UNIVERSITY OF MIAMI: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY OF MIAMI (EIN 59-0624458)
- Tax period
- 2015-06-01 to 2016-05-31
- Filed
- 2017-04-12
- IRS object ID
- 201721029349300107
- Schema version
- 2015v3.0
- 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
- Form 990
- Schedule A
- Schedule C
- Schedule D
- Schedule E
- Schedule F
- Schedule G
- Schedule H
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-04-12T09:15:50-05:00 | ReturnTs |
| Tax Period End | 2016-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 135565207 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 North Greene Street Suite 400 | AddressLine1Txt |
| City | Greensboro | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 590624458 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | University of Miami | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIV | BusinessNameControlTxt |
| Phone | 3052844877 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 248106 | AddressLine1Txt |
| City | Coral Gables | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 331242912 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | David Ertel | PersonNm |
| Person Title | Interim CFO | PersonTitleTxt |
| Phone | 3052431795 | PhoneNum |
| Signature | 2017-04-11 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Allison H Franklin | PreparerPersonNm |
| PTIN | P00448640 | PTIN |
| Phone | 3362753394 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Julio Frenk | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1252 Memorial Dr Rm 230 | AddressLine1Txt |
| City | CG | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33146 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $3,638,133,257 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.MIAMI.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1925 | FormationYr |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Activity Or Mission | The University of Miami's mission is to educate and nurture students, to create knowledge through its comprehensive research programs, and to provide patient care services to our community and beyond. | ActivityOrMissionDesc |
| Voting Members Governing Body | 64 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 52 | VotingMembersIndependentCnt |
| Total Employee | 25000 | TotalEmployeeCnt |
| Total Volunteers | 908 | TotalVolunteersCnt |
| Total Gross UBI | $7,087,640 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $608,176 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $695,504,873 | PYContributionsGrantsAmt |
| CY Contributions Grants | $684,757,248 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,438,916,697 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $2,580,444,930 | CYProgramServiceRevenueAmt |
| PY Investment Income | $106,929,658 | PYInvestmentIncomeAmt |
| CY Investment Income | $32,449,953 | CYInvestmentIncomeAmt |
| PY Other Revenue | $18,584,268 | PYOtherRevenueAmt |
| CY Other Revenue | $19,122,691 | CYOtherRevenueAmt |
| PY Total Revenue | $3,259,935,496 | PYTotalRevenueAmt |
| CY Total Revenue | $3,316,774,822 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $420,640,246 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $434,283,744 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,596,878,935 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,695,850,606 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $547,690 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $538,246 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $24,492,408 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,053,781,348 | PYOtherExpensesAmt |
| CY Other Expenses | $1,113,539,345 | CYOtherExpensesAmt |
| PY Total Expenses | $3,071,848,219 | PYTotalExpensesAmt |
| CY Total Expenses | $3,244,211,941 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $188,087,277 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $72,562,881 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $3,621,404,251 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,805,344,338 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,810,868,250 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,064,502,313 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,810,536,001 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,740,842,025 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | See Form 990, Part I, Line 1, Description of Organization Mission. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,032,959,119 | ExpenseAmt |
| Grant | $382,064,757 | GrantAmt |
| Revenue | $753,716,203 | RevenueAmt |
| Desc | See Schedule OInstruction, academic support, student services:The University of Miami (UM) is a private not-for-profit institution with more than 16,000 students. The University's 11 colleges and schools offer the following degree options: 115 bachelors, 114 masters, and 63 doctoral (59 research/scholarship and 4 professional practice).The School of Architecture, founded in 1983, offers accredited professional undergraduate and graduate degrees in architecture and several post-professional graduate degrees. Programs include the professional Bachelor of Architecture (B.Arch) and the Master of Architecture (M.Arch); the post-professional Master of Science in Architecture (M.S.Arch) in 5 tracks; the Master of Urban Design (M.U.D); and the Master of Real Estate Development and Urbanism (M.R.E.D.U.), an interdisciplinary one-year graduate program that draws on the real-life experience of Developers-in-Residence and faculty support from the Schools of Business Administration and Law as well as Architecture. The College of Arts and Sciences enrolls over 4,900 undergraduate and 600 graduate students in 20 departments and 10 interdisciplinary programs. Sixteen departments offer graduate degrees in the fine arts, natural sciences, humanities, and social sciences.The College of Engineering comprises five departments that offer degrees in aerospace, architectural, biomedical, civil, computer, electrical, environmental, industrial, and mechanical engineering, as well as engineering science. The College of Engineering offers five-year B.S./M.S. degree programs for our undergraduates, as well as traditional master's and doctoral degrees in a number of disciplines, with several specializations in each field of study. Consistent with the tradition of collaboration among the University of Miami schools and colleges, engineering students participate in a number of interdisciplinary programs, including partnerships between the biomedical engineering program and the School of Medicine (premedical concentration); the architectural engineering program and the School of Architecture; the audio engineering program and the School of Music; and the industrial engineering program and the School of Business Administration. Consisting of over 1,100 undergraduate students and over 230 graduate students, the College boasts an impressively diverse student body, consisting of students from 45 different countries. At the undergraduate level, 23% of the student population is Hispanic and 9% is Black. Females represent 31% of the students (compared to an 18% national average, according to the most recent statistics from the American Society for Engineering Education).The School of Law presently enrolls nearly 1,069 candidates for either J.D., LL.M. or dual degrees, and has over 20,000 alumni worldwide. The J.D. program enrolls approximately 935 students from more than 109 colleges and universities throughout the United States. Of the entering J.D. students, approximately 44% are women, 47% are members of minority groups, and 48% are from outside Florida. Close to 66% speak more than one language. The School offers graduate programs in International Law (specializations in Inter-American Law, General International Law, and U.S. and Transnational Law for Foreign Lawyers), International Arbitration, Maritime Law, Entertainment, Art and Sports, Taxation, Taxation of Cross Border Investments, Estate Planning, and Real Property Development, the latter 2 offer courses online as well as on-campus. The graduate program in International Law includes three different specializations. The School also offers several joint degree programs. It is the only law school to offer a J.D./Master's in Music Business, J.D./M.A. in Arts Presenting, and J.D/M.A. in Latin American Studies. In addition, the School offers a J.D./M.B.A., J.D./M.P.S. in Marine Affairs, J.D./M.P.H. in Public Health, J.D./M.S. Ed. in Law, Community and Social Change, J.D./M.A. in Law and Communications, J.D./PH.D. in Law and Environmental Policy, J.D./M.D., J.D./M.P.A. in Public Administration, J.D./LL.M. in Tax, International Law, Maritime Law, Estate Planning or Real Property Development, and a J.D./M.B.A./LL.M. in Tax, Real Property Development or Estate Planning. The School is regularly ranked among the top law schools by U.S. News and World Report for Tax Programs, and its alumni are regularly featured in Super Lawyers Magazine.The Leonard M. Miller School of Medicine has grown rapidly in both size and reputation, earning international acclaim for research, clinical care, and biomedical innovations. The school has more than 1,400 full-time clinical and basic science faculty members and an additional 1,500 professionals from the community serving as voluntary faculty in various departments. Along with the M.D. degree, the school offers a combined M.D./Ph.D. program, an M.D./M.B.A. program, a 4-year and a 5-year M.D./M.P.H. program and 4-year M.D./M.S. in Genomic Medicine, a six-year M.D./J.D. program, graduate degrees in ten areas, postdoctoral programs, and continuing medical education courses. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $351,383,557 | ExpenseAmt |
| Grant | $32,769,648 | GrantAmt |
| Revenue | $159,273,878 | RevenueAmt |
| Desc | See Schedule OResearch and Public Service:UM has been classified by the Carnegie Commission as a Very High Research University. The School of Architecture's areas of focus include the Internet of Things, smart cities, digital fabrication, new urbanism, classical and traditional architecture, and contemporary modernism. They also include health and the built environment, with health care design studios and courses and a continuing research partnership with faculty in the Miller School of Medicine; tropical and subtropical coastal design, building on faculty experience in locations such as Santo Domingo, Mumbai, Cape Town, and Barranquilla.The College of Arts and Sciences provides numerous community outreach activities, including student musical theatre and drama productions at the Jerry Herman Ring Theatre and Alvin Sherman Family Stage; student, faculty, and visiting artist exhibitions in the Project Space in the design district of downtown Miami; faculty curated exhibitions at the Lowe Art Museum; lectures and other educational programs sponsored by the Center for the Humanities; volunteer activities in the public schools, hospitals and community clinics for developmentally disabled children; technology workshops for Miami-Dade public school teachers sponsored by the Department of Modern Languages Laboratory; and a series of programs, hosted by several departments and funded by various federal agencies and private foundations, to enhance the diversity of students pursuing scientific careers through research opportunities for pre-college and undergraduate students; and career development opportunities for high-school and community-college faculty.The School of Law offers externship programs and foreign exchange programs in Argentina, Belgium, Brazil, China, Colombia, France, Germany, India, Ireland, Israel, Spain, Switzerland, and Vietnam. The School's award-winning clinics, focusing on different areas of the law, offer exceptional training grounds and give students practical, hands-on lawyering while also helping needy and underrepresented individuals. The School is also home to LawWithoutWalls (LWOW), an innovative academic model that brings together students, faculty, practitioners, and entrepreneurs from around the country and the world to explore innovation in legal education and practice.The Rosenstiel School of Marine & Atmospheric Science is one of the leading oceanographic research and education institutions in the nation. Known originally as the University's marine laboratory, it was founded in 1943. It evolved into the Institute for Marine Science in 1961, and eight years later became the Rosenstiel School of Marine & Atmospheric Science (RSMAS) within the University of Miami. The Virginia Key campus has grown to include modern research and teaching facilities, a dedicated academic library, and an internationally recognized Marine Invertebrate Museum. RSMAS also operates a state-of-the-art 96-foot catamaran research vessel, the F.G. Walton Smith. The latest addition to RSMAS research and education infrastructure is the Helicopter Observation Platform (HOP), a flying scientific laboratory equipped with state-of-the-art technology and scientific instrumentation, which provides scientists with a unique capability to obtain vital information on environmental processes and mechanisms that affect our climate and impact human health. CSTARS (Center for Southeastern Tropical Advanced Remote Sensing), located on the Richmond campus in south Miami-Dade county was launched in 2003, and conducts research with remotely sensed data received from earth-orbiting satellite systems. This state-of-the-art real-time reception and analysis facility provides data for environmental monitoring from 16 commercial satellites, available 24/7. The predictive power concentrated on this 78-acre campus is helping to provide vital, life-saving information regarding earthquakes, hurricanes, typhoons, freak waves and other natural and manmade disasters, including monitoring of the earthquakes in Haiti and Chile, and the Deepwater Horizon oil spill.The Leonard M. Miller School of Medicine has been designated a Center for AIDS Research (CFAR), the only such center in Florida, and is leading the University's prestigious Clinical and Translational Science Institute (CTSI), awarded by the NIH. Other clinical and research programs include the John P. Hussman Institute for Human Genomics, the Interdisciplinary Stem Cell Institute, the Dr. John T. Macdonald Foundation Biomedical Nanotechnology Institute, the Miami Transplant Institute, The Miami Project to Cure Paralysis, the Diabetes Research Institute, the Mailman Center for Child Development, and many more. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,513,067,314 | ExpenseAmt |
| Grant | $30,086 | GrantAmt |
| Revenue | $1,543,008,190 | RevenueAmt |
| Desc | See Schedule OHealth Care:Located north of downtown Miami near the Civic Center in the Miami Health District, the Leonard M. Miller School of Medicine's campus consists of approximately 72-acres of owned and leased land within the 153-acre University of Miami/Jackson Memorial Hospital complex. Each year the University of Miami Health System's nearly 1,200 physicians have more than two million scheduled patient encounters with outcomes that are among the best in the nation. University of Miami Hospital is the flagship hospital of the University of Miami Health System (UHealth). The University also owns two other hospitals: Sylvester Comprehensive Cancer Center/UMHC - University of Miami Hospital & Clinics and Anne Bates Leach Eye Hospital, home of Bascom Palmer Eye Institute. Bascom Palmer has been recognized as the number one eye hospital in the country for 15 years by U.S. News & World Report in its annual "America's Best Hospitals" issue. In addition to the three University-owned hospitals, there are also three primary hospitals affiliated with UHealth: Jackson Memorial Hospital, the primary teaching hospital for the medical school; Holtz Children's Hospital; and the Bruce W. Carter VA Medical Center. There are also more than a dozen outpatient clinics across Miami-Dade, Broward, Palm Beach, and Collier counties. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $119,094,699 | ExpenseAmt |
| Grant | $19,419,253 | GrantAmt |
| Revenue | $124,446,659 | RevenueAmt |
| Desc | Expenses primarily represent auxiliary enterprises, including intercollegiate athletics, parking, student housing and student dining. Other program services revenues primarily represent auxiliary enterprises revenue, investment income, and investment losses. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $119,094,699 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $19,419,253 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $124,446,659 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $3,016,504,689 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (1) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (1) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | Yes (1) | OperateHospitalInd |
| Audited Financial Stmt Att | Yes (1) | AuditedFinancialStmtAttInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | Yes (1) | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | Yes (1) | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (1) | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 24491 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 25000 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | BD | ForeignCountryCd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | Yes (1) | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 1 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Form1098 C Filed | Yes (1) | Form1098CFiledInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 64 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 52 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Gabriel G Eszterhas Associate VP & Controller | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3052844877 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1320 S Dixie Highway Suite 150 | AddressLine1Txt |
| City | Coral Gables | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 331462912 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (97 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|
| Leonard Abess | ||||||||
| Trustee | 20.00 | Yes (X) | $0 | $0 | $0 | |||
| Michael I Abrams | ||||||||
| Trustee | 4.00 | Yes (X) | $0 | $0 | $0 | |||
| Betty G Amos | ||||||||
| Trustee | 8.00 | Yes (X) | $0 | $0 | $0 | |||
| Jose P Bared | ||||||||
| Trustee | 4.00 | Yes (X) | $0 | $0 | $0 | |||
| Hilarie Bass | ||||||||
| Trustee & Vice Chair | 8.00 | Yes (X) | $0 | $0 | $0 | |||
| Jon Batchelor | ||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Brenda Yester Baty | ||||||||
| Trustee | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| Doyle Beneby | ||||||||
| Trustee | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Fred Berens | ||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Tracey Berkowitz | ||||||||
| Trustee | 15.00 | Yes (X) | $0 | $0 | $0 | |||
| Joaquin F Blaya | ||||||||
| Trustee | 6.00 | Yes (X) | $0 | $0 | $0 | |||
| Alfred A Bunge | ||||||||
| Trustee | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Marc Buoniconti | ||||||||
| Trustee/Senior Director | 10.00 | Yes (X) | $29,230 | $0 | $0 | |||
| Nicholas A Buoniconti | ||||||||
| Trustee | 10.00 | Yes (X) | $0 | $0 | $0 | |||
| M Anthony Burns | ||||||||
| Trustee | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| John E Calles | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Alfred R Camner | ||||||||
| Trustee | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| Wayne E Chaplin | ||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Charles E Cobb | ||||||||
| Trustee | 4.00 | Yes (X) | $0 | $0 | $0 | |||
| Edward A Dauer | ||||||||
| Trustee / Faculty Member | 40.00 | Yes (X) | $93,192 | $0 | $27,787 | |||
| Carlos M de la Cruz Sr | ||||||||
| Trustee | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Paul J DiMare | ||||||||
| Trustee | 4.00 | Yes (X) | $0 | $0 | $0 | |||
| Joseph Echevarria | ||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| David L Epstein | ||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Richard D Fain | ||||||||
| Trustee & Chair | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| George Feldenkreis | ||||||||
| Trustee | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| Phillip Frost | ||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Angel Vicente Gallinal | ||||||||
| Trustee | 1.50 | Yes (X) | $0 | $0 | $0 | |||
| Phillip T George | ||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Thelma VA Gibson | ||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Steven J Green | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Rose Ellen Greene | ||||||||
| Trustee | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Carlos M Gutierrez | ||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Barbara Hecht Havenick | ||||||||
| Trustee | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| Allan M Herbert | ||||||||
| Trustee | 10.00 | Yes (X) | $0 | $0 | $0 | |||
| Arthur H Hertz | ||||||||
| Trustee | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| Marilyn J Holifield | ||||||||
| Trustee | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| Frank R Jimenez | ||||||||
| Trustee | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| Noor Joudi | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Manuel Kadre | ||||||||
| Trustee | 4.00 | Yes (X) | $0 | $0 | $0 | |||
| Bernard J Kosar Jr | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| David Kraslow | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Susan Lytle Lipton | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Daniela Lorenzo | ||||||||
| Trustee | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Jayne Sylvester Malfitano | ||||||||
| Trustee | 4.00 | Yes (X) | $0 | $0 | $0 | |||
| Robert A Mann | ||||||||
| Trustee | 12.00 | Yes (X) | $0 | $0 | $0 | |||
| Stuart A Miller | ||||||||
| Trustee | 12.00 | Yes (X) | $0 | $0 | $0 | |||
| William L Morrison | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Judi Prokop Newman | ||||||||
| Trustee | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| Arva Moore Parks | ||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Jorge M Perez | ||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Thomas E Pfeiffer | ||||||||
| Trustee | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Michael Piechoski | ||||||||
| Trustee | 4.00 | Yes (X) | $0 | $0 | $0 | |||
| Aaron S Podhurst | ||||||||
| Trustee | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| Lois Pope | ||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Alex E Rodriguez | ||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Steven J Saiontz | ||||||||
| Trustee | 10.00 | Yes (X) | $0 | $0 | $0 | |||
| Laurie S Silvers | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| HT Smith Jr | ||||||||
| Trustee & Vice Chair | 7.00 | Yes (X) | $0 | $0 | $0 | |||
| Steven Sonberg | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| E Roe Stamps IV | ||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Ronald G Stone | ||||||||
| Trustee | 10.00 | Yes (X) | $0 | $0 | $0 | |||
| Patricia W Toppel | ||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| David R Weaver | ||||||||
| Trustee | 10.00 | Yes (X) | $0 | $0 | $0 | |||
| G Ed Williamson II | ||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Thomas D Wood Sr | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Julio Frenk | ||||||||
| President | 80.00 | Yes (X) | $705,738 | $0 | $430,626 | Yes (X) | ||
| Leslie Dellinger Aceituno | ||||||||
| Assistant University Secretary | 55.00 | $123,593 | $0 | $27,663 | Yes (X) | |||
| Stephen Cawley | ||||||||
| VP for Information Technology | 60.00 | $435,033 | $0 | $49,086 | Yes (X) | |||
| Mark Diaz | ||||||||
| VP of Budget and Planning | 60.00 | $1,400,426 | $0 | $92,145 | Yes (X) | |||
| Rodolfo Fernandez | ||||||||
| VP for Government Affairs | 70.00 | $310,062 | $0 | $71,026 | Yes (X) | |||
| P Goldschmidt-Clermont | ||||||||
| Sr VP Medical Affairs-Dean | 90.00 | $1,558,918 | $0 | $94,273 | Yes (X) | |||
| Sergio M Gonzalez | ||||||||
| Sr VP, Advancement & External Affairs | 50.00 | $811,091 | $0 | $90,576 | Yes (X) | |||
| Rudolph Rudy Green | ||||||||
| VP & Chief Compliance Officer | 50.00 | $310,567 | $0 | $46,997 | Yes (X) | |||
| John G Haller | ||||||||
| VP, Enrollment Management | 60.00 | $345,738 | $0 | $31,501 | Yes (X) | |||
| Geoffrey Kirles | ||||||||
| VP & Treasurer | 55.00 | $446,652 | $0 | $12,504 | Yes (X) | |||
| Thomas J LeBlanc | ||||||||
| Executive VP & Provost | 55.00 | $825,601 | $0 | $49,943 | Yes (X) | |||
| Larry D Marbert | ||||||||
| VP for Real Estate & Facilities | 65.00 | $405,634 | $0 | $34,092 | Yes (X) | |||
| Jacqueline R Menendez | ||||||||
| VP for University Communications | 60.00 | $356,867 | $0 | $56,866 | Yes (X) | |||
| Nerissa Morris | ||||||||
| VP for Human Resources | 65.00 | $454,519 | $0 | $36,272 | Yes (X) | |||
| Joseph T Natoli | ||||||||
| Sr VP Business & Finance and CFO | 70.00 | $1,089,404 | $0 | $48,098 | Yes (X) | |||
| Aileen M Ugalde | ||||||||
| Secretary of the University | 65.00 | $589,181 | $0 | $67,388 | Yes (X) | |||
| Patricia A Whitely | ||||||||
| VP for Student Affairs | 75.00 | $427,941 | $0 | $62,077 | Yes (X) | |||
| Nestor de la Cruz-Munoz | ||||||||
| Associate Professor Dept of Surgery | 60.00 | $1,607,638 | $0 | $47,028 | Yes (X) | |||
| Alfred J Golden | ||||||||
| Head Coach, Football | 84.00 | $2,629,961 | $0 | $44,049 | Yes (X) | |||
| Lee D Kaplan | ||||||||
| Professor, Orthopaedics | 71.00 | $1,514,503 | $0 | $49,428 | Yes (X) | |||
| James J Larranaga | ||||||||
| Head Coach, Basketball | 80.00 | $1,482,575 | $0 | $44,160 | Yes (X) | |||
| Dipen J Parekh | ||||||||
| Professor, Urology | 80.00 | $1,272,315 | $0 | $47,276 | Yes (X) | |||
| Donna E Shalala | ||||||||
| President (former) | 80.00 | $1,466,927 | $0 | $34,665 | Yes (X) | |||
| Theresa L Ashman | ||||||||
| Associate VP & Controller (fmr) | 60.00 | $283,301 | $0 | $34,810 | Yes (X) | |||
| Richard Ballard | ||||||||
| CEO, UMHC (former) | 48.00 | $531,381 | $0 | $51,476 | Yes (X) | |||
| Steven Falcone | ||||||||
| Chief Exec, UHealth Clinical (fmr) | 70.00 | $886,751 | $0 | $51,866 | Yes (X) | |||
| Michael Gittelman | ||||||||
| CEO, ABLEH (former) | 60.00 | $473,879 | $0 | $46,464 | Yes (X) | |||
| Alan S Livingstone MD | ||||||||
| Chief Exec, UHealth Clinical (fmr) | 90.00 | $1,087,409 | $0 | $48,803 | Yes (X) | |||
| David A Lubarsky | ||||||||
| Chief Integration Officer (fmr) | 80.00 | $1,226,469 | $0 | $52,596 | Yes (X) | |||
| John R Shipley | ||||||||
| VP & Treasurer (former) | 55.00 | $520,040 | $0 | $27,552 | Yes (X) | |||
| John Sory | ||||||||
| Chief Exec,UHealth Rgnl Alliance(fmr | 62.00 | $542,241 | $0 | $43,736 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $26,244,777 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,952,829 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2753 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Arellano Construction Co | |||||
| 7255 NW 19 St Suite B | Miami | FL | 33126 | Construction Services | $26,392,839 |
| GCA Education Services Inc | |||||
| 4702 Western Ave Suite 101 | Knoxville | TN | 37921 | Maintenance & Repair Services | $19,181,183 |
| M&C Saatchi LA Inc | |||||
| 2032 Broadway | Santa Monica | CA | 90402 | Marketing Services | $9,531,828 |
| BDW Construction LLC | |||||
| PO BOX 814865 | Hollywood | FL | 33081 | Construction Services | $5,162,913 |
| Accenture LLP | |||||
| PO BOX 70629 | Chicago | IL | 60673 | IT Services | $4,803,930 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 471 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $1,254,392 | FederatedCampaignsAmt |
| Fundraising | $1,479,176 | FundraisingAmt |
| Government Grants | $407,879,210 | GovernmentGrantsAmt |
| All Other Contributions | $274,144,470 | AllOtherContributionsAmt |
| Noncash Contributions | $54,214,833 | NoncashContributionsAmt |
| Total Contributions | $684,757,248 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| Hospitals and Clinics | 900099 | $1,135,684,974 | $1,135,684,974 | ||
| Tuition and Fees | 900099 | $725,091,255 | $725,091,255 | ||
| Medical Prof Practice | 900099 | $407,323,216 | $406,632,086 | $691,130 | |
| Local Grants and Contr | 900099 | $159,273,878 | $159,273,878 | ||
| Auxiliary Enterprises | 900099 | $124,446,659 | $53,750,795 | $4,988,468 | $65,707,396 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $28,624,948 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $27,899,790 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $725,158 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $2,580,444,930 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $20,541,493 | TotalRevenueColumnAmt |
| Exclusion | $20,541,493 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12,120,843 | TotalRevenueColumnAmt |
| Exclusion | $12,120,843 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $7,810,996 | RealAmt |
| Personal | $2,002 | PersonalAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $4,427,235 | RealAmt |
| Personal | $422 | PersonalAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $3,383,761 | RealAmt |
| Personal | $1,580 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,385,341 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $1,580 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,383,761 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $326,761,134 | SecuritiesAmt |
| Other | $1,425,500 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $313,915,798 | SecuritiesAmt |
| Other | $2,362,376 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $12,845,336 | SecuritiesAmt |
| Other | -$936,876 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,908,460 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $605,497 | UnrelatedBusinessRevenueAmt |
| Exclusion | $11,302,963 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $372,191 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $1,479,176 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $652,604 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$280,413 | TotalRevenueColumnAmt |
| Exclusion | -$280,413 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $3,836 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,836 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $3,836 | UnrelatedBusinessRevenueAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| Other Revenue | 900099 | $3,821,113 | $3,821,113 | |
| Advertising | 523000 | $36,971 | $36,971 | |
| Coach Appearances | 541800 | $35,000 | $35,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $3,893,084 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,316,774,822 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,508,332,778 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $7,087,640 | UnrelatedBusinessRevenueAmt |
| Exclusion | $116,597,156 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,203,199 | TotalAmt |
| Program Services | $31,203,199 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $398,514,596 | TotalAmt |
| Program Services | $398,514,596 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,565,949 | TotalAmt |
| Program Services | $4,565,949 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,094,194 | TotalAmt |
| Program Services | $5,692,777 | ProgramServicesAmt |
| Management And General | $14,229,613 | ManagementAndGeneralAmt |
| Fundraising | $2,171,804 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,292,626,787 | TotalAmt |
| Program Services | $1,216,372,495 | ProgramServicesAmt |
| Management And General | $64,998,060 | ManagementAndGeneralAmt |
| Fundraising | $11,256,232 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $94,967,886 | TotalAmt |
| Program Services | $87,326,484 | ProgramServicesAmt |
| Management And General | $6,229,828 | ManagementAndGeneralAmt |
| Fundraising | $1,411,574 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $206,761,619 | TotalAmt |
| Program Services | $160,689,337 | ProgramServicesAmt |
| Management And General | $42,695,272 | ManagementAndGeneralAmt |
| Fundraising | $3,377,010 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $79,400,120 | TotalAmt |
| Program Services | $72,080,782 | ProgramServicesAmt |
| Management And General | $6,108,786 | ManagementAndGeneralAmt |
| Fundraising | $1,210,552 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,329,849 | TotalAmt |
| Program Services | $2,090,215 | ProgramServicesAmt |
| Management And General | $4,239,634 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,029,237 | TotalAmt |
| Program Services | $155,887 | ProgramServicesAmt |
| Management And General | $873,350 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $261,239 | TotalAmt |
| Management And General | $261,239 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $538,246 | TotalAmt |
| Fundraising | $538,246 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,976,556 | TotalAmt |
| Program Services | $6,976,556 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $197,011,821 | TotalAmt |
| Program Services | $173,045,719 | ProgramServicesAmt |
| Management And General | $22,918,266 | ManagementAndGeneralAmt |
| Fundraising | $1,047,836 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,166,963 | TotalAmt |
| Program Services | $18,410,977 | ProgramServicesAmt |
| Management And General | $631,735 | ManagementAndGeneralAmt |
| Fundraising | $124,251 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,386,761 | TotalAmt |
| Program Services | $55,363,084 | ProgramServicesAmt |
| Management And General | $5,924,105 | ManagementAndGeneralAmt |
| Fundraising | $1,099,572 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,492,603 | TotalAmt |
| Program Services | $20,073,787 | ProgramServicesAmt |
| Management And General | $3,418,816 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,198,402 | TotalAmt |
| Program Services | $1,198,402 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $118,407,927 | TotalAmt |
| Program Services | $106,760,567 | ProgramServicesAmt |
| Management And General | $11,365,742 | ManagementAndGeneralAmt |
| Fundraising | $281,618 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,548,969 | TotalAmt |
| Program Services | $25,251,340 | ProgramServicesAmt |
| Management And General | $941,459 | ManagementAndGeneralAmt |
| Fundraising | $356,170 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,534,792 | TotalAmt |
| Program Services | $20,539,696 | ProgramServicesAmt |
| Management And General | $1,832,307 | ManagementAndGeneralAmt |
| Fundraising | $1,162,789 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,675,843 | TotalAmt |
| Program Services | $38,087,633 | ProgramServicesAmt |
| Management And General | $1,588,210 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $136,498,783 | TotalAmt |
| Program Services | $129,120,261 | ProgramServicesAmt |
| Management And General | $7,378,522 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,064,800 | TotalAmt |
| Program Services | $20,065,104 | ProgramServicesAmt |
| Management And General | $2,999,696 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Medical Supplies | $367,425,678 | $367,425,678 | ||
| Miscellaneous | $60,124,122 | $55,494,164 | $4,175,204 | $454,754 |
| UBIT Income Tax | $405,000 | $405,000 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,244,211,941 | TotalAmt |
| Program Services | $3,016,504,689 | ProgramServicesAmt |
| Management And General | $203,214,844 | ManagementAndGeneralAmt |
| Fundraising | $24,492,408 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,411,303 | BOYAmt |
| EOY | $35,616,726 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $124,293,702 | BOYAmt |
| EOY | $457,841,007 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $199,507,271 | BOYAmt |
| EOY | $190,548,046 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $309,391,795 | BOYAmt |
| EOY | $338,150,894 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $60,083,569 | BOYAmt |
| EOY | $55,913,025 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,679,360 | BOYAmt |
| EOY | $26,568,328 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,440,870 | BOYAmt |
| EOY | $35,541,735 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $3,231,100,323 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,509,300,306 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,664,135,626 | BOYAmt |
| EOY | $1,721,800,017 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $124,016,412 | BOYAmt |
| EOY | $75,984,419 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $976,560,029 | BOYAmt |
| EOY | $806,616,769 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,127,000 | BOYAmt |
| EOY | $1,127,000 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $62,757,314 | BOYAmt |
| EOY | $59,636,372 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,621,404,251 | BOYAmt |
| EOY | $3,805,344,338 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $227,361,414 | BOYAmt |
| EOY | $222,224,508 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $106,770,424 | BOYAmt |
| EOY | $100,656,135 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $781,596,843 | BOYAmt |
| EOY | $911,263,234 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $169,311,900 | BOYAmt |
| EOY | $240,395,536 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $525,827,669 | BOYAmt |
| EOY | $589,962,900 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,810,868,250 | BOYAmt |
| EOY | $2,064,502,313 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $857,247,413 | BOYAmt |
| EOY | $778,990,003 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $474,873,295 | BOYAmt |
| EOY | $462,090,218 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $478,415,293 | BOYAmt |
| EOY | $499,761,804 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,810,536,001 | BOYAmt |
| EOY | $1,740,842,025 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,621,404,251 | BOYAmt |
| EOY | $3,805,344,338 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $72,562,881 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$76,330,045 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$65,926,812 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $664,112,561 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $665,082,826 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $645,431,640 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $695,504,873 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $684,757,248 | CurrentTaxYearAmt |
| Total | $3,354,889,148 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $664,112,561 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $665,082,826 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $645,431,640 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $695,504,873 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $684,757,248 | CurrentTaxYearAmt |
| Total | $3,354,889,148 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $3,354,889,148 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $62,841,566 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $67,787,860 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $70,328,911 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $118,800,048 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $47,066,391 | CurrentTaxYearAmt |
| Total | $366,824,776 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,083,998 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,555,052 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,151,702 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,574,344 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $608,176 | CurrentTaxYearAmt |
| Total | $5,973,272 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $3,727,687,196 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $11,583,747,105 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.90000 | PublicSupportCY170Pct |
| Public Support PY170 | 0.89610 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule C IRS990ScheduleC
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $261,239 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $261,239 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $3,237,469,567 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $3,237,730,806 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $4,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $301,917 | CurrentYearMinus3Amt |
| Current Year Minus2 | $273,233 | CurrentYearMinus2Amt |
| Current Year Minus1 | $263,184 | CurrentYearMinus1Amt |
| Current Year | $261,239 | CurrentYearAmt |
| Total | $1,099,573 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $1,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | $362,555 | RevenuesIncludedAmt |
| Assets Included | $56,102,147 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Coll Used Loan Or Exch Prog | Yes (X) | CollUsedLoanOrExchProgInd |
Collection Used Other Purposes CollectionUsedOtherPurposesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Other Purposes | Yes (X) | CollectionUsedOtherPurposesInd |
| Other Purposes | public ed & outreach programs | OtherPurposesDesc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $887,329,315 | BeginningYearBalanceAmt |
| Contributions | $35,880,046 | ContributionsAmt |
| Investment Earnings Or Losses | -$37,379,832 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | -$7,908,234 | GrantsOrScholarshipsAmt |
| Other Expenditures | -$33,278,781 | OtherExpendituresAmt |
| End Year Balance | $844,642,514 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $865,434,666 | BeginningYearBalanceAmt |
| Contributions | $32,562,542 | ContributionsAmt |
| Investment Earnings Or Losses | $26,787,748 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | -$6,981,057 | GrantsOrScholarshipsAmt |
| Other Expenditures | -$30,474,584 | OtherExpendituresAmt |
| End Year Balance | $887,329,315 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $777,946,842 | BeginningYearBalanceAmt |
| Contributions | $25,884,017 | ContributionsAmt |
| Investment Earnings Or Losses | $96,424,339 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | -$6,545,053 | GrantsOrScholarshipsAmt |
| Other Expenditures | -$28,275,479 | OtherExpendituresAmt |
| End Year Balance | $865,434,666 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $678,694,294 | BeginningYearBalanceAmt |
| Contributions | $22,091,982 | ContributionsAmt |
| Investment Earnings Or Losses | $109,828,176 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | -$6,177,708 | GrantsOrScholarshipsAmt |
| Other Expenditures | -$26,489,902 | OtherExpendituresAmt |
| End Year Balance | $777,946,842 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $719,851,550 | BeginningYearBalanceAmt |
| Contributions | $21,377,588 | ContributionsAmt |
| Investment Earnings Or Losses | -$32,451,356 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | -$5,541,013 | GrantsOrScholarshipsAmt |
| Other Expenditures | -$24,542,475 | OtherExpendituresAmt |
| End Year Balance | $678,694,294 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.19310 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.52570 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.28120 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $90,095,398 | OtherCostOrOtherBasisAmt |
| Book Value | $90,095,398 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,866,235,170 | OtherCostOrOtherBasisAmt |
| Depreciation | $890,435,078 | DepreciationAmt |
| Book Value | $975,800,092 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $51,958,512 | OtherCostOrOtherBasisAmt |
| Depreciation | $36,587,416 | DepreciationAmt |
| Book Value | $15,371,096 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $749,728,201 | OtherCostOrOtherBasisAmt |
| Depreciation | $473,562,137 | DepreciationAmt |
| Book Value | $276,166,064 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $473,083,042 | OtherCostOrOtherBasisAmt |
| Depreciation | $108,715,675 | DepreciationAmt |
| Book Value | $364,367,367 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,721,800,017 | TotalBookValueLandBuildingsAmt |
Financial Derivatives FinancialDerivativesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | -$4,696,337 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Limited Partnerships | $495,577,499 | F |
| Mutual Funds | $270,725,022 | F |
| Other | $45,010,585 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $806,616,769 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (6 entries)
| DescDesc | AmtAmt |
|---|---|
| Medical Self-Insurance Reserves | $109,481,071 |
| Refundable Deposits | $795,185 |
| Accrued Postretirement Benefit Cost | $259,924,448 |
| Annuities Payable | $7,124,424 |
| Refundable Federal Student Loans | $22,705,099 |
| Other Liabilities | $189,932,673 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $589,962,900 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $2,852,494,558 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$76,330,045 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$106,663 | OtherRevenueAmt |
| Revenue Not Reported | -$76,436,708 | RevenueNotReportedAmt |
| Revenue Subtotal | $2,928,931,266 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $6,976,556 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $380,867,000 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $387,843,556 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $3,316,774,822 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,856,368,385 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $2,856,368,385 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $6,976,556 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $380,867,000 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $387,843,556 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $3,244,211,941 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part III, Line 4: | Part III, Line 4: Art Collection: The mission of the Lowe Art Museum, the art museum of the University of Miami, is to serve the University, the Greater South Florida communities, and national and international visitors as a teaching and exhibiting resource through its permanent and borrowed collections. The Museum: collects original, quality works of art primarily from Asia, Africa, Europe and the Americas; exhibits and preserves the permanent collection according to the highest professional standards; researches the permanent collection and publishes new findings in exhibition catalogues and articles; organizes traveling exhibitions and loans of individual works from the permanent collection to expand knowledge and appreciation of art both regionally and nationally; enhances the appreciation of the permanent collection through borrowed and organized traveling exhibitions and loans of individual works; and, supports, extends and enriches the mission of the University of Miami for students, faculty, scholars, residents, and visitors to South Florida to appreciate and more fully comprehend art and its history. More information on the Museum can be found on its website at www.miami.edu/lowe. |
| Part V, Line 4: | Part V, Line 4: Endowment Funds: The University's endowment is used to support the University's mission which is to educate and nurture students, to create knowledge through its comprehensive research programs, and to provide patient care services to its community and beyond. Distributions from the University's endowment are mainly used for student scholarships and fellowships, endowed chairs, research, school/college support, academic program support, library support, and general University support. |
| Part X, Line 2: | Fin 48 Footnote: The University is exempt from federal income taxes under section 501(c)(3) of the Internal Revenue Code. Accordingly, no provision for income taxes is made in the financial statements. At May 31, 2016, there were no uncertain tax positions. The University files tax returns with U.S. federal and other tax authorities for which the statute of limitations may go back to the year ended May 31, 2013. |
| Part XI, Line 2d - Other Adjustments: | Refunds of Program service Rev. - Hospitals.& Clinics - 0 Refunds of Contributions - $106,662.70 |
| Part XI, Line 4b - Other Adjustments: | See Part XI |
| Part XII, Line 4b - Other Adjustments: | See Part XI |
| Part XI and XII, Line 4b: | Other Revenue and Expense Reconciling Items: Tuition discounting $222,248,101, grants and contracts pass-through transactions from sponsoring agencies $163,723,323. Less: non-program related rental expenses $4,429,237; Ubit adjustment of $22,583; and direct expenses related to fundraising events $652,604. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (1) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule E, Part I, Line 3 | The University publishes its Equal Opportunity Policy and Non-discrimination Policy Statement in the following publications: * Workplace Equity & Performance Web site * All UM web sites state our Non-discrimination policy under a link for "Privacy Statement and Legal Notices" * Students Rights and Responsibilities Handbook * Academic Bulletin * Student Handbook distributed at Orientation * Faculty Manual * Employee Handbook * Various public bulletin boards located throughout the various campuses, in contracts with other vendors, during University employee orientation, University Career Website, etc. |
| Schedule E, Part I, Line 6 | The University provides financial assistance in the form of grants to award scholarships and fellowships to students attending the University. In addition, government agencies award grants to the University for research. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (26 entries)
| RegionRegionTxt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt | EmployeeEmployeeCnt |
|---|---|---|---|---|
| Central America & the Caribbean | Program Services | Grants to Recipients | $587,431 | |
| East Asia & the Pacific | Program Services | Grants to Recipients | $291,781 | |
| Europe | Program Services | Grants to Recipients | $600,137 | |
| Middle East & North Africa | Program Services | Grants to Recipients | $182,449 | |
| North America | Program Services | Grants to Recipients | $331,440 | |
| South America | Program Services | Grants to Recipients | $561,994 | |
| South Asia | Program Services | Grants to Recipients | $10,030 | |
| Sub-Saharan Africa | Program Services | Grants to Recipients | $769,157 | |
| Central American and the Caribbean | Program Services | Travel - Institutional Research and Education | $258,729 | |
| East Asia & the Pacific | Program Services | Travel - Institutional Research and Education | $561,107 | |
| Europe | Program Services | Travel - Institutional Research and Education | $1,167,928 | |
| Middle East & North Africa | Program Services | Travel - Institutional Research and Education | $82,817 | |
| North America | Program Services | Travel - Institutional Research and Education | $257,142 | |
| Russia and Neighboring States | Program Services | Travel - Institutional Research and Education | $4,649 | |
| South America | Program Services | Travel - Institutional Research and Education | $356,235 | |
| South Asia | Program Services | Travel - Institutional Research and Education | $85,597 | |
| Sub-Saharan Africa | Program Services | Travel - Institutional Research and Education | $132,469 | |
| Central America and the Caribbean | Investments | N/A | $44,051,950 | |
| Central America and the Caribbean | Program Services | Independent Contractors-Institutional Research and Education | $15,286 | 3 |
| East Asia and the Pacific | Program Services | Independent Contractors-Institutional Research and Education | $20,187 | 8 |
| Europe | Program Services | Independent Contractors-Institutional Research and Education | $1,367,461 | 39 |
| Middle East and North Africa | Program Services | Independent Contractors-Institutional Research and Education | $750 | 1 |
| North America | Program Services | Independent Contractors-Institutional Research and Education | $911,641 | 16 |
| South America | Program Services | Independent Contractors-Institutional Research and Education | $16,493 | 5 |
| South Asia | Program Services | Independent Contractors-Institutional Research and Education | $22,773 | 2 |
| Sub-Saharan Africa | Program Services | Independent Contractors-Institutional Research and Education | $5,950 | 2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 76 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 76 | TotalEmployeeCnt |
| Subtotal Spent | $3,334,419 | SubtotalSpentAmt |
| Continuation Spent | $49,319,164 | ContinuationSpentAmt |
| Total Spent | $52,653,583 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp (32 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt | Description Of Non Cash AsstDescriptionOfNonCashAsstTxt | Valuation Method UsedValuationMethodUsedDesc |
|---|---|---|---|---|---|
| Central America & the Caribbean | Research | $21,804 | Wire Transfer | N/A | N/A |
| Central America & the Caribbean | Research | $565,627 | Wire Transfer | N/A | N/A |
| East Asia & the Pacific | Research | $49,680 | Check | N/A | N/A |
| East Asia & the Pacific | Research | $28,726 | Check | N/A | N/A |
| East Asia & the Pacific | Research | $48,624 | Check | N/A | N/A |
| East Asia & the Pacific | Research | $41,183 | Wire Transfer | N/A | N/A |
| East Asia & the Pacific | Research | $123,568 | Wire Transfer | N/A | N/A |
| Europe | Research | $25,633 | Check | N/A | N/A |
| Europe | Research | $31,301 | Check | N/A | N/A |
| Europe | Research | $6,820 | Check | N/A | N/A |
| Europe | Research | $113,524 | Check | N/A | N/A |
| Europe | Research | $52,786 | Wire Transfer | N/A | N/A |
| Europe | Research | $171,873 | Wire Transfer | N/A | N/A |
| Europe | Research | $16,358 | Wire Transfer | N/A | N/A |
| Europe | Research | $32,636 | Wire Transfer | N/A | N/A |
| Europe | Research | $139,206 | Wire Transfer | N/A | N/A |
| Europe | General Support | $10,000 | Wire Transfer | N/A | N/A |
| Middle East & North Africa | Research | $99,318 | Check | N/A | N/A |
| Middle East & North Africa | Research | $83,131 | Check | N/A | N/A |
| North America | Research | $256,293 | Check | N/A | N/A |
| North America | Research | $75,147 | Check | N/A | N/A |
| South America | Research | $158,400 | Wire Transfer | N/A | N/A |
| South America | Research | $56,039 | Wire Transfer | N/A | N/A |
| South America | Research | $217,670 | Wire Transfer | N/A | N/A |
| South America | Research | $10,103 | Wire Transfer | N/A | N/A |
| South America | Research | $40,523 | Wire Transfer | N/A | N/A |
| South America | Research | $79,260 | Wire Transfer | N/A | N/A |
| South Asia | General Support | $10,030 | Wire Transfer | N/A | N/A |
| Sub-Saharan Africa | Research | $326,679 | Wire Transfer | N/A | N/A |
| Sub-Saharan Africa | Research | $187,542 | Wire Transfer | N/A | N/A |
| Sub-Saharan Africa | Research | $25,528 | Wire Transfer | N/A | N/A |
| Sub-Saharan Africa | Research | $229,408 | Wire Transfer | N/A | N/A |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 3 | Total501c3OrgCnt |
| Total Other Org | 28 | TotalOtherOrgCnt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (8 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt | Description Of Non Cash AsstDescriptionOfNonCashAsstTxt | Valuation Method UsedValuationMethodUsedDesc |
|---|---|---|---|---|---|---|
| Scholarships, Fellowship Grants | Central America and the Caribbean | 3 | $21,952 | Check | N/A | N/A |
| Scholarships, Fellowship Grants | East Asia and the Pacific | 52 | $708,049 | Check | N/A | N/A |
| Scholarships, Fellowship Grants | Europe | 19 | $152,546 | Check | N/A | N/A |
| Scholarships, Fellowship Grants | North America | 6 | $66,352 | Check | N/A | N/A |
| Scholarships, Fellowship Grants | Russia and Neighboring States | 4 | $17,119 | Check | N/A | N/A |
| Scholarships, Fellowship Grants | South America | 9 | $72,890 | Check | N/A | N/A |
| Scholarships, Fellowship Grants | South Asia | 10 | $186,250 | Check | N/A | N/A |
| Scholarships, Fellowship Grants | Sub-Saharan Africa | 3 | $6,371 | Check | N/A | N/A |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | Yes (1) | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 2: | Procedures for Monitoring Grants Outside the United States: The University awards grants as subcontracts to foreign organizations for the purpose of conducting research and research training. Prior to the University awarding the subcontract, the organization is required to submit the proposed scope of work and a budget. Once reviewed and approved, a formal subcontract is issued with the terms and conditions of the award. To comply with terms and conditions of the subcontract, the foreign organization must submit an invoice together with supporting documentation. Upon receipt of the invoice, the faculty member at the University responsible for the grant or his/her designee approves the invoice for payment. In addition, monitoring of the science is conducted by the University faculty member responsible for the grant via site visits, correspondence, phone calls, etc. Reports required under the terms and conditions of the subcontract are submitted by the grantee. |
| Part I, line 3: | Activity Expenditures: Expenditures are recorded based on the accrual method of accounting and are recorded when incurred. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Ruffalo Noel Levitz | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1025 Kirkwood Pkw | AddressLine1Txt |
| City | CedarRapids | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 52404 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | Campaign Management | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $647,356 | GrossReceiptsAmt |
| Retained By Contractor | $538,246 | RetainedByContractorAmt |
| Net To Organization | $109,110 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $647,356 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $538,246 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $109,110 | TotalNetToOrganizationAmt |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | AZ | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | DE | LicensedStatesCd |
| Licensed States | DC | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | ID | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | IN | LicensedStatesCd |
| Licensed States | IA | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | LA | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | MO | LicensedStatesCd |
| Licensed States | MT | LicensedStatesCd |
| Licensed States | NE | LicensedStatesCd |
| Licensed States | NV | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | ND | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | PR | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | SD | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | TX | LicensedStatesCd |
| Licensed States | VI | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | VT | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
| Licensed States | WY | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Dinner Gala | Event1Nm |
| Gross Receipts Event1 | $489,708 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $422,490 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $67,218 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $0 | CashPrizesEvent1Amt |
| Non Cash Prizes Event1 | $4,187 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $0 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $20,142 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $23,249 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $7,656 | OtherDirectExpensesEvent1Amt |
| Event2 | Dinner Gala | Event2Nm |
| Gross Receipts Event2 | $376,488 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $315,978 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $60,510 | GrossRevenueEvent2Amt |
| Cash Prizes Event2 | $0 | CashPrizesEvent2Amt |
| Non Cash Prizes Event2 | $887 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $4,450 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $57,693 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $12,907 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $21,070 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 12 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $985,171 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $740,708 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $244,463 | GrossRevenueOtherEventsAmt |
| Cash Prizes Other Events | $0 | CashPrizesOtherEventsAmt |
| Non Cash Prizes Other Events | $7,359 | NonCashPrizesOtherEventsAmt |
| Rent Fclty Costs Other Events | $3,793 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $240,510 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $120,215 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $128,486 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $1,851,367 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $1,479,176 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $372,191 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $12,433 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $8,243 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $318,345 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $156,371 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $157,212 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $652,604 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$280,413 | NetIncomeSummaryAmt |
Schedule H IRS990ScheduleH
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Assistance Policy | Yes (1) | FinancialAssistancePolicyInd |
| Written Policy | Yes (1) | WrittenPolicyInd |
| Most Hospitals Policy | Yes (X) | MostHospitalsPolicyInd |
| FPG Reference Free Care | Yes (1) | FPGReferenceFreeCareInd |
| Percent200 | Yes (X) | Percent200Ind |
| FPG Reference Discounted Care | 0 | FPGReferenceDiscountedCareInd |
| Free Care Medically Indigent | Yes (1) | FreeCareMedicallyIndigentInd |
| Financial Assistance Budget | Yes (1) | FinancialAssistanceBudgetInd |
| Expenses Exceed Budget | 0 | ExpensesExceedBudgetInd |
| Annual Community Bnft Report | 0 | AnnualCommunityBnftReportInd |
Financial Assistance At Cost Typ FinancialAssistanceAtCostTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $8,770,000 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $8,770,000 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00270 | TotalExpensePct |
Unreimbursed Medicaid UnreimbursedMedicaidGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $128,655,780 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $88,313,322 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $40,342,458 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.01240 | TotalExpensePct |
Total Financial Assistance Typ TotalFinancialAssistanceTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $137,425,780 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $88,313,322 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $49,112,458 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.01510 | TotalExpensePct |
Community Health Services CommunityHealthServicesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $3,246,849 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $3,255,617 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | -$8,768 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00000 | TotalExpensePct |
Health Professions Education HealthProfessionsEducationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $19,839,449 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $3,792,507 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $16,046,942 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00490 | TotalExpensePct |
Subsidized Health Services SubsidizedHealthServicesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $1,224,092 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $1,224,092 | DirectOffsettingRevenueAmt |
Research ResearchGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $170,852,094 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $165,741,141 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $5,110,953 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00160 | TotalExpensePct |
Cash And In Kind Contributions CashAndInKindContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $143,544 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $100,000 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $43,544 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00000 | TotalExpensePct |
Total Other Benefits TotalOtherBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $195,306,028 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $174,113,357 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $21,192,671 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00650 | TotalExpensePct |
Total Community Benefits TotalCommunityBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $332,731,808 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $262,426,679 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $70,305,129 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.02160 | TotalExpensePct |
Community Support CommunitySupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $1,926,124 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $1,646,643 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $279,481 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00010 | TotalExpensePct |
Total Communtity Building Acty TotalCommuntityBuildingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $1,926,124 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $1,646,643 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $279,481 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00010 | TotalExpensePct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bad Debt Expense Reported | Yes (1) | BadDebtExpenseReportedInd |
| Bad Debt Expense | $82,695,669 | BadDebtExpenseAmt |
| Bad Debt Expense Attributable | $0 | BadDebtExpenseAttributableAmt |
| Reimbursed By Medicare | $243,643,278 | ReimbursedByMedicareAmt |
| Cost Of Care Reimbursed By Medcr | $292,116,938 | CostOfCareReimbursedByMedcrAmt |
| Medicare Surplus Or Shortfall | -$48,473,660 | MedicareSurplusOrShortfallAmt |
Costing Methodology Used CostingMethodologyUsedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | Yes (X) | OtherInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Debt Collection Policy | Yes (1) | WrittenDebtCollectionPolicyInd |
| Financial Assistance Prvsn | Yes (1) | FinancialAssistancePrvsnInd |
| Hospital Facilities | 3 | HospitalFacilitiesCnt |
Hospital Facilities HospitalFacilitiesGrp (3 entries)
| FacilityFacilityNum | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Website AddressWebsiteAddressTxt | State LicenseStateLicenseNum | Licensed HospitalLicensedHospitalInd | General Medical And SurgicalGeneralMedicalAndSurgicalInd | Teaching HospitalTeachingHospitalInd | Emergency Room24 HrsEmergencyRoom24HrsInd |
|---|---|---|---|---|---|---|---|---|---|---|
| University of Miami Hospital | ||||||||||
| 1 | 1400 NW 12 Avenue | Miami | FL | 33136 | umiamihospital.com | #4109 | Yes (X) | Yes (X) | Yes (X) | Yes (X) |
| University of Miami Hospital & Clinics | ||||||||||
| 2 | 1475 NW 12 Avenue | Miami | FL | 33136 | sylvester.org | #4074 | Yes (X) | Yes (X) | ||
| Anne Bates Leach Eye Hospital | ||||||||||
| 3 | 900 NW 17 Street | Miami | FL | 33136 | bascompalmer.org | #4040 | Yes (X) | Yes (X) | ||
Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp (3 entries)
| FacilityFacilityNum | First Licensed CY Or PYFirstLicensedCYOrPYInd | Tax Exempt Hospital CY Or PYTaxExemptHospitalCYOrPYInd | CHNA ConductedCHNAConductedInd | Community DefinitionCommunityDefinitionInd | Community DemographicsCommunityDemographicsInd | Existing ResourcesExistingResourcesInd | How Data ObtainedHowDataObtainedInd | Community Health NeedsCommunityHealthNeedsInd | Community Hlth Needs Id ProcessCommunityHlthNeedsIdProcessInd | Consulting ProcessConsultingProcessInd | Information GapsInformationGapsInd | CHNA ConductedCHNAConductedYr | Take Into Account Others InputTakeIntoAccountOthersInputInd | CHNA Conducted With Other FcltsCHNAConductedWithOtherFcltsInd | CHNA Conducted With Non FcltsCHNAConductedWithNonFcltsInd | CHNA Report Widely AvailableCHNAReportWidelyAvailableInd | Rpt Available On Own WebsiteRptAvailableOnOwnWebsiteInd | Own Website URLOwnWebsiteURLTxt | Paper Copy Public InspectionPaperCopyPublicInspectionInd | Implementation Strategy AdoptImplementationStrategyAdoptInd | Organization Incur Excise TaxOrganizationIncurExciseTaxInd | Elig Criteria ExplainedEligCriteriaExplainedInd | FPG Family Incm Lmt Free DscntFPGFamilyIncmLmtFreeDscntInd | FPG Family Incm Lmt Free CareFPGFamilyIncmLmtFreeCarePct | Asset Level CriteriaAssetLevelCriteriaInd | Medical Indigency CriteriaMedicalIndigencyCriteriaInd | Insurance Status CriteriaInsuranceStatusCriteriaInd | Underinsurance Stat CriteriaUnderinsuranceStatCriteriaInd | Residency CriteriaResidencyCriteriaInd | Explained BasisExplainedBasisInd | App Financial Asst ExplnAppFinancialAsstExplnInd | Described InfoDescribedInfoInd | Described Suprt DocDescribedSuprtDocInd | Includes Publicity MeasuresIncludesPublicityMeasuresInd | FAP Available On WebsiteFAPAvailableOnWebsiteInd | FAP Available On Website URLFAPAvailableOnWebsiteURLTxt | FAP App Available On WebsiteFAPAppAvailableOnWebsiteInd | FAP App Available On Website URLFAPAppAvailableOnWebsiteURLTxt | FAP Summary On WebsiteFAPSummaryOnWebsiteInd | FAP Summary On Website URLFAPSummaryOnWebsiteURLTxt | FAP Avlbl On Request No ChargeFAPAvlblOnRequestNoChargeInd | FAP App Avlbl On Request No ChrgFAPAppAvlblOnRequestNoChrgInd | FAP Sum Avlbl On Request No ChrgFAPSumAvlblOnRequestNoChrgInd | FAP Notice DisplayedFAPNoticeDisplayedInd | Communtity Notified FAPCommuntityNotifiedFAPInd | FAP Actions On NonpaymentFAPActionsOnNonpaymentInd | Permit No ActionsPermitNoActionsInd | Collection ActivitiesCollectionActivitiesInd | FAP Notified Upon AdmissionFAPNotifiedUponAdmissionInd | FAP Notified All PatientsFAPNotifiedAllPatientsInd | Documented Elig DeterminationDocumentedEligDeterminationInd | Nondis Emergency Care PolicyNondisEmergencyCarePolicyInd | Other Method UsedOtherMethodUsedInd | Amounts Generally BilledAmountsGenerallyBilledInd | Gross ChargesGrossChargesInd | Other Health IssuesOtherHealthIssuesInd | FPG Family Incm Lmt Dscnt CareFPGFamilyIncmLmtDscntCarePct | Provided Hospital ContactProvidedHospitalContactInd | Provided Nonprofit ContactProvidedNonprofitContactInd | FAP Notified Before DischargeFAPNotifiedBeforeDischargeInd | No Emergency CareNoEmergencyCareInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| University of Miami Hospital | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 1 | 0 | 0 | Yes (1) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | 15 | Yes (1) | 0 | 0 | Yes (1) | Yes (X) | umiamihospital.com | Yes (X) | 0 | 0 | Yes (1) | Yes (X) | 200.000000000000 | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (1) | Yes (1) | Yes (X) | Yes (X) | Yes (1) | Yes (X) | uhealthsystem.com/billing/financial-assistance | Yes (X) | uhealthsystem.com/billing/financial-assistance | Yes (X) | uhealthsystem.com/billing/financial-assistance | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (1) | Yes (X) | 0 | Yes (X) | Yes (X) | Yes (X) | Yes (1) | Yes (X) | 0 | 0 | ||||||
| University of Miami Hospital & Clinics | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 2 | 0 | 0 | Yes (1) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | 15 | Yes (1) | 0 | 0 | Yes (1) | Yes (X) | sylvester.org | Yes (X) | 0 | 0 | Yes (1) | Yes (X) | 200.000000000000 | Yes (X) | Yes (X) | Yes (1) | Yes (1) | Yes (X) | Yes (X) | Yes (1) | Yes (X) | uhealthsystem.com/billing/financial-assistance | Yes (X) | uhealthsystem.com/billing/financial-assistance | Yes (X) | uhealthsystem.com/billing/financial-assistance | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (1) | Yes (X) | 0 | Yes (X) | Yes (X) | 0 | Yes (X) | 0 | 0 | Yes (X) | 400.000000000000 | Yes (X) | Yes (X) | Yes (X) | Yes (X) | |||||
| Anne Bates Leach Eye Hospital | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 3 | 0 | 0 | Yes (1) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | 15 | Yes (1) | 0 | 0 | Yes (1) | Yes (X) | bascompalmer.org | Yes (X) | 0 | 0 | Yes (1) | Yes (X) | 200.000000000000 | Yes (X) | Yes (X) | Yes (X) | Yes (1) | Yes (1) | Yes (X) | Yes (X) | Yes (1) | Yes (X) | uhealthsystem.com/billing/financial-assistance | Yes (X) | uhealthsystem.com/billing/financial-assistance | Yes (X) | uhealthsystem.com/billing/financial-assistance | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (1) | Yes (X) | 0 | Yes (X) | Yes (X) | Yes (1) | Yes (X) | 0 | 0 | Yes (X) | 400.000000000000 | Yes (X) | Yes (X) | Yes (X) | |||||
Supplemental Information SupplementalInformationGrp (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| University of Miami Hospital | Part V, Section B, Line 5: A broad cross-section of Miami-Dade County health experts, advocates, and consumers were surveyed on leading health issues. |
| University of Miami Hospital & Clinics | Part V, Section B, Line 5: A broad cross-section of Miami-Dade County health experts, advocates, and consumers were surveyed on leading health issues. |
| Anne Bates Leach Eye Hospital | Part V, Section B, Line 5: A broad cross-section of Miami-Dade County health experts, advocates, and consumers were surveyed on leading health issues. |
| University of Miami Hospital | Part V, Section B, Line 11: The University of Miami Health System has undergone a significant restructuring of its management team during the last eight months and is in the process of redefining its mission and its direction. The University is working on identifying and prioritizing the system's response to the identified needs in its Community Health Needs Assessment Report. This initiative is in process and has a completion date of June 30, 2017. |
| University of Miami Hospital & Clinics | Part V, Section B, Line 11: The University of Miami Health System has undergone a significant restructuring of its management team during the last eight months and is in the process of redefining its mission and its direction. The University is working on identifying and prioritizing the system's response to the identified needs in its Community Health Needs Assessment Report. This initiative is in process and has a completion date of June 30, 2017. |
| Anne Bates Leach Eye Hospital | Part V, Section B, Line 11: The University of Miami Health System has undergone a significant restructuring of its management team during the last eight months and is in the process of redefining its mission and its direction. The University is working on identifying and prioritizing the system's response to the identified needs in its Community Health Needs Assessment Report. This initiative is in process and has a completion date of June 30, 2017. |
| University of Miami Hospital | Part V, Section B, Line 22d: The hospital facility used a look-back method based on claims allowed by Medicare fee-for-service and all private health insurers that pay claims to the hospital facility during a prior 12 month period. |
| University of Miami Hospital & Clinics | Part V, Section B, Line 22d: Low income patients are billed based on FPG, and self-pay patients are entitled to a 30 - 40% discount for prompt payment. |
| Anne Bates Leach Eye Hospital | Part V, Section B, Line 22d: Low income patients are charged based on FPG, and self-pay patients are entitled to a 30-40% discount for prompt payment. |
Supplemental Information Detail SupplementalInformationDetail (15 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 3c: | Although each of the organization's three hospitals determine eligibility for discounted care differently (as seen in Schedule H's Part V section B) we have answered the question in Part I line 3b using the organization's largest bed hospital's policy (UMH). At UMH an uninsured patient not qualifying for any federal assistance programs or charity write-off automatically is eligible for discounted emergency care. |
| Part I, Line 6a: | The organization did not prepare a community benefit report during the tax year. |
| Part I, Line 7: | The Medicare cost report was used, except for 7b (Medicaid and other means-tested government programs). For 7b, a cost-to-charge ratio was used. The cost to charge ratio used for Medicaid cost calculation is based on the actual cost of Traditional Medicaid Fee-for-Service claims as reported on the Medicare Cost Report. These calculated costs (Inpatient Routine, Inpatient Ancillary, and Outpatient) are compared to the charges for these services reported on the same cost report. This ratio is used as the Medicaid cost-to-charge ratio to be applied to total gross Medicaid charges (both Traditional Fee for Service and Managed Care) as reported on the AHCA FUHRS report. |
| Part II, Community Building Activities: | Community building activities include child abuse protection programs |
| Part III, Line 2: | Total bad debt expense is determined using the hospital's patient accounting records. |
| Part III, Line 3: | Patients who render sufficient financial information to make a determination of eligibility under the hospitals' financial assistance policy are either treated as charity care (if they qualify) or given a "self- pay" discount (if they do not qualify as charity care). |
| Part III, Line 4: | The hospitals' financial statements do not contain a footnote concerning bad debt. The University's financial statements account for bad debt as a reduction of revenue. |
| Part III, Line 8: | The source of this information is the Medicare Cost Report data, which uses a "cost to charge" ratio methodology. The University of Miami Hospital and Anne Bates Leach Eye Hospital are reimbursed under the Medicare Prospective Payment System (PPS). For inpatient services, the reimbursement methodology is the Inpatient Prospective Payment System (IPPS), which uses the Diagnostic Related Groups (DRGS) methodology to reimburse the hospital. The DRG amounts are updated by the Medicare program annually by an updating factor. However, the amount of the updating factor is always significantly less than the actual healthcare inflation factor because the Medicare program includes a "budget neutrality" factor for the overall Medicare program. Thus, the hospital does not receive full reimbursement of its cost for inpatient services. For outpatient services, the reimbursement methodology is the Outpatient Prospective Payment System (OPPS), which uses ambulatory payment classifications (APCS) to reimburse the hospital. The APC amounts are updated by the Medicare program annually by an updating factor. However, the amount of the updating factor is always significantly less than the actual healthcare inflation factor because the Medicare program includes a "budget neutrality" factor for the overall Medicare program. Thus, the hospital does not receive full reimbursement for its cost for outpatient services. The University of Miami Hospital and Clinics is a cancer specialty hospital and, as such, is cost based reimbursed for both inpatient and outpatient services. For inpatient services, the limit is the TEFRA target limit. The hospital, on occasion, exceeds the target rate and does not receive full cost reimbursement. The TEFRA target amount is updated by the Medicare program annually by the TEFRA updating factor. However, the amount of the TEFRA updating factor is always significantly less than the actual healthcare inflation factor because the Medicare program includes a "budget neutrality" factor for the overall Medicare program. For outpatient services, the limit is the payment to cost ratio (PCR). The PCR was established using a base year, which was 1996, at a rate of 85.5% of cost. The PCR for all exempt cancer centers was 90% through 12/31/15, and then 92% from 1/1/16 to 5/31/16; therefore, the hospital currently does not receive payment for a range of 8% to 10% of its outpatient cost. |
| Part III, Line 9b: | Note 3 of the financial statements reads in-part as follows: "the hospital provides care to patients who are financially unable to pay for the hospital services they receive, and because the Hospital does not pursue collection of amounts determined to qualify as charity care, they are not reported in revenue." |
| Part VI, Line 2: | Needs assessment: The communities' healthcare needs are assessed by the organization in collaboration with the Miami-Dade County Public Health Trust (PHT). |
| Part VI, Line 3: | Patient education of eligibility for assistance: The organization informs and educates patients through public service announcements, advertising, and development activities. Further, patients are assisted with qualifying for Medicaid and other state programs. |
| Part VI, Line 4: | Community information: The community served by the organization is Miami-Dade County, Broward County and the Palm Beaches, which are large urban areas. Since these South Florida counties have a large immigrant population, many patients are uninsured, under-insured, or Medicaid recipients. The national economic crisis and the high level of unemployment have exacerbated this issue. |
| Part VI, Line 5: | Promotion of community health: (1) A majority of the Hospital's governing body is comprised of persons who reside in the Hospital's primary service area who are neither employees nor contractors of the Hospital, nor family members thereof. (2) The Hospital extends medical staff privileges to all qualified physicians in its community for some or all of its departments. (3) In order to improve patient care and access to the specialized healthcare services, the organization applies a significant portion of any surplus to capital budget for new technology, new medical equipment, building renovations, and other betterments & improvements. |
| Part VI, Line 6: | Affiliated health care system: The organization has an affiliation agreement with Miami-Dade County's Public Health Trust (PHT) to provide teaching physicians who supervise PHT's interns and residents at Jackson Memorial Hospital. |
| Part VI, Line 7: | State filing of community benefit report: Not applicable |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (165 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc | Purpose Of GrantPurposeOfGrantTxt | IRC SectionIRCSectionDesc | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|
| ALGYNOMICS INC | ||||||||||
| 208 N COLUMBIA STREET | CHAPEL HILL | NC | 27514 | 203217603 | $83,929 | N/A | N/A | RESEARCH | ||
| AMERICAN HEART ASSOCIATION | ||||||||||
| 4000 HOLLYWOOD BLVD STE 170N | HOLLYWOOD | FL | 33021 | 135613797 | $141,011 | N/A | N/A | RESEARCH | 501(c)(3) | |
| ARGONNE NATIONAL LABORATORY | ||||||||||
| PO BOX 87916 | CAROL STREAM | IL | 60188 | 680628477 | $40,489 | N/A | N/A | RESEARCH | US Dept of Energy | |
| ARIZONA STATE UNIVERSITY | ||||||||||
| PO BOX 876011 | TEMPE | AZ | 85287 | 860196696 | $56,232 | N/A | N/A | RESEARCH | State of AZ | |
| BANYAN BIOMARKERS INC | ||||||||||
| 16744 WEST BERNARDO DRIVE | SAN DIEGO | CA | 92127 | 201449566 | $51,961 | N/A | N/A | RESEARCH | ||
| BAYSTATE MEDICAL CENTER | ||||||||||
| PO BOX 414168 | BOSTON | MA | 02241 | 042790311 | $34,504 | N/A | N/A | RESEARCH | 501(c)(3) | |
| BENAROYA RESEARCH INSTITUTE | ||||||||||
| 1201 NINTH AVENUE | SEATTLE | WA | 98101 | 910653422 | $61,017 | N/A | N/A | RESEARCH | 501(c)(3) | |
| BIOQUAL INC | ||||||||||
| 4 RESEARCH CT STE 100 | ROCKVILLE | MD | 20850 | 133078199 | $76,032 | N/A | N/A | RESEARCH | ||
| BOARD OF REGENTS OF THE UNIVERSITY OF WISCONSIN | ||||||||||
| RESEARCH SPONSORED PROGRAMS DRAWER | MILWAUKEE | WI | 53278 | 391805963 | $704,851 | N/A | N/A | RESEARCH | 501(c)(3) | 538 |
| BOARD OF TRUSTEES OF THE LELAND STANFORD UNIVERSITY JUNIOR UNIV | ||||||||||
| PO BOX 44253 | SAN FRANCISCO | CA | 94144 | 941156365 | $404,244 | N/A | N/A | RESEARCH | 501(c)(3) | |
| BOSTON CHILDRENS HOSPITAL | ||||||||||
| PO BOX 414413 | BOSTON | MA | 02241 | 042774441 | $513,260 | N/A | N/A | RESEARCH | 501(c)(3) | |
| BRANDEIS UNIVERSITY | ||||||||||
| ACCOUNTING MS 144 PO BOX 549110 | WALTHAM | MA | 02454 | 042103552 | $50,702 | N/A | N/A | RESEARCH | 501(c)(3) | |
| BRONX-LEBANON HOSPITAL CENTER | ||||||||||
| 1276 FULTON AVE | BRONX | NY | 10457 | 131974191 | $6,000 | N/A | N/A | RESEARCH | 501(c)(3) | |
| BROWN UNIVERSITY | ||||||||||
| CASHIER OFFICE BOX 1911 | PROVIDENCE | RI | 02912 | 050258809 | $83,285 | N/A | N/A | RESEARCH | 501(c)(3) | |
| CANCER RESEARCH AND BIOSTATISTICS | ||||||||||
| 1730 MINOR AVENUE SUITE 1900 | SEATTLE | WA | 98101 | 911828539 | $104,208 | N/A | N/A | RESEARCH | 501(c)(3) | |
| CASE WESTERN RESERVE UNIVERSITY | ||||||||||
| 10900 EUCLID AVENUE | CLEVELAND | OH | 44106 | 341018992 | $457,917 | N/A | N/A | RESEARCH | 501(c)(3) | |
| CENTER FOR HAITIAN STUDIES INC | ||||||||||
| 8260 NE 2ND AVENUE | MIAMI | FL | 33138 | 650136723 | $47,059 | N/A | N/A | RESEARCH | 501(c)(3) | |
| CHILDRENS HEALTH AND EDUCATIONAL MANAGEMENT | ||||||||||
| 8785 SW 165TH AVE STE 106D | MIAMI | FL | 33193 | 020552323 | $47,000 | N/A | N/A | RESEARCH | ||
| COLORADO STATE UNIVERSITY | ||||||||||
| 2002 CAMPUS DELIVERY | FORT COLLINS | CO | 80523 | 846000545 | $95,508 | N/A | N/A | RESEARCH | State of CO | |
| COLUMBIA UNIVERSITY | ||||||||||
| PO BOX 29789 | NEW YORK | NY | 10087 | 135598093 | $3,021,198 | N/A | N/A | RESEARCH | 501(c)(3) | |
| CORNELL UNIVERSITY | ||||||||||
| PO BOX 22 | ITHACA | NY | 14851 | 150532082 | $179,249 | N/A | N/A | RESEARCH | 501(c)(3) | |
| DAYMARK RECOVERY SERVICES INC | ||||||||||
| 2129 STATESVILLE BLVD | SALISBURY | NC | 28147 | 020707661 | $5,345 | N/A | N/A | RESEARCH | 501(c)(3) | |
| DAYS EDGE PRODUCTIONS LLC | ||||||||||
| 6611 SW 63RD AVE | SOUTH MIAMI | FL | 33143 | 455362863 | $9,800 | N/A | N/A | RESEARCH | 501(c)(3) | |
| DFAS REF CODE 7320- US NAVAL | ||||||||||
| DEPARTMENT ESTABLISHMENT | WASHINGTON | DC | 20375 | 311575142 | $587,857 | N/A | N/A | RESEARCH | US Govt | |
| DREXEL UNIVERSITY COLLEGE OF MEDICINE | ||||||||||
| PO BOX 9500-1090 | PHILADELPHIA | PA | 19195 | 231352630 | $138,712 | N/A | N/A | RESEARCH | 501(c)(3) | |
| DUKE UNIVERSITY | ||||||||||
| PO BOX 602651 | CHARLOTTE | NC | 28260 | 560532129 | $319,811 | N/A | N/A | RESEARCH | 501(c)(3) | |
| EMORY UNIVERSITY | ||||||||||
| PO BOX 935084 | ATLANTA | GA | 31193 | 580566256 | $165,912 | N/A | N/A | RESEARCH | 501(c)(3) | |
| FLORIDA ATLANTIC UNIVERSITY | ||||||||||
| PO BOX 198660 | ATLANTA | GA | 30384 | 650385507 | $6,137 | N/A | N/A | RESEARCH | State of FL | |
| FLORIDA INTERNATIONAL UNIVERSITY | ||||||||||
| 11200 SW 8TH STREET | MIAMI | FL | 33199 | 650177616 | $439,364 | N/A | N/A | RESEARCH | State of FL | |
| FLORIDA KEYS AHEC INC | ||||||||||
| 5800 OVERSEAS HIGHWAY SUITE 38 | MARATHON | FL | 33050 | 650183810 | $619,550 | N/A | N/A | RESEARCH | 501(c)(3) | |
| FLORIDA REHAB PROFESSIONALS | ||||||||||
| 401 MIRACLE MILE SUITE 403 | CORAL GABLES | FL | 33134 | 450601954 | $43,080 | N/A | N/A | RESEARCH | ||
| FLORIDA STATE UNIVERSITY | ||||||||||
| 874 TRADITIONS WAY PO BOX 3064166 | TALLAHASSEE | FL | 32306 | 591961248 | $713,281 | N/A | N/A | RESEARCH | State of FL | |
| FRONTIER SCIENCE & TECHNOLOGY | ||||||||||
| PO BOX 983027 | BOSTON | MA | 02298 | 161056814 | $6,560 | N/A | N/A | RESEARCH | 501(c)(3) | |
| GATEWAY COMMUNITY SERVICES | ||||||||||
| 555 STOCKTON STREET | JACKSONVILLE | FL | 32204 | 591881828 | $359,501 | N/A | N/A | RESEARCH | 501(c)(3) | |
| GEORGETOWN UNIVERSITY | ||||||||||
| BOX 571164 | WASHINGTON | DC | 20057 | 530196603 | $73,671 | N/A | N/A | RESEARCH | 501(c)(3) | |
| GEORGIA TECH RESEARCH CORP | ||||||||||
| PO BOX 100117 | ATLANTA | GA | 30384 | 580603146 | $219,073 | N/A | N/A | RESEARCH | 501(c)(3) | |
| H LEE MOFFITT CANCER CNTR & R | ||||||||||
| PO BOX 742801 | ATLANTA | GA | 30374 | 593238634 | $180,509 | N/A | N/A | RESEARCH | 501(c)(3) | |
| HARVARD UNIVERSITY | ||||||||||
| PO BOX 415649 | BOSTON | MA | 02241 | 042103580 | $19,798 | N/A | N/A | RESEARCH | 501(c)(3) | |
| HEADWATERS RESOURCE | ||||||||||
| 65 E BROADWAY | BUTTE | MT | 59701 | 237380551 | $92,750 | N/A | N/A | RESEARCH | 501(c)(3) | |
| HEALTH CHOICE NETWORK INC | ||||||||||
| 9064 NW 13 TERRACE | DORAL | FL | 33172 | 650504316 | $251,555 | N/A | N/A | RESEARCH | 501(c)(3) | |
| HENRY FORD HEALTH SYSTEM | ||||||||||
| 1 FORD PL 5E | DETROIT | MI | 48202 | 381357020 | $45,220 | N/A | N/A | RESEARCH | 501(c)(3) | |
| HUMANA INC | ||||||||||
| 3594 RELIABLE PARKWAY | CHICAGO | IL | 60686 | 610647538 | $44,659 | N/A | N/A | RESEARCH | ||
| IMMUNATHON INC | ||||||||||
| 1951 NW 7TH AVE STE 300 | MIAMI | FL | 33136 | 462445960 | $78,595 | N/A | N/A | RESEARCH | ||
| INDIANA UNIVERSITY -RESEARCH | ||||||||||
| OFFICE OF RESEARCH ADMIN DEPT 78867 | DETROIT | MI | 48278 | 356001673 | $129,424 | N/A | N/A | RESEARCH | State of IN | PO BOX 78000 |
| INTERNATIONAL AIDS VACCINE INITIATIVE INC | ||||||||||
| 125 BROAD STREET 9TH FLOOR | NEW YORK | NY | 10004 | 133870223 | $242,532 | N/A | N/A | RESEARCH | 501(c)(3) | |
| ITRI CORPORATION | ||||||||||
| 7208 HADLOW DRIVE | SPRINGFIELD | VA | 22152 | 541920597 | $30,895 | N/A | N/A | RESEARCH | ||
| JACKSON MEMORIAL HOSPITAL | ||||||||||
| 1611 NW 12 AVE | MIAMI | FL | 33136 | 591713947 | $132,858 | N/A | N/A | RESEARCH | 501(c)(3) | |
| JOHNS HOPKINS UNIVERSITY | ||||||||||
| 12529 COLLECTIONS CENTER DRIVE | CHICAGO | IL | 60693 | 520595110 | $200,380 | N/A | N/A | RESEARCH | 501(c)(3) | |
| KUMC RESEARCH INSTITUTE INC | ||||||||||
| 3901 RAINBOW BLVD MAIL STOP 1039 | KANSAS CITY | KS | 66160 | 481108830 | $6,791 | N/A | N/A | RESEARCH | 501(c)(3) | |
| LARKIN COMMUNITY HOSPITAL INC | ||||||||||
| 7031 SW 62ND AVENUE | SOUTH MIAMI | FL | 33143 | 650729921 | $39,382 | N/A | N/A | RESEARCH | ||
| LIBERTY KIDS INC | ||||||||||
| 50 NE 128TH STREET | MIAMI | FL | 33161 | 205019202 | $10,245 | N/A | N/A | RESEARCH | ||
| MANHATTAN COLLEGE | ||||||||||
| 4513 MANHATTAN COLLEGE PKWY | RIVERDALE | NY | 10471 | 131740468 | $40,268 | N/A | N/A | RESEARCH | 501(c)(3) | |
| MAYO CLINIC | ||||||||||
| PO BOX 860334 | MINNEAPOLIS | MN | 55486 | 593337028 | $15,648 | N/A | N/A | RESEARCH | 501(c)(3) | |
| MEDICAL UNIV OF SOUTH CAROLINA | ||||||||||
| 19 HAGOOD AVE STE 805 | CHARLESTON | SC | 29425 | 576000722 | $8,460 | N/A | N/A | RESEARCH | State of SC | |
| MEDSTAR HEALTH RESEARCH INSTITUTE | ||||||||||
| PO BOX 418223 | BOSTON | MA | 02241 | 526056274 | $69,945 | N/A | N/A | RESEARCH | 501(c)(3) | |
| MIAMI DADE AHEC | ||||||||||
| 1200 NW 78TH AVENUE SUITE 209 | MIAMI | FL | 33126 | 650009277 | $381,749 | N/A | N/A | RESEARCH | 501(c)(3) | |
| MIAMI DADE COLLEGE | ||||||||||
| CONTROLLERS OFFICE 11011 SW 104 | MIAMI | FL | 33176 | 591210485 | $27,263 | N/A | N/A | RESEARCH | State of FL | STREET |
| MIAMI DADE COUNTY HEALTH DEPT | ||||||||||
| 1725 NW 167 ST | MIAMI GARDENS | FL | 33056 | 593502843 | $6,013 | N/A | N/A | RESEARCH | M. Dade County | |
| MONTANA STATE UNIVERSITY | ||||||||||
| PO BOX 174155 | BOZEMAN | MT | 59717 | 816010045 | $223,657 | N/A | N/A | RESEARCH | State of MT | |
| MOUNT SINAI MEDICAL CENTER | ||||||||||
| 4300 ALTON RD | MIAMI BEACH | FL | 33140 | 590624424 | $52,646 | N/A | N/A | RESEARCH | 501(c)(3) | |
| MUSEUM OF SCIENCE INC | ||||||||||
| 3280 S MIAMI AVE | MIAMI | FL | 33129 | 590854960 | $116,849 | N/A | N/A | RESEARCH | 501(c)(3) | |
| NEW JERSEY INSTITUTE OF TECHNOLOGY | ||||||||||
| PO BOX 18110 | NEWARK | NJ | 07191 | 226000910 | $63,759 | N/A | N/A | RESEARCH | State of NJ | |
| NEW YORK HALL OF SCIENCE | ||||||||||
| 47-01 111 STREET | CORONA | NY | 11368 | 112104059 | $68,950 | N/A | N/A | RESEARCH | 501(c)(3) | |
| NORTH CAROLINA STATE UNIV | ||||||||||
| OFF OF CONTRACTS GRANTS BOX 7214 | RALEIGH | NC | 27695 | 566000756 | $45,123 | N/A | N/A | RESEARCH | State of NC | |
| NORTHWEST RESEARCH ASSOC INC | ||||||||||
| PO BOX 3027 | BELLEVUE | WA | 98009 | 911291143 | $86,477 | N/A | N/A | RESEARCH | ||
| NORTHWESTERN UNIVERSITY | ||||||||||
| 633 CLARK ST CROWN CENTER G547 | EVANSTON | IL | 60208 | 362167817 | $85,142 | N/A | N/A | RESEARCH | 501(c)(3) | |
| NOVA SOUTHEASTERN UNIVERSITY | ||||||||||
| 3100 SW 9TH AVENUE | FT LAUDERDALE | FL | 33315 | 591083502 | $1,363,293 | N/A | N/A | RESEARCH | 501(c)(3) | |
| OPERATION PAR INC | ||||||||||
| 16204 N FLORIDA AVE | LUTZ | FL | 33549 | 591349234 | $12,981 | N/A | N/A | RESEARCH | 501(c)(3) | |
| OREGON HEALTH & SCIENCE UNIVERSITY | ||||||||||
| PO BOX 3595 | PORTLAND | OR | 97207 | 931176109 | $76,700 | N/A | N/A | RESEARCH | State of OR | |
| OREGON STATE UNIVERSITY | ||||||||||
| 312 KERR ADMINISTRATION BLD | CORVALLIS | OR | 97331 | 611730890 | $310,924 | N/A | N/A | RESEARCH | State of OR | |
| OUNCE OF PREVENTION FUND | ||||||||||
| 33 W MONROE SUITE 2400 | CHICAGO | IL | 60603 | 363186328 | $23,877 | N/A | N/A | RESEARCH | 501(c)(3) | |
| PENNSYLVANIA STATE UNIVERSITY | ||||||||||
| 227 W BEARVER AVE STE 401 | STATE COLLEGE | PA | 16801 | 246000376 | $101,558 | N/A | N/A | RESEARCH | State of PA | |
| PHILADELPHIA UNIVERSITY | ||||||||||
| SCHOOL HOUSE LAND AND HENRY AV | PHILADELPHIA | PA | 19144 | 231352294 | $415,782 | N/A | N/A | RESEARCH | 501(c)(3) | |
| REAL PREVENTION | ||||||||||
| 765 LONG HILL ROAD | GILLETTE | NJ | 07933 | 462906812 | $19,981 | N/A | N/A | RESEARCH | ||
| REGENTS OF THE UNIV OF CALIFORNIA | ||||||||||
| BOX 957089 1125 MURPHY HALL | LOS ANGELES | CA | 90095 | 956006142 | $444,881 | N/A | N/A | RESEARCH | State of CA | |
| REGENTS OF THE UNIV OF CALIFORNIA SAN DIEGO | ||||||||||
| 9500 GILMAN DRIVE | LA JOLLA | CA | 92093 | 956006144 | $198,046 | N/A | N/A | RESEARCH | State of CA | |
| REGENTS OF THE UNIVERSITY OF CALIFORNIA | ||||||||||
| 120 THEORY STE 200 | IRVINE | CA | 92697 | 943067788 | $335,238 | N/A | N/A | RESEARCH | 501(c)(3) | |
| REGENTS OF UNIV OF COLORADO | ||||||||||
| PO BOX 910220 | DENVER | CO | 80291 | 846000555 | $34,858 | N/A | N/A | RESEARCH | State of CO | |
| REMOTE MEASUREMENTS & RESEARCH | ||||||||||
| 214 EUCLID AVE | SEATTLE | WA | 98122 | 260728644 | $24,699 | N/A | N/A | RESEARCH | ||
| RESEARCH FOUNDATION FOR MENTAL HYGIENE | ||||||||||
| 150 BROADWAY RIVERVIEW CENTER STE | MENANDA | NY | 12204 | 141410842 | $10,203 | N/A | N/A | RESEARCH | 501(c)(3) | 301 |
| RESEARCH FOUNDATION FOR STATE UNIV OF NY | ||||||||||
| PO BOX 9 | ALBANY | NY | 12201 | 141368361 | $302,842 | N/A | N/A | RESEARCH | 501(c)(3) | |
| ROCKEFELLER UNIVERSITY | ||||||||||
| 950 THIRD AVE 2ND FLOOR | NEW YORK | NY | 10022 | 131624158 | $5,971 | N/A | N/A | RESEARCH | 501(c)(3) | |
| RUSH UNIVERSITY MEDICAL CENTER | ||||||||||
| 1700 W VAN BUREN ST SUITE 277 | CHICAGO | IL | 60612 | 362174823 | $85,468 | N/A | N/A | RESEARCH | 501(c)(3) | |
| RUTGERS THE STATE UNIVERSITY | ||||||||||
| 73 EASTON AVE | NEW BRUNSWICK | NJ | 08901 | 462354111 | $16,654 | N/A | N/A | RESEARCH | State of NJ | |
| SAN JOSE STATE UNIVERSITY | ||||||||||
| 210 N FOURTH STREET 4TH FLOOR | SAN JOSE | CA | 95112 | 946017638 | $2,396,393 | N/A | N/A | RESEARCH | 501(c)(3) | |
| SCHOOL BOARD MIAMI DADE COUNTY | ||||||||||
| 1450 NE SECOND AVENUE SUITE 615 | MIAMI | FL | 33132 | 596000572 | $7,117 | N/A | N/A | RESEARCH | M. Dade County | |
| SCRIPPS RESEARCH INST | ||||||||||
| 130 SCRIPPS WAY 3B2 | JUPITER | FL | 33458 | 330435954 | $643,004 | N/A | N/A | RESEARCH | 501(c)(3) | |
| SHEPHERD CENTER INC | ||||||||||
| 2020 PEACHTREE ROAD NW | ATLANTA | GA | 30309 | 510141601 | $60,000 | N/A | N/A | RESEARCH | 501(c)(3) | |
| SIEMENS CORPORATION CORP TECH | ||||||||||
| 755 COLLEGE ROAD EAST | PRICNETON | NJ | 08540 | 132623356 | $84,647 | N/A | N/A | RESEARCH | ||
| SIMPSON WEATHER ASSOCIATES INC | ||||||||||
| 809 R JEFFERSON STREET | CHARLOTTESVILLE | VA | 22902 | 541132684 | $25,781 | N/A | N/A | RESEARCH | ||
| SOUTH FLORIDA VA FOUNDATION FOR RESEARCH & EDUCATION | ||||||||||
| 1201 NW 16 STREET ROOM 2A103C | MIAMI | FL | 33125 | 650207903 | $45,264 | N/A | N/A | RESEARCH | 501(c)(3) | |
| SPECTRUM PROGRAMS INC | ||||||||||
| 6100 BLUE LAGOON DRIVE Suite 400 | MIAMI | FL | 33126 | 591415981 | $147,924 | N/A | N/A | RESEARCH | 501(c)(3) | |
| SPEECH PATHOLOGY AND EDUCATIONAL CENTER INC | ||||||||||
| 8510 SW 8TH ST | MIAMI | FL | 33144 | 650303523 | $206,535 | N/A | N/A | RESEARCH | ||
| SRI INTERNATIONAL | ||||||||||
| PO BOX 2767 | MENLO PARK | CA | 94025 | 941160950 | $83,901 | N/A | N/A | RESEARCH | 501(c)(3) | |
| ST JUDE CHILDRENS RESEARCH HOSPITAL | ||||||||||
| P O BOX 1000 DEPT 949 | MEMPHIS | TN | 38148 | 620646012 | $26,295 | N/A | N/A | RESEARCH | 501(c)(3) | |
| TEMPLE UNIVERSITY | ||||||||||
| PO POX 824242 | PHILADELPHIA | PA | 19182 | 231365971 | $389,300 | N/A | N/A | RESEARCH | 501(c)(3) | |
| TERAFLUX CORPORATION | ||||||||||
| 952 NW 8TH ST | BOCA RATON | FL | 33486 | 300053384 | $6,473 | N/A | N/A | RESEARCH | ||
| TEXAS A&M UNIVERSITY AT GALVESTON | ||||||||||
| 400 HARVEY MITCHELL PARKWAY S 300 | COLLEGE STA | TX | 77845 | 742907553 | $75,471 | N/A | N/A | RESEARCH | State of TX | |
| TEXAS A&M UNIVERSITY CORPUS CHRISTI | ||||||||||
| 6300 OCEAN DRIVE | CORPUS CHRIST | TX | 78412 | 741760663 | $243,659 | N/A | N/A | RESEARCH | State of TX | |
| THE CTR FOR DRUG FREE LIVING | ||||||||||
| 5151 ADANSON STREET | ORLANDO | FL | 32804 | 591532941 | $12,095 | N/A | N/A | RESEARCH | 501(c)(3) | |
| THE REGENTS OF THE UNIV OF CA SAN FRANCISCO | ||||||||||
| 9500 GILMAN DRIVE MC0009 | LA JOLLA | CA | 92093 | 946036493 | $237,562 | N/A | N/A | RESEARCH | State of CA | |
| THE REGENTS OF THE UNIV OF CALIFORNIA SANTA BARBARA | ||||||||||
| 3227 CHEADLE HALL | SANTA BARBARA | CA | 93106 | 956006145 | $133,806 | N/A | N/A | RESEARCH | State of CA | |
| THE REGENTS OF U OF MICHIGAN | ||||||||||
| PO BOX 223131 | PITTSBURGH | PA | 15251 | 386006309 | $46,464 | N/A | N/A | RESEARCH | 501(c)(3) | |
| THE REGENTS OF UC DAVIS | ||||||||||
| PO BOX 989062 | W SACRAMENTO | CA | 95798 | 946036494 | $27,911 | N/A | N/A | RESEARCH | State of CA | |
| THE UNIVERSITY OF MONTANA | ||||||||||
| 32 CAMPUS DRIVE | MISSOULA | MT | 59812 | 816001713 | $231,400 | N/A | N/A | RESEARCH | State of MT | |
| THE VILLAGE | ||||||||||
| 169 E FLAGLER ST STE 1300 | MIAMI | FL | 33131 | 591452736 | $30,091 | N/A | N/A | RESEARCH | 501(c)(3) | |
| THERAPY AND LEARNING CORP | ||||||||||
| 621 NE 13ST | HOMESTEAD | FL | 33030 | 830471851 | $28,150 | N/A | N/A | RESEARCH | ||
| TRANSLATIONAL GENOMICS RESEARCH | ||||||||||
| 445 NORTH FIFTH STREET SUITE 600 | PHOENIX | AZ | 85004 | 753065445 | $210,710 | N/A | N/A | RESEARCH | 501(c)(3) | |
| TULANE UNIVERSITY | ||||||||||
| 1430 TULANE AVE DEPT PEDI- | NEW ORLEANS | LA | 70112 | 720423889 | $5,100 | N/A | N/A | RESEARCH | 501(c)(3) | INFECTIOUS DISEASE |
| UNAVCO INC | ||||||||||
| 6350 NAUTILUS DRIVE | BOULDER | CO | 80301 | 841588357 | $33,354 | N/A | N/A | RESEARCH | 501(c)(3) | |
| UNIV OF CALIFORNIA SAN DIEGO | ||||||||||
| 9500 GILMAN DRIVE | LA JOLLA | CA | 92093 | 956006144 | $311,710 | N/A | N/A | RESEARCH | State of CA | |
| UNIV OF LOUISIANA AT LAFAYETTE | ||||||||||
| PO BOX 42570 | LAFAYETTE | LA | 70504 | 726000820 | $84,828 | N/A | N/A | RESEARCH | State of LA | |
| UNIV OF PUERTO RICO | ||||||||||
| PO BOX 365067 | SAN JUAN | PR | 00936 | 660433762 | $37,545 | N/A | N/A | RESEARCH | Gov't of PR | |
| UNIV OF TEXAS S WESTERN MEDICAL CENTER | ||||||||||
| 5323 HARRY HINES BLVD | DALLAS | TX | 75390 | 756002868 | $5,926 | N/A | N/A | RESEARCH | State of TX | |
| UNIVERSITY CITY SCIENCE CENTER | ||||||||||
| 3711 MARKET STREET SUITE 800 | PHILADELPHIA | PA | 19104 | 231645908 | $195,010 | N/A | N/A | RESEARCH | 501(c)(3) | |
| UNIVERSITY CORPORATION FOR ATMOSPHERIC RESEARCH | ||||||||||
| PO BOX 3000 | BOULDER | CO | 80307 | 840412668 | $79,391 | N/A | N/A | RESEARCH | 501(c)(3) | |
| UNIVERSITY OF CALIFORNIA | ||||||||||
| PO BOX 989062 | SACRAMENTO | CA | 95798 | 952226406 | $78,141 | N/A | N/A | RESEARCH | State of CA | |
| UNIVERSITY OF CENTRAL FLORIDA | ||||||||||
| PO BOX 160118 | ORLANDO | FL | 32816 | 592924021 | $242,240 | N/A | N/A | RESEARCH | State of FL | |
| UNIVERSITY OF COLORADO DENVER | ||||||||||
| PO BOX 910238 | DENVER | CO | 80291 | 846000555 | $14,128 | N/A | N/A | RESEARCH | State of CO | |
| UNIVERSITY OF DELAWARE | ||||||||||
| 116 STUDENT SERVICES BLDG | NEWARK | DE | 19716 | 516000297 | $219,872 | N/A | N/A | RESEARCH | 501(c)(3) | |
| UNIVERSITY OF FLORIDA | ||||||||||
| 123 GRINTER HALL PO BOX 113001 | GAINESVILLE | FL | 32611 | 596002052 | $783,395 | N/A | N/A | RESEARCH | State of FL | |
| UNIVERSITY OF HAWAII | ||||||||||
| 2440 CAMPUS ROAD BOX 368 | HONOLULU | HI | 96822 | 990085260 | $178,509 | N/A | N/A | RESEARCH | State of HI | |
| UNIVERSITY OF HOUSTON | ||||||||||
| PO BOX 988 | HOUSTON | TX | 77001 | 746001399 | $53,668 | N/A | N/A | RESEARCH | State of TX | |
| UNIVERSITY OF ILLINOIS LIBRARY | ||||||||||
| 28395 NETWORK PL | CHICAGO | IL | 60673 | 376000511 | $1,111,652 | N/A | N/A | RESEARCH | 501(c)(3) | |
| UNIVERSITY OF IOWA - DEVELOPMENTAL STUDIES | ||||||||||
| B5 JESSUP HALL | IOWA CITY | IA | 52242 | 426004813 | $81,460 | N/A | N/A | RESEARCH | State of IA | |
| UNIVERSITY OF KENTUCKY RESEARCH | ||||||||||
| PO BOX 931113 | CLEVELAND | OH | 44193 | 616033693 | $30,833 | N/A | N/A | RESEARCH | 501(c)(3) | |
| UNIVERSITY OF MARYLAND | ||||||||||
| P O BOX 41428 | BALTIMORE | MD | 21203 | 526002033 | $43,012 | N/A | N/A | RESEARCH | State of MD | |
| UNIVERSITY OF MINNESOTA | ||||||||||
| NW 5960 PO BOX 1450 | MINNEAPOLIS | MN | 55485 | 416007513 | $200,558 | N/A | N/A | RESEARCH | State of MN | |
| UNIVERSITY OF NEBRASKA LINCOLN | ||||||||||
| WHITTIER ROOM 151J PO BOX 830861 | LINCOLN | NE | 68583 | 470491233 | $17,129 | N/A | N/A | RESEARCH | State of NE | |
| UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL | ||||||||||
| PO BOX 402420 | ATLANTA | GA | 30384 | 566001393 | $173,557 | N/A | N/A | RESEARCH | State of NC | |
| UNIVERSITY OF NORTH CAROLINA AT WILMINGTON | ||||||||||
| 601S COLLEGE ROAD-H0155 | WILMINGTON | NC | 28403 | 561258660 | $67,986 | N/A | N/A | RESEARCH | State of NC | |
| UNIVERSITY OF NORTH TEXAS | ||||||||||
| PO BOX 305250 | DENTON | TX | 76203 | 756002149 | $716,870 | N/A | N/A | RESEARCH | State of TX | |
| UNIVERSITY OF PENNSYLVANIA | ||||||||||
| PO BOX 785541 | PHILADELPHIA | PA | 19178 | 231352685 | $185,081 | N/A | N/A | RESEARCH | 501(c)(3) | |
| UNIVERSITY OF PITTSBURGH | ||||||||||
| PO BOX 7406 | PITTSBURGH | PA | 15213 | 250965591 | $259,131 | N/A | N/A | RESEARCH | 501(c)(3) | |
| UNIVERSITY OF PUERTO RICO AT MAYAGUEZ | ||||||||||
| CALL BOX 9000 | MAYAGUEZ | PR | 00681 | 660433461 | $68,965 | N/A | N/A | RESEARCH | Government of PR | |
| UNIVERSITY OF SOUTH FLORIDA | ||||||||||
| PO BOX 864568 | ORLANDO | FL | 32886 | 592959590 | $746,789 | N/A | N/A | RESEARCH | 501(c)(3) | |
| UNIVERSITY OF SOUTHERN CALIFORNIA | ||||||||||
| SPONSORED PROJECTS ACCOUNTING FILE | LOS ANGELES | CA | 90074 | 951642394 | $57,434 | N/A | N/A | RESEARCH | 501(c)(3) | NO 52095 |
| UNIVERSITY OF TENNESSEE | ||||||||||
| 62 S DUNLAP STE 300 | MEMPHIS | TN | 38163 | 626001636 | $9,642 | N/A | N/A | RESEARCH | State of TN | |
| UNIVERSITY OF TEXAS AT AUSTIN | ||||||||||
| PO BOX 7159 | AUSTIN | TX | 78713 | 746000203 | $573,141 | N/A | N/A | RESEARCH | State of TX | |
| UNIVERSITY OF TEXAS AT DALLAS | ||||||||||
| 800 W CAMPBELL RD AD37 | RICHARDSON | TX | 75080 | 751305566 | $198,283 | N/A | N/A | RESEARCH | State of TX | |
| UNIVERSITY OF TEXAS HEALTH SCIENCE CENTER | ||||||||||
| PO BOX 1898 | SAN ANTONIO | TX | 78297 | 741586031 | $33,749 | N/A | N/A | RESEARCH | State of TX | |
| UNIVERSITY OF VIRGINIA | ||||||||||
| 101 HOSPITAL DRIVE DAVIS 5 ROOM | CHARLOTTESVILLE | VA | 22908 | 546001796 | $7,037 | N/A | N/A | RESEARCH | 501(c)(3) | 5293 PO BOX 800793 |
| UNIVERSITY OF WASHINGTON | ||||||||||
| 12455 COLLECTIONS DRIVE | CHICAGO | IL | 60693 | 916001537 | $694,445 | N/A | N/A | RESEARCH | State of WA | |
| UNIVERSITY OF WISCONSIN | ||||||||||
| 1111 HIGHLAND AVE RM B1002 WIMR | MILWAUKEE | WI | 53705 | 391805963 | $473,554 | N/A | N/A | RESEARCH | 501(c)(3) | |
| VACCINE & GENE THERAPY INSTITUTE | ||||||||||
| 9801 SW DISCOVERY WAY | PORT ST LUCIE | FL | 34987 | 364631835 | $23,522 | N/A | N/A | RESEARCH | 501(c)(3) | |
| VANDERBILT UNIVERSITY MEDICAL | ||||||||||
| PO BOX 121236 DEPT 1236 | DALLAS | TX | 75312 | 620476822 | $90,546 | N/A | N/A | RESEARCH | 501(c)(3) | |
| VIRGINIA COMMONWEALTH UNIVERSITY | ||||||||||
| BOX 843039 | RICHMOND | VA | 23284 | 546001758 | $6,418 | N/A | N/A | RESEARCH | State of VA | |
| WAKE FOREST UNIVERSITY | ||||||||||
| FINANCIAL SVCS/GRANTS MGMT MED CTR | WINSTONSALEM | NC | 27157 | 560532138 | $25,987 | N/A | N/A | RESEARCH | 501(c)(3) | BLVD |
| WAYNE STATE UNIVERSITY | ||||||||||
| PO BOX 02788 | DETROIT | MI | 48202 | 386028429 | $44,112 | N/A | N/A | RESEARCH | State of MI | |
| WEST VIRGINIA UNIVERSITY RESEARCH CORP | ||||||||||
| PO BOX 6002 | MORGANTOWN | WV | 26506 | 550665758 | $22,744 | N/A | N/A | RESEARCH | 501(c)(3) | |
| YALE UNIVERSITY | ||||||||||
| PO BOX 1873 | NEW HAVEN | CT | 06508 | 060646697 | $523,676 | N/A | N/A | RESEARCH | 501(c)(3) | |
| AMERICAN CANCER SOCIETY | ||||||||||
| 5020 TAMIAMI TRAIL N 108 STE 100 | NAPLES | FL | 34103 | 131788491 | $62,500 | N/A | N/A | GENERAL SUPPORT | 501(c )3 | |
| AMERICAN SOCIETY FOR ENGINEERING EDUCATION | ||||||||||
| PO BOX 71224 | PHILADELPHIA | PA | 19176 | 370730118 | $8,000 | N/A | N/A | GENERAL SUPPORT | 501(c )3 | |
| CANCER SUPPORT COMMUNITY GREATER MIAMI INC | ||||||||||
| 8609 S DIXIE HWY | MIAMI | FL | 33143 | 650930551 | $35,500 | N/A | N/A | GENERAL SUPPORT | 501(c )3 | |
| GENETICS POLICY INSTITUTE INC | ||||||||||
| 9314 FOREST HILL BLVD STE 2 | WELLINGTON | FL | 33411 | 205509308 | $37,000 | N/A | N/A | GENERAL SUPPORT | 501(c )3 | |
| GILDAS CLUB SOUTH FLORIDA | ||||||||||
| 119 ROSE DR | FT LAUDERDALE | FL | 33316 | 650528626 | $28,000 | N/A | N/A | GENERAL SUPPORT | 501(c )3 | |
| H LEE MOFFITT CANCER CNTR & RESEARCH INSTITUTE HOSPITAL INC | ||||||||||
| 12902 MAGNOLIA DRIVE | TAMPA | FL | 33612 | 593238634 | $10,000 | N/A | N/A | GENERAL SUPPORT | 501(c )3 | |
| LEUKEMIA & LYMPHOMA SOCIETY | ||||||||||
| 200 S PARK RD STE 140 | HOLLYWOOD | FL | 33021 | 135644916 | $30,000 | N/A | N/A | GENERAL SUPPORT | 501(c )3 | |
| PANCREATIC CANCER ACTION NETWORK | ||||||||||
| 1500 ROSECRANS AVE STE 200 | MANHATTAN BCH | CA | 90266 | 330841281 | $10,000 | N/A | N/A | GENERAL SUPPORT | 501(c )3 | |
| SHARSHERET INC | ||||||||||
| 1086 TEANECK RD STE 2G | TEANECK | NJ | 07666 | 134198529 | $10,000 | N/A | N/A | GENERAL SUPPORT | 501(c )3 | |
| SUSAN G KOMEN MIAMI FT LAUDERDALE | ||||||||||
| 1333 S UNIVERSITY DR STE 206 | PLANTATION | FL | 33324 | 752844638 | $40,000 | N/A | N/A | GENERAL SUPPORT | 501(c )3 | |
| THRIVE NETWORKS GLOBAL INC | ||||||||||
| 1611 TELEGRAPH AVENUE SUITE 1420 | OAKLAND | CA | 94612 | 330316095 | $10,200 | N/A | N/A | GENERAL SUPPORT | 501(c )3 | |
| ULI - URBAN LAND INSTITUTE | ||||||||||
| 3170 N FEDERAL HWY STE 106 | LIGHTHOUSE PO | FL | 33064 | 530159845 | $5,400 | N/A | N/A | GENERAL SUPPORT | 501(c )3 | |
| UNITED WAY OF BROWARD COUNTY | ||||||||||
| 1300 SOUTH ANDREWS AVENUE | FT LAUDERDALE | FL | 33316 | 590624402 | $57,500 | N/A | N/A | GENERAL SUPPORT | 501(c )3 | |
| WINTERFEST INC | ||||||||||
| 512 NE 3RD AVE | FT LAUDERDALE | FL | 33301 | 650059092 | $76,200 | N/A | N/A | GENERAL SUPPORT | 501(c )4 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 145 | Total501c3OrgCnt |
| Total Other Org | 19 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|
| Scholarships for tuition housing meals and books | 13661 | $398,503,271 | N/A | N/A |
| Grants and Other Assistance - Research | 1 | $10,875 | N/A | N/A |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 2: | Procedure for Monitoring Grants: Grants to organizations and individuals awarded for the purpose of conducting research are monitored as follows: Subcontracts are issued with a defined scope of work and a budget and include other terms and conditions such as frequency of required reporting. The faculty member at the University of Miami responsible for the grant monitors the scientific progress via site visits, correspondence, reports, etc. Invoices submitted for payments by the outside organization or by an individual are approved by the University of Miami Faculty member responsible for the grant. |
| Schedule I, Part III: | Assistance to the University students in the form of scholarships are awarded for the purpose of aiding with the cost of attending the University (i.e., for tuition, housing and meals). Scholarships are based on need and academic achievement. Total scholarships, grants and loans cannot exceed the total cost of attendance. The University publishes criteria for the eligibility requirements needed to award a scholarship. The amount of aid awarded is based on a need analysis formula developed by the federal government and includes verification of the information submitted by the student. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Personal Services | Yes (X) | PersonalServicesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | Yes (1) | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (31 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Julio Frenk | ||||||||||||||
| President | $411,258 | $0 | $100,000 | $0 | $194,480 | $0 | $0 | $0 | $430,626 | $0 | $1,136,364 | $0 | $0 | $0 |
| Leslie Dellinger Aceituno | ||||||||||||||
| Assistant University Secretary | $122,779 | $0 | $0 | $0 | $814 | $0 | $14,451 | $0 | $13,212 | $0 | $151,256 | $0 | $0 | $0 |
| Stephen Cawley | ||||||||||||||
| VP for Information Technology | $434,199 | $0 | $0 | $0 | $834 | $0 | $26,500 | $0 | $22,586 | $0 | $484,119 | $0 | $0 | $0 |
| Mark Diaz | ||||||||||||||
| VP of Budget and Planning | $475,976 | $0 | $500,000 | $0 | $424,450 | $0 | $24,729 | $0 | $67,416 | $0 | $1,492,571 | $0 | $0 | $0 |
| Rodolfo Fernandez | ||||||||||||||
| VP for Government Affairs | $271,449 | $0 | $0 | $0 | $38,613 | $0 | $26,500 | $0 | $44,526 | $0 | $381,088 | $0 | $0 | $0 |
| P Goldschmidt-Clermont | ||||||||||||||
| Sr VP Medical Affairs-Dean | $1,168,069 | $0 | $241,500 | $0 | $149,349 | $0 | $29,150 | $0 | $65,123 | $0 | $1,653,191 | $0 | $0 | $0 |
| Sergio M Gonzalez | ||||||||||||||
| Sr VP, Advancement & External Affair | $641,718 | $0 | $100,000 | $0 | $69,373 | $0 | $27,589 | $0 | $62,987 | $0 | $901,667 | $0 | $0 | $0 |
| Rudolph Rudy Green | ||||||||||||||
| VP & Chief Compliance Officer | $305,516 | $0 | $0 | $0 | $5,051 | $0 | $26,445 | $0 | $20,552 | $0 | $357,564 | $0 | $0 | $0 |
| John G Haller | ||||||||||||||
| VP, Enrollment Management | $324,998 | $0 | $0 | $0 | $20,740 | $0 | $8,500 | $0 | $23,001 | $0 | $377,239 | $0 | $0 | $0 |
| Geoffrey Kirles | ||||||||||||||
| VP & Treasurer | $285,733 | $0 | $100,000 | $0 | $60,919 | $0 | $0 | $0 | $12,504 | $0 | $459,156 | $0 | $0 | $0 |
| Thomas J LeBlanc | ||||||||||||||
| Executive VP & Provost | $750,505 | $0 | $0 | $0 | $75,096 | $0 | $29,150 | $0 | $20,793 | $0 | $875,544 | $0 | $0 | $0 |
| Larry D Marbert | ||||||||||||||
| VP for Real Estate & Facilities | $387,305 | $0 | $0 | $0 | $18,329 | $0 | $26,500 | $0 | $7,592 | $0 | $439,726 | $0 | $0 | $0 |
| Jacqueline R Menendez | ||||||||||||||
| VP for University Communications | $307,581 | $0 | $25,000 | $0 | $24,286 | $0 | $26,500 | $0 | $30,366 | $0 | $413,733 | $0 | $0 | $0 |
| Nerissa Morris | ||||||||||||||
| VP for Human Resources | $429,982 | $0 | $0 | $0 | $24,537 | $0 | $26,500 | $0 | $9,772 | $0 | $490,791 | $0 | $0 | $0 |
| Joseph T Natoli | ||||||||||||||
| Sr VP Business & Finance and CFO | $942,483 | $0 | $0 | $0 | $146,921 | $0 | $26,500 | $0 | $21,598 | $0 | $1,137,502 | $0 | $0 | $0 |
| Aileen M Ugalde | ||||||||||||||
| Secretary of the University | $551,644 | $0 | $0 | $0 | $37,537 | $0 | $31,819 | $0 | $35,569 | $0 | $656,569 | $0 | $0 | $0 |
| Patricia A Whitely | ||||||||||||||
| VP for Student Affairs | $362,117 | $0 | $0 | $0 | $65,824 | $0 | $39,858 | $0 | $22,219 | $0 | $490,018 | $0 | $0 | $0 |
| Nestor de la Cruz-Munoz | ||||||||||||||
| Associate Professor Dept of Surgery | $581,482 | $0 | $879,071 | $0 | $147,085 | $0 | $26,500 | $0 | $20,528 | $0 | $1,654,666 | $0 | $0 | $0 |
| Alfred J Golden | ||||||||||||||
| Head Coach, Football | $124,627 | $0 | $20,000 | $0 | $2,485,334 | $0 | $26,500 | $0 | $17,549 | $0 | $2,674,010 | $0 | $0 | $0 |
| Lee D Kaplan | ||||||||||||||
| Professor, Orthopaedics | $683,469 | $0 | $302,139 | $0 | $528,895 | $0 | $26,500 | $0 | $22,928 | $0 | $1,563,931 | $0 | $0 | $0 |
| James J Larranaga | ||||||||||||||
| Head Coach, Basketball | $245,543 | $0 | $0 | $0 | $1,237,032 | $0 | $26,500 | $0 | $17,660 | $0 | $1,526,735 | $0 | $0 | $0 |
| Dipen J Parekh | ||||||||||||||
| Professor, Urology | $846,865 | $0 | $154,650 | $0 | $270,800 | $0 | $26,500 | $0 | $20,776 | $0 | $1,319,591 | $0 | $0 | $0 |
| Donna E Shalala | ||||||||||||||
| President (former) | $500,000 | $0 | $225,000 | $0 | $741,927 | $0 | $29,150 | $0 | $5,515 | $0 | $1,501,592 | $0 | $0 | $0 |
| Theresa L Ashman | ||||||||||||||
| Associate VP & Controller (fmr) | $258,802 | $0 | $6,828 | $0 | $17,671 | $0 | $17,449 | $0 | $17,361 | $0 | $318,111 | $0 | $0 | $0 |
| Richard Ballard | ||||||||||||||
| CEO, UMHC (former) | $412,297 | $0 | $79,952 | $0 | $39,132 | $0 | $26,500 | $0 | $24,976 | $0 | $582,857 | $0 | $0 | $0 |
| Steven Falcone | ||||||||||||||
| Chief Exec, UHealth Clinical (fmr) | $565,468 | $0 | $149,163 | $0 | $172,120 | $0 | $29,150 | $0 | $22,716 | $0 | $938,617 | $0 | $0 | $0 |
| Michael Gittelman | ||||||||||||||
| CEO, ABLEH (former) | $374,164 | $0 | $71,547 | $0 | $28,168 | $0 | $26,500 | $0 | $19,964 | $0 | $520,343 | $0 | $0 | $0 |
| Alan S Livingstone MD | ||||||||||||||
| Chief Exec, UHealth Clinical (fmr) | $789,071 | $0 | $200,000 | $0 | $98,338 | $0 | $29,150 | $0 | $19,653 | $0 | $1,136,212 | $0 | $0 | $0 |
| David A Lubarsky | ||||||||||||||
| Chief Integration Officer (fmr) | $663,583 | $0 | $200,000 | $0 | $362,886 | $0 | $29,150 | $0 | $23,446 | $0 | $1,279,065 | $0 | $0 | $0 |
| John R Shipley | ||||||||||||||
| VP & Treasurer (former) | $166,301 | $0 | $0 | $0 | $353,739 | $0 | $17,083 | $0 | $10,469 | $0 | $547,592 | $0 | $0 | $0 |
| John Sory | ||||||||||||||
| Chief Exec,UHealth Rgnl Alliance(fmr | $450,418 | $0 | $90,848 | $0 | $975 | $0 | $26,335 | $0 | $17,401 | $0 | $585,977 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 1a | First Class Travel: First class travel was provided to Sergio Gonzalez, Former President, Donna E. Shalala, President Julio Frenk, and James J. Larranaga. The amounts were not included in taxable income. House and Household Assistance: A house and household assistance is provided to the Former President, Donna E. Shalala, and Current President Julio Frenk at the convenience of the employer as a condition of employment. The amounts were not included in taxable income, for Former President Donna Shalala. Certain amounts were included in taxable income for President Julio Frenk. Travel for Companions: Companion travel was provided for President Julio Frenk, Sergio M. Gonzalez, and James J. Larranaga. Amount was not included in taxable income. Club Dues: Club dues were provided for Sergio M. Gonzalez, Thomas J. Leblanc, Joseph T. Natoli, Donna E. Shalala, James J. Larranaga, Jacqueline Menendez, and Alfred J. Golden. The amounts were included in taxable income. Social Club Dues: Social club dues were provided for Rodolfo Fernandez, Jacqueline Menendez, Sergio M. Gonzalez and Donna E. Shalala. The amounts were not included in taxable income. Tax Gross-Up Payments: Tax Gross-Up Payments were provided to Former President Donna Shalala, and Geoffrey Kirles. Part I, Question 4a, Severance Payments: Severance payments were provided to Donna E. Shalala of $666,000; John Shipley of $350,000; and Alfred Golden of $303,431. |
| Part I, Line 6 | Hospital & Clinic may provide incentives to certain officers, and highly compensated individuals. Incentive payment are based on productivity / efficiency measures, as well as certain financial targets. |
| Part I, Line 7 | Certain officers received sign-on bonuses, and one time payments for assuming duties outside of their job requirements / description |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (3 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| Miami-Dade Co Educ Fac Authority | ||||||||
| A | 596000573 | 59333AFW6 | 2007-04-26 | $473,302,568 | See Schedule K, Part VI | Yes (1) | 0 | 0 |
| Miami-Dade Co Educ Fac Authority | ||||||||
| B | 596000573 | 59333ALR0 | 2012-12-12 | $106,138,985 | See Schedule K, Part VI | 0 | 0 | 0 |
| Miami-Dade Co Educ Fac Authority | ||||||||
| C | 596000573 | 59333AMB4 | 2015-10-07 | $432,889,335 | See Schedule K, Part VI | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | Capitalized InterestCapitalizedInterestAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Capital ExpendituresCapitalExpendituresAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Working Capital ExpendituresWorkingCapitalExpendituresAmt | UnspentUnspentAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $68,255,000 | $155,070,000 | $480,088,974 | $17,381,191 | $303,488,136 | $3,097,405 | $3,351,958 | $152,770,285 | 2009 | Yes (1) | Yes (1) | Yes (1) | Yes (1) | ||
| B | $106,148,707 | $1,362,336 | $929,658 | $78,543,987 | 2014 | Yes (1) | 0 | 0 | Yes (1) | $25,082,031 | $230,694 | ||||
| C | $433,067,271 | $4,015,721 | $221,307,671 | $2,151,671 | $85,557,168 | 2017 | Yes (1) | Yes (1) | 0 | Yes (1) | $120,035,039 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Engage Bond Counsel ResearchEngageBondCounselResearchInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | Yes (1) | Yes (1) | Yes (1) | Yes (1) | Yes (1) | 0.00290 | 0.00660 | 0.00950 | 0 | 0 | Yes (1) |
| B | 0 | Yes (1) | Yes (1) | Yes (1) | Yes (1) | Yes (1) | 0.00100 | 0.00100 | 0 | 0 | Yes (1) | |
| C | 0 | Yes (1) | Yes (1) | Yes (1) | Yes (1) | Yes (1) | 0.00120 | 0.00120 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Business Name Line2GICProviderName/BusinessNameLine2Txt | Term Of GICTermOfGICPct | Regulatory Safe Harbor StsfdRegulatorySafeHarborStsfdInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Bayerische | ||||||||||||
| A | Yes (1) | 0 | 0 | Yes (1) | Landesbank | 2.100000000000 | Yes (1) | Yes (1) | Yes (1) | |||
| (no name) | ||||||||||||
| B | 0 | 0 | 0 | 0 | Yes (1) | Yes (1) | Yes (1) | 0 | 0 | |||
| (no name) | ||||||||||||
| C | 0 | 0 | 0 | 0 | Yes (1) | Yes (1) | Yes (1) | 0 | 0 | |||
Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
| C | Yes (1) |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule K, Part I - Line A, Column F: | FormAndLineReferenceDesc |
| Explanation | Acquire, construct, equip and renovate University facilities and refunding of prior issues: Series 1993- Issue Date January 5, 1994; Series 1996A- Issue Date March 13, 1996; Series 1996B - Issue Date October 1, 1996; Series 1997A - Issue Date January 10, 1997; Series 1997B - Issue Date April 1, 1997; Series 2000A - Issue Date December 7, 1999; Series 2000B - Issue Date February 3, 2000; Series 2004A - Issue Date January 28, 2004. Schedule K, Part I - Line B, Column F: Finance or refinance the acquisition, construction, renovation and equipping of University facilities. Schedule K, Part I - Line C, Column F: Finance or refinance the costs of the acquisition, construction, renovation and equipping of University facilities and refunding of prior issues: Series 2007A - Issue date April 26, 2007 Series 2008A - Issue date May 8, 2008 Schedule K, Part I - Line C, Column C: CUSIP #59333AMB4,59333AMA6 Schedule K, Part II - Line 3, Column A: Variance of $6,786,406 when compared to Part I - Line A, Column (e) is due primarily to interest earnings. Schedule K, Part II - Line 3, Column B: Variance of $9,721 when compared to Part I - Line B, Column (e) is due primarily to interest earnings and unspent issuance cost from 2012B. Schedule K, Part II - Line 3, Column C: Variance of $177,936 when compared to Part I - Line C, Column (e) is due primarily to interest earnings. Schedule K, Part III - Line 7, Column A, B, & C: Analysis of the private security and payment test results that the bond issues do not meet the test. Schedule K, Part IV - Line 1, Column A: Form 8038-T filed on 6/28/2016 for the Series 2007. | ExplanationTxt |
Schedule L IRS990ScheduleL
Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp (2 entries)
| Cash GrantCashGrantAmt | Type Of AssistanceTypeOfAssistanceTxt | Assistance PurposeAssistancePurposeTxt |
|---|---|---|
| $81,833 | Disct Tuition | Tuition Asst |
| $8,000 | Scholarship | Educ Assist |
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (14 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| Rosemarie Ugalde | |||
| See Part V | $123,600 | See Part V | 0 |
| Susan Dandes | |||
| See Part V | $110,795 | See Part V | 0 |
| Marlena Diaz | |||
| See Part V | $94,902 | See Part V | 0 |
| Sonia Mora | |||
| See Part V | $110,733 | See Part V | 0 |
| Eric Winter | |||
| See Part V | $87,861 | See Part V | 0 |
| Gino DiMare | |||
| See Part V | $149,743 | See Part V | 0 |
| Ryan Dandes | |||
| See Part V | $54,139 | See Part V | 0 |
| Jeanette Gonzalez-Calles | |||
| See Part V | $34,603 | See Part V | 0 |
| George Williamson III | |||
| See Part V | $39,000 | See Part V | 0 |
| Leo Ramos Jr | |||
| See Part V | $50,755 | See Part V | 0 |
| Nicholas Ramos | |||
| See Part V | $45,623 | See Part V | 0 |
| Marc Buoniconti | |||
| See Part V | $102,083 | See Part V | 0 |
| Stephen Marbert | |||
| See Part V | $46,410 | See Part V | 0 |
| Felicia Knaul | |||
| See Part V | $304,278 | See Part V | 0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule L, Part IV - Lines 2, 5-9, 12, 14, Col B | Family member of trustee. |
| Schedule L, Part IV - Lines 1, 3-4, 10, 11, 13-14, Col B | Family member of officer. |
| Schedule L, Part IV - Lines 1-14, Col D | Family member employment. |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 163 | ContributionCnt |
| Noncash Contributions Rpt F990 | $645,758 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Fair Market Value | MethodOfDeterminingRevenuesTxt |
Boats And Planes BoatsAndPlanesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $20,300 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Fair Market Value | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 174 | ContributionCnt |
| Noncash Contributions Rpt F990 | $53,093,708 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Fair Market Value | MethodOfDeterminingRevenuesTxt |
Real Estate Other RealEstateOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $210,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Fair Market Value | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | Equipment | 6 | $245,067 | Fair Market Value |
| Yes (X) | Auction Items | 269 | $0 | See Part II |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 9 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 32b: | Third Party or Related Organizations Utilized: The University utilizes external brokers to sell securities when the donated securities are not deemed to fit into the University's investment portfolio. |
| Part I, Line 33: | Items Included On Schedule M Not In Revenue: a. Part I, Line 17 - Real Estate Property: The University of Miami's policy is to record the value of donated real estate for accounting purposes at $1 if the University is not able to use the asset in its exempt mission. At such time as the real estate is sold, the proceeds of the sale are recorded as contribution revenue. b. Part I, Line 26 - Auction items: Columns B and C include items donated for sale at fundraising event auctions (such as gift certificates, etc.) which are subsequently sold at fundraising event auctions but which are not included on form 990, Part VIII, Line 1(g). |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 2 | Family and Business Relationships: Stuart Miller - Trustee, and Steven Saiontz - Trustee - Business Relationship; Manuel Kadre - Trustee, Pascal Goldschmidt - Officer - Business Relationship; Charles Cobb-Trustee, Jorge Perez - Trustee - Business Relationship; Phillip T. Frost - Trustee, Phillip T. George - Trustee - Business Relationship; Marc Buoniconti - Trustee, Nicolas Buoniconti - Trustee, Paul DiMare - Trustee, Pascal Goldschmidt - Officer, Sergio Gonzalez - Officer - Business Relationship; Marc Buoniconti - Trustee, Nicolas Buoniconti - Trustee - Family Relationship |
| Form 990, Part VI, Section B, line 11 | Board Review of Form 990: Process by which the governing body was provided a copy of form 990 prior to filing: Form 990 is prepared by the University's Office of the Controller and reviewed by KPMG, LLP. Due to schedule constraints of committee chairs and members, the meeting dates for the Audit and Compliance Committee fluctuate from year to year. The University provides Form 990 to the Committee prior to filing. If the Committee's meeting dates do not coincide with the availability of the return, it is provided to the Committee electronically with time provided for questions and comments. Subsequent to the Committee's review a copy of the final return is shared with all voting members of the Board prior to filing. |
| Form 990, Part VI, Section B, line 12c | Monitoring and Compliance with Conflict of Interest Policy: The Office of the Secretary of the Board of Trustees sends an annual conflict of interest questionnaire together with the policy adopted by the Board to all trustees, officers and key employees. Once replies are received, they are reviewed by the Vice President and Chief Compliance Officer and the Chair of The Conflict of Interest Sub-Committee. When apparent conflicts arise, the Sub-Committee reviews and makes recommendations to the Executive Committee for management or denial of the relationship or proposal creating the conflict. |
| Form 990, Part VI, Section B, line 15 | Process for Review of Compensation of Officers and Key Employees: The Compensation Review Sub-Committee of the Executive Committee reviews a summary of proposed compensation and survey data for any offer to a new officer or key employee of the University, including the President and trustees who are employees of the University. Once the compensation is approved, it is provided to the payroll office as a record of the committee's approval. Minutes of the meeting of the Compensation Review Sub-Committee of the Executive Committee are recorded by the Office of the Secretary. The following process is performed annually, typically at the April/May meeting of the Compensation Review Sub-Committee of the Executive Committee to approve compensation for the President, Executive Vice President and Provost, Senior Vice Presidents, the Vice President, General Counsel and Secretary, Vice President and Chief Compliance Officer, the Intercollegiate Athletic Director, and employees who are current trustees and former trustees for up to 5 years following conclusion of their service on the board: each officer's supervisor completes a written performance review and proposes a salary increase, prior to the meeting. The University participates in an annual comprehensive compensation survey compiled by an actuarial firm. The actuarial firm produces a survey of universities across the United States and, separately, data from for-profit corporations for positions that have a for-profit equivalent. The Compensation Review Sub-Committee of the Executive Committee receives the performance appraisals for each officer, key employee and trustee/employee, the completed survey prepared by the actuary, and the current and proposed salaries and other cash compensation for each officer and key employee, including the President and trustees who are employees of the University. After review and discussion, the Compensation Review Sub-Committee of the Executive Committee approves the compensation for those officers listed above, including the President, who is excused while deliberation about his/her compensation is discussed, and trustees who are employees of the University. Once the compensation is approved, it is provided to the payroll office as a record of the committee's approval. Minutes of the meeting of the Compensation Review Sub-Committee of the Executive Committee are recorded by the Office of the Secretary. The sub-committee reviews executive compensation in April/May as described above. |
| Form 990, Part VI, Section C, line 19 | Governing Documents, Conflict of Interest Policy and Financial Statements Made Available to the General Public: The State of Florida, Department of State, Division of Corporations requires an annual registration filing, including any changes to Charter. Once filed, the Charter can be viewed on the State of Florida web site. Financial statements of the university are made available on the University's website. The University's financial statements are also made available to the general public on the federal government's census bureau website. The University's Bylaws and the Board's Conflict of Interest Policy are not made available to the public. |
| Form 990, Part VII, Section A, Officers, Directors, Trustees: | Edward A. Dauer is a Trustee and also serves as Research Associate Professor in the College of Engineering. Average hours per week estimate of 40 hours is based on a full time teaching load. Marc Buoniconti is a Trustee and also Senior Director - Advocacy and Donor Relations at the Miami Project to Cure Paralysis. Average hours per week estimate of 40 hours minimum is based on his being a full time, exempt employee. |
| Form 990, Part XI, line 9: | Pension related changes other than Net Periodic Benefit Cost -65,813,516. Other -6,633. Refunds of Contributions -106,663. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (11 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt |
|---|---|---|---|---|---|---|---|---|---|
| Biscayne View Properties LLC | |||||||||
| 1395 Brickell Avenue 14th Floor | Miami | FL | 33131 | 590624458 | Real Estate | FL | University of Miami | ||
| Crestre LLC | |||||||||
| 1395 Brickell Avenue 14th Floor | Miami | FL | 33131 | 202458426 | Real Estate | FL | Biscayne View Properties LLC | $37,095 | $678,151 |
| 1509 Venture LLC | |||||||||
| 1395 Brickell Avenue 14th Floor | Miami | FL | 33131 | 202458426 | Real Estate | FL | Biscayne View Properties LLC | $1,799,583 | |
| East Urban LLC | |||||||||
| 1395 Brickell Avenue 14th Floor | Miami | FL | 33131 | 202458426 | Real Estate | FL | Biscayne View Properties LLC | $30,874 | $1,090,004 |
| Tripop LLC | |||||||||
| 1395 Brickell Avenue 14th Floor | Miami | FL | 33131 | 202458426 | Real Estate | FL | Biscayne View Properties LLC | $4,314,217 | |
| 7th Avenue Market LLC | |||||||||
| 1320 South Dixie Hwy Suite 705 | Coral Gables | FL | 33146 | 202458426 | Real Estate | FL | Biscayne View Properties LLC | $3,021,836 | |
| Equi Terra LLC | |||||||||
| 1395 Brickell Avenue 14th Floor | Miami | FL | 33131 | 590624458 | Real Estate | FL | University of Miami | ||
| Ten Bor LLC | |||||||||
| 1395 Brickell Avenue 14th Floor | Miami | FL | 33131 | 273025289 | Real Estate | FL | Equi Terra LLC | ||
| PT Property Holding LLC | |||||||||
| 1395 Brickell Avenue 14th Floor | Miami | FL | 33131 | 273025289 | Real Estate | FL | Equi Terra LLC | ||
| University of Miami Preservation LLC | |||||||||
| 1252 Memorial Drive Room 230 | Coral Gables | FL | 33146 | 590624458 | Hold UM Designated Easement | FL | University of Miami | ||
| Boston House LLC | |||||||||
| 1395 Brickell Avenue 14th Floor | Miami | FL | 33131 | 590624458 | Real Estate | FL | University of Miami | ||
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| WVUM Inc | ||||||||||
| PO Box 248191 | Coral Gables | FL | 33124 | 591729614 | Edu Radio | FL | 501(C)(3) | Line 7 | N/A | Yes (1) |
| University Rathskeller Inc | ||||||||||
| 1330 Miller Drive | Coral Gables | FL | 33146 | 591410632 | Student Food & Beverage | FL | 501(C)(3) | Line 5 | N/A | Yes (1) |
| Friends of the School of Music | ||||||||||
| 12394 SW 82 Avenue | Miami | FL | 33156 | 650201227 | Fundraising | FL | 501(C)(3) | Line 9 | N/A | 0 |
| Ophthalmology Research Foundation Inc | ||||||||||
| PO Box 015869 | Miami | FL | 33101 | 237081974 | Fundraising | FL | 501(C)(3) | Line 11c, III-FI | N/A | 0 |
| The Buoniconti Fund to Cure Paralysis | ||||||||||
| 1095 NW 14th Terrace | Miami | FL | 33136 | 650244316 | Fundraising | FL | 501(C)(3) | Line 7 | N/A | 0 |
| Florida Lions Eye Bank Inc | ||||||||||
| 900 NW 17th Street 3rd Floor | Miami | FL | 33136 | 590967012 | Fundraising/Donation | FL | 501(C)(3) | Line 9 | N/A | 0 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (4 entries)
| Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Address Line1ForeignAddress/AddressLine1Txt | CountryForeignAddress/CountryCd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct |
|---|---|---|---|---|---|---|---|---|---|---|---|
| CRUT (8) | |||||||||||
| Charitable Remainder Unitrust | FL | N/A | 0 | ||||||||
| Perpetual (2) | |||||||||||
| Perpetual Trust | FL | N/A | 0 | ||||||||
| University of Miami Insurance Co Ltd | |||||||||||
| Insurance | Yes (1) | Clarendon House 2 Church St HM 11 | BD | BD | UM | C | $11 | $123,358 | 1.00000 | ||
| (no name) | |||||||||||
| Yes (1) | |||||||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WVUM Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | R | TransactionTypeTxt |
| Involved | $143,173 | InvolvedAmt |
| Method Of Amount Determination | See Part VII | MethodOfAmountDeterminationTxt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Form 990 - Schedule, R, Part V, Line 2 | FormAndLineReferenceDesc |
| Explanation | Method used to determine the transaction amounts with controlled organizations is based on cash provided to, or received from each controlled organization. | ExplanationTxt |