UNIVERSITY OF LOUISVILLE RESEARCH FOUNDATION INC: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY OF LOUISVILLE RESEARCH FOUNDATION INC (EIN 61-1029626)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2015-05-15
- IRS object ID
- 201501359349304340
- Schema version
- 2013v4.0
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-15T12:01:48-05:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CROWE HORWATH LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9600 BROWNSBORO ROAD | AddressLine1 |
| Address Line2 | SUITE 400 | AddressLine2 |
| City | LOUISVILLE | City |
| State | KY | State |
| ZIP Code | 402411122 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 611029626 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF LOUISVILLE RESEARCH FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIV | BusinessNameControlTxt |
| Phone | 5028527072 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Controllers Office | AddressLine1 |
| Address Line2 | University of Louisville | AddressLine2 |
| City | Louisville | City |
| State | KY | State |
| ZIP Code | 40292 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DR JAMES RAMSEY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Signature | 2015-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Rachel Spurlock | PreparerPersonNm |
| PTIN | P00520729 | PTIN |
| Phone | 5023263996 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
Principal Ofcr Business Address PrincipalOfcrBusinessAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMES RAMSEY | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2301 S Third Street | AddressLine1 |
| City | Louisville | City |
| State | KY | State |
| ZIP Code | 40292 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $368,381,854 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1984 | FormationYr |
| Legal Domicile State | KY | LegalDomicileStateCd |
| Activity Or Mission | THE UNIVERSITY OF LOUISVILLE RESEARCH FOUNDATION IS ORGANIZED FOR THE PURPOSE OF PROMOTING AND SUPPORTING RESEARCH PROJECTS, INVESTIGATIONS, CLINICAL SERVICES, AND OTHER ACTIVITIES RELATING TO THE MISSIONS OF THE UNIVERSITY OF LOUISVILLE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 25 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 18 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 25 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $156,299,277 | PYContributionsGrantsAmt |
| CY Contributions Grants | $155,127,522 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $175,229,768 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $208,461,936 | CYProgramServiceRevenueAmt |
| PY Investment Income | $40,251 | PYInvestmentIncomeAmt |
| CY Investment Income | -$74,773 | CYInvestmentIncomeAmt |
| PY Other Revenue | $16,277,527 | PYOtherRevenueAmt |
| CY Other Revenue | $3,877,533 | CYOtherRevenueAmt |
| PY Total Revenue | $347,846,823 | PYTotalRevenueAmt |
| CY Total Revenue | $367,392,218 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $41,192,973 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $41,454,004 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $327,889,201 | PYOtherExpensesAmt |
| CY Other Expenses | $341,973,711 | CYOtherExpensesAmt |
| PY Total Expenses | $369,082,174 | PYTotalExpensesAmt |
| CY Total Expenses | $383,427,715 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$21,235,351 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$16,035,497 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $118,616,223 | TotalAssetsBOYAmt |
| Total Assets EOY | $121,339,222 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $31,076,685 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $43,556,170 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $87,539,538 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $77,783,052 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE UNIVERSITY OF LOUISVILLE RESEARCH FOUNDATION IS ORGANIZED FOR THE PURPOSE OF PROMOTING AND SUPPORTING RESEARCH PROJECTS, INVESTIGATIONS, CLINICAL SERVICES, AND OTHER ACTIVITIES RELATING TO THE MISSIONS OF THE UNIVERSITY OF LOUISVILLE. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $341,001,872 | ExpenseAmt |
| Grant | $41,454,004 | GrantAmt |
| Revenue | $208,478,902 | RevenueAmt |
| Desc | THE UNIVERSITY OF LOUISVILLE RESEARCH FOUNDATION (ULRF) CONTINUED TO EXPAND ITS PROGRAM SERVICE ACCOMPLISHMENTS AND RESEARCH PORTFOLIO THROUGHOUT 2013-14. SOME OF ULRF'S MAJOR FEDERAL SPONSORS INCLUDE THE NATIONAL INSTITUTES OF HEALTH, THE NATIONAL SCIENCE FOUNDATION, THE UNITED STATES DEPARTMENT OF DEFENSE, THE UNITED STATES DEPARTMENT OF EDUCATION, AND THE VETERANS ADMINISTRATION. THESE PROJECTS, WHEN COMBINED WITH OTHER ADDITIONAL LOCAL, STATE, INDUSTRY, AND PRIVATE NONPROFIT FOUNDATION GRANTS, TOTAL OVER 900 GRANTS FOR PROJECTS INITIATED DURING THE FISCAL YEAR. SOME OF THE ORGANIZATION'S FUNDING HIGHLIGHTS DURING THE YEAR INCLUDE PROJECTS COVERING CARDIOVASCULAR RESEARCH; SPINAL CORD INJURY; RENEWABLE ENERGY RESEARCH INTO PHOTOVOLTAICS, FUEL CELLS, AND BIOENERGY; POLLUTION PREVENTION NETWORKS; TEEN PREGNANCY PREVENTION; MIDDLE SCHOOL MATHEMATICS UPDATING; COLLEGE ACCESS PROGRAMS; AND THE CENTER FOR TRAUMATIZED CHILDREN. | Desc |
| Total Program Service Expenses | $341,001,872 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 702 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 25 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 18 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Larry Zink | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5028527072 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Controllers Office Univ of Louisv | AddressLine1 |
| City | Louisville | City |
| State | KY | State |
| ZIP Code | 40292 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (30 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| DR DAVID DUNN | |||||||
| Vice President | 0.50 | 48.50 | Yes (X) | Yes (X) | $0 | $1,059,920 | $39,780 |
| DR JAMES R RAMSEY | |||||||
| President | 0.50 | 45.50 | Yes (X) | Yes (X) | $0 | $328,352 | $43,399 |
| DR SHIRLEY WILLIHNGANZ | |||||||
| Vice President | 0.50 | 39.00 | Yes (X) | Yes (X) | $0 | $332,886 | $54,071 |
| DR WILLIAM PIERCE | |||||||
| Vice President | 0.50 | 48.00 | Yes (X) | Yes (X) | $0 | $344,672 | $45,490 |
| EMILY BINGHAM | |||||||
| Secretary | 0.50 | 0 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JONATHAN BLUE | |||||||
| Vice Chair | 0.50 | 0 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MICHAEL J CURTIN | |||||||
| Vice President (to 8/31/2013) | 0.50 | 38.50 | Yes (X) | Yes (X) | $0 | $221,935 | $30,645 |
| RON BUTT | |||||||
| Chair | 0.50 | 0.50 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| SUSAN I HOWARTH | |||||||
| Vice President (From 9/1/2013) | 0.50 | 49.50 | Yes (X) | Yes (X) | $0 | $156,179 | $27,548 |
| ANGELA LEWIS-KLEIN | |||||||
| Director | 0.50 | 49.50 | Yes (X) | $0 | $48,939 | $23,994 | |
| BRUCE HENDERSON | |||||||
| Director | 0.50 | 0.50 | Yes (X) | $0 | $0 | $0 | |
| BRUCIE MOORE | |||||||
| Director | 0.50 | 0 | Yes (X) | $0 | $0 | $0 | |
| CARRIE MATTINGLY | |||||||
| Director (To 4/30/2014) | 0.50 | 49.50 | Yes (X) | $0 | $4,320 | $0 | |
| DEBBIE SCOPPECHIO | |||||||
| Director | 0.50 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DOUGLAS HALL | |||||||
| Director | 0.50 | 0 | Yes (X) | $0 | $0 | $0 | |
| DR JOSEPH PRATHER II | |||||||
| Director | 0.50 | 0 | Yes (X) | $0 | $0 | $0 | |
| DR PAMELA FELDHOFF | |||||||
| Director | 0.50 | 49.50 | Yes (X) | $0 | $109,291 | $22,758 | |
| DR ROBERT CURTIS HUGHES | |||||||
| Director | 0.50 | 0 | Yes (X) | $0 | $0 | $0 | |
| KEVIN COSBY | |||||||
| Director | 0.50 | 0 | Yes (X) | $0 | $0 | $0 | |
| LAURENCE BENZ | |||||||
| Director | 0.50 | 0 | Yes (X) | $0 | $0 | $0 | |
| MARIE ABRAMS | |||||||
| Director | 0.50 | 0.50 | Yes (X) | $0 | $0 | $0 | |
| MONALI HALDANKAR | |||||||
| Director (From 5/1/2014) | 0.50 | 0.50 | Yes (X) | $0 | $0 | $0 | |
| PHOEBE WOOD | |||||||
| Director | 0.50 | 0 | Yes (X) | $0 | $0 | $0 | |
| ROBERT P BENSON JR | |||||||
| Director | 0.50 | 0.50 | Yes (X) | $0 | $0 | $0 | |
| ROBERT W ROUNSAVALL III | |||||||
| Director | 0.50 | 0 | Yes (X) | $0 | $0 | $0 | |
| STEPHEN PAUL CAMPBELL | |||||||
| Director | 0.50 | 0 | Yes (X) | $0 | $0 | $0 | |
| STEVE WILSON | |||||||
| Director | 0.50 | 0 | Yes (X) | $0 | $0 | $0 | |
| ANGELA D KOSHEWA | |||||||
| Legal Counsel (to 5/31/2014) | 0.50 | 49.50 | Yes (X) | $0 | $168,901 | $29,530 | |
| DR JOSEPH M STEFFEN | |||||||
| Treasurer | 0.50 | 49.00 | Yes (X) | $0 | $95,675 | $20,550 | |
| KATHLEEN M SMITH | |||||||
| Assistant Secretary | 0.50 | 28.50 | Yes (X) | $0 | $110,180 | $19,924 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $2,981,250 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $357,689 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| UNIVERSITY OF LOUISVILLE PHYSICIANS | |||||
| 300 EAST MARKET STREET | LOUISVILLE | KY | 40202 | MEDICAL/HEALTHCARE | $6,141,202 |
| DELOITTE TAX LLP | |||||
| 220 WEST MAIN STREET | LOUISVILLE | KY | 40202 | CONSULTING | $2,581,429 |
| UNIVERSITY OF KENTUCKY RESEARCH FOUNDATION | |||||
| 301 PETERSON SERVICE BUILDING | LEXINGTON | KY | 405060005 | RESEARCH SERVICES | $1,258,247 |
| EMORY UNIVERSITY | |||||
| 201 DOWMAN DRIVE | ATLANTA | GA | 30322 | RESEARCH SERVICES | $968,555 |
| STITES & HARBISON | |||||
| 400 WEST MARKET STREET | LOUISVILLE | KY | 40202 | CONSULTING | $924,348 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 89 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $120,994,896 | GovernmentGrantsAmt |
| All Other Contributions | $34,132,626 | AllOtherContributionsAmt |
| Total Contributions | $155,127,522 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| CLINICAL SERVICES | 541700 | $205,763,845 | $205,763,845 |
| OTHER RESEARCH PROJECTS | 541700 | $2,573,921 | $2,573,921 |
| CONFERENCES AND TRAINING | 541700 | $124,170 | $124,170 |
| $0 | |||
| $0 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $208,461,936 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $32,584 | TotalRevenueColumnAmt |
| Exclusion | $32,584 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,843,699 | TotalRevenueColumnAmt |
| Exclusion | $3,843,699 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $16,868 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $16,868 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $16,868 | TotalRevenueColumnAmt |
| Exclusion | $16,868 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $0 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $107,357 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
| Other | -$107,357 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$107,357 | TotalRevenueColumnAmt |
| Exclusion | -$107,357 | ExclusionAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $890,256 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $882,279 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,977 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $7,977 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MISCELLANEOUS | 900099 | $8,989 | $8,989 |
| $0 | |||
| $0 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $8,989 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $367,392,218 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $208,478,902 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,785,794 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $294,200 | TotalAmt |
| Program Services | $294,200 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,159,804 | TotalAmt |
| Program Services | $41,159,804 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,440,436 | TotalAmt |
| Program Services | $1,865,962 | ProgramServicesAmt |
| Management And General | $574,474 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,023 | TotalAmt |
| Program Services | $51,818 | ProgramServicesAmt |
| Management And General | $11,205 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $272,880,497 | TotalAmt |
| Program Services | $244,456,939 | ProgramServicesAmt |
| Management And General | $28,423,558 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $443,682 | TotalAmt |
| Program Services | $231,756 | ProgramServicesAmt |
| Management And General | $211,926 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,299,114 | TotalAmt |
| Program Services | $1,233,501 | ProgramServicesAmt |
| Management And General | $65,613 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,939,522 | TotalAmt |
| Program Services | $3,310,156 | ProgramServicesAmt |
| Management And General | $629,366 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,071 | TotalAmt |
| Program Services | $53,071 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,513,164 | TotalAmt |
| Program Services | $3,274,998 | ProgramServicesAmt |
| Management And General | $238,166 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,932,951 | TotalAmt |
| Program Services | $3,745,708 | ProgramServicesAmt |
| Management And General | $187,243 | ManagementAndGeneralAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,126,594 | TotalAmt |
| Program Services | $5,857,786 | ProgramServicesAmt |
| Management And General | $268,808 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,204,866 | TotalAmt |
| Program Services | $9,204,866 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,056,823 | TotalAmt |
| Program Services | $1,028,735 | ProgramServicesAmt |
| Management And General | $28,088 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| FACILITIES AND ADMINISTRATIVE SERVICES | $14,348,935 | $3,766,734 | $10,582,201 |
| LABORATORY SUPPLIES AND EXPENSES | $14,040,752 | $13,606,391 | $434,361 |
| SMALL EQUIPMENT PURCHASES AND RENTALS | $567,782 | $545,756 | $22,026 |
| LICENSES, PERMITS, AND FEES | $666,201 | $651,823 | $14,378 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,396,298 | TotalAmt |
| Program Services | $6,661,868 | ProgramServicesAmt |
| Management And General | $734,430 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $383,427,715 | TotalAmt |
| Program Services | $341,001,872 | ProgramServicesAmt |
| Management And General | $42,425,843 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Joint Costs TotalJointCostsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,430 | BOYAmt |
| EOY | $11,105 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,946,256 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,305,107 | BOYAmt |
| EOY | $45,457,329 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,158,543 | BOYAmt |
| EOY | $614,884 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $360,815 | BOYAmt |
| EOY | $353,629 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $151,746,335 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $77,382,122 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $72,405,451 | BOYAmt |
| EOY | $74,364,213 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,113 | BOYAmt |
| EOY | $2,113 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $422,508 | BOYAmt |
| EOY | $535,949 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $118,616,223 | BOYAmt |
| EOY | $121,339,222 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,587,520 | BOYAmt |
| EOY | $15,365,793 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,510,302 | BOYAmt |
| EOY | $10,267,598 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,978,863 | BOYAmt |
| EOY | $17,922,779 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,076,685 | BOYAmt |
| EOY | $43,556,170 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $87,539,538 | BOYAmt |
| EOY | $77,783,052 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $87,539,538 | BOYAmt |
| EOY | $77,783,052 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $118,616,223 | BOYAmt |
| EOY | $121,339,222 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$16,035,497 | ReconcilationRevenueExpnssAmt |
| Prior Period Adjustments | $6,279,011 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| College Organization | Yes (X) | CollegeOrganizationInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $173,608,959 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $174,798,105 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $174,198,510 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $156,299,277 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $155,127,522 | CurrentTaxYearAmt |
| Total | $834,032,373 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $173,608,959 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $174,798,105 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $174,198,510 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $156,299,277 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $155,127,522 | CurrentTaxYearAmt |
| Total | $834,032,373 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $0 | SubstantialContributorsTotAmt |
| Public Support Total170 | $834,032,373 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $184,736 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $382,946 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,893,151 | CurrentTaxYearAmt |
| Total | $4,460,833 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $69,487 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $317,813 | CurrentTaxYearMinus3YearsAmt |
| Total | $387,300 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $838,880,506 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $955,869,069 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.99420 | PublicSupportCY170Pct |
| Public Support PY170 | 0.99880 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $351,695 | OtherCostOrOtherBasisAmt |
| Book Value | $351,695 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $61,533,970 | OtherCostOrOtherBasisAmt |
| Depreciation | $11,579,083 | DepreciationAmt |
| Book Value | $49,954,887 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $702,205 | OtherCostOrOtherBasisAmt |
| Depreciation | $702,205 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $79,424,845 | OtherCostOrOtherBasisAmt |
| Depreciation | $65,023,300 | DepreciationAmt |
| Book Value | $14,401,545 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $9,733,620 | OtherCostOrOtherBasisAmt |
| Depreciation | $77,534 | DepreciationAmt |
| Book Value | $9,656,086 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $74,364,213 | TotalBookValueLandBuildingsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DUE TO UNIVERSITY OF LOUISVILLE | $9,034,124 |
| ALLOCATED POST EMPLOYMENT BENEFITS | $8,888,655 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $17,922,779 | TotalLiabilityAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (7 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| CLINICAL RESEARCH FOUNDATION | |||||||
| 800 ZORN AVENUE | LOUISVILLE | KY | 40206 | 611144514 | 501(C)(3) | $100,000 | SUPPORT FOR CLINICAL STUDIES |
| MARCH OF DIMES | |||||||
| 4802 SHERBURN LANE | LOUISVILLE | KY | 40207 | 131846366 | 501(C)(3) | $25,000 | SPONSORSHIP |
| DREXEL UNIVERSITY | |||||||
| 3201 ARCH STREET | PHILADELPHIA | PA | 19104 | 231352630 | 501(C)(3) | $25,000 | SPONSORSHIP |
| METRO UNITED WAY | |||||||
| 334 EAST BROADWAY | LOUISVILLE | KY | 40202 | 610444680 | 501(C)(3) | $20,000 | GENERAL SUPPORT |
| JUNIOR ACHIEVEMENT OF KENTUCKIANA | |||||||
| 1401 W MUHAMMAD ALI BLVD | LOUISVILLE | KY | 40203 | 610476694 | 501(C)(3) | $10,000 | SPONSORSHIP |
| EPILEPSY FOUNDATION OF KENTUCKIANA | |||||||
| 982 EASTERN PARKWAY | LOUISVILLE | KY | 40217 | 611314540 | 501(C)(3) | $5,000 | SPONSORSHIP |
| WESTIE FOUNDATION OF AMERICA INC | |||||||
| 428 HEDGECROFT DRIVE | SEABROOK | TX | 77586 | 061473645 | 501(C)(3) | $5,000 | SPONSORSHIP FOR FIBROSIS WORKSHOP |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 7 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS, FELLOWSHIPS FINANCIAL AID, AWARDS | GrantTypeTxt |
| Recipient | 11055 | RecipientCnt |
| Cash Grant | $41,159,804 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2, Procedures for monitoring use of grant funds | FormAndLineReferenceDesc |
| Explanation | THE RECIPIENTS OF SCHOLARSHIPS, FELLOWSHIPS, AID, AND AWARDS ARE SELECTED BASED ON UNIVERSITY OF LOUISVILLE DEPARTMENTAL CRITERIA. THE ORGANIZATION SERVES PRIMARILY AS A FUNDING SOURCE FOR ANY SCHOLARSHIPS AWARDED BY THE UNIVERSITY. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DR JAMES R RAMSEY | ||||||||||||||
| PRESIDENT | $0 | $325,466 | $0 | $0 | $0 | $2,886 | $0 | $25,375 | $0 | $18,024 | $0 | $371,751 | $0 | $0 |
| DR SHIRLEY WILLIHNGANZ | ||||||||||||||
| VICE PRESIDENT | $0 | $319,698 | $0 | $0 | $0 | $13,188 | $0 | $37,206 | $0 | $16,865 | $0 | $386,957 | $0 | $0 |
| DR WILLIAM PIERCE | ||||||||||||||
| VICE PRESIDENT | $0 | $300,484 | $0 | $0 | $0 | $44,188 | $0 | $30,530 | $0 | $14,960 | $0 | $390,162 | $0 | $0 |
| MICHAEL J CURTIN | ||||||||||||||
| VICE PRESIDENT (TO 8/31/2013) | $0 | $213,840 | $0 | $0 | $0 | $8,095 | $0 | $21,450 | $0 | $9,195 | $0 | $252,580 | $0 | $0 |
| SUSAN I HOWARTH | ||||||||||||||
| VICE PRESIDENT (FROM 9/1/2013) | $0 | $151,765 | $0 | $0 | $0 | $4,414 | $0 | $15,379 | $0 | $12,169 | $0 | $183,727 | $0 | $0 |
| DR DAVID DUNN | ||||||||||||||
| VICE PRESIDENT | $0 | $963,732 | $0 | $95,000 | $0 | $1,188 | $0 | $25,375 | $0 | $14,405 | $0 | $1,099,700 | $0 | $0 |
| ANGELA D KOSHEWA | ||||||||||||||
| LEGAL COUNSEL (TO 5/31/2014) | $0 | $167,713 | $0 | $0 | $0 | $1,188 | $0 | $17,009 | $0 | $12,521 | $0 | $198,431 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART V, LINE 1A, FORM 1096 | THE ORGANIZATION'S FORMS 1099 ARE FILED BY ITS COMMON PAY AGENT, THE UNIVERSITY OF LOUISVILLE. |
| FORM 990, PART V, LINE 2A, FORMS W-2 | THE ORGANIZATION HAS NO EMPLOYEES. |
| Form 990, Part VI, Sec A, Line 1a, Delegate broad authority to a committee | THE EXECUTIVE COMMITTEE CONSISTS OF THE CHAIRMAN, VICE CHAIRMAN, SECRETARY, TREASURER OF THE BOARD OF DIRECTORS, PRESIDENT, CHIEF BUSINESS OFFICER, CHIEF FINANCIAL OFFICER, CHIEF ACADEMIC OFFICER, AND CHIEF RESEARCH OFFICER OF THE UNIVERSITY OF LOUISVILLE IN THEIR CAPACITY AS DIRECTOR. THE PRESIDENT SERVES AS CHAIRMAN OF THE EXECUTIVE COMMITTEE. THE COMMITTEE ACTS FOR THE BOARD OF DIRECTORS IN THE INTERIM BETWEEN MEETINGS OF THE BOARD, AND WITH RESPECT TO THE ACCEPTANCE, ADMINISTRATION AND ACCOUNTING FOR GRANTS AND CONTRACTS IT IS NOT REQUIRED THAT ACTIONS OF THE EXECUTIVE COMMITTEE BE RATIFIED BY THE BOARD. EXCEPT AS STATED ABOVE, THE DELEGATION OF POWER AND AUTHORITY WHEN GIVEN BY THE BOARD OF DIRECTORS TO THE EXECUTIVE COMMITTEE SHALL BE COMPLETE, SUBJECT ONLY TO THE LIMITATIONS IMPOSED BY THE KENTUCKY REVISED STATUES. POWERS OF THE COMMITTEE SHALL NOT EXTEND TO AMENDING, ALTERING OR REPEALING THE BYLAWS; ELECTING, APPOINTING OR REMOVING ANY MEMBER OF ANY SUCH COMMITTEE OR ANY DIRECTOR OR OFFICER OF THE CORPORATION; AMENDING THE ARTICLES OF INCORPORATION, RESTATING ARTICLES OF INCORPORATION ADOPTING A PLAN OR MERGER OR ADOPTING A PLAN OF CONSOLIDATION WITH ANOTHER CORPORATION; AUTHORIZING THE SALE, LEASE, EXCHANGE OR MORTGAGE OF ALL OR SUBSTANTIALLY ALL OF THE PROPERTY AND ASSETS OF THE CORPORATION; AUTHORIZING THE VOLUNTARY DISSOLUTION OF THE CORPORATION OR REVOKING PROCEEDINGS THEREFOR; ADOPTING A PLAN FOR THE DISTRIBUTION OF THE ASSETS OF THE CORPORATION; OR AMENDING, ALTERING OR REPEALING ANY RESOLUTION OF THE BOARD OF DIRECTORS WHICH BY ITS TERMS PROVIDES THAT IT SHALL NOT BE AMENDED, ALTERED OR REPEALED BY SUCH COMMITTEE. |
| Form 990, Part VI, Sec B, Line 11b, Review of form 990 by governing body | UNIVERSITY OF LOUISVILLE FINANCE PERSONNEL AND AN OUTSIDE FIRM PREPARED THE RETURN. A COPY OF THE RETURN WAS PROVIDED TO ALL BOARD MEMBERS FOR REVIEW PRIOR TO FILING. |
| Form 990, Part VI, Sec B, Line 12c, Conflict of interest policy | IF AN ITEM IS PRESENTED TO THE BOARD OF DIRECTORS (OR ANY OTHER POLICY BOARD) FOR ACTION, E.G., PURCHASE OF PROPERTY, MERGING WITH ANOTHER ENTITY, BUYING SERVICES, ETC., THE BOARD MEMBER WILL DISCLOSE HIS OR HER POSSIBLE CONFLICT OF INTEREST AND MUST RECUSE HIMSELF OR HERSELF FROM VOTING. THE BOARD MEMBER ALSO AVOIDS PARTICIPATING IN ANY DECISION OR ADVOCATING FOR ANY DECISION OF THE BOARD. IN SOME CIRCUMSTANCES, E.G., WHEN THE CONFLICT OF THE BOARD MEMBER PLACES THE BOARD MEMBER IN COMPETITION WITH THE UNIVERSITY, THE BOARD MEMBER WILL LEAVE THE BOARD MEETING DURING DISCUSSION OR UPDATE ON THE ACTION. BEFORE ANY MEETING OF THE VARIOUS BOARDS, AN AGENDA IS CIRCULATED TO EACH MEMBER OR DIRECTOR WITH DESCRIPTIONS OF THE ACTION ITEMS. THIS ALLOWS SUFFICIENT TIME FOR ANY BOARD MEMBER OR DIRECTOR TO ALERT THE BOARD ABOUT A POTENTIAL CONFLICT OF INTEREST. PAST PRACTICE INCLUDES WRITTEN DISCLOSURE BY THE BOARD MEMBER OUTLINING: (1) THAT A CONFLICT OF INTEREST MAY EXIST; (2) THE NATURE AND EXTENT OF THE CONFLICT; AND (3) THE DESCRIPTION AND POTENTIAL BENEFIT, DIRECT OR INDIRECT, TO THE MEMBER OF THE BOARD. THIS INFORMATION WILL BE SUPPLIED TO LEGAL COUNSEL AND THE ENTIRE BOARD AHEAD OF THE MEETING, AND A COPY OF THE INFORMATION WILL BE MAINTAINED IN THE BOARD MEMBER'S FILE. |
| FORM 990, PART VI, LINE 15, PROCESS FOR DETERMINING COMPENSATION | THE ORGANIZATION HAS NO EMPLOYEES, THUS LINES 15(A) AND 15(B) OF PART VI HAVE BEEN MARKED "NO." |
| Form 990, Part VI, Sec C, Line 19, Required documents available to the public | AS A MATTER OF PRACTICE, THE ORGANIZATION ADHERES TO THE CONFLICT OF INTEREST POLICY, NON-RETALIATION POLICY, AND DOCUMENT INTEGRITY POLICY OF THE UNIVERSITY OF LOUISVILLE. COPIES OF THESE POLICIES ARE AVAILABLE AT LOUISVILLE.EDU OR UPON REQUEST. COPIES OF THE ORGANIZATION'S AUDITED FINANCIAL STATEMENTS ARE ALSO AVAILABLE AT LOUISVILLE.EDU. |
| Form 990, Part IX, Line 11g, Other Expenses | UNIVERSITY OF LOUISVILLE SALARY AND BENEFIT ALLOCATIONS - TOTAL EXPENSE: XXX-XX-XXXX, PROGRAM SERVICE EXPENSE: XXX-XX-XXXX, MANAGEMENT AND GENERAL EXPENSES: 8624334, FUNDRAISING EXPENSES: ; RESEARCH SUBCONTRACTING - TOTAL EXPENSE: 9090405, PROGRAM SERVICE EXPENSE: 9090405, MANAGEMENT AND GENERAL EXPENSES: , FUNDRAISING EXPENSES: ; CONTRACTUAL - TOTAL EXPENSE: 21197943, PROGRAM SERVICE EXPENSE: 3387986, MANAGEMENT AND GENERAL EXPENSES: 17809957, FUNDRAISING EXPENSES: ; OTHER CONSULTING AND SERVICES - TOTAL EXPENSE: 11617555, PROGRAM SERVICE EXPENSE: 9628288, MANAGEMENT AND GENERAL EXPENSES: 1989267, FUNDRAISING EXPENSES: ; |
| , PRIOR PERIOD ADJUSTMENT | THE ORGANIZATION'S AUDITED FINANCIAL STATEMENTS FOR JUNE 30, 2013, WERE RESTATED TO PROPERLY REFLECT AMOUNTS RECEIVABLE FROM THIRD PARTIES NOT PREVIOUSLY INCLUDED IN REVENUE. THE NET EFFECT OF THIS MISSTATEMENT RESULTED IN AN INCREASE OF $8.1 MILLION IN UNRESTRICTED NET POSITION AS OF JULY 1, 2012, AND AN INCREASE IN THE DECREASE IN NET POSITION OF $1.9 MILLION FOR THE YEAR ENDED JUNE 30, 2013, FOR A NET INCREASE IN UNRESTRICTED NET POSITION OF $6.2 MILLION AS OF JUNE 30, 2013. |
| , REPORTABLE COMPENSATION | AMOUNTS REPORTED ON PART VII AND ON SCHEDULE J INCLUDE ONLY COMPENSATION PAID BY ITS CONTROLLING PARENT, THE UNIVERSITY OF LOUISVILLE. THE REPORTED AMOUNTS DO NOT INCLUDE COMPENSATION PAID BY THE UNIVERSITY OF LOUISVILLE FOUNDATION, WHICH IS UNRELATED TO THE FILING ORGANIZATION FOR FORM 990 REPORTING PURPOSES. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| UNIVERSITY OF LOUISVILLE | ||||||||||
| UNIVERSITY OF LOUISVILLE | LOUISVILLE | KY | 40292 | 611014882 | EDUCATION | KY | 501(C)(1) | N/A | NA | false |
| UNIVERSITY OF LOUISVILLE ATHLETIC ASSOCIATION INC | ||||||||||
| UNIVERSITY OF LOUISVILLE | LOUISVILLE | KY | 40292 | 311106941 | EDUCATION | KY | 501(C)(3) | 11 - Type I | UNIVERSITY OF LOUISVILLE | false |
| UNIVERSITY OF LOUISVILLE MEDICAL SCHOOL FUND INC | ||||||||||
| UNIVERSITY OF LOUISVILLE | LOUISVILLE | KY | 40292 | 610888729 | EDUCATION | KY | 501(C)(3) | 11 - Type I | UNIVERSITY OF LOUISVILLE | false |
| UNIVERSITY PHYSICIANS GROUP INC | ||||||||||
| 323 EAST CHESTNUT STREET | LOUISVILLE | KY | 402021823 | 611346817 | MEDICAL CARE | KY | 501(C)(3) | 9 | UNIVERSITY OF LOUISVILLE | false |
| UNIVERSITY OF LOUISVILLE MEDICAL SCHOOL PRACTICE ASSOC | ||||||||||
| 550 SOUTH JACKSON STREET | LOUISVILLE | KY | 40202 | 611250153 | MEDICAL CARE | KY | 501(C)(3) | 7 | UNIVERSITY OF LOUISVILLE | false |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (true) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |