Form990


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)
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
A For the 2023 calendar year, or tax year beginning 09-01-2023 , and ending 08-31-2024
BCheck if applicable:
CName of organization
Emory University
 
 
Doing business as
 
 
Number and street (or P.O. box if mail is not delivered to street address)
1599 Clifton Road Third Floor 3101
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Atlanta, GA30322
D Employer identification number

58-0566256
E Telephone number

G Gross receipts $ 7,311,583,875
F Name and address of principal officer:
Gregory Fenves President
1599 Clifton Road Third Floor 3101
Atlanta,GA30322
I
Tax-exempt status: (   ) (insert no.) or
J
Website:
WWW.EMORY.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  
K Form of organization:  
L Year of formation: 1915
M State of legal domicile: GA
Part I
Summary
Activities  & Governance 1 Briefly describe the organization’s mission or most significant activities: EMORY UNIVERSITY'S MISSION IS TO CREATE, PRESERVE, TEACH, AND APPLY KNOWLEDGE IN THE SERVICE OF HUMANITY AND TO PROVIDE EXCELLENCE IN PATIENT CARE.
2 Check this box
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 39
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 36
5 Total number of individuals employed in calendar year 2023 (Part V, line 2a) ...... 5 26,966
6 Total number of volunteers (estimate if necessary) ............. 6 11,800
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 38,458,907
b Net unrelated business taxable income from Form 990-T, Part I, line 11 ......... 7b 0
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 1,128,660,675 1,199,613,458
9 Program service revenue (Part VIII, line 2g) ......... 4,563,696,738 5,305,481,342
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 562,705,681 763,936,395
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 52,341,826 41,937,420
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 6,307,404,920 7,310,968,615
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 569,954,021 636,544,761
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) 2,857,251,157 3,141,116,405
16a Professional fundraising fees (Part IX, column (A), line 11e) ..... 143,375 1,271,799
b Total fundraising expenses (Part IX, column (D), line 25) 36,703,376    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 2,592,555,828 2,862,755,189
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 6,019,904,381 6,641,688,154
19 Revenue less expenses. Subtract line 18 from line 12....... 287,500,539 669,280,461
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 20,858,634,955 22,212,258,173
21 Total liabilities (Part X, line 26)............. 6,157,191,795 6,198,488,478
22 Net assets or fund balances. Subtract line 21 from line 20..... 14,701,443,160 16,013,769,695
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
Signature of officer Date
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name

Firm's EIN
Firm's address



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 (2023)
Form 990 (2023)
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: Emory University's mission is to create, preserve, teach, and apply knowledge in the service of humanity. (See Schedule O for continuation)
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 $ 2,859,153,916 including grants of $ 636,544,761 ) (Revenue $ 1,335,958,360 )
EMORY UNIVERSITY ("Emory "University") Emory University is a major research university that is privately endowed, coeducational and not-for-profit. With its nine colleges and schools, the University attracts top quality students from across the nation and abroad and has a current total enrollment of approximately 15,000 students. The University is a member of the Association of American Universities. In U.S. News and World Report's annual ranking of "America's Best Colleges" Emory ranked 24th in 2024 among national universities and has consistently been included in its top 25 list since 1992. Emory also ranks in the top 25 schools for "best value schools." In addition, Emory ranked 13th in Kiplinger's "100 best college values was named a "best value college" by the Princeton Review. The University includes one of the nation's leading research and patient-care medical complexes, the Robert W. Woodruff Health Sciences Center. The Center includes the Emory University School of Medicine, Nell Hodgson Woodruff School of Nursing, Rollins School of Public Health, and Emory National Primate Research Center. Among the many other centers for specialized research and study at Emory are the Winship Cancer Institute; The Global Health Institute; The Center for Health Discovery and Well Being; The Center for Faculty Development and Excellence; The Center for Aids Research; The Michael C. Carlos Museum; The Cherry L. Emerson Center for Scientific Computation; and The Claus M. Halle Institute for Global Learning.
4b (Code:   ) (Expenses $ 1,840,257,035 including grants of $ 0 ) (Revenue $ 2,183,587,856 )
EMORY UNIVERSITY HOSPITAL MIDTOWN Since 1908, Emory University Hospital Midtown has been an Atlanta teaching hospital offering a myriad of patient care, education and research initiatives. In 2024, Emory University Hospital Midtown was ranked nationally by U.S. News & World Report in Ear, Nose and Throat for the sixth year in a row since that program moved to the hospital. It was ranked ninth in Georgia and eighth in metro Atlanta rankings. The Hospital provides advanced services such as cardiology, oncology, and radiology as well as more traditional services such as obstetrics, with both routine and intensive care nurseries, as well as provides charity care in the form of indigent care to patients with no health insurance and catastrophic care to patients whose medical bills are so large that paying them would be permanently life-shattering. Emory University Hospital Midtown has 529 licensed beds and more than 1,200 licensed physicians on staff. The current community benefits report is published at https://www.emoryhealthcare.org/community.
4c (Code:   ) (Expenses $ 1,493,503,740 including grants of $ 0 ) (Revenue $ 1,785,935,126 )
EMORY UNIVERSITY HOSPITAL Emory University Hospital is a teaching and research facility providing tertiary and quaternary care services, particularly cardiology, cardiac surgery, oncology, neurosciences, multiple organ and tissue transplantation, orthopaedics, geriatrics and endocrinology. In 2024, Emory University Hospital was ranked as the number one hospital in metro Atlanta and in the state of Georgia by U.S. News and World Report for the eleventh year in a row. Emory University Hospital was also recognized in 2024 as one of the nation's top hospitals by the national research corporation's consumer choice awards for 23 of the past 24 years. Emory University Hospital provides integrated patient care with teaching and clinical research by physicians who are university faculty as well as provides charity care in the form of indigent care to patients with no health insurance and catastrophic care to patients whose medical bills are so large that paying them would be permanently life-shattering. The Hospital has 911 licensed beds, of which 120 are located at Emory University Orthopaedics and Spine Hospital and 82 are located at Wesley Woods, and more than 1,300 licensed physicians on staff. The Emory University Orthopaedics and Spine Hospital has earned the highest patient satisfaction rankings in the country based on returned surveys from patients that have been nationally benchmarked by Press Ganey. The current community benefits report is published at https://www.emoryhealthcare.org/community
4d Other program services (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $   )
4e Total program service expenses6,192,914,691
Form 990 (2023)
Form 990 (2023)
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
List of Attached Documents:
// Content
.....................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors? See instructions. Click to see attachment
List of Attached Documents:
// Content
...
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 I.............
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
List of Attached Documents:
// Content
.........
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 Rev. Proc. 98-19? If "Yes," complete Schedule C, Part III..
5
 
 
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 I.........................
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 II....
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
List of Attached Documents:
// Content
..............
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 IV..............
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 VClick to see attachment
List of Attached Documents:
// Content
......
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
List of Attached Documents:
// Content
...................
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
List of Attached Documents:
// Content
.......
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 VIII.......
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 IX............
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
List of Attached Documents:
// Content
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
List of Attached Documents:
// Content
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
......................
12a
 
No
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
List of Attached Documents:
// Content
12b
Yes
 
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule EClick to see attachment
List of Attached Documents:
// Content
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
List of Attached Documents:
// Content
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
List of Attached Documents:
// Content
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...
16
 
No
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
List of Attached Documents:
// Content
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
List of Attached Documents:
// Content
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...................
19
 
No
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....Click to see attachment
List of Attached Documents:
// Content
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
List of Attached Documents:
// Content
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
List of Attached Documents:
// Content
21
Yes
 
Form 990 (2023)
Form 990 (2023)
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
List of Attached Documents:
// Content
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
List of Attached Documents:
// Content
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 list of attachments
List of Attached Documents:
// Content
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 ....
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.......................
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 II...........
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 III.........................
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see the 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......................
28a
 
No
b
A family member of any individual described in line 28a? If "Yes," complete Schedule L, Part IV.....Click to see attachment
List of Attached Documents:
// Content
28b
Yes
 
c
A 35% controlled entity of one or more individuals and/or organizations described in line 28a or 28b? If "Yes," complete Schedule L, Part IV..................... Click to see attachment
List of Attached Documents:
// Content
28c
Yes
 
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..Click to see attachment
List of Attached Documents:
// Content
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
List of Attached Documents:
// Content
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
List of Attached Documents:
// Content
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
List of Attached Documents:
// Content
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
List of Attached Documents:
// Content
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.............
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 VI
37
 
No
38
Did the organization complete Schedule O and provide explanations on 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
27,708
b
Enter the number of Forms W-2G included on 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 (2023)
Form 990 (2023)
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
26,966
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
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: HU , IN , EI , IS , JA , KS , MX , PM , PE , PL , PO , SP , SW , TU , UK , BC , BR , CA , CJ , CI , CH , CO , EZ , DA , ET , GH , GR
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
 
No
d
If "Yes," indicate the number of Forms 8282 filed during the year ....
7d
 
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 the 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
Yes
 
17
Section 501(c)(21) organizations. Did the trust, or any disqualified or other person engage in any activities that would result in the imposition of an excise tax under section 4951, 4952, or 4953? ..
If "Yes," complete Form 6069.
17
 
 
Form 990 (2023)
Form 990 (2023)
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
39
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
36
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
 
No
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
 
No
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
 
 
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 on 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 on 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 on 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
Yes
 
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
Yes
 
Section C. Disclosure
17
List the states with which a copy of this Form 990 is required to be filed
GA , MD , MA , MI , MN , NH , NJ , NY , OR , PA , SC , VA
18
Section 6104 requires an organization to make its Form 1023 (1024 or 1024-A, if applicable), 990, and 990-T (section 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:
Pimolrat Thukral1599 CLIFTON RD THIRD FLOOR   ATLANTA,GA30322 (404) 727-1408
Form 990 (2023)
Form 990 (2023)
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 the 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, box 6 of Form 1099-MISC, and/or box 1 of Form 1099-NEC) 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 the 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/1099-NEC)
(E)
Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)
(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) GREGORY FENVES......................................................................
President
80.0
.................
0.0
X   X       1,858,603 0 567,338
(2) ADAM H ROGERS......................................................................
Trustee
2.0
.................
0.0
X           0 0 0
(3) ALLEGRA LAWRENCE-HARDY......................................................................
Trustee
1.0
.................
0.0
X           0 0 0
(4) ALLISON DUKES......................................................................
Trustee
1.0
.................
0.0
X           0 0 0
(5) Andrew W EVANS......................................................................
Trustee
2.0
.................
0.0
X           0 0 0
(6) CRYSTAL EDMONSON......................................................................
Trustee
3.0
.................
0.0
X           0 0 0
(7) CYNTHIA M SANBORN......................................................................
Trustee
3.0
.................
1.0
X           0 0 0
(8) Darren W Cohen......................................................................
Trustee
1.0
.................
0.0
X           0 0 0
(9) DAVID GRAVES......................................................................
Trustee
1.0
.................
0.0
X           6,667 0 0
(10) DEBORAH A MARLOWE......................................................................
Trustee
2.0
.................
0.0
X           0 0 0
(11) E JENNER WOOD III......................................................................
Trustee
1.0
.................
0.0
X           0 0 0
(12) FACUNDO L BACARDI......................................................................
Trustee
1.0
.................
0.0
X           0 0 0
(13) GREGORY J VAUGHN......................................................................
Trustee
1.0
.................
1.0
X           0 0 0
(14) GREGORY V PALMER......................................................................
Trustee
1.0
.................
0.0
X           0 0 0
(15) JAMES WALKER BURNS......................................................................
Trustee
3.0
.................
0.0
X           0 0 0
(16) JAVIER C GOIZUETA......................................................................
Trustee
2.0
.................
0.0
X           0 0 0
(17) JOHN G RICE......................................................................
Trustee
4.0
.................
2.0
X           0 0 0
Form 990 (2023)
Form 990 (2023)
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/1099-NEC)
(E)
Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)
(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) JOHN L LATHAM........................................................................
Trustee
1.0
.......................0.0
X           0 0 0
(19) JONATHAN K LAYNE........................................................................
Trustee
1.0
.......................0.0
X           0 0 0
(20) KATHELEN AMOS........................................................................
Trustee
2.0
.......................0.0
X           0 0 0
(21) L JONATHAN HOLSTON........................................................................
Trustee
1.0
.......................0.0
X           0 0 0
(22) LEAH WARD SEARS........................................................................
Trustee
3.0
.......................0.0
X           0 0 0
(23) LEE P MILLER........................................................................
Trustee
2.0
.......................0.0
X           0 0 0
(24) MARK A WEINBERGER........................................................................
Trustee
1.0
.......................0.0
X           0 0 0
(25) MITCHELL A TANZMAN........................................................................
Trustee
3.0
.......................0.0
X           0 0 0
(26) MUHTAR KENT........................................................................
Trustee
1.0
.......................0.0
X           0 0 0
(27) RICK M RIEDER........................................................................
Trustee
1.0
.......................0.0
X           0 0 0
(28) ROBERT C GODDARD III........................................................................
Trustee
4.0
.......................0.0
X           0 0 0
(29) Robin Dease........................................................................
Trustee
1.0
.......................0.0
X           0 0 0
(30) ROSA TARBUTTON SUMTER........................................................................
Trustee
2.0
.......................0.0
X           0 0 0
(31) SARAH B BROWN........................................................................
Trustee
3.0
.......................0.0
X           0 0 0
(32) SHANTELLA CARR COOPER........................................................................
Trustee
2.0
.......................0.0
X           0 0 0
(33) STUART A ROSE........................................................................
Trustee
2.0
.......................0.0
X           0 0 0
(34) SUE HAUPERT-JOHNSON........................................................................
Trustee
1.0
.......................0.0
X           0 0 0
(35) Tania Neild........................................................................
Trustee
1.0
.......................0.0
X           0 0 0
(36) Tash Elwyn........................................................................
Trustee
1.0
.......................0.0
X           0 0 0
(37) TERESA M RIVERO........................................................................
Trustee
3.0
.......................0.0
X           0 0 0
(38) THOMAS I BARKIN........................................................................
Trustee
3.0
.......................2.0
X           0 0 0
(39) TIMOTHY C ROLLINS........................................................................
Trustee
3.0
.......................0.0
X           0 0 0
(40) WILLIAM A BROSIUS........................................................................
Trustee
2.0
.......................1.0
X           0 0 0
(41) WILLIAM C WARREN IV........................................................................
Trustee
1.0
.......................0.0
X           0 0 0
(42) WILLIAM H ROGERS JR........................................................................
Trustee
2.0
.......................0.0
X           0 0 0
(43) WILLIAM T McALILLY........................................................................
Trustee
1.0
.......................0.0
X           0 0 0
(44) ALLISON DYKES JOHNSON........................................................................
VP - University Secretary
60.0
.......................1.0
    X       947,845 0 70,733
(45) AMY ADELMAN........................................................................
Interim SVP General Counsel
65.0
.......................0.0
    X       658,542 0 51,014
(46) BELVA WHITE........................................................................
VP of Finance and Treasury
60.0
.......................0.0
    X       496,342 0 63,226
(47) Brad Slutsky........................................................................
SVP General Counsel
60.0
.......................0.0
    X       0 0 0
(48) CHRISTOPHER AUGOSTINI........................................................................
See Schedule J, Part III
65.0
.......................4.0
    X       2,848,733 0 359,028
(49) DELBRIDGE KING........................................................................
VP - Human Resources
60.0
.......................0.0
    X       410,330 0 55,705
(50) John Ellis........................................................................
Interim Chief Information Officer; Sr Vice Provost for Information Technology
60.0
.......................0.0
    X       456,680 0 66,688
(51) Joon S Lee MD........................................................................
CEO, Emory Healthcare
35.0
.......................34.0
    X       0 2,494,860 320,856
(52) Pimolrat Thukral........................................................................
VP of Finance & Treasury; Deputy CFO
60.0
.......................0.0
    X       0 0 0
(53) RAVI BELLAMKONDA........................................................................
Provost/Exec VP, Acad Affairs
65.0
.......................1.0
    X       1,061,864 0 201,476
(54) Ravi Thadhani MD MPH........................................................................
See Schedule J, Part III
65.0
.......................5.0
    X       5,080,604 640,000 66,575
(55) SRINIVAS PULAVARTI........................................................................
VP-Chief Investment Officer
60.0
.......................0.0
    X       3,246,557 0 51,305
(56) THERESA MILAZZO........................................................................
VP - Human Resources
60.0
.......................0.0
    X       423,830 0 43,828
(57) Adam C Webb MD........................................................................
COO EUHM
60.0
.......................0.0
      X     423,213 143,405 157,442
(58) Alistair Erskine MD MBAFAMIA........................................................................
Chief Information and Digital Officer (EHC)
30.0
.......................35.0
      X     2,167,983 215,000 239,069
(59) BRADLEY HAWS........................................................................
CFO Emory Healthcare
30.0
.......................35.0
      X     0 1,644,527 47,504
(60) BRYCE GARTLAND MD........................................................................
Hospital Group President EHC
35.0
.......................33.0
      X     0 2,536,449 264,688
(61) CARLA CHANDLER........................................................................
Hospital Group VP & CFO (EHC)
30.0
.......................31.0
      X     0 657,418 20,809
(62) CARLA FREEMAN........................................................................
Interim Dean - Emory College
45.0
.......................0.0
      X     496,831 0 51,902
(63) CARLOS DEL RIO MD........................................................................
Interim Dean, School of Medicine
60.0
.......................4.0
      X     985,252 24,497 42,674
(64) DANE PETERSON........................................................................
Interim CEO - EHC
30.0
.......................30.0
      X     0 3,180,816 494,418
(65) DANIEL OWENS........................................................................
CEO - Emory University Hospital Midtown
60.0
.......................0.0
      X     1,459,918 230,450 401,190
(66) DEBORAH BRUNER........................................................................
SVP RESEARCH
60.0
.......................0.0
      X     525,547 0 55,899
(67) ENKU GELAYE........................................................................
SVP -Dean of Campus Life
60.0
.......................0.0
      X     504,506 0 65,484
(68) HEATHER HAMBY........................................................................
CBO, SOM/Asc VP, Clin Intgrtn
60.0
.......................0.0
      X     295,060 473,722 54,860
(69) JOSHUA R NEWTON........................................................................
SVP - Adv. & Alum. Engagement
65.0
.......................0.0
      X     825,481 0 173,494
(70) LILICIA BAILEY........................................................................
Chief HR Officer (EHC)
30.0
.......................35.0
      X     0 476,643 132,809
(71) MATT WAIN........................................................................
President EHC Univ Hosp Div
30.0
.......................35.0
      X     720,223 285,518 205,601
(72) PATRICK HAMMOND........................................................................
Chief Market Services Officer, EHC
30.0
.......................35.0
      X     0 868,931 155,860
(73) Rochester Anderson Jr........................................................................
Chief HR Officer (EHC)
30.0
.......................36.0
      X     0 692,345 122,778
(74) SHARON PAPPAS........................................................................
Chief Nursing Officer - EHC
30.0
.......................31.0
      X     0 728,357 122,468
(75) VIKAS SUKHATME MD........................................................................
Dean, School of Medicine
45.0
.......................0.0
      X     727,090 226,672 63,263
(76) WILLIAM BORNSTEIN MD........................................................................
CMO & CQPSO (EHC)
30.0
.......................35.0
      X     0 1,345,142 168,704
(77) FAIZ U AHMAD MD........................................................................
Physician
0.0
.......................60.0
        X   408,986 2,159,669 76,751
(78) JOHN M RHEE MD........................................................................
Physician
0.0
.......................60.0
        X   52 1,910,439 61,810
(79) JOHN W XEROGEANES MD........................................................................
Physician
0.0
.......................60.0
        X   52 2,752,485 63,049
(80) PAUL J CHAI MD........................................................................
Physician
0.0
.......................60.0
        X   0 2,187,051 49,949
(81) SHERVIN OSKOUEI MD........................................................................
Physician
0.0
.......................60.0
        X   28 2,310,594 62,840
(82) CLAIRE STERK........................................................................
Former Officer
40.0
.......................0.0
          X 365,630 0 42,395
(83) DAVID STEPHENS MD........................................................................
Former Interim EVPHA
40.0
.......................25.0
          X 643,588 504,785 40,402
(84) GREG ANDERSON........................................................................
Former Key Employee
60.0
.......................0.0
          X 337,014 44,661 68,380
(85) JAN LOVE........................................................................
Former Officer
60.0
.......................0.0
          X 468,065 0 43,745
(86) JONATHAN S LEWIN MD........................................................................
Former Officer
40.0
.......................0.0
          X 837,713 875,074 310,198
(87) LIZ DAUNT-SAMFORD........................................................................
Former Key Employee
60.0
.......................0.0
          X 339,798 45,900 47,182
(88) PAUL P MARTHERS........................................................................
Former Officer
45.0
.......................0.0
          X 399,639 0 64,329
(89) SARA SHOCKLEY........................................................................
Former Key Employee
20.0
.......................20.0
          X 0 364,574 39,288
(90) SHEILA SANDERS........................................................................
Former Key Employee
30.0
.......................30.0
          X 0 343,137 17,403
(91) STEPHEN D SENCER........................................................................
Former Officer
0.0
.......................16.0
          X 0 375,000 0
1b Sub-Total..............
c Total from continuation sheets to Part VII, Section A..
d Total (add lines 1b and 1c)......... 30,428,266 30,738,121 5,946,409
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 5,122
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
AMN HEALTHCARE INC

2736 COLLECTION CTR DR
CHICAGO,IL30693
HEALTHCARE 143,940,890
ACC SC DEVELOPMENT LLC

12700 HILL COUNTRY BLVD
AUSTIN,TX78738
CONSTRUCTION 55,420,406
MCCARTHY BUILDING COMPANIES INC

3117 BIG BEND BLVD
ST LOUIS,MO63143
CONSTRUCTION 32,849,414
BATSON COOK COMPANY

2859 PACES FERRY RD
ATLANTA,GA30339
CONSTRUCTION 29,470,827
BON APPETIT MANAGEMENT CO

PO BOX 50196
LOS ANGELES,CA900740196
FOOD SERVICE 19,942,628
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization 433
Form 990 (2023)
Form 990 (2023)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII.............
(A)
Total revenue
(B)
Related or
exempt
function
revenue
(C)
Unrelated
business
revenue
(D)
Revenue
excluded from
tax under sections
512 - 514
Contributions, Gifts, Grants, and OtherAmt Similar Amounts 1a Federated campaigns..1a 0
b Membership dues..1b 0
c Fundraising events..1c 2,405,293
d Related organizations1d 0
e Government grants (contributions)1e 1,025,665,406
f All other contributions, gifts, grants, and similar amounts not included above1f 171,542,759
g Noncash contributions included in lines 1a - 1f:$ 1g 41,215,986
h Total. Add lines 1a-1f....... 1,199,613,458
 Program Service RevenueAmt Business Code
2a Tuition and fees 611600 897,953,805 897,953,805 0 0
b Medical Services 624100 4,208,382,398 4,206,631,225 1,751,173 0
c Auxiliary operating activities 611600 83,169,020 82,743,697 425,323 0
d Independent operations 721110 23,695,496 15,136,254 8,559,242 0
e Education/Clinical Research 611600 92,280,623 92,215,963 64,660 0
f All other program service revenue. 0 0 0 0
g Total. Add lines 2a–2f ..... 5,305,481,342
 OtherAmtRevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ...... 128,707,558 0 27,658,509 101,049,049
4 Income from investment of tax-exempt bond proceeds 0 0 0 0
5 Royalties........... 12,403,125 0 0 12,403,125
(i) Real (ii) Personal
6a Gross rents 6a 7,427,739 0
b Less: rental expenses 6b 0 0
c Rental income or (loss) 6c 7,427,739 0
d Net rental income or (loss)....... 7,427,739 0   7,427,739
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 7a 637,219,521 -1,990,684
b Less: cost or other basis and sales expenses 7b 0 0
c Gain or (loss) 7c 637,219,521 -1,990,684
d Net gain or (loss)......... 635,228,837 0 0 635,228,837
8a Gross income from fundraising events (not including $ 2,405,293of contributions reported on line 1c). See Part IV, line 18 ....
8a 202,360
b Less: direct expenses ... 8b 615,260
c Net income or (loss) from fundraising events.. -412,900 0 -412,900
9a Gross income from gaming activities.
See Part IV, line 19 ...
9a 0
b Less: direct expenses ... 9b 0
c Net income or (loss) from gaming activities.. 0 0 0 0
10a Gross sales of inventory, less
returns and allowances ..
10a 0
b Less: cost of goods sold .. 10b 0
c Net income or (loss) from sales of inventory.. 0 0 0 0
 OtherRevenueMiscAmt
Business Code
11a Financial Administration 611710 6,039,985 0 0 6,039,985
b Concessions/Services 611710 16,345,889 0 0 16,345,889
c Network and communications 611710 133,582 0 0 133,582
d All other revenue .... 0 0 0 0
e Total. Add lines 11a–11d ...... 22,519,456
12 Total revenue. See instructions..... 7,310,968,615 5,294,680,944 38,458,907 778,215,306
Form 990 (2023)
Form 990 (2023)
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 .... 240,338,701 240,338,701
2 Grants and other assistance to domestic individuals. See Part IV, line 22 ........... 365,913,496 365,913,496
3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. ............. 30,292,564 30,292,564
4 Benefits paid to or for members ....... 0 0
5 Compensation of current officers, directors, trustees, and key employees ........... 43,491,825 26,186,954 16,335,651 969,220
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ......... 4,977,841 3,770,964 1,206,877 0
7 Other salaries and wages........ 2,365,403,438 2,190,805,337 151,428,590 23,169,511
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 178,810,204 164,505,388 12,516,714 1,788,102
9 Other employee benefits ....... 364,038,283 334,915,220 25,482,680 3,640,383
10 Payroll taxes ........... 184,394,814 169,643,229 12,907,637 1,843,948
11 Fees for services (non-employees):        
a Management ...... 35,487,866 0 35,487,866 0
b Legal ......... 8,760,012 7,358,410 1,314,002 87,600
c Accounting ........... 1,204,002 0 1,204,002 0
d Lobbying ........... 925,566 0 925,566 0
e Professional fundraising services. See Part IV, line 17 1,271,799 1,271,799
f Investment management fees ...... 40,707,634 0 40,707,634 0
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) 82,127,802 45,991,569 35,314,955 821,278
12 Advertising and promotion .... 5,035,373 4,783,604 251,769 0
13 Office expenses ....... 24,504,304 24,014,218 245,043 245,043
14 Information technology ...... 26,702,537 21,629,055 4,806,457 267,025
15 Royalties .. 0 0 0 0
16 Occupancy ........... 151,668,526 133,468,303 16,683,538 1,516,685
17 Travel ............ 18,046,368 15,158,949 1,804,637 1,082,782
18 Payments of travel or entertainment expenses for any federal, state, or local public officials . 0 0 0 0
19 Conferences, conventions, and meetings .... 14,626,510 14,626,510 0 0
20 Interest ........... 55,734,371 52,947,652 2,786,719 0
21 Payments to affiliates ....... 0 0 0 0
22 Depreciation, depletion, and amortization .. 294,837,566 283,044,063 11,793,503 0
23 Insurance ... 34,449,788 34,449,788 0 0
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 Educational Expense 24,392,508 24,392,508 0 0
b Medical Expense 1,413,212,413 1,413,212,413 0 0
c Provision for Bad Debts 225,082,787 225,082,787 0 0
d Administrative Expense 38,754,830 0 38,754,830 0
e All other expenses 366,494,426 366,383,009 111,417 0
25 Total functional expenses. Add lines 1 through 24e 6,641,688,154 6,192,914,691 412,070,087 36,703,376
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 if following SOP 98-2 (ASC 958-720).        
Form 990 (2023)
Form 990 (2023)
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 ........ 0 1 0
2 Savings and temporary cash investments ......... 2,966,054,338 2 3,149,748,001
3 Pledges and grants receivable, net ...... 178,700,943 3 150,497,782
4 Accounts receivable, net ............. 1,308,070,416 4 1,616,818,502
5 Loans and other receivables from 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 .......
0 5 0
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) ...
0 6 0
7 Notes and loans receivable, net ........... 0 7 0
8 Inventories for sale or use ............ 46,435,363 8 39,104,368
9 Prepaid expenses and deferred charges ...... 183,117,166 9 217,018,485
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 7,932,473,332
b Less: accumulated depreciation 10b 4,113,544,291 3,788,544,811 10c 3,818,929,041
11 Investments—publicly traded securities . 1,549,682,824 11 2,331,878,122
12 Investments—other securities. See Part IV, line 11 ..... 10,744,224,846 12 10,801,242,364
13 Investments—program-related. See Part IV, line 11 .. 15,142,825 13 14,523,539
14 Intangible assets ............... 0 14  
15 Other assets. See Part IV, line 11 ........... 78,661,423 15 72,497,969
16 Total assets. Add lines 1 through 15 (must equal line 33)... 20,858,634,955 16 22,212,258,173
Liabilities 17 Accounts payable and accrued expenses ..... 748,274,199 17 804,067,845
18 Grants payable ... 0 18 0
19 Deferred revenue ......... 359,412,685 19 284,875,356
20 Tax-exempt bond liabilities ......... 2,180,045,108 20 2,141,652,130
21 Escrow or custodial account liability. Complete Part IV of Schedule D 0 21 0
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 .........
0 22 0
23 Secured mortgages and notes payable to unrelated third parties .. 0 23 0
24 Unsecured notes and loans payable to unrelated third parties .. 1,163,236,130 24 1,162,626,813
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 1,706,223,673 25 1,805,266,334
26 Total liabilities. Add lines 17 through 25.. 6,157,191,795 26 6,198,488,478
Net Assets or Fund Balance Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27 Net assets without donor restrictions .......... 7,635,152,528 27 8,329,603,034
28 Net assets with donor restrictions ........... 7,066,290,632 28 7,684,166,661
Organizations that do not follow FASB ASC 958, check here right arrow and complete lines 29 through 33.
29 Capital stock or trust principal, or current funds ..... 0 29 0
30 Paid-in or capital surplus, or land, building or equipment fund ... 0 30 0
31 Retained earnings, endowment, accumulated income, or other funds 0 31 0
32 Total net assets or fund balances ........... 14,701,443,160 32 16,013,769,695
33 Total liabilities and net assets/fund balances ........ 20,858,634,955 33 22,212,258,173
Form 990 (2023)
Form 990 (2023)
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
7,310,968,615
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
6,641,688,154
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
669,280,461
4
Net assets or fund balances at beginning of year (must equal Part X, line 32, column (A)) ..
4
14,701,443,160
5
Net unrealized gains (losses) on investments ...............
5
241,673,975
6
Donated services and use of facilities .................
6
0
7
Investment expenses .....................
7
0
8
Prior period adjustments .....................
8
0
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
401,372,099
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 32, column (B))
10
16,013,769,695
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 on
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 Uniform Guidance, 2 C.F.R. Part 200, Subpart F?
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 (2023)
Form 990 (2023)
Additional Data


Software ID: 23017437
Software Version: 2023v6.0
Form 990, Special Condition Description:
Special Condition Description
SCHEDULE A
(Form 990)

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
2023
Open to Public
Inspection
Name of the organization
Emory University
 
Employer identification number

58-0566256
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
A church, convention of churches, or association of churches described in section 170(b)(1)(A)(i).
2
A school described in section 170(b)(1)(A)(ii). (Attach Schedule E (Form 990).)
3
A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii).
4
A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(iii). Enter the hospital's name, city, and state:

5
An organization operated for the benefit of a college or university owned or operated by a governmental unit described in section 170(b)(1)(A)(iv). (Complete Part II.)
6
A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v).
7
An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi). (Complete Part II.)
8
A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.)
9
An agricultural research organization described in 170(b)(1)(A)(ix) operated in conjunction with a land-grant college or university or a non-land grant college of agriculture. See instructions. Enter the name, city, and state of the college or university:
10
An organization that normally receives: (1) more than 33 1/3% of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 33 1/3% of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
11
12
An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box on lines 12a through 12d that describes the type of supporting organization and complete lines 12e, 12f, and 12g.
a
Type I. A supporting organization operated, supervised, or controlled by its supported organization(s), typically by giving the supported organization(s) the power to regularly appoint or elect a majority of the directors or trustees of the supporting organization. You must complete Part IV, Sections A and B.
b
Type II. A supporting organization supervised or controlled in connection with its supported organization(s), by having control or management of the supporting organization vested in the same persons that control or manage the supported organization(s). You must complete Part IV, Sections A and C.
c
Type III functionally integrated. A supporting organization operated in connection with, and functionally integrated with, its supported organization(s) (see instructions). You must complete Part IV, Sections A, D, and E.
d
Type III non-functionally integrated. A supporting organization operated in connection with its supported organization(s) that is not functionally integrated. The organization generally must satisfy a distribution requirement and an attentiveness requirement (see instructions). You must complete Part IV, Sections A and D, and Part V.
e
Check this box if the organization received a written determination from the IRS that it is a Type I, Type II, Type III functionally integrated, or Type III non-functionally integrated supporting organization.
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) 2023

Schedule A (Form 990) 2023
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) 2019 (b) 2020 (c) 2021 (d) 2022 (e) 2023 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. 838,625,720 1,076,895,012 1,059,307,338 1,128,660,675 1,199,613,458 5,303,102,203
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf ....           0
3 The value of services or facilities furnished by a governmental unit to the organization without charge..           0
4 Total. Add lines 1 through 3 838,625,720 1,076,895,012 1,059,307,338 1,128,660,675 1,199,613,458 5,303,102,203
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) .. 68,475,009
6 Public support. Subtract line 5 from line 4. 5,234,627,194
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2019 (b) 2020 (c) 2021 (d) 2022 (e) 2023 (f) Total
7 Amounts from line 4.. 838,625,720 1,076,895,012 1,059,307,338 1,128,660,675 1,199,613,458 5,303,102,203
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... 12,036,136 -216,142,578 327,274,802 274,592,516 148,538,422 546,299,298
9 Net income from unrelated business activities, whether or not the business is regularly carried on.. 0 0 0 0 0 0
10 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. 12,203,703 15,894,282 20,255,658 20,240,770 22,106,556 90,700,969
11 Total support. Add lines 7 through 10 5,940,102,470
12
12
21,590,387,134
13
First 5 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
88.12 %
15
15
88.55 %
16a
33 1/3% support test—2023. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization .......................right arrow
b
33 1/3% support test—2022. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization ..................... right arrow
17a
10%-facts-and-circumstances test—2023. If the organization did not check a box on line 13, 16a, or 16b, and line 14 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow
b
10%-facts-and-circumstances test—2022. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line 15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow
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) 2023

Schedule A (Form 990) 2023
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) 2019 (b) 2020 (c) 2021 (d) 2022 (e) 2023 (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) 2019 (b) 2020 (c) 2021 (d) 2022 (e) 2023 (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 on 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
First 5 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
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
33 1/3% support tests-2023. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ....... right arrow
b
33 1/3 % support tests—2022. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ..... right arrow
20
Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions .... right arrow
Schedule A (Form 990) 2023

Schedule A (Form 990) 2023
Page 4
Part IV
Supporting Organizations
(Complete only if you checked a box on line 12 of Part I. If you checked box 12a, of Part I, complete Sections A and B. If you checked box 12b, of Part I, complete Sections A and C. If you checked box 12c, of Part I, complete Sections A, D, and E. If you checked box12d, 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 lines 3b and 3c 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 box 12a or 12b in Part I, answer lines 4b and 4c 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 lines 5b and 5c 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) .
7
 
 
8
Did the organization make a loan to a disqualified person (as defined in section 4958) not described on line 7? If “Yes,” complete Part I of Schedule L (Form 990).
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 on 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 on 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) 2023

Schedule A (Form 990) 2023
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 on lines 11b and 11c below, the governing body of a supported organization?
11a
 
 
b
A family member of a person described on 11a above?
11b
 
 
c
A 35% controlled entity of a person described on line 11a or 11b above? If “Yes” to 11a, 11b, or 11c, provide detail in Part VI.
11c
 
 
Section B. Type I Supporting Organizations
Yes
No
1
Did the officers, 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 line 2 above, 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 lines 2a and 2b 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 on line 2a, above 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 lines 3a and 3b 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?If "Yes" or "No", 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) 2023

Schedule A (Form 990) 2023
Page 6
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations
1
Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970 (explain in Part VI). See instructions. All other Type III non-functionally integrated supporting organizations must complete Sections A through E.
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 0.015 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 0.035 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
Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions)
Schedule A (Form 990) 2023

Schedule A (Form 990) 2023
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 1  
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in
excess of income from activity
2  
3 Administrative expenses paid to accomplish exempt purposes of supported organizations 3  
4 Amounts paid to acquire exempt-use assets 4  
5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI) 5  
6 Other distributions (describe in Part VI). See instructions 6  
7Total annual distributions. Add lines 1 through 6. 7  
8 Distributions to attentive supported organizations to which the organization is responsive (provide
details in Part VI
). See instructions
8  
9 Distributable amount for 2023 from Section C, line 6 9  
10 Line 8 amount divided by Line 9 amount 10  
Section E - Distribution Allocations (see instructions) (i)
Excess Distributions
(ii)
Underdistributions
Pre-2023
(iii)
Distributable
Amount for 2023
1 Distributable amount for 2023 from Section C, line 6  
2 Underdistributions, if any, for years prior to 2023 (reasonable cause required-- explain in Part VI).
See instructions.
 
3 Excess distributions carryover, if any, to 2023:
a From 2018.......  
b From 2019.......  
c From 2020.......  
d From 2021.......  
e From 2022.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2023 distributable amount  
i Carryover from 2018 not applied (see
instructions)
 
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f.  
4Distributions for 2023 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2023 distributable amount  
c Remainder. Subtract lines 4a and 4b from line 4.  
5 Remaining underdistributions for years prior to
2023, 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 2023. 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 2024. Add lines
3j and 4c.
 
8 Breakdown of line 7:
a Excess from 2019.....  
b Excess from 2020.....  
c Excess from 2021.....  
d Excess from 2022.....  
e Excess from 2023.....  
Schedule A (Form 990) (2023)

Schedule A (Form 990) 2023
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, Part II, Line 10 Other Income DESCRIPTION - FUNDRAISING EVENTS, COLUMN A - 558520.0, COLUMN B - 147326.0, COLUMN C - -84911.0, COLUMN D - -642354.0, COLUMN E - -412900.0, COLUMN F - -434319.0; DESCRIPTION - FINANCIAL ADMINISTRATION, COLUMN A - 1288861.0, COLUMN B - 6565428.0, COLUMN C - 8701572.0, COLUMN D - 6720745.0, COLUMN E - 6039985.0, COLUMN F - 29316591.0; DESCRIPTION - CONCESSIONS / SERVICES, COLUMN A - 10177987.0, COLUMN B - 9029203.0, COLUMN C - 11485672.0, COLUMN D - 14004892.0, COLUMN E - 16345889.0, COLUMN F - 61043643.0; DESCRIPTION - NETWORK/COMMUNICATIONS, COLUMN A - 178335.0, COLUMN B - 152325.0, COLUMN C - 153325.0, COLUMN D - 157487.0, COLUMN E - 133582.0, COLUMN F - 775054.0;
Schedule A (Form 990) 2023


Additional Data


Software ID: 23017437
Software Version: 2023v6.0
Schedule B
(Form 990)
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
2023
Name of the organization
Emory University
 
Employer identification number

58-0566256
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) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
Emory University
 
Employer identification number
58-0566256
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) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
Emory University
 
Employer identification number

58-0566256
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) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
Emory University
 
Employer identification number

58-0566256
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) (2023)
Additional Data


Software ID: 23017437
Software Version: 2023v6.0
SCHEDULE C
(Form 990)

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

right arrow Complete if the organization is described below. right arrow Attach to Form 990 or Form 990-EZ.
right arrowGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2022
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
Emory University
 
Employer identification number

58-0566256
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 ....................................................................right arrow
$  
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 ................................right arrow
$  
2
Enter the amount of any excise tax incurred by organization managers under section 4955 .......................right arrow
$  
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 ..... right arrow
$  
2
Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt function activities ............................................................................................................................right arrow

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

$  
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.
Cat. No. 50084S
Schedule C (Form 990) 2022

Schedule C (Form 990) 2022
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 right arrowexpenses, and share of excess lobbying expenditures).
B Check right arrow
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) ........................    
c Total lobbying expenditures (add lines 1a and 1b) ............................................................    
d Other exempt purpose expenditures ...............................................................................    
e Total exempt purpose expenditures (add lines 1c and 1d) ..................................................    
f Lobbying nontaxable amount. Enter the amount from the following table in both
columns.
   
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) .................................................    
h Subtract line 1g from line 1a. If zero or less, enter -0-. ................................................    
i Subtract line 1f from line 1c. If zero or less, enter -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) 2019 (b) 2020 (c) 2021 (d) 2022 (e) Total
2a Lobbying nontaxable amount          
b Lobbying ceiling amount
(150% of line 2a, column(e))
 
c Total lobbying expenditures          
d Grassroots nontaxable amount          
e Grassroots ceiling amount
(150% of line 2d, column (e))
 
f Grassroots lobbying expenditures          
Schedule C (Form 990) 2022


Schedule C (Form 990) 2022
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? ...........................................................................................................
 
No
b
Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ........
Yes
 
c
Media advertisements? ...................................................................................................
 
No
 
d
Mailings to members, legislators, or the public? .............................................................................
Yes
 
0
e
Publications, or published or broadcast statements? ...........................................................
 
No
 
f
Grants to other organizations for lobbying purposes? ..........................................................
 
No
 
g
Direct contact with legislators, their staffs, government officials, or a legislative body? .......................
Yes
 
349,714
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ..................
 
No
 
i
Other activities? ...................................................................................................................
Yes
 
575,852
j
Total. Add lines 1c through 1i ....................................................................................................
925,566
2a
Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....
 
No
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, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY EMORY UNIVERSITY DID NOT PARTICIPATE OR INTERVENE IN ANY POLITICAL CAMPAIGNS. A DE MINIMIS PORTION OF EMORY UNIVERSITY'S TOTAL ACTIVITIES INVOLVE LEGISLATIVE AND REGULATORY MATTERS OF DIRECT CONCERN TO HIGHER EDUCATION AND HEALTH CARE OR OF COMPELLING IMPORTANCE TO EMORY UNIVERSITY IN PARTICULAR. UNDER THE HONEST LEADERSHIP AND OPEN GOVERNMENT ACT OF 2007, AN AMENDMENT TO THE LOBBYING DISCLOSURE ACT OF 1995, EMORY UNIVERSITY REPORTS DETAILED LOBBYING ACTIVITIES AT THE NATIONAL LEVEL ON A QUARTERLY AND SEMI-ANNUAL BASIS TO THE SECRETARY OF THE SENATE AND THE CLERK OF THE HOUSE OF REPRESENTATIVES. EMORY UNIVERSITY ALSO REPORTS DETAILED LOBBYING ACTIVITIES AT THE STATE LEVEL TO THE GEORGIA GOVERNMENT TRANSPARENCY AND CAMPAIGN FINANCE COMMISSION. EFFORTS TO INFLUENCE LEGISLATION AND REGULATION ARE DIRECTED BY THE EMORY UNIVERSITY OFFICE OF GOVERNMENT AND COMMUNITY AFFAIRS. THE OFFICE CONSISTS OF SEVEN EMPLOYEES WHO ACT AS EMORY UNIVERSITY'S LIAISONS AND MONITOR PROPOSED AND ENACTED LEGISLATION AND OTHER GOVERNMENTAL DEVELOPMENTS. ACTIVITIES OF THE STAFF INCLUDE CONTACT BY LETTERS, PHONE CALLS, EMAILS, AND MEETINGS WITH LEGISLATORS AND MEMBERS OF THEIR STAFFS OR OTHER GOVERNMENT OFFICIALS. MEETINGS WITH LOCAL CITIZENS ARE ALSO CONDUCTED REGARDING ISSUES WITH LOCAL GOVERNMENT. EMORY UNIVERSITY LOBBIES BOTH THE FEDERAL AND STATE GOVERNMENT ON ISSUES OF MAJOR CONCERN: HIGHER EDUCATION, ECONOMIC DEVELOPMENT, HUMAN RESOURCES, CULTURAL RESOURCES, COMMUNITY RELATIONS, YOUTH ISSUES, ENVIRONMENTAL CONCERNS, UNIVERSITY REGULATION, RESEARCH ISSUES, TRANSPORTATION, APPROPRIATIONS/BUDGET, TAX ISSUES, AND HEALTHCARE. ESTIMATED EXPENSES ARE AS FOLLOWS: LINE 1G: CONTRACT LOBBYISTS: $348,537 STATE LOBBYING: $1,177 TOTAL: $349,714 LINE 1I: SALARIES: $322,537 TRAVEL: $24,240 MEMBERSHIP DUES: $182,793 OFFICE OVERHEAD: $46,282 TOTAL: $575,852
Schedule C (Form 990) 2022


Additional Data


Software ID: 23017437
Software Version: 2023v6.0

SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
right arrow 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.
right arrow Attach to Form 990.
right arrow Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2022
Open to Public Inspection
Name of the organization
Emory University
 
Employer identification number

58-0566256
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 July 25, 2006, 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 right arrow  
4
Number of states where property subject to conservation easement is located right arrow  
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
right arrow  
7
Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
right arrow $  
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 .........................right arrow $ 1,725,175
(ii)
Assets included in Form 990, Part X ...............................right arrow $ 128,306,034
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 ..........................right arrow $  
b
Assets included in Form 990, Part X ...............................right arrow $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2022

Schedule D (Form 990) 2022
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
EDUCATIONAL PROGRAMS
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 .... 9,119,496,857 8,905,812,494 9,713,595,126 7,467,506,671 7,072,756,171
b Contributions ... 213,748,971 279,203,170 49,941,797 1,027,991 78,163,794
c Net investment earnings, gains, and losses 1,037,285,855 263,698,480 -549,185,993 2,541,116,543 694,008,238
d Grants or scholarships ... 76,635,655 51,201,086 42,842,655 40,053,193 31,045,191
e Other expenditures for facilities
and programs ...
264,218,145 251,633,437 241,369,686 232,009,733 322,556,500
f Administrative expenses .... 30,352,037 26,382,764 24,326,095 23,993,153 23,819,841
g End of year balance ...... 9,999,325,846 9,119,496,857 8,905,812,494 9,713,595,126 7,467,506,671
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment right arrow26.14 %
b
Permanent endowment right arrow32.96 %
c
Term endowment right arrow40.9 %
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)
Yes
 
b
If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
Yes
 
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 .....   124,016,754 124,016,754
b Buildings ....   4,593,460,832 1,939,996,026 2,653,464,806
c Leasehold improvements        
d Equipment ....   3,214,995,746 2,173,548,265 1,041,447,481
e Other .....        
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..right arrow 3,818,929,041
Schedule D (Form 990) 2022

Schedule D (Form 990) 2022
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.........    
(2) Closely-held equity interests........    
(3) Other
(A) Short-term investments
265,681,927 F

(B) Public Equity
3,016,611,497 F

(C) Real Estate
907,457,786 F

(D) Private Equity/Venture Capital
3,714,062,061 F

(E) Miscellaneous Investments
2,829,358 F

(F) Interest in Perpetual Funds
2,013,211,190 F

(G) Absolute Return
881,388,545 F
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)right arrow 10,801,242,364
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
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)right arrow  
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
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........right arrow  
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  
Interest payable 53,624,374
Annuities payable 13,736,441
Benefit obligations/professional liabilities 343,845,631
Funds held in trust for others 1,183,407,611
Government advances federal loan programs 13,280,640
Liability for derivative instruments 32,604,217
Asset Retirement Obligation 69,146,841
Operating lease liabilities 79,122,476
Finance lease liabilities 16,498,103
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)right arrow 1,805,266,334
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) 2022

Schedule D (Form 990) 2022
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  
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains (losses) on investments .... 2a  
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ........... 2d  
e Add lines 2a through 2d ..................... 2e  
3 Subtract line 2e from line 1.................. 3  
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  
b Other (Describe in Part XIII.) ........... 4b  
c Add lines 4a and 4b.................... 4c  
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5  
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  
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  
3 Subtract line 2e from line 1................... 3  
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  
b Other (Describe in Part XIII.) ........... 4b  
c Add lines 4a and 4b..................... 4c  
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5  
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
Schedule D, Part III, Line 4 Collections of art - description of collections COLLECTIONS OF ART, HISTORICAL TREASURES & SIMILAR ASSETS The Michael C. Carlos Museum celebrates world cultures and the peoples for whom they belong. As a department of Emory University, we advocate object-based teaching and research. As a public museum, we are a place of learning, dialogue, engagement and creativity for all. Our vision is to create a more inclusive and equitable society, transforming the way people view cultural heritage and amplifying the voices of others. THE COLLECTION EMPHASIZES: A) WORKS OF ART ON PAPER; B) THE ART OF THE ANCIENT CULTURES OF THE MEDITERRANEAN BASIN INCLUDING GREECE AND ROME; C) THE ART OF ANCIENT EGYPT, NUBIA AND THE NEAR EAST; D) THE ART OF THE INDIGENOUS AMERICAS; E) THE ART OF SUB-SAHARAN AFRICA AND THE AFRICAN DIASPORA; F) THE ART OF SOUTH ASIA AND THE HIMALAYAS. THE MUSEUM IS FORTUNATE TO HAVE RECEIVED ASSISTANCE FROM 50 VOLUNTEERS DURING THE REPORTING YEAR WHO COLLECTIVELY PROVIDED APPROXIMATELY 3,200 HOURS LEADING TOURS, CONDUCTING WORKSHOPS, ASSISTING WITH THE CONSERVATION TREATMENT OF ARTWORK, FACILITATING SPECIAL EVENTS, AND PROVIDING OTHER ADMINISTRATIVE SUPPORT. THE STUART A. ROSE MANUSCRIPT, ARCHIVES AND RARE BOOK LIBRARY (ROSE LIBRARY) DEVELOPS, PRESERVES AND MAKES ACCESSIBLE FOCUSED AREAS TO SUPPORT THE RESEARCH AND TEACHING MISSION OF THE UNIVERSITY. ROSE LIBRARY'S COLLECTIONS OF RARE BOOKS, DISTINCTIVE COLLECTIONS IN UNPUBLISHED PERSONAL AND ORGANIZATIONAL RECORDS, AND RESEARCH COLLECTIONS EMPHASIZE: A) LITERATURE AND POETRY B) AFRICAN AMERICAN HISTORY AND CULTURE C) RARE BOOKS WITH STREGNTHS IN EARLY PRINTED WORKS FROM THE LOW COUNTRIES AND ENGLISH LANGUAGE POETRY D) POLITICAL, SOCIAL AND CULTURAL MOVEMENTS E) EMORY UNIVERSITY HISTORY, ITS PREDECESSOR SCHOOLS, AND ITS AFFILIATE ORGANIZATIONS. F) EMORY UNIVERSITY ORAL HISTORY PROGRAM DOCUMENTING THE VOICES FROM EMORY'S UNDERREPRESENTED GROUPS
Schedule D, Part V, Line 4 Intended uses of endowment funds THE INTENDED USES OF EMORY UNIVERSITY'S ENDOWMENT FUNDS CONSIST OF A VARIETY OF AREAS INCLUDING FUNDING OF SCHOLARSHIPS AND FELLOWSHIPS, ENDOWED CHAIRS, LECTURESHIPS, PROFESSORSHIPS, OPERATING BUDGET SUPPORT, LIBRARY MATERIALS, CAPITAL PROJECTS, RESEARCH, STUDENT LOANS AND OTHER SPECIAL PROJECTS.
Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote The University is recognized as a tax-exempt organization as defined in Section 501(c)(3) of the U.S. Internal Revenue Code of 1986, as amended (the Code), and is generally exempt from federal income taxes on related income pursuant to Section 501(a) of the Code. The University is, however, subject to federal and state income tax on unrelated business income and provision for such taxes is included in the accompanying consolidated statements of activities. The Tax Cuts and Job Acts (the Act) imposes an excise tax on net investment income and excess compensation for certain organizations and establishes rules for calculating unrelated business income. Emory has reflected the tax assets and liabilities in the accompanying consolidated financial statements based on reasonable estimates. The University also has a net operating loss carryforward related to unrelated business income aggregating $170.9 million, for which a valuation allowance of $117.0 million is recorded as of August 31, 2024. As of August 31, 2023, the University had a net operating loss carryforward of $179.9 million, with a valuation allowance of $151.8 million. The University regularly evaluates its tax positions and as of August 31, 2024 and 2023, does not believe it has any material uncertain tax positions that require disclosure or adjustment to the consolidated financial statements.
Schedule D (Form 990) 2022


Additional Data


Software ID: 23017437
Software Version: 2023v6.0




SCHEDULE E(Form 990)

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 2023Open to Public Inspection
Name of the organization
Emory University
 
Employer identification number

58-0566256
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 on its primary publicly accessible Internet homepage at
all times during its taxable year in a manner reasonably expected to be noticed by visitors to the homepage, or 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, as modified by Rev. Proc. 2019-22, 2019-22 I.R.B. 1260, covering racial nondiscrimination? If "No," explain on Part II. . . . . . . . . . . . . . . . . . . . . . . . . .
7
Yes
 
Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50085D
Schedule E (Form 990) (2023)
Schedule E (Form 990) (2023)
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 RACIALLY NONDISCRIMINATORY POLICY EMORY UNIVERSITY IS DEDICATED TO PROVIDING EQUAL OPPORTUNITIES TO ALL INDIVIDUALS REGARDLESS OF RACE, COLOR, RELIGION, ETHNIC OR NATIONAL ORIGIN, GENDER, AGE, DISABILITY, SEXUAL ORIENTATION, GENDER IDENTITY, GENDER EXPRESSION, VETERAN'S STATUS, OR ANY FACTOR THAT IS A PROHIBITED CONSIDERATION UNDER APPLICABLE LAW. EMORY UNIVERSITY DOES NOT DISCRIMINATE IN ADMISSIONS, EDUCATIONAL PROGRAMS, OR EMPLOYMENT ON THE BASIS OF ANY FACTOR OUTLINED ABOVE OR PROHIBITED UNDER APPLICABLE LAW. STUDENTS, FACULTY, AND STAFF ARE ASSURED OF PARTICIPATION IN UNIVERSITY PROGRAMS AND IN THE USE OF FACILITIES WITHOUT SUCH DISCRIMINATION. EMORY UNIVERSITY COMPLIES WITH ALL APPLICABLE EQUAL EMPLOYMENT OPPORTUNITY LAWS AND REGULATIONS, AND FOLLOWS THE PRINCIPLES OUTLINED ABOVE IN ALL ASPECTS OF EMPLOYMENT INCLUDING RECRUITMENT, HIRING, PROMOTIONS, TRANSFERS, DISCIPLINE, TERMINATIONS, WAGE AND SALARY ADMINISTRATION, BENEFITS, AND TRAINING. NONDISCRIMINATORY POLICY: ALL UNIVERSITY ADVERTISEMENTS, SOLICITATIONS AND CATALOGS INCLUDE A NONDISCRIMINATORY POLICY STATEMENT. THE POLICY REFLECTS THAT THE UNIVERSITY DOES NOT DISCRIMINATE IN ADMISSIONS, EDUCATIONAL PROGRAMS, FINANCIAL AID, OR EMPLOYMENT ON THE BASIS OF RACE, COLOR, RELIGION, ETHNIC OR NATIONAL ORIGIN, GENDER, AGE, DISABILITY, SEXUAL ORIENTATION, GENDER IDENTITY, GENDER EXPRESSION, OR VETERAN'S STATUS; AND PROHIBITS SUCH DISCRIMINATION BY ITS STUDENTS, FACULTY AND STAFF.
Schedule E, Part I, Line 6(a) FINANCIAL AID OR ASSISTANCE FROM A GOVERNMENT THE FINANCIAL AID OR ASSISTANCE RECEIVED FROM A GOVERNMENT AGENCY CONSISTS OF U.S. GOVERNMENT ADVANCES RECEIVED FOR TITLE IV STUDENT FINANCIAL ASSISTANCE PROGRAMS AND TITLE VII HEALTH AND HUMAN SERVICES STUDENT AID ASSISTANCE PROGRAMS. FEDERAL, STATE OF GEORGIA, AND CITY OF ATLANTA FUNDS ARE RECEIVED FOR VARIOUS RESTRICTED GRANTS, SCHOLARSHIPS AND CONTRACTS.
Schedule E (Form 990) (2023)
Additional Data


Software ID: 23017437
Software Version: 2023v6.0
SCHEDULE F(Form 990)
Department of the Treasury
Internal Revenue Service
Statement of Activities Outside the United States
Right arrow Complete if the organization answered "Yes" to Form 990, Part IV, line 14b, 15, or 16.Right arrow Attach to Form 990.Right arrow Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
Name of the organization
Emory University
 
Employer identification number

58-0566256
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 and the Caribbean 0 0 Investments INVESTMENTS 3,675,730,393
Central America and the Caribbean 0 0 PROGRAM SERVICE, PROGRAM SERVICE CONFERENCE 16,253
Central America and the Caribbean 0 1 PROGRAM SERVICE, PROGRAM SERVICE EDUCATION 131,986
Central America and the Caribbean 0 0 PROGRAM SERVICE, PROGRAM SERVICE MEETINGS 46,996
Central America and the Caribbean 0 0 PROGRAM SERVICE, PROGRAM SERVICE PERFORMANCE/EXHIBITION 1,428
Central America and the Caribbean 0 0 PROGRAM SERVICE, PROGRAM SERVICE RECRUITING 581
Central America and the Caribbean 0 4 PROGRAM SERVICE, PROGRAM SERVICE RESEARCH 103,461
Central America and the Caribbean 0 0 PROGRAM SERVICE, PROGRAM SERVICE SUBCONTRACT 683,594
Central America and the Caribbean 0 0 Program Services ALUMNI ACTIVITY 89
East Asia and the Pacific 0 0 Investments INVESTMENTS 6,720,459
East Asia and the Pacific 0 0 PROGRAM SERVICE, PROGRAM SERVICE ALUMNI ACTIVITY 17,501
East Asia and the Pacific 0 0 PROGRAM SERVICE, PROGRAM SERVICE CONFERENCE 416,258
East Asia and the Pacific 0 6 PROGRAM SERVICE, PROGRAM SERVICE EDUCATION 274,689
East Asia and the Pacific 0 0 PROGRAM SERVICE, PROGRAM SERVICE FUNDRAISING 40,645
East Asia and the Pacific 0 0 PROGRAM SERVICE, PROGRAM SERVICE MEETINGS 263,838
East Asia and the Pacific 0 0 PROGRAM SERVICE, PROGRAM SERVICE RECRUITING 74,916
East Asia and the Pacific 0 20 PROGRAM SERVICE, PROGRAM SERVICE RESEARCH 1,326,650
East Asia and the Pacific 0 0 PROGRAM SERVICE, PROGRAM SERVICE SUBCONTRACT 1,441,653
East Asia and the Pacific 0 0 Investments MANAGEMENT 12,100
Europe (Including Iceland and Greenland) 0 0 Investments INVESTMENTS 464,095,045
Europe (Including Iceland and Greenland) 0 0 Investments MANAGEMENT 31,950
Europe (Including Iceland and Greenland) 0 0 PROGRAM SERVICE, PROGRAM SERVICE ALUMNI ACTIVITY 52,138
Europe (Including Iceland and Greenland) 0 0 PROGRAM SERVICE, PROGRAM SERVICE CONFERENCE 978,063
Europe (Including Iceland and Greenland) 0 0 PROGRAM SERVICE, PROGRAM SERVICE DONATIONS 10,000
Europe (Including Iceland and Greenland) 1 46 PROGRAM SERVICE, PROGRAM SERVICE EDUCATION 3,594,706
Europe (Including Iceland and Greenland) 0 0 PROGRAM SERVICE, PROGRAM SERVICE FUNDRAISING 39,473
Europe (Including Iceland and Greenland) 0 0 PROGRAM SERVICE, PROGRAM SERVICE MEETINGS 255,468
Europe (Including Iceland and Greenland) 0 0 PROGRAM SERVICE, PROGRAM SERVICE PERFORMANCE/EXHIBITION 5,352
Europe (Including Iceland and Greenland) 0 1 PROGRAM SERVICE, PROGRAM SERVICE RECRUITING 206,530
Europe (Including Iceland and Greenland) 0 29 PROGRAM SERVICE, PROGRAM SERVICE RESEARCH 2,145,956
Europe (Including Iceland and Greenland) 0 0 PROGRAM SERVICE, PROGRAM SERVICE SUBCONTRACT 1,655,035
Middle East and North Africa 0 0 Investments INVESTMENTS 1,214,500
Middle East and North Africa 0 0 PROGRAM SERVICE, PROGRAM SERVICE ALUMNI ACTIVITY 415
Middle East and North Africa 0 0 PROGRAM SERVICE, PROGRAM SERVICE CONFERENCE 55,592
Middle East and North Africa 0 2 PROGRAM SERVICE, PROGRAM SERVICE EDUCATION 72,276
Middle East and North Africa 0 0 PROGRAM SERVICE, PROGRAM SERVICE FUNDRAISING 8,566
Middle East and North Africa 0 0 PROGRAM SERVICE, PROGRAM SERVICE MEETINGS 3,260
Middle East and North Africa 0 0 PROGRAM SERVICE, PROGRAM SERVICE PERFORMANCE/EXHIBITION 1,760
Middle East and North Africa 0 6 PROGRAM SERVICE, PROGRAM SERVICE RESEARCH 187,713
Middle East and North Africa 0 0 Program Services SUBCONTRACT 91,172
Middle East and North Africa 0 0 Investments MANAGEMENT 1,001
North America (Canada & Mexico only) 0 0 Investments INVESTMENTS 22,560,989
North America (Canada & Mexico only) 0 0 Investments MANAGEMENT 16,000
North America (Canada & Mexico only) 0 0 PROGRAM SERVICE, PROGRAM SERVICE ALUMNI ACTIVITY 1,025
North America (Canada & Mexico only) 0 0 PROGRAM SERVICE, PROGRAM SERVICE CONFERENCE 191,243
North America (Canada & Mexico only) 0 6 PROGRAM SERVICE, PROGRAM SERVICE EDUCATION 630,527
North America (Canada & Mexico only) 0 0 PROGRAM SERVICE, PROGRAM SERVICE FUNDRAISING 837
North America (Canada & Mexico only) 0 0 PROGRAM SERVICE, PROGRAM SERVICE MEETINGS 33,151
North America (Canada & Mexico only) 0 0 PROGRAM SERVICE, PROGRAM SERVICE PERFORMANCE/EXHIBITION 2,225
North America (Canada & Mexico only) 0 0 PROGRAM SERVICE, PROGRAM SERVICE RECRUITING 10,518
North America (Canada & Mexico only) 0 18 PROGRAM SERVICE, PROGRAM SERVICE RESEARCH 468,275
North America (Canada & Mexico only) 0 0 PROGRAM SERVICE, PROGRAM SERVICE SUBCONTRACT 1,854,177
Russia and Neighboring States 0 0 PROGRAM SERVICE, PROGRAM SERVICE CONFERENCE 13,260
Russia and Neighboring States 0 10 PROGRAM SERVICE, PROGRAM SERVICE RESEARCH 347,323
Russia and Neighboring States 0 0 PROGRAM SERVICE, PROGRAM SERVICE SUBCONTRACT 393,654
South America 0 0 PROGRAM SERVICE, PROGRAM SERVICE CONFERENCE 104,905
South America 0 5 PROGRAM SERVICE, PROGRAM SERVICE EDUCATION 104,664
South America 0 0 PROGRAM SERVICE, PROGRAM SERVICE MEETINGS 58,130
South America 0 0 PROGRAM SERVICE, PROGRAM SERVICE RECRUITING 27,979
South America 0 20 PROGRAM SERVICE, PROGRAM SERVICE RESEARCH 274,283
South America 0 0 PROGRAM SERVICE, PROGRAM SERVICE SUBCONTRACT 1,268,890
South Asia 0 0 Investments INVESTMENTS 46,564,789
South Asia 0 0 Investments MANAGEMENT 16,647
South Asia 0 1 Investments MANAGEMENT FEES 17,148
South Asia 0 0 PROGRAM SERVICE, PROGRAM SERVICE ALUMNI ACTIVITY 62,641
South Asia 0 0 PROGRAM SERVICE, PROGRAM SERVICE CONFERENCE 57,943
South Asia 0 10 PROGRAM SERVICE, PROGRAM SERVICE EDUCATION 697,640
South Asia 0 0 PROGRAM SERVICE, PROGRAM SERVICE FUNDRAISING 34,453
South Asia 0 0 PROGRAM SERVICE, PROGRAM SERVICE GRANT 1,000
South Asia 0 0 PROGRAM SERVICE, PROGRAM SERVICE MEETINGS 147,904
South Asia 0 0 PROGRAM SERVICE, PROGRAM SERVICE RECRUITING 40,600
South Asia 1 29 PROGRAM SERVICE, PROGRAM SERVICE RESEARCH 1,185,749
South Asia 0 0 PROGRAM SERVICE, PROGRAM SERVICE SUBCONTRACT 3,673,039
Sub-Saharan Africa 0 0 Investments INVESTMENTS 361,186,035
Sub-Saharan Africa 0 0 PROGRAM SERVICE, PROGRAM SERVICE CONFERENCE 140,434
Sub-Saharan Africa 0 3 PROGRAM SERVICE, PROGRAM SERVICE EDUCATION 237,843
Sub-Saharan Africa 0 0 PROGRAM SERVICE, PROGRAM SERVICE GRANT 12,000
Sub-Saharan Africa 0 0 PROGRAM SERVICE, PROGRAM SERVICE MEETINGS 381,795
Sub-Saharan Africa 0 0 PROGRAM SERVICE, PROGRAM SERVICE RECRUITING 68,857
Sub-Saharan Africa 7 125 PROGRAM SERVICE, PROGRAM SERVICE RESEARCH 2,621,047
Sub-Saharan Africa 0 0 PROGRAM SERVICE, PROGRAM SERVICE SUBCONTRACT 19,342,135
Sub-Saharan Africa 0 0 Program Services PERFORMANCE/EXHIBITION 48
Sub-Saharan Africa 0 0 Program Services ALUMNI ACTIVITY 27,623
3a Sub-total .... 0 11 3,684,523,087
b Total from continuation sheets to Part I ... 9 331 942,365,799
c Totals (add lines 3a and 3b) 9 342 4,626,888,886
For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2023
Schedule F (Form 990) 2023
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)
Sub-Saharan Africa SUBCONTRACT 16,794 WIRE      
Sub-Saharan Africa SUBCONTRACT 63,241 WIRE      
Sub-Saharan Africa SUBCONTRACT 126,272 WIRE      
South Asia SUBCONTRACT 24,337 WIRE      
East Asia and the Pacific SUBCONTRACT 317,959 WIRE      
Sub-Saharan Africa SUBCONTRACT 166,493 WIRE      
Sub-Saharan Africa SUBCONTRACT 50,436 WIRE      
North America (Canada & Mexico only) SUBCONTRACT 165,000 WIRE      
Sub-Saharan Africa SUBCONTRACT 8,370 WIRE      
Europe (Including Iceland and Greenland) SUBCONTRACT 248,582 WIRE      
East Asia and the Pacific SUBCONTRACT 59,049 WIRE      
Sub-Saharan Africa SUBCONTRACT 133,352 WIRE      
Sub-Saharan Africa SUBCONTRACT 10,434 WIRE      
South Asia SUBCONTRACT 525,381 WIRE      
Sub-Saharan Africa SUBCONTRACT 91,053 WIRE      
North America (Canada & Mexico only) SUBCONTRACT 361,272 WIRE      
Europe (Including Iceland and Greenland) SUBCONTRACT 56,165 WIRE      
Europe (Including Iceland and Greenland) SUBCONTRACT 8,580 WIRE      
Sub-Saharan Africa SUBCONTRACT 104,839 WIRE      
North America (Canada & Mexico only) SUBCONTRACT 295,231 WIRE      
Sub-Saharan Africa SUBCONTRACT 108,725 WIRE      
Sub-Saharan Africa SUBCONTRACT 818,860 WIRE      
Europe (Including Iceland and Greenland) SUBCONTRACT 3,888,797 WIRE      
Sub-Saharan Africa SUBCONTRACT 1,281,697 WIRE      
South Asia SUBCONTRACT 222,416 WIRE      
Europe (Including Iceland and Greenland) SUBCONTRACT 9,738 WIRE      
East Asia and the Pacific SUBCONTRACT 222,238 WIRE      
South Asia SUBCONTRACT 31,992 WIRE      
East Asia and the Pacific SUBCONTRACT 534,599 WIRE      
Sub-Saharan Africa SUBCONTRACT 128,737 WIRE      
Sub-Saharan Africa SUBCONTRACT 93,607 WIRE      
South America SUBCONTRACT 22,516 WIRE      
East Asia and the Pacific SUBCONTRACT 19,500 WIRE      
South America SUBCONTRACT 844,707 WIRE      
Sub-Saharan Africa SUBCONTRACT 1,005,111 WIRE      
Sub-Saharan Africa SUBCONTRACT 2,696,276 WIRE      
Europe (Including Iceland and Greenland) SUBCONTRACT 73,456 WIRE      
Sub-Saharan Africa SUBCONTRACT 33,075 WIRE      
Europe (Including Iceland and Greenland) SUBCONTRACT 17,577 WIRE      
South Asia SUBCONTRACT 2,190,501 WIRE      
Europe (Including Iceland and Greenland) SUBCONTRACT 27,298 WIRE      
South America SUBCONTRACT 10,000 WIRE      
Sub-Saharan Africa SUBCONTRACT 35,295 WIRE      
Europe (Including Iceland and Greenland) SUBCONTRACT 18,165 WIRE      
Sub-Saharan Africa SUBCONTRACT 13,113 WIRE      
South Asia SUBCONTRACT 8,073 WIRE      
East Asia and the Pacific SUBCONTRACT 155,193 WIRE      
Central America and the Caribbean SUBCONTRACT 242,854 WIRE      
Sub-Saharan Africa SUBCONTRACT 92,543 WIRE      
South Asia SUBCONTRACT 15,739 WIRE      
South Asia SUBCONTRACT 59,416 WIRE      
Europe (Including Iceland and Greenland) SUBCONTRACT 26,657 WIRE      
Sub-Saharan Africa SUBCONTRACT 68,428 WIRE      
Sub-Saharan Africa SUBCONTRACT 137,795 WIRE      
Europe (Including Iceland and Greenland) SUBCONTRACT 43,131 WIRE      
Europe (Including Iceland and Greenland) SUBCONTRACT 124,776 WIRE      
North America (Canada & Mexico only) SUBCONTRACT 15,000 WIRE      
Europe (Including Iceland and Greenland) SUBCONTRACT 3,206,527 WIRE      
Russia and Neighboring States SUBCONTRACT 154,420 WIRE      
South Asia SUBCONTRACT 204,279 WIRE      
Sub-Saharan Africa SUBCONTRACT 7,905 WIRE      
East Asia and the Pacific SUBCONTRACT 7,592 WIRE      
Russia and Neighboring States SUBCONTRACT 70,905 WIRE      
Russia and Neighboring States SUBCONTRACT 156,269 WIRE      
Sub-Saharan Africa SUBCONTRACT 162,500 WIRE      
Sub-Saharan Africa SUBCONTRACT 48,543 WIRE      
Middle East and North Africa SUBCONTRACT 91,172 WIRE      
Sub-Saharan Africa SUBCONTRACT 504,266 WIRE      
Sub-Saharan Africa SUBCONTRACT 370,069 WIRE      
South Asia SUBCONTRACT 208,213 WIRE      
Europe (Including Iceland and Greenland) SUBCONTRACT 91,668 WIRE      
Central America and the Caribbean SUBCONTRACT 101,129 WIRE      
Russia and Neighboring States SUBCONTRACT 8,086 WIRE      
Russia and Neighboring States SUBCONTRACT 9,730 WIRE      
South Asia SUBCONTRACT 145,703 WIRE      
Sub-Saharan Africa SUBCONTRACT 491,639 WIRE      
North America (Canada & Mexico only) SUBCONTRACT 23,719 WIRE      
South Asia SUBCONTRACT 30,796 WIRE      
North America (Canada & Mexico only) SUBCONTRACT 42,703 WIRE      
North America (Canada & Mexico only) SUBCONTRACT 212,000 WIRE      
Europe (Including Iceland and Greenland) SUBCONTRACT 28,779 WIRE      
South America SUBCONTRACT 68,060 WIRE      
North America (Canada & Mexico only) SUBCONTRACT 157,300 WIRE      
Europe (Including Iceland and Greenland) SUBCONTRACT 126,504 WIRE      
South America SUBCONTRACT 73,549 WIRE      
Central America and the Caribbean SUBCONTRACT 5,380 WIRE      
Central America and the Caribbean SUBCONTRACT 435,360 WIRE      
South America SUBCONTRACT 228,794 WIRE      
Europe (Including Iceland and Greenland) SUBCONTRACT 15,227 WIRE      
Europe (Including Iceland and Greenland) SUBCONTRACT 62,069 WIRE      
Europe (Including Iceland and Greenland) SUBCONTRACT 18,326 WIRE      
Sub-Saharan Africa SUBCONTRACT 25,900 WIRE      
Europe (Including Iceland and Greenland) SUBCONTRACT 145,617 WIRE      
North America (Canada & Mexico only) SUBCONTRACT 28,000 WIRE      
North America (Canada & Mexico only) SUBCONTRACT 120,768 WIRE      
Europe (Including Iceland and Greenland) SUBCONTRACT 151,554 WIRE      
Europe (Including Iceland and Greenland) SUBCONTRACT 22,322 WIRE      
Europe (Including Iceland and Greenland) SUBCONTRACT 30,561 WIRE      
Europe (Including Iceland and Greenland) SUBCONTRACT 35,601 WIRE      
East Asia and the Pacific SUBCONTRACT 31,133 WIRE      
Europe (Including Iceland and Greenland) SUBCONTRACT 186,324 WIRE      
Europe (Including Iceland and Greenland) SUBCONTRACT 218,246 WIRE      
East Asia and the Pacific SUBCONTRACT 45,719 WIRE      
North America (Canada & Mexico only) SUBCONTRACT 441,636 WIRE      
Europe (Including Iceland and Greenland) SUBCONTRACT 26,204 WIRE      
Sub-Saharan Africa SUBCONTRACT 2,881,686 WIRE      
East Asia and the Pacific SUBCONTRACT 44,829 WIRE      
Sub-Saharan Africa SUBCONTRACT 102,589 WIRE      
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
108
3 Enter total number of other organizations or entities .......................MediumBullet
0
Schedule F (Form 990) 2023
Schedule F (Form 990) 2023Page 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)
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
Schedule F (Form 990) 2023
Schedule F (Form 990) 2023
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) 2023
Schedule F (Form 990) 2023
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
Schedule F, Part I, Line 2 Procedures for monitoring use of grant funds PROCESS FOR MONITORING THE USE OF GRANT FUNDS OUTSIDE THE U.S. EMORY USES STANDARD OPERATING PROCEDURES FOR EACH GRANT AGREEMENT THAT INCLUDES REGULAR MONITORING OF ACTIVITY MILESTONES, BUDGETS, AND EXPENDITURES. EMORY UNIVERSITY ALSO REQUIRES LEGAL SUBCONTRACTS THAT INCLUDE DETAILED ACTIVITY AND BUDGET MILESTONES. TECHNICAL AND FINANCIAL REPORTS ARE REVIEWED CLOSELY. EMORY UNIVERSITY IS RESPONSIBLE FOR ENSURING THAT IT COMMUNICATES THE RELEVANT AND NECESSARY INFORMATION CONTAINED IN THE AWARD DOCUMENT TO THE SUBRECIPIENTS. THE OFFICE OF SPONSORED PROGRAMS MAINTAINS A COPY OF THE SUBCONTRACT AGREEMENT, WHICH STIPULATES THE TERMS OF THE AWARD AND IS SIGNED BY REPRESENTATIVES OF BOTH EMORY UNIVERSITY AND THE SUBRECIPIENT ORGANIZATION. THIS AGREEMENT INDICATES THAT THE SUBRECIPIENT UNDERSTANDS AND IS AWARE OF THE AWARD REQUIREMENTS. IN ADDITION, IF THERE ARE ANY FURTHER CHANGES TO THE AGREEMENT, AN AMENDMENT TO THE AGREEMENT IS GENERATED AND SIGNED BY THE REPRESENTATIVE OF EMORY UNIVERSITY AND THE SUBRECIPIENT.
Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statements CENTRAL AMERICA AND THE CARIBBEAN-Accrual; EAST ASIA AND THE PACIFIC-Accrual; EUROPE (INCLUDING ICELAND AND GREENLAND)-Accrual; MIDDLE EAST AND NORTH AFRICA-Accrual; NORTH AMERICA (CANADA & MEXICO ONLY)-Accrual; RUSSIA AND NEIGHBORING STATES-Accrual; SOUTH AMERICA-Accrual; SOUTH ASIA-Accrual; SUB-SAHARAN AFRICA-Accrual
Schedule F, Part II, Line 1 Method used to account for expenditures on org's financial statements CENTRAL AMERICA AND THE CARIBBEAN-Accrual; EAST ASIA AND THE PACIFIC-Accrual; EUROPE (INCLUDING ICELAND AND GREENLAND)-Accrual; MIDDLE EAST AND NORTH AFRICA-Accrual; NORTH AMERICA (CANADA & MEXICO ONLY)-Accrual; RUSSIA AND NEIGHBORING STATES-Accrual; SOUTH AMERICA-Accrual; SOUTH ASIA-Accrual; SUB-SAHARAN AFRICA-Accrual
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule F (Form 990) 2023
Additional Data


Software ID: 23017437
Software Version: 2023v6.0



SCHEDULE G (Form 990)
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
2023
Open to Public Inspection
Name of the organization
Emory University
 
Employer identification number

58-0566256
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
 
MOORE-AMERGENT DIVISION
9 CENTENNIAL DR
 
PEABODY, MA01960
DONOR ACQ   No 852,453 1,271,799 -419,346
             
             
             
             
             
             
             
             
             
Total . . . . . . . . . . . . . . . . . . . . right arrow 852,453 1,271,799 -419,346
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.
CA, CO, CT, DE, DC, FL, GA, AL, HI, ID, IL, IN, IA, KS, KY, LA, ME, AK, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, AZ, RI, SC, SD, TN, TX, UT, VT, VA, AR, 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) 2023
Schedule G (Form 990) 2023
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

A FAMILY AFFAIR
(event type)
(b) Event #2

WINSHIP 5K
(event type)
(c) Other events

2
(total number)
(d) Total events
(add col. (a) through col. (c))

1

Gross receipts . . . . .

1,106,426

1,071,945

429,282

2,607,653

2

Less: Contributions . . . .

1,080,826

927,865

396,602

2,405,293
3 Gross income (line 1 minus
line 2) . . . . . .

25,600

144,080

32,680

202,360



VerticalDirectExpenses
4 Cash prizes . . . . .        
5 Noncash prizes . . . .        
6 Rent/facility costs . . . . 9,000   90,984 99,984
7 Food and beverages . . .        
8 Entertainment . . . .        
9 Other direct expenses . . . 167,808 261,903 85,565 515,276
10 Direct expense summary. Add lines 4 through 9 in column (d) . . . . . . . . . . right arrow 615,260
11 Net income summary. Subtract line 10 from line 3, column (d). . . . . . . . . . right arrow -412,900
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? . . . . . . . .
YesNo
b
If "No," explain:
 
10a
Were any of the organization's gaming licenses revoked, suspended or terminated during the tax year? . . .
YesNo
b
If "Yes," explain:
 
Schedule G (Form 990) 2023
Schedule G (Form 990) 2023
Page 3
11
Does the organization conduct gaming activities with nonmembers? . . . . . . . . . . .
YesNo
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? . . . . . . . . . . . . . . . . .
YesNo
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) 2023
Additional Data


Software ID: 23017437
Software Version: 2023v6.0
SCHEDULE H
(Form 990)
Department of the Treasury
Internal Revenue Service
Hospitals
Medium right arrow Complete if the organization answered "Yes" on Form 990, Part IV, question 20a.
Medium right arrow Attach to Form 990.
Medium right arrow Go to www.irs.gov/Form990EZ for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
Name of the organization
Emory University
 
Employer identification number

58-0566256
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
 
No
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
 
 
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) . . .
    83,432,320 0 83,432,320 1.30 %
b Medicaid (from Worksheet 3, column a) . . . . .     232,916,460 209,068,341 23,848,119 0.37 %
c Costs of other means-tested government programs (from Worksheet 3, column b) . .     0 0 0 0 %
d Total Financial Assistance and Means-Tested Government Programs . . . . . 0 0 316,348,780 209,068,341 107,280,439 1.67 %
Other Benefits
e Community health improvement services and community benefit operations (from Worksheet 4).     1,982,470 0 1,982,470 0.03 %
f Health professions education (from Worksheet 5) . . .     677,717,381 86,549,996 591,167,385 9.22 %
g Subsidized health services (from Worksheet 6) . . . .     364,345,790 199,256,851 165,088,939 2.57 %
h Research (from Worksheet 7) .     1,065,478,505 855,909,758 209,568,747 3.27 %
i Cash and in-kind contributions for community benefit (from Worksheet 8) . . . .     186,740 0 186,740 0 %
j Total. Other Benefits . . 0 0 2,109,710,886 1,141,716,605 967,994,281 15.09 %
k Total. Add lines 7d and 7j . 0 0 2,426,059,666 1,350,784,946 1,075,274,720 16.76 %
For Paperwork Reduction Act Notice, see the Instructions for Form 990. Cat. No. 50192T Schedule H (Form 990) 2023
Schedule H (Form 990) 2023
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         0 0 %
2 Economic development         0 0 %
3 Community support         0 0 %
4 Environmental improvements         0 0 %
5 Leadership development and
training for community members
        0 0 %
6 Coalition building         0 0 %
7 Community health improvement advocacy         0 0 %
8 Workforce development         0 0 %
9 Other     40,863 0 40,863 0 %
10 Total 0 0 40,863 0 40,863 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
Yes
 
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
226,751,097
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
4,502,823
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
444,621,996
6
Enter Medicare allowable costs of care relating to payments on line 5.....
6
517,681,256
7
Subtract line 6 from line 5. This is the surplus (or shortfall)........
7
-73,059,260
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) 2023
Schedule H (Form 990) 2023
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?4Name, 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 and Surgical Children's Hospital Teaching Hospital Critical Access Hospital Research Facility ER-24Hours ER-Other Other (describe) Facility reporting group
1 EMORY UNIVERSITY HOSPITAL
1364 CLIFTON ROAD NE
ATLANTA,GA30322
EMORYHEALTHCARE.ORG
044-699
X X   X   X X     A
2 EMORY UNIVERSITY HOSPITAL MIDTOWN
550 PEACHTREE STREET NE
ATLANTA,GA30308
WWW.EMORYHEALTHCARE.ORG
060-453
X X   X   X X     A
3 EMORY UNIVERSITY ORTHOPAEDICS & SPINE
1455 MONTREAL ROAD EAST
TUCKER,GA30084
WWW.EMORYHEALTHCARE.ORG
044-636
X X   X   X       A
4 EMORY UNIVERSITY HOSPITAL SMYRNA
3949 SOUTH COBB DRIVE
SMYRNA,GA30080
WWW.EMORYHEALTHCARE.ORG
033-709
X X               A
Schedule H (Form 990) 2023
Schedule H (Form 990) 2023
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)
A
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):
4
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 21
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 Yes  
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 Yes  
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 21
10 Is the hospital facility's most recently adopted implementation strategy posted on a website?......... 10 Yes  
a If "Yes" (list url): EMORYHEALTHCARE.ORG/COMMUNITY/INDEX.HTML
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) 2023
Schedule H (Form 990) 2023
Page 5
Part VFacility Information (continued)

Financial Assistance Policy (FAP)
A
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
EMORYHEALTHCARE.ORG/PATIENTS-VISITORS/INSURANCE-BILLING/FINANCIAL-ASSISTANCE
b
EMORYHEALTHCARE.ORG/PATIENTS-VISITORS/INSURANCE-BILLING/FINANCIAL-ASSISTANCE
c
d
e
f
g
h
i
j
Schedule H (Form 990) 2023
Schedule H (Form 990) 2023
Page 6
Part VFacility Information (continued)

Billing and Collections
A
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) 2023
Schedule H (Form 990) 2023
Page 7
Part VFacility Information (continued)

Charges to Individuals Eligible for Assistance Under the FAP (FAP-Eligible Individuals)
A
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) 2023
Schedule H (Form 990) 2023
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
Schedule H, Part V, Section B, Line 3E The significant health needs of the community were identified and prioritized through the Community Health Needs Assessment ("CHNA").
Schedule H, Part V, Section B, Line 3 Facility A, 1 Facility A, 1 - Reporting Group A. COMMUNITY HEALTH NEEDS ASSESSMENT - INPUT FROM COMMUNITY: TO UNDERSTAND THE NEEDS OF THE COMMUNITY WE SERVE, A COMMUNITY HEALTH NEEDS ASSESSMENT WAS CONDUCTED USING QUANTITATIVE DATA (E.G., DEMOGRAPHICS DATA, MORTALITY RATES, MORBIDITY DATA, DISEASE PREVALENCE RATES, HEALTH CARE RESOURCE DATA, ETC.) AND INPUT FROM STAKEHOLDERS REPRESENTING THE BROAD INTEREST OF OUR COMMUNITY (E.G., INDIVIDUALS WITH SPECIAL KNOWLEDGE OF PUBLIC HEALTH, THE NEEDS OF THE UNDERSERVED, LOW-INCOME, AND MINORITY POPULATIONS, THE NEEDS OF POPULATIONS WITH CHRONIC DISEASES, ETC.). FOR MORE INFORMATION SEE APPENDIX B OF THE COMMUNITY HEALTH NEEDS ASSESSMENT AT: EMORYHEALTHCARE.ORG/COMMUNITY/INDEX.HTML
Schedule H, Part V, Section B, Line 5 Facility A, 1 Facility A, 1 - Reporting Group A. COMMUNITY STAKEHOLDER INTERVIEWS: A KEY COMPONENT IN THE COMMUNITY HEALTH NEEDS ASSESSMENT IS GATHERING INPUT FROM THE COMMUNITY STAKEHOLDERS. Emory gathered input via an online survey of patients and representatives of various community organizations. THESE STAKEHOLDERS INCLUDED A MIX OF INTERNAL AND EXTERNAL REPRESENTATIVES OF PASTORS, PUBLIC HEALTH OFFICIALS, HEALTH CARE PROVIDERS, SOCIAL SERVICE AGENCY REPRESENTATIVES, GOVERNMENT LEADERS, AND BOARD MEMBERS. DUE TO THEIR PROFESSION, TENURE, AND/OR COMMUNITY INVOLVEMENT, COMMUNITY STAKEHOLDERS OFFER DIVERSE PERSPECTIVES AND INFORMATION TO THE COMMUNITY HEALTH NEEDS ASSESSMENT. THEY ARE INDIVIDUALS AT THE FRONT LINE AND BEYOND THAT CAN BEST IDENTIFY UNMET SOCIAL AND HEALTH NEEDS OF THE COMMUNITY. INTERVIEWS WITH REPRESENTATIVES FROM Community ORGANIZATIONS AND ONE FOCUS GROUP WERE CONDUCTED BY THE WOODRUFF HEALTH SCIENCES CENTER STRATEGIC PLANNING OFFICE. FOR MORE INFORMATION SEE APPENDIX B OF THE COMMUNITY HEALTH NEEDS ASSESSMENT AT: EMORYHEALTHCARE.ORG/COMMUNITY/INDEX.HTML
Schedule H, Part V, Section B, Line 6a Facility A, 1 Facility A, 1 - Reporting Group A. COMMUNITY HEALTH NEEDS ASSESSMENT - HOSPITALS INCLUDED: THE COMMUNITY HEALTH NEEDS ASSESSMENT FOR HOSPITALS INCLUDED IN THE EMORY RETURN WERE CONDUCTED BY THE WOODRUFF HEALTH SCIENCES CENTER STRATEGIC PLANNING OFFICE. THE HOSPITALS' COMMUNITY HEALTH NEEDS ASSESSMENTS FOR ADDITIONAL OPERATING UNITS AND AFFILIATES OF EMORY HEALTHCARE INCLUDED: EMORY JOHNS CREEK HOSPITAL EMORY SAINT JOSEPH'S HOSPITAL EMORY DECATUR HOSPITAL EMORY HILLANDALE HOSPITAL EMORY REHABILITATION HOSPITAL EMORY LONG-TERM ACUTE CARE
Schedule H, Part V, Section B, Line 6b Facility A, 1 Facility A, 1 - Reporting Group A. THE COMMUNITY HEALTH NEEDS ASSESSMENT - ORGANIZATIONS OTHER THAN HOSPITAL FACILITIES: THE COMMUNITY HEALTH NEEDS ASSESSMENT FOR HOSPITALS INCLUDED IN THE EMORY RETURN WERE CONDUCTED BY THE WOODRUFF HEALTH SCIENCES CENTER STRATEGIC PLANNING OFFICE AND INCLUDED ALL OF EMORY HEALTHCARE WHICH CONSISTS OF PHYSICIAN GROUPS AS WELL AS THE HOSPITAL FACILITIES.
Schedule H, Part V, Section B, Line 7 Facility A, 1 Facility A, 1 - Reporting Group A. COMMUNITY HEALTH NEEDS ASSESSMENT - AVAILABLE TO PUBLIC: THE COMMUNITY HEALTH NEEDS ASSESSMENT WAS MADE WIDELY AVAILABLE TO THE COMMUNITY AND SHARED WITH ORGANIZATIONS INCLUDING GEORGIA DEPARTMENT OF COMMUNITY HEALTH, GEORGIA DEPARTMENT OF PUBLIC HEALTH, ROLLINS SCHOOL OF PUBLIC HEALTH, AMERICAN CANCER SOCIETY, UNITED WAY OF GREATER ATLANTA, SAINT JOSEPH'S MERCY CARE SERVICES, VISITING NURSE HEALTH SYSTEMS, VISTACARE HOSPICE, GWINNETT SEXUAL ASSAULT CENTER & CHILDREN'S ADVOCACY CENTER, GOOD SHEPHERD CLINIC, THE DRAKE HOUSE, DEKALB COMMUNITY SERVICE BOARD, CITY OF JOHN'S CREEK POLICE DEPARTMENT, CLAYTON COUNTY BOARD OF HEALTH, AREA AGENCY ON AGING WITH ATLANTA REGIONAL COMMISSION, AND ADDITIONAL GROUPS.
Schedule H, Part V, Section B, Line 11 Facility A, 1 Facility A, 1 - Reporting Group A. DURING FISCAL YEAR 2022, EMORY HEALTHCARE CONDUCTED COMMUNITY HEALTH NEEDS ASSESSMENTS (CHNAS) TO ASSESS THE NEEDS OF THE COMMUNITIES SERVED BY OUR HOSPITALS. USING THE REPORTS, EACH HOSPITAL IDENTIFIED PRIORITY HEALTH NEEDS FOR ITS COMMUNITY AND DEVELOPED STRATEGIES TO ADDRESS ACTIONABLE WAYS IN WHICH WE PLAN TO AID THOSE WITHIN OUR COMMUNITY. THROUGH THESE STRATEGIES, IT WAS AND CONTINUES TO BE OUR GOAL TO IMPROVE THE HEALTH AND WELL-BEING OF OUR COMMUNITY MEMBERS, WHILE CONTINUALLY DELIVERING OPTIMAL CARE TO OUR PATIENTS. SINCE FISCAL YEAR 2022, EMORY HEALTHCARE HAS SOUGHT TO ADDRESS ALL THE NEEDS IDENTIFIED IN THE FISCAL YEAR 2022 CHNAS THROUGH A VARIETY OF ACTIONS. THE FISCAL YEAR 2022 CHNAS INCLUDE AN ASSESSMENT OF PROGRESS MADE ON THE FISCAL YEAR 2019 IMPLEMENTATION STRATEGY PLANS DEVELOPED BY EACH HOSPITAL. SEE FURTHER DETAILS AT: EMORYHEALTHCARE.ORG/COMMUNITY/INDEX.HTML
Schedule H, Part V, Section B, Line 13 Facility A, 1 Facility A, 1 - Reporting Group A. FINANCIAL ASSISTANCE POLICY AND FINANCIAL ASSISTANCE APPLICATIONS ARE DISCUSSED WITH PATIENTS DURING THE FINANCIAL SCREENING PROCESS. ALL PATIENTS ARE SCREENED. AS PART OF THE SCREENING PROCESS, A FINANCIAL ASSISTANCE APPLICATION IS COMPLETED ON BEHALF OF THE PATIENT AND ELIGIBLE PATIENTS ARE NOTIFIED OF THEIR STATUS OF FINANCIAL ASSISTANCE AS EACH APPLICATION IS PROCESSED. Emory ALSO UTILIZEs A MEDICAID ELIGIBILITY VENDOR TO ASSIST PATIENTS IN APPLYING FOR MEDICAID OR OTHER GOVERNMENT PROGRAMS. FINANCIAL ASSISTANCE POLICY PLAIN LANGUAGE SUMMARY FINANCIAL ASSISTANCE APPLICATION ARE LOCATED AT: emoryhealthcare.org/patients-visitors/insurance-billing/financial-assistance
Schedule H, Part V, Section B, Line 15 Facility A, 1 Facility A, 1 - Reporting Group A. SAME AS LINE 13B ABOVE
Schedule H, Part V, Section B, Line 16 Facility A, 1 Facility A, 1 - Reporting Group A. EMORY HEALTHCARE MAKES THIS FINANCIAL ASSISTANCE POLICY, THE FINANCIAL ASSISTANCE POLICY APPLICATION FORM AND A PLAIN LANGUAGE SUMMARY OF THIS FINANCIAL ASSISTANCE POLICY WIDELY AVAILABLE ON ITS WEBSITE AT: emoryhealthcare.org/patients-visitors/insurance-and-billing/financial-assistance IN BOTH ENGLISH AND SPANISH. IN ADDITION, EMORY HEALTHCARE MAKES PAPER COPIES OF THIS FINANCIAL ASSISTANCE POLICY, THE FINANCIAL ASSISTANCE APPLICATION, THE AMOUNTS GENERALLY BILLED ("AGB") DOCUMENT AND A PLAIN LANGUAGE SUMMARY OF THIS FINANCIAL ASSISTANCE POLICY AVAILABLE, UPON REQUEST AND WITHOUT CHARGE, IN ADMISSIONS AND REGISTRATION AREAS, IN THE EMERGENCY ROOM AND, DURING NORMAL BUSINESS HOURS, AT ALL ITS HOSPITAL LOCATIONS AS WELL AS THE EMORY CLINIC PATIENT ACCESS DEPARTMENT AND EMORY SPECIALTY ASSOCIATES PATIENT ACCESS DEPARTMENT.
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule H (Form 990) 2023
Schedule H (Form 990) 2023
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?3
Name and address Type of Facility (describe)
1 EMORY AUTISM CENTER
1551 SHOOP CT
DECATUR,GA30033
DIAGNOSTIC EVALUATION
2 FACULTY STAFF ASSISTANCE PROGRAM
1762 CLIFTON RD
ATLANTA,GA30322
FACULTY AND STAFF HEALTHCARE
3 STUDENT HEALTH & COUNSELING SERVICES
1525 CLIFTON RD
ATLANTA,GA30322
STUDENT HEALTHCARE
4
5
6
7
8
9
10
Schedule H (Form 990) 2023
Schedule H (Form 990) 2023
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
Schedule H, Part I, Line 6a COMMUNITY BENEFIT REPORT EMORY UNIVERSITY/WOODRUFF HEALTH SCIENCES CENTER COMMUNITY BENEFIT REPORT CAN BE FOUND ON THE WEB AT: https://whsc.emory.edu/publications/community-report.html
Schedule H, Part V FACILITY INFORMATION EMORY UNIVERSITY HOSPITAL, EMORY ORTHOPAEDICS & SPINE HOSPITAL, EMORY UNIVERSITY HOSPITAL MIDTOWN AND EMORY UNIVERSITY HOSPITAL SMYRNA ARE DIRECTLY CONTROLLED OPERATING DIVISIONS OF EMORY UNIVERSITY.
Schedule H, Part I, Line 7 Financial Assistance and Certain Other Community Benefits at Cost EMORY UNIVERSITY INCLUDES ONE OF THE NATION'S LEADING ACADEMIC COMPLEXES FOR TEACHING, RESEARCH, AND PATIENT CARE - THE ROBERT W. WOODRUFF HEALTH SCIENCES CENTER (WHSC). THE WHSC INCLUDES EMORY UNIVERSITY SCHOOL OF MEDICINE, NELL HODGSON WOODRUFF SCHOOL OF NURSING, ROLLINS SCHOOL OF PUBLIC HEALTH, WINSHIP CANCER INSTITUTE, Emory NATIONAL PRIMATE RESEARCH CENTER, AND EMORY HEALTHCARE, WHICH IS THE WHSC'S SYSTEM OF HEALTH CARE OPERATIONS. EMORY HEALTHCARE INCLUDES PHYSICIAN GROUPS AS WELL AS THE FOLLOWING HOSPITALS: (1) Seven GENERAL AND ACUTE CARE HOSPITALS: EMORY UNIVERSITY HOSPITAL, EMORY UNIVERSITY ORTHOPAEDICS & SPINE HOSPITAL, EMORY UNIVERSITY HOSPITAL MIDTOWN, EMORY UNIVERSITY HOSPITAL SMYRNA, Emory Decatur Hospital, Emory Hillandale Hospital, and Emory Long-Term Acute Care Hospital; and (2) TWO JOINT VENTURES: EMORY-SAINT JOSEPH'S, INC. (WHICH INCLUDES EMORY JOHNS CREEK HOSPITAL, AND SAINT JOSEPH'S HOSPITAL OF ATLANTA, INC.) AND EMORY REHABILITATION HOSPITAL. ALTHOUGH PART OF THE EMORY HEALTHCARE SYSTEM, THE VARIOUS HOSPITALS ARE OPERATING DIVISIONS OF DIFFERENT EMORY ENTITIES. EMORY UNIVERSITY HOSPITAL, EMORY UNIVERSITY ORTHOPAEDICS & SPINE HOSPITAL, EMORY UNIVERSITY HOSPITAL MIDTOWN AND EMORY UNIVERSITY HOSPITAL SMYRNA ARE OPERATING DIVISIONS OF EMORY UNIVERSITY. EMORY JOHNS CREEK HOSPITAL AND SAINT JOSEPH'S HOSPITAL of Atlanta ARE PART OF A JOINT VENTURE WITH SAINT JOSEPH'S HEALTH SYSTEM INC. EMORY REHABILITATION HOSPITAL IS PART OF A JOINT VENTURE WITH SELECT MEDICAL CORPORATION. IN ADDITION, EMORY HAS CLOSE WORKING RELATIONSHIPS WITH OTHER HOSPITALS, INCLUDING GRADY MEMORIAL HOSPITAL ("GRADY"), CHILDREN'S HEALTHCARE OF ATLANTA, INC. AND THE ATLANTA VETERANS AFFAIRS MEDICAL CENTER ("ATLANTA VA"). EMORY UNIVERSITY SCHOOL OF MEDICINE IS A MAJOR SUPPLIER OF THE PHYSICIANS (BOTH MEDICAL FACULTY AND PHYSICIAN RESIDENTS IN TRAINING) AT GRADY, PROVIDING 80% OF PHYSICIAN CARE AT THIS FACILITY, WHICH IS ONE OF THE LARGEST PUBLIC HOSPITALS IN THE SOUTHEAST. EMORY UNIVERSITY HOSPITAL, EMORY ORTHOPAEDICS & SPINE HOSPITAL, EMORY UNIVERSITY HOSPITAL MIDTOWN, AS WELL AS GRADY, THE ATLANTA VA, AND CHILDREN'S HEALTHCARE OF ATLANTA, INC. SERVE AS TEACHING FACILITIES FOR THE EMORY UNIVERSITY SCHOOL OF MEDICINE (PROVIDING VENUES FOR RESIDENCY TRAINING) AND EMORY'S NELL HODGSON WOODRUFF SCHOOL OF NURSING (PROVIDING DEDICATED EDUCATION UNITS FOR NURSING STUDENTS). EMORY UNIVERSITY HOSPITAL AND EMORY UNIVERSITY HOSPITAL MIDTOWN ALSO ARE ACTIVE SITES WITHIN THE CLINICAL INTERACTION NETWORK OF THE NIH-SPONSORED ATLANTA CLINICAL & TRANSLATIONAL SCIENCE INSTITUTE (ACTSI), WHICH SEEKS TO MAKE CLINICAL TRIALS FOR NEW TREATMENTS MORE EFFICIENT AND MORE AVAILABLE THROUGHOUT THE COMMUNITY. EMORY IS THE LEAD PARTNER IN ACTSI, WHICH ALSO INVOLVES MOREHOUSE SCHOOL OF MEDICINE AND THE GEORGIA INSTITUTE OF TECHNOLOGY. THROUGH THE EMORY MEDICAL CARE FOUNDATION, INC. (EMCF), WHICH IS CONTROLLED BY EMORY UNIVERSITY, EMORY PHYSICIANS PROVIDED $25 MILLION IN UNCOMPENSATED PATIENT CARE TO GRADY IN FY 2024. IN ADDITION, EMCF INVESTS ANY REIMBURSEMENTS THAT EMORY FACULTY DO RECEIVE FOR SERVICES RENDERED AT GRADY TO UPGRADE EQUIPMENT AND SUPPORT VITAL SERVICES PROVIDED BY EMORY PHYSICIANS WORKING AT GRADY. EMCF INVESTED $105 MILLION FOR THIS PURPOSE IN FY 2024. EMORY ALSO PROVIDES 80% OF PHYSICIAN CARE AT CHILDREN'S AT HUGHES SPALDING, A PEDIATRIC HOSPITAL ON GRADY'S CAMPUS OPERATED BY CHILDREN'S HEALTHCARE OF ATLANTA, INC. THE TOTAL FINANCIAL ASSISTANCE AND COMMUNITY BENEFIT ATTRIBUTED TO THE ORGANIZATION IS LOCATED ON PART I, LINE 7 OF SCHEDULE H. FOR A MORE COMPREHENSIVE OVERVIEW OF THE TOTAL FINANCIAL ASSISTANCE AND COMMUNITY BENEFIT PROVIDED BY EMORY HEALTHCARE, PLEASE VIEW THE EMORY UNIVERSITY/WOODRUFF HEALTH SCIENCES CENTER COMMUNITY BENEFIT REPORT AT: https://whsc.emory.edu/publications/community-report.html IN COMPARISON WITH OTHER HOSPITALS IN METRO ATLANTA AND THE SURROUNDING COMMUNITY, EMORY HEALTHCARE HOSPITALS ARE REFERRED A DISPROPORTIONATE NUMBER OF PATIENTS WITH EXTREMELY COMPLEX AND CHALLENGING CONDITIONS. OTHER AREA HOSPITALS ROUTINELY REFER PATIENTS TO EMORY FOR WHOM THEY HAVE NO OTHER TREATMENT RECOURSE. THESE SICKEST-OF-THE-SICK PATIENTS ARE NOT ONLY THE MOST CLINICALLY CHALLENGING BUT ALSO THE MOST COSTLY PATIENTS TO TREAT. AT EMORY, SUCH PATIENTS FIND CLINICIANS DETERMINED TO PROVIDE THE BEST, MOST COMPASSIONATE CARE POSSIBLE REGARDLESS OF THESE PATIENTS' ABILITY TO PAY. EMORY UNIVERSITY HOSPITAL, IN PARTICULAR, IS a 751-bed facility NOTED AS A DESTINATION FOR PATIENTS IN THIS HIGH-ACUITY CATEGORY. THIS HOSPITAL CONTINUES TO Have a CASE-MIX INDEX higher than other academic medical centers. EMORY UNIVERSITY HOSPITAL ALSO PROVIDES SERVICES AND PROCEDURES AVAILABLE NOWHERE ELSE IN THE STATE, INCLUDING HIGH COMPLEX TRANSPLANT PROCEDURES, AMONG OTHERS. EMORY UNIVERSITY HOSPITAL HELPS PIONEER, TEST, AND DEVELOP NEW PROCEDURES THAT EVENTUALLY MAKE THEIR WAY INTO THE BROADER COMMUNITY OF HEALTH CARE PROVIDERS. IN ADDITION, IN PARTNERSHIP WITH THE CENTERS FOR DISEASE CONTROL AND PREVENTION, EMORY UNIVERSITY HOSPITAL HAS A SPECIAL ISOLATION UNIT FOR THE CARE OF PATIENTS WITH SERIOUS COMMUNICABLE DISEASES - SUCH AS CDC EMPLOYEES WHO HAVE CONFIRMED, PROBABLE, OR SUSPECTED INFECTION WITH OR EXPOSURE TO PATHOGENS SUCH AS EBOLA, SMALLPOX, PNEUMONIC PLAGUE, OR SARS THAT ARE ASSOCIATED WITH HIGH INFECTIVITY RATES. EMORY UNIVERSITY HOSPITAL MIDTOWN (EUHM), is a 605-bed facility WHICH INCLUDES A LEVEL III NEONATAL INTENSIVE CARE UNIT AMONG ITS OTHER ICUS, ALSO HAS A CASE-MIX INDEX THAT IS CONSIDERABLY HIGHER THAN THAT OF MOST COMMUNITY HOSPITALS. EMORY UNIVERSITY ORTHOPAEDICS & SPINE HOSPITAL (EUOSH), AN EXTENSION OF EUH'S ACUTE CARE SERVICES, IS A 120-BED FACILITY THAT PROVIDES MEDICAL AND SURGICAL CARE FOR ORTHOPAEDIC AND SPINE PATIENTS AS WELL AS GENERAL ACUTE CARE FOR PATIENTS WITH NONSURGICAL NEEDS. AS A NOT-FOR-PROFIT ACADEMIC MEDICAL CENTER, EUH AND EUOSH ARE COMMITTED TO PROVIDING THE BEST CARE FOR OUR PATIENTS, EDUCATING HEALTH PROFESSIONALS AND LEADERS FOR THE FUTURE, PURSUING DISCOVERY RESEARCH, AND SERVING OUR COMMUNITY. EMORY UNIVERSITY HOSPITAL SMYRNA (EUHS) HAS PROUDLY SERVED THE HEALTH CARE NEEDS OF OUR NEIGHBORS SINCE 1974. EUHS IS AN 88-BED COMMUNITY HOSPITAL THAT IS LOCATED IN SMYRNA (COBB COUNTY) GEORGIA. ORIGINALLY FOUNDED AS SMYRNA HOSPITAL BY A GROUP OF PHYSICIANS IN 1974, ADVENTIST HEALTH SYSTEM ACQUIRED THE HOSPITAL IN 1976, MAKING IT THE FIRST HEALTHCARE INSTITUTION IN THE ATLANTA AREA AFFILIATED WITH THE SEVENTH-DAY ADVENTIST CHURCH. IN 1995, ADVENTIST HEALTH SYSTEM ENTERED INTO A JOINT VENTURE WITH EMORY HEALTHCARE, THUS CREATING THE FIRST HOSPITAL CO-OWNED BY TWO LEADING HEALTHCARE PROVIDERS. THE FACILITY WAS RENAMED EMORY-ADVENTIST HOSPITAL. IN 2015, EMORY UNIVERSITY ACQUIRED EMORY-ADVENTIST HOSPITAL AND RENAMED IT EMORY UNIVERSITY HOSPITAL SMYRNA. THE FACILITY IS ANTICIPATED TO CLOSE in DECEMBER 2024.
Schedule H, Part I, Line 3 Lines 3a & 3b Please see the Financial Assistance Policy and plain language summary at emoryhealthcare.org/patients-visitors/insurance-and-billing/financial-assistance
Schedule H, Part I, Line 7g Subsidized Health Services EMORY UNIVERSITY HAS INCLUDED $205,976,779 ATTRIBUTABLE TO PURCHASED SERVICES FROM THE EMORY CLINIC, INC. AS PART OF THE REPORTED SUBSIDIZED HEALTH SERVICES TOTAL ON PART I, LINE 7G.
Schedule H, Part I, Line 7 Bad Debt Expense excluded from financial assistance calculation 226751097
Schedule H, Part III, Line 2 Bad debt expense - methodology used to estimate amount See Emory University's consolidated audited financial statement footnote #4(h) for a detailed discussion.
Schedule H, Part III, Line 3 Bad Debt Expense Methodology Emory uses a percentage of total bad debts to determine the estimated amount of charity care portion based on historical numbers.
Schedule H, Part III, Line 4 Bad debt expense - financial statement footnote EMORY UNIVERSITY'S Consolidated AUDITED FINANCIAL STATEMENT FOOTNOTE #4(h) NET PATIENT SERVICE REVENUE INCLUDES DISCUSSION ON PROVISIONS FOR UNCOLLECTIBLE ACCOUNTS FOR EMORY HEALTHCARE. EMORY UNIVERSITY'S Consolidated AUDITED FINANCIAL STATEMENT FOOTNOTE #1 ORGANIZATION DESCRIBES WHAT IS INCLUDED IN EMORY HEALTHCARE FOR FINANCIAL REPORTING PURPOSES.
Schedule H, Part III, Line 8 Community benefit & methodology for determining medicare costs SHORTFALL IS NOT REPORTED IN LINE 7 COMMUNITY BENEFIT. TO DETERMINE MEDICARE ALLOWABLE COSTS REPORTED IN THE MEDICARE COST REPORT, THE COST-TO-CHARGE RATIO IS APPLIED TO GROSS PATIENT REVENUE ASSOCIATED WITH SERVICES PERFORMED FOR PATIENTS WHO ARE ELIGIBLE FOR MEDICARE.
Schedule H, Part III, Line 9b Collection practices for patients eligible for financial assistance CREDIT/COLLECTION POLICY REQUIRES ALL ACCOUNTS TO BE REVIEWED FOR POSSIBLE CHARITY WRITE-OFF. COLLECTION PRACTICES ARE NOT UNDERTAKEN WITH RESPECT TO CHARGES RELATED TO SERVICES COVERED BY THE ORGANIZATION'S FINANCIAL ASSISTANCE POLICY.
Schedule H, Part V, Section B, Line 16a FAP website A - EMORY UNIVERSITY HOSPITAL: Line 16a URL: EMORYHEALTHCARE.ORG/PATIENTS-VISITORS/INSURANCE-BILLING/FINANCIAL-ASSISTANCE;
Schedule H, Part V, Section B, Line 16b FAP Application website A - EMORY UNIVERSITY HOSPITAL: Line 16b URL: EMORYHEALTHCARE.ORG/PATIENTS-VISITORS/INSURANCE-BILLING/FINANCIAL-ASSISTANCE;
Schedule H, Part V, Section B, Line 16c FAP plain language summary website A - EMORY UNIVERSITY HOSPITAL: Line 16c URL: EMORYHEALTHCARE.ORG/PATIENTS-VISITORS/INSURANCE-BILLING/FINANCIAL-ASSISTANCE;
Schedule H, Part VI, Line 2 Needs assessment EMORY HEALTHCARE CURRENTLY CONDUCTS AN EXTENSIVE ANNUAL ENVIRONMENTAL ASSESSMENT, WHICH ENCOMPASSES EACH ENTITY WITHIN THE ORGANIZATION. THIS ASSESSMENT IS UTILIZED TO PLAN THE STRATEGIC DIRECTION FOR THE FOLLOWING FISCAL YEAR. THE ENVIRONMENTAL ASSESSMENT INCLUDES A DETAILED REVIEW OF PATIENT ORIGIN AND PATIENT CHARACTERISTICS, INCLUDING AGE, ETHNICITY, AND PAYER. THE POPULATION DEMOGRAPHICS FOR THE PRIMARY AND SECONDARY SERVICE AREAS ARE ANALYZED. THE ASSESSMENT ALSO INCLUDES A REVIEW OF SERVICES CURRENTLY UTILIZED BY PATIENTS ALONG WITH A FORECAST OF FUTURE SERVICE LINE NEEDS. IN ADDITION TO THIS ASSESSMENT, A DETAILED MEDICAL STAFF DEVELOPMENT ASSESSMENT IS CONDUCTED ANNUALLY TO DETERMINE SPECIALTY NEEDS.
Schedule H, Part VI, Line 3 Patient education of eligibility for assistance FINANCIAL ASSISTANCE POLICY AND FINANCIAL ASSISTANCE APPLICATIONS ARE DISCUSSED WITH PATIENTS DURING THE FINANCIAL SCREENING PROCESS. ALL PATIENTS ARE SCREENED. AS PART OF THE SCREENING PROCESS, A FINANCIAL ASSISTANCE APPLICATION IS COMPLETED ON BEHALF OF THE PATIENT AND ELIGIBLE PATIENTS ARE NOTIFIED OF THEIR STATUS OF FINANCIAL ASSISTANCE AS EACH APPLICATION IS PROCESSED. EMORY ALSO UTILIZES A MEDICAID ELIGIBILITY VENDOR TO ASSIST PATIENTS IN APPLYING FOR MEDICAID OR OTHER GOVERNMENT PROGRAMS. FINANCIAL ASSISTANCE POLICY PLAIN LANGUAGE SUMMARY FINANCIAL ASSISTANCE APPLICATION ARE LOCATED AT: emoryhealthcare.org/patients-visitors/insurance-billing/financial-assistance
Schedule H, Part VI, Line 4 Community information AS A TERTIARY CARE FACILITY, EMORY UNIVERSITY HOSPITAL (EUH) DRAWS PATIENTS FROM THROUGHOUT THE STATE OF GEORGIA AND THE SOUTHEAST. FOR THE PURPOSE OF EUH'S COMMUNITY HEALTH NEEDS ASSESSMENT, EUH'S COMMUNITY IS DEFINED AS THE AREA FROM WHICH OVER 55% OF EUH'S INPATIENT ADMISSIONS ORIGINATE. EUH'S COMMUNITY OR PRIMARY SERVICE AREA INCLUDES DEKALB, FULTON, GWINNETT, COBB, HENRY AND CLAYTON COUNTIES IN GEORGIA. AS A TERTIARY CARE FACILITY, EMORY UNIVERSITY HOSPITAL MIDTOWN (EUHM) DRAWS PATIENTS FROM THROUGHOUT THE STATE OF GEORGIA AND THE SOUTHEAST. FOR THE PURPOSE OF EUHM'S COMMUNITY HEALTH NEEDS ASSESSMENT, EUHM'S COMMUNITY IS DEFINED AS THE AREA FROM WHICH OVER 75% OF EUHM'S INPATIENT ADMISSIONS ORIGINATE. EUHM'S COMMUNITY OR PRIMARY SERVICE AREA INCLUDES DEKALB, FULTON, GWINNETT, COBB, HENRY AND CLAYTON COUNTIES IN GEORGIA. AS A TERTIARY CARE FACILITY, EMORY ORTHOPAEDICS & SPINE HOSPITAL (EUOSH) SERVES PATIENTS FROM THROUGHOUT THE STATE OF GEORGIA AND THE SOUTHEAST. FOR THE PURPOSE OF EUOSH'S COMMUNITY HEALTH NEEDS ASSESSMENT, EUOSH'S COMMUNITY IS DEFINED AS THE CONTIGUOUS AREA FROM WHICH OVER 55% OF EUOSH'S INPATIENT ADMISSIONS ORIGINATE. EUOSH'S COMMUNITY OR PRIMARY SERVICE AREA INCLUDES DEKALB, FULTON, GWINNETT, COBB, HENRY, AND CLAYTON COUNTIES. THE EMORY UNIVERSITY HOSPITAL SMYRNA (EUHS) COMMUNITY IS DEFINED AS THE CONTIGUOUS AREA FROM WHICH OVER 75% OF EUHS'S INPATIENT ADMISSIONS ORIGINATE. EUHS'S COMMUNITY OR PRIMARY SERVICE AREA IS COBB COUNTY IN GEORGIA.
Schedule H, Part VI, Line 5 Promotion of community health FOR MORE INFORMATION PLEASE SEE "COMMUNITY" AS FOUND AT: EMORYHEALTHCARE.ORG/COMMUNITY/INDEX.HTML
Schedule H, Part VI, Line 6 Affiliated health care system EMORY HEALTHCARE IS THE CLINICAL ENTERPRISE OF THE ROBERT W. WOODRUFF HEALTH SCIENCES CENTER OF EMORY UNIVERSITY, WHICH FOCUSES ON PATIENT CARE, EDUCATION OF HEALTH PROFESSIONALS, RESEARCH ADDRESSING HEALTH AND ILLNESS, AND HEALTH POLICIES FOR PREVENTION AND TREATMENT OF DISEASE. A KEY COMPONENT OF THE WOODRUFF HEALTH SCIENCES CENTER IS THE EMORY UNIVERSITY SCHOOL OF MEDICINE, WHICH HAS BEEN AT THE FOREFRONT OF MEDICAL KNOWLEDGE AND RESEARCH, PIONEERING MANY ADVANCES AND PROCEDURES THAT HAVE CHANGED THE FACE OF MEDICAL HISTORY.
Schedule H, Part VI, Line 7 State filing of community benefit report GA
Schedule H (Form 990) 2023
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
2023
Open to Public
Inspection
Name of the organization
Emory University
 
Employer identification number
58-0566256
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) ADVOCATE HEALTH & HOSP CORP
3075 HIGHLAND PWY
DOWNERS GROVE,IL60677
36-2169147 501(c)(3) 15,000       GRANT
(2) AID ATLANTA INC
1438 W PEACHTREE ST NE
ATLANTA,GA30309
58-1537967 501(c)(3) 16,200       GRANT
(3) AIDS FOUNDATION HOUSTON INC
6260 WPARK DR
HOUSTON,TX77057
76-0073661 501(c)(3) 10,000       GRANT
(4) ALBANY AREA PRIMARY HEALTH CARE INC
204 N WESTOVER BLVD
ALBANY,GA31707
58-1344015 501(c)(3) 29,025       RESEARCH/SUBCONTRACT
(5) ALBANY MEDICAL COLLEGE
47 NEW SCOTLAND AVE
ALBANY,NY12208
14-1338310 501(c)(3) 8,000       GRANT
(6) ALBERT EINSTEIN COLLEGE OF MEDICINE
1300 MORRIS PARK AVE
BRONX,NY10461
83-0621846 501(c)(3) 410,996       RESEARCH/SUBCONTRACT
(7) ALLEN INSTITUTE
615 W LAKE AVE N
SEATTLE,WA98109
91-2155317 501(c)(3) 38,979       RESEARCH/SUBCONTRACT
(8) AMERICAN ACADEMY OF NURSING
1000 Vermont Ave NW
WASHINGTON,NY20005
52-2213870 501(c)(3) 36,500       Grant/Sponsorship
(9) AMERICAN CANCER SOCIETY INC
3380 Chastain Mdw Pkw
KENNESAW,DC30144
13-1788491 501(c)(3) 256,626       Grant/Sponsorship
(10) AMERICAN COLLEGE OF RADIOLOGY
1892 PRESTON WHITE DR
RESTON,VA20191
36-2261602 501(c)(3) 14,419       RESEARCH/SUBCONTRACT
(11) AMERICAN NURSES ASSOCIATION
8515 GEORGIA AVE
SILVER SPRING,MD20910
13-1893923 501(c)(6) 17,201       RESEARCH/SUBCONTRACT
(12) AMERICAN UNIVERSITY
4400 MASSACHUSETTS AVE NW
WASHINGTON,DC20016
53-0196549 501(c)(3) 16,726       RESEARCH/SUBCONTRACT
(13) ANDREWS RESEARCH AND EDUCATION FOUNDATION INC
1020 GULF BREEZE PKWY
GULF BREEZE,FL32561
46-5182138 501(c)(3) 12,075       RESEARCH/SUBCONTRACT
(14) ANN & ROBERT H LURIE CHILDRENS HOSPITAL OF CHICAGO
225 E CHICAGO AVE
CHICAGO,IL60611
36-2170833 501(c)(3) 87,374       RESEARCH/SUBCONTRACT
(15) ANTI-DEFAMATION LEAGUE
605 Third Ave
NEW YORK,NY101583560
13-1818723 501(c)(3) 10,000       Grant/Sponsorship
(16) ARIDIS PHARMACEUTICALS INC
983-B UNIVERSITY AVE
LOS GATOS,CA95032
47-2641188   594,897       RESEARCH/SUBCONTRACT
(17) ARIZONA STATE UNIVERSITY
PO BOX 876011
TEMPE,AZ852876011
86-0196696 GOVT 110,415       RESEARCH/SUBCONTRACT
(18) ARKANSAS BLACK GAY MENS FORM
7305 CANTRELL ROAD
LITTLE ROCK,AR72207
84-4309426 501(c)(3) 5,500       RESEARCH/SUBCONTRACT
(19) ASOCIACION PARA LA EDUCACION TEOLOGICA HISPANA INC
PO BOX 677848
ORLANDO,FL32867
58-2022462 501(c)(3) 200,000       GRANT
(20) ASSOCIATION OF DIABETES CARE AND EDUCATION SPECIALISTS
125 SOUTH WACKER DRIVE
CHICAGO,IL60606
51-0161670 501(c)(6) 2,505,403       RESEARCH/SUBCONTRACT
(21) ATLANTA METROPOLITAN STATE COLLEGE
1630 METROPOLITAN PKWY SW
ATLANTA,GA30310
58-1190222 GOVT 25,619       RESEARCH/SUBCONTRACT
(22) ATLANTA PRESS CLUB INC
6300 POWERS FRY RD NW
ATLANTA,GA30339
58-0969761 501(c)(3) 8,000       GRANT
(23) AU MEDICAL CENTER INC
1120 15TH ST FY100
AUGUSTA,GA30912
58-2144788 GOVT 201,075       RESEARCH/SUBCONTRACT
(24) AUGUSTA UNIVERSITY
1120 15TH ST CJ 3301
AUGUSTA,GA30912
58-6002053 GOVT 408,553       RESEARCH/SUBCONTRACT
(25) AUGUSTA UNIVERSITY RESEARCH INSTITUTE INC
1120 15TH ST
AUGUSTA,GA30912
58-1418202 501(c)(3) 498,495       RESEARCH/SUBCONTRACT
(26) BAYLOR COLLEGE OF MEDICINE
1 BAYLOR PLAZA
HOUSTON,TX77030
74-1613878 501(c)(3) 386,659       RESEARCH/SUBCONTRACT
(27) BELMAR PHARMACY
231 VIOLET ST
GOLDEN,CO80401
20-4611466   30,604       RESEARCH/SUBCONTRACT
(28) BENAROYA RESEARCH INSTITUTE AT VIRGINIA MASON
1201 NINTH AVE
SEATTLE,WA98101
91-0653422 501(c)(3) 150,031       RESEARCH/SUBCONTRACT
(29) BETH ISRAEL DEACONESS MEDICAL CENTER INC
330 BROOKLINE AVE
BOSTON,MA02215
04-2103881 501(c)(3) 17,242       RESEARCH/SUBCONTRACT
(30) BIENESTAR HUMAN SERVICES INC
5326 E BEVERLY BLVD
LOS ANGELES,CA90022
95-4505737 501(c)(3) 86,380       RESEARCH/SUBCONTRACT
(31) BOARD OF REGENTS NEVADA SYSTEM OF HIGHER EDUCATION
2601 ENTERPRISE RD
RENO,NV89512
88-6000024 GOVT 359,466       RESEARCH/SUBCONTRACT
(32) BOARD OF REGENTS OF THE UNIVERSITY OF OKLAHOMA
PO BOX 26901
OKLAHOMA CITY,OK73126
73-1563627 GOVT 463,250       RESEARCH/SUBCONTRACT
(33) BOCA RATON REGIONAL HOSPITAL INC
800 MEADOWS ROAD
BOCA RATON,FL33486
59-1006663 501(c)(3) 986,209       RESEARCH/SUBCONTRACT
(34) BOISE STATE UNIVERSITY
1910 UNIVERSITY DR
BOISE,ID837251135
82-0290701 GOVT 38,357       RESEARCH/SUBCONTRACT
(35) BRIGHAM AND WOMENS HOSPITAL INC
75 FRANCIS ST
BOSTON,MA02115
04-2312909 501(c)(3) 537,206       RESEARCH/SUBCONTRACT
(36) BROWN UNIVERSITY OF PROVIDENCE
BOX 1997
PROVIDENCE,RI02912
05-0258809 501(c)(3) 451,737       RESEARCH/SUBCONTRACT
(37) CALIFORNIA INSTITUTE OF TECHNOLOGY
1200 E CALIFORNIA BLVD
PASADENA,CA91125
95-1643307 501(c)(3) 596,552       RESEARCH/SUBCONTRACT
(38) CALIFORNIA STATE UNIVERSITY LONG BEACH RESEARCH FOUNDATION
6300 E STATE UNIVERSITY DR
LONG BEACH,CA90815
95-6106694 501(c)(3) 52,729       RESEARCH/SUBCONTRACT
(39) CANDLER HOSPITAL INCORPORATED
5353 REYNOLDS ST
SAVANNAH,GA31405
58-0593388 501(c)(3) 19,864       RESEARCH/SUBCONTRACT
(40) CARNEGIE MELLON UNIVERSITY
5000 FORBES AVE
PITTSBURGH,PA15213
25-0969449 501(c)(3) 71,340       RESEARCH/SUBCONTRACT
(41) CASE WESTERN RESERVE UNIVERSITY
10900 EUCLID AVE
CLEVELAND,OH44106
34-1018992 501(c)(3) 873,589       RESEARCH/SUBCONTRACT
(42) CEDARS-SINAI MEDICAL CENTER
6500 WILSHIRE BLVD
LOS ANGELES,CA90048
95-1644600 501(c)(3) 244,311       RESEARCH/SUBCONTRACT
(43) CENTERS FOR DISEASE CONTROL & PREVENTION
PO BOX 15580
ATLANTA,GA30333
58-6051157 GOVT 2,084,288       RESEARCH/SUBCONTRACT
(44) CEREBRAL PALSY FOUNDATION INC
3 COLUMBUS CIR
NEW YORK,NY10019
13-6093337 501(c)(3) 40,000       Research/Subcontract
(45) CHEROKEE NATION
P O BOX 1669
TAHLEQUAH,OK74465
73-0757033 GOVT 52,619       RESEARCH/SUBCONTRACT
(46) CHILDREN'S ENVIRONMENTAL HEALTH NETWORK
110 MARYLAND AVE NE
WASHINGTON,DC20002
52-2305620 501(c)(3) 122,420       RESEARCH/SUBCONTRACT
(47) CHILDREN'S HEALTHCARE OF ATLANTA INC
1575 NORTHEAST EXPRESSWAY
ATLANTA,GA30329
58-2367819 501(c)(3) 6,495,432       RESEARCH/SUBCONTRACT
(48) CHILDREN'S HOSPITAL CORPORATION
DBA BOSTON CHILDRENS HOSPITAL
BOSTON,MA022414413
04-2774441 501(c)(3) 204,168       RESEARCH/SUBCONTRACT
(49) CHILDRENS HOSPITAL LOS ANGELES
4650 SUNSET BLVD
LOS ANGELES,CA90027
95-1690977 501(c)(3) 87,287       RESEARCH/SUBCONTRACT
(50) CHILDREN'S HOSPITAL MEDICAL CENTER
3333 BURNET AVE
CINCINNATI,OH45229
31-0833936 501(c)(3) 339,650       RESEARCH/SUBCONTRACT
(51) CHILDREN'S HOSPITAL MEDICAL CENTER OF AKRON
ONE PERKINS SQUARE
AKRON,OH44308
34-0714357 501(c)(3) 13,023       RESEARCH/SUBCONTRACT
(52) CHILDREN'S MERCY HOSPITAL
PO BOX 803852
KANSAS CITY,MO641803852
44-0605373 501(c)(3) 9,518       RESEARCH/SUBCONTRACT
(53) CHILDRENS RESEARCH INSTITUTE
111 MICHIGAN AVE NW
WASHINGTON,DC20010
52-1654453 501(c)(3) 178,309       RESEARCH/SUBCONTRACT
(54) CLARK ATLANTA UNIVERSITY INC
223 JAMES P BRAWLEY DR SW
ATLANTA,GA30314
58-1825259 501(c)(3) 66,648       RESEARCH/SUBCONTRACT
(55) CLEAR ANALYTICS
17121 ASPEN LEAF DR
BOWIE,MD20716
84-4341820   50,400       RESEARCH/SUBCONTRACT
(56) CLEMSON UNIVERSITY
3-131 LEE HALL
CLEMSON,SC29634
57-6000254 GOVT 20,900       Subcontract
(57) COLORADO STATE UNIVERSITY
2002 CAMPUS DELIVERY
FORT COLLINS,CO805232002
84-6000545 GOVT 211,106       RESEARCH/SUBCONTRACT
(58) COLQUITT COUNTY BOH - ELLENTON FARMWORKER CLINIC
1109 N JACKSON ST
ALBANY,GA31701
58-6000356 GOVT 14,376       RESEARCH/SUBCONTRACT
(59) CORNELL UNIVERSITY
PO BOX 22
ITHACA,NY14851
15-0532082 501(c)(3) 475,183       RESEARCH/SUBCONTRACT
(60) COVARSADX CORP
8607 IMPERIAL HWY
DOWNEY,CA90242
88-3778686   365,083       RESEARCH/SUBCONTRACT
(61) CRYOUT TEEN ORGANIZATION
PO BOX 522
TERRY,MS39170
46-0658562 501(c)(3) 33,750       Subcontract
(62) DANA-FARBER CANCER INSTITUTE
P O BOX 412846
BOSTON,MA02241
04-2263040 501(c)(3) 253,633       RESEARCH/SUBCONTRACT
(63) DARTMOUTH HITCHCOCK
1 MEDICAL CTR DR
LEBANON,NH03756
22-2519596 501(c)(3) 62,516       RESEARCH/SUBCONTRACT
(64) DAUGHTERS AGAINST ALZHEIMERS INC
3215 Wood Valley Rd
Atlanta,GA30327
83-1484206 501(c)(3) 15,000       Grant/Sponsorship
(65) DCN DIAGNOSTICS
3193 LIONSHEAD AVE
CARLSBAD,CA92010
20-5531959   4,652,269       RESEARCH/SUBCONTRACT
(66) DECATUR BOOK FESTIVAL INC
500 S COLUMBIA DR
DECATUR,GA30030
20-8669575 501(c)(3) 10,000       GRANT
(67) DENVER HEALTH & HOSPITAL AUTHORITY
PO BOX 17093
DENVER,CO802170093
84-1343242 GOVT 161,892       RESEARCH/SUBCONTRACT
(68) DREXEL UNIVERSITY
3141 CHESTNUT ST
PHILADELPHIA,PA19104
23-1352630 501(c)(3) 38,408       RESEARCH/SUBCONTRACT
(69) DUKE UNIVERSITY
C/O DUKE DIVINITY SCHOOL
DURHAM,NC27710
56-0532129 501(c)(3) 2,072,018       Subcontract/Sponsorship
(70) EAST GEORGIA HEALTHCARE CENTER INC
215 N COLEMAN ST
SWAINSBORO,GA30401
58-2001607 501(c)(3) 20,000       RESEARCH/SUBCONTRACT
(71) EAST TENNESSEE STATE UNIVERSITY
BOX 70732
JOHNSON CITY,TN376140732
62-6021046 GOVT 21,089       RESEARCH/SUBCONTRACT
(72) ECOGNOSIS LLC
77 MAJESTIC AVE
WARWICK,RI02888
92-0725456   46,200       Research/Subcontract
(73) EMORYSAINT JOSEPH'S INC
1440 CLIFTON RD NE
Atlanta,GA30322
45-2721833 501(c)(3) 34,845,945       GRANT
(74) ENVIRONMENTAL COMMUNITY ACTION INC
250 GEORGIA AVE SE
ATLANTA,GA30312
58-1854834 501(c)(3) 135,840       RESEARCH/SUBCONTRACT
(75) FAMILIES FIRST INC
80 JOSEPH E LOWERY BOULEVARD NW
ATLANTA,GA30314
58-1054331 501(c)(3) 35,301       RESEARCH/SUBCONTRACT
(76) FAMILY HEALTH INTERNATIONAL
359 BLACKWELL ST STE 200
DURHAM,NC27701
23-7413005 501(c)(3) 3,114,895       RESEARCH/SUBCONTRACT
(77) FARMWORKER ASSOCIATION OF FLORIDA INC
1264 APOPKA BLVD
APOPKA,FL32703
59-2683978 501(c)(3) 202,449       RESEARCH/SUBCONTRACT
(78) FEMINIST WOMEN'S HEALTH CENTER INC
1924 CLIFF VALY WAY NE
ATLANTA,GA30329
58-1273243 501(c)(3) 150,000       Research/Subcontract
(79) FLORIDA STATE UNIVERSITY
874 TRADITIONS WAY STE 300
TALLAHASSEE,FL32306
59-1961248 GOVT 18,881       RESEARCH/SUBCONTRACT
(80) FOUNDATION FOR ATLANTA VETERANS EDUCATION AND RESEARCH INC
1670 CLAIRMONT RD
DECATUR,GA30033
58-1857346 501(c)(3) 794,951       RESEARCH/SUBCONTRACT
(81) FOUNDATION OF WESLEY WOODS INC
1817 Clifton Rd NE
Atlanta,GA30329
58-1543164 501(c)(3) 6,000       Grant/Sponsorship
(82) FRED HUTCHINSON CANCER CENTER
1100 FAIRVW AVE N
SEATTLE,WA98109
91-1935159 501(c)(3) 7,925,840       RESEARCH/SUBCONTRACT
(83) FRIENDS FOR LIFE CORPORATION
43 N CLEVELAND ST
MEMPHIS,TN38104
62-1511959 501(c)(3) 10,000       GRANT
(84) GENEVA FOUNDATION
950 BROADWAY
TACOMA,WA98402
91-1593913 501(c)(3) 305,363       RESEARCH/SUBCONTRACT
(85) GEORGE MASON UNIVERSITY
4400 UNIVERSITY DR
FAIRFAX,VA22030
54-0836354 GOVT 54,115       RESEARCH/SUBCONTRACT
(86) GEORGE WASHINGTON UNIVERSITY
PO BOX 829896
WASHINGTON,DC20052
53-0196584 501(c)(3) 397,712       RESEARCH/SUBCONTRACT
(87) GEORGE WEST MENTAL HEALTH FOUNDATION INC DBA SKYLAND TRAIL
1961 North Druid Hills Rd NE
Atlanta,VA30329
58-1489941 501(c)(3) 12,500       Grant/Sponsorship
(88) GEORGETOWN UNIVERSITY
37TH AND O STREETS NW
WASHINGTON,DC20057
53-0196603 501(c)(3) 26,199       RESEARCH/SUBCONTRACT
(89) GEORGIA BOARD OF NURSING
237 Coliseum Dr
Macon,GA31217
58-1130945 GOVT 5,337       Grant/Sponsorship
(90) GEORGIA CENTER FOR ONCOLOGY RESEARCH AND EDUCATION INC
50 Hurt Plaza Ste 1415
Atlanta,GA30303
57-1159979 501(c)(3) 5,666       Grant/Sponsorship
(91) GEORGIA COUNCIL FOR RECOVERY INC
2310 PARKLAKE DR NE
ATLANTA,GA30345
58-2045112 501(c)(3) 440,411       RESEARCH/SUBCONTRACT
(92) GEORGIA DEPARTMENT OF PUBLIC HEALTH
2 PEACHTREE ST NW 10TH FL
ATLANTA,GA30303
90-0676388 GOVT 76,944       RESEARCH/SUBCONTRACT
(93) GEORGIA DEPT OF NATURAL RESOURCES
2070 US Hwy 278 SE
Social Circle,GA30025
58-1130945 GOVT 10,000       Grant/Sponsorship
(94) GEORGIA HARM REDUCTION COALITION INC
PO BOX 92670
ATLANTA,GA30314
58-2227958 501(c)(3) 16,200       GRANT
(95) GEORGIA MENTAL HEALTH CONSUMER NETWORK INC
1990 LAKESIDE PKWY
TUCKER,GA30084
58-1981093 501(c)(3) 48,290       RESEARCH/SUBCONTRACT
(96) GEORGIA POLST COLLABORATIVE
950 EAGLES LNDG
STOCKBRIDGE,GA30281
81-5422799 501(c)(3) 42,450       GRANT
(97) GEORGIA PUBLIC HEALTH ASSOCIATION INC
PO Box 1549
Griffin,GA30224
58-1556077 501(c)(3) 10,000       Grant/Sponsorship
(98) GEORGIA PUBLIC LIBRARY SERVICE
270 WASHINGTON ST SW
ATLANTA,GA30334
58-6002348 GOVT 7,980       GRANT
(99) GEORGIA PUBLIC TELLECOMMUNICATIONS COMMISSION
260 14TH STREET NW
ATLANTA,GA303185360
58-1496258 GOVT 10,000       Research/Subcontract
(100) GEORGIA STATE UNIVERSITY
P O BOX 3995
ATLANTA,GA303023995
58-6002050 GOVT 59,782       RESEARCH/SUBCONTRACT
(101) GEORGIA STATE UNIVERSITY FOUNDATION INC
P O BOX 2668
ATLANTA,GA30301
58-6033185 501(c)(3) 1,444,882       RESEARCH/SUBCONTRACT
(102) GEORGIA STATE UNIVERSITY RESEARCH FOUNDATION INC
PO BOX 3999
ATLANTA,GA303023999
58-1845423 501(c)(3) 3,255,910       RESEARCH/SUBCONTRACT
(103) GEORGIA TECH RESEARCH CORPORATION
926 DALNEY STREET NEW
ATLANTA,GA30332
58-0603146 501(c)(3) 9,598,345       RESEARCH/SUBCONTRACT
(104) GEORGIA TRANSPLANT FOUNDATION
885 Woodstock Rd Suite 430-542
Roswell,GA300752274
58-2075193 501(c)(3) 12,500       Grant/Sponsorship
(105) GRADY MEMORIAL HOSPITAL CORPORATION
80 JESSE HILL JUNIOR DR SE
ATLANTA,GA30303
26-2037695 501(c)(3) 2,572,312       RESEARCH/SUBCONTRACT
(106) GREAT PLAINS TRIBAL LEADERS HEALTH BOARD
2611 ELDERBERRY BLVD
RAPID CITY,SD57703
46-0420063 501(c)(3) 127,708       RESEARCH/SUBCONTRACT
(107) GREENLIGHT FUND INC
50 Milk St
Boston,GA02109
20-0407083 501(c)(3) 10,000       Grant/Sponsorship
(108) H LEE MOFFITT CANCER CENTER & RESEARCH INSTITUTE INC
12902 MAGNOLIA DR
TAMPA,FL33612
59-2451713 501(c)(3) 334,564       RESEARCH/SUBCONTRACT
(109) HARVARD PILGRIM HEALTH CARE INC
1 WELLNESS WAY
CANTON,MA02021
04-2452600 501(c)(3) 54,943       RESEARCH/SUBCONTRACT
(110) HAWTHORNE SPATIAL LLC
2100 GOODRICH AVE
SAINT PAUL,MN55105
88-0749332   13,745       RESEARCH/SUBCONTRACT
(111) HEALTH CONNECT SOUTH INC
1950 Lake Park Dr SE
Smyrna,MA30080
46-3967515 501(c)(3) 20,000       Grant/Sponsorship
(112) HEALTH RESEARCH INCORPORATED
150 BROADWAY
MENANDS,NY12204
14-1402155 501(c)(3) 23,793       RESEARCH/SUBCONTRACT
(113) HEALTH THROUGH WALLS INC
13240 NORTH BAYSHORE DRIVE
NORTH MIAMI,FL33181
55-0909719 501(c)(3) 55,000       Research/Subcontract
(114) HEALTHY MOTHERS HEALTHY BABIES COALITION OF GEORGIA INC
2300 HENDERSON MILL RD STE 410
ATLANTA,GA30345
58-1440585 501(c)(3) 10,000       Sponsorship
(115) HENRY FORD HEALTH SYSTEM
ONE FORD PLACE -5F
DETROIT,MI48202
38-1357020 501(c)(3) 7,862       RESEARCH/SUBCONTRACT
(116) HENRY M JACKSON FOUNDATION FOR THE ADVANCEMENT OF MILITARY MEDICINE
6720-A ROCKLEDGE DR STE 100
BETHESDA,MD20817
52-1317896 501(c)(3) 234,893       RESEARCH/SUBCONTRACT
(117) HILL FIRST BAPTIST CHURCH
PO Box 323
ATHENS,GA30603
35-2424558 501(c)(3) 20,000       Grants/Sponsorship
(118) HJF MEDICAL RESEARCH INTERNATIONAL INC
6720 A ROCKLEDGE DR STE 100
BETHESDA,MD20817
52-2322791 501(c)(3) 3,985,560       RESEARCH/SUBCONTRACT
(119) HORIZONS COMMUNITY SOLUTIONS INC
2332 LAKE PARK DR
ALBANY,GA31707
82-0567901 501(c)(3) 15,274       RESEARCH/SUBCONTRACT
(120) HOUSE OF SERENITY INC
5016 RAPAHOE TR
ATLANTA,GA30349
47-3731609 501(c)(3) 10,000       Research/Subcontract
(121) ICAHN SCHOOL OF MEDICINE AT MOUNT SINAI
1 GUSTAVE L LEVY PLACE
NEW YORK,NY10029
13-6171197 501(c)(3) 1,337,002       RESEARCH/SUBCONTRACT
(122) INDIANA UNIVERSITY
1024 EAST 3RD ST RM 132
BLOOMINGTON,IN47405
35-6001673 GOVT 137,797       RESEARCH/SUBCONTRACT
(123) INFORMED HORIZONS EDUCATION INC
1860 MONTREAL RD
TUCKER,GA30084
83-2375324 501(c)(3) 15,000       Grant/Sponsorship
(124) INOTIV INC
2701 KENT AVE
WEST LAFAYETTE,IN47906
35-1345024   138,050       RESEARCH/SUBCONTRACT
(125) INSCOPIX INC
1212 TERRA BELLA AVE
MOUNTAIN VIEW,CA94043
27-3632371   24,847       RESEARCH/SUBCONTRACT
(126) INTER TRIBAL COUNCIL OF MICHIGAN INC
2956 ASHMUN ST
SAULT STE MARIE,MI497833720
38-1893519 501(c)(3) 86,020       RESEARCH/SUBCONTRACT
(127) J CRAIG VENTER INSTITUTE INC
4120 CAPRICORN LN
LA JOLLA,CA92037
52-1842938 501(c)(3) 25,305       RESEARCH/SUBCONTRACT
(128) JAEB CENTER FOR HEALTH RESEARCH FOUNDATION INC
15310 AMBERLY DR
TAMPA,FL33647
59-3187624 501(c)(3) 9,859       RESEARCH/SUBCONTRACT
(129) JOHNS HOPKINS UNIVERSITY
3910 KESWICK RD N4327B
BALTIMORE,MD21211
52-0595110 501(c)(3) 1,277,965       RESEARCH/SUBCONTRACT
(130) KAISER FOUNDATION HOSPITALS
1950 FRANKLIN ST
OAKLAND,CA94612
94-1105628 501(c)(3) 1,291,903       RESEARCH/SUBCONTRACT
(131) KENNEDY KRIEGER CHILDRENS HOSPITAL INC
707 N BROADWAY
BALTIMORE,MD21205
52-0607971 501(c)(3) 15,766       RESEARCH/SUBCONTRACT
(132) KITWARE INC
1712 RTE 9
CLIFTON PARK,NY12065
14-1802694   209,103       RESEARCH/SUBCONTRACT
(133) KLEIN BUENDEL INC
1667 COLE BLVD STE 200
GOLDEN,CO80401
84-1612798   155,812       RESEARCH/SUBCONTRACT
(134) LA JOLLA INSTITUTE OF IMMUNOLOGY
9420 ATHENA CIR
LA JOLLA,CA92037
33-0328688 501(c)(3) 252,954       RESEARCH/SUBCONTRACT
(135) LAGRANGE COLLEGE
601 BRD ST
LAGRANGE,GA30241
58-0566199 501(c)(3) 30,000       Research/Subcontract
(136) LATINO COMMISSION ON AIDS INC
24 W 25TH ST
NEW YORK,NY10010
13-3629466 501(c)(3) 10,000       Research/Subcontract
(137) LEHIGH UNIVERSITY
306 S NEW ST
BETHLEHEM,PA18015
24-0795445 501(c)(3) 38,642       RESEARCH/SUBCONTRACT
(138) LOUISIANA STATE UNIVERSITY AND A&M COLLEGE
204 THOMAS BOYD HALL
BATON ROUGE,LA70803
72-6000848 GOVT 37,812       RESEARCH/SUBCONTRACT
(139) LOVELACE BIOMEDICAL RESEARCH INSTITUTE
2425 RDGCREST DR SE
ALBUQUERQUE,NM87108
85-0110669 501(c)(3) 137,152       RESEARCH/SUBCONTRACT
(140) LSU HEALTH SCIENCES CTR-NEW ORLEANS
433 BOLIVAR ST RM 619
NEW ORLEANS,LA70112
72-6087770 GOVT 180,781       RESEARCH/SUBCONTRACT
(141) LSU HEALTH SCIENCES CTR-SHREVEPORT
PO BOX 33932
SHREVEPORT,LA71130
72-0702002 GOVT 172,696       RESEARCH/SUBCONTRACT
(142) MASS GENERAL BRIGHAM INCORPORATED
399 REVOLUTION DRIVE 645
SOMERVILLE,MA02145
04-3230035 GOVT 7,338       RESEARCH/SUBCONTRACT
(143) MASSACHUSETTS INSTITUTE OF TECHNOLOGY
77 MASSACHUSETTS AVE
CAMBRIDGE,MA02139
04-2103594 501(c)(3) 449,730       RESEARCH/SUBCONTRACT
(144) MAYO CLINIC JACKSONVILLE
200 FIRST ST SW
ROCHESTER,MN55095
59-3337028 GOVT 444,153       RESEARCH/SUBCONTRACT
(145) MCLAREN HEALTH CARE CORPORATION
ONE MCLAREN PARKWAY
GRAND BLANC,MI48439
38-2397643 501(c)(3) 6,000       RESEARCH/SUBCONTRACT
(146) MD ANDERSON CANCER CENTER
PO BOX 4266
HOUSTON,TX77210
74-6001118 GOVT 215,378       RESEARCH/SUBCONTRACT
(147) MEDICAL CENTER OF CENTRAL GEORGIA INC
770 HEMLOCK ST
MACON,GA31201
58-2149128 501(c)(3) 251,070       RESEARCH/SUBCONTRACT
(148) MEDICAL UNIVERSITY OF SOUTH CAROLINA
1 SOUTH PARK CIRCLE
CHARLESTON,SC29407
57-6000722 GOVT 959,319       RESEARCH/SUBCONTRACT
(149) MEDSHARE INTERNATIONAL INC
3240 Clifton Springs Rd
Atlanta,GA306280459
58-2433968 501(c)(3)   54,339 FMV MEDICAL SUPPLIES MEDICAL SUPPLIES
(150) MEMORIAL HEALTH MEADOWS PHYSICIANS
1707 MEADOWS LANE
VIDALIA,GA30474
85-2824108   6,666       RESEARCH/SUBCONTRACT
(151) MEMORIAL SLOAN-KETTERING CANCER CENTER
1275 YORK AVE
NEW YORK,NY10087
13-1924236 501(c)(3) 61,490       RESEARCH/SUBCONTRACT
(152) MERCER UNIVERSITY
1501 MERCER UNIVERSITY DR
MACON,GA31207
58-0566167 501(c)(3) 173,042       RESEARCH/SUBCONTRACT
(153) MERIDIAN EDUCATION RESOURCE GROUP INC
1353 GEORGE W BRUMLEY WAY SE
ATLANTA,GA30317
58-2180056 501(c)(3) 121,510       RESEARCH/SUBCONTRACT
(154) MICHIGAN PUBLIC HEALTH INSTITUTE
2436 WOODLAKE CIR
OKEMOS,MI48864
38-2963835 501(c)(3) 13,771       RESEARCH/SUBCONTRACT
(155) MICHIGAN STATE UNIVERSITY
426 AUDITORIUM RD RM 2
EAST LANSING,MI48824
38-6005984 GOVT 19,240       RESEARCH/SUBCONTRACT
(156) MUSCULAR DYSTROPHY ASSOCIATION
161 N Clark St 3550
Chicago,GA60601
13-1665552 501(c)(3) 6,000       Grant/Sponsorship
(157) NAESM INC
315 14TH ST NW
ATLANTA,GA30318
58-1986941 501(c)(3) 35,582       RESEARCH/SUBCONTRACT
(158) NATIONAL ALLIANCE OF STATE AND TERRITORIAL AIDS DIRECTORS
44 NORTH CAPITAL ST NW 339
WASHINGTON,DC20001
91-1568650 501(c)(3) 215,822       RESEARCH/SUBCONTRACT
(159) NATIONAL ASIAN PACIFIC AMERICAN WOMENS FORUM
4750 N SHERIDAN RD
CHICAGO,IL60640
36-4799986 501(c)(3) 15,782       RESEARCH/SUBCONTRACT
(160) NATIONAL ASSOCIATION OF HISPANIC NURSES INC
201 E Main St
LEXINGTON,IL40507
91-1010677 501(c)(3) 15,000       Grant/Sponsorship
(161) NATIONAL BRAIN TUMOR SOCIETY INC
55 CHAPEL STREET 006
NEWTON,KY02458
04-3068130 501(c)(3) 10,000       Grant/Sponsorship
(162) NATIONAL DISASTER LIFE SUPPORT FOUNDATION INC
1120 15TH ST/AF-2044
AUGUSTA,GA30912
20-1755229 501(c)(3) 104,716       RESEARCH/SUBCONTRACT
(163) NATIONAL FOUNDATION FOR THE CENTERS FOR DISEASE CONTROL AND PREVENTION INC
600 PEACHTREE ST NE 1000
ATLANTA,GA30308
58-2106707 501(c)(3) 183,148       RESEARCH/SUBCONTRACT
(164) NATIONAL JEWISH HEALTH
1400 JACKSON ST
DENVER,CO80206
74-2044647 501(c)(3) 27,035       RESEARCH/SUBCONTRACT
(165) NATIONWIDE CHILDREN'S HOSPITAL
700 CHILDRENS DRIVE
COLUMBUS,OH43205
31-4379441 501(c)(3) 514,344       RESEARCH/SUBCONTRACT
(166) NEIGHBORS BUILDING NEIGHBORHOODS OF MUSKOGEE INC
207 N SECOND ST
MUSKOGEE,OK74401
73-1600003 501(c)(3) 328,492       RESEARCH/SUBCONTRACT
(167) NEW YORK CITY HEALTH AND HOSPITALS CORPORATION
55 WATER ST
NEW YORK,NY10041
13-2655001 GOVT 891,644       RESEARCH/SUBCONTRACT
(168) NEW YORK SOCIETY FOR THE RELIEF OF THE RUPTURED AND CRIPPLED
535 E 70TH ST
NEW YORK,NY10021
13-1624135 501(c)(3) 16,314       RESEARCH/SUBCONTRACT
(169) NEW YORK UNIVERSITY
P O BOX 5166
NEW YORK,NY10087
13-5562308 501(c)(3) 967,003       RESEARCH/SUBCONTRACT
(170) NORTH CAROLINA AIDS ACTION NETWORK
506 RAMSEUR ST STE 1
DURHAM,NC27701
32-0323779 501(c)(3) 10,000       Research/Subcontract
(171) NORTH CAROLINA STATE UNIVERSITY
BOX 7214
RALEIGH,NC27695
56-6000756 GOVT 59,024       RESEARCH/SUBCONTRACT
(172) NORTHEAST GEORGIA PHYSICIANS GROUP INC
743 SPRING ST NE
GAINESVILLE,GA30501
58-2078064 501(c)(3) 259,968       RESEARCH/SUBCONTRACT
(173) NORTHEASTERN UNIVERSITY
360 HUNTINGTON AVE
BOSTON,MA02115
04-1679980 501(c)(3) 18,997       RESEARCH/SUBCONTRACT
(174) NORTHERN CALIFORNIA INSTITUTE FOR RESEARCH AND EDUCATION INC
4150 CLEMENT ST 151 NC
SAN FRANCISCO,CA94121
94-3084159 501(c)(3) 7,778       RESEARCH/SUBCONTRACT
(175) NORTHWESTERN UNIVERSITY
633 CLARK ST
EVANSTON,IL60208
36-2167817 501(c)(3) 565,496       RESEARCH/SUBCONTRACT
(176) OHIO UNIVERSITY
PO BOX 960
ATHENS,OH45701
31-6402113 GOVT 75,205       RESEARCH/SUBCONTRACT
(177) OKLAHOMA MEDICAL RESEARCH FOUNDATION
825 NE 13TH ST
OKLAHOMA CITY,OK73104
73-0580274 501(c)(3) 4,793,047       RESEARCH/SUBCONTRACT
(178) OLON USA LLC
7528 AUBURN RD
CONCORD,OH44077
82-1583049   242,028       RESEARCH/SUBCONTRACT
(179) OPERATION HOPE INC
191 Peachtree St NE
Atlanta,MA30303
95-4378084 501(c)(3) 10,000       Grant/Sponsorship
(180) ORASURE TECHNOLOGIES INC
PO BOX 780518
PHILADELPHIA,PA19178
36-4370966   11,121,005       RESEARCH/SUBCONTRACT
(181) OREGON HEALTH & SCIENCE UNIVERSITY
1121 SW SALMON ST 100
PORTLAND,OR97205
93-1176109 501(c)(3) 271,033       RESEARCH/SUBCONTRACT
(182) OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION
1121 SW SALMON ST 100
PORTLAND,OR97205
23-7083114 501(c)(3) 31,108       RESEARCH/SUBCONTRACT
(183) OREGON STATE UNIVERSITY
1500 SW JEFFERSON WAY
CORVALLIS,OR97331
61-1730890 GOVT 68,995       RESEARCH/SUBCONTRACT
(184) OUT MY CLOSET INC
8128 248 ST
BELLEROSE,NY11426
47-3121843 501(c)(3) 10,000       GRANT
(185) PARENTS AS TEACHERS NATIONAL CENTER INC
6 CITY PLACE
ST LOUIS,MO63141
43-1569124 501(c)(3) 8,369       RESEARCH/SUBCONTRACT
(186) PEROSPHERE TECHNOLOGIES INC
108 MILL PLAIN RD
DANBURY,CT06811
82-2428045   21,477       RESEARCH/SUBCONTRACT
(187) PHOEBE PHYSICIAN GROUP INC
417 THIRD AVE
ALBANY,GA31706
26-3792403 501(c)(3) 310,049       RESEARCH/SUBCONTRACT
(188) PIEDMONT HEALTHCARE INC
1968 PEACHTREE RD NW
ATLANTA,GA30309
58-1503902 501(c)(3) 12,352       RESEARCH/SUBCONTRACT
(189) PRESIDENT AND FELLOWS OF HARVARD COLLEGE
1033 MASSACHUSETTS AVE
BOSTON,MA02138
04-2103580 501(c)(3) 314,956       RESEARCH/SUBCONTRACT
(190) PRIMORDIA BIOSYSTEMS INC
2973 HARBOR BLVD STE 866
COSTA MESA,CA92627
85-3933848   68,698       RESEARCH/SUBCONTRACT
(191) PROVIDENCE HEALTH SYSTEM - SO CALIFORNIA
1801 LIND AVE SW
RENTON,WA98057
51-0216589 501(c)(3) 10,000       RESEARCH/SUBCONTRACT
(192) PROVIDENCE SACRED HEART MEDICAL CENTER
101 W 8TH ST AVE
SPOKANE,WA99204
36-4640211 501(c)(3) 111,934       RESEARCH/SUBCONTRACT
(193) PUBLIC HEALTH INSTITUTE
555 12TH ST STE 600
OAKLAND,CA94607
94-1646278 501(c)(3) 32,651       RESEARCH/SUBCONTRACT
(194) PURDUE UNIVERSITY
2550 NORTHWESTERN AVE
WEST LAFAYETTE,IN47906
35-6002041 GOVT 32,961       RESEARCH/SUBCONTRACT
(195) RAIN INC
601 E 5TH ST
CHARLOTTE,NC28202
56-1825247 501(c)(3) 10,000       GRANT
(196) RALLY FOUNDATION INC
5775 GLENRIDGE DR BLDG B 370
ATLANTA,GA30328
20-1950849 501(c)(3) 20,000       Grant/Sponsorship
(197) RECTOR & VISITORS OF THE UNIVERSITY OF VIRGINIA
1001 N EMMET ST
CHARLOTTESVILLE,VA22904
54-6001796 GOVT 325,830       RESEARCH/SUBCONTRACT
(198) REGENSTRIEF INSTITUTE INC
1101 W 10TH STREET
INDIANAPOLIS,IN46202
30-0007730 501(c)(3) 75,809       RESEARCH/SUBCONTRACT
(199) REGENTS OF THE UNIVERSITY OF CALIFORNIA SAN DIEGO
9500 GILMAN DR MC 0009
LA JOLLA,CA920930009
94-1539563 GOVT 633,001       RESEARCH/SUBCONTRACT
(200) REGENTS OF THE UNIVERSITY OF CALIFORNIA SAN FRANCISCO
1855 FOLSOM ST
SAN FRANCISCO,CA94143
94-6036493 GOVT 1,208,456       RESEARCH/SUBCONTRACT
(201) REGENTS OF THE UNIVERSITY OF CALIFORNIA
1 SHIELDS AVE
DAVIS,CA95616
94-6036494 GOVT 112,549       RESEARCH/SUBCONTRACT
(202) REGENTS OF THE UNIVERSITY OF CALIFORNIA AT BERKELEY
1608 FOURTH ST STE 201
BERKELEY,CA94710
94-6002123 GOVT 310,107       RESEARCH/SUBCONTRACT
(203) REGENTS OF THE UNIVERSITY OF CALIFORNIA AT IRVINE
120 THEORY STE 200
IRVINE,CA92697
95-2226406 GOVT 8,475       RESEARCH/SUBCONTRACT
(204) REGENTS OF THE UNIVERSITY OF CALIFORNIA AT RIVERSIDE
900 UNIVERSITY AVE
RIVERSIDE,CA92521
95-6006142 GOVT 16,250       RESEARCH/SUBCONTRACT
(205) REGENTS OF THE UNIVERSITY OF CALIFORNIA AT SAN DIEGO
9500 GILMAN DR
LA JOLLA,CA92093
95-6006144 GOVT 38,597       RESEARCH/SUBCONTRACT
(206) REGENTS OF THE UNIVERSITY OF CALIFORNIA LOS ANGELES
10920 WILSHORE BLVD STE 500
LOS ANGELES,CA90024
95-6006143 GOVT 135,533       RESEARCH/SUBCONTRACT
(207) REGENTS OF THE UNIVERSITY OF COLORADO
PO BOX 910220
DENVER,CO80291
84-6000555 GOVT 67,151       RESEARCH/SUBCONTRACT
(208) REGENTS OF THE UNIVERSITY OF MICHIGAN
3003 S STATE ST
ANN ARBOR,MI48109
38-6006309 GOVT 2,300,890       RESEARCH/SUBCONTRACT
(209) REGENTS OF THE UNIVERSITY OF MINNESOTA
PO BOX 1450
MINNEAPOLIS,MN554855957
41-6007513 GOVT 1,812,195       RESEARCH/SUBCONTRACT
(210) REGINALD & DIONNE SMITH FOUNDATION INC
1000 PARKWOOD CIR
ATLANTA,GA30339
36-4743736 501(c)(3) 10,000       GRANT
(211) RESEARCH AMERICA
241 18th St S
Arlington,GA22202
52-1609875 501(c)(3) 25,000       Grant/Sponsorship
(212) RESEARCH FOUNDATION FOR THE STATE UNIVERSITY OF NEW YORK
PO BOX 9
ALBANY,NY12201
14-1368361 501(c)(3) 224,876       RESEARCH/SUBCONTRACT
(213) RESEARCH FOUNDATION OF THE CITY UNIVERSITY OF NEW YORK
230 W 41ST ST
NEW YORK,NY10036
13-1988190 501(c)(3) 127,974       RESEARCH/SUBCONTRACT
(214) RESUSCITATION ACADEMY FOUNDATION
PO BOX 947
SEATTLE,WA98111
81-2193189 501(c)(3) 72,917       RESEARCH/SUBCONTRACT
(215) RHO FEDERAL SYSTEMS DIVISION INC
2635 E NC HWY 54
DURHAM,NC27713
56-1927659   1,426,189       RESEARCH/SUBCONTRACT
(216) RHODE ISLAND HOSPITAL
593 EDDY ST
PROVIDENCE,RI02903
05-0258954 501(c)(3) 74,497       RESEARCH/SUBCONTRACT
(217) RUSH UNIVERSITY MEDICAL CENTER
1700 W VAN BUREN ST STE 277
CHICAGO,IL60612
36-2174823 501(c)(3) 336,454       RESEARCH/SUBCONTRACT
(218) RUTGERS HEALTH GROUP INC
83 SOMERSET ST
NEW BRUNSWICK,NJ08901
81-3423110 501(c)(3) 104,990       RESEARCH/SUBCONTRACT
(219) RUTGERS THE STATE UNIVERSITY OF NEW JERSEY
33 KNIGHTSBRG RD
PISCATAWAY,NJ08854
22-6001086 GOVT 279,424       RESEARCH/SUBCONTRACT
(220) SAGE BIONETWORKS
2901 THIRD AVE
SEATTLE,WA98121
26-4489946 501(c)(3) 1,071,519       RESEARCH/SUBCONTRACT
(221) SAINT JOSEPH'S HOSPITAL OF ATLANTA INC
5673 Peachtree Dunwood Rd
Atlanta,GA30342
58-0566257 501(c)(3) 35,452,053       GRANT
(222) SAN DIEGO STATE UNIVERSITY RESEARCH FOUNDATION
5250 CAMPANILE DR
SAN DIEGO,CA92182
95-6042721 501(c)(3) 106,757       RESEARCH/SUBCONTRACT
(223) SANFORD BURNHAM PREBYS MEDICAL DISCOVERY INSTITUTE
10901 N TORREY PINES
LA JOLLA,CA92037
51-0197108 501(c)(3) 52,029       RESEARCH/SUBCONTRACT
(224) SANFORD RESEARCH
2301 EAST 60TH ST N
SIOUX FALLS,SD57104
46-0450378 501(c)(3) 20,265       RESEARCH/SUBCONTRACT
(225) SAVANNAH NEUROLOGY SPECIALISTS PC
6602 WATERS AVENUE
SAVANNAH,GA31406
26-4598467 GOVT 237,266       RESEARCH/SUBCONTRACT
(226) SEATTLE CHILDREN'S HOSPITAL
PO BOX 24728
SEATTLE,WA981240728
91-0564748 501(c)(3) 563,197       RESEARCH/SUBCONTRACT
(227) SHEPHERD CENTER INC
2020 PEACHTREE RD NW
ATLANTA,GA30309
51-0141601 501(c)(3) 72,098       RESEARCH/SUBCONTRACT
(228) SIEMENS MEDICAL SOLUTIONS USA
755 COLLEGE RD E
PRINCETON,NJ08540
22-2417778   126,075       RESEARCH/SUBCONTRACT
(229) SIGNAL GROUP CONSULTING LLC
1750 K ST NW
WASHINGTON,DC20006
71-0870873   460,997       RESEARCH/SUBCONTRACT
(230) SISTERLOVE INC
PO BOX 10558
ATLANTA,GA303100558
58-2016070 501(c)(3) 218,603       RESEARCH/SUBCONTRACT
(231) SPELMAN COLLEGE
350 SPELMAN LN SW
ATLANTA,GA30314
58-0566243 501(c)(3) 32,226       RESEARCH/SUBCONTRACT
(232) SPRINGBOARD HEALTHLAB
5610 VAN FLEET AVE
RICHMOND,CA94804
87-1818608 501(c)(3) 712,181       RESEARCH/SUBCONTRACT
(233) ST JUDE CHILDREN'S RESEARCH HOSPITAL INC
262 DANNY THOMAS PLACE
MEMPHIS,TN38105
62-0646012 501(c)(3) 283,037       RESEARCH/SUBCONTRACT
(234) ST LOUIS UNIVERSITY
221 NORTH GRAND BLVD
ST LOUIS,MO63103
43-0654872 501(c)(3) 84,149       RESEARCH/SUBCONTRACT
(235) ST LUKE LUTHERAN CHURCH OF ATLANTA
3264 Northside Pkwy NW
Atlanta,GA30327
59-1153406 501(c)(3) 20,000       Grants/Sponsorship
(236) STATE UNIVERSITY OF NEW YORK
STATE UNIVERSITY PLAZA
ALBANY,NY12246
14-6013200 GOVT 30,601       RESEARCH/SUBCONTRACT
(237) STETHX MICROSYSTEMS INC
75 5TH ST NW
ATLANTA,GA30308
83-1416475   56,773       RESEARCH/SUBCONTRACT
(238) STONY BROOK FOUNDATION INC
230 ADMINISTRATION BLDG
STONY BROOK,NY11794
11-6077945 501(c)(3) 41,972       RESEARCH/SUBCONTRACT
(239) SYNEOS HEALTH LLC
P O BOX 415914
BOSTON,MA02241
33-0723120   50,927       RESEARCH/SUBCONTRACT
(240) TEXAS BIOMEDICAL RESEARCH INSTITUTE
PO BOX 760549
SAN ANTONIO,TX78245
74-1109630 501(c)(3) 178,344       RESEARCH/SUBCONTRACT
(241) TEXAS TECH UNIVERSITY
2500 BROADWAY W
LUBBOCK,TX79409
75-6002622 GOVT 28,919       RESEARCH/SUBCONTRACT
(242) TEXAS TECH UNIVERSITY HEALTH SCIENCES CENTER
3601 4TH ST
LUBBOCK,TX79430
75-2668014 GOVT 11,519       RESEARCH/SUBCONTRACT
(243) THE ACCESS TO ADVANCED HEALTH INSTITUTE
1616 ELAKE AVE 400
SEATTLE,WA98102
91-1608978 501(c)(3) 28,207       RESEARCH/SUBCONTRACT
(244) THE ADMINISTRATORS OF THE TULANE EDUCATIONAL FUND
1555 POYDRAS ST
NEW ORLEANS,LA70112
72-0423889 501(c)(3) 81,381       RESEARCH/SUBCONTRACT
(245) THE BOARD OF REGENTS OF THE UNIVERSITY OF WISCONSIN SYSTEM
1220 LINDEN DR
MADISON,WI53706
39-1805963 GOVT 209,516       RESEARCH/SUBCONTRACT
(246) THE BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY
485 BROADWAY MAIL CODE 8
REDWOOD CITY,CA94063
94-1156365 501(c)(3) 2,329,806       RESEARCH/SUBCONTRACT
(247) THE BOARD OF TRUSTEES OF THE UNIVERSITY OF ILLINOIS
901 WEST ILLINOIS ST
URBANA,IL61801
37-6000511 GOVT 208,109       RESEARCH/SUBCONTRACT
(248) THE BROAD INSTITUTE INC
415 MAIN ST
CAMBRIDGE,MA02142
26-3428781 501(c)(3) 204,335       RESEARCH/SUBCONTRACT
(249) THE CENTER FOR BLACK WOMENS WELLNESS CBWW INC
477 WINDSOR ST SW STE 309
ATLANTA,GA30312
58-2212203 501(c)(3) 34,056       RESEARCH/SUBCONTRACT
(250) THE CHARLOTTE MECKLENBURG HOSPITAL AUTHORITY
1000 BLYTHE BLVD
CHARLOTTE,NC28203
56-0529945 GOVT 9,600       GRANT
(251) THE CHILDREN'S HOSPITAL OF PHILADELPHIA
3401 CIVIC CENTER BLVD
PHILADELPHIA,PA19104
23-1352166 501(c)(3) 338,642       RESEARCH/SUBCONTRACT
(252) THE CLEVELAND CLINIC FOUNDATION
6801 BRECKSVILLE RD RK1-85
INDEPENDENCE,OH44131
34-0714585 501(c)(3) 49,836       RESEARCH/SUBCONTRACT
(253) THE FEINSTEIN INSTITUTE FOR MEDICAL RESEARCH
972 BRUSH HOLLOW RD
WESTBURY,NY11590
11-2673595 501(c)(3) 1,989,383       RESEARCH/SUBCONTRACT
(254) THE GENERAL HOSPITAL CORPORATION
399 REVOLUTION DRIVE 645
SOMERVILLE,MA02145
04-2697983 GOVT 2,181,513       RESEARCH/SUBCONTRACT
(255) THE GRADY HEALTH FOUNDATION INC
191 PEACHTREE ST NE 820
ATLANTA,GA30303
58-2130437 501(c)(3) 40,000       Grant/Sponsorship
(256) THE JACKSON LABORATORY
610 MAIN ST
BAR HARBOR,ME04609
01-0211513 501(c)(3) 800,397       RESEARCH/SUBCONTRACT
(257) THE MARFAN FOUNDATION INC
22 Manhasset Ave
Port Washington,NY11050
52-1265361 501(c)(3) 10,000       Grant/Sponsorship
(258) THE MASSACHUSETTS GENERAL HOSPITAL
399 REVOLUTION DRIVE 645
SOMERVILLE,MA02145
04-1564655 GOVT 135,394       RESEARCH/SUBCONTRACT
(259) THE MCLEAN HOSPITAL CORPORATION
399 REVOLUTION DRIVE 645
SOMERVILLE,MA02145
04-2697981 GOVT 42,261       RESEARCH/SUBCONTRACT
(260) THE MEDICAL CENTER INC
710 CENTER ST
COLUMBUS,GA31901
58-1685139 501(c)(3) 24,690       RESEARCH/SUBCONTRACT
(261) THE MEDICAL COLLEGE OF WISCONSIN INC
8701 WATERTOWN PLANK RD
MILWAUKEE,WI53226
39-0806261 501(c)(3) 82,619       RESEARCH/SUBCONTRACT
(262) THE MIRIAM HOSPITAL
164 SUMMIT AVE
PROVIDENCE,RI02906
05-0258905 501(c)(3) 254,636       RESEARCH/SUBCONTRACT
(263) THE MOREHOUSE SCHOOL OF MEDICINE
720 WVW DR SW
ATLANTA,GA30310
58-1438873 501(c)(3) 3,972,683       RESEARCH/SUBCONTRACT
(264) THE NEMOURS FOUNDATION
10140 CENTURION PARKWAY N
JACKSONVILLE,FL32256
59-0634433 501(c)(3) 8,244       RESEARCH/SUBCONTRACT
(265) THE NORTHSIDE HOSPITAL FOUNDATION INC
1000 JOHNSON FRY RD NE
ATLANTA,GA30342
58-1653541 501(c)(3) 29,883       RESEARCH/SUBCONTRACT
(266) THE OHIO STATE UNIVERSITY
1960 KENNY RD
COLUMBUS,OH43210
31-6025986 GOVT 708,514       RESEARCH/SUBCONTRACT
(267) THE PENNSYLVANIA STATE UNIVERSITY
201 OLD MAIN
UNIVERSITY PARK,PA16802
24-6000376 GOVT 215,271       RESEARCH/SUBCONTRACT
(268) THE POPULATION COUNCIL INC
1 DAG HAMMARSKJOLD PLAZA
NEW YORK,NY10017
13-1687001 501(c)(3) 29,247       RESEARCH/SUBCONTRACT
(269) THE POVERELLO CENTER INC
2056 N DIXIE HWY
WILTON MANORS,FL33305
65-0056218 501(c)(3) 10,000       GRANT
(270) THE RAND CORPORATION
1776 MAIN ST
SANTA MONICA,CA904072138
95-1958142 501(c)(3) 67,183       RESEARCH/SUBCONTRACT
(271) THE SALK INSTITUTE FOR BIOLOGICAL STUDIES
10010 N TORREY PINES RD
LA JOLLA,CA920371002
95-2160097 501(c)(3) 206,717       RESEARCH/SUBCONTRACT
(272) THE SCRIPPS RESEARCH INSTITUTE
10010 N TORREY PINES RD
LA JOLLA,CA92037
33-0435954 501(c)(3) 87,623       RESEARCH/SUBCONTRACT
(273) THE TASK FORCE FOR GLOBAL HEALTH INC
330 W PONCE DE LEON AVE
DECATUR,GA30030
58-1698648 501(c)(3) 918,820       RESEARCH/SUBCONTRACT
(274) THE UNIVERSITY OF ARIZONA
P O BOX 41867
TUCSON,AZ85717
74-2652689 GOVT 22,472       RESEARCH/SUBCONTRACT
(275) THE UNIVERSITY OF ARKANSAS FOR MEDICAL SCIENCES
4301 W MARKHAM ST
LITTLE ROCK,AR72205
71-6046242 GOVT 65,703       RESEARCH/SUBCONTRACT
(276) THE UNIVERSITY OF MASSACHUSETTS
55 LAKE AVE N
WORCESTER,MA01655
04-3167352 GOVT 255,648       RESEARCH/SUBCONTRACT
(277) THE UNIVERSITY OF MISSOURI
230 JESSE HALL
COLUMBIA,MO65211
43-6003859 GOVT 8,362       RESEARCH/SUBCONTRACT
(278) THE UNIVERSITY OF TEXAS AT AUSTIN
PO BOX 7159
AUSTIN,TX787137159
74-6000203 GOVT 642,479       RESEARCH/SUBCONTRACT
(279) THE UNIVERSITY OF TEXAS AT SAN ANTONIO
1 UTSA CIR
SAN ANTONIO,TX78249
74-1717115 GOVT 55,245       RESEARCH/SUBCONTRACT
(280) THE UNIVERSITY OF TEXAS HEALTH SCIENCE CENTER AT SAN ANTONIA
7703 FLOYD CURL DR
SAN ANTONIO,TX78229
74-1586031 GOVT 37,315       RESEARCH/SUBCONTRACT
(281) THE UNIVERSITY OF TOLEDO
2801 BANCROFT ST
TOLEDO,OH43606
34-6401483 GOVT 6,303       RESEARCH/SUBCONTRACT
(282) THE WISTAR INSTITUTE OF ANATOMY & BIOLOGY
3601 SPRUCE ST
PHILADELPHIA,PA19104
23-6434390 501(c)(3) 100,187       RESEARCH/SUBCONTRACT
(283) THOMAS JEFFERSON UNIVERSITY
1101 MARKET ST
PHILADELPHIA,PA19107
23-1352651 501(c)(3) 56,826       RESEARCH/SUBCONTRACT
(284) TJ MARTELL FOUNDATION
2817 West End Ave Suite 126 206
NASHVILLE,TN37203
51-0180178 501(c)(3) 8,000       Grants/Sponsorship
(285) TRANSFORMATIONS YOUTH GROUP
7416 WORNALL ROAD
KANSAS CITY,MO64114
83-2753730 501(c)(3) 10,000       GRANT
(286) TRUE COLORS THEATRE COMPANY
887 W MARIETTA ST
ATLANTA,GA30318
03-0456341 501(c)(3) 10,000       GRANT
(287) TRUSTEES OF BOSTON UNIVERSITY
881 COMMONWEALTH AVE 4TH FL
BOSTON,MA02215
04-2103547 501(c)(3) 531,477       RESEARCH/SUBCONTRACT
(288) TRUSTEES OF DARTMOUTH COLLEGE
11 ROPE FRY RD 6210
HANOVER,NH037551404
02-0222111 501(c)(3) 369,410       RESEARCH/SUBCONTRACT
(289) TRUSTEES OF PRINCETON UNIVERSITY
701 CARNEGIE CTR STE 445
PRINCETON,NJ08540
21-0634501 501(c)(3) 115,311       RESEARCH/SUBCONTRACT
(290) TRUSTEES OF THE COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK
PO BOX 29789 GENERAL POST OFC
NEW YORK,NY100879789
13-5598093 501(c)(3) 1,449,492       RESEARCH/SUBCONTRACT
(291) TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA
PO BOX 785541
PHILADELPHIA,PA19178
23-1352685 501(c)(3) 2,279,781       RESEARCH/SUBCONTRACT
(292) TRUSTEES OF TUFTS COLLEGE
136 HARRISON AVE
BOSTON,MA02111
04-2103634 501(c)(3) 23,143       RESEARCH/SUBCONTRACT
(293) TUFTS MEDICAL CENTER INC
800 WASHINGTON ST
BOSTON,MA02111
04-3400617 501(c)(3) 49,334       RESEARCH/SUBCONTRACT
(294) UNIVERSITY CORPORATION FOR ATMOSPHERIC
PO BOX 3000
BOULDER,CO80307
84-0412668 501(c)(3) 87,998       RESEARCH/SUBCONTRACT
(295) UNIVERSITY OF ALABAMA AT BIRMINGHAM
1720 SECOND AVE S
BIRMINGHAM,AL35233
63-6005396 GOVT 1,850,123       RESEARCH/SUBCONTRACT
(296) UNIVERSITY OF ARKANSAS
1 UNIVERSITY OF ARKANSAS
FAYETTEVILLE,AR72701
71-0236904 GOVT 57,984       RESEARCH/SUBCONTRACT
(297) UNIVERSITY OF CHICAGO
6054 S DREXEL AVE
CHICAGO,IL60637
36-2177139 501(c)(3) 671,087       RESEARCH/SUBCONTRACT
(298) UNIVERSITY OF CINCINNATI
2600 CLIFTON AVE
CINCINNATI,OH45221
31-6000989 GOVT 271,380       RESEARCH/SUBCONTRACT
(299) UNIVERSITY OF CONNECTICUT HEALTH CENTER
263 FARMINGTON AVE
FARMINGTON,CT06030
52-1725543 GOVT 73,602       RESEARCH/SUBCONTRACT
(300) UNIVERSITY OF FLORIDA
1250 EAST CAMPUS OFFICE BLDG
GAINESVILLE,FL32611
59-6002052 GOVT 1,375,818       RESEARCH/SUBCONTRACT
(301) UNIVERSITY OF GEORGIA
270 WASHINGTON ST SW
ATLANTA,GA32611
58-6001998 GOVT 104,614       RESEARCH/SUBCONTRACT
(302) UNIVERSITY OF GEORGIA RESEARCH FOUNDATION INC
E BROAD ST
ATHENS,GA30602
58-1353149 501(c)(3) 4,874,867       RESEARCH/SUBCONTRACT
(303) UNIVERSITY OF IOWA
201 S CLINTON ST
IOWA CITY,IA52242
42-6004813 GOVT 167,201       RESEARCH/SUBCONTRACT
(304) UNIVERSITY OF KANSAS
3901 RAINBOW BLVD MS 1039
KANSAS CITY,KS66160
48-1124839 GOVT 83,567       RESEARCH/SUBCONTRACT
(305) UNIVERSITY OF KENTUCKY RESEARCH FOUNDATION
301 PETERSON SERVICE BUILDING
LEXINGTON,KY40506
61-6033693 501(c)(3) 73,930       RESEARCH/SUBCONTRACT
(306) UNIVERSITY OF LOUISIANA LAFAYETTE
P O BOX 42570
LAFAYETTE,LA70504
72-6000820 GOVT 422,231       RESEARCH/SUBCONTRACT
(307) UNIVERSITY OF LOUISVILLE RESEARCH FOUNDATION
2215 S BROOK ST
LOUISVILLE,KY40208
61-1029626 501(c)(3) 397,678       RESEARCH/SUBCONTRACT
(308) UNIVERSITY OF MARYLAND
7901 REGENTS DR
COLLEGE PARK,MD20742
52-6002033 GOVT 3,383,682       RESEARCH/SUBCONTRACT
(309) UNIVERSITY OF MIAMI
PO BOX 248106
CORAL GABLES,FL33124
59-0624458 501(c)(3) 373,294       RESEARCH/SUBCONTRACT
(310) UNIVERSITY OF MISSISSIPPI MEDICAL CENTER
2500 N STATE ST
JACKSON,MS39213
64-6008520 GOVT 17,526       RESEARCH/SUBCONTRACT
(311) UNIVERSITY OF MONTANA
32 CAMPUS DR
MISSOULA,MT59812
81-6001713 GOVT 69,344       RESEARCH/SUBCONTRACT
(312) UNIVERSITY OF NEBRASKA BOARD OF REGENTS
3835 HOLDREGE ST
LINCOLN,NE68583
47-0049123 GOVT 3,691,063       RESEARCH/SUBCONTRACT
(313) UNIVERSITY OF NEW MEXICO
1 UNIVERSITY OF NEW MEXICO
ALBUQUERQUE,NM87131
85-6000642 GOVT 186,388       RESEARCH/SUBCONTRACT
(314) UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL
104 AIRPORT DRIVE CB1270
CHAPEL HILL,NC27599
56-6001393 GOVT 1,876,599       RESEARCH/SUBCONTRACT
(315) UNIVERSITY OF NORTH CAROLINA GREENSBORO
2511 MHRA BLDG
GREENSBORO,NC27402
56-6001468 GOVT 37,124       RESEARCH/SUBCONTRACT
(316) UNIVERSITY OF OREGON
5219 UNIVERSITY OF OREGON
EUGENE,OR97403
46-4727800 GOVT 296,543       RESEARCH/SUBCONTRACT
(317) UNIVERSITY OF PITTSBURGH
4200 FIFTH AVE
PITTSBURGH,PA15260
25-0965591 GOVT 2,505,415       RESEARCH/SUBCONTRACT
(318) UNIVERSITY OF PUERTO RICO
PO BOX 365067 RM B622
SAN JUAN,PR009365067
66-0433762 GOVT 68,973       RESEARCH/SUBCONTRACT
(319) UNIVERSITY OF ROCHESTER
601 ELMWOOD AVE
ROCHESTER,NY14642
16-0743209 GOVT 222,636       RESEARCH/SUBCONTRACT
(320) UNIVERSITY OF SOUTH CAROLINA
1600 HAMPTON STREE
COLUMBIA,SC29208
57-6001153 GOVT 112,077       RESEARCH/SUBCONTRACT
(321) UNIVERSITY OF SOUTH FLORIDA
4202 E FOWLER AVE
TAMPA,FL33620
59-3102112 GOVT 248,217       RESEARCH/SUBCONTRACT
(322) UNIVERSITY OF SOUTHERN CALIFORNIA
3500 S FIGUEROA ST
LOS ANGELES,CA900898001
95-1642394 GOVT 299,451       RESEARCH/SUBCONTRACT
(323) UNIVERSITY OF TENNESSEE
1502 CUMBERLAND AVE
KNOXVILLE,TN37996
62-6001636 GOVT 834,704       RESEARCH/SUBCONTRACT
(324) UNIVERSITY OF TEXAS
110 INNER CAMPUS DR
AUSTIN,TX78712
74-1761309 GOVT 218,917       RESEARCH/SUBCONTRACT
(325) UNIVERSITY OF TEXAS HEALTH SCIENCE CENTER AT HOUSTON
PO BOX 301418
DALLAS,TX753031418
74-1761309 GOVT 336,233       RESEARCH/SUBCONTRACT
(326) UNIVERSITY OF TEXAS MEDICAL BRANCH AT GALVESTON
301 UNIVERSITY BLVD
GALVESTON,TX77555
74-6000949 GOVT 1,336,359       RESEARCH/SUBCONTRACT
(327) UNIVERSITY OF TEXAS SOUTHWESTERN MEDICAL
5323 HARRY HINES BLVD
DALLAS,TX75390
79-7926032 GOVT 1,254,205       RESEARCH/SUBCONTRACT
(328) UNIVERSITY OF UTAH
2000 CIR OF HOPE DR
SALT LAKE CITY,UT84112
87-6000525 GOVT 368,252       RESEARCH/SUBCONTRACT
(329) UNIVERSITY OF VERMONT AND STATE AGRICULTURAL COLLEGE
85 S PROSPECT ST
BURLINGTON,VT05405
03-0179440 GOVT 89,430       RESEARCH/SUBCONTRACT
(330) UNIVERSITY OF WASHINGTON
1410 NE CAMPUS PKWY
SEATTLE,WA98195
91-6001537 GOVT 2,513,239       RESEARCH/SUBCONTRACT
(331) UNIVERSITY PHYSCIANS INCORPORATED
PO BOX 110247
AURORA,CO80045
74-2161737 501(c)(3) 917,649       RESEARCH/SUBCONTRACT
(332) UTAH STATE UNIVERSITY
2400 OLD MAIN HILL
LOGAN,UT84322
87-6000528 GOVT 241,893       RESEARCH/SUBCONTRACT
(333) VAN ANDEL RESEARCH INSTITUTE
333 BOSTWICK AVE NE
GRAND RAPIDS,MI495032518
52-2000823 501(c)(3) 230,584       RESEARCH/SUBCONTRACT
(334) VANDERBILT UNIVERSITY
2301 VANDERBILT PLACE
NASHVILLE,TN37240
62-0476822 501(c)(3) 558,988       RESEARCH/SUBCONTRACT
(335) VANDERBILT UNIVERSITY MEDICAL CENTER
1161 21ST AVE S
NASHVILLE,TN37232
35-2528741 501(c)(3) 333,474       RESEARCH/SUBCONTRACT
(336) VETERANS HEALTH ADMINISTRATION
1660 S COLUMBIAN WAY
SEATTLE,WA98108
91-0565166 GOVT 59,859       RESEARCH/SUBCONTRACT
(337) VETERANS MEDICAL RESEARCH FOUNDATION OF SAN DIEGO
3350 LA JOLLA VILLAGE DR
SAN DIEGO,CA92161
13-3018939 501(c)(3) 90,477       RESEARCH/SUBCONTRACT
(338) VIRGINIA COMMONWEALTH UNIVERSITY
BOX 843039
RICHMOND,VA23284
54-6001758 GOVT 55,836       RESEARCH/SUBCONTRACT
(339) VIRGINIA POLYTECHNIC INSTITUTE AND STATE UNIVERSITY
300 TURNER ST NW STE 4200
BLACKSBURG,VA24061
54-6001805 GOVT 330,315       RESEARCH/SUBCONTRACT
(340) VITALANT
9305 E VIA DE VENTURA
SCOTTSDALE,AZ85258
86-0098929 501(c)(3) 31,833       RESEARCH/SUBCONTRACT
(341) WABE FOUNDATION INC
740 Bismark Rd NE
Atlanta,NY30324
84-3475573 501(c)(3) 25,000       Grant/Sponsorship
(342) WAKE FOREST UNIVERSITY
1834 WAKE FOREST RD
WINSTONSALEM,NC27109
56-0532138 501(c)(3) 49,610       RESEARCH/SUBCONTRACT
(343) WAKE FOREST UNIVERSITY HEALTH SCIENCES
MEDICAL CENTER BLVD
WINSTONSALEM,NC27102
22-3849199 501(c)(3) 86,406       RESEARCH/SUBCONTRACT
(344) WASHINGTON UNIVERSITY
7425 FOSYTH BLVD
ST LOUIS,MO63105
43-0653611 501(c)(3) 942,295       RESEARCH/SUBCONTRACT
(345) WAYNE STATE UNIVERSITY
5700 CASS AVE
DETROIT,MI48202
38-6028429 GOVT 365,588       RESEARCH/SUBCONTRACT
(346) WE LOVE BUFORD HIGHWAY INC
PO BOX 14723
ATLANTA,GA30324
82-2154696 501(c)(3) 10,000       GRANT
(347) WEILL CORNELL MEDICAL COLLEGE
P O BOX 22371
NEW YORK,NY100872371
13-1623978 501(c)(3) 778,083       RESEARCH/SUBCONTRACT
(348) WESTAT INC
PO BOX 1004
ROCKVILLE,MD20850
84-0529566   194,889       RESEARCH/SUBCONTRACT
(349) WESTERN WASHINGTON UNIVERSITY
516 HIGH ST
BELLINGHAM,WA98225
91-6000562 GOVT 58,388       RESEARCH/SUBCONTRACT
(350) WILLIAM MARCH RICE UNIVERSITY
6100 MAIN ST
HOUSTON,TX77005
74-1109620 501(c)(3) 166,458       RESEARCH/SUBCONTRACT
(351) WUQU KAWOQ SA
13 NORTH ROAD
BETHEL,VT05032
20-8741625 501(c)(3) 108,961       RESEARCH/SUBCONTRACT
(352) YALE UNIVERSITY
PO BOX 1873
NEW HAVEN,CT06508
06-0646973 501(c)(3) 2,705,679       RESEARCH/SUBCONTRACT
(353) ZABBIO INC
6061 LUSK BLVD STE C105
SAN DIEGO,CA92121
82-2969965   22,516       RESEARCH/SUBCONTRACT
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
328
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
25
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2023

Schedule I (Form 990) 2023
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) Emory University grants & assistance 11324 365,803,424      
(2) ASSISTANCE TO CANCER PATIENTS 1500 110,072      
(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
Schedule I, Part III EMORY UNIVERSITY'S STUDENT AID AWARDS CONSIST OF NEED-BASED AND MERIT-BASED AWARDS. MERIT-BASED FUNDING IS AWARDED BASED UPON DONOR PREFERENCES AND RESTRICTIONS OR INSTITUTIONAL ACADEMIC CRITERIA. NEED-BASED AID IS AWARDED BASED UPON INSTITUTIONAL METHODOLOGY, A STANDARD NEED ANALYSIS FORMULA GENERALLY PRACTICED BY OTHER PRIVATE, NON-PROFIT PEER INSTITUTIONS. STUDENT FINANCIAL AID IS AWARDED TO STUDENTS FOR EDUCATIONAL PURPOSES. AWARD AMOUNTS ARE CONTROLLED BY EDUCATIONAL COSTS ESTABLISHED BY THE INSTITUTION AND STUDENT PROGRESS IS EVALUATED AT KEY POINTS IN THE STUDENT LIFECYCLE IF THE AWARD HAS CONTINGENCIES THAT REQUIRE SUCH. DISBURSEMENT CONTROLS ARE IN PLACE THAT REQUIRE DIRECT COSTS BE PAID PRIOR TO PROVIDING REFUNDS FOR NON-DIRECT EDUCATIONAL EXPENSES.
Schedule I, Part III, Column (b) ASSISTANCE TO CANCER PATIENTS: GAS CARDS, CAB & UBER RIDES AND OVERNIGHT ACCOMODATIONS ARE PROVIDED TO CANCER PATIENTS IN ACTIVE TREATMENT. THE ESTIMATED NUMBER IS BASED ON AN AVERAGE SPEND PER PATIENT. DETAILED RECORDS ARE NOT MAINTAINED.
Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. EMORY UNIVERSITY IS RESPONSIBLE FOR ENSURING THAT IT COMMUNICATES THE RELEVANT AND NECESSARY INFORMATION CONTAINED IN SUBCONTRACTED AWARD DOCUMENTS TO THE SUBRECIPIENTS. THE OFFICE OF SPONSORED PROGRAMS MAINTAINS A COPY OF THE SUBCONTRACT AGREEMENT, WHICH STIPULATES THE TERMS OF THE AWARD AND IS SIGNED BY REPRESENTATIVES OF BOTH EMORY UNIVERSITY AND THE SUBRECIPIENT ORGANIZATION. THIS AGREEMENT INDICATES THAT THE SUBRECIPIENT UNDERSTANDS AND IS AWARE OF THE AWARD REQUIREMENTS. IN ADDITION, IF THERE ARE ANY FURTHER CHANGES TO THE AGREEMENT, AN AMENDMENT TO THE AGREEMENT IS GENERATED AND SIGNED BY THE REPRESENTATIVE OF EMORY UNIVERSITY AND THE SUBRECIPIENT.
Schedule I (Form 990) 2023



Additional Data


Software ID: 23017437
Software Version: 2023v6.0


Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
medium right arrow graphic Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
medium right arrow graphic Attach to Form 990.
medium right arrow graphic Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
Name of the organization
Emory University
 
Employer identification number

58-0566256
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
Yes
 
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
Yes
 
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
 
No
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
Yes
 
9
If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
Yes
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2023

Schedule J (Form 990) 2023
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, 1099-MISC compensation, and/or 1099-NEC (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
1GREGORY FENVES
President
(i)

(ii)
1,412,520
-------------
0
309,096
-------------
0
136,987
-------------
0
461,540
-------------
0
105,798
-------------
0
2,425,941
-------------
0
0
-------------
0
2JONATHAN S LEWIN MD
Former Officer
(i)

(ii)
837,317
-------------
841,498
0
-------------
0
396
-------------
33,576
295,199
-------------
0
3,966
-------------
11,033
1,136,878
-------------
886,107
0
-------------
0
3PAUL P MARTHERS
Former Officer
(i)

(ii)
399,639
-------------
0
0
-------------
0
0
-------------
0
29,700
-------------
0
34,629
-------------
0
463,968
-------------
0
0
-------------
0
4STEPHEN D SENCER
Former Officer
(i)

(ii)
0
-------------
375,000
0
-------------
0
0
-------------
0
0
-------------
0
0
-------------
0
0
-------------
375,000
0
-------------
0
5DAVID STEPHENS MD
Former Interim EVPHA
(i)

(ii)
591,549
-------------
238,127
50,000
-------------
261,804
2,039
-------------
4,854
39,935
-------------
0
149
-------------
318
683,672
-------------
505,103
0
-------------
0
6CLAIRE STERK
Former Officer
(i)

(ii)
365,630
-------------
0
0
-------------
0
0
-------------
0
29,700
-------------
0
12,695
-------------
0
408,025
-------------
0
0
-------------
0
7JAN LOVE
Former Officer
(i)

(ii)
455,420
-------------
0
0
-------------
0
12,645
-------------
0
29,700
-------------
0
14,045
-------------
0
511,810
-------------
0
0
-------------
0
8CHRISTOPHER AUGOSTINI
See Schedule J, Part III
(i)

(ii)
1,965,433
-------------
0
0
-------------
0
883,300
-------------
0
329,700
-------------
0
29,328
-------------
0
3,207,761
-------------
0
0
-------------
0
9ALLISON DYKES JOHNSON
VP - University Secretary
(i)

(ii)
490,740
-------------
0
0
-------------
0
457,105
-------------
0
29,700
-------------
0
41,033
-------------
0
1,018,578
-------------
0
456,405
-------------
0
10DELBRIDGE KING
VP - Human Resources
(i)

(ii)
410,330
-------------
0
0
-------------
0
0
-------------
0
29,700
-------------
0
26,005
-------------
0
466,035
-------------
0
0
-------------
0
11THERESA MILAZZO
VP - Human Resources
(i)

(ii)
413,830
-------------
0
10,000
-------------
0
0
-------------
0
29,700
-------------
0
14,128
-------------
0
467,658
-------------
0
0
-------------
0
12SRINIVAS PULAVARTI
VP-Chief Investment Officer
(i)

(ii)
1,110,797
-------------
0
2,062,500
-------------
0
73,260
-------------
0
29,700
-------------
0
21,605
-------------
0
3,297,862
-------------
0
0
-------------
0
13BELVA WHITE
VP of Finance and Treasury
(i)

(ii)
495,542
-------------
0
0
-------------
0
800
-------------
0
29,700
-------------
0
33,526
-------------
0
559,568
-------------
0
0
-------------
0
14RAVI BELLAMKONDA
Provost/Exec VP, Acad Affairs
(i)

(ii)
930,843
-------------
0
0
-------------
0
131,021
-------------
0
166,125
-------------
0
35,351
-------------
0
1,263,340
-------------
0
0
-------------
0
15AMY ADELMAN
Interim SVP General Counsel
(i)

(ii)
658,542
-------------
0
0
-------------
0
0
-------------
0
29,700
-------------
0
21,314
-------------
0
709,556
-------------
0
0
-------------
0
16Joon S Lee MD
CEO, Emory Healthcare
(i)

(ii)
0
-------------
953,979
0
-------------
1,537,706
0
-------------
3,175
0
-------------
300,000
0
-------------
20,856
0
-------------
2,815,716
0
-------------
0
17Ravi Thadhani MD MPH
See Schedule J, Part III
(i)

(ii)
2,469,421
-------------
0
421,592
-------------
640,000
2,189,591
-------------
0
29,700
-------------
0
10,498
-------------
26,377
5,120,802
-------------
666,377
0
-------------
0
18John Ellis
Interim Chief Information Officer; Sr Vice Provost for Information Technology
(i)

(ii)
456,680
-------------
0
0
-------------
0
0
-------------
0
29,700
-------------
0
36,988
-------------
0
523,368
-------------
0
0
-------------
0
19GREG ANDERSON
Former Key Employee
(i)

(ii)
335,235
-------------
0
0
-------------
44,636
1,779
-------------
25
23,100
-------------
0
43,006
-------------
2,274
403,120
-------------
46,935
0
-------------
0
20LIZ DAUNT-SAMFORD
Former Key Employee
(i)

(ii)
339,325
-------------
0
0
-------------
45,900
473
-------------
0
23,100
-------------
0
4,704
-------------
19,378
367,602
-------------
65,278
0
-------------
0
21SHEILA SANDERS
Former Key Employee
(i)

(ii)
0
-------------
134,850
0
-------------
135,408
0
-------------
72,879
0
-------------
8,223
0
-------------
9,180
0
-------------
360,540
0
-------------
0
22SARA SHOCKLEY
Former Key Employee
(i)

(ii)
0
-------------
301,002
0
-------------
62,867
0
-------------
705
0
-------------
21,416
0
-------------
17,872
0
-------------
403,862
0
-------------
0
23WILLIAM BORNSTEIN MD
CMO & CQPSO (EHC)
(i)

(ii)
0
-------------
756,251
0
-------------
458,888
0
-------------
130,003
0
-------------
137,879
0
-------------
30,825
0
-------------
1,513,846
0
-------------
2,271
24DEBORAH BRUNER
SVP RESEARCH
(i)

(ii)
525,381
-------------
0
0
-------------
0
166
-------------
0
29,700
-------------
0
26,199
-------------
0
581,446
-------------
0
0
-------------
0
25CARLA CHANDLER
Hospital Group VP & CFO (EHC)
(i)

(ii)
0
-------------
292,099
0
-------------
165,000
0
-------------
200,319
0
-------------
18,540
0
-------------
2,269
0
-------------
678,227
0
-------------
0
26CARLOS DEL RIO MD
Interim Dean, School of Medicine
(i)

(ii)
797,700
-------------
22,467
187,156
-------------
0
396
-------------
2,030
30,673
-------------
0
968
-------------
11,033
1,016,893
-------------
35,530
0
-------------
0
27BRYCE GARTLAND MD
Hospital Group President EHC
(i)

(ii)
0
-------------
841,043
0
-------------
745,069
0
-------------
950,337
0
-------------
24,319
0
-------------
240,369
0
-------------
2,801,137
0
-------------
390,005
28PATRICK HAMMOND
Chief Market Services Officer, EHC
(i)

(ii)
0
-------------
578,962
0
-------------
192,518
0
-------------
97,451
0
-------------
110,418
0
-------------
45,442
0
-------------
1,024,791
0
-------------
4,566
29JOSHUA R NEWTON
SVP - Adv. & Alum. Engagement
(i)

(ii)
758,681
-------------
0
0
-------------
0
66,800
-------------
0
139,612
-------------
0
33,882
-------------
0
998,975
-------------
0
0
-------------
0
30DANIEL OWENS
CEO - Emory University Hospital Midtown
(i)

(ii)
602,059
-------------
0
360,600
-------------
179,747
497,259
-------------
50,703
23,100
-------------
0
352,066
-------------
26,024
1,835,084
-------------
256,474
0
-------------
105,492
31SHARON PAPPAS
Chief Nursing Officer - EHC
(i)

(ii)
0
-------------
493,755
0
-------------
150,294
0
-------------
84,308
0
-------------
94,644
0
-------------
27,824
0
-------------
850,825
0
-------------
304
32DANE PETERSON
Interim CEO - EHC
(i)

(ii)
0
-------------
331,376
0
-------------
680,400
0
-------------
2,169,040
0
-------------
22,615
0
-------------
471,803
0
-------------
3,675,234
0
-------------
810,891
33VIKAS SUKHATME MD
Dean, School of Medicine
(i)

(ii)
726,287
-------------
223,288
0
-------------
0
803
-------------
3,384
37,116
-------------
0
6,701
-------------
19,446
770,907
-------------
246,118
0
-------------
0
34MATT WAIN
President EHC Univ Hosp Div
(i)

(ii)
715,547
-------------
0
0
-------------
202,799
4,676
-------------
82,719
19,800
-------------
147,901
9,421
-------------
28,479
749,444
-------------
461,898
0
-------------
0
35ENKU GELAYE
SVP -Dean of Campus Life
(i)

(ii)
504,506
-------------
0
0
-------------
0
0
-------------
0
29,700
-------------
0
35,784
-------------
0
569,990
-------------
0
0
-------------
0
36LILICIA BAILEY
Chief HR Officer (EHC)
(i)

(ii)
0
-------------
436,539
0
-------------
0
0
-------------
40,104
0
-------------
105,222
0
-------------
27,587
0
-------------
609,452
0
-------------
0
37BRADLEY HAWS
CFO Emory Healthcare
(i)

(ii)
0
-------------
469,062
0
-------------
429,000
0
-------------
746,465
0
-------------
19,800
0
-------------
27,704
0
-------------
1,692,031
0
-------------
105,823
38HEATHER HAMBY
CBO, SOM/Asc VP, Clin Intgrtn
(i)

(ii)
295,060
-------------
302,354
0
-------------
171,368
0
-------------
0
29,700
-------------
0
7,294
-------------
17,866
332,054
-------------
491,588
0
-------------
0
39Rochester Anderson Jr
Chief HR Officer (EHC)
(i)

(ii)
0
-------------
505,243
0
-------------
185,765
0
-------------
1,337
0
-------------
96,256
0
-------------
26,522
0
-------------
815,123
0
-------------
0
40Alistair Erskine MD MBAFAMIA
Chief Information and Digital Officer (EHC)
(i)

(ii)
928,609
-------------
0
89,374
-------------
215,000
1,150,000
-------------
0
23,048
-------------
187,200
9,130
-------------
19,691
2,200,161
-------------
421,891
0
-------------
0
41Adam C Webb MD
COO EUHM
(i)

(ii)
397,557
-------------
74,000
25,000
-------------
60,670
656
-------------
8,735
36,644
-------------
86,100
9,454
-------------
25,244
469,311
-------------
254,749
0
-------------
0
42CARLA FREEMAN
Interim Dean - Emory College
(i)

(ii)
496,831
-------------
0
0
-------------
0
0
-------------
0
29,700
-------------
0
22,202
-------------
0
548,733
-------------
0
0
-------------
0
43FAIZ U AHMAD MD
Physician
(i)

(ii)
399,018
-------------
768,324
9,878
-------------
1,374,487
90
-------------
16,858
43,205
-------------
0
87
-------------
33,459
452,278
-------------
2,193,128
0
-------------
0
44JOHN M RHEE MD
Physician
(i)

(ii)
0
-------------
1,108,491
0
-------------
792,508
52
-------------
9,440
30,180
-------------
0
125
-------------
31,505
30,357
-------------
1,941,944
0
-------------
0
45JOHN W XEROGEANES MD
Physician
(i)

(ii)
0
-------------
2,072,424
0
-------------
670,000
52
-------------
10,061
30,120
-------------
0
124
-------------
32,805
30,296
-------------
2,785,290
0
-------------
0
46PAUL J CHAI MD
Physician
(i)

(ii)
0
-------------
2,000,680
0
-------------
186,354
0
-------------
17
0
-------------
29,700
0
-------------
20,249
0
-------------
2,237,000
0
-------------
0
47SHERVIN OSKOUEI MD
Physician
(i)

(ii)
0
-------------
1,841,154
0
-------------
460,000
28
-------------
9,440
30,166
-------------
0
148
-------------
32,526
30,342
-------------
2,343,120
0
-------------
0
Schedule J (Form 990) 2023

Schedule J (Form 990) 2023
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
Schedule J, Part I, Line 1a First-class or charter travel FIRST CLASS TRAVEL IS GENERALLY NOT ALLOWED UNLESS IT IS THE ONLY SEAT AVAILABLE ON A REQUIRED FLIGHT OR IS A MEDICAL NECESSITY FOR THE EMPLOYEE. Nevertheless, certain executives are permitted to FLY FIRST CLASS.
Schedule J, Part I, Line 1a Travel for companions WITH THE EXCEPTION OF certain executives, REIMBURSEMENT OR PAYMENT OF THE TRAVEL EXPENSES OF AN ELIGIBLE EMPLOYEE'S FAMILY MEMBER MUST NORMALLY BE PRE-APPROVED BY THE PRESIDENT OR APPROPRIATE EXECUTIVE VICE PRESIDENT OR SENIOR VICE PRESIDENT. THE TRAVEL EXPENSES OF AN ELIGIBLE EMPLOYEE'S FAMILY MEMBER MAY BE PAID FOR OR REIMBURSED BY EMORY UNIVERSITY AND ARE NOT INCLUDED IN THE EMPLOYEE'S TAXABLE INCOME, PROVIDED THE EMPLOYEE CAN ESTABLISH THAT THE PRESENCE OF HIS OR HER FAMILY MEMBER SERVES A "BONA FIDE BUSINESS PURPOSE" AS DEFINED IN THE TREASURY REGULATIONS. A FAMILY MEMBER'S PRESENCE IS CONSIDERED TO SERVE A BONA FIDE BUSINESS PURPOSE IF THE INDIVIDUAL HAS A SIGNIFICANT ROLE IN THE PROCEEDINGS OR MAKES AN IMPORTANT CONTRIBUTION TO THE SUCCESS OF THE EVENT. IF ATTENDANCE OF AN ELIGIBLE EMPLOYEE'S FAMILY MEMBER IS DESIRABLE BUT DOES NOT SERVE A BONA FIDE BUSINESS PURPOSE TO EMORY, ANY SUCH PAYMENT OR REIMBURSEMENT FOR SUCH FAMILY MEMBER'S TRAVEL EXPENSES WILL BE A TAXABLE PAYMENT.
Schedule J, Part I, Line 1a Tax indemnification and gross-up payments EMORY UNIVERSITY DOES NOT MAKE TAX INDEMNIFICATION OR GROSS-UP PAYMENTS TO EXECUTIVE STAFF MEMBERS UNLESS AGREED TO PRIOR TO PAYMENT.
Schedule J, Part I, Line 1a Housing allowance or residence for personal use EMORY UNIVERSITY PROVIDES AN ON-CAMPUS RESIDENCE FOR THE PRESIDENT. THE PRESIDENT MUST LIVE IN THIS RESIDENCE AS A REQUIREMENT OF THE POSITION AND UTILIZE THE RESIDENCE FOR UNIVERSITY BUSINESS PURPOSES.
Schedule J, Part I, Line 1a Health or social club dues or initiation fees EMORY UNIVERSITY PROVIDES CERTAIN EXECUTIVES WITH TAXABLE COMPENSATION TO REIMBURSE THE EXPENSE OF MEMBERSHIP DUES AND APPROPRIATE INITIATION FEES FOR A SOCIAL OR COUNTRY CLUB USED FOR EMORY UNIVERSITY BUSINESS ENTERTAINMENT PURPOSES. Joshua Newton $4,200 Ravi I Thadhani, MD MPH $4,975
Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation ESTABLISHING COMPENSATION: THE PRESIDENT'S COMPENSATION IS APPROVED BY THE EXECUTIVE COMPENSATION AND TRUSTEES' CONFLICT OF INTEREST COMMITTEE OF THE EMORY UNIVERSITY BOARD OF TRUSTEES, COMPOSED OF OUTSIDE TRUSTEES. THE RECOMMENDATION IS BASED ON COMPENSATION SURVEY DATA WITH PERIODIC REVIEW BY AN INDEPENDENT COMPENSATION CONSULTANT.
Schedule J, Part I, Line 4a Severance or change-of-control payment The following individuals received separation agreement pay: Carla Chandler $141,454 Bryce Gartland, MD $293,854 Bradley Haws $286,000 Dane Peterson $933,334 Daniel Owens $230,456
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan CERTAIN EMORY EXECUTIVES PARTICIPATE IN A SUPPLEMENTAL RETIREMENT PLAN INTENDED TO MAKE UP FOR LIMITS ON COMPENSATION IN THE QUALIFIED RETIREMENT PLAN. Christopher Augostini $168,300 Ravi V. Bellamkonda $60,341 Gregory Fenves $106,302 Jan Love $12,645 Joshua Newton $46,800 Srinivas Pulavarti $73,260 Ravi I Thadhani, MD MPH $207,900
Schedule J, Part I, Line 7 Non-fixed payments Retention BONUSES WERE PAID TO CERTAIN Emory EXECUTIVES DURING THE YEAR William Bornstein, MD $216,300 Carla Chandler $165,000 Bryce Gartland, MD $480,600 Bradley Haws $429,000 Dane Peterson $680,400 Sheila Sanders $135,408 Sara Shockley $25,000 John W. Xerogeanes, MD $150,000 Daniel Owens $360,600
Schedule J, Part I, Line 8 Payments on contract that is subject to the initial contract exception Per his employment letter, Srinivas Pulavarti received $2,062,500 in guaranteed incentive compensation. Per his employment agreement, Ravi Bellamkonda received $55,680 in contract payments to make up for lost benefits provided by his previous position Per his employment agreement, Alistair Erskine received $1,150,000 in contract payments Per his employment agreement, Ravi I Thadhani, MD MPH received $1,975,000 in contract payments
Schedule J (Form 990) 2023

Additional Data


Software ID: 23017437
Software Version: 2023v6.0

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

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

Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public
Inspection
Name of the organization
Emory University
 
Employer identification number
58-0566256
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 PRIVATE COLLEGES AND UNIVERSITIES AUTHORITY
 
58-1407780 74265LA57 08-15-2013 214,792,974 SEE PART VI - 2013A   X   X   X
B PRIVATE COLLEGES AND UNIVERSITIES AUTHORITY
 
58-1407780 74265LK23 09-29-2016 151,433,077 SEE PART VI - 2016A   X   X   X
C PRIVATE COLLEGES AND UNIVERSITIES AUTHORITY
 
58-1407780 74265LM70 09-29-2016 249,693,667 SEE PART VI -2016B   X   X   X
D Private Colleges and Universities Authority
 
58-1407780 74265LS41 08-28-2019 327,814,168 See Part VI - 2019AB   X   X   X
Private Colleges and Universities Authority
 
58-1407780 74265LU22 06-02-2020 604,691,529 See Part VI - 2020B   X   X   X
PRIVATE COLLEGES AND UNIVERSITIES AUTHORITY
 
58-1407780 74265L2W7 08-11-2022 366,644,108 SEE PART VI - 2022AB   X   X   X
PRIVATE COLLEGES AND UNIVERSITIES AUTHORITY
 
58-1407780 74265L2Y3 06-01-2023 163,014,300 SEE PART VI - 2023A   X   X   X
PRIVATE COLLEGES AND UNIVERSITIES AUTHORITY
 
58-1407780 74265L2Z0 08-29-2023 268,737,105 SEE PART VI - 2023B   X   X   X
Part
Proceeds
A B C D
1 Amount of bonds retired .................. 28,050,000 0 31,795,000 23,490,000
2 Amount of bonds legally defeased .............. 0 0 0 0
3 Total proceeds of issue .................. 214,803,734 151,460,048 249,693,667 327,814,255
4 Gross proceeds in reserve funds ............. 0 0 0 0
5 Capitalized interest from proceeds ............. 2,745,515 5,221,507 0 0
6 Proceeds in refunding escrows ............... 0 0 0 0
7 Issuance costs from proceeds ............... 1,564,110 938,464 1,601,876 1,425,276
8 Credit enhancement from proceeds ............. 0 0 0 0
9 Working capital expenditures from proceeds ............. 0 0 0 0
10 Capital expenditures from proceeds ............. 151,525,683 145,300,077 0 37,891,656
11 Other spent proceeds ............. 58,968,426 0 248,091,791 288,497,323
12 Other unspent proceeds ............. 0 0 0 0
13 Year of substantial completion ............. 2017 2018 2017 2019
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 2020, 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 2020, 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  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 2023

Schedule K (Form 990) 2023
Page 2
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  
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 .... 0.63 % 0 % 0.29 % 1.85 %
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 ......... 0 % 0 % 0 % 0 %
6 Total of lines 4 and 5 ............. 0.63 % 0 % 0.29 % 1.85 %
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. .. 0.31 %      
c If "Yes" to line 8a, was any remedial action taken pursuant to Regulations sections 1.141-12 and 1.145-2? .............   X            
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 X  
b Exception to rebate? ........   X   X   X   X
c No rebate due? ......... X   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
Schedule K (Form 990) 2023

Schedule K (Form 990) 2023
Page 3
Part
Arbitrage (Continued)
A B C D
Yes No Yes No Yes No Yes No
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? ........                
5a Were gross proceeds invested in a guaranteed investment contract (GIC)?   X   X   X   X
b Name of provider ..........  
 
 
 
 
 
 
 
c Term of GIC .........        
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? ........                
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, Column (f) PURPOSE AND ISSUE DATE OF REFUNDED ISSUES A. 2013A - NEW FACILITY CONSTRUCTION AND DEBT REFUNDING: 10/17/2002 (2002A), 09/04/2010 (2010 CP), 08/04/05 (2005A), 08/25/05 (2005C) B. 2016A - NEW FACILITY CONSTRUCTION C. 2016B - DEBT REFUNDING: 06/19/2008 (2008C), 08/04/2005 (2005A), 9/1/2016 (CP) D. 2019AB - New Facility Construction; Refinance 2009B, 2009C, and 2009A (Taxable) issues E. 2020B - Refund 08/25/05 (2005B), 8/25/05 (2005C), 8/15/2013 (2013C) bonds, 9/13/2018 CP (Tax-exempt), 11/29/2018 CP (Taxable) F. 2022AB - New Facility Construction; Refinance 8/15/2013 (2013B) bonds G. 2023A - NEW FACILITY CONSTRUCTION H. 2023B - NEW FACILITY CONSTRUCTION
Schedule K, Part II, Line 3 SCH K, PART II, LINE 3 TOTAL PROCEEDS OF ISSUE THE PART I, COLUMN (E) "ISSUE PRICE" DOES NOT AGREE WITH THE PART II, LINE 3 "TOTAL PROCEEDS OF ISSUE" FOR CERTAIN BONDS DUE TO THE INCLUSION OF INVESTMENT EARNINGS ON THE PROCEEDS ACCOUNTS. THE CUMULATIVE INVESTMENT EARNINGS INCLUDED IN PART II, LINE 3 ARE AS FOLLOWS: PRIVATE COLLEGES AND UNIVERSITIES CUSIP # 74265LA57 (2013A) $10,760 PRIVATE COLLEGES AND UNIVERSITIES CUSIP # 74265LK23 (2016A) $26,971 PRIVATE COLLEGES AND UNIVERSITIES CUSIP # 74265LS41 (2019AB) $87 PRIVATE COLLEGES AND UNIVERSITIES CUSIP # 74265lu22 (2020B) $5,371 PRIVATE COLLEGES AND UNIVERSITIES CUSIP # 74265L2L1 (2022AB) $6,474,354 PRIVATE COLLEGES AND UNIVERSITIES CUSIP # 74265L2L1 (2023A) $13 Private Colleges and Universitites CUSIP # 74265L2Z0 (2023B) $3,931,641
Schedule K, Part IV, Line 6 SCH K, PART IV, LINE 6 A PORTION OF THE PROCEEDS OF THE SERIES 2013A AND 2016B BONDS WERE USED TO ADVANCE REFUND PRIOR OBLIGATIONS, AND THEREFORE, GROSS PROCEEDS WERE INVESTED BEYOND AN AVAILABLE TEMPORARY PERIOD. HOWEVER, THE PROCEEDS USED IN THE ADVANCE REFUNDING WERE YIELD RESTRICTED IN ACCORDANCE WITH THE CODE AND TREASURY REGULATIONS.
Schedule K, Part IV, Line 2c COLUMN A Issuer name: PRIVATE COLLEGES AND UNIVERSITIES AUTHORITY The calculation for computing no rebate due was performed on 08/15/2018
Schedule K, Part IV, Line 2c COLUMN B Issuer name: PRIVATE COLLEGES AND UNIVERSITIES AUTHORITY The calculation for computing no rebate due was performed on 12/27/2021
Schedule K, Part IV, Line 2c COLUMN C Issuer name: PRIVATE COLLEGES AND UNIVERSITIES AUTHORITY The calculation for computing no rebate due was performed on 12/27/2021
Schedule K, Part IV, Line 2c COLUMN D Issuer name: Private Colleges and Universities Authority The calculation for computing no rebate due was performed on 12/27/2021
Schedule K (Form 990) 2023

Additional Data


Software ID: 23017437
Software Version: 2023v6.0


Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

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

Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public
Inspection
Name of the organization
Emory University
 
Employer identification number
58-0566256
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 PRIVATE COLLEGES AND UNIVERSITIES AUTHORITY
 
58-1407780 74265LA57 08-15-2013 214,792,974 SEE PART VI - 2013A   X   X   X
B PRIVATE COLLEGES AND UNIVERSITIES AUTHORITY
 
58-1407780 74265LK23 09-29-2016 151,433,077 SEE PART VI - 2016A   X   X   X
C PRIVATE COLLEGES AND UNIVERSITIES AUTHORITY
 
58-1407780 74265LM70 09-29-2016 249,693,667 SEE PART VI -2016B   X   X   X
D Private Colleges and Universities Authority
 
58-1407780 74265LS41 08-28-2019 327,814,168 See Part VI - 2019AB   X   X   X
Private Colleges and Universities Authority
 
58-1407780 74265LU22 06-02-2020 604,691,529 See Part VI - 2020B   X   X   X
PRIVATE COLLEGES AND UNIVERSITIES AUTHORITY
 
58-1407780 74265L2W7 08-11-2022 366,644,108 SEE PART VI - 2022AB   X   X   X
PRIVATE COLLEGES AND UNIVERSITIES AUTHORITY
 
58-1407780 74265L2Y3 06-01-2023 163,014,300 SEE PART VI - 2023A   X   X   X
PRIVATE COLLEGES AND UNIVERSITIES AUTHORITY
 
58-1407780 74265L2Z0 08-29-2023 268,737,105 SEE PART VI - 2023B   X   X   X
Part
Proceeds
A B C D
1 Amount of bonds retired .................. 28,050,000 0 31,795,000 23,490,000
2 Amount of bonds legally defeased .............. 0 0 0 0
3 Total proceeds of issue .................. 214,803,734 151,460,048 249,693,667 327,814,255
4 Gross proceeds in reserve funds ............. 0 0 0 0
5 Capitalized interest from proceeds ............. 2,745,515 5,221,507 0 0
6 Proceeds in refunding escrows ............... 0 0 0 0
7 Issuance costs from proceeds ............... 1,564,110 938,464 1,601,876 1,425,276
8 Credit enhancement from proceeds ............. 0 0 0 0
9 Working capital expenditures from proceeds ............. 0 0 0 0
10 Capital expenditures from proceeds ............. 151,525,683 145,300,077 0 37,891,656
11 Other spent proceeds ............. 58,968,426 0 248,091,791 288,497,323
12 Other unspent proceeds ............. 0 0 0 0
13 Year of substantial completion ............. 2017 2018 2017 2019
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 2020, 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 2020, 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  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 2023

Schedule K (Form 990) 2023
Page 2
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  
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 .... 0.63 % 0 % 0.29 % 1.85 %
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 ......... 0 % 0 % 0 % 0 %
6 Total of lines 4 and 5 ............. 0.63 % 0 % 0.29 % 1.85 %
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. .. 0.31 %      
c If "Yes" to line 8a, was any remedial action taken pursuant to Regulations sections 1.141-12 and 1.145-2? .............   X            
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 X  
b Exception to rebate? ........   X   X   X   X
c No rebate due? ......... X   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
Schedule K (Form 990) 2023

Schedule K (Form 990) 2023
Page 3
Part
Arbitrage (Continued)
A B C D
Yes No Yes No Yes No Yes No
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? ........                
5a Were gross proceeds invested in a guaranteed investment contract (GIC)?   X   X   X   X
b Name of provider ..........  
 
 
 
 
 
 
 
c Term of GIC .........        
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? ........                
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, Column (f) PURPOSE AND ISSUE DATE OF REFUNDED ISSUES A. 2013A - NEW FACILITY CONSTRUCTION AND DEBT REFUNDING: 10/17/2002 (2002A), 09/04/2010 (2010 CP), 08/04/05 (2005A), 08/25/05 (2005C) B. 2016A - NEW FACILITY CONSTRUCTION C. 2016B - DEBT REFUNDING: 06/19/2008 (2008C), 08/04/2005 (2005A), 9/1/2016 (CP) D. 2019AB - New Facility Construction; Refinance 2009B, 2009C, and 2009A (Taxable) issues E. 2020B - Refund 08/25/05 (2005B), 8/25/05 (2005C), 8/15/2013 (2013C) bonds, 9/13/2018 CP (Tax-exempt), 11/29/2018 CP (Taxable) F. 2022AB - New Facility Construction; Refinance 8/15/2013 (2013B) bonds G. 2023A - NEW FACILITY CONSTRUCTION H. 2023B - NEW FACILITY CONSTRUCTION
Schedule K, Part II, Line 3 SCH K, PART II, LINE 3 TOTAL PROCEEDS OF ISSUE THE PART I, COLUMN (E) "ISSUE PRICE" DOES NOT AGREE WITH THE PART II, LINE 3 "TOTAL PROCEEDS OF ISSUE" FOR CERTAIN BONDS DUE TO THE INCLUSION OF INVESTMENT EARNINGS ON THE PROCEEDS ACCOUNTS. THE CUMULATIVE INVESTMENT EARNINGS INCLUDED IN PART II, LINE 3 ARE AS FOLLOWS: PRIVATE COLLEGES AND UNIVERSITIES CUSIP # 74265LA57 (2013A) $10,760 PRIVATE COLLEGES AND UNIVERSITIES CUSIP # 74265LK23 (2016A) $26,971 PRIVATE COLLEGES AND UNIVERSITIES CUSIP # 74265LS41 (2019AB) $87 PRIVATE COLLEGES AND UNIVERSITIES CUSIP # 74265lu22 (2020B) $5,371 PRIVATE COLLEGES AND UNIVERSITIES CUSIP # 74265L2L1 (2022AB) $6,474,354 PRIVATE COLLEGES AND UNIVERSITIES CUSIP # 74265L2L1 (2023A) $13 Private Colleges and Universitites CUSIP # 74265L2Z0 (2023B) $3,931,641
Schedule K, Part IV, Line 6 SCH K, PART IV, LINE 6 A PORTION OF THE PROCEEDS OF THE SERIES 2013A AND 2016B BONDS WERE USED TO ADVANCE REFUND PRIOR OBLIGATIONS, AND THEREFORE, GROSS PROCEEDS WERE INVESTED BEYOND AN AVAILABLE TEMPORARY PERIOD. HOWEVER, THE PROCEEDS USED IN THE ADVANCE REFUNDING WERE YIELD RESTRICTED IN ACCORDANCE WITH THE CODE AND TREASURY REGULATIONS.
Schedule K, Part IV, Line 2c COLUMN A Issuer name: PRIVATE COLLEGES AND UNIVERSITIES AUTHORITY The calculation for computing no rebate due was performed on 08/15/2018
Schedule K, Part IV, Line 2c COLUMN B Issuer name: PRIVATE COLLEGES AND UNIVERSITIES AUTHORITY The calculation for computing no rebate due was performed on 12/27/2021
Schedule K, Part IV, Line 2c COLUMN C Issuer name: PRIVATE COLLEGES AND UNIVERSITIES AUTHORITY The calculation for computing no rebate due was performed on 12/27/2021
Schedule K, Part IV, Line 2c COLUMN D Issuer name: Private Colleges and Universities Authority The calculation for computing no rebate due was performed on 12/27/2021
Schedule K (Form 990) 2023

Additional Data


Software ID: 23017437
Software Version: 2023v6.0

Schedule L
(Form 990)
Department of the Treasury
Internal Revenue Service
Transactions with Interested Persons
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.
Attach to Form 990 or Form 990-EZ.
Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
Name of the organization
Emory University
 
Employer identification number

58-0566256
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. ........................... $
 
3
Enter the amount of tax, if any, on line 2, above, reimbursed by the organization ........ $
 

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 ............... $  
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
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50056A
Schedule L (Form 990) 2023
Schedule L (Form 990) 2023
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) Robert Goddard
 
FAMILY MEM OF KEY EMPLOYEE 94,715 Employee   No
(2) Lindsey B Gottlieb
 
FAMILY MEM OF KEY EMPLOYEE 199,642 Employee   No
(3) Jeanette Guarner
 
FAMILY MEM OF KEY EMPLOYEE 381,788 Employee   No
(4) James Hunter Hatcher
 
FAMILY MEM OF FORMER KEY EMPLOYEE 170,191 Employee   No
(5) Brittany Holston
 
FAMILY MEM OF BD MEMBER 153,104 Employee   No
(6) Lalita Kaligotta
 
FAMILY MEM OF OFFICER 129,368 Employee   No
(7) Linda Orkin Lewin MD
 
FAMILY MEM OF FORMER OFFICER 133,781 Employee   No
(8) Jennifer Mathews
 
FAMILY MEM OF FORMER KEY EMPLOYEE 105,996 Employee   No
(9) Debbie King Miller
 
FAMILY MEM OF OFFICER 23,868 Employee   No
(10) Ann Sencer
 
FAMILY MEM OF FORMER OFFICER 46,816 Employee   No
(11) Chrisanthi Stampul Farrey
 
FAMILY MEM OF OFFICER 16,598 Employee   No
(12) Kathleen Stephens
 
FAMILY MEM OF FR OFFICER 122,006 Employee   No
(13) Vidula Sukhatme
 
FAMILY MEM OF KEY EMPLOYEE 111,000 Contractor   No
(14) Lawrence & Bundy LLC
 
35% controlled entity of Trustee 295,644 Contractor   No
Part V
Supplemental Information
Provide additional information for responses to questions on Schedule L (see instructions).
Return Reference Explanation
Schedule L (Form 990) 2023


Additional Data


Software ID: 23017437
Software Version: 2023v6.0




SCHEDULE M
(Form 990)


Department of the Treasury
Internal Revenue Service
Noncash Contributions
Right pointing arrow large image Complete 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 image Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
Name of the organization
Emory University
 
Employer identification number

58-0566256
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 2 72,675 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 144 39,253,796 Other
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 ( Collections ) X 31 1,705,076 Market value
26 Other Right pointing arrow large image ( EQUIPMENT ) X 2 97,335 Market value
27 Other Right pointing arrow large image ( MISCELLANEOUS ) X 8 15,496 Market value
28 Other Right pointing arrow large image ( Functions/Events ) X 33 71,608 Market value
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
4
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) (2023)
Schedule M (Form 990) (2023)
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
Schedule M, Part I Number of contributions The numbers listed in Part I, Column (b) are the number of contributions and not the number of items.
Schedule M, Part I, Line 32b Third parties used to solicit, process, or sell noncash contributions EMORY UNIVERSITY USES REAL ESTATE BROKERS TO ASSIST WITH SALES OF REAL PROPERTY ORIGINALLY RECEIVED AS CHARITABLE CONTRIBUTIONS. SALES OF STOCK AND PARTNERSHIP INTERESTS GIFTED TO THE UNIVERSITY ARE MANAGED BY FINANCIAL AGENTS.
Schedule M (Form 990) (2023)

Additional Data


Software ID: 23017437
Software Version: 2023v6.0
SCHEDULE O
(Form 990)

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.
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
Open to Public
Inspection
Name of the organization
Emory University
 
Employer identification number

58-0566256
Return Reference Explanation
Form 990, Part I, Line 5 AND PART V, QUESTION 2A: NUMBER OF EMPLOYEES THE EMORY CLINIC, INC. ("TEC") (EIN: 58-2030692) HAS A COMMON PAYMASTER RELATIONSHIP FOR PAYROLL PURPOSES WITH EMORY UNIVERSITY. THE SALARIES OF TEC'S EMPLOYEES ARE PAID BY EMORY UNIVERSITY, REPORTED ON EMORY UNIVERSITY'S FORMS 941, AND REIMBURSED BY TEC. THEREFORE, THESE EMPLOYEES ARE REPORTED ON EMORY UNIVERSITY'S FORM 990. THE STAFF MEMBERS OF EMORY MEDICAL CARE FOUNDATION, INC. ("EMCF") (EIN:58-1537752) AND EMORY INNOVATIONS, INC. ("EI") (EIN: 45-5372942) ARE EMPLOYEES OF EMORY UNIVERSITY. THE SALARIES OF EMCF AND EI'S EMPLOYEES ARE PAID BY EMORY UNIVERSITY, REPORTED ON EMORY UNIVERSITY'S FORMS 941, AND REIMBURSED BY EMCF AND EI RESPECTIVELY. THEREFORE, THESE EMPLOYEES ARE REPORTED ON EMORY UNIVERSITY'S FORM 990.
Form 990, Part III, Line 1 MISSION, CONTINUED To fulfill this mission, the university supports teaching from the undergraduate to the advanced graduate and professional levels, and scholarship from basic research to its application in public service. As a comprehensive research university, Emory's academic programs span a great range from arts and sciences to business, law, theology, and the health professions. These different fields of study are knit together by robust interdisciplinary programs and a core devotion to liberal learning. The Emory community is open to all who meet its high standards of academic excellence and integrity. The university welcomes a diversity of ethnic, cultural, socioeconomic, religious, national, and international backgrounds, believing that the intellectual and social energy that results from such diversity is critical to advancing knowledge. Emory is committed to opening disciplinary boundaries and supporting interdisciplinary research and teaching from a global perspective. Along with this, Emory strives to create a community characterized by respectful and mutually supportive interaction among faculty, students, staff, and the wider world. In keeping with the demand that teaching, learning, research, and service be measured by high standards of integrity and excellence, and believing that each person and every level of scholarly activity should be valued on its own merits, the university aims to imbue scholarship at Emory with: * a commitment to humane teaching and mentorship and a respectful interaction among faculty, students, and staff; * open disciplinary boundaries that encourage integrative teaching, research, and scholarship; * a commitment to use knowledge to improve human well-being; and * a global perspective on the human condition.
Form 990, Part IV, Line 12a AND PART XII, LINE 2B A COPY OF EMORY UNIVERSITY'S AUGUST 31, 2024 CONSOLIDATED AUDITED FINANCIAL STATEMENTS IS ATTACHED TO THIS RETURN. THE FOLLOWING ENTITIES INCLUDED IN THESE FINANCIAL STATEMENTS ARE NOT INCLUDED IN THE EMORY UNIVERSITY RETURNS BUT ARE INCLUDED IN THE EMORY GROUP RETURN - EMORY HEALTHCARE INC ("EHC"), THE EMORY CLINIC INC ("TEC"), WESLEY WOODS CENTER OF EMORY UNIVERSITY INC ("WWC"), EMORY MEDICAL CARE FOUNDATION INC("EMCF"), EMORY INNOVATIONS INC("EI"), EMORY/SAINT JOSEPH'S INC ("ESJ"), SAINT JOSEPH'S HOSPITAL OF ATLANTA INC ("SJHA"), EMORY CHILDREN'S CENTER INC ("ECC"), DeKalb Regional Health System Inc ("DRHS"), DeKalb Medical Center Inc ("DMC"), Decatur Health Resources Inc ("DHR"), and DeKalb Medical Center Foundation Inc.
Form 990, Part VI, Line 11b Review of form 990 by governing body THE FORM 990 IS PREPARED AND REVIEWED BY THE ORGANIZATION'S MANAGEMENT AND REVIEWED BY AN INDEPENDENT THIRD PARTY ACCOUNTING FIRM. PRIOR TO FINALIZATION OF THE RETURN, MANAGEMENT PROVIDED ACCESS TO A FINAL DRAFT OF THE FORM 990 TO ALL MEMBERS OF THE BOARD OF TRUSTEES AND GAVE THEM AN OPPORTUNITY TO MAKE COMMENTS. MANAGEMENT PROVIDED THE FINAL VERSION OF THE FORM 990 TO ALL MEMBERS OF THE BOARD OF TRUSTEES PRIOR TO FILING.
Form 990, Part VI, Line 12c Conflict of interest policy EMORY UNIVERSITY'S CONFLICT OF INTEREST POLICY REQUIRES TRUSTEES, OFFICERS AND OTHER DECISION MAKERS TO DISCLOSE PARTICIPATION IN ACTIVITIES OR CIRCUMSTANCES THAT MAY PRESENT A CONFLICT OF INTEREST ON AN ANNUAL BASIS OR IF AT ANY TIME SUCH INDIVIDUAL BECOMES AWARE OF CIRCUMSTANCES THAT MAY PRESENT A CONFLICT OF INTEREST. THESE DISCLOSURES BY TRUSTEES ARE REVIEWED BY THE EXECUTIVE COMPENSATION AND TRUSTEES' CONFLICT OF INTEREST COMMITTEE OF THE UNIVERSITY BOARD OF TRUSTEES ("CONFLICT OF INTEREST COMMITTEE"), AS NECESSARY. IF THE CONFLICT OF INTEREST COMMITTEE DETERMINES THAT A CONFLICT OF INTEREST EXISTS, THE INDIVIDUAL WITH THE CONFLICT OF INTEREST MAY MAKE A PRESENTATION TO THE APPLICABLE COMMITTEE, BUT AFTER SUCH PRESENTATION, THE INDIVIDUAL MUST LEAVE THE MEETING DURING THE DISCUSSION OF, AND THE VOTE ON, THE TRANSACTION OR ARRANGEMENT THAT RESULTED IN THE CONFLICT OF INTEREST. DURING THE FISCAL YEAR NONE OF THE TRUSTEES WITH RELATED BUSINESS INTERESTS VOTED ON BUSINESS DECISIONS INVOLVING SUCH COMPANIES.
Form 990, Part VI, Line 15a Process to establish compensation of top management official EMORY UNIVERSITY'S EXECUTIVE COMPENSATION AND TRUSTEES' CONFLICT OF INTEREST COMMITTEE OF THE BOARD OF TRUSTEES, WHICH IS COMPOSED OF NON-EMPLOYEE MEMBERS OF THE EMORY UNIVERSITY BOARD OF TRUSTEES, ANNUALLY REVIEWS MARKET DATA, COLLECTED AND REPORTED BY INDEPENDENT CONSULTING FIRMS, FROM COMPARABLE INSTITUTIONS FOR EACH POSITION IDENTIFIED AS A "DISQUALIFIED PERSON" FOR PURPOSES OF INTERMEDIATE SANCTIONS UNDER IRS REGULATIONS. THE COMMITTEE DISCUSSES THE PROPOSED COMPENSATION FOR EACH SUCH INDIVIDUAL IN THE CONTEXT OF THE MARKET DATA AND THE INDIVIDUAL'S PERFORMANCE AND CONTRIBUTION TO EMORY, AND IT MAKES A DECISION REGARDING THE APPROPRIATENESS OF COMPENSATION AND ANY COMPENSATION INCREASE. THE DISCUSSIONS ARE DOCUMENTED IN THE COMMITTEE'S MINUTES BY A REPRESENTATIVE OF THE OFFICE OF THE GENERAL COUNSEL.
Form 990, Part VI, Line 15b Process to establish compensation of other employees EMORY UNIVERSITY'S EXECUTIVE COMPENSATION AND TRUSTEES' CONFLICT OF INTEREST COMMITTEE OF THE BOARD OF TRUSTEES, WHICH IS COMPOSED OF NON-EMPLOYEE MEMBERS OF THE EMORY UNIVERSITY BOARD OF TRUSTEES, ANNUALLY REVIEWS MARKET DATA, COLLECTED AND REPORTED BY INDEPENDENT CONSULTING FIRMS, FROM COMPARABLE INSTITUTIONS FOR EACH POSITION IDENTIFIED AS A "DISQUALIFIED PERSON" FOR PURPOSES OF INTERMEDIATE SANCTIONS UNDER IRS REGULATIONS. THE COMMITTEE DISCUSSES THE PROPOSED COMPENSATION FOR EACH SUCH INDIVIDUAL IN THE CONTEXT OF THE MARKET DATA AND THE INDIVIDUAL'S PERFORMANCE AND CONTRIBUTION TO EMORY, AND IT MAKES A DECISION REGARDING THE APPROPRIATENESS OF COMPENSATION AND ANY COMPENSATION INCREASE. THE DISCUSSIONS ARE DOCUMENTED IN THE COMMITTEE'S MINUTES BY A REPRESENTATIVE OF THE OFFICE OF THE GENERAL COUNSEL.
Form 990, Part VI, Line 19 Required documents available to the public EMORY UNIVERSITY MAKES ITS GOVERNING DOCUMENTS AND ITS FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC VIA ITS WEBSITE.
Form 990, Part VII, Section A Average hours The following individuals received compensation during calendar year 2023; however, they separated from Emory prior to the beginning of fiscal year September 1, 2023 - August 31, 2024. Therefore, average hours shown reflect the average weekly hours during the time in which they worked during calendar 2023 prior to separation. Dane Peterson Daniel Owens Bradley Haws Carla Chandler Lilicia Bailey
Form 990, Part XI, Line 9 Other changes in net assets or fund balances ADJUSTMENT TO ANNUITIES PAYABLE - -352938; CHANGE IN FAIR VALUE OF DERIVATIVE INSTRUMENTS - -12360555; Pension & Post Retirement Benefit Plan Adj - -2040000; TRANSFER OF NET ASSETS FROM CONSOLIDATED AFFILIATES - XXX-XX-XXXX; CHANGE IN UNDISTRIBUTED INCOME FROM PERPETUAL FUNDS HELD BY OTHERS - XXX-XX-XXXX; Cuml-FIN47 Depr/Accr - 6968000; NET PERIODIC BENEFIT COST - 119000; NONOPERATING & OTHER ADJUSTMENTS - 5982363;
Schedule J, Part II SCHEDULE J, PART II, COLUMN C & COLUMN F SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN FOR PURPOSES OF RETENTION, EMORY MADE CONTRIBUTIONS TO 457(F) DEFERRED COMPENSATION ACCOUNTS FOR THE FOLLOWING INDIVIDUALS, WHICH ARE NOT VESTED AND ARE SUBJECT TO A SUBSTANTIAL RISK OF FORFEITURE: Rochester Anderson, Jr $92,250 Christopher Augostini $300,000 Lilicia Bailey $85,422 Ravi Bellamkonda $136,425 Alistair Erskine, MD $187,200 Greg Fenves $431,840 Joon S. Lee, MD $300,000 Jonathan S Lewin, MD $252,450 Joshua Newton $109,912 Adam C Webb, MD $86,100 William Bornstein, MD $112,617 Patrick Hammond $87,318 Sharon Pappas $74,844 Matt Wain $147,901 FOR PURPOSES OF RETENTION, EMORY MADE CONTRIBUTIONS TO 457(F) DEFERRED COMPENSATION ACCOUNTS FOR THE FOLLOWING INDIVIDUALS, WHICH VESTED IMMEDIATELY: Dane Peterson $210,000 Bryce Gartland, MD $132,234 Allison Dykes Johnson $93,531 Bradley Haws $128,700 Daniel Owens $103,700 William Bornstein, MD $116,962 Patrick Hammond $92,074 Sharon Pappas $71,872 Matt Wain $82,719 THE FOLLOWING INDIVIDUALS RECEIVED A PAYOUT OF VESTED DEFERRED COMPENSATION AWARDS MADE DURING PRIOR YEARS. THESE AWARDS WERE REPORTED AS DEFERRED COMPENSATION IN THOSE YEARS ON FORM 990. Dane Peterson $458,185 Bryce Gartland, MD $206,411 Daniel Owens $343,716 The following individuals vested in a deferred compensation award made during prior years. This award was reported as deferred compensation in those years on Form 990 Dane Peterson $810,891 Bryce Gartland, MD $390,005 Allison Dykes Johnson $456,405 Bradley Haws $105,823 Daniel Owens $105,492 William Bornstein, MD $2,271 Patrick Hammond $4,566 Sharon Pappas $304
Schedule J, Part II Titles Ravi Thadhani, MD MPH - EVP Health Affairs, Emory University; Executive Director, Woodruff Health Sciences Center; Vice Chair, Emory Healthcare Board of Directors David Stephens, MD - Interim EVP for Health Affairs, Emory University; Interim Executive Director, Woodruff Health Sciences Center; Former Interim Vice Chair, Emory Healthcare Board of Directors Christopher Augostini - Executive VP for Business & Administration, Emory University; CFO, Emory University; CFO, Emory Healthcare; Vice Chair, Emory Healthcare Board of Directors;
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990) 2023


Additional Data


Software ID: 23017437
Software Version: 2023v6.0
SCHEDULE R
(Form 990)

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

OMB No. 1545-0047
2023
Open to Public Inspection
Name of the organization
Emory University
 
Employer identification number

58-0566256
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) GOIZUETA BUSINESS SCHOOL STUDENT INVEST
201 DOWMAN DRIVE
ATLANTA,GA30322
58-0566256
INVESTMENTS GA -708,378 5,340,158 EMORY UNIVER
 
(2) GOIZUETA BUSINESS SCHOOL REAL ESTATE
201 DOWMAN DRIVE
ATLANTA,GA30322
26-1718943
INVESTMENTS GA -17,435 382,722 EMORY UNIVER
 
(3) EMORY UNIVERSITY STUDENT HEALTH COUNSEL
201 DOWMAN DRIVE
ATLANTA,GA30322
27-1119602
HEALTHCARE GA 0 136,453 EMORY UNIVER
 
(4) EMORY INTEGRATED HEALTH SERVICES LLC
201 DOWMAN DRIVE
ATLANTA,GA30322
58-0566256
HEALTH CLAIMS GA 0 0 EMORY UNIVER
 
(5) EUEP LLC
201 DOWMAN DRIVE
ATLANTA,GA30322
58-0566256
REAL ESTATE GA 5,622,509 63,304,838 EMORY UNIVER
 
(6) LOTUS ACQUISITIONS LLC
201 DOWMAN DRIVE
ATLANTA,GA30322
58-0566256
INVESTMENTS GA 0 0 EMORY UNIVER
 
(7) POPPY ACQUISITIONS LLC
201 DOWMAN DRIVE
ATLANTA,GA30322
58-0566256
INVESTMENTS GA 0 0 EMORY UNIVER
 
(8) ORCHID ACQUISITIONS LLC
201 DOWMAN DRIVE
ATLANTA,GA30322
58-0566256
INVESTMENTS GA 0 0 EMORY UNIVER
 
(9) MAGNOLIA ACQUISITIONS LLC
201 DOWMAN DRIVE
ATLANTA,GA30322
58-0566256
INVESTMENTS GA 0 0 EMORY UNIVER
 
(10) CLOVER ACQUISITIONS LLC
201 DOWMAN DRIVE
ATLANTA,GA30322
58-0566256
INVESTMENTS GA 0 0 EMORY UNIVER
 
(11) LAVENDER ACQUISITIONS LLC
201 DOWMAN DRIVE
ATLANTA,GA30322
58-0566256
INVESTMENTS GA 0 0 EMORY UNIVER
 
(12) JASMINE ACQUISITIONS LLC
201 DOWMAN DRIVE
ATLANTA,GA30322
58-0566256
INVESTMENTS GA 0 0 EMORY UNIVER
 
(13) VIOLET ACQUISITIONS LLC
201 DOWMAN DRIVE
ATLANTA,GA30322
58-0566256
INVESTMENTS GA 0 0 EMORY UNIVER
 
(14) EAC SERVICES LLC
1551 SHOUP COURT
ATLANTA,GA30322
82-4732084
EDUCATION GA 2,249,372 684,179 EMORY UNIVER
 
(15) EUMI LLC
201 DOWMAN DRIVE
ATLANTA,GA30322
58-0566256
REAL ESTATE GA 67,377 8,000,000 EMORY UNIVER
 
(16) Emory International LLC
201 DOWMAN DRIVE
ATLANTA,GA30322
58-0566256
Global GA 191 1,361 EMORY UNIVER
 
(17) Emory Global LLC
201 DOWMAN DRIVE
ATLANTA,GA30322
58-0566256
Global GA 18,864 134,748 EMORY UNIVER
 
(18) Rose Acquisitions LLC
201 Dowman Drive
Atlanta,GA30322
45-4889158
Investments GA 0 0 Emory University
 
(19) FUTURE BLUE HOLDINGS LLC
201 DOWMAN DR
ATLANTA,GA30322
93-1726500
REAL ESTATE GA 0 0 EMORY UNIVERSITY
 
(20) FUTURE BLUE ENTERPRISES LLC
201 DOWMAN DR
ATLANTA,GA30322
93-1746789
REAL ESTATE GA 0 3,878,749 FUTURE BLUE HOLDINGS LLC
 
(21) Emory Ridge Properties LLC
201 Dowman Drive
Atlanta,GA30322
58-0566256
Real Estate GA 0 0 Emory University
 
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)EMORY MEDICAL CARE FOUNDATION INC
1648 PIERCE DRIVE

ATLANTA,GA30322
58-1537752
MED MGMT GA 501(c)(3) 10 NA
 
Yes
 
(2)EMORY HEALTHCARE INC
201 DOWMAN DRIVE

ATLANTA,GA30322
58-2137993
MED MGMT GA 501(c)(3) Type I NA
 
Yes
 
(3)THE EMORY CLINIC INC
1365 CLIFTON ROAD

ATLANTA,GA30322
58-2030692
HEALTHCARE GA 501(c)(3) 10 NA
 
Yes
 
(4)EMORY MEDICAL LABORATORIES INC
1364 CLIFTON ROAD NE

ATLANTA,GA30322
01-0553460
MD CARE PRACT GA 501(c)(3) 3 EMORY HEALTHCARE INC
 
Yes
 
(5)WESLEY WOODS CENTER OF EMORY UNIVERSITY
1821 CLIFTON ROAD

ATLANTA,GA30322
58-1529366
HEALTHCARE GA 501(c)(3) 3 EMORY HEALTHCARE INC
 
Yes
 
(6)EMORY CHILDREN'S CENTER INC
201 DOWMAN DRIVE

ATLANTA,GA30322
58-2298500
HEALTHCARE GA 501(c)(3) 10 EMORY HEALTHCARE INC
 
Yes
 
(7)EMORY INNOVATIONS INC
201 DOWMAN DRIVE

ATLANTA,GA30322
45-5372942
RESEARCH GA 501(c)(3) Type I NA
 
Yes
 
(8)EMORYSAINT JOSEPH'S INC
1440 CLIFTON ROAD NE

ATLANTA,GA30322
45-2721833
HEALTHCARE GA 501(c)(3) 4 EMORY HEALTHCARE INC
 
Yes
 
(9)SAINT JOSEPH'S HOSPITAL OF ATLANTA INC
5673 PTREE DUNWOODY RD

ATLANTA,GA30342
58-0566257
HOSPITAL GA 501(c)(3) 3 EMORYST JOS
 
Yes
 
(10)DeKalb Regional Health System Inc
2701 N Decatur Rd

Decatur,GA30033
58-2034958
MED MGMT GA 501(c)(3) Type I EMORY HEALTHCARE INC
 
Yes
 
(11)Decatur Health Resources Inc
2675 N Decatur Rd

Decatur,GA30033
58-2081599
HEALTHCARE GA 501(c)(3) 3 DeKalb Regional Health System Inc
 
Yes
 
(12)DeKalb Medical Center Inc
2701 N Decatur Rd

Decatur,GA30033
58-1966795
HEALTHCARE GA 501(c)(3) 3 DeKalb Regional Health System Inc
 
Yes
 
(13)DeKalb Medical Center Foundation Inc
2701 N Decatur Rd

Decatur,GA30033
58-1924605
Fundraising GA 501(c)(3) Type I DeKalb Regional Health System Inc
 
Yes
 
(14)LUTHER C FISCHER FOUNDATION
550 PEACHTREE ST

ATLANTA,GA30308
58-1052508
SUPPORTING ORG GA 501(c)(3) Type I NA
 
Yes
 
(15)EMORY UNIV HOSPITAL MIDTOWN AUXILIARY
550 PEACHTREE ST

ATLANTA,GA30308
58-6035386
SUPPORT GA 501(c)(3) 10 NA
 
 
No
(16)Emory Childrens Pediatric Institute Inc
2015 UPPER GATE DRIVE NE

ATLANTA,GA30322
58-1692698
SUPPORTING ORG GA 501(c)(3) Type I NA
 
 
No
(17)LETTIE PATE EVANS FOUNDATION INC
191 PEACHTREE ST NE STE 3540

ATLANTA,GA30303
23-7282939
SUPPORTING ORG GA 501(c)(3) Type III-O NA
 
 
No
(18)M L SIMPSON FOUNDATION TRUST
1862 INDEPENDENCE SQUARE

ATLANTA,GA30338
58-6418299
SUPPORTING ORG GA 501(c)(3) Type I NA
 
 
No
(19)ROBERT W WOODRUFF HEALTH SCIENCES CENTER
191 PEACHTREE ST NE STE 3540

ATLANTA,GA30303
58-2229271
SUPPORTING ORG GA 501(c)(3) Type I NA
 
 
No
(20)EMORY UNIVERSITY POST-RETIREMENT BENEFIT
1599 CLIFTON ROAD NE

ATLANTA,GA30322
58-2087692
VEBA GA 501(c)(9)   NA
 
 
No
(21)EMORY HEALTHCARE POST-RETIREMENT BENEFIT
1440 CLIFTON ROAD NE

ATLANTA,GA30322
90-0180674
VEBA GA 501(c)(9)   EMORY HEALTHCARE INC
 
 
No
(22)EMORY HEALTHCARE INC RETIREMENT PLAN
1440 CLIFTON ROAD NE

ATLANTA,GA30322
02-0689035
DB PLAN GA 501(c)(9)   EMORY HEALTHCARE INC
 
 
No
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2023
Schedule R (Form 990) 2023
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
(1) ES REHAB LLC

201 DOWMAN DRIVE
ATLANTA,GA30322
46-3808276
HEALTHCARE GA EMORY HEALTHCARE
 
Related 2,504,389 12,103,049   No   Yes    
(2) FIRST EAGLE DIRECT LENDING CO-INVEST III (E) LLC

500 BOYLSTON STREET
SUITE 1250
BOSTON,MA02116
32-0510874
INVESTMENTS DE FIRST EAGLE DIRECT LENDING MANAGER III LLC
 
Excluded 25,295 3,619,869   No -1,084,284   No  
(3) Segra Resource Onshore Partners LP

501 S Flagler Drive
West Palm Beach,FL75201
35-2583377
INVESTMENTS DE Segra Global Management LLC
 
Excluded 63,784,939 193,066,040   No     No  
(4) PLP DRAWDOWN LP

100 CARR 115 UNIT 1900
RINCON,PR006779998
66-1001816
INVESTMENTS PR PLP DRAWDOWN GP LLC
 
Excluded -5,027,836 21,666,970   No     No  
(5) 3ONE4 CAPITAL- CONTINUUM IE

OFFICE NO 1 5TH FL
1 SOBHA 50 ST MARKS RD
BANGALORE,KARNATAKE560001
IN
INVESTMENTS IN 3ONE4CAPITAL ADIVOSRS LLLP
 
Excluded -4,136 5,195,681   No     No  
(6) L5 FUND 2 CO-INVEST LP

112 KROG ST NE STE D135
Atlanta,GA30307
92-1855495
INVESTMENTS GA L5 CAPITAL PARTNERS LLC
 
Related -465,318 2,534,682   No     No  
(7) MUIRFIELD GSE PARTNERS LP

340 ROYAL PONCIANA WAY STE 317
PALM BEACH,FL33401
82-3478272
INVESTMENTS FL MUIRFIELD CAPITAL GLOBAL ADVISORS LLC
 
Related 3,675,848 11,104,075   No     No  
(8) MAESTRIA PARTNERS FUND LP

1410 WEST WESLEY RD NW
Atlanta,GA30327
93-3238690
INVESTMENTS GA MAESTRIA PARTNERS LLC
 
Related 8,064,033 58,064,033   No     No 98.71 %
(9) St Francis Holdings LLC

2122 Manchester Expressway
Columbus,GA31904
84-4055816
Healthcare GA EHC Ventures LLC
 
Related 105,981,075 70,045,309   No   Yes   51 %
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) CLIFTON CASUALTY INSURANCE COMPANY LTD

PO BOX 1159
878 WEST BAY RD
  GRAND CAYMAN  
CJ
84-0825711
CAPTIVE INSURANCE CJ EMORY HEALTHCARE
 
C Corporation 5,411,995 426,413,615   Yes  
(2) NORTHLAKE REGIONAL PHYSICIANS CENTER CONDOMINIUM ASSOCIATION INC

2859 PACES FERRY ROAD SUITE 1140
ATLANTA,GA30339
58-1850529
MEDICAL BLDG GA NA
 
C Corporation 46,945 285,256   Yes  
(3) CHARITABLE REMAINDER TRUSTS (33)

201 DOWMAN DRIVE
ATLANTA,GA30322
CHARITABLE TR GA NA
 
Trust          
(4) POOLED INCOME FUND (1)

201 DOWMAN DRIVE
ATLANTA,GA30322
INCOME FUND GA NA
 
Trust          
(5) DRHS Ventures Inc

2701 N Decatur Rd
Decatur,GA30030
20-1864828
Joint Venture GA Emory Healthcare
 
C Corporation 0 0   Yes  
(6) COLTRANE LONG VALUE OFFSHORE FUND LTD

250 W 55TH ST
16TH FL
NEW YORK,NY10019
98-1576207
INVESTMENTS CJ COLTRANE ASSET MANAGEMENT LP
 
C Corporation 10,837,675 69,582,545   Yes  


Schedule R (Form 990) 2023
Schedule R (Form 990) 2023
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
Yes
 
b Gift, grant, or capital contribution to related organization(s) ............................
1b
Yes
 
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
Yes
 
k Lease of facilities, equipment, or other assets from related organization(s) ......................
1k
 
No
l Performance of services or membership or fundraising solicitations for related organization(s) .....................
1l
Yes
 
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
Yes
 
r Other transfer of cash or property to related organization(s) ............................
1r
 
No
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) SAINT JOSEPH'S HOSPITAL OF ATLANTA INC

B 34,845,945 FMV
(2) EMORYSAINT JOSEPH'S INC

B 35,452,053 FMV
(3) EMORY HEALTHCARE INC

S 115,358,531 FMV



Schedule R (Form 990) 2023
Schedule R (Form 990) 2023
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) 2023
Schedule R (Form 990) 2023
Page 5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R. See instructions.
Return Reference Explanation
Schedule R, Part V SCHEDULE R, PART V ALL TRANSFERS TO AND FROM EMORY UNIVERSITY AND RELATED ORGANIZATIONS WERE CASH TRANSACTIONS AND THEREFORE THE METHOD USED FOR DETERMINING THE AMOUNT INVOLVED WAS BASED ON U.S. DOLLARS.
Schedule R (Form 990) 2023

Additional Data


Software ID: 23017437
Software Version: 2023v6.0