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VANDERBILT UNIVERSITY: Form 990, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
VANDERBILT UNIVERSITY (EIN 62-0476822)
Tax period
2015-07-01 to 2016-06-30
Filed
2017-05-08
IRS object ID
201731289349301003
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 ReturnHeader

FieldValueIRS element (for citing)
Return2017-05-08T09:25:28-05:00ReturnTs
Tax Period End2016-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN134008324PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PricewaterhouseCoopers LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1101 Seaport BoulevardAddressLine1Txt
CityBostonCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02210ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2015-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN620476822EIN

Business Name BusinessName

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

US Address USAddress

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

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBrett SweetPersonNm
Person TitleCFOPersonTitleTxt
Phone6153436601PhoneNum
Signature2017-05-05SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGwen SpencerPreparerPersonNm
PTINP00641463PTIN
Phone6175305000PhoneNum
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerNicholas S Zeppos 211PrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1Kirkland 2201 WestEndAddressLine1Txt
CityNashvilleCityNm
State AbbreviationTNStateAbbreviationCd
ZIP37240ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$9,100,252,528GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.VANDERBILT.EDUWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1873FormationYr
Legal Domicile StateTNLegalDomicileStateCd
Activity Or Missionand Form 990, Part III, Line 1, Description of Organization Mission:Vanderbilt University is a center for scholarly research, informed and creative teaching, and service to the community and society at large. Vanderbilt will uphold the highest standards and be a leader in the quest for new knowledge through scholarship, dissemination of knowledge through teaching and outreach, and creative experimentation of ideas and concepts. In pursuit of these goals, Vanderbilt values most highly the intellectual freedom that supports open inquiry and equality, compassion and excellence in all endeavors.ActivityOrMissionDesc
Voting Members Governing Body26VotingMembersGoverningBodyCnt
Voting Members Independent23VotingMembersIndependentCnt
Total Employee37165TotalEmployeeCnt
Total Volunteers8900TotalVolunteersCnt
Total Gross UBI-$41,359TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm-$13,774,203NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$469,664,344PYContributionsGrantsAmt
CY Contributions Grants$326,470,970CYContributionsGrantsAmt
PY Program Service Revenue$3,702,754,889PYProgramServiceRevenueAmt
CY Program Service Revenue$951,962,483CYProgramServiceRevenueAmt
PY Investment Income$290,022,695PYInvestmentIncomeAmt
CY Investment Income$14,515,423CYInvestmentIncomeAmt
PY Other Revenue$41,688,469PYOtherRevenueAmt
CY Other Revenue$32,888,658CYOtherRevenueAmt
PY Total Revenue$4,504,130,397PYTotalRevenueAmt
CY Total Revenue$1,325,837,534CYTotalRevenueAmt
PY Grants And Similar Paid$359,294,345PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$332,911,063CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$2,331,689,301PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$640,516,918CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$758,550PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$845,453CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$32,789,780CYTotalFundraisingExpenseAmt
PY Other Expenses$1,497,891,914PYOtherExpensesAmt
CY Other Expenses$487,048,468CYOtherExpensesAmt
PY Total Expenses$4,189,634,110PYTotalExpensesAmt
CY Total Expenses$1,461,321,902CYTotalExpensesAmt
PY Revenues Less Expenses$314,496,287PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$135,484,368CYRevenuesLessExpensesAmt
Total Assets BOY$8,260,062,487TotalAssetsBOYAmt
Total Assets EOY$6,342,629,407TotalAssetsEOYAmt
Total Liabilities BOY$2,293,108,845TotalLiabilitiesBOYAmt
Total Liabilities EOY$945,758,654TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$5,966,953,642NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$5,396,870,753NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionSee Schedule OMissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant ChangeYes (1)SignificantChangeInd
Expense$1,024,904,330ExpenseAmt
Grant$289,461,336GrantAmt
Revenue$922,657,759RevenueAmt
DescSee Schedule O - EducationEducation: Vanderbilt University ("Vanderbilt") offers undergraduate programs in the liberal arts and science, engineering, music, education and human development, as well as a full range of graduate and professional degrees. Vanderbilt's ten schools and colleges include: College of Arts and Science, Blair School of Music, Divinity School, School of Engineering, Graduate School, Law School, School of Medicine, School of Nursing, Owen Graduate School of Management, and Peabody College (of education and human development). Vanderbilt has approximately 6,900 undergraduate students, 5,700 graduate and professional students, and more than 4,300 faculty members including Vanderbilt University Medical Center faculty (Vanderbilt University Medical Center faculty are appointed by Vanderbilt but are employed by Vanderbilt University Medical Center). Vanderbilt ranked 15th among the nation's best universities in an annual survey conducted by U.S. News & World Report. Vanderbilt's Peabody College of education and human development was named the No. 5 graduate school of education in the nation by U.S. News & World Report. Peabody programs also received top ten rankings in administration and supervision, special education, education policy, elementary education, curriculum and instruction, higher education administration, educational psychology and secondary education. The administration and supervision program ranked No. 1 and the special education program ranked second. Vanderbilt's School of Nursing ranked 13th among the nation's top graduate nursing schools. Nursing programs ranking in the top 10 in their respective fields include: informatics, adult/gerontology acute and primary care, psychiatric and mental health care, pediatric primary care, and family care. Additionally Audiology and Speech-language pathology ranked No. 1 in two health discipline categories which are not ranked every year. Vanderbilt's School of Medicine ranked 14th for research schools of medicine in the nation, the Law School ranked 16th, the Vanderbilt School of Engineering ranked 36th, and the Owen Graduate School of Management ranked 22nd for graduate business schools.Espenses $1,024,904,330, including grants of $289,461,336. Revenue $922,657,759.For more information regarding education at Vanderbilt, visit http://www.vanderbilt.edu.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$175,340,721ExpenseAmt
Grant$43,449,727GrantAmt
Revenue$29,304,724RevenueAmt
DescSee Schedule O - Academic and Scientific ResearchAcademic and Scientific Research: Vanderbilt University ("Vanderbilt") is an internationally recognized research university. A majority of Vanderbilt's research funding is received from the federal government. Funding is also received from foundations, associations, corporations, and other sources. Vanderbilt's researchers are at the forefront of posing innovative solutions to some of the most challenging questions facing the world today.Expenses $175,340,721, including grants of $43,449,727. Revenue $29,304,724.For more information regarding research at Vanderbilt University, visit: http://research.vanderbilt.eduDesc
FieldValueIRS element (for citing)
Total Program Service Expenses$1,200,245,051TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying ActivitiesYes (1)LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of ArtYes (1)CollectionsOfArtInd
Credit CounselingYes (1)CreditCounselingInd
Temp Or Permanent EndowmentsYes (1)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School OperatingYes (1)SchoolOperatingInd
Foreign OfficeYes (1)ForeignOfficeInd
Foreign ActivitiesYes (1)ForeignActivitiesInd
More Than5000 K To OrgYes (1)MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional FundraisingYes (1)ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate HospitalYes (1)OperateHospitalInd
Audited Financial Stmt AttYes (1)AuditedFinancialStmtAttInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt BondsYes (1)TaxExemptBondsInd
Invest Tax Exempt Bonds0InvestTaxExemptBondsInd
Escrow AccountYes (1)EscrowAccountInd
On Behalf Of Issuer0OnBehalfOfIssuerInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related PersonYes (1)GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam MemYes (1)BusinessRlnWithFamMemInd
Business Rln With Officer EntYes (1)BusinessRlnWithOfficerEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art ContributionYes (1)DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded EntityYes (1)DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (1)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgYes (1)TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
IRP Document15989IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee37165EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial AccountYes (1)ForeignFinancialAccountInd
Foreign CountryASForeignCountryCd
Foreign CountryBCForeignCountryCd
Foreign CountryBEForeignCountryCd
Foreign CountryBRForeignCountryCd
Foreign CountryCHForeignCountryCd
Foreign CountryDAForeignCountryCd
Foreign CountryFRForeignCountryCd
Foreign CountryGHForeignCountryCd
Foreign CountryGMForeignCountryCd
Foreign CountryIDForeignCountryCd
Foreign CountryINForeignCountryCd
Foreign CountryITForeignCountryCd
Foreign CountryJAForeignCountryCd
Foreign CountryKEForeignCountryCd
Foreign CountryKSForeignCountryCd
Foreign CountryLUForeignCountryCd
Foreign CountryMYForeignCountryCd
Foreign CountryMPForeignCountryCd
Foreign CountryMZForeignCountryCd
Foreign CountryPLForeignCountryCd
Foreign CountryNIForeignCountryCd
Foreign CountrySPForeignCountryCd
Foreign CountryRPForeignCountryCd
Foreign CountrySFForeignCountryCd
Foreign CountrySWForeignCountryCd
Foreign CountryTHForeignCountryCd
Foreign CountryTWForeignCountryCd
Foreign CountryTZForeignCountryCd
Foreign CountryUGForeignCountryCd
Foreign CountryAEForeignCountryCd
Foreign CountryUKForeignCountryCd
Foreign CountryZAForeignCountryCd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Form1098 C FiledYes (1)Form1098CFiledInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members26GoverningBodyVotingMembersCnt
Independent Voting Member23IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org DocumentsYes (1)ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint VentureYes (1)InvestmentInJointVentureInd
Written Policy Or ProcedureYes (1)WrittenPolicyOrProcedureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

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

US Address USAddress

FieldValueIRS element (for citing)
Address Line1110 21st Avenue South Ste 900AddressLine1Txt
CityNashvilleCityNm
State AbbreviationTNStateAbbreviationCd
ZIP37203ZIPCd
FieldValueIRS element (for citing)
Info In Schedule O Part VIIYes (X)InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (48 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerIndAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
M Chandler Anthony
Trustee1.00Yes (X)$0$0$0
Lee M Bass
Trustee1.00Yes (X)$0$0$0
Adolpho A Birch III
Trustee1.00Yes (X)$0$0$0
Shirley M Collado
Trustee1.00Yes (X)$0$0$0
Daniel M Crown
Trustee1.00Yes (X)$0$0$0
Mark F Dalton
Chairman1.00Yes (X)$0$0$0
Claiborne P Deming
Trustee1.00Yes (X)$0$0$0
Charles H Esserman
Trustee1.00Yes (X)$0$0$0
Bruce R Evans
Trustee1.00Yes (X)$0$0$0
David W Head
Trustee1.00Yes (X)$0$0$0
John J Hindle
Trustee1.00Yes (X)$0$0$0
Jay C Hoag
Trustee1.00Yes (X)$0$0$0
John R Ingram
Trustee1.00Yes (X)$0$0$0
Carrol E Kimball
Trustee1.00Yes (X)$0$0$0
Mark P Mays
Trustee1.00Yes (X)$0$0$0
Jackson W Moore
Vice-Chairman1.00Yes (X)$0$0$0
Courtney C Pastrick
Trustee1.00Yes (X)$0$0$0
David W Patterson MD
Trustee1.00Yes (X)$0$0$0
H Ross Perot Jr
Trustee1.00Yes (X)$0$0$0
Jeffrey J Rothschild
Trustee1.00Yes (X)$0$0$0
Sidanth Sapru
Trustee1.00Yes (X)$0$0$0
Robert C Schiff Jr MD
Trustee1.00Yes (X)$0$0$0
Alexander C Taylor
Trustee1.00Yes (X)$0$0$0
J Stephen Turner
Trustee1.00Yes (X)$0$0$0
Jon Winkelried
Vice-Chairman1.00Yes (X)$0$0$0
Nicholas S Zeppos JD
See Schedule O50.00Yes (X)$1,357,322$0$223,777Yes (X)
Audrey Jane Anderson JD
See Schedule O50.00$701,593$0$91,526Yes (X)0.10
Jeffrey R Balser MD PHD
See Schedule O50.00$1,880,679$0$87,127Yes (X)
Beth A Fortune MA
See Schedule O50.00$414,910$0$40,098Yes (X)
Anders W Hall MBA
See Schedule O50.00$1,099,741$0$721,825Yes (X)6.60
George C Hill PhD
See Schedule O50.00$23,761$0$1,480Yes (X)
Eric C Kopstain MBA
See Schedule O50.00$461,714$0$35,664Yes (X)1.00
John M Lutz AB
See Schedule O50.00$866,292$0$130,723Yes (X)
Susie S Stalcup BBA CFP
See Schedule O50.00$584,588$0$20,772Yes (X)
Brett C Sweet MBA
See Schedule O50.00$1,024,567$0$168,626Yes (X)10.00
Susan Wente PhD
See Schedule O50.00$722,192$0$64,493Yes (X)0.40
David Williams II MA MBA JD LLM
See Schedule O50.00$985,482$0$77,211Yes (X)0.30
Mitchell Edgeworth MBA
See Schedule O50.00$594,089$0$36,7181.00Yes (X)
Charles L Gregory MA MBA MHA
See Schedule O50.00$673,231$0$56,493Yes (X)
John F Manning Jr PhD MBA
See Schedule O50.00$890,782$0$51,6700.10Yes (X)
Charles W Pinson MD MBA
See Schedule O50.00$1,574,247$0$44,21410.00Yes (X)
David R Posch
See Schedule O30.00$829,784$0$28,35320.75Yes (X)
Derek Mason BS
See Schedule O50.00$2,582,026$0$139,808Yes (X)
Michael J McNamara MD
See Schedule O50.00$1,475,495$0$81,426Yes (X)
Kevin E Stallings MS
See Schedule O50.00$2,207,142$0$54,619Yes (X)
Paul A Thomas MD
See Schedule O50.00$1,903,381$0$35,924Yes (X)
Todd R Wurth MD
See Schedule O50.00$1,376,343$0$36,674Yes (X)
Richard C McCarty MS PHD
See Schedule O50.00$591,541$0$48,565Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$24,820,902TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$2,277,786TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K3721IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (1)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
Clark Parent a Joint Venture
7500 Old Georgetown RoadBethesdaMD20814Construction$26,278,753
The Boston Consulting Group Inc
One Beacon StBostonMA02108Consulting$21,389,440
Dell Marketing LP
One Dell WayRoundrockTX78682Managed IT Services$11,622,640
Turner Universal Construction Company
5300 Virginia WayBrentwoodTN37027Construction$10,059,991
Hogan Lovells US LLP
555 Thirteenth Street NWWashingtonDC20004Legal Services$8,874,054
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K320CntrctRcvdGreaterThan100KCnt
Fundraising$113,086FundraisingAmt
Related Organizations$7,819RelatedOrganizationsAmt
Government Grants$193,941,397GovernmentGrantsAmt
All Other Contributions$132,408,668AllOtherContributionsAmt
Noncash Contributions$25,753,519NoncashContributionsAmt
Total Contributions$326,470,970TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
Tuition and Fees611310$499,936,374$499,936,374
Affilliated Entity Rev611310$262,523,410$262,523,410
Room, Board & Auxiliar611310$143,628,042$141,169,842$2,458,200
Research & Other Contr611310$29,304,724$29,304,724
Other Auxiliary611310$8,495,810$8,457,747$38,063

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$8,074,123TotalRevenueColumnAmt
Related Or Exempt Func Income$8,074,123RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$951,962,483TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$11,624,246TotalRevenueColumnAmt
Unrelated Business Revenue-$1,020,136UnrelatedBusinessRevenueAmt
Exclusion$12,644,382ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$116TotalRevenueColumnAmt
Exclusion$116ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$22,290,916TotalRevenueColumnAmt
Exclusion$22,290,916ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$14,336,107RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$3,750,806RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$10,585,301RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$10,585,301TotalRevenueColumnAmt
Exclusion$10,585,301ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$7,773,473,937SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$7,770,582,876SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$2,891,061SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,891,061TotalRevenueColumnAmt
Unrelated Business Revenue-$1,517,486UnrelatedBusinessRevenueAmt
Exclusion$4,408,547ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$93,753FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$113,086ContriRptFundraisingEventAmt
Fundraising Direct Expenses$81,312FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$12,441TotalRevenueColumnAmt
Exclusion$12,441ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,325,837,534TotalRevenueColumnAmt
Related Or Exempt Func Income$949,466,220RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue-$41,359UnrelatedBusinessRevenueAmt
Exclusion$49,941,703ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$42,242,751TotalAmt
Program Services$42,242,751ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$289,461,336TotalAmt
Program Services$289,461,336ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$1,206,976TotalAmt
Program Services$1,206,976ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$16,853,053TotalAmt
Program Services$2,216,751ProgramServicesAmt
Management And General$13,126,440ManagementAndGeneralAmt
Fundraising$1,509,862FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$1,539,019TotalAmt
Program Services$1,402,377ProgramServicesAmt
Management And General$136,642ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$511,046,339TotalAmt
Program Services$434,603,143ProgramServicesAmt
Management And General$59,233,521ManagementAndGeneralAmt
Fundraising$17,209,675FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$27,260,837TotalAmt
Program Services$23,448,211ProgramServicesAmt
Management And General$3,734,842ManagementAndGeneralAmt
Fundraising$77,784FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$50,743,391TotalAmt
Program Services$39,750,330ProgramServicesAmt
Management And General$6,712,681ManagementAndGeneralAmt
Fundraising$4,280,380FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$33,074,279TotalAmt
Program Services$28,450,820ProgramServicesAmt
Management And General$4,529,132ManagementAndGeneralAmt
Fundraising$94,327FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$366,709TotalAmt
Management And General$366,709ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$8,269,273TotalAmt
Management And General$8,269,273ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$738,585TotalAmt
Management And General$738,585ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$19,000TotalAmt
Management And General$19,000ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$845,453TotalAmt
Fundraising$845,453FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$17,530,517TotalAmt
Management And General$17,530,517ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$30,792,199TotalAmt
Program Services$24,605,456ProgramServicesAmt
Management And General$5,899,589ManagementAndGeneralAmt
Fundraising$287,154FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$7,049,684TotalAmt
Program Services$6,696,433ProgramServicesAmt
Management And General$314,514ManagementAndGeneralAmt
Fundraising$38,737FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$66,438,386TotalAmt
Program Services$60,668,275ProgramServicesAmt
Management And General$3,982,428ManagementAndGeneralAmt
Fundraising$1,787,683FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$52,541,173TotalAmt
Program Services$47,574,317ProgramServicesAmt
Management And General$4,466,790ManagementAndGeneralAmt
Fundraising$500,066FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$2,367,831TotalAmt
Program Services$40,440ProgramServicesAmt
Management And General$2,327,391ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$53,945,539TotalAmt
Program Services$51,247,472ProgramServicesAmt
Management And General$828,945ManagementAndGeneralAmt
Fundraising$1,869,122FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$24,000,121TotalAmt
Program Services$20,909,087ProgramServicesAmt
Management And General$2,296,094ManagementAndGeneralAmt
Fundraising$794,940FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$5,669,448TotalAmt
Program Services$4,989,452ProgramServicesAmt
Management And General$576,486ManagementAndGeneralAmt
Fundraising$103,510FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$14,329,753TotalAmt
Program Services$13,819,991ProgramServicesAmt
Management And General$509,762ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$76,499,629TotalAmt
Program Services$62,832,358ProgramServicesAmt
Management And General$11,950,739ManagementAndGeneralAmt
Fundraising$1,716,532FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$3,197,284TotalAmt
Program Services$2,973,241ProgramServicesAmt
Management And General$223,501ManagementAndGeneralAmt
Fundraising$542FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtManagement And GeneralManagementAndGeneralAmtProgram ServicesProgramServicesAmtFundraisingFundraisingAmt
Other Defeasance$76,598,908$76,598,908
Other Programs$19,736,206$1,357,752$17,491,002$887,452
Other Library$13,509,467$13,509,467
Other Auxilliary$7,685,420$2,556,830$4,342,029$786,561

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$5,763,336TotalAmt
Program Services$5,763,336ProgramServicesAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,461,321,902TotalAmt
Program Services$1,200,245,051ProgramServicesAmt
Management And General$228,287,071ManagementAndGeneralAmt
Fundraising$32,789,780FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$27,579,392BOYAmt
EOY$260,060,121EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$1,263,412,990BOYAmt
EOY$701,177,557EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$140,607,122BOYAmt
EOY$116,496,785EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$345,136,110BOYAmt
EOY$103,532,230EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$12,482,674BOYAmt
EOY$110,661,280EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$58,972,211BOYAmt
EOY$471,866EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$29,615,079BOYAmt
EOY$20,075,014EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$1,873,243,578LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$946,684,113LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$1,730,674,421BOYAmt
EOY$926,559,465EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$2,537,695,347BOYAmt
EOY$2,306,288,381EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$2,063,071,114BOYAmt
EOY$1,766,518,028EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$46,880,371BOYAmt
EOY$30,762,134EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$3,935,656BOYAmt
EOY$26,546EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$8,260,062,487BOYAmt
EOY$6,342,629,407EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$420,259,685BOYAmt
EOY$156,297,022EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$3,260,565BOYAmt
EOY$3,143,764EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$98,019,356BOYAmt
EOY$45,733,076EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$811,415,249BOYAmt
EOY$223,754,711EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$1,610,422BOYAmt
EOY$1,957,958EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$423,453,938BOYAmt
EOY$84,530,422EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$535,089,630BOYAmt
EOY$430,341,701EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$2,293,108,845BOYAmt
EOY$945,758,654EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$3,270,600,596BOYAmt
EOY$2,889,169,250EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,461,162,045BOYAmt
EOY$1,224,133,704EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,235,191,001BOYAmt
EOY$1,283,567,799EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$5,966,953,642BOYAmt
EOY$5,396,870,753EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$8,260,062,487BOYAmt
EOY$6,342,629,407EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$135,484,368ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$236,100,053NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$198,498,468OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

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

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
SchoolYes (X)SchoolInd

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$476,594,262CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$484,681,246CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$494,500,126CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$469,664,344CurrentTaxYearMinus1YearAmt
Current Tax Year$488,603,616CurrentTaxYearAmt
Total$2,414,043,594TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$476,594,262CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$484,681,246CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$494,500,126CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$469,664,344CurrentTaxYearMinus1YearAmt
Current Tax Year$488,603,616CurrentTaxYearAmt
Total$2,414,043,594TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$2,414,043,594PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$65,659,926CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$196,756,446CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$138,255,832CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$19,467,670CurrentTaxYearMinus1YearAmt
Current Tax Year$49,440,058CurrentTaxYearAmt
Total$469,579,932TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$26,648,887CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$36,202,593CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$4,535,825CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$30,824,998CurrentTaxYearMinus1YearAmt
Current Tax Year$404,224CurrentTaxYearAmt
Total$98,616,527TotalAmt
FieldValueIRS element (for citing)
Total Support$2,982,240,053TotalSupportAmt
Gross Receipts Rltd Activities$17,061,856,018GrossReceiptsRltdActivitiesAmt
Public Support CY1700.80950PublicSupportCY170Pct
Public Support PY1700.78650PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part II, Section B, Line 10The total amounts reported on Line 10 columns (a) through (e) include gross fundraising revenue and other miscellaneous operating revenue.
Schedule A, Part II: GeneralIn addition to the amounts reported on Core Form Part VIII, Schedule A also includes all relevant VUMC pre-Transaction amounts. For additional information, see the Core Form Part III, Line 3 disclosure in Schedule O.

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

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

Schedule C IRS990ScheduleC

Total Direct Lobbying TotalDirectLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$458,726FilingOrganizationsTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$458,726FilingOrganizationsTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$4,207,025,303FilingOrganizationsTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$4,207,484,029FilingOrganizationsTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

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

Grassroots Nontaxable GrassrootsNontaxableGrp

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

Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp

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

Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp

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

Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp

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

Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus3$382,544CurrentYearMinus3Amt
Current Year Minus2$388,622CurrentYearMinus2Amt
Current Year Minus1$357,019CurrentYearMinus1Amt
Current Year$458,726CurrentYearAmt
Total$1,586,911TotalAmt

Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp

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

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule C, Part II-A, Line 1b and 1dFormAndLineReferenceDesc
ExplanationIn addition to the amounts reported on Core Form Part IX, Schedule C also includes all relevant VUMC pre-Transaction amounts. For additional information, see Core Form Part III, Line 3 disclosure in Schedule O.ExplanationTxt

Schedule D IRS990ScheduleD

Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp

FieldValueIRS element (for citing)
Revenues Included$15,000RevenuesIncludedAmt
Assets Included$5,117,522AssetsIncludedAmt
FieldValueIRS element (for citing)
Collection Used Pub ExhibitionYes (X)CollectionUsedPubExhibitionInd
Coll Used Scholarly RsrchYes (X)CollUsedScholarlyRsrchInd
Collection Used PreservationYes (X)CollectionUsedPreservationInd
Coll Used Loan Or Exch ProgYes (X)CollUsedLoanOrExchProgInd

Collection Used Other Purposes CollectionUsedOtherPurposesGrp

FieldValueIRS element (for citing)
Collection Used Other PurposesYes (X)CollectionUsedOtherPurposesInd
Other PurposesEducationOtherPurposesDesc
FieldValueIRS element (for citing)
Solicited Assets SaleYes (1)SolicitedAssetsSaleInd
Agent Trustee Etc0AgentTrusteeEtcInd
Incl Escrow Custodial Acct LiabYes (1)InclEscrowCustodialAcctLiabInd
Explanation ProvidedYes (X)ExplanationProvidedInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$4,093,386,484BeginningYearBalanceAmt
Contributions$154,345,834ContributionsAmt
Investment Earnings Or Losses-$172,420,504InvestmentEarningsOrLossesAmt
Grants Or Scholarships$103,887,979GrantsOrScholarshipsAmt
Other Expenditures$162,527,753OtherExpendituresAmt
Administrative Expenses$13,311,681AdministrativeExpensesAmt
End Year Balance$3,795,584,401EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$4,046,250,379BeginningYearBalanceAmt
Contributions$75,832,665ContributionsAmt
Investment Earnings Or Losses$148,787,412InvestmentEarningsOrLossesAmt
Grants Or Scholarships$75,365,887GrantsOrScholarshipsAmt
Other Expenditures$89,465,646OtherExpendituresAmt
Administrative Expenses$12,652,439AdministrativeExpensesAmt
End Year Balance$4,093,386,484EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$3,360,035,514BeginningYearBalanceAmt
Contributions$116,470,228ContributionsAmt
Investment Earnings Or Losses$319,370,422InvestmentEarningsOrLossesAmt
Grants Or Scholarships$60,864,586GrantsOrScholarshipsAmt
Other Expenditures$89,692,275OtherExpendituresAmt
Administrative Expenses$9,976,265AdministrativeExpensesAmt
End Year Balance$3,635,343,038EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$3,375,152,628BeginningYearBalanceAmt
Contributions$88,007,709ContributionsAmt
Investment Earnings Or Losses$52,851,982InvestmentEarningsOrLossesAmt
Grants Or Scholarships$58,847,982GrantsOrScholarshipsAmt
Other Expenditures$89,046,970OtherExpendituresAmt
Administrative Expenses$8,081,853AdministrativeExpensesAmt
End Year Balance$3,360,035,514EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.39160BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.31050PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.29790TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$67,173,560OtherCostOrOtherBasisAmt
Book Value$67,173,560BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,321,937,325OtherCostOrOtherBasisAmt
Depreciation$700,442,561DepreciationAmt
Book Value$621,494,764BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$14,892,214OtherCostOrOtherBasisAmt
Depreciation$2,258,523DepreciationAmt
Book Value$12,633,691BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$327,415,162OtherCostOrOtherBasisAmt
Depreciation$243,983,029DepreciationAmt
Book Value$83,432,133BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$141,825,317OtherCostOrOtherBasisAmt
Book Value$141,825,317BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$926,559,465TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (5 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
Limited Partnerships$1,462,912,131F
Int in Trusts Held by Others$26,600,568F
Other Investments & Securities$191,581,022F
Closely-held Equity Interests$2,368,221C
Allocable to Minority Int$83,056,086F
FieldValueIRS element (for citing)
Total Book Value Securities$1,766,518,028TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (6 entries)

DescDescAmtAmt
Actuarial Liab-Self Insurance$9,002,269
Gov Adv for Student Loans$23,421,439
Actuarial liab-Annuities Payable$30,813,953
FV of Int Rate Exchg Agreement$115,168,875
State Taxes Payable$80,246
FV of Securities Sold Short$251,854,919
FieldValueIRS element (for citing)
Total Liability$430,341,701TotalLiabilityAmt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part III, Line 4:- Description of Collections: Vanderbilt University maintains various collections of art, historical treasures, and other similar assets in departments across the University. Such collections include, but are not limited to, historical drawings; historical scientific instruments; historical furniture; paintings; photography; book collections; and other similar items and artifacts. All such collections further Vanderbilt's exempt purpose by providing historical materials for students and researchers, and by providing cultural, historical, and educational opportunities to Vanderbilt University students and the community at large through exhibits, displays, and loan or exchange programs. Part III, line 5: - Solicitation of Art, etc.: Vanderbilt University solicited works of art to be sold at fundraising events in silent auctions. The fair market value of these items can range in value, and in FY16 the fair market value of these items did not meet the thresholds required for Form 8282 to be filed.
Part IV, Line 2b:- Agency funds: Agency funds are held by Vanderbilt University, which serves as a custodian or fiscal agent for student groups and other university related organizations.
Part V, Line 4:- Endowment funds: Vanderbilt University's endowment funds, as related to Part V, are intended to be used for scholarships, fellowships, endowed academic chair support, and capital and operational support.

Schedule E IRS990ScheduleE

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

Supplemental Information Detail SupplementalInformationDetail (3 entries)

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

Schedule F IRS990ScheduleF

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

Account Activities Outside US AccountActivitiesOutsideUSGrp (39 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
Central America and the Caribbean00FundraisingN/A$5,330
East Asia and the Pacific00FundraisingN/A$67,566
Europe (Including Iceland and Greenland)00FundraisingN/A$8,049
North America00FundraisingN/A$476
Russia and Neighboring States00FundraisingN/A$356
South America00FundraisingN/A$32
Sub-Saharan Africa00FundraisingN/A$646
Central America and the Caribbean03GrantmakingN/A$281,965
East Asia and the Pacific08GrantmakingN/A$402,027
Europe (Including Iceland and Greenland)09GrantmakingN/A$695,127
North America06GrantmakingN/A$502,207
South America08GrantmakingN/A$1,888,356
South Asia01GrantmakingN/A$7,501
Sub-Saharan Africa031GrantmakingN/A$14,311,084
Central America and the Caribbean00InvestmentsN/A$525,603,403
East Asia and the Pacific00InvestmentsN/A$119,147,277
Europe (Including Iceland and Greenland)00InvestmentsN/A$165,759,194
Middle East and North Africa00InvestmentsN/A$78
North America00InvestmentsN/A$21,157,130
South America00InvestmentsN/A$1,757,850
Sub-Saharan Africa00InvestmentsN/A$29,137,620
Central America/Caribbean143Program ServicesEducation, Health-Care, Research$492,906
East Asia and the Pacific11Program ServicesEducation, Health-Care, Research$994,350
Europe59Program ServicesEducation, Health-Care, Research$2,077,328
Middle East and North Africa00Program ServicesEducation, Health-Care, Research$802,778
North America02Program ServicesEducation, Health-Care, Research$241,011
Russia and Neighboring States01Program ServicesEducation, Health-Care, Research$36,590
South America017Program ServicesEducation, Health-Care, Research$413,819
South Asia025Program ServicesEducation, Health-Care, Research$189,332
Sub-Saharan Africa3714Program ServicesEducation, Health-Care, Research$13,903,471
Central America/Caribbean00Send Agents to SeminarN/A$22,723
East Asia and the Pacific00Send Agents to SeminarN/A$258,284
Europe00Send Agents to SeminarN/A$786,355
Middle East and North Africa00Send Agents to SeminarN/A$48,344
North America00Send Agents to SeminarN/A$212,807
Russia and Neighboring States00Send Agents to SeminarN/A$18,665
South America00Send Agents to SeminarN/A$56,137
South Asia00Send Agents to SeminarN/A$56,314
Sub-Saharan Africa00Send Agents to SeminarN/A$38,533
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees3SubtotalEmployeesCnt
Continutation Total Office10ContinutationTotalOfficeCnt
Continutation Total Employee875ContinutationTotalEmployeeCnt
Total Office10TotalOfficeCnt
Total Employee878TotalEmployeeCnt
Subtotal Spent$364,420SubtotalSpentAmt
Continuation Spent$901,018,601ContinuationSpentAmt
Total Spent$901,383,021TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp (66 entries)

RegionRegionTxtPurpose Of GrantPurposeOfGrantTxtCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxtDescription Of Non Cash AsstDescriptionOfNonCashAsstTxtValuation Method UsedValuationMethodUsedDesc
Central America and the CaribbeanSubcontracts-Research$179,895WireN/AN/A
Central America and the CaribbeanSubcontracts-Research$25,171WireN/AN/A
East Asia and the PacificSubcontracts-Research$18,037WireN/AN/A
East Asia and the PacificSubcontracts-Research$51,136WireN/AN/A
East Asia and the PacificSubcontracts-Research$65,112WireN/AN/A
East Asia and the PacificSubcontracts-Instruction$10,411WireN/AN/A
Europe (Including Iceland and Greenland)Subcontracts-Research$62,084WireN/AN/A
Europe (Including Iceland and Greenland)Subcontracts-Research$287,556WireN/AN/A
Europe (Including Iceland and Greenland)Subcontracts-Research$74,535WireN/AN/A
Europe (Including Iceland and Greenland)Subcontracts-Research$97,657WireN/AN/A
North AmericaSubcontracts-Research$160,835CheckN/AN/A
North AmericaSubcontracts-Research$32,659CheckN/AN/A
South AmericaSubcontracts-Research$7,578WireN/AN/A
South AmericaSubcontracts-Research$117,738WireN/AN/A
Sub-Saharan AfricaSubcontracts-Instruction$16,571WireN/AN/A
Central America and the CaribbeanSubcontracts-Research$76,899WireN/AN/A
East Asia and the PacificSubcontracts-Research$121,118WireN/AN/A
East Asia and the PacificSubcontracts-Research$33,480WireN/AN/A
East Asia and the PacificSubcontracts-Research$52,088WireN/AN/A
East Asia and the PacificSubcontracts-Research$50,645WireN/AN/A
Europe (Including Iceland and Greenland)Subcontracts-Research$89,897CheckN/AN/A
Europe (Including Iceland and Greenland)Subcontracts-Research$14,700WireN/AN/A
Europe (Including Iceland and Greenland)Subcontracts-Research$6,710WireN/AN/A
Europe (Including Iceland and Greenland)Subcontracts-Research$27,840CheckN/AN/A
Europe (Including Iceland and Greenland)Subcontracts-Research$34,148WireN/AN/A
North AmericaSubcontracts-Research$54,841WireN/AN/A
North AmericaSubcontracts-Research$154,561WireN/AN/A
North AmericaSubcontracts-Research$71,428WireN/AN/A
North AmericaSubcontracts-Research$27,883CheckN/AN/A
South AmericaSubcontracts-Research$356,379WireN/AN/A
South AmericaSubcontracts-Research$229,500WireN/AN/A
South AmericaSubcontracts-Research$814,512WireN/AN/A
South AmericaSubcontracts-Research$20,098WireN/AN/A
South AmericaSubcontracts-Research$273,956WireN/AN/A
South AmericaSubcontracts-Research$68,596WireN/AN/A
South AsiaSubcontracts-Research$7,501WireN/AN/A
Sub-Saharan AfricaSubcontracts-General$30,606WireN/AN/A
Sub-Saharan AfricaSubcontracts-General$58,704WireN/AN/A
Sub-Saharan AfricaSubcontracts-Research$107,592WireN/AN/A
Sub-Saharan AfricaSubcontracts-General$16,980WireN/AN/A
Sub-Saharan AfricaSubcontracts-General$13,648WireN/AN/A
Sub-Saharan AfricaSubcontracts-General$56,847WireN/AN/A
Sub-Saharan AfricaSubcontracts-General$16,818WireN/AN/A
Sub-Saharan AfricaSubcontracts-General$11,878WireN/AN/A
Sub-Saharan AfricaSubcontracts-General$53,174WireN/AN/A
Sub-Saharan AfricaSubcontracts-General$122,984WireN/AN/A
Sub-Saharan AfricaSubcontracts-General$10,520WireN/AN/A
Sub-Saharan AfricaSubcontracts-General$6,744WireN/AN/A
Sub-Saharan AfricaSubcontracts-General$18,303WireN/AN/A
Sub-Saharan AfricaSubcontracts-Instruction$69,875WireN/AN/A
Sub-Saharan AfricaSubcontracts-Research and Patient Care$13,192,778WireN/AN/A
Sub-Saharan AfricaSubcontracts-General$103,754WireN/AN/A
Sub-Saharan AfricaSubcontracts-General$38,347WireN/AN/A
Sub-Saharan AfricaSubcontracts-General$26,814WireN/AN/A
Sub-Saharan AfricaSubcontracts-General$25,586WireN/AN/A
Sub-Saharan AfricaSubcontracts-General$13,831WireN/AN/A
Sub-Saharan AfricaSubcontracts-General$89,658WireN/AN/A
Sub-Saharan AfricaSubcontracts-Research$5,294WireN/AN/A
Sub-Saharan AfricaSubcontracts-General$21,082WireN/AN/A
Sub-Saharan AfricaSubcontracts-Research$70,449WireN/AN/A
Sub-Saharan AfricaSubcontracts-General$40,472WireN/AN/A
Sub-Saharan AfricaSubcontracts-General$15,051WireN/AN/A
Sub-Saharan AfricaSubcontracts-General$13,963WireN/AN/A
Sub-Saharan AfricaSubcontracts-Research$7,374WireN/AN/A
Sub-Saharan AfricaSubcontracts-Instruction$10,000WireN/AN/A
Sub-Saharan AfricaSubcontracts-Instruction$25,386WireN/AN/A
FieldValueIRS element (for citing)
Total501c3 Org36Total501c3OrgCnt
Total Other Org30TotalOtherOrgCnt
Transfer To Foreign CorpYes (1)TransferToForeignCorpInd
Interest In Foreign Trust0InterestInForeignTrustInd
Foreign Corp OwnershipYes (1)ForeignCorpOwnershipInd
Passive Foreign Investmest CoYes (1)PassiveForeignInvestmestCoInd
Foreign PartnershipYes (1)ForeignPartnershipInd
Boycott CountriesYes (1)BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part I, Line 2-Monitoring Use of Grant Funds: Vanderbilt University maintains a formal policy defining its procedures for monitoring the use of sponsored funds by subrecipients located outside the United States who are performing a portion of a sponsored project externally awarded to Vanderbilt. The policy provides guidance to ensure that subrecipients conduct their portions of the sponsored projects in compliance with laws, regulations, and terms and conditions of awards, and subawards and that reimbursed costs incurred by subrecipients are allowed. The policy addresses the roles and responsibilities of the central offices and academic departments of the university and describes the monitoring procedures for each area. The full text of Vanderbilt's Subrecipient Monitoring Guidelines is available online at the following web address: http://www.vanderbilt.edu/ocga/docs/vupolicies/subrecipient/ VU_Subrecipient_Monitoring_Guidelines_Effective_Dec_26_2014.pdf
Part I, Line 3 and Part II, Line 1-Accounting Method for Reporting Expenses: Expenses reported in Schedule F, Part I, Line 3 and Part II, Line 1 are derived from Vanderbilt's books and records, which are maintained on an accrual basis.
Part I and Part III, GeneralIn addition to the amounts reported on Core Form Part IX, Schedule F also includes all relevant VUMC pre-Transaction amounts. For more information, see the Core Form Part III, Line 3 disclosure in Schedule O.

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Mail SolicitationsYes (X)MailSolicitationsInd
Email SolicitationsYes (X)EmailSolicitationsInd
Phone SolicitationsYes (X)PhoneSolicitationsInd
In Person SolicitationsYes (X)InPersonSolicitationsInd
Solicitation Of Non Govt GrantsYes (X)SolicitationOfNonGovtGrantsInd
Solicitation Of Govt GrantsYes (X)SolicitationOfGovtGrantsInd
Special Fundraising EventsYes (X)SpecialFundraisingEventsInd
Agrmt Prof Fundraising ActyYes (1)AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdActivityActivityTxtFundraiser Control Of FundsFundraiserControlOfFundsIndGross ReceiptsGrossReceiptsAmtRetained By ContractorRetainedByContractorAmtNet To OrganizationNetToOrganizationAmt
RuffaloCody LLC
65 Kirkwood North Road SWCedar RapidsIA52404Call Center0$1,198,100$502,810$695,290
Grenzebach Glier and Associates
401 N Michigan Avenue Suite 2800ChicagoIL60611Consultant0$0$255,143$0
Archer Malmo
65 Union Avenue Suite 500MemphisTN38103Consultant0$0$87,500$0
FieldValueIRS element (for citing)
Total Gross Receipts$1,198,100TotalGrossReceiptsAmt
Total Retained By Contractors$845,453TotalRetainedByContractorsAmt
Total Net To Organization$695,290TotalNetToOrganizationAmt

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1Rascal Flatts BTMEvent1Nm
Gross Receipts Event1$360,576GrossReceiptsEvent1Amt
Charitable Contri Event1$309,126CharitableContriEvent1Amt
Gross Revenue Event1$51,450GrossRevenueEvent1Amt
Rent Facility Costs Event1$41,700RentFacilityCostsEvent1Amt
Food And Beverage Event1$19,380FoodAndBeverageEvent1Amt
Entertainment Event1$8,698EntertainmentEvent1Amt
Other Direct Expenses Event1$1,509OtherDirectExpensesEvent1Amt
Event2Dance MarathonEvent2Nm
Gross Receipts Event2$264,055GrossReceiptsEvent2Amt
Charitable Contri Event2$204,391CharitableContriEvent2Amt
Gross Revenue Event2$59,664GrossRevenueEvent2Amt
Rent Facility Costs Event2$750RentFacilityCostsEvent2Amt
Entertainment Event2$1,721EntertainmentEvent2Amt
Other Direct Expenses Event2$32,030OtherDirectExpensesEvent2Amt
Other Events Total11OtherEventsTotalCnt
Gross Receipts Other Events$724,016GrossReceiptsOtherEventsAmt
Charitable Contri Other Events$430,907CharitableContriOtherEventsAmt
Gross Revenue Other Events$293,109GrossRevenueOtherEventsAmt
Non Cash Prizes Other Events$55,271NonCashPrizesOtherEventsAmt
Rent Fclty Costs Other Events$6,500RentFcltyCostsOtherEventsAmt
Food And Beverage Other Events$53,569FoodAndBeverageOtherEventsAmt
Entertainment Other Events$33,173EntertainmentOtherEventsAmt
Oth Direct Expnss Other Events$75,692OthDirectExpnssOtherEventsAmt
Gross Receipts Total$1,348,647GrossReceiptsTotalAmt
Charitable Contributions Tot$944,424CharitableContributionsTotAmt
Gross Revenue Total Events$404,223GrossRevenueTotalEventsAmt
Non Cash Prizes Total Events$55,271NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events$48,950RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$72,949FoodAndBeverageTotalEventsAmt
Entertainment Total Events$43,592EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$109,231OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$329,993DirectExpenseSummaryEventsAmt
Net Income Summary$74,230NetIncomeSummaryAmt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule G, Part I, Line 2b, Column (v)- RuffaloCody: The total amount paid to RuffaloCody for Fiscal Year 2015 was $513,655 which includes professional fundraising fees of $502,810 and fundraising expenses of $10,845. The contract between Vanderbilt University and RuffaloCody calls for the reimbursement of fundraising expenses incurred by RuffaloCody, such as printing and postage, which are invoiced separately from telemarketing services fees. Schedule G, Part I, Line 2b, Column (v): - Grenzebach Glier and Associates: The total amount paid to Grenzebach Glier and Associates for Fiscal Year 2016 was $308,982, which includes professional fundraising fees of $255,143 and expenses of $53,839. The contract between Vanderbilt University and Grenzebach Glier and Associates calls for the reimbursement of travel related fundraising expenses incurred by Grenzebach Glier and Associates, such as airfare and hotel, which are invoiced as incurred. Grenzebach Glier and Associates provide consulting services for Vanderbilt University's overall fundraising program. They do not raise funds for Vanderbilt or help raise funds for a specific purpose. Schedule G, Part I, Line 2b, Column (v): - Archer Malmo: The total amount paid to Archer Malmo for Fiscal Year 2016 was $93,411, which includes professional fundraising fees of $87,500 and expenses of $5,911. The contract between Vanderbilt University and Archer Malmo calls for the reimbursement of fundraising expenses incurred by Archer Malmo, such as printing and postage, which are invoiced separate from professional fundraising fees.
Schedule G, Part II, GeneralIn addition to the amounts reported on Core Form Part VIII and IX, Schedule G includes all relevant pre-Transaction VUMC amounts. For additional information, see the Core Form Part III, Line 3 disclosure in Schedule O.

Schedule H IRS990ScheduleH

FieldValueIRS element (for citing)
Financial Assistance PolicyYes (1)FinancialAssistancePolicyInd
Written PolicyYes (1)WrittenPolicyInd
Most Hospitals PolicyYes (X)MostHospitalsPolicyInd
FPG Reference Free CareYes (1)FPGReferenceFreeCareInd
Percent200Yes (X)Percent200Ind
FPG Reference Discounted CareYes (1)FPGReferenceDiscountedCareInd
Percent250Yes (X)Percent250Ind
Free Care Medically IndigentYes (1)FreeCareMedicallyIndigentInd
Financial Assistance BudgetYes (1)FinancialAssistanceBudgetInd
Expenses Exceed Budget0ExpensesExceedBudgetInd
Annual Community Bnft ReportYes (1)AnnualCommunityBnftReportInd
Report Publically AvailableYes (1)ReportPublicallyAvailableInd

Financial Assistance At Cost Typ FinancialAssistanceAtCostTyp

FieldValueIRS element (for citing)
Total Community Benefit Expns$73,324,651TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$73,324,651NetCommunityBenefitExpnsAmt
Total Expense0.01730TotalExpensePct

Unreimbursed Medicaid UnreimbursedMedicaidGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$391,905,768TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$305,573,428DirectOffsettingRevenueAmt
Net Community Benefit Expns$86,332,340NetCommunityBenefitExpnsAmt
Total Expense0.02040TotalExpensePct

Total Financial Assistance Typ TotalFinancialAssistanceTyp

FieldValueIRS element (for citing)
Total Community Benefit Expns$465,230,419TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$305,573,428DirectOffsettingRevenueAmt
Net Community Benefit Expns$159,656,991NetCommunityBenefitExpnsAmt
Total Expense0.03770TotalExpensePct

Community Health Services CommunityHealthServicesGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$6,361,524TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$1,170,736DirectOffsettingRevenueAmt
Net Community Benefit Expns$5,190,788NetCommunityBenefitExpnsAmt
Total Expense0.00120TotalExpensePct

Health Professions Education HealthProfessionsEducationGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$116,826,161TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$28,017,174DirectOffsettingRevenueAmt
Net Community Benefit Expns$88,808,987NetCommunityBenefitExpnsAmt
Total Expense0.02090TotalExpensePct

Research ResearchGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$421,303,936TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$304,605,827DirectOffsettingRevenueAmt
Net Community Benefit Expns$116,698,109NetCommunityBenefitExpnsAmt
Total Expense0.02750TotalExpensePct

Total Other Benefits TotalOtherBenefitsGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$544,491,621TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$333,793,737DirectOffsettingRevenueAmt
Net Community Benefit Expns$210,697,884NetCommunityBenefitExpnsAmt
Total Expense0.04960TotalExpensePct

Total Community Benefits TotalCommunityBenefitsGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$1,009,722,040TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$639,367,165DirectOffsettingRevenueAmt
Net Community Benefit Expns$370,354,875NetCommunityBenefitExpnsAmt
Total Expense0.08730TotalExpensePct
FieldValueIRS element (for citing)
Bad Debt Expense ReportedYes (1)BadDebtExpenseReportedInd
Bad Debt Expense$17,131,048BadDebtExpenseAmt
Bad Debt Expense Attributable$388,489BadDebtExpenseAttributableAmt
Reimbursed By Medicare$310,031,318ReimbursedByMedicareAmt
Cost Of Care Reimbursed By Medcr$389,231,669CostOfCareReimbursedByMedcrAmt
Medicare Surplus Or Shortfall-$79,200,351MedicareSurplusOrShortfallAmt

Costing Methodology Used CostingMethodologyUsedGrp

FieldValueIRS element (for citing)
Cost To Charge RatioYes (X)CostToChargeRatioInd
FieldValueIRS element (for citing)
Written Debt Collection PolicyYes (1)WrittenDebtCollectionPolicyInd
Financial Assistance PrvsnYes (1)FinancialAssistancePrvsnInd

Management Co And Jnt Ventures ManagementCoAndJntVenturesGrp (7 entries)

Primary ActivitiesPrimaryActivitiesTxtOrg Profit Or OwnershipOrgProfitOrOwnershipPctOfcr Etc Profit Or OwnershipOfcrEtcProfitOrOwnershipPctPhysicians Profit Or OwnershipPhysiciansProfitOrOwnershipPct
1 Ambulatory Surgery Center of Cool Springs LLC
Ambulatory Surgery Center0.510200.000000.13260
2 Vanderbilt Imaging Services LLC
Radiology Services0.666700.000000.33330
3 New Light Imaging LLC
Outpatient Diagnostic Imaging0.666700.000000.33330
4 One Hundred Oaks Imaging LLC
Outpatient Diagnostic Imaging0.800000.000000.20000
5 Williamson Imaging LLC
Outpatient Diagnostic Imaging0.533400.000000.26660
6 VIP Midsouth LLC
Pediatric Clinics0.451800.000000.54820
7 Springfield VIP Realty LLC
Own Real Estate Used as Medical Facility0.490000.000000.51000
FieldValueIRS element (for citing)
Hospital Facilities2HospitalFacilitiesCnt

Hospital Facilities HospitalFacilitiesGrp (2 entries)

FacilityFacilityNumAddress Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdWebsite AddressWebsiteAddressTxtState LicenseStateLicenseNumLicensed HospitalLicensedHospitalIndGeneral Medical And SurgicalGeneralMedicalAndSurgicalIndChildrens HospitalChildrensHospitalIndTeaching HospitalTeachingHospitalIndResearch FacilityResearchFacilityIndEmergency Room24 HrsEmergencyRoom24HrsInd
Vanderbilt University Hospitals
11211 22nd Avenue SouthNashvilleTN37212www.vanderbilthealth.com0000000027Yes (X)Yes (X)Yes (X)Yes (X)Yes (X)Yes (X)
Vanderbilt Stallworth Rehab Hospital
22201 Childrens WayNashvilleTN37212www.vanderbiltstallworthrehab.com0000000141Yes (X)

Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp (2 entries)

FacilityFacilityNumFirst Licensed CY Or PYFirstLicensedCYOrPYIndTax Exempt Hospital CY Or PYTaxExemptHospitalCYOrPYIndCHNA ConductedCHNAConductedIndOrganization Incur Excise TaxOrganizationIncurExciseTaxIndElig Criteria ExplainedEligCriteriaExplainedIndFPG Family Incm Lmt Free DscntFPGFamilyIncmLmtFreeDscntIndFPG Family Incm Lmt Free CareFPGFamilyIncmLmtFreeCarePctFPG Family Incm Lmt Dscnt CareFPGFamilyIncmLmtDscntCarePctMedical Indigency CriteriaMedicalIndigencyCriteriaIndInsurance Status CriteriaInsuranceStatusCriteriaIndUnderinsurance Stat CriteriaUnderinsuranceStatCriteriaIndExplained BasisExplainedBasisIndApp Financial Asst ExplnAppFinancialAsstExplnIndDescribed InfoDescribedInfoIndDescribed Suprt DocDescribedSuprtDocIndProvided Hospital ContactProvidedHospitalContactIndIncludes Publicity MeasuresIncludesPublicityMeasuresIndFAP Available On WebsiteFAPAvailableOnWebsiteIndFAP Available On Website URLFAPAvailableOnWebsiteURLTxtFAP App Available On WebsiteFAPAppAvailableOnWebsiteIndFAP App Available On Website URLFAPAppAvailableOnWebsiteURLTxtFAP Summary On WebsiteFAPSummaryOnWebsiteIndFAP Summary On Website URLFAPSummaryOnWebsiteURLTxtFAP Avlbl On Request No ChargeFAPAvlblOnRequestNoChargeIndFAP App Avlbl On Request No ChrgFAPAppAvlblOnRequestNoChrgIndFAP Sum Avlbl On Request No ChrgFAPSumAvlblOnRequestNoChrgIndFAP Notice DisplayedFAPNoticeDisplayedIndCommuntity Notified FAPCommuntityNotifiedFAPIndOther PublicityOtherPublicityIndFAP Actions On NonpaymentFAPActionsOnNonpaymentIndPermit No ActionsPermitNoActionsIndCollection ActivitiesCollectionActivitiesIndFAP Notified Before DischargeFAPNotifiedBeforeDischargeIndFAP Notified All PatientsFAPNotifiedAllPatientsIndDocumented Elig DeterminationDocumentedEligDeterminationIndNondis Emergency Care PolicyNondisEmergencyCarePolicyIndOther Method UsedOtherMethodUsedIndAmounts Generally BilledAmountsGenerallyBilledIndGross ChargesGrossChargesIndFAP Notified Upon AdmissionFAPNotifiedUponAdmissionInd
Vanderbilt University Hospitals
10000Yes (1)Yes (X)200.000000000000250.000000000000Yes (X)Yes (X)Yes (X)Yes (1)Yes (1)Yes (X)Yes (X)Yes (X)Yes (1)Yes (X)http://www.vanderbilthealth.com/financialassistance/46618Yes (X)http://www.vanderbilthealth.com/financialassistance/46619Yes (X)http://www.vanderbilthealth.com/financialassistance/46618Yes (X)Yes (X)Yes (X)Yes (X)Yes (X)Yes (X)Yes (1)Yes (X)0Yes (X)Yes (X)Yes (X)Yes (1)Yes (X)00
Vanderbilt Stallworth Rehab Hospital
20000Yes (1)Yes (X)200.000000000000400.000000000000Yes (X)Yes (X)Yes (1)Yes (1)Yes (X)Yes (X)Yes (X)Yes (1)Yes (X)Yes (X)Yes (X)Yes (X)Yes (X)Yes (1)Yes (X)0Yes (X)Yes (X)Yes (1)Yes (X)00Yes (X)

Supplemental Information SupplementalInformationGrp (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Vanderbilt University HospitalsPart V, Section B, Line 16i: Facility 1: Patients are notified of potential assistance under Federal, State or local government programs or under the organization's charity care policy via signage posted in the patient care registration points including hospitals, emergency departments, and hospital based clinics; brochures available at registration points; and language included on all statements mailed to patients advising them we have a financial assistance program if they need help paying their medical bills. Pre-Admitting, Registration, or Billing personnel may refer uninsured or low income patients to financial counseling personnel to discuss qualifications for free or discounted care.
Vanderbilt Stallworth Rehab. HospitalPart V, Section B, Line 16i: Facility 2: Patients are notified of potential assistance under Federal, State or local government programs or under Stallworth's charity care policy via signage in the main elevator to the patient care units. In addition, pre-admitting, registration, or billing personnel may refer uninsured or low income patients to financial personnel to discuss qualifications for free or discounted care.
Vanderbilt University HospitalsPart V, Section B, Line 22d: Charges to Individuals Eligible for Assistance Under the FAP: Facility 1:Vanderbilt calculated amounts generally billed (AGB) percentage of 64% using the lookback method. Individuals without insurance are extended a 64% discount off gross charges as required by Tennessee Code Annotated 68-11-262 - Limit of Amount of Charges for Services to an Uninsured Patient. In addition, based on income level, a discount is offered to individuals who meet eligibility criteria for financial assistance. Gross charges are reduced by 100%, 80% or 70% depending on the individual's income level as a percent of the federal poverty guidelines.
Vanderbilt Stallworth Rehab. HospitalPart V, Section B, Line 22d: Charges to Individuals Eligible for Assistance Under the FAP: Facility 2:Individuals without insurance are extended a 40% discount off gross charges which extends the discount required by Tennessee Code Annotated 68-11-262 - Limit of Amount of Charges for Services to an Uninsured Patient. In addition, based on income level, a discount is offered to individuals who meet eligibility criteria for financial assistance. Gross charges are reduced by 100%, 75% or 50% depending on the individual's income level.
Form 990, Schedule H, Part V, Line 3, Facility 1:Community Health Needs Assessment:On April 30, 2016, the assets and operations of Vanderbilt University Hospitals (State license 0000000027), previously operated as a unit of Vanderbilt University, were acquired by Vanderbilt University Medical Center (EIN: 35-2528741), a separate not-for-profit corporation. Because Vanderbilt University transferred ownership of the hospital facility before the end of its fiscal year, Vanderbilt University is not required to meet the requirements of IRC 501(r)(3) with respect to Vanderbilt University Hospitals for fiscal year ended June 30, 2016 (tax year 2015). Accordingly, a CHNA is not required for the current tax year for the Vanderbilt University Hospitals facility.
Form 990, Schedule H, Part V, Line 3, Facility 2:Community Health Needs Assessment:On April 30, 2016, 50% ownership of Vanderbilt Stallworth Rehabilitation Hospital (State license 0000000141) was acquired by Vanderbilt University Medical Center (EIN: 35-2528741), a separate not-for-profit corporation. Because Vanderbilt University transferred its ownership of the hospital facility before the end of its fiscal year, Vanderbilt University is not required to meet the requirements of IRC 501(r)(3) with respect to Vanderbilt Stallworth Rehabilitation Hospital for fiscal year ended June 30, 2016 (tax year 2015). Accordingly, a CHNA is not required for the current tax year for the Vanderbilt Stallworth Rehabilitation Hospital facility.
FieldValueIRS element (for citing)
Facility12FacilityNum

Oth Hlth Care Fclts Not Hospital OthHlthCareFcltsNotHospitalGrp

Oth Hlth Care Fclts OthHlthCareFcltsGrp (12 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdFacilityFacilityTxt
1 - Ambulatory Surgery Ctr of Cool Springs
2009 Mallory Lane Suite 100FranklinTN37067Ambulatory Surgery Treatment Center
2 - Vanderbilt-Maury Radiation Oncology
1003 Reserve BoulevardSpring HillTN37174Oncology Services
3 - One Hundred Oaks Imaging
719 Thompson LaneNashvilleTN37204Outpatient Diagnostic Center
4 - Vanderbilt Health & Williamson Medical C
134 Pewitt DriveBrentwoodTN37027Ambulatory Clinic
5 - Spring Hill Imaging Center
5421 Main StreetSpring HillTN37174Outpatient Diagnostic Center
6 - Cool Springs Imaging
2009 Mallory Lane Suite 150FranklinTN37067Outpatient Diagnostic Center
7 - Vanderbilt Health & Williamson Medical C
919 Murfreesboro PikeFranklinTN37064Ambulatory Clinic
8 - Vanderbilt Gateway Cancer Center
375 Alfred Thun RoadClarksvilleTN37040Oncology Services
9 - Vanderbilt Imaging Belle Meade
4525 Harding Road Suite 102NashvilleTN37232Outpatient Diagnostic Center
10 - Vanderbilt Imaging Services
1909 Acklen AvenueNashvilleTN37212Outpatient Diagnostic Center
11 - Vanderbilt Health & Williamson Medical C
1834 West McEwen Dr Suite BFranklinTN37067Ambulatory Clinic
12 - Vanderbilt Health & Williamson Medical C
3098 Campbell Station PkwySpring HillTN37174Ambulatory Clinic

Supplemental Information Detail SupplementalInformationDetail (12 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part I, Line 7:Costing Methodology - Charity Care:The costing methodology used to calculate Charity Care and certain other community benefit costs reported was based on an overall cost-to-charge ratio for all patient populations. The cost to charge ratio was calculated using IRS worksheet 2.
Form 990, Schedule H, Part I, Line 7(k), Column (f)Community Benefit Expense:In addition to the amounts reported in Part IX, the percentage of total expense is calculated using all relevant VUMC pre-Transaction amounts. For additional details, see the Core Form Part III, Line 3 disclosure in Schedule O.The total community benefit expense using Part I, Line 7, Column (c) (before direct offsetting revenue) as a percentage of total expenses is 23.81%.
Part III, Line 2:Costing Methodology - Bad Debt Expense: Lines 2 & 3:The costing methodology used to calculate bad debt expense reported in Part III, Lines 2 and 3 was based on an overall cost-to-charge ratio for all patient populations. Discounts and payments on accounts considered as bad debt offset the total bad debt expense recorded. Process to determine amount of bad debt attributable to individuals eligible for financial assistance - The accounts that have not been paid are first reviewed under a presumptive charity policy. For those accounts that do not meet presumptive eligibility criteria, it is estimated that 3% of the balances are attributable to individuals who would qualify for financial assistance. This estimate is based on experience of patient accounting management as well as a methodical review of outstanding patient accounts.
Part III, Line 4:Audited Financial Statements:Because Vanderbilt's medical center operations were held for sale and were reported as discontinued operations in Vanderbilt's audited financial statements, health care related bad debts are not disclosed as a separate footnote in Vanderbilt's audited financial statements. See Core Form, Part III, Line 3 disclosure in Schedule O for additional details.
Part III, Line 8:Costing Methodology - Medicare Allowable Costs:The methodology for determining Medicare allowable costs consisted of applying an overall hospital cost-to-charge ratio to gross Medicare charges from the hospital billing system. The resulting shortfall is entirely deemed as community benefit because the cost of providing related care consistently exceeds reimbursement from Medicare. The hospital accepts all Medicare patients with the knowledge that there may be shortfalls and operates to promote the health of the community. The organization believes the Medicare shortfall should be treated as a community benefit because Medicare does not fully compensate hospitals for the cost of providing hospital care to Medicare beneficiaries.In FY16, such shortfalls amounted to $79,200,351.
Part III, Line 9b:Collection Practices:Although Vanderbilt University's policies do not contain provisions on the collection practices to be followed for patients who are known to qualify for financial assistance, in practice, if a patient qualifies for a 100% charity care write off, the account is closed and no further collection efforts are made. If a patient qualifies for a partial charity care write off, the account is reduced for the applicable charity discount and normal collection efforts are made. The extraordinary collection actions that may be taken, after reasonable efforts are made to ensure a patient is not eligible for financial assistance on the remaining balance, include: - Attachment or seizure of a bank account or other personal property - Commencement of a civil action against an individual - Wage garnishment
Form 990, Schedule H, Part VI, Line 2:Needs Assessment:Vanderbilt continually assesses the healthcare needs of the communities it serves. The Vanderbilt Patient and Family Advisory Council is made up of community volunteers which partners with Vanderbilt's health care team and leadership to assess needs and evaluate services and programs. The Council serves as a vital link between the hospital and the community. Vanderbilt and Vanderbilt Stallworth Rehabilitation Hospital have also formed the Community Health Improvement Working Group, an internal committee of program managers which meets regularly and makes recommendations to the CHNA Advisory Committee. The CHNA Advisory Committee is made up of Vanderbilt and Vanderbilt Stallworth Rehabilitation Hospital senior leaders which meets to continually assess the needs of the community and drive improvements in care and processes for the communities they serve. Vanderbilt further assesses the health care needs of the communities it serves by playing an active role in groups such as the Healthy Nashville Leadership Council, Williamson County Health Council, and the Rutherford County Wellness Council. Vanderbilt carefully reviews the many health care needs assessments published by these local groups (Alignment Nashville, Saint Thomas Health, Nashville Area Chamber of Commerce, Metro Social Services, Healthy Nashville, and the TN Department of Health, among others) to help gauge the needs and resources within the community. In addition, Vanderbilt has developed partnerships with the state department of health to stay abreast of important community health care needs.
Form 990, Schedule H, Part VI, Line 3, Facility 1:Patient Education of Eligibility for Assistance:Patients are notified of potential assistance under Federal, State or local government programs or under the organization's charity care policy via signage posted in the patient care registration points including hospitals, emergency departments, and hospital based clinics; brochures available at registration points; and language included on all statements mailed to patients advising them of Vanderbilt's financial assistance program if they need help paying their medical bills. Pre-admitting, registration, or billing personnel may refer uninsured or low income patients to financial counseling personnel to discuss qualifications for free or discounted care.Form 990, Schedule H, Part VI, Line 3 Facility 2:Patient Education of Eligibility for Assistance:Patients are notified of potential assistance under Federal, State or local government programs or under Stallworth's charity care policy via signage in the main elevator to the patient care units. In addition, pre-admitting, registration, or billing personnel may refer uninsured or low income patients to financial personnel to discuss qualifications for free or discounted care.
Form 990, Schedule H, Part VI, Line 4, Facility 1:Community Information:The Vanderbilt University Hospitals, located in Nashville, Tennessee, serves primarily Tennessee, northern Alabama and southern Kentucky. Vanderbilt owns the Vanderbilt University Hospital, the Monroe Carell Jr. Children's Hospital at Vanderbilt, and Vanderbilt Psychiatric Hospital. These facilities operate under one hospital license as The Vanderbilt University Hospitals. Annually, Vanderbilt University Hospitals (excludes Vanderbilt Health Services, LLC and subsidiaries) have approximately 59,000 discharges. Annually, Vanderbilt University Hospitals also provides approximately 2.1 million outpatient visits, including 124,000 to the emergency departments of the three hospitals. Vanderbilt University Hospitals provide critical and often unique health care resources to the community and provide broad access to care. The majority of Vanderbilt's patients live in four Tennessee counties: Davidson, Williamson, Rutherford and Montgomery.
Form 990, Schedule H, Part VI, Line 4, Facility 2:Community Information:The Vanderbilt Stallworth Rehabilitation Hospital (Stallworth), located in Nashville, Tennessee, serves middle Tennessee, southern Kentucky and the northern parts of Mississippi, Alabama and Georgia. This 80-bed hospital is a joint venture between Vanderbilt University and HealthSouth and offers comprehensive acute rehabilitation services. Annually, Stallworth has approximately 1,500 discharges. The majority of Stallworth's patients live in four Tennessee counties Davidson, Montgomery, Rutherford and Williamson.
Form 990, Schedule H, Part VI, Line 5:Promotion of Community Health:For information on how Vanderbilt promotes the health of the community please see:"Vanderbilt University Medical Center Facts 2016-2017" as found at https://www.vanderbilthealth.com/main/39107"Vanderbilt in Tennessee: County by County" as found at http://www.vanderbilt.edu/cngr/map/"Vanderbilt University Vital Stats 2015" as found at http://www.vanderbilt.edu/vitalstats/2015/
Form 990, Schedule H, Part VI, Line 6:Affiliated Health Care System:Vanderbilt University owns the Vanderbilt University Hospital, the Monroe Carell Jr. Children's Hospital at Vanderbilt, and Vanderbilt Psychiatric Hospital. These facilities operate under one hospital license as The Vanderbilt University Hospitals. Vanderbilt also has ownership interest in several affiliated entities, which provide clinical services. Vanderbilt's hospitals, clinics, and affiliated entities provide the following healthcare services to the communities it serves: emergency care, inpatient hospital care, outpatient treatment, diagnostic testing, ancillary care, primary care services, and home health care. Vanderbilt provides a number of clinical services unique to its region including: a Level 1 Trauma Center, a Level 1 Pediatric Trauma Center, a comprehensive Regional Burn Center, a Level 4 Neonatal Intensive Care Unit, Tennessee's only comprehensive solid organ transplant center, the Vanderbilt-Eskind Diabetes Center, and the Vanderbilt-Ingram Cancer Center, the only National Cancer Institute-designated comprehensive cancer center in Tennessee to treat both adult and pediatric cancer patients. In addition, Vanderbilt's health care system includes the Vanderbilt Health Affiliated Network, an affiliated network of doctors, regional health systems and other health care providers that collaborate to provide coordinated and cost-effective health care services to the communities served. These are contractual affiliate relationships only with no ownership interest in the facilities or physician practices. Vanderbilt also collaborates with other hospital systems in the region, providing health care and/or research and academic support.For a list of all organizations related to Vanderbilt University and the primary activity of each, please refer to IRS Form 990, Schedule R.

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (261 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtValuation Method UsedValuationMethodUsedDescNon Cash AssistanceNonCashAssistanceDescPurpose Of GrantPurposeOfGrantTxtNon Cash AssistanceNonCashAssistanceAmtAddress Line2USAddress/AddressLine2Txt
ABT Associates Inc
4550 Montgomery Avenue Suite 800NBethesdaMD208145341042347643N/A$117,208Not applicableNot applicableResearch
Albert Einstein College of Medicine
1300 Morris Park AveBronxNY10461131624225501(c)(3)$117,031Not applicableNot applicableResearch
Allegheny Singer Research Inst
30 Isabella Street Suite 300PittsburghPA15212251320493501(c)(3)$72,109Not applicableNot applicableResearch
American Cancer Society
2000 Charlotte AvenueNashvilleTN37203131788491501(c)(3)$12,158Not applicableNot applicableContribution
American Heart Association
1101 Northchase Parkway Suite 1MariettaGA30067135613797501(c)(3)$118,750Not applicableNot applicableContribution
Ann and Robert H Lurie Children's Hospital
225 E Chicago AveChicagoIL60611362170833501(c)(3)$10,000Not applicableNot applicableResearch
AREVA Federal Services LLC
PO Box 533359CharlotteNC28209205605520N/A$41,947Not applicableNot applicableResearch
Arizona State University
Box 873503TempeAZ852873503860196696GOVT$130,828Not applicableNot applicableResearch
Atlanta Research and Education
1902 Clairmont RoadDecaturGA30033581857346501(c)(3)$13,443Not applicableNot applicableResearch
Auburn University
208 M White Smith HallAuburn UniversityAL368495110636000724501(c)(3)$53,579Not applicableNot applicableResearch
Aurora Health Care Inc
PO Box 341880MilwaukeeWI532341881391442285501(c)(3)$79,770Not applicableNot applicableResearch
B G I Americas Corporation
One BroadwayCambridgeMA02142272445508N/A$114,540Not applicableNot applicableResearch
Baptist Cancer Center
80 Humphreys Suite 340MemphisTN38120621113167501(c)(3)$24,000Not applicableNot applicableResearch
Base Pair Biotechnologies Inc
9307 W Broadway Suite 390PearlandTX77584454702942N/A$49,162Not applicableNot applicableResearch
Baylor College of Medicine
P O Box 301207DallasTX753031207741613878501(c)(3)$196,227Not applicableNot applicableResearch
Baylor Research Institute
PO Box 846275DallasTX75284751921898501(c)(3)$61,931Not applicableNot applicableResearch
Baystate Medical Center Inc
Attn Andrea CutuliBostonMA022414168042790311501(c)(3)$68,683Not applicableNot applicableResearch
Beech Creek Ministries Inc
3101 Curtis StreetNashvilleTN37218364651466501(c)(3)$22,500Not applicableNot applicableInstruction
Belmont University
1900 Belmont BlvdNashvilleTN37212620465076501(c)(3)$6,862Not applicableNot applicableResearch
Berea College
CPO 2204 101 Chestnut StreetBereaKY40404610444650501(c)(3)$80,625Not applicableNot applicableResearch
Bethlehem Centers of Nashville
1417 Charlotte AvenueNashvilleTN37203620843073501(c)(3)$11,250Not applicableNot applicableInstruction
BloodCenter of Wisconsin Inc
Box 78961MilwaukeeWI532780961390807235501(c)(3)$121,513Not applicableNot applicableResearch
Boston Medical Center
Grants Administration/Res FinanceBostonMA02118043314093501(c)(3)$13,086Not applicableNot applicableResearch
Boston University
PO Box 28763New YorkNY100878763042103547501(c)(3)$92,405Not applicableNot applicableResearch
Boston's Children's Hospital
Research FinanceBostonMA022414413042774441501(c)(3)$296,864Not applicableNot applicableResearch
Boys and Girls Clubs of Middle TN
1704 Charlotte AveNashvilleTN37203620540402501(c)(3)$22,500Not applicableNot applicableInstruction
Brigham and Women's Hospital Inc
101 Huntington Ave Suite 300BostonMA02199042312909501(c)(3)$1,022,955Not applicableNot applicableResearch
Cal Poly Pomono Foundation Inc
3801 West Temple Avenue Building 55PomonaCA917684038952417645501(c)(3)$9,310Not applicableNot applicableResearch
California Institute of Technology
Ws 31b Fin Services MC 201-15PasadenaCA91125951643307501(c)(3)$105,473Not applicableNot applicableResearch
Carnegie-Mellon University
5000 Forbes AvenuePittsburghPA152133890250969449501(c)(3)$456,436Not applicableNot applicableResearch
CASA Inc
601 Woodland StNashvilleTN37206621203459501(c)(3)$5,500Not applicableNot applicableContribution
Case Western Reserve University
10900 Euclid AvenueClevelandOH44106341018992501(c)(3)$629,207Not applicableNot applicableResearch
Cedars Sinai Medical Center
Attn Sponsored Proj AccountingLos AngelesCA90048951644600501(c)(3)$14,846Not applicableNot applicableResearch
Cent American Medical Outreach Inc
322 Westwood AvenueOrrvilleOH44667341740695501(c)(3)$63,741Not applicableNot applicableResearch
Center for Biomedical Research LLC
1415 Old Weisgarber RoadKnoxvilleTN37909270952972N/A$11,174Not applicableNot applicableResearch
CFD Research Corporation
601 Genome Way Suite 2301HuntsvilleAL35806639044385501(c)(3)$176,824Not applicableNot applicableResearch
Children's Hospital of Los Angeles
4650 Sunset Blvd MS 97Los AngelesCA900276062951690977501(c)(3)$364,159Not applicableNot applicableResearch
Children's Healthcare of Atlanta
1687 Tullie Circle NEAtlantaGA30329582367819501(c)(3)$17,514Not applicableNot applicableResearch
Childrens Hospital Corporation
PO Box 414413BostonMA022414413042774441501(c)(3)$322,373Not applicableNot applicableResearch
Childrens Hospital Medical Center
Accounting Office MLC 4900CincinnatiOH452293039310833936501(c)(3)$10,500Not applicableNot applicableResearch
Childrens Hospital of Los Angeles
4650 Sunset BoulevardLos AngelesCA90027951690977501(c)(3)$364,159Not applicableNot applicableResearch
Childrens Hospital of Philadelphia
P O Box 8500PhiladelphiaPA191781457231352166501(c)(3)$64,247Not applicableNot applicableResearch
Claremont Graduate University
150 East Tenth StreetClaremontCA91711951664100501(c)(3)$424,697Not applicableNot applicablePublic Service, Research
Cleveland Clinic
P O Box 931562ClevelandOH441935012340714585501(c)(3)$190,686Not applicableNot applicableResearch
Cleveland State Community College
3535 Adkisson Drive PO Box 3570ClevelandTN373203570620762876501(c)(3)$26,112Not applicableNot applicablePublic Service
Columbia State Community College
1665 Hampshire PikeColumbiaTN38401237106327501(c)(3)$13,165Not applicableNot applicablePublic Service
Columbia University
1700 Broadway 10th Floor MC 7409New YorkNY100195905135598093501(c)(3)$454,400Not applicableNot applicableResearch
Conexion Americas
2195 Nolensville PikeNashvilleTN37211621715618501(c)(3)$7,500Not applicableNot applicableContribution
Cornell University
Office of Sponsored ProgramsIthacaNY148532801150532082501(c)(3)$60,367Not applicableNot applicableResearch
Cumberland Pharmaceuticals Inc
2525 West End AvenueNashvilleTN37203621765329N/A$333,958Not applicableNot applicableResearch
Dana Farber Cancer Institute Inc
450 Brookline AvenueBostonMA022155450042263040501(c)(3)$69,939Not applicableNot applicableResearch
Dartmouth College
11 Rope Ferry RdHanoverNH037551404020222111501(c)(3)$132,605Not applicableNot applicableResearch
David Lipscomb University
One University Park DriveNashvilleTN37204620485733501(c)(3)$63,217Not applicableNot applicableResearch
Denver Health and Hospital Authority
Post Office Box 17093DenverCO802170093841343242GOVT$50,353Not applicableNot applicableResearch
Dimagi Inc
585 Massachusetts AveCambridgeMA02139830343298N/A$20,239Not applicableNot applicablePublic Service
Duke University
OSP Box 104135DurhamNC277080077560532129501(c)(3)$316,096Not applicableNot applicableResearch
Dynamic Object Language Labs Inc
2 Parsonage Hill RoadHaverhillMA01832100142007N/A$264,115Not applicableNot applicableResearch
East Tennessee University
ORSP Box 70565Johnson CityTN376141707626021046GOVT$7,746Not applicableNot applicableInstruction
Education Development Center Inc
55 Chapel StreetNewtonMA02458042241718501(c)(3)$456,732Not applicableNot applicableResearch
Emory University
PO Box 935084AtlantaGA31193580566256501(c)(3)$602,779Not applicableNot applicableResearch
Expaticore Services LLC
485C Route 1 SouthIselinNJ08830300126318N/A$1,080,732Not applicableNot applicablePublic Service
FACET Innovations LLC
1314 NE 43rd Street Suite 207SeattleWA98105200155627N/A$6,247Not applicableNot applicableResearch
Fannie Battle Day Home for Children
108 Chapel AveNashvilleTN37206620476290501(c)(3)$10,773Not applicableNot applicableContribution
Fisk University
1000 17th Ave NNashvilleTN37208620202000501(c)(3)$127,640Not applicableNot applicableResearch, Instruction
Flocel Inc
4415 Euclid AvenueClevelandOH44103201826225N/A$73,483Not applicableNot applicableResearch
Florida Atlantic University
P O Box 198660AtlantaGA303848660650385507501(c)(3)$34,323Not applicableNot applicableResearch
Florida State University
874 Traditions Way PO Box 3064166TallahasseeFL323064166596001138501(c)(3)$207,617Not applicableNot applicableResearch
Franklin Tomorrow
PO Box 383FranklinTN37065621821869501(c)(3)$5,800Not applicableNot applicableContribution
GE Global Research
One Research Circle KW-C248NiksayunaNY12309140689340N/A$60,073Not applicableNot applicableResearch
Geisinger Clinic
Attn Rawle ClarkeDanvillePA17822236291113501(c)(3)$64,999Not applicableNot applicableResearch
General Health System
8490 Picardy AvenueBaton RougeLA70809720475545501(c)(3)$12,188Not applicableNot applicableResearch
Georgia State University
PO Box 3999AtlantaGA303023999581845423501(c)(3)$396,959Not applicableNot applicableResearch
Georgia Tech Research Corporation
550 Tenth Street NWAtlantaGA303320250580603146501(c)(3)$183,931Not applicableNot applicableResearch
Greenway Health Inc
PO Box 203658DallasTX753203658582412516N/A$1,277,456Not applicableNot applicableResearch
H Lee Moffitt Cancer Center and Research Institute
12902 Magnolia Drive MBC-OGCATampaFL336129497592451713501(c)(3)$115,508Not applicableNot applicableResearch
Habitat for Humanity of Greater Nashville
2950 Kraft DrNashvilleTN37204581636286501(c)(3)$7,500Not applicableNot applicableContribution
Hartman Community Center
2801 Tucker RdNashvilleTN37218620694743GOVT$7,500Not applicableNot applicableInstruction
Harvard University
P O Box 415649BostonMA022415649042103580501(c)(3)$6,839Not applicableNot applicableResearch
Health Research TX LLC
5 Neshaminy Interplex PlazaFeasterville TrevosePA19053271776538N/A$41,381Not applicableNot applicableResearch
HealthPartners Inst for Education
PO Box 1524MinneapolisMN554401524411670163501(c)(3)$28,329Not applicableNot applicableResearch
Heritage Foundation
PO Box 723FranklinTN37065237042596501(c)(3)$8,000Not applicableNot applicableContribution
Hospital Hospitality House
214 Reidhurst AveNashvilleTN37203620909363501(c)(3)$25,000Not applicableNot applicableContribution
Howard University
576 W Street NWWashingtonDC20059530204707501(c)(3)$84,473Not applicableNot applicableResearch
Hudson Alpha Institute for Biotechnology
601 Genome WayHuntsvilleAL35806432059317501(c)(3)$56,833Not applicableNot applicableResearch
Humanities Tennessee
306 Gay St Ste 306NashvilleTN37201620933337501(c)(3)$10,000Not applicableNot applicableContribution
IBEX Preclinical Research Inc
1072 RSI DriveLoganUT84321200756707N/A$67,140Not applicableNot applicableResearch
Icahn School of Medicine at Mount Sinai
One Gustave L Levy PlaceNew YorkNY10029136171197501(c)(3)$96,510Not applicableNot applicableResearch
IHC Health Services Inc
PO Box 57828Salt Lake CityUT841570828942854057501(c)(3)$102,318Not applicableNot applicableResearch
Illumina Inc
12864 Collections Center DriveChicagoIL60693330804655N/A$1,108,896Not applicableNot applicableResearch
Indiana University
PO Box 1847BloomingtonIN474021847356001673501(c)(3)$43,510Not applicableNot applicableResearch
InfoWorks Inc
102 Woodmont BlvdNashvilleTN37205621669899N/A$551,798Not applicableNot applicableResearch
Institute for Cancer Research
2450 W Hunting Park AvePhiladelphiaPA19129236296135501(c)(3)$44,537Not applicableNot applicableResearch
International Epidemiology Inst
1455 Research BoulevardRockvilleMD20850521882011N/A$1,978,202Not applicableNot applicableResearch
Inverness Research Associates
PO Box 313InvernessCA94937680303342N/A$50,000Not applicableNot applicableResearch
J Craig Venter Institute
4120 Capricorn LaneLa JollaCA92037521842938501(c)(3)$285,417Not applicableNot applicableResearch
J H U Pathology
Cent Lockbox c/o Bank of AmericaChicagoIL60693520595110501(c)(3)$55,357Not applicableNot applicableResearch
Jackson Clinic Professional Assoc
828 North PkwyJacksonTN38305620555660N/A$10,000Not applicableNot applicableResearch
Jackson Laboratory
610 Main StreetBar HarborME04609010211513501(c)(3)$7,050Not applicableNot applicableResearch
Johns Hopkins University
3400 N Charles StreetBaltimoreMD21218520595110501(c)(3)$462,516Not applicableNot applicablePublic Service, Research
Joslin Diabetes Center
One Joslin PlaceBostonMA02215042203836501(c)(3)$24,563Not applicableNot applicableResearch
Junior League of Nashville
2202 Crestmoor RoadNashvilleTN37215620476815501(c)(3)$15,000Not applicableNot applicableContribution
Juvenile Diabetes Research Foundation
105 Westpark Drive Suite 415BrentwoodTN37027231907729501(c)(3)$20,000Not applicableNot applicableContribution
Kaiser Foundation Research Inst
1800 Harrison StreetOaklandCA946123433941105628501(c)(3)$93,637Not applicableNot applicableResearch
Lipscomb University
One University Park DriveNashvilleTN372043951620485733501(c)(3)$23,797Not applicableNot applicableResearch
Louisiana State University
433 Bolivar StreetNew OrleansLA70112726000848501(c)(3)$14,089Not applicableNot applicableResearch
LSU Health Sciences Center New Orleans
433 Bolivar StreetNew OrleansLA70112726087770501(c)(3)$95,015Not applicableNot applicableResearch
Maine Medical Center
22 Bramhall StPortlandME04102010238552501(c)(3)$121,739Not applicableNot applicableResearch
March of Dimes
98 North Star Drive Suite DJacksonTN38305131846366501(c)(3)$12,000Not applicableNot applicableContribution
Massachusetts General Hospital
Research FinanceBostonMA022413829042697983501(c)(3)$369,671Not applicableNot applicableResearch
Massachusetts Inst of Technology
77 Massachusetts AvenueCambridgeMA021394307042103594501(c)(3)$299,481Not applicableNot applicableResearch
Maury Regional Hospital
1224 Trotwood AvenueColumbiaTN38401626002623GOVT$19,583Not applicableNot applicableResearch
Mayo Clinic
Research FinanceRochesterMN55905416011702501(c)(3)$120,587Not applicableNot applicableResearch
Medical College of Wisconsin
8701 Watertown Plank RoadMilwaukeeWI53226390806261501(c)(3)$89,081Not applicableNot applicableResearch
Medical Univ of South Carolina
96 Jonathan Lucas StreetCharlestonSC29425576000722GOVT$70,758Not applicableNot applicableResearch
Meharry Medical College
1005 D B Todd BlvdNashvilleTN37208620488046501(c)(3)$1,517,160Not applicableNot applicableResearch, Instruction, Contribution
Memorial Sloan - Kettering Cancer Center
P O Box 27084New YorkNY100878763131924236501(c)(3)$13,821Not applicableNot applicableResearch
Mental Health America of Middle Tennessee
295 Plus Park BlvdNashvilleTN37217620637710501(c)(3)$26,200Not applicableNot applicableContribution
Metro Board of Parks & Recreation
Centennial Park OfficeNashvilleTN37201620694743GOVT$34,566Not applicableNot applicableResearch
Metro Government of Nashville
222 Third Avenue North Suite 750NashvilleTN37201620694743GOVT$63,778Not applicableNot applicableResearch
Metro Public Health Department
2500 Charlotte Avenue Suite 100NashvilleTN37209620694743GOVT$30,951Not applicableNot applicableResearch, Contribution
Metro Nashville Public Schools
Accounting DepartmentNashvilleTN37204620717138GOVT$18,230CostBooksInstruction, Contribution$4,000
Metropolitan Interdenominational Church
PO Box 280779NashvilleTN372280779621100022501(c)(3)$25,701Not applicableNot applicableResearch
Michigan State University
426 Auditorium Road Room 2East LansingMI48824386005984501(c)(3)$211,458Not applicableNot applicableResearch
Middle Tennessee State University
1301 East Main Street MGB BldgMurfreesboroTN371320001626005794501(c)(3)$101,594Not applicableNot applicableResearch, Instruction
Middle TN Research Institute
1310 24th Avenue SouthNashvilleTN37212621387860501(c)(3)$44,859Not applicableNot applicableResearch
Montgomery Aids Outreach Inc
2900 McGehee RdMontgomeryAL36111630959628N/A$13,321Not applicableNot applicableResearch
Moves & Grooves Inc
5252 Hickory Hollow PkwyAntiochTN37013680516440501(c)(3)$25,000Not applicableNot applicableInstruction
Nashville Downtown P'ship Inc
150 4th Ave North Ste G-150NashvilleTN37219621774641N/A$10,375Not applicableNot applicableContribution
Nashville Public Library Foundation
615 Church StreetNashvilleTN37219621681766501(c)(3)$49,694Not applicableNot applicableResearch, Contribution
National Alliance on Mental Illness Davidson County
1101 Kermit DriveNashvilleTN37217453016459501(c)(3)$6,050Not applicableNot applicableContribution
National Opinion Research Center
55 E Monroe - 20th FloorChicagoIL60603362167808501(c)(3)$154,212Not applicableNot applicableResearch
National Patient Safety Foundation's Lucian Leape Institute
268 Summer StreetBostonMA02210367166993501(c)(3)$7,750Not applicableNot applicableContribution
New York Univ School of Medicine
One Park Avenue 6th FloorNew YorkNY100163240135562309GOVT$309,428Not applicableNot applicableResearch
North Carolina State Board of Edu
6302 Mail Service CenterRaleighNC276996302561492826GOVT$60,685Not applicableNot applicableResearch
North Carolina State University
OCG Campus Box 7214RaleighNC276957214566000756GOVT$155,413Not applicableNot applicableResearch
Northeast State Community College
2425 Highway 75 PO Box 246BlountvilleTN37617621033870GOVT$33,199Not applicableNot applicablePublic Service
NW Arkansas Education Service Cooperative
4 N Double Spring RdFarmingtonAR72730710615858N/A$70,402Not applicableNot applicableResearch
Northwestern University
633 Clark StEvanstonIL602081112362167817501(c)(3)$445,609Not applicableNot applicableResearch
Oakland University
529 Wilson HallRochesterMI48309381714400GOVT$71,014Not applicableNot applicableResearch
Ohio State University
Accounting DepartmentColumbusOH43210316025986501(c)(3)$73,950Not applicableNot applicableResearch
Oregon Health & Science University
3181 SW Sam Jackson Park RdPortlandOR97239931176109501(c)(3)$341,220Not applicableNot applicableResearch
Oregon State University
312 Kerr Administration BldgCorvallisOR973312140481278540501(c)(3)$163,774Not applicableNot applicableResearch
Paradise Ridge Community Center
384 Thompson LaneNashvilleTN37211620694743GOVT$6,250Not applicableNot applicableInstruction
Pellissippi State Comm College
10915 Hardin Valley RoadKnoxvilleTN379330990620938734GOVT$64,527Not applicableNot applicablePublic Service
Pencil Foundation
421 Great Circle RoadNashvilleTN37228581475675501(c)(3)$9,500Not applicableNot applicableInstruction
Pennsylvania State University
227 West Beaver AveState CollegePA168014819246000376501(c)(3)$604,798Not applicableNot applicableResearch
Piedmont Respiratory Research Foundation
1200 N Elm StGreensboroNC27401522379416501(c)(3)$22,880Not applicableNot applicableResearch
Pulmonary Associates
1725 East Boulder Street 204Colorado SpringsCO80909841241414N/A$15,029Not applicableNot applicableResearch
Purdue University
302 Wood StreetWest LafayetteIN479072040356002041501(c)(3)$289,635Not applicableNot applicableResearch
Rambiss LLC
14407 Lusty Ridge RoadAccokeekMD20607201240325N/A$17,904Not applicableNot applicableResearch
Rand Corporation
1776 Main Street PO Box 2138Santa MonicaCA904072138951958142501(c)(3)$109,590Not applicableNot applicableResearch
Regents of the Univ of Minnesota
200 Oak Street Suite 450MinneapolisMN554552070416007513GOVT$808,798Not applicableNot applicableResearch, Instruction
Regents of the University of California Berkeley
2150 Shattuck Ave Ste 313BerkeleyCA947045940946002123501(c)(3)$408,314Not applicableNot applicableResearch
Regents of the University of California-Davis
1850 Research Park Drive Ste 300DavisCA95618946036494501(c)(3)$210,556Not applicableNot applicableResearch
Regents of the University of Colorado Boulder
SPA 3100 Marine Street 4th FloorBoulderCO80309846000555501(c)(3)$173,937Not applicableNot applicableResearch
Research Foundation for Mental Hygiene Inc
150 BroadwayAlbanyNY12204141410842501(c)(3)$503,078Not applicableNot applicableResearch
Research Institute at Nationwide Children's Research
700 Childrens DriveColumbusOH43205316056230N/A$224,142Not applicableNot applicableResearch
Rhode Island Hospital
593 Eddy StreetProvidenceRI02903050258954501(c)(3)$22,916Not applicableNot applicableResearch
Risk Assessment Corporation
417 Till RoadNeesesSC29107570701628501(c)(3)$13,887Not applicableNot applicableResearch
Roane State Community College
276 Patton LaneHarrimanTN377488615620819102GOVT$38,174Not applicableNot applicablePublic Service
Ronald McDonald House Charities of Nashville
2144 Fairfax AveNashvilleTN37212621310717501(c)(3)$8,200Not applicableNot applicableContribution
Rush University Medical Center
1653 West Congress ParkwayChicagoIL60612362174823501(c)(3)$289,412Not applicableNot applicableResearch
Rutgers University
65 Davidson Rd Room 306PiscatawayNJ088545602226001086501(c)(3)$830,522Not applicableNot applicableResearch
Sandia National Laboratories
PO Box 26806AlbuquerqueNM87125850097942N/A$75,000Not applicableNot applicableResearch
Scripps Research Institute
10550 North Torrey Pines RoadLa JollaCA920371000330435954501(c)(3)$1,259,521Not applicableNot applicableResearch
Seattle Children's Hospital
P O Box 24728SeattleWA981240728910564748501(c)(3)$67,385Not applicableNot applicableResearch
Securboration Inc
1050 West NASA Blvd Suite 155MelbourneFL32901593729686N/A$95,652Not applicableNot applicableResearch
Select Physicians Alliance PL
5 Tampa General CirTampaFL33606273337174N/A$41,244Not applicableNot applicableResearch
Sensory Processing Disorder Fdn
5420 S Quebec Street Suite 135Greenwood VillageCO80111742490763N/A$7,400Not applicableNot applicableResearch
Sickle Cell Fdn of Tennessee
PO Box 242056MemphisTN38125263954703501(c)(3)$35,037Not applicableNot applicableResearch
Sloan Kettering Institute for Cancer Research
633 Third Avenue 3rd FloorNew YorkNY10017131624182N/A$224,426Not applicableNot applicableResearch
South Dakota State University
323 Administration BuildingBrookingsSD57007466000364501(c)(3)$46,614Not applicableNot applicableResearch
Southern California Institute for Research and Education
5901 ESeventh StreetLong BeachCA90822330331855501(c)(3)$16,124Not applicableNot applicableResearch
Southern Methodist University
PO Box 750259DallasTX752750259750800689501(c)(3)$305,590Not applicableNot applicableResearch, Instruction
St Judes Childrens Research Hospital
P O Box 1000MemphisTN38148620646012501(c)(3)$28,878Not applicableNot applicableResearch
St Lukes Roosevelt Hospital
150 East 42nd StreetNew YorkNY10017132997301501(c)(3)$14,837Not applicableNot applicableResearch
Stanford University
PO Box 44253San FranciscoCA941444253941156365501(c)(3)$444,530Not applicableNot applicableResearch
Syracuse University
Bursar OperationsSyracuseNY132441140150532081501(c)(3)$244,498Not applicableNot applicableResearch
Syriac Institute
954 River RoadPiscatawayNJ08854223785056501(c)(3)$10,000Not applicableNot applicableResearch
T J Martell Foundation
15 Music Square West Suite CNashvilleTN37203510180178501(c)(3)$50,000Not applicableNot applicableContribution
Tampa VA Research and Education Foundation
5620 E Fowler AveTemple TerraceFL336172373593444354501(c)(3)$10,515Not applicableNot applicableResearch
TEDxNashville Inc
612 Roanoke PlaceFranklinTN37065272013937501(c)(3)$30,000Not applicableNot applicableContribution
Temple University
1852 N 10th Street 083-11PhiladelphiaPA19122231365971501(c)(3)$16,011Not applicableNot applicableResearch
Tennessee Academy of Family Physicians
212 Overlook CircleBrentwoodTN37207621397653501(c)(3)$11,000Not applicableNot applicableContribution
Tennessee American Academy of Pediatrics
PO Box 159201NashvilleTN37215621150503501(c)(3)$5,325Not applicableNot applicableContribution
Tennessee Disability Coalition
995 Woodland StreetNashvilleTN37206621447320501(c)(3)$10,994Not applicableNot applicableInstruction
Tennessee Emergency Medical Services for Children
2007 Terrace PlNashvilleTN37203202802786501(c)(3)$10,000Not applicableNot applicableContribution
Tennessee Medical Foundation
216 Centerview Drive Suite 304BrentwoodTN37027620541813501(c)(3)$7,500Not applicableNot applicableContribution
Tennessee Performing Arts Center
505 Deadrick StNashvilleTN37243581320590501(c)(3)$15,000Not applicableNot applicableContribution
Tennessee State University
3500 John Merritt BlvdNashvilleTN372091561620786119501(c)(3)$305,784Not applicableNot applicableResearch, Instruction
Tennessee Technological University
ORGS Box 5012CookevilleTN385050001620646806501(c)(3)$33,020Not applicableNot applicableInstruction
Texas A&M AgriLife Research
400 Harvey Mitchell Pkwy SCollege StationTX77845746000541501(c)(3)$34,152Not applicableNot applicableResearch
Texas Health Research and Education Inst
612 E Lamar BlvdArlingtonTX76011752562191501(c)(3)$15,300Not applicableNot applicableResearch
The Board of Trustees of the Leland
PO Box 44253San FranciscoCA941444253941156365501(c)(3)$16,573Not applicableNot applicableResearch
The Conservancy For The Parthenon And Centennial Park
PO Box 196340NashvilleTN37219581609026501(c)(3)$10,000Not applicableNot applicableContribution
TN Full Motion Inc
4121 Clarksville Pike Suite 5NashvilleTN37218203543271501(c)(3)$9,250Not applicableNot applicableInstruction
Tougaloo College
500 West County Line RoadTougalooMS39174640303093501(c)(3)$137,500Not applicableNot applicableResearch
Translational Genomics Research Inst
445 North Fifth StreetPhoenixAZ85004753065445501(c)(3)$159,739Not applicableNot applicableResearch
U C Regents
UCLA Administrative Main CashierLos AngelesCA900959000330833316501(c)(3)$16,278Not applicableNot applicableResearch
United States Treasury
ComptrollerSilver SpringMD209107500530197030GOVT$16,519Not applicableNot applicableResearch
Univ of California - Riverside
200 University Office BuildingRiversideCA92521956006142501(c)(3)$140,645Not applicableNot applicableResearch
Univ of Mississippi Medical Ctr
Attn Office of Sponsored ProgramsJacksonMS39216646008520501(c)(3)$69,012Not applicableNot applicableResearch
University of Alabama
Box 870104TuscaloosaAL358470104636001138501(c)(3)$77,754Not applicableNot applicableResearch
Univ of Alabama at Birmingham
1530 3rd Avenue South AB 1170BirminghamAL352940011636005396501(c)(3)$74,351Not applicableNot applicableResearch, Instruction
University of Arizona
P O Box 3308TucsonAZ857223308866004791501(c)(3)$170,400Not applicableNot applicableResearch
Univ of California - Los Angeles
Box 951406Los AngelesCA90095956006143501(c)(3)$79,591Not applicableNot applicableResearch
Univ of California - San Francisco
3333 California Street Suite 315San FranciscoCA941430962946036493501(c)(3)$409,313Not applicableNot applicableResearch
University of California - Santa Barbara
3227 Cheadle HallSanta BarbaraCA931062050956006145501(c)(3)$148,896Not applicableNot applicableResearch
University of California Irvine
Biological Sciences 3 Suite 1400IrvineCA926971050952226406501(c)(3)$18,920Not applicableNot applicableResearch
University of California San Diego
9500 Gilman DriveLa JollaCA920930910956006144501(c)(3)$193,024Not applicableNot applicableResearch
University of Chicago
1225 East 60th StreetChicagoIL606372801362177139501(c)(3)$215,625Not applicableNot applicableResearch
University of Cincinnati
PO Box 932641ClevelandOH44193316000989501(c)(3)$35,802Not applicableNot applicableResearch
University of Colorado-Denver
PO Box 173364DenverCO802173364846000555501(c)(3)$36,114Not applicableNot applicableResearch
University of Florida
PO Box 115500 219 Grinter HallGainesvilleFL326115500596002052501(c)(3)$241,381Not applicableNot applicableResearch, Instruction
University of Hawaii
2440 Campus Road Box 368HonoluluHI96822996000354GOVT$179,892Not applicableNot applicableResearch
University of Illinois at Chicago
506 S Wright St 209 Hab Mc 339UrbanaIL61801376000511501(c)(3)$305,420Not applicableNot applicableResearch
University of Iowa
Attn Grant AccountingIowa CityIA52242426004813501(c)(3)$6,753Not applicableNot applicableResearch
University of Kentucky Research
P O Box 931113ClevelandOH44193616033693501(c)(3)$98,406Not applicableNot applicableResearch
University of Louisville Research
300 East Market St Suite 300LouisvilleKY402021959611029626501(c)(3)$17,598Not applicableNot applicableResearch
University of Maryland
OCGA 4101 Chesapeake BuildingCollege ParkMD207423141526002033501(c)(3)$973,003Not applicableNot applicableResearch
University of Massachusetts
55 Lake Avenue NorthWorcesterMA01655043167352501(c)(3)$248,232Not applicableNot applicableResearch
University of Memphis
Administration Bldg Room 315MemphisTN38152620648618501(c)(3)$9,527Not applicableNot applicableInstruction, Research
University of Miami
1320 South Dixie HighwayCoral GablesFL33146590624458501(c)(3)$376,838Not applicableNot applicableResearch
University of Michigan
3003 South State StreetAnn ArborMI481091287386006309501(c)(3)$271,902Not applicableNot applicableResearch
University of Missouri-Columbia
310 Jesse HallColumbiaMO65211436003859501(c)(3)$90,461Not applicableNot applicableResearch
University of Norte Dame
Office of ResearchNotre DameIN46556350868188501(c)(3)$128,515Not applicableNot applicableResearch
Univ of North Carolina Charlotte
9201 University City BlvdCharlotteNC28223560791228501(c)(3)$121,655Not applicableNot applicableInstruction
Univ of North Carolina-Chapel Hill
104 Airport Dr Ste 2200Chapel HillNC27599566001393501(c)(3)$1,387,557Not applicableNot applicableResearch
University of North Dakota
264 Centennial DriveGrand ForksND582027306456002491501(c)(3)$21,018Not applicableNot applicableResearch
University of North Florida
1 UNF DriveJacksonvilleFL32224592976169GOVT$61,571Not applicableNot applicableResearch
University of Pennsylvania
3440 Market Street Suite 560PhiladelphiaPA191043325231352685501(c)(3)$196,791Not applicableNot applicableResearch
University of Pittsburgh
P O Box 371220PittsburghPA152517220250965591501(c)(3)$1,641,201Not applicableNot applicableResearch
University of South Carolina
Grant and Contract AccountingColumbiaSC29208576001153501(c)(3)$93,917CostWater and GeneratorsResearch, Contributions$2,500
University of South Florida
4202 E Fowler Ave BEH 253TampaFL336209951596001874GOVT$156,270Not applicableNot applicableResearch
University of Southern California
CA-Sponsored ProjectsLos AngelesCA900742095951642394501(c)(3)$76,008Not applicableNot applicableResearch
University of Tennessee
Controllers Office 201 Andy HoltKnoxvilleTN379960100626001636501(c)(3)$513,619Not applicableNot applicableResearch, InstructionTower
University of Texas
Contracts and Grant AccountingRichardsonTX75080746001118501(c)(3)$17,606Not applicableNot applicableResearch
University of Texas at Austin
PO Box 7159AustinTX787137159746000203501(c)(3)$161,896Not applicableNot applicableResearch, Instruction Public Service
University of Texas Dallas
800 W Campbell RoadRichardsonTX750803021751305566501(c)(3)$75,909Not applicableNot applicableResearch
University of Texas Health Science Center at San Antonio
7703 Floyd Curl Drive MSC 7828San AntonioTX782293900741586031501(c)(3)$70,115Not applicableNot applicableResearch
University of Texas Medical Branch
PO Box 660120DallasTX75266746000949501(c)(3)$344,644Not applicableNot applicableResearch
University of Texas Southwestern Medical
PO Box 841765DallasTX752841765756002868501(c)(3)$214,025Not applicableNot applicableResearch
University of Utah
201 S Presidents CirSalt Lake CityUT841129020876000525501(c)(3)$57,813Not applicableNot applicableResearch
University of Vermont
PO Box 1389WillistonVT054951389376047339501(c)(3)$551,751Not applicableNot applicableResearch
University of Virginia
OSP P O Box 400195CharlottesvilleVA229044195546001796501(c)(3)$54,956Not applicableNot applicableResearch
University of Washington
OSP Box 359472SeattleWA98195916001537501(c)(3)$1,061,333Not applicableNot applicableResearch
University of Wisconsin-Madison
21 North Park Street Suite 6401MadisonWI53715396006492501(c)(3)$571,359Not applicableNot applicableResearch
Urban Housing Solutions Inc
822 Woodland StreetNashvilleTN37206621466422501(c)(3)$9,880Not applicableNot applicableResearch
Vanderbilt University Medical Center
1161 21st Avenue SouthNashvilleTN37232352528741501(c)(3)$3,000,355Not applicableNot applicableResearch, Instruction
Virginia Commonwealth University
730 East Broad StreetRichmondVA23284546001758501(c)(3)$117,330Not applicableNot applicableResearch, Instruction
Virginia Polytechnic Institute
460 Turner Street Suite 360BlacksburgVA24060546001805501(c)(3)$54,785Not applicableNot applicableResearch
Wake Forest University Health Sciences
Medical Center BlvdWinston SalemNC27157560532138501(c)(3)$141,618Not applicableNot applicableResearch
Washington University
700 Rosedale AveSaint LouisMO631121408430653611501(c)(3)$998,266Not applicableNot applicableResearch
Weill Medical College
575 Lexington AvenueNew YorkNY10022131623978501(c)(3)$573,400Not applicableNot applicableResearch
William Beaumont Research Institution
3811 W 113 Mile Rd Suite 501Royal OakMI48073381459362501(c)(3)$34,318Not applicableNot applicableResearch
Williamson County Fair Association Inc
1007 Mooreland BlvdBrentwoodTN37027810644815501(c)(3)$8,000Not applicableNot applicableContribution
Williamson Medical Center
4321 Carothers ParkwayFranklinTN37067621501534501(c)(3)$41,349Not applicableNot applicableResearch
Williamson Inc
5005 Meridian BoulevardFranklinTN37067202574549501(c)(3)$14,500Not applicableNot applicableContribution
Y M C A Of Middle Tennessee
1000 Church StreetNashvilleTN37203620476243501(c)(3)$33,750Not applicableNot applicableInstruction
Yale University
47 College Street Suite 203New HavenCT065208047060646973501(c)(3)$481,591Not applicableNot applicableResearch
York County Community College
112 College DriveWellsME04073010416015501(c)(3)$15,613Not applicableNot applicableInstruction
FieldValueIRS element (for citing)
Total501c3 Org230Total501c3OrgCnt
Total Other Org31TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (10 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtValuation Method UsedValuationMethodUsedDescNon Cash AssistanceNonCashAssistanceDesc
Patient Assistance106$143,358$0N/AN/A
Patient Assistance362$0$58,469FMVHealthcare, medical supplies, medicine
Patient Assistance300$0$96,442FMVOutreach Programs
Patient Assistance450$0$18,600FMVCar Seats, Home Safety Kits, Pack and Plays
Patient Assistance21250$0$6,421,000FMVPharmaceuticals
Patient Assistance23029$575,725FMVInfluenza Vaccines
Patient Assistance596$2,246,455FMVPost Acute Care
Reading Program1578$50,508FMVBooks
Awards28$30,900$0N/AN/A
Student Financial Assistance6669$289,379,927$0N/AN/A

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part I, Line 2:Subrecipient grants - Vanderbilt University maintains a formal policy defining its procedures for monitoring the use of sponsored funds by subrecipients who are performing a portion of a sponsored project externally awarded to Vanderbilt. The policy provides guidance to ensure that subrecipients conduct their portions of sponsored projects in compliance with laws, regulations, terms and conditions of awards and subawards, and that reimbursed costs incurred by subrecipients are allowed. The policy addresses the roles and responsibilities of central offices and academic departments of the University and describes the monitoring procedures for each area. The full text of Vanderbilt's subrecipient policy is available online at the following web address: http://www.vanderbilt.edu/ocga/vupolicies/subrecipient /SubrecipientMonitoringGuidelinesfinal.pdf Other Assistance - Assistance offered from institutional funds by Vanderbilt to our students is awarded on the basis of merit and/or financial need. Such assistance helps students and their families support the cost of attendance which includes tuition, mandatory fees, room & board, books, other course materials/supplies, and allowances for personal/miscellaneous and travel expenses. Merit-based awards are competitively awarded in recognition of academic achievement, leadership, commitment to community service, contributions to society, and other forms of accomplishment. Need-based assistance is awarded on the basis of documented financial need, resulting from a need analysis evaluation accomplished in accordance with relevant and applicable federal, state, and/or institutional programs, policies, and eligibility requirements. Financial Aid - The units responsible for administering student financial aid at Vanderbilt regularly initiate system-generated reviews, as well as other cross-checks on an ad hoc basis. Results from these reviews, along with recurring management reports, are regularly evaluated. Subsequently, follow-up corrective actions are taken when appropriate and potentially include award revisions or cancellations. These provisions are designed to help ensure that student assistance funds are awarded to eligible recipients, in accordance with applicable federal, state, institutional, and other program legislation, as well as relevant internal University policies and operational guidelines/criteria.
Schedule I, Parts II and III, GeneralIn addition to the amounts reported on Core Form Part IX, Schedule I includes all relevant pre-Transaction VUMC amounts. For additional information, see the Core Form Part III, Line 3 disclosure in Schedule O.

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
First Class Or Charter TravelYes (X)FirstClassOrCharterTravelInd
Travel For CompanionsYes (X)TravelForCompanionsInd
Club Dues Or FeesYes (X)ClubDuesOrFeesInd
Written Policy Ref T And E ExpnssYes (1)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (1)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (1)SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (1)AnyNonFixedPaymentsInd
Initial Contract ExceptionYes (1)InitialContractExceptionInd
Rebuttable Presumption ProcYes (1)RebuttablePresumptionProcInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (22 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
Nicholas S Zeppos JD
See Schedule O$1,004,492$0$320,027$0$32,803$0$196,114$0$27,663$0$1,581,099$0$0$0
Audrey Jane Anderson JD
See Schedule O$612,254$0$77,408$0$11,931$0$65,093$0$26,433$0$793,119$0$0$0
Jeffrey R Balser MD PHD
See Schedule O$1,508,819$0$357,504$0$14,356$0$31,091$0$56,036$0$1,967,806$0$0$0
Beth A Fortune MA
See Schedule O$369,119$0$34,209$0$11,582$0$29,591$0$10,507$0$455,008$0$0$0
Anders W Hall MBA
See Schedule O$721,825$0$366,667$0$11,249$0$708,125$0$13,700$0$1,821,566$0$0$0
Eric C Kopstain MBA
See Schedule O$428,806$0$21,500$0$11,408$0$13,091$0$22,573$0$497,378$0$0$0
John M Lutz AB
See Schedule O$722,644$0$131,697$0$11,951$0$109,865$0$20,858$0$997,015$0$0$0
Susie S Stalcup BBA CFP
See Schedule O$558,939$0$11,396$0$14,253$0$13,091$0$7,681$0$605,360$0$0$0
Brett C Sweet MBA
See Schedule O$810,060$0$203,258$0$11,249$0$140,452$0$28,174$0$1,193,193$0$0$0
Susan Wente PhD
See Schedule O$603,221$0$107,040$0$11,931$0$31,091$0$33,402$0$786,685$0$0$0
David Williams II MA MBA JD LLM
See Schedule O$842,831$0$124,992$0$17,659$0$30,843$0$46,368$0$1,062,693$0$0$0
Mitchell Edgeworth MBA
See Schedule O$463,811$0$119,289$0$10,989$0$13,091$0$23,627$0$630,807$0$0$0
Charles L Gregory MA MBA MHA
See Schedule O$499,983$0$160,440$0$12,808$0$31,091$0$25,402$0$729,724$0$0$0
John F Manning Jr PhD MBA
See Schedule O$639,915$0$238,045$0$12,822$0$31,091$0$20,579$0$942,452$0$0$0
Charles W Pinson MD MBA
See Schedule O$1,219,435$0$340,748$0$14,064$0$30,907$0$13,307$0$1,618,461$0$0$0
David R Posch
See Schedule O$623,079$0$192,641$0$14,064$0$13,091$0$15,262$0$858,137$0$0$0
Derek Mason BS
See Schedule O$2,498,216$0$72,500$0$11,310$0$113,091$0$26,717$0$2,721,834$0$0$0
Michael J McNamara MD
See Schedule O$967,518$0$495,155$0$12,822$0$12,907$0$68,519$0$1,556,921$0$0$0
Kevin E Stallings MS
See Schedule O$2,020,368$0$174,595$0$12,179$0$13,091$0$41,528$0$2,261,761$0$0$0
Paul A Thomas MD
See Schedule O$1,659,345$0$229,972$0$14,064$0$12,907$0$23,017$0$1,939,305$0$0$0
Todd R Wurth MD
See Schedule O$893,836$0$471,467$0$11,040$0$12,907$0$23,767$0$1,413,017$0$0$0
Richard C McCarty MS PHD
See Schedule O$576,698$0$0$0$14,843$0$31,091$0$17,474$0$640,106$0$0$0

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part I, Line 1aVanderbilt excludes the benefits from taxable income when a documented business purpose is served. First-class or charter travel - Travelers should fly via commercial airline and work to obtain the lowest fare possible. If an airline provides business class or first class seating and the length of an individual flight segment is more than four hours, the traveler may petition his/her vice Chancellor and with this written approval purchase a business or first class ticket. In cases where it is not possible to fly commercial due to scheduling commitments, and the travel is of the highest importance, travelers may request that the Chancellor approve a charter flight, after weighing the benefits of the trip against the cost of the charter. The Board of trust has approved the first class travel or charter for the Chancellor when necessitated by his schedule. Per Vanderbilt's athletics travel policy, the Vice Chancellor for University Affairs and Athletics can approve non-student travel on team charter flights, when there are extra seats, without requiring reimbursement to the university since the charter fee is not determined by the number of actual passengers. 5 officers, 2 highest compensated employees and 1 trustee were provided first-class or charter travel that was not included in taxable compensation. Travel for companion - 1 highest compensated employee was provided companion travel that was not included in taxable compensation, and 1 officer was provided companion travel that was included in taxable compensation. Health or social club dues or initiation fees - 1 officer and 1 key employee were provided health or social club dues or initiation fees that were not included in taxable compensation.
Part I, Line 4bCertain individuals listed in Form 990, Schedule J, Part II, participate in nonqualified deferred compensation plans. Amounts contributed to the plans include fixed %s of annual bonus payments, and fixed dollar amounts. Contributions to the plan vest when individuals complete their contract term or continue employment to a designated date. Current year accruals of compensation associated with these plans are included in the amounts reported for such individuals in Schedule J, Part II, Column (C). The payout of these amounts in future years will be included in the amounts reported in Schedule J, Part II, Column (B)(iii) for such individuals. Amounts accrued in prior years and previously reported in Schedule J, Part II, Column (C) will be reported in Schedule J, Part II, Column (F). No payouts were made under these plans to participating individuals in 2015.
Part I, Line 7Certain individuals listed in Schedule J, Part II received variable incentive compensation based on the achievement of pre-established goals where judgement was determined either by the Board of Trust or the Chancellor. Incentive payments are shown in Schedule J, Part II, Column B(ii).
Part I, Line 8Explanation: Certain individuals are, from time to time, serving under the provisions of their initial contract to serve as officers of the university, which principally establishes their compensation, responsibilities and duties.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (3 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
HEFB Vanderbilt Univ Series 2012D&E
A626139016592041UV72012-11-29$169,603,023See Part VIYes (1)00
HEFB Vanderbilt Univ Series 2012AB&C
B626139016592041XA02012-03-29$180,230,953See Part VIYes (1)00
HEFB Vanderbilt Univ Series 2009A&B
C626139016592041WY92009-04-01$328,850,840See Part VIYes (1)00

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtBond DefeasedBondDefeasedAmtTotal ProceedsTotalProceedsAmtOther Spent ProceedsOtherSpentProceedsAmtCurrent RefundingCurrentRefundingIndAdvance RefundingAdvanceRefundingIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintIndIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCapital ExpendituresCapitalExpendituresAmtSubstantial CompletionSubstantialCompletionYr
A$17,855,000$27,370,000$169,603,023$169,603,023Yes (1)0Yes (1)Yes (1)
B$91,360,000$50,725,000$180,231,110$180,231,110Yes (1)0Yes (1)Yes (1)
C$10,000,000$246,010,000$328,896,899$226,285,747Yes (1)0Yes (1)Yes (1)$2,245,733$100,365,4192011

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndAny Research AgreementsAnyResearchAgreementsIndEngage Bond Counsel ResearchEngageBondCounselResearchIndPrivate Bus Use By OthersPrivateBusUseByOthersPctPrivate Bus Concerning UBIPrivateBusConcerningUBIPctTotal Private Business UseTotalPrivateBusinessUsePctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndChange In Use Bond Financed PropChangeInUseBondFinancedPropPctRemedial Action TakenRemedialActionTakenIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdIndEngage Bond Counsel ContractsEngageBondCounselContractsInd
A0Yes (1)0Yes (1)Yes (1)0.000000.000000.000000Yes (1)0.000000Yes (1)
B0Yes (1)Yes (1)Yes (1)Yes (1)0.000000.000000.000000Yes (1)0.000000Yes (1)Yes (1)
C000Yes (1)Yes (1)0.000000.000000.000000Yes (1)0.000000Yes (1)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsInd
A0Yes (1)Yes (1)00000Yes (1)
B0Yes (1)Yes (1)0Yes (1)000Yes (1)
C00Yes (1)00000Yes (1)

Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)

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

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Schedule K - General DisclosureAs part of the Medical Center reorganization, see Part III, Line 3, disclosure in Schedule O, remedial actions were taken with regard to outstanding bonds and the associated debt financed property such that the portion of the pre-legal separation tax-exempt debt allocable to the financing of pre-legal separation Medical Center assets was redeemed or defeased concurrently with the transfer of Medical Center assets. After completion of the remedial action and concurrent transfer of Medical Center assets, the University is responsible for post issuance compliance requirements only with respect to the bond financed University assets. As such, the 2015 Form 990, Schedule K reflects those requirements.
Form 990, Schedule K, Part I, Column (a), All RowsFull Issuer Name: The Health and Educational Facilities Board of Metropolitan Government of Nashville and Davidson County, TN (HEFB).
Form 990, Schedule K, Part I, Column (f)Description of Purpose: Row A - To refund a portion of series 2000A bonds (issued on January 20, 2005); a portion of the series 2005A bonds (issued on January 20, 2005); and a portion of tax-exempt commercial paper. Row B - To refund series 2000B bonds (issued on May 16, 2000); series 2003A bonds (issued on May 29, 2003); a portion of the series 2005A bonds (issued on January 20, 2005); and the series 2001A&B bonds (both issued January 1, 2001). Row C - To refund tax-exempt commercial paper (issued on June 28, 2007) used to finance various capital projects; refund series 2005 B-1 & B-2 bonds (both issued on January 20, 2005); finance various capital improvements; to pay for costs associated with issuance of bonds.
Form 990, Schedule K, Part II, Line 3,Proceeds: Differences between Part I, Column (e) and Part II, Line 3 is investment earnings.
Form 990, Schedule K, Part III, Lines 4, 5, & 6Private Business Use: Vanderbilt University is reporting private business use percentages on a net basis. Reporting on a net basis means that private business use has been allocated to the equity portion of any debt-financed buildings and equipment where private business use has occurred. In Vanderbilt's case, equity has substantially exceeded relatively minor private business use, resulting in zero reported amounts on a net basis.
Form 990, Schedule K, Part III, Line 8a - 8cSale or Disposition of Bond-Financed Property: Vanderbilt University calculates the percentage of sale or disposition of bond-financed property by using all disposed property in the numerator without considering if the property was sold to a private organization or disposed of in the regular course of business. This provides for a more conservative calculation. The assets that have been disposed of consist of small equipment. No bond-financed buildings or large equipment have been sold. It is not Vanderbilt's policy to sell any bond-financed assets to a nongovernmental person other than a 501(c)(3) organization.
Form 990, Schedule K, Part III, Line 8bPercentage of Bond-Financed Property: Column A - Since a portion of series 2012D&E bonds refinanced series 2005A&B bonds, the portion of series 2005A&B bonds that have been disposed of is allocated to series 2012D&E bonds. Column B - Since a portion of series 2012A,B&C bonds refinanced series 2005A&B bonds, the portion of series 2005A&B bonds that have been disposed of is allocated to series 2012A,B&C bonds. Column C - Since a portion of series 2009A&B bonds refinanced series 2005A&B bonds, the portion of series 2005A&B bonds that have been disposed of is allocated to series 2009A&B bonds.

Schedule L IRS990ScheduleL

Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1See Part VBusinessNameLine1Txt

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp

Name Of Interested NameOfInterested

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1See Part VBusinessNameLine1Txt
FieldValueIRS element (for citing)
Sharing Of Revenues0SharingOfRevenuesInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule L, Part III(a) Name of interested person:Education assistance provided to four interested persons(b) Relationship between interested person and the organization:Employees, dependents, family members(c) Amount of assistance:$94,013(d) Type of assistance:Merit-based and need-based scholarships and awards(e) Purpose of assistance:Scholarships and awards to assist individuals fund education costs(a) Name interested person:Tuition assistance provided to three interested persons(b) Relationship between interested person and the organization:Employees and qualifying dependents of eligible employees(c) Amount of assistance:$117,653(d)Type of assistance:Tuition assistance(e) Purpose of assistance:Tuition to assist individuals fund education costs
Schedule L, Part IV(a) Name of Person: Andrea Birch(b)Relationship between interested person and Organization: Family member of trustee Adolpho A. Birch, III(c) Amount of transaction: $425,416(d) Description of transaction: Employment at Vanderbilt(e) Sharing of Organization revenues? = No(a) Name of Person: Gary Robert Kimball III(b)Relationship between interested person and Organization: Family member of trustee Carroll E. Kimball(c) Amount of transaction: $165,812(d) Description of transaction: Employment at Vanderbilt(e) Sharing of Organization revenues? = No(a) Name of Person: Stacey McCarty(b) Relationship between interested person and Organization: Family member of former officer Richard McCarty(c) Amount of transaction: $59,529(d) Description of transaction: Employment at Vanderbilt(e) Sharing of Organization revenues? = No(a) Name of Person: Gail P. Carr-Williams, JD(b) Relationship between interested person and Organization: Family member of current officer David Williams, II(c) Amount of transaction: $136,642(d) Description of transaction: Employment at Vanderbilt(e) Sharing of Organization revenues? = No

Schedule M IRS990ScheduleM

Works Of Art WorksOfArtGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution28ContributionCnt
Noncash Contributions Rpt F990$203,491NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMVMethodOfDeterminingRevenuesTxt

Books And Publications BooksAndPublicationsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Noncash Contributions Rpt F990$85,738NoncashContributionsRptF990Amt
Method Of Determining RevenuesVariousMethodOfDeterminingRevenuesTxt

Clothing And Household Goods ClothingAndHouseholdGoodsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Noncash Contributions Rpt F990$16,908NoncashContributionsRptF990Amt
Method Of Determining RevenuesSelling PriceMethodOfDeterminingRevenuesTxt

Boats And Planes BoatsAndPlanesGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Noncash Contributions Rpt F990$8,900NoncashContributionsRptF990Amt
Method Of Determining RevenuesOpinion of ExpertMethodOfDeterminingRevenuesTxt

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution367ContributionCnt
Noncash Contributions Rpt F990$21,473,101NoncashContributionsRptF990Amt
Method Of Determining RevenuesMarket QuoteMethodOfDeterminingRevenuesTxt

Collectibles CollectiblesGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution94ContributionCnt
Noncash Contributions Rpt F990$15,962NoncashContributionsRptF990Amt
Method Of Determining RevenuesVariousMethodOfDeterminingRevenuesTxt

Food Inventory FoodInventoryGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution69ContributionCnt
Noncash Contributions Rpt F990$11,914NoncashContributionsRptF990Amt
Method Of Determining RevenuesCostMethodOfDeterminingRevenuesTxt

Drugs And Medical Supplies DrugsAndMedicalSuppliesGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution27ContributionCnt
Noncash Contributions Rpt F990$54,059NoncashContributionsRptF990Amt
Method Of Determining RevenuesCostMethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp (3 entries)

Non Cash CheckboxNonCashCheckboxIndDescDescContributionContributionCntNoncash Contributions Rpt F990NoncashContributionsRptF990AmtMethod Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)Software1$3,107,493FMV
Yes (X)Archival Record1$744,975Opinion of Expert
Yes (X)Other & Auction153$30,978FMV
FieldValueIRS element (for citing)
Form8283 Received11Form8283ReceivedCnt
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (1)ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart I, Column (b):FormAndLineReferenceDesc
ExplanationExplanation: Number of contributions or items contributed: Vanderbilt University reports the number of contributions received throughout the year for each type of property listed. Schedule M, Part I, Line 26: - Types of property, other: This line includes written works, both published and unpublished by John L. Sigenthaler. Schedule M, Part I, Line 27: - Types of property, other: This line includes other donations and silent auction items for various fundraising events such as gift cards and tickets to performances and athletic events.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (10 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part III, line 3In accordance with the oversight and approval of applicable federal, state and local regulatory agencies, including the Office of the Tennessee Attorney General, On April 29, 2016, Vanderbilt University ("Vanderbilt") and Vanderbilt University Medical Center ("VUMC") became two separate legal entities. Vanderbilt transferred clinical services operations, post-graduate training programs, and clinical department research activities, along with the related assets and liabilities, to VUMC (EIN: 35-2528741), as a newly incorporated Tennessee non-profit corporation that is also federally exempt under IRC 501(c)(3) as a charitable medical facility described in IRC 170(b)(1)(A)(iii), effective on March 18, 2015, in an IRS ruling dated May 19, 2015 (the "Transaction"). Vanderbilt retained the medical educational and academic activities and remains the degree-granting institution for the Vanderbilt's School of Medicine, School of Nursing and clinical master's programs. Vanderbilt retains control of faculty affairs, graduate school PhD programs in the biomedical sciences, and research in basic science departments and related centers. As a separate legal entity, VUMC is not and will not be under common governance with or controlled by Vanderbilt nor will Vanderbilt be financially responsible for VUMC indebtedness. Following the Transaction, Vanderbilt will have an ongoing economic relationship with VUMC in the form of an Academic Affiliation Agreement, a Trademark Licensing Agreement, a Ground Lease, and a Master Service Agreement. Vanderbilt and VUMC maintain, and will at all times continue to maintain, a strong and close affiliation, reflecting the substantial degree to which each is dependent upon the other to perform its exempt functions and achieve its mission. This affiliation is embedded in the purpose clause of VUMC's Charter and is reflected in the ongoing relationship embodied in the Academic Affiliation Agreement, Trademark Licensing Agreement, Ground Lease, and Master Service Agreement between Vanderbilt and VUMC. Pursuant to the Transaction and for purposes of preparing Vanderbilt's audited financial statements, Vanderbilt classified the fiscal year 2016 VUMC assets and liabilities as held for sale and classified VUMC operating results to discontinued operations consistent with Accounting Standards Update 2014-08 (April 2008), Reporting Discontinued Operations and Disclosures of Disposals of Components of an Entity. Therefore, Vanderbilt's Financial Statements only present line item details for Vanderbilt's remaining activities and VUMC's pre-Transaction operating results are presented as a line item separate from revenues and expenses. Vanderbilt's Form 990 Core Form Parts VIII, IX, X, and XI, along with Schedule D ("Form 990 Financial Statements") are presented in a manner consistent with the Statement of Financial Position, Statement of Activities, and Statement of Cash Flows in Vanderbilt's audited financial statements. Therefore, Vanderbilt's Form 990 Financial Statements only present Vanderbilt's remaining activities and VUMC's pre-Transaction operating results are presented in Part XI as a component of "other changes in net assets or fund balances". Although Vanderbilt's Form 990 Financial Statements present only Vanderbilt's results of operations, Vanderbilt's Separate Form 990 Schedules (Schedules A - R, other than Schedule D) include all relevant VUMC pre-Transaction activities as noted in the supplemental information in the relevant schedules. The following table sets forth the components of discontinued operations: (in millions) Revenue: Health care services $2,543,322 Other $ 375,449 Total Revenue $2,918,771 Expenses: Salaries & benefits $1,550,915 Supplies & Other $1,136,550 Depreciation $ 37,711 Interest $ 28,904 Non-operating $ 17,435 Total Expense $2,771,515 Net from disc. ops. $ 147,256 Loss on disposal $ (317,856) Change in net assets $ (170,600)
Form 990, Part VI, Section A, line 2Brett Sweet, MBA, and David Williams, II, JD, LLM, MBA, are current officers of Vanderbilt University and both serve as Directors of Vanderbilt Legends Club, Inc. a wholly owned subsidiary of Vanderbilt Univeristy.
Form 990, Part VI, Section A, line 4- Eliminated all language pertaining to the Medical Center Affairs Committee - Modified language pertaining to provisions necessary to amend the organization's bylaws
Form 990, Part VI, Section B, line 11- Complete Copy of Form 990 to Governing Body: The Form 990 is prepared by Vanderbilt University and provided to PricewaterhouseCoopers, Vanderbilt University's independent accounting firm for review. After review by PricewaterhouseCoopers, Vanderbilt University provides a draft copy of the Form 990 and all required schedules for review to all General Officers, which includes the Chancellor and Chief Financial Officer. Once this review process is complete, all trustees are provided electronic access to the draft Form 990 and all required schedules for review. The final Form 990 and all required schedules are made available to the full Board of Trust for review via Boardbooks prior to the filing of the return.
Form 990, Part VI, Section B, line 12c- Conflict of Interest: Vanderbilt University requires that for any faculty or staff member disclosing a potential conflict of interest, the conflict be reviewed by the individual's manager, as well as by the conflict of interest and commitment management office or Vanderbilt University Medical Center faculty affairs office, and the reported conflict be managed, reduced, or eliminated. The manager is required to respond that any recommended management plan has been implemented or that the reported conflict no longer exists. For those conflicts in which Vanderbilt may have an institutional interest, those in which human subject research is performed, or those deemed unmanageable, the University Conflicts Committee reviews and determines appropriate actions. The University Conflicts Committee members are appointed by the chancellor and are made up of a faculty member representing each of the university schools, the vice chancellor for administration, the director of technology transfer, the director of the institutional review board, the assistant vice chancellor of internal audit, and the heads of research for both the university and medical center. The University Conflicts Committee is chaired by the vice chancellor for university affairs and athletics, general counsel, and secretary of the university. The University Conflicts Committee reports bi-annually to the Audit Committee of the Board of Trust the matters brought before the committee and the resulting actions. Board of Trust members and senior executive management of the university also must complete annual conflict of interest disclosures and management plans are developed to manage, reduce, or eliminate any potential conflicts of interest. Trustees are notified of their plans and the plans are thoroughly discussed with them to ensure compliance. Those with disclosed potential conflict of interest are presented to the Audit Committee of the board of trust, along with their respective management action plans, where applicable. Management plans may include restrictions on members such as recusing themselves during deliberations and decisions in which a potential conflict may exist, with the minutes of the meeting reflecting their recusal. Additionally, all members of the Vanderbilt community are required to disclose potential conflicts as they arise throughout the year. The same process noted above occurs for these disclosures.
Form 990, Part VI, Section B, line 15- Determining Compensation: - To ensure that Vanderbilt is paying reasonable total compensation, is not violating the private inurement prohibition, which requires that none of the organization's income or assets unreasonably benefit any of its trustees, officers, or key employees, and is in compliance with intermediate sanctions provisions with respect to the general officers, Vanderbilt's Board of Trust has designated a Compensation Committee made up of outside, independent, board members to review and recommend to the Executive Committee of the Board of Trust the total compensation annually for the general officers. The committee utilizes appropriate, nationally-recognized consulting firms to conduct market compensation analyses, provide expert information, and issue reasonableness opinions regarding comparative compensation norms, and to ensure compliance with all Internal Revenue Service rules concerning executive compensation, including the Internal Revenue Code provision related to intermediate sanctions, deferred compensation, and private inurement. The Compensation Committee reviews the executive compensation philosophy and affirms that it is in line with the Board's expectations. The compensation of the general officers is disclosed in the annual Form 990, which is available to the public in accordance with regulations section 301.6104(d)-1 through 3. Each year, the total compensation review and recommendations are recorded in the minutes of the Compensation Committee meetings. The approval of the recommendations is recorded in the Executive Committee meetings. The full Board is informed annually of the total compensation of the general officers during private session.
Form 990, Part VI, Section C, line 19- Policies Available to Public: - Vanderbilt University makes its governing documents available to the public through its Board of Trust website located at: http://www.vanderbilt.edu/boardoftrust. - Vanderbilt University makes its conflict of interest policy available to the public through its Compliance Program website located at: http://www.vanderbilt.edu/compliance. - Vanderbilt University makes its financial statements available to the public through its website located at: http://finance.vanderbilt.edu/report/.
Form 990, Part VII, Section A, Column (A)Continuation of Titles - Nicholas S. Zeppos, JD - Chancellor - Audrey Jane Anderson, JD - Vice Chancellor, General Counsel and University Secretary - Jeffrey R. Balser, MD, PHD - Vice Chancellor for Health Affairs; Dean, School of Medicine - Beth A. Fortune, MA - Vice Chancellor for Public Affairs - Anders W. Hall, MBA - Vice Chancellor for Investments and Chief Investment Officer - George C. Hill, PhD - Chief Diversity Officer and Vice Chancellor for Diversity, Equity and Inclusion (effective December 1, 2015) - Eric C. Kopstain, MBA - Vice Chancellor for Administration - John M. Lutz, AB - Vice Chancellor for Information Technology - Susie S. Stalcup, BBA, CFP - Vice Chancellor for Development and Alumni Relations - Brett C. Sweet, MBA - Vice Chancellor for Finance and Chief Financial Officer - Susan Wente, PhD - Provost and Vice Chancellor for Academic Affairs, Professor of Cell and Development Biology - David Williams, II, MA, MBA, JD, LLM - Vice Chancellor for Athletics and University Affairs and Athletics Director - Mitchell Edgeworth, MBA - CEO, Vanderbilt University Adult Hospital and Clinics (effective July 1, 2015) - Charles L. Gregory, MA, MBA, MHA - Assistant Vice Chancellor and CEO, Monroe Carell, Jr. Children's Hospital at Vanderbilt; Chief Business Development Officer - John F. Manning, Jr., PhD, MBA - Associate Vice Chancellor for Health Affairs and Chief Administrative Officer, Vanderbilt University Medical Center; Senior Associate Dean for Operations and Administration, School of Medicine - Charles W. Pinson, MD, MBA - Deputy Vice Chancellor for Health Affairs; Senior Associate Dean for Clinical Affairs - David Posch - Former Officer (CEO, Vanderbilt University Hospital); Terminated status as an officer effective June 30, 2015; Current Executive Vice President, Population Health - Derek Mason, BS - Head Football Coach - Michael J. McNamara, MD - Associate Professor of Clinical Orthopaedic Surgery and Rehabilitation - Kevin E. Stallings, MS - Head Men's Basketball Coach - Paul A. Thomas, MD - Associate Professor of Clinical Orthopaedic Surgery - Todd R. Wurth, MD - Assistant Professor of Clinical Orthaepedic Surgery - Richard C. McCarty, MS, PhD - Former Officer (Provost and Vice Chancellor for Academic Affairs); Terminated status as an officer effective July 1, 2014; Current Professor of Psychology
Form 990, Part IX, Line 24e, All Other Functional Expenses:Bad Debts: Program service expenses 190,198 Management and general expenses 0 Fundraising expenses 0 Total expenses 190,198 Total Other Expenses of Form 990, Part IX, Line 24e Col A 190,198
Form 990, Part XI, line 9:Change in net assets from discontinued operations -170,600,338. Change in net assets related to noncontrolling interests -27,898,130.

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp (8 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdTotal IncomeTotalIncomeAmtEnd Of Year AssetsEndOfYearAssetsAmtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Txt
Dore Capital LLC
2100 West End Ave Suite 1000NashvilleTN37203264337602InvestmentDE$0$0VU
Dore Capital Real Estate LLC
2100 West End Ave Suite 1000NashvilleTN37203264581498InvestmentDE$0$0VU
Vanderbilt Global Holdings LLC
2100 West End Ave Suite 750NashvilleTN37203463504785Holding CompanyTN$287$243,645VU
Vanderbilt Health Services LLC
2100 West End Ave Suite 750NashvilleTN37203621176354Holding CompanyTN$745,780$0VU
Friends in Global Health LLC
2100 West End Ave Suite 750NashvilleTN37203260170070Public HealthTN$13,193,707$0VHS
Vanderbilt-Wilson Radiation Oncology LLC
2100 West End Ave Suite 750NashvilleTN37203261241612InactiveTN$0$0VHS
Vanderbilt Health Affiliated Network LLC
2100 West End Ave Suite 750NashvilleTN37203461571024Clinical NetworkTN$8,255,865$0VHS
Star V Partners LLC
2100 West End Ave Suite 1000NashvilleTN37203InvestmentTN-$4,394,813$458,401,965VU

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationIndDirect Controlling NADirectControllingNACd
Vanderbilt Student Communications Inc
2301 Vanderbilt PlaceNashvilleTN37235237030713Support OrgTN501(c)(3)11-A-IVUYes (1)
Ingram Charitable Fund Inc
4400 Harding Road 9th FloorNashvilleTN37203581916504Support OrgTN501(c)(3)11D-III-O0N/A
Vanderbilt Home Care Services Inc
2120 Belcourt AvenueNashvilleTN37212621404948Home HealthTN501(c)(3)9VHSYes (1)
Vanderbilt Global Inc
2100 West End Ste 750NashvilleTN37203460888454Support OrgDE501(c)(3)11-A-IVGHYes (1)

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (13 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtPredominant Income TypePredominantIncomeTypeTxtShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtDisproportionate AllocationsDisproportionateAllocationsIndGeneral Or Managing PartnerGeneralOrManagingPartnerIndOwnershipOwnershipPct
Dore Capital LP
2100 West End Ste 1000NashvilleTN37203264337679InvestmentsDEVUExcluded$24,509,240$109,128,786Yes (1)Yes (1)0.60000
Dore Capital Real Estate LP
2100 West End Ste 1000NashvilleTN37203264581574InvestmentsDEVUUnrelated$13,952,956$66,181,010Yes (1)Yes (1)0.69460
Ambulatory Surgery Center of Cool Springs LLC
40 Burton Hills Blvd Ste 500NashvilleTN37215621809227Ambulatory SurgeryTNVHSRelated$777,038000.51020
New Light Imaging LLC
4525 Harding Road Suite 102NashvilleTN37205141895171Management ServicesTNVHSRelated$325,835000.66670
One Hundred Oaks Imaging LLC
4525 Harding Road Suite 102NashvilleTN37205263762022Diagnostic ImagingTNVISRelated$493,966000.80000
Springfield VIP Realty LLC
3319 West End Ave Ste 700NashvilleTN37203261237360Real EstateTNVUExcluded$12,441$438,3300Yes (1)0.49000
Vanderbilt Gateway Cancer Center GP
3319 West End Ave Ste 700NashvilleTN37203203844791Oncology ServicesDEVHSRelated$464,8120Yes (1)0.50000
Vanderbilt Imaging Services LLC (VIS)
1909 Acklen AvenueNashvilleTN37212621787098Radiology ServicesTNVHSRelated$2,142,350000.66670
Vanderbilt Stallworth Rehabilitation Hospital LP
3660 Grandview Parkway Ste 200BirminghamAL35243631077470Rehab ServicesTNVHSRelated-$649,933000.50000
VIP MidSouth LLC
3319 West End Ave Ste 700NashvilleTN37203621654580PracticesTNVIPRelated$213,310000.45180
Williamson Imaging LLC
2009 Mallory Lane Suite 150FranklinTN37067621855535Diag. ImagingTNVISRelated$1,051,442000.53340
Vanderbilt - Maury Radiation Oncology LLC
1031 22nd Ave South Suite B-1034NashvilleTN37232460757412Oncology ServicesTNVHSRelated$52,8850Yes (1)0.40000
Vanderbilt Health and Williamson Medical Center Clinics and Services
3319 West End Ave Ste 700NashvilleTN37203621864145Walk-in ClinicsTNVHSRelated$733,167000.51000

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (11 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEntity TypeEntityTypeTxtShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtOwnershipOwnershipPctControlled OrganizationControlledOrganizationIndAddress Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmProvince Or StateForeignAddress/ProvinceOrStateNmCountryForeignAddress/CountryCdLegal Domicile Foreign CountryLegalDomicileForeignCountryCdForeign PostalForeignAddress/ForeignPostalCd
Vanderbilt Legends Club Inc
1500 Legends Club LaneFranklinTN37069621429615Golf ClubTNVUC$7,086,782$18,834,1461.00000Yes (1)
Commodore Scottish Patron II LP
InvestmentsVUC-$666$8,057,9131.00000Yes (1)50 Lothian Road Festival SquareEdinburghScotlandUKUK
Emergent Pro Alia Fund Sub Fund Emergent African Land Fund
980600835InvestmentsVUC0.79600Yes (1)20 Boulevard Emmanuel ServaisLULUL-2535
Vanderbilt Integrated Providers (VIP)
3319 West End Ave Suite 700NashvilleTN37203621650124PracticesTNVHSC-$192,9331.00000Yes (1)
Pacific Harbor Special Holdings Ltd
InvestmentsVUC-$66,567$70,391,4751.00000Yes (1)PO Box 957 Offshore IncorporationsTortolaBritish Virgin IsVIVI
Vision Borda Da Serra Fund
InvestmentsVUC0.65250Yes (1)Intertrust Corporate Svcs CaymanGeorge TownCJCJKY1-9005
Vision Sao Domingos Fund
InvestmentsVUC0.52230Yes (1)Intertrust Corporate Svcs CaymanGeorge TownCJCJKY1-9005
(no name)
0
Charitable Remainder Trust (84)
Charitable TrustTNVUTYes (1)
Perpetual Trusts (5)
Charitable TrustTNVUTYes (1)
Charitable Lead Trusts (1)
Charitable TrustTNVUTYes (1)
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsYes (1)ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (1)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (1)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgYes (1)LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth OrgYes (1)RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgYes (1)RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgYes (1)PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (1)PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (1)ReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (1)TransferToOtherOrgInd
Transfer From Other OrgYes (1)TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (43 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
One Hundred Oaks Imaging LLC
A$352,026Fair Market Value
Vanderbilt Health and Williamson Medical Center Clinics and Services LLC
A$282,413Fair Market Value
Vanderbilt Legends Club Inc
A$910,073Fair Market Value
Vanderbilt Stallworth Rehabilitation Hospital LP
A$112,500Fair Market Value
Vanderbilt Student Communications Inc
A$54,787Fair Market Value
Vanderbilt Maury Radiation Oncology LLC
B$300,000Fair Market Value
Lead Trust (1)
C$87,400Fair Market Value
Vanderbilt Legends Club Inc
C$103,196Fair Market Value
Vanderbilt Legends Club Inc
D$7,448,131Fair Market Value
Vanderbilt Home Care Services Inc
J$97,536Fair Market Value
Vanderbilt Stallworth Rehabilitation Hospital LP
K$330,897Fair Market Value
Vanderbilt Gateway Cancer Center GP
L$627,562Fair Market Value
Vanderbilt Integrated Providers
L$53,028Fair Market Value
Vanderbilt Global Inc
L$140,000Fair Market Value
Vanderbilt Home Care Services Inc
L$392,405Fair Market Value
Vanderbilt Maury Radiation Oncology LLC
L$244,053Fair Market Value
Vanderbilt Home Care Services Inc
M$2,439,149Fair Market Value
New Light Imaging LLC
O$118,136Fair Market Value
Vanderbilt Home Care Services Inc
O$59,935Fair Market Value
Vanderbilt Health and Williamson Medical Center Clinics and Services LLC
O$6,787,416Fair Market Value
Vanderbilt Imaging Services LLC
O$320,851Fair Market Value
Vanderbilt Maury Radiation Oncology LLC
O$52,661Fair Market Value
Vanderbilt Legends Club Inc
P$111,879Fair Market Value
Ambulatory Surgery Center of Cool Springs LLC
Q$93,825Fair Market Value
VIP Midsouth LLC
Q$384,092
New Light Imaging LLC
Q$134,078Fair Market Value
One Hundred Oaks Imaging LLC
Q$196,759Fair Market Value
Vanderbilt Maury Radiation Oncology LLC
Q$133,511Fair Market Value
Vanderbilt Gateway Cancer Center GP
Q$175,400Fair Market Value
Vanderbilt Health and Williamson Medical Center Clinics and Services LLC
Q$1,989,880Fair Market Value
Vanderbilt Imaging Services LLC
Q$92,704Fair Market Value
Vanderbilt Stallworth Rehabilitation Hospital LP
Q$1,785,455Fair Market Value
Dore Capital LP
R$1,665,000Fair Market Value
Dore Capital LP
S$43,602,000Fair Market Value
Dore Capital Real Estate LP
S$11,850,000Fair Market Value
Charitable Remainder Trust (6)
S$2,386,866Fair Market Value
Perpetual Trusts (6)
S$591,181Fair Market Value
New Light Imaging LLC
S$768,870Fair Market Value
One Hundred Oaks Imaging LLC
S$917,942Fair Market Value
Vanderbilt Home Care Services Inc
S$2,079,227Fair Market Value
Vanderbilt Imaging Services LLC
S$5,094,368Fair Market Value
Vanderbilt Stallworth Rehabilitation Hospital LP
S$568,290Fair Market Value
Vanderbilt Global Inc
S$1,250,000Fair Market Value

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceForm 990, Schedule R, Part V, Column CFormAndLineReferenceDesc
ExplanationThe amounts reported are derived from the books and records of Vanderbilt University, which are maintained on an accrual basis in accordance with U.S. Generally Accepted Accounting Principles. Valuation of the amounts reported in Schedule R, Part V, Column C is consistent with the valuation reflected in the University's consolidated audited financial statements.ExplanationTxt