2015-07-15T14:07:32-05:00 2014-08-31 KPMG LLP 300 North Greene Street Suite 400 Greensboro NC 27401 990 2013-09-01 580566256 EMORY UNIVERSITY % CAROL KISSAL EMOR 4047272827 1599 CLIFTON ROAD 3RD FLOOR Suite 3105 ATLANTA GA 30322 CAROL KISSAL VP FOR FINANCE 4047272827 2015-07-14 true ALLISON H FRANKLIN P00448640 4047272827 2015-07-10 2013 2016-02-25 16:41:14Z JAMES W WAGNER PRESIDENT 1599 CLIFTON ROAD 3RD FLOOR ATLANTA GA 30322 3505261544 false X http://www.emory.edu X 1836 GA EMORY UNIVERSITY'S MISSION IS TO CREATE, PRESERVE, TEACH, AND APPLY KNOWLEDGE IN THE SERVICE OF HUMANITY AND TO PROVIDE EXCELLENCE IN PATIENT CARE. 41 29 21826 6834 6555781 -5314572 709869256 626712257 2206358349 2304555257 342023614 547001931 17451629 26349527 3275702848 3504618972 256365299 281486235 0 0 1516218944 1560797104 0 0 20835543 1195077746 1215402256 2967661989 3057685595 308040859 446933377 11036367740 12191767156 3562111508 3838173888 7474256232 8353593268 X SEE SCHEDULE O false false 1573991413 281486235 826476478 SEE SCHEDULE O 684082215 818729414 SEE SCHEDULE O 557539665 646590207 SEE SCHEDULE O 2815613293 true true false true false false false true false true true true false false true true false true true true true true false false true false true true true true true true true false false false false false false false true true true true false false true true true false false false true X 24734 0 true 21826 true true true true false false false true true false false false false X 41 29 true false false false false false false true true false false true true true true true true true true true true GA X CAROL KISSAL 4047272827 1599 CLIFTON RD 3RD FLOOR ATLANTA GA 30322 X J David Allen Trustee 3.0 2.0 X 0 0 0 Kathelen Amos Trustee 1.0 0.0 X 0 0 0 Facundo L Bacardi Trustee 1.0 0.0 X 0 0 0 Thomas D Bell Jr Trustee 5.0 0.0 X 0 0 0 Henry L Bowden Jr Trustee 4.0 0.0 X 0 0 0 Susan A Cahoon Trustee 2.0 0.0 X 0 0 0 Shantella Carr Cooper Trustee 1.0 0.0 X 0 0 0 G Lindsey Davis Trustee 3.0 0.0 X 0 0 0 Walter M Deriso Jr Trustee 5.0 0.0 X 0 0 0 James L Ferman Jr Trustee 2.0 0.0 X 0 0 0 Russell R French Trustee 3.0 3.0 X 0 0 0 James R Gavin III Trustee 2.0 0.0 X 0 0 0 John T Glover Trustee 1.0 1.0 X 0 0 0 Robert C Goddard III Trustee 2.0 3.0 X 0 0 0 Javier Goizueta Trustee 1.0 0.0 X 0 0 0 Laura J Hardman Trustee 3.0 0.0 X 0 0 0 C Rob Henrikson Trustee 5.0 0.0 X 0 0 0 M Douglas Ivester Trustee 5.0 0.0 X 0 0 0 Ben F Johnson III Trustee 7.0 0.0 X 0 0 0 Muhtar Kent Trustee 1.0 0.0 X 0 0 0 Jonathan K Layne Trustee 4.0 0.0 X 0 0 0 Steven Lipstein Trustee 1.0 0.0 X 0 0 0 Deborah Marlowe Trustee 1.0 0.0 X 0 0 0 William T McAlilly Trustee 1.0 0.0 X 0 0 0 Teri Plummer McClure Trustee 1.0 0.0 X 0 0 0 John F Morgan Trustee 7.0 0.0 X 0 0 0 J Neal Purcell Trustee 4.0 3.0 X 0 0 0 Wendell S Reilly Trustee 3.0 1.0 X 0 0 0 John G Rice Trustee 1.0 1.0 X 0 0 0 Rick M Rieder Trustee 1.0 0.0 X 0 0 0 Teresa M Rivero Trustee 3.0 0.0 X 0 0 0 Adam H Rogers Trustee 1.0 0.0 X 0 0 0 Katherine T Rohrer Trustee 3.0 0.0 X 0 0 0 Gary W Rollins Trustee 1.0 0.0 X 0 0 0 Timothy C Rollins Trustee 1.0 0.0 X 0 0 0 Diane W Savage Trustee 4.0 0.0 X 0 0 0 Jeffrey H Schwartz Trustee 1.0 0.0 X 0 0 0 Leah Ward Sears Trustee 1.0 0.0 X 0 0 0 Lynn H Stahl Trustee 2.0 0.0 X 0 0 0 James E Swanson Sr Trustee 1.0 0.0 X 0 0 0 Mitchell Tanzman Trustee 1.0 0.0 X 0 0 0 Mary Virginia Taylor Trustee 1.0 0.0 X 0 0 0 Chilton D Varner Trustee 4.0 0.0 X 0 0 0 William C Warren IV Trustee 1.0 0.0 X 0 0 0 B Michael Watson Trustee 1.0 0.0 X 0 0 0 Peter Barnes VP-Human Resources 60.0 0.0 X 411871 0 30747 Mary L Cahill VP-Investments and CIO 60.0 0.0 X 1191528 0 321760 Wright Caughman MD EVP-Health Affairs 35.0 35.0 X 819443 933788 260314 Susan Cruse SVP-Dev/Alum Relations 65.0 0.0 X 650184 0 45157 Allison Dykes VP-University Secretary 60.0 0.0 X 294449 0 34319 Carol Kissal VP-Finance/Chief Finance Offic 60.0 0.0 X 0 0 0 Rosemary M Magee FORMER OFFICER 45.0 0.0 X 331311 0 39368 Michael J Mandl EVP-Business/Admin 65.0 4.0 X 963015 0 115694 Edith Murphree VP-Finance 60.0 0.0 X 428251 0 42833 Ajay Nair SVP-Campus Life 65.0 0.0 X 302405 0 43008 Stephen D Sencer SVP-General Counsel 65.0 0.0 X 428244 0 48611 Claire E Sterk EVP-Academic Affairs 65.0 1.0 X 652376 0 25670 James W Wagner President 80.0 0.0 X 966923 0 274401 Robert J Bachman CEO-Emory University Hospital 60.0 0.0 X 383424 318413 40467 Robin Forman Dean 60.0 0.0 X 382144 0 41755 John T Fox CEO-Emory Healthcare 25.0 44.0 X 404588 1314486 558708 Susan M Grant Chief Nursing Officer 14.0 47.0 X 283053 249441 87515 Christian P Larsen MD Dean 42.0 21.0 X 776760 381063 48629 Dane Peterson CEO-Emory Hospital Midtown 60.0 0.0 X 376945 181465 95466 John M Rhee MD Physician 0.0 60.0 X 0 1693392 32334 Shervin Oskouei MD Physician 0.0 60.0 X 0 1617547 33281 John Xerogeanes MD Physician 0.0 60.0 X 0 1365569 33397 Daniel L Barrow MD Physician 11.0 50.0 X 231805 1051124 38152 Mina A Jacob MD Physician 0.0 60.0 X 0 1155161 11848 Gary S Hauk VP/Deputy to President 60.0 0.0 X 222270 0 27958 Robert APaul Former Dean 40.0 0.0 X 369455 0 38312 Ron Sauder VP-Communications 40.0 0.0 X 111498 0 16105 Michael ME Johns MD FORMER OFFICER 60.0 0.0 X 285961 0 34637 Thomas J Lawley MD Former Dean 40.0 20.0 X 770545 0 53877 Fred Sanfilippo MD Former EVP-Health Affairs 50.0 0.0 X 319485 0 39752 12357933 10261449 2514075 1301 true true false NEW SOUTH CONSTRUCTION COMPANY INC 1132 WEST PEACHTREE STREET ATLANTA GA 30309 CONSTRUCTION 22971240 GAY CONSTRUCTION COMPANY 2907 LOG CABIN DRIVE SMYRNA GA 30080 CONSTRUCTION 20250313 MCCARTHY BUILDING COMPANIES INC 2859 PACES FERRY ROAD ATLANTA GA 30339 CONSTRUCTION 16645110 BRASFIELD GORRIE LLC 1990 VAUGHN ROAD SUITE 100 KENNESAW GA 30144 CONSTRUCTION 14414739 HOLDER CONSTRUCTION COMPANY 3333 RIVERWOOD PARKWAY SUITE 400 ATLANTA GA 30339 CONSTRUCTION 9886892 264 2738481 476168432 147805344 21479118 626712257 TUITION AND FEES 611600 592392331 592392331 HOSPITAL AND MEDICAL SERVICES 624100 1584522681 1584522681 AUXILIARY OPERATIONS 611600 68849526 68849526 INDEPENDENT OPERATIONS 721110 20542518 7783360 12759158 OTHER EDUCATIONAL/CLINICAL/RESEARCH 611600 38248201 38248201 2304555257 34791914 -6203377 40995291 5600 5600 3746762 3746762 10934301 10934301 0 10934301 10934301 516676128 -4471711 516676128 -4471711 512204417 512204417 300934 2738481 642572 -341638 -341638 0 0 FINANCIAL ADMINISTRATION 611710 1180147 1180147 CONCESSIONS/SERVICES 611710 10564387 10564387 NETWORK AND COMMUNICATIONS 611710 265568 265568 12010102 3504618972 2291796099 6555781 579554835 50631335 50631335 226730430 226730430 4124470 4124470 0 11372319 5144959 5640910 586450 1139938 1048743 91195 1165757945 1077814882 76746809 11196254 98415553 90542308 6889089 984156 200705815 184649350 14049407 2007058 83405534 76733092 5838387 834055 15170652 15170652 4702946 3950475 705442 47029 824376 824376 247143 247143 0 27173018 27173018 137692637 77107877 59207834 1376926 3215259 3054496 160763 144781629 141885997 1447816 1447816 2274138 1842052 409345 22741 11375 11375 66523067 58540299 7317537 665231 27797111 23349573 2779711 1667827 0 18596396 18596396 65913436 62617764 3295672 0 180865914 173631279 7234635 20038876 20038876 EDUCATIONAL 39263924 39263924 MEDICAL 385307102 385307102 PROVISION FOR BAD DEBTS 73825587 73825587 ADMINISTRATIVE 1177670 1177670 3057685595 2815613293 221236759 20835543 0 0 660329985 787773999 190992142 135667026 636207480 618120158 0 0 0 0 0 0 14224933 15093327 132594327 214111491 4562883816 2125813059 2366499016 2437070757 2380321842 2065292839 4620763029 5888426037 26868795 28467402 0 0 7566191 1744120 11036367740 12191767156 373525439 421757505 0 0 403412802 422778979 1567553511 1535299626 0 0 0 0 0 0 415570153 411273068 802049603 1047064710 3562111508 3838173888 X 3128432881 3437207495 2568100819 2999598183 1777722532 1916787590 7474256232 8353593268 11036367740 12191767156 X 446933377 519056784 -86653125 X X false true X true true true X 534237968 597623779 650230364 709869256 626712257 3118673624 0 0 534237968 597623779 650230364 709869256 626712257 3118673624 118903675 2999769949 71947303 91037335 115235034 77858263 49478577 405556512 0 2688636 11137853 11582359 12478669 11668462 49555979 3573786115 10486303832 0.83938 0.00000 X PART II, LINE 10, OTHER INCOME TAX YEAR 2009 FINANCIAL ADMINISTRATION - 849,664 CONCESSIONS/SERVICES - 1,184,241 NETWORK/COMMUNICATION - 251,285 OTHER - 403,446 TOTAL OTHER INCOME - 2,688,636 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 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false true false true false false true false true 247143 247143 false FORM 990, SCHEDULE C, PART II-B, QUESTION 1i 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 Governmental 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: $180,079 Travel: 10,500 Miscellaneous: 33,070 Membership dues: 23,494 Total $247,143 1986055 84258491 X X X X X EDUCATIONAL PROGRAMS false 5247301885 52572333 893744270 18150191 193769135 18733950 5962965212 4985984504 90867213 410748746 17667597 204196096 18434885 5247301885 4850177182 -17668741 383145581 15546783 199226108 14896627 4985984504 4343712644 29110565 709113678 14292388 198090359 19376958 4850177182 4472220954 55375363 434756550 14224317 583583912 20831994 4343712644 0.24470 0.29780 0.45750 false false 1539769 77506444 79046213 2739116467 1001107263 1738009204 1744721136 1124705796 620015340 2437070757 3991542 F SHORT-TERM INVESTMENTS 241016939 F COMMINGLED FUNDS-EQUITY 657290694 F COMMINGLED FUNDS-FIXED INCOME 153122288 F HEDGED STRATEGIES 1599616558 F PRIVATE MARKET INVESTMENTS 1410248610 F REAL ESTATE INVESTMENTS 165413309 F NATURAL RESOURCES/OIL/GAS 524283023 F INTEREST IN PERPETUAL FUNDS 1130062716 F MISCELLANEOUS INVESTMENTS 3380358 F 5888426037 0 INTEREST PAYABLE 29690491 PROFESSIONAL LIABILITY RESERVE 152349883 FUNDS HELD IN TRUST FOR OTHERS 692769574 GOV ADVANCE-FEDERAL LOAN PROG 17801888 ANNUITIES PAYABLE 5722089 LIABILITY FOR DERIVATIVES 148730785 1047064710 X FORM 990, SCHEDULE D, PART III, LINE 4 COLLECTIONS OF ART & 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 95 VOLUNTEERS DURING THE REPORTING YEAR WHO COLLECTIVELY PROVIDED APPROXIMATELY 7,595 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 4 INTENDED USES OF THE ORGANIZATION'S ENDOWMENT FUNDS THE INTENDED USES OF EMORY UNIVERSITY'S ENDOWMENT FUNDS INCLUDE 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 2 ASC740, 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, 2014 and 2013, there were no material uncertain tax positions. true true true true true true true false false false false false false false false true false true GENERAL INFORMATION - FORM 990, SCHEDULE E 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. NONDISCRIMINATORY POLICY - FORM 990, SCHEDULE E, LINE 3 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. GOVERNMENTAL FINANCIAL AID - FORM 990, SCHEDULE E, LINE 6A 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. true Central America and the Caribbean Investments 1794406493 Central America and the Caribbean 10 Program Services EDUCATION 33568 Central America and the Caribbean 1 Program Services ALUMNI ACTIVITY 271 Central America and the Caribbean 1 Program Services RECRUITING 82 Central America and the Caribbean 1 Program Services RESEARCH 16204 East Asia and the Pacific Investments 66771332 East Asia and the Pacific 5 Program Services EDUCATION 178651 East Asia and the Pacific 2 Program Services ALUMNI ACTIVITY 33906 East Asia and the Pacific 8 Program Services RECRUITING 31272 East Asia and the Pacific 2 Program Services RESEARCH 838506 Europe (Including Iceland and Greenland) Investments 214457400 Europe (Including Iceland and Greenland) Program Services CONFERENCES 24785 Europe (Including Iceland and Greenland) 1 26 Program Services EDUCATION 975937 Europe (Including Iceland and Greenland) 9 Program Services ALUMNI ACTIVITY 22860 Europe (Including Iceland and Greenland) 3 Program Services RECRUITING 12228 Europe (Including Iceland and Greenland) 2 Program Services RESEARCH 895678 Middle East and North Africa Investments 1672207 Middle East and North Africa 2 Program Services EDUCATION 5848 Middle East and North Africa Program Services GRANT 10000 Middle East and North Africa 5 Program Services RECRUITING 8995 Middle East and North Africa 4 Program Services RESEARCH 159277 North America Investments 26669527 North America 1 Program Services ALUMNI ACTIVITY 1703 North America 5 Program Services RECRUITING 4436 North America 1 Program Services RESEARCH 547494 Russia and the Newly Independent States 6 Program Services RESEARCH 152204 South America Investments 2382379 South America 6 Program Services EDUCATION 409312 South America 4 Program Services RECRUITING 11221 South America 1 Program Services RESEARCH 170448 South Asia Investments 30778286 South Asia Program Services CONFERENCES 5020 South Asia 5 Program Services EDUCATION 450044 South Asia 1 Program Services ALUMNI ACTIVITY 4705 South Asia 4 Program Services RECRUITING 17653 South Asia 7 Program Services RESEARCH 801253 Sub-Saharan Africa Investments 31815772 Sub-Saharan Africa Program Services CONFERENCES 23028 Sub-Saharan Africa Program Services EDUCATION 57600 Sub-Saharan Africa Program Services GRANT 799 Sub-Saharan Africa 3 57 Program Services RESEARCH 8624070 East Asia and the Pacific Investments INVESTMENT EXPENSES 888454 South Asia Investments INVESTMENT EXPENSES 315040 Sub-Saharan Africa Investments INVESTMENT EXPENSES 37300 1 70 3 109 4 179 2080371380 104351868 2184723248 South America RESEARCH/SUBCONTRACT 10800 WIRE FMV Sub-Saharan Africa RESEARCH/SUBCONTRACT 9295 WIRE FMV South Asia RESEARCH/SUBCONTRACT 150440 WIRE FMV South America RESEARCH/SUBCONTRACT 16124 WIRE FMV South America RESEARCH/SUBCONTRACT 11922 WIRE FMV Russia and the Newly Independent States RESEARCH/SUBCONTRACT 45400 WIRE FMV North America RESEARCH/SUBCONTRACT 47772 WIRE FMV East Asia/Pacific RESEARCH/SUBCONTRACT 7200 WIRE FMV North America RESEARCH/SUBCONTRACT 86948 WIRE FMV South America RESEARCH/SUBCONTRACT 30601 WIRE FMV North America RESEARCH/SUBCONTRACT 5700 WIRE FMV North America RESEARCH/SUBCONTRACT 16000 WIRE FMV South America RESEARCH/SUBCONTRACT 10760 WIRE FMV Europe/Iceland/Greenland RESEARCH/SUBCONTRACT 191965 WIRE FMV Sub-Saharan Africa RESEARCH/SUBCONTRACT 156672 WIRE FMV Sub-Saharan Africa RESEARCH/SUBCONTRACT 63013 WIRE FMV Sub-Saharan Africa RESEARCH/SUBCONTRACT 76469 WIRE FMV Europe/Iceland/Greenland RESEARCH/SUBCONTRACT 126900 WIRE FMV North America RESEARCH/SUBCONTRACT 56639 WIRE FMV Sub-Saharan Africa RESEARCH/SUBCONTRACT 44677 WIRE FMV Sub-Saharan Africa RESEARCH/SUBCONTRACT 15055 WIRE FMV Europe/Iceland/Greenland RESEARCH/SUBCONTRACT 22750 WIRE FMV East Asia/Pacific RESEARCH/SUBCONTRACT 11620 WIRE FMV South Asia RESEARCH/SUBCONTRACT 125566 WIRE FMV Sub-Saharan Africa RESEARCH/SUBCONTRACT 204813 WIRE FMV Sub-Saharan Africa RESEARCH/SUBCONTRACT 133087 WIRE FMV North America RESEARCH/SUBCONTRACT 40897 WIRE FMV Sub-Saharan Africa RESEARCH/SUBCONTRACT 94818 WIRE FMV Europe/Iceland/Greenland RESEARCH/SUBCONTRACT 26374 WIRE FMV East Asia/Pacific RESEARCH/SUBCONTRACT 118937 WIRE FMV Europe/Iceland/Greenland RESEARCH/SUBCONTRACT 50000 WIRE FMV Sub-Saharan Africa RESEARCH/SUBCONTRACT 77265 WIRE FMV South Asia RESEARCH/SUBCONTRACT 335794 WIRE FMV East Asia/Pacific RESEARCH/SUBCONTRACT 35750 WIRE FMV East Asia/Pacific RESEARCH/SUBCONTRACT 7112 WIRE FMV East Asia/Pacific RESEARCH/SUBCONTRACT 84593 WIRE FMV Sub-Saharan Africa RESEARCH/SUBCONTRACT 125000 WIRE FMV South Asia RESEARCH/SUBCONTRACT 10800 WIRE FMV East Asia/Pacific RESEARCH/SUBCONTRACT 266491 WIRE FMV North America RESEARCH/SUBCONTRACT 48767 WIRE FMV Europe/Iceland/Greenland RESEARCH/SUBCONTRACT 37816 WIRE FMV East Asia/Pacific RESEARCH/SUBCONTRACT 366736 WIRE FMV North America RESEARCH/SUBCONTRACT 57060 WIRE FMV South America RESEARCH/SUBCONTRACT 16200 WIRE FMV Europe/Iceland/Greenland RESEARCH/SUBCONTRACT 24941 WIRE FMV Europe/Iceland/Greenland RESEARCH/SUBCONTRACT 47137 WIRE FMV Europe/Iceland/Greenland RESEARCH/SUBCONTRACT 13699 WIRE FMV Sub-Saharan Africa RESEARCH/SUBCONTRACT 271912 WIRE FMV North America RESEARCH/SUBCONTRACT 181024 WIRE FMV East Asia/Pacific RESEARCH/SUBCONTRACT 5400 WIRE FMV Sub-Saharan Africa RESEARCH/SUBCONTRACT 14490 WIRE FMV Sub-Saharan Africa RESEARCH/SUBCONTRACT 38726 WIRE FMV Sub-Saharan Africa RESEARCH/SUBCONTRACT 18400 WIRE FMV Middle East and North Africa RESEARCH/SUBCONTRACT 30126 WIRE FMV 46 8 true false true true true true FORM 990, SCHEDULE F, PART I, LINE 2 PROCESS 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. NONE false A Family Affair 993409 953059 40350 76150 105034 Winship 5K 608000 437196 170804 95028 6 1438006 1348226 89780 28471 337889 3039415 2738481 300934 104621 537951 642572 -341638 true true X true X true X true true false true true 45454067 45454067 0.01520 127075355 101365544 25709811 0.00860 172529422 101365544 71163878 0.02380 1370200 3398 1366802 0.00050 325321648 58341740 266979908 0.08950 186424985 102142550 84282435 0.02830 422292081 422292081 0.14160 383736 383736 0.00010 935792650 160487688 775304962 0.26000 1108322072 261853232 846468840 0.28380 47280 47280 47280 47280 true 74956708 1499000 340151399 359719316 -19567917 X true true 2 1 EMORY UNIVERSITY HOSPITAL 1364 CLIFTON ROAD NE ATLANTA GA 30322 http://www.emoryhealthcare.org 044-699 X X X X X 2 EMORY UNIVERSITY HOSPITAL MIDTOWN 550 PEACHTREE STREET NE ATLANTA GA 30308 http://www.emoryhealthcare.org 060-453 X X X X X EMORY UNIVERSITY HOSPITAL 1 true X X X X X X X X X X 13 true true true X X X X X true false true true 200. true 400. true X X X true true X X X X X X true false X X X true X false false EMORY UNIVERSITY HOSPITAL MIDTOWN 2 true X X X X X X X X X X 13 true true true X X X X X true false true true 200. true 400. true X X X true true X X X X X X true false X X X true X false false 3 EMORY AUTISM CENTER 1551 SHOOP CT DECATUR GA 30033 DIAGNOSTSIC EVALUATION FACULTY STAFF ASSISTANCE PROGRAM 1762 CLIFTON RD ATLANTA GA 30322 FACULTY AND STAFF HEALTHCARE STUDENT HEALTH & COUNSELING SERVICES 1525 CLIFTON RD ATLANTA GA 30322 STUDENT HEALTHCARE PART I, LINE 3C FPG ELIGIBILITY: NOT APPLICABLE PART I, LINE 6A COMMUNITY 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 -2014/INDEX.HTML PART I, LINE 7G SUBSIDIZED HEALTH SERVICES: EMORY UNIVERSITY HAS INCLUDED $65,847,698 (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 F PERCENT 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 $74,956,708, THE TOTAL PROVISION FOR BAD DEBTS INCLUDED IN THAT NUMBER. PART I, LINE 7 FINANCIAL 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 AND EMORY UNIVERSITY HOSPITAL MIDTOWN; (2) A GERIATRIC AND LONG-TERM CARE HOSPITAL, WESLEY WOODS GERIATRIC HOSPITAL AND WESLEY WOODS LONG-TERM CARE HOSPITAL; AND (3) TWO JOINT VENTURES, EMORY-ADVENTIST HOSPITAL AND 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. 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. WESLEY WOODS GERIATRIC HOSPITAL IS AN OPERATING DIVISION OF WESLEY WOODS CENTER OF EMORY UNIVERSITY, INC. WESLEY WOODS LONG TERM HOSPITAL, INC. IS SEPARATELY INCORPORATED. 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. 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, WESLEY WOODS GERIATRIC HOSPITAL AND WESLEY WOODS LONG TERM CARE HOSPITAL, 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 $24.8 MILLION IN UNCOMPENSATED PATIENT CARE TO GRADY IN FY 2014. 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 $43.5 MILLION FOR THIS PURPOSE IN FY 2014. 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 -2014/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 -2014/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 -2014/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 ANY WHERE 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 THIRTY 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. PART III, SECTION A, LINE 4 FOOTNOTE TO FINANCIAL STATEMENTS: THE ORGANIZATION RECORDS AN ALLOWANCE FOR DOUBTFUL ACCOUNTS FOR ESTIMATED LOSSES RESULTING FROM THE UNWILLINGNESS OF PATIENTS TO MAKE PAYMENTS FOR SERVICES. THE ALLOWANCE IS DETERMINED BY ANALYZING HISTORICAL DATA AND TRENDS. ACCOUNTS RECEIVABLE ARE WRITTEN OFF AGAINST THE ALLOWANCE FOR DOUBTFUL ACCOUNTS WHEN MANAGEMENT DETERMINES THAT RECOVERY IS UNLIKELY AND COLLECTION EFFORTS CEASE. COST TO CHARGE RATIO IS USED TO DETERMINE THE COST ASSOCIATED WITH RENDERING SERVICES TO MEDICARE PATIENTS. ANY DISCOUNT ON A PATIENT ACCOUNT IS NOT CONSIDERED TO BE BAD DEBT. LIKEWISE ANY PAYMENTS RECEIVED ON ACCOUNTS ARE NOT CONTEMPLATED IN THE CALCULATION. PART III, SECTION B, LINE 8 TREATMENT 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 9B DEBT 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 V FACILITY INFORMATION: EMORY UNIVERSITY HOSPITAL AND EMORY UNIVERSITY HOSPITAL MIDTOWN ARE DIRECTLY CONTROLLED OPERATING DIVISIONS OF EMORY UNIVERSITY. PART VI, LINE 2 NEEDS 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 V, LINE 14G AND PART VI, LINE 3 PART V, SECTION B, LINE 14G 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. PART VI, LINE 4 COMMUNITY 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 5 PROMOTION OF COMMUNITY HEALTH: FOR MORE INFORMATION PLEASE SEE "COMMUNITY" AS FOUND AT HTTP://WWW.EMORYHEALTHCARE.ORG/COMMUNITY/INDEX.HTML PART VI, LINE 6 AFFILIATED 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 1J AND LINE 3 COMMUNITY 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 4 COMMUNITY 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 WESLEY WOODS GERIATRIC HOSPITAL WESLEY WOODS LONG TERM HOSPITAL EMORY ADVENTIST HOSPITAL SOUTHERN REGIONAL MEDICAL CENTER PART V, SECTION B, LINE 5D COMMUNITY 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 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WAKE FOREST UNIVERSITY 1834 W FOREST RD WINSTONSALEM NC 27157 560532138 501(c)(3) 243930 RESEARCH/SUBCONTRACT WASHINGTON UNIVERSITY 1 BROOKINGS DR ST LOUIS MO 63130 430653611 501(c)(3) 631308 RESEARCH/SUBCONTRACT WEST END MEDICAL CENTER 868 YORK AVE SW ATLANTA GA 30310 581233448 501(c)(3) 172791 RESEARCH/SUBCONTRACT WEST VIRGINIA UNIVERSITY P O BOX 6005 MORGANTOWN WV 26506 556000842 GOVT 28779 RESEARCH/SUBCONTRACT WINSHIP CANCER INSTITUTE 1365 CLIFTON RD NE ATLANTA GA 30329 580566256 501(c)(3) 8500 SPONSORSHIP YALE UNIVERSITY PO BOX 2038 NEW HAVEN CT 06521 060646973 501(c)(3) 432183 RESEARCH/SUBCONTRACT 193 17 EMORY UNIVERSITY EDUCATIONAL ASSISTANCE 9215 226730430 SCHEDULE I, PART I, LINE 2 MONITORING 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. X X X X X true true X X X X X false true false false false false false true false Peter Barnes VP-Human Resources 398101 0 0 0 13770 0 22950 0 7797 0 442618 0 0 0 Mary L Cahill VP-Investments and CIO 618317 0 539911 0 33300 0 305190 0 16570 0 1513288 0 116551 0 Wright Caughman MD EVP-Health Affairs 740553 375267 0 518945 78890 39576 240050 18965 1299 1078458 935087 0 0 Susan Cruse SVP-Dev/Alum Relations 518326 0 75000 0 56858 0 22950 0 22207 0 695341 0 0 0 Allison Dykes VP-University Secretary 224449 0 70000 0 0 0 20292 0 14027 0 328768 0 0 0 Rosemary M Magee FORMER OFFICER 331311 0 0 0 0 0 22950 0 16418 0 370679 0 0 0 Michael J Mandl EVP-Business/Admin 863015 0 100000 0 0 0 101093 0 14601 0 1078709 0 0 0 Edith Murphree VP-Finance 403016 0 10000 0 15235 0 22950 0 19883 0 471084 0 0 0 Ajay Nair SVP-Campus Life 297275 0 0 0 5130 0 22950 0 20058 0 345413 0 0 0 Stephen D Sencer SVP-General Counsel 409894 0 0 0 18350 0 22950 0 25661 0 476855 0 0 0 Claire E Sterk EVP-Academic Affairs 557496 0 0 0 94880 0 22950 0 2720 0 678046 0 0 0 James W Wagner President 902865 0 0 0 64058 0 201552 0 72849 0 1241324 0 0 0 Robert J Bachman CEO-Emory University Hospital 376326 0 0 318413 7098 0 17850 0 6939 15678 408213 334091 0 0 Robin Forman Dean 382144 0 0 0 0 0 22950 0 18805 0 423899 0 0 0 John T Fox CEO-Emory Healthcare 403509 726730 0 500077 1079 87679 533504 0 11378 13826 949470 1328312 0 0 Susan M Grant Chief Nursing Officer 281076 80892 0 167999 1977 550 11818 54580 0 21117 294871 325138 0 0 Christian P Larsen MD Dean 750294 141604 0 239050 26466 409 33506 0 3324 11799 813590 392862 0 0 Dane Peterson CEO-Emory Hospital Midtown 375326 0 0 181435 1619 30 15300 0 7938 72228 400183 253693 0 0 John M Rhee MD Physician 0 425444 0 1251681 0 16267 16150 0 202 15982 16352 1709374 0 0 Shervin Oskouei MD Physician 0 532191 0 1069095 0 16261 16180 0 208 16893 16388 1634440 0 0 John Xerogeanes MD Physician 0 555569 0 793699 0 16301 16075 0 220 17102 16295 1382671 0 0 Daniel L Barrow MD Physician 231754 659006 0 358327 51 33791 21477 0 3901 12774 257183 1063898 0 0 Mina A Jacob MD Physician 0 628535 0 525728 0 898 0 0 0 11848 0 1167009 0 0 Gary S Hauk VP/Deputy to President 222020 0 0 0 250 0 20160 0 7798 0 250228 0 0 0 Thomas J Lawley MD Former Dean 728927 0 0 0 41618 0 37998 0 15879 0 824422 0 0 0 Robert APaul Former Dean 369455 0 0 0 0 0 22950 0 15362 0 407767 0 0 0 Fred Sanfilippo MD Former EVP-Health Affairs 319485 0 0 0 0 0 22950 0 16802 0 359237 0 0 0 Ron Sauder VP-Communications 111498 0 0 0 0 0 10200 0 5905 0 127603 0 0 0 Michael ME Johns MD FORMER OFFICER 255207 0 0 0 30754 0 19909 0 14728 0 320598 0 0 0 SCHEDULE J, PART I, LINE 1A QUESTIONS 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 $33,008. 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. 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 Claire Sterk $3,850 SCHEDULE J, PART I, LINE 3 ESTABLISHING COMPENSATION The President's compensation is recommended by the Executive Compensation and Trustees' Conflict of Interest Committee of the EMORY UNIVERSITY Board of Trustees, composed of outside trustees, and approved by the Executive Committee of the Board of Trustees. The recommendation is based on compensation survey data with periodic review by an independent compensation consultant. SCHEDULE J, PART I, LINE 4B NON-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 $13,770 Mary L. Cahill $33,300 Wright Caughman $55,321 Susan Cruse $23,850 Edith Murphree $14,085 Ajay Nair $ 5,130 Stephen D. Sencer $17,550 Claire E. Sterk $27,280 James W. Wagner $61,200 SCHEDULE J, PART I, LINE 7 NON-FIXED PAYMENTS Susan Cruse received a $75,000 performance bonus. 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 2013, Ms. Cahill earned an incentive award of $705,600. $423,360 of the incentive award was distributed in 2013, as described below, and $282,240 of the incentive award was deferred. This deferred portion of the incentive award vests in part in 2014 and in part in 2015 and is subject to a substantial risk of forfeiture. In 2013, Ms. Cahill vested in and received a distribution of incentive compensation of $116,551, which was composed of deferred incentive awards from 2011 and 2012, as well as $423,360 of the incentive award that was earned in 2013. Schedule J, Part II, Column C SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN For purposes of retention, Emory University made a contribution of $216,400 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. 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 $178,602 to James W. Wagner's 457(f) deferred compensation account, which is not vested and is subject to a substantial risk of forfeiture. A PRIVATE COLLEGES AND UNIVERSITIES AUTHORITY 581407780 74265LSF6 2005-08-04 168534643 See Part VI - 2005A true false false B PRIVATE COLLEGES AND UNIVERSITIES AUTHORITY 581407780 74265LSJ8 2005-08-04 250000000 SEE PART VI - 2005B false false false C PRIVATE COLLEGES AND UNIVERSITIES AUTHORITY 581407780 74265LTD0 2005-08-25 281575000 SEE PART VI - 2005C false false false D PRIVATE COLLEGES AND UNIVERSITIES AUTHORITY 581407780 74265ltv0 2008-06-19 328058432 SEE PART VI - 2008ABC false false false A 71495000 15730000 168537100 0 0 167537809 996834 0 0 2457 0 0 2002 true true true true B 0 0 250002307 0 0 249212532 787468 0 0 2307 0 0 2005 false true true true C 157425000 0 287609146 0 3238536 56620000 1684295 0 0 226066315 0 0 2007 true false true true D 198225000 0 330299691 0 11210114 87603750 1810978 0 0 229674849 0 0 2011 true false true true A 0 true B 0 true C false true true false true false 0.00200 0.00000 0.00200 false true 0.00060 true D false true true false true false 0.00300 0.00000 0.00300 false false false true A false false false true false false 0 false 0 true true B false false false true true true UBS & Citigroup 31. false false false 0 true true C false false true true true true UBS & Citigroup 31. false false true Transamerica Occiden 1.4 true false true D false false false true true false 0 false 0 false true A true B true C true D true FORM 990, SCHEDULE K, PART I, Column F Purpose 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 3 TOTAL PROCEEDS OF ISSUE THE PART I, COLUMN (E) "ISSUE PRICE" DOES NOT AGREE WITH THE PART II, Form 990, Schedule K, Part III Form 990, Schedule K, Part IV, Line 2c Form 990, Schedule K, Part I A PRIVATE COLLEGES AND UNIVERSITIES AUTHORITY 581407780 74265lvr6 2009-05-13 253121397 SEE PART VI - 2009B false false false B PRIVATE COLLEGES AND UNIVERSITIES AUTHORITY 581407780 74265lxf0 2009-07-23 99790294 SEE PART VI - 2009C false false false C PRIVATE COLLEGES AND UNIVERSITIES AUTHORITY 581407780 74272raa4 2010-08-18 27730000 SEE PART VI - 2010CP false false false D PRIVATE COLLEGES AND UNIVERSITIES AUTHORITY 581407780 74265lyf9 2011-08-23 238277766 SEE PART VI - 2011A false false false A 27405000 0 253128451 0 1103458 210142000 1876072 0 0 40006921 0 0 2011 true false true true B 0 0 99792074 0 0 98935000 841733 0 0 15341 0 0 2009 true false true true C 24896000 0 27730000 0 0 27730000 0 0 0 0 0 0 2013 true false true true D 0 0 238277766 0 0 236668501 1609265 0 0 0 0 0 2011 true true true true A false true true false true false 0.03200 0.00000 0.03200 false true 0.01690 true B false true true false true false 0.00300 0.00000 0.00300 false false false true C false true true false true false 0.00300 0.00000 0.00300 false false false true D false true true false true false 0.00300 0.00000 0.00300 false true 0.00010 true A false false false true false false 0 false 0 false true B false false false true false false 0 false 0 false true C false true false false true false 0 false 0 false true D false true false false false false 0 false 0 false true A true B true C true D true A PRIVATE COLLEGES AND UNIVERSITIES AUTHORITY 581407780 74265la57 2013-08-15 214792974 SEE PART VI - 2013A false false false B PRIVATE COLLEGES AND UNIVERSITIES AUTHORITY 581407780 74265la73 2013-08-15 192965000 SEE PART VI - 2013BC false false false A 0 0 214792974 0 1529015 58968426 1543495 0 0 119327283 0 33424755 true true false true B 0 0 192965000 0 128209 157425000 1156475 0 0 17329606 0 16925710 true false false true A false true true false true false 0.00500 0.00000 0.00500 false true 0.00010 true B false true true true true true 0.00200 0.00000 0.00200 false true 0.00050 true A false true false false false false 0 false 0 true true B false true false false true false 0 false 0 false true A true B true SEE PART V PART IV BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS (A) AMN HEALTHCARE, INC. (B) DIRECTOR IS FORMER OFFICER (C) $1,621,972 (D) STAFFING AND MANAGED SERVICES (E) NO REVENUE SHARING (A) ACCLARENT (B) DIRECTOR OF PARENT IS FORMER OFFICER (C) $266,398 (D) MEDICAL SUPPLIES (E) NO REVENUE SHARING (A) BAXTER HEALTHCARE INTERNATIONAL, INC. (B) DIRECTOR IS TRUSTEE (C) $5,474,705 (D) MEDICAL SUPPLIES (E) NO REVENUE SHARING (A) BLACK ROCK, INC. (B) MANAGING DIRECTOR, CIO, FUNDAMENTAL FIXED INCOME PORTFOLIO OFFICER IS TRUSTEE (C) $1,507,682 (D) INVESTMENT MANAGEMENT FEES (E) NO REVENUE SHARING (A) COCA COLA COMPANY, THE (B) CHAIRMAN OF THE BOARD & CEO IS TRUSTEE (C) $864,611 (D) BEVERAGE PRODUCTS (E) NO REVENUE SHARING (A) DATEX OHMEDA (B) VICE CHAIRMAN OF PARENT IS TRUSTEE (C) $1,232,969 (D) MEDICAL SUPPLIES (E) NO REVENUE SHARING (A) DEPUY (B) DIRECTOR OF PARENT IS FORMER OFFICER (C) $3,365,415 (D) MEDICAL SUPPLIES (E) NO REVENUE SHARING (A) GE HEALTHCARE & MEDICAL SYSTEMS (B) VICE CHAIRMAN IS TRUSTEE (C) $22,957,269 (D) MEDICAL SUPPLIES & EQUIPMENT (E) NO REVENUE SHARING (A) GEORGIA NATURAL GAS (B) DIRECTOR OF PARENT IS TRUSTEE (C) $159,234 (D) UTILITY PROVIDER (E) NO REVENUE SHARING (A) GEORGIA POWER COMPANY (B) DIRECTOR OF PARENT IS TRUSTEE (C) $28,954,963 (D) UTILITY PROVIDER (E) NO REVENUE SHARING (A) GODDARD FUND (B) DIRECTOR IS TRUSTEE (C) $287,383 (D) INVESTMENT (E) NO REVENUE SHARING (A) HYATT LEGAL PLANS, INC. (B) PRESIDENT & CEO OF PARENT IS TRUSTEE (C) $448,842 (D) EMPLOYEE LEGAL PLAN (E) NO REVENUE SHARING (A) JOHNSON & JOHNSON (B) DIRECTOR IS FORMER OFFICER (C) $8,519,780 (D) MEDICAL SUPPLIES (E) NO REVENUE SHARING (A) LAMAR ADVERTISING COMPNAY. (B) DIRECTOR IS TRUSTEE (C) $71,300 (D) OFFICE SUPPLIES (E) NO REVENUE SHARING (A) MENTOR WORLDWIDE, LLC (B) DIRECTOR OF PARENT IS FORMER OFFICER (C) $443,443 (D) MEDICAL SUPPLIES (E) NO REVENUE SHARING (A) METLIFE, INC (B) PRESIDENT & CEO OF PARENT IS TRUSTEE (C) $3,892,246 (D) INSURANCE PROVIDER (E) NO REVENUE SHARING (A) ORKIN, INC. (B) CHAIRMAN OF THE BOARD OF PARENT IS TRUSTEE (B) DIRECTOR OF PARENT IS KEY EMPLOYEE (C) $621,967 (D) PEST CONTROL SERVICES (E) NO REVENUE SHARING (A) SEIX INVESTMENT ADVISORS, LLC (B) DIRECTOR OF PARENT IS TRUSTEE (C) $1,055,499 (D) INVESTMENT MANAGEMENT FEES (E) NO REVENUE SHARING (A) STAPLES, INC. (B) DIRECTOR IS TRUSTEE (C) $2,409,551 (D) OFFICE SUPPLIES (E) NO REVENUE SHARING (A) SUNTRUST BANKS, INC. (B) DIRECTOR IS TRUSTEE (C) $531,382 (D) FEES (E) NO REVENUE SHARING (A) UNITED PARCEL SERVICE (B) SENIOR VICE PRESIDENT IS TRUSTEE (C) $139,276 (D) SHIPPING FEES (E) NO REVENUE SHARING (A) VISTAKON (B) DIRECTOR OF PARENT IS FORMER OFFICER (C) $32,187 (D) MEDICAL SUPPLIES (E) NO REVENUE SHARING (A) VITAL SIGNS, INC. (B) DIRECTOR IS TRUSTEE (C) $25,833 (D) MEDICAL EQUIPMENT (E) NO REVENUE SHARING (A) MARY BALL (B) FAMILY MEMBER OF OFFICER (C) $127,188 (D) EMPLOYEE (E) NO REVENUE SHARING (A) WILLIAM CASTLE (B) FAMILY MEMBER OF TRUSTEE (C) $155,020 (D) EMPLOYEE (E) NO REVENUE SHARING (A) KIRK ELIFSON (B) FAMILY MEMBER OF OFFICER (C) $196,035 (D) EMPLOYEE (E) NO REVENUE SHARING (A) DAVID GOLDSMITH (B) FAMILY MEMBER OF KEY EMPLOYEE (C) $54,156 (D) EMPLOYEE (E) NO REVENUE SHARING (A) EDITH HOUSTON (B) FAMILY MEMBER OF OFFICER (C) $61,687 (D) EMPLOYEE (E) NO REVENUE SHARING (A) MICHAEL M. JOHNS (B) FAMILY MEMBER OF FORMER OFFICER (C) $338,037 (D) EMPLOYEE (E) NO REVENUE SHARING (A) JOHN HARDMAN (B) FAMILY MEMBER OF TRUSTEE (C) $401,040 (D) EMPLOYEE (E) NO REVENUE SHARING (A) JOHN LAWLEY (B) FAMILY MEMBER OF FORMER KEY EMPLOYEE (C) $102,000 (D) EMPLOYEE (E) NO REVENUE SHARING (A) LESLIE LAWLEY (B) FAMILY MEMBER OF FORMER KEY EMPLOYEE (C) $200,251 (D) EMPLOYEE (E) NO REVENUE SHARING (A) RACHEL LAWLEY (B) FAMILY MEMBER OF FORMER KEY EMPLOYEE (C) $39,990 (D) EMPLOYEE (E) NO REVENUE SHARING (A) MEGAN LAWLEY (B) FAMILY MEMBER OF FORMER KEY EMPLOYEE (C) $54,156 (D) EMPLOYEE (E) NO REVENUE SHARING (A) DEBORAH LONG (B) FAMILY MEMBER OF OFFICER (C) $108,096 (D) EMPLOYEE (E) NO REVENUE SHARING (A) JANET SANFILIPPO (B) FAMILY MEMBER OF FORMER OFFICER (C) $128,669 (D) EMPLOYEE (E) NO REVENUE SHARING (A) ANN SENCER (B) FAMILY MEMBER OF OFFICER (C) $89,658 (D) EMPLOYEE (E) NO REVENUE SHARING (E) NO REVENUE SHARING X 11 85550 APPRAISED X 217183 APPRAISED X 25321 MARKET VALUE X 169 19785018 MARKET QUOTATION X 14 19202 APPRAISED X 3 80601 MARKET VALUE X 25 1018050 APPRAISED X Food, gifts 78 248193 Market Value 15 false true true FORM 990, SCHEDULE M, PART 1, LINE 32B USE 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. FORM 990, PART III, LINE 1 MISSION 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 4 PROGRAM 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 14,500 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 2014 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 Personal Finance's "100 Best Values in Private Colleges" 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 2014, it was ranked as the number one hospital in Georgia by U.S. News and World Report. The Hospital is also recognized as one of the nation's top hospitals by the National Research Corporation's Consumer Choice Awards in 2014 for 15 of the past 16 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 $25.3 million in charity care during the current fiscal year. The Hospital has 605 licensed beds and 1,626 licensed physicians on staff. The Emory University Orthopedic 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 -2014/CommunityBook2014_sm.pdf. 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 fourth best hospital in Georgia in 2014 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 $21.3 million in charity care during the current fiscal year. Emory University Hospital Midtown has 481 licensed beds and 1,261 licensed physicians on staff. The current Community Benefits Report is published at http://whsc.emory.edu/home/publications/health-sciences/community-benefits -2014/charity/CommunityBook2014_sm.pdf FORM 990, PART VI, LINE 2 FAMILY OR BUSINESS RELATIONSHIPS (1) TRUSTEES WALTER M. DERISO, JR., J. DAVID ALLEN, AND CHILTON D. VARNER HAVE A BUSINESS RELATIONSHIP. (2) TRUSTEES WALTER M. DERISO, JR., RUSSELL R. FRENCH, AND ROBERT C. GODDARD HAVE A BUSINESS RELATIONSHIP. (3) TRUSTEES WENDELL REILLY AND CHILTON D. VARNER HAVE A BUSINESS RELATIONSHIP. (4) TRUSTEES BEN F. JOHNSON, III AND C. ROB HENRIKSON HAVE A BUSINESS RELATIONSHIP. (5) TRUSTEES MUHTAR KENT AND JAVIER GOIZUETA HAVE A BUSINESS RELATIONSHIP. FORM 990, PART VI, QUESTION 11B PROVISION OF 990 TO GOVERNING BODY 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, QUESTION 12C CONFLICT 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. DISCLOSURES BY TRUSTEES ARE REVIEWED BY THE EXECUTIVE COMPENSATION AND TRUSTEES' CONFLICTS OF INTEREST COMMITTEE OF THE UNIVERSITY BOARD OF TRUSTEES ("CONFLICTS OF INTEREST COMMITTEE"), AS NECESSARY. IF THE CONFLICTS 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, Question 15 DETERMINATION 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, QUESTION 19 AVAILABILITY 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. PART XI, LINE 9, RECONCILIATION OF NET ASSETS OTHER CHANGES IN NET ASSETS Adjustment to annuities payable 230,854 Change in fair value of derivative instruments (49,448,523) Nonoperating adjustment to receivables and reserves 5,529,685 Adjustment to Post Retirement Benefit Plan (9,200,000) Cumulative effect of change in accounting (12,537,655) Transfer of net assets to consolidated affiliates (20,594,972) Net Assets released from restriction (952,565) Other changes 320,051 TOTAL OTHER CHANGES IN NET ASSETS (86,653,125) FORM 990, PART VII, SECTION A FORMERLY REPORTED OFFICERs GARY S. HAUK and Ron Sauder REMAIN IN EMORY UNIVERSITY'S PRESIDENT'S CABINET; HOWEVER they are NO LONGER DISCLOSED AS OFFICERS PURSUANT TO THE FORM 990 INSTRUCTIONS. FORM 990, PART V, LINE 4B - FOREIGN COUNTRIES FOREIGN BANK ACCOUNT REPORTING CHINA DENMARK ETHIOPIA INDIA INDONESIA JAPAN MALAYSIA PHILIPPINES SOUTH KOREA SPAIN TAIWAN R.O.C. THAILAND TURKEY UNITED KINGDOM GOIZUETA BUSINESS SCHOOL STUDENT INVEST 201 DOWMAN DRIVE ATLANTA GA 30322 580566256 INVESTMENTS GA 255195 1570871 NA GOIZUETA BUSINESS SCHOOL REAL ESTATE 201 DOWMAN DR ATLANTA GA 30322 261718943 INVESTMENTS GA 18713 69796 NA EMORY UNIVERSITY STUDENT HEALTH COUNSEL 201 DOWMAN DRIVE ATLANTA GA 30322 271119602 HEALTHCARE GA 1903059 85529 NA ROSE ACQUISITIONS LLC 201 DOWMAN DRIVE ATLANTA GA 30322 454889158 INVESTMENTS GA 2209560 79255924 NA EMORY INTEGRATED HEALTH SERVICES LLC 201 DOWMAN DRIVE ATLANTA GA 30322 580566256 HEALTH CLAIMS GA 0 0 NA EMORY MEDICAL CARE FOUNDATION INC 1648 PIERCE DRIVE ATLANTA GA 30322 581537752 MED MGMT GA 501(c)(3) 9 NA false EMORY HEALTHCARE INC 201 DOWMAN DRIVE ATLANTA GA 30322 582137993 MED MGMT GA 501(c)(3) 11.a NA false THE EMORY CLINIC INC 1365 CLIFTON ROAD ATLANTA GA 30322 582030692 HEALTHCARE GA 501(C)(3) 9 NA false EMORY MEDICAL LABORATORIES INC 1364 Clifton Road NE ATLANTA GA 30322 010553460 HEALTHCARE GA 501(c)(3) 3 EMORY HEALTH false WESLEY WOODS CENTER OF EMORY UNIVERSITY 1821 CLIFTON ROAD ATLANTA GA 30322 581529366 HEALTHCARE GA 501(c)(3) 3 EMORY HEALTH false EMORY CHILDREN'S CENTER INC 201 DOWMAN DRIVE ATLANTA GA 30322 582298500 HEALTHCARE GA 501(c)(3) 9 EMORY HEALTH false LUTHER C FISCHER FOUNDATION 550 PEACHTREE ST ATLANTA GA 30308 581052508 HEALTHCARE GA 501(c)(3) 11.a NA false EMORY UNIV HOSPITAL MIDTWON AUXILIARY 550 PEACHTREE ST ATLANTA GA 30308 586035386 HEALTHCARE GA 501(c)(3) 11.A NA false Emory University Post-Retirement Benefit 1599 Clifton Road NE Atlanta GA 30322 582087692 VEBA GA 501(c)(9) N/A NA false Emory Healthcare Post-Retirement Benefit 1440 Clifton Road NE Atlanta GA 30322 900180674 VEBA GA 501(c)(9) N/A EMORY HEALTH false EMORY INNOVATIONS INC 201 DOWMAN DRIVE ATLANTA GA 30322 455372942 RESEARCH GA 501(c)(3) 11A NA false EMORYSAINT JOSEPH'S INC 1440 CLIFTON RD NE SUTIE 400 ATLANTA GA 30322 452721833 HEALTHCARE GA 501(c)(3) 4 EMORY HEALTH false SAINT JOSEPH'S HOSPITAL OF ATLANTA INC 5673 PTREE Dunwoody RD ATLANTA GA 30342 580566257 HOSPITAL GA 501(c)(3) 3 EMORYST JOS false TRANSLATIONAL TESTING & TRAINING LABORAT 5673 PTREE DunwoodY RD ATLANTA GA 30342 800079841 RESEARCH GA 501(c)(3) 4 EMORYST JOS false EMORY HEALTHCARE INC RETIREMENT PLAN 1440 CLIFTON ROAD NE ATLANTA GA 30322 020689035 DB PLAN GA 501(c)(9) N/A EMORY HEALTH false WESLEY WOODS LONG TERM HOSPITAL INC 1821 CLIFTON ROAD NE ATLANTA GA 30329 582311078 HOSPITAL GA 501(C)(3) 3 NA false FOREST HILL 100 MORGANKEENAN DR LITTLE ROCK AR LITTLE ROCK AR 72202 453838016 INVESTMENTS DE FOREST CAPITAL EXCLUDED 910595 71178586 false 120375 false 0.73940 CLIFTON CASUALTY INSURANCE COMPANY LTD PO Box 1159 878 West Bay Rd Grand Cayman Cayman Islands VI Captive Insur CJ EMORY HEALTH C CORP 9453240 146909598 1.00000 false NORTHLAKE REGIONAL PHYSICIANS CENTER 2850 PACES FERRY ROAD SUTIE 1140 ATLANTA GA 30339 581850529 MEDICAL BLDG GA EMORY UNIV C CORP -26228 240029 0.93000 false CHARITABLE REMAINER TRUSTS (41) 201 DOWMAN DRIVE ATLANTA GA 30322 CHARITABLE TR GA EMORY UNIV TRUST false POOLED INCOME FUND (1) 201 DOWMAN DRIVE ATLANTA GA 30322 INCOME FUND GA EMORY UNIV TRUST false ACTX INC 5673 PEACHTREE DUNWOODY RD ATLANTA GA 30342 830345672 MEDICAL RESEA GA ST JOS TRANSLAT C CORP 0 0 0.76760 false false true false false false false false false false false false false false true false false false true true EMORY HEALTHCARE INC s 6926 FMV TRANSLATIONAL TESTING & TRAINING LABORATORIES R 5034 FMV THE EMORY CLINIC INC s 33976293 FMV THE EMORY CLINIC INC r 25169417 FMV FOREST HILL STRATEGIC VALUE FUND B 70000000 FMV FORM 990, SCHEDULE R, PART V All 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.