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EMORY UNIVERSITY: Form 990, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
EMORY UNIVERSITY (EIN 58-0566256)
Tax period
2011-09-01 to 2012-08-31
Filed
2013-07-12
IRS object ID
201341939349300634
Schema version
2011v1.5
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)
Timestamp2013-07-12T10:56:11-05:00Timestamp
Tax Period End Date2012-08-31TaxPeriodEndDate

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 Date2011-09-01TaxPeriodBeginDate

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
CityATLANTACity
StateGAState
ZIP Code30322ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameEdith C MurphreeName
TitleVP FinanceTitle
Date Signed2013-07-09DateSigned
Authorize Third PartytrueAuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
Phone3362753394Phone
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

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 Receipts3145937435GrossReceipts
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 Body45NbrVotingMembersGoverningBody
Nbr Independent Voting Members34NbrIndependentVotingMembers
Total Nbr Employees21279TotalNbrEmployees
Total Nbr Volunteers6180TotalNbrVolunteers
Total Gross UBI2924512TotalGrossUBI
Net Unrelated Business Txbl Income-7156541NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year597623779ContributionsGrantsPriorYear
Contributions Grants Current Year650230364ContributionsGrantsCurrentYear
Program Service Revenue Prior Year1978143527ProgramServiceRevenuePriorYear
Program Service Revenue CY2088486874ProgramServiceRevenueCY
Investment Income Prior Year479419659InvestmentIncomePriorYear
Investment Income Current Year387336580InvestmentIncomeCurrentYear
Other Revenue Prior Year29681251OtherRevenuePriorYear
Other Revenue Current Year19446538OtherRevenueCurrentYear
Total Revenue Prior Year3084868216TotalRevenuePriorYear
Total Revenue Current Year3145500356TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year237278731GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY246139512GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year1446159604SalariesEtcPriorYear
Salaries Etc Current Year1503387508SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year13750TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year18998174TotalFundrsngExpCurrentYear
Other Expense Prior Year1073983851OtherExpensePriorYear
Other Expenses Current Year1105140432OtherExpensesCurrentYear
Total Expenses Prior Year2757435936TotalExpensesPriorYear
Total Expenses Current Year2854667452TotalExpensesCurrentYear
Revenues Less Expenses Prior Year327432280RevenuesLessExpensesPriorYear
Revenues Less Expenses CY290832904RevenuesLessExpensesCY
Total Assets BOY9779880221TotalAssetsBOY
Total Assets EOY10376925738TotalAssetsEOY
Total Liabilities BOY3230385863TotalLiabilitiesBOY
Total Liabilities EOY3531693818TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY6549494358NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY6845231920NetAssetsOrFundBalancesEOY
Info In Schedule O Part IIIXInfoInScheduleOPartIII
Mission DescriptionSEE SCHEDULE OMissionDescription
Significant New Program ServicesfalseSignificantNewProgramServices
Significant ChangefalseSignificantChange
Expense1459860361Expense
Grants246139512Grants
Revenue734210045Revenue
DescriptionSEE SCHEDULE ODescription

Activity2 Activity2

FieldValueIRS element (for citing)
Expense688077463Expense
Revenue790680744Revenue
DescriptionSEE SCHEDULE ODescription

Activity3 Activity3

FieldValueIRS element (for citing)
Expense506026212Expense
Revenue563596085Revenue
DescriptionSEE SCHEDULE ODescription
FieldValueIRS element (for citing)
Total Program Service Expense2653964036TotalProgramServiceExpense
Described In501 C3trueDescribedIn501C3
Schedule B RequiredtrueScheduleBRequired
Political ActivitiesfalsePoliticalActivities
Lobbying ActivitiestrueLobbyingActivities
Subject To Proxy TaxfalseSubjectToProxyTax
Donor Advised FundsfalseDonorAdvisedFunds
Conservation EasementsfalseConservationEasements
Collections Of ArttrueCollectionsOfArt
Credit CounselingtrueCreditCounseling
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 With109622283NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup WitholdingtrueComplianceWithBackupWitholding
Number Of Employees21279NumberOfEmployees
Employment Tax Returns FiledtrueEmploymentTaxReturnsFiled
Unrelated Business IncometrueUnrelatedBusinessIncome
Form990-T FiledtrueForm990-TFiled
Foreign Financial AccounttrueForeignFinancialAccount
Name Of Foreign CountryETNameOfForeignCountry
Name Of Foreign CountryINNameOfForeignCountry
Name Of Foreign CountryIDNameOfForeignCountry
Name Of Foreign CountryKSNameOfForeignCountry
Name Of Foreign CountryMYNameOfForeignCountry
Name Of Foreign CountrySPNameOfForeignCountry
Name Of Foreign CountryTWNameOfForeignCountry
Name Of Foreign CountryTHNameOfForeignCountry
Name Of Foreign CountryTUNameOfForeignCountry
Name Of Foreign CountryUKNameOfForeignCountry
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 Members45NbrVotingGoverningBodyMembers
Number Independent Voting Members34NumberIndependentVotingMembers
Family Or Business RelationshiptrueFamilyOrBusinessRelationship
Delegation Of Management DutiesfalseDelegationOfManagementDuties
Changes To Organizing DocstrueChangesToOrganizingDocs
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
FieldValueIRS element (for citing)
Info In Schedule O Part VIIXInfoInScheduleOPartVII

Form990 Part VII Section A Form990PartVIISectionA (71 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationOfficerOfficerKey EmployeeKeyEmployeeHighest Compensated EmployeeHighestCompensatedEmployeeFormerFormer
J David Allen
Trustee3.0X000
Kathelen Amos
Trustee3.0X000
Facundo L Bacardi
Trustee2.0X000
Ellen A Bailey
Trustee5.0X000
Thomas D Bell Jr
Trustee4.0X000
Arthur M Blank
Trustee1.0X000
Henry L Bowden Jr
Trustee6.0X000
Susan A Cahoon
Trustee3.0X000
G Lindsey Davis
Trustee5.0X000
Walter M Deriso Jr
Trustee7.0X000
James L Ferman Jr
Trustee4.0X000
Russell R French
Trustee2.0X000
James R Gavin III
Trustee4.0X000
John T Glover
Trustee4.0X000
Robert C Goddard III
Trustee4.0X000
Javier Goizueta
Trustee1.0X000
Laura J Hardman
Trustee5.0X000
C Rob Henrikson
Trustee6.0X000
M Douglas Ivester
Trustee6.0X000
Charles Jenkins Jr
Trustee2.0X000
Ben F Johnson III
Trustee8.0X000
Ruth J Katz
Trustee4.0X000
Muhtar Kent
Trustee1.0X000
Jonathan K Layne
Trustee3.0X000
Steven Lipstein
Trustee2.0X000
Teri Plummer McClure
Trustee3.0X000
John F Morgan
Trustee7.0X000
George D Overend
Trustee2.0X000
J Neal Purcell
Trustee6.0X000
Wendell S Reilly
Trustee6.0X000
John G Rice
Trustee2.0X000
Rick M Rieder
Trustee3.0X000
Teresa M Rivero
Trustee5.0X000
Katherine T Rohrer
Trustee3.0X000
Gary W Rollins
Trustee3.0X000
Diane W Savage
Trustee4.0X000
Jeffrey H Schwartz
Trustee2.0X000
Leah Ward Sears
Trustee2.0X000
Lynn H Stahl
Trustee4.0X000
James E Swanson Sr
Trustee3.0X000
Mary Virginia Taylor
Trustee2.0X000
Chilton D Varner
Trustee6.0X000
William C Warren IV
Trustee3.0X000
B Michael Watson
Trustee1.0X000
William H Willimon
Trustee2.0X000
Wright Caughman MD
EVP-Health Affairs35.0905676469864194525X
Susan Cruse
SVP-Dev/Alum Relations65.0419478043480X
John L Ford
SVP-Campus Life65.0286576032478X
Michael ME Johns MD
Chancellor65.0539289037345X
Earl Lewis
EVP-Academic Affairs65.0612828039980X
Rosemary M Magee
VP-University Secretary65.0279930043626X
Michael J Mandl
EVP-Finance/Admin65.08727220115197X
Ajay Nair
SVP-Campus Life65.0000X
Stephen D Sencer
SVP-General Counsel65.0392215041669X
James W Wagner
President80.09310970269536X
Robert J Bachman
CEO-Emory University Hospital60.02906668849399341X
Mary L Cahill
VP-Investments and CIO60.0799322040417X
Robin Forman
Dean60.0400648037499X
John T Fox
CEO-Emory Healthcare26.016868671076960635707X
Susan M Grant
Chief Nursing Officer47.034381311863495643X
Thomas J Lawley MD
Dean43.075774121466583491X
Dane Peterson
CEO-Emory Hospital Midtown60.027803110252180860X
John M Rhee MD
Physician0161318931266X
Shervin Oskouei MD
Physician0136961331683X
John Xerogeanes MD
Physician0136162832275X
James Roberson MD
Physician21.043860879774334823X
Robert W Bruce Jr MD
Physician5.0102008102548735947X
Gary S Hauk
VP/Deputy to President60.0237194027218X
Fred Sanfilippo MD
Dir, Healthcare Innovation Prg36.045486930086979825X
Ron Sauder
VP-Communications60.0250998035663X
Robert APaul
Dean60.0391408036513X
FieldValueIRS element (for citing)
Total Reportable Comp From Org11671984TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs8539666TotalReportableCompFrmRltdOrgs
Total Other Compensation2236007TotalOtherCompensation
Number Individuals GT100 K1050NumberIndividualsGT100K
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 100KENNESAWGA30144CONTRACTING6612153
GAY CONSTRUCTION COMPANY
2907 LOG CABIN DRIVESMYRNAGA30080CONTRACTING6444162
FIRST TRANSIT
1880 JOHNSON ROAD AATLANTAGA30306SHUTTLE SERVICES4950248
NEW SOUTH CONSTRUCTION CO
1132 WEST PEACHTREET STREETATLANTAGA30309CONTRACTING3973334
SURGICAL OPERATIONAL SERVICES INC
505 COMMERCE PARK DRIVEMARIETTAGA30060MEDICAL SERVICES3433564
FieldValueIRS element (for citing)
Number Of Contractors GT100 K257NumberOfContractorsGT100K
Fundraising Events1264034FundraisingEvents
Government Grants505119262GovernmentGrants
All Other Contributions143847068AllOtherContributions
Noncash Contributions65543332NoncashContributions
Total Contributions650230364TotalContributions

Program Service Revenue ProgramServiceRevenue (5 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncomeUnrelated Business RevenueUnrelatedBusinessRevenue
TUITION AND FEES611600512679808512679808
HOSPITAL AND MEDICAL SERVICES62410014539065201453906520
AUXILIARY OPERATIONS6116006308686463086864
INDEPENDENT OPERATIONS72111022137956192134442924512
EDUCATIONAL AND ATHLETIC EVENTS6116003667572636675726
FieldValueIRS element (for citing)
Total Program Service Revenue2088486874TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column107191637TotalRevenueColumn
Exclusion$107,191,637ExclusionAmount

Income From Invest Bond Proceeds IncomeFromInvestBondProceeds

FieldValueIRS element (for citing)
Total Revenue Column142TotalRevenueColumn
Exclusion$142ExclusionAmount

Royalties Revenue RoyaltiesRevenue

FieldValueIRS element (for citing)
Total Revenue Column5759549TotalRevenueColumn
Exclusion$5,759,549ExclusionAmount

Gross Rents GrossRents

FieldValueIRS element (for citing)
Real2283706Real

Rental Income Or Loss RentalIncomeOrLoss

FieldValueIRS element (for citing)
Real2283706Real

Net Rental Income Or Loss NetRentalIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column2283706TotalRevenueColumn
Exclusion$2,283,706ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities291662175Securities
Other-11517374Other

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities291662175Securities
Other-11517374Other

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column280144801TotalRevenueColumn
Exclusion$280,144,801ExclusionAmount
FieldValueIRS element (for citing)
Gross Income Fundraising Events258003GrossIncomeFundraisingEvents
Cntrbtns Rprtd Fundraising Events1264034CntrbtnsRprtdFundraisingEvents
Fundraising Direct Expenses437079FundraisingDirectExpenses

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

FieldValueIRS element (for citing)
Total Revenue Column-179076TotalRevenueColumn
Exclusion-$179,076ExclusionAmount

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 ADMINISTRATION6117101236559$1,236,559
CONCESSIONS/SERVICES61171010154475$10,154,475
NETWORK AND COMMUNICATIONS611710191325$191,325
FieldValueIRS element (for citing)
Total Other Revenue11582359TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column3145500356TotalRevenueColumn
Related Or Exempt Function Income2085562362RelatedOrExemptFunctionIncome
Unrelated Business Revenue2924512UnrelatedBusinessRevenue
Exclusion$406,783,118ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total44974192Total
Program Services44974192ProgramServices

Grants To Domestic Individuals GrantsToDomesticIndividuals

FieldValueIRS element (for citing)
Total193080655Total
Program Services193080655ProgramServices

Foreign Grants ForeignGrants

FieldValueIRS element (for citing)
Total8084665Total
Program Services8084665ProgramServices

Benefits To Members BenefitsToMembers

FieldValueIRS element (for citing)
Total0Total

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total10431090Total
Program Services5541441ProgramServices
Management And General4427949ManagementAndGeneral
Fundraising461700Fundraising

Comp Disqual Persons CompDisqualPersons

FieldValueIRS element (for citing)
Total1086110Total
Program Services999221ProgramServices
Management And General86889ManagementAndGeneral

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total1031329120Total
Program Services952877952ProgramServices
Management And General68404405ManagementAndGeneral
Fundraising9966763Fundraising

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total93049492Total
Program Services85605533ProgramServices
Management And General6513464ManagementAndGeneral
Fundraising930495Fundraising

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total278152440Total
Program Services255900245ProgramServices
Management And General19470671ManagementAndGeneral
Fundraising2781524Fundraising

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total89339256Total
Program Services82192116ProgramServices
Management And General6253748ManagementAndGeneral
Fundraising893393Fundraising

Fees For Services Management FeesForServicesManagement

FieldValueIRS element (for citing)
Total14497419Total
Program Services14497419ProgramServices

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total6883286Total
Program Services5781960ProgramServices
Management And General1032493ManagementAndGeneral
Fundraising68833Fundraising

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total592034Total
Management And General592034ManagementAndGeneral

Fees For Services Lobbying FeesForServicesLobbying

FieldValueIRS element (for citing)
Total167464Total
Management And General167464ManagementAndGeneral

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total0Total

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total19078570Total
Management And General19078570ManagementAndGeneral

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total74271235Total
Program Services41591892ProgramServices
Management And General31936631ManagementAndGeneral
Fundraising742712Fundraising

Advertising Advertising

FieldValueIRS element (for citing)
Total3564393Total
Program Services3386173ProgramServices
Management And General178220ManagementAndGeneral

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total82977730Total
Program Services81318176ProgramServices
Management And General829777ManagementAndGeneral
Fundraising829777Fundraising

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total4801938Total
Program Services3889570ProgramServices
Management And General864349ManagementAndGeneral
Fundraising48019Fundraising

Royalties Royalties

FieldValueIRS element (for citing)
Total1629Total
Program Services1629ProgramServices

Occupancy Occupancy

FieldValueIRS element (for citing)
Total69859400Total
Program Services61476272ProgramServices
Management And General7684534ManagementAndGeneral
Fundraising698594Fundraising

Travel Travel

FieldValueIRS element (for citing)
Total26272733Total
Program Services22069096ProgramServices
Management And General2627273ManagementAndGeneral
Fundraising1576364Fundraising

Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials

FieldValueIRS element (for citing)
Total0Total

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total16862171Total
Program Services16862171ProgramServices

Interest Interest

FieldValueIRS element (for citing)
Total65491086Total
Program Services62216532ProgramServices
Management And General3274554ManagementAndGeneral

Payments To Affiliates PaymentsToAffiliates

FieldValueIRS element (for citing)
Total0Total

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total178745234Total
Program Services172234175ProgramServices
Management And General6511059ManagementAndGeneral

Insurance Insurance

FieldValueIRS element (for citing)
Total0Total

Other Expenses OtherExpenses (4 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneral
EDUCATIONAL3451797734517977
MEDICAL447675352447675352
PROVISION FOR BAD DEBTS5718962357189623
ADMINISTRATIVE16911581691158

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total2854667452Total
Program Services2653964037ProgramServices
Management And General181625242ManagementAndGeneral
Fundraising18998174Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY490313983BOY
EOY622549732EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
BOY175168536BOY
EOY156646640EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY539180643BOY
EOY608568453EOY

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)
BOY12765807BOY
EOY13951232EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY120308630BOY
EOY163742310EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis4120561427LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec1848085613LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY2204910827BOY
EOY2272475814EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY1039318965BOY
EOY973679009EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
BOY5162365629BOY
EOY5532685995EOY

Investments Program Related InvestmentsProgramRelated

FieldValueIRS element (for citing)
BOY27724270BOY
EOY26777098EOY

Intangible Assets IntangibleAssets

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY7822931BOY
EOY5849455EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY9779880221BOY
EOY10376925738EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY325459898BOY
EOY267567060EOY

Grants Payable GrantsPayable

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Deferred Revenue DeferredRevenue

FieldValueIRS element (for citing)
BOY344399741BOY
EOY385984571EOY

Tax Exempt Bond Liabilities TaxExemptBondLiabilities

FieldValueIRS element (for citing)
BOY1455827985BOY
EOY1417953311EOY

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)
BOY330206260BOY
EOY582376237EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY774491979BOY
EOY877812639EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY3230385863BOY
EOY3531693818EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY2669515273BOY
EOY2753882476EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY2383357779BOY
EOY2519284539EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY1496621306BOY
EOY1572064905EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY6549494358BOY
EOY6845231920EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY9779880221BOY
EOY10376925738EOY
FieldValueIRS element (for citing)
Info In Schedule O Part XIXInfoInScheduleOPartXI
Reconcilation Revenue Expenses290832904ReconcilationRevenueExpenses
Reconcilation Other Changes4904658ReconcilationOtherChanges
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or ReviewfalseAccountantCompileOrReview
FS AuditedtrueFSAudited
Audit CommitteetrueAuditCommittee
Financial Statement ConsolidatedXFinancialStatementConsolidated
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$167,464OtherActivitiesAmount
Total Lobbying Expenditures IIB167464TotalLobbyingExpendituresIIB
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. An insubstantial 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: 107,381 Travel: 5,500 Miscellaneous: 19,757 Membership dues: 34,826 Total 167,464Explanation

Schedule D IRS990ScheduleD

Art Public Exhibition Amts ArtPublicExhibitionAmts

FieldValueIRS element (for citing)
Revenues Included5456147RevenuesIncluded
Assets In Part X72547653AssetsInPartX
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
Agent Trustee EtctrueAgentTrusteeEtc
Beginning Balance440390803BeginningBalance
Additions During Year33075135AdditionsDuringYear
Ending Balance473465938EndingBalance
Included On FSfalseIncludedOnFS

Current Year CurrentYear

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 Minus1 Year CurrentYearMinus1Year

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 Minus2 Years CurrentYearMinus2Years

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 Minus3 Years CurrentYearMinus3Years

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 Balance0.25360BoardDesignatedEOYBalance
Permanent Endowment EOY Balance0.52230PermanentEndowmentEOYBalance
Term Endowment EOY Balance0.22410TermEndowmentEOYBalance
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 Basis2468270695OtherCostOrOtherBasis
Depreciation855344944Depreciation
Book Value1612925751BookValue
FieldValueIRS element (for citing)
Leasehold ImprovementsLeaseholdImprovements

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis1570716769OtherCostOrOtherBasis
Depreciation992740669Depreciation
Book Value577976100BookValue
FieldValueIRS element (for citing)
Other Land BuildingsOtherLandBuildings
Total Of Book Value Land Buildings2272475814TotalOfBookValueLandBuildings
Financial DerivativesFinancialDerivatives
Closely Held Equity InterestsCloselyHeldEquityInterests

Other Securities OtherSecurities (11 entries)

DescriptionDescriptionBook ValueBookValueMethod Of ValuationMethodOfValuation
SHORT TERM SECUTITIES245981215F
U.S. OTHER FIXED INCOME373216783F
U.S. GOVT FIXED INCOME285393729F
NON-U.S. FIXED INCOME214399566F
U.S. EQUITY230717295F
NON-U.S. EQUITY266997841F
OIL AND GAS PROPERTIES398618069F
PRIVATE MARKET INVESTMENTS1204747717F
MARKET ALTERNATIVE INVESTMENTS1078475389F
REAL ESTATE INVESTMENTS208290841F
INTEREST IN PERPETUAL FUNDS1025847550F
FieldValueIRS element (for citing)
Total Of Book Value Securities5532685995TotalOfBookValueSecurities
Federal Income Tax Liability0FederalIncomeTaxLiability

Other Liabilities OtherLiabilities (6 entries)

DescriptionDescriptionAmountAmount
INTEREST PAYABLE$27,488,888
PROFESSIONAL LIABILITY RESERVE$74,657,450
DEPOSITS HELD IN CUSTODY$524,753,541
GOV ADVANCE-FEDERAL LOAN PROG$17,820,211
ANNUITIES PAYABLE$18,051,715
LIABILITY FOR DERIVATIVES$215,040,834
FieldValueIRS element (for citing)
Total Of Amounts877812639TotalOfAmounts

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (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 ANCIENT AMERICAS E) THE ART OF SUB-SAHARAN AFRICA F) THE ART OF ASIA THE MUSEUM IS FORTUNATE TO HAVE RECEIVED ASSISTANCE FROM 164 VOLUNTEERS DURING THE REPORTING YEAR WHO COLLECTIVELY PROVIDED APPROXIMATELY 8,500 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 I) HISTORY OF EMORY UNIVERSITY, ITS PREDECESSOR SCHOOLS, AND ITS AFFILIATE ORGANIZATIONS
TRUST, ESCROW AND CUSTODIAL ARRANGEMENTSFORM 990, SCHEDULE D, PART IV, LINE 1bEmory University pools all endowment funds in a unitized investment vehicle, ("the pooled fund"), for which Emory serves as custodian. As a service to certain affiliated entities, the University allows them to participate in its pooled fund. The assets associated with the pooled fund are included in the investment section of part X, Balance Sheet, with a corresponding liability recorded at the prorated value of the affiliated entities' contributions. Emory University is a partial beneficiary of certain charitable remainder trusts, for which it serves as trustee. As such, the associated assets are recorded in the investment section of part X, Balance Sheet, with a corresponding liability in the amount held by Emory University on behalf of other beneficiaries. Emory University is the plan sponsor for the supplemental executive retirement plan that benefits certain officers and key employees. Emory serves as a custodian for the investment assets held to fund the associated benefit obligations. The benefit obligation and assets funding the contract for one officer are recorded on the financial statements of an affiliated entity not consolidated in part X, Balance Sheet, of the core Form 990.
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.
FIN 48 (ASC740) FOOTNOTEFORM 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, 2012 and 2011, there were no material uncertain tax positions.

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 (40 entries)

RegionRegionNumber Of EmployeesNumberOfEmployeesType Of Activities ConductedTypeOfActivitiesConductedSpecific Services ProvidedSpecificServicesProvidedNumber Of OfficesNumberOfOffices
Central America and the Caribbean1Program ServicesRECRUITING
East Asia and the Pacific3Program ServicesCONFERENCES
East Asia and the Pacific3Program ServicesEDUCATION0
East Asia and the Pacific19Program ServicesOFFICIAL TRAVEL0
East Asia and the Pacific6Program ServicesRESEARCH0
East Asia and the Pacific5Program ServicesRECRUITING0
Europe (Including Iceland and Greenland)0Investments0
Europe (Including Iceland and Greenland)0Program ServicesCONFERENCES0
Europe (Including Iceland and Greenland)22Program ServicesEDUCATION1
Europe (Including Iceland and Greenland)2Program ServicesOFFICAL TRAVEL0
Europe (Including Iceland and Greenland)3Program ServicesRECRUITING0
Europe (Including Iceland and Greenland)8Program ServicesRESEARCH0
Middle East and North Africa2Program ServicesEDUCATION0
Middle East and North Africa1Program ServicesRECRUITING0
Middle East and North Africa2Program ServicesRESEARCH0
North America0Investments0
North America0Program ServicesCONFERENCES0
North America1Program ServicesRECRUITING0
North America4Program ServicesRESEARCH0
South America1Program ServicesCONFERENCES0
South America4Program ServicesEDUCATION0
South America5Program ServicesRECRUITING0
South America4Program ServicesRESEARCH0
South Asia7Program ServicesEDUCATION0
South Asia7Program ServicesOFFICIAL TRAVEL0
South Asia1Program ServicesRECRUITING0
South Asia6Program ServicesRESEARCH0
Sub-Saharan Africa0Investments0
Sub-Saharan Africa2Program ServicesEDUCATION0
Sub-Saharan Africa1Program ServicesHEALTHCARE0
Sub-Saharan Africa65Program ServicesRESEARCH0
Central America and the CaribbeanInvestments
Central America and the Caribbean4Program ServicesEDUCATION
Central America and the Caribbean1Program ServicesRESEARCH
Central America and the Caribbean2Program Servicesofficial travel
Middle East and North AfricaProgram Servicesconferences
North America1Program Serviceseducation
North America1Program Servicesofficial travel
Russia and the Newly Independent States13Program Serviceseducation
Russia and the Newly Independent States9Program Servicesresearch
FieldValueIRS element (for citing)
Subtotal Number Of Offices1SubtotalNumberOfOffices
Subtotal Number Of Employees77SubtotalNumberOfEmployees
Cont Number Of Offices0ContNumberOfOffices
Cont Number Of Employees139ContNumberOfEmployees
Total Number Of Offices1TotalNumberOfOffices
Total Number Of Employees216TotalNumberOfEmployees

Grants To Orgs Outside US GrantsToOrgsOutsideUS (66 entries)

RegionRegionPurpose Of GrantPurposeOfGrantAmount Of Cash GrantAmountOfCashGrantManner Of Cash DisbursementMannerOfCashDisbursement
Sub-Saharan AfricaRESEARCH/SUBCONTRACT91946WIRE
South AsiaRESEARCH/SUBCONTRACT206563WIRE
North AmericaRESEARCH/SUBCONTRACT26176CHECK
East Asia/PacificRESEARCH/SUBCONTRACT39109WIRE
East Asia/PacificRESEARCH/SUBCONTRACT29363WIRE
North AmericaRESEARCH/SUBCONTRACT21000CHECK
North AmericaRESEARCH/SUBCONTRACT13151CHECK
Sub-Saharan AfricaRESEARCH/SUBCONTRACT9796WIRE
East Asia/PacificRESEARCH/SUBCONTRACT85880WIRE
Cent. America/CaribbeanRESEARCH/SUBCONTRACT20747WIRE
Sub-Saharan AfricaRESEARCH/SUBCONTRACT100000WIRE
Sub-Saharan AfricaRESEARCH/SUBCONTRACT23350WIRE
Europe/Iceland/GreenlandRESEARCH/SUBCONTRACT30000WIRE
Europe/Iceland/GreenlandRESEARCH/SUBCONTRACT141858CHECK
Sub-Saharan AfricaRESEARCH/SUBCONTRACT100000WIRE
Europe/Iceland/GreenlandRESEARCH/SUBCONTRACT63749WIRE
North AmericaRESEARCH/SUBCONTRACT280808WIRE
Sub-Saharan AfricaRESEARCH/SUBCONTRACT18453WIRE
North AmericaRESEARCH/SUBCONTRACT8100CHECK
Sub-Saharan AfricaRESEARCH/SUBCONTRACT150000WIRE
Europe/Iceland/GreenlandRESEARCH/SUBCONTRACT22250WIRE
East Asia/PacificRESEARCH/SUBCONTRACT38600WIRE
South AsiaRESEARCH/SUBCONTRACT101625WIRE
Sub-Saharan AfricaRESEARCH/SUBCONTRACT44582WIRE
North AmericaRESEARCH/SUBCONTRACT35000CHECK
Europe/Iceland/GreenlandRESEARCH/SUBCONTRACT41287WIRE
Europe/Iceland/GreenlandRESEARCH/SUBCONTRACT701231WIRE
East Asia/PacificRESEARCH/SUBCONTRACT142661WIRE
Sub-Saharan AfricaRESEARCH/SUBCONTRACT214999WIRE
Sub-Saharan AfricaRESEARCH/SUBCONTRACT47869WIRE
Sub-Saharan AfricaRESEARCH/SUBCONTRACT14223WIRE
South AsiaRESEARCH/SUBCONTRACT12135WIRE
North AmericaRESEARCH/SUBCONTRACT34538CHECK
Sub-Saharan AfricaRESEARCH/SUBCONTRACT178841WIRE
East Asia/PacificRESEARCH/SUBCONTRACT15268WIRE
East Asia/PacificRESEARCH/SUBCONTRACT46277WIRE
East Asia/PacificRESEARCH/SUBCONTRACT64944WIRE
East Asia/PacificRESEARCH/SUBCONTRACT7112WIRE
East Asia/PacificRESEARCH/SUBCONTRACT99255WIRE
Sub-Saharan AfricaRESEARCH/SUBCONTRACT52000WIRE
South AsiaRESEARCH/SUBCONTRACT69129WIRE
North AmericaRESEARCH/SUBCONTRACT47619CHECK
East Asia/PacificRESEARCH/SUBCONTRACT353569WIRE
North AmericaRESEARCH/SUBCONTRACT155288CHECK
Europe/Iceland/GreenlandRESEARCH/SUBCONTRACT164217CHECK
East Asia/PacificRESEARCH/SUBCONTRACT2397960WIRE
South AsiaRESEARCH/SUBCONTRACT8250WIRE
Sub-Saharan AfricaRESEARCH/SUBCONTRACT48466WIRE
East Asia/PacificRESEARCH/SUBCONTRACT65570WIRE
Sub-Saharan AfricaRESEARCH/SUBCONTRACT327475WIRE
South AmericaRESEARCH/SUBCONTRACT50427WIRE
North AmericaRESEARCH/SUBCONTRACT106503WIRE
South AmericaRESEARCH/SUBCONTRACT13392WIRE
Europe/Iceland/GreenlandRESEARCH/SUBCONTRACT32268WIRE
Europe/Iceland/GreenlandRESEARCH/SUBCONTRACT15628CHECK
North AmericaRESEARCH/SUBCONTRACT35815CHECK
Sub-Saharan AfricaRESEARCH/SUBCONTRACT54191WIRE
North AmericaRESEARCH/SUBCONTRACT57197CHECK
Sub-Saharan AfricaRESEARCH/SUBCONTRACT37088WIRE
Sub-Saharan AfricaRESEARCH/SUBCONTRACT207945WIRE
North AmericaRESEARCH/SUBCONTRACT62722WIRE
North AmericaRESEARCH/SUBCONTRACT29376WIRE
North AmericaRESEARCH/SUBCONTRACT62580wire
RussiaRESEARCH/SUBCONTRACT18910WIRE
Sub-Saharan AfricaRESEARCH SUBCONTRACT216099
Sub-Saharan AfricaRESEARCH SUBCONTRACT72236
FieldValueIRS element (for citing)
Total Number Of501c3 Orgs61TotalNumberOf501c3Orgs
Total Number Of Other Orgs5TotalNumberOfOtherOrgs
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
FieldValueIRS element (for citing)
Licensed StatesALLicensedStates
Licensed StatesAKLicensedStates
Licensed StatesAZLicensedStates
Licensed StatesARLicensedStates
Licensed StatesCALicensedStates
Licensed StatesCTLicensedStates
Licensed StatesDELicensedStates
Licensed StatesDCLicensedStates
Licensed StatesFLLicensedStates
Licensed StatesGALicensedStates
Licensed StatesHILicensedStates
Licensed StatesIDLicensedStates
Licensed StatesILLicensedStates
Licensed StatesINLicensedStates
Licensed StatesIALicensedStates
Licensed StatesKSLicensedStates
Licensed StatesKYLicensedStates
Licensed StatesLALicensedStates
Licensed StatesMELicensedStates
Licensed StatesMDLicensedStates
Licensed StatesMALicensedStates
Licensed StatesMNLicensedStates
Licensed StatesMSLicensedStates
Licensed StatesMOLicensedStates
Licensed StatesMTLicensedStates
Licensed StatesNELicensedStates
Licensed StatesNVLicensedStates
Licensed StatesNHLicensedStates
Licensed StatesNJLicensedStates
Licensed StatesNMLicensedStates
Licensed StatesNYLicensedStates
Licensed StatesNCLicensedStates
Licensed StatesNDLicensedStates
Licensed StatesOHLicensedStates
Licensed StatesOKLicensedStates
Licensed StatesORLicensedStates
Licensed StatesPALicensedStates
Licensed StatesRILicensedStates
Licensed StatesSCLicensedStates
Licensed StatesSDLicensedStates
Licensed StatesTNLicensedStates
Licensed StatesTXLicensedStates
Licensed StatesUTLicensedStates
Licensed StatesVTLicensedStates
Licensed StatesVALicensedStates
Licensed StatesWALicensedStates
Licensed StatesWVLicensedStates
Licensed StatesWILicensedStates
Licensed StatesWYLicensedStates

Events Information EventsInformation

FieldValueIRS element (for citing)
Name Of Event1WINSHIP GALANameOfEvent1
Gross Receipts Event1616844GrossReceiptsEvent1
Charitable Contributions Event1528278CharitableContributionsEvent1
Gross Revenue Event188566GrossRevenueEvent1
Rent Facility Costs Event15000RentFacilityCostsEvent1
Other Direct Expenses Event1145755OtherDirectExpensesEvent1
Name Of Event2VENERALIANameOfEvent2
Gross Receipts Event2257291GrossReceiptsEvent2
Charitable Contributions Event2178582CharitableContributionsEvent2
Gross Revenue Event278709GrossRevenueEvent2
Rent Facility Costs Event22335RentFacilityCostsEvent2
Other Direct Expenses Event226988OtherDirectExpensesEvent2
Total Number Of Other Events7TotalNumberOfOtherEvents
Gross Receipts Other Events647902GrossReceiptsOtherEvents
Charitable Contrib Other Events557174CharitableContribOtherEvents
Gross Revenue Other Events90728GrossRevenueOtherEvents
Rent Facility Costs Other Events17576RentFacilityCostsOtherEvents
Other Direct Expenses Other Events239425OtherDirectExpensesOtherEvents
Gross Receipts Total1522037GrossReceiptsTotal
Charitable Contributions Total1264034CharitableContributionsTotal
Gross Revenue Total Events258003GrossRevenueTotalEvents
Rent Facility Costs Total Events24911RentFacilityCostsTotalEvents
Other Direct Expenses Total Events412168OtherDirectExpensesTotalEvents
Direct Expense Summary Events437079DirectExpenseSummaryEvents
Net Income Summary-179076NetIncomeSummary

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 Expense45604890TotalCommunityBenefitExpense
Direct Offsetting Revenue0DirectOffsettingRevenue
Net Community Benefit Expense45604890NetCommunityBenefitExpense
Percent Of Total Expense0.01630PercentOfTotalExpense

Unreimbursed Medicaid UnreimbursedMedicaid

FieldValueIRS element (for citing)
Total Community Benefit Expense135784375TotalCommunityBenefitExpense
Direct Offsetting Revenue105608115DirectOffsettingRevenue
Net Community Benefit Expense30176260NetCommunityBenefitExpense
Percent Of Total Expense0.01080PercentOfTotalExpense

Unreimbursed Costs UnreimbursedCosts

FieldValueIRS element (for citing)
Total Community Benefit Expense1226895TotalCommunityBenefitExpense
Direct Offsetting Revenue1226895DirectOffsettingRevenue
Percent Of Total Expense0.00000PercentOfTotalExpense

Total Charity Care TotalCharityCare

FieldValueIRS element (for citing)
Total Community Benefit Expense182616160TotalCommunityBenefitExpense
Direct Offsetting Revenue106835010DirectOffsettingRevenue
Net Community Benefit Expense75781150NetCommunityBenefitExpense
Percent Of Total Expense0.02710PercentOfTotalExpense

Community Health Services CommunityHealthServices

FieldValueIRS element (for citing)
Total Community Benefit Expense2745062TotalCommunityBenefitExpense
Direct Offsetting Revenue0DirectOffsettingRevenue
Net Community Benefit Expense2745062NetCommunityBenefitExpense
Percent Of Total Expense0.00100PercentOfTotalExpense

Health Professions Education HealthProfessionsEducation

FieldValueIRS element (for citing)
Total Community Benefit Expense303600750TotalCommunityBenefitExpense
Direct Offsetting Revenue53222688DirectOffsettingRevenue
Net Community Benefit Expense250378062NetCommunityBenefitExpense
Percent Of Total Expense0.08950PercentOfTotalExpense

Subsidized Health Services SubsidizedHealthServices

FieldValueIRS element (for citing)
Total Community Benefit Expense231258461TotalCommunityBenefitExpense
Direct Offsetting Revenue97049724DirectOffsettingRevenue
Net Community Benefit Expense134208737NetCommunityBenefitExpense
Percent Of Total Expense0.04800PercentOfTotalExpense

Research Research

FieldValueIRS element (for citing)
Total Community Benefit Expense444300526TotalCommunityBenefitExpense
Net Community Benefit Expense444300526NetCommunityBenefitExpense
Percent Of Total Expense0.15890PercentOfTotalExpense

Cash And In Kind Contributions CashAndInKindContributions

FieldValueIRS element (for citing)
Total Community Benefit Expense2338975TotalCommunityBenefitExpense
Direct Offsetting Revenue0DirectOffsettingRevenue
Net Community Benefit Expense2338975NetCommunityBenefitExpense
Percent Of Total Expense0.00080PercentOfTotalExpense

Total Other Benefits TotalOtherBenefits

FieldValueIRS element (for citing)
Total Community Benefit Expense984243774TotalCommunityBenefitExpense
Direct Offsetting Revenue150272412DirectOffsettingRevenue
Net Community Benefit Expense833971362NetCommunityBenefitExpense
Percent Of Total Expense0.29820PercentOfTotalExpense

Total Community Benefits TotalCommunityBenefits

FieldValueIRS element (for citing)
Total Community Benefit Expense1166859934TotalCommunityBenefitExpense
Direct Offsetting Revenue257107422DirectOffsettingRevenue
Net Community Benefit Expense909752512NetCommunityBenefitExpense
Percent Of Total Expense0.32530PercentOfTotalExpense

Community Support CommunitySupport

FieldValueIRS element (for citing)
Total Community Building Expense71643TotalCommunityBuildingExpense
Net Community Building Expense71643NetCommunityBuildingExpense

Environmental Improvements EnvironmentalImprovements

FieldValueIRS element (for citing)
Total Community Building Expense11908TotalCommunityBuildingExpense
Net Community Building Expense11908NetCommunityBuildingExpense

Total Total

FieldValueIRS element (for citing)
Total Community Building Expense83551TotalCommunityBuildingExpense
Net Community Building Expense83551NetCommunityBuildingExpense
FieldValueIRS element (for citing)
Bad Debt Expense ReportedtrueBadDebtExpenseReported
Bad Debt Expense$58,596,622BadDebtExpenseAmount
Amount Attributable To1172000AmountAttributableTo
Amount Reimbursed By Medicare328622562AmountReimbursedByMedicare
Cost Of Care Reimbursed By Medicare331322387CostOfCareReimbursedByMedicare
Medicare Surplus Or Shortfall-2699825MedicareSurplusOrShortfall

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/ZIPCodeLicensed HospitalLicensedHospitalGeneral Medical And SurgicalGeneralMedicalAndSurgicalTeaching HospitalTeachingHospitalResearch FacilityResearchFacilityEr24 HoursEr24Hours
EMORY UNIVERSITY HOSPITAL
11364 CLIFTON ROAD NEATLANTAGA30322XXXXX
EMORY UNIVERSITY HOSPITAL MIDTOWN
2550 PEACHTREE STREET NEATLANTAGA30308XXXXX

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

Hospital Facility NumberHospitalFacilityNumberEligibility Criteria ExplainedEligibilityCriteriaExplainedUses FPG FreeUsesFPGFreeFPG Free PercentFPGFreePercentUses FPG DiscountedUsesFPGDiscountedFPG Discount PercentFPGDiscountPercentExplains BasisExplainsBasisExplains Application MethodExplainsApplicationMethodIncludes Publicity MeasuresIncludesPublicityMeasuresPosted On WebsitePostedOnWebsiteProvided On AdmissionProvidedOnAdmissionAvailable On RequestAvailableOnRequestActions On NonpaymentActionsOnNonpaymentCollection ActivitiesCollectionActivitiesNotify Upon AdmissionNotifyUponAdmissionNotify Before DischargeNotifyBeforeDischargeNotified All PatientsNotifiedAllPatientsDocumented DeterminationDocumentedDeterminationNondiscrim Emergency Care PolicyNondiscrimEmergencyCarePolicyMedicare RateMedicareRateAmounts Generally BilledAmountsGenerallyBilledGross ChargesGrossCharges
EMORY UNIVERSITY HOSPITAL
1truetrue200.true400.falsetruetrueXXXtruefalseXXXXtrueXfalsefalse
EMORY UNIVERSITY HOSPITAL MIDTOWN
2truetrue200.true400.falsetruetrueXXXtruefalseXXXXtrueXfalsefalse

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 (15 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 -2012/INDEX.HTML
SUBSIDIZED HEALTH SERVICESPART I, LINE 7GEMORY UNIVERSITY HAS INCLUDED $41,677,199 (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 EMORY UNIVERSITY "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 $58,596,622, 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 INCORPORTATED. 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 $23.4 MILLION IN UNCOMPENSATED PATIENT CARE TO GRADY IN FY 2012. 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 $38 MILLION FOR THIS PURPOSE IN FY 2012. 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 -2012/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 -2012/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 -2012/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 3 OF THE HIGHEST CASE-MIX INDEX OF HOSPITALS IN THE UNIVERSITY HEALTH SYSTEM CONSORTIUM DATABASE, WHICH MEANS THAT ITS PATIENTS ARE AMOUNG THE SICKEST TREATED ANY WHERE IN THE COUNTRY AND INCLUDE PATIENTS ROUTINELY REFERRED FROM HOSPITALS THROUGHOUT ATLANTA AND THE REGION. EMORY UNIVERSITY HOSPITAL ALSO PROVIDES SERVICES AND PROCEDURES AVAILABLE NOWHERE ELSE IN THE STATE, INCLUDING HIGH COMPLEX TRANSPLANT PROCEDURES, AMONG OTHERS. EMORY UNIVERSITY HOSPITAL HELPS PIONEER, TEST, AND DEVELOP NEW PROCEDURES THAT EVENTUALLY MAKE THEIR WAY INTO THE BROADER COMMUNITY OF HEALTH CARE PROVIDERS. IN ADDITION, IN PARTNERSHIP WITH THE CENTERS FOR DISEASE CONTROL AND PREVENTION, EMORY UNIVERSITY HOSPITAL HAS A SPECIAL ISOLATION UNIT FOR THE CARE OF PATIENTS WITH SERIOUS COMMUNICABLE DISEASES - SUCH AS CDC EMPLOYEES WHO HAVE CONFIRMED, PROBABLE, OR SUSPECTED INFECTION WITH OR EXPOSURE TO PATHOGENS SUCH AS EBOLA, SMALLPOX, PNEUMONIC PLAGUE, OR SARS THAT ARE ASSOCIATED WITH HIGH INFECTIVITY RATES. EMORY UNIVERSITY HOSPITAL MIDTOWN (EUHM), WHICH INCLUDES A LEVEL III NEONATAL INTENSIVE CARE UNIT AMONG ITS OTHER ICUS, ALSO HAS A CASE-MIX INDEX THAT IS CONSIDERABLY HIGHER THAN THAT OF MOST COMMUNITY HOSPITALS. THIS HOSPITAL CONTINUES TO BE IN THE TOP 17 OF HIGHEST CASE-MIX INDEX OF HOSPTIALS 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 the past 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.
TREATMENT OF SHORTFALLPART III, SECTION B, LINE 8SHORTFALL IS NOT REPORTED IN LINE 7 COMMUNITY BENEFIT. TO DETERMINE MEDICARE ALLOWABLE COSTS REPORTED IN THE MEDICARE COST REPORT, THE COST-TO-CHARGE RATIO IS APPLIED TO GROSS PATIENT REVENUE ASSOCIATED WITH SERVICES PERFORMED FOR PATIENTS WHO ARE ELIGIBLE FOR MEDICARE.
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 VI, LINE 3CHARITY CARE POLICY AND FINANCIAL ASSISTANCE APPLICATIONS ARE DISCUSSED WITH PATIENTS DURING THE FINANCIAL SCREENING PROCESS. 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.
STATE FILING OF COMMUNITY BENEFIT REPORT990 SCHEDULE H, PART VIGA,

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records MaintainedtrueRecordsMaintained

Recipient Table RecipientTable (206 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/A171683RESEARCH/SUBCONTRACT
AGNES SCOTT COLLEGE
141 EAST COLLEGE AVEDECATURGA30030580566116501(C)(3)11076RESEARCH/SUBCONTRACT
AHS HOSPITAL CORP DBA ATLANTIC HEALTH
PO BOX 48328NEWARKNJ07101521958352501(C)(3)19800RESEARCH/SUBCONTRACT
AID ATLANTA INC
1605 PEACHTREE ST NEATLANTAGA30308581537967501(C)(3)17448RESEARCH/SUBCONTRACT
ALZHEIMERS DRUG DISCOVERY FOUNDATION
57 WEST 57TH ST 904NEW YORKNY10019201082179501(C)(3)8000SPONSORSHIP
AMERICAN ACADEMY OF RELIGION
825 HOUSTON MILL RDATLANTAGA30329205478525501(C)(3)10000RESEARCH/SUBCONTRACT
ASSOCIATION OF IMMUNIZATION MANAGERS
620 HUNGERFORD DRROCKVILLEMD20850522346043501(C)(3)37293RESEARCH/SUBCONTRACT
ATLANTA RESEARCH & EDUCATION FOUNDATION
1670 CLAIRMONT RDATLANTAGA30033581857346501(C)(3)21993RESEARCH/SUBCONTRACT
BANYAN BIOMARKERS
13400 PROGRESS BLVDALACHUAFL32615201449566N/A46962RESEARCH/SUBCONTRACT
BATTELLE
505 KING AVECOLUMBUSGA43201314379427N/A2773355RESEARCH/SUBCONTRACT
BAYLOR COLLEGE OF MEDICINE
ONE BAYLOR PLAZAHOUSTONTX77030741613878501(C)(3)281539RESEARCH/SUBCONTRACT
BETH ISRAEL MEDICAL CENTER
MEDICAL CENTERBOSTONMA02215135564934501(C)(3)226126RESEARCH/SUBCONTRACT
BOSTON CHILDREN'S HOSPITAL
1295 BOYLSTON STREETBOSTONMA02215042774441501(C)(3)27266RESEARCH/SUBCONTRACT
BRAVEWELL COLLABORATIVE
1818 OLLIVER AVE SMINNEAPOLISMN55405710879929501(C)(3)10000SPONSORSHIP
BRIGHAM AND WOMENS HOSPITAL
75 FRANCIS STBOSTONMA02115042312909501(C)(3)41630RESEARCH/SUBCONTRACT
BUTTS COUNTY BOARD OF EDUCATION
PO BOX 976JACKSONGA30233586000199GOVT10000RESEARCH/SUBCONTRACT
CAMBRIDGE HEALTH ALLIANCE
1493 CAMBRIDGE STCAMBRIDGEMA02139043330571501(C)(3)112774RESEARCH/SUBCONTRACT
CAMBRIDGE RESEARCH INSTRUMENTATION INC
68 ELM STHOPKINTONMA01748042868535N/A83121RESEARCH/SUBCONTRACT
CANCER COALITION OF SOUTH GEORGIA INC
2332 LAKE PARK DRIVEALBANYGA31707820567901501(C)(3)11969RESEARCH/SUBCONTRACT
CDC FOUNDATION
55 PARK PLACEATLANTAGA30303582106707501(C)(3)36300RESEARCH/SUBCONTRACT
CEDARS-SINAI MEDICAL CENTER
6500 WILSHIRE BLVDLOS ANGELESCA90048951644600501(C)(3)259846RESEARCH/SUBCONTRACT
CHILD WELFARE COLLABORATIVE
1360 PEACHTREE STATLANTAGA30309274872302501(C)(3)26000RESEARCH/SUBCONTRACT
CHILDREN'S CENTER FOR DIGESTIVE
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CHILDREN'S HEALTHCARE OF ATLANTA
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CHILDREN'S HOSPITAL & REGIONAL MED CTR
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CHILDREN'S HOSPITAL MEDICAL CENTER
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CHILDREN'S HOSPITAL OF PHILADELPHIA
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CLARK ATLANTA UNIVERSITY
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CLEMSON UNIVERSITY
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CLEVELAND CLINIC FOUNDATION
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COLUMBIA UNIVERSITY
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COMPREHENSIVE CARE CENTER
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CONNECTICUT CHILDREN'S MEDICAL
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CORNELL UNIVERSITY DEPOSITORY
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CU AEROSPACE LLC
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CVPATH INSTITUTE
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CYCLOGRAM
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DANA FARBER CANCER INSTITUTE
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DEPARTMENT OF VETERANS AFFAIRS
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DREXEL UNIVERSITY
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DUKE UNIVERSITY
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DYSTONIA MEDICAL RESEARCH FOUNDATION
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FARMWORKER ASSOCIATION OF FLORIDA INC
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FARMWORKER HEALTH & SAFETY INSTITUTE INC
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FIRST CHOICE PRIMARY CARE
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FLORIDA INTERNATIONAL UNIVERSITY
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GEORGIA HEALTH SCIENCES UNIVERSITY
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GEORGIA STATE UNIV RESEARCH FOUNDATION
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GEORGIA STATE UNIVERSITY
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GEORGIA TECH RESEARCH CORPORATION
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GRADY HEALTH SYSTEM
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HARVARD MEDICAL SCHOOL
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HARVARD UNIVERSITY
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HEALTH RESEARCH INC
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HENRY FORD HEALTH SYSTEM
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HIMFORMATICS LLC
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HOWARD BROWN HEALTH CENTER
4025 N SHERIDAN RDCHICAGOIL60613362984128501(C)(3)100677RESEARCH/SUBCONTRACT
HOWARD UNIVERSITY
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INDIANA UNIVERSITY
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INSTITUTE FOR HEALTHCARE IMPROVEMENT
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INSTITUTE FOR MEDICAL RESEARCH INC
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INSTITUTE FOR THE STUDY OF DISADVANTAGE
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JAMES MADISON UNIVERSITY
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JOHNS HOPKINS UNIVERSITY
PO BOX 19966BALTIMOREMD21211520595110501(C)(3)363128RESEARCH/SUBCONTRACT
JSI RESEARCH & TRAINING INSTITUTE
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KAISER FOUNDATION HEALTH PLAN
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KENNESAW STATE UNIVERSITY
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LA JOLLA INSTITUTE OF ALLERGY&IMMUNOLOGY
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LAMAR COUNTY BOARD OF EDUCATION
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LEUKEMIA AND LYMPHOMA SOCIETY
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LOUISIANA STATE UNIVERSITY
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MAYO CLINIC FOUNDATION
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MEDICAL UNIV OF SOUTH CAROLINA
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MERCER UNIVERSITY
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MIAMI CHILDREN'S HOSPITAL
3100 SW 62ND AVEMIAMIFL33155592602318501(C)(3)5768RESEARCH/SUBCONTRACT
MICHIGAN PUBLIC HEALTH INSTITUTE
2436 WOODLAKE CIROKEMOSMI48864382963835501(C)(3)64126RESEARCH/SUBCONTRACT
MIDWEST BIOMEDICAL RESEARCH FOUNDATION
PO BOX 300662KANSAS CITYMO64130431496422501(C)(3)62425RESEARCH/SUBCONTRACT
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MONTEFIORE MEDICAL CENTER
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MOREHOUSE COLLEGE
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MOREHOUSE SCHOOL OF MEDICINE
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MOUNT SINAI SCHOOL OF MEDICINE
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NATIONAL RURAL HEALTH ASSOCIATION
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NEW YORK UNIVERSITY
665 BROADWAY STE 1100NEW YORKNY10029135562308501(C)(3)226598RESEARCH/SUBCONTRACT
NORTH CAROLINA STATE university
2200 HillsboroughRALEIGHNC27695566000756GOVT126585RESEARCH/SUBCONTRACT
NORTHERN CALIFORNIA INSTITUTE OF TECHNOLOGY
RESEARCH DEVLPSAN FRANCISCOCA94121943084159501(C)(3)76186RESEARCH/SUBCONTRACT
NORTHRIDGE SYSTEMS INC
BOX 200026PITTSBURGHPA15251582573839N/A5876RESEARCH/SUBCONTRACT
NORTHWESTERN UNIVERSITY
750 N LAKE SHORE DR 601CHICAGOIL60611362167817501(C)(3)24877RESEARCH/SUBCONTRACT
OCEAN NANO TECH LLC
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OREGON HEALTH & SCIENCE UNIV
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OUT OF HAND THEATER INC
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PALO ALTO INSTITUTE FOR RESEARCH & EDUCATION
PO BOX V-38PALO ALTOCA94304770207331501(C)(3)409073RESEARCH/SUBCONTRACT
PARTNERS FOR INTERNAT'L DEVELOPMENT
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PEDIATRIX MEDICAL GROUP INC
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PENNSYLVANIA STATE UNIVERSITY
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PETER CAMPOS INC
3080 VINE CIRDECATURGA30033575236306N/A23690RESEARCH/SUBCONTRACT
PHILADELPHIA COLLEGE OF OSTEOPATHIC MED
4170 CITY AVEPHILADELPHIAPA19131231355135501(C)(3)39671RESEARCH/SUBCONTRACT
PHYSICAL SCIENCES INC
100 N E BUSINESS CTRANDOVERMA01810042517090N/A225000RESEARCH/SUBCONTRACT
PIKE COUNTY'S YOU EQUAL SUCCESS TEAM INC
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POPULATION COUNCIL
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PROGNOSYS BIOSCIENCE INC
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PUGET SOUND BLOOD CENTER & PROGRAM
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REGENTS OF THE UNIV OF CALIFORNIA IRVINE
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REGENTS OF THE UNIVERSITY OF CALIFORNIA
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AID GWINNETT INC
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RICHMOND COUNTY BOARD OF HEALTH
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ROCKDALE COALITION FOR CHILDREN
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RUSH UNIVERSITY MEDICAL CENTER
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RUTGERS UNIVERSITY
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SAINT LOUIS UNIVERSITY
3700 WEST PINE MALLST LOUISMO63108430654872501(C)(3)83529RESEARCH/SUBCONTRACT
SAN DIEGO STATE UNIVERSITY
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SHEPHERD CENTER
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CANCER COALITION OF SOUTH GEORGIA INC
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SPELMAN COLLEGE
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STANFORD UNIVERSITY
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STATE UNIVERSITY OF NEW YORK
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TASK FORCE FOR CHILD SURVIVAL
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TEMPLE UNIVERSITY
040-13 BROAD STPHILADELPHIAPA19122231365971501(C)(3)87607RESEARCH/SUBCONTRACT
TEXAS BIOMEDICAL RESEARCH INSTITUTE
PO BOX 760549SAN ANTONIOTX78245741109630501(C)(3)212352RESEARCH/SUBCONTRACT
TEXAS TECH UNIVERSITY
HSC-LIBRARYODESSATX79763756002622GOVT73804RESEARCH/SUBCONTRACT
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THE MEDICAL COLLEGE OF WISCONSIN
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THE NEW SCHOOL
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THE RESEARCH INSTITUTE AT NATIONWIDE
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THE ROCKEFELLER UNIVERSITY
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THE SCRIPPS RESEARCH INSTITUTE
10550 N TORREY PINES RDLA JOLLACA92037330435954501(C)(3)155560RESEARCH/SUBCONTRACT
THOMAS JEFFERSON UNIVERSITY
BODINE CENTERPHILADELPHIAPA19107231352651501(C)(3)39779RESEARCH/SUBCONTRACT
TJ MARTELL FOUNDATION
40 WOTH STREETNEW YORKNY10019510180178501(C)(3)6000SPONSORSHIP
TUFTS UNIVERSITY
TECH FOR LEARNINGBOSTONMA02111042103634501(C)(3)36800RESEARCH/SUBCONTRACT
TULANE UNIVERSITY
6823 ST CHARLES AVENEW ORLEANSLA70118720423889501(C)(3)233047RESEARCH/SUBCONTRACT
UCREGENTS
505 PARNASSUS AVESAN FRANCISCOCA94143946036493GOVT15200RESEARCH/SUBCONTRACT
UCLA
BOX 951432LOS ANGELESCA90095954487417GOVT177977RESEARCH/SUBCONTRACT
UGA RESEARCH FOUNDATION INC
324 BUS SVCS 456 EASTATHENSGA30602581353149501(C)(3)1286281RESEARCH/SUBCONTRACT
UNIV OF ARKANSAS FOR MEDICAL SCIENCES
4301 W MARKHAMLITTLE ROCKAR72205716046242GOVT57013RESEARCH/SUBCONTRACT
UNIVERSITY OF ALABAMA - BIRMINGHAM
VH 142BIRMINGHAMAL35294636005396GOVT976703RESEARCH/SUBCONTRACT
UNIVERSITY OF ARIZONA
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UNIVERSITY OF CALIFORNIA
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UNIVERSITY OF CENTRAL FLORIDA
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UNIVERSITY OF CHICAGO
1427 E 60TH SE STE 120CHICAGOIL60637362177139501(C)(3)443283RESEARCH/SUBCONTRACT
UNIVERSITY OF CINCINNATI
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UNIVERSITY OF COLORADO
12631 E 19TH AVE C238-L15AURORACO80045846000555GOVT201248RESEARCH/SUBCONTRACT
UNIVERSITY OF DAYTON
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UNIVERSITY OF FLORIDA
MOLECULAR GENETICSGAINESVILLEFL32610596002052GOVT264592RESEARCH/SUBCONTRACT
UNIVERSITY OF GEORGIA
BROAD STREETATHENSGA30602586001998GOVT73946RESEARCH/SUBCONTRACT
UNIVERSITY OF GEORGIA RESEARCH FOUNDATION
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UNIVERSITY OF ILLINOIS
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UNIVERSITY OF KENTUCKY
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UNIVERSITY OF LOUISVILLE
RESEARCH FDN INCLOUISVILLEKY40292611014882GOVT6064RESEARCH/SUBCONTRACT
UNIVERSITY OF MARYLAND
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UNIVERSITY OF MASSACHUSETTS
70 BUTTERFIELD TERRAMHERSTMA01003043167352GOVT76576RESEARCH/SUBCONTRACT
UNIVERSITY OF MEDICINE & DENTISTRY OF NJ
675 HOES LANEPISCATAWAYNJ08854221775306501(C)(3)52049RESEARCH/SUBCONTRACT
UNIVERSITY OF MIAMI
SCCCMIAMIFL33136590624458501(C)(3)180140RESEARCH/SUBCONTRACT
UNIVERSITY OF MICHIGAN
330 PACKARD STANN ARBORMI48106386006309GOVT3254719RESEARCH/SUBCONTRACT
UNIVERSITY OF MINNESOTA
NW 5960MINNEAPOLISMN55485416007513GOVT40864RESEARCH/SUBCONTRACT
UNIVERSITY OF MISSISSIPPI MEDICAL CENTER
2500 NORTH STATE STREETJACKSONMS39216646008520GOVT73406RESEARCH/SUBCONTRACT
UNIVERSITY OF MONTANA
LOMMASSON CENTERMISSOULAMT59812816001713GOVT78432RESEARCH/SUBCONTRACT
UNIVERSITY OF NORTH CAROLINA
PUBLIC AFFAIRS NTWRKCHAPEL HILLNC27599566001393GOVT518441RESEARCH/SUBCONTRACT
UNIVERSITY OF PENNSYLVANIA
3260 SOUTH STREETPHILADELPHIAPA19104231352685501(C)(3)659714RESEARCH/SUBCONTRACT
UNIVERSITY OF PITTSBURGH
BIOSCIENCE MED TOWERPITTSBURGHPA15260250965591GOVT522360RESEARCH/SUBCONTRACT
UNIVERSITY OF ROCHESTER
115 SULLYS TRAILPITTSFORDNY14534160743209501(C)(3)22364RESEARCH/SUBCONTRACT
UNIVERSITY OF SOUTH CAROLINA
1000 BLOSSOM STCOLUMBIASC29201576001153GOVT185005RESEARCH/SUBCONTRACT
UNIVERSITY OF SOUTHERN CALIFORNIA
3720 S FLOWER STLOS ANGELESCA90089951642394501(C)(3)119987RESEARCH/SUBCONTRACT
UNIVERSITY OF TENNESSEE
OFFICE OF THE TREASURERKNOXVILLETN37996626001636GOVT291045RESEARCH/SUBCONTRACT
UNIVERSITY OF TEXAS
6410 FANNIN STHOUSTONTX77030756002868GOVT44879RESEARCH/SUBCONTRACT
UNIVERSITY OF TEXAS PRESS SYSTEM
PO BOX 7819AUSTINTX78713746000203501(C)(3)55590RESEARCH/SUBCONTRACT
UNIVERSITY OF VERMONT
855 PROSPECT ST RM 333BURLINGTONVT05405030179440GOVT78096RESEARCH/SUBCONTRACT
UNIVERSITY OF WASHINGTON
3903 BROOKLYN AVE NESEATTLEWA98105916001537GOVT30549RESEARCH/SUBCONTRACT
UNIVERSITY OF WISCONSIN
BOX 78047MILWAUKEEWI53278391805963GOVT42884RESEARCH/SUBCONTRACT
URBAN INSTITUTETHE
2100 M ST NWWASHINGTONDC20037520880375501(C)(3)29959RESEARCH/SUBCONTRACT
VACCINE & GENE THERAPY INST FLORIDA INC
11352 SW VILLAGEPORT ST LUCIEFL34987237083114501(C)(3)240359RESEARCH/SUBCONTRACT
VANDERBILT UNIVERSITY
2301 VANDERBILT PLACENASHVILLETN37235620476822501(C)(3)486385RESEARCH/SUBCONTRACT
VIRTUAL REALITY AIDS INC
3204 CHURCHILL RDRALEIGHNC27607562029750N/A7256RESEARCH/SUBCONTRACT
W L CLIFTON POLITICAL CONSULTING
378 ARIZONA AVE NEATLANTAGA30307261543465N/A25072RESEARCH/SUBCONTRACT
WAKE FOREST UNIVERSITY
PO BOX 7201WINSTONSALEMNC27109560532138501(C)(3)224222RESEARCH/SUBCONTRACT
WARE COUNTY BOARD OF EDUCATION
1301 BAILEY STWAYCROSSGA31501586000340GOVT10000RESEARCH/SUBCONTRACT
WASHINGTON UNIVERSITY
4444 FOREST PARK BLVDST LOUISMO63108430653611501(C)(3)33000RESEARCH/SUBCONTRACT
WEILL MEDICAL COLLEGE CORNELL UNIV
RESEARCH ACCOUNTING DEPTNEW YORKNY10005131623978501(C)(3)47964RESEARCH/SUBCONTRACT
WEST END MEDICAL CENTER
868 YORK AVE SWATLANTAGA30310581233448501(C)(3)172406RESEARCH/SUBCONTRACT
WEST VIRGINIA UNIVERSITY
PO BOX 6105MORGANTOWNWV26506556000842GOVT53696RESEARCH/SUBCONTRACT
WESTAT
PO BOX 1004ROCKVILLEMD20850840529566N/A152112RESEARCH/SUBCONTRACT
YALE UNIVERSITY
PO BOX 208240NEW HAVENCT06520060646973501(C)(3)1335035RESEARCH/SUBCONTRACT
MEDSHARE INTERNATIONAL INC
3240 CLIFTON SPRINGS RDDECATURGA30034582433968501(C)(3)DONATION2440526FMVMEDICAL SUPPLIES
CHILDRENS HEALTHCARE OF ATLANTA
1584 TULLIE ST NEATLANTAGA30329582367819501(C)(3)150000
FORWARD ATLANTA
235 INTERNATIONAL BLVDATLANTAGA30303580145520501(C)(3)26667DONATION
GEORGIA TRANSPLANT FOUNDATION
500 SUGAR MILL RD 170 AATLANTAGA30350582075193501(C)(3)13261DONATION
GRADY HEALTH FOUNDATION
191 PEACHTREE ST NEATLANTAGA30303582130437501(C)(3)12500
FieldValueIRS element (for citing)
Total Nbr Of501 C3 And Govt Grants187TotalNbrOf501C3AndGovtGrants
Total Nbr Of Other Organizations19TotalNbrOfOtherOrganizations

Form990 Schedule I Part III Form990ScheduleIPartIII

FieldValueIRS element (for citing)
Type Of GrantEMORY UNIVERSITY EDUCATIONAL ASSISTANCETypeOfGrant
Number Of Recipients9282NumberOfRecipients
Amount Of Cash Grant193080655AmountOfCashGrant

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 (25 entries)

Base 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
818364597220408684873121458183350096001575109862647143900
Susan Cruse
403728000157500220500214300462958000
John L Ford
28234600042300220500104280319054000
Michael ME Johns MD
506461000328280233500139950576634000
Earl Lewis
582228000306000220500179300652808000
Rosemary M Magee
27993000000220500215760323556000
Michael J Mandl
689580010000008314201001930150040987919000
Stephen D Sencer
377815000144000220500196190433884000
James W Wagner
87040300060694019545007408601200633000
Robert J Bachman
28546000884935206048997508616601275531216616633400
Mary L Cahill
55113902198330283500220500183670839739000
Robin Forman
40064800000188500186490438147000
John T Fox
555471545961049267411313963832557823331197212260652265312113422211145800
Susan M Grant
3413160011860424973049007115147161487635342920466100
Thomas J Lawley MD
71936200214665383790279863962546711120979039826549900
Dane Peterson
276948001024911083303215606697161475728806817334400
John M Rhee MD
0425540011718890157601615002641485216414162804100
Shervin Oskouei MD
048216508717970156511618002641523916444138485200
John Xerogeanes MD
055583107897070160901615002641586116414137748900
James Roberson MD
4382892216350540243319358652335009768170547172679944800
Robert W Bruce Jr MD
10198134578106568802722826186840562511638126317103712500
Gary S Hauk
21719402000000019740074780264412000
Robert APaul
38991801490000220500144630427921000
Fred Sanfilippo MD
443566263523001130337346269372873599111424249171734384600
Ron Sauder
25099800000220500136130286661000

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, Michael J. Mandl received a tuition benefit, which included a tax gross-up payment of $45,078. 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 $7,140 Michael J. Mandl $5,384
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. Mary L. Cahill $28,350 Wright CAughman $32,888 Susan Cruse $15,750 John L. Ford $ 4,230 Earl Lewis $30,600 Michael J. Mandl $22,680 Fred Sanfilippo $11,250 Stephen D. Sencer $14,400 James W. Wagner $58,321
NON-FIXED PAYMENTSSCHEDULE J, PART I, LINE 7Gary S. Hauk received a $20,000 performance bonus. Robert A. Paul received a $1,490 performance bonus.
SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLANSchedule J, Part II, Column CFor purposes of retention, Emory University made a contribution of $160,000 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 $550,000 to John T. Fox's 457(f) deferred compensation account, which is not vested and is subject to a substantial risk of forfeiture. In addition, Mr. Fox received a vested distribution from a 457(f) account in the amount of $1,114,580, which was related to awards from prior years. 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 $173,400 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)

Issuer EINIssuerEINCUSIP NumberCUSIPNumberDate IssuedDateIssuedIssue PriceIssuePriceDescription Of PurposeDescriptionOfPurposeDefeasedDefeasedOn Behalf Of IssuerOnBehalfOfIssuerPool FinancingPoolFinancing
PRIVATE COLLEGES AND UNIVERSITIES AUTHORITY
58140778074265LSF62005-08-04168534643SEE PART V - 2005Afalsefalsefalse
PRIVATE COLLEGES AND UNIVERSITIES AUTHORITY
58140778074265LSJ82005-08-04250000000SEE PART V - 2005Bfalsefalsefalse
PRIVATE COLLEGES AND UNIVERSITIES AUTHORITY
58140778074265LTD02005-08-25281575000SEE PART V - 2005Cfalsefalsefalse
PRIVATE COLLEGES AND UNIVERSITIES AUTHORITY
58140778074265LTV02008-06-19328058432SEE PART V - 2008ABCfalsefalsefalse

Form990 Schedule K Part II Form990ScheduleKPartII (4 entries)

Amount 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
43280000016853710000167537809996834024570002002truetruetruetrue
0025000230700249212532787468023070002005falsetruetruetrue
002876091460323853656620000168429500226060949536602007truefalsetruetrue
198225000033029969101121011487603750181097809161422958323500truefalsefalsetrue

Form990 Schedule K Part III Form990ScheduleKPartIII (4 entries)

Prcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthersPercentage Of Prvt Business Re UBIPercentageOfPrvtBusinessReUBITotal Private Business UseTotalPrivateBusinessUsePost Issuance Compliance ProcdrsPostIssuanceComplianceProcdrsOwning Bond Financed PropertyOwningBondFinancedPropertyAny Lease ArrangementsAnyLeaseArrangementsMngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprtyEngage Bond Counsel ContractsEngageBondCounselContractsAny Research AgreementsAnyResearchAgreementsEngage Bond Counsel ResearchEngageBondCounselResearch
0.000000.000000.00000true
0.000000.000000.00000true
0.003000.000000.00300truefalsetruetruefalsetruefalse
0.007000.000000.00700truefalsetruetruefalsetruefalse

Form990 Schedule K Part IV Form990ScheduleKPartIV (4 entries)

Form8038 T FiledForm8038TFiledVariable Rate IssueVariableRateIssueHedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecdsGross Proceeds Invested In GICGrossProceedsInvestedInGICBusiness Name Line1NameOfGICProvider/BusinessNameLine1Gross Proceeds InvestedGrossProceedsInvestedException To RebateExceptionToRebateTerm Of HedgeTermOfHedgeSuperintegrated HedgeSuperintegratedHedgeHedge TerminatedHedgeTerminatedTerm Of GICTermOfGICRegulatory Safe Harbor SatisfiedRegulatorySafeHarborSatisfied
0
falsefalsefalsefalse0truetrue
UBS & CITIGROUP
falsetruetruefalse0truefalse31.falsefalse
UBS & CITIGROUP
falsetruetruetrueTRANSAMERICA OCCIDENfalsetrue31.falsefalse1.4true
0
falsetruefalsefalse0falsetrue
FieldValueIRS element (for citing)
Fed Tax Requirements ComplianceXFedTaxRequirementsCompliance

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)

Issuer EINIssuerEINCUSIP NumberCUSIPNumberDate IssuedDateIssuedIssue PriceIssuePriceDescription Of PurposeDescriptionOfPurposeDefeasedDefeasedOn Behalf Of IssuerOnBehalfOfIssuerPool FinancingPoolFinancing
PRIVATE COLLEGES AND UNIVERSITIES AUTHORITY
58140778074265LVR62009-05-13253121397SEE PART V - 2009Bfalsefalsefalse
PRIVATE COLLEGES AND UNIVERSITIES AUTHORITY
58140778074265LXF02009-07-2499790294SEE PART V - 2009Cfalsefalsefalse
PRIVATE COLLEGES AND UNIVERSITIES AUTHORITY
58140778074272RAA42010-08-1827730000SEE PART V - 2010CPfalsefalsefalse
PRIVATE COLLEGES AND UNIVERSITIES AUTHORITY
58140778074265LYF92011-08-23238777766SEE PART V - 2011Afalsefalsefalse

Form990 Schedule K Part II Form990ScheduleKPartII (4 entries)

Amount 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
194450000253128451011034582101420001876072004000692100truefalsefalsetrue
00997920740098935000841733015341000truefalsefalsetrue
78000000277300000027730000000000truefalsefalsetrue
0023827776600236668501160926500000truetruefalsetrue

Form990 Schedule K Part III Form990ScheduleKPartIII (4 entries)

Owning 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 UseTotalPrivateBusinessUsePost Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs
falsetruetruefalsetruefalse0.020000.000000.02000true
falsetruetruefalsetruefalse0.007000.000000.00700true
falsetruetruefalsetruefalse0.005000.000000.00500true
falsetruetruefalsetruefalse0.003000.000000.00300true

Form990 Schedule K Part IV Form990ScheduleKPartIV (4 entries)

Form8038 T FiledForm8038TFiledVariable Rate IssueVariableRateIssueHedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecdsGross Proceeds Invested In GICGrossProceedsInvestedInGICBusiness Name Line1NameOfGICProvider/BusinessNameLine1Gross Proceeds InvestedGrossProceedsInvestedException To RebateExceptionToRebate
0
falsefalsefalsefalse0falsetrue
0
falsefalsefalsefalse0falsetrue
0
falsetruefalsefalse0falsetrue
0
falsefalsefalsefalse0falsetrue

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) $1,475,434 (D) STAFFING AND MANAGED SERVICES (E) NO REVENUE SHARING (A) ACCLARENT (B) DIRECTOR OF PARENT IS CURRENT OFFICER (C) $137,178 (D) MEDICAL SUPPLIES (E) NO REVENUE SHARING (A) BAXTER HEALTHCARE INTERNATIONAL, INC. (B) DIRECTOR IS TRUSTEE (C) $5,430,392 (D) MEDICAL SUPPLIES (E) NO REVENUE SHARING (A) BLACK ROCK, INC. (B) MANAGING DIRECTOR, CIO, FUNDAMENTAL FIXED INCOME PORTFOLIO OFFICER IS TRUSTEE (C) $1,627,643 (D) INVESTMENT MANAGEMENT FEES (E) NO REVENUE SHARING (A) COCA COLA COMPANY, THE (B) CHAIRMAN OF THE BOARD & CEO IS TRUSTEE (C) $712,788 (D) BEVERAGE PRODUCTS (E) NO REVENUE SHARING (A) COX ENTERPRISES, INC. (B) DIRECTOR IS TRUSTEE (C) $135,777 (D) ADVERTISING (E) NO REVENUE SHARING (A) DATEX OHMEDA (B) VICE CHAIRMAN OF PARENT IS TRUSTEE (C) $1,065,565 (D) MEDICAL SUPPLIES (E) NO REVENUE SHARING (A) DEPUY (B) DIRECTOR OF PARENT IS CURRENT OFFICER (C) $3,571,192 (D) MEDICAL SUPPLIES (E) NO REVENUE SHARING (A) GE HEALTHCARE & MEDICAL SYSTEMS (B) VICE CHAIRMAN IS TRUSTEE (C) $28,560,817 (D) MEDICAL SUPPLIES & EQUIPMENT (E) NO REVENUE SHARING (A) GEORGIA NATURAL GAS (B) DIRECTOR OF PARENT IS TRUSTEE (C) $118,200 (D) UTILITY PROVIDER (E) NO REVENUE SHARING (A) GEORGIA POWER COMPANY (B) DIRECTOR IS TRUSTEE (C) $29,930,981 (D) UTILITY PROVIDER (E) NO REVENUE SHARING (A) HYATT LEGAL PLANS, INC. (B) PRESIDENT & CEO OF PARENT IS TRUSTEE (C) $418,590 (D) EMPLOYEE LEGAL PLAN (E) NO REVENUE SHARING (A) IKON FINANCIAL SERVICES (B) VICE CHAIRMAN OF PARENT IS TRUSTEE (C) $266,637 (D) DOCUMENT MANAGEMENT SERVICES (E) NO REVENUE SHARING (A) JOHNSON & JOHNSON (B) DIRECTOR IS CURRENT OFFICER (C) $7,970,503 (D) MEDICAL SUPPLIES (E) NO REVENUE SHARING (A) MENTOR WORLDWIDE, LLC (B) DIRECTOR OF PARENT IS CURRENT OFFICER (C) $392,263 (D) MEDICAL SUPPLIES (E) NO REVENUE SHARING (A) METLIFE, INC (B) PRESIDENT & CEO IS TRUSTEE (C) $2,661,922 (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) $489,799 (D) PEST CONTROL SERVICES (E) NO REVENUE SHARING (A) SEIX INVESTMENT ADVISORS, LLC (B) DIRECTOR OF PARENT IS TRUSTEE (C) $514,023 (D) INVESTMENT MANAGEMENT FEES (E) NO REVENUE SHARING (A) STAPLES, INC. (B) DIRECTOR IS TRUSTEE (C) $4,150,144 (D) OFFICE SUPPLIES (E) NO REVENUE SHARING (A) SUNTRUST BANKS, INC. (B) DIRECTOR IS TRUSTEE (C) $566,594 (D) FEES (E) NO REVENUE SHARING (A) VISTAKON (B) DIRECTOR OF PARENT IS CURRENT OFFICER (C) $146,679 (D) MEDICAL SUPPLIES (E) NO REVENUE SHARING (A) WILLIAM CASTLE (B) FAMILY MEMBER OF TRUSTEE (C) $166,870 (D) EMPLOYEE (E) NO REVENUE SHARING (A) GEORGE H. GRANT (B) FAMILY MEMBER OF KEY EMPLOYEE (C) $108,021 (D) EMPLOYEE (E) NO REVENUE SHARING (A) MICHAEL M. JOHNS (B) FAMILY MEMBER OF OFFICER (C) $304,628 (D) EMPLOYEE (E) NO REVENUE SHARING (A) JOHN HARDMAN (B) FAMILY MEMBER OF TRUSTEE (C) $374,400 (D) EMPLOYEE (E) NO REVENUE SHARING (A) JOHN LAWLEY (B) FAMILY MEMBER OF KEY EMPLOYEE (C) $92,061 (D) EMPLOYEE (E) NO REVENUE SHARING (A) LESLIE LAWLEY (B) FAMILY MEMBER OF KEY EMPLOYEE (C) $187,755 (D) EMPLOYEE (E) NO REVENUE SHARING (A) RACHEL LAWLEY (B) FAMILY MEMBER OF KEY EMPLOYEE (C) $59,381 (D) EMPLOYEE (E) NO REVENUE SHARING (A) JANET SANFILIPPO (B) FAMILY MEMBER OF FORMER OFFICER (C) $118,147 (D) EMPLOYEE (E) NO REVENUE SHARING (A) ANN SENCER (B) FAMILY MEMBER OF OFFICER (C) $106,255 (D) EMPLOYEE (E) NO REVENUE SHARINGExplanation

Schedule M IRS990ScheduleM

Works Of Art WorksOfArt

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions9NumberOfContributions
Noncash Contribs Rptd F990170016NoncashContribsRptdF990
Method Of Determining RevenuesAPPRAISEDMethodOfDeterminingRevenues

Art Historical Treasures ArtHistoricalTreasures

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions22NumberOfContributions
Noncash Contribs Rptd F9901369223NoncashContribsRptdF990
Method Of Determining RevenuesAPPRAISEDMethodOfDeterminingRevenues
FieldValueIRS element (for citing)
Art Fractional InterestArtFractionalInterest

Books And Publications BooksAndPublications

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Noncash Contribs Rptd F9901225770NoncashContribsRptdF990
Method Of Determining RevenuesAPPRAISEDMethodOfDeterminingRevenues

Clothing And Household Goods ClothingAndHouseholdGoods

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Noncash Contribs Rptd F99038106NoncashContribsRptdF990
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 Contributions122NumberOfContributions
Noncash Contribs Rptd F99062642221NoncashContribsRptdF990
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
CollectiblesCollectibles
Food InventoryFoodInventory

Drugs And Medical Supplies DrugsAndMedicalSupplies

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions4NumberOfContributions
Noncash Contribs Rptd F99097996NoncashContribsRptdF990
Method Of Determining RevenuesAPPRAISEDMethodOfDeterminingRevenues
FieldValueIRS element (for citing)
TaxidermyTaxidermy
Historical ArtifactsHistoricalArtifacts
Scientific SpecimensScientificSpecimens
Archaeological ArtifactsArchaeologicalArtifacts
Number Of8283 Received14NumberOf8283Received
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. In U.S. News and World Report's annual ranking of "America's Best Colleges" Emory ranked 20th among national universities in 2011 and 2012 and has consistently been included in its Top 25 list since 1992. Emory also ranks in the top 20 schools for best value ("Great Schools, Great Prices"). In addition, Emory ranked 15th in Kiplinger's Personal Finance's "100 Best Values in Private Colleges." 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; Center for Ethics in Public Policy and the Professions; Center for International Programs Abroad; Center for Health, Culture and Society; Center for Teaching and Curriculum; The Cherry L. Emerson Center for Scientific Computation; Graduate Institute of the Liberal Arts; The Claus M. Halle Institute for Global Learning; and 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. It was ranked one of "America's Best Hospitals" 2012 and the number one ranked hospital in Georgia by U.S. News and World Report. 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 $27.4 million in charity care during the current fiscal year. The Hospital has 685 licensed beds, of which 120 are located at Emory University Orthopedic and Spine Hospital, and 1,161 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 -2012/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 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 505 licensed beds and 1,008 licensed physicians on staff. The current Community Benefits Report is published at http://whsc.emory.edu/home/publications/health-sciences/community-benefits -2012/charity/index.html.
FAMILY OR BUSINESS RELATIONSHIPSFORM 990, PART VI, LINE 2(1) TRUSTEE WALTER M. DERISO, JR. IS THE DIRECTOR AND CHAIRMAN OF, AND IS EMPLOYED BY, ATLANTIC CAPITAL BANCSHARES, INC. AND ATLANTIC CAPITAL BANK. TRUSTEES J. DAVID ALLEN AND CHILTON D. VARNER SERVED AS DIRECTORS OF BOTH COMPANIES. (2) TRUSTEES WALTER M. DERISO, JR., RUSSELL R. FRENCH AND ROBERT C. GODDARD WERE ALL BOARD MEMBERS OF POST PROPERTIES, INC. (3) TRUSTEES WENDELL REILLY AND CHILTON D. VARNER WERE BOTH MEMBERS OF THE BOARD OF DIRECTORS OF BROWN AND Brown, INC. (4) KEY EMPLOYEE THOMAS J. LAWLEY SITS ON THE BOARD OF DIRECTORS OF ROLLINS, INC. OF WHICH GARY W. ROLLINS IS PRESIDENT AND CEO. (5) OFFICER MICHAEL M.E. JOHNS AND TRUSTEE GARY W. ROLLINS WERE BOTH MEMBERS OF THE BOARD OF DIRECTORS OF GENUINE PARTS COMPANY. (6) TRUSTEES BEN F. JOHNSON, III AND C. ROB HENRIKSON ARE BOTH MEMBERS OF THE BOARD OF DIRECTORS OF INVESCO LTD.
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 2011 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 COMPRISED 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.
PUBLIC AVAILABILITY OF DOCUMENTSFORM 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.
NUMBER OF HOURS PER WEEK WORKED AT RELATED ORGANIZATIONSFORM 990, PART VII, COLUMN BJ. DAVID ALLEN 2 ELLEN A. BAILEY 3 RUSSELL R. FRENCH 6 JOHN T. GLOVER 1 ROBERT C. GODDARD III 3 GEORGE D. OVEREND 4 J. NEAL PURCELL 3 WENDELL S. REILLY 1 JOHN G. RICE 1 WRIGHT CAUGHMAN, MD 36 MICHAEL M.E. JOHNS, MD 1 EARL LEWIS 1 MICHAEL J. MANDL 4 JOHN T. FOX 44 SUSAN M. GRANT 14 THOMAS J. LAWLEY, MD 21 JOHN M. RHEE, MD 60 Shervin Oskouei, MD 60 JOHN XEROGEANES, MD 60 James Ray Roberson, MD 40 ROBERT W. BRUCE JR, MD 55 FRED SANFILIPPO 24
OTHER CHANGES IN NET ASSETSPART XI, LINE 5, RECONCILIATION OF NET ASSETSUnrealized gains (losses) on investments 106,734,008 Adjustment to annuities payable 1,225,739 Change in fair value of derivative instruments (74,867,784) Adjustment to Post-Retirement Benefit Plan (5,864,000) Non-operating Adjustment to receivable & Reserves 1,602,290 Cumulative effect of change in accounting (44,051,000) Transfer of net assets to consolidated affiliates 20,125,405 TOTAL OTHER CHANGES IN NET ASSETS 4,904,658
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); 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)
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.
CHANGES TO GOVERNING DOCUMENTSFORM 990, PART VI, LINE 4The bylaws of Emory University were changed as the result of the Board self-assessment: In unusual circumstances, allowed for an extension of a Trustee's term beyond attainment of age 70, but not beyond age 72; Changed Trustee Emeritus service as voting committee member from service up to age 75 to one-year terms that may be renewed, for a maximum of 5 years; Defined voting committee membership as being trustees and trustees emeriti; Defined Executive Committee membership as consisting of chairs of standing committees and up to 5 at-large members who shall serve one-year terms for a maximum of 3 years. One at-large member shall be an Alumni Trustee.

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 DRIVEATLANTAGA30322580566256INVESTMENTSGA149601121986NA
GOIZUETA BUSINESS SCHOOL REAL ESTATE
201 DOWMAN DRATLANTAGA30322261718943INVESTMENTSGA26524735NA
EMORY UNIVERSITY STUDENT HEALTH COUNSEL
201 DOWMAN DRIVEATLANTAGA30322271119602HEALTHCAREGA197496723881NA
ROSE ACQUISITIONS LLC
201 DOWMAN DRIVEATLANTAGA30322454889158INVESTMENTSGA00NA
EMORY INTEGRATED HEALTH SERVICES INC
201 DOWMAN DRIVEATLANTAGA30322580566256HEALTH CLAIMSGA00NA

Form990 Schedule R Part II Form990ScheduleRPartII (14 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
CRAWFORD W LONG MEMORIAL HOSPITAL AUXIL
550 PEACHTREE STATLANTAGA30308586035386HEALTHCAREGA501(c)(3)9NAfalse
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

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 OwnershipPercentageOwnershipAddress Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINLegal Domicile StateLegalDomicileState
CLIFTON CASUALTY INSURANCE COMPANY LTD
Box 1051GT George TownGrand CaymanCayman IslandsVIInsuranceCJEMORY HEALTHC CORP-37543061349892221.00000
NORTHLAKE REGIONAL PHYSICIANS CENTER
MEDICAL BLDGEMORY UNIVC CORP754432329620.750002850 PACES FERRY ROAD SUTIE 1140ATLANTAGA30339581850529GA
CHARITABLE REMAINER TRUSTS (46)
CHARITABLE TRUSTEMORY UNIVTRUST201 DOWMAN DRIVEATLANTAGA30322GA
POOLED INCOME FUND (1)
INCOME FUNDEMORY UNIVTRUST201 DOWMAN DRIVEATLANTAGA30322GA
ACTX INC
MEDICAL RESEARCHST JOS TRANSLATC CORP050172560.767605673 PEACHTREE DUNWOODY RDATLANTAGA30342830345672GA
SAINT JOSEPH'S SERVICE CORPORATION
PHARMACYEMORYST JOSC CORP65166718140091.000005673 PEACHTREE DUNWOODY RDATLANTAGA30342581750815GA
SAINT JOSEPH'S REAL ESTATE MGMT CORP
RE MANAGEMENTST JOS SERVICEC CORP44302610486181.000005673 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 (5 entries)

Transaction TypeTransactionTypeAmount InvolvedAmountInvolvedMethod Of Amt DeterminationMethodOfAmtDetermination
EMORY HEALTHCARE INC
R291209FMV
EMORY-CHILDREN'S CENTER INC
R2077986FMV
THE EMORY CLINIC INC
R58670899FMV
THE EMORY CLINIC INC
Q33602467FMV
Emory innovations Inc
Q3020000FMV

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