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EMORY UNIVERSITY: Form 990, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
EMORY UNIVERSITY (EIN 58-0566256)
Tax period
2012-09-01 to 2013-08-31
Filed
2014-07-15
IRS object ID
201401969349300335
Schema version
2012v2.3
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Timestamp2014-07-15T11:04:50-05:00Timestamp
Tax Period End Date2013-08-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1KPMG LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1300 North Greene Street Suite 400AddressLine1
CityGreensboroCity
StateNCState
ZIP Code27401ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2012-09-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN580566256EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1EMORY UNIVERSITYBusinessNameLine1
FieldValueIRS element (for citing)
In Care Of Name% EDITH C MURPHREEInCareOfName
Name ControlEMORNameControl
Phone4047272827Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line11599 CLIFTON ROAD 3RD FLOORAddressLine1
Address Line2Suite 3105AddressLine2
CityATLANTACity
StateGAState
ZIP Code30322ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameEDITH C MURPHREEName
TitleVP FINANCETitle
Phone4047272827Phone
Date Signed2014-07-14DateSigned
Authorize Third PartytrueAuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
Phone3362753394Phone
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2015-11-30 17:44:51ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonJAMES W WAGNER PRESIDENTNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line11599 CLIFTON ROAD 3RD FLOORAddressLine1
CityATLANTACity
StateGAState
ZIP Code30322ZIPCode
FieldValueIRS element (for citing)
Gross Receipts3276071690GrossReceipts
Group Return For AffiliatesfalseGroupReturnForAffiliates
Organization501c3XOrganization501c3
Web Sitehttp://www.emory.eduWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1836YearFormation
State Legal DomicileGAStateLegalDomicile
Activity Or Mission DescriptionEMORY UNIVERSITY'S MISSION IS TO CREATE, PRESERVE, TEACH, AND APPLY KNOWLEDGE IN THE SERVICE OF HUMANITY AND TO PROVIDE EXCELLENCE IN PATIENT CARE, ENHANCED BY EDUCATION AND RESEARCH.ActivityOrMissionDescription
Nbr Voting Members Governing Body49NbrVotingMembersGoverningBody
Nbr Independent Voting Members35NbrIndependentVotingMembers
Total Nbr Employees21375TotalNbrEmployees
Total Nbr Volunteers6523TotalNbrVolunteers
Total Gross UBI-2824024TotalGrossUBI
Net Unrelated Business Txbl Income-13406050NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year650230364ContributionsGrantsPriorYear
Contributions Grants Current Year709869256ContributionsGrantsCurrentYear
Program Service Revenue Prior Year2088486874ProgramServiceRevenuePriorYear
Program Service Revenue CY2206358349ProgramServiceRevenueCY
Investment Income Prior Year387336580InvestmentIncomePriorYear
Investment Income Current Year342023614InvestmentIncomeCurrentYear
Other Revenue Prior Year19446538OtherRevenuePriorYear
Other Revenue Current Year17451629OtherRevenueCurrentYear
Total Revenue Prior Year3145500356TotalRevenuePriorYear
Total Revenue Current Year3275702848TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year246139512GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY256365299GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year1503387508SalariesEtcPriorYear
Salaries Etc Current Year1516218944SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year19536173TotalFundrsngExpCurrentYear
Other Expense Prior Year1105140432OtherExpensePriorYear
Other Expenses Current Year1195077746OtherExpensesCurrentYear
Total Expenses Prior Year2854667452TotalExpensesPriorYear
Total Expenses Current Year2967661989TotalExpensesCurrentYear
Revenues Less Expenses Prior Year290832904RevenuesLessExpensesPriorYear
Revenues Less Expenses CY308040859RevenuesLessExpensesCY
Total Assets BOY10376925738TotalAssetsBOY
Total Assets EOY11036367740TotalAssetsEOY
Total Liabilities BOY3531693818TotalLiabilitiesBOY
Total Liabilities EOY3562111508TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY6845231920NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY7474256232NetAssetsOrFundBalancesEOY
Info In Schedule O Part IIIXInfoInScheduleOPartIII
Mission DescriptionSEE SCHEDULE OMissionDescription
Significant New Program ServicesfalseSignificantNewProgramServices
Significant ChangefalseSignificantChange
Expense1500525337Expense
Grants256365299Grants
Revenue762005548Revenue
DescriptionSEE SCHEDULE ODescription

Activity2 Activity2

FieldValueIRS element (for citing)
Expense718309991Expense
Revenue816763779Revenue
DescriptionSEE SCHEDULE ODescription

Activity3 Activity3

FieldValueIRS element (for citing)
Expense550293850Expense
Revenue615333208Revenue
DescriptionSEE SCHEDULE ODescription
FieldValueIRS element (for citing)
Total Program Service Expense2769129178TotalProgramServiceExpense
Described In501 C3trueDescribedIn501C3
Schedule B RequiredtrueScheduleBRequired
Political ActivitiesfalsePoliticalActivities
Lobbying ActivitiestrueLobbyingActivities
Subject To Proxy TaxfalseSubjectToProxyTax
Donor Advised FundsfalseDonorAdvisedFunds
Conservation EasementsfalseConservationEasements
Collections Of ArttrueCollectionsOfArt
Credit CounselingfalseCreditCounseling
Term Or Permanent EndowmentstrueTermOrPermanentEndowments
Report Land Bldg EquiptrueReportLandBldgEquip
Report Invest Oth SecuritiestrueReportInvestOthSecurities
Report Prog Rel InvestfalseReportProgRelInvest
Report Other AssetsfalseReportOtherAssets
Report Other LiabilitiestrueReportOtherLiabilities
Report Fin48 FootnotetrueReportFin48Footnote
Independent Audit Financial StmtfalseIndependentAuditFinancialStmt
Consolidated Audit Financial StmttrueConsolidatedAuditFinancialStmt
SchooltrueSchool
Foreign OfficetrueForeignOffice
Foreign ActivitiestrueForeignActivities
More Than5000 K To OrganizationstrueMoreThan5000KToOrganizations
More Than5000 K To IndividualsfalseMoreThan5000KToIndividuals
Professional FundraisingfalseProfessionalFundraising
Fundraising ActivitiestrueFundraisingActivities
GamingfalseGaming
HospitaltrueHospital
Financial Stmt AttachedtrueFinancialStmtAttached
Grants To OrganizationstrueGrantsToOrganizations
Grants To IndividualstrueGrantsToIndividuals
Schedule J RequiredtrueScheduleJRequired
Tax Exempt BondstrueTaxExemptBonds
Invest Tax Exempt BondstrueInvestTaxExemptBonds
Escrow AccountfalseEscrowAccount
On Behalf Of IssuerfalseOnBehalfOfIssuer
Excess Benefit TransactionfalseExcessBenefitTransaction
Prior Excess Benefit TransactionfalsePriorExcessBenefitTransaction
Loan To Officer Or DQPfalseLoanToOfficerOrDQP
Grant To Related PersonfalseGrantToRelatedPerson
Bsnss Rltnshp With OrganizationfalseBsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family MembertrueBsnssRltnshpThruFamilyMember
Officer Entity With Bsnss RltnshptrueOfficerEntityWithBsnssRltnshp
Deductible Non Cash ContributionstrueDeductibleNonCashContributions
Deductible Contributions Of ArttrueDeductibleContributionsOfArt
TerminatedfalseTerminated
Partial LiquidationfalsePartialLiquidation
Disregarded EntitytrueDisregardedEntity
Related EntitytrueRelatedEntity
Related Org Controlled EntitytrueRelatedOrgControlledEntity
Transaction Related EntityfalseTransactionRelatedEntity
Transfers To Exempt Non Chrtbl OrgfalseTransfersToExemptNonChrtblOrg
Activities Conducted PartnershipfalseActivitiesConductedPartnership
Schedule O RequiredtrueScheduleORequired
Info In Schedule O Part VXInfoInScheduleOPartV
Number Forms Transmitted With109624245NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup WitholdingtrueComplianceWithBackupWitholding
Number Of Employees21375NumberOfEmployees
Employment Tax Returns FiledtrueEmploymentTaxReturnsFiled
Unrelated Business IncometrueUnrelatedBusinessIncome
Form990-T FiledtrueForm990-TFiled
Foreign Financial AccounttrueForeignFinancialAccount
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTrans
Taxable Party NotificationfalseTaxablePartyNotification
Non Deductible ContributionsfalseNonDeductibleContributions
Quid Pro Quo ContributionstrueQuidProQuoContributions
Quid Pro Quo DisclosuretrueQuidProQuoDisclosure
Form8282 Property Disposed OffalseForm8282PropertyDisposedOf
Funds To Pay PremiumsfalseFundsToPayPremiums
Premiums PaidfalsePremiumsPaid
Indoor Tanning ServicesfalseIndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members49NbrVotingGoverningBodyMembers
Number Independent Voting Members35NumberIndependentVotingMembers
Family Or Business RelationshiptrueFamilyOrBusinessRelationship
Delegation Of Management DutiesfalseDelegationOfManagementDuties
Changes To Organizing DocsfalseChangesToOrganizingDocs
Material Diversion Or MisusefalseMaterialDiversionOrMisuse
Members Or StockholdersfalseMembersOrStockholders
Election Of Board MembersfalseElectionOfBoardMembers
Decisions Subject To ApprovalfalseDecisionsSubjectToApproval
Minutes Of Governing BodytrueMinutesOfGoverningBody
Minutes Of CommitteestrueMinutesOfCommittees
Officer Mailing AddressfalseOfficerMailingAddress
Local ChaptersfalseLocalChapters
Form990 Provided To Governing BodytrueForm990ProvidedToGoverningBody
Conflict Of Interest PolicytrueConflictOfInterestPolicy
Annual Disclosure Covered PersonstrueAnnualDisclosureCoveredPersons
Regular Monitoring EnforcementtrueRegularMonitoringEnforcement
Whistleblower PolicytrueWhistleblowerPolicy
Document Retention PolicytrueDocumentRetentionPolicy
Compensation Process CEOtrueCompensationProcessCEO
Compensation Process OthertrueCompensationProcessOther
Investment In Joint VenturetrueInvestmentInJointVenture
Written Policy Or ProceduretrueWrittenPolicyOrProcedure
States Where Copy Of Return Is FiledGAStatesWhereCopyOfReturnIsFiled
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

FieldValueIRS element (for citing)
Name PersonEDITH C MURPHREENamePerson
Telephone Number4047272827TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line11599 CLIFTON RD 3RD FLOORAddressLine1
CityATLANTACity
StateGAState
ZIP Code30322ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (77 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekAverage Hours Per Week RelatedAverageHoursPerWeekRelatedIndividual Trustee Or DirectorIndividualTrusteeOrDirectorReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationOfficerOfficerKey EmployeeKeyEmployeeHighest Compensated EmployeeHighestCompensatedEmployeeFormerFormer
J David Allen
Trustee3.02.0X000
Kathelen Amos
Trustee3.00.0X000
Facundo L Bacardi
Trustee2.00.0X000
Ellen A Bailey
Trustee3.03.0X000
Thomas D Bell Jr
Trustee4.00.0X000
Arthur M Blank
Trustee1.00.0X000
Henry L Bowden Jr
Trustee6.00.0X000
Susan A Cahoon
Trustee3.00.0X000
G Lindsey Davis
Trustee5.00.0X000
Walter M Deriso Jr
Trustee7.00.0X000
James L Ferman Jr
Trustee4.00.0X000
Russell R French
Trustee2.06.0X000
James R Gavin III
Trustee4.00.0X000
John T Glover
Trustee3.01.0X000
Robert C Goddard III
Trustee4.03.0X000
Javier Goizueta
Trustee1.00.0X000
Laura J Hardman
Trustee5.00.0X000
C Rob Henrikson
Trustee6.00.0X000
M Douglas Ivester
Trustee6.00.0X000
Charles H Jenkins Jr
Trustee2.00.0X000
Ben F Johnson III
Trustee8.00.0X000
Ruth J Katz
Trustee4.00.0X000
Muhtar Kent
Trustee1.00.0X000
Jonathan K Layne
Trustee3.00.0X000
Steven Lipstein
Trustee2.00.0X000
Deborah Marlowe
Trustee1.00.0X000
William T McAlilly
Trustee1.00.0X000
Teri Plummer McClure
Trustee3.00.0X000
John F Morgan
Trustee7.00.0X000
George D Overend
Trustee2.04.0X000
J Neal Purcell
Trustee6.03.0X000
Wendell S Reilly
Trustee6.01.0X000
John G Rice
Trustee2.01.0X000
Rick M Rieder
Trustee3.00.0X000
Teresa M Rivero
Trustee5.00.0X000
Adam Rogers
Trustee1.00.0X000
Katherine T Rohrer
Trustee3.00.0X000
Gary W Rollins
Trustee3.00.0X000
Diane W Savage
Trustee4.00.0X000
Jeffrey H Schwartz
Trustee2.00.0X000
Leah Ward Sears
Trustee2.00.0X000
Lynn H Stahl
Trustee4.00.0X000
James E Swanson Sr
Trustee3.00.0X000
Mitchell Tanzman
Trustee1.00.0X000
Mary Virginia Taylor
Trustee2.00.0X000
Chilton D Varner
Trustee6.00.0X000
William C Warren IV
Trustee3.00.0X000
B Michael Watson
Trustee1.00.0X000
William H Willimon
Trustee2.00.0X000
Wright Caughman MD
EVP-Health Affairs36.034.0708084660161242989X
Susan Cruse
SVP-Dev/Alum Relations65.00.0510876038368X
John L Ford
SVP-Campus Life65.00.0221415026634X
Michael ME Johns MD
Chancellor65.01.0467557037491X
Earl Lewis
EVP-Academic Affairs65.01.0627970042851X
Rosemary M Magee
VP-University Secretary65.00.0299285044723X
Michael J Mandl
EVP-Business/Admin65.04.09342420116126X
Ajay Nair
SVP-Campus Life65.00.0235935021218X
Stephen D Sencer
SVP-General Counsel65.00.0433242046245X
Claire E Sterk
EVP-Academic Affairs65.01.0383003028550X
James W Wagner
President80.00.09489890271720X
Robert J Bachman
CEO-Emory University Hospital60.00.03373557975383951X
Mary L Cahill
VP-Investments and CIO60.00.09301580184230X
Robin Forman
Dean60.00.0373578040398X
John T Fox
CEO-Emory Healthcare25.044.0614283984052565556X
Susan M Grant
Chief Nursing Officer47.014.03528999356389316X
Christian P Larsen MD
Dean44.020.066959328224137084X
Thomas J Lawley MD
Dean44.020.076852814306353901X
Dane Peterson
CEO-Emory Hospital Midtown60.00.03292207978383930X
John M Rhee MD
Physician0.060.00183785732404X
Shervin Oskouei MD
Physician0.060.00134462433295X
John Xerogeanes MD
Physician0.060.00133094933169X
James Ray Roberson MD
Physician12.049.022368899942431668X
Robert W Bruce MD
Physician5.055.068418120110734583X
Gary S Hauk
VP/Deputy to President60.00.0234720033468X
Robert A Paul
Former Dean40.00.0395168038211X
Fred Sanfillipo MD
Former EVP-Health Affairs40.00.0316767042939X
Ron Sauder
VP-Communications60.00.0267392036945X
FieldValueIRS element (for citing)
Total Reportable Comp From Org11652365TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs9036577TotalReportableCompFrmRltdOrgs
Total Other Compensation2371963TotalOtherCompensation
Number Individuals GT100 K1172NumberIndividualsGT100K
Formers ListedtrueFormersListed
Total Comp GT150 KtrueTotalCompGT150K
Compensation From Other SourcesfalseCompensationFromOtherSources

Contractor Compensation ContractorCompensation (5 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1CityAddressOfContractor/AddressUS/CityStateAddressOfContractor/AddressUS/StateZIP CodeAddressOfContractor/AddressUS/ZIPCodeDescription Of ServicesDescriptionOfServicesCompensationCompensation
BRASFIELD GORRIE LLC
1990 VAUGHN RD SUITE 100KENNESAWGA30144CONSTRUCTION49770031
MCCARTHY BUILDING COMPANIES INC
2859 PACES FERRY ROADATLANTAGA30339CONSTRUCTION14871094
DPR CONSTRUCTION INC
3301 WINDY RIDGE PARKWAYSMYRNAGA30339CONSTRUCTION13570640
GAY CONSTRUCTION COMPANY
2907 LOG CABIN DRIVESMYRNAGA30080CONSTRUCTION9949383
SURGICAL OPERATIONAL SERVICES INC
505 COMMERCE PARK DRIVEMARIETTAGA30060MEDICAL SERVICES6970297
FieldValueIRS element (for citing)
Number Of Contractors GT100 K266NumberOfContractorsGT100K
Fundraising Events1015232FundraisingEvents
Government Grants497853535GovernmentGrants
All Other Contributions211000489AllOtherContributions
Noncash Contributions85152199NoncashContributions
Total Contributions709869256TotalContributions

Program Service Revenue ProgramServiceRevenue (5 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncomeUnrelated Business RevenueUnrelatedBusinessRevenue
TUITION AND FEES611600544182877544182877
HOSPITAL AND MEDICAL SERVICES62410015348315771534831577
AUXILIARY OPERATIONS6116006637531266375312
INDEPENDENT OPERATIONS72111022136380988056612255814
OTHER EDUCATIONAL/CLINICAL/RESEARCH6116003883220338832203
FieldValueIRS element (for citing)
Total Program Service Revenue2206358349TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column72885303TotalRevenueColumn
Unrelated Business Revenue-15079838UnrelatedBusinessRevenue
Exclusion$87,965,141ExclusionAmount

Income From Invest Bond Proceeds IncomeFromInvestBondProceeds

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Royalties Revenue RoyaltiesRevenue

FieldValueIRS element (for citing)
Total Revenue Column2609551TotalRevenueColumn
Exclusion$2,609,551ExclusionAmount

Gross Rents GrossRents

FieldValueIRS element (for citing)
Real2363409Real

Rental Income Or Loss RentalIncomeOrLoss

FieldValueIRS element (for citing)
Real2363409Real
Personal0Personal

Net Rental Income Or Loss NetRentalIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column2363409TotalRevenueColumn
Exclusion$2,363,409ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities273813430Securities
Other-4675119Other

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities273813430Securities
Other-4675119Other

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column269138311TotalRevenueColumn
Exclusion$269,138,311ExclusionAmount
FieldValueIRS element (for citing)
Gross Income Fundraising Events381629GrossIncomeFundraisingEvents
Cntrbtns Rprtd Fundraising Events1015232CntrbtnsRprtdFundraisingEvents
Fundraising Direct Expenses368842FundraisingDirectExpenses

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

FieldValueIRS element (for citing)
Total Revenue Column12787TotalRevenueColumn
Exclusion$12,787ExclusionAmount

Net Income From Gaming NetIncomeFromGaming

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Net Income Or Loss NetIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Other Revenue Misc OtherRevenueMisc (3 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnExclusionExclusionAmount
FINANCIAL ADMINISTRATION6117101042284$1,042,284
CONCESSIONS/SERVICES61171011231450$11,231,450
NETWORK AND COMMUNICATIONS611710192148$192,148
FieldValueIRS element (for citing)
Total Other Revenue12465882TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column3275702848TotalRevenueColumn
Related Or Exempt Function Income2194102535RelatedOrExemptFunctionIncome
Unrelated Business Revenue-2824024UnrelatedBusinessRevenue
Exclusion$374,555,081ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total52065412Total
Program Services52065412ProgramServices

Grants To Domestic Individuals GrantsToDomesticIndividuals

FieldValueIRS element (for citing)
Total198854155Total
Program Services198854155ProgramServices

Foreign Grants ForeignGrants

FieldValueIRS element (for citing)
Total5445732Total
Program Services5445732ProgramServices

Benefits To Members BenefitsToMembers

FieldValueIRS element (for citing)
Total0Total

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total10995049Total
Program Services6607165ProgramServices
Management And General3682143ManagementAndGeneral
Fundraising705741Fundraising

Comp Disqual Persons CompDisqualPersons

FieldValueIRS element (for citing)
Total1061130Total
Program Services976240ProgramServices
Management And General84890ManagementAndGeneral

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total1009215242Total
Program Services931986303ProgramServices
Management And General67721965ManagementAndGeneral
Fundraising9506974Fundraising

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total105866381Total
Program Services97397071ProgramServices
Management And General7410647ManagementAndGeneral
Fundraising1058663Fundraising

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total296469885Total
Program Services272752294ProgramServices
Management And General20752892ManagementAndGeneral
Fundraising2964699Fundraising

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total92611257Total
Program Services85202356ProgramServices
Management And General6482788ManagementAndGeneral
Fundraising926113Fundraising

Fees For Services Management FeesForServicesManagement

FieldValueIRS element (for citing)
Total15672931Total
Program Services15672931ProgramServices

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total6514386Total
Program Services5472084ProgramServices
Management And General977158ManagementAndGeneral
Fundraising65144Fundraising

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total813287Total
Management And General813287ManagementAndGeneral

Fees For Services Lobbying FeesForServicesLobbying

FieldValueIRS element (for citing)
Total162126Total
Management And General162126ManagementAndGeneral

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total0Total

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total23296674Total
Management And General23296674ManagementAndGeneral

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total68111799Total
Program Services38142607ProgramServices
Management And General29288074ManagementAndGeneral
Fundraising681118Fundraising

Advertising Advertising

FieldValueIRS element (for citing)
Total2868573Total
Program Services2725144ProgramServices
Management And General143429ManagementAndGeneral

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total135089261Total
Program Services132387477ProgramServices
Management And General1350892ManagementAndGeneral
Fundraising1350892Fundraising

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total3824657Total
Program Services3097972ProgramServices
Management And General688438ManagementAndGeneral
Fundraising38247Fundraising

Royalties Royalties

FieldValueIRS element (for citing)
Total184Total
Program Services184ProgramServices

Occupancy Occupancy

FieldValueIRS element (for citing)
Total68391433Total
Program Services60184461ProgramServices
Management And General7523058ManagementAndGeneral
Fundraising683914Fundraising

Travel Travel

FieldValueIRS element (for citing)
Total25911127Total
Program Services21765346ProgramServices
Management And General2591113ManagementAndGeneral
Fundraising1554668Fundraising

Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials

FieldValueIRS element (for citing)
Total0Total

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total17255167Total
Program Services17255167ProgramServices

Interest Interest

FieldValueIRS element (for citing)
Total59119309Total
Program Services56163344ProgramServices
Management And General2955965ManagementAndGeneral

Payments To Affiliates PaymentsToAffiliates

FieldValueIRS element (for citing)
Total0Total

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total188535532Total
Program Services186289807ProgramServices
Management And General2245725ManagementAndGeneral

Insurance Insurance

FieldValueIRS element (for citing)
Total0Total

Other Expenses OtherExpenses (4 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneral
EDUCATIONAL3523065235230652
MEDICAL470516335470516335
PROVISION FOR BAD DEBTS7293893972938939
ADMINISTRATIVE825374825374

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total2967661989Total
Program Services2769129178ProgramServices
Management And General178996638ManagementAndGeneral
Fundraising19536173Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY622549732BOY
EOY660329985EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
BOY156646640BOY
EOY190992142EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY608568453BOY
EOY636207480EOY

Receivables From Officers Etc ReceivablesFromOfficersEtc

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Receivables From Disqual Persons ReceivablesFromDisqualPersons

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Other Notes Loans Receivable Net OtherNotesLoansReceivableNet

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

FieldValueIRS element (for citing)
BOY13951232BOY
EOY14224933EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY163742310BOY
EOY132594327EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis4302398674LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec1935899658LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY2272475814BOY
EOY2366499016EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY973679009BOY
EOY2380321842EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
BOY5532685995BOY
EOY4620763029EOY

Investments Program Related InvestmentsProgramRelated

FieldValueIRS element (for citing)
BOY26777098BOY
EOY26868795EOY

Intangible Assets IntangibleAssets

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY5849455BOY
EOY7566191EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY10376925738BOY
EOY11036367740EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY267567060BOY
EOY373525439EOY

Grants Payable GrantsPayable

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Deferred Revenue DeferredRevenue

FieldValueIRS element (for citing)
BOY385984571BOY
EOY403412802EOY

Tax Exempt Bond Liabilities TaxExemptBondLiabilities

FieldValueIRS element (for citing)
BOY1417953311BOY
EOY1567553511EOY

Escrow Account Liability EscrowAccountLiability

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Loans From Officers Directors LoansFromOfficersDirectors

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Unsecured Notes Loans Payable UnsecuredNotesLoansPayable

FieldValueIRS element (for citing)
BOY582376237BOY
EOY415570153EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY877812639BOY
EOY802049603EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY3531693818BOY
EOY3562111508EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY2753882476BOY
EOY3128432881EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY2519284539BOY
EOY2568100819EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY1572064905BOY
EOY1777722532EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY6845231920BOY
EOY7474256232EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY10376925738BOY
EOY11036367740EOY
FieldValueIRS element (for citing)
Info In Schedule O Part XIXInfoInScheduleOPartXI
Reconcilation Revenue Expenses308040859ReconcilationRevenueExpenses
Reconciliation Unrealized Invest128692032ReconciliationUnrealizedInvest
Reconcilation Other Changes192291421ReconcilationOtherChanges
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or ReviewfalseAccountantCompileOrReview
FS AuditedtrueFSAudited

FS Audited Basis FSAuditedBasis

FieldValueIRS element (for citing)
Financial Statement ConsolidatedXFinancialStatementConsolidated
FieldValueIRS element (for citing)
Audit CommitteetrueAuditCommittee
Federal Grant Audit RequiredtrueFederalGrantAuditRequired
Federal Grant Audit PerformedtrueFederalGrantAuditPerformed

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
School170b1 AiiXSchool170b1Aii

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Total Grassroots LobbyingTotalGrassrootsLobbying
Total Direct LobbyingTotalDirectLobbying
Total Lobbying ExpendituresTotalLobbyingExpenditures
Other Exempt Purpose ExpendituresOtherExemptPurposeExpenditures
Total Exempt Purpose ExpendituresTotalExemptPurposeExpenditures
Lobbying NontaxableLobbyingNontaxableAmount
Grassroots NontaxableGrassrootsNontaxableAmount
Tot Lobbying Grassroot Minus Non TxTotLobbyingGrassrootMinusNonTx
Tot Lobby Expend Mns Lobbying NontxTotLobbyExpendMnsLobbyingNontx
VolunteersfalseVolunteers
Paid Staff Or ManagementtruePaidStaffOrManagement
Media AdvertisementsfalseMediaAdvertisements
Mailings MemberstrueMailingsMembers
Publications Or BroadcastfalsePublicationsOrBroadcast
Grants Other OrganizationsfalseGrantsOtherOrganizations
Direct Contact LegislatorstrueDirectContactLegislators
Rallies DemonstrationsfalseRalliesDemonstrations
Other ActivitiestrueOtherActivities
Other Activities$181,138OtherActivitiesAmount
Total Lobbying Expenditures IIB181138TotalLobbyingExpendituresIIB
Not Described In501c3falseNotDescribedIn501c3

Form990 Schedule C Part IV Form990ScheduleCPartIV

FieldValueIRS element (for citing)
IdentifierOTHER ACTIVITIESIdentifier
Return ReferenceFORM 990, SCHEDULE C, PART II-B, QUESTION 1iReturnReference
ExplanationEmory 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 seven 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: 129,527 Travel: 10,500 Miscellaneous: 16,538 Membership dues: 24,573 Total 181,138Explanation

Schedule D IRS990ScheduleD

Art Public Exhibition Amts ArtPublicExhibitionAmts

FieldValueIRS element (for citing)
Revenues Included5195757RevenuesIncluded
Assets In Part X76743410AssetsInPartX
FieldValueIRS element (for citing)
Held Works Of Art AmtsHeldWorksOfArtAmts
Collect Used For Public ExhibitionXCollectUsedForPublicExhibition
Collect Used For Scholar ResearchXCollectUsedForScholarResearch
Collect Used For PreservationXCollectUsedForPreservation
Collect Used For Loan Or Exch PrgrmsXCollectUsedForLoanOrExchPrgrms

Collection Used For Other CollectionUsedForOther

FieldValueIRS element (for citing)
Collection Used For Other PurposesXCollectionUsedForOtherPurposes
Description Of Other PurposesEDUCATIONAL PROGRAMSDescriptionOfOtherPurposes
FieldValueIRS element (for citing)
Solicited Assets For SalefalseSolicitedAssetsForSale

Current Year CurrentYear

FieldValueIRS element (for citing)
Beginning Of Year Balance4985984504BeginningOfYearBalance
Contributions90867213Contributions
Investment Earnings Or Losses410748746InvestmentEarningsOrLosses
Grants Or Scholarships17667597GrantsOrScholarships
Other Expenditures204196096OtherExpenditures
Administrative Expenses18434885AdministrativeExpenses
End Of Year Balance5247301885EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

FieldValueIRS element (for citing)
Beginning Of Year Balance4850177182BeginningOfYearBalance
Contributions-17668741Contributions
Investment Earnings Or Losses383145581InvestmentEarningsOrLosses
Grants Or Scholarships15546783GrantsOrScholarships
Other Expenditures199226108OtherExpenditures
Administrative Expenses14896627AdministrativeExpenses
End Of Year Balance4985984504EndOfYearBalance

Current Year Minus2 Years CurrentYearMinus2Years

FieldValueIRS element (for citing)
Beginning Of Year Balance4343712644BeginningOfYearBalance
Contributions29110565Contributions
Investment Earnings Or Losses709113678InvestmentEarningsOrLosses
Grants Or Scholarships14292388GrantsOrScholarships
Other Expenditures198090359OtherExpenditures
Administrative Expenses19376958AdministrativeExpenses
End Of Year Balance4850177182EndOfYearBalance

Current Year Minus3 Years CurrentYearMinus3Years

FieldValueIRS element (for citing)
Beginning Of Year Balance4472220954BeginningOfYearBalance
Contributions55375363Contributions
Investment Earnings Or Losses434756550InvestmentEarningsOrLosses
Grants Or Scholarships14224317GrantsOrScholarships
Other Expenditures583583912OtherExpenditures
Administrative Expenses20831994AdministrativeExpenses
End Of Year Balance4343712644EndOfYearBalance

Current Year Minus4 Years CurrentYearMinus4Years

FieldValueIRS element (for citing)
Beginning Of Year Balance5347608546BeginningOfYearBalance
Contributions85688691Contributions
Investment Earnings Or Losses-692602383InvestmentEarningsOrLosses
Grants Or Scholarships15568994GrantsOrScholarships
Other Expenditures240641295OtherExpenditures
Administrative Expenses12263611AdministrativeExpenses
End Of Year Balance4472220954EndOfYearBalance
FieldValueIRS element (for citing)
Board Designated EOY Balance0.24460BoardDesignatedEOYBalance
Permanent Endowment EOY Balance0.31010PermanentEndowmentEOYBalance
Term Endowment EOY Balance0.44530TermEndowmentEOYBalance
Endowments Held By Unrelated OrgsfalseEndowmentsHeldByUnrelatedOrgs
Endowments Held By Related OrgsfalseEndowmentsHeldByRelatedOrgs

Land Land

FieldValueIRS element (for citing)
Investment Cost Or Other Basis1539769InvestmentCostOrOtherBasis
Other Cost Or Other Basis80034194OtherCostOrOtherBasis
Book Value81573963BookValue

Buildings Buildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis2586982510OtherCostOrOtherBasis
Depreciation912270650Depreciation
Book Value1674711860BookValue
FieldValueIRS element (for citing)
Leasehold ImprovementsLeaseholdImprovements

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis1633842201OtherCostOrOtherBasis
Depreciation1023629008Depreciation
Book Value610213193BookValue
FieldValueIRS element (for citing)
Other Land BuildingsOtherLandBuildings
Total Of Book Value Land Buildings2366499016TotalOfBookValueLandBuildings

Financial Derivatives FinancialDerivatives

FieldValueIRS element (for citing)
Book Value236948BookValue
Method Of ValuationFMethodOfValuation
FieldValueIRS element (for citing)
Closely Held Equity InterestsCloselyHeldEquityInterests

Other Securities OtherSecurities (7 entries)

DescriptionDescriptionBook ValueBookValueMethod Of ValuationMethodOfValuation
SHORT-TERM INVESTMENTS383582712F
HEDGED STRATEGIES1308995003F
PRIVATE MARKET INVESTMENTS1242916967F
REAL ESTATE INVESTMENTS151513929F
NATURAL RESOURCES/OIL/GAS491436569F
INTEREST IN PERPETUAL FUNDS1040527966F
MISCELLANEOUS INVESTMENTS1552935F
FieldValueIRS element (for citing)
Total Of Book Value Securities4620763029TotalOfBookValueSecurities
Federal Income Tax Liability0FederalIncomeTaxLiability

Other Liabilities OtherLiabilities (6 entries)

DescriptionDescriptionAmountAmount
INTEREST PAYABLE$26,342,772
PROFESSIONAL LIABILITY RESERVE$62,110,725
FUNDS HELD IN TRUST FOR OTHERS$578,848,607
GOV ADVANCE-FEDERAL LOAN PROG$17,764,000
ANNUITIES PAYABLE$17,701,237
LIABILITY FOR DERIVATIVES$99,282,262
FieldValueIRS element (for citing)
Total Of Amounts802049603TotalOfAmounts
Footnote In Part XIIIXFootnoteInPartXIII

Form990 Schedule D Part XIII Form990ScheduleDPartXIII (4 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
COLLECTIONS OF ART & SIMILAR ASSETSFORM 990, SCHEDULE D, PART III, LINE 4THE 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 135 VOLUNTEERS DURING THE REPORTING YEAR WHO COLLECTIVELY PROVIDED APPROXIMATELY 8,300 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.
INTENDED USES OF THE ORGANIZATION'S ENDOWMENT FUNDSFORM 990, SCHEDULE D, PART V, LINE 4THE 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.
ASC740, INCOME TAXESFORM 990, SCHEDULE D, PART X, LINE 2The 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, 2013 and 2012, there were no material uncertain tax positions.
PUBLICLY TRADED SECURITIESSCHEDULE D, PART VIITHE INVESTMENTS IN PUBLICLY TRADED SECURITIES AT AUGUST 31, 2013, INCLUDE UNDERLYING INVESTMENT ACTIVITY, PRIMARILY IN COMMINGLED FUNDS, WHICH WERE REPORTED IN "OTHER SECURITIES" IN THE PRIOR YEAR.

Schedule E IRS990ScheduleE

FieldValueIRS element (for citing)
Nondiscriminatory Policy StmttrueNondiscriminatoryPolicyStmt
Policy Statement In Brochures EtctruePolicyStatementInBrochuresEtc
Policy Publ Via Broadcast MediatruePolicyPublViaBroadcastMedia
Maint Racial Composition RecordstrueMaintRacialCompositionRecords
Maint Scholarships RecordstrueMaintScholarshipsRecords
Maint Copies Of Brochures EtctrueMaintCopiesOfBrochuresEtc
Maint Copies Of All SolicitationstrueMaintCopiesOfAllSolicitations
Discriminate Race Students RightsfalseDiscriminateRaceStudentsRights
Discriminate Race Admiss PoliciesfalseDiscriminateRaceAdmissPolicies
Discriminate Race Emplmn FacultyfalseDiscriminateRaceEmplmnFaculty
Discriminate Race ScholarshipsfalseDiscriminateRaceScholarships
Discriminate Race Educ PoliciesfalseDiscriminateRaceEducPolicies
Discriminate Race Use Of FcltsfalseDiscriminateRaceUseOfFclts
Discriminate Race Athletic ProgfalseDiscriminateRaceAthleticProg
Discriminate Race Other ActyfalseDiscriminateRaceOtherActy
Government Financial Aid ReceivedtrueGovernmentFinancialAidReceived
Government Financial Aid RevokedfalseGovernmentFinancialAidRevoked
Compliance With Rev Proc7550trueComplianceWithRevProc7550

Form990 Schedule E Part II Form990ScheduleEPartII (3 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
GENERAL INFORMATIONFORM 990, SCHEDULE EEmory 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 POLICYFORM 990, SCHEDULE E, LINE 3All 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, gender, sexual orientation, ethnic or national origin, age, disability, gender identity, gender expression, or veteran's status; and prohibits such discrimination by its students, faculty and staff.
GOVERNMENTAL FINANCIAL AIDFORM 990, SCHEDULE E, LINE 6AThe financial aid or assistance received from a government agency consists of U.S. government advances received for Title IV Student Financial Assistance Programs and Title VII Health and Human Services Student Aid Assistance Programs. Federal, State of Georgia, and City of Atlanta funds are received for various restricted grants, scholarships and contracts.

Schedule F IRS990ScheduleF

FieldValueIRS element (for citing)
Grant Records MaintainedtrueGrantRecordsMaintained

Accts Actvs Out US Table AcctsActvsOutUSTable (41 entries)

RegionRegionType Of Activities ConductedTypeOfActivitiesConductedTotal ExpendituresTotalExpendituresNumber Of OfficesNumberOfOfficesNumber Of EmployeesNumberOfEmployeesSpecific Services ProvidedSpecificServicesProvided
Central America and the CaribbeanInvestments1475016000
Central America and the CaribbeanProgram Services34000010Education
Central America and the CaribbeanProgram Services500001Research
East Asia and the PacificInvestments82947000
East Asia and the PacificInvestments608000INVESTMENT EXPENSES
East Asia and the PacificProgram Services39000016CONFERENCES
East Asia and the PacificProgram Services23200008EDUCATION
East Asia and the PacificProgram Services1400005OFFICIAL TRAVEL
East Asia and the PacificProgram Services113400008RESEARCH
East Asia and the PacificProgram Services1700002RECRUITING
Europe (Including Iceland and Greenland)Investments229164000
Europe (Including Iceland and Greenland)Program Services1600000CONFERENCES
Europe (Including Iceland and Greenland)Program Services1789700131EDUCATION
Europe (Including Iceland and Greenland)Program Services200001RECRUITING
Europe (Including Iceland and Greenland)Program Services123180009RESEARCH
Middle East and North AfricaInvestments2466000
Middle East and North AfricaProgram Services6800002EDUCATION
North AmericaInvestments23703000
North AmericaProgram Services16200001HEALTHCARE
North AmericaProgram Services300001EDUCATION
North AmericaProgram Services64200006RESEARCH
Russia and the Newly Independent StatesProgram Services300001CONFERENCE
Russia and the Newly Independent StatesProgram Services1300003RESEARCH
South AmericaInvestments6715000
South AmericaProgram Services2600000CONFERENCES
South AmericaProgram Services4900001EDUCATION
South AmericaProgram Services5800001HEALTHCARE
South AmericaProgram Services200001RECRUITING
South AmericaProgram Services19000004RESEARCH
South AsiaInvestments22327000
South AsiaInvestments493000INVESTMENT EXPENSE
South AsiaProgram Services34100009EDUCATION
South AsiaProgram Services800001HEALTHCARE
South AsiaProgram Services700002OFFICIAL TRAVEL
South AsiaProgram Services400001RECRUITING
South AsiaProgram Services64700008RESEARCH
Sub-Saharan AfricaInvestments21327724
Sub-Saharan AfricaInvestments30325INVESTMENT EXPENSE
Sub-Saharan AfricaProgram Services5800000EDUCATION
Sub-Saharan AfricaProgram Services4740000160RESEARCH
Europe (Including Iceland and Greenland)Program Services700002official travel
FieldValueIRS element (for citing)
Subtotal Number Of Offices1SubtotalNumberOfOffices
Subtotal Number Of Employees93SubtotalNumberOfEmployees
Cont Number Of Offices1ContNumberOfOffices
Cont Number Of Employees102ContNumberOfEmployees
Total Number Of Offices2TotalNumberOfOffices
Total Number Of Employees195TotalNumberOfEmployees
Subtotal Amount Spent1794783500SubtotalAmountSpent
Cont Amount Spent81556049ContAmountSpent
Total Amount Spent1876339549TotalAmountSpent

Grants To Orgs Outside US GrantsToOrgsOutsideUS (69 entries)

RegionRegionPurpose Of GrantPurposeOfGrantAmount Of Cash GrantAmountOfCashGrantManner Of Cash DisbursementMannerOfCashDisbursementMethod Of ValuationMethodOfValuation
East Asia/PacificResearch/Subcontract39110wireFMV
East Asia/PacificResearch/Subcontract15900wireFMV
East Asia/PacificResearch/Subcontract20000wireFMV
East Asia/PacificResearch/Subcontract9200wireFMV
East Asia/PacificResearch/Subcontract99118wireFMV
East Asia/PacificResearch/Subcontract15202wireFMV
East Asia/PacificResearch/Subcontract22790wireFMV
East Asia/PacificResearch/Subcontract7112wireFMV
East Asia/PacificResearch/Subcontract91676wireFMV
East Asia/PacificResearch/Subcontract291150wireFMV
East Asia/PacificResearch/Subcontract472334wireFMV
East Asia/PacificResearch/Subcontract14040wireFMV
East Asia/PacificResearch/Subcontract13109wireFMV
Europe/Iceland/GreenlandResearch/Subcontract644388wireFMV
Europe/Iceland/GreenlandResearch/Subcontract17840checkFMV
Europe/Iceland/GreenlandResearch/Subcontract139020checkFMV
Europe/Iceland/GreenlandResearch/Subcontract16329wireFMV
Europe/Iceland/GreenlandResearch/Subcontract23163wireFMV
Europe/Iceland/GreenlandResearch/Subcontract45052wireFMV
Europe/Iceland/GreenlandResearch/Subcontract56210wireFMV
Europe/Iceland/GreenlandResearch/Subcontract27712wireFMV
Europe/Iceland/GreenlandResearch/Subcontract40631checkFMV
Europe/Iceland/GreenlandResearch/Subcontract12158checkFMV
Europe/Iceland/GreenlandResearch/Subcontract8526checkFMV
Europe/Iceland/GreenlandResearch/Subcontract148614wireFMV
Middle East/North AfricaResearch/Subcontract26124wireFMV
North AmericaResearch/Subcontract60467checkFMV
North AmericaResearch/Subcontract16700checkFMV
North AmericaResearch/Subcontract161568wireFMV
North AmericaResearch/Subcontract10800checkFMV
North AmericaResearch/Subcontract20040checkFMV
North AmericaResearch/Subcontract32745checkFMV
North AmericaResearch/Subcontract116333checkFMV
North AmericaResearch/Subcontract78685wireFMV
North AmericaResearch/Subcontract38160checkFMV
North AmericaResearch/Subcontract10000checkFMV
North AmericaResearch/Subcontract8969checkFMV
North AmericaResearch/Subcontract65459checkFMV
South AmericaResearch/Subcontract89430wireFMV
South AmericaResearch/Subcontract23052wireFMV
South AmericaResearch/Subcontract8900wireFMV
South AmericaResearch/Subcontract67934wireFMV
South AsiaResearch/Subcontract104950wireFMV
South AsiaResearch/Subcontract441128wireFMV
South AsiaResearch/Subcontract16877wireFMV
South AsiaResearch/Subcontract6017wireFMV
South AsiaResearch/Subcontract8250wireFMV
Sub-Saharan AfricaResearch/Subcontract20405wireFMV
Sub-Saharan AfricaResearch/Subcontract25669wireFMV
Sub-Saharan AfricaResearch/Subcontract50000wireFMV
Sub-Saharan AfricaResearch/Subcontract33637wireFMV
Sub-Saharan AfricaResearch/Subcontract119243wireFMV
Sub-Saharan AfricaResearch/Subcontract201244wireFMV
Sub-Saharan AfricaResearch/Subcontract30100wireFMV
Sub-Saharan AfricaResearch/Subcontract99782wireFMV
Sub-Saharan AfricaResearch/Subcontract237840wireFMV
Sub-Saharan AfricaResearch/Subcontract42379wireFMV
Sub-Saharan AfricaResearch/Subcontract47409wireFMV
Sub-Saharan AfricaResearch/Subcontract34224wireFMV
Sub-Saharan AfricaResearch/Subcontract45573wireFMV
Sub-Saharan AfricaResearch/Subcontract43082wireFMV
Sub-Saharan AfricaResearch/Subcontract159668checkFMV
Sub-Saharan AfricaResearch/Subcontract266675wireFMV
Sub-Saharan AfricaResearch/Subcontract80000wireFMV
Sub-Saharan AfricaResearch/Subcontract77687wireFMV
Sub-Saharan AfricaResearch/Subcontract16127wireFMV
Sub-Saharan AfricaResearch/Subcontract21536wireFMV
Sub-Saharan AfricaResearch/Subcontract53435wireFMV
Sub-Saharan AfricaResearch/Subcontract37047wireFMV
FieldValueIRS element (for citing)
Total Number Of501c3 Orgs62TotalNumberOf501c3Orgs
Total Number Of Other Orgs7TotalNumberOfOtherOrgs
Transfer To Foreign CorptrueTransferToForeignCorp
Interest In Foreign TrustfalseInterestInForeignTrust
Own Foreign CorptrueOwnForeignCorp
Passive Foreign Invest CotruePassiveForeignInvestCo
Foreign PartnershiptrueForeignPartnership
Boycott CountriestrueBoycottCountries

Form990 Schedule F Part V Form990ScheduleFPartV

FieldValueIRS element (for citing)
IdentifierPROCESS FOR MONITORING THE USE OF GRANT FUNDS OUTSIDE THE U.S.Identifier
Return ReferenceFORM 990, SCHEDULE F, PART I, LINE 2ReturnReference
ExplanationEMORY 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. QUARTERLY AND FINAL 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 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.Explanation

Schedule G IRS990ScheduleG

Fundraiser Activity Information FundraiserActivityInformation

FieldValueIRS element (for citing)
Name Of IndividualNONENameOfIndividual
Fundraiser Control Of FundsfalseFundraiserControlOfFunds

Events Information EventsInformation

FieldValueIRS element (for citing)
Name Of Event1A Family AffairNameOfEvent1
Gross Receipts Event1569962GrossReceiptsEvent1
Charitable Contributions Event1527462CharitableContributionsEvent1
Gross Revenue Event142500GrossRevenueEvent1
Rent Facility Costs Event169615RentFacilityCostsEvent1
Other Direct Expenses Event126646OtherDirectExpensesEvent1
Name Of Event2Winship 5KNameOfEvent2
Gross Receipts Event2390353GrossReceiptsEvent2
Charitable Contributions Event2215489CharitableContributionsEvent2
Gross Revenue Event2174864GrossRevenueEvent2
Other Direct Expenses Event2104479OtherDirectExpensesEvent2
Total Number Of Other Events5TotalNumberOfOtherEvents
Gross Receipts Other Events436546GrossReceiptsOtherEvents
Charitable Contrib Other Events272281CharitableContribOtherEvents
Gross Revenue Other Events164265GrossRevenueOtherEvents
Rent Facility Costs Other Events5600RentFacilityCostsOtherEvents
Other Direct Expenses Other Events162502OtherDirectExpensesOtherEvents
Gross Receipts Total1396861GrossReceiptsTotal
Charitable Contributions Total1015232CharitableContributionsTotal
Gross Revenue Total Events381629GrossRevenueTotalEvents
Rent Facility Costs Total Events75215RentFacilityCostsTotalEvents
Other Direct Expenses Total Events293627OtherDirectExpensesTotalEvents
Direct Expense Summary Events368842DirectExpenseSummaryEvents
Net Income Summary12787NetIncomeSummary

Schedule H IRS990ScheduleH

FieldValueIRS element (for citing)
Charity Care PolicytrueCharityCarePolicy
Written PolicytrueWrittenPolicy
Policy Applied To All HospitalsXPolicyAppliedToAllHospitals
FPG Reference Free CaretrueFPGReferenceFreeCare
Pcent200XPcent200
FPG Reference Discounted CaretrueFPGReferenceDiscountedCare
Pcent400XPcent400
Free Disc Care Medically IndigenttrueFreeDiscCareMedicallyIndigent
Amounts Budgeted For Charity CaretrueAmountsBudgetedForCharityCare
Expenses Exceeded BudgetfalseExpensesExceededBudget
Annual Community Benefit ReporttrueAnnualCommunityBenefitReport
Report Publically AvailabletrueReportPublicallyAvailable

Charity Care At Cost CharityCareAtCost

FieldValueIRS element (for citing)
Total Community Benefit Expense45218022TotalCommunityBenefitExpense
Direct Offsetting Revenue0DirectOffsettingRevenue
Net Community Benefit Expense45218022NetCommunityBenefitExpense
Percent Of Total Expense0.01560PercentOfTotalExpense

Unreimbursed Medicaid UnreimbursedMedicaid

FieldValueIRS element (for citing)
Total Community Benefit Expense142187534TotalCommunityBenefitExpense
Direct Offsetting Revenue111054584DirectOffsettingRevenue
Net Community Benefit Expense31132950NetCommunityBenefitExpense
Percent Of Total Expense0.01080PercentOfTotalExpense

Total Charity Care TotalCharityCare

FieldValueIRS element (for citing)
Total Community Benefit Expense187405556TotalCommunityBenefitExpense
Direct Offsetting Revenue111054584DirectOffsettingRevenue
Net Community Benefit Expense76350972NetCommunityBenefitExpense
Percent Of Total Expense0.02640PercentOfTotalExpense

Community Health Services CommunityHealthServices

FieldValueIRS element (for citing)
Total Community Benefit Expense3170622TotalCommunityBenefitExpense
Direct Offsetting Revenue4028DirectOffsettingRevenue
Net Community Benefit Expense3166594NetCommunityBenefitExpense
Percent Of Total Expense0.00110PercentOfTotalExpense

Health Professions Education HealthProfessionsEducation

FieldValueIRS element (for citing)
Total Community Benefit Expense314391388TotalCommunityBenefitExpense
Direct Offsetting Revenue55876826DirectOffsettingRevenue
Net Community Benefit Expense258514562NetCommunityBenefitExpense
Percent Of Total Expense0.08930PercentOfTotalExpense

Subsidized Health Services SubsidizedHealthServices

FieldValueIRS element (for citing)
Total Community Benefit Expense194926195TotalCommunityBenefitExpense
Direct Offsetting Revenue111074484DirectOffsettingRevenue
Net Community Benefit Expense83851711NetCommunityBenefitExpense
Percent Of Total Expense0.02900PercentOfTotalExpense

Research Research

FieldValueIRS element (for citing)
Total Community Benefit Expense447541244TotalCommunityBenefitExpense
Direct Offsetting Revenue0DirectOffsettingRevenue
Net Community Benefit Expense447541244NetCommunityBenefitExpense
Percent Of Total Expense0.15460PercentOfTotalExpense

Cash And In Kind Contributions CashAndInKindContributions

FieldValueIRS element (for citing)
Total Community Benefit Expense357955TotalCommunityBenefitExpense
Direct Offsetting Revenue0DirectOffsettingRevenue
Net Community Benefit Expense357955NetCommunityBenefitExpense
Percent Of Total Expense0.00010PercentOfTotalExpense

Total Other Benefits TotalOtherBenefits

FieldValueIRS element (for citing)
Total Community Benefit Expense960387404TotalCommunityBenefitExpense
Direct Offsetting Revenue166955338DirectOffsettingRevenue
Net Community Benefit Expense793432066NetCommunityBenefitExpense
Percent Of Total Expense0.27410PercentOfTotalExpense

Total Community Benefits TotalCommunityBenefits

FieldValueIRS element (for citing)
Total Community Benefit Expense1147792960TotalCommunityBenefitExpense
Direct Offsetting Revenue278009922DirectOffsettingRevenue
Net Community Benefit Expense869783038NetCommunityBenefitExpense
Percent Of Total Expense0.30050PercentOfTotalExpense

Community Support CommunitySupport

FieldValueIRS element (for citing)
Total Community Building Expense29251TotalCommunityBuildingExpense
Direct Offsetting Revenue0DirectOffsettingRevenue
Net Community Building Expense29251NetCommunityBuildingExpense

Total Total

FieldValueIRS element (for citing)
Total Community Building Expense29251TotalCommunityBuildingExpense
Direct Offsetting Revenue0DirectOffsettingRevenue
Net Community Building Expense29251NetCommunityBuildingExpense
FieldValueIRS element (for citing)
Bad Debt Expense ReportedtrueBadDebtExpenseReported
Bad Debt Expense$73,161,131BadDebtExpenseAmount
Amount Attributable To1463000AmountAttributableTo
Amount Reimbursed By Medicare363466828AmountReimbursedByMedicare
Cost Of Care Reimbursed By Medicare356706796CostOfCareReimbursedByMedicare
Medicare Surplus Or Shortfall6760032MedicareSurplusOrShortfall

Costing Methodology Used CostingMethodologyUsed

FieldValueIRS element (for citing)
Cost To Charge RatioXCostToChargeRatio
FieldValueIRS element (for citing)
Written Debt Collection PolicytrueWrittenDebtCollectionPolicy
Provision For Charity CaretrueProvisionForCharityCare
Number Of Hospital Facilities2NumberOfHospitalFacilities

Form990 Schedule H Part V Section A Form990ScheduleHPartVSectionA (2 entries)

Facility NumberFacilityNumberAddress Line1Address/AddressLine1CityAddress/CityStateAddress/StateZIP CodeAddress/ZIPCodeWebsite AddressWebsiteAddressLicensed HospitalLicensedHospitalGeneral Medical And SurgicalGeneralMedicalAndSurgicalTeaching HospitalTeachingHospitalResearch FacilityResearchFacilityEr24 HoursEr24Hours
EMORY UNIVERSITY HOSPITAL
11364 CLIFTON ROAD NEATLANTAGA30322http://www.emoryhealthcare.orgXXXXX
EMORY UNIVERSITY HOSPITAL MIDTOWN
2550 PEACHTREE STREET NEATLANTAGA30308http://www.emoryhealthcare.orgXXXXX

Form990 Schedule H Part V Section B Form990ScheduleHPartVSectionB (2 entries)

CHNA ConductedCHNAConductedCommunity DefinitionCommunityDefinitionCommunity DemographicsCommunityDemographicsExisting ResourcesExistingResourcesHow Data ObtainedHowDataObtainedCommunity Health NeedsCommunityHealthNeedsOther Health IssuesOtherHealthIssuesIdentifying ProcessIdentifyingProcessConsulting ProcessConsultingProcessInformation GapsInformationGapsOtherOtherNeeds Assessment ConductedNeedsAssessmentConductedTake Into AccountTakeIntoAccountOther FacilitiesOtherFacilitiesCHNA Widely AvailableCHNAWidelyAvailableOwn WebsiteOwnWebsiteOn RequestOnRequestOther MethodOtherMethodAdopt Implement StrategyAdoptImplementStrategyPrioritize Health NeedsPrioritizeHealthNeedsAll Needs AddressedAllNeedsAddressedOrganization Incur Excise TaxOrganizationIncurExciseTaxEligibility Criteria ExplainedEligibilityCriteriaExplainedUses FPG FreeUsesFPGFreeFPG Free PercentFPGFreePercentUses FPG DiscountedUsesFPGDiscountedFPG Discount PercentFPGDiscountPercentExplains BasisExplainsBasisIncome LevelIncomeLevelMedical IndigencyMedicalIndigencyInsurance StatusInsuranceStatusExplains Application MethodExplainsApplicationMethodIncludes Publicity MeasuresIncludesPublicityMeasuresPosted On WebsitePostedOnWebsitePosted In Emergency RoomPostedInEmergencyRoomPosted In Admission OfficePostedInAdmissionOfficeProvided On AdmissionProvidedOnAdmissionAvailable On RequestAvailableOnRequestOther PublicityOtherPublicityActions On NonpaymentActionsOnNonpaymentCollection ActivitiesCollectionActivitiesNotify Upon AdmissionNotifyUponAdmissionNotify Before DischargeNotifyBeforeDischargeNotified All PatientsNotifiedAllPatientsDocumented DeterminationDocumentedDeterminationNondiscrim Emergency Care PolicyNondiscrimEmergencyCarePolicyMedicare RateMedicareRateAmounts Generally BilledAmountsGenerallyBilledGross ChargesGrossCharges
EMORY UNIVERSITY HOSPITAL
trueXXXXXXXXXX13truetruetrueXXXXXtruefalsetruetrue200.true400.trueXXXtruetrueXXXXXXtruefalseXXXXtrueXfalsefalse
EMORY UNIVERSITY HOSPITAL MIDTOWN
trueXXXXXXXXXX13truetruetrueXXXXXtruefalsetruetrue200.true400.trueXXXtruetrueXXXXXXtruefalseXXXXtrueXfalsefalse

Form990 Schedule H Part V Section C Form990ScheduleHPartVSectionC

FieldValueIRS element (for citing)
Number Of Other Facilities3NumberOfOtherFacilities

Other Facilities OtherFacilities (3 entries)

Address Line1Address/AddressLine1CityAddress/CityStateAddress/StateZIP CodeAddress/ZIPCodeFacility TypeFacilityType
EMORY AUTISM CENTER
1551 SHOOP CTDECATURGA30033DIAGNOSTSIC EVALUATION
FACULTY STAFF ASSISTANCE PROGRAM
1762 CLIFTON RDATLANTAGA30322FACULTY AND STAFF HEALTHCARE
STUDENT HEALTH & COUNSELING SERVICES
1525 CLIFTON RDATLANTAGA30322STUDENT HEALTHCARE

Form990 Schedule H Part VI Form990ScheduleHPartVI (18 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
FPG ELIGIBILITYPART I, LINE 3CNOT APPLICABLE
COMMUNITY BENEFIT REPORTPART I, LINE 6AEMORY 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 -2013/INDEX.HTML
SUBSIDIZED HEALTH SERVICESPART I, LINE 7GEMORY UNIVERSITY HAS INCLUDED $50,751,209 (ATTRIBUTABLE TO PURCHASED SERVICES FROM THE EMORY CLINIC, INC.) AS PART OF THE REPORTED SUBSIDIZED HEALTH SERVICES TOTAL ON PART I, LINE 7G.
PERCENT OF TOTAL EXPENSEPART I LINE 7, COLUMN FIN 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 $73,161,131, THE TOTAL PROVISION FOR BAD DEBTS INCLUDED IN THAT NUMBER.
FINANCIAL ASSISTANCE AND CERTAIN OTHER COMMUNITY BENEFITSPART I, LINE 7EMORY 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 SAINT JOSEPH'S TRANSLATIONAL RESEARCH INSTITUTE, 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 $25.7 MILLION IN UNCOMPENSATED PATIENT CARE TO GRADY IN FY 2013. 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 $42.2 MILLION FOR THIS PURPOSE IN FY 2013. EMORY ALSO PROVIDES 66% 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 -2013/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 -2013/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 -2013/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 PATIENT'S 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 THREE 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 IT'S OTHER ICUS, ALSO HAS A CASE-MIX INDEX THAT IS CONSIDERABLY HIGHER THAN THAT OF MOST COMMUNITY HOSPITALS. THIS HOSPITAL CONTINUES TO BE IN THE TOP 17 OF HIGHEST CASE-MIX INDEX OF HOSPITALS IN THE UNIVERSITY HEALTH SYSTEM CONSORTIUM DATABASE. 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.
FOOTNOTE TO FINANCIAL STATEMENTSPART III, SECTION A, LINE 4THE 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.
COSTING METHODOLOGYPART III, SECTION B, LINE 8TO 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.
DEBT COLLECTION POLICYPART III, SECTION B, LINE 9BCREDIT/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.
FACILITY INFORMATIONPART VEMORY UNIVERSITY HOSPITAL AND EMORY UNIVERSITY HOSPITAL MIDTOWN ARE DIRECTLY CONTROLLED OPERATING DIVISIONS OF EMORY UNIVERSITY.
NEEDS ASSESSMENTPART VI, LINE 2EMORY 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.
PATIENT EDUCATION OF ELIGIBILITY FOR ASSISTANCEPART V, LINE 14G AND PART VI, LINE 3CHARITY CARE POLICY, FINANCIAL ASSISTANCE POLICY AND FINANCIAL ASSISTANCE APPLICATIONS ARE DISCUSSED WITH PATIENTS DURING THE FINANCIAL SCREENING PROCESS. 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.
COMMUNITY INFORMATIONPART VI, LINE 4AS 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.
PROMOTION OF COMMUNITY HEALTHPART VI, LINE 5FOR MORE INFORMATION PLEASE SEE "COMMUNITY" AS FOUND AT HTTP://WWW.EMORYHEALTHCARE.ORG/COMMUNITY/INDEX.HTML
AFFILIATED HEALTH CARE SYSTEMPART VI, LINE 6EMORY 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.
COMMUNITY HEALTH NEEDS ASSESSMENT - INPUT FROM COMMUNITYPART V, SECTION B, LINE 1J AND LINE 3To 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
COMMUNITY HEALTH NEEDS ASSESSMENT - HOSPITALS INCLUDEDPART V, SECTION B, LINE 4THE 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
COMMUNITY HEALTH NEEDS ASSESSMENT - AVAILABLE TO PUBLICPART V, SECTION B, LINE 5CThe Community Health Needs Assessment was made widely available to the community and shared with organizations including Georgia Department of Community Health, Georgia Department of Public Health, Rollins School of Public Health, American Cancer Society, United Way of Greater Atlanta, Saint Joseph's Mercy Care Services, Visiting Nurse Health Systems, VistaCare Hospice, Gwinnett Sexual Assault Center & Children's Advocacy Center, Good Shepherd Clinic, The Drake House, DeKalb Community Service Board, City of John's Creek Police Department, Clayton County Board of Health, Area Agency on Aging with Atlanta Regional Commission, and additional groups.
STATE FILING OF COMMUNITY BENEFIT REPORT990 SCHEDULE H, PART VIGA,

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records MaintainedtrueRecordsMaintained

Recipient Table RecipientTable (208 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEIN Of RecipientEINOfRecipientIRC SectionIRCSectionAmount Of Cash GrantAmountOfCashGrantPurpose Of GrantPurposeOfGrantAmount Of Non Cash AssistanceAmountOfNonCashAssistanceMethod Of ValuationMethodOfValuationDescription Of Non Cash AssistanceDescriptionOfNonCashAssistance
ABT ASSOCIATES INC
PO BOX 84-5586BOSTONMA02284042347643N/A61832Research/Subcontract
AHS HOSPITAL CORP DBA ATLANTIC HEALTH
PO BOX 48328NEWARKNJ07101521958352501(c)(3)11100Research/Subcontract
AID ATLANTA INC
1605 PEACHTREE ST NEATLANTAGA30308581537967501(c)(3)37001Research/Subcontract
ajc Decatur Book Festival
PO Box 337DecaturGA30031208669575501(c)(3)15000DONATION
ALBANY AREA PRIMARY HEALTH CARE INC
204 N WESTOVER BLVDALBANYGA31707581344015GOVT108615Research/Subcontract
ALBERT EINSTEIN COLLEGE OF MEDICINE
1300 Morris Park AveBRONXNY10461131624225501(c)(3)80202Research/Subcontract
American Association History of Medicine
509 N 12th StRichmondVA23298136160847501(c)(3)7500SPONSORSHIP
ARKIN CONSULTING
1733 CANTON LANEMARIETTAGA30062000000000N/A6995Research/Subcontract
ASSOCIATION OF IMMUNIZATION MANAGERS
620 HUNGERFORD DR STE 29ROCKVILLEMD20850522346043501(c)(3)5919Research/Subcontract
ATLANTA RESEARCH & EDUCATION
1670 CLAIRMONT ROAD 151FATLANTAGA30033581857346501(c)(3)12597Research/Subcontract
BACON COUNTY BOARD OF EDUCATION
102 WEST 4TH STALMAGA31510000000000GOVT10000Research/Subcontract
BANYAN BIOMARKERS
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660 SOUTH EUCLIDST LOUISMO63110430653611501(c)(3)446206Research/Subcontract
WEST VIRGINIA UNIVERSITY
PO BOX 6105MORGANTOWNWV26506556000842501(c)(3)43477Research/Subcontract
WESTAT
PO BOX 1004ROCKVILLEMD20850840529566N/A169878Research/Subcontract
YALE UNIVERSITY
P O Box 2038NEW HAVENCT06521060646973501(c)(3)1253687Research/Subcontract
FieldValueIRS element (for citing)
Total Nbr Of501 C3 And Govt Grants199TotalNbrOf501C3AndGovtGrants
Total Nbr Of Other Organizations21TotalNbrOfOtherOrganizations

Form990 Schedule I Part III Form990ScheduleIPartIII

FieldValueIRS element (for citing)
Type Of GrantEmory University Educational AssistanceTypeOfGrant
Number Of Recipients9256NumberOfRecipients
Amount Of Cash Grant198854155AmountOfCashGrant

Form990 Schedule I Part IV Form990ScheduleIPartIV

FieldValueIRS element (for citing)
IdentifierMONITORING THE USE OF GRANTSIdentifier
Return ReferenceSCHEDULE I, PART I, LINE 2ReturnReference
ExplanationEmory 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.Explanation

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
First Class Or Charter TravelXFirstClassOrCharterTravel
Travel For CompanionsXTravelForCompanions
Idemnification Gross Up PaymentsXIdemnificationGrossUpPayments
Housing Allowance Or ResidenceXHousingAllowanceOrResidence
Club Dues Or FeesXClubDuesOrFees
Written Policy Re T And E ExpensestrueWrittenPolicyReTAndEExpenses
Substantiation RequiredtrueSubstantiationRequired
Compensation CommitteeXCompensationCommittee
Independent ConsultantXIndependentConsultant
Form990 Of Other OrganizationsXForm990OfOtherOrganizations
Compensation SurveyXCompensationSurvey
Board Or Committee ApprovalXBoardOrCommitteeApproval
Severance PaymentfalseSeverancePayment
Supplemental Nonqual Retire PlantrueSupplementalNonqualRetirePlan
Equity Based Comp ArrangementfalseEquityBasedCompArrangement
Comp Based On Revenue Of Filing OrgfalseCompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related OrgsfalseCompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing OrgfalseCompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate OrgsfalseCompBasedNetEarningsRelateOrgs
Any Non Fixed PaymentstrueAnyNonFixedPayments
Initial Contract ExceptionfalseInitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII (28 entries)

TitleTitleBase Compensation Filing OrgBaseCompensationFilingOrgComp Based On Related OrgsCompBasedOnRelatedOrgsBonus Filing OrgBonusFilingOrgBonus Related OrgsBonusRelatedOrgsOther Compensation Filing OrgOtherCompensationFilingOrgOther Compensation Related OrgsOtherCompensationRelatedOrgsDeferred Comp Filing OrgDeferredCompFilingOrgDeferred Comp Related OrgsDeferredCompRelatedOrgsNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgNontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgsTotal Compensation Filing OrgTotalCompensationFilingOrgTotal Compensation Related OrgsTotalCompensationRelatedOrgsComp Report Prior990 Filing OrgCompReportPrior990FilingOrgComp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs
Wright Caughman MD
EVP-Health Affairs63834936246002574386973540263218500022860162994944466179000
Susan Cruse
SVP-Dev/Alum Relations457293000535830225000158680549244000
John L Ford
SVP-Campus Life2214150000019283073510248049000
Michael ME Johns MD
Chancellor428957000386000225150149760505048000
Earl Lewis
EVP-Academic Affairs597109000308610225000203510670821000
Rosemary M Magee
VP-University Secretary29928500000225000222230344008000
Michael J Mandl
EVP-Business/Admin834242010000000010064301548301050368000
Ajay Nair
SVP-Campus Life135935010000000012477087410257153000
Stephen D Sencer
SVP-General Counsel3958920202500171000225000237450479487000
Claire E Sterk
EVP-Academic Affairs3830030000022500060500411553000
James W Wagner
President88864000060349020110207061801220709000
Robert J Bachman
CEO-Emory University Hospital3302571000006975370980175004500319078237037393312712600
Mary L Cahill
VP-Investments and CIO5906140308044031500016485601937401114388000
Robin Forman
Dean37357800000207000196980413976000
John T Fox
CEO-Emory Healthcare566331556995038239447952446635410000185243711155468100842300
Susan M Grant
Chief Nursing Officer350476100000834592423104150005299064591486737435816142000
Christian P Larsen MD
Dean5695651841981000008050028175432350003596998869668929222900
Thomas J Lawley MD
Dean72898200143033395463038004046341126381116615432600
Dane Peterson
CEO-Emory Hospital Midtown32760110000069753161930150004500390601486735328013965300
John M Rhee MD
Physician0425048013970490157601615002641599016414185384700
Shervin Oskouei MD
Physician049062508383470156521618002641685116444136147500
John Xerogeanes MD
Physician055543007594300160891606002641684516324134779400
James Roberson MD
Physician22360942273005396717937023199400103751353254003100077700
Robert W Bruce Jr MD
Physician683905809610596834282331217074054261208390918121319000
Gary S Hauk
VP/Deputy to President21972001500000029980034880268188000
Robert A Paul
Former Dean39516800000225000157110433379000
Fred Sanfillipo MD
Former EVP-Health Affairs31676700000225000204390359706000
Ron Sauder
VP-Communications26739200000225000144450304337000

Form990 Schedule J Part III Form990ScheduleJPartIII (5 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
QUESTIONS REGARDING COMPENSATIONSCHEDULE J, PART I, LINE 1AFirst 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 $30,903. 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 $7,308 John T. Fox $6,302
ESTABLISHING COMPENSATIONSCHEDULE J, PART I, LINE 3The President's compensation is recommended by the Executive Compensation and Trustees' Conflict of Interest Committee of the EMORY UNIVERSITY Board of Trustees, comprised 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.
NON-QUALIFIED RETIREMENT PLANSCHEDULE J, PART I, LINE 4BCertain 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 Mary L. Cahill $31,500 Wright Caughman $46,448 Susan Cruse $22,680 Earl Lewis $30,150 Stephen D. Sencer $17,100 James W. Wagner $57,871
NON-FIXED PAYMENTSSCHEDULE J, PART I, LINE 7Gary S. Hauk received a $15,000 performance bonus. Stephen D. Sencer received a $20,250 performance bonus. Mary Cahill, Emory University's Chief Investment Officer, participates in an incentive plan that has a deferred component. In 2012, Ms.Cahill earned an incentive award of $355,891. $213,535 of the incentive award was distributed in 2012, as described below, and $142,356 of the incentive award was deferred. This deferred portion of the incentive award vests in part in 2013 and in part in 2014 and is subject to a substantial risk of forfeiture. In 2012, Ms. Cahill vested in and received a distribution of incentive compensation of $308,044, which was composed of deferred incentive awards from 2010 and 2011, as well as $213,535 of the incentive award that was earned in 2012.
SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLANSchedule J, Part II, Column CFor purposes of retention, Emory University made a contribution of $195,000 to Wright Caughman's 457(f) deferred compensation account, which is not vested and is subject to a substantial risk of forfeiture. For purposes of retention, Emory made a contribution of $500,000 to John T. Fox's 457(f) deferred compensation account, which is not vested and is subject to a substantial risk of forfeiture. 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.

Schedule K IRS990ScheduleK

Form990 Schedule K Part I Form990ScheduleKPartI (4 entries)

Bond ReferenceBondReferenceCdIssuer EINIssuerEINCUSIP NumberCUSIPNumberDate IssuedDateIssuedIssue PriceIssuePriceDescription Of PurposeDescriptionOfPurposeDefeasedDefeasedOn Behalf Of IssuerOnBehalfOfIssuerPool FinancingPoolFinancing
PRIVATE COLLEGES AND UNIVERSITIES AUTHORITY
A58140778074265LSF62005-08-04168534643SEE PART V - 2005Atruefalsefalse
PRIVATE COLLEGES AND UNIVERSITIES AUTHORITY
B58140778074265LSJ82005-08-04250000000SEE PART V - 2005Bfalsefalsefalse
PRIVATE COLLEGES AND UNIVERSITIES AUTHORITY
C58140778074265LTD02005-08-25281575000SEE PART V - 2005Cfalsefalsefalse
PRIVATE COLLEGES AND UNIVERSITIES AUTHORITY
D58140778074265LTV02008-06-19328058432SEE PART V - 2008ABCfalsefalsefalse

Form990 Schedule K Part II Form990ScheduleKPartII (4 entries)

Bond ReferenceBondReferenceCdAmount RetiredAmountRetiredAmount Bond DefeasedAmountBondDefeasedTotal ProceedsTotalProceedsAmount In Reserve FundAmountInReserveFundCapitalized InterestCapitalizedInterestRefunding EscrowRefundingEscrowIssuance Costs From ProceedsIssuanceCostsFromProceedsCredit EnhancementCreditEnhancementWorking Capital ExpendituresWorkingCapitalExpendituresCapital ExpendituresCapitalExpendituresOther Spent ProceedsOtherSpentProceedsAmount UnspentAmountUnspentYear Of Subst CompletionYearOfSubstCompletionCurrent RefundingCurrentRefundingAdvance RefundingAdvanceRefundingFinal Allocation MadeFinalAllocationMadeAdequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind
A546950001573000016853710000167537809996834002457002002truetruetruetrue
B0025000230700249212532787468002307002005falsetruetruetrue
C15742500002876091460323853656620000168429500266066315002007truefalsetruetrue
D198225000033029969101121011487603750181097800229674849002011truefalsetruetrue

Form990 Schedule K Part III Form990ScheduleKPartIII (4 entries)

Bond ReferenceBondReferenceCdPrcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthersPercentage Of Prvt Business Re UBIPercentageOfPrvtBusinessReUBITotal Private Business UseTotalPrivateBusinessUseNon Qualified Bond Remed ProcdrsNonQualifiedBondRemedProcdrsOwning Bond Financed PropertyOwningBondFinancedPropertyAny Lease ArrangementsAnyLeaseArrangementsMngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprtyEngage Bond Counsel ContractsEngageBondCounselContractsAny Research AgreementsAnyResearchAgreementsEngage Bond Counsel ResearchEngageBondCounselResearchBond Iss Meet Prvt Security Pay TestBondIssMeetPrvtSecurityPayTestChange In Use Bond Financed PropChangeInUseBondFinancedPropPrcntge Bond Financed PropPrcntgeBondFinancedPropRemedial Action TakenRemedialActionTaken
A0.000000.000000.00000true
B0.000000.000000.00000true
C0.002000.000000.00200truefalsetruetruefalsetruefalsefalsefalse0.00000false
D0.005000.000000.00500truefalsetruetruefalsetruefalsefalsefalse0.00000false

Form990 Schedule K Part IV Form990ScheduleKPartIV (4 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledRebate Not Due YetRebateNotDueYetException To RebateExceptionToRebateNo Rebate DueNoRebateDueVariable Rate IssueVariableRateIssueHedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecdsGross Proceeds Invested In GICGrossProceedsInvestedInGICBusiness Name Line1NameOfGICProvider/BusinessNameLine1Gross Proceeds InvestedGrossProceedsInvestedWritten Proc To Monitor ReqsWrittenProcToMonitorReqsTerm Of HedgeTermOfHedgeSuperintegrated HedgeSuperintegratedHedgeHedge TerminatedHedgeTerminatedTerm Of GICTermOfGICRegulatory Safe Harbor SatisfiedRegulatorySafeHarborSatisfied
0
Afalsefalsefalsetruefalsefalsefalse0truetrue
UBS & CITIGROUP
Bfalsefalsefalsetruetruetruefalse0truetrue31.falsefalse
UBS & CITIGROUP
CfalsefalsetruetruetruetruetrueTRANSAMERICA OCCIDENfalsetrue31.falsefalse1.4true
0
Dfalsefalsefalsetruetruefalsefalse0falsetrue

Form990 Schedule K Part V Form990ScheduleKPartV (4 entries)

Bond ReferenceBondReferenceCdProc To Undertk Corrective ActionProcToUndertkCorrectiveAction
Atrue
Btrue
Ctrue
Dtrue

Form990 Schedule K Part VI Form990ScheduleKPartVI

FieldValueIRS element (for citing)
IdentifierFORM 990, SCHEDULE K, PART VIIdentifier
Return ReferenceSEE SCHEDULE O FOR SUPPLEMENTAL INFORMATION RELATED TO SCHEDULE KReturnReference

Schedule K IRS990ScheduleK

Form990 Schedule K Part I Form990ScheduleKPartI (4 entries)

Bond ReferenceBondReferenceCdIssuer EINIssuerEINCUSIP NumberCUSIPNumberDate IssuedDateIssuedIssue PriceIssuePriceDescription Of PurposeDescriptionOfPurposeDefeasedDefeasedOn Behalf Of IssuerOnBehalfOfIssuerPool FinancingPoolFinancing
PRIVATE COLLEGES AND UNIVERSITIES AUTHORITY
A58140778074265LVR62009-05-13253121397SEE PART V - 2009Bfalsefalsefalse
PRIVATE COLLEGES AND UNIVERSITIES AUTHORITY
B58140778074265LXF02009-07-2399790294SEE PART V - 2009Cfalsefalsefalse
PRIVATE COLLEGES AND UNIVERSITIES AUTHORITY
C58140778074272RAA42010-08-1827730000SEE PART V - 2010CPfalsefalsefalse
PRIVATE COLLEGES AND UNIVERSITIES AUTHORITY
D58140778074265LYF92011-08-23238277766SEE PART V - 2011Afalsefalsefalse

Form990 Schedule K Part II Form990ScheduleKPartII (4 entries)

Bond ReferenceBondReferenceCdAmount RetiredAmountRetiredAmount Bond DefeasedAmountBondDefeasedTotal ProceedsTotalProceedsAmount In Reserve FundAmountInReserveFundCapitalized InterestCapitalizedInterestRefunding EscrowRefundingEscrowIssuance Costs From ProceedsIssuanceCostsFromProceedsCredit EnhancementCreditEnhancementWorking Capital ExpendituresWorkingCapitalExpendituresCapital ExpendituresCapitalExpendituresOther Spent ProceedsOtherSpentProceedsAmount UnspentAmountUnspentYear Of Subst CompletionYearOfSubstCompletionCurrent RefundingCurrentRefundingAdvance RefundingAdvanceRefundingFinal Allocation MadeFinalAllocationMadeAdequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind
A2332000002531284510110345821014200018760720040006921002011truefalsetruetrue
B009979207400989350008417330015341002009truefalsetruetrue
C2180000002773000000277300000000002013truefalsetruetrue
D00238277766002366685011609265000002011truetruetruetrue

Form990 Schedule K Part III Form990ScheduleKPartIII (4 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyAny Lease ArrangementsAnyLeaseArrangementsMngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprtyEngage Bond Counsel ContractsEngageBondCounselContractsAny Research AgreementsAnyResearchAgreementsEngage Bond Counsel ResearchEngageBondCounselResearchPrcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthersPercentage Of Prvt Business Re UBIPercentageOfPrvtBusinessReUBITotal Private Business UseTotalPrivateBusinessUseBond Iss Meet Prvt Security Pay TestBondIssMeetPrvtSecurityPayTestChange In Use Bond Financed PropChangeInUseBondFinancedPropPrcntge Bond Financed PropPrcntgeBondFinancedPropRemedial Action TakenRemedialActionTakenNon Qualified Bond Remed ProcdrsNonQualifiedBondRemedProcdrs
Afalsetruetruefalsetruefalse0.021000.000000.02100falsefalse0.00000falsetrue
Bfalsetruetruefalsetruefalse0.005000.000000.00500falsefalse0.00000falsetrue
Cfalsetruetruefalsetruefalse0.005000.000000.00500falsefalse0.00000falsetrue
Dfalsetruetruefalsetruefalse0.003000.00300falsefalse0.00000falsetrue

Form990 Schedule K Part IV Form990ScheduleKPartIV (4 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledRebate Not Due YetRebateNotDueYetException To RebateExceptionToRebateNo Rebate DueNoRebateDueVariable Rate IssueVariableRateIssueHedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecdsGross Proceeds Invested In GICGrossProceedsInvestedInGICBusiness Name Line1NameOfGICProvider/BusinessNameLine1Gross Proceeds InvestedGrossProceedsInvestedWritten Proc To Monitor ReqsWrittenProcToMonitorReqs
0
Afalsetruefalsefalsefalsefalsefalse0falsetrue
0
Bfalsetruefalsefalsefalsefalsefalse0falsetrue
0
Cfalsetruefalsefalsetruefalsefalse0falsetrue
0
Dfalsetruefalsefalsefalsefalsefalse0falsetrue

Form990 Schedule K Part V Form990ScheduleKPartV (4 entries)

Bond ReferenceBondReferenceCdProc To Undertk Corrective ActionProcToUndertkCorrectiveAction
Atrue
Btrue
Ctrue
Dtrue

Schedule K IRS990ScheduleK

Form990 Schedule K Part I Form990ScheduleKPartI (2 entries)

Bond ReferenceBondReferenceCdIssuer EINIssuerEINCUSIP NumberCUSIPNumberDate IssuedDateIssuedIssue PriceIssuePriceDescription Of PurposeDescriptionOfPurposeDefeasedDefeasedOn Behalf Of IssuerOnBehalfOfIssuerPool FinancingPoolFinancing
PRIVATE COLLEGES AND UNIVERSITIES AUTHORITY
A58140778074265LA572013-08-15214792974SEE PART V - 2013Afalsefalsefalse
PRIVATE COLLEGES AND UNIVERSITIES AUTHORITY
B58140778074265LA732013-08-15192965000SEE PART V - 2013BCfalsefalsefalse

Form990 Schedule K Part II Form990ScheduleKPartII (2 entries)

Bond ReferenceBondReferenceCdAmount RetiredAmountRetiredAmount Bond DefeasedAmountBondDefeasedTotal ProceedsTotalProceedsAmount In Reserve FundAmountInReserveFundCapitalized InterestCapitalizedInterestRefunding EscrowRefundingEscrowIssuance Costs From ProceedsIssuanceCostsFromProceedsCredit EnhancementCreditEnhancementWorking Capital ExpendituresWorkingCapitalExpendituresCapital ExpendituresCapitalExpendituresOther Spent ProceedsOtherSpentProceedsAmount UnspentAmountUnspentCurrent RefundingCurrentRefundingAdvance RefundingAdvanceRefundingFinal Allocation MadeFinalAllocationMadeAdequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind
A00214792974005896842613235460056971110097529892truetruefalsetrue
B0019296500000157425000864592006859869027815539truefalsefalsetrue

Form990 Schedule K Part III Form990ScheduleKPartIII (2 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyAny Lease ArrangementsAnyLeaseArrangementsMngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprtyAny Research AgreementsAnyResearchAgreementsPrcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthersPercentage Of Prvt Business Re UBIPercentageOfPrvtBusinessReUBITotal Private Business UseTotalPrivateBusinessUseBond Iss Meet Prvt Security Pay TestBondIssMeetPrvtSecurityPayTestChange In Use Bond Financed PropChangeInUseBondFinancedPropPrcntge Bond Financed PropPrcntgeBondFinancedPropRemedial Action TakenRemedialActionTakenNon Qualified Bond Remed ProcdrsNonQualifiedBondRemedProcdrs
Afalsefalsefalsefalse0.000000.000000.00000falsefalse0.00000falsetrue
Bfalsefalsefalsefalse0.000000.000000.00000falsefalse0.00000falsetrue

Form990 Schedule K Part IV Form990ScheduleKPartIV (2 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledRebate Not Due YetRebateNotDueYetException To RebateExceptionToRebateNo Rebate DueNoRebateDueVariable Rate IssueVariableRateIssueHedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecdsGross Proceeds Invested In GICGrossProceedsInvestedInGICBusiness Name Line1NameOfGICProvider/BusinessNameLine1Gross Proceeds InvestedGrossProceedsInvestedWritten Proc To Monitor ReqsWrittenProcToMonitorReqs
0
Afalsetruefalsefalsefalsefalsefalse0truetrue
0
Bfalsetruefalsefalsetruefalsefalse0falsetrue

Form990 Schedule K Part V Form990ScheduleKPartV (2 entries)

Bond ReferenceBondReferenceCdProc To Undertk Corrective ActionProcToUndertkCorrectiveAction
Atrue
Btrue

Schedule L IRS990ScheduleL

Form990 Schedule L Part IV Form990ScheduleLPartIV

Name Of Interested Person NameOfInterestedPerson

FieldValueIRS element (for citing)
Name PersonSEE PART VNamePerson

Form990 Schedule L Part V Form990ScheduleLPartV

FieldValueIRS element (for citing)
IdentifierBUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONSIdentifier
Return ReferencePART IVReturnReference
Explanation(A) AMN HEALTHCARE, INC. (B) DIRECTOR IS CURRENT OFFICER (C) $2,557,236 (D) STAFFING AND MANAGED SERVICES (E) NO REVENUE SHARING (A) ACCLARENT (B) DIRECTOR OF PARENT IS CURRENT OFFICER (C) $284,024 (D) MEDICAL SUPPLIES (E) NO REVENUE SHARING (A) BAXTER HEALTHCARE INTERNATIONAL, INC. (B) DIRECTOR IS TRUSTEE (C) $5,189,940 (D) MEDICAL SUPPLIES (E) NO REVENUE SHARING (A) BLACK ROCK, INC. (B) MANAGING DIRECTOR, CIO, FUNDAMENTAL FIXED INCOME PORTFOLIO OFFICER IS TRUSTEE (C) $965,088 (D) INVESTMENT MANAGEMENT FEES (E) NO REVENUE SHARING (A) COCA COLA COMPANY, THE (B) CHAIRMAN OF THE BOARD & CEO IS TRUSTEE; OFFICER IS TRUSTEE (C) $747,461 (D) BEVERAGE PRODUCTS (E) NO REVENUE SHARING (A) DATEX OHMEDA (B) VICE CHAIRMAN OF PARENT IS TRUSTEE (C) $559,782 (D) MEDICAL SUPPLIES (E) NO REVENUE SHARING (A) DEPUY (B) DIRECTOR OF PARENT IS CURRENT OFFICER (C) $3,345,069 (D) MEDICAL SUPPLIES (E) NO REVENUE SHARING (A) GE HEALTHCARE & MEDICAL SYSTEMS (B) VICE CHAIRMAN IS TRUSTEE (C) $26,613,038 (D) MEDICAL SUPPLIES & EQUIPMENT (E) NO REVENUE SHARING (A) GEORGIA NATURAL GAS (B) DIRECTOR OF PARENT IS TRUSTEE (C) $164,934 (D) UTILITY PROVIDER (E) NO REVENUE SHARING (A) GEORGIA POWER COMPANY (B) DIRECTOR OF PARENT IS TRUSTEE (C) $27,994,045 (D) UTILITY PROVIDER (E) NO REVENUE SHARING (A) GODDARD FUND (B) DIRECTOR IS TRUSTEE (C) $166,299 (D) INVESTMENT (E) NO REVENUE SHARING (A) HYATT LEGAL PLANS, INC. (B) PRESIDENT & CEO OF PARENT IS TRUSTEE (C) $427,829 (D) EMPLOYEE LEGAL PLAN (E) NO REVENUE SHARING (A) JOHNSON & JOHNSON (B) DIRECTOR IS CURRENT OFFICER (C) $9,692,485 (D) MEDICAL SUPPLIES (E) NO REVENUE SHARING (A) MENTOR WORLDWIDE, LLC (B) DIRECTOR OF PARENT IS CURRENT OFFICER (C) $319,792 (D) MEDICAL SUPPLIES (E) NO REVENUE SHARING (A) METLIFE, INC (B) PRESIDENT & CEO OF PARENT IS TRUSTEE (C) $3,243,513 (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) $582,742 (D) PEST CONTROL SERVICES (E) NO REVENUE SHARING (A) SEIX INVESTMENT ADVISORS, LLC (B) DIRECTOR OF PARENT IS TRUSTEE (C) $839,118 (D) INVESTMENT MANAGEMENT FEES (E) NO REVENUE SHARING (A) STAPLES, INC. (B) DIRECTOR IS TRUSTEE (C) $4,094,793 (D) OFFICE SUPPLIES (E) NO REVENUE SHARING (A) SUNTRUST BANKS, INC. (B) DIRECTOR IS TRUSTEE (C) $507,209 (D) FEES (E) NO REVENUE SHARING (A) UNITED PARCEL SERVICE (B) SENIOR VICE PRESIDENT IS TRUSTEE (C) $133,297 (D) SHIPPING FEES (E) NO REVENUE SHARING (A) VISTAKON (B) DIRECTOR OF PARENT IS CURRENT OFFICER (C) $194,096 (D) MEDICAL SUPPLIES (E) NO REVENUE SHARING (A) MARY BALL (B) FAMILY MEMBER OF OFFICER (C) $24,342 (D) EMPLOYEE (E) NO REVENUE SHARING (A) WILLIAM CASTLE (B) FAMILY MEMBER OF TRUSTEE (C) $156,822 (D) EMPLOYEE (E) NO REVENUE SHARING (A) KIRK ELIFSON (B) FAMILY MEMBER OF OFFICER (C) $191,253 (D) EMPLOYEE (E) NO REVENUE SHARING (A) DAVID GOLDSMITH (B) FAMILY MEMBER OF KEY EMPLOYEE (C) $49,939 (D) EMPLOYEE (E) NO REVENUE SHARING (A) MICHAEL M. JOHNS (B) FAMILY MEMBER OF OFFICER (C) $311,491 (D) EMPLOYEE (E) NO REVENUE SHARING (A) JOHN HARDMAN (B) FAMILY MEMBER OF TRUSTEE (C) $389,376 (D) EMPLOYEE (E) NO REVENUE SHARING (A) JOHN LAWLEY (B) FAMILY MEMBER OF KEY EMPLOYEE (C) $100,000 (D) EMPLOYEE (E) NO REVENUE SHARING (A) LESLIE LAWLEY (B) FAMILY MEMBER OF KEY EMPLOYEE (C) $203,693 (D) EMPLOYEE (E) NO REVENUE SHARING (A) RACHEL LAWLEY (B) FAMILY MEMBER OF KEY EMPLOYEE (C) $58,631 (D) EMPLOYEE (E) NO REVENUE SHARING (A) MEGAN LAWLEY (B) FAMILY MEMBER OF KEY EMPLOYEE (C) $49,939 (D) EMPLOYEE (E) NO REVENUE SHARING (A) JANET SANFILIPPO (B) FAMILY MEMBER OF FORMER OFFICER (C) $114,999 (D) EMPLOYEE (E) NO REVENUE SHARING (A) ANN SENCER (B) FAMILY MEMBER OF OFFICER (C) $103,892 (D) EMPLOYEE (E) NO REVENUE SHARINGExplanation

Schedule M IRS990ScheduleM

Works Of Art WorksOfArt

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions11NumberOfContributions
Noncash Contribs Rptd F990294373NoncashContribsRptdF990
Method Of Determining RevenuesAPPRAISEDMethodOfDeterminingRevenues
FieldValueIRS element (for citing)
Art Historical TreasuresArtHistoricalTreasures
Art Fractional InterestArtFractionalInterest

Books And Publications BooksAndPublications

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Noncash Contribs Rptd F990383036NoncashContribsRptdF990
Method Of Determining RevenuesAPPRAISEDMethodOfDeterminingRevenues

Clothing And Household Goods ClothingAndHouseholdGoods

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Noncash Contribs Rptd F9905012NoncashContribsRptdF990
Method Of Determining RevenuesMARKET VALUEMethodOfDeterminingRevenues
FieldValueIRS element (for citing)
Cars And Other VehiclesCarsAndOtherVehicles
Boats And PlanesBoatsAndPlanes
Intellectual PropertyIntellectualProperty

Securities Publicly Traded SecuritiesPubliclyTraded

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions132NumberOfContributions
Noncash Contribs Rptd F99082238213NoncashContribsRptdF990
Method Of Determining RevenuesMARKET QUOTATIONMethodOfDeterminingRevenues
FieldValueIRS element (for citing)
Securities Closely Held StockSecuritiesCloselyHeldStock
Securities Prtnrshp Trust IntrstsSecuritiesPrtnrshpTrustIntrsts
Securities MiscellaneousSecuritiesMiscellaneous
Qualified Contrib Hist StructQualifiedContribHistStruct
Qualified Contrib OtherQualifiedContribOther
Real Estate ResidentialRealEstateResidential
Real Estate CommercialRealEstateCommercial
Real Estate OtherRealEstateOther

Collectibles Collectibles

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions2NumberOfContributions
Noncash Contribs Rptd F9902434NoncashContribsRptdF990
Method Of Determining RevenuesAPPRAISEDMethodOfDeterminingRevenues
FieldValueIRS element (for citing)
Food InventoryFoodInventory

Drugs And Medical Supplies DrugsAndMedicalSupplies

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions3NumberOfContributions
Noncash Contribs Rptd F99024762NoncashContribsRptdF990
Method Of Determining RevenuesMARKET VALUEMethodOfDeterminingRevenues
FieldValueIRS element (for citing)
TaxidermyTaxidermy

Historical Artifacts HistoricalArtifacts

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions16NumberOfContributions
Noncash Contribs Rptd F9902204369NoncashContribsRptdF990
Method Of Determining RevenuesAPPRAISEDMethodOfDeterminingRevenues
FieldValueIRS element (for citing)
Scientific SpecimensScientificSpecimens
Archaeological ArtifactsArchaeologicalArtifacts
Number Of8283 Received17NumberOf8283Received
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeld
Review Process Unusual NC GiftstrueReviewProcessUnusualNCGifts
Third Parties UsedtrueThirdPartiesUsed

Form990 Schedule M Part II Form990ScheduleMPartII

FieldValueIRS element (for citing)
IdentifierUSE OF THIRD PARTIESIdentifier
Return ReferenceFORM 990, SCHEDULE M, PART 1, LINE 32BReturnReference
ExplanationEMORY 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.Explanation

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (14 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
MISSION STATEMENTFORM 990, PART III, LINE 1EMORY 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.
PROGRAM SERVICE ACCOMPLISHMENTSFORM 990, PART III, LINE 44a 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 14,000 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 20th among national universities in 2012 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 15th 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 2013, it was ranked one of "America's Best Hospitals" and 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 2013 and for 14 of the past 15 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 $26.8 million in charity care during the current fiscal year. The Hospital has 699 licensed beds, of which 120 are located at Emory University Orthopedic and Spine Hospital, and 1,167 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 -2013/charity/index.html. 4c Emory University Hospital Midtown: Since 1908, an Atlanta teaching hospital offering a myriad of patient care, education and research initiatives. It was ranked the fourth best hospital in Georgia in 2013 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 $19.4 million in charity care during the current fiscal year. Emory University Hospital Midtown has 475 licensed beds and 1,546 licensed physicians on staff. The current Community Benefits Report is published at http://whsc.emory.edu/home/publications/health-sciences/community-benefits -2013/charity/index.html.
FAMILY OR BUSINESS RELATIONSHIPSFORM 990, PART VI, LINE 2(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) KEY EMPLOYEE THOMAS J. LAWLEY AND TRUSTEE GARY W. ROLLINS HAVE A BUSINESS RELATIONSHIP. (5) OFFICER MICHAEL M.E. JOHNS AND TRUSTEE GARY W. ROLLINS HAVE A BUSINESS RELATIONSHIP. (6) TRUSTEES BEN F. JOHNSON, III AND C. ROB HENRIKSON HAVE A BUSINESS RELATIONSHIP. (7) TRUSTEES MUHTAR KENT AND JAVIER GOIZUETA HAVE A BUSINESS RELATIONSHIP.
PROVISION OF 990 TO GOVERNING BODYFORM 990, PART VI, QUESTION 11BPRIOR 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.
CONFLICT OF INTEREST POLICYFORM 990, PART VI, QUESTION 12CEMORY UNIVERSITY'S CONFLICT OF INTEREST POLICY REQUIRES CERTAIN INDIVIDUALS TO DISCLOSE PARTICIPATION IN ACTIVITIES OR CIRCUMSTANCES THAT MAY PRESENT A CONFLICT OF INTEREST ON AN ANNUAL BASIS OR IF AT ANY TIME SUCH INDIVIDUAL BECOMES AWARE OF CIRCUMSTANCES THAT MAY PRESENT A CONFLICT OF INTEREST. THESE DISCLOSURES ARE REVIEWED BY THE EXECUTIVE COMPENSATION AND TRUSTEES' CONFLICT OF INTEREST COMMITTEES 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 CONFLICT OF INTEREST 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.
DETERMINATION OF COMPENSATIONFORM 990, PART VI, LINE 15EMORY 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 COMPILED BY INDEPENDENT CONSULTING FIRMS FROM COMPARABLE RESEARCH 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.
AVAILABILITY OF DOCUMENTS TO THE PUBLICFORM 990, PART VI, QUESTION 19EMORY UNIVERSITY MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND ITS FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC VIA ITS WEBSITE.
OTHER CHANGES IN NET ASSETSPART XI, LINE 9, RECONCILIATION OF NET ASSETSAdjustment to annuities payable 851,723 Defeasemnet of debt (942,176) Change in fair value of derivative instruments 115,758,572 Adjustment to Post-Retirement Benefit Plan 13,448,000 Nonoperating adjustment to receivables and reserves 20,862,647 Cumulative effect of change in accounting 35,597,000 Transfer of net assets to consolidated affiliates 6,715,655 TOTAL OTHER CHANGES IN NET ASSETS 192,291,421
FORMERLY REPORTED OFFICERSFORM 990, PART VII, SECTION AGARY 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. BASED ON THE UNIVERSITY BYLAWS, POSITIONS BELOW SENIOR VICE PRESIDENT ARE NOT OFFICERS OF THE ORGANIZATION.
PURPOSE AND ISSUE DATE OF REFUNDED ISSUESFORM 990, SCHEDULE K, PART I. COLUMN (F)A: 2005A - DEBT REFUNDING: 12/02/92 (1992A); 03/18/93 (1993A); 05/26/94 (1994A); 11/21/95 (1995A); 08/07/97 (1997A); 09/17/97 (1997C); 08/11/98 (1998A); 09/29/99 (1999A); AND 08/16/00 (2000A) B: 2005B - DEBT REFUNDING: 08/07/97(1997A); 09/17/97 (1997C); 08/11/98 (1998A); 09/29/99 (1999A); 08/16/00 (2000A); AND 10/10/01 (2001A) C: 2005C - NEW FACILITY CONSTRUCTION AND DEBT REFUNDING: 05/26/94 (1994A); 11/21/95 (1995A); 09/17/97 (1997C); 09/29/99 (1999A); 08/16/00 (2000A); 08/16/00 (2000B); 10/10/01 (2001B); AND 10/17/02 (2002B) D: 2008ABC - NEW FACILITY CONSTRUCTION AND DEBT REFUNDING: 08/07/97 (1997A); AND 04/18/07 (2007CP) E: 2009B - NEW FACILITY CONSTRUCTION AND DEBT REFUNDING: 08/16/00 (2000B); 10/10/01 (2001B); 10/17/02 (2002B); AND 03/10/09 & 03/24/09 (2007CP) F: 2009C - DEBT REFUNDING: 06/19/08 (2008A) G: 2010CP - DEBT REFUNDING: 08/11/98 (1998A); 09/29/99 (1999A); 08/16/00 (2000A),AND 04/18/07 (2007CP) H: 2011A - DEBT REFUNDING: 10/10/01 (2001A); 10/17/02 (2002A); AND 06/19/08 (2008B) I: 2013A - NEW FACILITY CONSTRUCTION AND DEBT REFUNDING: 10/17/02 (2002a); 09/04/10 (2010CP); 08/04/05 (2005A); 08/25/05 (2005C) J: NEW FACILITY CONSTRUCTION AND DEBT REFUNDING: 08/25/05 (2005C)
TOTAL PROCEEDS OF ISSUEFORM 990, SCHEDULE K, PART II, COLUMN (E), LINE 3The Part I, Column (e) "issue price" does not agree with the Part II, line 3 "Total proceeds of issue" for certain bonds due to the inclusion of investment earnings on the proceeds accounts. The cumulative investment earnings included in Part II, line 3 are as follows: Private Colleges and Universities CUSIP # 74265LSF6 (2005A) $2,457 Private Colleges and Universities CUSIP # 74265LSJ8 (2005B) $2,307 Private Colleges and Universities CUSIP # 74265LTD0 (2005C) $6,034,146 Private Colleges and Universities CUSIP # 74265LTV0 (2008ABC) $2,241,259 Private Colleges and Universities CUSIP # 74265LVR6 (2009B) $7,054 Private Colleges and Universities CUSIP # 74265LXF0 (2009C) $1,780
REFUNDING OF PRE-2003 ISSUESFORM 990, SCHEDULE K, PART III, PRIVATE BUSINESS USEBOND ISSUES 2005A AND 2005B WERE USED ENTIRELY TO REFUND PRE-2003 BOND ISSUES. AS SUCH, PART III, PRIVATE BUSINESS USE, DOES NOT APPLY.
FOREIGN BANK ACCOUNT REPORTINGFORM 990, PART V, LINE 4B - FOREIGN COUNTRIESCHINA DENMARK ETHIOPIA INDIA INDONESIA JAPAN KOREA, DEMOCRATIC PEOPLE'S REPUBLIC (NORTH) MALAYSIA PHILIPPINES SPAIN TAIWAN R.O.C. THAILAND TURKEY UNITED KINGDOM
FORM 990, SCHEDULE K, LINE 2CREBATE COMPUTATIONS PERFORMEDISSUE 2005A - 08/04/10 ISSUE 2005B - 09/01/06; 09/01/11 ISSUE 2005C - 02/25/06; 02/25/07; 08/25/10 ISSUE 2008ABC - 06/19/12

Schedule R IRS990ScheduleR

Form990 Schedule R Part I Form990ScheduleRPartI (5 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesLegal Domicile StateLegalDomicileStateTotal IncomeTotalIncomeEOY AssetsEOYAssetsBusiness Name Line1DirectControllingEntityName/BusinessNameLine1
GOIZUETA BUSINESS SCHOOL STUDENT INVEST
201 DOWMAN DRIVEATLANTAGA30322580566256INVESTMENTSGA209291347807NA
GOIZUETA BUSINESS SCHOOL REAL ESTATE
201 DOWMAN DRATLANTAGA30322261718943INVESTMENTSGA-48323797NA
EMORY UNIVERSITY STUDENT HEALTH COUNSEL
201 DOWMAN DRIVEATLANTAGA30322271119602HEALTHCAREGA192560330129NA
ROSE ACQUISITIONS LLC
201 DOWMAN DRIVEATLANTAGA30322454889158INVESTMENTSGA-415853877045364NA
EMORY INTEGRATED HEALTH SERVICES LLC
201 DOWMAN DRIVEATLANTAGA30322580566256HEALTH CLAIMSGA00NA

Form990 Schedule R Part II Form990ScheduleRPartII (16 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesLegal Domicile StateLegalDomicileStateExempt Code SectionExemptCodeSectionPublic Charity StatusPublicCharityStatusBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Controlled OrgControlledOrg
EMORY MEDICAL CARE FOUNDATION INC
1648 PIERCE DRIVEATLANTAGA30322581537752MED MGMTGA501(c)(3)9NAfalse
EMORY HEALTHCARE INC
201 DOWMAN DRIVEATLANTAGA30322582137993MED MGMTGA501(c)(3)11.aNAfalse
THE EMORY CLINIC INC
1365 CLIFTON ROADATLANTAGA30322582030692HEALTHCAREGA501(C)(3)9NAfalse
EMORY MEDICAL LABORATORIES INC
201 DOWMAN DRIVEATLANTAGA30322010553460HEALTHCAREGA501(c)(3)3EMORY HEALTHfalse
WESLEY WOODS CENTER OF EMORY UNIVERSITY
1821 CLIFTON ROADATLANTAGA30322581529366HEALTHCAREGA501(c)(3)3EMORY HEALTHfalse
EMORY-CHILDREN'S CENTER INC
201 DOWMAN DRIVEATLANTAGA30322582298500HEALTHCAREGA501(c)(3)9EMORY HEALTHfalse
LUTHER C FISCHER FOUNDATION
550 PEACHTREE STATLANTAGA30308581052508HEALTHCAREGA501(c)(3)11.aNAfalse
EMORY UNIV HOSPITAL MIDTWON AUXILIARY
550 PEACHTREE STATLANTAGA30308586035386HEALTHCAREGA501(c)(3)11.ANAfalse
Emory University Post-Retirement Benefit
1599 Clifton Road NEAtlantaGA30322582087692VEBAGA501(c)(9)N/ANAfalse
Emory Healthcare Post-Retirement Benefit
1440 Clifton Road NEAtlantaGA30322900180674VEBAGA501(c)(9)N/AEMORY HEALTHfalse
EMORY INNOVATIONS INC
201 DOWMAN DRIVEATLANTAGA30322455372942RESEARCHGA501(c)(3)11ANAfalse
EMORYSAINT JOSEPH'S INC
1440 CLIFTON RD NE SUTIE 400ATLANTAGA30322452721833HEALTHCAREGA501(c)(3)4EMORY HEALTHfalse
SAINT JOSEPH'S HOSPITAL OF ATLANTA INC
5673 PTREE Dunwoody RDATLANTAGA30342580566257HOSPITALGA501(c)(3)3EMORYST JOSfalse
ST JOSEPH'S TRANSLATIONAL RESEARCH INST
5673 PTREE DunwoodY RDATLANTAGA30342800079841RESEARCHGA501(c)(3)4EMORYST JOSfalse
EHI DEFINED RETIREMENT PLAN TRUST
1440 CLIFTON ROAD NEATLANTAGA30322020689035DB PLANGA501(c)(9)N/AEMORY HEALTHfalse
WESLEY WOODS LONG TERM HOSPITAL INC
1821 CLIFTON ROAD NEATLANTAGA30329582311078HEALTHCAREGA501(C)(3)3NAfalse

Form990 Schedule R Part IV Form990ScheduleRPartIV (7 entries)

Address Line1AddressForeign/AddressLine1CityAddressForeign/CityProvince Or StateAddressForeign/ProvinceOrStateCountryAddressForeign/CountryPrimary ActivityPrimaryActivityLegal Domicile Foreign CountryLegalDomicileForeignCountryBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Type Of EntityTypeOfEntityShare Of Total IncomeShareOfTotalIncomeShare Of EOY AssetsShareOfEOYAssetsPercentage OwnershipPercentageOwnershipControlled OrgControlledOrgAddress Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINLegal Domicile StateLegalDomicileState
CLIFTON CASUALTY INSURANCE COMPANY LTD
Box 1051GT George TownGrand CaymanCayman IslandsVIInsuranceCJEMORY HEALTHC CORP69409231354200551.00000false
NORTHLAKE REGIONAL PHYSICIANS CENTER
MEDICAL BLDGEMORY UNIVC CORP195872625380.93000false2850 PACES FERRY ROAD SUTIE 1140ATLANTAGA30339581850529GA
CHARITABLE REMAINER TRUSTS (46)
CHARITABLE TREMORY UNIVTRUSTfalse201 DOWMAN DRIVEATLANTAGA30322GA
POOLED INCOME FUND (1)
INCOME FUNDEMORY UNIVTRUSTfalse201 DOWMAN DRIVEATLANTAGA30322GA
ACTX INC
MEDICAL RESEAST JOS TRANSLATC CORP-26841000000.77000false5673 PEACHTREE DUNWOODY RDATLANTAGA30342830345672GA
SAINT JOSEPH'S SERVICE CORPORATION
PHARMACYEMORYST JOSC CORP-83096501.00000false5673 PEACHTREE DUNWOODY RDATLANTAGA30342581750815GA
SAINT JOSEPH'S REAL ESTATE MGMT CORP
RE MANAGEMENTST JOS SERVICEC CORP175061701.00000false5673 PEACHTREE DUNWOODY RDATLANTAGA30342581657768GA
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents RoyaltiesfalseReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other OrgfalseGiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other OrgfalseGiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other OrgfalseLoansOrGuaranteesFromOtherOrg
Sale Of Assets To Other OrgfalseSaleOfAssetsToOtherOrg
Purchase Of Assets From Other OrgfalsePurchaseOfAssetsFromOtherOrg
Exchange Of AssetsfalseExchangeOfAssets
Rental Of Facilities To Other OrgsfalseRentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other OrgsfalseRentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other OrgsfalsePerformOfServicesForOtherOrgs
Perform Of Services By Other OrgsfalsePerformOfServicesByOtherOrgs
Sharing Of FacilitiestrueSharingOfFacilities
Sharing Of Paid EmployeesfalseSharingOfPaidEmployees
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrg
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrg
Other Transfer To Other OrgtrueOtherTransferToOtherOrg
Other Transfer From Other OrgtrueOtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable (4 entries)

Transaction TypeTransactionTypeAmount InvolvedAmountInvolvedMethod Of Amt DeterminationMethodOfAmtDetermination
EMORY HEALTHCARE INC
s3310878FMV
EMORY-CHILDREN'S CENTER INC
s3325391FMV
THE EMORY CLINIC INC
s47843181FMV
THE EMORY CLINIC INC
r27237433FMV

Form990 Schedule R Part VII Form990ScheduleRPartVII

FieldValueIRS element (for citing)
IdentifierTRANSACTIONS WITH RELATED ORGANIZATIONSIdentifier
Return ReferenceFORM 990, SCHEDULE R, PART VReturnReference
ExplanationAll transfers to and from Emory University and related organizations were cash transactions and therefore the method used for determining the amount involved was based on U.S. dollars.Explanation