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EMORY UNIVERSITY: Form 990, tax year 2010

View the entire original 990 at ProPublica ↗

Organization
EMORY UNIVERSITY (EIN 58-0566256)
Tax period
2010-09-01 to 2011-08-31
Filed
2012-07-13
IRS object ID
201201959349301100
Schema version
2010v3.7
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)
Timestamp2012-07-13T14:28:09-05:00Timestamp
Tax Period End Date2011-08-31TaxPeriodEndDate

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 Date2010-09-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN580566256EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1EMORY UNIVERSITYBusinessNameLine1
FieldValueIRS element (for citing)
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 Signed2012-07-03DateSigned

Preparer Preparer

FieldValueIRS element (for citing)
Phone3362753394Phone
FieldValueIRS element (for citing)
Tax Year2010TaxYear
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 Receipts3085093069GrossReceipts
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 Body43NbrVotingMembersGoverningBody
Nbr Independent Voting Members30NbrIndependentVotingMembers
Total Nbr Employees20593TotalNbrEmployees
Total Nbr Volunteers5721TotalNbrVolunteers
Total Gross UBI31700089TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year534237968ContributionsGrantsPriorYear
Contributions Grants Current Year597623779ContributionsGrantsCurrentYear
Program Service Revenue Prior Year1911684337ProgramServiceRevenuePriorYear
Program Service Revenue CY1978143527ProgramServiceRevenueCY
Investment Income Prior Year287517130InvestmentIncomePriorYear
Investment Income Current Year479419659InvestmentIncomeCurrentYear
Other Revenue Prior Year11500031OtherRevenuePriorYear
Other Revenue Current Year29681251OtherRevenueCurrentYear
Total Revenue Prior Year2744939466TotalRevenuePriorYear
Total Revenue Current Year3084868216TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year209551116GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY237278731GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year1365953653SalariesEtcPriorYear
Salaries Etc Current Year1446159604SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year30000TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY13750TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year20613780TotalFundrsngExpCurrentYear
Other Expense Prior Year1085704247OtherExpensePriorYear
Other Expenses Current Year1073983851OtherExpensesCurrentYear
Total Expenses Prior Year2661239016TotalExpensesPriorYear
Total Expenses Current Year2757435936TotalExpensesCurrentYear
Revenues Less Expenses Prior Year83700450RevenuesLessExpensesPriorYear
Revenues Less Expenses CY327432280RevenuesLessExpensesCY
Total Assets BOY9161729578TotalAssetsBOY
Total Assets EOY9779880221TotalAssetsEOY
Total Liabilities BOY3241835438TotalLiabilitiesBOY
Total Liabilities EOY3230385863TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY5919894140NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY6549494358NetAssetsOrFundBalancesEOY
Info In Schedule O Part IIIXInfoInScheduleOPartIII
Mission DescriptionSEE SCHEDULE OMissionDescription
Significant New Program ServicesfalseSignificantNewProgramServices
Significant ChangefalseSignificantChange
Expense1415831181Expense
Grants237278731Grants
Revenue697527520Revenue
DescriptionSEE SCHEDULE ODescription

Activity2 Activity2

FieldValueIRS element (for citing)
Expense646857205Expense
Revenue741600375Revenue
DescriptionSEE SCHEDULE ODescription

Activity3 Activity3

FieldValueIRS element (for citing)
Expense477583116Expense
Revenue539015632Revenue
DescriptionSEE SCHEDULE ODescription
FieldValueIRS element (for citing)
Total Program Service Expense2540271502TotalProgramServiceExpense
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 With109621848NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup WitholdingtrueComplianceWithBackupWitholding
Number Of Employees20593NumberOfEmployees
Employment Tax Returns FiledtrueEmploymentTaxReturnsFiled
Unrelated Business IncometrueUnrelatedBusinessIncome
Form990-T FiledtrueForm990-TFiled
Foreign Financial AccounttrueForeignFinancialAccount
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTrans
Taxable Party NotificationfalseTaxablePartyNotification
Non Deductible ContributionsfalseNonDeductibleContributions
Quid Pro Quo ContributionstrueQuidProQuoContributions
Quid Pro Quo DisclosuretrueQuidProQuoDisclosure
Form8282 Property Disposed OffalseForm8282PropertyDisposedOf
Funds To Pay PremiumsfalseFundsToPayPremiums
Premiums PaidfalsePremiumsPaid
Indoor Tanning ServicesfalseIndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members43NbrVotingGoverningBodyMembers
Number Independent Voting Members30NumberIndependentVotingMembers
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 (69 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationOfficerOfficerKey EmployeeKeyEmployeeHighest Compensated EmployeeHighestCompensatedEmployeeFormerFormer
J David Allen
Trustee2.0X000
Kathelen Amos
Trustee1.0X000
Facundo L Bacardi
Trustee1.0X000
Ellen A Bailey
Trustee2.0X000
Thomas D Bell Jr
Trustee1.0X000
Arthur M Blank
Trustee1.0X000
Henry L Bowden Jr
Trustee3.0X000
Susan A Cahoon
Trustee1.0X000
G Lindsey Davis
Trustee2.0X000
Walter M Deriso Jr
Trustee3.0X000
James L Ferman Jr
Trustee2.0X000
Russell R French
Trustee2.0X000
James R Gavin III
Trustee1.0X000
John T Glover
Trustee3.0X000
Robert C Goddard III
Trustee1.0X000
Laura J Hardman
Trustee3.0X000
C Rob Henrikson
Trustee3.0X000
M Douglas Ivester
Trustee3.0X000
Charles Jenkins Jr
Trustee1.0X000
Ben F Johnson III
Trustee3.0X000
Ruth J Katz
Trustee1.0X000
Muhtar Kent
Trustee1.0X000
Jonathan K Layne
Trustee1.0X000
Teri Plummer McClure
Trustee1.0X000
John F Morgan
Trustee3.0X000
George D Overend
Trustee2.0X000
J Neal Purcell
Trustee3.0X000
Wendell S Reilly
Trustee3.0X000
John G Rice
Trustee1.0X000
Rick M Rieder
Trustee1.0X000
Teresa M Rivero
Trustee1.0X000
Katherine T Rohrer
Trustee1.0X000
Gary W Rollins
Trustee2.0X000
Diane W Savage
Trustee1.0X000
Jeffrey H Schwartz
Trustee1.0X000
Leah Ward Sears
Trustee1.0X000
Lynn H Stahl
Trustee1.0X000
James E Swanson Sr
Trustee1.0X000
Mary Virginia Taylor
Trustee1.0X000
Chilton D Varner
Trustee3.0X000
William C Warren IV
Trustee1.0X000
B MICHAEL WATSON
Trustee1.0X000
William H Willimon
Trustee1.0X000
Wright Caughman
EVP-Health Affairs35.0520723495256175545X
Susan Cruse
SVP-Dev/Alum Relations65.0379909042242X
John L Ford
SVP-Campus Life65.0279786032102X
Michael ME Johns
Chancellor65.0508133037267X
Earl Lewis
EVP-Academic Affairs65.0612492039192X
Rosemary M Magee
VP-University Secretary65.0260523039678X
Michael J Mandl
EVP-Finance/Admin65.07959550114732X
Stephen D Sencer
SVP-General Counsel65.0302790039588X
James W Wagner
President80.09108700261527X
Robert J Bachman
COO-Emory University Hospital60.02778897451496654X
Mary L Cahill
VP-Investments and CIO60.0830185040221X
Robin Forman
Dean60.027463707918X
John T Fox
CEO-Emory Healthcare26.01155382870663816131X
Susan M Grant
Chief Nursing Officer47.03202139010589184X
Thomas J Lawley
Dean52.0144860020316181309X
Dane Peterson
COO-Emory Hospital Midtown60.02619437048376509X
John D Puskas
Physician40.0119187659705530519X
John M Rhee
Physician2.050613150278829764X
Paul Kirshbom
Physician0.012100142898230730X
Robert W Bruce
Physician5.0103079121317134612X
John Xerogeanes
Physician0.00129406330819X
Kent B Alexander
SVP-General Counsel65.0324045036964X
Gary S Hauk
VP/Deputy to President60.0213707026283X
Fred Sanfilippo
EVP-Health Affairs26.052673671647186416X
Ron Sauder
VP-Communications60.0238259035189X
Robert APaul
Dean60.0407009035917X
FieldValueIRS element (for citing)
Total Reportable Comp From Org12207454TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs8556712TotalReportableCompFrmRltdOrgs
Total Other Compensation2367012TotalOtherCompensation
Number Individuals GT100 K1286NumberIndividualsGT100K
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
WHITING-TURNER CONTRACTING COMPANY
2300 WINDY RIDGE PARKWAYATLANTAGA30330CONTRACTING26664882
GILBANE BUILDING COMPANY
3550 ENGINEERING DRIVENORCROSSGA30092CONTRACTING17669093
NEW SOUTH CONSTRUCTION COMPANY
1132 WEST PEACHTREE STREETATLANTAGA30309CONTRACTING14000315
GAY CONSTRUCTION COMPANY
2907 LOG CABIN DRIVESMYRNAGA30080CONTRACTING7363874
FIRST TRANSIT
1880 JOHNSON ROAD AATLANTAGA30306SHUTTLE SERVICES4801246
FieldValueIRS element (for citing)
Number Of Contractors GT100 K231NumberOfContractorsGT100K
Fundraising Events350704FundraisingEvents
Government Grants497008340GovernmentGrants
All Other Contributions100264735AllOtherContributions
Noncash Contributions34883966NoncashContributions
Total Contributions597623779TotalContributions

Program Service Revenue ProgramServiceRevenue (5 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncomeUnrelated Business RevenueUnrelatedBusinessRevenue
TUITION AND FEES611600483251442483251442
HOSPITAL AND MEDICAL SERVICES62410013746154031374615403
AUXILIARY OPERATIONS6116006534207865342078
INDEPENDENT OPERATIONS72111021118684121886178930067
EDUCATIONAL/CLINICAL/RESEARCH6116003381592033815920
FieldValueIRS element (for citing)
Total Program Service Revenue1978143527TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column72493290TotalRevenueColumn
Unrelated Business Revenue22770022UnrelatedBusinessRevenue
Exclusion$49,723,268ExclusionAmount

Income From Invest Bond Proceeds IncomeFromInvestBondProceeds

FieldValueIRS element (for citing)
Total Revenue Column647TotalRevenueColumn
Exclusion$647ExclusionAmount

Royalties Revenue RoyaltiesRevenue

FieldValueIRS element (for citing)
Total Revenue Column6819357TotalRevenueColumn
Exclusion$6,819,357ExclusionAmount

Gross Rents GrossRents

FieldValueIRS element (for citing)
Real11897354Real

Rental Income Or Loss RentalIncomeOrLoss

FieldValueIRS element (for citing)
Real11897354Real

Net Rental Income Or Loss NetRentalIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column11897354TotalRevenueColumn
Exclusion$11,897,354ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities406702710Securities
Other223012Other

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities406702710Securities
Other223012Other

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column406925722TotalRevenueColumn
Exclusion$406,925,722ExclusionAmount
FieldValueIRS element (for citing)
Gross Income Fundraising Events51540GrossIncomeFundraisingEvents
Cntrbtns Rprtd Fundraising Events350704CntrbtnsRprtdFundraisingEvents
Fundraising Direct Expenses224853FundraisingDirectExpenses

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

FieldValueIRS element (for citing)
Total Revenue Column-173313TotalRevenueColumn
Exclusion-$173,313ExclusionAmount

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 ADMINISTRATION611710971539$971,539
CONCESSIONS/SERVICES6117109939800$9,939,800
NETWORK AND COMMUNICATIONS611710226514$226,514
FieldValueIRS element (for citing)
Total Other Revenue11137853TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column3084868216TotalRevenueColumn
Related Or Exempt Function Income1969213460RelatedOrExemptFunctionIncome
Unrelated Business Revenue31700089UnrelatedBusinessRevenue
Exclusion$486,330,888ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total50052949Total
Program Services50052949ProgramServices

Grants To Domestic Individuals GrantsToDomesticIndividuals

FieldValueIRS element (for citing)
Total177934217Total
Program Services177934217ProgramServices

Foreign Grants ForeignGrants

FieldValueIRS element (for citing)
Total9291565Total
Program Services9291565ProgramServices

Benefits To Members BenefitsToMembers

FieldValueIRS element (for citing)
Total0Total

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total10072948Total
Program Services6532986ProgramServices
Management And General3106364ManagementAndGeneral
Fundraising433598Fundraising

Comp Disqual Persons CompDisqualPersons

FieldValueIRS element (for citing)
Total0Total

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total981918505Total
Program Services903365025ProgramServices
Management And General68734295ManagementAndGeneral
Fundraising9819185Fundraising

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total72852569Total
Program Services67024363ProgramServices
Management And General5099680ManagementAndGeneral
Fundraising728526Fundraising

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total295060526Total
Program Services271455684ProgramServices
Management And General20654237ManagementAndGeneral
Fundraising2950605Fundraising

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total86255056Total
Program Services79354652ProgramServices
Management And General6037854ManagementAndGeneral
Fundraising862550Fundraising

Fees For Services Management FeesForServicesManagement

FieldValueIRS element (for citing)
Total14689177Total
Program Services14689177ProgramServices

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total7757678Total
Program Services6516449ProgramServices
Management And General1163652ManagementAndGeneral
Fundraising77577Fundraising

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total908106Total
Management And General908106ManagementAndGeneral

Fees For Services Lobbying FeesForServicesLobbying

FieldValueIRS element (for citing)
Total261301Total
Management And General261301ManagementAndGeneral

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total13750Total
Fundraising13750Fundraising

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total23885718Total
Management And General23885718ManagementAndGeneral

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total56157436Total
Program Services31448165ProgramServices
Management And General24147696ManagementAndGeneral
Fundraising561575Fundraising

Advertising Advertising

FieldValueIRS element (for citing)
Total3216871Total
Program Services3056027ProgramServices
Management And General160844ManagementAndGeneral

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total231738289Total
Program Services227103523ProgramServices
Management And General2317383ManagementAndGeneral
Fundraising2317383Fundraising

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total35269243Total
Program Services28568087ProgramServices
Management And General6348464ManagementAndGeneral
Fundraising352692Fundraising

Royalties Royalties

FieldValueIRS element (for citing)
Total133371Total
Program Services133371ProgramServices

Occupancy Occupancy

FieldValueIRS element (for citing)
Total93961717Total
Program Services82686311ProgramServices
Management And General10335789ManagementAndGeneral
Fundraising939617Fundraising

Travel Travel

FieldValueIRS element (for citing)
Total25945370Total
Program Services21794111ProgramServices
Management And General2594537ManagementAndGeneral
Fundraising1556722Fundraising

Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials

FieldValueIRS element (for citing)
Total0Total

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total16703821Total
Program Services16703821ProgramServices

Interest Interest

FieldValueIRS element (for citing)
Total71624232Total
Program Services68043020ProgramServices
Management And General3581212ManagementAndGeneral

Payments To Affiliates PaymentsToAffiliates

FieldValueIRS element (for citing)
Total0Total

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total156682040Total
Program Services150414758ProgramServices
Management And General6267282ManagementAndGeneral

Insurance Insurance

FieldValueIRS element (for citing)
Total17385106Total
Program Services17385106ProgramServices

Other Expenses OtherExpenses (5 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneral
EDUCATIONAL3792098637920986
MEDICAL152015542152015542
PROVISION FOR BAD DEBTS4892413548924135
ADMINISTRATIVE1094624010946240
HOSPITAL OVERHEAD ALLOCATION6785747267857472

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total2757435936Total
Program Services2540271502ProgramServices
Management And General196550654ManagementAndGeneral
Fundraising20613780Fundraising

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY453812106BOY
EOY490313983EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
BOY165564671BOY
EOY175168536EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY365770760BOY
EOY539180643EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

FieldValueIRS element (for citing)
BOY13545064BOY
EOY12765807EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY109157076BOY
EOY120308630EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis3951644918LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec1746734091LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY2198514533BOY
EOY2204910827EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY1831434882BOY
EOY1039318965EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
BOY3982837906BOY
EOY5162365629EOY

Investments Program Related InvestmentsProgramRelated

FieldValueIRS element (for citing)
BOY29509557BOY
EOY27724270EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY11583023BOY
EOY7822931EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY9161729578BOY
EOY9779880221EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY305586867BOY
EOY325459898EOY

Deferred Revenue DeferredRevenue

FieldValueIRS element (for citing)
BOY348493610BOY
EOY344399741EOY

Tax Exempt Bond Liabilities TaxExemptBondLiabilities

FieldValueIRS element (for citing)
BOY1502076693BOY
EOY1455827985EOY

Unsecured Notes Loans Payable UnsecuredNotesLoansPayable

FieldValueIRS element (for citing)
BOY334620658BOY
EOY330206260EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY751057610BOY
EOY774491979EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY3241835438BOY
EOY3230385863EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY2426988646BOY
EOY2669515273EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY2190430685BOY
EOY2383357779EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY1302474809BOY
EOY1496621306EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY5919894140BOY
EOY6549494358EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY9161729578BOY
EOY9779880221EOY
FieldValueIRS element (for citing)
Info In Schedule O Part XIXInfoInScheduleOPartXI
Reconcilation Revenue Expenses327432280ReconcilationRevenueExpenses
Reconcilation Other Changes302167938ReconcilationOtherChanges
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$261,301OtherActivitiesAmount
Total Lobbying Expenditures IIB261301TotalLobbyingExpendituresIIB
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 in 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 contacts by letters, phone calls, 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 and healthcare. Estimated expenses are as follows: Salaries: 171,380 Travel: 4,500 Miscellaneous: 41,015 Membership dues: 44,406 Total: 261,301Explanation

Schedule D IRS990ScheduleD

Art Public Exhibition Amts ArtPublicExhibitionAmts

FieldValueIRS element (for citing)
Revenues Included6394666RevenuesIncluded
Assets In Part X67091506AssetsInPartX
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 Balance385212586BeginningBalance
Additions During Year56219287AdditionsDuringYear
Distributions During Year1041070DistributionsDuringYear
Ending Balance440390803EndingBalance
Included On FSfalseIncludedOnFS

Current Year CurrentYear

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 Minus1 Year CurrentYearMinus1Year

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 Minus2 Years CurrentYearMinus2Years

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 Balance0.26160BoardDesignatedEOYBalance
Permanent Endowment EOY Balance0.51340PermanentEndowmentEOYBalance
Term Endowment EOY Balance0.22500TermEndowmentEOYBalance
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 Basis79769193OtherCostOrOtherBasis
Book Value81308962BookValue

Buildings Buildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis2301160878OtherCostOrOtherBasis
Depreciation797717300Depreciation
Book Value1503443578BookValue
FieldValueIRS element (for citing)
Leasehold ImprovementsLeaseholdImprovements

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis1569175078OtherCostOrOtherBasis
Depreciation949016791Depreciation
Book Value620158287BookValue
FieldValueIRS element (for citing)
Other Land BuildingsOtherLandBuildings
Total Of Book Value Land Buildings2204910827TotalOfBookValueLandBuildings
Financial DerivativesFinancialDerivatives
Closely Held Equity InterestsCloselyHeldEquityInterests

Other Securities OtherSecurities (8 entries)

DescriptionDescriptionBook ValueBookValueMethod Of ValuationMethodOfValuation
FIXED INCOME SECURITIES1177155620F
U.S. EQUITY SECURITIES506806080F
NON-U.S. EQUITY SECURITIES647133504F
OIL AND GAS PROPERTIES317873976F
PRIVATE MARKET INVESTMENTS1127163207F
MARKETABLE ALTERNATIVE INVEST.892185785F
REAL ESTATE INVESTMENTS270342029F
MISCELLANEOUS INVESTMENTS223705428F
FieldValueIRS element (for citing)
Total Of Book Value Securities5162365629TotalOfBookValueSecurities
Federal Income Tax Liability0FederalIncomeTaxLiability

Other Liabilities OtherLiabilities (6 entries)

DescriptionDescriptionAmountAmount
INTEREST PAYABLE$22,750,018
PROFESSIONAL LIABILITY RESERVE$62,937,952
DEPOSITS HELD IN CUSTODY$512,085,664
GOV ADVANCE-FEDERAL LOAN PROG$17,498,525
ANNUITIES PAYABLE$19,046,770
LIABILITY FOR DERIVATIVES$140,173,050
FieldValueIRS element (for citing)
Total Of Amounts774491979TotalOfAmounts

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 148 VOLUNTEERS DURING THE REPORTING YEAR WHO COLLECTIVELY PROVIDED APPROXIMATELY 4,200 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. As of August 31, 2011 and 2010, 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 (2 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
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, sex, sexual orientation, national origin, age, disability, 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 OfficesNumberOfOfficesNumber Of EmployeesNumberOfEmployeesType Of Activities ConductedTypeOfActivitiesConductedSpecific Services ProvidedSpecificServicesProvidedTotal ExpendituresTotalExpenditures
Central America and the Caribbean09Program ServicesEDUCATION0
Central America and the Caribbean00Program ServicesRESEARCH0
Central America and the Caribbean00Program ServicesHEALTHCARE0
Central America and the Caribbean01Program ServicesRECRUITING0
Central America and the Caribbean00Investments0
East Asia and the Pacific08Program ServicesEDCUCATION0
East Asia and the Pacific02Program ServicesRESEARCH0
East Asia and the Pacific00Program ServicesHEALTHCARE0
East Asia and the Pacific00Program ServicesCONFERENCES0
East Asia and the Pacific01Program ServicesRECRUITING0
East Asia and the Pacific030Program ServicesOFFICIAL TRAVEL0
Europe (Including Iceland and Greenland)148Program ServicesEDUCATION0
Europe (Including Iceland and Greenland)02Program ServicesRESEARCH0
Europe (Including Iceland and Greenland)00Program ServicesCONFERENCES0
Europe (Including Iceland and Greenland)01Program ServicesRECRUITING0
Europe (Including Iceland and Greenland)09Program ServicesOFFICIAL TRAVEL0
Europe (Including Iceland and Greenland)00Investments0
Middle East and North Africa02Program ServicesEDUCATION0
Middle East and North Africa00Program ServicesRESEARCH0
North America00Program ServicesRESEARCH0
North America012Program ServicesCONFERENCE0
North America01Program ServicesRECRUITING0
North America00Investments0
Russia and the Newly Independent States00Program ServicesEDUCATION0
Russia and the Newly Independent States00Program ServicesRESEARCH0
Russia and the Newly Independent States00Program ServicesHEALTHCARE0
South America05Program ServicesEDUCATION0
South America02Program ServicesRESEARCH0
South America00Program ServicesHEALTHCARE0
South America00Program ServicesCONFERENCE0
South America01Program ServicesRECRUITING0
South Asia08Program ServicesEDUCATION0
South Asia00Program ServicesRESEARCH0
South Asia00Program ServicesHEALTHCARE0
South Asia06Program ServicesOFFICIAL TRAVEL0
Sub-Saharan Africa02Program ServicesEDUCATION0
Sub-Saharan Africa330Program ServicesRESEARCH0
Sub-Saharan Africa00Program ServicesHEALTHCARE0
Sub-Saharan Africa00Investments0
Middle East and North Africa01Program ServicesRECRUITING0
FieldValueIRS element (for citing)
Subtotal Number Of Offices1SubtotalNumberOfOffices
Subtotal Number Of Employees111SubtotalNumberOfEmployees
Cont Number Of Offices3ContNumberOfOffices
Cont Number Of Employees70ContNumberOfEmployees
Total Number Of Offices4TotalNumberOfOffices
Total Number Of Employees181TotalNumberOfEmployees
Subtotal Amount Spent0SubtotalAmountSpent
Cont Amount Spent0ContAmountSpent
Total Amount Spent0TotalAmountSpent

Grants To Orgs Outside US GrantsToOrgsOutsideUS (63 entries)

RegionRegionPurpose Of GrantPurposeOfGrantAmount Of Cash GrantAmountOfCashGrantManner Of Cash DisbursementMannerOfCashDisbursement
SOUTH AMERICARESEARCH/SUBCONTRACT105986WIRE
SOUTH ASIARESEARCH/SUBCONTRACT67081WIRE
SOUTH ASIARESEARCH/SUBCONTRACT8291WIRE
NORTH AMERICARESEARCH/SUBCONTRACT14750CHECK
NORTH AMERICARESEARCH/SUBCONTRACT23426WIRE
EAST ASIA AND THE PACIFIRESEARCH/SUBCONTRACT44222WIRE
NORTH AMERICARESEARCH/SUBCONTRACT31800CHECK
SOUTH AMERICARESEARCH/SUBCONTRACT13016CHECK
SUB-SAHARAN AFRICARESEARCH/SUBCONTRACT75255WIRE
EAST ASIA AND THE PACIFIRESEARCH/SUBCONTRACT154795WIRE
CENTRAL AMERICA AND THERESEARCH/SUBCONTRACT8762WIRE
SUB-SAHARAN AFRICARESEARCH/SUBCONTRACT200000WIRE
SUB-SAHARAN AFRICARESEARCH/SUBCONTRACT69865WIRE
NORTH AMERICARESEARCH/SUBCONTRACT227928CHECK
SOUTH ASIARESEARCH/SUBCONTRACT21494WIRE
SOUTH ASIARESEARCH/SUBCONTRACT184404WIRE
MIDDLE EAST AND NORTH AFRESEARCH/SUBCONTRACT212827WIRE
EUROPERESEARCH/SUBCONTRACT143166CHECK
EUROPERESEARCH/SUBCONTRACT58556WIRE
NORTH AMERICARESEARCH/SUBCONTRACT496971WIRE
NORTH AMERICARESEARCH/SUBCONTRACT28000CHECK
EuropeRESEARCH/SUBCONTRACT50000WIRE
EUROPERESEARCH/SUBCONTRACT23143WIRE
EAST ASIA AND THE PACIFIRESEARCH/SUBCONTRACT67050WIRE
EAST ASIA AND THE PACIFIRESEARCH/SUBCONTRACT22594WIRE
SOUTH ASIARESEARCH/SUBCONTRACT152641WIRE
SOUTH AFRICARESEARCH/SUBCONTRACT50120WIRE
SUB-SAHARAN AFRICARESEARCH/SUBCONTRACT5433WIRE
SUB-SAHARAN AFRICAGRANT289901WIRE
EUROPERESEARCH/SUBCONTRACT30550WIRE
EUROPERESEARCH/SUBCONTRACT2280368WIRE
EAST ASIA AND THE PACIFIRESEARCH/SUBCONTRACT150480WIRE
EAST ASIA AND THE PACIFIRESEARCH/SUBCONTRACT39453CHECK
SUB-SAHARAN AFRICARESEARCH/SUBCONTRACT157703WIRE
SOUTH ASIARESEARCH/SUBCONTRACT74186CHECK
MIDDLE EAST AND NORTH AFRESEARCH/SUBCONTRACT261471WIRE
SUB-SAHARAN AFRICARESEARCH/SUBCONTRACT69719WIRE
EAST ASIA AND THE PACIFIRESEARCH/SUBCONTRACT13128WIRE
EAST ASIA AND THE PACIFIRESEARCH/SUBCONTRACT122271WIRE
East Asia/PacificRESEARCH/SUBCONTRACT22594WIRE
RUSSIA AND THE NEWLY INDRESEARCH/SUBCONTRACT8453WIRE
SOUTH ASIARESEARCH/SUBCONTRACT232600WIRE
SOUTH ASIARESEARCH/SUBCONTRACT57500WIRE
NORTH AMERICARESEARCH/SUBCONTRACT46176CHECK
SOUTH ASIARESEARCH/SUBCONTRACT202525WIRE
EAST ASIA AND THE PACIFIRESEARCH/SUBCONTRACT1098940WIRE
Sub-Saharan AfricaRESEARCH/SUBCONTRACT117369WIRE
Sub-Saharan AfricaRESEARCH/SUBCONTRACT55482WIRE
EAST ASIA AND THE PACIFIRESEARCH/SUBCONTRACT39479WIRE
SUB-SAHARAN AFRICARESEARCH/SUBCONTRACT44180WIRE
NORTH AMERICARESEARCH/SUBCONTRACT91163WIRE
SOUTH AMERICARESEARCH/SUBCONTRACT21800WIRE
SOUTH AMERICARESEARCH/SUBCONTRACT42081WIRE
EUROPERESEARCH/SUBCONTRACT51147CHECK
NORTH AMERICARESEARCH/SUBCONTRACT130163CHECK
SOUTH AMERICARESEARCH/SUBCONTRACT32122WIRE
NORTH AMERICARESEARCH/SUBCONTRACT43687CHECK
EUROPERESEARCH/SUBCONTRACT92702WIRE
NORTH AMERICARESEARCH/SUBCONTRACT44292CHECK
SOUTH ASIARESEARCH/SUBCONTRACT7474WIRE
EAST ASIA AND THE PACIFIRESEARCH/SUBCONTRACT59700WIRE
Europe/Iceland/GreenlandRESEARCH SUBCONTRACT105000WIRE
Sub-Saharan AfricaRESEARCH SUBCONTRACT594130WIRE
FieldValueIRS element (for citing)
Total Number Of501c3 Orgs57TotalNumberOf501c3Orgs
Total Number Of Other Orgs6TotalNumberOfOtherOrgs
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 IndividualMEDALIST SPORTSNameOfIndividual

Address US AddressUS

FieldValueIRS element (for citing)
Address Line11015 TYRONE ROAD 710AddressLine1
CityTYRONECity
StateGAState
ZIP Code30290ZIPCode
FieldValueIRS element (for citing)
ActivityFUNDRAISINGActivity
Fundraiser Control Of FundsfalseFundraiserControlOfFunds
Gross Receipts19120GrossReceipts
Amount Retained By Contractor13750AmountRetainedByContractor
Net To Organization5370NetToOrganization
FieldValueIRS element (for citing)
Total Gross Receipts19120TotalGrossReceipts
Total Retained By Contractors13750TotalRetainedByContractors
Total Net To Organization5370TotalNetToOrganization
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 Event1VENERALIANameOfEvent1
Gross Receipts Event1184205GrossReceiptsEvent1
Charitable Contributions Event1162085CharitableContributionsEvent1
Gross Revenue Event122120GrossRevenueEvent1
Other Direct Expenses Event178894OtherDirectExpensesEvent1
Name Of Event2SECOND CENTURYNameOfEvent2
Gross Receipts Event297419GrossReceiptsEvent2
Charitable Contributions Event297419CharitableContributionsEvent2
Rent Facility Costs Event25575RentFacilityCostsEvent2
Other Direct Expenses Event284375OtherDirectExpensesEvent2
Total Number Of Other Events3TotalNumberOfOtherEvents
Gross Receipts Other Events120620GrossReceiptsOtherEvents
Charitable Contrib Other Events91200CharitableContribOtherEvents
Gross Revenue Other Events29420GrossRevenueOtherEvents
Other Direct Expenses Other Events56009OtherDirectExpensesOtherEvents
Gross Receipts Total402244GrossReceiptsTotal
Charitable Contributions Total350704CharitableContributionsTotal
Gross Revenue Total Events51540GrossRevenueTotalEvents
Rent Facility Costs Total Events5575RentFacilityCostsTotalEvents
Other Direct Expenses Total Events219278OtherDirectExpensesTotalEvents
Direct Expense Summary Events224853DirectExpenseSummaryEvents
Net Income Summary-173313NetIncomeSummary

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 Expense46898236TotalCommunityBenefitExpense
Direct Offsetting Revenue0DirectOffsettingRevenue
Net Community Benefit Expense46898236NetCommunityBenefitExpense
Percent Of Total Expense0.01740PercentOfTotalExpense

Unreimbursed Medicaid UnreimbursedMedicaid

FieldValueIRS element (for citing)
Total Community Benefit Expense97569623TotalCommunityBenefitExpense
Direct Offsetting Revenue96396040DirectOffsettingRevenue
Net Community Benefit Expense1173583NetCommunityBenefitExpense
Percent Of Total Expense0.00040PercentOfTotalExpense

Unreimbursed Costs UnreimbursedCosts

FieldValueIRS element (for citing)
Total Community Benefit Expense3939211TotalCommunityBenefitExpense
Direct Offsetting Revenue1228114DirectOffsettingRevenue
Net Community Benefit Expense2711097NetCommunityBenefitExpense
Percent Of Total Expense0.00100PercentOfTotalExpense

Total Charity Care TotalCharityCare

FieldValueIRS element (for citing)
Total Community Benefit Expense148407070TotalCommunityBenefitExpense
Direct Offsetting Revenue97624154DirectOffsettingRevenue
Net Community Benefit Expense50782916NetCommunityBenefitExpense
Percent Of Total Expense0.01880PercentOfTotalExpense

Community Health Services CommunityHealthServices

FieldValueIRS element (for citing)
Total Community Benefit Expense2425099TotalCommunityBenefitExpense
Direct Offsetting Revenue1250DirectOffsettingRevenue
Net Community Benefit Expense2423849NetCommunityBenefitExpense
Percent Of Total Expense0.00090PercentOfTotalExpense

Health Professions Education HealthProfessionsEducation

FieldValueIRS element (for citing)
Total Community Benefit Expense286939687TotalCommunityBenefitExpense
Direct Offsetting Revenue52935706DirectOffsettingRevenue
Net Community Benefit Expense234003981NetCommunityBenefitExpense
Percent Of Total Expense0.08680PercentOfTotalExpense

Subsidized Health Services SubsidizedHealthServices

FieldValueIRS element (for citing)
Total Community Benefit Expense209388251TotalCommunityBenefitExpense
Direct Offsetting Revenue85641186DirectOffsettingRevenue
Net Community Benefit Expense123747065NetCommunityBenefitExpense
Percent Of Total Expense0.04590PercentOfTotalExpense

Research Research

FieldValueIRS element (for citing)
Total Community Benefit Expense450275232TotalCommunityBenefitExpense
Direct Offsetting Revenue96268DirectOffsettingRevenue
Net Community Benefit Expense450178964NetCommunityBenefitExpense
Percent Of Total Expense0.16690PercentOfTotalExpense

Cash And In Kind Contributions CashAndInKindContributions

FieldValueIRS element (for citing)
Total Community Benefit Expense1684286TotalCommunityBenefitExpense
Direct Offsetting Revenue500DirectOffsettingRevenue
Net Community Benefit Expense1683786NetCommunityBenefitExpense
Percent Of Total Expense0.00060PercentOfTotalExpense

Total Other Benefits TotalOtherBenefits

FieldValueIRS element (for citing)
Total Community Benefit Expense950712555TotalCommunityBenefitExpense
Direct Offsetting Revenue138674910DirectOffsettingRevenue
Net Community Benefit Expense812037645NetCommunityBenefitExpense
Percent Of Total Expense0.30110PercentOfTotalExpense

Total Community Benefits TotalCommunityBenefits

FieldValueIRS element (for citing)
Total Community Benefit Expense1099119625TotalCommunityBenefitExpense
Direct Offsetting Revenue236299064DirectOffsettingRevenue
Net Community Benefit Expense862820561NetCommunityBenefitExpense
Percent Of Total Expense0.31990PercentOfTotalExpense

Community Support CommunitySupport

FieldValueIRS element (for citing)
Total Community Building Expense1875TotalCommunityBuildingExpense
Net Community Building Expense1875NetCommunityBuildingExpense

Total Total

FieldValueIRS element (for citing)
Total Community Building Expense1875TotalCommunityBuildingExpense
Net Community Building Expense1875NetCommunityBuildingExpense
FieldValueIRS element (for citing)
Bad Debt Expense ReportedtrueBadDebtExpenseReported
Bad Debt Expense$20,305,707BadDebtExpenseAmount
Amount Attributable To406114AmountAttributableTo
Amount Reimbursed By Medicare312151986AmountReimbursedByMedicare
Cost Of Care Reimbursed By Medicare305776798CostOfCareReimbursedByMedicare
Medicare Surplus Or Shortfall6375188MedicareSurplusOrShortfall

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 NumberHospitalFacilityNumber
EMORY UNIVERSITY HOSPITAL
1
EMORY UNIVERSITY HOSPITAL MIDTOWN
2

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 -2011/INDEX.HTML
SUBSIDIZED HEALTH SERVICESPART I, LINE 7GEMORY UNIVERSITY HAS INCLUDED $38,628,650 (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 $60,145,333, 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) THREE JOINT VENTURES, EMORY-ADVENTIST HOSPITAL, EMORY EASTSIDE MEDICAL CENTER AND EMORY JOHNS CREEK HOSPITAL, THE LAST OF WHICH EMORY HEALTHCARE ASSUMED FULL OWNERSHIP OF EFFECTIVE MARCH 1, 2011. ALTHOUGH PART OF THE EMORY HEALTHCARE SYSTEM, THE VARIOUS HOSPITALS ARE OPERATING DIVISIONS OF DIFFERENT EMORY ENTITIES. EMORY UNIVERSITY HOSPITAL AND EMORY UNIVERSITY HOSPITAL MIDTOWN ARE OPERATING DIVISIONS OF EMORY UNIVERSITY. WESLEY WOODS GERIATRIC HOSPITAL IS AN OPERATING DIVISION OF WESLEY WOODS CENTER OF EMORY UNIVERSITY, INC. WESLEY WOODS LONG TERM HOSPITAL, INC. IS SEPARATELY INCORPORATED. EMORY ADVENTIST, INC. IS SEPARATELY INCORPORATED. EMORY JOHNS CREEK HOSPITAL AND EMORY EASTSIDE MEDICAL CENTER ARE PART OF A JOINT VENTURE WITH COLUMBIA HCA HEALTHCARE CORPORATION. EFFECTIVE MARCH 1ST, 2011 EMORY HEALTHCARE ASSUMED FULL OWNERSHIP OF EMORY JOHNS CREEK HOSPITAL. IN ADDITION, EMORY HAS CLOSE WORKING RELATIONSHIPS WITH OTHER HOSPITALS, INCLUDING GRADY MEMORIAL HOSPITAL ("GRADY"), CHILDREN'S HEALTHCARE OF ATLANTA, INC. AND THE ATLANTA VETERANS AFFAIRS MEDICAL CENTER ("ATLANTA VA"). EMORY UNIVERSITY SCHOOL OF MEDICINE IS A MAJOR SUPPLIER OF THE PHYSICIANS (BOTH MEDICAL FACULTY AND PHYSICIAN RESIDENTS IN TRAINING) AT GRADY, PROVIDING 85% OF PHYSICIAN CARE AT THIS FACILITY, WHICH IS ONE OF THE LARGEST PUBLIC HOSPITALS IN THE SOUTHEAST. EMORY UNIVERSITY HOSPITAL, EMORY UNIVERSITY HOSPITAL MIDTOWN, WESLEY WOODS GERIATRIC HOSPITAL AND WESLEY WOODS LONG TERM CARE HOSPITAL, AS WELL AS GRADY, THE ATLANTA VA, AND CHILDREN'S HEALTHCARE OF ATLANTA, INC., SERVE AS TEACHING FACILITIES FOR THE EMORY UNIVERSITY SCHOOL OF MEDICINE (PROVIDING VENUES FOR RESIDENCY TRAINING) AND EMORY'S NELL HODGSON WOODRUFF SCHOOL OF NURSING (PROVIDING DEDICATED EDUCATION UNITS FOR NURSING STUDENTS). EMORY UNIVERSITY HOSPITAL AND EMORY UNIVERSITY HOSPITAL MIDTOWN ALSO ARE ACTIVE SITES WITHIN THE CLINICAL INTERACTION NETWORK OF THE NIH-SPONSORED ATLANTA CLINICAL & TRANSLATIONAL SCIENCE INSTITUTE (ACTSI), WHICH SEEKS TO MAKE CLINICAL TRIALS FOR NEW TREATMENTS MORE EFFICIENT AND MORE AVAILABLE THROUGHOUT THE COMMUNITY. EMORY IS THE LEAD PARTNER IN ACTSI, WHICH ALSO INVOLVES MOREHOUSE SCHOOL OF MEDICINE AND THE GEORGIA INSTITUTE OF TECHNOLOGY. THROUGH THE EMORY MEDICAL CARE FOUNDATION, INC. (EMCF), WHICH IS CONTROLLED BY EMORY UNIVERSITY, EMORY PHYSICIANS PROVIDED $24 MILLION IN UNCOMPENSATED PATIENT CARE TO GRADY IN FY 2011. 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 $34.9 MILLION FOR THIS PURPOSE IN FY 2011. IN FY 2011 EMORY PROVIDED $24 MILLION TO GRADY FOR MEDICAL RESIDENTS AND PHYSICIANS. 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 (EMORY UNIVERSITY, EMORY UNIVERSITY HOSPITAL, AND EMORY UNIVERSITY HOSPITAL MIDTOWN) 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 -2011/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 -2011/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 -2011/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 HAVE THE HIGHEST CASE-MIX INDEX OF ANY HOSPITAL IN THE UNIVERSITY HEALTH SYSTEM CONSORTIUM DATABASE, WHICH MEANS THAT ITS PATIENTS ARE AMONG THE SICKEST TREATED ANY WHERE IN THE COUNTRY AND INCLUDE PATIENTS ROUTINELY REFERRED FROM HOSPITALS THROUGHOUT ATLANTA AND THE REGION. EMORY UNIVERSITY HOSPITAL ALSO PROVIDES SERVICES AND PROCEDURES AVAILABLE NOWHERE ELSE IN THE STATE, INCLUDING HIGH COMPLEX TRANSPLANT PROCEDURES, AMONG OTHERS. EMORY UNIVERSITY HOSPITAL HELPS PIONEER, TEST, AND DEVELOP NEW PROCEDURES THAT EVENTUALLY MAKE THEIR WAY INTO THE BROADER COMMUNITY OF HEALTH CARE PROVIDERS. IN ADDITION, IN PARTNERSHIP WITH THE CENTERS FOR DISEASE CONTROL AND PREVENTION, EMORY UNIVERSITY HOSPITAL HAS A SPECIAL ISOLATION UNIT FOR THE CARE OF PATIENTS WITH SERIOUS COMMUNICABLE DISEASES - SUCH AS CDC EMPLOYEES WHO HAVE CONFIRMED, PROBABLE, OR SUSPECTED INFECTION WITH OR EXPOSURE TO PATHOGENS SUCH AS EBOLA, SMALLPOX, PNEUMONIC PLAGUE, OR SARS THAT ARE ASSOCIATED WITH HIGH INFECTIVITY RATES. EMORY UNIVERSITY HOSPITAL MIDTOWN (EUHM), WHICH INCLUDES A LEVEL III NEONATAL INTENSIVE CARE UNIT AMONG IT'S OTHER ICUS, ALSO HAS A CASE-MIX INDEX THAT IS CONSIDERABLY HIGHER THAN THAT OF MOST COMMUNITY HOSPITALS. THIS HOSPITAL CONTINUES TO BE IN THE TOP 10 OF HIGHEST CASE-MIX INDEX OF HOSPITALS IN THE UNIVERSITY HEALTH SYSTEM CONSORTIUM DATABASE. IN PARTNERSHIP WITH THE ATLANTA POLICE DEPARTMENT, EMORY UNIVERSITY HOSPITAL MIDTOWN HAS A MINI ATLANTA POLICE STATION PRECINCT ON ITS SITE, WHICH HOUSES THIRTY SWORN POLICE EMPLOYEES WITH RESPONSIBILITY FOR PATROLLING MIDTOWN AND DOWNTOWN ATLANTA. EUHM SPONSORS PERIODIC WORKDAYS DURING WHICH EMPLOYEES DO CLEAN-UP ACTIVITIES IN THE NEIGHBORHOOD AROUND EUHM. EUHM ALSO COLLABORATES WITH STATE AGENCIES IN GEORGIA AND THE ROSWELL EMPLOYMENT AGENCY BRIGGS & ASSOCIATES ON PROJECT SEARCH TO TARGET HIGH SCHOOL SENIORS WITH DEVELOPMENTAL DISABILITIES FOR ONE-ON-ONE JOB TRAINING AND COACHING. THESE YOUNG PEOPLE BECOME REGULAR EMPLOYEES, EARNING REGULAR WAGES. EUHM RECEIVED THE "FREEDOM TO COMPETE" AWARD IN 2007 FROM THE EQUAL OPPORTUNITY COMMISSION FOR ITS ROLE AS THE STARTING LOCATION FOR THIS PROGRAM.
FOOTNOTE TO FINANCIAL STATEMENTSPART III, SECTION A, LINE 4THE ORGANIZATION RECORDS AN ALLOWANCE FOR DOUBTFUL ACCOUNTS FOR ESTIMATED LOSSES RESULTING FROM THE UNWILLINGNESS OF PATIENTS TO MAKE PAYMENTS FOR SERVICES. THE ALLOWANCE IS DETERMINED BY ANALYZING HISTORICAL DATA AND TRENDS. ACCOUNTS RECEIVABLE ARE WRITTEN OFF AGAINST THE ALLOWANCE FOR DOUBTFUL ACCOUNTS WHEN MANAGEMENT DETERMINES THAT RECOVERY IS UNLIKELY AND COLLECTION EFFORTS CEASE. COST TO CHARGE RATIO IS USED TO DETERMINE THE COST ASSOCIATED WITH RENDERING SERVICES TO MEDICARE PATIENTS. ANY DISCOUNT ON A PATIENT ACCOUNT IS NOT CONSIDERED TO BE BAD DEBT. LIKEWISE ANY PAYMENTS RECEIVED ON ACCOUNTS ARE NOT CONTEMPLATED IN THE CALCULATION.
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 9BPOLICY REQUIRES ALL ACCOUNTS TO BE REVIEWED FOR POSSIBLE CHARITY CREDIT/COLLECTION WRITE-OFF. COLLECTION PRACTICES ARE NOT UNDERTAKEN WITH RESPECT TO CHARGES RELATED TO SERVICES COVERED BY THE ORGANIZATION'S CHARITY CARE POLICY.
HOSPITAL FACILITIESPART 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 4EMORY HEALTHCARE DEFINES THE COMMUNITY IT SERVES BROADLY TO INCLUDE THE LOCAL METROPOLITAN ATLANTA AREA AND THE STATE OF GEORGIA. EMORY HEALTHCARE IS ALSO ACTIVE THROUGHOUT THE COUNTRY AND THE GLOBAL COMMUNITY. FOR MORE INFORMATION PLEASE SEE "COMMUNITY" AS FOUND AT http://www.emoryhealthcare.org/community/index.html. EMORY HEALTHCARE PARTICIPATES IN COUNTLESS LOCAL COMMUNITY EVENTS TO HELP RAISE FUNDING AND AWARENESS FOR IMPORTANT CAUSES. A FEW OF THESE ARE: ATLANTA HEART WALK, ATLANTA MOTOR SPEEDWAY, AND PEACHTREE ROAD RACE. EMORY HEALTHCARE IS ALSO ACTIVELY INVOLVED IN THE COMMUNITY AND CHARITABLE ORGANIZATIONS AROUND THE GLOBE. A LIST OF THE ORGANIZATIONS WE SUPPORT CAN BE FOUND AT http://www.emoryhealthcare.org/community/global-community-reach.html.
PROMOTION OF COMMUNITY HEALTHPART VI, LINE 5NOT APPLICABLE
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 (209 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/A249543RESEARCH/SUBCONTRACT
AGNES SCOTT COLLEGE
141 EAST COLLEGE AVENUEDECATURGA30030581978750501(C)(3)46914RESEARCH/SUBCONTRACT
AHS HOSPITAL CORP DBA ATLANTIC HEALTH
PO BOX 48328NEWARKNJ07101521958352501(C)(3)28200RESEARCH/SUBCONTRACT
AID ATLANTA INC
1605 PEACHTREE ST NEATLANTAGA30309581537967501(C)(3)27088RESEARCH/SUBCONTRACT
ALZHEIMER'S ASSOCIATION
225 NORTH MICHIGAN AVECHICAGOIL60601363463656501(C)(3)10000SPONSORHIP
AMERICAN HEART ASSOCIATION
7272 GREENVILLE AVEDALLASTX75231135613797501(C)(3)15000SPONSORHIP
ASSOCIATION OF IMMUNIZATION MANAGERS
620 HUNGERFORD STE 29ROCKVILLEMD20850522346043501(C)(3)25624RESEARCH/SUBCONTRACT
ATLANTA RESEARCH & EDUCATION
1670 CLAIRMONT ROAD 151FATLANTAGA30033581857346501(C)(3)19976RESEARCH/SUBCONTRACT
BATTELLE
505 KING AVECOLUMBUSOH43201314379427N/A4774649RESEARCH/SUBCONTRACT
BAYLOR COLLEGE OF MEDICINE
6621 FANNIN STHOUSTONTX77030741613878501(C)(3)586232RESEARCH/SUBCONTRACT
BAYLOR RESEARCH INSTITUTE
3310 LIVE OAKDALLASTX75204751921898501(C)(3)5724RESEARCH/SUBCONTRACT
BERRIEN COUNTY COLLABORATIVE
1015 EXUM RDNASHVILLEGA316395623113251157500RESEARCH/SUBCONTRACT
BETH ISRAEL MEDICAL CENTER
1ST AVE AT 16TH STNEW YORKNY10003135564934501(C)(3)63227RESEARCH/SUBCONTRACT
BOSTON CHILDREN'S HOSPITAL
1295 BOYLSTON STREETBOSTONMA02215042774441501(C)(3)62133RESEARCH/SUBCONTRACT
BRIGHAM AND WOMENS HOSPITAL
75 FRANCES STBOSTONMA02115042312909501(C)(3)39074RESEARCH/SUBCONTRACT
CAMBRIDGE HEALTH ALLIANCE
1493 CAMBRIDGE STCAMBRIDGEMA02139043167608501(C)(3)221444RESEARCH/SUBCONTRACT
CASE WESTERN RESERVE UNIVERSITY
10900 EUCLID AVECLEVELANDOH44106341018992501(C)(3)104614RESEARCH/SUBCONTRACT
CDC FOUNDATION
55 PARK PLACEATLANTAGA30303582106707115173910RESEARCH/SUBCONTRACT
CEDARS-SINAI MEDICAL CENTER
6500 WILSHIRE BVDLOS ANGELESCA90048951644600501(C)(3)113931RESEARCH/SUBCONTRACT
CENTER FOR NEUROSCIENCE RIDDLE HEALTH
RIDDLE MEMORIAL HOSPITALMEDIAPA19063231529076501(C)(3)22345RESEARCH/SUBCONTRACT
CHATHAM SAVANNAH YOUTH FUTURES
6 EAST BAY STREETSAVANNAHGA314015818252591157500RESEARCH/SUBCONTRACT
CHILD WELFARE COLLABORATIVE
1360 PEACHTREE ST NEATLANTAGA30309274872302501(C)(3)32000RESEARCH/SUBCONTRACT
CHILDREN'S HEALTHCARE OF ATLANTA
1584 TULLIE CIRATLANTAGA30329582367819501(C)(3)756671RESEARCH/SUBCONTRACT
CHILDREN'S HOSPITAL & REGIONAL MED CTR
4800 SAND POINT WAY NESEATTLEWA98105910564748501(C)(3)180162RESEARCH/SUBCONTRACT
CHILDREN'S HOSPITAL MEDICAL CENTER
ONE PERKINS SQAKRONOH44308310833936501(C)(3)152234RESEARCH/SUBCONTRACT
CHILDREN'S HOSPITAL OF PHILADELPHIA
PO BOX 822350PHILADELPHIAPA19182231352166501(C)(3)117370RESEARCH/SUBCONTRACT
CHILDRENS RESEARCH INSTITUTE
111 MICHIGAN AVE NWWASHINGTONDC20010521654453501(C)(3)45707RESEARCH/SUBCONTRACT
CHINA MEDICAL BOARD INC
2 ARROW STREETCAMBRIDGEMA02138131659619501(C)(3)5554RESEARCH/SUBCONTRACT
CLARK ATLANTA UNIVERSITY
223 JAMES P BRAWLEY DRATLANTAGA30314581825259501(C)(3)105534RESEARCH/SUBCONTRACT
CLEMSON UNIVERSITY
51 NEW CHERRY STCLEMSONSC29634570426335501(C)(3)16920RESEARCH/SUBCONTRACT
CLEVELAND CLINIC FOUNDATION
P O BOX 931562CLEVELANDOH44193340714585501(C)(3)24005RESEARCH/SUBCONTRACT
COLUMBIA UNIVERSITY
630 W 168TH ST UNIT 39NEW YORKNY10032135598093501(C)(3)434974RESEARCH/SUBCONTRACT
COMPREHENSIVE CARE CENTER
1900 PATTERSON STNASHVILLETN37203621546612501(C)(3)224413RESEARCH/SUBCONTRACT
CONNECTICUT CHILDREN'S MEDICAL
CENTERHARTFORDCT06106060646755501(C)(3)61300RESEARCH/SUBCONTRACT
CONSORTIUM FOR CLINICAL DIAGNOSTICS
4600 E WEST HWY STE 525BETHESDAMD20814371473821501(C)(3)298373RESEARCH/SUBCONTRACT
CORNELL UNIVERSITY DEPOSITORY
341 PINE TREE RDITACHANY14850150532082501(C)(3)113842RESEARCH/SUBCONTRACT
CU AEROSPACE LLC
2100 S OAK STCHAMPAIGNIL61820371373803N/A53234RESEARCH/SUBCONTRACT
DANA FARBER CANCER INSTITUTE
44 BINNEY STBOSTONMA02115042263040501(C)(3)834386RESEARCH/SUBCONTRACT
DAVIDSON COLLEGE
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DECATUR BOOK FESTIVAL
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DODGE CONNECTION
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DUKE UNIVERSITY
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DYSTONIA MEDICAL RESEARCH FOUNDATION
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FARMWORKER HEALTH & SAFETY INSTITUTE INC
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GEORGETOWN UNIVERSITY
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GEORGIA CENTER FOR ONCOLOGY
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GEORGIA INSTITUTE OF TECHNOLOGY
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GEORGIA PUBLIC HEALTH ASSOCIATION
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GEORGIA STATE UNIV RESEARCH FNDN
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GEORGIA STATE UNIVERSITY
PO BOX 4059ATLANTAGA30302586002050501(C)(3)121501RESEARCH/SUBCONTRACT
GEORGIA TECH RESEARCH CORPORATION
P O BOX 100117ATLANTAGA30384580603146501(C)(3)4425850RESEARCH/SUBCONTRACT
GRADY HEALTH FOUNDATION
191 PEACHTREE ST STE 800ATLANTAGA30303582130437501(C)(3)10000SPONSORHIP
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 RDCHICAGOIL60613362894128501(C)(3)5741RESEARCH/SUBCONTRACT
INDIANA UNIVERSITY
PO BOX 6020INDIANAPOLISIN46206356001673501(C)(3)32743RESEARCH/SUBCONTRACT
INSTITUTE FOR MEDICAL RESEARCH INC
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INSTITUTE FOR THE STUDY OF DISADVANTAGE DISABILITY
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JAMES MADISON UNIVERSITY
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JMH CONSULTING
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JOHNS HOPKINS UNIVERSITY
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JSI RESEARCH & TRAINING INSTITUTE
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JUVENILE DIABETES RESEARCH FOUNDATION
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KAISER FOUNDATION HEALTH PLAN
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KAISER FOUNDATION RESEARCH
1800 HARRISON ST 16TH FLOAKLANDCA94612941105628501(C)(3)102883RESEARCH/SUBCONTRACT
LA JOLLA INSTITUTE OF ALLERGY&IMMUNOLOGY
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LINCOLN PARK ZOOLOGICAL SOCIETY
PO BOX 14903CHICAGOIL60614362512404501(C)(3)20196RESEARCH/SUBCONTRACT
LOUISIANA STATE UNIVERSITY
SHREVEPORT MED LIBRARYSHREVEPORTLA71130726000848501(C)(3)17018RESEARCH/SUBCONTRACT
MARKETZERO
1526 DEKALB AVEATLANTAGA30307270468516N/A10700RESEARCH/SUBCONTRACT
MASSACHUSETTS GENERAL
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MAYO CLINIC ARIZONA
13400 E SHE BOULEVARDSCOTTSDALEAZ85259860800150501(C)(3)67650RESEARCH/SUBCONTRACT
MAYO CLINIC FOUNDATION
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MEDICAL CENTER OF CENTRAL GEORGIA
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MEDICAL UNIV OF SOUTH CAROLINA
DEPT OF OPHTHALMOLOGYCHARLESTONSC29425576007222501(C)(3)358058RESEARCH/SUBCONTRACT
MEDSHARE INTERNATIONAL INC
3240 CLIFTON SPRINGS RDDECATURGA30034582433968501(C)(3)DONATION1660698FMVMEDICAL SUPPLIES
MERIDIAN EDUCATIONAL RESOURCE GR
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MIAMI CHILDREN'S HOSPITAL
3100 SW 62ND AVEMIAMIFL33155592602318501(C)(3)25480RESEARCH/SUBCONTRACT
MONTEFIORE MEDICAL CENTER
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MOREHOUSE COLLEGE
830 WESTVIEW DR SWATLANTAGA30314580566205501(C)(3)35300RESEARCH/SUBCONTRACT
MOREHOUSE SCHOOL OF MEDICINE
720 WESTVIEW DR SWATLANTAGA30310581438873501(C)(3)1529542RESEARCH/SUBCONTRACT
MOUNT SINAI SCHOOL OF MEDICINE
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NATIONAL BUSINESS GROUP
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NATIONAL RURAL HEALTH ASSOCIATION
1108 K ST NE 2ND FLWASHINGTONDC20005010363873501(C)(3)57424RESEARCH/SUBCONTRACT
NEMOURS CHILDREN'S CLINIC
10140 CENTURION PKWYJACKSONVILLEFL32256590634433501(C)(3)9814RESEARCH/SUBCONTRACT
NEW MEXICO INSTITUTE OF MINING
801 LEROY PLSOCORRONM87801856000411501(C)(3)24117RESEARCH/SUBCONTRACT
NEW YORK UNIVERSITY
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NEWTON COUNTY
1113 USHER ST NW STE101COVINGTONGA30014586000295501(C)(3)7501RESEARCH/SUBCONTRACT
NORTH CAROLINA STATE
CAMPUS BOX 7111RALEIGHNC27695566000756501(C)(3)51047RESEARCH/SUBCONTRACT
NORTHERN CALIFORNIA INSTITUTE OF
4150 CLEMENT STSAN FRANCISCOCA94121943084159501(C)(3)50068RESEARCH/SUBCONTRACT
NORTHRIDGE SYSTEMS INC
1080 HOLCOMB BRIDGE ROADROSWELLGA30076582573839N/A8868RESEARCH/SUBCONTRACT
NORTHSHORE UNIVERSITY HEALTHSYSTEM
1301 CENTRAL STEVANSTONIL60201364191793501(C)(3)11715RESEARCH/SUBCONTRACT
NORTHWESTERN UNIVERSITY
2145 SHERIDAN RDEVANSTONIL60208362167817501(C)(3)8181RESEARCH/SUBCONTRACT
OREGON HEALTH & SCIENCE UNIV
MAIL CODE AD220PORTLANDOR97201237083114501(C)(3)88362RESEARCH/SUBCONTRACT
PALO ALTO INSTITUTE FOR RESEARCH
PO BOX V-38PALO ALTOCA94304770207331501(C)(3)337491RESEARCH/SUBCONTRACT
PARTNERS FOR INTERNAT'L DEVELOPMENT
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PEDIATRIX MEDICAL GROUP INC
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PENNSYLVANIA STATE UNIVERSITY
103 SHIELDS BLDGUNIVERSITY PARKPA16802246000376501(C)(3)285425RESEARCH/SUBCONTRACT
PETER CAMPOS INC
3080 VINE CIRDECATURGA30033575236306N/A35535RESEARCH/SUBCONTRACT
PHOEBE PUTNEY MEMORIAL HOSPITAL
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PHYSICAL SCIENCES INC
100 NEW ENGLAND BUS CNTRANDOVERMA01810042517090N/A75000RESEARCH/SUBCONTRACT
PRIMARY HEALTH CARE CENTER OF DADE INC
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PROGNOSYS BIOSCIENCE INC
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REGENTS OF THE UNIVERSITY OF CALIFORNIA
1 SHIELDS AVEDAVISCA95618946036494501(C)(3)84926RESEARCH/SUBCONTRACT
REHABILITATION INSTITUTE OF CHICAGO
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RHODE ISLAND HOSPITAL
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RICHMOND COUNTY BOARD OF HEALTH
1916 NORTH LEG ROADAUGUSTAGA3090958600031011594926RESEARCH/SUBCONTRACT
ROCKEFELLER UNIVERSITY PRESS
P O BOX 27530NEW YORKNY10087131624158501(C)(3)43400RESEARCH/SUBCONTRACT
RUSH UNIVERSITY MEDICAL CENTER
1700 W VAN BURNE STREETCHICAGOIL60612362174823501(C)(3)113601RESEARCH/SUBCONTRACT
RUTGERS UNIVERSITY
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SAINT JOSEPH'S HOSPITAL
5565 PTREE DUNWOODY RDATLANTAGA30342580566257501(C)(3)25000SPONSORHIP
SAINT LOUIS UNIVERSITY
3700 WEST PINE MALLST LOUISMO63108430654872501(C)(3)45130RESEARCH/SUBCONTRACT
SAN DIEGO STATE UNIVERSITY
5250 CAMPANILE DRSAN DIEGOCA92182956042721501(C)(3)142968RESEARCH/SUBCONTRACT
SOMEONE CARES INC OF ATLANTA
1950 SPECTRUM CIRMARIETTAGA30067412025888501(C)(3)8700RESEARCH/SUBCONTRACT
SOUTHWEST GEORGIA CANCER COALITION
P O BOX 1962ALBANYGA31702820567901501(C)(3)239288RESEARCH/SUBCONTRACT
SPELMAN COLLEGE
BOX 333ATLANTAGA30314580566243501(C)(3)189789RESEARCH/SUBCONTRACT
ST FRANCIS MEDICAL CENTER
530 NE GLEN OAKPEORIAIL61637370662569501(C)(3)14166RESEARCH/SUBCONTRACT
STAND INCORPORATED
4319 COVINGTON HWY 117-ADECATURGA30035582548153501(C)(3)13500RESEARCH/SUBCONTRACT
STANFORD UNIVERSITY
FRANCES C ARRILLAGA ALUMSTANFORDCA94305941156365501(C)(3)1543676RESEARCH/SUBCONTRACT
STATE UNIVERSITY OF NEW YORK
CAREER DEVELOP CTRBINGHAMPTONNY13902146013200501(C)(3)121235RESEARCH/SUBCONTRACT
TASK FORCE FOR CHILD SURVIVAL
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TEMPLE UNIVERSITY
040-13 BROAD STPHILADELPHIAPA19122231365971501(C)(3)21720RESEARCH/SUBCONTRACT
TEXAS BIOMEDICAL RESEARCH INSTITUTE
PO BOX 760549SAN ANTONIOTX78245741109630501(C)(3)122709RESEARCH/SUBCONTRACT
THE CARTER CENTER
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THE MEDICAL COLLEGE OF WISCONSIN
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THE NEW SCHOOL
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THE OHIO STATE UNIVERSITY
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THE PERINATAL RESEARCH CENTER
MATERNAL-FETAL GRP PLZNASHVILLETN37203621205221501(C)(3)44933RESEARCH/SUBCONTRACT
THE REGENTS OF THE UNIV OF CALIFORNIA
1130 K STSACRAMENTOCA95798941539563501(C)(3)102423RESEARCH/SUBCONTRACT
THE RESEARCH INSTITUTE AT NATIONWIDE
PO BOX 715245COLUMBUSOH43260316056230501(C)(3)848648RESEARCH/SUBCONTRACT
THE ROCKEFELLER UNIVERSITY
1230 YORK AVENEW YORKNY10021131624188501(C)(3)555324RESEARCH/SUBCONTRACT
THE SCRIPPS RESEARCH INSTITUTE
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THOMAS JEFFERSON UNIVERSITY
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THOMSON REUTERS (HEALTHCARE) INC
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TJ MARTELL FOUNDATION
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TOBACCO LAW CENTER
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TRUSTEES OF THE UNIVERSITY OF PENN
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TUBMAN AFRICAN AMERICAN MUSEUM
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TUFTS UNIVERSITY
169 HOLLAND STREETSOMERVILLEMA02144042103634501(C)(3)309022RESEARCH/SUBCONTRACT
TULANE UNIVERSITY
LATIN AMERICAN LIBNEW ORLEANSLA70118720423889501(C)(3)281358RESEARCH/SUBCONTRACT
TURNER COUNTY BOARD OF EDUCATION
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UCREGENTS
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UCLA
UCLA REMIT BOX 951432LOS ANGELESCA90095956006143501(C)(3)290281RESEARCH/SUBCONTRACT
UGA RESEARCH FOUNDATION INC
456 E BROAD STATHENSGA30602581353149501(C)(3)1214337RESEARCH/SUBCONTRACT
UNIV OF ARKANSAS FOR MEDICAL SCIENCES
4301 W MARKHAM 812LITTLE ROCKAR72205716046242501(C)(3)127674RESEARCH/SUBCONTRACT
UNIVERSITY OF MASSACHUSETTS
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UNIVERSITY OF ALABAMA - BIRMINGHAM
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UNIVERSITY OF ARIZONA
1130 E HELEN STTUCSONAZ85721742652689501(C)(3)218386RESEARCH/SUBCONTRACT
UNIVERSITY OF CALIFORNIA
ONE SHIELDS AVENUEDAVISCA95616956006144501(C)(3)714199RESEARCH/SUBCONTRACT
UNIVERSITY OF CENTRAL FLORIDA
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UNIVERSITY OF CHICAGO
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UNIVERSITY OF CINCINNATI
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UNIVERSITY OF COLORADO
12631 E 19TH AVE C238-L15AURORACO80045846000555501(C)(3)317074RESEARCH/SUBCONTRACT
UNIVERSITY OF COLORADO AT DENVER
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UNIVERSITY OF DAYTON
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UNIVERSITY OF FLORIDA
UNIVERSITY AVENUEGAINESVILLEFL32610596002052501(C)(3)36604RESEARCH/SUBCONTRACT
UNIVERSITY OF GEORGIA
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UNIVERSITY OF GEORGIA RESEARCH
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UNIVERSITY OF ILLINOIS
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UNIVERSITY OF IOWA
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UNIVERSITY OF KENTUCKY
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UNIVERSITY OF LOUISVILLE
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UNIVERSITY OF MEDICINE & DENTISTRY OF NJ
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UNIVERSITY OF MIAMI
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UNIVERSITY OF MICHIGAN
PO BOX 223131PITTSBURGHPA15251386006309501(C)(3)2405336RESEARCH/SUBCONTRACT
UNIVERSITY OF MINNESOTA
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UNIVERSITY OF MISSISSIPPI MEDICAL CENTER
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UNIVERSITY OF MONTANA
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UNIVERSITY OF NORTH CAROLINA
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UNIVERSITY OF PENNSYLVANIA
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UNIVERSITY OF PITTSBURGH
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UNIVERSITY OF SOUTH CAROLINA
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UNIVERSITY OF SOUTHERN CALIFORNIA
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UNIVERSITY OF SOUTHERN CALIFORNIA-LA
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UNIVERSITY OF TENNESSEE
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UNIVERSITY OF TEXAS
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UNIVERSITY OF TEXAS PRESS
PO BOX 7819AUSTINTX78713746000203501(C)(3)68234RESEARCH/SUBCONTRACT
UNIVERSITY OF UTAH
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UNIVERSITY OF WASHINGTON
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UNIVERSITY OF WISCONSIN
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UNIVERSITY RESEARCH CO LLC
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URBAN INSTITUTE
2100 M ST NWWASHINGTONDC20042520880375501(C)(3)30777RESEARCH/SUBCONTRACT
UT MD ANDERSON CANCER CENTER
1515 HOLCOMBE BLVDHOUSTONTX77327746001118501(C)(3)31457RESEARCH/SUBCONTRACT
VACCINE & GENE THERAPY INST FLORIDA INC
11352 SW VILLAGE PKPORT ST LUCIEFL34987364631835501(C)(3)414901RESEARCH/SUBCONTRACT
VANDERBILT UNIVERSITY
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VIRTUAL REALITY AIDS INC
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W L CLIFTON POLITICAL CONSULTING
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WAKE FOREST UNIVERSITY
1834 WAKE FOREST RDWINSTONSALEMNC27157560532138501(C)(3)21330RESEARCH/SUBCONTRACT
WASHINGTON UNIVERSITY
ONE BROOKLINE DRST LOUISMO63160430653611501(C)(3)201483RESEARCH/SUBCONTRACT
WEILL MEDICAL COLLEGE CORNELL UNIV
1300 YORK AVENEW YORKNY10005131623978501(C)(3)18798RESEARCH/SUBCONTRACT
WEST END MEDICAL CENTER
868 YORK AVE SWATLANTAGA30310581233448501(C)(3)100888RESEARCH/SUBCONTRACT
WISTAR INSTITUTE
3601 SPRUCE STPHILADELPHIAPA19104236434390501(C)(3)26234RESEARCH/SUBCONTRACT
WORLDSTRIDES
PO BOX 6276CHARLOTTESVILLEVA22906541902946N/A6000RESEARCH/SUBCONTRACT
YALE UNIVERSITY
300 GEORGE ST STE 2110NEW HAVENCT06511060646973501(C)(3)364289RESEARCH/SUBCONTRACT
FieldValueIRS element (for citing)
Total Nbr Of501 C3 And Govt Grants193TotalNbrOf501C3AndGovtGrants
Total Nbr Of Other Organizations16TotalNbrOfOtherOrganizations

Form990 Schedule I Part III Form990ScheduleIPartIII

FieldValueIRS element (for citing)
Type Of GrantEMORY UNIVERSITY EDUCATIONAL ASSISTANCETypeOfGrant
Number Of Recipients8642NumberOfRecipients
Amount Of Cash Grant177934217AmountOfCashGrant

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 which require THAT 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 (26 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
5176741785960273467304943193157350051961299968326950825500
Susan Cruse
367759000121500220500201920422151000
John L Ford
27627600035100220500100520311888000
Michael ME Johns
480989000271440233500139170545400000
Earl Lewis
5341420500000283500220500171420651684000
Rosemary M Magee
26052300000220500176280300201000
Michael J Mandl
60525209075009995301001930145390910687000
Stephen D Sencer
289865010000029250220500175380342378000
James W Wagner
85213900058731019205006947701172397000
Robert J Bachman
272713007448451763049007192517080274929986914918800
Mary L Cahill
52752602764690261900220500181710870406000
Robin Forman
27404000059700079180282555000
John T Fox
488315478625035088466706741154760850295542122551519164449257326542040
Susan M Grant
318594009007516193049006571642001436832931317018900
Thomas J Lawley
7057490020316174285102782638168402911286148045525261500
Dane Peterson
260860007045310833005319192001411827114313779200
John D Puskas
152529541086036149103934719820179490125700122239559705500
John M Rhee
0426050503611061230252155081618002521333267045151612000
Paul Kirshbom
120887673330645451121619816480041641008632744143906800
Robert W Bruce
1030613956060795526182203918684015328600137091121377100
John Xerogeanes
055631207222250155261618002461439316426130845600
Kent B Alexander
32284000012050220500149140361009000
Gary S Hauk
2137070000019380069030239990000
Robert APaul
38769801851108000220500138670442926000
Fred Sanfilippo
51165739703502791731507940263282503403994931463456447976514400
Ron Sauder
2382590000031115040740273448000

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 $13,907. 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. John T. Fox $2,827 Michael J. Mandl $8,076
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 five 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 $26,190 Susan Cruse $12,150 John L. Ford $ 3,510 John T. Fox $ 9,984 Earl Lewis $28,350 Michael J. Mandl $34,020 Stephen D. Sencer $ 2,925 James W. Wagner $55,980
NON-FIXED PAYMENTSSCHEDULE J, PART I, LINE 7Earl Lewis received a $50,000 performance bonus. Stephen D. Sencer received a $10,000 performance bonus.
SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLANSchedule J, Part II, Column CFor purposes of retention, Emory University made a contribution of $134,000 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 $732,600 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 $654,204, 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. John D. Puskas received a vested distribution from a 457(f) account in the amount of $1,039,079, which was related to awards from prior years. For purposes of retention, Emory University made a contribution of $170,000 to James W. Wagner's 457(f) deferred compensation account, which is not vested and is subject to a substantial risk of forfeiture.

Schedule K IRS990ScheduleK

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
31185000016853710000167537809996834024570002002truetruetruetrue
0025000230700249212532787468023070002005falsetruetruetrue
002876091460323853656620000168429500226060949536602007truefalsetruetrue
1982250000330299691011210114876037501810978091614229583235002011truefalsetruetrue

Form990 Schedule K Part III Form990ScheduleKPartIII (4 entries)

Owning Bond Financed PropertyOwningBondFinancedPropertyAny Lease ArrangementsAnyLeaseArrangementsMngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprtyAny Research AgreementsAnyResearchAgreementsBond Counsel Routinely EngagedBondCounselRoutinelyEngagedPrcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthersPercentage Of Prvt Business Re UBIPercentageOfPrvtBusinessReUBITotal Private Business UseTotalPrivateBusinessUsePost Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs
falsefalsefalsefalsefalse0.000000.000000.00000true
falsefalsefalsefalsefalse0.000000.000000.00000true
falsetruetruetruetrue0.010000.000000.01000true
falsetruetruetruetrue0.011000.000000.01100true

Form990 Schedule K Part IV Form990ScheduleKPartIV (4 entries)

Form8038 T FiledForm8038TFiledVariable Rate IssueVariableRateIssueHedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecdsSuperintegrated HedgeSuperintegratedHedgeHedge TerminatedHedgeTerminatedGross Proceeds Invested In GICGrossProceedsInvestedInGICGross Proceeds InvestedGrossProceedsInvestedException To RebateExceptionToRebateTerm Of HedgeTermOfHedgeBusiness Name Line1NameOfGICProvider/BusinessNameLine1Term Of GICTermOfGICRegulatory Safe Harbor SatisfiedRegulatorySafeHarborSatisfied
(no name)
falsefalsefalsefalsefalsefalsetruetrue
UBS & CITIGROUP
falsetruetruefalsefalsefalsetruefalse31.
UBS & CITIGROUP
falsetruetruefalsefalsetruefalsetrue31.TRANSAMERICA OCCIDEN1.4true
(no name)
falsetruefalsefalsefalsefalsefalsetrue

Form990 Schedule K Part V Form990ScheduleKPartV

FieldValueIRS element (for citing)
IdentifierSUPPLEMENTAL INFORMATIONIdentifier
Return ReferenceSCHEDULE K, PART VReturnReference
ExplanationSEE SCHEDULE O FOR SUPPLEMENTAL INFORMATION RELATED TO SCHEDULE K.Explanation

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) $889,108 (D) STAFFING AND MANAGED SERVICES (E) NO REVENUE SHARING (A) BAXTER HEALTHCARE INTERNATIONAL, INC. (B) DIRECTOR IS TRUSTEE (C) $5,346,912 (D) MEDICAL SUPPLIES (E) NO REVENUE SHARING (A) BLACK ROCK, INC. (B) MANAGING DIRECTOR, CIO, FUNDAMENTAL FIXED INCOME PORTFOLIO OFFICER IS TRUSTEE (C) $1,618,791 (D) INVESTMENT MANAGEMENT FEES (E) NO REVENUE SHARING (A) COCA COLA COMPANY, THE (B) CHAIRMAN OF THE BOARD IS TRUSTEE (C) $510,994 (D) BEVERAGE PRODUCTS (E) NO REVENUE SHARING (A) COX ENTERPRISES, INC. (B) DIRECTOR IS TRUSTEE (C) $347,369 (D) ADVERTISING (E) NO REVENUE SHARING (A) DATEX OHMEDA (B) PRESIDENT & CEO OF PARENT IS TRUSTEE (C) $777,213 (D) MEDICAL SUPPLIES (E) NO REVENUE SHARING (A) DEPUY (B) DIRECTOR OF PARENT IS CURRENT OFFICER (C) $1,422,179 (D) MEDICAL SUPPLIES (E) NO REVENUE SHARING (A) GE HEALTHCARE & MEDICAL SYSTEMS (B) PRESIDENT & CEO IS TRUSTEE (C) $19,989,883 (D) MEDICAL SUPPLIES & EQUIPMENT (E) NO REVENUE SHARING (A) GEORGIA POWER COMPANY (B) BOARD MEMBER OF PARENT IS TRUSTEE (C) $27,726,356 (D) UTILITY PROVIDER (E) NO REVENUE SHARING (A) HYATT LEGAL PLANS, INC. (B) DIRECTOR OF PARENT IS TRUSTEE (C) $368,583 (D) EMPLOYEE LEGAL PLAN (E) NO REVENUE SHARING (A) JOHNSON & JOHNSON (B) DIRECTOR IS CURRENT OFFICER (C) $7,026,552 (D) MEDICAL SUPPLIES (E) NO REVENUE SHARING (A) LAMAR ADVERTISING COMPANY (B) DIRECTOR IS TRUSTEE (C) $45,350 (D) ADVERTISING (E) NO REVENUE SHARING (A) MENTOR WORLDWIDE, LLC (B) DIRECTOR OF PARENT IS CURRENT OFFICER (C) $286,149 (D) MEDICAL SUPPLIES (E) NO REVENUE SHARING (A) METLIFE, INC (B) CHAIRMAN, PRESIDENT & CEO IS TRUSTEE (C) $2,555,232 (D) INSURANCE PROVIDER (E) NO REVENUE SHARING (A) ORKIN, INC. (B) CHAIRMAN OF THE BOARD IS TRUSTEE (C) $509,146 (D) PEST CONTROL SERVICES (E) NO REVENUE SHARING (A) PUBLIX SUPER MARKETS, INC. (B) CHAIRMAN OF THE BOARD IS TRUSTEE (C) $116,655 (D) SUPERMARKET PRODUCTS (E) NO REVENUE SHARING (A) SEIX-TRUSCO CAPITAL (B) DIRECTOR OF PARENT IS TRUSTEE (C) $763,171 (D) INVESTMENT MANAGEMENT FEES (E) NO REVENUE SHARING (A) STAPLES, INC. (B) BOARD MEMBER IS TRUSTEE (C) $4,090,148 (D) OFFICE SUPPLIES (E) NO REVENUE SHARING (A) SUNTRUST BANKS, INC. (B) BOARD MEMBER IS TRUSTEE (C) $444,779 (D) FEES (E) NO REVENUE SHARING (A) UNITED PARCEL SERVICE (B) OFFICER IS TRUSTEE (C) $201,183 (D) DELIVERY SERVICE (E) NO REVENUE SHARING (A) VISTAKON (B) DIRECTOR OF PARENT IS CURRENT OFFICER (C) $165,678 (D) MEDICAL SUPPLIES (E) NO REVENUE SHARING (A) PAMELA K. ALLEN (B) FAMILY MEMBER OF DIRECTOR (C) $27,151 (D) EMPLOYEE (E) NO REVENUE SHARING (A) WILLIAM CASTLE (B) FAMILY MEMBER OF TRUSTEE (C) $162,800 (D) EMPLOYEE (E) NO REVENUE SHARING (A) CHRISTOPHER YOUNGS CAUGHMAN (B) FAMILY MEMBER OF OFFICER (C) $25,418 (D) EMPLOYEE (E) NO REVENUE SHARING (A) KANEY FEDOVSKIY (B) FAMILY MEMBER OF OFFICER (C) $34,685 (D) EMPLOYEE (E) NO REVENUE SHARING (A) GEORGE H. GRANT (B) FAMILY MEMBER OF KEY EMPLOYEE (C) $105,577 (D) EMPLOYEE (E) NO REVENUE SHARING (A) MICHAEL M. JOHNS (B) FAMILY MEMBER OF OFFICER (C) $268,364 (D) EMPLOYEE (E) NO REVENUE SHARING (A) JOHN LAWLEY (B) FAMILY MEMBER OF KEY EMPLOYEE (C) $89,405 (D) EMPLOYEE (E) NO REVENUE SHARING (A) LESLIE LAWLEY (B) FAMILY MEMBER OF KEY EMPLOYEE (C) $181,157 (D) EMPLOYEE (E) NO REVENUE SHARING (A) RACHEL LAWLEY (B) FAMILY MEMBER OF KEY EMPLOYEE (C) $59,026 (D) EMPLOYEE (E) NO REVENUE SHARING (A) JANET SANFILIPPO (B) FAMILY MEMBER OF OFFICER (C) $111,775 (D) EMPLOYEE (E) NO REVENUE SHARING (A) ANN SENCER (B) FAMILY MEMBER OF OFFICER (C) $109,889 (D) EMPLOYEE (E) NO REVENUE SHARINGExplanation

Schedule M IRS990ScheduleM

Works Of Art WorksOfArt

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions8NumberOfContributions
Noncash Contribs Rptd F99020375NoncashContribsRptdF990
Method Of Determining RevenuesAPPRAISEDMethodOfDeterminingRevenues

Art Historical Treasures ArtHistoricalTreasures

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions22NumberOfContributions
Noncash Contribs Rptd F9903792446NoncashContribsRptdF990
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 F9901455571NoncashContribsRptdF990
Method Of Determining RevenuesAPPRAISEDMethodOfDeterminingRevenues

Clothing And Household Goods ClothingAndHouseholdGoods

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Noncash Contribs Rptd F990230762NoncashContribsRptdF990
Method Of Determining RevenuesSELLING PRICEMethodOfDeterminingRevenues
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 Contributions118NumberOfContributions
Noncash Contribs Rptd F99034883966NoncashContribsRptdF990
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 Contributions3NumberOfContributions
Noncash Contribs Rptd F99025708NoncashContribsRptdF990
Method Of Determining RevenuesAPPRAISEDMethodOfDeterminingRevenues
FieldValueIRS element (for citing)
TaxidermyTaxidermy
Historical ArtifactsHistoricalArtifacts
Scientific SpecimensScientificSpecimens
Archaeological ArtifactsArchaeologicalArtifacts
Number Of8283 Received19NumberOf8283Received
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 (15 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 13,400 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 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") and in the "Up and "Comers list of schools having recently made the most promising and innovative changes in the areas of academics, faculty, student life, campus or facilities. In addition, Emory ranked 15th in Kiplinger's Personal Finance's "100 Best Values in Private Colleges." Emory was also recognized by The Chronicle of Higher Education for the third year in a row as one of the nation's "Great Colleges to Work For" in 2010. 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, Yerkes National Primate Research Center, and Emory Healthcare. 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" in 2010 and 2011 by U.S. News and World Report in 11 specialties. 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 $29.3 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 1,124 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 -2011/index.html. 4c Emory University Hospital Midtown: Since 1908, an Atlanta teaching hospital offering a myriad of patient care, education and research initiatives. 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 $18 million in charity care during the current fiscal year. Emory University Hospital Midtown has 511 licensed beds and 1,491 licensed physicians on staff. The current Community Benefits Report is published at http://whsc.emory.edu/home/publications/health-sciences/community-benefits -2011/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 DURING THE FISCAL YEAR. (2) TRUSTEES WALTER M. DERISO, JR., RUSSELL R. FRENCH AND ROBERT C. GODDARD WERE ALL BOARD MEMBERS OF POST PROPERTIES, INC. DURING THE FISCAL YEAR. (3) TRUSTEES WENDELL REILLY AND CHILTON D. VARNER WERE BOTH MEMBERS OF THE BOARD OF DIRECTORS OF BROWN AND BROWN, INC. DURING THE FISCAL YEAR. (4) KEY EMPLOYEE THOMAS J. LAWLEY SERVED ON THE BOARD OF DIRECTORS OF ROLLINS, INC., OF WHICH GARY W. ROLLINS IS PRESIDENT AND CEO, DURING THE FISCAL YEAR. (5) OFFICER MICHAEL M.E. JOHNS AND TRUSTEE GARY W. ROLLINS WERE BOTH MEMBERS OF THE BOARD OF DIRECTORS OF GENUINE PARTS COMPANY DURING THE FISCAL YEAR.
PROVISION OF 990 TO GOVERNING BODYFORM 990, PART VI, QUESTION 11BPRIOR TO THE MAY 3, 2012, MEETING OF THE EXECUTIVE COMPENSATION AND TRUSTEES' CONFLICT OF INTEREST COMMITTEE OF THE EMORY UNIVERSITY BOARD OF TRUSTEES AND THE JUNE 8, 2012, MEETING OF THE AUDIT COMMITTEE OF THE EMORY UNIVERSITY BOARD OF TRUSTEES, MANAGEMENT DISTRIBUTED A DRAFT OF THE 2010 FORM 990 TO THE COMMITTEE MEMBERS FOR THEIR REVIEW. DURING THE COURSE OF BOTH MEETINGS, MANAGEMENT PRESENTED AN OVERVIEW OF THE FORM 990 AND GAVE THE COMMITTEE MEMBERS AN OPPORTUNITY TO PROVIDE COMMENTS AND ASK QUESTIONS WITH RESPECT TO THE DRAFT. BASED ON FEEDBACK PROVIDED FROM THE COMMITTEE MEMBERS, MANAGEMENT UPDATED THE DRAFT FORM 990. PRIOR TO FINALIZATION OF THE RETURN, MANAGEMENT PROVIDED ACCESS TO A FINAL DRAFT OF THE 2010 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 FINALIZED THE RETURN 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 CONFLICT 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 FIVE 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 1 JOHN T. GLOVER 1 ROBERT C. GODDARD III 1 GEORGE D. OVEREND 2 J. NEAL PURCELL 1 WENDELL S. REILLY 1 JOHN G. RICE 1 WRIGHT CAUGHMAN 34 MICHAEL M.E. JOHNS 1 MICHAEL J. MANDL 1 JOHN T. FOX 42 SUSAN M. GRANT 13 THOMAS J. LAWLEY 12 JOHN D. PUSKAS 20 JOHN M. RHEE 58 PAUL KIRSHBOM 60 ROBERT W. BRUCE 55 JOHN XEROGEANES 60 FRED SANFILIPPO 39
OTHER CHANGES IN NET ASSETSPART XI, LINE 5, RECONCILIATION OF NET ASSETSUnrealized gains (losses) on investments 272,058,740 Adjustment to annuities payable 393,863 Gain (loss) on advanced refunding of debt 2,255,435 Change in fair value of derivative instruments 13,369,502 Adjustment to Post-Retirement Benefit Plan - FAS 158 43,249,000 Adjustment to grants receivable per GAAP -40,313,633 Transfer of funds for partial purchase price - Emory Johns Creek -6,811,028 Prior year income tax refunds based on net operating loss carryback 3,691,943 Transfer of net assets to consolidated affiliates 14,273,116 TOTAL OTHER CHANGES IN NET ASSETS 302,167,938
FOREIGN BANK ACCOUNT REPORTINGPART V, LINE 4b, FINANCIAL ACCOUNTS IN FOREIGN COUNTRIESEMORY UNIVERSITY HAS TIMELY FILED FORM TD F 90-22.1, REPORT OF FOREIGN BANK AND FINANCIAL ACCOUNTS, FOR THE FOLLOWING COUNTRIES: CHINA INDIA INDONESIA JAPAN KOREA MALAYSIA PHILIPPINES SPAIN TAIWAN THAILAND
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); 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) $6,913 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 4DURING THE FISCAL YEAR THE BYLAWS OF EMORY UNIVERSITY WERE CHANGED TO Add a second Vice Chair who may serve as interim Board Chair under any of the following conditions: temporary incapacity of the Board Chair; permanent incapacity of the Board Chair; transition from existing Board Chair to a new Chair. .

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
EMORY INTEGRATED HEALTH SERVICES LLC
201 DOWMAN DRIVEATLANTAGA30322580566256HEALTH CLAIMSGA00NA
GOIZUETA BUSINESS SCHOOL STUDENT INVEST
201 DOWMAN DRIVEATLANTAGA30322580566256INVESTMENTSGA1657371009300NA
BOSKY ACQUISITIONS LLC
1230 PEACHTREE ST STE 3100ATLANTAGA30309261718943PROP HOLDINGGA00NA
EMORY UNIVERSITY STUDENT HEALTH COUNSEL
201 DOWMAN DRIVEATLANTAGA30322271119602HEALTHCAREGA1067135145644NA
ROSE ACQUISITIONS LLC
201 DOWMAN DRIVEATLANTAGA30322454889158INVESTMENTSGA00NA

Form990 Schedule R Part II Form990ScheduleRPartII (11 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesLegal Domicile StateLegalDomicileStateExempt Code SectionExemptCodeSectionPublic Charity StatusPublicCharityStatusBusiness Name Line1DirectControllingEntityName/BusinessNameLine1
EMORY MEDICAL CARE FOUNDATION INC
1648 PIERCE DRIVEATLANTAGA30322581537752MED MGMTGA501(C)(3)9NA
EMORY HEALTHCARE INC
201 DOWMAN DRIVEATLANTAGA30322582137993MED MGMTGA501(C)(3)11.aNA
THE EMORY CLINIC INC
1365 CLIFTON ROADATLANTAGA30322582030692HEALTHCAREGA501(c)(3)9NA
EMORY MEDICAL LABORATORIES INC
201 DOWMAN DRIVEATLANTAGA30322010553460HEALTHCAREGA501(C)(3)3NA
WESLEY WOODS CENTER OF EMORY UNIVERSITY
1821 CLIFTON ROADATLANTAGA30322581529366HEALTHCAREGA501(C)(3)3EMORY HEALTH
EMORY-CHILDREN'S CENTER INC
201 DOWMAN DRIVEATLANTAGA30322582298500HEALTHCAREGA501(C)(3)9EMORY HEALTH
LUTHER C FISCHER FOUNDATION
550 PEACHTREE STATLANTAGA30308581052508HEALTHCAREGA501(C)(3)11.aNA
CRAWFORD W LONG MEMORIAL HOSPITAL AUXIL
550 PEACHTREE STATLANTAGA30308586035386HEALTHCAREGA501(C)(3)9NA
Emory University Post-Retirement Benefit
1599 Clifton Road NEAtlantaGA30322582087692VEBAGA501(c)(9)N/ANA
Emory Healthcare Post-Retirement Benefit
1440 Clifton Road NEAtlantaGA30322900180674VEBAGA501(c)(9)N/AEMORY HEALTH
EMORYSAINT JOSEPH'S INC
201 DOWMAN DRIVEATLANTAGA30322452721833HEALTHCAREGA501(C)(3)3EMORY HEALTH

Form990 Schedule R Part IV Form990ScheduleRPartIV (47 entries)

Primary 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
InsuranceCJEMORY HEALTHN/A242719821157130001.00000
NORTHLAKE REG PHYS CNTR CONDO ASSOC INC
Medical OfficesNAC Corp891401880000.750002859 Paces Ferry Rd Ste 1140AtlantaGA30339581850529GA
EMORY UNIVERSITY POOLED LIFE INCOME FUND
Charitable TrustNATrust011734701.000001599 Clifton Rd NE 3rd FloorAtlantaGA30322586095846GA
J C M CHARITABLE REMAINDER TRUST
Charitable TrustNATrust01528151.000001599 Clifton Rd NE 3rd FloorAtlantaGA30322586219381GA
M P & M P CHARITABLE REMAINDER TRUST
Charitable TrustNATrust014940101.000001599 Clifton Rd NE 3rd FloorAtlantaGA30322586251934GA
F W S CHARITABLE REMAINDER TRUST
Charitable TrustNATrust02570041.000001599 Clifton Rd NE 3rd FloorAtlantaGA30322586278896GA
H V S CHARITABLE REMAINDER TRUST
Charitable TrustNATrust02570101.000001599 Clifton Rd NE 3rd FloorAtlantaGA30322586278897GA
C R CHARITABLE REMAINDER TRUST
Charitable TrustNATrust01250810.750001599 Clifton Rd NE 3rd FloorAtlantaGA30322586331774GA
CLE & MLE CHARITABLE REMAINDER TRUST
Charitable TrustNATrust038570921.000001599 Clifton Rd NE 3rd FloorAtlantaGA30322586352029GA
FWS & HVS CHARITABLE REMAINDER TRUST
Charitable TrustNATrust0770461.000001599 Clifton Rd NE 3rd FloorAtlantaGA30322586352030GA
FWS & HVS CHARITABLE REMAINDER TRUST
Charitable TrustNATrust0771871.000001599 Clifton Rd NE 3rd FloorAtlantaGA30322586352031GA
FWS & HVS CHARITABLE REMAINDER TRUST
Charitable TrustNATrust0773441.000001599 Clifton Rd NE 3rd FloorAtlantaGA30322586352032GA
FWS & HVS CHARITABLE REMAINDER TRUST
Charitable TrustNATrust0772501.000001599 Clifton Rd NE 3rd FloorAtlantaGA30322586352033GA
C L E CHARITABLE REMAINDER TRUST
Charitable TrustNATrust039088691.000001599 Clifton Rd NE 3rd FloorAtlantaGA30322586352034GA
J L R CHARITABLE REMAINDER TRUST
Charitable TrustNATrust04188021.000001599 Clifton Rd NE 3rd FloorAtlantaGA30322586352061GA
C R CHARITABLE REMAINDER TRUST
Charitable TrustNATrust01259070.750001599 Clifton Rd NE 3rd FloorAtlantaGA30322586352063GA
J L R CHARITABLE REMAINDER TRUST
Charitable TrustNATrust04788811.000001599 Clifton Rd NE 3rd FloorAtlantaGA30322586352064GA
J T L CHARITABLE REMAINDER TRUST
Charitable TrustNATrust0699301.000001599 Clifton Rd NE 3rd FloorAtlantaGA30322586361430GA
S G CHARITABLE REMAINDER TRUST
Charitable TrustNATrust07125591.000001599 Clifton Rd NE 3rd FloorAtlantaGA30322586381857GA
S G CHARITABLE REMAINDER TRUST
Charitable TrustNATrust05044251.000001599 Clifton Rd NE 3rd FloorAtlantaGA30322586381858GA
S G CHARITABLE REMAINDER TRUST
Charitable TrustNATrust05049311.000001599 Clifton Rd NE 3rd FloorAtlantaGA30322586381859GA
CLE & MLE CHARITABLE REMAINDER TRUST
Charitable TrustNATrust022040161.000001599 Clifton Rd NE 3rd FloorAtlantaGA30322586386922GA
B P C CHARITABLE REMAINDER TRUST
Charitable TrustNATrust0237291.000001599 Clifton Rd NE 3rd FloorAtlantaGA30322586386924GA
C M C CHARITABLE REMAINDER TRUST
Charitable TrustNATrust0244681.000001599 Clifton Rd NE 3rd FloorAtlantaGA30322586386925GA
WB & EB CHARITABLE REMAINDER TRUST
Charitable TrustNATrust01433611.000001599 Clifton Rd NE 3rd FloorAtlantaGA30322586397976GA
B C CHARITABLE REMAINDER TRUST
Charitable TrustNATrust08905041.000001599 Clifton Rd NE 3rd FloorAtlantaGA30322047024611GA
W R & M R CHARITABLE REMAINDER TRUST
Charitable TrustNATrust030468331.000001599 Clifton Rd NE 3rd FloorAtlantaGA30322047024612GA
V H & W H JR CHARITABLE REMAINDER TRUST
Charitable TrustNATrust02517361.000001599 Clifton Rd NE 3rd FloorAtlantaGA30322047025968GA
J W & F W CHARITABLE REMAINDER TRUST
Charitable TrustNATrust01255601.000001599 Clifton Rd NE 3rd FloorAtlantaGA30322326089290GA
J W & F W CHARITABLE REMAINDER TRUST
Charitable TrustNATrust01255591.000001599 Clifton Rd NE 3rd FloorAtlantaGA30322326089289GA
R INVESTMENT CHARITABLE REMAINDER TRUST
Charitable TrustNATrust01602611.000001599 Clifton Rd NE 3rd FloorAtlantaGA30322586397976GA
W J B CHARITABLE REMAINDER TRUST
Charitable TrustNATrust05631361.000001599 Clifton Rd NE 3rd FloorAtlantaGA30322586366099GA
H M CHARITABLE REMAINDER TRUST
Charitable TrustNATrust06507071.000001599 Clifton Rd NE 3rd FloorAtlantaGA30322586290534GA
M M CHARITABLE REMAINDER TRUST
Charitable TrustNATrust06594081.000001599 Clifton Rd NE 3rd FloorAtlantaGA30322586290533GA
R C M CHARITABLE REMAINDER TRUST
Charitable TrustNATrust03374421.000001599 Clifton Rd NE 3rd FloorAtlantaGA30322586106395GA
D G CHARITABLE REMAINDER TRUST
Charitable TrustNATrust0962561.000001599 Clifton Rd NE 3rd FloorAtlantaGA30322226676653GA
M D B CHARITABLE REMAINDER TRUST
Charitable TrustNATrust020697721.000001599 Clifton Rd NE 3rd FloorAtlantaGA30322586333744GA
K C C CHARITABLE REMAINDER TRUST
Charitable TrustNATrust02967291.000001599 Clifton Rd NE 3rd FloorAtlantaGA30322586418757GA
S C D TRUST
Charitable TrustNATrust0148546931.000001599 Clifton Rd NE 3rd FloorAtlantaGA30322586026550GA
L D M & I M EYE RESEARCH TRUST FUND
Charitable TrustNATrust07009441.000001599 Clifton Rd NE 3rd FloorAtlantaGA30322586267654GA
H FAMILY TRUST
Charitable TrustNATrust093237431.000001599 Clifton Rd NE 3rd FloorAtlantaGA30322586163830GA
F W W TRUST
Charitable TrustNATrust033059521.000001599 Clifton Rd NE 3rd FloorAtlantaGA30322586026015GA
E D S TRUST
Charitable TrustNATrust018839731.000001599 Clifton Rd NE 3rd FloorAtlantaGA30322586166635GA
L L W TRUST FUND
Charitable TrustNATrust010993591.000001599 Clifton Rd NE 3rd FloorAtlantaGA30322586109234GA
C M & M M TRUST
Charitable TrustNATrust07610361.000001599 Clifton Rd NE 3rd FloorAtlantaGA30322586310676GA
J S D TRUST
Charitable TrustNATrust017739431.000001599 Clifton Rd NE 3rd FloorAtlantaGA30322586025990GA
H SCHOLARSHIP TRUST
Charitable TrustNATrust0126701.000001599 Clifton Rd NE 3rd FloorAtlantaGA30322630358756GA
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 (9 entries)

Transaction TypeTransactionTypeAmount InvolvedAmountInvolved
EMORY-CHILDRENS CENTER INC
R4102629
THE EMORY CLINIC INC
Q29341239
CLIFTON CASUALTY INSURANCE COMPANY LLC
R52760541
EMORY HEALTHCARE INC
R1579221
WESLEY WOODS CENTER OF EMORY UNIVERSITY INC
R16311
EMORY MEDICAL CARE FOUNDATION INC
R35487058
EMORY-CHILDRENS CENTER INC
R18629890
THE EMORY CLINIC INC
R40141090
EMORY HEALTHCARE INC
Q7402576

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