UNIVERSITY OF MIAMI: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY OF MIAMI (EIN 59-0624458)
- Tax period
- 2014-06-01 to 2015-05-31
- Filed
- 2016-04-06
- IRS object ID
- 201600979349300030
- Schema version
- 2014v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule E
- Schedule F
- Schedule G
- Schedule H
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-04-06T15:18:15-05:00 | ReturnTs |
| Tax Period End | 2015-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 135565207 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 North Greene Street Suite 400 | AddressLine1Txt |
| City | Greensboro | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 590624458 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | University of Miami | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIV | BusinessNameControlTxt |
| Phone | 3052844877 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 248106 | AddressLine1Txt |
| City | Coral Gables | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 331242912 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Joseph T Natoli | PersonNm |
| Person Title | Senior VP & CFO | PersonTitleTxt |
| Phone | 3052843800 | PhoneNum |
| Signature | 2016-04-05 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Allison H Franklin | PreparerPersonNm |
| PTIN | P00448640 | PTIN |
| Phone | 3362753394 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-08-17 19:52:53Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Julio Frenk | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1252 Memorial Dr Rm 230 | AddressLine1Txt |
| City | CG | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33146 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $3,757,493,392 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.MIAMI.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1925 | FormationYr |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Activity Or Mission | The University of Miami's mission is to educate and nurture students, to create knowledge through its comprehensive research programs, and to provide patient care services to our community and beyond. | ActivityOrMissionDesc |
| Voting Members Governing Body | 66 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 59 | VotingMembersIndependentCnt |
| Total Employee | 23985 | TotalEmployeeCnt |
| Total Volunteers | 1003 | TotalVolunteersCnt |
| Total Gross UBI | $7,447,795 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $1,574,345 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $645,431,640 | PYContributionsGrantsAmt |
| CY Contributions Grants | $695,504,873 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,284,232,891 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $2,438,916,697 | CYProgramServiceRevenueAmt |
| PY Investment Income | $61,037,750 | PYInvestmentIncomeAmt |
| CY Investment Income | $106,929,658 | CYInvestmentIncomeAmt |
| PY Other Revenue | $9,988,334 | PYOtherRevenueAmt |
| CY Other Revenue | $18,584,268 | CYOtherRevenueAmt |
| PY Total Revenue | $3,000,690,615 | PYTotalRevenueAmt |
| CY Total Revenue | $3,259,935,496 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $420,236,626 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $420,640,246 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,494,370,838 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,596,878,935 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $414,944 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $547,690 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $24,449,458 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,008,145,641 | PYOtherExpensesAmt |
| CY Other Expenses | $1,053,781,348 | CYOtherExpensesAmt |
| PY Total Expenses | $2,923,168,049 | PYTotalExpensesAmt |
| CY Total Expenses | $3,071,848,219 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $77,522,566 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $188,087,277 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $3,438,736,549 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,621,404,251 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,705,131,403 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,810,868,250 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,733,605,146 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,810,536,001 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | See Form 990, Part I, Line 1, Description of Organization Mission. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,032,362,601 | ExpenseAmt |
| Grant | $367,162,791 | GrantAmt |
| Revenue | $757,807,091 | RevenueAmt |
| Desc | See Schedule OInstruction, academic support, student services:The University of Miami (UM) is a private not-for-profit institution with more than 16,000 students. The University's 11 colleges and schools offer the following degree options: 116 undergraduate, 105 masters, and 63 doctoral (59 research/scholarship and 4 professional practice).The School of Architecture, founded in 1983, offers accredited professional undergraduate and graduate degrees in architecture and several post-professional graduate degrees. Programs include the professional Bachelor of Architecture (B.Arch) and the Master of Architecture (M.Arch); the post-professional Master of Science in Architecture in 5 tracks; the Master of Urban Design (M.U.D); and the Master of Real Estate Development and Urbanism (MRED+U), an interdisciplinary one-year graduate program that draws on the real-life experience of Developers-in-Residence and faculty support from the Schools of Business Administration and Law as well as Architecture. In 2012, the School appeared for the first time among the top twenty architecture programs in the Design Intelligence annual survey.The College of Arts and Sciences enrolls over 4,100 undergraduate and 600 graduate students in 20 departments and 10 interdisciplinary programs. Sixteen departments offer graduate degrees in the fine arts, natural sciences, humanities, and social sciences.The College of Engineering comprises five departments that offer degrees in aerospace, architectural, biomedical, civil, computer, electrical, environmental, industrial, and mechanical engineering, as well as engineering science. The College of Engineering offers a five-year B.S./M.S. degree program for our undergraduates, as well as traditional master's and doctoral degrees in a number of disciplines, with several specializations in each field of study. Consistent with the tradition of collaboration among the University of Miami schools and colleges, engineering students participate in a number of interdisciplinary programs, including partnerships between the biomedical engineering program and the School of Medicine (premedical concentration); the architectural engineering program and the School of Architecture; the audio engineering program and the School of Music; and the industrial engineering program and the School of Business Administration. Consisting of over 1,100 undergraduate students and over 230 graduate students, the College boasts an impressively diverse student body, consisting of students from 45 different countries including 29% Hispanic and 7% Black. Females represent 28% of the students (compared to an 18% national average, according to the most recent statistics from the American Society for Engineering Education).The School of Law presently enrolls nearly 1,070 candidates for either J.D., LL.M. or dual degrees, and has over 20,000 alumni worldwide. The J.D. program enrolls approximately 935 students from more than 120 colleges and universities throughout the United States. Of the entering J.D. students, approximately 50% are women, 41% are members of minority groups, and 44% are from outside Florida. Close to 61% speak more than one language. The School offers graduate programs in International Law (specializations in Inter-American Law, General International Law, and U.S. and Transnational Law for Foreign Lawyers), International Arbitration, Ocean and Coastal Law, Entertainment, Art and Sports, Taxation, Taxation of Cross Border Investments, Estate Planning, and Real Property Development, the latter 2 offer courses online as well as on-campus. The graduate program in International Law and its three different specializations enroll over 45 foreign lawyers from nearly 20 nations. The School also offers several joint degree programs. It is the only law school to offer a J.D./Master's in Music Business, in addition to J.D./M.B.A., J.D./M.P.S. in Marine Affairs, J.D./M.P.H. in Public Health, J.D./M.A. in Law and Communications, J.D./M.D., J.D./M.P.A. in Public Administration, J.D./LL.M. in Tax, International Law, Ocean and Coastal Law, Estate Planning or Real Property Development, and a J.D./M.B.A./LL.M. in Tax, Real Property Development or Estate Planning. The School is regularly ranked among the top law schools by U.S. News and World Report for Tax Programs, and its alumni are regularly featured in Super Lawyers Magazine.The Leonard M. Miller School of Medicine has grown rapidly in both size and reputation, earning international acclaim for research, clinical care, and biomedical innovations. The school has more than 1,400 full-time clinical and basic science faculty members and an additional 1,500 professionals from the community serving as voluntary faculty in various departments. Along with the M.D. degree, the school offers two specialized B.S./M.D. programs, a combined M.D./Ph.D. program, an M.D./M.B.A. program, a 4-year and a 5-year M.D./M.P.H. program and 4-year M.D./M.S. in Genomic Medicine, a six-year M.D./J.D. program, graduate degrees in ten areas, postdoctoral programs, and continuing medical education courses. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $329,919,398 | ExpenseAmt |
| Grant | $30,032,789 | GrantAmt |
| Revenue | $102,079,168 | RevenueAmt |
| Desc | See Schedule OResearch and Public Service:UM has been classified by the Carnegie Commission as a Very High Research University. The School of Architecture's areas of focus include the Internet of Things, smart cities, digital fabrication, new urbanism, classical and traditional architecture, and contemporary modernism. They also include health and the built environment, with health care design studios and courses and a continuing research partnership with faculty in the Miller School of Medicine; tropical and subtropical coastal design, building on faculty experience in locations such as Santo Domingo, Mumbai, Cape Town, and Barranquilla.The College of Arts and Sciences provides numerous community outreach activities, including student musical theatre and drama productions at the Jerry Herman Ring Theatre and Alvin Sherman Family Stage; student, faculty, and visiting artist exhibitions in the College of Arts and Sciences Gallery and the Project Space in the design district of downtown Miami; lectures and other educational programs sponsored by the Center for the Humanities; volunteer activities in the public schools, hospitals and community clinics for developmentally disabled children; technology workshops for Miami-Dade public school teachers sponsored by the Department of Modern Languages Laboratory; and a series of programs, hosted by several departments and funded by various federal agencies and private foundations, to enhance the diversity of students pursuing scientific careers through research opportunities for pre-college and undergraduate students; and career development opportunities for high-school and community-college faculty.The School of Law offers two externship programs and foreign exchange programs in Argentina, Belgium, Brazil, China, Colombia, France, Germany, Ireland, Israel, Spain, and Switzerland. The School's award-winning clinics, currently ten focusing on different areas of the law, offer exceptional training grounds and give students practical, hands-on lawyering while also helping needy and underrepresented individuals. The School is also home to LawWithoutWalls (LWOW), an innovative academic model that brings together students, faculty, practitioners, and entrepreneurs from around the country and the world to explore innovation in legal education and practice.The Rosenstiel School of Marine & Atmospheric Science is one of the leading oceanographic research and education institutions in the nation. Known originally as the University's marine laboratory, it was founded in 1943. It evolved into the Institute for Marine Science in 1961, and eight years later became the Rosenstiel School of Marine & Atmospheric Science (RSMAS) within the University of Miami. The Virginia Key campus has grown to include modern research and teaching facilities, a dedicated academic library, and an internationally recognized Marine Invertebrate Museum. RSMAS also operates a state-of-the-art 96-foot catamaran research vessel, the F.G. Walton Smith, and pioneered the first-ever marine and atmospheric laboratory aboard a cruise ship, Royal Caribbean Cruise Lines' Explorer of the Seas. CSTARS (Center for Southeastern Tropical Advanced Remote Sensing), located on the Richmond campus in south Miami-Dade county was launched in 2003, and conducts research with remotely sensed data received from earth-orbiting satellite systems. This state-of-the-art real-time reception and analysis facility provides data for environmental monitoring from 16 commercial satellites, available 24/7. The predictive power concentrated on this 78-acre campus is helping to provide vital, life-saving information regarding earthquakes, hurricanes, typhoons, freak waves and other natural and manmade disasters, including monitoring of the earthquakes in Haiti and Chile, and the Deepwater Horizon oil spill.The Leonard M. Miller School of Medicine has been designated a Center for AIDS Research (CFAR), the only such center in Florida, and is leading the University's prestigious Clinical and Translational Science Institute (CTSI), awarded by the NIH. Other clinical and research programs include the John P. Hussman Institute for Human Genomics, the Interdisciplinary Stem Cell Institute, the Dr. John T. Macdonald Foundation Biomedical Nanotechnology Institute, the Miami Transplant Institute, The Miami Project to Cure Paralysis, the Diabetes Research Institute, the Mailman Center for Child Development, and many more. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,199,552,345 | ExpenseAmt |
| Grant | $17,122 | GrantAmt |
| Revenue | $1,469,196,957 | RevenueAmt |
| Desc | See Schedule OHealth Care:Located north of downtown Miami near the Civic Center in the Miami Health District, the Leonard M. Miller School of Medicine's campus consists of approximately 72-acres of owned and leased land within the 153-acre University of Miami/Jackson Memorial Medical Center complex. Each year the University of Miami Health System's nearly 1,000 physicians have nearly two million scheduled patient encounters and represent more than 100 medical specialties and sub-specialties. University of Miami Hospital is the flagship hospital of the University of Miami Health System (UHealth). The University also owns two other hospitals: Sylvester Comprehensive Cancer Center/UMHC - University of Miami Hospital & Clinics and Anne Bates Leach Eye Hospital, home of Bascom Palmer Eye Institute. For the twelfth year in a row, Bascom Palmer was named the number one eye hospital in the country by U.S. News & World Report in its annual "America's Best Hospitals" issue. Three additional specialties were rated high-performing. Seven pediatric specialties made the list of "America's Best Children's Hospitals." In addition to the three University-owned hospitals, there are also three primary hospitals affiliated with UHealth: Jackson Memorial Hospital, the primary teaching hospital for the medical school; Holtz Children's Hospital; and the Miami VA Healthcare System. There are also more than a dozen outpatient clinics across Miami-Dade, Broward, Palm Beach, and Collier counties including multi-disciplinary clinics at UHealth at Kendall and UHealth at Plantation. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $245,113,566 | ExpenseAmt |
| Grant | $23,427,544 | GrantAmt |
| Revenue | $235,751,287 | RevenueAmt |
| Desc | Expenses primarily represent auxiliary enterprises, including intercollegiate athletics, parking, student housing and student dining. Other program services revenues primarily represent auxiliary enterprises revenue, investment income, and investment losses. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $245,113,566 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $23,427,544 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $235,751,287 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $2,806,947,910 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (1) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (1) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | Yes (1) | OperateHospitalInd |
| Audited Financial Stmt Att | Yes (1) | AuditedFinancialStmtAttInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | Yes (1) | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | Yes (1) | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (1) | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 24932 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 23985 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | BD | ForeignCountryCd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | Yes (1) | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 2 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Form1098 C Filed | 0 | Form1098CFiledInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 66 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 59 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Gabriel G Eszterhas Associate VP & Controller | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3052844877 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1320 S Dixie Highway Suite 150 | AddressLine1Txt |
| City | Coral Gables | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 331462912 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (95 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|
| Leonard Abess | ||||||||
| Trustee | 20.00 | Yes (X) | $0 | $0 | $0 | |||
| Stuart A Miller | ||||||||
| Trustee & Chair | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| Wayne E Chaplin | ||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| William L Morrison | ||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Aaron S Podhurst | ||||||||
| Trustee | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| Albert Vara | ||||||||
| Trustee | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Alex E Rodriguez | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Alfred R Camner | ||||||||
| Trustee | 4.00 | Yes (X) | $0 | $0 | $0 | |||
| Allan M Herbert | ||||||||
| Trustee | 20.00 | Yes (X) | $0 | $0 | $0 | |||
| Arthur H Hertz | ||||||||
| Trustee | 10.00 | Yes (X) | $0 | $0 | $0 | |||
| Arva Parks McCabe | ||||||||
| Trustee | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| Barbara Hecht Havenick | ||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Bernard J Kosar Jr | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Betty G Amos | ||||||||
| Trustee | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| Brenda Yester Baty | ||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Carlos M de la Cruz Sr | ||||||||
| Trustee | 4.00 | Yes (X) | $0 | $0 | $0 | |||
| Carlos M Gutierrez | ||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Charles E Cobb | ||||||||
| Trustee | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| David Kraslow | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| David L Epstein | ||||||||
| Trustee | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| David R Weaver | ||||||||
| Trustee | 10.00 | Yes (X) | $0 | $0 | $0 | |||
| Doyle Beneby | ||||||||
| Trustee | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| E Roe Stamps IV | ||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Fred Berens | ||||||||
| Trustee | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| G Ed Williamson | ||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| George Feldenkreis | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| HT Smith Jr | ||||||||
| Trustee | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| Edward A Dauer | ||||||||
| Trustee / Faculty Member | 40.00 | Yes (X) | $89,542 | $0 | $27,679 | |||
| Hilarie Bass | ||||||||
| Trustee & Vice Chair | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Jayne Sylvester Malfitano | ||||||||
| Trustee | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| Joaquin F Blaya | ||||||||
| Trustee | 7.00 | Yes (X) | $0 | $0 | $0 | |||
| John E Calles | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Jon Batchelor | ||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Jorge M Perez | ||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Jose P Bared | ||||||||
| Trustee | 4.00 | Yes (X) | $0 | $0 | $0 | |||
| Joseph Echevarria | ||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Judi Prokop Newman | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Laurie S Silvers | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Lois Pope | ||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| M Anthony Burns | ||||||||
| Trustee | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| Manuel Kadre | ||||||||
| Trustee | 4.00 | Yes (X) | $0 | $0 | $0 | |||
| Marc Buoniconti | ||||||||
| Trustee | 10.00 | Yes (X) | $0 | $0 | $0 | |||
| Marilyn J Holifield | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Michael I Abrams | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Michael Piechoski | ||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Nicholas A Buoniconti | ||||||||
| Trustee | 10.00 | Yes (X) | $0 | $0 | $0 | |||
| Patricia W Toppel | ||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Paul J DiMare | ||||||||
| Trustee | 4.00 | Yes (X) | $0 | $0 | $0 | |||
| Phillip Frost | ||||||||
| Trustee | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Phillip T George | ||||||||
| Trustee | 4.00 | Yes (X) | $0 | $0 | $0 | |||
| Richard D Fain | ||||||||
| Trustee & Vice Chair | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Robert A Mann | ||||||||
| Trustee | 10.00 | Yes (X) | $0 | $0 | $0 | |||
| Ronald G Stone | ||||||||
| Trustee | 10.00 | Yes (X) | $0 | $0 | $0 | |||
| Rose Ellen Greene | ||||||||
| Trustee | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Stanley H Arkin | ||||||||
| Trustee | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Steven J Green | ||||||||
| Trustee | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Steven J Saiontz | ||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Steven Sonberg | ||||||||
| Trustee | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| Thelma VA Gibson | ||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Thomas D Wood | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Tracey Berkowitz | ||||||||
| Trustee | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| Alfred A Bunge | ||||||||
| Trustee | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Susan Lytle Lipton | ||||||||
| Trustee | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Daniela Lorenzo | ||||||||
| Trustee | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Amy Halpern | ||||||||
| Trustee | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Donna E Shalala | ||||||||
| President | 80.00 | Yes (X) | $1,206,598 | $0 | $380,846 | Yes (X) | ||
| Thomas J LeBlanc | ||||||||
| Executive VP & Provost | 50.00 | $789,298 | $0 | $36,678 | Yes (X) | |||
| P Goldschmidt-Clermont | ||||||||
| Sr VP Medical Affairs-Dean Sch Med | 90.00 | $1,277,879 | $0 | $76,969 | Yes (X) | |||
| Joseph T Natoli | ||||||||
| Sr VP Business & Finance and CFO | 70.00 | $1,283,889 | $0 | $36,106 | Yes (X) | |||
| Sergio M Gonzalez | ||||||||
| Sr VP, Advancement & External Affair | 50.00 | $656,123 | $0 | $97,009 | Yes (X) | |||
| John G Haller | ||||||||
| VP, Enrollment Management | 1.00 | $166,297 | $0 | $5,240 | Yes (X) | |||
| John R Shipley | ||||||||
| VP & Treasurer | 55.00 | $418,610 | $0 | $38,860 | Yes (X) | |||
| Rodolfo Fernandez | ||||||||
| VP for Government Affairs | 55.00 | $258,363 | $0 | $74,079 | Yes (X) | |||
| Larry D Marbert | ||||||||
| VP for Real Estate & Facilities | 65.00 | $394,146 | $0 | $26,404 | Yes (X) | |||
| Jacqueline R Menendez | ||||||||
| VP for University Communications | 60.00 | $304,355 | $0 | $65,266 | Yes (X) | |||
| Aileen M Ugalde | ||||||||
| VP, General Counsel, University Sec | 60.00 | $573,451 | $0 | $44,108 | Yes (X) | |||
| Patricia A Whitely | ||||||||
| VP for Student Affairs | 75.00 | $412,868 | $0 | $55,023 | Yes (X) | |||
| Nerissa Morris | ||||||||
| VP for Human Resources | 65.00 | $432,049 | $0 | $26,773 | Yes (X) | |||
| Leslie Dellinger Aceituno | ||||||||
| Assistant University Secretary | 60.00 | $111,215 | $0 | $26,315 | Yes (X) | |||
| Stephen Cawley | ||||||||
| VP for Information Technology | 80.00 | $437,430 | $0 | $28,961 | Yes (X) | |||
| Mark Diaz | ||||||||
| VP of Budget and Planning | 70.00 | $824,087 | $0 | $57,133 | Yes (X) | |||
| Rudolph Rudy Green | ||||||||
| VP & Chief Compliance Officer | 60.00 | $301,661 | $0 | $44,957 | Yes (X) | |||
| Alfred J Golden | ||||||||
| Head Coach, Football | 84.00 | $2,691,066 | $0 | $36,237 | Yes (X) | |||
| James J Larranaga | ||||||||
| Head Coach, Basketball | 80.00 | $1,295,327 | $0 | $44,231 | Yes (X) | |||
| Nestor de la Cruz-Munoz | ||||||||
| Associate Professor Dept of Surgery | 60.00 | $1,478,424 | $0 | $34,889 | Yes (X) | |||
| Dipen J Parekh | ||||||||
| Professor, Urology | 80.00 | $1,102,135 | $0 | $35,137 | Yes (X) | |||
| Lee D Kaplan | ||||||||
| Professor, Orthopaedics | 71.00 | $1,483,566 | $0 | $40,586 | Yes (X) | |||
| Theresa L Ashman fmr | ||||||||
| Associate VP & Controller | 60.00 | $264,590 | $0 | $33,863 | Yes (X) | |||
| David A Lubarsky fmr | ||||||||
| Chief Med & System Integration Offcr | 80.00 | $1,138,076 | $0 | $60,794 | Yes (X) | |||
| Alan S Livingstone MDfmr | ||||||||
| Chief Exec, UHealth Clinical | 90.00 | $865,696 | $0 | $34,589 | Yes (X) | |||
| Steven Falcone fmr | ||||||||
| Chief Executive, UHealth Clinical | 70.00 | $712,913 | $0 | $84,534 | Yes (X) | |||
| John Sory fmr | ||||||||
| Chief Exec,UHealth Regional Alliance | 62.00 | $441,226 | $0 | $40,718 | Yes (X) | |||
| Daniel J Snyder fmr | ||||||||
| CEO, Univ of Miami Hospital | 80.00 | $230,929 | $0 | $1,282 | Yes (X) | |||
| Richard Ballard fmr | ||||||||
| CEO, Univ of Miami Hosp & Clinics | 48.00 | $416,479 | $0 | $35,977 | Yes (X) | |||
| Michael Gittelman fmr | ||||||||
| CEO, Anne Bates Leach Eye Hospital | 60.00 | $368,406 | $0 | $34,325 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $22,426,694 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,665,568 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2321 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Arellano Construction Co | |||||
| 7255 NW 19 St Suite B | Miami | FL | 33126 | Construction Services | $12,308,152 |
| Skanska USA Building Inc | |||||
| 4950 W Kennedy Blvd Suite 600 | Tampa | FL | 33609 | Construction Services | $10,330,463 |
| DTZ Inc | |||||
| 275 Grove St Suite 3-200 | Auburndale | MA | 02466 | Facilities Operations | $9,494,751 |
| GCA Education Services Inc | |||||
| 4702 Western Ave Suite 101 | Knoxville | TN | 37921 | Maintenance & Repair Services | $8,880,048 |
| Chartwells | |||||
| PO Box 50196 | Los Angeles | CA | 90074 | Food Services | $8,579,554 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 487 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $1,002,200 | FederatedCampaignsAmt |
| Fundraising | $2,464,900 | FundraisingAmt |
| Government Grants | $409,074,165 | GovernmentGrantsAmt |
| All Other Contributions | $282,963,608 | AllOtherContributionsAmt |
| Noncash Contributions | $16,224,350 | NoncashContributionsAmt |
| Total Contributions | $695,504,873 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| Hospitals and Clinics | 900099 | $1,052,074,830 | $1,052,074,830 | ||
| Tuition and Fees | 900099 | $701,834,405 | $701,834,405 | ||
| Medical Prof Practice | 900099 | $386,070,643 | $385,358,185 | $712,458 | |
| Local Grants and Contr | 900099 | $142,487,878 | $142,487,878 | ||
| Auxiliary Enterprises | 900099 | $126,886,918 | $54,329,308 | $3,757,995 | $68,799,615 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $29,562,023 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $28,211,740 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $1,350,283 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $2,438,916,697 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $20,393,874 | TotalRevenueColumnAmt |
| Exclusion | $20,393,874 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,991,793 | TotalRevenueColumnAmt |
| Exclusion | $8,991,793 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $7,969,834 | RealAmt |
| Personal | $2,056 | PersonalAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $2,864,184 | RealAmt |
| Personal | $387 | PersonalAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $5,105,650 | RealAmt |
| Personal | $1,669 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,107,319 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $1,669 | UnrelatedBusinessRevenueAmt |
| Exclusion | $5,105,650 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $557,770,089 | SecuritiesAmt |
| Other | $22,404,161 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $475,320,970 | SecuritiesAmt |
| Other | $18,317,496 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $82,449,119 | SecuritiesAmt |
| Other | $4,086,665 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $86,535,784 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $1,534,867 | UnrelatedBusinessRevenueAmt |
| Exclusion | $85,000,917 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $359,471 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $2,464,900 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $1,051,657 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$692,186 | TotalRevenueColumnAmt |
| Exclusion | -$692,186 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $5,151 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $3,202 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,949 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $1,949 | UnrelatedBusinessRevenueAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|
| Advertising | 541800 | $47,574 | $47,574 |
| Other Revenue | 531390 | $41,000 | $41,000 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,086,819 | TotalRevenueColumnAmt |
| Exclusion | $5,086,819 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $5,175,393 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,259,935,496 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,364,296,346 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $7,447,795 | UnrelatedBusinessRevenueAmt |
| Exclusion | $192,686,482 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,681,459 | TotalAmt |
| Program Services | $28,681,459 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $387,166,661 | TotalAmt |
| Program Services | $387,166,661 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,792,126 | TotalAmt |
| Program Services | $4,792,126 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,543,660 | TotalAmt |
| Program Services | $1,645,759 | ProgramServicesAmt |
| Management And General | $14,302,033 | ManagementAndGeneralAmt |
| Fundraising | $2,595,868 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,203,093,317 | TotalAmt |
| Program Services | $1,096,961,825 | ProgramServicesAmt |
| Management And General | $94,005,468 | ManagementAndGeneralAmt |
| Fundraising | $12,126,024 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $93,808,829 | TotalAmt |
| Program Services | $86,681,172 | ProgramServicesAmt |
| Management And General | $5,994,170 | ManagementAndGeneralAmt |
| Fundraising | $1,133,487 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $207,345,995 | TotalAmt |
| Program Services | $155,658,847 | ProgramServicesAmt |
| Management And General | $49,003,968 | ManagementAndGeneralAmt |
| Fundraising | $2,683,180 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $74,087,134 | TotalAmt |
| Program Services | $66,838,512 | ProgramServicesAmt |
| Management And General | $6,176,567 | ManagementAndGeneralAmt |
| Fundraising | $1,072,055 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,389,933 | TotalAmt |
| Program Services | $429,686 | ProgramServicesAmt |
| Management And General | $5,960,247 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $808,012 | TotalAmt |
| Program Services | $6,365 | ProgramServicesAmt |
| Management And General | $801,647 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $263,184 | TotalAmt |
| Management And General | $263,184 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $547,690 | TotalAmt |
| Fundraising | $547,690 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,826,069 | TotalAmt |
| Program Services | $9,826,069 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $195,781,684 | TotalAmt |
| Program Services | $163,186,454 | ProgramServicesAmt |
| Management And General | $31,903,700 | ManagementAndGeneralAmt |
| Fundraising | $691,530 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,979,651 | TotalAmt |
| Program Services | $12,539,109 | ProgramServicesAmt |
| Management And General | $316,168 | ManagementAndGeneralAmt |
| Fundraising | $124,374 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $69,813,112 | TotalAmt |
| Program Services | $64,102,214 | ProgramServicesAmt |
| Management And General | $4,754,527 | ManagementAndGeneralAmt |
| Fundraising | $956,371 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,703,476 | TotalAmt |
| Program Services | $17,885,607 | ProgramServicesAmt |
| Management And General | $3,817,869 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,287,477 | TotalAmt |
| Program Services | $1,287,477 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $118,213,333 | TotalAmt |
| Program Services | $111,452,704 | ProgramServicesAmt |
| Management And General | $6,517,948 | ManagementAndGeneralAmt |
| Fundraising | $242,681 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,525,815 | TotalAmt |
| Program Services | $24,282,528 | ProgramServicesAmt |
| Management And General | $841,352 | ManagementAndGeneralAmt |
| Fundraising | $401,935 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,088,314 | TotalAmt |
| Program Services | $18,871,539 | ProgramServicesAmt |
| Management And General | $1,728,769 | ManagementAndGeneralAmt |
| Fundraising | $1,488,006 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,182,729 | TotalAmt |
| Program Services | $35,794,096 | ProgramServicesAmt |
| Management And General | $1,388,633 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $131,381,974 | TotalAmt |
| Program Services | $125,597,451 | ProgramServicesAmt |
| Management And General | $5,784,523 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,447,468 | TotalAmt |
| Program Services | $41,084,238 | ProgramServicesAmt |
| Management And General | $2,361,808 | ManagementAndGeneralAmt |
| Fundraising | $1,422 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Medical Supplies | $293,214,777 | $293,214,777 | ||
| Miscellaneous | $62,765,890 | $58,961,235 | $3,419,820 | $384,835 |
| UBIT Income Tax | $1,108,450 | $1,108,450 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,071,848,219 | TotalAmt |
| Program Services | $2,806,947,910 | ProgramServicesAmt |
| Management And General | $240,450,851 | ManagementAndGeneralAmt |
| Fundraising | $24,449,458 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,239,296 | BOYAmt |
| EOY | $39,411,303 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $73,018,005 | BOYAmt |
| EOY | $124,293,702 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $137,095,993 | BOYAmt |
| EOY | $199,507,271 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $274,209,883 | BOYAmt |
| EOY | $309,391,795 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $64,595,310 | BOYAmt |
| EOY | $60,083,569 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,482,052 | BOYAmt |
| EOY | $25,679,360 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,932,111 | BOYAmt |
| EOY | $34,440,870 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $3,072,423,485 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,408,287,859 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,591,940,201 | BOYAmt |
| EOY | $1,664,135,626 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $177,526,956 | BOYAmt |
| EOY | $124,016,412 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $957,937,805 | BOYAmt |
| EOY | $976,560,029 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,127,000 | BOYAmt |
| EOY | $1,127,000 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $77,631,937 | BOYAmt |
| EOY | $62,757,314 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,438,736,549 | BOYAmt |
| EOY | $3,621,404,251 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $176,324,098 | BOYAmt |
| EOY | $227,361,414 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $73,562,699 | BOYAmt |
| EOY | $106,770,424 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $794,544,555 | BOYAmt |
| EOY | $781,596,843 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $109,543,929 | BOYAmt |
| EOY | $169,311,900 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $551,156,122 | BOYAmt |
| EOY | $525,827,669 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,705,131,403 | BOYAmt |
| EOY | $1,810,868,250 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $874,065,032 | BOYAmt |
| EOY | $857,247,413 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $416,287,211 | BOYAmt |
| EOY | $474,873,295 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $443,252,903 | BOYAmt |
| EOY | $478,415,293 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,733,605,146 | BOYAmt |
| EOY | $1,810,536,001 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,438,736,549 | BOYAmt |
| EOY | $3,621,404,251 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $188,087,277 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$57,722,872 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$53,433,550 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $668,320,066 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $664,112,561 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $665,082,826 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $645,431,640 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $695,504,873 | CurrentTaxYearAmt |
| Total | $3,338,451,966 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $668,320,066 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $664,112,561 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $665,082,826 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $645,431,640 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $695,504,873 | CurrentTaxYearAmt |
| Total | $3,338,451,966 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $3,338,451,966 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $61,014,907 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $62,841,566 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $67,787,860 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $70,328,911 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $118,800,048 | CurrentTaxYearAmt |
| Total | $380,773,292 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,084,829 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,083,998 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,555,052 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,151,702 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,574,344 | CurrentTaxYearAmt |
| Total | $6,449,925 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $3,725,675,183 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $11,013,324,346 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.89610 | PublicSupportCY170Pct |
| Public Support PY170 | 0.90670 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $263,184 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $263,184 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $3,065,964,107 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $3,066,227,291 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $4,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $300,005 | CurrentYearMinus3Amt |
| Current Year Minus2 | $301,917 | CurrentYearMinus2Amt |
| Current Year Minus1 | $273,233 | CurrentYearMinus1Amt |
| Current Year | $263,184 | CurrentYearAmt |
| Total | $1,138,339 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $1,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | $671,850 | RevenuesIncludedAmt |
| Assets Included | $55,723,592 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Coll Used Loan Or Exch Prog | Yes (X) | CollUsedLoanOrExchProgInd |
Collection Used Other Purposes CollectionUsedOtherPurposesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Other Purposes | Yes (X) | CollectionUsedOtherPurposesInd |
| Other Purposes | public ed & outreach programs | OtherPurposesDesc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $865,434,666 | BeginningYearBalanceAmt |
| Contributions | $32,562,542 | ContributionsAmt |
| Investment Earnings Or Losses | $26,787,748 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | -$6,981,057 | GrantsOrScholarshipsAmt |
| Other Expenditures | -$30,474,584 | OtherExpendituresAmt |
| End Year Balance | $887,329,315 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $777,946,842 | BeginningYearBalanceAmt |
| Contributions | $25,884,017 | ContributionsAmt |
| Investment Earnings Or Losses | $96,424,339 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | -$6,545,053 | GrantsOrScholarshipsAmt |
| Other Expenditures | -$28,275,479 | OtherExpendituresAmt |
| End Year Balance | $865,434,666 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $678,694,294 | BeginningYearBalanceAmt |
| Contributions | $22,091,982 | ContributionsAmt |
| Investment Earnings Or Losses | $109,828,176 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | -$6,177,708 | GrantsOrScholarshipsAmt |
| Other Expenditures | -$26,489,902 | OtherExpendituresAmt |
| End Year Balance | $777,946,842 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $719,851,550 | BeginningYearBalanceAmt |
| Contributions | $21,377,588 | ContributionsAmt |
| Investment Earnings Or Losses | -$32,451,356 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | -$5,541,013 | GrantsOrScholarshipsAmt |
| Other Expenditures | -$24,542,475 | OtherExpendituresAmt |
| End Year Balance | $678,694,294 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $618,236,320 | BeginningYearBalanceAmt |
| Contributions | $15,963,186 | ContributionsAmt |
| Investment Earnings Or Losses | $116,702,475 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | -$5,675,165 | GrantsOrScholarshipsAmt |
| Other Expenditures | -$25,375,267 | OtherExpendituresAmt |
| End Year Balance | $719,851,550 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.20600 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.46900 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.32500 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $87,356,788 | OtherCostOrOtherBasisAmt |
| Book Value | $87,356,788 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,800,141,517 | OtherCostOrOtherBasisAmt |
| Depreciation | $820,846,246 | DepreciationAmt |
| Book Value | $979,295,271 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $49,826,485 | OtherCostOrOtherBasisAmt |
| Depreciation | $32,920,804 | DepreciationAmt |
| Book Value | $16,905,681 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $714,915,193 | OtherCostOrOtherBasisAmt |
| Depreciation | $448,364,856 | DepreciationAmt |
| Book Value | $266,550,337 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $420,183,502 | OtherCostOrOtherBasisAmt |
| Depreciation | $106,155,953 | DepreciationAmt |
| Book Value | $314,027,549 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,664,135,626 | TotalBookValueLandBuildingsAmt |
Financial Derivatives FinancialDerivativesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | -$4,436,859 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Limited Partnerships | $620,447,444 | F |
| Mutual Funds | $284,718,519 | F |
| Other | $75,830,925 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $976,560,029 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (6 entries)
| DescDesc | AmtAmt |
|---|---|
| Medical Self-Insurance Reserves | $97,182,947 |
| Refundable Deposits | $479,746 |
| Accrued Postretirement Benefit Cost | $217,643,198 |
| Annuities Payable | $8,834,298 |
| Refundable Federal Student Loans | $23,229,637 |
| Other Liabilities | $178,457,843 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $525,827,669 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $2,816,994,350 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$57,722,872 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$50,635 | OtherRevenueAmt |
| Revenue Not Reported | -$57,773,507 | RevenueNotReportedAmt |
| Revenue Subtotal | $2,874,767,857 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $9,826,069 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $375,341,570 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $385,167,639 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $3,259,935,496 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,686,680,580 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $2,686,680,580 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $9,826,069 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $375,341,570 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $385,167,639 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $3,071,848,219 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part III, Line 4: | Part III, Line 4: Art Collection: The mission of the Lowe Art Museum, the art museum of the University of Miami, is to serve the University, the Greater South Florida communities, and national and international visitors as a teaching and exhibiting resource through its permanent and borrowed collections. The Museum: collects original, quality works of art primarily from Asia, Africa, Europe and the Americas; exhibits and preserves the permanent collection according to the highest professional standards; researches the permanent collection and publishes new findings in exhibition catalogues and articles; organizes traveling exhibitions and loans of individual works from the permanent collection to expand knowledge and appreciation of art both regionally and nationally; enhances the appreciation of the permanent collection through borrowed and organized traveling exhibitions and loans of individual works; and, supports, extends and enriches the mission of the University of Miami for students, faculty, scholars, residents, and visitors to South Florida to appreciate and more fully comprehend art and its history. More information on the Museum can be found on its website at www.miami.edu/lowe. |
| Part V, Line 4: | Part V, Line 4: Endowment Funds: The University's endowment is used to support the University's mission which is to educate and nurture students, to create knowledge through its comprehensive research programs, and to provide patient care services to its community and beyond. Distributions from the University's endowment are mainly used for student scholarships and fellowships, endowed chairs, research, school/college support, academic program support, library support, and general University support. |
| Part X, Line 2: | Fin 48 Footnote: The University is exempt from federal income taxes under section 501(c)(3) of the Internal Revenue Code. Accordingly, no provision for income taxes is made in the financial statements. At May 31, 2015, there were no uncertain tax positions. The University files tax returns with U.S. federal and other tax authorities for which the statute of limitations may go back to the year ended May 31, 2012. |
| Part XI, Line 2d - Other Adjustments: | Refunds of Program service Rev. - Hospitals.& Clinics - 0 Refunds of Contributions - $50,635 |
| Part XI, Line 4b - Other Adjustments: | See Part XI |
| Part XII, Line 4b - Other Adjustments: | See Part XI |
| Part XI and XII, Line 4b: | Other Revenue and Expense Reconciling Items: Tuition discounting $213,259,071, grants and contracts pass-through transactions from sponsoring agencies $166,164,461. Less: non-program related rental expenses $2,864,570; cost of sales of inventories/other assets $119,530; and direct expenses related to fundraising events $1,051,657 and various others $46,205. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (1) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule E, Part I, Line 3 | The University publishes its Equal Opportunity Policy and Non-discrimination Policy Statement in the following publications: * Workplace Equity & Performance Web site * All UM web sites state our Non-discrimination policy under a link for "Privacy Statement and Legal Notices" * Students Rights and Responsibilities Handbook * Academic Bulletin * Student Handbook distributed at Orientation * Faculty Manual * Employee Handbook * Various public bulletin boards located throughout the various campuses, in contracts with other vendors, during University employee orientation, University Career Website, etc. |
| Schedule E, Part I, Line 6 | The University provides financial assistance in the form of grants to award scholarships and fellowships to students attending the University. In addition, government agencies award grants to the University for research. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (26 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| Central America & the Caribbean | 0 | 0 | Program Services | Grants to Recipients | $817,091 |
| East Asia & the Pacific | 0 | 0 | Program Services | Grants to Recipients | $25,012 |
| Europe | 0 | 0 | Program Services | Grants to Recipients | $681,555 |
| Middle East & North Africa | 0 | 0 | Program Services | Grants to Recipients | $189,208 |
| North America | 0 | 0 | Program Services | Grants to Recipients | $216,660 |
| South America | 0 | 0 | Program Services | Grants to Recipients | $382,936 |
| South Asia | 0 | 0 | Program Services | Grants to Recipients | $6,015 |
| Sub-Saharan Africa | 0 | 0 | Program Services | Grants to Recipients | $752,219 |
| Central American and the Caribbean | 0 | 0 | Program Services | Travel - Institutional Research and Education | $218,496 |
| East Asia & the Pacific | 0 | 0 | Program Services | Travel - Institutional Research and Education | $473,403 |
| Europe | 0 | 0 | Program Services | Travel - Institutional Research and Education | $1,218,534 |
| Middle East & North Africa | 0 | 0 | Program Services | Travel - Institutional Research and Education | $78,419 |
| North America | 0 | 0 | Program Services | Travel - Institutional Research and Education | $256,555 |
| Russia and Neighboring States | 0 | 0 | Program Services | Travel - Institutional Research and Education | $31,789 |
| South America | 0 | 0 | Program Services | Travel - Institutional Research and Education | $472,186 |
| South Asia | 0 | 0 | Program Services | Travel - Institutional Research and Education | $45,054 |
| Sub-Saharan Africa | 0 | 0 | Program Services | Travel - Institutional Research and Education | $83,189 |
| Central America and the Caribbean | 0 | 0 | Investments | N/A | $70,290,045 |
| Central America and the Caribbean | 0 | 2 | Program Services | Independent Contractors-Institutional Research and Education | $18,259 |
| East Asia and the Pacific | 0 | 5 | Program Services | Independent Contractors-Institutional Research and Education | $56,237 |
| Europe | 0 | 26 | Program Services | Independent Contractors-Institutional Research and Education | $1,676,220 |
| Middle East and North Africa | 0 | 2 | Program Services | Independent Contractors-Institutional Research and Education | $11,098 |
| North America | 0 | 12 | Program Services | Independent Contractors-Institutional Research and Education | $484,004 |
| South America | 0 | 5 | Program Services | Independent Contractors-Institutional Research and Education | $13,510 |
| South Asia | 0 | 2 | Program Services | Independent Contractors-Institutional Research and Education | $41,004 |
| Sub-Saharan Africa | 0 | 1 | Program Services | Independent Contractors-Institutional Research and Education | $3,016 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 55 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 55 | TotalEmployeeCnt |
| Subtotal Spent | $3,070,696 | SubtotalSpentAmt |
| Continuation Spent | $75,471,018 | ContinuationSpentAmt |
| Total Spent | $78,541,714 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp (35 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt | Description Of Non Cash AsstDescriptionOfNonCashAsstTxt | Valuation Method UsedValuationMethodUsedDesc |
|---|---|---|---|---|---|
| Central America & the Caribbean | Research | $22,703 | Wire Transfer | N/A | N/A |
| Central America & the Caribbean | Research | $794,389 | Wire Transfer | N/A | N/A |
| East Asia & the Pacific | Research | $12,581 | Check | N/A | N/A |
| East Asia & the Pacific | Research | $12,431 | Wire Transfer | N/A | N/A |
| Europe | Research | $31,294 | Check | N/A | N/A |
| Europe | Research | $97,311 | Check | N/A | N/A |
| Europe | Research | $225,802 | Check | N/A | N/A |
| Europe | Research | $47,778 | Check | N/A | N/A |
| Europe | Research | $86,383 | Check | N/A | N/A |
| Europe | Research | $35,411 | Check | N/A | N/A |
| Europe | Research | $23,925 | Check | N/A | N/A |
| Europe | Research | $25,200 | Wire Transfer | N/A | N/A |
| Europe | Research | $73,728 | Wire Transfer | N/A | N/A |
| Europe | Research | $24,723 | Wire Transfer | N/A | N/A |
| Europe | General Support | $10,000 | Wire Transfer | N/A | N/A |
| Middle East & North Africa | Research | $33,734 | Check | N/A | N/A |
| Middle East & North Africa | Research | $58,540 | Check | N/A | N/A |
| Middle East & North Africa | Research | $96,934 | Wire Transfer | N/A | N/A |
| North America | Research | $194,877 | Check | N/A | N/A |
| North America | Research | $16,173 | Check | N/A | N/A |
| North America | Research | $5,610 | Check | N/A | N/A |
| South America | Research | $6,000 | Check | N/A | N/A |
| South America | Research | $19,566 | Check | N/A | N/A |
| South America | Research | $57,000 | Wire Transfer | N/A | N/A |
| South America | Research | $107,292 | Wire Transfer | N/A | N/A |
| South America | Research | $33,813 | Wire Transfer | N/A | N/A |
| South America | Research | $55,251 | Wire Transfer | N/A | N/A |
| South America | Research | $89,000 | Wire Transfer | N/A | N/A |
| South America | General Support | $15,015 | Wire Transfer | N/A | N/A |
| South Asia | General Support | $6,015 | Wire Transfer | N/A | N/A |
| Sub-Saharan Africa | Research | $294,176 | Wire Transfer | N/A | N/A |
| Sub-Saharan Africa | Research | $100,000 | Check | N/A | N/A |
| Sub-Saharan Africa | Research | $187,542 | Wire Transfer | N/A | N/A |
| Sub-Saharan Africa | Research | $26,850 | Check | N/A | N/A |
| Sub-Saharan Africa | Research | $143,650 | Wire Transfer | N/A | N/A |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 3 | Total501c3OrgCnt |
| Total Other Org | 28 | TotalOtherOrgCnt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (9 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt | Non Cash AssistanceNonCashAssistanceAmt | Description Of Non Cash AsstDescriptionOfNonCashAsstTxt | Valuation Method UsedValuationMethodUsedDesc |
|---|---|---|---|---|---|---|---|
| Scholarships, Fellowship Grants | Central America and the Caribbean | 6 | $60,302 | Check | $0 | N/A | N/A |
| Scholarships, Fellowship Grants | East Asia and the Pacific | 48 | $745,627 | Check | $0 | N/A | N/A |
| Scholarships, Fellowship Grants | Europe | 29 | $296,842 | Check | $0 | N/A | N/A |
| Scholarships, Fellowship Grants | Middle East and North Africa | 4 | $69,438 | Check | $0 | N/A | N/A |
| Scholarships, Fellowship Grants | North America | 16 | $129,146 | Check | $0 | N/A | N/A |
| Scholarships, Fellowship Grants | Russia and Neighboring States | 3 | $46,704 | Check | $0 | N/A | N/A |
| Scholarships, Fellowship Grants | South America | 13 | $118,572 | Check | $0 | N/A | N/A |
| Scholarships, Fellowship Grants | South Asia | 14 | $215,977 | Check | $0 | N/A | N/A |
| Scholarships, Fellowship Grants | Sub-Saharan Africa | 8 | $38,822 | Check | $0 | N/A | N/A |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | Yes (1) | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 2: | Procedures for Monitoring Grants Outside the United States: The University awards grants as subcontracts to foreign organizations for the purpose of conducting research and research training. Prior to the University awarding the subcontract, the organization is required to submit the proposed scope of work and a budget. Once reviewed and approved, a formal subcontract is issued with the terms and conditions of the award. To comply with terms and conditions of the subcontract, the foreign organization must submit an invoice together with supporting documentation. Upon receipt of the invoice, the faculty member at the University responsible for the grant or his/her designee approves the invoice for payment. In addition, monitoring of the science is conducted by the University faculty member responsible for the grant via site visits, correspondence, phone calls, etc. Reports required under the terms and conditions of the subcontract are submitted by the grantee. |
| Part I, line 3: | Activity Expenditures: Expenditures are recorded based on the accrual method of accounting and are recorded when incurred. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RuffaloCody LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 65 Kirkwood N Rd SW | AddressLine1Txt |
| City | Cedar Rapids | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 52404 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | Campaign Management | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $592,556 | GrossReceiptsAmt |
| Retained By Contractor | $547,690 | RetainedByContractorAmt |
| Net To Organization | $44,866 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $592,556 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $547,690 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $44,866 | TotalNetToOrganizationAmt |
| Licensed States | MD | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Dinner Gala | Event1Nm |
| Gross Receipts Event1 | $1,273,138 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $1,183,087 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $90,051 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $0 | CashPrizesEvent1Amt |
| Non Cash Prizes Event1 | $511 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $12,800 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $7,881 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $249,017 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $179,201 | OtherDirectExpensesEvent1Amt |
| Event2 | Dinner Gala | Event2Nm |
| Gross Receipts Event2 | $376,950 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $339,819 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $37,131 | GrossRevenueEvent2Amt |
| Cash Prizes Event2 | $0 | CashPrizesEvent2Amt |
| Non Cash Prizes Event2 | $1,386 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $3,632 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $60,020 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $9,948 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $11,708 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 9 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $1,174,283 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $941,994 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $232,289 | GrossRevenueOtherEventsAmt |
| Cash Prizes Other Events | $500 | CashPrizesOtherEventsAmt |
| Non Cash Prizes Other Events | $1,006 | NonCashPrizesOtherEventsAmt |
| Rent Fclty Costs Other Events | $47,115 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $253,722 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $90,685 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $122,525 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $2,824,371 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $2,464,900 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $359,471 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $500 | CashPrizesTotalEventsAmt |
| Non Cash Prizes Total Events | $2,903 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $63,547 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $321,623 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $349,650 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $313,434 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $1,051,657 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$692,186 | NetIncomeSummaryAmt |
Schedule H IRS990ScheduleH
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Assistance Policy | Yes (1) | FinancialAssistancePolicyInd |
| Written Policy | Yes (1) | WrittenPolicyInd |
| Most Hospitals Policy | Yes (X) | MostHospitalsPolicyInd |
| FPG Reference Free Care | Yes (1) | FPGReferenceFreeCareInd |
| Percent200 | Yes (X) | Percent200Ind |
| FPG Reference Discounted Care | 0 | FPGReferenceDiscountedCareInd |
| Free Care Medically Indigent | Yes (1) | FreeCareMedicallyIndigentInd |
| Financial Assistance Budget | Yes (1) | FinancialAssistanceBudgetInd |
| Expenses Exceed Budget | 0 | ExpensesExceedBudgetInd |
| Annual Community Bnft Report | 0 | AnnualCommunityBnftReportInd |
Financial Assistance At Cost Typ FinancialAssistanceAtCostTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $9,057,000 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $9,057,000 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00290 | TotalExpensePct |
Unreimbursed Medicaid UnreimbursedMedicaidGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $117,171,108 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $116,875,058 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $296,050 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00010 | TotalExpensePct |
Total Financial Assistance Typ TotalFinancialAssistanceTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $126,228,108 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $116,875,058 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $9,353,050 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00300 | TotalExpensePct |
Community Health Services CommunityHealthServicesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $3,614,320 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $2,847,678 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $766,642 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00020 | TotalExpensePct |
Health Professions Education HealthProfessionsEducationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $19,386,507 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $3,927,126 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $15,459,381 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00500 | TotalExpensePct |
Subsidized Health Services SubsidizedHealthServicesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $1,395,413 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $1,395,413 | DirectOffsettingRevenueAmt |
Research ResearchGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $168,032,743 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $164,138,378 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $3,894,365 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00130 | TotalExpensePct |
Cash And In Kind Contributions CashAndInKindContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $106,440 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $100,000 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $6,440 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00000 | TotalExpensePct |
Total Other Benefits TotalOtherBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $192,535,423 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $172,408,595 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $20,126,828 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00650 | TotalExpensePct |
Total Community Benefits TotalCommunityBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $318,763,531 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $289,283,653 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $29,479,878 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00950 | TotalExpensePct |
Community Support CommunitySupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $1,833,602 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $1,611,518 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $222,084 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00010 | TotalExpensePct |
Total Communtity Building Acty TotalCommuntityBuildingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $1,833,602 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $1,611,518 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $222,084 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00010 | TotalExpensePct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bad Debt Expense Reported | Yes (1) | BadDebtExpenseReportedInd |
| Bad Debt Expense | $76,570,336 | BadDebtExpenseAmt |
| Reimbursed By Medicare | $236,572,929 | ReimbursedByMedicareAmt |
| Cost Of Care Reimbursed By Medcr | $276,644,870 | CostOfCareReimbursedByMedcrAmt |
| Medicare Surplus Or Shortfall | -$40,071,941 | MedicareSurplusOrShortfallAmt |
Costing Methodology Used CostingMethodologyUsedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | Yes (X) | OtherInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Debt Collection Policy | Yes (1) | WrittenDebtCollectionPolicyInd |
| Financial Assistance Prvsn | Yes (1) | FinancialAssistancePrvsnInd |
| Hospital Facilities | 3 | HospitalFacilitiesCnt |
Hospital Facilities HospitalFacilitiesGrp (3 entries)
| FacilityFacilityNum | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Website AddressWebsiteAddressTxt | State LicenseStateLicenseNum | Licensed HospitalLicensedHospitalInd | General Medical And SurgicalGeneralMedicalAndSurgicalInd | Teaching HospitalTeachingHospitalInd | Emergency Room24 HrsEmergencyRoom24HrsInd |
|---|---|---|---|---|---|---|---|---|---|---|
| University of Miami Hospital | ||||||||||
| 1 | 1400 NW 12 Avenue | Miami | FL | 33136 | umiamihospital.com | #4109 | Yes (X) | Yes (X) | Yes (X) | Yes (X) |
| University of Miami Hospital & Clinics | ||||||||||
| 2 | 1475 NW 12 Avenue | Miami | FL | 33136 | sylvester.org | #4074 | Yes (X) | Yes (X) | ||
| Anne Bates Leach Eye Hospital | ||||||||||
| 3 | 900 NW 17 Street | Miami | FL | 33136 | bascompalmer.org | #4040 | Yes (X) | Yes (X) | ||
Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp (3 entries)
| FacilityFacilityNum | First Licensed CY Or PYFirstLicensedCYOrPYInd | Tax Exempt Hospital CY Or PYTaxExemptHospitalCYOrPYInd | CHNA ConductedCHNAConductedInd | Community DefinitionCommunityDefinitionInd | Community DemographicsCommunityDemographicsInd | Existing ResourcesExistingResourcesInd | How Data ObtainedHowDataObtainedInd | Community Health NeedsCommunityHealthNeedsInd | Community Hlth Needs Id ProcessCommunityHlthNeedsIdProcessInd | Consulting ProcessConsultingProcessInd | Information GapsInformationGapsInd | CHNA ConductedCHNAConductedYr | Take Into Account Others InputTakeIntoAccountOthersInputInd | CHNA Conducted With Other FcltsCHNAConductedWithOtherFcltsInd | CHNA Conducted With Non FcltsCHNAConductedWithNonFcltsInd | CHNA Report Widely AvailableCHNAReportWidelyAvailableInd | Paper Copy Public InspectionPaperCopyPublicInspectionInd | Implementation Strategy AdoptImplementationStrategyAdoptInd | Implementation Strategy AdptImplementationStrategyAdptYr | Strategy Posted WebsiteStrategyPostedWebsiteInd | Strategy AttachedStrategyAttachedInd | Organization Incur Excise TaxOrganizationIncurExciseTaxInd | Elig Criteria ExplainedEligCriteriaExplainedInd | FPG Family Incm Lmt Free DscntFPGFamilyIncmLmtFreeDscntInd | FPG Family Incm Lmt Free CareFPGFamilyIncmLmtFreeCarePct | Asset Level CriteriaAssetLevelCriteriaInd | Medical Indigency CriteriaMedicalIndigencyCriteriaInd | Insurance Status CriteriaInsuranceStatusCriteriaInd | Underinsurance Stat CriteriaUnderinsuranceStatCriteriaInd | Residency CriteriaResidencyCriteriaInd | Explained BasisExplainedBasisInd | App Financial Asst ExplnAppFinancialAsstExplnInd | Described InfoDescribedInfoInd | Described Suprt DocDescribedSuprtDocInd | Includes Publicity MeasuresIncludesPublicityMeasuresInd | FAP App Avlbl On Request No ChrgFAPAppAvlblOnRequestNoChrgInd | Other PublicityOtherPublicityInd | FAP Actions On NonpaymentFAPActionsOnNonpaymentInd | Permit No ActionsPermitNoActionsInd | Collection ActivitiesCollectionActivitiesInd | FAP Notified Upon AdmissionFAPNotifiedUponAdmissionInd | FAP Notified Before DischargeFAPNotifiedBeforeDischargeInd | FAP Notified All PatientsFAPNotifiedAllPatientsInd | Documented Elig DeterminationDocumentedEligDeterminationInd | Nondis Emergency Care PolicyNondisEmergencyCarePolicyInd | Other Method UsedOtherMethodUsedInd | Amounts Generally BilledAmountsGenerallyBilledInd | Gross ChargesGrossChargesInd | Other Health IssuesOtherHealthIssuesInd | Rpt Available On Own WebsiteRptAvailableOnOwnWebsiteInd | Own Website URLOwnWebsiteURLTxt | FPG Family Incm Lmt Dscnt CareFPGFamilyIncmLmtDscntCarePct | Provided Hospital ContactProvidedHospitalContactInd | Provided Nonprofit ContactProvidedNonprofitContactInd | FAP Summary On WebsiteFAPSummaryOnWebsiteInd | FAP Summary On Website URLFAPSummaryOnWebsiteURLTxt | FAP Avlbl On Request No ChargeFAPAvlblOnRequestNoChargeInd | FAP Sum Avlbl On Request No ChrgFAPSumAvlblOnRequestNoChrgInd | No Emergency CareNoEmergencyCareInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| University of Miami Hospital | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 1 | 0 | 0 | Yes (1) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | 12 | Yes (1) | 0 | 0 | Yes (1) | Yes (X) | Yes (1) | 12 | 0 | Yes (1) | 0 | Yes (1) | Yes (X) | 200.000000000000 | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (1) | Yes (1) | Yes (X) | Yes (X) | Yes (1) | Yes (X) | Yes (X) | Yes (1) | Yes (X) | 0 | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (1) | Yes (X) | 0 | 0 | |||||||||||
| University of Miami Hospital & Clinics | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 2 | 0 | 0 | Yes (1) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | 12 | Yes (1) | 0 | 0 | Yes (1) | Yes (1) | 12 | 0 | Yes (1) | 0 | Yes (1) | Yes (X) | 200.000000000000 | Yes (X) | Yes (X) | Yes (X) | Yes (1) | Yes (1) | Yes (X) | Yes (X) | Yes (1) | Yes (X) | Yes (1) | Yes (X) | 0 | Yes (X) | Yes (X) | 0 | Yes (X) | 0 | 0 | Yes (X) | Yes (X) | sylvester.org | 400.000000000000 | Yes (X) | Yes (X) | Yes (X) | uhealthsystem.com/billing/ | Yes (X) | Yes (X) | Yes (X) | ||||||
| Anne Bates Leach Eye Hospital | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 3 | 0 | 0 | Yes (1) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | 12 | Yes (1) | 0 | 0 | Yes (1) | Yes (1) | 13 | 0 | Yes (1) | 0 | Yes (1) | Yes (X) | 200.000000000000 | Yes (X) | Yes (X) | Yes (X) | Yes (1) | Yes (1) | Yes (X) | Yes (X) | Yes (1) | Yes (X) | Yes (1) | Yes (X) | 0 | Yes (X) | Yes (X) | Yes (1) | Yes (X) | 0 | 0 | Yes (X) | Yes (X) | bascompalmer.org | 400.000000000000 | Yes (X) | Yes (X) | Yes (X) | uhealthsystem.com/billing/ | Yes (X) | Yes (X) | |||||||
Supplemental Information SupplementalInformationGrp (13 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| University of Miami Hospital | Part V, Section B, Line 5: The organization conducted focus groups to gather information about health concerns from particular interest groups in Miami-Dade County to add richness to the quantitative data collected. At University of Miami Hospital, three focus groups were conducted during December 4-6, 2012; two consultants from Carnahan Group facilitated each session at UMH. A total of 26 individuals participated in the focus groups, one of which consisted of Spanish-speaking adults, another of African American community members and one general group of adult community members. Community members consulted: Gepsie Metellus, Director, Sant La Haitian Neighborhood Center; Dr. Reynald Jean, Director, Tuberculosis Program, Miami-Dade County Health Department; Tori Gabriel, Director, Education and Prevention, Florida Heart Research Institute; Kathleen Ducasse, CEO, Florida Heart Research Institute; Pamela Toomer, Director, School Health Program, Miami-Dade County Health Department; Dr. Lillian Rivera, Administrator, Miami-Dade County Health Department; Betty Gomez-Galan, Specialist, American Diabetes Association; Angenys Gonzalez-Eilert, Executive Director, Colombian American Service Association; Helene Good, President and CEO, CCDH (formerly Community Committee for Developmental Handicaps); Dr. Erin Kobetz, Assistant Research Professor, Dept. of Epidemiology and Public Health, UM Miller School of Medicine, Director, SCCC Disparities and Community Outreach Core Resource, Director, Jay Weiss Center for Social Medicine and Health Equity; Dr. Noella Dietz, Research Assistant Professor, Dept. of Epidemiology and Public Health, UM Miller School of Medicine; Ann-Karen Weller, Director, Office of Community Health and Planning, Miami-Dade County Health Department; Dr. David Lubarsky, Chair, Dept. of Anesthesiology, Perioperative Medicine and Pain Management, University of Miami Hospital; Dr. Dan Brady, Executive Director, Douglas Gardens Community Mental Health Center of Miami Beach. |
| University of Miami Hospital & Clinics | Part V, Section B, Line 5: At University of Miami Hospital & Clinics, a focus group consisting of cancer patients, cancer survivors and caregivers was conducted on December 4, 2012 at Sylvester Comprehensive Cancer Center; the session was facilitated by two consultants from Carnahan Group. Community leaders consulted: Dr. Jerry Goodwin, Chief Medical Officer, SCCC; Dr. Teresa Neira, Social Worker, Courtelis Center, SCCC; Dr. Erin Kobetz, Assistant Research Professor, Dept. of Epidemiology and Public Health, UM Miller School of Medicine, Director, SCCC Disparities and Community Outreach Core Resource, Director, Jay Weiss Center for Social Medicine and Health Equity; Dr. Noella Dietz, Research Assistant Professor, Dept. of Epidemiology and Public Health, UM Miller School of Medicine; Dr. Ana Espinosa, Director of Outpatient Clinics, SCCC, Director, Ask for Ana Program, SCCC; Vivi Carreras, Nurse Navigator, SCCC; Dawn Albright, Nurse Navigator, SCCC; Dr. Jill MacKinnon, Project Director, Florida Cancer Data System; Richard Ballard, Chief Executive Officer, SCCC; Lazara Barreras-Pagan, Chief Operating and Nursing Officer, SCCC; Alyssia Crews, Director of Clinical Operations, SCCC; Antonieta Sauerteig, Associate Director of Administration, SCCC; Harry Rohrer, Chief Financial Officer, SCCC. |
| Anne Bates Leach Eye Hospital | Part V, Section B, Line 5: At Anne Bates Leach Eye Hospital, a focus group was conducted on December 6, 2012 at Bascom Palmer Eye Institute; the session was facilitated by two consultants from Carnahan Group. A total of 10 individuals participated in the focus group, which consisted of adult community members living with various eye conditions. Community leaders consulted: Betty Gomez-Galan, Specialist, American Diabetes Association; Charles Pappas, Chief Operations Officer, BPEI; Harry Rohrer, Chief Financial Officer, BPEI; Marla Bercuson, Director of Business Operations, BPEI. |
| University of Miami Hospital | Part V, Section B, Line 11: The hospital has engaged the health enterprise medical leadership and resources to raise community awareness regarding the importance of preventive screenings through marketing, targeted education in certain clinics, and sensitivity training to the medical staff concerning the needs of the at-risk populations in the hospital's primary services area. |
| University of Miami Hospital & Clinics | Part V, Section B, Line 11: There are various resources available that are both sponsored and provided by UMHC to provide education and support as well as raise awareness about breast cancer. There are support groups for both patients and caregivers; these provide informational and emotional support, including how to alter your lifestyle to better adjust to cancer treatments and the stress experienced by all affected. The Look Good Feel Better program is aimed to improve cancer patients' self-image and appearance through complimentary group, individual, and self-help beauty sessions that create a sense of support, confidence, courage, and community. While there is also a support group for men with prostate cancer at UMHC, it appears there is a lack of support for patients and survivors in that county; therefore, UMHC provides access to free colon cancer screenings. There are resources throughout UMHC providing emotional and informational support for patients, caregivers, and family members. These resources include on-site counseling, but also the provision of information on other resources in the community. |
| Anne Bates Leach Eye Hospital | Part V, Section B, Line 11: ABLEH has identified a need to have more brochures available in community agencies. The hospital has improved the services to the visually disabled population by changing from a doctor setting, where patients were required to make an appointment and charged a fee, to a walk-in setting at no cost where patients are able to receive education and use devices. If patients choose to purchase these devices, a generous refund policy has been put into place. The hospital also intends to amplify its already excellent relationship with the Miami Lighthouse for the Blind. While Press Ganey surveys indicate that the scores earned from the indigent population were essentially the same as the general population, improvement in wait times for patients were part of the improvement initiatives. At ABLEH, approximately 30% of emergency department visits are charity cases. |
| University of Miami Hospital | Part V, Section B, Line 16i: At UMH, patient Access provides information on the FAP program on an individual basis to uninsured patients or other patients seeking information on the program. Not applicable at UMHC and ABLEH. |
| University of Miami Hospital | Part V, Section B, Line 22d: All patients are charged the same price for goods and services received at the hospital, regardless to insurance. Charges or list prices are determined by various factors, including reimbursement methodologies, competitive pressures, and infrastructure cost. Uninsured patients not meeting charity guidelines receive a 40% discount from those charges. |
| University of Miami Hospital & Clinics | Part V, Section B, Line 22d: Low income patients are charged based on FPG, and self-pay patients are entitled to a 30-40% discount for prompt payment. |
| Anne Bates Leach Eye Hospital | Part V, Section B, Line 22d: Low income patients are charged based on FPG, and self-pay patients are entitled to a 30-40% discount for prompt payment. |
| Part V, Section B, Line 16 | Financial Assistance Policy Website Availability |
| University of Miami Hospital & Clinics Part V, Section B, line 16c website: | uhealthsystem.com/billing/ |
| Anne Bates Leach Eye Hospital Part V, Section B, line 16c website: | uhealthsystem.com/billing/ |
Supplemental Information Detail SupplementalInformationDetail (15 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 3c: | Although each of the organization's three hospitals determine eligibility for discounted care differently (as seen in Schedule H's Part V section B) we have answered the question in Part I line 3b using the organization's largest bed hospital's policy (UMH). At UMH an uninsured patient not qualifying for any federal assistance programs or charity write-off automatically is eligible for discounted emergency care. |
| Part I, Line 6a: | The organization did not prepare a community benefit report during the tax year. |
| Part I, Line 7: | The Medicare cost report was used. |
| Part II, Community Building Activities: | Community building activities include child abuse protection programs. |
| Part III, Line 2: | Total bad debt expense is determined using the hospital's patient accounting records. |
| Part III, Line 3: | Patients who render sufficient financial information to make a determination of eligibility under the hospitals' financial assistance policy are either treated as charity care (if they qualify) or given a "self- pay" discount (if they do not qualify as charity care). |
| Part III, Line 4: | The hospitals' financial statements do not contain a footnote concerning bad debt. The University's financial statements account for bad debt as a reduction of revenue. |
| Part III, Line 8: | The source of this information is the Medicare Cost Report data, which uses a "cost to charge" ratio methodology. The University of Miami Hospital and Anne Bates Leach Eye Hospital are reimbursed under the Medicare Prospective Payment System (PPS). For inpatient services, the reimbursement methodology is the Inpatient Prospective Payment System (IPPS), which uses the Diagnostic Related Groups (DRGS) methodology to reimburse the hospital. The DRG amounts are updated by the Medicare program annually by an updating factor. However, the amount of the updating factor is always significantly less than the actual healthcare inflation factor because the Medicare program includes a "budget neutrality" factor for the overall Medicare program. Thus, the hospital does not receive full reimbursement of its cost for inpatient services. For outpatient services, the reimbursement methodology is the Outpatient Prospective Payment System (OPPS), which uses ambulatory payment classifications (APCS) to reimburse the hospital. The APC amounts are updated by the Medicare program annually by an updating factor. However, the amount of the updating factor is always significantly less than the actual healthcare inflation factor because the Medicare program includes a "budget neutrality" factor for the overall Medicare program. Thus, the hospital does not receive full reimbursement for its cost for outpatient services. The University of Miami Hospital and Clinics is a cancer specialty hospital and, as such, is cost based reimbursed for both inpatient and outpatient services. For inpatient services, the limit is the TEFRA target limit. The hospital, on occasion, exceeds the target rate and does not receive full cost reimbursement. The TEFRA target amount is updated by the Medicare program annually by the TEFRA updating factor. However, the amount of the TEFRA updating factor is always significantly less than the actual healthcare inflation factor because the Medicare program includes a "budget neutrality" factor for the overall Medicare program. For outpatient services, the limit is the payment to cost ratio (PCR). The PCR was established using a base year, which was 1996, at a rate of 85.5% of cost. The PCR for all exempt cancer centers was 89% through 12/31/14, and then 90% from 1/1/15 to 5/31/15; therefore, the hospital currently does not receive payment for a range of 9% to 10% of its outpatient cost. |
| Part III, Line 9b: | The Hospital provides care to patients who are financially unable to pay for the hospital services they receive, and because the Hospital does not pursue collection of amounts determined to qualify as charity care, they are not reported in revenue. |
| Part VI, Line 2: | Needs assessment: The communities' healthcare needs are assessed by the organization in collaboration with the Miami-Dade County Public Health Trust (PHT). |
| Part VI, Line 3: | Patient education of eligibility for assistance: The organization informs and educates patients through public service announcements, advertising, and development activities. Further, patients are assisted with qualifying for Medicaid and other state programs. |
| Part VI, Line 4: | Community information: The community served by the organization is Miami-Dade County, Broward County and the Palm Beaches, which are large urban areas. Since these South Florida counties have a large immigrant population, many patients are uninsured, under-insured, or Medicaid recipients. The national economic crisis and the high level of unemployment have exacerbated this issue. |
| Part VI, Line 5: | Promotion of community health: (1) A majority of the Hospital's governing body is comprised of persons who reside in the Hospital's primary service area who are neither employees nor contractors of the Hospital, nor family members thereof. (2) The Hospital extends medical staff privileges to all qualified physicians in its community for some or all of its departments. (3) In order to improve patient care and access to the specialized healthcare services, the organization applies a significant portion of any surplus to new technology, new medical equipment, building renovations, and other betterments & improvements. |
| Part VI, Line 6: | Affiliated health care system: The organization has an affiliation agreement with Miami-Dade County's Public Health Trust (PHT) to provide teaching physicians who supervise PHT's interns and residents at Jackson Memorial Hospital. |
| Part VI, Line 7: | State filing of community benefit report: Not applicable |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (159 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc | Purpose Of GrantPurposeOfGrantTxt | IRC SectionIRCSectionDesc | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ALGYNOMICS INC | |||||||||||
| 208 N COLUMBIA STREET | CHAPEL HILL | NC | 27514 | 203217603 | $77,147 | $0 | N/A | N/A | Research | ||
| ALLOGY INTERACTIVE LLC | |||||||||||
| 3625 E AMELIA STREET | ORLANDO | FL | 32803 | 270305949 | $85,000 | $0 | N/A | N/A | Research | ||
| AMERICAN HEART ASSOCIATION | |||||||||||
| 4000 HOLLYWOOD BLVD STE 170N | HOLLYWOOD | FL | 33021 | 135613797 | $9,766 | $0 | N/A | N/A | Research | 501(c)(3) | |
| ARGONNE NATIONAL LABORATORY | |||||||||||
| PO BOX 87916 | CAROL STREAM | IL | 60188 | 680628477 | $21,531 | $0 | N/A | N/A | Research | US Dept of Energy | |
| BANYAN BIOMARKERS INC | |||||||||||
| 16744 WEST BERNARDO DRIVE | SAN DIEGO | CA | 92127 | 201449566 | $35,830 | $0 | N/A | N/A | Research | ||
| BAYLOR COLLEGE OF MEDICINE | |||||||||||
| PO BOX 301207 | DALLAS | TX | 75303 | 741613878 | $17,474 | $0 | N/A | N/A | Research | 501(c)(3) | |
| BAYSTATE MEDICAL CENTER | |||||||||||
| PO BOX 414168 | BOSTON | MA | 02241 | 042790311 | $23,293 | $0 | N/A | N/A | Research | 501(c)(3) | |
| BENAROYA RESEARCH INSTITUTE | |||||||||||
| 1201 NINTH AVENUE | SEATTLE | WA | 98101 | 910653422 | $85,596 | $0 | N/A | N/A | Research | 501(c)(3) | |
| BIOQUAL INC | |||||||||||
| 9600 MEDICAL CENTER DR SUITE 102 | ROCKVILLE | MD | 20850 | 133078199 | $183,994 | $0 | N/A | N/A | Research | ||
| BOARD OF REG OF THE UNIV OF OKLAHOMA | |||||||||||
| PO BOX 26901 - SCB 228 | OKLAHOMA CITY | OK | 73126 | 736017987 | $22,192 | $0 | N/A | N/A | Research | State of OK | |
| BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIV | |||||||||||
| PO BOX 44253 | SAN FRANCISCO | CA | 94144 | 941156365 | $267,596 | $0 | N/A | N/A | Research | 501(c)(3) | |
| BOSTON CHILDRENS HOSPITAL | |||||||||||
| PO BOX 414413 | BOSTON | MA | 02241 | 042774441 | $147,981 | $0 | N/A | N/A | Research | 501(c)(3) | |
| CALIFORNIA INSTITUTE OF TECHNOLOGY | |||||||||||
| 1200 E CALIFORNIA BLVD MAIL CODE | PASADENA | CA | 91125 | 951643307 | $93,774 | $0 | N/A | N/A | Research | 501(c)(3) | 117-15 |
| CANCER RESEARCH AND BIOSTATISTICS | |||||||||||
| 1730 MINOR AVENUE SUITE 1900 | SEATTLE | WA | 98101 | 911828539 | $129,585 | $0 | N/A | N/A | Research | 501(c)(3) | |
| CASE WESTERN RESERVE UNIVERSITY | |||||||||||
| 10900 EUCLID AVE NORD HALL 615 | CLEVELAND | OH | 44106 | 341018992 | $383,172 | $0 | N/A | N/A | Research | 501(c)(3) | |
| CEDARS SINAI MEDICAL CENTER | |||||||||||
| 6500 WILSHIRE BLVD SUITE 1150 | LOS ANGELES | CA | 90048 | 951644600 | $10,782 | $0 | N/A | N/A | Research | 501(c)(3) | |
| CENTER FOR HAITIAN STUDIES INC | |||||||||||
| 8260 NE 2ND AVENUE | MIAMI | FL | 33138 | 650136723 | $53,888 | $0 | N/A | N/A | Research | 501(c)(3) | |
| CHILDREN HEALTH AND EDUC MGMT | |||||||||||
| 7800 SW 57TH AVENUE SUITE 228 | SOUTH MIAMI | FL | 33143 | 020552323 | $65,885 | $0 | N/A | N/A | Research | ||
| CHILDRENS HOSPITAL LOS ANGELES | |||||||||||
| 4650 SUNSET BOULEVARD MAIL STOP 97 | LOS ANGELES | CA | 90027 | 951690977 | $20,658 | $0 | N/A | N/A | Research | 501(c)(3) | |
| CHILDRENS HOSPITAL OF CHICAGO | |||||||||||
| 225 E CHICAGO AV BOX 205 | CHICAGO | IL | 60611 | 362170833 | $19,337 | $0 | N/A | N/A | Research | 501(c)(3) | |
| CINCINNATI CHILDRENS HOSPITAL | |||||||||||
| 3333 BURNET AVENUE | CINCINNATI | OH | 45229 | 310833936 | $40,933 | $0 | N/A | N/A | Research | 501(c)(3) | |
| CLINICOMP INTERNATIONAL INC | |||||||||||
| 9655 TOWNE CENTRE DRIVE | SAN DIEGO | CA | 92121 | 330020815 | $200,000 | $0 | N/A | N/A | Research | 501(c)(3) | |
| COLUMBIA UNIVERSITY | |||||||||||
| PO BOX 29789 | NEW YORK | NY | 10087 | 135598093 | $2,670,228 | $0 | N/A | N/A | Research | 501(c)(3) | |
| CORNELL UNIVERSITY | |||||||||||
| PO BOX 22 | ITHACA | NY | 14851 | 150532082 | $69,824 | $0 | N/A | N/A | Research | 501(c)(3) | |
| DANA FARBER CANCER INSTITUTE | |||||||||||
| 450 BROOKLINE AVE MAIL STOP BP425 | BOSTON | MA | 02215 | 042263040 | $13,110 | $0 | N/A | N/A | Research | 501(c)(3) | |
| DAYMARK RECOVERY SERVICES INC | |||||||||||
| 2129 STATESVILLE BLVD | SALISBURY | NC | 28147 | 020707661 | $5,088 | $0 | N/A | N/A | Research | 501(c)(3) | |
| DAYS EDGE PRODUCTIONS LLC | |||||||||||
| 661 SW 63RD AVE | SOUTH MIAMI | FL | 33143 | 455362863 | $42,000 | $0 | N/A | N/A | Research | 501(c)(3) | |
| DFAS REF CODE 7320- US NAVAL | |||||||||||
| DEPARTMENT ESTABLISHMENT | WASHINGTON | DC | 20375 | 311575142 | $291,409 | $0 | N/A | N/A | Research | US Govt | |
| DREXEL UNIVERSITY COLLEGE OF MEDICINE | |||||||||||
| PO BOX 9500-1090 | PHILADELPHIA | PA | 19195 | 231352630 | $18,091 | $0 | N/A | N/A | Research | 501(c)(3) | |
| DUKE UNIVERSITY | |||||||||||
| PO BOX 602651 | CHARLOTTE | NC | 28260 | 560532129 | $300,493 | $0 | N/A | N/A | Research | 501(c)(3) | |
| EMORY UNIVERSITY | |||||||||||
| PO BOX 935084 | ATLANTA | GA | 31193 | 580566256 | $466,425 | $0 | N/A | N/A | Research | 501(c)(3) | |
| FLORIDA ATLANTIC UNIVERSITY | |||||||||||
| 777 GLADES RD STUDENT UNION 203 | BOCA RATON | FL | 33431 | 650385507 | $48,665 | $0 | N/A | N/A | Research | State of FL | |
| FLORIDA INTERNATIONAL UNIVERSITY | |||||||||||
| 11200 SW 8TH STREET | MIAMI | FL | 33199 | 650177616 | $897,694 | $0 | N/A | N/A | Research | State of FL | |
| FLORIDA KEYS AHEC INC | |||||||||||
| 5800 OVERSEAS HIGHWAY SUITE 38 | MARATHON | FL | 33050 | 650183810 | $544,307 | $0 | N/A | N/A | Research | 501(c)(3) | |
| FLORIDA STATE UNIVERSITY | |||||||||||
| 874 TRADITIONS WAY PO BOX 3064166 | TALLAHASSEE | FL | 32306 | 591961248 | $466,826 | $0 | N/A | N/A | Research | State of FL | |
| FRED HUTCHINSON CANCER RESEARCH | |||||||||||
| 1100 FAIRVIEW AV N PO BOX 19024 | SEATTLE | WA | 98109 | 237156071 | $8,308 | $0 | N/A | N/A | Research | 501(c)(3) | |
| FRONTIER SCIENCE & TECHNOLOGY | |||||||||||
| PO BOX 983027 | BOSTON | MA | 02298 | 161056814 | $13,731 | $0 | N/A | N/A | Research | 501(c)(3) | |
| GATEWAY COMMUNITY SERVICES | |||||||||||
| 555 STOCKTON STREET | JACKSONVILLE | FL | 32204 | 591881828 | $334,105 | $0 | N/A | N/A | Research | 501(c)(3) | |
| GEORGETOWN UNIVERSITY | |||||||||||
| BOX 571164 | WASHINGTON | DC | 20057 | 530196603 | $47,086 | $0 | N/A | N/A | Research | 501(c)(3) | |
| GEORGIA TECH RESEARCH CORP | |||||||||||
| PO BOX 100117 | ATLANTA | GA | 30384 | 580603146 | $209,215 | $0 | N/A | N/A | Research | 501(c)(3) | |
| HARVARD UNIVERSITY | |||||||||||
| PO BOX 415649 | BOSTON | MA | 02241 | 042103580 | $77,793 | $0 | N/A | N/A | Research | 501(c)(3) | |
| HEADWATERS RESOURCE | |||||||||||
| 65 E BROADWAY | BUTTE | MT | 59701 | 237380551 | $168,500 | $0 | N/A | N/A | Research | 501(c)(3) | |
| HEALTH CHOICE NETWORK INC | |||||||||||
| 9064 NW 13 TERRACE | DORAL | FL | 33172 | 650504316 | $184,131 | $0 | N/A | N/A | Research | 501(c)(3) | |
| HEALTHCARE INNOVATION & TECHNOLOGY LAB | |||||||||||
| 3960 BROADWAY 4TH FLOOR | NEW YORK | NY | 10032 | 263945673 | $64,591 | $0 | N/A | N/A | Research | ||
| HEALTHY START COALITION OF MIAMI-DADE INC | |||||||||||
| 7205 NW 19TH STREET SUITE 500 | MIAMI | FL | 33126 | 651102736 | $35,000 | $0 | N/A | N/A | Research | 501(c)(3) | |
| HUMANA INC | |||||||||||
| 3594 RELIABLE PARKWAY | CHICAGO | IL | 60686 | 610647538 | $62,412 | $0 | N/A | N/A | Research | ||
| IMPACT RESEARCH LLC | |||||||||||
| 10420 LITTLE PATUXENT PKWY 530 | COLUMBIA | MD | 21044 | 271635564 | $28,049 | $0 | N/A | N/A | Research | ||
| INDIANA UNIVERSITY | |||||||||||
| PO BOX 78000 | DETROIT | MI | 48278 | 356001673 | $128,865 | $0 | N/A | N/A | Research | State of IN | |
| INTERNATIONAL AIDS VACCINE INITIATIVE INC | |||||||||||
| 125 BROAD STREET 9TH FLOOR | NEW YORK | NY | 10004 | 133870223 | $511,657 | $0 | N/A | N/A | Research | 501(c)(3) | |
| ITRI CORPORATION | |||||||||||
| 7208 HADLOW DRIVE | SPRINGFIELD | VA | 22152 | 541920597 | $462,605 | $0 | N/A | N/A | Research | ||
| JACKSON MEMORIAL HOSPITAL | |||||||||||
| 1500 NW 12 AVE | MIAMI | FL | 33136 | 591713947 | $219,620 | $0 | N/A | N/A | Research | 501(c)(3) | |
| JACOBI MEDICAL CENTER | |||||||||||
| 1400 PELHAM PARKWAY SOUTH BLDG 1 | BRONX | NY | 10461 | 132655001 | $7,500 | $0 | N/A | N/A | Research | ROOM BS15 | |
| JEFF MURRAYS PROGRAMMING SHOP | |||||||||||
| 1215 PRYTANIA STREET SUITE 235 | NEW ORLEANS | LA | 70130 | 721206635 | $34,560 | $0 | N/A | N/A | Research | ||
| JOHNS HOPKINS UNIVERSITY | |||||||||||
| 12529 COLLECTIONS CENTER DRIVE | CHICAGO | IL | 60693 | 520595110 | $164,220 | $0 | N/A | N/A | Research | 501(c)(3) | |
| LA JOLLA INSTITUTE FOR ALLERGY | |||||||||||
| 9420 ATHENA CIRCLE | LA JOLLA | CA | 92037 | 330328688 | $94,003 | $0 | N/A | N/A | Research | 501(c)(3) | |
| LARKIN COMMUNITY HOSPITAL INC | |||||||||||
| 7031 SW 62ND AVENUE | SOUTH MIAMI | FL | 33143 | 650729921 | $27,586 | $0 | N/A | N/A | Research | ||
| LIBERTY KIDS INC | |||||||||||
| 50 NE 128TH STREET | MIAMI | FL | 33161 | 205019202 | $11,445 | $0 | N/A | N/A | Research | ||
| MANHATTAN COLLEGE | |||||||||||
| 4513 MANHATTAN COLLEGE PKWY | RIVERDALE | NY | 10471 | 131740468 | $33,577 | $0 | N/A | N/A | Research | 501(c)(3) | |
| MASS GENERAL HOSPITAL CORP | |||||||||||
| PO BOX 414876 | BOSTON | MA | 02241 | 042697983 | $19,000 | $0 | N/A | N/A | Research | 501(c)(3) | |
| MAYO CLINIC | |||||||||||
| PO BOX 860334 | MINNEAPOLIS | MN | 55486 | 860800150 | $17,227 | $0 | N/A | N/A | Research | 501(c)(3) | |
| MAYO CLINIC ROCHESTER | |||||||||||
| PO BOX 860334 | MINNEAPOLIS | MN | 55486 | 416011702 | $6,976 | $0 | N/A | N/A | Research | 501(c)(3) | |
| MEDICAL UNIV OF SOUTH CAROLINA | |||||||||||
| 171 ASHLEY AVE MSC 908 | CHARLESTON | SC | 29425 | 576000722 | $16,528 | $0 | N/A | N/A | Research | State of SC | |
| MIAMI DADE AHEC | |||||||||||
| 1200 NW 78TH AVENUE SUITE 209 | MIAMI | FL | 33126 | 650009277 | $85,683 | $0 | N/A | N/A | Research | 501(c)(3) | |
| MONTANA STATE UNIVERSITY | |||||||||||
| PO BOX 173460 | BOZEMAN | MT | 59717 | 816010045 | $399,143 | $0 | N/A | N/A | Research | State of MT | |
| MONTEFIORE MEDICAL CENTER | |||||||||||
| 1300 MORRIS PARK AVE | BRONX | NY | 10461 | 131740114 | $6,750 | $0 | N/A | N/A | Research | 501(c)(3) | |
| MOUNT SINAI MEDICAL CENTER | |||||||||||
| 4300 ALTON ROAD 2ND FLOOR ASCHER | MIAMI BEACH | FL | 33140 | 590624424 | $120,994 | $0 | N/A | N/A | Research | 501(c)(3) | BUILDING |
| MUSEUM OF SCIENCE INC | |||||||||||
| 3280 S MIAMI AVE | MIAMI | FL | 33129 | 590854960 | $127,403 | $0 | N/A | N/A | Research | 501(c)(3) | |
| NEURO KINETICS INC | |||||||||||
| 128 GAMMA DR | PITTSBURGH | PA | 15238 | 251514558 | $250,000 | $0 | N/A | N/A | Research | ||
| NEW YORK HALL OF SCIENCE | |||||||||||
| 47-01 111 STREET | QUEENS | NY | 11368 | 112104059 | $24,714 | $0 | N/A | N/A | Research | 501(c)(3) | |
| NORTHWEST RESEARCH ASSOC INC | |||||||||||
| PO BOX 3027 | BELLEVUE | WA | 98009 | 911291143 | $45,000 | $0 | N/A | N/A | Research | ||
| NORTHWESTERN UNIVERSITY | |||||||||||
| 633 CLARK ST CROWN CENTER G547 | EVANSTON | IL | 60208 | 362167817 | $151,203 | $0 | N/A | N/A | Research | 501(c)(3) | |
| NOVA SOUTHEASTERN UNIVERSITY | |||||||||||
| 3100 SW 9TH AVENUE | FT LAUDERDALE | FL | 33315 | 591083502 | $638,741 | $0 | N/A | N/A | Research | 501(c)(3) | |
| OPERATION PAR INC | |||||||||||
| 6655 66TH ST N | PINELLAS PARK | FL | 33781 | 591349234 | $23,233 | $0 | N/A | N/A | Research | 501(c)(3) | |
| OREGON HEALTH & SCIENCE UNIVERSITY | |||||||||||
| 0690 SW BANCROFT ST | PORTLAND | OR | 97239 | 931176109 | $87,086 | $0 | N/A | N/A | Research | State of OR | |
| OREGON STATE UNIVERSITY | |||||||||||
| PO BOX 1086 | CORVALLIS | OR | 97339 | 611730890 | $65,562 | $0 | N/A | N/A | Research | State of OR | |
| PENNSYLVANIA STATE UNIVERSITY | |||||||||||
| 227 W BEARVER AVE STE 401 | STATE COLLEGE | PA | 16801 | 246000376 | $86,565 | $0 | N/A | N/A | Research | State of PA | |
| PHILADELPHIA UNIVERSITY | |||||||||||
| SCHOOL HOUSE LAND AND HENRY AV | PHILADELPHIA | PA | 19144 | 231352294 | $133,720 | $0 | N/A | N/A | Research | 501(c)(3) | |
| REAL PREVENTION | |||||||||||
| 765 LONG HILL ROAD | GILLETTE | NJ | 07933 | 462906812 | $11,173 | $0 | N/A | N/A | Research | ||
| REGENTS OF THE UNIV OF CALIFORNIA SAN DIEGO | |||||||||||
| 9500 GILMAN DRIVE | LA JOLLA | CA | 92093 | 956006144 | $646,621 | $0 | N/A | N/A | Research | State of CA | |
| REGENTS OF UNIV OF COLORADO | |||||||||||
| PO BOX 910220 | DENVER | CO | 80291 | 846000555 | $103,112 | $0 | N/A | N/A | Research | State of CO | |
| REMOTE MEASUREMENTS & RESEARCH | |||||||||||
| 214 EUCLID AVE | SEATTLE | WA | 98122 | 260728644 | $12,322 | $0 | N/A | N/A | Research | ||
| RESEARCH FOUNDATION FOR MENTAL HYGIENE | |||||||||||
| 150 BROADWAY RIVERVIEW CENTER STE | MENANDA | NY | 12204 | 141410842 | $42,107 | $0 | N/A | N/A | Research | 501(c)(3) | 301 |
| RESEARCH FOUNDATION SUNY | |||||||||||
| 230 WEST 41ST STREET 7TH FLOOR | NEW YORK | NY | 10036 | 141368361 | $147,633 | $0 | N/A | N/A | Research | 501(c)(3) | |
| RUSH UNIVERSITY MEDICAL CENTER | |||||||||||
| 1700 W VAN BUREN ST SUITE 277 | CHICAGO | IL | 60612 | 362174823 | $86,080 | $0 | N/A | N/A | Research | 501(c)(3) | |
| SAN JOSE STATE UNIVERSITY | |||||||||||
| 210 N FOURTH STREET 4TH FLOOR | SAN JOSE | CA | 95112 | 946017638 | $2,339,554 | $0 | N/A | N/A | Research | 501(c)(3) | |
| SANFORD-BURNHAM MEDICAL RESEARCH INSTITUTE | |||||||||||
| 10901 NORTH TORREY PINES ROAD | LA JOLLA | CA | 92037 | 510197108 | $216,836 | $0 | N/A | N/A | Research | 501(c)(3) | |
| SCRIPPS RESEARCH INSTITUTE | |||||||||||
| 10550 NORTH TORREY PINES RD | LA JOLLA | CA | 92037 | 330435954 | $738,175 | $0 | N/A | N/A | Research | 501(c)(3) | |
| SHEPHERD CENTER INC | |||||||||||
| 2020 PEACHTREE ROAD NW | ATLANTA | GA | 30309 | 510141601 | $52,751 | $0 | N/A | N/A | Research | 501(c)(3) | |
| SIEMENS CORPORATION CORP TECH | |||||||||||
| 755 COLLEGE ROAD EAST | PRINCETON | NJ | 08540 | 132623356 | $61,184 | $0 | N/A | N/A | Research | ||
| SIMPSON WEATHER ASSOCIATES INC | |||||||||||
| 809 R JEFFERSON STREET | CHARLOTTESVILLE | VA | 22902 | 541132684 | $30,863 | $0 | N/A | N/A | Research | ||
| SOUTH FLORIDA VA FOUNDATION FOR RESEARCH & EDUCATION | |||||||||||
| 1201 NW 16 STREET ROOM 2A103C | MIAMI | FL | 33125 | 650207903 | $71,199 | $0 | N/A | N/A | Research | 501(c)(3) | |
| SOUTHERN METHODIST UNIVERSITY | |||||||||||
| PO BOX 750259 | DALLAS | TX | 75275 | 750800689 | $97,068 | $0 | N/A | N/A | Research | 501(c)(3) | |
| SPECTRUM PROGRAMS INC | |||||||||||
| 6100 BLUE LAGOON DRIVE SUITE 400 | MIAMI | FL | 33126 | 591415981 | $136,425 | $0 | N/A | N/A | Research | 501(c)(3) | |
| SPEECH PATHOLOGY AND EDUCATIONAL CENTER INC | |||||||||||
| 8510 SOUTHWEST 8TH STREET | MIAMI | FL | 33144 | 650303523 | $146,990 | $0 | N/A | N/A | Research | ||
| SRI INTERNATIONAL | |||||||||||
| PO BOX 2767 | MENLO PARK | CA | 94025 | 941160950 | $108,267 | $0 | N/A | N/A | Research | 501(c)(3) | |
| TEMPLE UNIVERSITY | |||||||||||
| PO POX 824242 | PHILADELPHIA | PA | 19182 | 231365971 | $378,868 | $0 | N/A | N/A | Research | 501(c)(3) | |
| TERAFLUX CORPORATION | |||||||||||
| 952 NW 8TH ST | BOCA RATON | FL | 33486 | 300053384 | $77,725 | $0 | N/A | N/A | Research | ||
| TEXAS A&M UNIVERSITY AT GALVESTON | |||||||||||
| 400 HARVEY MITCHELL PARKWAY S SUITE | COLLEGE STA | TX | 77845 | 742907553 | $57,779 | $0 | N/A | N/A | Research | State of TX | 300 |
| TEXAS A&M UNIVERSITY CORPUS CHRISTI | |||||||||||
| 6300 OCEAN DRIVE | CORPUS CHRISTI | TX | 78412 | 741760663 | $156,330 | $0 | N/A | N/A | Research | State of TX | |
| THE REGENTS OF THE UNIV OF CA AT BERKELEY | |||||||||||
| 2850 TELEGRAPH AVE STE 500 | BERKELEY | CA | 94705 | 946002123 | $9,235 | $0 | N/A | N/A | Research | State of CA | |
| THE REGENTS OF THE UNIV OF CALIFORNIA SANTA BARBARA | |||||||||||
| 3227 CHEADLE HALL | SANTA BARBARA | CA | 93106 | 956006145 | $124,271 | $0 | N/A | N/A | Research | State of CA | |
| THE REGENTS OF THE UNIV OF MICHIGAN | |||||||||||
| PO BOX 223131 | PITTSBURGH | PA | 15251 | 386006309 | $61,844 | $0 | N/A | N/A | Research | 501(c)(3) | |
| THE REGENTS OF UNIV OF CALIFORNIA | |||||||||||
| BOX 957089 1125 MURPHY HALL | LOS ANGELES | CA | 90095 | 956006143 | $50,622 | $0 | N/A | N/A | Research | State of CA | |
| THE ROCKEFELLER UNIVERSITY | |||||||||||
| 1230 YORK AVENUE BOX 259 | NEW YORK | NY | 10065 | 131624158 | $207,891 | $0 | N/A | N/A | Research | 501(c)(3) | |
| THE UNIVERSITY OF MONTANA | |||||||||||
| 32 CAMPUS DRIVE | MISSOULA | MT | 59812 | 816001713 | $208,900 | $0 | N/A | N/A | Research | State of MT | |
| THE VILLAGE | |||||||||||
| 169 E FLAGLER ST STE 1300 | MIAMI | FL | 33131 | 591452736 | $27,702 | $0 | N/A | N/A | Research | 501(c)(3) | |
| THERAPY AND LEARNING CORP | |||||||||||
| 621 NE 13 STREET | HOMESTEAD | FL | 33030 | 830471851 | $16,090 | $0 | N/A | N/A | Research | ||
| TRANSLATIONAL GENOMICS RESEARCH | |||||||||||
| 445 NORTH FIFTH STREET SUITE 600 | PHOENIX | AZ | 85004 | 753065445 | $122,057 | $0 | N/A | N/A | Research | 501(c)(3) | |
| TRUSTEES OF DARTMOUTH COLLEGE | |||||||||||
| 11 ROPE FERRY ROAD | HANOVER | NH | 03755 | 020222111 | $10,773 | $0 | N/A | N/A | Research | 501(c)(3) | |
| UNAVCO INC | |||||||||||
| 6350 NAUTILUS DRIVE | BOULDER | CO | 80301 | 841588357 | $113,705 | $0 | N/A | N/A | Research | 501(c)(3) | |
| UNIV OF PUERTO RICO | |||||||||||
| PO BOX 365067 | SAN JUAN | PR | 00936 | 660433762 | $23,805 | $0 | N/A | N/A | Research | Gov't of PR | |
| UNIV OF ROCHESTER | |||||||||||
| 910 GENESEE STREET SUITE 200 | ROCHESTER | NY | 14611 | 160743209 | $60,663 | $0 | N/A | N/A | Research | 501(c)(3) | |
| UNIVERSITY CITY SCIENCE CENTER | |||||||||||
| 3711 MARKET STREET SUITE 800 | PHILADELPHIA | PA | 19104 | 231645908 | $181,228 | $0 | N/A | N/A | Research | 501(c)(3) | |
| UNIVERSITY CORPORATION FOR ATMOSPHERIC RESEARCH | |||||||||||
| PO BOX 3000 | BOULDER | CO | 80307 | 840412668 | $20,468 | $0 | N/A | N/A | Research | 501(c)(3) | |
| UNIVERSITY HOSPITALS OF CLEVELAND | |||||||||||
| PO BOX 74420 | CLEVELAND | OH | 44194 | 341567805 | $19,237 | $0 | N/A | N/A | Research | 501(c)(3) | |
| UNIVERSITY OF ARIZONA | |||||||||||
| 1303 E UNIVERSITY BLVD BOX 3 | TUCSON | AZ | 85719 | 866004791 | $161,038 | $0 | N/A | N/A | Research | State of AZ | |
| UNIVERSITY OF CALIFORNIA | |||||||||||
| BOX 957089 1125 MURPHY HALL | LOS ANGELES | CA | 90095 | 952226406 | $74,986 | $0 | N/A | N/A | Research | State of CA | |
| UNIVERSITY OF CENTRAL FLORIDA | |||||||||||
| 12424 RESEARCH PKWY STE 220 | ORLANDO | FL | 32826 | 592924021 | $478,307 | $0 | N/A | N/A | Research | State of FL | |
| UNIVERSITY OF COLORADO DENVER | |||||||||||
| 13123 E 16TH AVENUE BOX-055 | AURORA | CO | 80045 | 846000555 | $13,500 | $0 | N/A | N/A | Research | State of CO | |
| UNIVERSITY OF DELAWARE | |||||||||||
| 116 STUDENT SERVICES BLDG | NEWARK | DE | 19716 | 516000297 | $137,470 | $0 | N/A | N/A | Research | 501(c)(3) | |
| UNIVERSITY OF FLORIDA | |||||||||||
| PO BOX 113001 | GAINESVILLE | FL | 32611 | 596002052 | $405,274 | $0 | N/A | N/A | Research | State of FL | |
| UNIVERSITY OF HAWAII | |||||||||||
| 2440 CAMPUS ROAD BOX 368 | HONOLULU | HI | 96822 | 990085260 | $119,454 | $0 | N/A | N/A | Research | State of HI | |
| UNIVERSITY OF HOUSTON | |||||||||||
| PO BOX 988 | HOUSTON | TX | 77001 | 746001399 | $25,991 | $0 | N/A | N/A | Research | State of TX | |
| UNIVERSITY OF ILLINOIS LIBRARY | |||||||||||
| PO BOX 20787 | SPRINGFIELD | IL | 62708 | 376000511 | $536,945 | $0 | N/A | N/A | Research | 501(c)(3) | |
| UNIVERSITY OF IOWA | |||||||||||
| 200 HAWKINS DRIVE | IOWA CITY | IA | 52242 | 426004813 | $104,298 | $0 | N/A | N/A | Research | State of IA | |
| UNIVERSITY OF KENTUCKY RESEARCH | |||||||||||
| PO BOX 931113 | CLEVELAND | OH | 44193 | 616033693 | $44,684 | $0 | N/A | N/A | Research | 501(c)(3) | |
| UNIVERSITY OF MARYLAND | |||||||||||
| PO BOX 41428 | BALTIMORE | MD | 21203 | 526002033 | $126,453 | $0 | N/A | N/A | Research | State of MD | |
| UNIVERSITY OF MEDICINE & DENTISTRY OF NEW JERSEY | |||||||||||
| 65 BERGEN STREET | NEWARK | NJ | 07107 | 221775306 | $5,400 | $0 | N/A | N/A | Research | State of NJ | |
| UNIVERSITY OF MINNESOTA | |||||||||||
| NW 5957 PO BOX 1450 | MINNEAPOLIS | MN | 55485 | 416007513 | $326,132 | $0 | N/A | N/A | Research | State of MN | |
| UNIVERSITY OF NEBRASKA LINCOLN | |||||||||||
| PO BOX 830861 | LINCOLN | NE | 68583 | 470491233 | $15,201 | $0 | N/A | N/A | Research | State of NE | |
| UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL | |||||||||||
| CAMPUS BOX 7295 | CHAPEL HILL | NC | 27599 | 566001393 | $100,720 | $0 | N/A | N/A | Research | State of NC | |
| UNIVERSITY OF NORTH CAROLINA AT WILMINGTON | |||||||||||
| 601 S COLLEGE ROAD-H0155 | WILMINGTON | NC | 28403 | 561258660 | $58,906 | $0 | N/A | N/A | Research | State of NC | |
| UNIVERSITY OF PENNSYLVANIA | |||||||||||
| PO BOX 785541 | PHILADELPHIA | PA | 19178 | 231352685 | $354,897 | $0 | N/A | N/A | Research | 501(c)(3) | |
| UNIVERSITY OF PITTSBURGH | |||||||||||
| 7500 THOMAS BLVD | PITTSBURGH | PA | 15260 | 250965591 | $241,373 | $0 | N/A | N/A | Research | 501(c)(3) | |
| UNIVERSITY OF PUERTO RICO AT MAYAGUEZ | |||||||||||
| CALL BOX 9000 | MAYAGUEZ | PR | 00681 | 660433461 | $18,705 | $0 | N/A | N/A | Research | Government of PR | |
| UNIVERSITY OF SOUTH FLORIDA | |||||||||||
| PO BOX 864568 | ORLANDO | FL | 32886 | 592959590 | $859,691 | $0 | N/A | N/A | Research | 501(c)(3) | |
| UNIVERSITY OF SOUTHERN CALIFORNIA | |||||||||||
| SPONSORED PROJECTS ACCOUNTING FILE | LOS ANGELES | CA | 90033 | 951642394 | $239,757 | $0 | N/A | N/A | Research | 501(c)(3) | |
| UNIVERSITY OF TEXAS AT AUSTIN | |||||||||||
| PO BOX 7159 | AUSTIN | TX | 78713 | 746000203 | $143,136 | $0 | N/A | N/A | Research | State of TX | |
| UNIVERSITY OF TEXAS AT DALLAS | |||||||||||
| 800 W CAMPBELL RD AD37 | RICHARDSON | TX | 75080 | 751305566 | $109,661 | $0 | N/A | N/A | Research | State of TX | |
| UNIVERSITY OF TEXAS HEALTH SCIENCE CENTER | |||||||||||
| 7703 FLOYD CURL DRIVE | SAN ANTONIO | TX | 78229 | 741586031 | $19,195 | $0 | N/A | N/A | Research | State of TX | |
| UNIVERSITY OF UTAH | |||||||||||
| 201 S PRESIDENTS CIRCLE RM 406 | SALT LK CITY | UT | 84112 | 876000525 | $23,475 | $0 | N/A | N/A | Research | State of UT | |
| UNIVERSITY OF WASHINGTON | |||||||||||
| 12455 COLLECTIONS DRIVE | CHICAGO | IL | 60693 | 916001537 | $10,229 | $0 | N/A | N/A | Research | State of WA | |
| UNIVERSITY OF WISCONSIN | |||||||||||
| UW-MADISON OFF RESEARCH SPONSORED | MILWAUKEE | WI | 53278 | 391805963 | $1,228,439 | $0 | N/A | N/A | Research | 501(c)(3) | PROG DRAWER 538 |
| VACCINE & GENE THERAPY INSTITUTE | |||||||||||
| 9801 SW DISCOVERY WAY | PORT ST LUCIE | FL | 34987 | 364631835 | $67,086 | $0 | N/A | N/A | Research | 501(c)(3) | |
| VANDERBILT UNIVERSITY MEDICAL | |||||||||||
| PO BOX 121236 DEPT 1236 | DALLAS | TX | 75312 | 620476822 | $137,934 | $0 | N/A | N/A | Research | 501(c)(3) | |
| VIRGINIA INSTITUTE OF MARINE SCIENCES | |||||||||||
| PO BOX 1346 | GLOUCESTER PT | VA | 23062 | 546001802 | $161,399 | $0 | N/A | N/A | Research | ||
| WAKE FOREST UNIVERSITY | |||||||||||
| FINANCIAL SVCS/GRANTS MGMT MEDICAL | WINSTONSALEM | NC | 27157 | 560532138 | $121,188 | $0 | N/A | N/A | Research | 501(c)(3) | CENTER BLVD |
| WHITE RIVER TECHNOLOGIES INC | |||||||||||
| 1242 CHESTNUT STREET | NEWTON | MA | 02464 | 461150759 | $20,249 | $0 | N/A | N/A | Research | ||
| WOODS HOLE OCEANOGRAPHIC INST | |||||||||||
| MAIL STOP 8 | WOODS HOLE | MA | 02543 | 042105850 | $27,419 | $0 | N/A | N/A | Research | 501(c)(3) | |
| YALE UNIVERSITY | |||||||||||
| PO BOX 1873 | NEW HAVEN | CT | 06508 | 060646697 | $161,807 | $0 | N/A | N/A | Research | 501(c)(3) | |
| AMERICAN CANCER SOCIETY | |||||||||||
| 8095 NW 12 ST SUITE 200 | DORAL | FL | 33126 | 131788491 | $64,500 | $0 | N/A | N/A | General Support | 501(c)(3) | |
| GILDA'S CLUB OF SOUTH FLORIDA | |||||||||||
| 119 ROSE DRIVE | FT LAUDERDALE | FL | 33316 | 650528626 | $50,000 | $0 | N/A | N/A | General Support | 501(c)(3) | |
| LEADERSHIP BROWARD FOUNDATION | |||||||||||
| 1640 W OAKLAND PARK BLVD SUITE 400 | FT LAUDERDALE | FL | 33311 | 650387636 | $16,000 | $0 | N/A | N/A | General Support | 501(c)(3) | |
| LSU HEALTH SCIENCES CENTER FOUNDATION | |||||||||||
| 2000 TULANE AVENUE 4TH FLOOR | NEW ORLEANS | LA | 70112 | 721115391 | $5,040 | $0 | N/A | N/A | General Support | 501(c)(3) | |
| NATIONAL NEUROTRAUMA SYMPOSIUM | |||||||||||
| 9037 RON DEN LANE | WINDERMERE | FL | 34786 | 200097245 | $10,000 | $0 | N/A | N/A | General Support | 501(c)(3) | |
| SOUTH FLORIDA HOSPITAL AND HEALTHCARE ASSOCIATION | |||||||||||
| 1855 GRIFFIN ROAD SUITE A-415 | DANIA BEACH | FL | 33004 | 590979494 | $10,000 | $0 | N/A | N/A | General Support | 501(c)(6) | |
| THE ALS RECOVERY FUND | |||||||||||
| ONE GROVE ISLE DRIVE UNIT 1602 | COCONUT GROVE | FL | 33133 | 650265802 | $15,000 | $0 | N/A | N/A | General Support | 501(c)(3) | |
| THE MIAMI FOUNDATION | |||||||||||
| 200 SOUTH BISCAYNE BOULEVARD | MIAMI | FL | 33131 | 650350357 | $5,075 | $0 | N/A | N/A | General Support | 501(c)(3) | |
| WPBT CHANNEL 2 | |||||||||||
| PO BOX 610002 | MIAMI | FL | 33261 | 590737868 | $10,000 | $0 | N/A | N/A | General Support | 501(c)(3) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 135 | Total501c3OrgCnt |
| Total Other Org | 24 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|
| Scholarships for tuition housing meals and books | 13554 | $387,153,761 | N/A | N/A |
| Grants and Other Assistance - Research | 1 | $12,900 | N/A | N/A |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 2: | Procedure for Monitoring Grants: Grants to organizations and individuals awarded for the purpose of conducting research are monitored as follows: Subcontracts are issued with a defined scope of work and a budget and include other terms and conditions such as frequency of required reporting. The faculty member at the University of Miami responsible for the grant monitors the scientific progress via site visits, correspondence, reports, etc. Invoices submitted for payments by the outside organization or by an individual are approved by the University of Miami Faculty member responsible for the grant. |
| Schedule I, Part III: | Assistance to the University students in the form of scholarships are awarded for the purpose of aiding with the cost of attending the University (i.e., for tuition, housing and meals). Scholarships are based on need and academic achievement. Total scholarships, grants and loans cannot exceed the total cost of attendance. The University publishes criteria for the eligibility requirements needed to award a scholarship. The amount of aid awarded is based on a need analysis formula developed by the federal government and includes verification of the information submitted by the student. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Personal Services | Yes (X) | PersonalServicesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (29 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Donna E Shalala | ||||||||||||||
| President | $1,095,833 | $0 | $0 | $0 | $110,765 | $0 | $16,683 | $0 | $364,163 | $0 | $1,587,444 | $0 | $0 | $0 |
| Thomas J LeBlanc | ||||||||||||||
| Executive VP & Provost | $714,673 | $0 | $0 | $0 | $74,625 | $0 | $16,683 | $0 | $19,995 | $0 | $825,976 | $0 | $0 | $0 |
| P Goldschmidt-Clermont | ||||||||||||||
| Sr VP Medical Affairs-Dean Sch Med | $1,159,999 | $0 | $0 | $0 | $117,880 | $0 | $16,683 | $0 | $60,286 | $0 | $1,354,848 | $0 | $0 | $0 |
| Joseph T Natoli | ||||||||||||||
| Sr VP Business & Finance and CFO | $769,544 | $0 | $0 | $0 | $514,345 | $0 | $15,166 | $0 | $20,940 | $0 | $1,319,995 | $0 | $0 | $0 |
| Sergio M Gonzalez | ||||||||||||||
| Sr VP, Advancement & External Affair | $599,759 | $0 | $0 | $0 | $56,364 | $0 | $20,581 | $0 | $76,428 | $0 | $753,132 | $0 | $0 | $0 |
| John G Haller | ||||||||||||||
| VP, Enrollment Management | $100,059 | $0 | $0 | $0 | $66,238 | $0 | $0 | $0 | $5,240 | $0 | $171,537 | $0 | $0 | $0 |
| John R Shipley | ||||||||||||||
| VP & Treasurer | $398,002 | $0 | $0 | $0 | $20,608 | $0 | $17,333 | $0 | $21,527 | $0 | $457,470 | $0 | $0 | $0 |
| Rodolfo Fernandez | ||||||||||||||
| VP for Government Affairs | $217,209 | $0 | $0 | $0 | $41,154 | $0 | $25,619 | $0 | $48,460 | $0 | $332,442 | $0 | $0 | $0 |
| Larry D Marbert | ||||||||||||||
| VP for Real Estate & Facilities | $377,245 | $0 | $0 | $0 | $16,901 | $0 | $18,922 | $0 | $7,482 | $0 | $420,550 | $0 | $0 | $0 |
| Jacqueline R Menendez | ||||||||||||||
| VP for University Communications | $303,941 | $0 | $0 | $0 | $414 | $0 | $23,166 | $0 | $42,100 | $0 | $369,621 | $0 | $0 | $0 |
| Aileen M Ugalde | ||||||||||||||
| VP, General Counsel, University Sec | $529,972 | $0 | $0 | $0 | $43,479 | $0 | $27,883 | $0 | $16,225 | $0 | $617,559 | $0 | $0 | $0 |
| Patricia A Whitely | ||||||||||||||
| VP for Student Affairs | $350,485 | $0 | $0 | $0 | $62,383 | $0 | $33,646 | $0 | $21,377 | $0 | $467,891 | $0 | $0 | $0 |
| Nerissa Morris | ||||||||||||||
| VP for Human Resources | $411,101 | $0 | $0 | $0 | $20,948 | $0 | $17,333 | $0 | $9,440 | $0 | $458,822 | $0 | $0 | $0 |
| Stephen Cawley | ||||||||||||||
| VP for Information Technology | $430,596 | $0 | $0 | $0 | $6,834 | $0 | $15,874 | $0 | $13,087 | $0 | $466,391 | $0 | $0 | $0 |
| Mark Diaz | ||||||||||||||
| VP of Budget and Planning | $405,737 | $0 | $116,250 | $0 | $302,100 | $0 | $21,085 | $0 | $36,048 | $0 | $881,220 | $0 | $0 | $0 |
| Rudolph Rudy Green | ||||||||||||||
| VP & Chief Compliance Officer | $299,965 | $0 | $0 | $0 | $1,696 | $0 | $25,166 | $0 | $19,791 | $0 | $346,618 | $0 | $0 | $0 |
| Alfred J Golden | ||||||||||||||
| Head Coach, Football | $153,458 | $0 | $0 | $0 | $2,537,608 | $0 | $16,000 | $0 | $20,237 | $0 | $2,727,303 | $0 | $0 | $0 |
| James J Larranaga | ||||||||||||||
| Head Coach, Basketball | $255,488 | $0 | $0 | $0 | $1,039,839 | $0 | $25,778 | $0 | $18,453 | $0 | $1,339,558 | $0 | $0 | $0 |
| Nestor de la Cruz-Munoz | ||||||||||||||
| Associate Professor Dept of Surgery | $597,500 | $0 | $755,845 | $0 | $125,079 | $0 | $15,166 | $0 | $19,723 | $0 | $1,513,313 | $0 | $0 | $0 |
| Dipen J Parekh | ||||||||||||||
| Professor, Urology | $757,252 | $0 | $0 | $0 | $344,883 | $0 | $15,166 | $0 | $19,971 | $0 | $1,137,272 | $0 | $0 | $0 |
| Lee D Kaplan | ||||||||||||||
| Professor, Orthopaedics | $683,003 | $0 | $421,519 | $0 | $379,044 | $0 | $17,997 | $0 | $22,589 | $0 | $1,524,152 | $0 | $0 | $0 |
| Theresa L Ashman fmr | ||||||||||||||
| Associate VP & Controller | $263,876 | $0 | $0 | $0 | $714 | $0 | $16,565 | $0 | $17,298 | $0 | $298,453 | $0 | $0 | $0 |
| David A Lubarsky fmr | ||||||||||||||
| Chief Med & System Integration Offcr | $669,990 | $0 | $110,000 | $0 | $358,086 | $0 | $16,683 | $0 | $44,111 | $0 | $1,198,870 | $0 | $0 | $0 |
| Alan S Livingstone MDfmr | ||||||||||||||
| Chief Exec, UHealth Clinical | $785,194 | $0 | $0 | $0 | $80,502 | $0 | $16,683 | $0 | $17,906 | $0 | $900,285 | $0 | $0 | $0 |
| Steven Falcone fmr | ||||||||||||||
| Chief Executive, UHealth Clinical | $552,321 | $0 | $0 | $0 | $160,592 | $0 | $16,683 | $0 | $67,851 | $0 | $797,447 | $0 | $0 | $0 |
| John Sory fmr | ||||||||||||||
| Chief Exec,UHealth Regional Alliance | $441,136 | $0 | $0 | $0 | $90 | $0 | $26,232 | $0 | $14,486 | $0 | $481,944 | $0 | $0 | $0 |
| Daniel J Snyder fmr | ||||||||||||||
| CEO, Univ of Miami Hospital | $214,783 | $0 | $0 | $0 | $16,146 | $0 | $0 | $0 | $1,282 | $0 | $232,211 | $0 | $0 | $0 |
| Richard Ballard fmr | ||||||||||||||
| CEO, Univ of Miami Hosp & Clinics | $392,851 | $0 | $0 | $0 | $23,628 | $0 | $15,166 | $0 | $20,811 | $0 | $452,456 | $0 | $0 | $0 |
| Michael Gittelman fmr | ||||||||||||||
| CEO, Anne Bates Leach Eye Hospital | $348,983 | $0 | $0 | $0 | $19,423 | $0 | $15,166 | $0 | $19,159 | $0 | $402,731 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 1a | FormAndLineReferenceDesc |
| Explanation | First Class Travel: First class travel was provided to Rodolfo Fernandez, Sergio Gonzalez, President, Donna E. Shalala, John Shipley, David Lubarsky, James J. Larranaga, Dipen Parekh, and Lee Kaplan. The amounts were not included in taxable income. House and Household Assistance: A house and household assistance is provided to the President, Donna E. Shalala, at the convenience of the employer as a condition of employment. The amounts were not included in taxable income. Travel for Companions: Companion travel was provided for James J. Larranaga. Amount was included in taxable income. Club Dues: Club dues were provided for Pascal Goldschmidt, Sergio M. Gonzalez, Thomas J. Leblanc, Joseph T. Natoli, Donna E. Shalala, James J. Larranaga and Alfred J. Golden. The amounts were included in taxable income. Social Club Dues: Social club dues were provided for Sergio M. Gonzalez and Donna E. Shalala. The amounts were not included in taxable income. | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (3 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| Miami-Dade Co Educ Fac Authority | ||||||||
| A | 596000573 | 59333AFW6 | 2007-04-26 | $473,302,567 | See Schedule K, Part VI | 0 | 0 | 0 |
| Miami-Dade Co Educ Fac Authority | ||||||||
| B | 596000573 | 59333AJW2 | 2008-05-08 | $293,597,924 | See Schedule K, Part VI | 0 | 0 | 0 |
| Miami-Dade Co Educ Fac Authority | ||||||||
| C | 596000573 | 59333ALR0 | 2012-12-12 | $106,138,985 | See Schedule K, Part VI | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Capitalized InterestCapitalizedInterestAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Capital ExpendituresCapitalExpendituresAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Working Capital ExpendituresWorkingCapitalExpendituresAmt | UnspentUnspentAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $57,095,000 | $478,963,291 | $16,255,508 | $303,488,136 | $3,097,405 | $3,351,958 | $152,770,284 | 2009 | Yes (1) | Yes (1) | Yes (1) | Yes (1) | ||
| B | $294,961,513 | $5,500,732 | $2,148,447 | $287,312,335 | 2009 | Yes (1) | 0 | Yes (1) | Yes (1) | |||||
| C | $106,148,514 | $1,362,175 | $929,658 | $78,216,017 | 2014 | Yes (1) | 0 | 0 | Yes (1) | $25,082,030 | $558,633 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Engage Bond Counsel ResearchEngageBondCounselResearchInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropPct | Remedial Action TakenRemedialActionTakenInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | Yes (1) | Yes (1) | Yes (1) | Yes (1) | Yes (1) | 0.00250 | 0.00610 | 0.00860 | 0 | 0 | Yes (1) | ||
| B | 0 | Yes (1) | Yes (1) | Yes (1) | Yes (1) | Yes (1) | 0.00650 | 0.00650 | 0 | Yes (1) | Yes (1) | 0.00380 | 0 | |
| C | 0 | Yes (1) | Yes (1) | Yes (1) | Yes (1) | Yes (1) | 0.01100 | 0.01100 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Business Name Line2GICProviderName/BusinessNameLine2Txt | Term Of GICTermOfGICPct | Regulatory Safe Harbor StsfdRegulatorySafeHarborStsfdInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Bayerische | ||||||||||||
| A | Yes (1) | 0 | 0 | Yes (1) | Landesbank | 2.100000000000 | Yes (1) | Yes (1) | Yes (1) | |||
| AEGONTransamerica | ||||||||||||
| B | 0 | 0 | 0 | Yes (1) | Occidential Life | 2.400000000000 | Yes (1) | Yes (1) | 0 | 0 | Yes (1) | |
| (no name) | ||||||||||||
| C | 0 | 0 | 0 | 0 | 0 | Yes (1) | Yes (1) | 0 | 0 | |||
Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
| C | Yes (1) |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule K, Part I - Line A, Column F: | FormAndLineReferenceDesc |
| Explanation | Acquire, construct, equip and renovate University facilities and refunding of the following: Series 1993- Issue Date January 5, 1994; Series 1996A- Issue Date March 13, 1996; Series 1996B - Issue Date October 1, 1996; Series 1997A - Issue Date January 10, 1997; Series 1997B - Issue Date April 1, 1997; Series 2000A - Issue Date December 7, 1999; Series 2000B - Issue Date February 3, 2000; Series 2004A - Issue Date January 28, 2004. Schedule K, Part I - Line B, Column F: Acquire, construct, equip, and renovate University facilities and refunding of: Promissory Note - Executed November 28, 2008. Schedule K, Part I - Line C, Column F: Acquire, construct, equip, and renovate University facilities and refund working capital. Schedule K, Part II - Line 3, Column A: Variance of $5,660,724 when compared to Part I - Line A, Column (e) is due to interest earnings. Schedule K, Part II - Line 3, Column B: Variance of $1,364,116 when compared to Part I - Line B, Column (e) is due to interest earnings. Schedule K, Part II - Line 3, Column C: Variance of $9,529 when compared to Part I - Line C, Column (e) is due to additional allocation of unspent issuance cost and interest earnings. Schedule K, Part III - Line 7, Column A, B, & C: Analysis of the private security and payment test results that the bond issue does not meet the test. Schedule K, Part IV - Line 1, Column A: Form 8038-T filed on 7/21/2011 for the Series 2007A. The next computation date is 5/31/2016. Schedule K, Part IV - Line 2c, Column B: Series 2008A rebate computation was performed in June 2012, but no rebate due. The next computation date is 5/31/2017. Schedule K, Part IV - Line 2a, Column C: Series 2012A rebate computation is scheduled for 5/31/2017. Schedule K, Part III - Line 8a-c, Column B: Series 2008A property (parcel) was sold on June 19, 2014 for $1.1M. The sale of the property did not require remedial action under 1.141-12(a)(1) because the private business use threshold was not exceeded. | ExplanationTxt |
Schedule L IRS990ScheduleL
Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash Grant | $136,059 | CashGrantAmt |
| Type Of Assistance | Disct Tuition | TypeOfAssistanceTxt |
| Assistance Purpose | Tuition Asst | AssistancePurposeTxt |
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (13 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| Brian LeBlanc | |||
| See Part V | $49,315 | See Part V | 0 |
| Rosemarie Ugalde | |||
| See Part V | $120,000 | See Part V | 0 |
| Jennifer McCafferty | |||
| See Part V | $25,573 | See Part V | 0 |
| Marlena Diaz | |||
| See Part V | $120,857 | See Part V | 0 |
| Sonia Mora | |||
| See Part V | $107,508 | See Part V | 0 |
| Eric Winter | |||
| See Part V | $82,284 | See Part V | 0 |
| Gino DiMare | |||
| See Part V | $136,903 | See Part V | 0 |
| Ryan Dandes | |||
| See Part V | $45,970 | See Part V | 0 |
| Jeanette Gonzalez-Calles | |||
| See Part V | $18,078 | See Part V | 0 |
| George Williamson III | |||
| See Part V | $12,375 | See Part V | 0 |
| Carolyn Rubenstein-Spoont | |||
| See Part V | $16,875 | See Part V | 0 |
| Leo Ramos Jr | |||
| See Part V | $46,140 | See Part V | 0 |
| Nicholas Ramos | |||
| See Part V | $40,546 | See Part V | 0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule L, Part IV - Lines 6 - 11, Col D | Family member of trustee. |
| Schedule L, Part IV - Lines 1 - 5, 12,13 Col B | Family member of officer. |
| Schedule L, Part IV - Lines 1-13, Col D | Family member employment. |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 767 | ContributionCnt |
| Noncash Contributions Rpt F990 | $846,053 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Fair Market Value | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 206 | ContributionCnt |
| Noncash Contributions Rpt F990 | $15,157,505 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Fair Market Value | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | Equipment | 142 | $220,792 | Fair Market Value |
| Yes (X) | Auction Items | 434 | $0 | See Part II |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 14 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 32b: | Third Party or Related Organizations Utilized: The University utilizes external brokers to sell securities when the donated securities are not deemed to fit into the University's investment portfolio. |
| Part I, Line 33: | Items Included On Schedule M Not In Revenue: b. Part I, Line 26 - Auction items: Columns B and C include items donated for sale at fundraising event auctions (such as gift certificates, etc.) which are subsequently sold at fundraising event auctions but which are not included on form 990, Part VIII, Line 1(g). |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 2 | Family and Business Relationships: Stuart Miller - Trustee, and Steven Saiontz - Trustee - Family Relationship; Stuart Miller - Trustee, and Steven Saiontz - Trustee - Business Relationship; George Feldenkreis - Trustee, Joseph Natoli - Officer - Business Relationship; Manuel Kadre - Trustee, Donna Shalala - Officer, Pascal Goldschmidt - Officer - Business Relationship; Charles Cobb-Trustee, Jorge Perez - Trustee - Business Relationship; Phillip T. Frost - Trustee, Phillip T. George - Trustee - Business Relationship; Marc Buoniconti - Trustee, Nicolas Buoniconti - Trustee, Paul DiMare - Trustee, Donna Shalala - Officer, Pascal Goldschmidt - Officer, Sergio Gonzalez - Officer - Business Relationship; Marc Buoniconti - Trustee, Nicolas Buoniconti - Trustee - Family Relationship |
| Form 990, Part VI, Section B, line 11 | Board Review of Form 990: Process by which the governing body was provided a copy of form 990 prior to filing: Form 990 is prepared by the University's Office of the Controller and reviewed by KPMG, LLP. Due to schedule constraints of committee chairs and members, the meeting dates for the Audit and Compliance Committee fluctuate from year to year. The University provides Form 990 to the Committee prior to filing. If the Committee's meeting dates do not coincide with the availability of the return, it is provided to the Committee electronically with time provided for questions and comments. Subsequent to the Committee's review a copy of the final return is shared with all voting members of the Board prior to filing. |
| Form 990, Part VI, Section B, line 12c | Monitoring and Compliance with Conflict of Interest Policy: The Office of the Secretary of the Board of Trustees sends an annual conflict of interest questionnaire together with the policy adopted by the Board to all trustees, officers and key employees. Once replies are received, they are reviewed by the Vice President and Chief Compliance Officer and the Chair of The Conflict of Interest Sub-Committee. When apparent conflicts arise, the Sub-Committee reviews and makes recommendations to the Executive Committee for management or denial of the relationship or proposal creating the conflict. |
| Form 990, Part VI, Section B, line 15 | Process for Review of Compensation of Officers and Key Employees: The Compensation Review Sub-Committee of the Executive Committee reviews a summary of proposed compensation and survey data for any offer to a new officer or key employee of the University, including the President and trustees who are employees of the University. Once the compensation is approved, it is provided to the payroll office as a record of the committee's approval. Minutes of the meeting of the Compensation Review Sub-Committee of the Executive Committee are written and recorded by the Office of the Secretary. The following process is performed annually, typically at the April/May meeting of the Compensation Review Sub-Committee of the Executive Committee to approve compensation for the President, Executive Vice President and Provost, Senior Vice President for Business and Finance and Chief Financial Officer, Senior Vice President for Advancement and External Affairs, Senior Vice President for Medical Affairs, the Vice President, General Counsel and Secretary, the Vice President for Medical administration, Vice President for Human Resources, Vice President and Chief Compliance Officer, the Intercollegiate Athletic Director, and employees who are current trustees and former trustees for up to 5 years following conclusion of their service on the board: each officer's supervisor completes a written performance review and proposes a salary increase, prior to the meeting. The University participates in an annual comprehensive compensation survey compiled by an actuarial firm. The actuarial firm produces a survey of universities across the United States and, separately, data from for-profit corporations for positions that have a for-profit equivalent. The Compensation Review Sub-Committee of the Executive Committee receives the performance appraisals for each officer, key employee and trustee/employee, the completed survey prepared by the actuary, and the current and proposed salaries and other cash compensation for each officer and key employee, including the President and trustees who are employees of the University. After review and discussion, the Compensation Review Sub-Committee of the Executive Committee approves the compensation for those officers listed above, including the President, who is excused while deliberation about his/her compensation is discussed, and trustees who are employees of the University. Once the compensation is approved, it is provided to the payroll office as a record of the committee's approval. Minutes of the meeting of the Compensation Review Sub-Committee of the Executive Committee are recorded and written by the Office of the Secretary. The sub-committee reviews executive compensation in April/May as described above, except the compensation for the Senior Vice President for Medical Affairs and the Dean of the Miller School of Medicine, which is reviewed in the fall. |
| Form 990, Part VI, Section C, line 19 | Governing Documents, Conflict of Interest Policy and Financial Statements Made Available to the General Public: The State of Florida, Department of State, Division of Corporations requires an annual registration filing, including any changes to organizational documents. Once filed, the documents can be viewed on the State of Florida web site. Financial statements of the university are made available on the University's website. The University's financial statements are also made available to the general public on the federal government's census bureau website. The Board's Conflict of Interest Policy is not made available to the public. |
| Form 990, Part VII, Section A, Officers, Directors, Trustees: | Edward A. Dauer is a Trustee and also serves as Research Associate Professor in the College of Engineering. Average hours per week estimate of 40 hours is based on a full time teaching load. |
| Form 990, Part XI, line 9: | Pension related changes other than Net Periodic Benefit Cost -53,382,915. Refunds of Contributions - $50,635 -50,635. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (10 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|
| Biscayne View Properties LLC | |||||||||
| 1395 Brickell Avenue 14th Floor | Miami | FL | 33131 | 590624458 | Real Estate | FL | $0 | $0 | University of Miami |
| Crestre LLC | |||||||||
| 1395 Brickell Avenue 14th Floor | Miami | FL | 33131 | 202458426 | Real Estate | FL | $37,956 | $699,870 | Biscayne View Properties LLC |
| 1509 Venture LLC | |||||||||
| 1395 Brickell Avenue 14th Floor | Miami | FL | 33131 | 202458426 | Real Estate | FL | $0 | $1,800,914 | Biscayne View Properties LLC |
| East Urban LLC | |||||||||
| 1395 Brickell Avenue 14th Floor | Miami | FL | 33131 | 202458426 | Real Estate | FL | $29,743 | $1,083,331 | Biscayne View Properties LLC |
| Tripop LLC | |||||||||
| 1395 Brickell Avenue 14th Floor | Miami | FL | 33131 | 202458426 | Real Estate | FL | $0 | $4,317,438 | Biscayne View Properties LLC |
| 7th Avenue Market LLC | |||||||||
| 1320 South Dixie Hwy Suite 705 | Coral Gables | FL | 33146 | 202458426 | Real Estate | FL | $1,556 | $3,024,899 | Biscayne View Properties LLC |
| Equi Terra LLC | |||||||||
| 1395 Brickell Avenue 14th Floor | Miami | FL | 33131 | 590624458 | Real Estate | FL | $0 | $0 | University of Miami |
| Ten Bor LLC | |||||||||
| 1395 Brickell Avenue 14th Floor | Miami | FL | 33131 | 273025289 | Real Estate | FL | $0 | $0 | Equi Terra LLC |
| PT Property Holding LLC | |||||||||
| 1395 Brickell Avenue 14th Floor | Miami | FL | 33131 | 273025289 | Real Estate | FL | $0 | $0 | Equi Terra LLC |
| University of Miami Preservation LLC | |||||||||
| 1252 Memorial Drive Room 230 | Coral Gables | FL | 33146 | 590624458 | Hold UM Designated Easement | FL | $0 | $0 | University of Miami |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| WVUM Inc | ||||||||||
| PO Box 248191 | Coral Gables | FL | 33124 | 591729614 | Edu Radio | FL | 501(C)(3) | Line 7 | N/A | Yes (1) |
| University Rathskeller Inc | ||||||||||
| 1330 Miller Drive | Coral Gables | FL | 33146 | 591410632 | Student Food & Beverage | FL | 501(C)(3) | Line 5 | N/A | Yes (1) |
| Friends of the School of Music | ||||||||||
| 12394 SW 82 Avenue | Miami | FL | 33156 | 650201227 | Fundraising | FL | 501(C)(3) | Line 9 | N/A | 0 |
| Ophthalmology Research Foundation Inc | ||||||||||
| PO Box 015869 | Miami | FL | 33101 | 237081974 | Fundraising | FL | 501(C)(3) | Line 11c, III-FI | N/A | 0 |
| The Buoniconti Fund to Cure Paralysis | ||||||||||
| 1095 NW 14th Terrace | Miami | FL | 33136 | 650244316 | Fundraising | FL | 501(C)(3) | Line 7 | N/A | 0 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (4 entries)
| Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Address Line1ForeignAddress/AddressLine1Txt | CountryForeignAddress/CountryCd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | OwnershipOwnershipPct |
|---|---|---|---|---|---|---|---|---|---|
| CRAT (2) | |||||||||
| Charitable Remainder Annuity Trust | FL | N/A | 0 | ||||||
| CRUT (7) | |||||||||
| Charitable Remainder Unitrust | FL | N/A | 0 | ||||||
| Perpetual (2) | |||||||||
| Perpetual Trust | FL | N/A | 0 | ||||||
| University of Miami Insurance Co Ltd | |||||||||
| Insurance | Yes (1) | Clarendon House 2 Church St HM 11 | BD | BD | UM | C | 1.00000 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WVUM Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | R | TransactionTypeTxt |
| Involved | $150,453 | InvolvedAmt |
| Method Of Amount Determination | See Part VII | MethodOfAmountDeterminationTxt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Form 990 - Schedule, R, Part V, Line 2 | FormAndLineReferenceDesc |
| Explanation | Method used to determine the transaction amounts with controlled organizations is based on cash provided to, or received from each controlled organization. | ExplanationTxt |