Form990
Click to see attachment
Department of the TreasuryInternal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)
MediumBullet Do not enter social security numbers on this form as it may be made public.
MediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
Open to Public Inspection
A For the 2019 calendar year, or tax year beginning 06-01-2019 , and ending 05-31-2020
BCheck if applicable:
CName of organization
University of Miami
 
 
Doing business as
 
 
Number and street (or P.O. box if mail is not delivered to street address)
PO Box 248106
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Coral Gables, FL331242912
D Employer identification number

59-0624458
E Telephone number

G Gross receipts $ 4,946,703,270
F Name and address of principal officer:
Julio Frenk
1252 Memorial Dr Rm 230
CG,FL33146
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
WWW.MIAMI.EDU
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:  
L Year of formation: 1925
M State of legal domicile: FL
Part I
Summary
Activities  & Governance 1 Briefly describe the organization’s mission or most significant activities: The University of Miami's mission is to educate and nurture students, to create knowledge through its comprehensive research programs, and to provide patient care services to our community and beyond.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 60
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 54
5 Total number of individuals employed in calendar year 2019 (Part V, line 2a) ...... 5 27,324
6 Total number of volunteers (estimate if necessary) ............. 6 373
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 5,946,086
b Net unrelated business taxable income from Form 990-T, line 39 ......... 7b 0
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 833,310,843 735,793,948
9 Program service revenue (Part VIII, line 2g) ......... 3,309,009,808 3,426,990,965
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 68,975,313 65,153,763
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 14,590,211 17,305,916
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 4,225,886,175 4,245,244,592
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 522,322,885 551,381,063
14 Benefits paid to or for members (Part IX, column (A), line 4)..... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 2,009,998,627 2,123,153,328
16a Professional fundraising fees (Part IX, column (A), line 11e) ..... 574,690 510,191
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet32,901,063    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 1,435,799,584 1,480,210,232
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 3,968,695,786 4,155,254,814
19 Revenue less expenses. Subtract line 18 from line 12....... 257,190,389 89,989,778
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 4,649,910,234 5,539,608,618
21 Total liabilities (Part X, line 26)............. 2,258,378,387 3,049,275,854
22 Net assets or fund balances. Subtract line 21 from line 20..... 2,391,531,847 2,490,332,764
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name MediumBullet

Firm's EIN MediumBullet
Firm's address MediumBullet



Phone no.
May the IRS discuss this return with the preparer shown above? (see instructions) ..........
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y Form 990 (2019)
Form 990 (2019)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III..............
1
Briefly describe the organization’s mission: See Form 990, Part I, Line 1, Description of Organization Mission.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? .....................
If "Yes," describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program
services? ...........................
If "Yes," describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 1,166,745,916 including grants of $ 469,921,147 ) (Revenue $ 1,018,931,243 )
See Schedule OInstruction, academic support, student services:The University of Miami (UM) is a private not-for-profit institution with more than 17,000 students. The University's 11 colleges and schools offer the following degree options: 135 bachelors, 146 masters, and 66 doctoral (62 research/scholarship and 4 professional practice).The School of Architecture, founded in 1983, offers accredited professional undergraduate and graduate degrees in architecture and several post-professional graduate degrees. Programs include the professional Bachelor of Architecture (B.Arch) and the Master of Architecture (M.Arch); the post-professional Master of Science in Architecture (M.S.Arch) with 2 possible tracks- Architectural Design and Architectural Studies; the Master of Urban Design (M.U.D); the Master of Construction Management (M.C.M), and the Master of Real Estate Development and Urbanism (M.R.E.D.U.), an interdisciplinary one-year graduate program that draws on the real-life experience of Developers-in-Residence and faculty support from the Schools of Business Administration and Law as well as Architecture. The College of Arts and Sciences enrolls over 3,700 undergraduate and 600 graduate students in 20 departments and 15 interdisciplinary programs. Seventeen departments offer graduate degrees in the fine arts, natural sciences, humanities, and social sciences.The College of Engineering comprises five departments that offer degrees in aerospace, architectural, biomedical, civil, computer, electrical, environmental, industrial, and mechanical engineering. The College of Engineering offers five-year B.S./M.S. degree programs for our undergraduates, as well as traditional master's and doctoral degrees in a number of disciplines, with several specializations in several fields. Consistent with the tradition of collaboration among the University of Miami schools and colleges, engineering students participate in a number of interdisciplinary programs as well as joint research projects with other academic units at UM. Consisting of over 1,000 undergraduate students and over 230 graduate students, the College boasts an impressively diverse student body, consisting of students from 45 different countries. At the undergraduate level, 30% of the student population is Hispanic and 9% is Black. Females represent 31% of the students (10% higher than the national average, according to the most recent statistics from the American Society for Engineering Education).The School of Law presently enrolls around 1,200 candidates for either J.D., LL.M. or dual degrees, and has over 24,000 alumni worldwide. The J.D. program enrolls approximately 1,150 students from more than 117 undergraduate institutions. Of the entering J.D. students, approximately 54% are women, 48% are members of minority groups, 45% are from outside Florida, and 53% have been out of undergraduate school one year or more. 66% speak one or more foreign language. The School offers graduate programs in International Law (specializations in Inter-American Law, General International Law, and U.S. and Transnational Law for Foreign Lawyers), International Arbitration, Maritime Law, Entertainment, Art and Sports, Taxation, Taxation of Cross Border Investments, Estate Planning, and Real Property Development, the latter 2 offer courses online as well as on-campus. The graduate program in International Law includes three different specializations. The School also offers several joint degree programs. It is the only law school to offer a J.D./Master's in Music Business, J.D./M.A. in Arts Presenting, J.D/M.A in Law and Communications, and J.D/M.A. in Latin American Studies. In addition, the School offers a J.D./M.B.A., J.D./M.P.S. in Marine Affairs, J.D./M.P.H. in Public Health, J.D./M.S. Ed. in Law, Community and Social Change, J.D./PH.D. in Law and Environmental Policy, J.D./M.D., J.D./M.P.A. in Public Administration, J.D./LL.M. in Tax, International Law, Maritime Law, Estate Planning or Real Property Development, and a J.D./M.B.A./LL.M. in Tax, Real Property Development or Estate Planning. The School has been ranked as one of the "20 Most Innovative Law Schools" by Pre-Law Magazine and as a "Leader in Learning" by Innovate 800. Billboard Magazine named the School the 2019 Leading Law School for Music Law programs. Its alumni are regularly featured in Super Lawyers Magazine.The Leonard M. Miller School of Medicine has grown rapidly in both size and reputation, earning international acclaim for research, clinical care, and biomedical innovations. Our 860 medical students are joined by 1,300 residents, 700 graduate students and over 250 postdoctoral fellows, and we have one of the largest graduate medical education systems in the country. Along with the M.D. degree, the school offers a combined M.D./Ph.D. program, a 4-year and 5-year M.D./M.B.A. program, a 4-year and a 5-year M.D./M.P.H. program and 4-year M.D./M.S. in Genomic Medicine, a 5-year M.D./J.D. program, graduate degrees in ten areas, postdoctoral programs, and continuing medical education courses.
4b (Code:   ) (Expenses $ 422,404,694 including grants of $ 54,515,678 ) (Revenue $ 158,475,276 )
See Schedule OResearch and Public Service:UM has been classified by the Carnegie Commission as a Doctoral University with Highest Research Activity. The School of Architecture's areas of focus include Urban Design, Planning & Real Estate Development, Construction Management, Technology and Computation, Coastal Resilience, Health and the Built Environment, Historical Preservation and Adaptive Use, Classical and Traditional Design, Housing and Hospitality Design, Building in the Caribbean, Latin America and the Tropical World, Architectural History, and Theory. Faculty and students are actively engaged in interdisciplinary research with numerous schools including the Miller School of Medicine, The Leonard and Jayne Abess Center for Ecosystem Science and Policy and the Center for Computational Science. The College of Arts and Sciences provides numerous community outreach activities, including student musical theatre productions at the Jerry Herman Ring Theatre and Alvin Sherman Family Stage; student, faculty, and visiting artist exhibitions in the Wynwood Gallery in the design district of downtown Miami; faculty curated exhibitions at the Lowe Art Museum; lectures and other educational programs sponsored by the Center for the Humanities, and the Miami Institute for Advanced Study of the Americas; volunteer activities in the public schools, hospitals and community clinics for developmentally disabled children; technology workshops for Miami-Dade public school teachers sponsored by the Department of Modern Languages Laboratory; and a series of programs, hosted by several departments and funded by various federal agencies and private foundations, to enhance the diversity of students pursuing scientific careers through research opportunities for pre-college and undergraduate students; and career development opportunities for high-school and community-college faculty.The School of Law offers externship programs and foreign exchange programs in Argentina, Belgium, Brazil, China, Colombia, France, Germany, India, Ireland, Israel, Spain, Switzerland, and Vietnam. The School's award-winning clinics, focusing on different areas of the law, offer exceptional training grounds and give students practical, hands-on lawyering while also helping needy and underrepresented individuals. The School is also home to LawWithoutWalls (LWOW), an innovative academic model that brings together students, faculty, practitioners, and entrepreneurs from around the country and the world to explore innovation in legal education and practice.The Rosenstiel School of Marine & Atmospheric Science is one of the leading oceanographic research and education institutions in the nation. Known originally as the University's marine laboratory, it was founded in 1943. It evolved into the Institute for Marine Science in 1961, and eight years later became the Rosenstiel School of Marine & Atmospheric Science (RSMAS) within the University of Miami. The Virginia Key campus has grown to include modern research and teaching facilities, a dedicated academic library, and an internationally recognized Marine Invertebrate Museum. RSMAS also operates a state-of-the-art 96-foot catamaran research vessel, the F.G. Walton Smith. In 2014, RSMAS added to its fleet of specialized research vessels a one-of-a-kind Helicopter Observation Platform (HOP), a flying scientific laboratory equipped with state-of-the-art technology and scientific instrumentation, which provides scientists with a unique capability to obtain vital information on environmental processes and mechanisms that affect our climate and impact human health. The newest addition to RSMAS includes a freshwater Scientific Dive Pool. It plays a critical role in providing necessary scientific diving instruction to participants in our science programs and research projects. The facility allows scientists and students to gain a deeper understanding of the marine environment and coral reefs. CSTARS (Center for Southeastern Tropical Advanced Remote Sensing), located on the Richmond campus in south Miami-Dade county was launched in 2003, and conducts research with remotely sensed data received from earth-orbiting satellite systems. This state-of-the-art real-time reception and analysis facility provides data for environmental monitoring. The predictive power concentrated on this 78-acre campus is helping to provide vital, life-saving information regarding earthquakes, hurricanes, typhoons, freak waves and other natural and manmade disasters, including monitoring of the earthquakes in Haiti and Chile, and oil spills.The Leonard M. Miller School of Medicine has been designated a Center for AIDS Research (CFAR) in Florida, and is leading the University's prestigious Clinical and Translational Science Institute (CTSI), awarded by the NIH. Other clinical and research programs include the John P. Hussman Institute for Human Genomics, the Interdisciplinary Stem Cell Institute, the Dr. John T. Macdonald Foundation Biomedical Nanotechnology Institute, the Miami Transplant Institute, The Miami Project to Cure Paralysis, the Diabetes Research Institute, the Mailman Center for Child Development, and many more.
4c (Code:   ) (Expenses $ 1,895,191,297 including grants of $ 6,965 ) (Revenue $ 2,077,102,337 )
See Schedule OHealth Care:Located north of downtown Miami near the Civic Center in the Miami Health District, the Leonard M. Miller School of Medicine's campus consists of approximately 72-acres of owned and leased land within the 153-acre University of Miami/Jackson Memorial Hospital complex. Each year the University of Miami Health System's nearly 1,400 physicians represent more than 100 specialties and subspecialties with outcomes that are among the best in the nation. The health system is comprised of Sylvester, Bascom Palmer Eye Institute, and UHealth Tower, operating within UMHC. Sylvester Comprehensive Cancer Center is the only cancer center in South Florida designated by the National Cancer Institute. Bascom Palmer has been recognized as the number one eye hospital in the country for 19 years by U.S. News & World Report in its annual "America's Best Hospitals" issue. In addition to the three University-owned hospitals, there are also three primary hospitals affiliated with UHealth: Jackson Memorial Hospital, the primary teaching hospital for the medical school; Holtz Children's Hospital; and the Bruce W. Carter VA Medical Center. There are also about three dozen UHealth outpatient clinics across Miami-Dade, Broward, Palm Beach, and Collier counties. The Lennar Foundation Medical Center, located in Coral Gables, opened in 2016. The 206,000-square-foot diagnostic and treatment center provides the local community more convenient access to world-class medical care provided by UM physicians and specialists.
(Code:   ) (Expenses $ 390,887,026 including grants of $ 26,937,273 ) (Revenue $ 172,482,109 )
Expenses primarily represent auxiliary enterprises, including intercollegiate athletics, parking, student housing and student dining. Other program services revenues primarily represent auxiliary enterprises revenue, investment income, and investment losses.
4d Other program services (Describe in Schedule O.)
(Expenses $ 390,887,026 including grants of $ 26,937,273 ) (Revenue $ 172,482,109 )
4e Total program service expensesMediumBullet3,875,228,933
Form 990 (2019)
Form 990 (2019)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule AClick to see attachment.....................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors (see instructions)? Click to see attachment...
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part IClick to see attachment.............
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part IIClick to see attachment.........
4
Yes
 
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If "Yes," complete Schedule C, Part IIIClick to see attachment..
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part IClick to see attachment.........................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part IIClick to see attachment....
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes,"
complete Schedule D,
Part IIIClick to see attachment..............
8
Yes
 
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IVClick to see attachment..............
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi endowments? If "Yes," complete Schedule D, Part V......
10
Yes
 
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10? If "Yes," complete
Schedule D,
Part VI. Click to see attachment...................
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIClick to see attachment.......
11b
Yes
 
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIIClick to see attachment.......
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IXClick to see attachment............
11d
 
No
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part XClick to see attachment
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part XClick to see attachment
11f
Yes
 
12a
Did the organization obtain separate, independent audited financial statements for the tax year? If "Yes," complete
Schedule D, Parts XI and XII
Click to see attachment......................
12a
Yes
 
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment
12b
 
No
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule EClick to see attachment
13
Yes
 
14a
Did the organization maintain an office, employees, or agents outside of the United States? .....
14a
Yes
 
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV.........Click to see attachment
14b
Yes
 
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV.....Click to see attachment
15
Yes
 
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV...Click to see attachment
16
Yes
 
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I(see instructions) ....Click to see attachment
17
Yes
 
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............ Click to see attachment
18
Yes
 
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III...................Click to see attachment
19
 
No
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....Click to see attachment
20a
Yes
 
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return? Click to see attachment
20b
Yes
 
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.....Click to see attachment
21
Yes
 
Form 990 (2019)
Form 990 (2019)
Page 4
Part IV
Checklist of Required Schedules (continued)
Yes
No
22
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........Click to see attachment
22
Yes
 
23
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5 about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J....................... Click to see attachment
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a...............Click to see attachment
24a
Yes
 
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
Yes
 
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds? ...............
24c
 
No
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
No
25a
Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I .... Click to see attachment
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I.......................Click to see attachment
25b
 
No
26
Did the organization report any amount on Part X, line 5 or 22 for receivables from or payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part IIClick to see attachment...........
26
 
No
27
Did the organization provide a grant or other assistance to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or employee thereof, a grant selection committee member, or to a 35% controlled entity (including an employee thereof) or family member of any of these persons?
If "Yes," complete
Schedule L, Part IIIClick to see attachment.........................
27
Yes
 
28
Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, key employee, creator or founder, or substantial contributor? If "Yes," complete Schedule L, Part IV......................Click to see attachment
28a
 
No
b
A family member of any individual described in line 28a? If "Yes," complete Schedule L, Part IV.....Click to see attachment
28b
Yes
 
c
A 35% controlled entity of one or more individuals and/or organizations described in lines 28a or 28b? If "Yes," complete Schedule L, Part IV.....................
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..Click to see attachment
29
Yes
 
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M .................Click to see attachment
30
Yes
 
31
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N, Part I
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II........................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I............Click to see attachment
33
Yes
 
34
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1.........................Click to see attachment
34
Yes
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
Yes
 
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2 ...Click to see attachment
35b
Yes
 
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2............. Click to see attachment
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VIClick to see attachment
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V...........
Yes
No
1a
Enter the number reported in Box 3 of Form 1096. Enter -0- if not applicable ..
1a
24,541
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable .
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
Form 990 (2019)
Form 990 (2019)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance (continued)
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................
2a
27,324
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file (see instructions)
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
Yes
 
b
If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...
3b
Yes
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)? ..
4a
Yes
 
b
If "Yes," enter the name of the foreign country: MediumBulletBD
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? ..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions? ...
6a
 
No
b
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible? ......................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor? ....................
7a
Yes
 
b
If "Yes," did the organization notify the donor of the value of the goods or services provided? .....
7b
Yes
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282? .........................
7c
Yes
 
d
If "Yes," indicate the number of Forms 8282 filed during the year ....
7d
2
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required? ......................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C? ..........................
7h
 
 
8
Sponsoring organizations maintaining donor advised funds. Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? ........
8
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
Did the sponsoring organization make any taxable distributions under section 4966?........
9a
 
 
b
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?...
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If "Yes," enter the amount of tax-exempt interest received or accrued during the year.
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state? .........
Note. See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....
13b
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
15
Is the organization subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or excess parachute payment(s) during the year? ....................
If "Yes," see instructions and file Form 4720, Schedule N.
15
Yes
 
16
Is the organization an educational institution subject to the section 4968 excise tax on net investment income? ..
If "Yes," complete Form 4720, Schedule O.
16
 
No
Form 990 (2019)
Form 990 (2019)
Page 6
Part VI
Governance, Management, and Disclosure For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response or note to any line in this Part VI..............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year
1a
60
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent
1b
54
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
Yes
 
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? .
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
 
No
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
 
No
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
 
No
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .......................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
Yes
 
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
Yes
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
Yes
 
b
Describe in Schedule O the process, if any, used by the organization to review this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If "No," go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe in Schedule O how this was done...................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes" to line 15a or 15b, describe the process in Schedule O (see instructions).
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
 
No
b
If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
 
Section C. Disclosure
17
List the states with which a copy of this Form 990 is required to be filedMediumBullet
FL
18
Section 6104 requires an organization to make its Form 1023 (or 1024-A if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, address, and telephone number of the person who possesses the organization's books and records:
MediumBulletMichael Dunlap Associate VP & Controller1320 S Dixie Highway Suite 150   Coral Gables,FL331462912 (305) 284-4877
Form 990 (2019)
Form 990 (2019)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line in this Part VII..............
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

See instructions for the order in which to list the persons above.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A)
Name and title
(B)
Average hours per week (list any hours for related organizations below dotted line)
(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee)
(D)
Reportable compensation from the organization (W-2/1099-MISC)
(E)
Reportable compensation from related organizations (W-2/1099-MISC)
(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) Manuel Diaz......................................................................
Head Coach, Football
80.00
.................
 
        X   9,571,978 0 55,390
(2) Joseph Lamelas......................................................................
Director & Professor
80.00
.................
 
        X   2,556,914 0 19,527
(3) James J Larranaga......................................................................
Head Coach, Basketball
80.00
.................
 
        X   2,404,989 0 48,915
(4) Dipen J Parekh......................................................................
Director & Professor
80.00
.................
 
        X   1,819,463 0 100,696
(5) Julio Frenk......................................................................
President
80.00
.................
 
X   X       1,516,121 0 302,183
(6) Edward Abraham......................................................................
EVP & CEO of Uhealth
80.00
.................
 
        X   1,686,874 0 57,187
(7) Jacqueline A Travisano......................................................................
Executive VP & COO
80.00
.................
 
    X       947,368 0 53,584
(8) Jeffrey Duerk......................................................................
Executive VP & Provost
80.00
.................
 
    X       888,970 0 56,187
(9) Aileen Ugalde......................................................................
University Secretary (former)
80.00
.................
 
          X 669,090 0 65,570
(10) Leslie Dellinger Aceituno......................................................................
Secretary
80.00
.................
 
    X       160,242 0 55,230
(11) Marc Buoniconti......................................................................
Trustee/Senior Director
40.00
.................
20.00
X           180,207 0 19,246
(12) Joseph Echevarria......................................................................
Trustee
4.00
.................
 
X           154,783 0 3,551
(13) Edward A Dauer......................................................................
Trustee / Faculty Member
40.00
.................
 
X           102,117 0 33,004
(14) Leonard Abess......................................................................
Trustee
1.00
.................
 
X           0 0 0
(15) Betty G Amos......................................................................
Trustee
4.00
.................
 
X           0 0 0
(16) Jose P Bared......................................................................
Trustee
2.00
.................
 
X           0 0 0
(17) Hilarie Bass......................................................................
Trustee & Chair
40.00
.................
 
X           0 0 0
Form 990 (2019)
Form 990 (2019)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and title
(B)
Average hours per week (list any hours for related organizations below dotted line)
(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee)
(D)
Reportable compensation from the organization (W-2/1099-MISC)
(E)
Reportable compensation from related organizations (W-2/1099-MISC)
(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(18) Jon Batchelor........................................................................
Trustee
2.00
.......................  
X           0 0 0
(19) Fred Berens........................................................................
Trustee
1.00
.......................  
X           0 0 0
(20) Tracey Berkowitz........................................................................
Trustee
10.00
.......................  
X           0 0 0
(21) Nicholas A Buoniconti........................................................................
Trustee
0.00
.......................  
X           0 0 0
(22) Alfred R Camner........................................................................
Trustee
3.00
.......................  
X           0 0 0
(23) Wayne E Chaplin........................................................................
Trustee
2.00
.......................  
X           0 0 0
(24) Adriana Cisneros........................................................................
Trustee
0.00
.......................  
X           0 0 0
(25) Charles E Cobb........................................................................
Trustee
2.00
.......................  
X           0 0 0
(26) Leah Colucci........................................................................
Trustee
0.00
.......................  
X           0 0 0
(27) Devang Desai........................................................................
Trustee
4.00
.......................0.01
X           0 0 0
(28) Paul J DiMare........................................................................
Trustee
4.00
.......................2.00
X           0 0 0
(29) David L Epstein........................................................................
Trustee & Vice Chair
10.00
.......................  
X           0 0 0
(30) Richard D Fain........................................................................
Trustee
30.00
.......................  
X           0 0 0
(31) George Feldenkreis........................................................................
Trustee
1.00
.......................  
X           0 0 0
(32) Miguel B Fernandez........................................................................
Trustee
0.50
.......................  
X           0 0 0
(33) Phillip Frost........................................................................
Trustee
1.00
.......................  
X           0 0 0
(34) Phillip T George Rose........................................................................
Trustee
2.00
.......................  
X           0 0 0
(35) Kourtney Gibson........................................................................
Trustee
1.00
.......................  
X           0 0 0
(36) Rose Ellen Greene........................................................................
Trustee
1.00
.......................  
X           0 0 0
(37) Barbara Hecht Havenick........................................................................
Trustee
1.00
.......................  
X           0 0 0
(38) Allan M Herbert........................................................................
Trustee
2.00
.......................  
X           0 0 0
(39) Marilyn J Holifield........................................................................
Trustee
2.00
.......................  
X           0 0 0
(40) Roberta L Jacoby........................................................................
Trustee
6.00
.......................  
X           0 0 0
(41) Frank R Jimenez........................................................................
Trustee
4.00
.......................  
X           0 0 0
(42) Manuel Kadre........................................................................
Trustee
12.00
.......................  
X           0 0 0
(43) Marcus Lemonis........................................................................
Trustee
0.00
.......................  
X           0 0 0
(44) Eric Todd Levin........................................................................
Trustee
5.00
.......................  
X           0 0 0
(45) Jayne Sylvester Malfitano........................................................................
Trustee
3.00
.......................  
X           0 0 0
(46) Marilu Marshall........................................................................
Trustee
0.00
.......................  
X           0 0 0
(47) Stuart A Miller........................................................................
Trustee
10.00
.......................  
X           0 0 0
(48) William L Morrison........................................................................
Trustee & Vice Chair
5.00
.......................  
X           0 0 0
(49) Judi Prokop Newman........................................................................
Trustee
0.00
.......................  
X           0 0 0
(50) Arva Moore Parks........................................................................
Trustee
2.00
.......................  
X           0 0 0
(51) Jorge M Perez........................................................................
Trustee
3.00
.......................  
X           0 0 0
(52) Aaron S Podhurst........................................................................
Trustee
5.00
.......................  
X           0 0 0
(53) Lois Pope........................................................................
Trustee
0.00
.......................  
X           0 0 0
(54) Alex E Rodriguez........................................................................
Trustee
1.00
.......................  
X           0 0 0
(55) Steven J Saiontz........................................................................
Trustee
2.00
.......................  
X           0 0 0
(56) Robert E Sanchez........................................................................
Trustee
2.00
.......................  
X           0 0 0
(57) Marvin R Shanken........................................................................
Trustee
2.00
.......................  
X           0 0 0
(58) Laurie S Silvers........................................................................
Trustee
5.00
.......................  
X           0 0 0
(59) HT Smith Jr........................................................................
Trustee
7.00
.......................  
X           0 0 0
(60) Jacquelyn R Soffer........................................................................
Trustee
0.00
.......................  
X           0 0 0
(61) E Roe Stamps IV........................................................................
Trustee
10.00
.......................  
X           0 0 0
(62) Ronald G Stone........................................................................
Trustee
8.00
.......................  
X           0 0 0
(63) Johnny C Taylor Jr........................................................................
Trustee
2.00
.......................  
X           0 0 0
(64) Patricia W Toppel........................................................................
Trustee
2.00
.......................  
X           0 0 0
(65) Ana VeigaMilton........................................................................
Trustee
3.00
.......................  
X           0 0 0
(66) Jonathan Vilma........................................................................
Trustee
10.00
.......................  
X           0 0 0
(67) David R Weaver........................................................................
Trustee
5.00
.......................  
X           0 0 0
(68) Geisha Jimenez Williams........................................................................
Trustee
0.50
.......................  
X           0 0 0
(69) G Ed Williamson II........................................................................
Trustee
2.00
.......................  
X           0 0 0
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)...........MediumBullet 22,659,116 0 870,270
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization MediumBullet3,537
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............
3
Yes
 
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such
individual
...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address
(B)
Description of services
(C)
Compensation
Moss and Associates

800 Brickell Ave Suite 1500
Miami,FL33131
Construction Services 70,245,566
Owens & Minor Distribution Inc

14599 NW 8TH St
Sunrise,FL33325
Health Information Management 34,559,970
Vilar-Hoynack Construction Company LLC

9400 S Dadeland Blvd Ste 606
Miami,FL33156
Construction Services 27,648,867
GCA Education Services Inc

4702 Western Ave Suite 101
Knoxville,TN37921
Maintenance & Repair Services 24,981,624
Huron Consulting Group Holdings LLC

3005 Momentum PL
Chicago,IL60689
Management Consulting 20,443,818
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet1,179
Form 990 (2019)
Form 990 (2019)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII.............
(A)
Total revenue
(B)
Related or
exempt
function
revenue
(C)
Unrelated
business
revenue
(D)
Revenue
excluded from
tax under sections
512 - 514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a 1,058,519
b Membership dues..1b  
c Fundraising events..1c 1,337,140
d Related organizations1d  
e Government grants (contributions)1e 515,733,530
f All other contributions, gifts, grants, and similar amounts not included above1f 217,664,759
g Noncash contributions included in lines 1a - 1f:$ 1g 11,206,394
h Total. Add lines 1a-1f.......MediumBullet 735,793,948
 Program Service RevenueAmt Business Code
2a Hospitals and Clinics 900099 1,573,391,787 1,573,391,787    
b Tuition and Fees 900099 866,426,822 866,426,822    
c Medical Prof Practice 900099 503,710,550 502,866,479 844,071  
d Auxiliary Enterprises 900099 172,622,816 52,738,491 4,826,991 115,057,334
e Local Grants and Contr 900099 158,475,276 158,475,276    
f All other program service revenue. 152,363,714 151,774,617 589,097  
g Total. Add lines 2a–2f .....MediumBullet 3,426,990,965
 OtherAmtRevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ......MediumBullet 35,190,296     35,190,296
4 Income from investment of tax-exempt bond proceedsMediumBullet 1,093,327     1,093,327
5 Royalties...........MediumBullet 14,087,403     14,087,403
(ii) Personal (i) Real
6a Gross rents 18,717 9,994,550 6a
b Less: rental expenses 14,143 6,311,422 6b
c Rental income or (loss) 4,574 3,683,128 6c
d Net rental income or (loss).......MediumBullet 3,687,702   4,574 3,683,128
(ii) Other (i) Securities
7a Gross amount from sales of assets other than inventory 37,973 723,038,870 7a
b Less: cost or other basis and sales expenses 22,917 694,183,786 7b
c Gain or (loss) 15,056 28,855,084 7c
d Net gain or (loss).........MediumBullet 28,870,140   -429,567 29,299,707
8a Gross income from fundraising events (not including $ 1,337,140of contributions reported on line 1c). See Part IV, line 18 ....
8a 331,987
b Less: direct expenses ... 8b 912,096
c Net income or (loss) from fundraising events..MediumBullet -580,109   -580,109
9a Gross income from gaming activities.
See Part IV, line 19 ...
9a 14,400
b Less: direct expenses ... 9b 13,655
c Net income or (loss) from gaming activities..MediumBullet 745   745  
10a Gross sales of inventory, less
returns and allowances ..
10a 1,213
b Less: cost of goods sold .. 10b 659
c Net income or (loss) from sales of inventory..MediumBullet 554   554  
Business Code Miscellaneous Revenue
11a Advertising 523000 74,621   74,621  
b Coach Appearances 541800 35,000   35,000  
c            
d All other revenue ....        
e Total. Add lines 11a–11d ...... MediumBullet 109,621
12 Total revenue. See instructions.....MediumBullet 4,245,244,592 3,305,673,472 5,946,086 197,831,086
Form 990 (2019)
Form 990 (2019)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).Check if Schedule O contains a response or note to any line in this Part IX..............
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII.
(A)
Total expenses
(B)
Program service expenses
(C)
Management and general expenses
(D)
Fundraising
expenses
1 Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 .... 52,097,672 52,097,672
2 Grants and other assistance to domestic individuals. See Part IV, line 22 ........... 458,243,503 458,243,503
3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. ............. 41,039,888 41,039,888
4 Benefits paid to or for members .......    
5 Compensation of current officers, directors, trustees, and key employees ........... 10,327,499 1,901,932 6,439,987 1,985,580
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .........        
7 Other salaries and wages........ 1,647,628,038 1,554,306,415 76,813,650 16,507,973
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 105,236,178 100,004,529 4,152,826 1,078,823
9 Other employee benefits ....... 243,893,665 203,796,408 36,254,127 3,843,130
10 Payroll taxes ........... 116,067,948 108,234,236 6,260,454 1,573,258
11 Fees for services (non-employees):        
a Management ......        
b Legal ......... 13,168,763 1,594,696 11,574,067  
c Accounting ........... 671,423 227,800 443,623  
d Lobbying ........... 352,932   352,932  
e Professional fundraising services. See Part IV, line 17 510,191 510,191
f Investment management fees ...... 10,253,101 10,253,101    
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) 303,441,536 249,058,081 50,266,589 4,116,866
12 Advertising and promotion .... 23,172,682 22,526,578 164,896 481,208
13 Office expenses ....... 126,796,539 121,200,741 4,942,037 653,761
14 Information technology ...... 66,174,302 61,018,223 5,155,900 179
15 Royalties ..        
16 Occupancy ........... 104,929,326 100,981,698 3,846,613 101,015
17 Travel ............ 33,046,553 30,619,483 1,409,971 1,017,099
18 Payments of travel or entertainment expenses for any federal, state, or local public officials .        
19 Conferences, conventions, and meetings .... 22,715,829 20,622,546 1,746,044 347,239
20 Interest ........... 45,953,971 44,546,480 1,407,491  
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization .. 158,128,458 152,754,591 5,373,867  
23 Insurance ... 35,872,128 30,540,986 5,331,142  
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a Medical Supplies 463,822,609 463,822,609    
b Miscellaneous 71,710,080 45,836,737 25,188,602 684,741
c
d
e All other expenses        
25 Total functional expenses. Add lines 1 through 24e 4,155,254,814 3,875,228,933 247,124,818 32,901,063
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet if following SOP 98-2 (ASC 958-720).        
Form 990 (2019)
Form 990 (2019)
Page 11
Part X
Balance Sheet
Check if Schedule O contains a response or note to any line in this Part IX..............
(A)
Beginning of year
(B)
End of year
Assets 1 Cash–non-interest-bearing ........ 4,995,054 1 89,970,697
2 Savings and temporary cash investments ......... 608,290,203 2 1,221,637,184
3 Pledges and grants receivable, net ...... 307,865,535 3 256,957,350
4 Accounts receivable, net ............. 494,957,238 4 400,384,296
5 Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
  5  
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
  6  
7 Notes and loans receivable, net ........... 45,792,095 7 48,962,185
8 Inventories for sale or use ............ 32,586,421 8 43,935,740
9 Prepaid expenses and deferred charges ...... 41,792,185 9 77,078,865
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 4,221,262,703
b Less: accumulated depreciation 10b 2,069,696,115 1,973,728,789 10c 2,151,566,588
11 Investments—publicly traded securities . 608,322,465 11 557,999,261
12 Investments—other securities. See Part IV, line 11 ..... 459,482,403 12 630,400,006
13 Investments—program-related. See Part IV, line 11 ..   13  
14 Intangible assets ............... 5,581,598 14 1,127,001
15 Other assets. See Part IV, line 11 ........... 66,516,248 15 59,589,445
16 Total assets. Add lines 1 through 15 (must equal line 33)... 4,649,910,234 16 5,539,608,618
Liabilities 17 Accounts payable and accrued expenses ..... 304,664,344 17 321,589,140
18 Grants payable ...   18  
19 Deferred revenue ......... 116,863,195 19 236,574,901
20 Tax-exempt bond liabilities ......... 1,244,397,028 20 1,222,284,110
21 Escrow or custodial account liability. Complete Part IV of Schedule D   21  
22 Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
  22  
23 Secured mortgages and notes payable to unrelated third parties ..   23  
24 Unsecured notes and loans payable to unrelated third parties .. 114,824,449 24 810,279,540
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D 477,629,371 25 458,548,163
26 Total liabilities. Add lines 17 through 25.. 2,258,378,387 26 3,049,275,854
Net Assets or Fund Balance Organizations that follow FASB ASC 958, check here MediumBullet and complete lines 27, 28, 32, and 33.
27 Net assets without donor restrictions .......... 1,007,147,387 27 1,074,407,644
28 Net assets with donor restrictions ........... 1,384,384,460 28 1,415,925,120
Organizations that do not follow FASB ASC 958, check here MediumBullet and complete lines 29 through 33.
29 Capital stock or trust principal, or current funds .....   29  
30 Paid-in or capital surplus, or land, building or equipment fund ...   30  
31 Retained earnings, endowment, accumulated income, or other funds   31  
32 Total net assets or fund balances ........... 2,391,531,847 32 2,490,332,764
33 Total liabilities and net assets/fund balances ........ 4,649,910,234 33 5,539,608,618
Form 990 (2019)
Form 990 (2019)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
4,245,244,592
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
4,155,254,814
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
89,989,778
4
Net assets or fund balances at beginning of year (must equal Part X, line 32, column (A)) ..
4
2,391,531,847
5
Net unrealized gains (losses) on investments ...............
5
-19,675,161
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
28,486,300
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 32, column (B))
10
2,490,332,764
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line in this Part XII.............
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
 
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133?
3a
Yes
 
b
If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.
3b
Yes
 
Form 990 (2019)
Form 990 (2019)
Additional Data


Software ID:  
Software Version:  
Form 990, Special Condition Description:
Special Condition Description
SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ.
right arrow Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
Open to Public
Inspection
Name of the organization
University of Miami
 
Employer identification number

59-0624458
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 12, check only one box.)
1
2
3
4
5
6
7
8
9
10
11
12
a
b
c
d
e
f
Enter the number of supported organizations ...............................  
g
Provide the following information about the supported organization(s).
(i) Name of supported organization (ii) EIN (iii) Type of organization (described on lines 1- 10 above (see instructions)) (iv) Is the organization listed in your governing document? (v) Amount of monetary support (see instructions) (vi) Amount of other support (see instructions)
Yes No
Total
 
   
For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2019

Schedule A (Form 990 or 990-EZ) 2019
Page 2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization failed to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2015 (b) 2016 (c) 2017 (d) 2018 (e) 2019 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. 684,757,248 800,273,551 691,914,187 833,310,843 735,793,948 3,746,049,777
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf....            
3 The value of services or facilities furnished by a governmental unit to the organization without charge..            
4 Total. Add lines 1 through 3 684,757,248 800,273,551 691,914,187 833,310,843 735,793,948 3,746,049,777
5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f)..  
6 Public support. Subtract line 5 from line 4. 3,746,049,777
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2015 (b) 2016 (c) 2017 (d) 2018 (e) 2019 (f) Total
7 Amounts from line 4.. 684,757,248 800,273,551 691,914,187 833,310,843 735,793,948 3,746,049,777
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... 47,068,647 107,512,560 46,631,938 59,403,850 60,713,176 321,330,171
9 Net income from unrelated business activities, whether or not the business is regularly carried on.. 608,176 -325,797 1,457,689 -332,088 0 1,407,980
10 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.)..            
11 Total support. Add lines 7 through 10 4,068,787,928
12
12
14,958,365,987
13
First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here........................................right arrow
Section C. Computation of Public Support Percentage
14
14
92.070 %
15
15
90.650 %
16a
b
17a
b
18
Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow
Schedule A (Form 990 or 990-EZ) 2019

Schedule A (Form 990 or 990-EZ) 2019
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2015 (b) 2016 (c) 2017 (d) 2018 (e) 2019 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .            
2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose            
3 Gross receipts from activities that are not an unrelated trade or business under section 513 .....            
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...            
5 The value of services or facilities furnished by a governmental unit to the organization without charge            
6 Total. Add lines 1 through 5            
7a Amounts included on lines 1, 2, and 3 received from disqualified persons            
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.            
c Add lines 7a and 7b..            
8 Public support. (Subtract line 7c from line 6.)  
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2015 (b) 2016 (c) 2017 (d) 2018 (e) 2019 (f) Total
9 Amounts from line 6...            
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.            
c Add lines 10a and 10b.            
11 Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.            
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) ..            
13 Total support. (Add lines 9, 10c, 11, and 12.)..            
14
Section C. Computation of Public Support Percentage
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
b
20
Schedule A (Form 990 or 990-EZ) 2019

Schedule A (Form 990 or 990-EZ) 2019
Page 4
Part IV
Supporting Organizations
(Complete only if you checked a box on line 12 of Part I. If you checked 12a of Part I, complete Sections A and B. If you checked 12b of Part I, complete Sections A and C. If you checked 12c of Part I, complete Sections A, D, and E. If you checked 12d of Part I, complete Sections A and D, and complete Part V.)
Section A. All Supporting Organizations
Yes
No
1
Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.
1
 
 
2
Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).
2
 
 
3a
Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer (b) and (c) below.
3a
 
 
b
Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.
3b
 
 
c
Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.
3c
 
 
4a
Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked 12a or 12b in Part I, answer (b) and (c) below.
4a
 
 
b
Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.
4b
 
 
c
Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.
4c
 
 
5a
Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer (b) and (c) below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).
5a
 
 
b
Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?
5b
 
 
c
Substitutions only. Was the substitution the result of an event beyond the organization's control?
5c
 
 
6
Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.
6
 
 
7
Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ) .
7
 
 
8
Did the organization make a loan to a disqualified person (as defined in section 4958) not described in line 7? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ).
8
 
 
9a
Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.
9a
 
 
b
Did one or more disqualified persons (as defined in line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.
9b
 
 
c
Did a disqualified person (as defined in line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.
9c
 
 
10a
Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.
10a
 
 
b
Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).
10b
 
 
Schedule A (Form 990 or 990-EZ) 2019

Schedule A (Form 990 or 990-EZ) 2019
Page 5
Part IV
Supporting Organizations (continued)
Yes
No
11
Has the organization accepted a gift or contribution from any of the following persons?
a
A person who directly or indirectly controls, either alone or together with persons described in (b) and (c) below, the governing body of a supported organization?
11a
 
 
b
A family member of a person described in (a) above?
11b
 
 
c
A 35% controlled entity of a person described in (a) or (b) above? If “Yes” to a, b, or c, provide detail in Part VI.
11c
 
 
Section B. Type I Supporting Organizations
Yes
No
1
Did the directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.
1
 
 
2
Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.
2
 
 
Section C. Type II Supporting Organizations
Yes
No
1
Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).
1
 
 
Section D. All Type III Supporting Organizations
Yes
No
1
Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?
1
 
 
2
Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).
2
 
 
3
By reason of the relationship described in (2), did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.
3
 
 
Section E. Type III Functionally-Integrated Supporting Organizations
1
Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):
a
b
c
2
Activities Test. Answer (a) and (b) below.
Yes
No
a
Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.
2a
 
 
b
Did the activities described in (a) constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.
2b
 
 
3
Parent of Supported Organizations. Answer (a) and (b) below.
a
Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations? Provide details in Part VI.
3a
 
 
b
Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.
3b
 
 
Schedule A (Form 990 or 990-EZ) 2019

Schedule A (Form 990 or 990-EZ) 2019
Page 6
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations
1
Section A - Adjusted Net Income (A) Prior Year (B) Current Year
(optional)
1 Net short-term capital gain 1    
2 Recoveries of prior-year distributions 2    
3 Other gross income (see instructions) 3    
4 Add lines 1 through 3 4    
5 Depreciation and depletion 5    
6 Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) 6    
7 Other expenses (see instructions) 7    
8 Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) 8    
Section B - Minimum Asset Amount (A) Prior Year (B) Current Year
(optional)
1 Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): 1
a Average monthly value of securities 1a    
b Average monthly cash balances 1b    
c Fair market value of other non-exempt-use assets 1c    
d Total (add lines 1a, 1b, and 1c) 1d    
e Discount claimed for blockage or other factors
(explain in detail in Part VI):  
2 Acquisition indebtedness applicable to non-exempt use assets 2    
3 Subtract line 2 from line 1d 3    
4 Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). 4    
5 Net value of non-exempt-use assets (subtract line 4 from line 3) 5    
6 Multiply line 5 by .035 6    
7 Recoveries of prior-year distributions 7    
8 Minimum Asset Amount (add line 7 to line 6) 8    
Section C - Distributable Amount Current Year
1 Adjusted net income for prior year (from Section A, line 8, Column A) 1  
2 Enter 85% of line 1 2  
3 Minimum asset amount for prior year (from Section B, line 8, Column A) 3  
4 Enter greater of line 2 or line 3 4  
5 Income tax imposed in prior year 5  
6 Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) 6  
7
Schedule A (Form 990 or 990-EZ) 2019

Schedule A (Form 990 or 990-EZ) 2019
Page 7
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations(continued)
Section D - Distributions Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes  
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in
excess of income from activity
 
3 Administrative expenses paid to accomplish exempt purposes of supported organizations  
4 Amounts paid to acquire exempt-use assets  
5 Qualified set-aside amounts (prior IRS approval required)  
6 Other distributions (describe in Part VI). See instructions  
7Total annual distributions. Add lines 1 through 6.  
8 Distributions to attentive supported organizations to which the organization is responsive (provide
details in Part VI). See instructions
 
9 Distributable amount for 2019 from Section C, line 6  
10 Line 8 amount divided by Line 9 amount  
Section E - Distribution Allocations (see instructions) (i)
Excess Distributions
(ii)
Underdistributions
Pre-2019
(iii)
Distributable
Amount for 2019
1 Distributable amount for 2019 from Section C, line 6  
2 Underdistributions, if any, for years prior to 2019 (reasonable cause required-- explain in Part VI).
See instructions.
 
3 Excess distributions carryover, if any, to 2019:
a From 2014.......  
b From 2015.......  
c From 2016.......  
d From 2017.......  
e From 2018.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2019 distributable amount  
i Carryover from 2014 not applied (see
instructions)
 
j Remainder. Subtract lines 3g, 3h, and 3i from 3f.  
4Distributions for 2019 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2019 distributable amount  
c Remainder. Subtract lines 4a and 4b from 4.  
5 Remaining underdistributions for years prior to
2019, if any. Subtract lines 3g and 4a from line 2.
If the amount is greater than zero, explain in Part VI.
See instructions.
 
6 Remaining underdistributions for 2019. Subtract
lines 3h and 4b from line 1. If the amount is greater
than zero, explain in Part VI. See instructions.
 
7 Excess distributions carryover to 2020. Add lines
3j and 4c.
 
8 Breakdown of line 7:
a Excess from 2015.....  
b Excess from 2016.....  
c Excess from 2017.....  
d Excess from 2018.....  
e Excess from 2019.....  
Schedule A (Form 990 or 990-EZ) (2019)

Schedule A (Form 990 or 990-EZ) 2019
Page 8
Part VI
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Return Reference Explanation
Schedule A (Form 990 or 990-EZ) 2019


Additional Data


Software ID:  
Software Version:  
Schedule B
(Form 990, 990-EZ,
or 990-PF)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2019
Name of the organization
University of Miami
 
Employer identification number

59-0624458
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2019)
Schedule B (Form 990, 990-EZ, or 990-PF) (2019) Page 2
Name of organization
University of Miami
 
Employer identification number
59-0624458
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
RESTRICTED
 
 
 
 
  ,    

$ RESTRICTED


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2019)
Schedule B (Form 990, 990-EZ, or 990-PF) (2019)
Page 3
Name of organization
University of Miami
 
Employer identification number

59-0624458
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
Schedule B (Form 990, 990-EZ, or 990-PF) (2019)
Schedule B (Form 990, 990-EZ, or 990-PF) (2019)
Page 4
Name of organization
University of Miami
 
Employer identification number

59-0624458
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990, 990-EZ, or 990-PF) (2019)

Additional Data


Software ID:  
Software Version:  
SCHEDULE C
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Political Campaign and Lobbying Activities

For Organizations Exempt From Income Tax Under section 501(c) and section 527

SchCMd Bullet Complete if the organization is described below. SchCMd Bullet Attach to Form 990 or Form 990-EZ.
SchCMd BulletGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
Open to Public
Inspection
If the organization answered "Yes" on Form 990, Part IV, Line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then
Round Bullet Section 501(c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C.
Round Bullet Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B.
Round Bullet Section 527 organizations: Complete Part I-A only.
If the organization answered "Yes" on Form 990, Part IV, Line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then
Round Bullet Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)): Complete Part II-A. Do not complete Part II-B.
Round Bullet Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part II-B. Do not complete Part II-A.
If the organization answered "Yes" on Form 990, Part IV, Line 5 (Proxy Tax) (see separate instructions) or Form 990-EZ, Part V, line 35c (Proxy Tax) (see separate instructions), then
Round Bullet Section 501(c)(4), (5), or (6) organizations: Complete Part III.
Name of the organization
University of Miami
 
Employer identification number

59-0624458
Part I-A
Complete if the organization is exempt under section 501(c) or is a section 527 organization.

1
Provide a description of the organization’s direct and indirect political campaign activities in Part IV (see instructions for definition of “political campaign activities")

2
Political campaign activity expenditures (see instructions) ....................................................................SchCMd Bullet
$  
3
Volunteer hours for political campaign activities (see instructions) ..................................................................
 

Part I-B
Complete if the organization is exempt under section 501(c)(3).
1
Enter the amount of any excise tax incurred by the organization under section 4955 ................................SchCMd Bullet
$  
2
Enter the amount of any excise tax incurred by organization managers under section 4955 .......................SchCMd Bullet
$  
3
If the organization incurred a section 4955 tax, did it file Form 4720 for this year? .........................................
4a
Was a correction made? ......................................................................................................................
b
If "Yes," describe in Part IV.
Part I-C
Complete if the organization is exempt under section 501(c), except section 501(c)(3).
1
Enter the amount directly expended by the filing organization for section 527 exempt function activities ..... SchCMd Bullet
$  
2
Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt function activities ............................................................................................................................SchCMd Bullet

$  
3
Total exempt function expenditures. Add lines 1 and 2. Enter here and on Form 1120-POL, line 17b...........SchCMd Bullet

$  
4
Did the filing organization file Form 1120-POL for this year? ...................................................................
5
Enter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which the filing
organization made payments. For each organization listed, enter the amount paid from the filing organization’s funds. Also enter the amount of political contributions received that were promptly and directly delivered to a separate political organization, such as a separate segregated fund or a political action committee (PAC). If additional space is needed, provide information in Part IV.
(a) Name (b) Address (c) EIN (d) Amount paid from filing organization's funds. If none, enter -0-. (e) Amount of political contributions received and promptly and directly delivered to a separate political organization. If none, enter -0-.
1
2
3
4
5
6
For Paperwork Reduction Act Notice, see the instructions for Form 990 or 990-EZ.
Cat. No. 50084S
Schedule C (Form 990 or 990-EZ) 2019

Schedule C (Form 990 or 990-EZ) 2019
Page 2
Part II-A
Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under section 501(h)).
A Check SchCMd Bulletexpenses, and share of excess lobbying expenditures).
B Check SchCMd Bullet
Limits on Lobbying Expenditures
(The term "expenditures" means amounts paid or incurred.)
(a) Filing
organization's
totals
(b) Affiliated group totals
1a Total lobbying expenditures to influence public opinion (grass roots lobbying) ......................    
b Total lobbying expenditures to influence a legislative body (direct lobbying) ........................ 352,932  
c Total lobbying expenditures (add lines 1a and 1b) ............................................................ 352,932  
d Other exempt purpose expenditures ............................................................................... 4,148,351,326  
e Total exempt purpose expenditures (add lines 1c and 1d) .................................................. 4,148,704,258  
f Lobbying nontaxable amount. Enter the amount from the following table in both
columns.
1,000,000  
If the amount on line 1e, column (a) or (b) is:The lobbying nontaxable amount is:
Not over $500,00020% of the amount on line 1e.
Over $500,000 but not over $1,000,000$100,000 plus 15% of the excess over $500,000.
Over $1,000,000 but not over $1,500,000$175,000 plus 10% of the excess over $1,000,000.
Over $1,500,000 but not over $17,000,000$225,000 plus 5% of the excess over $1,500,000.
Over $17,000,000$1,000,000.
g Grassroots nontaxable amount (enter 25% of line 1f) ................................................. 250,000  
h Subtract line 1g from line 1a. If zero or less, enter -0-. ................................................ 0  
i Subtract line 1f from line 1c. If zero or less, enter -0-. ................................................ 0  
j If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting
section 4911 tax for this year? ...................................................................................................................

4-Year Averaging Period Under Section 501(h)
(Some organizations that made a section 501(h) election do not have to complete all of the five
columns below. See the separate instructions for lines 2a through 2f.)
Lobbying Expenditures During 4-Year Averaging Period
Calendar year (or fiscal year
beginning in)
(a) 2016 (b) 2017 (c) 2018 (d) 2019 (e) Total
2a Lobbying nontaxable amount 1,000,000 1,000,000 1,000,000 1,000,000 4,000,000
b Lobbying ceiling amount
(150% of line 2a, column(e))
6,000,000
c Total lobbying expenditures 256,934 292,550 340,809 352,932 1,243,225
d Grassroots nontaxable amount 250,000 250,000 250,000 250,000 1,000,000
e Grassroots ceiling amount
(150% of line 2d, column (e))
1,500,000
f Grassroots lobbying expenditures          
Schedule C (Form 990 or 990-EZ) 2019


Schedule C (Form 990 or 990-EZ) 2019
Page 3
Part II-B
Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768 (election under section 501(h)).
For each "Yes" response on lines 1a through 1i below, provide in Part IV a detailed description of the lobbying activity.
(a)
Yes|No
(b)
Amount
1
During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of:
a
Volunteers? ...........................................................................................................
 
 
b
Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ........
 
 
c
Media advertisements? ...................................................................................................
 
 
 
d
Mailings to members, legislators, or the public? .............................................................................
 
 
 
e
Publications, or published or broadcast statements? ...........................................................
 
 
 
f
Grants to other organizations for lobbying purposes? ..........................................................
 
 
 
g
Direct contact with legislators, their staffs, government officials, or a legislative body? .......................
 
 
 
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ..................
 
 
 
i
Other activities? ...................................................................................................................
 
 
 
j
Total. Add lines 1c through 1i ....................................................................................................
 
2a
Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....
 
 
b
If "Yes," enter the amount of any tax incurred under section 4912 ...........................................
 
c
If "Yes," enter the amount of any tax incurred by organization managers under section 4912 ...................
 
d
If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? ........................
 
 
Part III-A
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).
Yes
No
1
Were substantially all (90% or more) dues received nondeductible by members? ...............................................
1
 
 
2
Did the organization make only in-house lobbying expenditures of $2,000 or less? ............................................
2
 
 
3
Did the organization agree to carry over lobbying and political expenditures from the prior year? .................................
3
 
 
Part III-B
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) and if either (a) BOTH Part III-A, lines 1 and 2, are answered "No" OR (b) Part III-A, line 3, is answered “Yes."
1
Dues, assessments and similar amounts from members ......................................................................
1
 
2
Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political expenses for which the section 527(f) tax was paid).
a
Current year .............................................................................................................................
2a
 
b
Carryover from last year ............................................................................................................
2b
 
c
Total ...........................................................................................................................................
2c
 
3
Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .
3
 
4
If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? ......................................................................................................................
4
 
5
Taxable amount of lobbying and political expenditures (see instructions) .........................................
5
 
Part IV
Supplemental Information
Provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, line 5; Part II-A (affiliated group list); Part II-A, lines 1 and 2 (see instructions), and Part ll-B, line 1. Also, complete this part for any additional information.
Return Reference Explanation
Schedule C (Form 990 or 990EZ) 2019


Additional Data


Software ID:  
Software Version:  

SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
SchDMd Bullet Attach to Form 990.
SchDMd Bullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
Open to Public Inspection
Name of the organization
University of Miami
 
Employer identification number

59-0624458
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .........    
2 Aggregate value of contributions to (during year)    
3 Aggregate value of grants from (during year)    
4 Aggregate value at end of year ........    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization’s property, subject to the organization’s exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................
Part II
Conservation Easements.
Complete if the organization answered "Yes" on Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ...................... 2a  
b Total acreage restricted by conservation easements .................... 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 7/25/06, and not on a historic structure listed in the National Register ... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............
6
Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .............................
9
In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" on Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under FASB ASC 958, not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under FASB ASC 958, to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:
(i)
Revenue included on Form 990, Part VIII, line 1 .........................SchDMd Bullet $ 11,206,394
(ii)
Assets included in Form 990, Part X ...............................SchDMd Bullet $ 58,541,642
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under FASB ASC 958 relating to these items:
a
Revenue included on Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2019

Schedule D (Form 990) 2019
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):
a
d
b
e
public ed & outreach progra
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?...
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b If "Yes," explain the arrangement in Part XIII and complete the following table: Amount
c Beginning balance ............................. 1c  
d Additions during the year ............................ 1d  
e Distributions during the year .......................... 1e  
f Ending balance ................................ 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...
b
If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ....
Part V
Endowment Funds.
Complete if the organization answered "Yes" on Form 990, Part IV, line 10.
(a) Current year (b) Prior year (c) Two years back (d) Three years back (e) Four years back
1a Beginning of year balance .... 997,413,188 1,021,508,292 948,579,230 844,642,514 887,329,315
b Contributions ... 67,672,070 22,260,195 29,917,174 39,933,556 35,880,046
c Net investment earnings, gains, and losses 27,549,739 -2,903,234 87,286,606 107,091,993 -37,379,832
d Grants or scholarships ... -9,203,927 -9,311,271 -9,334,364 -9,017,823 -7,908,234
e Other expenditures for facilities
and programs ...
-32,676,868 -34,140,794 -34,940,354 -34,071,010 -33,278,781
f Administrative expenses ....          
g End of year balance ...... 1,050,754,202 997,413,188 1,021,508,292 948,579,230 844,642,514
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet17.550 %
b
Permanent endowment SchDMd Bullet56.020 %
c
Term endowment SchDMd Bullet26.430 %
The percentages on lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) Unrelated organizations .................
3a(i)
 
No
(ii) Related organizations .................
3a(ii)
 
No
b
If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis
(investment)
(b) Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .....   100,832,484 100,832,484
b Buildings ....   2,556,152,054 1,209,177,771 1,346,974,284
c Leasehold improvements   89,268,247 51,528,504 37,739,743
d Equipment ....   943,349,898 645,776,594 297,573,305
e Other .....   531,660,020 163,213,246 368,446,772
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..SchDMdBullet 2,151,566,588
Schedule D (Form 990) 2019

Schedule D (Form 990) 2019
Page 3
Part VII
Investments—Other Securities.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)
(b) Book value (c) Method of valuation:
Cost or end-of-year market value
(1) Financial derivatives......... -4,240,417 F
(2) Closely-held equity interests........    
(3) Other
(A) Limited Partnerships
440,085,648 F

(B) Mutual Funds
25,105,457 F

(C) Other
169,449,318 F
(D)
(E)
(F)
(G)
(H)
(I)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet 630,400,006
Part VIII
Investments—Program Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
(a) Description of investment (b) Book value (c) Method of valuation:
Cost or end-of-year market value
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(10)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(10)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet  
Part X
Other Liabilities.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
(1) Federal income taxes  
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 458,548,163
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII
Schedule D (Form 990) 2019

Schedule D (Form 990) 2019
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total revenue, gains, and other support per audited financial statements ....... 1 3,729,938,149
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains (losses) on investments .... 2a -19,675,167
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 2d -203,590
e Add lines 2a through 2d ..................... 2e -19,878,757
3 Subtract line 2e from line 1.................. 3 3,749,816,906
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a 6,494,235
b Other (Describe in Part XIII.) ........... 4b 488,933,451
c Add lines 4a and 4b.................... 4c 495,427,686
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5 4,245,244,592
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements ........... 1 3,659,827,128
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities ......... 2a  
b Prior year adjustments ............ 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d.................... 2e 0
3 Subtract line 2e from line 1................... 3 3,659,827,128
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a 6,494,235
b Other (Describe in Part XIII.) ............ 4b 488,933,451
c Add lines 4a and 4b..................... 4c 495,427,686
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5 4,155,254,814
Part XIII
Supplemental Information
Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Return Reference Explanation
Part III, Line 4: Part III, Line 4: Art Collection: The purpose of the University of Miami's Lowe Art Museum (hereinafter "the Museum")'s Collections Management Policy is to document the policies that guide the development, care, stewardship, and use of its collections in a manner that is consistent with both the Museum's Mission and the highest standards of professional art museum practice. Through this Collections Management Policy, the Museum ensures that: - Its collections are preserved, protected, and secured in accordance with the highest of relevant professional standards; - The Museum's collection-related activities promote public good rather than individual gain; - Access to its collections and collection-related materials is appropriately monitored and regulated; - Acquisition, deaccessioning, and loans of works in its collections are conducted in a manner that conforms to the Museum's Mission, complies with applicable law, and reflects the highest of ethical standards; - Disposal of works from its collection through sale, exchange, or other means is solely for the advancement of the Museum's Mission, and that proceeds from the sale of such works are used only to purchase other works of art; and - Its collections are accounted for by regular inventory and documented in the Museum's collections management database. Overall Scope of the Collection The Museum's Permanent Collection represents five millennia of human creativity on every inhabited continent. All collection objects are works of fine art or culturally significant archaeological/ethnographic material. In addition, the Museum maintains a collection of public sculpture installed throughout the University of Miami's Coral Gables campus on behalf of its parent institution. More information on the Museum can be found on its website at www.miami.edu/lowe.
Part V, Line 4: Part V, Line 4: Endowment Funds: The University's endowment is used to support the University's mission which is to educate and nurture students, to create knowledge through its comprehensive research programs, and to provide patient care services to its community and beyond. Distributions from the University's endowment are mainly used for student scholarships and fellowships, endowed chairs, research, school/college support, academic program support, library support, and general University support.
Part X, Line 2: Fin 48 Footnote: The University is exempt from federal income taxes under section 501(c)(3) of the Internal Revenue Code. Accordingly, no provision for income taxes is made in the financial statements. At May 31, 2020, there were no uncertain tax positions. The University files tax returns with U.S. federal and other tax authorities for which the statute of limitations may go back to the year ended May 31, 2015.
Part XI, Line 2d - Other Adjustments: Refunds of Contributions - $203,593
Part XI, Line 4b - Other Adjustments: Amounts represent: tuition discounting, certain grants, expenses netted from revenues for GAAP purposes.
Part XII, Line 4b - Other Adjustments: Same as above
Part XI and XII, Line 4b: Other Revenue and Expense Reconciling Items: Tuition discounting $302,324,330, grants and contracts pass-through transactions from sponsoring agencies $193,880,558, Less: gaming income/loss $13,655, non-program related rental expenses $6,325,565; cost of sales of inventories/other assets of $19,734; and direct expenses related to fundraising events $912,096.
Schedule D (Form 990) 2019


Additional Data


Software ID:  
Software Version:  




SCHEDULE E(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Schools

Right pointing arrow large image Complete if the organization answered "Yes" on Form 990,
Part IV, line 13, or Form 990-EZ, Part VI, line 48.
Right pointing arrow large image Attach to Form 990 or Form 990-EZ.
Right pointing arrow large image Go to www.irs.gov/Form990EZ for the latest information.
OMB No. 1545-0047 2019Open to Public Inspection
Name of the organization
University of Miami
 
Employer identification number

59-0624458
Part I
YES
NO
1
Does the organization have a racially nondiscriminatory policy toward students by statement in its charter, bylaws,
other governing instrument, or in a resolution of its governing body? . . . . . . . . . . . . . . . . . . .
1
Yes
 
2
Does the organization include a statement of its racially nondiscriminatory policy toward students in all its
brochures, catalogues, and other written communications with the public dealing with student admissions,
programs, and scholarships? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2
Yes
 
3
Has the organization publicized its racially nondiscriminatory policy through newspaper or broadcast media during
the period of solicitation for students, or during the registration period if it has no solicitation program, in a way
that makes the policy known to all parts of the general community it serves? If "Yes," please describe. If "No,"
please explain. If you need more space use Part II. . . . . . . . . . . . . . . . . . . . . . . . .
3
Yes
 
 
4
Does the organization maintain the following?
a
Records indicating the racial composition of the student body, faculty, and administrative staff? . . . . . . . . .
4a
Yes
 
b
Records documenting that scholarships and other financial assistance are awarded on a racially nondiscriminatory
basis? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
4b
Yes
 
c
Copies of all catalogues, brochures, announcements, and other written communications to the public dealing
with student admissions, programs, and scholarships? . . . . . . . . . . . . . . . . . . . . . . .
4c
Yes
 
d
Copies of all material used by the organization or on its behalf to solicit contributions? . . . . . . . . . . . .
4d
Yes
 
If you answered "No" to any of the above, please explain. If you need more space, use Part II.
 
5
Does the organization discriminate by race in any way with respect to:
a
Students' rights or privileges? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
5a
 
No
b
Admissions policies? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
5b
 
No
c
Employment of faculty or administrative staff? . . . . . . . . . . . . . . . . . . . . . . . . .
5c
 
No
d
Scholarships or other financial assistance? . . . . . . . . . . . . . . . . . . . . . . . . . .
5d
 
No
e
Educational policies? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
5e
 
No
f
Use of facilities? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
5f
 
No
g
Athletic programs? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
5g
 
No
h
Other extracurricular activities? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
5h
 
No
If you answered "Yes" to any of the above, please explain. If you need more space, use Part II.
 
6a
Does the organization receive any financial aid or assistance from a governmental agency? . . . . . . . . . .
6a
Yes
 
b
Has the organization's right to such aid ever been revoked or suspended? . . . . . . . . . . . . . . . .
6b
 
No
If you answered "Yes" to either line 6a or line 6b, explain on Part II.
7
Does the organization certify that it has complied with the applicable requirements of sections 4.01 through 4.05
of Rev. Proc. 75-50, 1975-2 C.B. 587, covering racial nondiscrimination? If "No," explain on Part II. . . . . . . . .
7
Yes
 
Paperwork Reduction Act Notice, see the Instructions for Form 990 or Form 990-EZ.
Cat. No. 50085D
Schedule E (Form 990 or 990-EZ) (2019)
Schedule E (Form 990 or 990EZ) (2019)
Page 2
Part II
Supplemental Information. Provide the explanations required by Part I, lines 3, 4d, 5h, 6b, and 7, as applicable. Also provide
any other additional information. See instructions.
Return Reference Explanation
Schedule E, Part I, Line 3 The University publishes its Equal Opportunity Policy and Non-discrimination Policy Statement in the following publications: * Workplace Equity & Inclusion Web site * All UM web sites state our Non-discrimination policy under a link for "Privacy Statement and Legal Notices" * Students Rights and Responsibilities Handbook * Academic Bulletin * Student Handbook distributed at Orientation * Faculty Manual * Employee Handbook * Various public bulletin boards located throughout the various campuses, in contracts with other vendors, during University employee orientation, University Career Website, etc.
Schedule E, Part I, Line 6 The University provides financial assistance in the form of grants to award scholarships and fellowships to students attending the University. In addition, government agencies award grants to the University for research.
Schedule E (Form 990 or 990-EZ) (2019)
Additional Data


Software ID:  
Software Version:  
SCHEDULE F(Form 990)
Department of the Treasury
Internal Revenue Service
Statement of Activities Outside the United States
Right pointing arrow large image Complete if the organization answered "Yes" to Form 990, Part IV, line 14b, 15, or 16.Right pointing arrow large image Attach to Form 990.Right pointing arrow large image Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
Open to Public Inspection
Name of the organization
University of Miami
 
Employer identification number

59-0624458
Part I
General Information on Activities Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 14b.
1
For grantmakers. Does the organization maintain records to substantiate the amount of its grants and
other assistance, the grantees’ eligibility for the grants or assistance, and the selection criteria used
to award the grants or assistance? . . . . . . . . . . . . . . . . . . . . . . . . .
2
For grantmakers. Describe in Part V the organization’s procedures for monitoring the use of its grants and other assistance outside the United States.
3
Activites per Region. (The following Part I, line 3 table can be duplicated if additional space is needed.)
(a) Region (b) Number of offices in the region (c) Number of employees, agents, and independent contractors in the region (d) Activities conducted in region (by type) (such as, fundraising, program services, investments, grants to recipients located in the region) (e) If activity listed in (d) is a program service, describe specific type of
service(s) in the region
(f) Total expenditures
for and investments
in the region
Central America & the Caribbean     Program Services Grants to Recipients 55,694
East Asia & the Pacific     Program Services Grants to Recipients 187,348
Europe     Program Services Grants to Recipients 1,175,194
Middle East & North Africa     Program Services Grants to Recipients 72,462
North America     Program Services Grants to Recipients 420,931
South America     Program Services Grants to Recipients 554,310
South Asia     Program Services Grants to Recipients 89,410
Sub-Saharan Africa     Program Services Grants to Recipients 1,069,015
Central American and the Caribbean     Program Services Travel - Institutional Research and Education 289,839
East Asia & the Pacific     Program Services Travel - Institutional Research and Education 514,803
Europe     Program Services Travel - Institutional Research and Education 1,512,344
Middle East & North Africa     Program Services Travel - Institutional Research and Education 137,157
North America     Program Services Travel - Institutional Research and Education 475,425
Russia and Neighboring States     Program Services Travel - Institutional Research and Education 19,425
South America     Program Services Travel - Institutional Research and Education 343,457
South Asia     Program Services Travel - Institutional Research and Education 71,008
Sub-Saharan Africa     Program Services Travel - Institutional Research and Education 166,808
Central America and the Caribbean     Investments N/A 125,171,760
Europe (Including Iceland & Greenland)     Investments N/A 1,157,553
Central America and the Caribbean   11 Program Services Independent Contractors-Institutional Research and Education 72,962
East Asia and the Pacific   22 Program Services Independent Contractors-Institutional Research and Education 111,252
Europe   103 Program Services Independent Contractors-Institutional Research and Education 1,544,132
Middle East and North Africa   7 Program Services Independent Contractors-Institutional Research and Education 288,252
North America   50 Program Services Independent Contractors-Institutional Research and Education 1,460,818
Russia and Neighboring States   2 Program Services Independent Contractors-Institutional Research and Education 2,949
South America   23 Program Services Independent Contractors-Institutional Research and Education 133,067
South Asia   2 Program Services Independent Contractors-Institutional Research and Education 2,100
Sub-Saharan Africa   6 Program Services Independent Contractors-Institutional Research and Education 113,641
3a Sub-total .... 0 0 3,624,364
b Total from continuation sheets to Part I ... 0 226 133,588,752
c Totals (add lines 3a and 3b) 0 226 137,213,116
For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2019
Schedule F (Form 990) 2019
Page 2
Part II
Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 15, for any recipient who received more than $5,000. Part II can be duplicated if additional space is needed.
1 (a) Name of organization (b) IRS code section
and EIN (if applicable)
(c) Region (d) Purpose of
grant
(e) Amount of
cash grant
(f) Manner of
cash
disbursement
(g) Amount
of noncash
assistance
(h) Description
of noncash
assistance
(i) Method of
valuation
(book, FMV,
appraisal, other)
Central America & the Caribbean Research 15,534 Wire Transfer   N/A N/A
Central America & the Caribbean Research 8,755 Wire Transfer   N/A N/A
Central America & the Caribbean Research 23,038 Wire Transfer   N/A N/A
Central America & the Caribbean Research 8,367 Wire Transfer   N/A N/A
East Asia & the Pacific Research 9,380 Wire Transfer   N/A N/A
East Asia & the Pacific Research 80,816 Wire Transfer   N/A N/A
East Asia & the Pacific Research 97,152 Wire Transfer   N/A N/A
Europe Research 61,569 Wire Transfer   N/A N/A
Europe Research 19,474 Wire Transfer   N/A N/A
Europe Research 166,788 Wire Transfer   N/A N/A
Europe Research 124,657 Check   N/A N/A
Europe Research 19,017 Check   N/A N/A
Europe Research 7,719 Wire Transfer   N/A N/A
Europe Research 10,111 Wire Transfer   N/A N/A
Europe Research 48,294 Wire Transfer   N/A N/A
Europe Research 10,117 Wire Transfer   N/A N/A
Europe Research 57,397 Wire Transfer   N/A N/A
Europe Research 31,157 Wire Transfer   N/A N/A
Europe Research 116,896 Wire Transfer   N/A N/A
Europe Research 90,512 Wire Transfer   N/A N/A
Europe Research 122,241 Check   N/A N/A
Europe Research 135,646 Wire Transfer   N/A N/A
Europe Research 66,000 Wire Transfer   N/A N/A
Europe Research 71,102 Wire Transfer   N/A N/A
Europe Research 16,497 Check   N/A N/A
Middle East & North Africa Research 44,335 Check   N/A N/A
Middle East & North Africa Research 10,000 Wire Transfer   N/A N/A
Middle East & North Africa Research 18,127 Wire Transfer   N/A N/A
North America Research 135,367 Check   N/A N/A
North America Research 109,161 Wire Transfer   N/A N/A
North America Research 108,303 Check   N/A N/A
North America Research 24,200 Check   N/A N/A
North America Research 43,901 Wire Transfer   N/A N/A
South America Research 244,653 Wire Transfer   N/A N/A
South America Research 45,853 Wire Transfer   N/A N/A
South America Research 102,931 Wire Transfer   N/A N/A
South America Research 74,940 Wire Transfer   N/A N/A
South America Research 35,506 Wire Transfer   N/A N/A
South America Research 50,426 Wire Transfer   N/A N/A
South Asia Research 89,410 Wire Transfer   N/A N/A
Sub-Saharan Africa Research 174,448 Wire Transfer   N/A N/A
Sub-Saharan Africa Research 657,915 Wire Transfer   N/A N/A
Sub-Saharan Africa Research 236,653 Wire Transfer   N/A N/A
2 Enter total number of recipient organizations listed above that are recognized as charities by the foreign country, recognized as tax-exempt by the IRS, or for which the grantee or counsel has provided a section 501(c)(3) equivalency letter .......MediumBullet
8
3 Enter total number of other organizations or entities .......................MediumBullet
35
Schedule F (Form 990) 2019
Schedule F (Form 990) 2019Page 3
Part III
Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 16.
Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Region (c) Number of recipients (d) Amount of
cash grant
(e) Manner of cash
disbursement
(f) Amount of
noncash
assistance
(g) Description
of noncash
assistance
(h) Method of
valuation
(book, FMV,
appraisal, other)
Scholarships, Fellowship Grants Central America and the Caribbean 121 2,935,950 Check   N/A N/A
Scholarships, Fellowship Grants East Asia and the Pacific 799 12,097,812 Check   N/A N/A
Scholarships, Fellowship Grants Europe 342 9,476,377 Check   N/A N/A
Scholarships, Fellowship Grants Middle East and North Africa 75 1,362,176 Check   N/A N/A
Scholarships, Fellowship Grants North America 66 1,307,081 Check   N/A N/A
Scholarships, Fellowship Grants Russia and Neighboring States 29 793,479 Check   N/A N/A
Scholarships, Fellowship Grants South America 281 5,485,152 Check   N/A N/A
Scholarships, Fellowship Grants South Asia 129 3,106,649 Check   N/A N/A
Scholarships, Fellowship Grants Sub-Saharan Africa 27 850,848 Check   N/A N/A
               
               
               
               
               
               
               
               
               
Schedule F (Form 990) 2019
Schedule F (Form 990) 2019
Page 4
Part IV
Foreign Forms
1 Was the organization a U.S. transferor of property to a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 926, Return by a U.S. Transferor of Property to a Foreign Corporation (see Instructions for Form 926). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2 Did the organization have an interest in a foreign trust during the tax year? If "Yes," the organization may be required to separately file Form 3520, Annual Return to Report Transactions with Foreign Trusts and Receipt of Certain Foreign Gifts, and/or Form 3520-A, Annual Information Return of Foreign Trust With a U.S. Owner (see Instructions for Forms 3520 and 3520-A; don't file with Form 990). . . . . . . . . . . . . . . . . . . . . . . .
3 Did the organization have an ownership interest in a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 5471, Information Return of U.S. Persons with Respect to Certain Foreign Corporations. (see Instructions for Form 5471). . . . . . . . . . . . . . . . . . . . . . . . . . . .
4 Was the organization a direct or indirect shareholder of a passive foreign investment company or a qualified electing fund during the tax year? If “Yes,” the organization may be required to file Form 8621, Information Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund. (see Instructions for Form 8621) .
5 Did the organization have an ownership interest in a foreign partnership during the tax year? If "Yes," the organization may be required to file Form 8865, Return of U.S. Persons with Respect to Certain Foreign Partnerships (see Instructions for Form 8865). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
6 Did the organization have any operations in or related to any boycotting countries during the tax year? If "Yes," the organization may be required to separately file Form 5713, International Boycott Report (see Instructions for Form 5713; don't file with Form 990).. . . . . . . . . . . . . . . . . . . . . . . . . . . .
Schedule F (Form 990) 2019
Schedule F (Form 990) 2019
Page 5
Part V
Supplemental Information
Provide the information required by Part I, line 2 (monitoring of funds); Part I, line 3, column (f) (accounting method; amounts of investments vs. expenditures per region); Part II, line 1 (accounting method); Part III (accounting method); and Part III, column (c) (estimated number of recipients), as applicable. Also complete this part to provide any additional information. See instructions.
ReturnReference Explanation
Part I, Line 2: Procedures for Monitoring Grants Outside the United States: The University awards grants as subcontracts to foreign organizations for the purpose of conducting research and research training. Prior to the University awarding the subcontract, the organization is required to submit the proposed scope of work and a budget. Once reviewed and approved, a formal subcontract is issued with the terms and conditions of the award. To comply with terms and conditions of the subcontract, the foreign organization must submit an invoice together with supporting documentation. Upon receipt of the invoice, the faculty member at the University responsible for the grant or his/her designee approves the invoice for payment. In addition, monitoring of the science is conducted by the University faculty member responsible for the grant via site visits, correspondence, phone calls, etc. Reports required under the terms and conditions of the subcontract are submitted by the grantee.
Part I, line 3: Activity Expenditures: Expenditures are recorded based on the accrual method of accounting and are recorded when incurred.
Part III Accounting Method:  
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule F (Form 990) 2019
Additional Data


Software ID:  
Software Version:  



SCHEDULE G (Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Supplemental Information Regarding
Fundraising or Gaming Activities
Complete if the organization answered "Yes" on Form 990, Part IV, lines 17, 18, or 19, or if the organization entered more than $15,000 on Form 990-EZ, line 6a. right arrowAttach to Form 990 or Form 990-EZ.
right arrowGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
Open to Public Inspection
Name of the organization
University of Miami
 
Employer identification number

59-0624458
Part I
Fundraising Activities.Complete if the organization answered "Yes" on Form 990, Part IV, line 17.
Form 990-EZ filers are not required to complete this part.
1
Indicate whether the organization raised funds through any of the following activities. Check all that apply.
a e
b f
c g
d
2a
Did the organization have a written or oral agreement with any individual (including officers, directors, trustees
or key employees listed in Form 990, Part VII) or entity in connection with professional fundraising services?
b
If "Yes," list the 10 highest paid individuals or entities (fundraisers) pursuant to agreements under which the fundraiser is
to be compensated at least $5,000 by the organization.


(i) Name and address of individual
or entity (fundraiser)
(ii) Activity (iii) Did fundraiser have custody or control of contributions? (iv) Gross receipts
from activity
(v) Amount paid to
(or retained by)
fundraiser listed in
col. (i)
(vi) Amount paid to
(or retained by)
organization
Yes No
 
Ruffalo Noel Levitz
1025 Kirkwood Pkw
 
CedarRapids, IA52404
Campaign Management   No 175,485 510,191 -334,706
             
             
             
             
             
             
             
             
             
Total . . . . . . . . . . . . . . . . . . . . right arrow 175,485 510,191 -334,706
3
List all states in which the organization is registered or licensed to solicit contributions or has been notified it is exempt from registration or licensing.
AL, AK, AZ, AR, CA, CO, CT, DE, DC, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, VI, UT, VT, VA, WA, WV, WI, WY
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50083H
Schedule G (Form 990 or 990-EZ) 2019
Schedule G (Form 990 or 990-EZ) 2019
Page 2
Part II
Fundraising Events. Complete if the organization answered "Yes" on Form 990, Part IV, line 18, or reported more than $15,000 of fundraising event contributions and gross income on Form 990-EZ, lines 1 and 6b. List events with gross receipts greater than $5,000.









VerticalRevenue
(a) Event #1

Gala
(event type)
(b) Event #2

Luncheon
(event type)
(c) Other events

10
(total number)
(d) Total events
(add col. (a) through col. (c))

1

Gross receipts . . . . .

288,805

272,853

1,107,469

1,669,127

2

Less: Contributions . . . .

257,580

197,300

882,260

1,337,140
3 Gross income (line 1 minus
line 2) . . . . . .

31,225

75,553

225,209

331,987



VerticalDirectExpenses
4 Cash prizes . . . . .        
5 Noncash prizes . . . . 113 1,045 32,690 33,848
6 Rent/facility costs . . . .   21,335 122,603 143,938
7 Food and beverages . . . 81,335 41,520 271,459 394,314
8 Entertainment . . . . 58,912 1,633 177,053 237,598
9 Other direct expenses . . . 4,457 2,261 95,680 102,398
10 Direct expense summary. Add lines 4 through 9 in column (d) . . . . . . . . . . right arrow 912,096
11 Net income summary. Subtract line 10 from line 3, column (d). . . . . . . . . . right arrow -580,109
Part III
Gaming. Complete if the organization answered "Yes" on Form 990, Part IV, line 19, or reported more than $15,000 on Form 990-EZ, line 6a.
VerticalRevenue
(a) Bingo (b) Pull tabs/Instant
bingo/progressive bingo
(c) Other gaming (d) Total gaming (add col.(a) through col.(c))

1

Gross revenue . . . . .

 

 

 

 
VerticalDirectExpenses

2

Cash prizes . . . . .

 

 

 

 

3

Noncash prizes . . . .

 

 

 

 

4

Rent/facility costs . . . .

 

 

 

 

5

Other direct expenses . . .

 

 

 

 


6


Volunteer labor . . . .
%
%
%


7

Direct expense summary. Add lines 2 through 5 in column (d) . . . . . . . . . . right arrow

 

8

Net gaming income summary. Subtract line 7 from line 1, column (d). . . . . . . . . right arrow

 

9
Enter the state(s) in which the organization conducts gaming activities:
a
Is the organization licensed to conduct gaming activities in each of these states? . . . . . . . .
b
If "No," explain:
 
10a
Were any of the organization's gaming licenses revoked, suspended or terminated during the tax year? . . .
b
If "Yes," explain:
 
Schedule G (Form 990 or 990-EZ) 2019
Schedule G (Form 990 or 990-EZ) 2019
Page 3
11
Does the organization conduct gaming activities with nonmembers? . . . . . . . . . . .
12
Is the organization a grantor, beneficiary or trustee of a trust or a member of a partnership or other entity
formed to administer charitable gaming? . . . . . . . . . . . . . . . . .
13
Indicate the percentage of gaming activity conducted in:
a
The organization's facility . . . . . . . . . . . . . . . . . .
13a
%
b
An outside facility . . . . . . . . . . . . . . . . . . . .
13b
%
14
Enter the name and address of the person who prepares the organization's gaming/special events books and records:
Name right arrow
Address right arrow
15a
Does the organization have a contract with a third party from whom the organization receives gaming
revenue? . . . . . . . . . . . . . . . . . . . . . . . .
b
If "Yes," enter the amount of gaming revenue received by the organization right arrow $   and the
amount of gaming revenue retained by the third party right arrow $   .
c
If "Yes," enter name and address of the third party:
Name right arrow
Address right arrow
16
Gaming manager information:
Name right arrow
Gaming manager compensation right arrow $  
Description of services provided right arrow
 
17
Mandatory distributions:
a
Is the organization required under state law to make charitable distributions from the gaming proceeds to
retain the state gaming license? . . . . . . . . . . . . . . . . . . .
b
Enter the amount of distributions required under state law distributed to other exempt organizations or spent
in the organization's own exempt activities during the tax year right arrow$  
Part IV
Supplemental Information. Provide the explanations required by Part I, line 2b, columns (iii) and (v); and Part III, lines 9, 9b, 10b, 15b, 15c, 16, and 17b, as applicable. Also provide any additional information. See instructions.
Return Reference Explanation
Schedule G (Form 990 or 990-EZ) 2019
Additional Data


Software ID:  
Software Version:  
SCHEDULE H
(Form 990)
Department of the Treasury
Internal Revenue Service
Hospitals
MediumBullet Complete if the organization answered "Yes" on Form 990, Part IV, question 20.
MediumBullet Attach to Form 990.
MediumBullet Go to www.irs.gov/Form990EZ for instructions and the latest information.
OMB No. 1545-0047
2019
Open to Public Inspection
Name of the organization
University of Miami
 
Employer identification number

59-0624458
Part I
Financial Assistance and Certain Other Community Benefits at Cost
Yes
No
1a
Did the organization have a financial assistance policy during the tax year? If "No," skip to question 6a . . . .
1a
Yes
 
b
If "Yes," was it a written policy? ......................
1b
Yes
 
2
If the organization had multiple hospital facilities, indicate which of the following best describes application of the financial assistance policy to its various hospital facilities during the tax year.
3
Answer the following based on the financial assistance eligibility criteria that applied to the largest number of the organization's patients during the tax year.
a
Did the organization use Federal Poverty Guidelines (FPG) as a factor in determining eligibility for providing free care?
If "Yes," indicate which of the following was the FPG family income limit for eligibility for free care:
3a
Yes
 
b
Did the organization use FPG as a factor in determining eligibility for providing discounted care? If "Yes," indicate
which of the following was the family income limit for eligibility for discounted care: . . . . . . . .
3b
Yes
 
%
c
If the organization used factors other than FPG in determining eligibility, describe in Part VI the criteria used for determining eligibility for free or discounted care. Include in the description whether the organization used an asset test or other threshold, regardless of income, as a factor in determining eligibility for free or discounted care.
4
Did the organization's financial assistance policy that applied to the largest number of its patients during the tax year provide for free or discounted care to the "medically indigent"? . . . . . . . . . . . . .

4

Yes

 
5a
Did the organization budget amounts for free or discounted care provided under its financial assistance policy during
the tax year? . . . . . . . . . . . . . . . . . . . . . . .

5a

Yes

 
b
If "Yes," did the organization's financial assistance expenses exceed the budgeted amount? . . . . . .
5b
Yes
 
c
If "Yes" to line 5b, as a result of budget considerations, was the organization unable to provide free or discountedcare to a patient who was eligibile for free or discounted care? . . . . . . . . . . . . .
5c
 
No
6a
Did the organization prepare a community benefit report during the tax year? . . . . . . . . .
6a
Yes
 
b
If "Yes," did the organization make it available to the public? . . . . . . . . . . . . .
6b
Yes
 
Complete the following table using the worksheets provided in the Schedule H instructions. Do not submit these worksheets with the Schedule H.
7
Financial Assistance and Certain Other Community Benefits at Cost
Financial Assistance and
Means-Tested
Government Programs
(a) Number of activities or programs (optional) (b) Persons served (optional) (c) Total community benefit expense (d) Direct offsetting revenue (e) Net community benefit expense (f) Percent of total expense
a Financial Assistance at cost
(from Worksheet 1) . . .
    8,367,000   8,367,000 0.200 %
b Medicaid (from Worksheet 3, column a) . . . . .     181,916,324 117,379,296 64,537,028 1.550 %
c Costs of other means-tested government programs (from Worksheet 3, column b) . .            
d Total Financial Assistance and Means-Tested Government Programs . . . . .     190,283,324 117,379,296 72,904,028 1.750 %
Other Benefits
e Community health improvement services and community benefit operations (from Worksheet 4).     3,239,077 3,284,847    
f Health professions education (from Worksheet 5) . . .     25,416,388 3,613,143 21,803,245 0.520 %
g Subsidized health services (from Worksheet 6) . . . .     5,026,942 5,026,942    
h Research (from Worksheet 7) .     94,746,773 85,908,596 8,838,177 0.210 %
i Cash and in-kind contributions for community benefit (from Worksheet 8) . . . .     116,875   116,875 0 %
j Total. Other Benefits . .     128,546,055 97,833,528 30,758,297 0.730 %
k Total. Add lines 7d and 7j .     318,829,379 215,212,824 103,662,325 2.480 %
For Paperwork Reduction Act Notice, see the Instructions for Form 990. Cat. No. 50192T Schedule H (Form 990) 2019
Schedule H (Form 990) 2019
Page
Part II
Community Building Activities Complete this table if the organization conducted any community building activities during the tax year, and describe in Part VI how its community building activities promoted the health of the communities it serves.
(a) Number of activities or programs (optional) (b) Persons served (optional) (c) Total community building expense (d) Direct offsetting
revenue
(e) Net community building expense (f) Percent of total expense
1 Physical improvements and housing            
2 Economic development            
3 Community support     1,842,342 1,659,092 183,250 0 %
4 Environmental improvements            
5 Leadership development and
training for community members
           
6 Coalition building            
7 Community health improvement advocacy            
8 Workforce development            
9 Other            
10 Total     1,842,342 1,659,092 183,250 0 %
Part III
Bad Debt, Medicare, & Collection Practices
Section A. Bad Debt Expense
Yes
No
1
Did the organization report bad debt expense in accordance with Healthcare Financial Management Association Statement No. 15? ..........................
1
 
 
2
Enter the amount of the organization's bad debt expense. Explain in Part VI the methodology used by the organization to estimate this amount. ......
2
41,649,703
3
Enter the estimated amount of the organization's bad debt expense attributable to patients eligible under the organization's financial assistance policy. Explain in Part VI the methodology used by the organization to estimate this amount and the rationale, if any, for including this portion of bad debt as community benefit. ......
3
0
4
Provide in Part VI the text of the footnote to the organization’s financial statements that describes bad debt expense or the page number on which this footnote is contained in the attached financial statements.
Section B. Medicare
5
Enter total revenue received from Medicare (including DSH and IME).....
5
286,967,748
6
Enter Medicare allowable costs of care relating to payments on line 5.....
6
315,368,122
7
Subtract line 6 from line 5. This is the surplus (or shortfall)........
7
-28,400,374
8
Describe in Part VI the extent to which any shortfall reported in line 7 should be treated as community benefit.Also describe in Part VI the costing methodology or source used to determine the amount reported on line 6.Check the box that describes the method used:
Section C. Collection Practices
9a
Did the organization have a written debt collection policy during the tax year? ..........
9a
Yes
 
b
If "Yes," did the organization’s collection policy that applied to the largest number of its patients during the tax year
contain provisions on the collection practices to be followed for patients who are known to qualify for financial assistance? Describe in Part VI .........................

9b

Yes

 
Part IV
Management Companies and Joint Ventures(owned 10% or more by officers, directors, trustees, key employees, and physicians—see instructions)
(a) Name of entity (b) Description of primary
activity of entity
(c) Organization's
profit % or stock
ownership %
(d) Officers, directors,
trustees, or key
employees' profit %
or stock ownership %
(e) Physicians'
profit % or stock
ownership %
1
2
3
4
5
6
7
8
9
10
11
12
13
Schedule H (Form 990) 2019
Schedule H (Form 990) 2019
Page
Part VFacility Information
Section A. Hospital Facilities
(list in order of size from largest to smallest—see instructions)How many hospital facilities did the organization operate during the tax year?1Name, address, primary website address, and state license number (and if a group return, the name and EIN of the subordinate hospital organization that operates the hospital facility)
Licensed Hospital General-Medical-Surgical Children's Hospital Teaching Hospital Critical Hospital ResearchGrp Facility ER-24Hours ER-Other Other (describe) Facility reporting group
1 University of Miami Hospital & Clinics
1475 NW 12 Avenue
Miami,FL33136
sylvester.org
#4074
X X   X     X   Prospective Payment System Exempt Hospital  
Schedule H (Form 990) 2019
Schedule H (Form 990) 2019
Page 4
Part VFacility Information (continued)

Section B. Facility Policies and Practices

(Complete a separate Section B for each of the hospital facilities or facility reporting groups listed in Part V, Section A)
University of Miami Hospital and Clinics
Name of hospital facility or letter of facility reporting group  
Line number of hospital facility, or line numbers of hospital facilities in a facility
reporting group (from Part V, Section A):
1
Yes No
Community Health Needs Assessment
1 Was the hospital facility first licensed, registered, or similarly recognized by a state as a hospital facility in the current tax year or the immediately preceding tax year?........................ 1   No
2 Was the hospital facility acquired or placed into service as a tax-exempt hospital in the current tax year or the immediately preceding tax year? If “Yes,” provide details of the acquisition in Section C............... 2   No
3 During the tax year or either of the two immediately preceding tax years, did the hospital facility conduct a community health needs assessment (CHNA)? If "No," skip to line 12...................... 3 Yes  
If "Yes," indicate what the CHNA report describes (check all that apply):
a
b
c
d
e
f
g
h
i
j
4 Indicate the tax year the hospital facility last conducted a CHNA: 20 19
5 In conducting its most recent CHNA, did the hospital facility take into account input from persons who represent the broad interests of the community served by the hospital facility, including those with special knowledge of or expertise in public health? If "Yes," describe in Section C how the hospital facility took into account input from persons who represent the community, and identify the persons the hospital facility consulted ................. 5 Yes  
6 a Was the hospital facility’s CHNA conducted with one or more other hospital facilities? If "Yes," list the other hospital facilities in Section C.................................. 6a   No
b Was the hospital facility’s CHNA conducted with one or more organizations other than hospital facilities?” If “Yes,” list the other organizations in Section C. ............................ 6b   No
7 Did the hospital facility make its CHNA report widely available to the public?.............. 7 Yes  
If "Yes," indicate how the CHNA report was made widely available (check all that apply):
a
b
c
d
8 Did the hospital facility adopt an implementation strategy to meet the significant community health needs
identified through its most recently conducted CHNA? If "No," skip to line 11. ..............
8 Yes  
9 Indicate the tax year the hospital facility last adopted an implementation strategy: 20 19
10 Is the hospital facility's most recently adopted implementation strategy posted on a website?......... 10 Yes  
a If "Yes" (list url): umiamihealth.org/community-health-improvement
b If "No," is the hospital facility’s most recently adopted implementation strategy attached to this return? ...... 10b    
11 Describe in Section C how the hospital facility is addressing the significant needs identified in its most recently conducted CHNA and any such needs that are not being addressed together with the reasons why such needs are not being addressed.
12a Did the organization incur an excise tax under section 4959 for the hospital facility's failure to conduct a CHNA as required by section 501(r)(3)?............................... 12a   No
b If "Yes" on line 12a, did the organization file Form 4720 to report the section 4959 excise tax?........ 12b    
c If "Yes" on line 12b, what is the total amount of section 4959 excise tax the organization reported on Form 4720 for all of its hospital facilities? $  

Schedule H (Form 990) 2019
Schedule H (Form 990) 2019
Page 5
Part VFacility Information (continued)

Financial Assistance Policy (FAP)
University of Miami Hospital and Clinics
Name of hospital facility or letter of facility reporting group  
Yes No
Did the hospital facility have in place during the tax year a written financial assistance policy that:
13 Explained eligibility criteria for financial assistance, and whether such assistance included free or discounted care? 13 Yes  
If “Yes,” indicate the eligibility criteria explained in the FAP:
a
b
c
d
e
f
g
h
14 Explained the basis for calculating amounts charged to patients?................. 14 Yes  
15 Explained the method for applying for financial assistance?................... 15 Yes  
If “Yes,” indicate how the hospital facility’s FAP or FAP application form (including accompanying instructions) explained the method for applying for financial assistance (check all that apply):
a
b
c
d
e
16 Was widely publicized within the community served by the hospital facility?........ 16 Yes  
If "Yes," indicate how the hospital facility publicized the policy (check all that apply):
a
umiamihealth.org/sylvester-comprehensive-cancer-center/billing-,-a-,-financ
b
umiamihealth.org/sylvester-comprehensive-cancer-center/billing-,-a-,-financ
c
d
e
f
g
h
i
j
Schedule H (Form 990) 2019
Schedule H (Form 990) 2019
Page 6
Part VFacility Information (continued)

Billing and Collections
University of Miami Hospital and Clinics
Name of hospital facility or letter of facility reporting group  
Yes No
17 Did the hospital facility have in place during the tax year a separate billing and collections policy, or a written financial assistance policy (FAP) that explained all of the actions the hospital facility or other authorized party may take upon nonpayment?.................................. 17 Yes  
18 Check all of the following actions against an individual that were permitted under the hospital facility's policies during the tax year before making reasonable efforts to determine the individual’s eligibility under the facility’s FAP:
a
b
c
d
e
f
19 Did the hospital facility or other authorized party perform any of the following actions during the tax year before making reasonable efforts to determine the individual’s eligibility under the facility’s FAP?............ 19   No
If "Yes," check all actions in which the hospital facility or a third party engaged:
a
b
c
d
e
20 Indicate which efforts the hospital facility or other authorized party made before initiating any of the actions listed (whether or not checked) in line 19. (check all that apply):
a
b
c
d
e
f
Policy Relating to Emergency Medical Care
21 Did the hospital facility have in place during the tax year a written policy relating to emergency medical care that required the hospital facility to provide, without discrimination, care for emergency medical conditions to individuals regardless of their eligibility under the hospital facility’s financial assistance policy?.................. 21 Yes  
If "No," indicate why:
a
b
c
d
Schedule H (Form 990) 2019
Schedule H (Form 990) 2019
Page 7
Part VFacility Information (continued)

Charges to Individuals Eligible for Assistance Under the FAP (FAP-Eligible Individuals)
University of Miami Hospital and Clinics
Name of hospital facility or letter of facility reporting group  
Yes No
22 Indicate how the hospital facility determined, during the tax year, the maximum amounts that can be charged to FAP-eligible individuals for emergency or other medically necessary care.
a
b
c
d
23 During the tax year, did the hospital facility charge any FAP-eligible individual to whom the hospital facility provided emergency or other medically necessary services more than the amounts generally billed to individuals who had insurance covering such care? ............................... 23   No
If "Yes," explain in Section C.
24 During the tax year, did the hospital facility charge any FAP-eligible individual an amount equal to the gross charge for any service provided to that individual? ........................... 24   No
If "Yes," explain in Section C.
Schedule H (Form 990) 2019
Schedule H (Form 990) 2019
Page 8
Part V
Facility Information (continued)
Section C. Supplemental Information for Part V, Section B. Provide descriptions required for Part V, Section B, lines 2, 3j, 5, 6a, 6b, 7d, 11, 13b, 13h, 15e, 16j, 18e, 19e, 20a, 20b, 20c, 20d, 20e, 21c, 21d, 23, and 24. If applicable, provide separate descriptions for each hospital facility in a facility reporting group, designated by facility reporting group letter and hospital facility line number from Part V, Section A (“A, 1,” “A, 4,” “B, 2,” “B, 3,” etc.) and name of hospital facility.
Form and Line Reference Explanation
University of Miami Hospital and Clinics Part V, Section B, Line 5: The CHNA was conducted using several existing assessments including the Miami-Dade County Mobilizing for Action Planning Partnerships (MAPP), Healthy People 2020 and the Robert Wood Johnson Foundation's County Health rankings. These data sources along with both primary and secondary research targeting key patient service areas were conducted to determine the needs of the hospital's patient population and highlight key health disparities. Focus groups and in-depth interviews were conducted to seek feedback from the populations we serve including community partners, patients, general consumers and health system staff and leadership. In addition to the focus groups and interviews, paper and electronic surveys were administered using the following method: - Conducted in early 2019 - Distributed via email and in person - Collected 120 responses - Organizations throughout Miami-Dade County participated including: o Health Council of South Florida o Health Foundation of South Florida o Public Health Trust/Jackson Health System o South Florida Behavioral Health Network o Miami Dade County Grants Coordination o American Cancer Society o Sant La o Chamber of Commerce - Fort Lauderdale o Chamber of Commerce - South Florida Hispanic o Legal Services of Greater Miami o Susan G Komen o Ronald McDonald House o Florida Department of Health in Miami-Dade County o South Florida Hospital and Healthcare Association o Miami-Dade County AHEC o United Way of Miami-DadeThe survey captured information about perceived community health needs, areas of priority and opportunities for improving community health. UMHC also partnered with the Health Foundation of South Florida on developing the CHNA. The CHNA was provided publicly on its web site and had paper copies available for review for anyone who inquired. After the data was collected and analyzed, seven priority areas emerged that UMHC has included in its CHNA:1. Access to Care2. Availability of Primary Care and Prevention3. Cancer Prevention and Treatment4. Chronic Disease management5. Communicable Disease including HIV and STDs6. Health Lifestyles including Physical Activity and Nutrition7. Maternal and Child Health
University of Miami Hospital and Clinics Part V, Section B, Line 11: UMHC will address the health needs identified above through the strategies defined in the implementation strategy including several key initiatives outlined below. Strategies in the implementation plan were developed via a consensus amongst a multidisciplinary steering committee. The implementation plan was approved by the UHealth Board of Directors in September 2019. UHealth's community benefit activities were greatly impacted beginning February 2020 by the novel coronavirus (COVID-19). In early March 2020, all community-based activities, that could not be shifted online, were placed on hold for the safety of our community residents, faculty and staff. However, UHealth successfully transitioned many of its community benefit outreach, education, wellness activities, and health care delivery, to telehealth/telemedicine platforms ensuring continuity of information and care to address the most pressing needs in our community. Access to care:Develop a comprehensive guide of all resources available to patients and their families and train financial counselors on all options to connect patients with all available resources. The evaluation metrics include the number of referrals to county programs, number of referrals to partner programs such as Light House for the Blind for low vision patients and the number of patients enrolled in available funding programs. Availability of Primary Care and Prevention:Provide free comprehensive primary care to targeted underserved populations in Miami-Dade County through various partnerships including the Miller School of Medicine Department of Community Service, Center for Haitian Studies, IDEA Clinic and Light of the World. The evaluation metrics include the number of people served through these free clinics and the number of people with positive findings referred for follow up care. Cancer Prevention and Treatment:Provide free cancer screenings and prevention activities to black and Hispanic populations in zip codes in Miami-Dade County with high incidence of late stage cancer in partnership with Sant La Haitian Neighborhood Center, WIC and the Department of Health. The evaluation metrics include the number of people screened and the number of people with positive findings who were referred to supportive services. Chronic Disease Management:Provide free glucose screenings and blood pressure checks to individuals who are at risk and have limited access to formal healthcare. The evaluation metrics include the number of patients with abnormal findings and referrals to appropriate, accessible follow up care.Communicable Disease:Utilize a mobile unit to provide free HIV screenings and PrEP (pre-exposure prophylaxis) to individuals at high risk of infection in partnership with the Miller School Center for AIDS Research and the County Department of Health. The evaluation metrics include the number of people with positive screenings who were referred for appropriate follow up care and the number of people provided PrEP. Healthy Lifestyles:Develop a resources directory to provide to patients that includes all available resources to assist with nutritional needs including WIC, SNAP and TANF in partnership with the County Department of Health. The evaluation metric includes the number of people counseled on available resources and provided the directory. Maternal and Child Health:Provide free well child visits including immunizations to elementary school children at underserved populated schools in Miami-Dade County in partnership with the Children's Health Fund, Kennedy Foundation, Center for Haitian Studies and the Garfield Foundation. The evaluation metrics include the number of students receiving well child visits and the number of students receiving immunizations.
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule H (Form 990) 2019
Schedule H (Form 990) 2019
Page 9
Part VFacility Information (continued)

Section D. Other Health Care Facilities That Are Not Licensed, Registered, or Similarly Recognized as a Hospital Facility
(list in order of size, from largest to smallest)
How many non-hospital health care facilities did the organization operate during the tax year?  
Name and address Type of Facility (describe)
1
2
3
4
5
6
7
8
9
10
Schedule H (Form 990) 2019
Schedule H (Form 990) 2019
Page 10
Part VI
Supplemental Information
Provide the following information.
1 Required descriptions. Provide the descriptions required for Part I, lines 3c, 6a, and 7; Part II and Part III, lines 2, 3, 4, 8 and 9b.
2 Needs assessment. Describe how the organization assesses the health care needs of the communities it serves, in addition to any CHNAs reported in Part V, Section B.
3 Patient education of eligibility for assistance. Describe how the organization informs and educates patients and persons who may be billed for patient care about their eligibility for assistance under federal, state, or local government programs or under the organization’s financial assistance policy.
4 Community information. Describe the community the organization serves, taking into account the geographic area and demographic constituents it serves.
5 Promotion of community health. Provide any other information important to describing how the organization’s hospital facilities or other health care facilities further its exempt purpose by promoting the health of the community (e.g., open medical staff, community board, use of surplus funds, etc.).
6 Affiliated health care system. If the organization is part of an affiliated health care system, describe the respective roles of the organization and its affiliates in promoting the health of the communities served.
7 State filing of community benefit report. If applicable, identify all states with which the organization, or a related organization, files a community benefit report.
Form and Line Reference Explanation
Part I, Line 6a: The organization prepared a community benefit report during the tax year.
Part I, Line 7: The Medicare cost report was used, except for 7b (Medicaid and other means-tested government programs). For 7b, a cost-to-charge ratio was used. The cost to charge ratio used for Medicaid cost calculation is based on the actual cost of Traditional Medicaid Fee-for-Service claims as reported on the Medicare Cost Report. These calculated costs (Inpatient Routine, Inpatient Ancillary, and Outpatient) are compared to the charges for these services reported on the same cost report. This ratio is used as the Medicaid cost-to-charge ratio to be applied to total gross Medicaid charges (both Traditional Fee for Service and Managed Care) as reported on the AHCA FUHRS report.
Part II, Community Building Activities: Community building activities include child abuse protection programs. Also, Financial support was provided to Junior Achievement of South Florida which enabled the organization to assist with educating 50,000 students on financial literacy, workforce readiness and entrepreneurship skills. In addition, UHealth, supported the Urban League of Broward County. UHealth sprang into action, partnering with local, state and national partners to ensure our community had access to vital information, testing and treatment. Our DOCS program partnered with the Florida Department of Health to serve in shifts every day from 8 AM to 11 PM during the initial height of the COVID pandemic in South Florida. In addition, we assisted in the Surveillance Program Assessing Risk and Knowledge of Coronavirus (SPARK-C), which randomly selected Miami-Dade residents to receive serologic testing for COVID-19 in order to determine prevalence. Our team was trained on data capture, operating telecommunications, and registering and scheduling residents for testing.
Part III, Line 2: Total bad debt expense is determined using the hospital's patient accounting records.
Part III, Line 3: Patients who render sufficient financial information to make a determination of eligibility under the hospitals' financial assistance policy are either treated as charity care (if they qualify) or given a "self- pay" discount (if they do not qualify as charity care).
Part III, Line 4: The hospitals' financial statements do not contain a footnote concerning bad debt. The University's financial statements account for bad debt as a reduction of revenue. For the year ended May 31, 2020, the hospitals recorded $41,649,703 of implicit price concessions as a direct reduction of patient service revenue that would have been reported as a provision for bad debts prior to the adoption of ASU 2014-09.
Part III, Line 8: The source of this information is the Medicare Cost Report data, which uses a "cost to charge" ratio methodology. The University of Miami Hospital and Clinics (UMHC) is a Prospective Payment System (PPS) exempt hospital and, as such, is cost based reimbursed for both inpatient and outpatient services. For inpatient services, the limit is the TEFRA target limit. The hospital, on occasion, exceeds the target rate and does not receive full cost reimbursement. The TEFRA target amount is updated by the Medicare program annually by the TEFRA updating factor. However, the amount of the TEFRA updating factor is always significantly less than the actual healthcare inflation factor because the Medicare program includes a "budget neutrality" factor for the overall Medicare program. For outpatient services, the limit is the payment to cost ratio (PCR). The PCR was established using a base year, which was 1996, at a rate of 85.5% of cost. The PCR for all PPS-exempt cancer centers was 88% through 12/31/19, and then 89% from 1/1/20 to 5/31/20; therefore, the hospital currently does not receive payment for 11-12% of its outpatient cost.
Part III, Line 9b: Note 3 of the financial statements reads in-part as follows: "the hospital provides care to patients who are financially unable to pay for the healthcare services they receive, and because the Hospital does not pursue collection of amounts determined to qualify as charity care, they are not reported in revenue."
Part VI, Line 2: Needs assessment: UHealth completed its most recent community health needs assessment (CHNA) in 2018, evaluating the health needs of individuals living in Miami-Dade County, Florida. The CHNA educates and validates UHealth on where and who to focus its efforts on when working to improve health outcomes for the residents with the greatest needs.The completion of the CHNA and corresponding implementation plan allowed UHealth to prioritize the significant health needs of the community and develop a robust strategy to address those needs. UHealth engaged a multidisciplinary steering committee to review the CHNA and provide oversight for activities in the implementation plan. The committee leads the efforts in developing the assessment, implementation strategy and working with the Board of Directors to obtain necessary approvals.
Part VI, Line 3: Patient education of eligibility for assistance: The organization informs and educates patients through public service announcements, advertising, and development activities. Further, patients are assisted with qualifying for Medicaid and other state programs.
Part VI, Line 4: Community information: UHealth is situated and primarily serves Miami-Dade County. Miami-Dade is the seventh largest county in the US and represents 12.6% of Florida's population. It is one of the few counties in the United States that is "minority-majority," in that a racial/ethnic minority group comprises the majority of the population with approximately 69.4% Latino or Hispanic residents; 17.7% black, non-Hispanic; 12.9% white, non-Hispanic; 1.6% Asian; 0.3% American Indian and Alaska Native. 53.7% of Miami-Dade's population are foreign-born, more than double that of the state. Miami-Dade County has a relatively young population with 83.3% of persons under age 65 and 20.2% under the age of 18. In Miami Dade County, 15.7% of all individuals live below the federal poverty level, with a median household income of $51,347 as compared to 12.7% and 55,600 respectively in the State of Florida. The SocioNeeds Index, developed by the Conduent Healthy Communities Institute, is a measure of socioeconomic need calculated from several social and economic factors, ranging from poverty to education, which may impact health and/or access to care. The Index is correlated with potentially preventable hospitalization rates related to chronic conditions, diabetes, and obesity. Index values range from 0 to 100, in which 100 represents communities with the greatest socioeconomic need. The median score for Miami-Dade County is 67.7 out of 100, which is indicative of poor health outcomes due to high needs within the community. The SocioNeeds Index further confirms the socioeconomic disparities observed among residents of Miami-Dade County. In addition to the SocioNeeds Index, a rank measure is calculated by comparing the SocioNeeds Index of all zip codes in Miami-Dade County (a rank of 5 represents high need, while a rank of 1 represents low need). More than one-third (36.3%) of Miami-Dade County residents live in ZIP codes identified as those with the "greatest need" (5). More than two-thirds (67.5%) of residents reside in ZIP codes with a SocioNeeds Index score of a three (3) or higher. In 2019, the ten leading causes of death in Miami-Dade County were heart disease, cancer, stroke, Alzheimer's disease, chronic lower respiratory disease, unintentional injury, diabetes, Parkinson's Disease, nephritis/nephrotic syndrome and nephrosis, and hypertension; seven of which are explicityly addressed in our Community Health Needs Assessment.
Part VI, Line 5: Promotion of community health: UHealth in partnership with the Miller School of Medicine is focused on the well-being of the community we serve. Sylvester Comprehensive Cancer Center, Bascom Palmer Eye Institute, the Department of Community Service and all clinical departments conduct critical health screenings, provide education and outreach activities to underserved populations through a myriad of activities including health fairs, free clinics, community-based screenings, referrals to low/no-cost programs and ensure placement of our mobile units in underserved communities with limited transportation. The health system's Board of Directors reviews and approved the CHNA and corresponding implementation plan further ensuring the organizational commitment to improving overall community health.
Part VI, Line 6: Affiliated health care system: The organization has an affiliationagreement with Miami-Dade County's Public Health Trust (PHT) to provideteaching physicians who supervise PHT's interns and residents at JacksonMemorial Hospital.
Schedule H (Form 990) 2019
Additional Data


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Schedule I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," on Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990.
lBullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2019
Open to Public
Inspection
Name of the organization
University of Miami
 
Employer identification number
59-0624458
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ........................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on Form 990, Part IV, line 21, for any recipient
that received more than $5,000. Part II can be duplicated if additional space is needed.
(a) Name and address of organization
or government
(b) EIN (c) IRC section
(if applicable)
(d) Amount of cash grant (e) Amount of non-cash
assistance
(f) Method of valuation
(book, FMV, appraisal,
other)
(g) Description of
noncash assistance
(h) Purpose of grant
or assistance
(1) 123 THERAPY INC
3670 N 54TH AVE
HOLLYWOOD,FL330212340
45-3437211   158,079   N/A N/A RESEARCH
(2) ACEER FOUNDATION
PO BOX 541
WEST CHESTER,PA19381
63-1045786 501(c)(3) 7,623   N/A N/A RESEARCH
(3) ADRIANA TAFUR SERVICES INCORPORATED
2020 NE 163RD ST STE 207
N MIAMI BEACH,FL331624927
51-0535858   56,962   N/A N/A RESEARCH
(4) AMERICAN HEART ASSOCIATION INC
7272 GREENVILLE AVE
DALLAS,TX752315129
13-5613797 501(c)(3) 558,529   N/A N/A RESEARCH
(5) AMERICAN UNIVERSITY OF BEIRUT
3 DAG HAMMARSKJOLD PLZ FL 8
NEW YORK,NY100172322
13-5596846 501(c)(3) 38,067   N/A N/A RESEARCH
(6) ANGEL SPEECH AND THERAPY SERVICES INC
5470 W 16TH AVE
HIALEAH,FL330122105
46-2204485   8,680   N/A N/A RESEARCH
(7) ARIZONA STATE UNIVERSITY
1001 S MCALLISTER AVE
TEMPE,AZ852876401
86-0196696 State of AZ 14,009   N/A N/A RESEARCH
(8) ARTEMIS INC
36 CENTRAL AVE
HAUPPAUGE,NY117884734
11-3514688   25,000   N/A N/A RESEARCH
(9) ATMOSPHERIC AND ENVIRONMENTAL RESEARCH INC
131 HARTWELL AVE
LEXINGTON,MA024213126
04-2608324   98,855   N/A N/A RESEARCH
(10) BAPTIST HEALTH AMBULATORY SERVICES INC
800 PRUDENTIAL DR PAVILLION FL 6
JACKSONVILLE,FL322078202
59-3410739 501(c)(3) 11,770   N/A N/A RESEARCH
(11) BAYLOR COLLEGE OF MEDICINE
ONE BAYLOR PLAZA BCM210-600D
HOUSTON,TX770303411
74-1613878 501(c)(3) 54,791   N/A N/A RESEARCH
(12) BIO NETWORKS INC
1441 SW 1 ST
MIAMI,FL331352202
04-3687978   17,594   N/A N/A RESEARCH
(13) BOARD OF REGENTS OF THE UNIVERSITY OF WISCONSIN SYSTEM
1220 CAPITOL CT
MADISON,WI537151237
39-1805963 501(c)(3) 196,176   N/A N/A RESEARCH
(14) BRANDEIS UNIVERSITY
515 SOUTH ST MS079
WALTHAM,MA024532728
04-2103552 501(c)(3) 72,057   N/A N/A RESEARCH
(15) BROWN UNIVERSITY
69 BROWN STREET BOX 1997
PROVIDENCE,RI02912
05-0258809 501(c)(3) 162,447   N/A N/A RESEARCH
(16) BUILDING FOUNDATIONS THERAPY SERVICES INC
13590 SW 134TH AVE STE 107
MIAMI,FL331864575
46-1893790   27,770   N/A N/A RESEARCH
(17) CALIFORNIA INSTITUTE OF TECHNOLOGY
1200 E CALIFORNIA BLVD MC 234-6
PASADENA,CA911250001
95-1643307 501(c)(3) 228,214   N/A N/A RESEARCH
(18) CALIFORNIA PACIFIC MEDICAL CENTER RESEARCH INSTITUTE
475 BRANNAN ST SUITE 130
SAN FRANCISCO,CA941075498
94-0562680   11,910   N/A N/A RESEARCH
(19) CASE WESTERN RESERVE UNIVERSITY
10900 EUCLID AVENUE NORD HALL SUITE
615
CLEVELAND,OH441067037
34-1018992 501(c)(3) 538,484   N/A N/A RESEARCH
(20) CEDARS SINAI MEDICAL CENTER
8700 BEVERLY BLVD FINANCE DEPARTMEN
LOS ANGELES,CA900481804
95-1644600 501(c)(3) 72,601   N/A N/A RESEARCH
(21) CENTER FOR FAMILY AND CHILD ENRICHMENT INC
1825 NW 167 STREET SUITE 102
MIAMI GARDENS,FL33056
59-1775062   24,655   N/A N/A RESEARCH
(22) CHILDRENS HEALTH AND EDUCATIONAL MANAGEMENT
8785 SW 165TH AVE STE 106D
MIAMI,FL331935827
02-0552323   110,710   N/A N/A RESEARCH
(23) CHILDREN'S HOSPITAL MEDICAL CENTER
3333 BURNET AVE MLC 7041 DIVISION
OF PULMONARY MED
CINCINNATI,OH45229
31-0833936   44,836   N/A N/A RESEARCH
(24) CLEVELAND CLINIC WESTON HOSPITAL NONPROFIT CORPORATION
PO BOX 100947
ATLANTA,GA303840947
65-0844880   15,401   N/A N/A RESEARCH
(25) COLLABORATIVE DRUG DISCOVERY INC
1633 BAYSHORE HWY STE 342
BURLINGAME,CA940101515
42-1631574   207,961   N/A N/A RESEARCH
(26) COLORADO SEMINARY
1999 E EVANS AVE KRH 317
DENVER,CO80208
84-0404231 501(c)(3) 67,633   N/A N/A RESEARCH
(27) COMMUNITY HEALTH OF SOUTH FLORIDA INC
10300 SW 216TH ST
CUTLER BAY,FL331901003
59-1372690 501(c)(3) 283,017   N/A N/A RESEARCH
(28) COMPTROLLER OF MARYLAND CENTRAL PAYROLL BUREAU
3112 LEE BUILDING
COLLEGE PARK,MD207425141
52-6002033 State of MD 47,593   N/A N/A RESEARCH
(29) CONCEPT HEALTH SYSTEMS INC
162 NE 49TH ST
MIAMI,FL331373118
23-7063810 501(c)(3) 18,789   N/A N/A RESEARCH
(30) CONNECTFAMILIAS INC
1111 SW 8TH ST STE 207
MIAMI,FL331303639
37-1646586   47,072   N/A N/A RESEARCH
(31) CORNELL UNIVERSITY
526 N CAMPUS 130 BIOTECHNOLOGY BLDG
ITHACA,NY148536007
15-0532082 501(c)(3) 12,435   N/A N/A RESEARCH
(32) CRAIG HOSPITAL
3425 S CLARKSON ST BUSINESS OFFICE
ENGLEWOOD,CA801132811
84-0404233 501(c)(3) 146,890   N/A N/A RESEARCH
(33) D&D REHAB CENTER INC
3412 W 84TH ST UNIT E-106
HIALEAH,FL330184918
27-1913437   7,908   N/A N/A RESEARCH
(34) DEBORA A FRYE
6350 SW 112TH ST
MIAMI,FL331564851
26-1939010   17,370   N/A N/A RESEARCH
(35) DIGITAL PROMISE GLOBAL
1001 CONNECTICUT AVE NW STE 935
WASHINGTON,DC200365561
46-5460594 501(c)(3) 22,366   N/A N/A RESEARCH
(36) DREXEL UNIVERSITY
ELAM PROGRAM 2900 W QUEEN LN K WING
PHILADELPHIA,PA191291033
23-1352630 501(c)(3) 242,080   N/A N/A RESEARCH
(37) DUKE UNIVERSITY
2119 CIEMAS 101 SCIENCE DR-DUKE BOX
3382
DURHAM,NC27708
56-0532129 501(c)(3) 208,732   N/A N/A RESEARCH
(38) EASTER SEALS SOUTH FLORIDA INC
1475 NW 14 AVE
MIAMI,FL331251616
59-0722783 501(c)(3) 12,778   N/A N/A RESEARCH
(39) EASTERN VIRGINIA MEDICAL SCHOOL
OFFICE OF GRANTS ACCOUNTING PO BOX
1980
NORFOLK,VA235011980
54-6055378   71,667   N/A N/A RESEARCH
(40) EDUCATE TOMORROW CORP
1717 N BAYSHORE DR STE 203
MIAMI,FL331321196
51-0493526 501(c)(3) 49,383   N/A N/A RESEARCH
(41) EMMUNE INC
14155 US HIGHWAY 1 STE 302
JUNO BEACH,FL334081430
46-2445960   18,000   N/A N/A RESEARCH
(42) EMORY UNIVERSITY
1599 CLIFTON RD 3RD FL-1599-001-1AD
FL-1599-001-1AD
ATLANTA,GA30322
58-0566256 501(c)(3) 3,528,784   N/A N/A RESEARCH
(43) FAMILY CENTRAL INC
10800 BISCAYNE BLVD STE 201
MIAMI,FL33161
59-1487190 501(c)(3) 924,181   N/A N/A RESEARCH
(44) FLORIDA ALLIANCE FOR ASSISTIVE SERVICES AND TECHNOLOGY INC
820 E PARK AVE STE D200
TALLAHASSEE,FL323012688
59-3352342 501(c)(3) 63,152   N/A N/A RESEARCH
(45) FLORIDA ATLANTIC UNIVERSITY
777 GLADES RD DIV OF SPONSORED
RESEARCH
BOCA RATON,FL334316424
65-0385507 State of FL 121,926   N/A N/A RESEARCH
(46) FLORIDA FISH AND WILDLIFE CONSERVATION COMMISSION
FISH AND WILDLIFE RESEARCH INS PO
BOX 6150
TALLAHASSEE,FL337016150
59-3105845 State of FL 79,236   N/A N/A RESEARCH
(47) FLORIDA INTERNATIONAL UNIVERSITY BOARD OF TRUSTEES
11200 SW 8TH ST CS319
MIAMI,FL331992516
65-0177616 State of FL 1,340,628   N/A N/A RESEARCH
(48) FLORIDA KEYS AREA HEALTH EDUCATION CENTER INC
5800 OVERSEAS HWY STE 38
MARATHON,FL330502744
65-0183810 501(c)(3) 553,268   N/A N/A RESEARCH
(49) FLORIDA REHAB PROFESSIONALS GROUP INC
401 CORAL WAY STE 403
CORAL GABLES,FL331344926
45-0601954   336,056   N/A N/A RESEARCH
(50) FLORIDA STATE UNIVERSITY
874 TRADITIONS WAY-PO BOX 3064166
TALLAHASSEE,FL323064166
59-1961248 State of FL 286,228   N/A N/A RESEARCH
(51) GAMA REHAB SERVICES INC
14411 COMMERCE WAY STE 230
MIAMI LAKES,FL330161598
20-0203443   48,580   N/A N/A RESEARCH
(52) GATEWAY COMMUNITY SERVICES INC
555 STOCKTON ST
JACKSONVILLE,FL322042534
59-1881828 501(c)(3) 194,812   N/A N/A RESEARCH
(53) GEORGE MASON UNIVERSITY
4400 UNIVERSITY DR MSN 2E1
FAIRFAX,VA220304422
54-0836354 State of VA 156,667   N/A N/A RESEARCH
(54) GEORGETOWN UNIVERSITY
BOX 571438-GEORGETOWN UNIVERSITY
WASHINGTON,DC200571438
53-0196603 501(c)(3) 336,974   N/A N/A RESEARCH
(55) GRADY MEMORIAL HOSPITAL CORPORATION
80 JESSE HILL JR DR SE STE 3H005
ATLANTA,GA303033031
26-2037695 501(c)(3) 85,537   N/A N/A RESEARCH
(56) GREENWOOD GENETIC CENTER INC
101 GREGOR MENDEL CIR
GREENWOOD,SC296462316
57-0604070 501(c)(3) 49,651   N/A N/A RESEARCH
(57) H LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE INC
PO BOX 198441
ATLANTA,GA303848441
59-2451713 501(c)(3) 125,676   N/A N/A RESEARCH
(58) HARTFORD HOSPITAL CORP
80 SEYMOUR ST
HARTFORD,CT061025037
06-0646668 501(c)(3) 9,154   N/A N/A RESEARCH
(59) HEALTH CHOICE NETWORK INC
9064 NW 13TH TER
DORAL,FL331722907
90-0525658 501(c)(3) 195,644   N/A N/A RESEARCH
(60) HENNEPIN HEALTHCARE RESEARCH INSTITUTE
825 S 8TH ST STE PP7700
MINNEAPOLIS,MN554151208
41-1677920 501(c)(3) 23,333   N/A N/A RESEARCH
(61) HENRY FORD HEALTH SYSTEM
FUND ACCOUNTING 1 FORD PL 5E
DETROIT,MI482023067
38-1357020 501(c)(3) 232,584   N/A N/A RESEARCH
(62) ICAHN SCHOOL OF MEDICINE AT MOUNT SINAI
1 GUSTAVE L LEVY PL BOX 3500
NEW YORK,NY100296504
13-6171197 501(c)(3) 56,727   N/A N/A RESEARCH
(63) INDIANA UNIVERSITY
DEPT OF BIOLOGY BDSC 400 E 7TH ST
POPLARS RM 501
BLOOMINGTON,IN474057005
35-6001673 State of IN 489,356   N/A N/A RESEARCH
(64) INTERCOASTAL MEDICAL GROUP INC
2750 BAHIA VISTA ST STE 134
SARASOTA,FL342392617
65-0784345   15,532   N/A N/A RESEARCH
(65) JEWISH COMMUNITY SERVICES OF SOUTH FLORIDA INC
735 NE 125 ST
NORTH MIAMI,FL331615611
59-0637867 501(c)(3) 670,106   N/A N/A RESEARCH
(66) JUST LEARNING CORP
8341 NW 21 COURT
SUNRISE,FL33322
20-4969026   92,255   N/A N/A RESEARCH
(67) KIDSCARE THERAPY CENTER INC
1140 W 50TH ST STE 303
HIALEAH,FL33012
46-3053120   30,781   N/A N/A RESEARCH
(68) KREATIVE KIDS THERAPY CENTER CO
8491 NW 17TH ST STE 110
DORAL,FL331261025
46-2510560   50,950   N/A N/A RESEARCH
(69) LATINOS SALUD INC
925 ARTHUR GODFREY RD STE 200
MIAMI BEACH,FL331403338
26-2763535 501(c)(3) 54,026   N/A N/A RESEARCH
(70) LEARNING WITH FUN-BETTER FUTURE CORP
12350 SW 132ND CT STE 109
MIAMI,FL331866458
20-4409513   240,635   N/A N/A RESEARCH
(71) LIBERTY KIDS INC
50 NE 128TH ST
MIAMI,FL331614512
20-5019202   16,120   N/A N/A RESEARCH
(72) LOOK THINK & LEARN INC
1800 SW 27TH AVE APT 208
MIAMI,FL331452455
20-2605325   33,290   N/A N/A RESEARCH
(73) MAYO CLINIC
200 1ST ST SW
ROCHESTER,MN559050001
41-6011702 501(c)(3) 66,162   N/A N/A RESEARCH
(74) MAYO CLINIC JACKSONVILLE
RESEARCH FINANCE-FLORIDA PO BOX
860334
MINNEAPOLIS,MN554860334
59-3337028 501(c)(3) 37,727   N/A N/A RESEARCH
(75) MEMORIAL SLOAN-KETTERING CANCER CENTER
1275 YORK AVE - BOX 10
NEW YORK,NY10065
13-1924236   310,878   N/A N/A RESEARCH
(76) MIAMI CHILDREN'S INITIATIVE INC
5400 NW 22ND AVE 4
MIAMI,FL331423075
27-5025010 501(c)(3) 5,137   N/A N/A RESEARCH
(77) MIAMI DADE COLLEGE
11011 SW 104 STREET ATTN ACADEMIC
AFFAIRS
MIAMI,FL331763330
59-1210485 State of FL 7,768   N/A N/A RESEARCH
(78) MIAMI-DADE AREA HEALTH EDUCATION CENTER INC
1200 NW 78TH AVENUE SUITE 209
MIAMI,FL331261817
65-0009277 501(c)(3) 698,702   N/A N/A RESEARCH
(79) MONTEREY BAY AQUARIUM RESEARCH INSTITUTE
7700 SANDHOLDT ROAD
MOSS LANDING,CA95039
77-0150580 501(c)(3) 191,648   N/A N/A RESEARCH
(80) MOREHOUSE SCHOOL OF MEDICINE
720 WESTVIEW DRIVE SW
ATLANTA,GA30310
58-1438873   2,216,319   N/A N/A RESEARCH
(81) MOUNT SINAI MEDICAL CENTER OF FLORIDA INC
4302 ALTON RD STE 730
MIAMI BEACH,FL331402893
59-0624424 501(c)(3) 76,080   N/A N/A RESEARCH
(82) MY TIME INC
1800 SW 1ST AVE SUITE 502
MIAMI,FL33129
30-0755466   43,475   N/A N/A RESEARCH
(83) NATIONAL FIRE PROTECTION RESEARCH FOUNDATION
1 BATTERYMARCH PARK
QUINCY,MA021697454
52-1256543 501(c)(3) 6,935   N/A N/A RESEARCH
(84) NEW JERSEY INSTITUTE OF TECHNOLOGY
UNIVERSITY HEIGHTS
NEWARK,NJ07102
22-6000910 State of NJ 178,410   N/A N/A RESEARCH
(85) NEW YORK MEDICAL COLLEGE
40 SUNSHINE COTTAGE RD
VALHALLA,NY105951524
13-1099420 501(c)(3) 12,556   N/A N/A RESEARCH
(86) NEW YORK UNIVERSITY
BANK OF AMERICA NYU SCHOOL OF
MEDICINE-PO BOX 415026
BOSTON,MA022415026
13-5562309   10,444   N/A N/A RESEARCH
(87) NORTH BROWARD HOSPITAL DISTRICT
GRANTS ADMINISTRATION 1608 SE 3RD
AVE STE 507
FORT LAUDERDALE,FL333162564
59-6012065 501(c)(3) 5,108   N/A N/A RESEARCH
(88) NORTH CAROLINA AGRICULTURAL AND TECHNICAL STATE UNIVERSITY
1601 EAST MARKET ST
GREENSBORO,NC274110001
56-6000007 State of NC 182,456   N/A N/A RESEARCH
(89) NORTHWESTERN UNIVERSITY
1801 MAPLE AVE 2ND FLOOR-SUITE 2410
2410
EVANSTON,IL602011112
36-2167817 501(c)(3) 111,912   N/A N/A RESEARCH
(90) NOVA SOUTHEASTERN UNIVERSITY INC
FACILITIES MANAGEMENT 3301 COLLEGE
AVE
FT LAUDERDALE,FL333143025
59-1083502 501(c)(3) 1,387,643   N/A N/A RESEARCH
(91) OREGON HEALTH & SCIENCE UNIVERSITY
3181 SW SAM JACKSON PARK RD
L106OPAM
PORTLAND,OR972393079
93-1176109 State of OR 195,350   N/A N/A RESEARCH
(92) OREGON HEALTH AND SCIENCE UNIVERSITY FOUNDATION
3181 SW SAM JACKSON PARK RD MAIL
CODE SJH-2
PORTLAND,OR97214
23-7083114 501(c)(3) 32,349   N/A N/A RESEARCH
(93) PRESIDENT AND FELLOWS OF HARVARD COLLEGE
1033 MASSACHUSETTS AVE FL 5
CAMBRIDGE,MA021385369
04-2103580 501(c)(3) 51,847   N/A N/A RESEARCH
(94) PUBLIC HEALTH TRUST OF MIAMI DADE COUNTY FLORIDA
1611 NW 12TH AVE-EAST TOWER 3003
MIAMI,FL331361005
59-1713947   72,690   N/A N/A RESEARCH
(95) REAL PREVENTION LLC
130 PEARL BROOK DR
CLIFTON,NJ070134007
46-2906812   30,348   N/A N/A RESEARCH
(96) RECTOR AND VISITORS OF THE UNIVERSITY OF VIRGINIA
ACADEMIC PRESERVATION TRUST PO BOX
400107
CHARLOTTESVILLE,VA229044107
54-6001796 501(c)(3) 65,609   N/A N/A RESEARCH
(97) REGENTS OF THE UNIVERSITY OF CALIFORNIA AT RIVERSIDE
900 UNIVERSITY AVE
RIVERSIDE,CA925210001
95-6006142 State of CA 281,576   N/A N/A RESEARCH
(98) REGENTS OF THE UNIVERSITY OF CALIFORNIA DAVIS
2795 2ND ST STE 400
DAVIS,CA956186505
94-6036494 State of CA 112,577   N/A N/A RESEARCH
(99) REGENTS OF THE UNIVERSITY OF CALIFORNIA SAN DIEGO
291 ROSECRANS ST
SAN DIEGO,CA921063505
94-3067788 501(c)(3) 549,855   N/A N/A RESEARCH
(100) REGENTS OF THE UNIVERSITY OF CALIFORNIA SAN DIEGO
9500 GILMAN DR MC 0009
LA JOLLA,CA920930009
95-6006144 State of CA 715,707   N/A N/A RESEARCH
(101) REGENTS OF THE UNIVERSITY OF MINNESOTA
111 3RD AVE S STE 290
MINNEAPOLIS,MN554012552
41-6007513 State of MN 244,456   N/A N/A RESEARCH
(102) RESEARCH FOUNDATION OF CUNY
230 W 41 ST 7TH FLOOR
NEW YORK,NY100367207
14-1368361 501(c)(3) 179,849   N/A N/A RESEARCH
(103) RUTGERS THE STATE UNIVERSITY OF NEW JERSEY
145 BEVIER RD
PISCATAWAY,NJ088548082
22-6001086 State of NJ 17,679   N/A N/A RESEARCH
(104) SAN DIEGO STATE UNIVERSITY RESEARCH FOUNDATION
5250 CAMPANILE DRIVE
SAN DIEGO,CA92182
95-6042721 501(c)(3) 37,099   N/A N/A RESEARCH
(105) SAN JOSE STATE UNIVERSITY
210 N FOURTH STREET 4TH FLOOR
SAN JOSE,CA951125569
94-6017638 501(c)(3) 2,392,276   N/A N/A RESEARCH
(106) SANFORD-BURNHAM PREBYS MEDICAL DISCOVERY INSTITUTE INC
10901 N TORREY PINES RD
LA JOLLA,CA920371005
51-0197108 501(c)(3) 118,690   N/A N/A RESEARCH
(107) SAVING MOTHERS
555 MADISON AVE STE 513
NEW YORK,NY100223301
26-3905821 501(c)(3) 11,300   N/A N/A RESEARCH
(108) SCHOOL BOARD MIAMI-DADE COUNTY FLORIDA
1450 NE 2ND AVE STE 450
MIAMI,FL331321308
59-6000572 M. Dade County 169,212   N/A N/A RESEARCH
(109) SOUTH FLORIDA VA FOUNDATION FOR RESEARCH & EDUCATION
1201 NW 16TH ST RM D806C
MIAMI,FL331251624
65-0207903 501(c)(3) 445,315   N/A N/A RESEARCH
(110) SPEECH PATHOLOGY AND EDUCATIONAL CENTER INC
8590 SW 40TH ST
MIAMI,FL331553214
65-0303523   170,195   N/A N/A RESEARCH
(111) ST JUDE CHILDRENS RESEARCH HOSPITAL
262 DANNY THOMAS PLACE
MEMPHIS,TN381053678
62-0646012 501(c)(3) 59,358   N/A N/A RESEARCH
(112) STATE OF LOUSIANA TREASURY DEPT FOR UNIVERSITY OF LOUISIANA AT LAFAYETTE
104 UNIVERSITY CIRCLE
LAFAYETTE,LA705032014
72-6000820 State of LA 621,805   N/A N/A RESEARCH
(113) SUAGM DBA UNIVERSIDAD DEL TURABO
PO BOX 21345
RIO PIEDRAS,PR009281345
66-0201206 501(c)(3) 22,600   N/A N/A RESEARCH
(114) SUNSHINE HEALTH NETWORK INC
15321 S DIXIE HWY STE 309
PALMETTO BAY,FL331571873
42-1747958   52,485   N/A N/A RESEARCH
(115) TEXAS A&M UNIVERSITY
6000 TAMU
COLLEGE STATION,TX77843
74-6000531 State of TX 131,902   N/A N/A RESEARCH
(116) THE BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY
415 BROADWAY ST FL 2 MC 8854
REDWOOD CITY,CA940633133
94-1156365 501(c)(3) 487,417   N/A N/A RESEARCH
(117) THE BRIGHAM AND WOMEN'S HOSPITAL INC
PO BOX 3887
BOSTON,MA022413887
04-2312909 501(c)(3) 74,039   N/A N/A RESEARCH
(118) THE CENTER FOR FAMILY AND CHILD ENRICHMENT INC
1825 NW 167TH ST STE 102
MIAMI GARDENS,FL330564838
59-1775062   62,518   N/A N/A RESEARCH
(119) THE CHARLOTTE-MECKLENBURG HOSPITAL AUTHORITY
2709 WATER RIDGE PKWY STE 300
CHARLOTTE,NC282174559
56-0529945   17,538   N/A N/A RESEARCH
(120) THE EMORY CLINIC INC
PO BOX 1162810
ATLANTA,GA303686218
58-2030692 501(c)(3) 231,433   N/A N/A RESEARCH
(121) THE GENERAL HOSPITAL CORPORATION
PO BOX 3829
BOSTON,MA022413829
04-2697983 501(c)(3) 147,201   N/A N/A RESEARCH
(122) THE GENEVA FOUNDATION
PO BOX 84212
SEATTLE,WA981245512
91-1593913 501(c)(3) 12,674   N/A N/A RESEARCH
(123) THE GEORGE WASHINGTON UNIVERSITY
PO BOX 829896
PHILADELPHIA,PA191829896
53-0196584 501(c)(3) 124,313   N/A N/A RESEARCH
(124) THE HENRY M JACKSON FOUNDATION FOR ADVANCEMENT OF MILITARY MEDICINE
6720A ROCKLEDGE DR STE 100
BETHESDA,MD208171891
52-1317896   6,656,165   N/A N/A RESEARCH
(125) THE JOHNS HOPKINS UNIVERSITY
PO BOX 65045
BALTIMORE,MD212645045
52-0595110 501(c)(3) 123,305   N/A N/A RESEARCH
(126) THE MCLEAN HOSPITAL CORPORATION
115 MILL ST
BELMONT,MA024781064
04-2697981 501(c)(3) 241,255   N/A N/A RESEARCH
(127) THE METROHEALTH SYSTEM
PO BOX 73308-RE 62005750-8951021199
62005750-8951021199
CLEVELAND,OH441930002
34-6004382   12,560   N/A N/A RESEARCH
(128) THE NEMOURS FOUNDATION
10140 CENTURION PKWY N
JACKSONVILLE,FL322078426
59-0634433 501(c)(3) 9,229   N/A N/A RESEARCH
(129) THE OHIO STATE UNIVERSITY
FL 4 1960 KENNY RD
COLUMBUS,OH432101063
31-6401599 501(c)(3) 298,368   N/A N/A RESEARCH
(130) THE OHIO STATE UNIVERSITY
556 BIOLOGICAL SCIENCES 484 W 12TH
AVE OSU
COLUMBUS,OH432101214
31-6025986 State of OH 22,266   N/A N/A RESEARCH
(131) THE PENNSYLVANIA STATE UNIVERSITY
137 EAST AREA BLDG
UNIVERSITY PA,PA168021503
24-6000376 State of PA 112,236   N/A N/A RESEARCH
(132) THE REACH INSTITUTE RESOURCE FOR ADVANCING CHILDREN'S HEALTH
404 FIFTH AVENUE 3RD FLOOR
NEW YORK,NY10018
20-5437835 501(c)(3) 26,681   N/A N/A RESEARCH
(133) THE REGENT OF THE UNIVERSITY OF CALIFORNIA
PO BOX 748872
LOS ANGELES,CA900744872
94-6036493 State of CA 264,398   N/A N/A RESEARCH
(134) THE SCRIPPS RESEARCH INSTITUTE
10550 N TORREY PINES RD
LA JOLLA,CA920371000
33-0435954 501(c)(3) 192,124   N/A N/A RESEARCH
(135) THE TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK
3030 BROADWAY MAIL CODE 1900
NEW YORK,NY100276902
13-5598093 501(c)(3) 3,354,969   N/A N/A RESEARCH
(136) THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA INC
THE WHARTON SCHOOL LOCKBOX 9726-PO
BOX 8500
PHILADELPHIA,PA191789726
23-1352685 501(c)(3) 954,046   N/A N/A RESEARCH
(137) THE UNIVERSITY OF ARIZONA
1303 E UNIVERSITY BLVD BOX 3
TUSCON,AZ857190521
74-2652689 State of AZ 111,741   N/A N/A RESEARCH
(138) THE UNIVERSITY OF TENNESSEE
910 MADISON AVE STE 823
MEMPHIS,TN381630823
62-6001636 State of TN 121,166   N/A N/A RESEARCH
(139) THE VANDERBILT UNIVERSITY
PMB 401591 2301 VANDERBILT PL
NASHVILLE,TN372401591
62-0476822 501(c)(3) 32,541   N/A N/A RESEARCH
(140) THERAPY BY DESIGN INC
17670 NW 78TH AVE STE 113
MIAMI,FL330153665
90-0060916   41,265   N/A N/A RESEARCH
(141) THOMAS JEFFERSON UNIVERSITY
1025 WALNUT STREET SUITE 904
PHILADELPHIA,PA19107
23-1352651 501(c)(3) 26,340   N/A N/A RESEARCH
(142) TRUSTEES OF BOSTON UNIVERSITY
PO BOX 28763
NEW YORK,NY100878763
04-2103547 501(c)(3) 65,708   N/A N/A RESEARCH
(143) TULANE UNIVERSITY
800 EAST COMMERCE ROAD-SUITE 203
HARAHAN,LA70123
72-0423889 501(c)(3) 7,364   N/A N/A RESEARCH
(144) UNIVERSIDAD CENTRAL DEL CARIBE INC
PO BOX 60327
BAYAMON,PR009606032
66-0349669 501(c)(3) 115,481   N/A N/A RESEARCH
(145) UNIVERSITY CORPORATION FOR ATMOSPHERIC RESEARCH
3090 CENTER GREEN DR
BOULDER,CO803012252
84-0412668 501(c)(3) 39,180   N/A N/A RESEARCH
(146) UNIVERSITY OF ALABAMA AT BIRMINGHAM
619 19TH ST S
BIRMINGHAM,AL352331900
63-6005396 State of AL 157,634   N/A N/A RESEARCH
(147) UNIVERSITY OF CALIFORNIA
ONE SHIELDS AVE MS1C ROOM 126
DAVIS,CA95616
95-2226406 State of CA 55,906   N/A N/A RESEARCH
(148) UNIVERSITY OF CALIFORNIA SANTA BARBARA
DISTRIBUTION LOGISTICAL SERVICES
BLDG 507
SANTA BARBARA,CA931062040
95-6006145 State of CA 160,615   N/A N/A RESEARCH
(149) UNIVERSITY OF CENTRAL FLORIDA BOARD OF TRUSTEES
4000 CENTRAL FLORIDA BLVD POB
162450 ENG 2 STE 211
ORLANDO,FL328162450
59-2924021 State of FL 5,486   N/A N/A RESEARCH
(150) UNIVERSITY OF CHICAGO
6054 S DREXEL AVE STE 300
CHICAGO,IL606372612
36-2177139 501(c)(3) 37,390   N/A N/A RESEARCH
(151) UNIVERSITY OF CINCINNATI
PO BOX 932641
CLEVELAND,OH441930014
31-6000989 State of OH 39,740   N/A N/A RESEARCH
(152) UNIVERSITY OF COLORADO BOULDER
PO BOX 910220
DENVER,CO802910220
84-6000555 State of CO 60,841   N/A N/A RESEARCH
(153) UNIVERSITY OF DELAWARE
220 HULLIHEN HALL
NEWARK,DE197160099
51-6000297 501(c)(3) 172,406   N/A N/A RESEARCH
(154) UNIVERSITY OF FLORIDA BOARD OF TRUSTEES
UF OFFICE OF RESEARCH PO BOX
115500-GRINTER HALL
GAINESVILLE,FL326115500
59-6002052 State of FL 2,741,562   N/A N/A RESEARCH
(155) UNIVERSITY OF IOWA
200 HAWKINS DR
IOWA CITY,IA52242
42-6004813 State of IA 167,655   N/A N/A RESEARCH
(156) UNIVERSITY OF KANSAS CENTER FOR RESEARCH INC
3901 RAINBOW BLVD MS1039
KANSAS CITY,KS661608500
48-1108830 501(c)(3) 366,072   N/A N/A RESEARCH
(157) UNIVERSITY OF MASSACHUSETTS
55 LAKE AVENUE NORTH ATTN MEDICAL
SCHOOL BURSAR
WORCESTER,MA01655
04-3167352 State of MA 60,753   N/A N/A RESEARCH
(158) UNIVERSITY OF NEW MEXICO
LATIN AMERICAN IBERIAN INSTITUTE
MSC02 1690-1
ALBUQUERQUE,NM871310001
85-6000642   307,996   N/A N/A RESEARCH
(159) UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL
4160-H BIOINFORMATICS BUILDING
CAMPUS BOX 7555
CHAPEL HILL,NC275997555
56-6001393 State of NC 77,569   N/A N/A RESEARCH
(160) UNIVERSITY OF NORTH TEXAS
1155 UNION CIR 305250
DENTON,TX762035017
75-6002149 State of TX 536,740   N/A N/A RESEARCH
(161) UNIVERSITY OF OKLAHOMA
201 STEPHENSON PKWY STE 3100
NORMAN,OK730692050
73-1377584 State of OK 18,491   N/A N/A RESEARCH
(162) UNIVERSITY OF PITTSBURGH
PO BOX 7436
PITTSBURGH,PA152130436
25-0965591 501(c)(3) 137,839   N/A N/A RESEARCH
(163) UNIVERSITY OF ROCHESTER
601 ELMWOOD AVE 673
ROCHESTER,NY146420001
16-0743209 501(c)(3) 22,953   N/A N/A RESEARCH
(164) UNIVERSITY OF SOUTH FLORIDA
DIVISON OF SPONSORED RESEARCH STE
160-3650 SPECTRUM BLVD
TAMPA,FL336129446
59-2959590 501(c)(3) 763,105   N/A N/A RESEARCH
(165) UNIVERSITY OF SOUTH FLORIDA
PO BOX 864568
ORLANDO,FL328864568
59-3102112 State of FL 26,943   N/A N/A RESEARCH
(166) UNIVERSITY OF SOUTHERN CALIFORNIA
UNIVERSITY GARDENS STE 205
LOS ANGELES,CA900898006
95-1642394 501(c)(3) 129,377   N/A N/A RESEARCH
(167) UNIVERSITY OF TEXAS AT AUSTIN
PO BOX 7399
AUSTIN,TX787133999
74-6000203 State of TX 263,069   N/A N/A RESEARCH
(168) UNIVERSITY OF TEXAS HEALTH SCIENCE CENTER AT HOUSTON
6431 FANNIN ST MSB 4200
HOUSTON,TX770301501
74-1761309 State of TX 408,996   N/A N/A RESEARCH
(169) UNIVERSITY OF TEXAS HEALTH SCIENCE CENTER AT SAN ANTONIO
7793 FLOYD CURL DR MSC 7883
SAN ANTONIO,TX78229
74-1586031 State of TX 21,462   N/A N/A RESEARCH
(170) UNIVERSITY OF TEXAS MD ANDERSON CANCER CENTER
1515 HOLCOMBE BLVD STE 307
HOUSTON,TX770304009
74-6001118 State of TX 144,930   N/A N/A RESEARCH
(171) UNIVERSITY OF TEXAS SOUTHWESTERN MEDICAL CENTER
OBRIEN KIDNEY CENTER 5323 HARRY
HINES BLVD H5132
DALLAS,TX753908856
75-6002868 State of TX 42,233   N/A N/A RESEARCH
(172) UNIVERSITY OF THE VIRGIN ISLANDS
2 JOHN BREWERS BAY
CHARLOTTE AMA,VI008026004
66-0432514 501(c)(3) 269,525   N/A N/A RESEARCH
(173) UNIVERSITY OF UTAH
115 SOUTH 1460 EAST RM 383
SALT LAKE CITY,UT84112
87-6000525 State of UT 16,699   N/A N/A RESEARCH
(174) UNIVERSITY OF VERMONT
85 S PROSPECT ST
BURLINGTON,VT054051704
03-0179440 501(c)(3) 5,343   N/A N/A RESEARCH
(175) UNIVERSITY OF WASHINGTON
12455 COLLECTIONS DR
CHICAGO,IL60693
91-6001587 State of WA 430,158   N/A N/A RESEARCH
(176) UNIVERSITY OF WASHINGTON
9750 3RD AVE NE STE 400-BOX 358738
SEATTLE,WA98115
91-6001537 State of WA 757,739   N/A N/A RESEARCH
(177) VANDERBILT UNIVERSITY MEDICAL CENTER INC
PO BOX 121236
DALLAS,TX753121236
35-2528741 501(c)(3) 433,051   N/A N/A RESEARCH
(178) VARIETY CHILDRENS HOSPITAL
3100 SW 62ND AVE
MIAMI,FL331553009
59-0638499 501(c)(3) 40,676   N/A N/A RESEARCH
(179) VIRGINIA INSTITUTE OF MARINE SCIENCE
PO BOX 8795
WILLIAMSBURG,VA231878795
54-6001802   11,926   N/A N/A RESEARCH
(180) WAKE FOREST UNIVERSITY HEALTH SCIENCE
SECTION ON NEPHROLOGY MEDICAL
CENTER BLVD
WINSTONSALEM,NC271571053
22-3849199 501(c)(3) 391,405   N/A N/A RESEARCH
(181) WASHINGTON UNIVERSITY
CB 8086-660 S EUCLID AVE
ST LOUIS,MO631101010
43-0653611 501(c)(3) 220,855   N/A N/A RESEARCH
(182) WATER MAPPING LLC
1041 EDGEWATER LN
GULF BREEZE,FL325633311
47-3600220   71,800   N/A N/A RESEARCH
(183) WAYNE STATE UNIVERSITY
CASHIERS OFFICE PO BOX 02788
DETROIT,MI482020788
38-6028429 State of MI 56,367   N/A N/A RESEARCH
(184) WEILL MEDICAL COLLEGE OF CORNELL UNIVERSITY
1300 YORK AVENUE BOX 89
NEW YORK,NY10021
13-1623978 501(c)(3) 23,103   N/A N/A RESEARCH
(185) AMERICAN CANCER SOCIETY INC
8095 NW 12TH ST STE 200
MIAMI,FL331261843
13-1788491 501(c)(3) 95,000   N/A N/A GENERAL SUPPORT
(186) AMERICAN PANCREATIC ASSOCIATION INC
PO BOX 352406
MIAMI,FL331358406
43-1422062 501(c)(3) 20,000   N/A N/A GENERAL SUPPORT
(187) CARE ELEMENTARY SCHOOL
2025 NW 1ST AVE
MIAMI,FL331274901
46-5629626 501(c)(3) 10,000   N/A N/A GENERAL SUPPORT
(188) CORAL GABLES CHAMBER OF COMMERCE
224 CATALONIA AVENUE
CORAL GABLES,FL33134
59-0205525 501(c )6 47,000   N/A N/A GENERAL SUPPORT
(189) EL HERALDO DE BROWARD INC
116 ROYAL PARK DR 1G
OAKLAND PARK,FL333095860
59-2013604   10,000   N/A N/A GENERAL SUPPORT
(190) ELSEVIER INC
PO BOX 7247-8455
PHILADELPHIA,PA191708455
13-1958712 501(c)(3) 5,940   N/A N/A GENERAL SUPPORT
(191) FLORIDA PHILANTHROPIC NETWORK
5421 BEAUMONT CENTER BLVD STE 655
TAMPA,FL33634
20-1328734 501(c)(3) 10,000   N/A N/A GENERAL SUPPORT
(192) GILDA'S CLUB OF SOUTH FLORIDA INC
119 ROSE DR
FORT LAUDERDALE,FL333161043
65-0528626 501(c)(3) 15,000   N/A N/A GENERAL SUPPORT
(193) GREATER FORT LAUDERDALE CHAMBER OF COMMERCE INC
512 NE 3RD AVE
FORT LAUDERDALE,FL333013236
59-0250255 501(c )6 20,000   N/A N/A GENERAL SUPPORT
(194) GREATER MIAMI CHAMBER OF COMMERCE
1601 BISCAYNE BOULEVARD BALLROOM
LEVEL
MIAMI,FL33132
59-0358775 501(c )6 35,000   N/A N/A GENERAL SUPPORT
(195) GREATER PLANTATION CHAMBER OF COMMERCE INC
7401 NW 4TH ST
PLANTATION,FL333172204
59-0977809 501(c )6 8,050   N/A N/A GENERAL SUPPORT
(196) JACKSON HEALTH FOUNDATION INC
1501 NW NORTH RIVER DR
MIAMI,FL331252619
65-0077727 501(c)(3) 20,000   N/A N/A GENERAL SUPPORT
(197) PANCREATIC CANCER ACTION NETWORK INC
1500 ROSECRANS AVE
MANHATTAN BEACH,CA902663763
33-0841281 501(c)(3) 35,000   N/A N/A GENERAL SUPPORT
(198) REGENERATIVE MEDICINE FOUNDATION INC
9314 FOREST HILL BLVD STE 2
WELLINGTON,FL334116577
20-5509308 501(c)(3) 10,000   N/A N/A GENERAL SUPPORT
(199) SHARSHERET INC
1086 TEANECK RD STE 2G
TEANECK,NJ076664855
13-4198529 501(c)(3) 12,000   N/A N/A GENERAL SUPPORT
(200) SOUTH FLORIDA HISPANIC CHAMBER OF COMMERCE INC
333 ARTHUR GODFREY RD STE 300
MIAMI BEACH,FL331403642
65-0511241 501(c )6 25,000   N/A N/A GENERAL SUPPORT
(201) SUSAN G KOMEN MIAMI FT LAUDERDALE
1333 S UNIVERSITY DR STE 206
PLANTATION,FL333244001
75-2844638 501(c)(3) 60,000   N/A N/A GENERAL SUPPORT
(202) SUSAN G KOMEN SOUTH FLORIDA
1309 N FLAGLER DR FL 5
WEST PALM BEACH,FL334013406
65-0254225 501(c)(3) 35,000   N/A N/A GENERAL SUPPORT
(203) THE LEUKEMIA & LYMPHOMA SOCIETY INC
PO BOX 735308
DALLAS,TX753735308
13-5644916 501(c)(3) 1,024,000   N/A N/A GENERAL SUPPORT
(204) UNITED WAY OF BROWARD COUNTY INC
1300 S ANDREWS AVE
FT LAUDERDALE,FL333161838
59-0624402 501(c)(3) 40,000   N/A N/A GENERAL SUPPORT
(205) UNITED WAY OF MIAMI-DADE INC
3250 SW 3RD AVE
MIAMI,FL331292712
59-0830840 501(c)(3) 52,434   N/A N/A GENERAL SUPPORT
(206) UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL
4160-H BIOINFORMATICS BLDG CAMPUS
BOX 7555
CHAPEL HILL,NC275997555
56-6001393 State of NC 20,000   N/A N/A GENERAL SUPPORT
(207) YES INSTITUTE
5275 SUNSET DRIVE
MIAMI,FL33143
65-0646667 501(c)(3) 5,904   N/A N/A GENERAL SUPPORT
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
157
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
49
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2019

Schedule I (Form 990) 2019
Page 2
Part III
Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Number of
recipients
(c) Amount of
cash grant
(d) Amount of
noncash assistance
(e) Method of valuation (book,
FMV, appraisal, other)
(f) Description of noncash assistance
(1) Scholarships for tuition housing meals and books 9183 458,243,503   N/A N/A
(1)
(2)
(3)
(4)
(5)
(6)
(7)
Part IV
Supplemental Information. Provide the information required in Part I, line 2; Part III, column (b); and any other additional information.
Return Reference Explanation
Part I, Line 2: Procedure for Monitoring Grants: Grants to organizations and individuals awarded for the purpose of conducting research are monitored as follows: Subcontracts are issued with a defined scope of work and a budget and include other terms and conditions such as frequency of required reporting. The faculty member at the University of Miami responsible for the grant monitors the scientific progress via site visits, correspondence, reports, etc. Invoices submitted for payments by the outside organization or by an individual are approved by the University of Miami Faculty member responsible for the grant.
Schedule I, Part III: Assistance to the University students in the form of scholarships are awarded for the purpose of aiding with the cost of attending the University (i.e., for tuition, housing and meals). Scholarships are based on need and academic achievement. Total scholarships, grants and loans cannot exceed the total cost of attendance. The University publishes criteria for the eligibility requirements needed to award a scholarship. The amount of aid awarded is based on a need analysis formula developed by the federal government and includes verification of the information submitted by the student.
Schedule I (Form 990) 2019



Additional Data


Software ID:  
Software Version:  


Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
SchJMediumBullet Attach to Form 990.
SchJMediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
Open to Public Inspection
Name of the organization
University of Miami
 
Employer identification number

59-0624458
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes on Line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain .........
1b
Yes
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked on Line 1a? ..
2
Yes
 
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? .............
4a
 
No
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
 
No
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.
5
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ....................
5a
 
No
b
Any related organization? .......................
5b
 
No
If "Yes," on line 5a or 5b, describe in Part III.
6
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ..................
6a
Yes
 
b
Any related organization? ......................
6b
 
No
If "Yes," on line 6a or 6b, describe in Part III.
7
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
Yes
 
8
Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III ..........................
8
 
No
9
If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2019

Schedule J (Form 990) 2019
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported on Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.
(A) Name and Title (B) Breakdown of W-2 and/or 1099-MISC compensation (C) Retirement and other deferred compensation (D) Nontaxable
benefits
(E) Total of columns
(B)(i)-(D)
(F) Compensation in column (B) reported as deferred on prior Form 990
(i) Base
compensation
(ii) Bonus & incentive
compensation
(iii) Other reportable compensation
1Manuel Diaz
Head Coach, Football
(i)

(ii)
270,491
-------------
0
13,500
-------------
0
9,287,987
-------------
0
28,000
-------------
0
27,390
-------------
0
9,627,368
-------------
0
0
-------------
0
2Joseph Lamelas
Director & Professor
(i)

(ii)
2,467,528
-------------
0
0
-------------
0
89,386
-------------
0
0
-------------
0
19,527
-------------
0
2,576,441
-------------
0
0
-------------
0
3James J Larranaga
Head Coach, Basketball
(i)

(ii)
245,692
-------------
0
40,000
-------------
0
2,119,297
-------------
0
28,000
-------------
0
20,915
-------------
0
2,453,904
-------------
0
0
-------------
0
4Dipen J Parekh
Director & Professor
(i)

(ii)
858,035
-------------
0
325,982
-------------
0
635,446
-------------
0
28,000
-------------
0
72,696
-------------
0
1,920,159
-------------
0
0
-------------
0
5Julio Frenk
President
(i)

(ii)
1,215,136
-------------
0
192,000
-------------
0
108,985
-------------
0
28,000
-------------
0
274,183
-------------
0
1,818,304
-------------
0
0
-------------
0
6Edward Abraham
EVP & CEO of Uhealth
(i)

(ii)
1,187,798
-------------
0
466,870
-------------
0
32,206
-------------
0
28,000
-------------
0
29,187
-------------
0
1,744,061
-------------
0
0
-------------
0
7Jacqueline A Travisano
Executive VP & COO
(i)

(ii)
797,386
-------------
0
147,656
-------------
0
2,326
-------------
0
28,000
-------------
0
25,584
-------------
0
1,000,952
-------------
0
0
-------------
0
8Jeffrey Duerk
Executive VP & Provost
(i)

(ii)
804,665
-------------
0
79,825
-------------
0
4,480
-------------
0
28,000
-------------
0
28,187
-------------
0
945,157
-------------
0
0
-------------
0
9Aileen Ugalde
University Secretary (former)
(i)

(ii)
620,683
-------------
0
0
-------------
0
48,407
-------------
0
35,759
-------------
0
29,811
-------------
0
734,660
-------------
0
0
-------------
0
10Leslie Dellinger Aceituno
Secretary
(i)

(ii)
158,864
-------------
0
0
-------------
0
1,378
-------------
0
34,054
-------------
0
21,176
-------------
0
215,472
-------------
0
0
-------------
0
11Marc Buoniconti
Trustee/Senior Director
(i)

(ii)
180,069
-------------
0
0
-------------
0
138
-------------
0
18,058
-------------
0
1,188
-------------
0
199,453
-------------
0
0
-------------
0
12Joseph Echevarria
Trustee
(i)

(ii)
140,398
-------------
0
0
-------------
0
14,385
-------------
0
0
-------------
0
3,551
-------------
0
158,334
-------------
0
0
-------------
0
Schedule J (Form 990) 2019

Schedule J (Form 990) 2019
Page 3
Part III
Supplemental Information
Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.
Return Reference Explanation
Part I, Line 1a First Class Travel: First class travel was provided to President Julio Frenk, Manuel Diaz, and James J. Larranaga. The amounts were not included in taxable income. House and Household Assistance: A house and household assistance is provided to the President Julio Frenk at the convenience of the employer as a condition of employment. Certain amounts were included in taxable income for President Julio Frenk. Club Dues: Club dues were provided for Julio Frenk, Jeffrey Duerk, James J. Larranaga, Jacqueline Travisano, Edward Abraham, and Manuel Diaz. The amounts were included in taxable income. Social Club Dues: Social club dues were provided for Julio Frenk, Jacqueline Travisano, and Jeffrey Duerk. The amounts were not included in taxable income. Tax Gross-Up Payments: Tax Gross-Up Payments were provided to President Julio Frenk and Manuel Diaz.
Part I, Line 6 Hospital & Clinic may provide incentives to certain officers, and highly compensated individuals. Incentive payment are based on productivity / efficiency measures, as well as certain financial targets.
Part I, Line 7 Certain officers received sign-on bonuses, and one time payments for assuming duties outside of their job requirements / description
Schedule J (Form 990) 2019

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Schedule K
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Information on Tax-Exempt Bonds
SchKMediumBullet Complete if the organization answered "Yes" to Form 990, Part , line 24a. Provide descriptions,
explanations, and any additional information in Part .
SchKMediumBullet Attach to Form 990.

SchKMediumBulletGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
Open to Public
Inspection
Name of the organization
University of Miami
 
Employer identification number
59-0624458
Part
Bond Issues
(a) Issuer name (b) Issuer EIN (c) CUSIP # (d) Date issued (e) Issue price (f) Description of purpose (g) Defeased (h) On
behalf of
issuer
(i) Pool
financing
Yes No Yes No Yes No
A Miami-Dade Co Educ Fac Authority
 
52-1418508 59333AFW6 04-26-2007 473,302,568 See Schedule K, Part VI X     X   X
B Miami-Dade Co Educ Fac Authority
 
52-1418508 59333ALR0 12-12-2012 106,138,985 See Schedule K, Part VI   X   X   X
C Miami-Dade Co Educ Fac Authority
 
52-1418508 59333AMB4 10-07-2015 432,889,335 See Schedule K, Part VI   X   X   X
D Miami-Dade Co Educ Fac Authority
 
52-1418508 59333ANA5 03-27-2018 251,677,763 See Schedule K, Part VI   X   X   X
Part
Proceeds
A B C D
1 Amount of bonds retired .................. 121,175,000     635,000
2 Amount of bonds legally defeased .............. 155,070,000      
3 Total proceeds of issue .................. 480,088,974 106,149,046 433,709,817 257,512,866
4 Gross proceeds in reserve funds .............        
5 Capitalized interest from proceeds ............. 17,381,191 1,362,336 9,394,090 14,566,425
6 Proceeds in refunding escrows ............... 303,488,136   221,307,671  
7 Issuance costs from proceeds ............... 3,097,405 929,658 2,213,897 1,657,665
8 Credit enhancement from proceeds ............. 3,351,958      
9 Working capital expenditures from proceeds .............        
10 Capital expenditures from proceeds ............. 152,770,285 103,763,232 200,794,159 226,340,529
11 Other spent proceeds .............   93,819    
12 Other unspent proceeds .............       14,948,247
13 Year of substantial completion ............. 2009 2014 2017 2020
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue of tax-exempt
bonds (or, if issued prior to 2018, a current refunding issue)? ........
X   X   X   X  
15 Were the bonds issued as part of an advance refunding issue of taxable
bonds (or, if issued prior to 2018, an advance refunding issue)? ........
X     X X     X
16 Has the final allocation of proceeds been made? .......... X   X   X     X
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? .................. X   X   X   X  
Part
Private Business Use
A B C D
Yes No Yes No Yes No Yes No
1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? .............   X   X   X   X
2 Are there any lease arrangements that may result in private business use of bond-financed property? ............... X   X   X   X  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 2019

Schedule K (Form 990) 2019
Page 2
Part
Private Business Use (Continued)
A B C D
Yes No Yes No Yes No Yes No
3a Are there any management or service contracts that may result in private business use of bond-financed property? ............. X   X   X   X  
b If "Yes" to line 3a, does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts relating to the financed property? X   X   X   X  
c Are there any research agreements that may result in private business use of bond-financed property? ............. X   X   X   X  
d If "Yes" to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any research agreements relating to the financed property? X   X   X   X  
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government ....SchKMediumBullet 1.280 % 1.020 % 0.730 % 0 %
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government ......... SchKMediumBullet 0.510 % 0 % 0 % 0 %
6 Total of lines 4 and 5 ............. 1.790 % 1.020 % 0.730 % 0 %
7 Does the bond issue meet the private security or payment test? ...   X   X   X   X
8a Has there been a sale or disposition of any of the bond-financed property to a nongovernmental person other than a 501(c)(3) organization since the bonds were issued?.............   X   X   X   X
b If "Yes" to line 8a, enter the percentage of bond-financed property sold or disposed of. ..        
c If "Yes" to line 8a, was any remedial action taken pursuant to Regulations sections 1.141-12 and 1.145-2? .............                
9 Has the organization established written procedures to ensure that all nonqualified bonds of the issue are remediated in accordance with the requirements under
Regulations sections 1.141-12 and 1.145-2? ........
X   X   X   X  
Part
Arbitrage
A B C D
Yes No Yes No Yes No Yes No
1 Has the issuer filed Form 8038-T, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate? ... X     X   X   X
2 If "No" to line 1, did the following apply? ....
a Rebate not due yet? .......       X   X X  
b Exception to rebate? ........       X   X   X
c No rebate due? .........     X   X   X  
If "Yes" to line 2c, provide in Part the date the rebate
computation was performed ......
3 Is the bond issue a variable rate issue? .....   X   X   X   X
4a Has the organization or the governmental issuer entered into a qualified hedge with respect to the bond issue?   X   X   X   X
b Name of provider ..........  
 
 
 
 
 
 
 
c Term of hedge .........        
d Was the hedge superintegrated? ......                
e Was the hedge terminated? ........                
Schedule K (Form 990) 2019

Schedule K (Form 990) 2019
Page 3
Part
Arbitrage (Continued)
A B C D
Yes No Yes No Yes No Yes No
5a Were gross proceeds invested in a guaranteed investment contract (GIC)? X     X   X   X
b Name of provider .......... Bayerische
Landesbank
 
 
 
 
 
 
c Term of GIC ......... 210.0000000000 %      
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? ........ X              
6 Were any gross proceeds invested beyond an available temporary period? X   X   X   X  
7 Has the organization established written procedures to monitor the requirements of section 148? ... X   X   X   X  
Part
Procedures To Undertake Corrective Action
--------------------------------------------------------------------------------------------------------------- A B C D
Yes No Yes No Yes No Yes No
Has the organization established written procedures to ensure that violations of federal tax requirements are timely identified and corrected through the voluntary closing agreement program if self-remediation is not available under applicable regulations? X   X   X   X  
Part
Supplemental Information. Provide additional information for responses to questions on Schedule K. (See instructions).
Return Reference Explanation
Schedule K, Part I - Line A, Column F: Acquire, construct, equip and renovate University facilities and refunding of prior issues: Series 1993- Issue Date January 5, 1994; Series 1996A- Issue Date March 13, 1996; Series 1996B - Issue Date October 1, 1996; Series 1997A - Issue Date January 10, 1997; Series 2000A - Issue Date December 7, 1999; Series 2000B - Issue Date February 3, 2000; Series 2004A - Issue Date January 16, 2004; Schedule K, Part I - Line B, Column F: Finance and refinance the acquisition, construction, renovation and equipping of University facilities. Schedule K, Part I - Line C, Column F: Finance and refinance the costs of the acquisition, construction, renovation and equipping of University facilities. Schedule K, Part I - Line D, Column F: Finance or refinance, including through reimbursement, the acquisition, construction, and equipping of University facilities. Schedule K, Part I - Line C, Column C: CUSIP #59333AMB4; 59333AMA6 Schedule K, Part II - Line 3, Column A: Variance of $6,786,406 when compared to Part I - Line A, Column (e) is due primarily to interest earnings. Schedule K, Part II - Line 3, Column B: Variance of $10,060 when compared to Part I - Line B, Column (e) is due primarily to interest/dividend earnings and unspent issuance cost. Schedule K, Part II - Line 3, Column C: Variance of $820,483 when compared to Part I - Line C, Column (e) is due primarily to interest/dividend earnings. Schedule K, Part II - Line 3, Column D: Variance of $5,835,103 compared to Part I - Line D, Column (e) is due primarily to interest/divident earnings. Schedule K, Part IV - Line 1, Column A: Form 8038-T filed on 6/28/2016 for the Series 2007. Form 8038-T filed on 7/21/2011 for the Series 2007. Schedule K, Part IV - Line 2c, Column A, B, C, and D: Last rebate computation date 5/31/2020. No rebate due and no filing required on the Series 2007AB, 2012A, 2015A and 2018A.
Schedule K (Form 990) 2019

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Schedule L
(Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Transactions with Interested Persons
MediumBullet Complete if the organization answered "Yes" on Form 990, Part IV, lines 25a, 25b, 26, 27, 28a, 28b, or 28c, or Form 990-EZ, Part V, line 38a or 40b.
MediumBullet Attach to Form 990 or Form 990-EZ.
MediumBulletGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
Open to Public Inspection
Name of the organization
University of Miami
 
Employer identification number

59-0624458
Part I
Excess Benefit Transactions (section 501(c)(3), section 501(c)(4), and section 501(c)(29) organizations only).
Complete if the organization answered "Yes" on Form 990, Part IV, line 25a or 25b, or Form 990-EZ, Part V, line 40b.
1(a) Name of disqualified person (b) Relationship between disqualified person and organization (c) Description of transaction (d) Corrected?
Yes No
2
Enter the amount of tax incurred by the organization managers or disqualified persons during the year under section 4958. ........................... Bullet Image$
 
3
Enter the amount of tax, if any, on line 2, above, reimbursed by the organization ........ Bullet Image$
 

Part II
Loans to and/or From Interested Persons.
Complete if the organization answered "Yes" on Form 990-EZ, Part V, line 38a, or Form 990, Part IV, line 26; or if the organization reported an amount on Form 990, Part X, line 5, 6, or 22
(a) Name of interested person (b) Relationship with organization (c) Purpose of loan (d) Loan to or from the organization? (e) Original principal amount (f) Balance due (g) In default? (h) Approved by board or committee? (i) Written agreement?
To From Yes No Yes No Yes No
Total ...............Small Bullet $  
Part III
Grants or Assistance Benefiting Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 27.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of assistance (d) Type of assistance (e) Purpose of assistance
(1)  
 
  43,806 Disct Tuition Tuition Asst
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50056A
Schedule L (Form 990 or 990-EZ) 2019
Schedule L (Form 990 or 990-EZ) 2019
Page 2
Part IV
Business Transactions Involving Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 28a, 28b, or 28c.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of transaction (d) Description of transaction (e) Sharing of organization's revenues?
Yes No
(1) Marc Buoniconti
 
See Part V 182,070 See Part V   No
(2) Andrew Camner
 
See Part V 77,296 See Part V   No
(3) Gino DiMare
 
See Part V 426,733 See Part V   No
(4) Felicia Knaul
 
See Part V 386,316 See Part V   No
(5) Eric Winter
 
See Part V 115,285 See Part V   No
(6) Rosemarie Ugalde
 
See Part V 168,000 See Part V   No
(7) Laura Chamorro Dauer
 
See Part V 174,366 See Part V   No
Part V
Supplemental Information
Provide additional information for responses to questions on Schedule L (see instructions).
Return Reference Explanation
Schedule L, Part IV - Lines 1-5, 7 Col B Family member of trustee.
Schedule L, Part IV - Lines 4, 6 Col B Family member of officer.
Schedule L, Part IV - Lines 1-7 Col D Family member employment.
Schedule L (Form 990 or 990-EZ) 2019


Additional Data


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SCHEDULE M
(Form 990)


Department of the Treasury
Internal Revenue Service
Noncash Contributions
Right pointing arrow large imageComplete if the organizations answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image Attach to Form 990.
Right pointing arrow large imageGo to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2019
Open to Public Inspection
Name of the organization
University of Miami
 
Employer identification number

59-0624458
Part I
Types of Property
(a)
Check if applicable
(b)
Number of contributions or items contributed
(c)
Noncash contribution amounts reported on
Form 990, Part VIII, line 1g
(d)
Method of determining
noncash contribution amounts
1 Art—Works of art .... X 6 210,951 Fair Market Value
2 Art—Historical treasures .        
3 Art—Fractional interests ..        
4 Books and publications ..      
5 Clothing and household
goods .......
     
6 Cars and other vehicles ..        
7 Boats and planes ....        
8 Intellectual property ...        
9 Securities—Publicly traded . X 199 8,977,735 Fair Market Value
10 Securities—Closely held stock .        
11 Securities—Partnership, LLC,
or trust interests ....
       
12 Securities—Miscellaneous ..        
13 Qualified conservation
contribution—Historic
structures .....
       
14 Qualified conservation
contribution—Other ...
       
15 Real estate—Residential .        
16 Real estate—Commercial ..        
17 Real estate—Other ...        
18 Collectibles .....        
19 Food inventory ...        
20 Drugs and medical supplies .        
21 Taxidermy ......        
22 Historical artifacts ....        
23 Scientific specimens ..        
24 Archeological artifacts ...        
25 Other Right pointing arrow large image ( Equipment ) X 5 2,017,708 Fair Market Value
26 Other Right pointing arrow large image ( Auction Items ) X 130 0 See Part II
27 Other Right pointing arrow large image ( )
28 Other Right pointing arrow large image ( )
29
Number of Forms 8283 received by the organization during the tax year for contributions
for which the organization completed Form 8283, Part IV, Donee Acknowledgement
29
3
Yes
No
30a
During the year, did the organization receive by contribution any property reported in Part I, lines 1 through 28, that it must hold for at least three years from the date of the initial contribution, and which isn't required to be used for exempt purposes for the entire holding period? ...................
30a
 
No
b
If "Yes," describe the arrangement in Part II.
31
Does the organization have a gift acceptance policy that requires the review of any nonstandard contributions?
31
Yes
 
32a
Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash
contributions? ..........................
32a
Yes
 
b
If "Yes," describe in Part II.
33
If the organization didn't report an amount in column (c) for a type of property for which column (a) is checked,
describe in Part II.
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 51227J
Schedule M (Form 990) (2019)
Schedule M (Form 990) (2019)
Page 2
Part IISupplemental Information. Provide the information required by Part I, lines 30b, 32b, and 33, and whether the organization is reporting in Part I, column (b), the number of contributions, the number of items received, or a combination of both. Also complete this part for any additional information.
Return Reference Explanation
Part I, Line 32b: Third Party or Related Organizations Utilized: The University utilizes external brokers to sell securities when the donated securities are not deemed to fit into the University's investment portfolio.
Part I, Line 33: Items Included On Schedule M Not In Revenue: b. Part I, Line 26 - Auction items: Columns B and C include items donated for sale at fundraising event auctions (such as gift certificates, etc.) which are subsequently sold at fundraising event auctions but which are not included on form 990, Part VIII, Line 1(g).
Schedule M (Form 990) (2019)

Additional Data


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Software Version:  
SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
MediumBullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2019
Open to Public
Inspection
Name of the organization
University of Miami
 
Employer identification number

59-0624458
Return Reference Explanation
Form 990, Part VI, Section A, line 2 Family and Business Relationships: Stuart Miller - Trustee, and Steven Saiontz - Trustee - Business Relationship; Charles Cobb-Trustee, Jorge Perez - Trustee - Business Relationship; Phillip T. Frost - Trustee, Phillip T. George - Trustee - Business Relationship; Marc Buoniconti - Trustee, Paul DiMare - Trustee, - Business Relationship;
Form 990, Part VI, Section B, line 11b Board Review of Form 990: Process by which the governing body was provided a copy of form 990 prior to filing: Form 990 is prepared by the University's Office of the Controller and reviewed by KPMG, LLP. Due to schedule constraints of committee chairs and members, the meeting dates for the Audit and Compliance Committee fluctuate from year to year. The University provides Form 990 to the Committee prior to filing. If the Committee's meeting dates do not coincide with the availability of the return, it is provided to the Committee electronically with time provided for questions and comments. Subsequent to the Committee's review a copy of the final return is shared with all voting members of the Board prior to filing.
Form 990, Part VI, Section B, line 12c Monitoring and Compliance with Conflict of Interest Policy: The Office of the Secretary of the Board of Trustees sends an annual conflict of interest questionnaire together with the policy adopted by the Board to all trustees, officers and key employees. Once replies are received, they are reviewed by the Vice President and Chief Compliance Officer and the Chair of The Conflict of Interest Sub-Committee. When apparent conflicts arise, the Sub-Committee reviews and makes recommendations to the Executive Committee for management or denial of the relationship or proposal creating the conflict.
Form 990, Part VI, Section B, line 15 Process for Review of Compensation of Officers and Key Employees: The Compensation Review Sub-Committee of the Executive Committee reviews a summary of proposed compensation and survey data for any offer to a new officer or key employee of the University, including the President and trustees who are employees of the University. Once the compensation is approved, it is provided to the payroll office as a record of the committee's approval. Minutes of the meeting of the Compensation Review Sub-Committee of the Executive Committee are recorded by the Office of the Secretary. The following process is performed annually, typically at the April/May meeting of the Compensation Review Sub-Committee of the Executive Committee to approve compensation for the President, Executive Vice President and Provost, Senior Vice Presidents, the Vice President, General Counsel and Secretary, Vice President and Chief Compliance Officer, the Intercollegiate Athletic Director, and employees who are current trustees and former trustees for up to 5 years following conclusion of their service on the board: each officer's supervisor completes a written performance review and proposes a salary increase, prior to the meeting. The University participates in an annual comprehensive compensation survey compiled by an actuarial firm. The actuarial firm produces a survey of universities across the United States and, separately, data from for-profit corporations for positions that have a for-profit equivalent. The Compensation Review Sub-Committee of the Executive Committee receives the performance appraisals for each officer, key employee and trustee/employee, the completed survey prepared by the actuary, and the current and proposed salaries and other cash compensation for each officer and key employee, including the President and trustees who are employees of the University. After review and discussion, the Compensation Review Sub-Committee of the Executive Committee approves the compensation for those officers listed above, including the President, who is excused while deliberation about his/her compensation is discussed, and trustees who are employees of the University. Once the compensation is approved, it is provided to the payroll office as a record of the committee's approval. Minutes of the meeting of the Compensation Review Sub-Committee of the Executive Committee are recorded by the Office of the Secretary. The sub-committee reviews executive compensation in April/May as described above.
Form 990, Part VI, Section C, line 19 Governing Documents, Conflict of Interest Policy and Financial Statements Made Available to the General Public: The State of Florida, Department of State, Division of Corporations requires an annual registration filing, including any changes to Charter. Once filed, the Charter can be viewed on the State of Florida web site. Financial statements of the university are made available on the University's website. The University's financial statements are also made available to the general public on the federal government's census bureau website. The University's Bylaws and the Board's Conflict of Interest Policy are not made available to the public.
Form 990, Part VII, Section A, Officers, Directors, Trustees: Edward A. Dauer is a Trustee and also serves as Research Associate Professor in the College of Engineering. Average hours per week estimate of 40 hours is based on a full time teaching load. Marc Buoniconti is a Trustee and also Senior Director - Advocacy and Donor Relations at the Miami Project to Cure Paralysis. Average hours per week estimate of 40 hours minimum is based on his being a full time, exempt employee.
Form 990, Part XI, line 9: Various Other Adjustments Other Pension Related Gains / Losses 28,689,893. Refunds of Contributions -203,593.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2019


Additional Data


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SCHEDULE R
(Form 990)

Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBulletAttach to Form 990.
MediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047
2019
Open to Public Inspection
Name of the organization
University of Miami
 
Employer identification number

59-0624458
Part I
Identification of Disregarded Entities. Complete if the organization answered "Yes" on Form 990, Part IV, line 33.
(a)
Name, address, and EIN (if applicable) of disregarded entity


(b)
Primary activity


(c)
Legal domicile (state
or foreign country)

(d)
Total income


(e)
End-of-year assets


(f)
Direct controlling
entity

(1) Biscayne View Properties LLC
1395 Brickell Avenue 14th Floor
Miami,FL33131
59-0624458
Real Estate FL     University of Miami
 
(2) Crestre LLC
1395 Brickell Avenue 14th Floor
Miami,FL33131
20-2458426
Real Estate FL 609 591,273 Biscayne View Properties LLC
 
(3) 1509 Venture LLC
1395 Brickell Avenue 14th Floor
Miami,FL33131
20-2458426
Real Estate FL   1,795,590 Biscayne View Properties LLC
 
(4) East Urban LLC
1395 Brickell Avenue 14th Floor
Miami,FL33131
20-2458426
Real Estate FL 35,638 990,049 Biscayne View Properties LLC
 
(5) Tripop LLC
1395 Brickell Avenue 14th Floor
Miami,FL33131
20-2458426
Real Estate FL   4,301,333 Biscayne View Properties LLC
 
(6) 7th Avenue Market LLC
1320 South Dixie Hwy Suite 705
Coral Gables,FL33146
20-2458426
Real Estate FL   3,009,510 Biscayne View Properties LLC
 
(7) Equi Terra LLC
1395 Brickell Avenue 14th Floor
Miami,FL33131
59-0624458
Real Estate FL     University of Miami
 
(8) Ten Bor LLC
1395 Brickell Avenue 14th Floor
Miami,FL33131
27-3025289
Real Estate FL     Equi Terra LLC
 
(9) PT Property Holding LLC
1395 Brickell Avenue 14th Floor
Miami,FL33131
27-3025289
Real Estate FL     Equi Terra LLC
 
(10) University of Miami Preservation LLC
1252 Memorial Drive Room 230
Coral Gables,FL33146
59-0624458
Hold UM Designated Easement FL     University of Miami
 
(11) Boston House LLC
1395 Brickell Avenue 14th Floor
Miami,FL33131
59-0624458
Real Estate DE     University of Miami
 
(12) UHealth Ventures Holding Company LLC
1120 NW 14th Street
Miami,FL33136
82-1968627
Holding Company FL     University of Miami
 
Part II
Identification of Related Tax-Exempt Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.
(a)
Name, address, and EIN of related organization


(b)
Primary activity


(c)
Legal domicile (state
or foreign country)

(d)
Exempt Code section


(e)
Public charity status
(if section 501(c)(3))

(f)
Direct controlling
entity

(g)
Section 512(b)(13) controlled entity?
Yes No
(1)WVUM Inc
PO Box 248191

Coral Gables,FL33124
59-1729614
Edu Radio FL 501(C)(3) Line 7 N/A
Yes
 
(2)University Rathskeller Inc
1330 Miller Drive

Coral Gables,FL33146
59-1410632
Student Food & Beverage FL 501(C)(3) Line 5 N/A
Yes
 
(3)Ophthalmology Research Foundation Inc
PO Box 015869

Mi,FL33101
23-7081974
Fundraising FL 501(C)(3) Line 12c, III-FI N/A
 
No
(4)The Buoniconti Fund to Cure Paralysis
1095 NW 14th Terrace

Miami,FL33136
65-0244316
Fundraising FL 501(C)(3) Line 7 N/A
 
No
(5)Florida Lions Eye Bank Inc
900 NW 17th Street 3rd Floor

Miami,FL33136
59-0967012
Fundraising/Donation FL 501(C)(3) Line 10 N/A
 
No
(6)Cane Angel Network Inc
1951 NW 7th Avenue

Miami,FL33136
84-3960646
Research innovation & Educ FL 501(c)(3) Line 12a, I N/A
Yes
 


For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2019
Schedule R (Form 990) 2019
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, because it had one or more related organizations treated as a partnership during the tax year.
(a)
Name, address, and EIN of
related organization



(b)
Primary activity




(c)
Legal
domicile
(state or foreign
country)


(d)
Direct controlling
entity



(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(f)
Share of total income




(g)
Share of end-of-year
assets



(h)
Disproprtionate allocations?




(i)
Code V-UBI
amount in box 20 of
Schedule K-1
(Form 1065)
(j)
General or
managing
partner?



(k)
Percentage
ownership


Yes No Yes No












Part IV
Identification of Related Organizations Taxable as a Corporation or Trust. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.
(a)
Name, address, and EIN of
related organization
(b)
Primary activity
(c)
Legal
domicile
(state or foreign
country)
(d)
Direct controlling
entity
(e)
Type of entity
(C corp, S corp,
or trust)
(f)
Share of total income
(g)
Share of end-of-year
assets
(h)
Percentage
ownership
(i)
Section 512(b)(13) controlled entity?
Yes No
(1) CRUT (8)

 
 
Charitable Remainder Unitrust FL N/A
          No
(2) Perpetual (2)

 
 
Perpetual Trust FL N/A
          No
(3) University of Miami Insurance Co Ltd

Clarendon House 2 Church St HM 11
BD
Insurance BD UM
 
C       Yes  
(4)  

 
 
     
        Yes  






Schedule R (Form 990) 2019
Schedule R (Form 990) 2019
Page 3
Part V
Transactions With Related Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity .....................
1a
 
No
b Gift, grant, or capital contribution to related organization(s) ............................
1b
 
No
c Gift, grant, or capital contribution from related organization(s) ............................
1c
Yes
 
d Loans or loan guarantees to or for related organization(s) ............................
1d
 
No
e Loans or loan guarantees by related organization(s) ............................
1e
 
No
f Dividends from related organization(s) ............................
1f
 
No
g Sale of assets to related organization(s) ............................
1g
 
No
h Purchase of assets from related organization(s) ............................
1h
 
No
i Exchange of assets with related organization(s) ............................
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) .......................
1j
 
No
k Lease of facilities, equipment, or other assets from related organization(s) ......................
1k
Yes
 
l Performance of services or membership or fundraising solicitations for related organization(s) .....................
1l
 
No
m Performance of services or membership or fundraising solicitations by related organization(s) .................
1m
 
No
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................
1n
Yes
 
o Sharing of paid employees with related organization(s) ............................
1o
Yes
 
p Reimbursement paid to related organization(s) for expenses ............................
1p
 
No
q Reimbursement paid by related organization(s) for expenses ............................
1q
 
No
r Other transfer of cash or property to related organization(s) ............................
1r
Yes
 
s Other transfer of cash or property from related organization(s) ............................
1s
Yes
 
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of related organization
(b)
Transaction
type (a-s)
(c)
Amount involved
(d)
Method of determining amount involved
(1) WVUM Inc

R 112,000 See Part VII
(2) Cane Angel Network Inc

R 258,850 See Part VII




Schedule R (Form 990) 2019
Schedule R (Form 990) 2019
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 37.
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity
(b)
Primary activity
(c)
Legal domicile
(state or foreign
country)
(d)
Predominant income (related, unrelated, excluded from tax under sections 512-514)

(e)
Are all partners
section
501(c)(3)
organizations?
(f)
Share of total income




(g)
Share of
end-of-year
assets
(h)
Disproprtionate allocations?
(i)
Code V-UBI
amount in box 20
of Schedule K-1
(Form 1065)
(j)
General or
managing
partner?
(k)
Percentage
ownership


Yes No Yes No Yes No






























Schedule R (Form 990) 2019
Schedule R (Form 990) 2019
Page 5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R. (see instructions).
Return Reference Explanation
Form 990 - Schedule, R, Part V, Line 2 Method used to determine the transaction amounts with controlled organizations is based on cash provided to, or received from each controlled organization.
Schedule R (Form 990) 2019

Additional Data


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