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EMORY UNIVERSITY: Form 990, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
EMORY UNIVERSITY (EIN 58-0566256)
Tax period
2014-09-01 to 2015-08-31
Filed
2016-07-18
IRS object ID
201642009349301069
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 ReturnHeader

FieldValueIRS element (for citing)
Return2016-07-18T15:39:22-05:00ReturnTs
Tax Period End2015-08-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KPMG LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1300 North Greene Street Suite 400AddressLine1Txt
CityGreensboroCityNm
State AbbreviationNCStateAbbreviationCd
ZIP27401ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2014-09-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN580566256EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1EMORY UNIVERSITYBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% CAROL KISSALInCareOfNm
Business Name ControlEMORBusinessNameControlTxt
Phone4047272827PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11599 CLIFTON ROAD 3RD FLOORAddressLine1Txt
CityATLANTACityNm
State AbbreviationGAStateAbbreviationCd
ZIP30322ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCAROL KISSALPersonNm
Person TitleVP-Finance/Chief Finance OfficerPersonTitleTxt
Signature2016-07-14SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonShawn M HutchinsonPreparerPersonNm
PTINP01048557PTIN
Phone3362753394PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-12-15 16:53:06ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerJAMES W WAGNER PRESIDENTPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11599 CLIFTON ROAD 3RD FLOORAddressLine1Txt
CityATLANTACityNm
State AbbreviationGAStateAbbreviationCd
ZIP30322ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$3,526,214,349GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresshttp://www.emory.eduWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1836FormationYr
Legal Domicile StateGALegalDomicileStateCd
Activity Or MissionEMORY UNIVERSITY'S MISSION IS TO CREATE, PRESERVE, TEACH, AND APPLY KNOWLEDGE IN THE SERVICE OF HUMANITY AND TO PROVIDE EXCELLENCE IN PATIENT CARE.ActivityOrMissionDesc
Voting Members Governing Body43VotingMembersGoverningBodyCnt
Voting Members Independent42VotingMembersIndependentCnt
Total Employee21955TotalEmployeeCnt
Total Volunteers6614TotalVolunteersCnt
Total Gross UBI$16,716,213TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$626,712,257PYContributionsGrantsAmt
CY Contributions Grants$585,280,325CYContributionsGrantsAmt
PY Program Service Revenue$2,304,555,257PYProgramServiceRevenueAmt
CY Program Service Revenue$2,479,177,894CYProgramServiceRevenueAmt
PY Investment Income$547,001,931PYInvestmentIncomeAmt
CY Investment Income$441,424,302CYInvestmentIncomeAmt
PY Other Revenue$26,349,527PYOtherRevenueAmt
CY Other Revenue$20,043,448CYOtherRevenueAmt
PY Total Revenue$3,504,618,972PYTotalRevenueAmt
CY Total Revenue$3,525,925,969CYTotalRevenueAmt
PY Grants And Similar Paid$281,486,235PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$297,011,511CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$1,560,797,104PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$1,647,450,509CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$20,627,141CYTotalFundraisingExpenseAmt
PY Other Expenses$1,215,402,256PYOtherExpensesAmt
CY Other Expenses$1,336,216,107CYOtherExpensesAmt
PY Total Expenses$3,057,685,595PYTotalExpensesAmt
CY Total Expenses$3,280,678,127CYTotalExpensesAmt
PY Revenues Less Expenses$446,933,377PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$245,247,842CYRevenuesLessExpensesAmt
Total Assets BOY$12,191,767,156TotalAssetsBOYAmt
Total Assets EOY$11,894,060,482TotalAssetsEOYAmt
Total Liabilities BOY$3,838,173,888TotalLiabilitiesBOYAmt
Total Liabilities EOY$3,874,437,717TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$8,353,593,268NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$8,019,622,765NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionSEE SCHEDULE OMissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$1,645,839,729ExpenseAmt
Grant$297,011,511GrantAmt
Revenue$888,599,126RevenueAmt
DescSEE SCHEDULE ODesc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$724,923,948ExpenseAmt
Grant$0GrantAmt
Revenue$865,671,973RevenueAmt
DescSEE SCHEDULE ODesc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$620,218,086ExpenseAmt
Grant$0GrantAmt
Revenue$724,906,795RevenueAmt
DescSEE SCHEDULE ODesc
FieldValueIRS element (for citing)
Total Program Service Expenses$2,990,981,763TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesYes (true)LobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtYes (true)CollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Temp Or Permanent EndowmentsYes (true)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (true)ReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingYes (true)SchoolOperatingInd
Foreign OfficeYes (true)ForeignOfficeInd
Foreign ActivitiesYes (true)ForeignActivitiesInd
More Than5000 K To OrgYes (true)MoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesYes (true)FundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalYes (true)OperateHospitalInd
Audited Financial Stmt AttYes (true)AuditedFinancialStmtAttInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsYes (true)TaxExemptBondsInd
Invest Tax Exempt BondsfalseInvestTaxExemptBondsInd
Escrow AccountfalseEscrowAccountInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemYes (true)BusinessRlnWithFamMemInd
Business Rln With Officer EntfalseBusinessRlnWithOfficerEntInd
Deductible Non Cash ContriYes (true)DeductibleNonCashContriInd
Deductible Art ContributionYes (true)DeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityYes (true)DisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntYes (true)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (true)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
IRP Document25395IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee21955EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountYes (true)ForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsYes (true)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (true)QuidProQuoContriDisclInd
Form8282 Property Disposed OfYes (true)Form8282PropertyDisposedOfInd
Form8282 Filed1Form8282FiledCnt
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members43GoverningBodyVotingMembersCnt
Independent Voting Member42IndependentVotingMemberCnt
Family Or Business RlnYes (true)FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsYes (true)ChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VentureYes (true)InvestmentInJointVentureInd
Written Policy Or ProcedureYes (true)WrittenPolicyOrProcedureInd
States Where Copy Of Return Is FldGAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonCAROL KISSALPersonNm
Phone4047272827PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11599 CLIFTON RD 3RD FLOORAddressLine1Txt
CityATLANTACityNm
State AbbreviationGAStateAbbreviationCd
ZIP30322ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (75 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerIndKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
J David Allen
Trustee1.02.0Yes (X)$0$0$0
Kathelen Amos
Trustee1.00.0Yes (X)$0$0$0
Facundo L Bacardi
Trustee1.00.0Yes (X)$0$0$0
Thomas Barkin
Trustee1.00.0Yes (X)$0$0$0
Thomas D Bell Jr
Trustee5.00.0Yes (X)$0$0$0
Henry L Bowden Jr
Trustee2.00.0Yes (X)$0$0$0
Susan A Cahoon
Trustee3.00.0Yes (X)$0$0$0
Shantella Carr Cooper
Trustee1.00.0Yes (X)$0$0$0
G Lindsey Davis
Trustee3.00.0Yes (X)$0$0$0
Walter M Deriso Jr
Trustee5.00.0Yes (X)$0$0$0
Russell R French
Trustee3.03.0Yes (X)$0$0$0
James R Gavin III
Trustee2.00.0Yes (X)$0$0$0
John T Glover
Trustee2.01.0Yes (X)$0$0$0
Robert C Goddard III
Trustee6.03.0Yes (X)$0$0$0
Javier Goizueta
Trustee1.00.0Yes (X)$0$0$0
Laura J Hardman
Trustee4.00.0Yes (X)$0$0$0
C Rob Henrikson
Trustee2.00.0Yes (X)$0$0$0
M Douglas Ivester
Trustee4.00.0Yes (X)$0$0$0
Muhtar Kent
Trustee1.00.0Yes (X)$0$0$0
Jonathan K Layne
Trustee4.00.0Yes (X)$0$0$0
Steven Lipstein
Trustee1.00.0Yes (X)$0$0$0
Deborah Marlowe
Trustee1.00.0Yes (X)$0$0$0
William T McAlilly
Trustee1.00.0Yes (X)$0$0$0
Teri Plummer McClure
Trustee1.00.0Yes (X)$0$0$0
Lee Miller
Trustee1.00.0Yes (X)$0$0$0
John F Morgan
Trustee7.00.0Yes (X)$0$0$0
Wendell S Reilly
Trustee4.01.0Yes (X)$0$0$0
John G Rice
Trustee1.01.0Yes (X)$0$0$0
Rick M Rieder
Trustee1.00.0Yes (X)$0$0$0
Teresa M Rivero
Trustee2.00.0Yes (X)$0$0$0
Adam H Rogers
Trustee1.00.0Yes (X)$0$0$0
Katherine T Rohrer
Trustee3.00.0Yes (X)$0$0$0
Gary W Rollins
Trustee1.00.0Yes (X)$0$0$0
Timothy C Rollins
Trustee1.00.0Yes (X)$0$0$0
Diane W Savage
Trustee4.00.0Yes (X)$0$0$0
Jeffrey H Schwartz
Trustee1.00.0Yes (X)$0$0$0
Leah Ward Sears
Trustee1.00.0Yes (X)$0$0$0
Lynn H Stahl
Trustee2.00.0Yes (X)$0$0$0
James E Swanson Sr
Trustee1.00.0Yes (X)$0$0$0
Mitchell Tanzman
Trustee1.00.0Yes (X)$0$0$0
Mary Virginia Taylor
Trustee1.00.0Yes (X)$0$0$0
Gregory Vaughn
Trustee1.00.0Yes (X)$0$0$0
William C Warren IV
Trustee1.00.0Yes (X)$0$0$0
B Michael Watson
Trustee1.00.0Yes (X)$0$0$0
Mark Weinberger
Trustee1.00.0Yes (X)$0$0$0
Peter Barnes
VP-Human Resources60.00.0$434,060$0$31,388Yes (X)
Mary L Cahill
VP-Investments and CIO60.00.0$1,376,161$0$347,208Yes (X)
Wright Caughman MD
EVP-Health Affairs35.034.0$888,124$834,261$284,288Yes (X)
Susan Cruse
SVP-Dev/Alum Relations65.00.0$614,861$0$46,096Yes (X)
Allison Dykes
VP-University Secretary60.00.0$289,995$0$39,015Yes (X)
Carol Kissal
VP-Finance/Chief Finance Offic60.00.0$252,805$0$7,030Yes (X)
Jerry Lewis
SVP-Communications65.00.0$172,058$0$15,830Yes (X)
Michael J Mandl
EVP-Business/Admin65.04.0$1,098,667$0$116,497Yes (X)
Richard Mendola
Interim EVP Business/Admin65.00.0$594,035$0$50,763Yes (X)
Ajay Nair
SVP-Campus Life65.00.0$315,937$0$43,954Yes (X)
Stephen D Sencer
SVP-General Counsel65.01.0$476,755$0$50,113Yes (X)
Claire E Sterk
EVP-Academic Affairs65.01.0$642,750$0$28,802Yes (X)
James W Wagner
President80.00.0$1,002,275$0$283,589Yes (X)
Robert J Bachman
CEO-Emory University Hospital60.00.0$429,159$149,395$40,733Yes (X)
Robin Forman
Dean60.00.0$401,234$0$42,683Yes (X)
John T Fox
CEO-Emory Healthcare25.044.0$3,200,026$1,760,931$567,095Yes (X)
Susan M Grant
Chief Nursing Officer30.031.0$0$560,729$83,936Yes (X)
Christian P Larsen MD
Dean42.021.0$697,143$640,173$58,545Yes (X)
Dane Peterson
CEO-Emory Hospital Midtown60.02.0$362,135$219,738$97,950Yes (X)
John M Rhee MD
Physician0.060.0$0$1,725,436$33,105Yes (X)
Shervin Oskouei MD
Physician0.060.0$0$1,751,628$34,073Yes (X)
John Xerogeanes MD
Physician0.060.0$0$1,352,335$34,193Yes (X)
Mathew W Pombo MD
Physician0.060.0$800$1,207,750$46,227Yes (X)
Daniel L Barrow MD
Physician11.050.0$225,458$995,803$44,516Yes (X)
Michael ME Johns MD
Former Officer60.00.0$113,217$1,000$15,164Yes (X)
Edith Murphree
FORMER OFFICER60.00.0$412,868$0$44,971Yes (X)
Robert APaul
Former Dean40.00.0$318,764$0$39,089Yes (X)
Thomas J Lawley MD
Former Dean40.020.0$533,867$0$46,447Yes (X)
Rosemary M Magee
Former Officer45.00.0$258,123$0$39,547Yes (X)
Fred Sanfilippo MD
FormerEVP-Health Affairs50.00.0$322,443$0$33,767Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$15,433,720TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$11,199,179TotReportableCompRltdOrgAmt
Total Other Compensation$2,646,614TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1467IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (true)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
NEW SOUTH CONSTRUCTION COMPANY INC
1132 WEST PEACHTREE STREETATLANTAGA30309CONSTRUCTION$16,182,466
GAY CONSTRUCTION COMPANY
2907 LOG CABIN DRIVESMYRNAGA30080CONSTRUCTION$13,394,060
MCCARTHY BUILDING COMPANIES INC
2859 PACES FERRY ROADATLANTAGA30339CONSTRUCTION$16,633,675
BRASFIELD GORRIE LLC
1990 VAUGHN ROAD SUITE 100KENNESAWGA30144CONSTRUCTION$15,162,280
HOLDER CONSTRUCTION COMPANY
3333 RIVERWOOD PARKWAY SUITE 400ATLANTAGA30339CONSTRUCTION$20,452,780
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K225CntrctRcvdGreaterThan100KCnt
Fundraising$1,537,883FundraisingAmt
Government Grants$486,735,603GovernmentGrantsAmt
All Other Contributions$97,006,839AllOtherContributionsAmt
Noncash Contributions$35,420,248NoncashContributionsAmt
Total Contributions$585,280,325TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
TUITION AND FEES611600$617,825,981$617,825,981
HOSPITAL AND MEDICAL SERVICES624100$1,738,712,302$1,738,712,302
AUXILIARY OPERATIONS611600$71,742,912$71,742,912
INDEPENDENT OPERATIONS721110$22,005,554$10,303,866$11,701,688
OTHER EDUCATIONAL/CLINICAL/RESEARCH611600$28,891,145$28,891,145
FieldValueIRS element (for citing)
Total Program Service Revenue$2,479,177,894TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$123,679,699TotalRevenueColumnAmt
Unrelated Business Revenue$5,014,525UnrelatedBusinessRevenueAmt
Exclusion$118,667,493ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,319TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,630,045TotalRevenueColumnAmt
Exclusion$3,630,045ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$3,553,183RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$3,553,183RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,553,183TotalRevenueColumnAmt
Exclusion$3,553,183ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$322,284,708SecuritiesAmt
Other-$4,542,424OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$322,284,708SecuritiesAmt
Other-$4,542,424OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$317,742,284TotalRevenueColumnAmt
Exclusion$317,742,284ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$504,590FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$1,537,883ContriRptFundraisingEventAmt
Fundraising Direct Expenses$288,380FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$216,210TotalRevenueColumnAmt
Exclusion$216,210ExclusionAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtExclusionExclusionAmt
FINANCIAL ADMINISTRATION611710$1,062,611$1,062,611
CONCESSIONS/SERVICES611710$11,388,013$11,388,013
NETWORK AND COMMUNICATIONS611710$193,386$193,386
FieldValueIRS element (for citing)
Other Revenue Total$12,644,010OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,525,925,969TotalRevenueColumnAmt
Related Or Exempt Func Income$2,467,476,206RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$16,716,213UnrelatedBusinessRevenueAmt
Exclusion$456,453,225ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$55,483,246TotalAmt
Program Services$55,483,246ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$233,392,897TotalAmt
Program Services$233,392,897ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$8,135,368TotalAmt
Program Services$8,135,368ProgramServicesAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$16,067,574TotalAmt
Program Services$6,322,739ProgramServicesAmt
Management And General$9,018,799ManagementAndGeneralAmt
Fundraising$726,036FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$1,898,814TotalAmt
Program Services$28,845ProgramServicesAmt
Management And General$1,869,969ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$1,276,513,310TotalAmt
Program Services$1,184,569,735ProgramServicesAmt
Management And General$79,724,814ManagementAndGeneralAmt
Fundraising$12,218,761FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$101,862,685TotalAmt
Program Services$93,713,670ProgramServicesAmt
Management And General$7,130,388ManagementAndGeneralAmt
Fundraising$1,018,627FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$163,038,469TotalAmt
Program Services$149,995,391ProgramServicesAmt
Management And General$11,412,693ManagementAndGeneralAmt
Fundraising$1,630,385FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$88,069,657TotalAmt
Program Services$81,024,084ProgramServicesAmt
Management And General$6,164,876ManagementAndGeneralAmt
Fundraising$880,697FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$16,444,743TotalAmt
Management And General$16,444,743ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$5,428,911TotalAmt
Program Services$4,560,285ProgramServicesAmt
Management And General$814,337ManagementAndGeneralAmt
Fundraising$54,289FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$595,458TotalAmt
Management And General$595,458ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$53,000TotalAmt
Management And General$53,000ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$28,715,777TotalAmt
Management And General$28,715,777ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$131,041,972TotalAmt
Program Services$73,413,184ProgramServicesAmt
Management And General$56,317,838ManagementAndGeneralAmt
Fundraising$1,310,950FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$4,151,065TotalAmt
Program Services$3,943,512ProgramServicesAmt
Management And General$207,553ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$16,078,139TotalAmt
Program Services$15,756,577ProgramServicesAmt
Management And General$160,781ManagementAndGeneralAmt
Fundraising$160,781FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$8,932,294TotalAmt
Program Services$7,235,158ProgramServicesAmt
Management And General$1,607,813ManagementAndGeneralAmt
Fundraising$89,323FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$1,085TotalAmt
Program Services$1,085ProgramServicesAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$83,363,331TotalAmt
Program Services$73,359,731ProgramServicesAmt
Management And General$9,169,966ManagementAndGeneralAmt
Fundraising$833,634FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$28,394,302TotalAmt
Program Services$23,851,214ProgramServicesAmt
Management And General$2,839,430ManagementAndGeneralAmt
Fundraising$1,703,658FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$19,333,388TotalAmt
Program Services$19,333,388ProgramServicesAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$68,018,182TotalAmt
Program Services$64,617,273ProgramServicesAmt
Management And General$3,400,909ManagementAndGeneralAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$187,731,556TotalAmt
Program Services$180,222,294ProgramServicesAmt
Management And General$7,509,262ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$21,009,382TotalAmt
Program Services$21,009,382ProgramServicesAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
EDUCATIONAL$40,970,733$40,970,733
MEDICAL$540,091,587$540,091,587
PROVISION FOR BAD DEBTS$109,950,385$109,950,385
ADMINISTRATIVE$25,910,817$25,910,817

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$3,280,678,127TotalAmt
Program Services$2,990,981,763ProgramServicesAmt
Management And General$269,069,223ManagementAndGeneralAmt
Fundraising$20,627,141FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

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

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$787,773,999BOYAmt
EOY$788,131,654EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$135,667,026BOYAmt
EOY$92,723,624EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$618,120,158BOYAmt
EOY$621,506,566EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

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

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

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

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

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

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$15,093,327BOYAmt
EOY$16,050,652EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$214,111,491BOYAmt
EOY$200,324,190EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$4,750,142,933LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$2,295,173,071LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$2,437,070,757BOYAmt
EOY$2,454,969,862EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$2,065,292,839BOYAmt
EOY$1,651,680,040EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$5,888,426,037BOYAmt
EOY$6,036,995,158EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$28,467,402BOYAmt
EOY$28,410,926EOYAmt

Intangible Assets IntangibleAssetsGrp

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

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$1,744,120BOYAmt
EOY$3,267,810EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$12,191,767,156BOYAmt
EOY$11,894,060,482EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$421,757,505BOYAmt
EOY$514,562,308EOYAmt

Grants Payable GrantsPayableGrp

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

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$422,778,979BOYAmt
EOY$438,434,498EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,535,299,626BOYAmt
EOY$1,503,384,325EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

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

Loans From Officers Directors LoansFromOfficersDirectorsGrp

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

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

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

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$411,273,068BOYAmt
EOY$403,403,671EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,047,064,710BOYAmt
EOY$1,014,652,915EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$3,838,173,888BOYAmt
EOY$3,874,437,717EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$3,437,207,495BOYAmt
EOY$3,322,979,612EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,999,598,183BOYAmt
EOY$2,796,226,545EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,916,787,590BOYAmt
EOY$1,900,416,608EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$8,353,593,268BOYAmt
EOY$8,019,622,765EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$12,191,767,156BOYAmt
EOY$11,894,060,482EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$245,247,842ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$435,779,171NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$143,439,174OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

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

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
SchoolYes (X)SchoolInd

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$597,623,779CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$650,230,364CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$709,869,256CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$626,712,257CurrentTaxYearMinus1YearAmt
Current Tax Year$585,280,325CurrentTaxYearAmt
Total$3,169,715,981TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$597,623,779CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$650,230,364CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$709,869,256CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$626,712,257CurrentTaxYearMinus1YearAmt
Current Tax Year$585,280,325CurrentTaxYearAmt
Total$3,169,715,981TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$157,584,540SubstantialContributorsTotAmt
Public Support Total170$3,012,131,441PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$91,037,335CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$115,235,034CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$77,858,263CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$49,478,577CurrentTaxYearMinus1YearAmt
Current Tax Year$130,865,246CurrentTaxYearAmt
Total$464,474,455TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$11,137,853CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$11,582,359CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$12,478,669CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$11,668,462CurrentTaxYearMinus1YearAmt
Current Tax Year$12,860,220CurrentTaxYearAmt
Total$59,727,563TotalAmt
FieldValueIRS element (for citing)
Total Support$3,693,917,999TotalSupportAmt
Gross Receipts Rltd Activities$11,042,095,701GrossReceiptsRltdActivitiesAmt
Public Support CY1700.81543PublicSupportCY170Pct
Public Support PY1700.83938PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceFORM 990, SCHEDULE A, PART II, LINE 10FormAndLineReferenceDesc
ExplanationOTHER INCOME TAX YEAR 2010 FINANCIAL ADMINISTRATION - 971,539 CONCESSIONS/SERVICES - 9,939,800 NETWORK/COMMUNICATIONS - 226,514 TOTAL OTHER INCOME - 11,137,853 TAX YEAR 2011 FINANCIAL ADMINISTRATION - 1,236,559 CONCESSIONS/SERVICES - 10,154,475 NETWORK/COMMUNICATIONS - 191,325 TOTAL OTHER INCOME - 11,582,359 TAX YEAR 2012 FUNDRAISING EVENTS - 12,787 FINANCIAL ADMINISTRATION - 1,042,284 CONCESSIONS/SERVICES - 11,231,450 NETWORK/COMMUNICATIONS - 192,148 TOTAL OTHER INCOME - 12,478,669 TAX YEAR 2013 FUNDRAISING EVENTS - (341,638) FINANCIAL ADMINISTRATION - 1,180,145 CONCESSIONS/SERVICES - 10,564,387 NETWORK/COMMUNICATIONS - 265,568 TOTAL OTHER INCOME - 11,668,462 TAX YEAR 2014 FUNDRAISING EVENTS - 216,210 FINANCIAL ADMINISTRATION - 1,062,611 CONCESSIONS/SERVICES - 11,388,013 NETWORK/COMMUNICATIONS - 193,386 TOTAL OTHER INCOME - 12,860,220ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

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

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Total Grassroots LobbyingTotalGrassrootsLobbyingGrp
Total Direct LobbyingTotalDirectLobbyingGrp
Total Lobbying ExpendTotalLobbyingExpendGrp
Other Exempt Purpose ExpendOtherExemptPurposeExpendGrp
Total Exempt Purpose ExpendTotalExemptPurposeExpendGrp
Lobbying Nontaxable AmountLobbyingNontaxableAmountGrp
Grassroots NontaxableGrassrootsNontaxableGrp
Tot Lbbyng Grassroot Mns Non TxTotLbbyngGrassrootMnsNonTxGrp
Tot Lbby Expend Mns Lbbyng Non TxTotLbbyExpendMnsLbbyngNonTxGrp
VolunteersfalseVolunteersInd
Paid Staff Or ManagementYes (true)PaidStaffOrManagementInd
Media AdvertisementsfalseMediaAdvertisementsInd
Mailings MembersYes (true)MailingsMembersInd
Publications Or BroadcastfalsePublicationsOrBroadcastInd
Grants Other OrganizationsfalseGrantsOtherOrganizationsInd
Direct Contact LegislatorsYes (true)DirectContactLegislatorsInd
Rallies DemonstrationsfalseRalliesDemonstrationsInd
Other ActivitiesYes (true)OtherActivitiesInd
Other Activities$297,594OtherActivitiesAmt
Total Lobbying Expenditures$297,594TotalLobbyingExpendituresAmt
Not Described Section501c3falseNotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceFORM 990, SCHEDULE C, PART II-B, LINE 1IFormAndLineReferenceDesc
ExplanationOTHER ACTIVITIES Emory University did not participate or intervene in any political campaigns. A de minimis portion of Emory University's total activities involve legislative and regulatory matters of direct concern to higher education and health care or of compelling importance to Emory University in particular. Under the Honest Leadership and Open Government Act of 2007, an amendment to the Lobbying Disclosure Act of 1995, Emory University reports detailed lobbying activities at the national level on a quarterly and semi-annual basis to the Secretary of the Senate and the Clerk of the House of Representatives. Emory University also reports detailed lobbying activities at the state level to the Georgia Government Transparency and Campaign Finance Commission. Efforts to influence legislation and regulation are directed by the Emory University Office of Government and Community Affairs. The office consists of five employees who act as Emory University's liaisons and monitor proposed and enacted legislation and other governmental developments. Activities of the staff include contact by letters, phone calls, emails, and meetings with legislators and members of their legislative staffs or other government officials. Meetings with local citizens are also conducted regarding issues with local government. Emory University lobbies both the federal and state government on issues of major concern: higher education, economic development, human resources, cultural resources, community relations, youth issues, environmental concerns, university regulation, research issues, transportation, appropriations/budget, tax issues, and healthcare. Estimated expenses are as follows: Salaries: 158,564 Contract Lobbyists: 53,000 Travel: 3,182 Miscellaneous: 15,386 Membership dues: 67,462 Total: $297,594ExplanationTxt

Schedule D IRS990ScheduleD

Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp

FieldValueIRS element (for citing)
Revenues Included$2,596,312RevenuesIncludedAmt
Assets Included$89,720,092AssetsIncludedAmt
FieldValueIRS element (for citing)
Held Works ArtHeldWorksArtGrp
Collection Used Pub ExhibitionYes (X)CollectionUsedPubExhibitionInd
Coll Used Scholarly RsrchYes (X)CollUsedScholarlyRsrchInd
Collection Used PreservationYes (X)CollectionUsedPreservationInd
Coll Used Loan Or Exch ProgYes (X)CollUsedLoanOrExchProgInd

Collection Used Other Purposes CollectionUsedOtherPurposesGrp

FieldValueIRS element (for citing)
Collection Used Other PurposesYes (X)CollectionUsedOtherPurposesInd
Other PurposesEDUCATIONAL PROGRAMSOtherPurposesDesc
FieldValueIRS element (for citing)
Solicited Assets SalefalseSolicitedAssetsSaleInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$5,962,965,212BeginningYearBalanceAmt
Contributions$108,493,602ContributionsAmt
Investment Earnings Or Losses-$66,428,385InvestmentEarningsOrLossesAmt
Grants Or Scholarships$22,051,776GrantsOrScholarshipsAmt
Other Expenditures$200,138,770OtherExpendituresAmt
Administrative Expenses$19,700,996AdministrativeExpensesAmt
End Year Balance$5,763,138,887EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$5,247,301,885BeginningYearBalanceAmt
Contributions$52,572,333ContributionsAmt
Investment Earnings Or Losses$893,744,270InvestmentEarningsOrLossesAmt
Grants Or Scholarships$18,150,191GrantsOrScholarshipsAmt
Other Expenditures$193,769,135OtherExpendituresAmt
Administrative Expenses$18,733,950AdministrativeExpensesAmt
End Year Balance$5,962,965,212EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$4,985,984,504BeginningYearBalanceAmt
Contributions$90,867,213ContributionsAmt
Investment Earnings Or Losses$410,748,746InvestmentEarningsOrLossesAmt
Grants Or Scholarships$17,667,597GrantsOrScholarshipsAmt
Other Expenditures$204,196,096OtherExpendituresAmt
Administrative Expenses$18,434,885AdministrativeExpensesAmt
End Year Balance$5,247,301,885EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$4,850,177,182BeginningYearBalanceAmt
Contributions-$17,668,741ContributionsAmt
Investment Earnings Or Losses$383,145,581InvestmentEarningsOrLossesAmt
Grants Or Scholarships$15,546,783GrantsOrScholarshipsAmt
Other Expenditures$199,226,108OtherExpendituresAmt
Administrative Expenses$14,896,627AdministrativeExpensesAmt
End Year Balance$4,985,984,504EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$4,343,712,644BeginningYearBalanceAmt
Contributions$29,110,565ContributionsAmt
Investment Earnings Or Losses$709,113,678InvestmentEarningsOrLossesAmt
Grants Or Scholarships$14,292,388GrantsOrScholarshipsAmt
Other Expenditures$198,090,359OtherExpendituresAmt
Administrative Expenses$19,376,958AdministrativeExpensesAmt
End Year Balance$4,850,177,182EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.24370BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.31250PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.44380TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$1,539,769InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$79,046,214OtherCostOrOtherBasisAmt
Book Value$80,585,983BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$2,707,704,190OtherCostOrOtherBasisAmt
Depreciation$1,067,782,536DepreciationAmt
Book Value$1,639,921,654BookValueAmt
FieldValueIRS element (for citing)
Leasehold ImprovementsLeaseholdImprovementsGrp

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,961,852,760OtherCostOrOtherBasisAmt
Depreciation$1,227,390,535DepreciationAmt
Book Value$734,462,225BookValueAmt
FieldValueIRS element (for citing)
Other Land BuildingsOtherLandBuildingsGrp
Total Book Value Land Buildings$2,454,969,862TotalBookValueLandBuildingsAmt

Financial Derivatives FinancialDerivativesGrp

FieldValueIRS element (for citing)
Book Value-$1,110,645BookValueAmt
Method ValuationFMethodValuationCd
FieldValueIRS element (for citing)
Closely Held Equity InterestsCloselyHeldEquityInterestsGrp

Other Securities OtherSecuritiesGrp (11 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
SHORT-TERM INVESTMENTS$252,167,772F
COMMINGLED FUNDS-EQUITY$554,458,481F
COMMINGLED FUNDS-FIXED INCOME$155,107,834F
REAL ESTATE PARTNERSHIPS$239,992,331F
INVESTMENT-PRIVATE SECURITIES$11,257,238F
MARKETABLE REAL ESTATE$8,205,827F
HEDGED STRATEGIES$2,089,482,483F
PRIVATE MARKET INVESTMENTS$1,208,803,473F
NATURAL RESOURCES$444,843,980F
OIL/GAS$2,255,404F
INTEREST IN PERPETUAL FUNDS$1,071,530,980F
FieldValueIRS element (for citing)
Total Book Value Securities$6,036,995,158TotalBookValueSecuritiesAmt
Federal Income Tax Liability$0FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (6 entries)

DescDescAmtAmt
INTEREST PAYABLE$28,828,045
PROFESSIONAL LIABILITY RESERVE$129,926,540
FUNDS HELD IN TRUST FOR OTHERS$645,995,774
GOV ADVANCE-FEDERAL LOAN PROG$17,833,646
ANNUITIES PAYABLE$17,073,012
LIABILITY FOR DERIVATIVES$174,995,898
FieldValueIRS element (for citing)
Total Liability$1,014,652,915TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, SCHEDULE D, PART III, LINE 4COLLECTIONS OF ART, HISTORICAL TREASURES & SIMILAR ASSETS THE MICHAEL C. CARLOS MUSEUM COLLECTS, PRESERVES, EXHIBITS, AND INTERPRETS ART AND ARTIFACTS FROM ANTIQUITY TO THE PRESENT IN ORDER TO PROVIDE UNIQUE OPPORTUNITIES FOR EDUCATION AND ENRICHMENT IN THE COMMUNITY AND TO PROMOTE INTERDISCIPLINARY TEACHING AND RESEARCH AT EMORY UNIVERSITY. THE COLLECTIONS EMPHASIZE: A) WORKS OF ART ON PAPER; B) THE ART OF THE ANCIENT CULTURES OF THE MEDITERRANEAN BASIN INCLUDING GREECE AND ROME; C) THE ART OF ANCIENT EGYPT, NUBIA AND THE NEAR EAST; D) THE ART OF THE INDIGENOUS AMERICAS; E) THE ART OF SUB-SAHARAN AFRICA; F) THE ART OF ASIA. THE MUSEUM IS FORTUNATE TO HAVE RECEIVED ASSISTANCE FROM 84 VOLUNTEERS DURING THE REPORTING YEAR WHO COLLECTIVELY PROVIDED APPROXIMATELY 7,510 HOURS LEADING TOURS, CONDUCTING WORKSHOPS, ASSISTING WITH THE CONSERVATION TREATMENT OF ARTWORK, FACILITATING SPECIAL EVENTS, AND PROVIDING OTHER ADMINISTRATIVE SUPPORT. The Manuscript, Archives and Rare Book Library ("MARBL") develops, preserves and makes accessible focused areas to support the research and teaching mission of the university. MARBL's collections of rare books, distinctive collections in unpublished personal and organizational records, works of art, and research collections emphasize: a) Literature; b) African American history and culture; c) Early printed works from the Low Countries; d) Southern history; e) Religion; f) The Civil Rights and Post-Civil Rights periods; g) Frontiers of medicine; h) Conflict resolution; AND I) HISTORY OF EMORY UNIVERSITY, ITS PREDECESSOR SCHOOLS, AND ITS AFFILIATE ORGANIZATIONS.
FORM 990, SCHEDULE D, PART V, LINE 4INTENDED USES OF THE ORGANIZATION'S ENDOWMENT FUNDS THE INTENDED USES OF EMORY UNIVERSITY'S ENDOWMENT FUNDS consist of A VARIETY OF AREAS INCLUDING FUNDING OF SCHOLARSHIPS AND FELLOWSHIPS, ENDOWED CHAIRS, LECTURESHIPS, PROFESSORSHIPS, OPERATING BUDGET SUPPORT, LIBRARY BOOKS, CAPITAL PROJECTS, RESEARCH, STUDENT LOANS AND OTHER SPECIAL PROJECTS.
FORM 990, SCHEDULE D, PART X, LINE 2ASC740, INCOME TAXES The University is recognized as a tax exempt organization as defined in Section 501(c)(3) of the U.S. Internal Revenue Code (the Code) and is generally exempt from the federal income taxes on related income pursuant to Section 501(a) of the Code. Accordingly, no provision for income taxes is made in the consolidated financial statements. Unrelated business income of the University is reported on Form 990-T. As of August 31, 2015 and 2014, there were no material uncertain tax positions.

Schedule E IRS990ScheduleE

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

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, SCHEDULE E, PART I, LINE 3GENERAL INFORMATION Emory University is dedicated to providing equal opportunities to all individuals regardless of race, color, religion, ethnic or national origin, gender, age, disability, sexual orientation, gender identity, gender expression, veteran's status, or any factor that is a prohibited consideration under applicable law. Emory University does not discriminate in admissions, educational programs, or employment on the basis of any factor outlined above or prohibited under applicable law. Students, faculty, and staff are assured of participation in University programs and in the use of facilities without such discrimination. Emory University complies with all applicable equal employment opportunity laws and regulations, and follows the principles outlined above in all aspects of employment including recruitment, hiring, promotions, transfers, discipline, terminations, wage and salary administration, benefits, and training.
FORM 990, SCHEDULE E, PART I, LINE 3NONDISCRIMINATORY POLICY All University advertisements, solicitations and catalogs include a nondiscriminatory policy statement. The policy reflects that the University does not discriminate in admissions, educational programs, financial aid, or employment on the basis of race, color, religion, ethnic or national origin, gender, age, disability, sexual orientation, gender identity, gender expression, or veteran's status; and prohibits such discrimination by its students, faculty and staff.
FORM 990, SCHEDULE E, PART I, LINE 6AFINANCIAL AID & GOVERNMENT ASSISTANCE The financial aid or assistance received from a government agency consists of U.S. government advances received for Title IV Student Financial Assistance Programs and Title VII Health and Human Services Student Aid Assistance Programs. Federal, State of Georgia, and City of Atlanta funds are received for various restricted grants, scholarships and contracts.

Schedule F IRS990ScheduleF

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

Account Activities Outside US AccountActivitiesOutsideUSGrp (68 entries)

RegionRegionTxtEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxtRegion Total ExpendituresRegionTotalExpendituresAmtOfficesOfficesCnt
Central America and the Caribbean3Program ServicesConference$28,750
Central America and the CaribbeanProgram ServicesEducation$137,057
Central America and the CaribbeanProgram ServicesRecruiting$145
Central America and the Caribbean1Program ServicesResearch$24,969
Central America and the CaribbeanProgram ServicesSubcontract$318,351
Central America and the CaribbeanInvestments$2,179,595,868
East Asia and the PacificProgram ServicesAlumni Activity$113,112
East Asia and the PacificProgram ServicesConference$43,206
East Asia and the Pacific3Program ServicesEducation$300,793
East Asia and the PacificProgram ServicesRecruiting$65,413
East Asia and the Pacific6Program ServicesResearch$201,104
East Asia and the PacificInvestmentsManagement fees$1,734,973
East Asia and the PacificProgram ServicesGrant$4,000
East Asia and the PacificProgram ServicesSubcontract$522,041
East Asia and the PacificInvestments$69,726,354
Europe (Including Iceland and Greenland)Program ServicesAlumni Activity$24,577
Europe (Including Iceland and Greenland)Program ServicesConference$208,045
Europe (Including Iceland and Greenland)51Program ServicesEducation$1,928,234
Europe (Including Iceland and Greenland)Program ServicesRecruiting$30,286
Europe (Including Iceland and Greenland)6Program ServicesResearch$447,2211
Europe (Including Iceland and Greenland)Program ServicesPerformance/Exhibit$42,041
Europe (Including Iceland and Greenland)Program ServicesSubcontract$1,309,837
Europe (Including Iceland and Greenland)Investments$254,252,837
Middle East and North AfricaProgram ServicesAlumni Activity$696
Middle East and North AfricaProgram ServicesConference$71,280
Middle East and North Africa3Program ServicesEducation$62,251
Middle East and North AfricaProgram ServicesRecruiting$10,338
Middle East and North AfricaProgram ServicesResearch$10,582
Middle East and North AfricaInvestments$3,075,489
North AmericaProgram ServicesAlumni Activity$3,391
North AmericaProgram ServicesConference$17,259
North AmericaProgram ServicesEducation$3,028
North AmericaProgram ServicesRecruiting$970
North America1Program ServicesResearch$20,874
North AmericaProgram ServicesPerformance/Exhibit$11,803
North AmericaProgram ServicesGrant$8,000
North AmericaProgram ServicesSubcontract$730,980
North AmericaInvestments$19,569,854
Russia and the Newly Independent StatesProgram ServicesConference$16,657
Russia and the Newly Independent States8Program ServicesEducation$27,803
Russia and the Newly Independent StatesProgram ServicesRecruiting$2,940
Russia and the Newly Independent States2Program ServicesResearch$23,374
Russia and the Newly Independent StatesProgram ServicesSubcontract$10,578
South AmericaProgram ServicesAlumni Activity$38
South AmericaProgram ServicesConference$10,089
South America4Program ServicesEducation$383,520
South AmericaProgram ServicesRecruiting$25,979
South America1Program ServicesResearch$42,950
South AmericaProgram ServicesPerformance/Exhibit$4,677
South AmericaProgram ServicesGrant$5,000
South AmericaProgram ServicesSubcontract$146,570
South AmericaInvestments$952,803
South AsiaProgram ServicesAlumni Activity$8,554
South AsiaProgram ServicesConference$47,306
South Asia7Program ServicesEducation$396,657
South AsiaProgram ServicesRecruiting$8,404
South Asia4Program ServicesResearch$190,431
South AsiaInvestmentsManagement fees$8,125
South AsiaProgram ServicesSubcontract$1,335,149
South AsiaInvestments$32,462,891
Sub-Saharan Africa1Program ServicesConference$313,602
Sub-Saharan Africa8Program ServicesEducation$287,499
Sub-Saharan AfricaProgram ServicesRecruiting$38
Sub-Saharan Africa55Program ServicesResearch$5,617,6215
Sub-Saharan AfricaProgram ServicesGrant$5,000
Sub-Saharan AfricaProgram ServicesSubcontract$3,802,978
Sub-Saharan AfricaInvestments$46,133,131
Sub-Saharan AfricaInvestmentsManagement fees$418,332
FieldValueIRS element (for citing)
Subtotal Employees13SubtotalEmployeesCnt
Continutation Total Office6ContinutationTotalOfficeCnt
Continutation Total Employee151ContinutationTotalEmployeeCnt
Total Office6TotalOfficeCnt
Total Employee164TotalEmployeeCnt
Subtotal Spent$2,253,048,758SubtotalSpentAmt
Continuation Spent$374,295,947ContinuationSpentAmt
Total Spent$2,627,344,705TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp (61 entries)

RegionRegionTxtPurpose Of GrantPurposeOfGrantTxtCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxt
Sub-Saharan AfricaRESEARCH/SUBCONTRACT$10,065WIRE
Sub-Saharan AfricaRESEARCH/SUBCONTRACT$39,330WIRE
North AmericaRESEARCH/SUBCONTRACT$62,890WIRE
North AmericaRESEARCH/SUBCONTRACT$163,052WIRE
South AmericaRESEARCH/SUBCONTRACT$32,000WIRE
North AmericaRESEARCH/SUBCONTRACT$6,100WIRE
North AmericaRESEARCH/SUBCONTRACT$17,342WIRE
South AmericaRESEARCH/SUBCONTRACT$24,625WIRE
Europe (Including Iceland and Greenland)RESEARCH/SUBCONTRACT$262,593WIRE
Sub-Saharan AfricaRESEARCH/SUBCONTRACT$98,648WIRE
Sub-Saharan AfricaRESEARCH/SUBCONTRACT$47,334WIRE
Europe (Including Iceland and Greenland)RESEARCH/SUBCONTRACT$98,000WIRE
South AmericaRESEARCH/SUBCONTRACT$56,395WIRE
South AmericaRESEARCH/SUBCONTRACT$33,035WIRE
Europe (Including Iceland and Greenland)RESEARCH/SUBCONTRACT$564,270WIRE
East Asia and the PacificRESEARCH/SUBCONTRACT$131,293WIRE
South AsiaRESEARCH/SUBCONTRACT$122,222WIRE
South AsiaRESEARCH/SUBCONTRACT$86,672WIRE
East Asia and the PacificRESEARCH/SUBCONTRACT$65,384WIRE
Russia and the Newly Independent StatesRESEARCH/SUBCONTRACT$8,442WIRE
Sub-Saharan AfricaRESEARCH/SUBCONTRACT$391,933WIRE
Central America and the CaribbeanRESEARCH/SUBCONTRACT$318,351WIRE
Sub-Saharan AfricaRESEARCH/SUBCONTRACT$366,510WIRE
Sub-Saharan AfricaRESEARCH/SUBCONTRACT$13,484WIRE
Sub-Saharan AfricaRESEARCH/SUBCONTRACT$216,893WIRE
Sub-Saharan AfricaRESEARCH/SUBCONTRACT$636,761WIRE
South AsiaRESEARCH/SUBCONTRACT$136,956WIRE
Sub-Saharan AfricaRESEARCH/SUBCONTRACT$129,180WIRE
North AmericaRESEARCH/SUBCONTRACT$34,482WIRE
Sub-Saharan AfricaRESEARCH/SUBCONTRACT$47,409WIRE
Europe (Including Iceland and Greenland)RESEARCH/SUBCONTRACT$25,121WIRE
South AsiaRESEARCH/SUBCONTRACT$10,500WIRE
Sub-Saharan AfricaRESEARCH/SUBCONTRACT$12,652WIRE
Sub-Saharan AfricaRESEARCH/SUBCONTRACT$24,948WIRE
Sub-Saharan AfricaRESEARCH/SUBCONTRACT$28,114WIRE
Sub-Saharan AfricaRESEARCH/SUBCONTRACT$22,388WIRE
Sub-Saharan AfricaRESEARCH/SUBCONTRACT$5,180WIRE
East Asia and the PacificRESEARCH/SUBCONTRACT$33,133WIRE
Sub-Saharan AfricaRESEARCH/SUBCONTRACT$1,104,736WIRE
South AsiaRESEARCH/SUBCONTRACT$413,867WIRE
Sub-Saharan AfricaRESEARCH/SUBCONTRACT$89,966WIRE
East Asia and the PacificRESEARCH/SUBCONTRACT$32,670WIRE
North AmericaRESEARCH/SUBCONTRACT$45,064WIRE
East Asia and the PacificRESEARCH/SUBCONTRACT$85,167WIRE
Sub-Saharan AfricaRESEARCH/SUBCONTRACT$90,000WIRE
East Asia and the PacificRESEARCH/SUBCONTRACT$69,535WIRE
South AsiaRESEARCH/SUBCONTRACT$564,932WIRE
North AmericaRESEARCH/SUBCONTRACT$173,353WIRE
Europe (Including Iceland and Greenland)RESEARCH/SUBCONTRACT$38,536WIRE
North AmericaRESEARCH/SUBCONTRACT$47,981WIRE
Europe (Including Iceland and Greenland)RESEARCH/SUBCONTRACT$45,721WIRE
Europe (Including Iceland and Greenland)RESEARCH/SUBCONTRACT$38,010WIRE
Europe (Including Iceland and Greenland)RESEARCH/SUBCONTRACT$20,111WIRE
Sub-Saharan AfricaRESEARCH/SUBCONTRACT$313,384WIRE
Europe (Including Iceland and Greenland)RESEARCH/SUBCONTRACT$145,227WIRE
North AmericaRESEARCH/SUBCONTRACT$139,916WIRE
Europe (Including Iceland and Greenland)RESEARCH/SUBCONTRACT$69,132WIRE
East Asia and the PacificRESEARCH/SUBCONTRACT$104,000WIRE
Sub-Saharan AfricaRESEARCH/SUBCONTRACT$57,130WIRE
Sub-Saharan AfricaRESEARCH/SUBCONTRACT$19,068WIRE
Sub-Saharan AfricaRESEARCH/SUB$37,865WIRE
FieldValueIRS element (for citing)
Total501c3 Org55Total501c3OrgCnt
Total Other Org6TotalOtherOrgCnt
Transfer To Foreign CorpYes (true)TransferToForeignCorpInd
Interest In Foreign TrustfalseInterestInForeignTrustInd
Foreign Corp OwnershipYes (true)ForeignCorpOwnershipInd
Passive Foreign Investmest CoYes (true)PassiveForeignInvestmestCoInd
Foreign PartnershipYes (true)ForeignPartnershipInd
Boycott CountriesYes (true)BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceFORM 990, SCHEDULE F, PART I, LINE 2FormAndLineReferenceDesc
ExplanationPROCESS FOR MONITORING THE USE OF GRANT FUNDS OUTSIDE THE U.S. EMORY USES STANDARD OPERATING PROCEDURES FOR EACH GRANT AGREEMENT THAT INCLUDES REGULAR MONITORING OF ACTIVITY MILESTONES, BUDGETS, AND EXPENDITURES. EMORY UNIVERSITY ALSO REQUIRES LEGAL SUBCONTRACTS THAT INCLUDE DETAILED ACTIVITY AND BUDGET MILESTONES. TECHNICAL AND FINANCIAL REPORTS ARE REVIEWED CLOSELY. Emory University is responsible for ensuring that it communicates the relevant and necessary information contained in the award document to the subrecipients. The Office of Sponsored Programs maintains a copy of the Subcontract Agreement, which stipulates the terms of the award and is signed by representatives of both Emory University and the subrecipient organization. This agreement indicates that the subrecipient understands and is aware of the award requirements. In addition, if there are any further changes to the Agreement, an amendment to the agreement is generated and signed by the representative of Emory University and the subrecipient.ExplanationTxt

Schedule G IRS990ScheduleG

Fundraiser Activity Info FundraiserActivityInfoGrp

FieldValueIRS element (for citing)
PersonNONEPersonNm
Fundraiser Control Of FundsfalseFundraiserControlOfFundsInd

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1A FAMILY AFFAIREvent1Nm
Gross Receipts Event1$871,457GrossReceiptsEvent1Amt
Charitable Contri Event1$809,507CharitableContriEvent1Amt
Gross Revenue Event1$61,950GrossRevenueEvent1Amt
Other Direct Expenses Event1$90,835OtherDirectExpensesEvent1Amt
Event2WINSHIP 5KEvent2Nm
Gross Receipts Event2$779,000GrossReceiptsEvent2Amt
Charitable Contri Event2$497,804CharitableContriEvent2Amt
Gross Revenue Event2$281,196GrossRevenueEvent2Amt
Other Direct Expenses Event2$98,093OtherDirectExpensesEvent2Amt
Other Events Total4OtherEventsTotalCnt
Gross Receipts Other Events$392,016GrossReceiptsOtherEventsAmt
Charitable Contri Other Events$230,572CharitableContriOtherEventsAmt
Gross Revenue Other Events$161,444GrossRevenueOtherEventsAmt
Rent Fclty Costs Other Events$19,766RentFcltyCostsOtherEventsAmt
Oth Direct Expnss Other Events$79,686OthDirectExpnssOtherEventsAmt
Gross Receipts Total$2,042,473GrossReceiptsTotalAmt
Charitable Contributions Tot$1,537,883CharitableContributionsTotAmt
Gross Revenue Total Events$504,590GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events$19,766RentFcltyCostsTotalEventsAmt
Oth Direct Expnss Total Events$268,614OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$288,380DirectExpenseSummaryEventsAmt
Net Income Summary$216,210NetIncomeSummaryAmt

Schedule H IRS990ScheduleH

FieldValueIRS element (for citing)
Financial Assistance PolicyYes (true)FinancialAssistancePolicyInd
Written PolicyYes (true)WrittenPolicyInd
All Hospitals PolicyYes (X)AllHospitalsPolicyInd
FPG Reference Free CareYes (true)FPGReferenceFreeCareInd
Percent200Yes (X)Percent200Ind
FPG Reference Discounted CareYes (true)FPGReferenceDiscountedCareInd
Percent400Yes (X)Percent400Ind
Free Care Medically IndigentYes (true)FreeCareMedicallyIndigentInd
Financial Assistance BudgetYes (true)FinancialAssistanceBudgetInd
Expenses Exceed BudgetfalseExpensesExceedBudgetInd
Annual Community Bnft ReportYes (true)AnnualCommunityBnftReportInd
Report Publically AvailableYes (true)ReportPublicallyAvailableInd

Financial Assistance At Cost Typ FinancialAssistanceAtCostTyp

FieldValueIRS element (for citing)
Total Community Benefit Expns$31,762,948TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$31,762,948NetCommunityBenefitExpnsAmt
Total Expense0.01000TotalExpensePct

Unreimbursed Medicaid UnreimbursedMedicaidGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$132,608,235TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$109,416,680DirectOffsettingRevenueAmt
Net Community Benefit Expns$23,191,555NetCommunityBenefitExpnsAmt
Total Expense0.00730TotalExpensePct

Total Financial Assistance Typ TotalFinancialAssistanceTyp

FieldValueIRS element (for citing)
Total Community Benefit Expns$164,371,183TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$109,416,680DirectOffsettingRevenueAmt
Net Community Benefit Expns$54,954,503NetCommunityBenefitExpnsAmt
Total Expense0.01730TotalExpensePct

Community Health Services CommunityHealthServicesGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$1,968,119TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$1,968,119NetCommunityBenefitExpnsAmt
Total Expense0.00060TotalExpensePct

Health Professions Education HealthProfessionsEducationGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$376,235,622TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$60,853,089DirectOffsettingRevenueAmt
Net Community Benefit Expns$315,382,533NetCommunityBenefitExpnsAmt
Total Expense0.09950TotalExpensePct

Subsidized Health Services SubsidizedHealthServicesGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$188,637,067TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$109,416,680DirectOffsettingRevenueAmt
Net Community Benefit Expns$79,220,387NetCommunityBenefitExpnsAmt
Total Expense0.02500TotalExpensePct

Research ResearchGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$461,413,658TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$365,911,301DirectOffsettingRevenueAmt
Net Community Benefit Expns$95,502,357NetCommunityBenefitExpnsAmt
Total Expense0.03010TotalExpensePct

Cash And In Kind Contributions CashAndInKindContributionsGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$330,466TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$330,466NetCommunityBenefitExpnsAmt
Total Expense0.00010TotalExpensePct

Total Other Benefits TotalOtherBenefitsGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$1,028,584,932TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$536,181,070DirectOffsettingRevenueAmt
Net Community Benefit Expns$492,403,862NetCommunityBenefitExpnsAmt
Total Expense0.15530TotalExpensePct

Total Community Benefits TotalCommunityBenefitsGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$1,192,956,115TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$645,597,750DirectOffsettingRevenueAmt
Net Community Benefit Expns$547,358,365NetCommunityBenefitExpnsAmt
Total Expense0.17260TotalExpensePct
FieldValueIRS element (for citing)
Bad Debt Expense ReportedYes (true)BadDebtExpenseReportedInd
Bad Debt Expense$112,331,574BadDebtExpenseAmt
Bad Debt Expense Attributable$2,246,631BadDebtExpenseAttributableAmt
Reimbursed By Medicare$334,572,068ReimbursedByMedicareAmt
Cost Of Care Reimbursed By Medcr$384,910,129CostOfCareReimbursedByMedcrAmt
Medicare Surplus Or Shortfall-$50,338,061MedicareSurplusOrShortfallAmt

Costing Methodology Used CostingMethodologyUsedGrp

FieldValueIRS element (for citing)
Cost To Charge RatioYes (X)CostToChargeRatioInd
FieldValueIRS element (for citing)
Written Debt Collection PolicyYes (true)WrittenDebtCollectionPolicyInd
Financial Assistance PrvsnYes (true)FinancialAssistancePrvsnInd
Hospital Facilities3HospitalFacilitiesCnt

Hospital Facilities HospitalFacilitiesGrp (3 entries)

FacilityFacilityNumAddress Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdWebsite AddressWebsiteAddressTxtState LicenseStateLicenseNumLicensed HospitalLicensedHospitalIndGeneral Medical And SurgicalGeneralMedicalAndSurgicalIndTeaching HospitalTeachingHospitalIndResearch FacilityResearchFacilityIndEmergency Room24 HrsEmergencyRoom24HrsInd
EMORY UNIVERSITY HOSPITAL
11364 CLIFTON ROAD NEATLANTAGA30322www.emoryhealthcare.org044-699Yes (X)Yes (X)Yes (X)Yes (X)Yes (X)
EMORY UNIVERSITY HOSPITAL MIDTOWN
2550 PEACHTREE STREET NEATLANTAGA30308www.emoryhealthcare.org060-453Yes (X)Yes (X)Yes (X)Yes (X)Yes (X)
EMORY UNIVERSITY ORTHOPAEDICS & SPINE
31455 MONTREAL ROAD EASTTUCKERGA30084WWW.EMORYHEALTHCARE.ORG044-636Yes (X)Yes (X)Yes (X)Yes (X)

Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp

Hospital Facility Name HospitalFacilityName

FieldValueIRS element (for citing)
Business Name Line1HOSPITAL FACILITIES LINES 1-3BusinessNameLine1Txt
FieldValueIRS element (for citing)
Facility13FacilityNum
First Licensed CY Or PYfalseFirstLicensedCYOrPYInd
Tax Exempt Hospital CY Or PYfalseTaxExemptHospitalCYOrPYInd
CHNA ConductedYes (true)CHNAConductedInd
Community DefinitionYes (X)CommunityDefinitionInd
Community DemographicsYes (X)CommunityDemographicsInd
Existing ResourcesYes (X)ExistingResourcesInd
How Data ObtainedYes (X)HowDataObtainedInd
Community Health NeedsYes (X)CommunityHealthNeedsInd
Other Health IssuesYes (X)OtherHealthIssuesInd
Community Hlth Needs Id ProcessYes (X)CommunityHlthNeedsIdProcessInd
Consulting ProcessYes (X)ConsultingProcessInd
Information GapsYes (X)InformationGapsInd
OtherYes (X)OtherInd
CHNA Conducted13CHNAConductedYr
Take Into Account Others InputYes (true)TakeIntoAccountOthersInputInd
CHNA Conducted With Other FcltsYes (true)CHNAConductedWithOtherFcltsInd
CHNA Conducted With Non FcltsYes (true)CHNAConductedWithNonFcltsInd
CHNA Report Widely AvailableYes (true)CHNAReportWidelyAvailableInd
Rpt Available On Own WebsiteYes (X)RptAvailableOnOwnWebsiteInd
Own Website URLwww.emoryhealthcare.org/communityOwnWebsiteURLTxt
Paper Copy Public InspectionYes (X)PaperCopyPublicInspectionInd
Rpt Available Thru Other MethodYes (X)RptAvailableThruOtherMethodInd
Implementation Strategy AdoptYes (true)ImplementationStrategyAdoptInd
Implementation Strategy Adpt13ImplementationStrategyAdptYr
Strategy Posted WebsiteYes (true)StrategyPostedWebsiteInd
Strategy Website URLwww.emoryhealthcare.org/communityStrategyWebsiteURLTxt
Strategy AttachedfalseStrategyAttachedInd
Organization Incur Excise TaxfalseOrganizationIncurExciseTaxInd
Elig Criteria ExplainedYes (true)EligCriteriaExplainedInd
FPG Family Incm Lmt Free DscntYes (X)FPGFamilyIncmLmtFreeDscntInd
FPG Family Incm Lmt Free Care200.FPGFamilyIncmLmtFreeCarePct
FPG Family Incm Lmt Dscnt Care400.FPGFamilyIncmLmtDscntCarePct
Income Level CriteriaYes (X)IncomeLevelCriteriaInd
Medical Indigency CriteriaYes (X)MedicalIndigencyCriteriaInd
Insurance Status CriteriaYes (X)InsuranceStatusCriteriaInd
Explained BasisYes (true)ExplainedBasisInd
App Financial Asst ExplnYes (true)AppFinancialAsstExplnInd
Described InfoYes (X)DescribedInfoInd
Described Suprt DocYes (X)DescribedSuprtDocInd
Provided Hospital ContactYes (X)ProvidedHospitalContactInd
Other MethodYes (X)OtherMethodInd
Includes Publicity MeasuresYes (true)IncludesPublicityMeasuresInd
FAP Available On WebsiteYes (X)FAPAvailableOnWebsiteInd
FAP Available On Website URLWWW.EMORYHEALTHCARE.ORG/PATIENT-FAPAvailableOnWebsiteURLTxt
FAP Avlbl On Request No ChargeYes (X)FAPAvlblOnRequestNoChargeInd
FAP App Avlbl On Request No ChrgYes (X)FAPAppAvlblOnRequestNoChrgInd
FAP Sum Avlbl On Request No ChrgYes (X)FAPSumAvlblOnRequestNoChrgInd
FAP Notice DisplayedYes (X)FAPNoticeDisplayedInd
Other PublicityYes (X)OtherPublicityInd
FAP Actions On NonpaymentYes (true)FAPActionsOnNonpaymentInd
Permit No ActionsYes (X)PermitNoActionsInd
Collection ActivitiesfalseCollectionActivitiesInd
FAP Notified Upon AdmissionYes (X)FAPNotifiedUponAdmissionInd
FAP Notified Before DischargeYes (X)FAPNotifiedBeforeDischargeInd
Documented Elig DeterminationYes (X)DocumentedEligDeterminationInd
Nondis Emergency Care PolicyYes (true)NondisEmergencyCarePolicyInd
Medicare RatesYes (X)MedicareRatesInd
Amounts Generally BilledfalseAmountsGenerallyBilledInd
Gross ChargesfalseGrossChargesInd
FieldValueIRS element (for citing)
Facility3FacilityNum

Oth Hlth Care Fclts Not Hospital OthHlthCareFcltsNotHospitalGrp

Oth Hlth Care Fclts OthHlthCareFcltsGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdFacilityFacilityTxt
EMORY AUTISM CENTER
1551 SHOOP CTDECATURGA30033DIAGNOSTSIC EVALUATION
FACULTY STAFF ASSISTANCE PROGRAM
1762 CLIFTON RDATLANTAGA30322FACULTY AND STAFF HEALTHCARE
STUDENT HEALTH & COUNSELING SERVICES
1525 CLIFTON RDATLANTAGA30322STUDENT HEALTHCARE

Supplemental Information Detail SupplementalInformationDetail (18 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 3CFPG ELIGIBILITY: NOT APPLICABLE
PART I, LINE 6ACOMMUNITY BENEFIT REPORT: EMORY UNIVERSITY/WOODRUFF HEALTH SCIENCES CENTER COMMUNITY BENEFIT REPORT CAN BE FOUND ON THE WEB AT: HTTP://WHSC.EMORY.EDU/HOME/PUBLICATIONS/HEALTH-SCIENCES/COMMUNITY-BENEFITS -2015/INDEX.HTML
PART I, LINE 7GSUBSIDIZED HEALTH SERVICES: EMORY UNIVERSITY HAS INCLUDED $72,115,900 ATTRIBUTABLE TO PURCHASED SERVICES FROM THE EMORY CLINIC, INC. AS PART OF THE REPORTED SUBSIDIZED HEALTH SERVICES TOTAL ON PART I, LINE 7G.
PART I, LINE 7, COLUMN FPERCENT OF TOTAL EXPENSE: IN THE "PERCENT OF TOTAL EXPENSE" CALCULATION CONTAINED IN COLUMN F OF PART I, LINE 7, THE DENOMINATOR (TOTAL FUNCTIONAL EXPENSES REPORTED ON PART IX, LINE 25A) WAS REDUCED BY $112,331,574 THE TOTAL PROVISION FOR BAD DEBTS INCLUDED IN THAT NUMBER.
PART I, LINE 7FINANCIAL ASSISTANCE AND CERTAIN OTHER COMMUNITY BENEFITS AT COST: EMORY UNIVERSITY INCLUDES ONE OF THE NATION'S LEADING ACADEMIC COMPLEXES FOR TEACHING, RESEARCH, AND PATIENT CARE - THE ROBERT W. WOODRUFF HEALTH SCIENCES CENTER (WHSC). THE WHSC INCLUDES EMORY UNIVERSITY SCHOOL OF MEDICINE, NELL HODGSON WOODRUFF SCHOOL OF NURSING, ROLLINS SCHOOL OF PUBLIC HEALTH, WINSHIP CANCER INSTITUTE, YERKES NATIONAL PRIMATE RESEARCH CENTER, AND EMORY HEALTHCARE, WHICH IS THE WHSC'S SYSTEM OF HEALTH CARE OPERATIONS. EMORY HEALTHCARE INCLUDES PHYSICIAN GROUPS FOR PEDIATRIC AND ADULT PATIENTS AS WELL AS THE FOLLOWING HOSPITALS: (1) TWO GENERAL AND ACUTE CARE HOSPITALS: EMORY UNIVERSITY HOSPITAL (WHICH INCLUDES EMORY UNIVERSITY ORTHOPAEDICS & SPINE HOSPITAL) AND EMORY UNIVERSITY HOSPITAL MIDTOWN; AND (2) THREE JOINT VENTURES: EMORY-ADVENTIST HOSPITAL; EMORY-SAINT JOSEPH'S, INC. (WHICH INCLUDES EMORY JOHNS CREEK HOSPITAL, SAINT JOSEPH'S HOSPITAL OF ATLANTA, INC., AND TRANSLATIONAL TESTING AND TRAINING LABORATORIES, INC. F/K/A SAINT JOSEPH'S TRANSLATIONAL RESEARCH INSTITUTE,INC.); AND EMORY REHABILITATION HOSPITAL. ALTHOUGH PART OF THE EMORY HEALTHCARE SYSTEM, THE VARIOUS HOSPITALS ARE OPERATING DIVISIONS OF DIFFERENT EMORY ENTITIES. EMORY UNIVERSITY HOSPITAL AND EMORY UNIVERSITY HOSPITAL MIDTOWN ARE OPERATING DIVISIONS OF EMORY UNIVERSITY. EMORY ADVENTIST, INC. IS SEPARATELY INCORPORATED. EMORY JOHNS CREEK HOSPITAL AND SAINT JOSEPH'S HOSPITAL OF ATLANTA, INC. ARE PART OF A JOINT VENTURE WITH SAINT JOSEPH'S HEALTH SYSTEM INC. EMORY REHABILITATION HOSPITAL IS PART OF A JOINT VENTURE WITH SELECT MEDICAL CORPORATION. IN ADDITION, EMORY HAS CLOSE WORKING RELATIONSHIPS WITH OTHER HOSPITALS, INCLUDING GRADY MEMORIAL HOSPITAL ("GRADY"), CHILDREN'S HEALTHCARE OF ATLANTA, INC. AND THE ATLANTA VETERANS AFFAIRS MEDICAL CENTER ("ATLANTA VA"). EMORY UNIVERSITY SCHOOL OF MEDICINE IS A MAJOR SUPPLIER OF THE PHYSICIANS (BOTH MEDICAL FACULTY AND PHYSICIAN RESIDENTS IN TRAINING) AT GRADY, PROVIDING 85% OF PHYSICIAN CARE AT THIS FACILITY, WHICH IS ONE OF THE LARGEST PUBLIC HOSPITALS IN THE SOUTHEAST. EMORY UNIVERSITY HOSPITAL, EMORY UNIVERSITY HOSPITAL MIDTOWN, AS WELL AS GRADY, THE ATLANTA VA, AND CHILDREN'S HEALTHCARE OF ATLANTA, INC. SERVE AS TEACHING FACILITIES FOR THE EMORY UNIVERSITY SCHOOL OF MEDICINE (PROVIDING VENUES FOR RESIDENCY TRAINING) AND EMORY'S NELL HODGSON WOODRUFF SCHOOL OF NURSING (PROVIDING DEDICATED EDUCATION UNITS FOR NURSING STUDENTS). EMORY UNIVERSITY HOSPITAL AND EMORY UNIVERSITY HOSPITAL MIDTOWN ALSO ARE ACTIVE SITES WITHIN THE CLINICAL INTERACTION NETWORK OF THE NIH-SPONSORED ATLANTA CLINICAL & TRANSLATIONAL SCIENCE INSTITUTE (ACTSI), WHICH SEEKS TO MAKE CLINICAL TRIALS FOR NEW TREATMENTS MORE EFFICIENT AND MORE AVAILABLE THROUGHOUT THE COMMUNITY. EMORY IS THE LEAD PARTNER IN ACTSI, WHICH ALSO INVOLVES MOREHOUSE SCHOOL OF MEDICINE AND THE GEORGIA INSTITUTE OF TECHNOLOGY. THROUGH THE EMORY MEDICAL CARE FOUNDATION, INC. (EMCF), WHICH IS CONTROLLED BY EMORY UNIVERSITY, EMORY PHYSICIANS PROVIDED $25.4 MILLION IN UNCOMPENSATED PATIENT CARE TO GRADY IN FY 2015. IN ADDITION, EMCF INVESTS ANY REIMBURSEMENTS THAT EMORY FACULTY DO RECEIVE FOR SERVICES RENDERED AT GRADY TO UPGRADE EQUIPMENT AND SUPPORT VITAL SERVICES PROVIDED BY EMORY PHYSICIANS WORKING AT GRADY. EMCF INVESTED $45.4 MILLION FOR THIS PURPOSE IN FY 2015. EMORY ALSO PROVIDES 75% OF PHYSICIAN CARE AT CHILDREN'S AT HUGHES SPALDING, A PEDIATRIC HOSPITAL ON GRADY'S CAMPUS OPERATED BY CHILDREN'S HEALTHCARE OF ATLANTA, INC. THE TOTAL CHARITY CARE AND COMMUNITY BENEFIT ATTRIBUTED TO THE ORGANIZATION IS LOCATED ON PART I, LINE 7 OF SCHEDULE H. FOR A MORE COMPREHENSIVE OVERVIEW OF THE TOTAL CHARITY CARE AND COMMUNITY BENEFIT PROVIDED BY EMORY HEALTHCARE, PLEASE VIEW THE EMORY UNIVERSITY/WOODRUFF HEALTH SCIENCES CENTER COMMUNITY BENEFIT REPORT AT: HTTP://WHSC.EMORY.EDU/HOME/PUBLICATIONS/HEALTH-SCIENCES/COMMUNITY-BENEFITS -2015/INDEX.HTML FOR MORE SPECIFICS AND A BREAKDOWN OF CHARITY CARE BY INDIVIDUAL FACILITY SEE: HTTP://WHSC.EMORY.EDU/HOME/PUBLICATIONS/HEALTH-SCIENCES/COMMUNITY-BENEFITS -2015/CHARITY/INDEX.HTML FOR A CHART AGGREGATING A VARIETY OF COMMUNITY BENEFITS IN DOLLAR FIGURES SEE: HTTP://WHSC.EMORY.EDU/HOME/PUBLICATIONS/HEALTH-SCIENCES/COMMUNITY-BENEFITS -2015/ECONOMIC-IMPACT.HTML IN COMPARISON WITH OTHER HOSPITALS IN METRO ATLANTA AND THE SURROUNDING COMMUNITY, EMORY HEALTHCARE HOSPITALS ARE REFERRED A DISPROPORTIONATE NUMBER OF PATIENTS WITH EXTREMELY COMPLEX AND CHALLENGING CONDITIONS. OTHER AREA HOSPITALS ROUTINELY REFER PATIENTS TO EMORY FOR WHOM THEY HAVE NO OTHER TREATMENT RECOURSE. THESE SICKEST-OF-THE-SICK PATIENTS ARE NOT ONLY THE MOST CLINICALLY CHALLENGING BUT ALSO THE MOST COSTLY PATIENTS TO TREAT. AT EMORY, SUCH PATIENTS FIND CLINICIANS DETERMINED TO PROVIDE THE BEST, MOST COMPASSIONATE CARE POSSIBLE REGARDLESS OF THESE PATIENTS' ABILITY TO PAY. EMORY UNIVERSITY HOSPITAL, IN PARTICULAR, IS NOTED AS A DESTINATION FOR PATIENTS IN THIS HIGH-ACUITY CATEGORY. THIS HOSPITAL CONTINUES TO BE IN THE TOP TWENTY OF THE HIGHEST CASE-MIX INDEX OF HOSPITALS IN THE UNIVERSITY HEALTH SYSTEM CONSORTIUM DATABASE, WHICH MEANS THAT ITS PATIENTS ARE AMONG THE SICKEST TREATED ANYWHERE IN THE COUNTRY AND INCLUDE PATIENTS ROUTINELY REFERRED FROM HOSPITALS THROUGHOUT ATLANTA AND THE REGION. EMORY UNIVERSITY HOSPITAL ALSO PROVIDES SERVICES AND PROCEDURES AVAILABLE NOWHERE ELSE IN THE STATE, INCLUDING HIGH COMPLEX TRANSPLANT PROCEDURES, AMONG OTHERS. EMORY UNIVERSITY HOSPITAL HELPS PIONEER, TEST, AND DEVELOP NEW PROCEDURES THAT EVENTUALLY MAKE THEIR WAY INTO THE BROADER COMMUNITY OF HEALTH CARE PROVIDERS. IN ADDITION, IN PARTNERSHIP WITH THE CENTERS FOR DISEASE CONTROL AND PREVENTION, EMORY UNIVERSITY HOSPITAL HAS A SPECIAL ISOLATION UNIT FOR THE CARE OF PATIENTS WITH SERIOUS COMMUNICABLE DISEASES - SUCH AS CDC EMPLOYEES WHO HAVE CONFIRMED, PROBABLE, OR SUSPECTED INFECTION WITH OR EXPOSURE TO PATHOGENS SUCH AS EBOLA, SMALLPOX, PNEUMONIC PLAGUE, OR SARS THAT ARE ASSOCIATED WITH HIGH INFECTIVITY RATES. EMORY UNIVERSITY HOSPITAL MIDTOWN (EUHM), WHICH INCLUDES A LEVEL III NEONATAL INTENSIVE CARE UNIT AMONG ITS OTHER ICUS, ALSO HAS A CASE-MIX INDEX THAT IS CONSIDERABLY HIGHER THAN THAT OF MOST COMMUNITY HOSPITALS. IN PARTNERSHIP WITH THE ATLANTA POLICE DEPARTMENT, EMORY UNIVERSITY HOSPITAL MIDTOWN HAS A MINI ATLANTA POLICE STATION PRECINCT ON ITS SITE, WHICH HOUSES NUMEROUS SWORN POLICE EMPLOYEES WITH RESPONSIBILITY FOR PATROLLING MIDTOWN AND DOWNTOWN ATLANTA. EUHM SPONSORS PERIODIC WORKDAYS DURING WHICH EMPLOYEES DO CLEAN-UP ACTIVITIES IN THE NEIGHBORHOOD AROUND EUHM. EUHM ALSO COLLABORATES WITH STATE AGENCIES IN GEORGIA AND THE ROSWELL EMPLOYMENT AGENCY BRIGGS & ASSOCIATES ON PROJECT SEARCH TO TARGET HIGH SCHOOL SENIORS WITH DEVELOPMENTAL DISABILITIES FOR ONE-ON-ONE JOB TRAINING AND COACHING. THESE YOUNG PEOPLE BECOME REGULAR EMPLOYEES, EARNING REGULAR WAGES. EUHM RECEIVED THE "FREEDOM TO COMPETE" AWARD IN 2007 FROM THE EQUAL OPPORTUNITY COMMISSION FOR ITS ROLE AS THE STARTING LOCATION FOR THIS PROGRAM. TOTAL NET COMMUNITY BENEFIT EXPENSE: The tax year 2012 Form 990 Schedule H instructions required the inclusion of research expenses without the direct offsetting grants revenue (including restricted grants) for those research activities (Line 7h). Beginning in tax year 2013, the Form 990 Schedule H instructions were changed to require the inclusion of offsetting grants revenue in the calculation of net community benefit expense related to research activities on Part I, Line 7h. Emory reported a total community benefit expense percentage of 28.38% on its Schedule H for tax year 2013. Emory University did not include its offsetting revenue in its 2013 Form 990 Schedule H calculation. If the offsetting grant revenue had been included, the total community benefit expense percentage for Emory University for 2013 (Line 7k column (f)) would have been 17.18%. Emory has included offsetting grants revenue in the calculation of total community benefit expense for its 2014 Form 990 Schedule H.
PART III, SECTION A, LINE 4FOOTNOTE TO FINANCIAL STATEMENTS: EMORY UNIVERSITY'S AUDITED FINANCIAL STATEMENT FOOTNOTE #5 NET PATIENT SERVICE REVENUE INCLUDES DISCUSSION ON PROVISIONS FOR UNCOLLECTIBLE ACCOUNTS FOR EMORY HEALTHCARE. EMORY UNIVERSITY'S AUDITED FINANCIAL STATEMENT FOOTNOTE #1 ORGANIZATION DESCRIBES WHAT ALL IS INCLUDED IN EMORY HEALTHCARE FOR FINANCIAL REPORTING PURPOSES.
PART III, SECTION B, LINE 8TREATMENT OF SHORTFALL: SHORTFALL IS NOT REPORTED IN LINE 7 COMMUNITY BENEFIT. TO DETERMINE MEDICARE ALLOWABLE COSTS REPORTED IN THE MEDICARE COST REPORT, THE COST-TO-CHARGE RATIO IS APPLIED TO GROSS PATIENT REVENUE ASSOCIATED WITH SERVICES PERFORMED FOR PATIENTS WHO ARE ELIGIBLE FOR MEDICARE.
PART III, SECTION B, LINE 9BDEBT COLLECTION POLICY: CREDIT/COLLECTION POLICY REQUIRES ALL ACCOUNTS TO BE REVIEWED FOR POSSIBLE CHARITY WRITE-OFF. COLLECTION PRACTICES ARE NOT UNDERTAKEN WITH RESPECT TO CHARGES RELATED TO SERVICES COVERED BY THE ORGANIZATION'S CHARITY CARE POLICY.
PART VFACILITY INFORMATION: EMORY UNIVERSITY HOSPITAL (WHICH INCLUDES EMORY ORTHOPAEDIC & SPINE HOSPITAL) AND EMORY UNIVERSITY HOSPITAL MIDTOWN ARE DIRECTLY CONTROLLED OPERATING DIVISIONS OF EMORY UNIVERSITY.
PART VI, LINE 2NEEDS ASSESSMENT: EMORY HEALTHCARE CURRENTLY CONDUCTS AN EXTENSIVE ANNUAL ENVIRONMENTAL ASSESSMENT, WHICH ENCOMPASSES EACH ENTITY WITHIN THE ORGANIZATION. THIS ASSESSMENT IS UTILIZED TO PLAN THE STRATEGIC DIRECTION FOR THE FOLLOWING FISCAL YEAR. THE ENVIRONMENTAL ASSESSMENT INCLUDES A DETAILED REVIEW OF PATIENT ORIGIN AND PATIENT CHARACTERISTICS, INCLUDING AGE, ETHNICITY, AND PAYER. THE POPULATION DEMOGRAPHICS FOR THE PRIMARY AND SECONDARY SERVICE AREAS ARE ANALYZED. THE ASSESSMENT ALSO INCLUDES A REVIEW OF SERVICES CURRENTLY UTILIZED BY PATIENTS ALONG WITH A FORECAST OF FUTURE SERVICE LINE NEEDS. IN ADDITION TO THIS ASSESSMENT, A DETAILED MEDICAL STAFF DEVELOPMENT ASSESSMENT IS CONDUCTED ANNUALLY TO DETERMINE SPECIALTY NEEDS.
PART VI, LINE 3PART V, SECTION B, LINES 15E, 16A AND 16I PATIENT EDUCATION OF ELIGIBILITY FOR ASSISTANCE: CHARITY CARE POLICY, FINANCIAL ASSISTANCE POLICY AND FINANCIAL ASSISTANCE APPLICATIONS ARE DISCUSSED WITH PATIENTS DURING THE FINANCIAL SCREENING PROCESS. ALL PATIENTS ARE SCREENED, AND DO NOT HAVE TO COMPLETE AN APPLICATION FOR FINANCIAL ASSISTANCE. ELIGIBLE PATIENTS ARE NOTIFIED OF THEIR STATUS OF FINANCIAL ASSISTANCE AS EACH APPLICATION IS PROCESSED. WE ALSO UTILIZE A MEDICAID ELIGIBILITY VENDOR TO ASSIST PATIENTS IN APPLYING FOR MEDICAID OR OTHER GOVERNMENT PROGRAMS. FINANCIAL ASSISTANCE POLICY IS LOCATED AT: HTTP://WWW.EMORYHEALTHCARE.ORG/PATIENT-GUIDE/BILLING/CHARITY-CARE-POLICY.H TML
PART VI, LINE 4COMMUNITY INFORMATION: AS A TERTIARY CARE FACILITY, EMORY UNIVERSITY HOSPITAL (EUH) DRAWS PATIENTS FROM THROUGHOUT THE STATE OF GEORGIA AND THE SOUTHEAST. FOR THE PURPOSE OF EUH'S COMMUNITY HEALTH NEEDS ASSESSMENT, EUH'S COMMUNITY IS DEFINED AS THE AREA FROM WHICH OVER 55% OF EUH'S INPATIENT ADMISSIONS ORIGINATE. EUH'S COMMUNITY OR PRIMARY SERVICE AREA INCLUDES DEKALB, FULTON, GWINNETT, COBB, HENRY AND CLAYTON COUNTIES IN GEORGIA. AS A TERTIARY CARE FACILITY, EMORY UNIVERSITY HOSPITAL MIDTOWN (EUHM) DRAWS PATIENTS FROM THROUGHOUT THE STATE OF GEORGIA AND THE SOUTHEAST. FOR THE PURPOSE OF EUHM'S COMMUNITY HEALTH NEEDS ASSESSMENT, EUHM'S COMMUNITY IS DEFINED AS THE AREA FROM WHICH OVER 75% OF EUHM'S INPATIENT ADMISSIONS ORIGINATE. EUHM'S COMMUNITY OR PRIMARY SERVICE AREA INCLUDES DEKALB, FULTON, GWINNETT, COBB, HENRY AND CLAYTON COUNTIES IN GEORGIA.
PART VI, LINE 5PROMOTION OF COMMUNITY HEALTH: FOR MORE INFORMATION PLEASE SEE "COMMUNITY" AS FOUND AT HTTP://WWW.EMORYHEALTHCARE.ORG/COMMUNITY/INDEX.HTML
PART VI, LINE 6AFFILIATED HEALTH CARE SYSTEM: EMORY HEALTHCARE IS THE CLINICAL ENTERPRISE OF THE ROBERT W. WOODRUFF HEALTH SCIENCES CENTER OF EMORY UNIVERSITY, WHICH FOCUSES ON PATIENT CARE, EDUCATION OF HEALTH PROFESSIONALS, RESEARCH ADDRESSING HEALTH AND ILLNESS, AND HEALTH POLICIES FOR PREVENTION AND TREATMENT OF DISEASE. A KEY COMPONENT OF THE WOODRUFF HEALTH SCIENCES CENTER IS THE EMORY UNIVERSITY SCHOOL OF MEDICINE, WHICH HAS BEEN AT THE FOREFRONT OF MEDICAL KNOWLEDGE AND RESEARCH, PIONEERING MANY ADVANCES AND PROCEDURES THAT HAVE CHANGED THE FACE OF MEDICAL HISTORY.
PART V, SECTION B, LINE 3J AND LINE 5COMMUNITY HEALTH NEEDS ASSESSMENT - INPUT FROM COMMUNITY: To understand the needs of the community we serve, a Community Health Needs Assessment was conducted using quantitative data (e.g., demographics data, mortality rates, morbidity data, disease prevalence rates, health care resource data, etc.) and input from stakeholders representing the broad interest of our community (e.g., individuals with special knowledge of public health, the needs of the underserved, low-income, and minority populations, the needs of populations with chronic diseases, etc.). COMMUNITY STAKEHOLDER INTERVIEWS A KEY COMPONENT IN THE COMMUNITY HEALTH NEEDS ASSESSMENT IS GATHERING INPUT FROM THE COMMUNITY STAKEHOLDERS. THESE STAKEHOLDERS INCLUDED A MIX OF INTERNAL AND EXTERNAL REPRESENTATIVES OF PASTORS, PUBLIC HEALTH OFFICIALS, HEALTH CARE PROVIDERS, SOCIAL SERVICE AGENCY REPRESENTATIVES, GOVERNMENT LEADERS, AND BOARD MEMBERS. DUE TO THEIR PROFESSION, TENURE, AND/OR COMMUNITY INVOLVEMENT, COMMUNITY STAKEHOLDERS OFFER DIVERSE PERSPECTIVES AND INFORMATION TO THE COMMUNITY HEALTH NEEDS ASSESSMENT. THEY ARE INDIVIDUALS AT THE FRONT LINE AND BEYOND THAT CAN BEST IDENTIFY UNMET SOCIAL AND HEALTH NEEDS OF THE COMMUNITY. INTERVIEWS WITH SEVENTEEN REPRESENTATIVES FROM ORGANIZATIONS AND ONE FOCUS GROUP WERE CONDUCTED BY THE WOODRUFF HEALTH SCIENCES CENTER STRATEGIC PLANNING OFFICE. FOR MORE INFORMATION SEE APPENDIX B OF EACH COMMUNITY HEALTH NEEDS ASSESSMENT AT: HTTP://WWW.EMORYHEALTHCARE.ORG/COMMUNITY/INDEX.HTML
PART V, SECTION B, LINE 6COMMUNITY HEALTH NEEDS ASSESSMENT - HOSPITALS INCLUDED: THE COMMUNITY HEALTH NEEDS ASSESSMENT FOR HOSPITALS INCLUDED IN THE EMORY RETURN WERE CONDUCTED BY THE WOODRUFF HEALTH SCIENCES CENTER STRATEGIC PLANNING OFFICE. THE HOSPITALS' COMMUNITY HEALTH NEEDS ASSESSMENTS FOR ADDITIONAL OPERATING UNITS AND AFFILIATES OF EMORY HEALTHCARE INCLUDING: EMORY JOHNS CREEK HOSPITAL EMORY SAINT JOSEPH'S HOSPITAL EMORY ADVENTIST HOSPITAL EMORY REHABILITATION HOSPITAL
PART V, SECTION B, LINE 7DCOMMUNITY HEALTH NEEDS ASSESSMENT - AVAILABLE TO PUBLIC: The Community Health Needs Assessment was made widely available to the community and shared with organizations including Georgia Department of Community Health, Georgia Department of Public Health, Rollins School of Public Health, American Cancer Society, United Way of Greater Atlanta, Saint Joseph's Mercy Care Services, Visiting Nurse Health Systems, VistaCare Hospice, Gwinnett Sexual Assault Center & Children's Advocacy Center, Good Shepherd Clinic, The Drake House, DeKalb Community Service Board, City of John's Creek Police Department, Clayton County Board of Health, Area Agency on Aging with Atlanta Regional Commission, and additional groups.
PART V, LINE 11In 2013, Emory Healthcare conducted community health needs assessments (CHNAs) to assess the needs of the communities served by our hospitals. Using the reports, each hospital identified priority health needs for its community and developed strategies to address actionable ways in which we plan to aid those within our community. Through these strategies, it was and continues to be our goal to improve the health and well-being of our community members, while continually delivering optimal care to our patients. Since 2013, Emory Healthcare has sought to address all the needs identified in the 2013 CHNAs through a variety of actions. Specific details on the actions taken by Emory Healthcare since 2013 to address the needs of the communities we serve are included in the 2016 CHNAs that will be available on the Emory Healthcare website. The 2016 CHNAs include an assessment of progress made on the 2013 implementation strategy plans developed by each hospital.

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (231 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxtNon Cash AssistanceNonCashAssistanceAmtValuation Method UsedValuationMethodUsedDescNon Cash AssistanceNonCashAssistanceDesc
AHS HOSPITAL CORP DBA ATLANTIC HEALTH
PO BOX 48328NEWARKNJ07101521958352501(c)(3)$7,300RESEARCH/SUBCONTRACT RESEARCH/SUBCONTRACT RESEARCH/SUBCONTRACT RESEARCH/SUBCONTRACT RESEARCH/SUBCONTRACT RESEARCH/SUBCONTRACT RESEARCH/SUBCONTRACT RESEARCH/SUBCONTRACT RESEARCH/SUBCONTRACT RESEARCH/SUBCONTRACT RESEARCH/SUBCONTRACT RESEARCH/SUBCONTRACT RESEARCH/SUBCONTRACT RESEARCH/SUBCONTRACT RESEARCH/SUBCONTRACT RESEARCH/SUBCONTRACT RESEARCH/SUBCONTRACT RESEARCH/SUBCONTRACT RESEARCH/SUBCONTRACT RESEARCH/SUBCONTRACT RESEARCH/SUBCONTRACT RESEARCH/SUBCONTRACT RESEARCH/SUBCONTRACT RESEARCH/SUBCONTRACT RESEARCH/SUBCONTRACT RESEARCH/SUBCONTRACT RESEARCH/SUBCONTRACT RESEARCH/SUBCONTRACT RESEARCH/SUBCONTRACT RESEARCH/SUBCONTRACT RESEARCH/SUBCONTRACT RESEARCH/SUBCONTRACT RESEARCH/SUBCONTRACT RESEARCH/SUBCONTRACT RESEARCH/SUBCONTRACT RESEARCH/SUBCONTRACT RESEARCH/SUBCONTRACT DONATION RESEARCH/SUBCONTRACT RESEARCH/SUBCONTRACT RESEARCH/SUBCONTRACT SPONSORSHIP RESEARCH/SUBCONTRACT RESEARCH/SUBCONTRACT RESEARCH/SUBCONTRACT RESEARCH/SUBCONTRACT RESEARCH/SUBCONTRACT RESEARCH/SUBCONTRACT RESEARCH/SUBC
ALBANY AREA PRIMARY HEALTH CARE INC
204 N WESTOVER BLVDALBANYGA31707581344015501(c)(3)$100,000RESEARCH/SUBCONTRACT
ALBANY MEDICAL COLLEGE
43 NEW SCOTLAND AVEALBANYNY12208141641730501(c)(3)$54,531RESEARCH/SUBCONTRACT
ALBERT EINSTEIN COLLEGE OF MEDICINE
1300 MORRIS PARK AVEBRONXNY10461131624225501(c)(3)$365,755RESEARCH/SUBCONTRACT
ANN & ROBERT H LURIE CHILDREN'S HOSPITAL
225 E CHICAGO AVECHICAGOIL60611362170833501(c)(3)$108,643RESEARCH/SUBCONTRACT
ANNE ARMITAGE ROGERS
1495 COLGATE COURTMARIETTAGA30068505086952N/A$7,680RESEARCH/SUBCONTRACT
APCO WORLDWIDE INC
700 TWELFTH ST NWWASHINGTONDC20005133627625N/A$22,500RESEARCH/SUBCONTRACT
ARIZONA STATE UNIVERSITY
P O BOX 870502TEMPEAZ85287860196696GOVT$256,941RESEARCH/SUBCONTRACT
ATLANTA RESEARCH & EDU FOUNDATION INC
1902 CLAIRMONT RDDECATURGA30033581857346501(c)(3)$7,902RESEARCH/SUBCONTRACT
BANYAN BIOMARKERS
16744 WEST BERNARDO DRSAN DIEGOCA92127201449566N/A$26,477RESEARCH/SUBCONTRACT
BAYLOR COLLEGE OF MEDICINE
ONE BAYLOR PLAZAHOUSTONTX77030741613878501(c)(3)$506,808RESEARCH/SUBCONTRACT
BETH ISRAEL DEACONESS MEDICAL CENTER
330 BROOKLINE AVEBOSTONMA02215042103881501(c)(3)$122,278RESEARCH/SUBCONTRACT
BLOOD CENTER OF WISCONSIN INC
BOX 78961MILWAUKEEWI532780961390807235501(c)(3)$209,193RESEARCH/SUBCONTRACT
BOSTON CHILDREN'S HOSPITAL
300 LONGWOOD AVEBOSTONMA02241042774441501(c)(3)$16,571RESEARCH/SUBCONTRACT
BOSTON MEDICAL CENTER
88 EAST NEWTON STREETBOSTONMA02118043314093501(c)(3)$23,242RESEARCH/SUBCONTRACT
BRIGHAM AND WOMEN'S HOSPITAL
800 BOYLSTON STREETBOSTONMA02199042312909501(c)(3)$597,715RESEARCH/SUBCONTRACT
BROOKINGS INSTITUTION
1775 MASS AVENUE NWWASHINGTONDC20036530196577501(c)(3)$37,044RESEARCH/SUBCONTRACT
CALIFORNIA INSTITUTE OF TECHNOLOGY
1200 E CALIFORNIA BLVDPASADENACA91125951643307501(c)(3)$129,342RESEARCH/SUBCONTRACT
CAMBRIDGE RESEARCH & INSTRUMENTATION INC
68 ELM STHOPKINTONMA01748042868535N/A$29,770RESEARCH/SUBCONTRACT
CANCER COALITION OF SOUTH GEORGIA INC
2332 LAKE PARK DRIVEALBANYGA31707820567901501(c)(3)$31,731RESEARCH/SUBCONTRACT
CASE WESTERN RESERVE UNIVERSITY
10900 EUCLID AVECLEVELANDOH44106341018992501(c)(3)$311,894RESEARCH/SUBCONTRACT
CDC FOUNDATION
55 PARK PLACEATLANTAGA30303582106707501(c)(3)$127,289RESEARCH/SUBCONTRACT
CEDARS-SINAI MEDICAL CENTER
6500 WILSHIRE BLVDPHILADELPHIAPA19178951644600501(c)(3)$399,154RESEARCH/SUBCONTRACT
CENTERS FOR DISEASE CONTROL & PREVENTION
UNIV OFFICE PARKATLANTAGA30341586051157GOVT$855,606RESEARCH/SUBCONTRACT
CHILDREN'S CENTER FOR DIGESTIVE HEALTHCARE LLC
993 JOHNSON FERRY ROAD NEATLANTAGA30342582459554N/A$12,915RESEARCH/SUBCONTRACT
CHILDREN'S HEALTHCARE OF ATLANTA
1584 TULLIE CIR NEATLANTAGA30341582367819501(c)(3)$4,291,336RESEARCH/SUBCONTRACT
CHILDREN'S HOSPITAL OF PHILADELPHIA
34TH STREETPHILADELPHIAPA19104231352166501(c)(3)$516,151RESEARCH/SUBCONTRACT
CHILDREN'S NATIONAL MEDICAL CENTER
111 MICHIGAN AVEWASHINGTONDC20010521640403501(c)(3)$159,975RESEARCH/SUBCONTRACT
CHILDREN'S SPECIALTY GROUP PLLC
855 W BRAMBLETON AVENORFOLKVA23510541871633N/A$6,124RESEARCH/SUBCONTRACT
CINCINNATI CHILDREN'S HOSPITAL MED CTR
333 BURNETT AVECINCINNATIOH45229310833936501(c)(3)$425,120RESEARCH/SUBCONTRACT
CLARK ATLANTA UNIVERSITY
223 JAMES P BRAWLEY DRATLANTAGA30314581825259501(c)(3)$81,862RESEARCH/SUBCONTRACT
CLEVELAND CLINIC FOUNDATION
P O BOX 931562CLEVELANDOH441935012340714585501(c)(3)$16,403RESEARCH/SUBCONTRACT
COLD SPRING HARBOR LABORATORY PRESS
1 BUNGTOWN RDCOLD SPRING HARBORNY11724112013303501(c)(3)$70,056RESEARCH/SUBCONTRACT
COLUMBIA UNIVERSITY
PO BOX 29789NEW YORKNY100879789135598093501(c)(3)$79,840RESEARCH/SUBCONTRACT
CONNECTICUT CHILDREN'S MEDICAL
282 WASHINGTON STHARTFORDCT06106060646755501(c)(3)$20,600RESEARCH/SUBCONTRACT
CORNELL UNIVERSITY
MEDICAL COLLEGENEW YORKNY10022150532082501(c)(3)$51,444RESEARCH/SUBCONTRACT
CRISALIS LLC
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HEALTH RESEARCH INC
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HOME ACCESS HEALTH CORP
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HOWARD UNIVERSITY
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ICF INCORPORATED LLC
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INDIANA UNIVERSITY
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JOHNS HOPKINS UNIVERSITY
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KENNEDY KRIEGER INSTITUTE
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KONBIT SANTE CAP-HAITIEN HEALTH PARTNERSHIP
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LA JOLLA INSTITUTE OF ALLERGY&IMMUNOLOGY
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LOVELACE RESPIRATORY RESEARCH INSTITUTE
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MAYO CLINIC
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MCMILLAN & RAWLINGS LLP
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MEDICAL UNIVERSITY OF SOUTH CAROLINA
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MEDSHARE INTERNATIONAL INC
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MIAMI UNIVERSITY
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MOREHOUSE COLLEGE
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MOUNT SINAI SCHOOL OF MEDICINE
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NATIONAL DEVELOPMENT AND RESEARCH INSTITUTES INC (
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NATIONAL JEWISH HEALTH
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NEW YORK UNIVERSITY
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NOVA SOUTHEASTERN
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OAKHURST MEDICAL CENTER
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PALO ALTO VETERANS INSTITUTE FOR RESEARCH
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PARTNERS HEALTHCARE SYSTEM INC
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PHYSICAL SCIENCES INC
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PRIMARY HEALTH CARE CENTER OF DADE INC
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PRINCETON UNIVERSITY
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PUGET SOUND BLOOD CENTER
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PURDUE UNIVERSITY
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RICHMOND COUNTY BOARD OF HEALTH
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UNIVERSITY OF ROCHESTER
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RTI INTERNATIONAL
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SAGE BIONETWORKS
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SCRIPPS COLLEGE
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SISTERLOVE INC
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SPELMAN COLLEGE
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SWEETSENSE INC
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T J MARTELL FOUNDATION
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THE BROAD INSTITUTE INC
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THE ROCKEFELLER UNIVERSITY
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TRANSLATIONAL TESTING&TRAINING LABS INC
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TRINITY COLLEGE
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TUFTS UNIVERSITY
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UCLA
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UCSD MEDICAL CENTER
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UNIVERSITY OF ARKANSAS
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UNIVERSITY OF CALIFORNIA
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UNIVERSITY OF CINCINNATI
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UNIVERSITY OF COLORADO AT DENVER
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UNIVERSITY OF ILLINOIS
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UNIVERSITY OF MARYLAND
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UNIVERSITY OF MINNESOTA
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THE UNIVERSITY OF MONTANA
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UNIVERSITY OF NEBRASKA-LINCOLN
151 WHITTIER RSCH CTRLINCOLNNE68583470049123GOVT$61,111RESEARCH/SUBCONTRACT
UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL
103 SOUTH BUILDINGCHAPEL HILLNC27599566001393GOVT$278,987RESEARCH/SUBCONTRACT
UNIVERSITY OF NORTH CAROLINA-WILMINGTON
600 S COLLEGE RDWILMINGTONNC284035934561258660GOVT$6,473RESEARCH/SUBCONTRACT
UNIVERSITY OF NORTH TEXAS
1155 UNION CIRCLEDENTONTX76203756002149GOVT$44,280RESEARCH/SUBCONTRACT
UNIVERSITY OF PENNSYLVANIA
3451 WALNUT STREETPHILADELPHIAPA19178231352685501(c)(3)$161,735RESEARCH/SUBCONTRACT
UNIVERSITY OF PITTSBURGH
116 ATWOOD STREETPITTSBURGHPA15260250965591501(c)(3)$1,277,567RESEARCH/SUBCONTRACT
UNIVERSITY OF ROCHESTER
115 SULLYS TRAILPITTSFORDNY14534160743209501(c)(3)$909,155RESEARCH/SUBCONTRACT
UNIVERSITY OF SOUTH ALABAMA
307 UNIVERSITY BLVDMOBILEAL36688630477348GOVT$134,208RESEARCH/SUBCONTRACT
UNIVERSITY OF SOUTH CAROLINA
1400 GREENE STCOLUMBIASC29208576001153GOVT$167,464RESEARCH/SUBCONTRACT
UNIVERSITY OF SOUTHERN CALIFORNIA
3540 S FIGUEROA STLOS ANGELESCA90007951642394GOVT$158,691RESEARCH/SUBCONTRACT
UNIVERSITY OF TENNESSEE
527 ANDY HOLD TOWERKNOXVILLETN37996626001636GOVT$98,547RESEARCH/SUBCONTRACT
UNIVERSITY OF TEXAS
5323 HARRY HINES BLVDDALLASTX75284756002868GOVT$388,463RESEARCH/SUBCONTRACT
UNIVERSITY OF UTAH
201 S 1460 ESALTLAKE CITYUT84112876000525GOVT$220,995RESEARCH/SUBCONTRACT
UNIVERSITY OF VERMONT
223 WATERMAN BLDGBURLINGTONVT05405030179440GOVT$50,431RESEARCH/SUBCONTRACT
UNIVERSITY OF VIRGINIA
PO BOX 400127CHARLOTTESVILLEVA22904546001796GOVT$62,399RESEARCH/SUBCONTRACT
UNIVERSITY OF WASHINGTON
1410 NE CAMPUS PARKWAYSEATTLEWA98195916001537GOVT$1,214,546RESEARCH/SUBCONTRACT
UNIVERSITY OF WISCONSIN
1848 UNIVERSITY AVEMADISONWI53726391805963GOVT$343,883RESEARCH/SUBCONTRACT
USA INDIA INITIATIVES INC
415 LAKEHILL COURTJOHNS CREEKGA30022800377727501(c)(3)$6,000RESEARCH/SUBCONTRACT
UT SOUTHWESTERN
5312 HARRY HINES BLVDDALLASTX75284746000203GOVT$135,575RESEARCH/SUBCONTRACT
VACCINE & GENE THERAPY INST FLORIDA INC
11352SW VILLAGE PKWYPORT ST LUCIEFL34987364631835501(c)(3)$67,106RESEARCH/SUBCONTRACT
VANDERBILT UNIVERSITY
2361 VANDERBILT PLACENASHVILLETN37212620476822501(c)(3)$882,765DONATION
VIEW POINT HEALTH
PO BOX 687LAWRENCEVILLEGA30043582103187GOVT$33,133RESEARCH/SUBCONTRACT
W L CLIFTON POLITICAL CONSULTING
378 ARIZONA AVE NEATLANTAGA30307261543465N/A$30,000RESEARCH/SUBCONTRACT
WAKE FOREST UNIVERSITY
1834 WAKE FOREST RDWINSTONSALEMNC27157223849199501(c)(3)$409,843RESEARCH/SUBCONTRACT
WASHINGTON UNIVERSITY
ONE BROOKINGS DRIVEST LOUISMO63110430653611501(c)(3)$703,208RESEARCH/SUBCONTRACT
WAYNE STATE UNIVERSITY
5057 WOODWARD AVEDETROITMI48202386028429GOVT$21,099RESEARCH/SUBCONTRACT
WUQU' KAWOQ MAYA HEALTH ALLIANCE
PO BOX 91BETHELVT05032208741625501(c)(3)$19,149RESEARCH/SUBCONTRACT
YALE UNIVERSITY
PO BOX 2038NEW HAVENCT06521060646973501(c)(3)$144,744RESEARCH/SUBCONTRACT
FieldValueIRS element (for citing)
Total501c3 Org208Total501c3OrgCnt
Total Other Org23TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeEMORY UNIVERSITY EDUCATIONAL ASSISTANCEGrantTypeTxt
Recipient9441RecipientCnt
Cash Grant$233,392,897CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceFORM 990, SCHEDULE I, PART I, LINE 2FormAndLineReferenceDesc
ExplanationMONITORING THE USE OF GRANTS Emory University's student aid awards consist of need-based and merit-Based awards. Merit-based funding is awarded based upon donor preferences and restrictions or institutional academic criteria. Need-based aid is awarded based upon institutional methodology, a standard need analysis formula generally practiced by other private, non-profit peer institutions. Student financial aid is awarded to students for educational purposes. Award amounts are controlled by educational costs established by the institution and student progress is evaluated at key points in the student lifecycle if the award has contingencies that require such. Disbursement controls are in place that require direct costs be paid prior to providing refunds for non-direct educational expenses. Emory University is responsible for ensuring that it communicates the relevant and necessary information contained in subcontracted award documents to the subrecipients. The Office of Grants and Contracts Accounting maintains a copy of the Subcontract Agreement, which stipulates the terms of the award and is signed by representatives of both Emory University and the subrecipient organization. This agreement indicates that the subrecipient understands and is aware of the award requirements. In addition, if there are any further changes to the Agreement, an amendment to the agreement is generated and signed by the representative of Emory University and the subrecipient.ExplanationTxt

Schedule J IRS990ScheduleJ

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

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (30 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
Peter Barnes
VP-Human Resources$409,822$0$10,000$0$14,238$0$23,400$0$7,988$0$465,448$0$0$0
Mary L Cahill
VP-Investments and CIO$629,228$0$713,093$0$33,840$0$330,300$0$16,908$0$1,723,369$0$252,743$0
Wright Caughman MD
EVP-Health Affairs$810,584$384,372$0$406,456$77,540$43,433$269,800$0$14,488$0$1,172,412$834,261$0$0
Susan Cruse
SVP-Dev/Alum Relations$544,777$0$0$0$70,084$0$23,400$0$22,696$0$660,957$0$0$0
Allison Dykes
VP-University Secretary$289,775$0$0$0$220$0$23,400$0$15,615$0$329,010$0$0$0
Carol Kissal
VP-Finance/Chief Finance Offic$182,472$0$50,000$0$20,333$0$0$0$7,030$0$259,835$0$0$0
Jerry Lewis
SVP-Communications$108,658$0$50,000$0$13,400$0$9,227$0$6,603$0$187,888$0$0$0
Michael J Mandl
EVP-Business/Admin$918,907$0$120,000$0$59,760$0$101,543$0$14,954$0$1,215,164$0$0$0
Richard Mendola
Interim EVP Business/Admin$552,955$0$12,000$0$29,080$0$23,400$0$27,363$0$644,798$0$0$0
Ajay Nair
SVP-Campus Life$309,952$0$0$0$5,985$0$23,400$0$20,554$0$359,891$0$0$0
Stephen D Sencer
SVP-General Counsel$454,605$0$0$0$22,150$0$23,400$0$26,713$0$526,868$0$0$0
Claire E Sterk
EVP-Academic Affairs$591,600$0$0$0$51,150$0$23,400$0$5,402$0$671,552$0$0$0
James W Wagner
President$937,000$0$0$0$65,275$0$210,400$0$73,189$0$1,285,864$0$0$0
Robert J Bachman
CEO-Emory University Hospital$391,243$0$30,848$149,365$7,068$30$18,200$0$6,592$15,941$453,951$165,336$0$0
Robin Forman
Dean$401,234$0$0$0$0$0$23,400$0$19,283$0$443,917$0$0$0
John T Fox
CEO-Emory Healthcare$0$1,153,357$0$520,150$3,200,026$87,424$542,003$0$11,454$13,638$3,753,483$1,774,569$3,000,000$0
Susan M Grant
Chief Nursing Officer$0$373,603$0$184,599$0$2,527$0$69,229$0$14,707$0$644,665$0$0
Christian P Larsen MD
Dean$664,479$256,080$0$367,272$32,664$16,821$42,816$0$15,729$0$755,688$640,173$0$0
Dane Peterson
CEO-Emory Hospital Midtown$360,719$54,368$0$165,138$1,416$232$0$74,798$0$23,152$362,135$317,688$0$0
John M Rhee MD
Physician$0$425,330$0$1,283,242$0$16,864$16,510$0$216$16,379$16,726$1,741,815$0$0
Shervin Oskouei MD
Physician$0$545,559$0$1,189,477$0$16,592$16,540$0$216$17,317$16,756$1,768,945$0$0
John Xerogeanes MD
Physician$0$555,433$0$780,034$0$16,868$16,435$0$216$17,542$16,651$1,369,877$0$0
Mathew W Pombo MD
Physician$0$1,155,415$0$52,000$800$335$21,295$0$14,981$9,951$37,076$1,217,701$0$0
Daniel L Barrow MD
Physician$223,400$673,350$1,800$288,000$258$34,453$27,591$0$3,798$13,127$256,847$1,008,930$0$0
Michael ME Johns MD
Former Officer$106,299$1,000$0$0$6,918$0$9,229$0$5,935$0$128,381$1,000$0$0
Thomas J Lawley MD
Former Dean$491,111$0$0$0$42,756$0$32,544$0$13,903$0$580,314$0$0$0
Rosemary M Magee
Former Officer$258,123$0$0$0$0$0$23,017$0$16,530$0$297,670$0$0$0
Edith Murphree
FORMER OFFICER$401,868$0$10,000$0$1,000$0$23,400$0$21,571$0$457,839$0$0$0
Robert APaul
Former Dean$318,764$0$0$0$0$0$23,400$0$15,689$0$357,853$0$0$0
Fred Sanfilippo MD
FormerEVP-Health Affairs$322,443$0$0$0$0$0$23,400$0$10,367$0$356,210$0$0$0

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, SCHEDULE J, PART I, LINE 1AQUESTIONS REGARDING COMPENSATION First Class or Charter Travel: First class travel is not allowed unless it is the only seat available on a required flight or is a medical necessity for the employee. Travel for Companions: With the exception of the President, reimbursement or payment of the travel expenses of an eligible employee's family member must normally be pre-approved by the President or appropriate Executive Vice President or Senior Vice President. The travel expenses of an eligible employee's family member may be paid for or reimbursed by Emory University and are not included in the employee's taxable income, provided the employee can establish that the presence of his or her family member serves a "bona fide business purpose" as defined in the Treasury Regulations. A family member's presence is considered to serve a bona fide business purpose if the individual has a significant role in the proceedings or makes an important contribution to the success of the event. If attendance of an eligible employee's family member is desirable but does not serve a bona fide business purpose to Emory, any such payment or reimbursement for such family member's travel expenses will be a taxable payment. Tax indemnification and gross up payments: Effective June 2, 2009, Emory University does not make tax indemnification or gross-up payments to executive staff members unless agreed to prior to such date. Pursuant to an initial employment agreement, Susan Cruse received a tuition benefit, which included a tax gross-up payment of $34,614. Housing allowance or residence for personal use: Emory University provides an on-campus residence for the President. The President must live in this residence as a requirement of his job and utilize the residence for University business purposes. Emory University provides a housing allowance to its VP Finance/CFO. This allowance is included in taxable income on Form W-2. Health or social club dues or initiation fees: Emory University provides certain executives with taxable compensation to reimburse the expense of membership dues and appropriate initiation fees for a social or country club used for Emory University business entertainment purposes. Wright Caughman $7,428 Susan Cruse $1,400 Claire Sterk $4,200 John Fox $6,804
FORM 990, SCHEDULE J, PART I, LINE 3ESTABLISHING COMPENSATION The President's compensation is approved by the Executive Compensation and Trustees' Conflict of Interest Committee of the EMORY UNIVERSITY Board of Trustees, composed of outside trustees. The recommendation is based on compensation survey data with periodic review by an independent compensation consultant.
FORM 990, SCHEDULE J, PART I, LINE 4BNON-QUALIFIED RETIREMENT PLAN Certain executives participate in a supplemental retirement plan intended to make up for limits on compensation in the qualified retirement plan. Robert J. Bachman $ 7,068 Peter Barnes $14,238 Mary L. Cahill $33,840 Wright Caughman $54,349 Susan Cruse $29,070 Michael Mandl $59,760 Rich Mendola $28,080 Ajay Nair $ 5,985 Stephen D. Sencer $21,150 Claire E. Sterk $31,950 James W. Wagner $62,433
FORM 990, SCHEDULE J, PART I, LINE 7NON-FIXED PAYMENTS Edith Murphree received a $10,000 performance bonus. Mary Cahill, Emory University's Chief Investment Officer, participates in an incentive plan that has a deferred component. In 2014, Ms. Cahill earned an incentive award of $767,250. $460,350 of the incentive award was distributed in 2014, as described below, and $306,900 of the incentive award was deferred. This deferred portion of the incentive award vests in part in 2015 and in part in 2016 and is subject to a substantial risk of forfeiture. In 2014, Ms. Cahill vested in and received a distribution of incentive compensation of $713,093, which was composed of deferred incentive awards from 2012 and 2013 of $252,743 as well as $460,350 of the incentive award that was earned in 2014.
FORM 990, SCHEDULE J, PART II, COLUMN CSUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN For purposes of retention, Emory University made a contribution of $240,000 to Wright Caughman's 457(f) deferred compensation account, which is not vested and is subject to a substantial risk of forfeiture. For purposes of retention, Emory made a contribution of $500,000 to John T. Fox's 457(f) deferred compensation account, which is not vested and is subject to a substantial risk of forfeiture. Mr. Fox also received a payout of vested deferred compensation awards made during the years 2009-2013 totaling $3,198,630. These awards were reported as deferred compensation in those years on the prior Forms 990. For purposes of retention, Emory University and Michael J. Mandl entered into a 457(f) deferred compensation agreement in 2008, pursuant to which Emory made an award of $547,000, which is not vested and is subject to a substantial risk of forfeiture, and which is reported ratably over seven years. For purposes of retention, Emory University made a contribution of $187,000 to James W. Wagner's 457(f) deferred compensation account, which is not vested and is subject to a substantial risk of forfeiture.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
PRIVATE COLLEGES AND UNIVERSITIES AUTHORITY
A58140778074265LSF62005-08-04$168,534,643See Part VI - 2005AYes (true)falsefalse
PRIVATE COLLEGES AND UNIVERSITIES AUTHORITY
B58140778074265LSJ82005-08-04$250,000,000SEE PART VI - 2005Bfalsefalsefalse
PRIVATE COLLEGES AND UNIVERSITIES AUTHORITY
C58140778074265LTD02005-08-25$281,575,000SEE PART VI - 2005Cfalsefalsefalse
PRIVATE COLLEGES AND UNIVERSITIES AUTHORITY
D58140778074265LTV02008-06-19$328,058,432SEE PART VI - 2008ABCfalsefalsefalse

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtBond DefeasedBondDefeasedAmtTotal ProceedsTotalProceedsAmtIn Reserve FundInReserveFundAmtCapitalized InterestCapitalizedInterestAmtRefunding EscrowRefundingEscrowAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCredit EnhancementCreditEnhancementAmtWorking Capital ExpendituresWorkingCapitalExpendituresAmtCapital ExpendituresCapitalExpendituresAmtOther Spent ProceedsOtherSpentProceedsAmtUnspentUnspentAmtSubstantial CompletionSubstantialCompletionYrCurrent RefundingCurrentRefundingIndAdvance RefundingAdvanceRefundingIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintInd
A$92,115,000$15,730,000$168,537,100$0$0$167,537,809$996,834$0$0$2,457$0$02002Yes (true)Yes (true)Yes (true)Yes (true)
B$0$0$250,002,307$0$0$249,212,532$787,468$0$0$2,307$0$02005falseYes (true)Yes (true)Yes (true)
C$157,425,000$0$287,609,146$0$3,238,536$56,620,000$1,684,295$0$0$226,066,315$0$02007Yes (true)falseYes (true)Yes (true)
D$198,225,000$0$330,299,691$0$11,210,114$87,603,750$1,810,978$0$0$229,674,849$0$02011Yes (true)falseYes (true)Yes (true)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)

Bond ReferenceBondReferenceCdPrivate Bus Use By OthersPrivateBusUseByOthersPctOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndEngage Bond Counsel ContractsEngageBondCounselContractsIndAny Research AgreementsAnyResearchAgreementsIndEngage Bond Counsel ResearchEngageBondCounselResearchIndPrivate Bus Concerning UBIPrivateBusConcerningUBIPctTotal Private Business UseTotalPrivateBusinessUsePctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndChange In Use Bond Financed PropChangeInUseBondFinancedPropPctProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdIndRemedial Action TakenRemedialActionTakenInd
A0
B0
C0.00200falseYes (true)Yes (true)falseYes (true)false0.000000.00200falseYes (true)0.00060Yes (true)
D0.00300falseYes (true)Yes (true)falseYes (true)false0.000000.00300falsefalseYes (true)false

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndBusiness Name Line1GICProviderName/BusinessNameLine1TxtGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsIndTerm Of HedgeTermOfHedgePctSuperintegrated HedgeSuperintegratedHedgeIndHedge TerminatedHedgeTerminatedIndTerm Of GICTermOfGICPctRegulatory Safe Harbor StsfdRegulatorySafeHarborStsfdInd
0
AfalsefalsefalseYes (true)falsefalsefalse0Yes (true)Yes (true)
UBSCITIGROUP
BfalsefalsefalseYes (true)Yes (true)Yes (true)false0Yes (true)Yes (true)31.falsefalse
UBSCITIGROUP
CfalsefalseYes (true)Yes (true)Yes (true)Yes (true)Yes (true)TRANSAMERICA OCCIDENfalseYes (true)31.falsefalse1.4Yes (true)
0
DfalsefalsefalseYes (true)Yes (true)falsefalse0falseYes (true)

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

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

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, SCHEDULE K, PART I, Column FPurpose and Issue Date of Refunded Issues A. 2005A - Debt Refunding: 12/2/92 (1992A), 3/18/93 (1993A), 5/26/94 (1994A), 11/21/95 (1995A), 8/7/97 (1997A), 9/17/97 (1997C), 8/11/98 (1998A), 9/29/99 (1999A), 8/16/00 (2000A) B. 2005B - Debt Refunding: 8/7/97 (1997A), 9/17/97 (1997C), 8/11/98 (1998A), 9/29/99 (1999A), 8/16/00 (2000A), 10/10/01 (2001A) C. 2005C - New Facility Construction and Debt Refunding: 5/26/94 (1994A), 11/21/95 (1995A), 9/17/97 (1997C), 9/29/99 (1999A), 8/16/00 (2000A), 8/16/00 (2000B), 10/10/01 (2001B), 10/17/02 (2002B) D. 2008ABC - New Facility Construction and Debt Refunding: 8/7/97 (1997A), 4/18/07 (2007 CP) E. 2009B - New Facility Construction and Debt Refunding: 8/16/00 (2000B), 10/10/01 (2001B), 10/17/02 (2002B), 3/10/09 and 3/24/09 (2007 CP) F. 2009C - Debt Refunding: 6/19/08 (2008A) G. 2010CP - Debt Refunding: 8/11/98 (1998A), 9/29/99 (1999A), 8/16/00 (2000A), 4/18/07 (2007 CP) H. 2011A - Debt Refunding: 10/10/2001 (2001A), 10/17/2002 (2002A), 6/19/2008 (2008B) I. 2013A - New Facility Construction and Debt Refunding: 10/17/2002 (2002A), 09/04/2010 (2010 CP), 08/04/05 (2005A), 08/25/05 (2005C) J. 2013BC - New Facility Construction and Debt Refunding: 08/25/05 (2005C)
Form 990, Schedule K, Part II, Line 3TOTAL PROCEEDS OF ISSUE THE PART I, COLUMN (E) "ISSUE PRICE" DOES NOT AGREE WITH THE PART II, LINE 3 "TOTAL PROCEEDS OF ISSUE" FOR CERTAIN BONDS DUE TO THE INCLUSION OF INVESTMENT EARNINGS ON THE PROCEEDS ACCOUNTS. THE CUMULATIVE INVESTMENT EARNINGS INCLUDED IN PART II, LINE 3 ARE AS FOLLOWS: PRIVATE COLLEGES AND UNIVERSITIES CUSIP # 74265LSF6 (2005A) $2,457 PRIVATE COLLEGES AND UNIVERSITIES CUSIP # 74265LSJ8 (2005B) $2,307 PRIVATE COLLEGES AND UNIVERSITIES CUSIP # 74265LTD0 (2005C) $6,034,146 PRIVATE COLLEGES AND UNIVERSITIES CUSIP # 74265LTV0 (2008ABC) $2,241,259 PRIVATE COLLEGES AND UNIVERSITIES CUSIP # 74265LVR6 (2009B) $7,054 PRIVATE COLLEGES AND UNIVERSITIES CUSIP # 74265LXFO (2009C) $1,780 PRIVATE COLLEGES AND UNIVERSITIES CUSIP # 74265LAS7 (2013A) $5,607 PRIVATE COLLEGES AND UNIVERSITIES CUSIP # 74265LA73 (2013BC) $2,311
Form 990, Schedule K, Part IIIPRIVATE BUSINESS USE BOND ISSUES 2005A AND 2005B WERE USED ENTIRELY TO REFUND PRE-2003 BOND ISSUES. AS SUCH, PART III, PRIVATE BUSINESS USE, DOES NOT APPLY.
Form 990, Schedule K, Part IV, Line 2cREBATE COMPUTATIONS PERFORMED ISSUE 2005A - 08/04/10 ISSUE 2005B - 09/01/06; 09/01/11 ISSUE 2005C - 02/25/06; 02/25/07; 08/25/10 ISSUE 2008ABC - 06/19/12 Issue 2009B - 05/13/14 Issue 2009C - 07/23/14 Issue 2010CP - 08/15/13; 08/18/15
Form 990, Schedule K, Part IV, LINE 6 (2005A AND 2005B)A portion of the proceeds of the Series 2005A Bonds and the Series 2005B Bonds were used to advance refund prior obligations, and therefore, gross proceeds were invested beyond an available temporary period. However, the proceeds used in the advance refunding were yield restricted in accordance with the Code and Treasury Regulations.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
PRIVATE COLLEGES AND UNIVERSITIES AUTHORITY
A58140778074265LVR62009-05-13$253,121,397SEE PART VI - 2009Bfalsefalsefalse
PRIVATE COLLEGES AND UNIVERSITIES AUTHORITY
B58140778074265LXF02009-07-23$99,790,294SEE PART VI - 2009Cfalsefalsefalse
PRIVATE COLLEGES AND UNIVERSITIES AUTHORITY
C58140778074272RAA42010-08-18$27,730,000SEE PART VI - 2010CPfalsefalsefalse
PRIVATE COLLEGES AND UNIVERSITIES AUTHORITY
D58140778074265LYF92011-08-23$238,277,766SEE PART VI - 2011Afalsefalsefalse

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtBond DefeasedBondDefeasedAmtTotal ProceedsTotalProceedsAmtIn Reserve FundInReserveFundAmtCapitalized InterestCapitalizedInterestAmtRefunding EscrowRefundingEscrowAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCredit EnhancementCreditEnhancementAmtWorking Capital ExpendituresWorkingCapitalExpendituresAmtCapital ExpendituresCapitalExpendituresAmtOther Spent ProceedsOtherSpentProceedsAmtUnspentUnspentAmtSubstantial CompletionSubstantialCompletionYrCurrent RefundingCurrentRefundingIndAdvance RefundingAdvanceRefundingIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintInd
A$31,855,000$0$253,128,451$0$1,103,458$210,142,000$1,876,072$0$0$40,006,921$0$02011Yes (true)falseYes (true)Yes (true)
B$0$0$99,792,074$0$0$98,935,000$841,733$0$0$15,341$0$02009Yes (true)falseYes (true)Yes (true)
C$24,896,000$0$27,730,000$0$0$27,730,000$0$0$0$0$0$02013Yes (true)falseYes (true)Yes (true)
D$0$0$238,277,766$0$0$236,668,501$1,609,265$0$0$0$0$02011Yes (true)Yes (true)Yes (true)Yes (true)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndEngage Bond Counsel ContractsEngageBondCounselContractsIndAny Research AgreementsAnyResearchAgreementsIndEngage Bond Counsel ResearchEngageBondCounselResearchIndPrivate Bus Use By OthersPrivateBusUseByOthersPctPrivate Bus Concerning UBIPrivateBusConcerningUBIPctTotal Private Business UseTotalPrivateBusinessUsePctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndChange In Use Bond Financed PropChangeInUseBondFinancedPropPctProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdIndRemedial Action TakenRemedialActionTakenInd
AfalseYes (true)Yes (true)falseYes (true)false0.031000.000000.03100falseYes (true)0.01690Yes (true)
BfalseYes (true)Yes (true)falseYes (true)false0.003000.000000.00300falsefalseYes (true)false
CfalseYes (true)Yes (true)falseYes (true)false0.002000.000000.00200falsefalseYes (true)false
DfalseYes (true)Yes (true)falseYes (true)false0.003000.00300falseYes (true)0.00010Yes (true)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndBusiness Name Line1GICProviderName/BusinessNameLine1TxtGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsInd
0
AfalsefalsefalseYes (true)falsefalsefalse0falseYes (true)
0
BfalsefalsefalseYes (true)falsefalsefalse0falseYes (true)
0
CfalsefalseYes (true)Yes (true)Yes (true)falsefalse0falseYes (true)
0
DfalseYes (true)falsefalsefalsefalsefalse0falseYes (true)

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

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

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
PRIVATE COLLEGES AND UNIVERSITIES AUTHORITY
A58140778074265LAS72013-08-15$214,792,974SEE PART VI - 2013Afalsefalsefalse
PRIVATE COLLEGES AND UNIVERSITIES AUTHORITY
B58140778074265LA732013-08-15$192,965,000SEE PART VI - 2013BCfalsefalsefalse

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtBond DefeasedBondDefeasedAmtTotal ProceedsTotalProceedsAmtIn Reserve FundInReserveFundAmtCapitalized InterestCapitalizedInterestAmtRefunding EscrowRefundingEscrowAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCredit EnhancementCreditEnhancementAmtWorking Capital ExpendituresWorkingCapitalExpendituresAmtCapital ExpendituresCapitalExpendituresAmtOther Spent ProceedsOtherSpentProceedsAmtUnspentUnspentAmtCurrent RefundingCurrentRefundingIndAdvance RefundingAdvanceRefundingIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintInd
A$4,825,000$0$214,798,581$0$2,340,882$58,968,426$1,564,110$0$0$140,921,367$0$11,003,796Yes (true)Yes (true)falseYes (true)
B$0$0$192,967,311$0$329,746$157,425,000$1,183,200$0$0$23,687,676$0$10,341,689Yes (true)falsefalseYes (true)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndEngage Bond Counsel ContractsEngageBondCounselContractsIndAny Research AgreementsAnyResearchAgreementsIndPrivate Bus Use By OthersPrivateBusUseByOthersPctPrivate Bus Concerning UBIPrivateBusConcerningUBIPctTotal Private Business UseTotalPrivateBusinessUsePctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndChange In Use Bond Financed PropChangeInUseBondFinancedPropPctProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdIndEngage Bond Counsel ResearchEngageBondCounselResearchInd
AfalseYes (true)Yes (true)falseYes (true)0.001000.000000.00100falseYes (true)0.00010Yes (true)
BfalseYes (true)Yes (true)Yes (true)Yes (true)0.002000.000000.00200falseYes (true)0.00050Yes (true)Yes (true)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndBusiness Name Line1GICProviderName/BusinessNameLine1TxtGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsInd
0
AfalseYes (true)falsefalsefalsefalsefalse0falseYes (true)
0
BfalseYes (true)falsefalseYes (true)falsefalse0falseYes (true)

Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)

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

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (14 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
Mary Ball
FAMILY MEM OF OFFICER$46,920EMPLOYEEfalse
William Castle
FAMILY MEM OF TRUSTEE$145,931EMPLOYEEfalse
Kirk Elifson
FAMILY MEM OF OFFICER$146,263EMPLOYEEfalse
David Goldsmith
FAMILY MEM OF FORMER KEY$52,520EMPLOYEEfalse
Edith Houston
FAMILY MEM OF FORMER OFF.$54,502EMPLOYEEfalse
Michael M Johns
FAMILY MEM OF FORMER OFF.$409,174EMPLOYEEfalse
John Lawley
FAMILY MEM OF FORMER KEY$118,976EMPLOYEEfalse
Leslie Lawley
FAMILY MEM OF FORMER KEY$177,592EMPLOYEEfalse
Megan Lawley
FAMILY MEM OF FORMER KEY$57,489EMPLOYEEfalse
Deborah Long
FAMILY MEM OF FORMER OFF$88,213EMPLOYEEfalse
Sheryl Gabram-Mendola
FAMILY MEM OF OFFICER$510,620EMPLOYEEfalse
Janet Sanfilippo
FAMILY MEM OF FORMER OFF$145,183EMPLOYEEfalse
Ann Sencer
FAMILY MEM OF OFFICER$90,882EMPLOYEEfalse
Kimberly Wagner
FAMILY MEM OF OFFICER$22,166EMPLOYEEfalse

Schedule M IRS990ScheduleM

Works Of Art WorksOfArtGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution13ContributionCnt
Noncash Contributions Rpt F990$126,490NoncashContributionsRptF990Amt
Method Of Determining RevenuesAPPRAISEDMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Art Historical TreasuresArtHistoricalTreasuresGrp
Art Fractional InterestArtFractionalInterestGrp

Books And Publications BooksAndPublicationsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Noncash Contributions Rpt F990$615,061NoncashContributionsRptF990Amt
Method Of Determining RevenuesAPPRAISEDMethodOfDeterminingRevenuesTxt

Clothing And Household Goods ClothingAndHouseholdGoodsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Noncash Contributions Rpt F990$39,743NoncashContributionsRptF990Amt
Method Of Determining RevenuesMARKET VALUEMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Cars And Other VehiclesCarsAndOtherVehiclesGrp
Boats And PlanesBoatsAndPlanesGrp
Intellectual PropertyIntellectualPropertyGrp

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution156ContributionCnt
Noncash Contributions Rpt F990$32,909,558NoncashContributionsRptF990Amt
Method Of Determining RevenuesMARKET QUOTATIONMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Securities Closely Held StockSecuritiesCloselyHeldStockGrp
Secur Prtnrshp Trust IntrstsSecurPrtnrshpTrustIntrstsGrp
Securities MiscellaneousSecuritiesMiscellaneousGrp
Qualified Contrib Hist StructQualifiedContribHistStructGrp
Qualified Contrib OtherQualifiedContribOtherGrp
Real Estate ResidentialRealEstateResidentialGrp
Real Estate CommercialRealEstateCommercialGrp
Real Estate OtherRealEstateOtherGrp

Collectibles CollectiblesGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Noncash Contributions Rpt F990$213,200NoncashContributionsRptF990Amt
Method Of Determining RevenuesAPPRAISEDMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Food InventoryFoodInventoryGrp
Drugs And Medical SuppliesDrugsAndMedicalSuppliesGrp
TaxidermyTaxidermyGrp

Historical Artifacts HistoricalArtifactsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution20ContributionCnt
Noncash Contributions Rpt F990$1,474,832NoncashContributionsRptF990Amt
Method Of Determining RevenuesAPPRAISEDMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Scientific SpecimensScientificSpecimensGrp
Archaeological ArtifactsArchaeologicalArtifactsGrp

Other Non Cash Contri Table OtherNonCashContriTableGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
DescFOOD AND GIFTSDesc
Contribution62ContributionCnt
Noncash Contributions Rpt F990$41,364NoncashContributionsRptF990Amt
Method Of Determining RevenuesMARKET VALUEMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Form8283 Received16Form8283ReceivedCnt
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (true)ReviewProcessUnusualNCGiftsInd
Third Parties UsedYes (true)ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceFORM 990, SCHEDULE M, PART I, LINE 32BFormAndLineReferenceDesc
ExplanationUSE OF THIRD PARTIES EMORY UNIVERSITY USES REAL ESTATE BROKERS TO ASSIST WITH SALES OF REAL PROPERTY ORIGINALLY RECEIVED AS CHARITABLE CONTRIBUTIONS. SALES OF STOCK AND PARTNERSHIP INTERESTS GIFTED TO THE UNIVERSITY ARE MANAGED BY FINANCIAL AGENTS.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (10 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART III, LINE 1MISSION STATEMENT EMORY UNIVERSITY'S MISSION IS TO CREATE, PRESERVE, TEACH, AND APPLY KNOWLEDGE IN THE SERVICE OF HUMANITY. TO FULFILL THIS MISSION, THE UNIVERSITY SUPPORTS THE FULL RANGE OF SCHOLARSHIP, FROM UNDERGRADUATE TO ADVANCED GRADUATE AND PROFESSIONAL INSTRUCTION, AND FROM BASIC RESEARCH TO ITS APPLICATION IN PUBLIC SERVICE. WHILE BEING A COMPREHENSIVE RESEARCH UNIVERSITY, EMORY LIMITS ITS ACADEMIC SCOPE TO THOSE FIELDS IN WHICH, BY VIRTUE OF ITS HISTORY AND LOCATION, IT CAN EXCEL. HENCE ITS ACADEMIC PROGRAMS FOCUS ON THE ARTS AND SCIENCES, BUSINESS, LAW, THEOLOGY, AND THE HEALTH PROFESSIONS. THESE DISCIPLINES ARE UNIFIED BY THEIR DEVOTION TO LIBERAL LEARNING; BY COOPERATIVE INTERDISCIPLINARY PROGRAMS; AND BY THE COMMON PURSUIT OF INTELLECTUAL DISTINCTION. THE EMORY COMMUNITY IS OPEN TO ALL WHO MEET ITS HIGH STANDARDS OF INTELLIGENCE, COMPETENCE, AND INTEGRITY. IT WELCOMES A DIVERSITY OF ETHNIC, CULTURAL, SOCIOECONOMIC, RELIGIOUS, NATIONAL, AND INTERNATIONAL BACKGROUNDS, BELIEVING THAT THE INTELLECTUAL AND SOCIAL ENERGY THAT RESULTS FROM SUCH DIVERSITY IS A PRIMARY ASSET OF THE UNIVERSITY. IN KEEPING WITH THE DEMAND THAT TEACHING, LEARNING, RESEARCH, AND SERVICE BE MEASURED BY HIGH STANDARDS OF INTEGRITY AND EXCELLENCE, AND BELIEVING THAT EACH PERSON AND EVERY LEVEL OF SCHOLARLY ACTIVITY SHOULD BE VALUED ON ITS OWN MERITS, THE UNIVERSITY AIMS TO IMBUE SCHOLARSHIP AT EMORY WITH * A COMMITMENT TO HUMANE TEACHING AND MENTORSHIP AND A RESPECTFUL INTERACTION AMONG FACULTY, STUDENTS, AND STAFF; * OPEN DISCIPLINARY BOUNDARIES THAT ENCOURAGE INTEGRATIVE TEACHING, RESEARCH, AND SCHOLARSHIP; * A COMMITMENT TO USE KNOWLEDGE TO IMPROVE HUMAN WELL-BEING; AND * A GLOBAL PERSPECTIVE ON THE HUMAN CONDITION. THE UNIVERSITY, FOUNDED BY THE METHODIST EPISCOPAL CHURCH, CHERISHES ITS HISTORICAL AFFILIATION WITH THE UNITED METHODIST CHURCH. WHILE EMORY'S PROGRAMS ARE TODAY ENTIRELY NONSECTARIAN (EXCEPT FOR THOSE AT THE CANDLER SCHOOL OF THEOLOGY), THE UNIVERSITY HAS DERIVED FROM THIS HERITAGE THE CONVICTION THAT EDUCATION CAN BE A STRONG MORAL FORCE IN BOTH SOCIETY AND THE LIVES OF ITS INDIVIDUAL MEMBERS.
FORM 990, PART III, LINE 4PROGRAM SERVICE ACCOMPLISHMENTS 4a Emory University: A major research university that is privately endowed, coeducational and not-for-profit. With its nine colleges and schools, the University attracts top quality students from across the nation and abroad, and has a current total enrollment of approximately 14,800 students. The University is a member of the Association of American Universities. In U.S. News and World Report's annual ranking of "America's Best Colleges" Emory ranked 21st among national universities in 2015 and has consistently been included in its Top 25 list since 1992. Emory also ranks in the top 25 schools for "Best Value Schools" and "High School Counselor Ratings." In addition, Emory ranked 14th in Kiplinger's "100 Best College Values" and was named a "Best Value College" by the Princeton Review. The University includes one of the nation's leading research and patient-care medical complexes, the Robert W. Woodruff Health Sciences Center. The Center includes the Emory University School of Medicine, Nell Hodgson Woodruff School of Nursing, Rollins School of Public Health, and Yerkes National Primate Research Center. Among the other centers for specialized research and study at Emory are The Winship Cancer Institute; The Global Health Institute; The Center for Health Discovery and Well Being; The Center for Faculty Development and Excellence; The Center for AIDS Research; The Michael C. Carlos Museum; The Center for Ethics in Public Policy and the Professions; The Center for International Programs Abroad; The Center for Health, Culture and Society; The Center for Teaching and Curriculum; The Cherry L. Emerson Center for Scientific Computation; The Graduate Institute of the Liberal Arts; The Claus M. Halle Institute for Global Learning; and The Institute for Women's Studies. 4b Emory University Hospital: A teaching and research facility providing tertiary and quaternary care services, particularly cardiology, cardiac surgery, oncology, neurosciences and multiple organ and tissue transplantation. In 2015, it was ranked as the number one hospital in Georgia by U.S. News and World Report. The Hospital was also recognized as one of the nation's top hospitals by the National Research Corporation's Consumer Choice Awards in 2015 and for 16 of the past 17 years. The Hospital provides integrated patient care with teaching and clinical research by physicians who are University faculty. It also provides charity care in the form of indigent care to patients with no health insurance and catastrophic care to patients whose medical bills are so large that paying them would be permanently life-shattering. Emory University Hospital physicians provided $17 million in charity care during the current fiscal year. The Hospital has 605 licensed beds, of which 120 are located at Emory University Orthopedic and Spine Hospital, and more than 1,300 licensed physicians on staff. The Emory University Orthopaedic and Spine Hospital has earned the highest patient satisfaction rankings in the country based on returned surveys from patients that have been nationally benchmarked by Press Ganey. The current Community Benefits Report is published at http://whsc.emory.edu/home/publications/health-sciences/community-benefits -2015/charity/index.html. 4c Emory University Hospital Midtown: Since 1908, an Atlanta teaching hospital offering a myriad of patient care, education and research initiatives. It was ranked the fifth best hospital in Atlanta, Georgia in 2015 by U.S. News and World Report. The Hospital provides advanced services such as cardiology, oncology and radiology as well as more traditional services such as obstetrics with both routine and intensive care nurseries. It also provides charity care in the form of indigent care to patients with no health insurance and catastrophic care to patients whose medical bills are so large that paying them would be permanently life-shattering. Emory University Hospital Midtown physicians provided $16 million in charity care during the current fiscal year. Emory University Hospital Midtown has 511 licensed beds and more than 1,200 licensed physicians on staff. The current Community Benefits Report is published at http://whsc.emory.edu/home/publications/health-sciences/community-benefits -2015/charity/index.html.
FORM 990, PART VI, LINE 2FAMILY OR BUSINESS RELATIONSHIPS (1) TRUSTEES WALTER M. DERISO, JR. AND J. DAVID ALLEN HAVE A BUSINESS RELATIONSHIP. (2) TRUSTEES WALTER M. DERISO, JR., RUSSELL R. FRENCH, JOHN MORGAN, AND ROBERT C. GODDARD HAVE A BUSINESS RELATIONSHIP. (3) TRUSTEES MUHTAR KENT AND JAVIER GOIZUETA HAVE A BUSINESS RELATIONSHIP. (4) Trustees John Morgan and Doug Ivester have a business relationship.
FORM 990, PART VI, LINE 11BPROVISION OF 990 TO GOVERNING BODY THE FORM 990 IS PREPARED and reviewed BY THE ORGANIZATION'S MANAGEMENT AND REVIEWED BY AN INDEPENDENT THIRD PARTY ACCOUNTING FIRM. PRIOR TO FINALIZATION OF THE RETURN, MANAGEMENT PROVIDED ACCESS TO A FINAL DRAFT OF THE FORM 990 TO ALL MEMBERS OF THE BOARD OF TRUSTEES AND GAVE THEM AN OPPORTUNITY TO MAKE COMMENTS. MANAGEMENT UPDATED THE FORM 990 FOR ALL COMMENTS RECEIVED AND PROVIDED THE FINAL VERSION OF THE FORM 990 TO ALL MEMBERS OF THE BOARD OF TRUSTEES PRIOR TO FILING.
FORM 990, PART VI, LINE 12CCONFLICT OF INTEREST POLICY EMORY UNIVERSITY'S CONFLICT OF INTEREST POLICY REQUIRES TRUSTEES, OFFICERS AND OTHER DECISION MAKERS TO DISCLOSE PARTICIPATION IN ACTIVITIES OR CIRCUMSTANCES THAT MAY PRESENT A CONFLICT OF INTEREST ON AN ANNUAL BASIS OR IF AT ANY TIME SUCH INDIVIDUAL BECOMES AWARE OF CIRCUMSTANCES THAT MAY PRESENT A CONFLICT OF INTEREST. THESE DISCLOSURES BY TRUSTEES ARE REVIEWED BY THE EXECUTIVE COMPENSATION AND TRUSTEES' CONFLICT OF INTEREST COMMITTEE OF THE UNIVERSITY BOARD OF TRUSTEES ("CONFLICT OF INTEREST COMMITTEE"), AS NECESSARY. IF THE CONFLICT OF INTEREST COMMITTEE DETERMINES THAT A CONFLICT OF INTEREST EXISTS, THE INDIVIDUAL WITH THE CONFLICT OF INTEREST MAY MAKE A PRESENTATION TO THE APPLICABLE COMMITTEE, BUT AFTER SUCH PRESENTATION, THE INDIVIDUAL MUST LEAVE THE MEETING DURING THE DISCUSSION OF, AND THE VOTE ON, THE TRANSACTION OR ARRANGEMENT THAT RESULTED IN THE CONFLICT OF INTEREST. DURING THE FISCAL YEAR NONE OF THE TRUSTEES WITH RELATED BUSINESS INTERESTS VOTED ON BUSINESS DECISIONS INVOLVING SUCH COMPANIES.
FORM 990, PART VI, LINE 15DETERMINATION OF COMPENSATION EMORY UNIVERSITY HAS A COMMITTEE ON EXECUTIVE COMPENSATION AND TRUSTEES' CONFLICT OF INTEREST COMPOSED OF NON-EMPLOYEE MEMBERS OF THE EMORY UNIVERSITY BOARD OF TRUSTEES. EACH YEAR, THE COMMITTEE REVIEWS MARKET DATA, COLLECTED AND REPORTED BY INDEPENDENT CONSULTING FIRMS, FROM COMPARABLE INSTITUTIONS FOR EACH POSITION IDENTIFIED AS A "DISQUALIFIED PERSON" FOR PURPOSES OF INTERMEDIATE SANCTIONS UNDER IRS REGULATIONS. THE COMMITTEE DISCUSSES THE PROPOSED COMPENSATION FOR EACH SUCH INDIVIDUAL IN THE CONTEXT OF THE MARKET DATA AND THE INDIVIDUAL'S PERFORMANCE AND CONTRIBUTION TO EMORY, AND IT MAKES A DECISION REGARDING THE APPROPRIATENESS OF COMPENSATION AND ANY COMPENSATION INCREASE. THE DISCUSSIONS ARE DOCUMENTED IN THE COMMITTEE'S MINUTES BY A REPRESENTATIVE OF THE OFFICE OF THE GENERAL COUNSEL.
FORM 990, PART VI, LINE 19AVAILABILITY OF DOCUMENTS TO THE PUBLIC EMORY UNIVERSITY MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND ITS FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC VIA ITS WEBSITE.
FORM 990, PART XI, LINE 9RECONCILIATION OF NET ASSETS ADJUSTMENT TO ANNUITIES PAYABLE 942,536 CHANGE IN FAIR VALUE OF DERIVATIVE INSTRUMENTS (26,265,113) ADJUSTMENT TO POST-RETIREMENT BENEFIT PLAN 3,237,000 ADJUSTMENT TO PERPETUAL FUND INCOME (58,532,000) ADJUSTMENT OF ASSETS TO BOOK VALUE 850,988 CUMULATIVE EFFECT OF CHANGE IN ACCOUNTING (20,413,782) RECLASSIFICATION OF NET ASSETS (312,976) TRANSFER OF NET ASSETS TO CONSOLIDATED AFFILIATES (42,945,827) TOTAL OTHER CHANGES IN NET ASSETS (143,439,174)
FORM 990, PART V, LINE 4BFOREIGN BANK ACCOUNT REPORTING BRAZIL CHILE CHINA COLUMBIA CZECH REPUBLIC DENMARK ETHIOPIA GREECE HUNGARY INDIA INDONESIA ISRAEL JAPAN MALAYSIA MEXICO NIGERIA PERU POLAND REPUBLIC OF KOREA ROMANIA SAUDI ARABIA SLOVAKIA SPAIN TAIWAN TURKEY UNITED KINGDOM
FORM 990, PART VI, LINE 4THE BYLAWS OF THE ORGANIZATION WERE AMENDED TO UPDATE THE TOTAL NUMBER OF TRUSTEES AND TO CLARIFY THE VOTING STATUS OF TRUSTEES EMERITUS.

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdTotal IncomeTotalIncomeAmtEnd Of Year AssetsEndOfYearAssetsAmtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Txt
GOIZUETA BUSINESS SCHOOL STUDENT INVEST
201 DOWMAN DRIVEATLANTAGA30322580566256INVESTMENTSGA$17,262$1,687,460NA
GOIZUETA BUSINESS SCHOOL REAL ESTATE
201 DOWMAN DRATLANTAGA30322261718943INVESTMENTSGA$63,101$157,897NA
EMORY UNIVERSITY STUDENT HEALTH COUNSEL
201 DOWMAN DRIVEATLANTAGA30322271119602HEALTHCAREGA$2,135,328$43,241NA
ROSE ACQUISITIONS LLC
201 DOWMAN DRIVEATLANTAGA30322454889158INVESTMENTSGA-$3,284,228$75,971,696NA
EMORY INTEGRATED HEALTH SERVICES LLC
201 DOWMAN DRIVEATLANTAGA30322580566256HEALTH CLAIMSGA$0$0NA

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (22 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationInd
EMORY MEDICAL CARE FOUNDATION INC
1648 PIERCE DRIVEATLANTAGA30322581537752MED MGMTGA501(c)(3)9NAfalse
EMORY HEALTHCARE INC
201 DOWMAN DRIVEATLANTAGA30322582137993MED MGMTGA501(c)(3)11.aNAfalse
THE EMORY CLINIC INC
1365 CLIFTON ROADATLANTAGA30322582030692HEALTHCAREGA501(C)(3)9NAfalse
EMORY MEDICAL LABORATORIES INC
1364 Clifton Road NEATLANTAGA30322010553460HEALTHCAREGA501(c)(3)3EMORY HEALTHfalse
WESLEY WOODS CENTER OF EMORY UNIVERSITY
1821 CLIFTON ROADATLANTAGA30322581529366HEALTHCAREGA501(c)(3)3EMORY HEALTHfalse
EMORY CHILDREN'S CENTER INC
201 DOWMAN DRIVEATLANTAGA30322582298500HEALTHCAREGA501(c)(3)9EMORY HEALTHfalse
LUTHER C FISCHER FOUNDATION
550 PEACHTREE STATLANTAGA30308581052508HEALTHCAREGA501(c)(3)11.aNAfalse
EMORY UNIV HOSPITAL MIDTOWN AUXILIARY
550 PEACHTREE STATLANTAGA30308586035386HEALTHCAREGA501(c)(3)11.ANAfalse
Emory University Post-Retirement Benefit
1599 Clifton Road NEAtlantaGA30322582087692VEBAGA501(c)(9)N/ANAfalse
Emory Healthcare Post-Retirement Benefit
1440 Clifton Road NEAtlantaGA30322900180674VEBAGA501(c)(9)N/AEMORY HEALTHfalse
EMORY INNOVATIONS INC
201 DOWMAN DRIVEATLANTAGA30322455372942RESEARCHGA501(c)(3)11ANAfalse
EMORYSAINT JOSEPH'S INC
1440 CLIFTON RD NE SUTIE 400ATLANTAGA30322452721833HEALTHCAREGA501(c)(3)4EMORY HEALTHfalse
SAINT JOSEPH'S HOSPITAL OF ATLANTA INC
5673 PTREE Dunwoody RDATLANTAGA30342580566257HOSPITALGA501(c)(3)3EMORYST JOSfalse
TRANSLATIONAL TESTING & TRAINING LABORAT
5673 PTREE DunwoodY RDATLANTAGA30342800079841RESEARCHGA501(c)(3)4EMORYST JOSfalse
EMORY HEALTHCARE INC RETIREMENT PLAN
1440 CLIFTON ROAD NEATLANTAGA30322020689035DB PLANGA501(c)(9)N/AEMORY HEALTHfalse
Lettie Pate Evans Foundation Inc
191 Peachtree St NE Ste 3540AtlantaGA30303237282939Supporting OrGA501(c)(3)11dnafalse
The Halle Foundation
1201 W Peachtree St No 42210AtlantaGA30309586201529Supporting orGA501(c)(3)11aNAfalse
The Onnie Mae Spruill Foundation Inc
1548 Mount Vernon RoadAtlantaGA30338582050054Supporting OrGA501(c)(3)11DNAfalse
Susan H & Wilbur H Marcy Trust
PO Box 1328Winter ParkFL32790591932547Supporting OrFL501(c)(3)11anafalse
M L Simpson Foundation Trust
1862 Independence SquareAtlantaGA30338586418299Supporting OrGA501(c)(3)11anafalse
Robert W Woodruff Health Sciences Center
191 Peachtree St NE Ste 3540AtlantaGA30303582229271Supporting OrGA501(c)(3)11bNAfalse
Pediatric Center of Georgia Inc
2015 Upper Gate Drive NEAtlantaGA30322581692698Supporting OrGA501(c)(3)11aNAfalse

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtPredominant Income TypePredominantIncomeTypeTxtShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtDisproportionate AllocationsDisproportionateAllocationsIndUBI Code VUBICodeVAmtGeneral Or Managing PartnerGeneralOrManagingPartnerIndOwnershipOwnershipPct
FOREST HILL
100 Morgan Keegan Dr 430LITTLE ROCKAR72202453838016INVESTMENTSDEFOREST CAPITALExcluded$465,951$74,528,569false$41,989false0.66000
ES REHAB
201 DOWMAN DRIVEATLANTAGA30322463808267HEALTHCAREGAEMORY HEALTHEXCLUDED$3,198,665$8,929,940false$0false0.51000

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (5 entries)

Address Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmProvince Or StateForeignAddress/ProvinceOrStateNmCountryForeignAddress/CountryCdPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile Foreign CountryLegalDomicileForeignCountryCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEntity TypeEntityTypeTxtShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtOwnershipOwnershipPctControlled OrganizationControlledOrganizationIndAddress Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINLegal Domicile StateLegalDomicileStateCdForeign PostalForeignAddress/ForeignPostalCd
CLIFTON CASUALTY INSURANCE COMPANY LTD
PO Box 1159 878 West Bay RdGrand CaymanCayman IslandsVICaptive InsurCJEMORY HEALTHC CORP$5,516,034$171,806,6971.00000false
NORTHLAKE REGIONAL PHYSICIANS CENTER
MEDICAL BLDGNAC CORP-$51,123$232,0950.93000false2850 PACES FERRY ROAD SUTIE 1140ATLANTAGA30339581850529GA
CHARITABLE REMAINER TRUSTS (41)
CHARITABLE TRNATRUSTfalse201 DOWMAN DRIVEATLANTAGA30322GA
POOLED INCOME FUND (1)
INCOME FUNDNATRUSTfalse201 DOWMAN DRIVEATLANTAGA30322GA
PTAM DYNAMIC FUND
CAYMAN ISLANDSCJINVESTMENTSCJPT ASSET MGNTC CORP$370,691$50,373,3180.95000falseKY1-1103
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (true)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgfalseGiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (true)SharingOfFacilitiesInd
Paid Employees SharingfalsePaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (true)TransferToOtherOrgInd
Transfer From Other OrgYes (true)TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (6 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
EMORY HEALTHCARE INC
s$232,028FMV
EMORY HEALTHCARE INC
r$1,000,000FMV
THE EMORY CLINIC INC
s$42,846,062FMV
THE EMORY CLINIC INC
r$49,155,186FMV
WESLEY WOODS CENTER OF EMORY UNIVERSITY
R$41,710,851FMV
PTAM DYNAMIC FUND
B$50,000,000FMV

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceFORM 990, SCHEDULE R, PART VFormAndLineReferenceDesc
ExplanationAll transfers to and from Emory University and related organizations were cash transactions and therefore the method used for determining the amount involved was based on U.S. dollars.ExplanationTxt