC Corporation$4,115,613$19,641,5181Yes (true)
Commodore Scottish Patron II LP
InvestmentsVUC Corporation$0$8,050,4141Yes (true)50 Lothian Road Festival SquareEdinburghScotlandUKUK
Emergent Pro Alia Fund Sub Fund Emergent African Land Fund
980600835InvestmentsVUC Corporation$0$00.796Yes (true)20 Boulevard Emmanuel ServaisLULU
Pacific Harbor Special Holdings Ltd
InvestmentsVUC Corporation-$17,960$69,972,9951Yes (true)PO Box 957Road TownTortolaVIVIOffshore Incorporations Centre
Vision Borda Da Serra Fund
InvestmentsVUC Corporation$0$00.6525Yes (true)Intertrust Corp Svcs Cayman LtdGeorge TownCJCJ190 Elgin AvenueKY19005
Vision Sao Domingos Fund
investmentsVUC Corporation$0$00.5223Yes (true)Intertrust Corp Svcs Cayman LtdGeorge TownCJCJ190 Elgin AvenueKY19005
Charitable Remainder Trust (75)
Charitable TrustTNVUTrustYes (true)
Perpetual Trust (6)
Charitable TrustTNVUTrustYes (true)
Charitable Lead Trusts (4)
Charitable TrustTNVUTrustYes (true)
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsYes (true)ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (true)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (true)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgYes (true)LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgYes (true)PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesfalseSharingOfFacilitiesInd
Paid Employees SharingfalsePaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (true)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (true)TransferToOtherOrgInd
Transfer From Other OrgYes (true)TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (19 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
Vanderbilt Legends Club Inc
A$574,452FMV
Vanderbilt Student Communications Inc
A$55,828FMV
Dore Capital Real Estate LP
B$942,000FMV
Dore Capital LP
B$1,530,000FMV
Lead Trust (4)
C$319,596FMV
Vanderbilt Legends Club Inc
C$139,257FMV
Vanderbilt Legends Club Inc
D$7,024,287FMV
Vanderbilt Global Inc
L$140,000FMV
Vanderbilt Legends Club Inc
P$103,990FMV
Vanderbilt Student Communications Inc
R$509,450FMV
Charitable Remainder Trust (9)
S$4,764,484FMV
Commodore Scottish Patron II LP
S$553,997FMV
Dore Capital Real Estate LP
S$11,400,000FMV
Dore Capital LP
S$28,518,000FMV
Pacific Harbor
S$57,493FMV
Perpetual Trusts (6)
S$834,944FMV
Vanderbilt Global Inc
S$4,025,000FMV
Vision Borda da Serra
S$357,188FMV
Vision Sao Domingos
S$985,083FMV

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule R, Part V, Line 2(c)FormAndLineReferenceDesc
ExplanationThe amounts reported are derived from the books and records of Vanderbilt University, which are maintained on an accrual basis in accordance with U.S. Generally Accepted Accounting Principles. Valuation of the amounts reported in Schedule R, Part V, Column C is consistent with the valuation reflected in the University's consolidated audited financial statements.ExplanationTxt