UNIVERSITY OF ROCHESTER: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization: UNIVERSITY OF ROCHESTER (EIN 16-0743209)
Tax period: 2020-07-01 to 2021-06-30
Filed: 2022-05-13
IRS object ID: 202231339349308693
Schema version: 2020v4.1
Source: Download XML · Original 990 at ProPublica

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

Return header
Form 990
Schedule A
Schedule B
Schedule C
Schedule D
Schedule E
Schedule F
Schedule G
Schedule H
Schedule I
Schedule J
Schedule K
Schedule K
Schedule L
Schedule M
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2022-05-13T18:51:02-05:00	ReturnTs
Tax Period End	2021-06-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	PricewaterhouseCoopers LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	2001 MARKET ST SUITE 1800	AddressLine1Txt
City	PHILADELPHIA	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	19103	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2020-07-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	160743209	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	UNIVERSITY OF ROCHESTER	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
In Care Of	% ELIZABETH MILAVEC	InCareOfNm
Business Name Control	UNIV	BusinessNameControlTxt
Phone	5852752800	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	BOX 278893	AddressLine1Txt
City	ROCHESTER	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	146278893	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	ELIZABETH MILAVEC	PersonNm
Person Title	SRVP ADMIN/FIN & CFO	PersonTitleTxt
Phone	5852752800	PhoneNum
Signature	2022-05-11	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	ELIZABETH	PersonFirstNm
Person Last	MILAVEC	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	ANTONIO C RUSSO	PreparerPersonNm
PTIN	P00858539	PTIN
Phone	2673303000	PhoneNum
Preparation	2022-05-04	PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	2	TrustedCustomerCd

Field	Value	IRS element (for citing)
Tax	2020	TaxYr
Build TS	2022-09-23 18:48:47Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	SARAH C MANGELSDORF	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	208 WALLIS HALL	AddressLine1Txt
City	ROCHESTER	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	14627	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$5,118,582,424	GrossReceiptsAmt
Group Return For Affiliates	false	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	www.rochester.edu	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1850	FormationYr
Legal Domicile State	NY	LegalDomicileStateCd
Activity Or Mission	THE PROVISION OF HIGHER EDUCATION IN THE LIBERAL ARTS AND SCIENCES, MEDICINE AND DENTISTRY, NURSING AND MUSIC; RESEARCH; AND CHARITABLE PATIENT CARE SERVICES.	ActivityOrMissionDesc
Voting Members Governing Body	41	VotingMembersGoverningBodyCnt
Voting Members Independent	36	VotingMembersIndependentCnt
Total Employee	32487	TotalEmployeeCnt
Total Volunteers	7765	TotalVolunteersCnt
Total Gross UBI	$8,002,339	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$468,349,413	PYContributionsGrantsAmt
CY Contributions Grants	$511,951,318	CYContributionsGrantsAmt
PY Program Service Revenue	$3,541,573,313	PYProgramServiceRevenueAmt
CY Program Service Revenue	$4,018,665,285	CYProgramServiceRevenueAmt
PY Investment Income	$122,590,949	PYInvestmentIncomeAmt
CY Investment Income	$222,325,600	CYInvestmentIncomeAmt
PY Other Revenue	$3,429,087	PYOtherRevenueAmt
CY Other Revenue	$3,290,649	CYOtherRevenueAmt
PY Total Revenue	$4,135,942,762	PYTotalRevenueAmt
CY Total Revenue	$4,756,232,852	CYTotalRevenueAmt
PY Grants And Similar Paid	$260,897,738	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$259,381,445	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$2,396,131,875	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$2,500,724,783	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$269,871	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$222,879	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$38,333,061	CYTotalFundraisingExpenseAmt
PY Other Expenses	$1,430,145,142	PYOtherExpensesAmt
CY Other Expenses	$1,534,798,181	CYOtherExpensesAmt
PY Total Expenses	$4,087,444,626	PYTotalExpensesAmt
CY Total Expenses	$4,295,127,288	CYTotalExpensesAmt
PY Revenues Less Expenses	$48,498,136	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$461,105,564	CYRevenuesLessExpensesAmt
Total Assets BOY	$6,120,504,819	TotalAssetsBOYAmt
Total Assets EOY	$7,861,155,828	TotalAssetsEOYAmt
Total Liabilities BOY	$2,734,427,092	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$3,192,969,781	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$3,386,077,727	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$4,668,186,047	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	THE PROVISION OF HIGHER EDUCATION IN THE LIBERAL ARTS AND SCIENCES, MEDICINE AND DENTISTRY, NURSING AND MUSIC; RESEARCH; AND CHARITABLE PATIENT CARE SERVICES.	MissionDesc
Significant New Program Srvc	false	SignificantNewProgramSrvcInd
Significant Change	false	SignificantChangeInd
Expense	$671,483,385	ExpenseAmt
Grant	$259,381,445	GrantAmt
Revenue	$621,086,433	RevenueAmt
Desc	EDUCATIONAL ACTIVITIES - THE UNIVERSITY IS COMPRISED OF SIX SCHOOLS OFFERING PROGRAMS FROM UNDERGRADUATE TO POST-DOCTORAL DEGREES. THESE ARE THE SCHOOL OF ARTS AND SCIENCES, THE HAJIM SCHOOL OF ENGINEERING, THE WARNER SCHOOL OF EDUCATION AND HUMAN DEVELOPMENT, EASTMAN SCHOOL OF MUSIC, SIMON GRADUATE SCHOOL OF BUSINESS ADMINISTRATION, SCHOOL OF NURSING, AND SCHOOL OF MEDICINE AND DENTISTRY. THERE ARE ALSO A NUMBER OF IMPORTANT CENTERS OF ACADEMIC EXCELLENCE, FOR EXAMPLE, THE INSTITUTE OF OPTICS, THE LABORATORY FOR LASER ENERGETICS, THE WILMOT CANCER CENTER, AND THE FLAUM EYE INSTITUTE. THE FULL-TIME FACULTY OF THE SCHOOL OF MEDICINE AND DENTISTRY PROVIDE CLINICAL SERVICES AS PART OF THE ACADEMIC MEDICAL PROGRAM; THIS ACTIVITY OCCURS 100 PERCENT WITHIN THE MEDICAL SCHOOL AND IS INTERNALLY ORGANIZED AND SUPERVISED AS URMFG OR UNIVERSITY OF ROCHESTER MEDICAL FACULTY GROUP. THERE ARE 1,386 FULL-TIME TENURED FACULTY MEMBERS AND 12,074 UNDERGRADUATE AND GRADUATE STUDENTS ENROLLED IN THE UNIVERSITY. THE UNIVERSITY HAS ALWAYS PLACED FINANCIAL AID FOR ITS STUDENTS AMONG ITS HIGHEST PRIORITIES. SCHOLARSHIPS COVER A PORTION OF THE COST OF ATTENDING THE UNIVERSITY OF ROCHESTER. THE UNIVERSITY IS COMMITTED TO OFFERING THE HIGHEST QUALITY EDUCATION TO ITS STUDENTS, REGARDLESS OF THEIR ECONOMIC CIRCUMSTANCES OR BACKGROUND. FOR EXAMPLE, THE UNIVERSITY HAS A PROGRAM TO EXPAND HIGHER EDUCATION OPPORTUNITIES FOR STUDENTS FROM THE ROCHESTER CITY SCHOOL DISTRICT (RCSD), A DISTRICT WITH ONE OF THE HIGHEST POVERTY AND SCHOOL DROPOUT RATES IN NEW YORK STATE. THE UNIVERSITY PROVIDES $25,000 PER YEAR FOR FOUR YEARS TO EVERY GRADUATE OF THE SCHOOL DISTRICT WHO IS ADMITTED TO THE UNIVERSITY'S COLLEGE OF ARTS, SCIENCES AND ENGINEERING; THIS IS EQUIVALENT TO AN AWARD OF $100,000 FOR EACH STUDENT.THROUGH THE ENDOWMENT, THE UNIVERSITY PERPETUATES AND ENHANCES ITS EDUCATIONAL, RESEARCH, CLINICAL CARE PROGRAMS AND PUBLIC SERVICE MISSIONS. THIS COMMITMENT REQUIRES AN ENDOWMENT PAYOUT OF 5.7 PERCENT CALCULATED ON A ROLLING FIVE-YEAR AVERAGE OF THE ENDOWMENT'S MARKET VALUE. THE UNIVERSITY'S ENDOWMENT CONSISTS LARGELY OF INDIVIDUAL FUNDS THANKS TO THE GENEROSITY OF CHARITABLE DONORS. THE DONORS OF THESE GIFTS OFTEN SPECIFY AND RESTRICT THE PURPOSES FOR WHICH THE INCOME MAY BE SPENT TO ENSURE LONG-TERM BENEFITS.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$329,867,399	ExpenseAmt
Grant	$0	GrantAmt
Revenue	$90,211,491	RevenueAmt
Desc	RESEARCH ACTIVITIES: THE UNIVERSITY PERFORMS RESEARCH, TRAINING, AND OTHER SERVICES UNDER GRANTS, CONTRACTS, AND SIMILAR AGREEMENTS WITH SPONSORING ORGANIZATIONS, PRIMARILY DEPARTMENTS AND AGENCIES OF THE UNITED STATES GOVERNMENT. DURING THE 2020-2021 FISCAL YEAR, THERE WERE 4,646 GRANTS AND CONTRACTS IN EFFECT THAT TOTALED $417,976,053 IN REVENUE.ROCHESTER RESEARCHERS ARE SCIENTISTS AND SCHOLARS, INVENTORS AND CONSERVATORS, ARTISTS AND ANALYSTS. THEY KNOW MANY OF THE BEST BREAKTHROUGHS IN KNOWLEDGE AND CREATIVITY OCCUR BY CROSSING BOUNDARIES. MANY OF THE UNIVERSITY'S RESEARCH ENVIRONMENTS ARE DESIGNED TO FACILITATE COLLABORATION AND EXPLORATION ACROSS DISCIPLINES. RESEARCH AT THE UNIVERSITY OF ROCHESTER OCCURS IN 60 RESEARCH CENTERS AND INSTITUTES ACROSS THE UNIVERSITY, INCLUDING: - THE LABORATORY FOR LASER ENERGETICS (LLE) - THE LASER LAB IS THE LARGEST UNIVERSITY-BASED DEPARTMENT OF ENERGY RESEARCH PROGRAM IN THE NATION AND IS HOME TO THE MOST POWERFUL LASER SYSTEMS FOUND AT ANY ACADEMIC INSTITUTION IN THE WORLD. AT THE LAB, RESEARCHERS FROM ALL OVER THE WORLD PROBE THE EXTREMES OF TEMPERATURE AND PRESSURE IN LABORATORY-SCALE EXPERIMENTS. - THE INSTITUTE OF OPTICS - HOME TO THE NATION'S FIRST OPTICAL SCIENCE, ENGINEERING AND DESIGN PROGRAM. THE INSTITUTE OF OPTICS HAS GRANTED ABOUT HALF OF ALL DEGREES IN OPTICS AWARDED IN THE U.S. - THE DEL MONTE INSTITUTE FOR NEUROSCIENCE - INSTRUMENTAL IN BRINGING TOGETHER NEUROSCIENCE AND RELATED DISCIPLINES- BIOMEDICAL ENGINEERING, BRAIN AND COGNITIVE SCIENCES, COMPUTER SCIENCE, AND NEUROLOGY. THIS MULTIDISCIPLINARY WORK HAS MADE POSSIBLE CRITICAL RESEARCH INTO ALZHEIMER'S, MULTIPLE SCLEROSIS, AUTISM AND DYSLEXIA. - THE HUMANITIES CENTER - AN INTELLECTUAL HOME BASE FOR STUDENTS, FACULTY, RESEARCHERS, ARTISTS AND THE PUBLIC. RESEARCH PROJECTS AFFECT FIELDS BEYOND THE HUMANITIES, INCLUDING MEDICINE, BUSINESS, SCIENCE AND ENGINEERING. - MT. HOPE FAMILY CENTER - LEADING EXPERTS PROVIDE EVIDENCE-BASED INTERVENTION AND PREVENTION SERVICES TO OVER 900 AT-RISK CHILDREN AND FAMILIES ANNUALLY. - INSTITUTE FOR MUSIC LEADERSHIP - DEVELOPING CREATIVE AND EFFECTIVE LEADERS FOR TODAY'S MUSICAL WORLD.	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Expense	$2,968,159,175	ExpenseAmt
Grant	$0	GrantAmt
Revenue	$3,218,367,847	RevenueAmt
Desc	SERVICES OF HOSPITAL AND CLINICS- THE UNIVERSITY OF ROCHESTER (THE "UNIVERSITY") PROVIDES HEALTH CARE SERVICES TO THE GREATER ROCHESTER AND FINGER LAKES AREA THROUGH STRONG MEMORIAL HOSPITAL, STRONG HOME CARE GROUP, THE VARIOUS ENTITIES INCLUDED IN STRONG PARTNERS HEALTH SYSTEM, INC. (SPHS), F.F. THOMPSON HEALTH SYSTEM, INC., LIVINGSTON HEALTH CARE SYSTEM, INC., THE MEMORIAL HOSPITAL OF WILLIAM F. AND GERTRUDE F. JONES, INC. AND ST. JAMES HOSPITAL. TO SUPPORT THE TEACHING AND RESEARCH MISSIONS OF ITS SCHOOL OF MEDICINE AND DENTISTRY AND ITS SCHOOL OF NURSING, THE UNIVERSITY OF ROCHESTER OPERATES STRONG MEMORIAL HOSPITAL, A TERTIARY CARE TEACHING HOSPITAL, WHICH INCLUDES THE GOLISANO CHILDREN'S HOSPITAL. STRONG MEMORIAL HOSPITAL, GOLISANO CHILDREN'S HOSPITAL, AND THE UNIVERSITY OF ROCHESTER MEDICAL FACULTY GROUP OPERATE AS UNINCORPORATED DIVISIONS OF THE UNIVERSITY OF ROCHESTER. STRONG MEMORIAL HOSPITAL PROVIDES HEALTH CARE SERVICES THROUGH ITS INPATIENT, OUTPATIENT AND EMERGENCY FACILITIES. THE MEDICAL STAFF OF THE HOSPITAL IS THE FACULTY OF THE SCHOOL OF MEDICINE AND DENTISTRY. THE ACADEMIC DEPARTMENT CHAIRS ALSO FUNCTION AS THE DEPARTMENT HEADS OF THE MEDICAL SERVICES IN THE HOSPITAL. THERE ARE EXTENSIVE INTERN AND RESIDENT PROGRAMS. THE HOSPITAL PROVIDES CARE REGARDLESS OF THE PATIENT'S ABILITY TO PAY FOR SERVICES. DURING THE 2020-2021 FISCAL YEAR, THERE WERE 308,048 TOTAL INPATIENT DAYS AND 116,481 EMERGENCY VISITS. IN ADDITION TO BEING A TEACHING FACILITY, THE HOSPITAL OPERATES IN A CHARITABLE MANNER CONSISTENT WITH THE REQUIREMENTS OF INTERNAL REVENUE CODE SECTION 501(C)(3) AND THE "COMMUNITY BENEFIT STANDARD" OF IRS REVENUE RULING 69-545. IN THIS REGARD, THE GOVERNING BODY OF THE ORGANIZATION IS COMPOSED OF PROMINENT CITIZENS IN THE COMMUNITY. MEDICAL STAFF PRIVILEGES IN THE HOSPITAL ARE AVAILABLE TO ALL QUALIFIED PHYSICIANS IN THE AREA WHO ALSO CAN QUALIFY AS FULL OR PART-TIME FACULTY OF THE SCHOOL OF MEDICINE AND DENTISTRY; THE HOSPITAL MAINTAINS A FULL-TIME EMERGENCY ROOM OPEN TO ALL REGARDLESS OF ABILITY TO PAY; THE HOSPITAL PROVIDES CARE TO NEEDY MEMBERS OF ITS COMMUNITY WITH ITS CHARITY CARE POLICY REGARDLESS OF THEIR ABILITY TO PAY FOR SERVICES AND ADMITS AS PATIENTS THOSE ABLE TO PAY FOR CARE, EITHER THEMSELVES OR THROUGH THIRD-PARTY PAYERS SUCH AS PRIVATE HEALTH INSURANCE OR GOVERNMENT PROGRAMS SUCH AS MEDICARE AND MEDICAID. THE HOSPITAL'S EXCESS FUNDS ARE GENERALLY APPLIED TO EXPANSION AND REPLACEMENT OF EXISTING FACILITIES AND EQUIPMENT, MEDICAL RESEARCH, AMORTIZATION OF INDEBTEDNESS, IMPROVEMENTS IN PATIENT CARE, COMMUNITY BENEFIT ACTIVITIES AND CHARITY CARE.	Desc

Field	Value	IRS element (for citing)
Total Other Prog Srvc Expense	$119,803,761	TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant	$0	TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue	$81,605,698	TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses	$4,089,313,720	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (true)	DescribedInSection501c3Ind
Schedule B Required	Yes (true)	ScheduleBRequiredInd
Political Campaign Acty	false	PoliticalCampaignActyInd
Lobbying Activities	Yes (true)	LobbyingActivitiesInd
Subject To Proxy Tax	false	SubjectToProxyTaxInd
Donor Advised Fund	Yes (true)	DonorAdvisedFundInd
Conservation Easements	false	ConservationEasementsInd
Collections Of Art	Yes (true)	CollectionsOfArtInd
Credit Counseling	false	CreditCounselingInd
Donor Rstr Or Quasi Endowments	Yes (true)	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	Yes (true)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	Yes (true)	ReportInvestmentsOtherSecInd
Report Program Related Invst	false	ReportProgramRelatedInvstInd
Report Other Assets	false	ReportOtherAssetsInd
Report Other Liabilities	Yes (true)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (true)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	false	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	Yes (true)	ConsolidatedAuditFinclStmtInd
School Operating	Yes (true)	SchoolOperatingInd
Foreign Office	Yes (true)	ForeignOfficeInd
Foreign Activities	Yes (true)	ForeignActivitiesInd
More Than5000 K To Org	false	MoreThan5000KToOrgInd
More Than5000 K To Individuals	false	MoreThan5000KToIndividualsInd
Professional Fundraising	Yes (true)	ProfessionalFundraisingInd
Fundraising Activities	Yes (true)	FundraisingActivitiesInd
Gaming Activities	false	GamingActivitiesInd
Operate Hospital	Yes (true)	OperateHospitalInd
Audited Financial Stmt Att	Yes (true)	AuditedFinancialStmtAttInd
Grants To Organizations	false	GrantsToOrganizationsInd
Grants To Individuals	Yes (true)	GrantsToIndividualsInd
Schedule J Required	Yes (true)	ScheduleJRequiredInd
Tax Exempt Bonds	Yes (true)	TaxExemptBondsInd
Invest Tax Exempt Bonds	false	InvestTaxExemptBondsInd
Escrow Account	false	EscrowAccountInd
On Behalf Of Issuer	false	OnBehalfOfIssuerInd
Engaged In Excess Benefit Trans	false	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	false	PYExcessBenefitTransInd
Loan Outstanding	Yes (true)	LoanOutstandingInd
Grant To Related Person	Yes (true)	GrantToRelatedPersonInd
Business Rln With Org Mem	Yes (true)	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	Yes (true)	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	Yes (true)	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	Yes (true)	DeductibleNonCashContriInd
Deductible Art Contribution	Yes (true)	DeductibleArtContributionInd
Terminate Operations	false	TerminateOperationsInd
Partial Liquidation	false	PartialLiquidationInd
Disregarded Entity	Yes (true)	DisregardedEntityInd
Related Entity	Yes (true)	RelatedEntityInd
Related Organization Ctrl Ent	Yes (true)	RelatedOrganizationCtrlEntInd
Transaction With Control Ent	Yes (true)	TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	Yes (true)	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	false	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (true)	ScheduleORequiredInd
IRP Document	16809	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (true)	BackupWthldComplianceInd
Employee	32487	EmployeeCnt
Employment Tax Returns Filed	Yes (true)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	Yes (true)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (true)	Form990TFiledInd
Foreign Financial Account	Yes (true)	ForeignFinancialAccountInd
Foreign Country	UK	ForeignCountryCd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Taxable Party Notification	false	TaxablePartyNotificationInd
Nondeductible Contributions	false	NondeductibleContributionsInd
Quid Pro Quo Contributions	Yes (true)	QuidProQuoContributionsInd
Quid Pro Quo Contri Discl	Yes (true)	QuidProQuoContriDisclInd
Form8282 Property Disposed Of	false	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
DAF Excess Business Holdings	false	DAFExcessBusinessHoldingsInd
Taxable Distributions	false	TaxableDistributionsInd
Distribution To Donor	false	DistributionToDonorInd
Indoor Tanning Services	false	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	Yes (true)	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	false	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	41	GoverningBodyVotingMembersCnt
Independent Voting Member	36	IndependentVotingMemberCnt
Family Or Business Rln	false	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	false	DelegationOfMgmtDutiesInd
Change To Org Documents	false	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	false	MaterialDiversionOrMisuseInd
Members Or Stockholders	false	MembersOrStockholdersInd
Election Of Board Members	false	ElectionOfBoardMembersInd
Decisions Subject To Approva	false	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (true)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (true)	MinutesOfCommitteesInd
Officer Mailing Address	false	OfficerMailingAddressInd
Local Chapters	false	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (true)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (true)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (true)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (true)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (true)	WhistleblowerPolicyInd
Document Retention Policy	Yes (true)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (true)	CompensationProcessCEOInd
Compensation Process Other	Yes (true)	CompensationProcessOtherInd
Investment In Joint Venture	Yes (true)	InvestmentInJointVentureInd
Written Policy Or Procedure	Yes (true)	WrittenPolicyOrProcedureInd
States Where Copy Of Return Is Fld	CA	StatesWhereCopyOfReturnIsFldCd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Field	Value	IRS element (for citing)
Person	ELIZABETH MILAVEC	PersonNm
Phone	5852752800	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	208 WALLIS HALL	AddressLine1Txt
City	ROCHESTER	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	14627	ZIPCd

Field	Value	IRS element (for citing)
Info In Schedule O Part VII	Yes (X)	InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (70 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt	Highest Compensated EmployeeHighestCompensatedEmployeeInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Key EmployeeKeyEmployeeInd	OfficerOfficerInd	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
GEORGE M ALFIERIS MD
PROFESSOR-CARDIAC SURGERY M&D	85.0	0.0	Yes (X)	$7,492,136	$0	$323,661
ROBERT W MOLINARI MD
PROFESSOR-ORTHOPAEDICS M&D	55.0	0.0	Yes (X)	$2,155,021	$0	$39,006
MICHAEL D MALONEY MD
PROFESSOR-ORTHOPAEDICS M&D	86.0	0.0	Yes (X)	$1,948,938	$0	$36,450
TARUN BHALLA MD
ASSOC PROF NEUROLOGY	60.0	0.0	Yes (X)	$1,928,777	$0	$39,571
STEVEN I GOLDSTEIN
PRES/CEO SMH & HH,SRVP URMC	55.0	16.0		$1,352,695	$0	$336,816	Yes (X)
ILYA VOLOSHIN MD
PROFESSOR-ORTHOPAEDICS M&D	60.0	0.0	Yes (X)	$1,532,743	$0	$32,538
MARK B TAUBMAN MD
SRVP HEALTH,CEO URMC, DEAN SMD	68.0	7.0		$1,402,783	$0	$132,816		Yes (X)
ROBERT L CLARK
PROVOST & SRVP RESEARCH	55.0	0.0		$1,271,008	$0	$80,950		Yes (X)
MICHAEL F ROTONDO MD
CEO URMFG, SR VP URMC	55.0	0.0		$1,035,473	$0	$69,327	Yes (X)
SARAH MANGELSDORF
TRUSTEE,PRES & CEO	80.0	0.0		$791,699	$0	$114,620		Yes (X)	Yes (X)
KATHLEEN PARRINELLO
COO SMH, EXEC VP SMH	65.0	4.0		$738,110	$0	$100,121	Yes (X)
ADAM P ANOLIK
CFO URMC	55.0	9.0		$655,895	$0	$108,478	Yes (X)
DOUGLAS W PHILLIPS
SRVP & CHIEF INVESTMENT OFCR	62.0	0.0		$702,035	$0	$35,598		Yes (X)
THOMAS J FARRELL
SRVP & CHIEF ADVANCEMENT OFCR	55.0	0.0		$623,468	$0	$37,371		Yes (X)
MICHAEL J APOSTOLAKOS MD
CMO,SMH & HH, VP URMC	55.0	9.0		$604,098	$0	$52,626	Yes (X)
PETER G ROBINSON
VP GOV'T & COMM REL, URMC	55.0	5.0		$495,224	$0	$113,902		Yes (X)
HOLLY G CRAWFORD
SR VP, ADMIN & FIN, CFO, TRSR	65.0	0.0		$571,860	$0	$33,311		Yes (X)
DONNA GOODEN PAYNE
VP AND GENERAL COUNSEL	60.0	2.0		$530,613	$0	$48,688		Yes (X)
JOEL S SELIGMAN
PRESIDENT EMERITUS & PROFESSOR	40.0	0.0		$472,372	$0	$30,224				Yes (X)
RAYMOND J MAYEWSKI MD
PROFESSOR,FRMR VP URMC	40.0	0.0		$452,225	$0	$25,951				Yes (X)
CARRIE P FULLER-SPENCER
CFO SMH,HH,LTC&ASSOC VP URMC	55.0	9.0		$413,502	$0	$59,772	Yes (X)
PETER LENNIE
PROFESSOR, FRMR PROVOST	40.0	0.0		$385,221	$0	$40,304				Yes (X)
RICHARD FELDMAN
PROFESSOR,FRMR INTERIM PRES	40.0	0.0		$331,052	$0	$34,682				Yes (X)
ELIZABETH STAUDERMAN
VP FOR COMMUNICATIONS	55.0	0.0		$326,112	$0	$27,745		Yes (X)
MERCEDES RAMIREZ FERNANDEZ
VP EQUITY, INCLUSION, CDO	55.0	0.0		$285,593	$0	$20,845		Yes (X)
ANTHONY GREEN
CHIEF OF STAFF PRES;SECY BOARD	55.0	0.0		$223,332	$0	$45,776		Yes (X)
RICHARD T AAB
TRUSTEE- UNTIL 5/2021	2.0	0.0		$0	$0	$0			Yes (X)
JOSEPH W ABRAMS
TRUSTEE	2.0	0.0		$0	$0	$0			Yes (X)
MARK S AIN
TRUSTEE	2.0	0.0		$0	$0	$0			Yes (X)
JOAN S BEAL
TRUSTEE	2.0	0.0		$0	$0	$0			Yes (X)
JAY S BENET
TRUSTEE	2.0	0.0		$0	$0	$0			Yes (X)
NAOMI M BERGMAN
TRUSTEE	2.0	0.0		$0	$0	$0			Yes (X)
STEPHEN R BIGGAR MD PHD
TRUSTEE	2.0	0.0		$0	$0	$0			Yes (X)
LAURENCE H BLOCH
TRUSTEE- UNTIL 5/2021	2.0	0.0		$0	$0	$0			Yes (X)
H CHRISTOPHER BOEHNING
TRUSTEE	2.0	0.0		$0	$0	$0			Yes (X)
JOHN H BRUNING
TRUSTEE	2.0	0.0		$0	$0	$0			Yes (X)
ELIZABETH P BRUNO
TRUSTEE	2.0	0.0		$0	$0	$0			Yes (X)
BARBARA J BURGER
TRUSTEE	2.0	0.0		$0	$0	$0			Yes (X)
CAROL JOHN A DAVIDSON
TRUSTEE	2.0	0.0		$0	$0	$0			Yes (X)
LAUNCELOT F DRUMMOND
TRUSTEE	2.0	0.0		$0	$0	$0			Yes (X)
BERNARD T FERRARI MD
TRUSTEE	2.0	0.0		$0	$0	$0			Yes (X)
EMERSON U FULLWOOD
TRUSTEE	2.0	0.0		$0	$0	$0			Yes (X)
ANI N GABRELLIAN
TRUSTEE	2.0	0.0		$0	$0	$0			Yes (X)
GWEN MELTZER GREENE
TRUSTEE	2.0	0.0		$0	$0	$0			Yes (X)
RICHARD B HANDLER
TRUSTEE (CHAIR)	2.0	0.0		$0	$0	$0		Yes (X)	Yes (X)
CAROL D KARP
TRUSTEE (VICE CHAIR)	2.0	0.0		$0	$0	$0		Yes (X)	Yes (X)
ROBERT J KEEGAN
TRUSTEE	2.0	0.0		$0	$0	$0			Yes (X)
LAURENCE KESSLER
TRUSTEE	2.0	0.0		$0	$0	$0			Yes (X)
EVANS Y LAM
TRUSTEE	2.0	0.0		$0	$0	$0			Yes (X)
NANCY A LIEBERMAN
TRUSTEE	2.0	0.0		$0	$0	$0			Yes (X)
GAIL A LIONE
TRUSTEE	2.0	0.0		$0	$0	$0			Yes (X)
EDWARD D MILLER MD
TRUSTEE	2.0	0.0		$0	$0	$0			Yes (X)
CATHY E MINEHAN
TRUSTEE	2.0	0.0		$0	$0	$0			Yes (X)
NAVEEN NATARAJ
TRUSTEE	2.0	0.0		$0	$0	$0			Yes (X)
SANDRA A PARKER
TRUSTEE- UNTIL 6/6/2021	2.0	0.0		$0	$0	$0			Yes (X)
LIZETTE M PEREZ-DEISBOECK
TRUSTEE	2.0	0.0		$0	$0	$0			Yes (X)
PHILIP A PIZZO MD
TRUSTEE	2.0	0.0		$0	$0	$0			Yes (X)
RONALD RETTNER
TRUSTEE	2.0	0.0		$0	$0	$0			Yes (X)
THOMAS S RICHARDS
TRUSTEE	2.0	0.0		$0	$0	$0			Yes (X)
MARTIN SANDERS
TRUSTEE	2.0	0.0		$0	$0	$0			Yes (X)
THOMAS R SLOAN
TRUSTEE- UNTIL 5/2021	2.0	0.0		$0	$0	$0			Yes (X)
KATHY N WALLER
TRUSTEE	2.0	0.0		$0	$0	$0			Yes (X)
ELIZABETH WARD
TRUSTEE	2.0	0.0		$0	$0	$0			Yes (X)
DANIEL R WEGMAN
TRUSTEE	2.0	0.0		$0	$0	$0			Yes (X)
TIMOTHY C WENTWORTH
TRUSTEE	2.0	0.0		$0	$0	$0			Yes (X)
THOMAS C WILMOT SR
TRUSTEE	2.0	0.0		$0	$0	$0			Yes (X)
ALAN S ZEKELMAN
TRUSTEE	2.0	0.0		$0	$0	$0			Yes (X)
STEVEN K GRINSPOON MD
TRUSTEE- AS OF 5/2021	2.0	0.0		$0	$0	$0			Yes (X)
CURTIS J JOHNSON
TRUSTEE- AS OF 5/2021	2.0	0.0		$0	$0	$0			Yes (X)
MARY-FRANCES WINTERS
TRUSTEE- AS OF 5/2021	2.0	0.0		$0	$0	$0			Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$28,498,653	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$1,975,373	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	3661	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	Yes (true)	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (true)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	false	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
LECHASE CONSTRUCTION SERVICES
205 INDIGO CREEK DRIVE	ROCHESTER	NY	14626	CONSTRUCTION SRVCS	$6,459,528
CABOT GROUP INC
130 LINDEN OAKS DRIVE	ROCHESTER	NY	14625	CUSTODIAL MAIN SRVCS	$6,421,129
EPIC SYSTEMS CORPORATION
1979 MILKY WAY	VERONA	WI	53593	TECH SUPPORT SRVCS	$6,347,866
INTERLAKES ONCOLOGY AND HEMATOLOGY
211 WHITE SPRUCE BLVD SUITE A	ROCHESTER	NY	14623	MEDICAL SERVICES	$5,929,428
DGA BUILDERS INC
1170 PITTSFORD-VICTOR ROAD	PITTSFORD	NY	14534	CONSTRUCTION SRVCS	$4,920,173

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	547	CntrctRcvdGreaterThan100KCnt
Federated Campaigns	$384,360	FederatedCampaignsAmt
Fundraising	$3,191,000	FundraisingAmt
Related Organizations	$2,209,000	RelatedOrganizationsAmt
Government Grants	$434,452,574	GovernmentGrantsAmt
All Other Contributions	$71,714,384	AllOtherContributionsAmt
Noncash Contributions	$15,101,592	NoncashContributionsAmt
Total Contributions	$511,951,318	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt	Unrelated Business RevenueUnrelatedBusinessRevenueAmt
SERVICES OF HOSPITALS AND CLINICS (NET)	621500	$3,218,367,847	$3,210,989,531	$7,378,316
EDUCATIONAL ACTIVITIES	611310	$628,480,249	$628,464,749	$15,500
RESEARCH & OTHER CONTRACTS	900099	$90,211,491	$90,211,491
AUXILIARY ENTERPRISES	900099	$81,605,698	$81,605,698

Field	Value	IRS element (for citing)
Total Program Service Revenue	$4,018,665,285	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$106,764,489	TotalRevenueColumnAmt
Unrelated Business Revenue	$597,613	UnrelatedBusinessRevenueAmt
Exclusion	$106,166,876	ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$78,637	TotalRevenueColumnAmt
Exclusion	$78,637	ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$3,281,418	TotalRevenueColumnAmt
Exclusion	$3,281,418	ExclusionAmt

Less Rental Expenses LessRentalExpensesGrp

Field	Value	IRS element (for citing)
Real	$0	RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$0	RealAmt
Personal	$0	PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$477,436,323	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$361,953,849	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$115,482,474	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$115,482,474	TotalRevenueColumnAmt
Exclusion	$115,482,474	ExclusionAmt

Field	Value	IRS element (for citing)
Fundraising Gross Income	$394,044	FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event	$1,947,668	ContriRptFundraisingEventAmt
Fundraising Direct Expenses	$395,723	FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$1,679	TotalRevenueColumnAmt
Exclusion	-$1,679	ExclusionAmt

Field	Value	IRS element (for citing)
Gaming Gross Income	$0	GamingGrossIncomeAmt
Gaming Direct Expenses	$0	GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Field	Value	IRS element (for citing)
Gross Sales Of Inventory	$0	GrossSalesOfInventoryAmt
Cost Of Goods Sold	$0	CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Unrelated Business RevenueUnrelatedBusinessRevenueAmt
MAG & CHAPEL FACILITY RENTAL	531390	$10,509	$10,509
TRAVEL TOURS	561520	$401	$401

Field	Value	IRS element (for citing)
Other Revenue Total	$10,910	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$4,756,232,852	TotalRevenueColumnAmt
Related Or Exempt Func Income	$4,011,271,469	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$8,002,339	UnrelatedBusinessRevenueAmt
Exclusion	$225,007,726	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$3,326	TotalAmt
Program Services	$3,326	ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$259,378,119	TotalAmt
Program Services	$259,378,119	ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Benefits To Members BenefitsToMembersGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$12,271,338	TotalAmt
Program Services	$3,448,359	ProgramServicesAmt
Management And General	$8,189,204	ManagementAndGeneralAmt
Fundraising	$633,775	FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

Field	Value	IRS element (for citing)
Total	$2,167,891	TotalAmt
Program Services	$1,723,538	ProgramServicesAmt
Management And General	$444,353	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$1,946,933,858	TotalAmt
Program Services	$1,881,526,561	ProgramServicesAmt
Management And General	$44,993,964	ManagementAndGeneralAmt
Fundraising	$20,413,333	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$97,965,697	TotalAmt
Program Services	$92,813,887	ProgramServicesAmt
Management And General	$4,108,053	ManagementAndGeneralAmt
Fundraising	$1,043,757	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$316,029,419	TotalAmt
Program Services	$299,409,469	ProgramServicesAmt
Management And General	$13,252,746	ManagementAndGeneralAmt
Fundraising	$3,367,204	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$125,356,580	TotalAmt
Program Services	$118,764,092	ProgramServicesAmt
Management And General	$5,256,849	ManagementAndGeneralAmt
Fundraising	$1,335,639	FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

Field	Value	IRS element (for citing)
Total	$16,468,938	TotalAmt
Program Services	$16,468,938	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$4,422,315	TotalAmt
Program Services	$3,294,056	ProgramServicesAmt
Management And General	$1,120,701	ManagementAndGeneralAmt
Fundraising	$7,558	FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$1,212,449	TotalAmt
Program Services	$53,000	ProgramServicesAmt
Management And General	$1,159,449	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

Field	Value	IRS element (for citing)
Total	$314,119	TotalAmt
Program Services	$314,119	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	$222,879	TotalAmt
Fundraising	$222,879	FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$3,863,752	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$3,863,752	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$135,056,294	TotalAmt
Program Services	$131,726,498	ProgramServicesAmt
Management And General	$2,589,541	ManagementAndGeneralAmt
Fundraising	$740,255	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$2,480,217	TotalAmt
Program Services	$2,439,169	ProgramServicesAmt
Management And General	$750	ManagementAndGeneralAmt
Fundraising	$40,298	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$82,208,408	TotalAmt
Program Services	$79,455,923	ProgramServicesAmt
Management And General	$1,550,751	ManagementAndGeneralAmt
Fundraising	$1,201,734	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$50,306,499	TotalAmt
Program Services	$49,316,770	ProgramServicesAmt
Management And General	$614,099	ManagementAndGeneralAmt
Fundraising	$375,630	FundraisingAmt

Royalties RoyaltiesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$112,239,413	TotalAmt
Program Services	$111,625,993	ProgramServicesAmt
Management And General	$613,002	ManagementAndGeneralAmt
Fundraising	$418	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$2,401,288	TotalAmt
Program Services	$2,293,702	ProgramServicesAmt
Management And General	$83,173	ManagementAndGeneralAmt
Fundraising	$24,413	FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$4,054,536	TotalAmt
Program Services	$3,850,014	ProgramServicesAmt
Management And General	$100,479	ManagementAndGeneralAmt
Fundraising	$104,043	FundraisingAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$41,442,318	TotalAmt
Program Services	$31,410,784	ProgramServicesAmt
Management And General	$9,663,140	ManagementAndGeneralAmt
Fundraising	$368,394	FundraisingAmt

Payments To Affiliates PaymentsToAffiliatesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$213,413,885	TotalAmt
Program Services	$193,394,693	ProgramServicesAmt
Management And General	$19,414,575	ManagementAndGeneralAmt
Fundraising	$604,617	FundraisingAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$23,382,986	TotalAmt
Program Services	$21,872,737	ProgramServicesAmt
Management And General	$1,510,249	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
MEDICAL SUPPLIES	$784,431,928	$784,431,928
OTHER-UBIT STATE TAX PAID	$298,045	$298,045
OTHER EXPENSES	$56,800,791		$48,951,677	$7,849,114

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$4,295,127,288	TotalAmt
Program Services	$4,089,313,720	ProgramServicesAmt
Management And General	$167,480,507	ManagementAndGeneralAmt
Fundraising	$38,333,061	FundraisingAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part X	Yes (X)	InfoInScheduleOPartXInd

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$380,243,272	BOYAmt
EOY	$630,529,978	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$160,669,837	BOYAmt
EOY	$163,645,813	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$430,962,285	BOYAmt
EOY	$464,471,077	EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

Field	Value	IRS element (for citing)
BOY	$8,049,014	BOYAmt
EOY	$6,859,314	EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

Field	Value	IRS element (for citing)
BOY	$11,850,833	BOYAmt
EOY	$9,934,625	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$51,618,885	BOYAmt
EOY	$60,337,798	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$20,882,755	BOYAmt
EOY	$23,538,687	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$4,687,770,206	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$2,822,297,070	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$1,884,190,311	BOYAmt
EOY	$1,865,473,136	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$291,132,000	BOYAmt
EOY	$905,421,212	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$2,609,440,993	BOYAmt
EOY	$3,446,448,726	EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Intangible Assets IntangibleAssetsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$271,464,634	BOYAmt
EOY	$284,495,462	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$6,120,504,819	BOYAmt
EOY	$7,861,155,828	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$526,575,398	BOYAmt
EOY	$616,057,392	EOYAmt

Grants Payable GrantsPayableGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$78,428,807	BOYAmt
EOY	$71,161,531	EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$831,740,343	BOYAmt
EOY	$1,111,875,860	EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

Field	Value	IRS element (for citing)
BOY	$133,646,816	BOYAmt
EOY	$179,969,914	EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

Field	Value	IRS element (for citing)
BOY	$96,531,842	BOYAmt
EOY	$92,143,191	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$1,067,503,886	BOYAmt
EOY	$1,121,761,893	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$2,734,427,092	BOYAmt
EOY	$3,192,969,781	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$2,060,596,812	BOYAmt
EOY	$2,830,553,138	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$1,325,480,915	BOYAmt
EOY	$1,837,632,909	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$3,386,077,727	BOYAmt
EOY	$4,668,186,047	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$6,120,504,819	BOYAmt
EOY	$7,861,155,828	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$461,105,564	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$856,742,317	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	-$35,739,561	OtherChangesInNetAssetsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	false	AccountantCompileOrReviewInd
FS Audited	Yes (true)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Consolidated Basis Fincl Stmt	Yes (X)	ConsolidatedBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (true)	AuditCommitteeInd
Federal Grant Audit Required	Yes (true)	FederalGrantAuditRequiredInd
Federal Grant Audit Performed	Yes (true)	FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
School	Yes (X)	SchoolInd

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$379,449,692	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$398,868,083	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$415,411,853	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$468,349,413	CurrentTaxYearMinus1YearAmt
Current Tax Year	$511,951,318	CurrentTaxYearAmt
Total	$2,174,030,359	TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$379,449,692	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$398,868,083	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$415,411,853	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$468,349,413	CurrentTaxYearMinus1YearAmt
Current Tax Year	$511,951,318	CurrentTaxYearAmt
Total	$2,174,030,359	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$0	SubstantialContributorsTotAmt
Public Support Total170	$2,174,030,359	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$76,738,221	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$92,486,026	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$96,707,692	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$20,138,056	CurrentTaxYearMinus1YearAmt
Current Tax Year	$108,997,960	CurrentTaxYearAmt
Total	$395,067,955	TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Other Income170 OtherIncome170Grp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$2,569,098,314	TotalSupportAmt
Gross Receipts Rltd Activities	$17,266,518,140	GrossReceiptsRltdActivitiesAmt
Public Support CY170	0.84622	PublicSupportCY170Pct
Public Support PY170	0.84555	PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170	Yes (X)	ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Total Contributions	RESTRICTED	TotalContributionsAmt

Schedule C IRS990ScheduleC

Field	Value	IRS element (for citing)
Total Grassroots Lobbying		TotalGrassrootsLobbyingGrp
Total Direct Lobbying		TotalDirectLobbyingGrp
Total Lobbying Expend		TotalLobbyingExpendGrp
Other Exempt Purpose Expend		OtherExemptPurposeExpendGrp
Total Exempt Purpose Expend		TotalExemptPurposeExpendGrp
Lobbying Nontaxable Amount		LobbyingNontaxableAmountGrp
Grassroots Nontaxable		GrassrootsNontaxableGrp
Tot Lbbyng Grassroot Mns Non Tx		TotLbbyngGrassrootMnsNonTxGrp
Tot Lbby Expend Mns Lbbyng Non Tx		TotLbbyExpendMnsLbbyngNonTxGrp
Volunteers	Yes (true)	VolunteersInd
Paid Staff Or Management	Yes (true)	PaidStaffOrManagementInd
Media Advertisements	false	MediaAdvertisementsInd
Mailings Members	Yes (true)	MailingsMembersInd
Mailings Members	$3,695	MailingsMembersAmt
Publications Or Broadcast	false	PublicationsOrBroadcastInd
Grants Other Organizations	false	GrantsOtherOrganizationsInd
Direct Contact Legislators	Yes (true)	DirectContactLegislatorsInd
Direct Contact Legislators	$588,466	DirectContactLegislatorsAmt
Rallies Demonstrations	false	RalliesDemonstrationsInd
Other Activities	false	OtherActivitiesInd
Total Lobbying Expenditures	$592,161	TotalLobbyingExpendituresAmt
Not Described Section501c3	false	NotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE C, PART II-B, LINE 1	FormAndLineReferenceDesc
Explanation	DETAIL OF LOBBYING ACTIVITIES THE UNIVERSITY OF ROCHESTER (THE "UNIVERSITY") ADVANCES ITS MISSIONS(EDUCATION, RESEARCH, HEALTH CARE AND COMMUNITY) WITH NATIONAL, STATE AND LOCAL ELECTED OFFICIALS, THEIR STAFF, OUR SURROUNDING COMMUNITY, AND WITH AGENCIES AT ALL LEVELS OF GOVERNMENT. THE UNIVERSITY ALSO INTERACTS WITH PEER INSTITUTIONS, D.C. AND ALBANY-BASED HIGHER EDUCATION AND MEDICAL ASSOCIATIONS, SCIENTIFIC COALITIONS AND SOCIETIES, AND CONSULTANTS TO ADVANCE ITS INTERESTS THROUGH POLICY, LEGISLATION AND REGULATIONS.	ExplanationTxt

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Donor Advised Funds Held	23	DonorAdvisedFundsHeldCnt
Donor Advised Funds Contri	$560,330	DonorAdvisedFundsContriAmt
Donor Advised Funds Grants	$100,451	DonorAdvisedFundsGrantsAmt
Donor Advised Funds Vl EOY	$8,818,484	DonorAdvisedFundsVlEOYAmt
Disclosed Org Leg Ctrl	Yes (true)	DisclosedOrgLegCtrlInd
Disclosed For Charitable Prps	Yes (true)	DisclosedForCharitablePrpsInd

Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp

Field	Value	IRS element (for citing)
Revenues Included	$714,203	RevenuesIncludedAmt
Assets Included	$40,909,857	AssetsIncludedAmt

Field	Value	IRS element (for citing)
Held Works Art		HeldWorksArtGrp
Collection Used Pub Exhibition	Yes (X)	CollectionUsedPubExhibitionInd
Coll Used Scholarly Rsrch	Yes (X)	CollUsedScholarlyRsrchInd
Collection Used Preservation	Yes (X)	CollectionUsedPreservationInd
Coll Used Loan Or Exch Prog	Yes (X)	CollUsedLoanOrExchProgInd
Solicited Assets Sale	false	SolicitedAssetsSaleInd

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$2,202,355,252	BeginningYearBalanceAmt
Contributions	$43,511,528	ContributionsAmt
Investment Earnings Or Losses	$898,469,551	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$23,462,884	GrantsOrScholarshipsAmt
Other Expenditures	$112,060,128	OtherExpendituresAmt
End Year Balance	$3,008,813,319	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$2,172,986,026	BeginningYearBalanceAmt
Contributions	$36,359,341	ContributionsAmt
Investment Earnings Or Losses	$76,356,841	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$21,672,376	GrantsOrScholarshipsAmt
Other Expenditures	$61,674,580	OtherExpendituresAmt
End Year Balance	$2,202,355,252	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$2,108,597,452	BeginningYearBalanceAmt
Contributions	$39,807,016	ContributionsAmt
Investment Earnings Or Losses	$128,306,491	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$20,918,930	GrantsOrScholarshipsAmt
Other Expenditures	$82,806,003	OtherExpendituresAmt
End Year Balance	$2,172,986,026	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$1,980,167,484	BeginningYearBalanceAmt
Contributions	$39,128,228	ContributionsAmt
Investment Earnings Or Losses	$194,112,646	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$18,661,772	GrantsOrScholarshipsAmt
Other Expenditures	$86,149,134	OtherExpendituresAmt
End Year Balance	$2,108,597,452	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$1,797,727,143	BeginningYearBalanceAmt
Contributions	$38,987,413	ContributionsAmt
Investment Earnings Or Losses	$251,558,457	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$17,912,500	GrantsOrScholarshipsAmt
Other Expenditures	$90,193,029	OtherExpendituresAmt
End Year Balance	$1,980,167,484	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.46700	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.52970	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.00330	TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org	Yes (true)	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	false	EndowmentsHeldRelatedOrgInd

Land LandGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$13,577,818	OtherCostOrOtherBasisAmt
Book Value	$13,577,818	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$2,814,737,419	OtherCostOrOtherBasisAmt
Depreciation	$1,426,725,549	DepreciationAmt
Book Value	$1,388,011,870	BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$109,040,810	OtherCostOrOtherBasisAmt
Depreciation	$41,209,099	DepreciationAmt
Book Value	$67,831,711	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$1,280,935,164	OtherCostOrOtherBasisAmt
Depreciation	$1,118,346,380	DepreciationAmt
Book Value	$162,588,784	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$469,478,995	OtherCostOrOtherBasisAmt
Depreciation	$236,016,042	DepreciationAmt
Book Value	$233,462,953	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$1,865,473,136	TotalBookValueLandBuildingsAmt
Financial Derivatives		FinancialDerivativesGrp
Closely Held Equity Interests		CloselyHeldEquityInterestsGrp

Other Securities OtherSecuritiesGrp (3 entries)

DescDesc	Book ValueBookValueAmt	Method ValuationMethodValuationCd
OPERATING INVESTMENTS	$685,299,469	F
CASH & CASH EQUIVALENTS	$243,648,510	F
INTERESTS	$2,517,500,747	F

Field	Value	IRS element (for citing)
Total Book Value Securities	$3,446,448,726	TotalBookValueSecuritiesAmt
Federal Income Tax Liability	$0	FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)

DescDesc	AmtAmt
PAYERS (INSURERS/GOVT)	$320,592,449
RETIREMENT & POST-EMPLOYMENT	$580,731,911
ASSET RETIREMENT OBLIGATION	$35,958,505
FOR STUDENT LOANS	$7,160,392
RIGHT OF USE-OPERATING LEASE	$177,318,636

Field	Value	IRS element (for citing)
Total Liability	$1,121,761,893	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
SCHEDULE D, PART I, LINE 1	DESCRIPTION OF DONOR ADVISED FUNDS THE UNIVERSITY OF ROCHESTER ("THE UNIVERSITY") OFFERS ITS DONORS THE OPPORTUNITY TO USE CONTRIBUTIONS TO CREATE DONOR-ADVISED FUNDS. A DONOR GENERALLY MAY ESTABLISH A DONOR-ADVISED FUND WITH THE UNIVERSITY BY SIGNING THE AGREEMENT AND THEN MAKING CONTRIBUTIONS TO THE FUND. THE DONOR IS ALLOWED TO RECOMMEND THE INVESTMENT OF THE FUND INTO EITHER A MONEY MARKET FUND OR THE UNIVERSITY'S GENERAL ENDOWMENT. THE DONOR MAY SERVE, OR MAY DESIGNATE ANOTHER PERSON TO SERVE, AS THE FUND ADVISOR, WHO MAKES GRANT RECOMMENDATIONS TO THE UNIVERSITY. THE GRANT RECOMMENDATIONS ARE NOT BINDING AND WILL BE SUBJECT TO THE UNIVERSITY'S DILIGENT REVIEW. --------------------
SCHEDULE D, PART III, LINE 4	DESCRIPTION OF COLLECTIONS THE UNIVERSITY'S MEMORIAL ART GALLERY MAINTAINS BROAD COLLECTIONS, COMPRISING NEARLY 11,000 OBJECTS SPANNING 5,000 YEARS OF ART HISTORY, THAT PROVIDES THE FOUNDATION FOR THE UNIVERSITY'S ROLE AS A SIGNIFICANT EDUCATIONAL CENTER COMMITTED TO BROADENING PEOPLES' UNDERSTANDING OF WORLD CULTURES, ART AND HISTORY. THE UNIVERSITY'S DEPARTMENT OF RARE BOOKS AND SPECIAL COLLECTIONS MAINTAINS RARE BOOK COLLECTIONS THAT INCLUDE PRINTED BOOKS, JOURNALS AND PAMPHLETS FROM 1472 TO THE PRESENT, AS WELL AS MANUSCRIPTS AND SPECIAL COLLECTIONS. THESE MATERIALS ARE PROVIDED FOR TEACHING, LEARNING AND RESEARCH PURPOSES. --------------------
SCHEDULE D, PART V	USE OF ENDOWMENT FUNDS THE UNIVERSITY'S ENDOWMENT FUNDS ARE UTILIZED IN FURTHERANCE OF THE ORGANIZATION'S EXEMPT PURPOSES, INCLUDING THE PROVISION OF PERPETUAL ANNUAL SUPPORT FOR STUDENT FINANCIAL AID AND FACULTY SALARIES, AS WELL AS FOR CERTAIN FACILITIES AND ACADEMIC PROGRAMS. --------------------
SCHEDULE D, PART X, LINE 2	TEXT OF FIN48 (ASC 740) DISCLOSURE FROM AUDITED FINANCIAL STATEMENTS THE UNIVERSITY AND THE MAJORITY OF ITS AFFILIATES ARE NOT-FOR-PROFIT ORGANIZATIONS AS DESCRIBED IN SECTION 501(C) (3) OF THE INTERNAL REVENUE CODE AND ARE GENERALLY EXEMPT FROM INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE. UNRELATED ACTIVITIES AND INCOME, INCLUDING CERTAIN LABORATORY AND FACILITY RENTALS AND INCOME FROM LIMITED PARTNERSHIPS IN THE LONG TERM INVESTMENT POOL, ARE SUBJECT TO FEDERAL AND STATE UNRELATED BUSINESS INCOME TAX. THE UNIVERSITY REGULARLY EVALUATES ITS TAX POSITION AND DOES NOT BELIEVE IT HAS ANY UNCERTAIN TAX POSITIONS THAT REQUIRE DISCLOSURE OR ADJUSTMENT TO THE CONSOLIDATED FINANCIAL STATEMENTS BASED ON CURRENTLY AVAILABLE REGULATORY GUIDANCE.

Schedule E IRS990ScheduleE

Field	Value	IRS element (for citing)
Nondiscriminatory Policy Stmt	Yes (true)	NondiscriminatoryPolicyStmtInd
Policy Stmt In Brochures Etc	Yes (true)	PolicyStmtInBrochuresEtcInd
Plcy Pblczd Via Broadcast Media	Yes (true)	PlcyPblczdViaBroadcastMediaInd
Maintain Racial Comp Recs	Yes (true)	MaintainRacialCompRecsInd
Maintain Scholarships Recs	Yes (true)	MaintainScholarshipsRecsInd
Maintain Cpy Of Brochures Etc	Yes (true)	MaintainCpyOfBrochuresEtcInd
Maintain Cpy Of All Sol	Yes (true)	MaintainCpyOfAllSolInd
Discriminate Race Stdnts Rghts	false	DiscriminateRaceStdntsRghtsInd
Discriminate Race Admiss Plcy	false	DiscriminateRaceAdmissPlcyInd
Discriminate Race Emplm Fculty	false	DiscriminateRaceEmplmFcultyInd
Discriminate Race Schs	false	DiscriminateRaceSchsInd
Discriminate Race Educ Plcy	false	DiscriminateRaceEducPlcyInd
Discriminate Race Use Of Fclts	false	DiscriminateRaceUseOfFcltsInd
Discriminate Race Athlt Prog	false	DiscriminateRaceAthltProgInd
Discriminate Race Other Acty	false	DiscriminateRaceOtherActyInd
Government Financial Aid Rcvd	Yes (true)	GovernmentFinancialAidRcvdInd
Government Financial Aid Rvkd	false	GovernmentFinancialAidRvkdInd
Compliance With Rev Proc7550	Yes (true)	ComplianceWithRevProc7550Ind

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

SCHEDULE E, LINE 3A

NONDISCRIMINATION POLICY STATEMENT ALL PUBLISHED UNIVERSITY OF ROCHESTER OPPORTUNITY ADVERTISEMENTS INCLUDE THE FOLLOWING STATEMENT: "THE UNIVERSITY OF ROCHESTER IS AN EQUAL OPPORTUNITY EMPLOYER." IN ADDITION, THE UNIVERSITY OF ROCHESTER'S NONDISCRIMINATION POLICY IS ADVERTISED TO PROSPECTIVE STUDENTS AND OTHERS IN THE COMMUNITY SERVED BY THE UNIVERSITY OF ROCHESTER THROUGH A NONDISCRIMINATION STATEMENT USED IN A WIDE VARIETY OF UNIVERSITY PROSPECTUS (FOR UNIVERSITY UNDERGRADUATES), UNDERGRADUATE BULLETINS AND GRADUATE BULLETINS. THE STATEMENT, WHICH ALSO APPEARS ON THE UNIVERSITY WEBSITE ON EQUAL OPPORTUNITY, READS AS FOLLOWS: THE UNIVERSITY OF ROCHESTER DOES NOT DISCRIMINATE ON THE BASIS OF AGE, COLOR, DISABILITY, DOMESTIC VIOLENCE VICTIM STATUS, ETHNICITY, GENDER IDENTITY OR EXPRESSION, GENETIC INFORMATION, MARITAL STATUS, MILITARY/VETERAN STATUS, NATIONAL ORIGIN, RACE, RELIGION/CREED, SEX, SEXUAL ORIENTATION, CITIZENSHIP STATUS, OR ANY OTHER STATUS PROTECTED BY LAW IN MATTERS OF ADMISSIONS, EMPLOYMENT, HOUSING OR SERVICES OR IN THE EDUCATIONAL PROGRAMS OR ACTIVITIES IT OPERATES. THE UNIVERSITY OF ROCHESTER PROHIBITS AND WILL NOT ENGAGE IN DISCRIMINATION AND HARASSMENT ON THE BASIS OF AGE, COLOR, DISABILITY, DOMESTIC VIOLENCE VICTIM STATUS, ETHNICITY, GENDER IDENTITY OR EXPRESSION, GENETIC INFORMATION, MARITAL STATUS, FAMILIAL STATUS OR AN INDIVIDUAL'S REPRODUCTIVE HEALTH DECISION MAKING, MILITARY/VETERAN STATUS, NATIONAL ORIGIN, RACE (INCLUDING HAIR STYLE), RELIGION/CREED (INCLUDING RELIGIOUS ATTIRE AND FACIAL HAIR), SEX, SEXUAL ORIENTATION, CITIZENSHIP STATUS, OR ANY OTHER STATUS PROTECTED BY LAW (ANYONE INDIVIDUALLY, A "PROTECTED CLASS"). DISCRIMINATION OR HARASSMENT (INCLUDING HOSTILE WORK ENVIRONMENT HARASSMENT) BASED ON PROTECTED STATUS IS ILLEGAL, WILL NOT BE TOLERATED, AND IS CONSIDERED MISCONDUCT THAT WILL BE SUBJECT TO DISCIPLINE. THE UNIVERSITY COMPLIES WITH ALL FEDERAL AND STATE LAWS THAT PROHIBIT DISCRIMINATION BASED ON THE PROTECTED CATEGORIES LISTED ABOVE, INCLUDING TITLE IX OF THE EDUCATION AMENDMENTS OF 1972, WHICH PROHIBITS SEX DISCRIMINATION (INCLUDING SEXUAL HARASSMENT AND VIOLENCE BASED ON SEX) IN THE UNIVERSITY'S EDUCATIONAL PROGRAMS AND ACTIVITIES, AND SECTION 504 OF THE REHABILITATION ACT OF 1973, WHICH PROHIBITS DISCRIMINATION ON THE BASIS OF DISABILITY. INQUIRIES CONCERNING THE APPLICATION OF TITLE IX AND SEX-BASED COMPLAINTS SHOULD BE REFERRED TO THE UNIVERSITY'S TITLE IX COORDINATOR, MORGAN LEVY, 20 TAYLOR HALL, 585-275-7814, MORGAN.LEVY@ROCHESTER.EDU. QUESTIONS ABOUT COMPLIANCE WITH SECTION 504 CAN BE ADDRESSED TO THE UNIVERSITY'S DISABILITY COMPLIANCE DIRECTOR, 36 WALLIS HALL, 275-9125, L.VANSLYKE@ROCHESTER.EDU. QUESTIONS REGARDING THE APPLICATION OF TITLE IX AND SECTION 504 CAN ALSO BE DIRECTED TO THE U.S. DEPARTMENT OF EDUCATION'S OFFICE OF CIVIL RIGHTS (OCR) AT ITS NEW YORK OFFICE AT (646) 428-3800 OR ITS NATIONAL HEADQUARTERS AT (800) 421-3481; TTY: (800)-877-8339, OR WWW.ED.GOV/OCR/. THE UNIVERSITY OF ROCHESTER ALSO POSTS A "STATEMENT OF EDUCATIONAL PHILOSOPHY" WHICH IS AMPLIFICATION OF THE NONDISCRIMINATION STATEMENT. SEE: HTTPS://WWW.ROCHESTER.EDU/DIVERSITY/POLICIES/

SCHEDULE E, LINE 6A

FINANCIAL AID/ASSISTANCE FROM GOV'T AGENCY THE UNIVERSITY OF ROCHESTER RECEIVES FINANCIAL ASSISTANCE FUNDS FOR STUDENTS, AS PROVIDED BY HHS PROGRAMS, AND HAS GOVERNMENT RESEARCH CONTRACTS AND GRANTS.

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp (12 entries)

RegionRegionTxt	EmployeeEmployeeCnt	Type Of Activities ConductedTypeOfActivitiesConductedTxt	Region Total ExpendituresRegionTotalExpendituresAmt	Specific Services ProvidedSpecificServicesProvidedTxt
Central America and the Caribbean	0	Investments	$2,445,054,341
East Asia and the Pacific	2	Program Services	$7,289	CONDUCTED RESEARCH
East Asia and the Pacific	1	Program Services	$273	TEACHING
Europe (Including Iceland and Greenland)	14	Program Services	$347,578	CONDUCTED RESEARCH
Europe (Including Iceland and Greenland)	0	Investments	$19,079,501
North America	1	Program Services	$115	CONDUCTED RESEARCH
North America	0	Investments	$19,440,168
South Asia	1	Program Services	$2,191	CONDUCTED RESEARCH
South Asia	1	Program Services	$3,240	TEACHING
Sub-Saharan Africa	5	Program Services	$356,801	CONDUCTED RESEARCH
Sub-Saharan Africa	1	Program Services	$400	TEACHING
Sub-Saharan Africa	0	Investments	$39,503,432

Field	Value	IRS element (for citing)
Subtotal Offices	0	SubtotalOfficesCnt
Subtotal Employees	26	SubtotalEmployeesCnt
Total Office	0	TotalOfficeCnt
Total Employee	26	TotalEmployeeCnt
Subtotal Spent	$2,523,795,329	SubtotalSpentAmt
Total Spent	$2,523,795,329	TotalSpentAmt
Transfer To Foreign Corp	Yes (true)	TransferToForeignCorpInd
Interest In Foreign Trust	false	InterestInForeignTrustInd
Foreign Corp Ownership	Yes (true)	ForeignCorpOwnershipInd
Passive Foreign Investmest Co	Yes (true)	PassiveForeignInvestmestCoInd
Foreign Partnership	Yes (true)	ForeignPartnershipInd
Boycott Countries	Yes (true)	BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE F, PART I, LINE 3(c)	FormAndLineReferenceDesc
Explanation	SUBAWARDS ISSUED TO FOREIGN ENTITIES IN FURTHERANCE OF ITS RESEARCH ACTIVITIES THE UNIVERSITY OF ROCHESTER MAKES SUB-AWARDS TO OTHER FOREIGN ORGANIZATIONS THAT PERFORM RESEARCH IN CONNECTION WITH RESEARCH GRANTS AWARDED TO THE UNIVERSITY. THE UNIVERSITY DOES NOT CATEGORIZE THESE SUB-AWARDS AS "FOREIGN ACTIVITIES OR GRANTS" FOR FORM 990, SCHEDULE F REPORTING, SINCE THE FOREIGN RECIPIENT ORGANIZATIONS PERFORM RESEARCH SERVICES FOR THE UNIVERSITY AND ARE CONSIDERED INDEPENDENT CONTRACTORS WHICH SERVE THE DIRECT NEEDS OF THE UNIVERSITY.	ExplanationTxt

Schedule G IRS990ScheduleG

Field	Value	IRS element (for citing)
Mail Solicitations	Yes (X)	MailSolicitationsInd
Email Solicitations	Yes (X)	EmailSolicitationsInd
Phone Solicitations	Yes (X)	PhoneSolicitationsInd
In Person Solicitations	Yes (X)	InPersonSolicitationsInd
Solicitation Of Non Govt Grants	Yes (X)	SolicitationOfNonGovtGrantsInd
Solicitation Of Govt Grants	Yes (X)	SolicitationOfGovtGrantsInd
Special Fundraising Events	Yes (X)	SpecialFundraisingEventsInd
Agrmt Prof Fundraising Acty	Yes (true)	AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp

Field	Value	IRS element (for citing)
Person	RUFFALO NOEL LEVITZ LLC	PersonNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1025 KIRKWOOD PARKWAY SW	AddressLine1Txt
City	CEDAR RAPIDS	CityNm
State Abbreviation	IA	StateAbbreviationCd
ZIP	524063018	ZIPCd

Field	Value	IRS element (for citing)
Activity	PHONE SOLICITAT'N	ActivityTxt
Fundraiser Control Of Funds	false	FundraiserControlOfFundsInd
Gross Receipts	$400	GrossReceiptsAmt
Retained By Contractor	$222,879	RetainedByContractorAmt
Net To Organization	-$222,479	NetToOrganizationAmt

Field	Value	IRS element (for citing)
Total Gross Receipts	$400	TotalGrossReceiptsAmt
Total Retained By Contractors	$222,879	TotalRetainedByContractorsAmt
Total Net To Organization	-$222,479	TotalNetToOrganizationAmt
Licensed States	NY	LicensedStatesCd

Fundraising Event Information FundraisingEventInformationGrp

Field	Value	IRS element (for citing)
Event1	GCHAS GALA	Event1Nm
Gross Receipts Event1	$812,391	GrossReceiptsEvent1Amt
Charitable Contri Event1	$802,750	CharitableContriEvent1Amt
Gross Revenue Event1	$9,641	GrossRevenueEvent1Amt
Food And Beverage Event1	$7,073	FoodAndBeverageEvent1Amt
Other Direct Expenses Event1	$47,927	OtherDirectExpensesEvent1Amt
Event2	WINE AUCTION	Event2Nm
Gross Receipts Event2	$379,308	GrossReceiptsEvent2Amt
Charitable Contri Event2	$220,373	CharitableContriEvent2Amt
Gross Revenue Event2	$158,935	GrossRevenueEvent2Amt
Other Direct Expenses Event2	$96,407	OtherDirectExpensesEvent2Amt
Other Events Total	8	OtherEventsTotalCnt
Gross Receipts Other Events	$1,150,013	GrossReceiptsOtherEventsAmt
Charitable Contri Other Events	$924,545	CharitableContriOtherEventsAmt
Gross Revenue Other Events	$225,468	GrossRevenueOtherEventsAmt
Non Cash Prizes Other Events	$26,810	NonCashPrizesOtherEventsAmt
Rent Fclty Costs Other Events	$63,010	RentFcltyCostsOtherEventsAmt
Food And Beverage Other Events	$14,956	FoodAndBeverageOtherEventsAmt
Oth Direct Expnss Other Events	$139,540	OthDirectExpnssOtherEventsAmt
Gross Receipts Total	$2,341,712	GrossReceiptsTotalAmt
Charitable Contributions Tot	$1,947,668	CharitableContributionsTotAmt
Gross Revenue Total Events	$394,044	GrossRevenueTotalEventsAmt
Non Cash Prizes Total Events	$26,810	NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events	$63,010	RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events	$22,029	FoodAndBeverageTotalEventsAmt
Oth Direct Expnss Total Events	$283,874	OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events	$395,723	DirectExpenseSummaryEventsAmt
Net Income Summary	-$1,679	NetIncomeSummaryAmt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE G, PART I, LINE 2(B), ITEM #1	FormAndLineReferenceDesc
Explanation	ADDITIONAL INFORMATION REGARDING FUNDRAISING ACTIVITIES GROSS RECEIPTS REPORTED IN PART I, LINE 1, COLUMN (IV) REPRESENT PHONE DONATIONS ONLY RECEIVED PURSUANT TO RUFFALO NOEL LEVITZ'S SOLICITATION EFFORTS. TYPICALLY GROSS RECEIPTS WOULD BE MORE THAN THE FEE PAID BUT, DUE TO COVID-19, CALLS WERE STOPPED IN MARCH, 2020 WHICH RESULTED IN FEWER DONATIONS. ON-LINE DONATIONS TO THE UNIVERSITY, WHICH MAY HAVE BEEN PROMPTED BY A PHONE SOLICITATION, ARE NOT REFLECTED IN THIS COLUMN. ADDITIONALLY, THE AMOUNT PAID TO RUFFALO NOEL LEVITZ AS REPORTED IN PART I, LINE 2B, COLUMN (V) INCLUDES BOTH PHONE SOLICITATION/TELEMARKETING SERVICES AND NON-SOLICITATION EFFORTS RELATED TO ALUMNI ENGAGEMENT AND DATA ENRICHMENT. THESE NON-SOLICITATION EFFORTS HAVE RESULTED IN IMPROVED ALUMNI CONTACT INFORMATION FOR THE UNIVERSITY'S USE AND INCLUDES SERVICES TO UPDATE ADDRESSES, CELL PHONE NUMBERS, EMAIL ADDRESSES AND SOCIAL HANDLES.	ExplanationTxt

Schedule H IRS990ScheduleH

Field	Value	IRS element (for citing)
Financial Assistance Policy	Yes (true)	FinancialAssistancePolicyInd
Written Policy	Yes (true)	WrittenPolicyInd
FPG Reference Free Care	Yes (true)	FPGReferenceFreeCareInd
Percent200	Yes (X)	Percent200Ind
FPG Reference Discounted Care	Yes (true)	FPGReferenceDiscountedCareInd
Percent400	Yes (X)	Percent400Ind
Free Care Medically Indigent	Yes (true)	FreeCareMedicallyIndigentInd
Financial Assistance Budget	Yes (true)	FinancialAssistanceBudgetInd
Expenses Exceed Budget	Yes (true)	ExpensesExceedBudgetInd
Unable To Provide Care	false	UnableToProvideCareInd
Annual Community Bnft Report	Yes (true)	AnnualCommunityBnftReportInd
Report Publically Available	Yes (true)	ReportPublicallyAvailableInd

Financial Assistance At Cost Typ FinancialAssistanceAtCostTyp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$30,399,513	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$7,220,388	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$23,179,125	NetCommunityBenefitExpnsAmt
Total Expense	0.00540	TotalExpensePct

Unreimbursed Medicaid UnreimbursedMedicaidGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$576,448,158	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$391,636,893	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$184,811,265	NetCommunityBenefitExpnsAmt
Total Expense	0.04300	TotalExpensePct

Unreimbursed Costs UnreimbursedCostsGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$4,918,166	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$2,606,402	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$2,311,764	NetCommunityBenefitExpnsAmt
Total Expense	0.00050	TotalExpensePct

Total Financial Assistance Typ TotalFinancialAssistanceTyp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$611,765,837	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$401,463,683	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$210,302,154	NetCommunityBenefitExpnsAmt
Total Expense	0.04890	TotalExpensePct

Community Health Services CommunityHealthServicesGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$1,190,048	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$0	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$1,190,048	NetCommunityBenefitExpnsAmt
Total Expense	0.00030	TotalExpensePct

Health Professions Education HealthProfessionsEducationGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$151,177,711	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$10,217,921	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$140,959,790	NetCommunityBenefitExpnsAmt
Total Expense	0.03280	TotalExpensePct

Subsidized Health Services SubsidizedHealthServicesGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$288,335,005	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$208,842,037	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$79,492,968	NetCommunityBenefitExpnsAmt
Total Expense	0.01850	TotalExpensePct

Research ResearchGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$350,967,856	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$350,967,856	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$0	NetCommunityBenefitExpnsAmt
Total Expense	0.00000	TotalExpensePct

Cash And In Kind Contributions CashAndInKindContributionsGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$399,649	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$0	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$399,649	NetCommunityBenefitExpnsAmt
Total Expense	0.00010	TotalExpensePct

Total Other Benefits TotalOtherBenefitsGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$792,070,269	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$570,027,814	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$222,042,455	NetCommunityBenefitExpnsAmt
Total Expense	0.05170	TotalExpensePct

Total Community Benefits TotalCommunityBenefitsGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$1,403,836,106	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$971,491,497	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$432,344,609	NetCommunityBenefitExpnsAmt
Total Expense	0.10060	TotalExpensePct

Community Support CommunitySupportGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$191,590	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$0	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$191,590	NetCommunityBenefitExpnsAmt
Total Expense	0.00000	TotalExpensePct

Total Communtity Building Acty TotalCommuntityBuildingActyGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$191,590	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$0	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$191,590	NetCommunityBenefitExpnsAmt
Total Expense	0.00000	TotalExpensePct

Field	Value	IRS element (for citing)
Bad Debt Expense Reported	false	BadDebtExpenseReportedInd
Bad Debt Expense	$27,698,621	BadDebtExpenseAmt
Bad Debt Expense Attributable	$485,139	BadDebtExpenseAttributableAmt
Reimbursed By Medicare	$346,061,621	ReimbursedByMedicareAmt
Cost Of Care Reimbursed By Medcr	$399,504,977	CostOfCareReimbursedByMedcrAmt
Medicare Surplus Or Shortfall	-$53,443,356	MedicareSurplusOrShortfallAmt

Costing Methodology Used CostingMethodologyUsedGrp

Field	Value	IRS element (for citing)
Cost Accounting System	Yes (X)	CostAccountingSystemInd

Field	Value	IRS element (for citing)
Written Debt Collection Policy	Yes (true)	WrittenDebtCollectionPolicyInd
Financial Assistance Prvsn	Yes (true)	FinancialAssistancePrvsnInd
Hospital Facilities	1	HospitalFacilitiesCnt

Hospital Facilities HospitalFacilitiesGrp

Field	Value	IRS element (for citing)
Facility	1	FacilityNum

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	STRONG MEMORIAL HOSPITAL &EXT CLINICS	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	601 ELMWOOD AVENUE	AddressLine1Txt
City	ROCHESTER	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	14642	ZIPCd

Field	Value	IRS element (for citing)
Website Address	WWW.URMC.ROCHESTER.EDU/STRONG-MEMORIAL	WebsiteAddressTxt
State License	LICENSE# 2701005H	StateLicenseNum
Licensed Hospital	Yes (X)	LicensedHospitalInd
General Medical And Surgical	Yes (X)	GeneralMedicalAndSurgicalInd
Childrens Hospital	Yes (X)	ChildrensHospitalInd
Teaching Hospital	Yes (X)	TeachingHospitalInd
Research Facility	Yes (X)	ResearchFacilityInd
Emergency Room24 Hrs	Yes (X)	EmergencyRoom24HrsInd
Other	OUTPATIENT MED CLINI OUTPATIENT MENTAL HE METHADONE MAINT, URG	OtherDesc

Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp

Hospital Facility Name HospitalFacilityName

Field	Value	IRS element (for citing)
Business Name Line1	STRONG MEMORIAL HOSPITAL	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Facility	1	FacilityNum
First Licensed CY Or PY	false	FirstLicensedCYOrPYInd
Tax Exempt Hospital CY Or PY	false	TaxExemptHospitalCYOrPYInd
CHNA Conducted	Yes (true)	CHNAConductedInd
Community Definition	Yes (X)	CommunityDefinitionInd
Community Demographics	Yes (X)	CommunityDemographicsInd
Existing Resources	Yes (X)	ExistingResourcesInd
How Data Obtained	Yes (X)	HowDataObtainedInd
Community Health Needs	Yes (X)	CommunityHealthNeedsInd
Other Health Issues	Yes (X)	OtherHealthIssuesInd
Community Hlth Needs Id Process	Yes (X)	CommunityHlthNeedsIdProcessInd
Consulting Process	Yes (X)	ConsultingProcessInd
Prior CHNA Impact	Yes (X)	PriorCHNAImpactInd
CHNA Conducted	18	CHNAConductedYr
Take Into Account Others Input	Yes (true)	TakeIntoAccountOthersInputInd
CHNA Conducted With Other Fclts	Yes (true)	CHNAConductedWithOtherFcltsInd
CHNA Conducted With Non Fclts	Yes (true)	CHNAConductedWithNonFcltsInd
CHNA Report Widely Available	Yes (true)	CHNAReportWidelyAvailableInd
Rpt Available On Own Website	Yes (X)	RptAvailableOnOwnWebsiteInd
Own Website URL	SEE SCHEDULE H, PART V, SECTION C	OwnWebsiteURLTxt
Other Website	Yes (X)	OtherWebsiteInd
Other Website URL	SEE SCHEDULE H, PART V, SECTION C	OtherWebsiteURLTxt
Paper Copy Public Inspection	Yes (X)	PaperCopyPublicInspectionInd
Rpt Available Thru Other Method	Yes (X)	RptAvailableThruOtherMethodInd
Implementation Strategy Adopt	Yes (true)	ImplementationStrategyAdoptInd
Implementation Strategy Adpt	18	ImplementationStrategyAdptYr
Strategy Posted Website	Yes (true)	StrategyPostedWebsiteInd
Strategy Website URL	SEE SCHEDULE H, PART V, SECTION C	StrategyWebsiteURLTxt
Organization Incur Excise Tax	false	OrganizationIncurExciseTaxInd
Elig Criteria Explained	Yes (true)	EligCriteriaExplainedInd
FPG Family Incm Lmt Free Dscnt	Yes (X)	FPGFamilyIncmLmtFreeDscntInd
FPG Family Incm Lmt Free Care	200.	FPGFamilyIncmLmtFreeCarePct
FPG Family Incm Lmt Dscnt Care	400.	FPGFamilyIncmLmtDscntCarePct
Income Level Criteria	Yes (X)	IncomeLevelCriteriaInd
Asset Level Criteria	Yes (X)	AssetLevelCriteriaInd
Medical Indigency Criteria	Yes (X)	MedicalIndigencyCriteriaInd
Insurance Status Criteria	Yes (X)	InsuranceStatusCriteriaInd
Underinsurance Stat Criteria	Yes (X)	UnderinsuranceStatCriteriaInd
Residency Criteria	Yes (X)	ResidencyCriteriaInd
Explained Basis	Yes (true)	ExplainedBasisInd
App Financial Asst Expln	Yes (true)	AppFinancialAsstExplnInd
Described Info	Yes (X)	DescribedInfoInd
Described Suprt Doc	Yes (X)	DescribedSuprtDocInd
Provided Hospital Contact	Yes (X)	ProvidedHospitalContactInd
Includes Publicity Measures	Yes (true)	IncludesPublicityMeasuresInd
FAP Available On Website	Yes (X)	FAPAvailableOnWebsiteInd
FAP Available On Website URL	SEE PART V, SECTION C	FAPAvailableOnWebsiteURLTxt
FAP App Available On Website	Yes (X)	FAPAppAvailableOnWebsiteInd
FAP App Available On Website URL	SEE PART V, SECTION C	FAPAppAvailableOnWebsiteURLTxt
FAP Summary On Website	Yes (X)	FAPSummaryOnWebsiteInd
FAP Summary On Website URL	SEE PART V, SECTION C	FAPSummaryOnWebsiteURLTxt
FAP Avlbl On Request No Charge	Yes (X)	FAPAvlblOnRequestNoChargeInd
FAP App Avlbl On Request No Chrg	Yes (X)	FAPAppAvlblOnRequestNoChrgInd
FAP Sum Avlbl On Request No Chrg	Yes (X)	FAPSumAvlblOnRequestNoChrgInd
Notified FAP Copy Bill Display	Yes (X)	NotifiedFAPCopyBillDisplayInd
Communtity Notified FAP	Yes (X)	CommuntityNotifiedFAPInd
FAP Translated	Yes (X)	FAPTranslatedInd
FAP Actions On Nonpayment	Yes (true)	FAPActionsOnNonpaymentInd
Permit No Actions	Yes (X)	PermitNoActionsInd
Collection Activities	false	CollectionActivitiesInd
Provided Written Notice	Yes (X)	ProvidedWrittenNoticeInd
Made Effort Orally Notify	Yes (X)	MadeEffortOrallyNotifyInd
Processed FAP Application	Yes (X)	ProcessedFAPApplicationInd
Made Presumptive Elig Determ	Yes (X)	MadePresumptiveEligDetermInd
Other Actions Taken	Yes (X)	OtherActionsTakenInd
Nondis Emergency Care Policy	Yes (true)	NondisEmergencyCarePolicyInd
Look Back Medicare	Yes (X)	LookBackMedicareInd
Amounts Generally Billed	false	AmountsGenerallyBilledInd
Gross Charges	false	GrossChargesInd

Supplemental Information SupplementalInformationGrp (8 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART V, SECTION B, LINE 5- INPUT FROM COMMUNITY	UR STRONG CONDUCTED ITS CHNA IN COLLABORATION WITH OTHER HOSPITALS, THE HEALTH DEPARTMENT, COMMUNITY BASED ORGANIZATIONS, AND RESIDENTS IN MONROE COUNTY. THE OVERSIGHT GROUP, CALLED THE COMMUNITY HEALTH IMPROVEMENT WORKGROUP (CHIW) MEETS MONTHLY TO CONDUCT THE CHNA WHEN INDICATED AND TO IMPLEMENT THE COMMUNITY-WIDE IMPROVEMENT STRATEGY. COMMUNITY INPUT IS CRITICAL THROUGHOUT THE CHNA PROCESS, THE IMPROVEMENT PLANNING PROCESS, AND THE IMPLEMENTATION PROCESS. ONGOING COMMUNITY ENGAGEMENT IS VITAL TO INFORM OUR AGENDA. EACH OF THE HOSPITAL SYSTEMS INCLUDED IN THE CHNA: UNIVERSITY OF ROCHESTER STRONG MEMORIAL HOSPITAL, HIGHLAND HOSPITAL, ROCHESTER GENERAL, AND UNITY HOSPITAL TOOK INTO ACCOUNT INPUT FROM PERSONS WHO REPRESENT THE COMMUNITY. THE MONROE COUNTY DEPARTMENT OF PUBLIC HEALTH WAS REPRESENTED AT EACH CHIW MEETING BY ANNE KERN, PUBLIC HEALTH PROGRAM COORDINATOR, AND KATHY CARELOCK, MANAGER OF THE DIVISION OF EPIDEMIOLOGY. BOTH ARE AWARE OF COMMUNITY NEEDS, OVERSEE THE YOUTH RISK BEHAVIOR SURVEY PROCESS AND ARE EXPERTS IN EFFECTIVE PUBLIC HEALTH ASSESSMENT AND INTERVENTION. MICHAEL MENDOZA, MD, MPH AND CURRENT COMMISSIONER OF THE MONROE COUNTY DEPARTMENT OF PUBLIC HEALTH, ATTENDED MEETINGS OCCASSIONALLY BUT WAS ALSO INFORMED BY MS. KERN, MS. CARELOCK AND DR. GREEN. THERESA GREEN, DIRECTOR OF COMMUNITY HEALTH POLICY AND THE HEALTH POLICY COORDINATOR, BOTH FROM THE URMC CENTER FOR COMMUNITY HEALTH AND PREVENTION, PROVIDED EXPERT ADVICE ON COMMUNITY ENGAGEMENT AND EVIDENCE-BASED INTERVENTIONS. IN ADDITION, COMMON GROUND HEALTH, WHO REPRESENTS THE COMMUNITY VOICE TO THE CHIW, AND WHO MANAGES BOTH THE AFRICAN AMERICAN HEALTH COALITION AND THE LATINO HEALTH COALITION FOR MONROE COUNTY, WAS REPRESENTED AT EACH MEETING BY EITHER DINA FATICONE, DIRECTOR OF COMMUNITY HEALTH AND ENGAGEMENT OR SEVERAL OF THEIR OTHER REPRESENTATIVES. SPECIFICALLY FOR THE FY2019 CHNA (2018 TAX YEAR), COMMUNITY INPUT WAS ACQUIRED BY REVIEWING EXISTING COMMUNITY REPORTS AND BY DISCUSSIONS WITH EXISTING COMMUNITY BASED GROUPS ABOUT THE DATA-IDENTIFIED NEEDS. IN 2018, COMMON GROUND HEALTH CONDUCTED A REGIONAL SURVEY OF COMMUNITY MEMBERS TO LEARN MORE ABOUT HEALTH BEHAVIORS AND BARRIERS TO HEALTHY LIVES. WITH PARTICULAR ATTENTION TO GATHERING INPUT FROM A DIVERSE GROUP OF PARTICIPANTS, OVER 4,000 PEOPLE WERE SURVEYED. ALTHOUGH RESULTS WERE NOT FULLY ANALYZED AT THE TIME OF THE CHNA DEVELOPMENT, COMMON GROUND HEALTH SHARED SEVERAL PRELIMINARY RESULTS OF THE SURVEY WITH THE CHIW. THE SURVEY ASKED ABOUT A WIDE RANGE OF TOPICS FROM ACCESS TO MEDICAL AND DENTAL CARE TO PERCEPTIONS OF PERSONAL SAFETY AND SATISFACTION WITH WORK. TO CAPTURE EACH INDIVIDUAL'S UNIQUE STORY, SEVERAL QUESTIONS WERE OPEN-ENDED WITH AN OPPORTUNITY FOR UNSTRUCTURED FEEDBACK. THE RESULTS OF THE SURVEY INDICATED THAT THE TOP CONCERN FOR ADULTS IN MONROE COUNTY ACROSS ALL RACES, GEOGRAPHIES, AND SOCIOECONOMIC STATUS LEVELS WAS MENTAL HEALTH. BEYOND THE 'MY HEALTH STORY' SURVEY INFORMATION, THE CHIW MET WITH SEVERAL COMMUNITY GROUPS INCLUDING THE AFRICAN AMERICAN HEALTH COALTION, THE LATINO HEALTH COALITION, THE MATERNAL CHILD HEALTH ADVISORY GROUP AND THE COMMUNITY ADVISORY COUNCIL. THIS HIGH LEVEL COLLABORATION AMONG COMMUNITY MEMBERS, PUBLIC HEALTH PROVIDERS AND HOSPITAL SYSTEMS, ALONG WITH THE ROBUST PROCESS OF COMMUNITY INPUT GATHERING, PROVIDES A TRULY COMMUNITY BASED HEALTH NEEDS ASSESSMENT AND IMPROVEMENT PLAN. --------------------
PART V, SECTION B, LINE 6a- JOINT CHNA	THE FY2019 CHNA (2018 TAX YEAR) WAS CONDUCTED WITH SEVERAL OTHER HOSPITAL FACILITIES. AN ASSESSMENT OF MONROE COUNTY WAS CONDUCTED JOINTLY BY UNIVERSITY OF ROCHESTER STRONG MEMORIAL HOSPITAL AND HIGHLAND HOSPITAL, ROCHESTER REGIONAL HEALTH INCLUDING ROCHESTER REGIONAL HOSPITAL AND UNITY HOSPITAL. --------------------
PART V, SECTION B, LINE 6b - CHNA CONDUCTED WITH NON-HOSPITAL FACILITIES	THE FY2019 CHNA (2018 TAX YEAR) WAS CONDUCTED WITH SEVERAL OTHER ORGANIZATIONS BESIDES THE HOSPITAL FACILITIES. THE MONROE COUNTY DEPARTMENT OF PUBLIC HEALTH WAS VERY ENGAGED IN THE CHNA PROCESS, WAS PRESENT AT EACH MEETING AND ASSISTED WITH DATA ANALYSIS AND IMPROVEMENT PLANNING. COMMON GROUND HEALTH IS THE REGIONAL PLANNING AGENCY AND IS REPRESENTED AT ALMOST EVERY MEETING OF THE COMMUNITY HEALTH IMPROVEMENT WORKGROUP (CHIW), AND WAS INSTRUMENTAL IN DEVELOPING THE CHNA, BOTH BY PROVIDING DATA AND ASSISTING WITH COMMUNITY ENGAGEMENT. OUR REGIONAL DSRIP AGENCY ALSO ATTENDS THE CHIW MEETINGS AND GAVE INPUT TO THE CHNA PROCESS. THE REGIONAL HEALTH INFORMATION ORGANIZATION (RHIO) HAS ATTENDED MOST CHIW MEETINGS AND WAS ENGAGED IN THE CHNA PROCESS. IN ADDITION, SINCE THE FY2019 CHNA FOCUSED ON MENTAL HEALTH, THE MONROE COUNTY OFFICE OF MENTAL HEALTH GAVE INPUT TO THE CHNA AND ATTENDS THE CHIW MEETINGS DURING THE IMPLEMENTATION PHASE OF THE ASSESSMENT. --------------------
PART V, SECTION B, LINE 7A&D,10 - CHNA & IMP PLAN PUBLIC AVAILABILITY	THE FY2019 (2018 TAX YEAR) CHNA REPORT WAS MADE WIDELY AVAILABLE TO THE PUBLIC. A COPY OF THE ORGANIZATION'S CHNA AND IMPLEMENTATION/IMPROVEMENT PLAN CAN BE FOUND AT: https://www.urmc.rochester.edu/community/improvement-plan.aspx OUR CHNA AND IMPLEMENTATION/IMPROVEMENT PLAN ARE AVAILABLE TO THE PUBLIC UPON REQUEST AND ARE ALSO POSTED ON THE COLLABORATING HOSPITAL SYSTEM'S WEBSITES AND ON THE MONROE COUNTY DEPARTMENT OF PUBLIC HEALTH'S WEBSITE. OUR CHIW MEETINGS ARE OPEN TO THE PUBLIC UPON REQUEST AND THE CHNA WAS DISCUSSED WITH EACH OF THE HOSPITALS BOARD OF DIRECTORS. IN ADDITION, THE CHNA AND CHIP HAS BEEN SHARED WITH NUMEROUS COMMUNITY AGENCIES AND STUDENT GROUPS AT CLASSES OR MEETINGS WHERE MEMBERS OF THE CHIW PRESENT. INFORMATION IS ALWAYS SHARED AS TO WHERE TO FIND THE COMPLETE REPORT. --------------------
PART V, SECTION B, LINE 11 - ADDRESSING THE NEEDS IDENTIFIED IN THE CHNA	THE FY2019 (2018 TAX YEAR) NEEDS ASSESSMENT IDENTIFIED SEVERAL SIGNIFICANT NEEDS AND PRIORITIZED PARTICULAR CONCERNS FOR MONROE COUNTY INCLUDING: HEALTHY EATING AND FOOD SECURITY, TOBACCO PREVENTION, INJURIES AND VIOLENCE, MATERNAL AND WOMEN'S HEALTH, PERINATAL AND INFANT HEALTH, CHILD AND ADOLESCENT SOCIAL AND EMOTIONAL DEVELOPMENT, BUILDING RESILIENT AND SUPPORTIVE ENVIRONMENTS, PREVENTING MENTAL AND SUBSTANCE USE DISORDERS, AND SEXUALLY TRANSMITTED INFECTION RATES. THESE IDENTIFIED NEEDS ARE BASED ON THE ANALYSIS OF SEVERAL SOURCES OF LOCAL AND STATE DATA, THE DETAILS OF WHICH ARE EXPLAINED IN THEIR ENTIRETY WITHIN THE COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA). SIGNIFICANT DATA SOURCES INCLUDED THE YOUTH RISK BEHAVIOR SURVEY, BEHAVIORAL RISK FACTOR SURVEILLANCE SURVEY, NYS PREVENTION AGENDA DASHBOARDS, SPARCS DATA, VITAL RECORDS, AND THE MOST RECENT 'MY HEALTH STORY' SURVEY. UNFORTUNATELY, THERE ARE NOT ENOUGH RESOURCES TO EFFECTIVELY ADDRESS EACH IDENTIFIED AREA OF CONCERN. THE NEEDS WERE PRIORITIZED BASED ON ESTABLISHED CRITERIA THAT INCLUDED: NEED AMONG VULNERABLE POPULATIONS; ABILITY TO HAVE A MEASURABLE IMPACT; ABILITY TO INTERVENE AT THE PREVENTION LEVEL; COMMUNITY CAPACITY AND WILLINGNESS TO ACT; AND IMPORTANCE OF THE PROBLEM TO COMMUNITY MEMBERS. THE MONROE COUNTY COMMUNITY HEALTH IMPROVEMENT PLAN (CHIP) WAS WRITTEN TO SOLIDIFY AN ACTION PLAN TO ADDRESS NEEDS THAT MET THOSE CRITERIA. SEVERAL DISCUSSIONS AMONG THE COMMUNITY HEALTH IMPROVEMENT WORKGROUP, AND WITH SEVERAL COMMUNITY GROUPS INCLUDING THE AFRICAN AMERICAN HEALTH COALITION AND THE LATINO HEALTH COALITION, TWO PRIMARY FOCUS AREAS WERE IDENTIFIED: MENTAL HEALTH AND MATERNAL/CHILD HEALTH. IN ADDITION, FIVE AREAS OF CONCERN REMAIN IN THE MONROE COUNTY CHIP AS AREAS TO FOLLOW, AND THESE INCLUDE: FOOD INSECURITY, TOBACCO USE, VIOLENCE, OPIOID USE AND SEXUALLY TRANSMITTED INFECTIONS. THE HOSPITAL FACILITY, ALONG WITH THE OTHER HOSPITALS IN MONROE COUNTY, IS ADDRESSING THE SIGNIFICANT NEEDS IDENTIFIED IN THE 2019 CHNA THROUGH MANY INTERVENTIONS DESCRIBED IN THE IMPLEMENTATION STRATEGY. PROGRESS ON THE IMPLEMENTATION STRATEGY IS WIDELY AVAILABLE TO THE PUBLIC AND CAN BE FOUND ON THE SAME WEBSITE AS THE CHNA (https://www.urmc.rochester.edu/community/improvement-plan.aspx). TO ADDRESS THE FIRST PRIORITIZED GOAL OF PROMOTING HEALTHY WOMEN, INFANTS AND CHILDREN, THE HOSPITAL JOINS THE CHIW TO REDUCE RACIAL, ETHINIC ECONOMIC AND GEOGRAPHIC DISPARITIES IN MATERNAL AND CHILD HEALTH OUTCOMES, AND PROMOTE HEALTH EQUITY FOR MATERNAL AND CHILD POPULATIONS. SPECIFICALLY, AS SUGGESTED BY THE NYS DEPARTMENT OF HEALTH IN THE PREVENTION AGENDA, THE HOSPITAL AND THE CHIW HAVE BEEN WORKING TO ENHANCE COLLABORATIONS WITH OTHER PROGRAMS, PROVIDERS, AGENCIES AND COMMUNITY MEMBERS TO ADDRESS KEY SOCIAL DETERMINANTS OF HEALTH THAT IMPACT THE HEALTH OF WOMEN, INFANTS, CHILDREN AND FAMILIES ACROSS THE LIFE COURSE. THE HOSPITAL SUPPORTS THE MATERNAL CHILD HEALTH ADVISORY GROUP (MCH-AG) WHICH FACILITATED SEVERAL COLLABORATIONS BETWEEN THE HOSPITAL AND COMMUNITY AGENCIES. THE GROUP IS WORKING ON HOUSING INSECURITY AMONG YOUNG FAMILIES, ADDRESSING INSTITUTIONAL RACISM ESPECIALLY IN LABOR AND DELIVERY, AND REDUCING UNPLANNED PREGNANCY AND BIRTH SPACING THROUGH LONG ACTING REVERSIBLE CONTRACEPTION AND SOCIAL SUPPORT SYSTEMS THAT ENCOURAGE BIRTH SPACING. UR STRONG SUPPORTS THE BABY LOVE PROGRAM THAT PROVIDES SOCIAL SUPPORTS DELIVERED BY SOCIAL WORKERS TO PREGNANT WOMEN AND THEIR FAMILIES WHO NEED ASSISTANCE WHILE PREGNANT AND FOR THE FIRST TWO YEARS AFTER DELIVERY. TO ADDRESS THE SECOND PRIORITIZED GOAL OF PROMOTING WELL-BEING TO PREVENT MENTAL AND SUBSTANCE USE DISORDERS, THE HOSPITAL JOINS THE CHIW IN STRENGTHENING OPPORTUNITIES TO BUILD WELL-BEING AND RESILIENCE ACROSS THE LIFESPAN. THE HOSPITAL IS EXPLORING OPPORTUNITIES TO BUILD COMMUNITY WEALTH SUCH AS SUPPORTING WORKER-OWNED COOPERATIVES AND BUSINESSES, USING THE POWER OF HOSPITALS AS ANCHOR INSTITUTIONS. IN ADDITION, THE HOSPITAL IS WORKING TO FACILITATE SUPPORTIVE ENVIRONMENTS THAT PROMOTE RESPECT/DIGNITY FOR PEOPLE OF ALL AGES BY EXPLORING POLICY AND PROGRAM INTERVENTIONS THAT PROMOTE INCLUSION, INTEGRATION AND COMPETENCE. IN 2020, THE CHIW CONTINUED WORKED TO PROMOTE YOUTH MENTAL HEALTH FIRST AID AND CONNECTED TARGETED AUDIENCES TO THIS TRAINING INCLUDING WORKERS AT THE ROCHESTER R-CENTERS, AND EMERGENCY FOSTER CARE PARENTS. IN ADDITION, ELECTRONIC MEDICAL RECORD NOTES AND DISCHARGE SUMMARIES FOR THOSE SUFFERING FROM MENTAL HEALTH AND SUBSTANCE ABUSE ISSUES HAVE BEEN EXAMINED FOR TRAUMATIZING LANGUAGE AND CHANGED TO BE MORE INCLUSIVE AND SUPPORTIVE. COLLABORATION WITH THE MONROE COUNTY OFFICE OF MENTAL HEALTH IS INSTRUMENTAL IN THIS FOCUS AREA. IN THE 'FOLLOWING AREAS' THE URMC HOSPITALS CONTINUE TO LINK TO THE NYSTATE QUIT LINE FOR TOBACCO CESSATION REFERRALS AND THE NUMBER OF REFERRALS FROM MONROE COUNTY TO THE QUIT LINE HAVE INCREASED SUBSTANTIALLY. TO ADDRESS VIOLENCE, URMC SUPPORTS A VIOLENCE PREVENTION PROGRAM IN THE EMERGENCY DEPARTMENT THAT ALLOWS FOR ADMISSIONS UP TO 24 HOURS FOR VICTIMS OF VIOLENCE DURING WHICH TIME EDUCATION AND PREVENTION INTERVENTIONS ARE IMPLEMENTED TO AVOID RETALIATION AND REPEAT VIOLENCE. LACK OF TIME AND RESOURCES HAVE LIMITED OUR ABILITY TO ADDRESS ALL THE NEEDS OUTLINED IN THE CHNA. IN ADDITION, IN MARCH 2020 THE WORLD WAS STRUCK WITH THE COVID19 PANDEMIC WHICH HAS OBVIOUSLY SHIFTED THE RESOURCES WITHIN THE HOSPITAL. ALTHOUGH WORK SHIFTED TO VIRTUAL AND ONLINE, EFFORTS TOWARDS COMMUNITY HEALTH IMPROVEMENT HAVE CONTINUED. ------------------
PARV V, SECTION B, LINE 13B - INCOME LEVEL OTHER THAN FPG	CHARITY CARE ASSISTANCE IS GENERALLY AVAILABLE TO INDIVIDUALS WHOSE INCOME IS LESS THAN OR EQUAL TO 400% OF THE FEDERAL POVERTY LEVEL. HOWEVER, PATIENTS WHO EXCEED THE INCOME THRESHOLD WHO HAVE EXHAUSTED THEIR INSURANCE BENEFITS, FACE EXTRAORDINARY MEDICAL COSTS, HAVE FILED FOR BANKRUPTCY OR HAVE OTHER UNIQUE OR EXTENUATING CIRCUMSTANCES MAY BE CONSIDERED FOR CHARITY CARE APPROVAL IN THE HOSPITAL'S SOLE DISCRETION. --------------------
PART V, SECTION B, LINES 16A-C - FINANCIAL ASSISTANCE POLICY AVAILABILITY	A COPY OF THE ORGANIZATION'S FINANCIAL ASSISTANCE POLICY, APPLICATION AND PLAIN LANGUAGE SUMMARY CAN BE ACCESSED AT: https://www.urmc.rochester.edu/pay-bill/financial-assistance/ strong-memorial-hospital-financial-assistance.aspx --------------------
PART V, SECTION B, LINE 20E - PRESUMPTIVE ELIGIBILITY	PRESUMPTIVE ELIGIBILITY FILES ARE RUN THROUGH PARO/CONNANCE TO DETERMINE WHETHER A PATIENT MAY QUALIFY FOR 100% PRESUMPTIVE FINANCIAL ASSISTANCE PRIOR TO AN EXTERNAL CREDIT AGENCY REFERRAL. --------------------

Field	Value	IRS element (for citing)
Facility	9	FacilityNum

Oth Hlth Care Fclts Not Hospital OthHlthCareFcltsNotHospitalGrp

Oth Hlth Care Fclts OthHlthCareFcltsGrp (9 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	FacilityFacilityTxt
EASTMAN DENTAL CENTER
625 ELMWOOD AVENUE	ROCHESTER	NY	14620	OUTPATIENT DENTAL CLINIC
UNIVERSITY DENTAL FACULTY GROUP
2400 SOUTH CLINTON AVENUE BLDG H S	ROCHESTER	NY	14618	OUTPATIENT DENTAL CLINIC
EASTMAN DENTAL CENTER
180 SAWGRASS DRIVE	ROCHESTER	NY	14620	OUTPATIENT DENTAL CLINIC
EASTMAN DENTAL CLINIC AT SCHOOL #17
158 ORCHARD ST	ROCHESTER	NY	14611	OUTPATIENT DENTAL CLINIC
EASTMAN DENTAL - DOWNTOWN CLINIC
228 E MAIN ST	ROCHESTER	NY	14604	OUTPATIENT DENTAL CLINIC
EASTMAN DENTAL CENTER
601 ELMWOOD AVE	ROCHESTER	NY	14642	OUTPATIENT DENTAL CLINIC
EDC SMILEMOBILE VANS
625 ELMWOOD AVE	ROCHESTER	NY	14620	OUTPATIENT DENTAL CLINIC
CULVER COMPLEX CARE CENTER
905 CULVER ROAD	ROCHESTER	NY	14609	OUTPATIENT DENTAL CLINIC
EASTMAN DENTAL CENTER
5100 WEST TAFT ROAD	LIVERPOOL	NY	13088	OUTPATIENT DENTAL CLINIC

Supplemental Information Detail SupplementalInformationDetail (11 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART I, LINE 7g- SUBSIDIZED HEALTH SERVICES	COSTS ATTRIBUTABLE TO A PHYSICIAN CLINIC WERE INCLUDED ON PART I, LINE7G, SUBSIDIZED HEALTH SERVICES, AND INCLUDED TOTAL COMMUNITY BENEFIT EXPENSE OF $95,671,345; DIRECT OFFSETTING REVENUE OF $80,296,624; NET COMMUNITY BENEFIT EXPENSE OF $15,374,721. --------------------
PART I, LINE 7- COSTING METHODOLOGY USED, BAD DEBT EXPENSE	THE COSTING METHODOLOGY USED IN CALCULATING THE AMOUNTS REPORTED ON THE LINE 7 TABLE ARE BASED ON A COST ACCOUNTING SYSTEM. CONSISTENT WITH PRIOR YEAR, DUE TO THE ADOPTION OF ACCOUNTING PRONOUNCEMENT ASC 606, IMPLICIT PRICE CONCESSIONS ARE TREATED AS A CONTRA-REVENUE ITEM ON THE STATEMENT OF REVENUE. --------------------
PART II- DETAIL OF COMMUNITY BUILDING ACTIVITIES	UR STRONG HAS SEVERAL INITIATIVES THAT CONTRIBUTE TO COMMUNITY BUILDING ACTIVITIES, NOT ALL OF WHICH ARE RECORDED HERE. IN ADDITION, AN INDEPENDENT ANALYSIS OF COMMUNITY BENEFIT DONE IN 2020 FOUND THAT THE JOB IMPACT OF THE UNIVERSITY BOTH IN TERMS OF DIRECT EMPLOYMENT AND SPILLOVER EFFECT SUSTAINS A TOTAL OF NEARLY 68,000 JOBS IN THE NEW YORK STATE ECONOMY. UR SPENDING AND EMPLOYMENT CONTRIBUTES $300 MILLION IN SALES, INCOME, AND PROPERTY TAXES ANNUALLY CONTRIBUTING TO ECONOMIC DEVELOPMENT AND COMMUNITY SUPPORT. THERE ARE ALSO SEVERAL INDIVIDUAL INITIATIVES THAT WORK TO SUPPORT COMMUNITY HEALTH INCLUDING PEDIATRIC LINKS WITH THE COMMUNITY AND UR MEDICINE SPEECH PATHOLOGY- COMMUNITY OUTREACH PROGRAMS. COMMUNITY SUPPORT PEDIATRIC LINKS WITH THE COMMUNITY (PLC) HAS TRAINED 855 FIRST-YEAR RESIDENTS FROM PEDIATRICS, MEDICINE-PEDIATRICS, AND FAMILY MEDICINE, AND MEDICAL STUDENTS BY THE END OF 2019-2020 ACADEMIC YEAR. DURING THIS TWO-WEEK ROTATION, RESIDENTS AND STUDENTS LEARN FIRST-HAND ABOUT CRITICAL FACTORS AFFECTING CHILD HEALTH, WHILE INTERACTING WITH MEDICAL AND NON-MEDICAL PROVIDERS AT VARIOUS COMMUNITY-BASED ORGANIZATIONS AND PROGRAMS. THIS PROGRAM PROMOTES THE HEALTH OF THE COMMUNITY BY HAVING STUDENTS CONTRIBUTE TO THE COMMUNITY-BASED ORGANIZATIONS WITH THEIR MEDICAL TALENTS, WHILE ALSO LEARNING TO BECOME BETTER MORE EMPATHETIC PROVIDERS TO SERVE THEIR COMMUNITY IN THE FUTURE. UR MEDICINE SPEECH PATHOLOGY-COMMUNITY OUTREACH PROGRAMS USES TWO GROUPS (VOICE ACROSS THE LIFESPAN AND CONCEPTS IN GENDER AFFIRMATION VOICE) TO CONNECT COMMUNITIES WITH VOICE NEEDS AND PROVIDE SOCIAL/EMOTIONAL SUPPORT IN ADDITION TO MAINTAINING SKILLS. --------------------
PART III, SECTION A, LINE 2- IMPLICIT PRICE CONCESSIONS/BAD DEBT EXPENSE	THE COSTING METHODOLOGY USED IN DETERMINING THE AMOUNTS REPORTED ON LINES 2 AND 3 ARE BASED ON ACTUAL CHARGES WRITTEN OFF (AMOUNTS THAT ARE DEEMED TO BE UNCOLLECTIBLE AND RECORDED AS IMPLICIT PRICE CONCESSIONS UNDER ACCOUNTING PRONOUNCEMENT ASC 606). -------------------- PART III, SECTION A, LINE 4- IMPLICIT PRICE CONCESSION FOOTNOTE THE TEXT OF THE IMPLICIT PRICE CONCESSION (BAD DEBT EXPENSE) FOOTNOTE FOR THE UNIVERSITY CAN BE FOUND ON PAGE 15 (ITEM 1W) OF THE ELECTRONICALLY ATTACHED AUDITED FINANCIAL STATEMENTS. --------------------
PART III, SECTION B, LINE 8- COSTING METHODOLOGY, MEDICARE SHORTFALL	THE COSTING METHODOLOGY USED IN DETERMINING THE AMOUNT REPORTED ON LINE 6 IS BASED ON REPORTS PRODUCED FROM THE HOSPITAL'S DECISION SUPPORT SYSTEM FOR THE YEAR. CONSISTENT WITH THE CHARITABLE HEALTHCARE MISSION OF THE HOSPITAL AND THE COMMUNITY BENEFIT STANDARD SET FORTH IN IRS REVENUE RULING 69-545, THE HOSPITAL PROVIDES CARE FOR ALL PATIENTS COVERED BY MEDICARE SEEKING MEDICAL CARE. SUCH CARE IS PROVIDED REGARDLESS OF WHETHER THE REIMBURSEMENT PROVIDED FOR SUCH SERVICES MEETS OR EXCEEDS THE COSTS INCURRED BY THE HOSPITAL TO PROVIDE SUCH SERVICES. AS A RESULT, THE HOSPITAL VIEWS ANY SHORTFALL REPORTED IN LINE 7 AS AN ADDITIONAL ITEM OF COMMUNITY BENEFIT PROVIDED BY THE ORGANIZATION. --------------------
PART III, SECTION C, LINE 9b- COLLECTION PRACTICES	FINANCIAL ASSISTANCE PROGRAM MISSION/PURPOSE/PREAMBLE: STRONG MEMORIAL HOSPITAL IMPROVES HEALTH THROUGH CARING, DISCOVERY, TEACHING AND LEARNING. WE PROVIDE EXCELLENT AND COMPASSIONATE CARE AND RESPONSIVE SERVICE. AS WE SEEK TO UNDERSTAND AND FULLY MEET OUR PATIENTS' CURRENT AND FUTURE NEEDS AND EXPECTATIONS, WE RECOGNIZE OUR RESPONSIBILITY TO PRUDENTLY USE THE SCARCE RESOURCES ENTRUSTED TO US. LAWS, REGULATIONS, CATASTROPHIC ILLNESSES AND THE RISING COSTS OF NEW TECHNOLOGY HAVE CREATED A CATEGORY OF PATIENTS WHO ARE EITHER UNINSURED OR UNDERINSURED. THIS CHARITY CARE PROGRAM HAS BEEN DEVELOPED TO HELP THE HOSPITAL MEET THE NEEDS OF THESE PATIENTS AND, CONCURRENTLY, MAINTAIN THE FINANCIAL VIABILITY OF THE HOSPITAL FOR FUTURE GENERATIONS. THIS CHARITY CARE POLICY EXPLAINS HOW THE HOSPITAL ASSISTS PATIENTS WHO CANNOT PAY FOR PART OR ALL OF THE ESSENTIAL MEDICAL CARE THEY RECEIVE. PRINCIPLES: STRONG MEMORIAL HOSPITAL PROACTIVELY CONVEYS INFORMATION ABOUT THIS CHARITY CARE POLICY TO PATIENTS AND THEIR FAMILIES. - WE BELIEVE THAT FEAR OF A HOSPITAL BILL SHOULD NEVER GET IN THE WAY OF ESSENTIAL HEALTH SERVICES. THE PROVISION OF URGENT OR EMERGENT HEALTHCARE IS NEVER DELAYED PENDING A FINANCIAL ASSISTANCE DETERMINATION. SIGNS ANNOUNCING THE CHARITY CARE PROGRAM ARE POSTED IN THE HOSPITAL (E.G. EMERGENCY DEPARTMENT, ADMITTING OFFICE) TO PROACTIVELY CONVEY THIS MESSAGE TO PROSPECTIVE PATIENTS AND THE PUBLIC IN GENERAL. - WE MAINTAIN FINANCIAL AID POLICIES THAT ARE CONSISTENT WITH THE MISSION, VALUES AND CAPACITY OF THE HOSPITAL AND THAT TAKE INTO ACCOUNT EACH INDIVIDUAL'S ABILITY TO CONTRIBUTE TO THE COST OF HIS OR HER CARE. - WE COMMUNICATE THE AVAILABILITY OF FINANCIAL AID IN A MANNER THAT IS CLEAR, UNDERSTANDABLE, SENSITIVE TO THE PATIENT'S DIGNITY, AND IN MULTIPLE LANGUAGES. A NOTICE IS AVAILABLE AT REGISTRATION SITES THAT INFORMS PATIENTS OF THIS PROGRAM AND PROVIDES THE PHONE NUMBER TO CALL TO OBTAIN MORE INFORMATION AND TO APPLY FOR THIS PROGRAM. DESIGNATED STAFF ARE PROVIDED DETAILED TRAINING SO THAT THEY CAN PROVIDE INFORMATION AND ANSWER QUESTIONS ABOUT THE CHARITY CARE PROGRAM. INFORMATION IS GENERALLY AVAILABLE IN BOTH ENGLISH AND SPANISH. WHEN REQUESTED, IT WILL ALSO BE MADE AVAILABLE IN OTHER LANGUAGES. - INFORMATION REGARDING OUR CHARITY CARE PROGRAM IS ALSO AVAILABLE ON THE URMC WEBSITE. - WE IMPLEMENT FINANCIAL AID PROCEDURES THAT ARE CONSUMER-FRIENDLY, RESPECTFUL, AND CONFIDENTIAL, AS WELL AS DEBT COLLECTION POLICIES THAT REFLECT THE MISSION AND VALUES OF THIS HOSPITAL. - WE WORK WITH GOVERNMENT, PAYERS, BUSINESS, CONSUMER GROUPS AND OTHERS TO ADDRESS THE UNDERLYING PROBLEM THAT TOO MANY NEW YORKERS LACK HEALTH INSURANCE. GENERAL GUIDELINES: AS PART OF FINANCIAL PLANNING ASSISTANCE, WE PROVIDE PATIENTS, AND/OR THEIR LEGAL REPRESENTATIVE, WITH INFORMATION ABOUT THE CRITERIA THAT MUST BE MET IN ORDER TO OBTAIN MEDICAID, MEDICARE, OR OTHER HEALTH INSURANCES. PATIENTS ARE ASSISTED IN MAKING APPLICATIONS FOR ANY OF THESE INSURANCES OR DISCOUNTED FEE PLANS. PATIENTS ARE EXPECTED TO PARTICIPATE FULLY IN ALL EFFORTS TO OBTAIN ANY INSURANCE FOR WHICH THEY MAY QUALIFY. UNDER CERTAIN CIRCUMSTANCES, AS DETERMINED BY THE FINANCIAL CASE MANAGERS OR OTHER HOSPITAL SENIOR ADMINISTRATORS. APPLICATIONS FOR MEDICAID, MEDICARE OR OTHER INSURANCE PROGRAMS MAY BE WAIVED WHEN DEEMED UNNECESSARY. IF AVAILABLE INSURANCE BENEFITS ARE NOT SUFFICIENT TO COVER THE COST OF THEIR CARE, PATIENTS MAY THEN APPLY FOR ASSISTANCE FROM THE CHARITY CARE PROGRAM. CHARITY CARE APPLICATIONS MUST BE COMPLETED AND RETURNED TO THE HOSPITAL WITH THE REQUESTED INCOME DOCUMENTATION. PATIENTS WILL NOT RECEIVE CHARITY CARE ASSISTANCE IF THEY (A) DO NOT COMPLETE THE APPLICATION PROCESS FOR MEDICAID OR OTHER INSURANCE FOR WHICH THEY MAY QUALIFY, (B) ELECT NOT TO MAKE APPLICATION FOR CHARITY CARE, OR (C) HAVE ADEQUATE RESOURCES OR INCOME TO PAY PRIVATELY FOR THEIR CARE. IN THESE SITUATIONS, THEY WILL REMAIN FINANCIALLY RESPONSIBLE FOR FULL PAYMENT OF THEIR HOSPITAL BILLS. CHARITY CARE ASSISTANCE IS AVAILABLE FOR PATIENTS WHO RESIDE IN NEW YORK STATE AND RECEIVE EMERGENCY HOSPITAL SERVICES, INCLUDING EMERGENCY TRANSFERS, AND TO PATIENTS WHO RESIDE IN STRONG MEMORIAL HOSPITAL'S PRIMARY SERVICE AREA IN NEW YORK STATE WHO RECEIVE SERVICES IN DESIGNATED STRONG MEMORIAL HOSPITAL PROGRAMS, INCLUDING MOST INPATIENT AND OUTPATIENT SERVICES. IN ADDITION, THE HOSPITAL MAY, IN ITS DISCRETION, GRANT CHARITY CARE TO INDIVIDUALS WHO RESIDE OUTSIDE OF NEW YORK STATE. CHARITY CARE ASSISTANCE DOES NOT COVER MEDICALLY UNNECESSARY CARE, COSMETIC ALTERATION, TELEPHONE, TELEVISION AND PRIVATE ROOM CHARGES. IT DOES NOT COVER SERVICES GENERATED BY AN INSURED PATIENT WHO CHOOSES TO RECEIVE CARE AT AN OUT-OF-NETWORK HOSPITAL, OR WHO FAILS TO COMPLY WITH INSURANCE POLICY REQUIREMENTS (E.G. UNAUTHORIZED SERVICES) NOR DOES IT APPLY TO NON-RESIDENT ALIENS (UNLESS APPROVED IN ADVANCE OF CARE BEING PROVIDED), TO DRUGS NOT ADMINISTERED IN THE HOSPITAL, TO TRANSPORTATION FURNISHED BY THIRD PARTY VENDORS, OR TO CARE, SERVICES, DRUGS OR SUPPLIES FOR THE PURPOSE OF GENDER CHANGE PROCEDURE. SPECIFIC QUESTIONS ABOUT SERVICES THAT ARE NOT COVERED SHOULD BE DIRECTED TO THE PATIENT ACCOUNTS MANAGER OR THEIR DELEGATE. FINANCIAL GUIDELINES: FINANCIAL AID IS INTENDED TO ASSIST THOSE INDIVIDUALS WHO CANNOT AFFORD TO PAY IN PART OR IN FULL FOR THEIR CARE. IT SHOULD TAKE INTO ACCOUNT EACH INDIVIDUAL'S ABILITY TO CONTRIBUTE TO THE COST OF HIS OR HER CARE. HOSPITAL FINANCIAL AID SHOULD NOT BE VIEWED AS A SUBSTITUTE FOR EMPLOYER-SPONSORED OR INDIVIDUALLY PURCHASED INSURANCE. PATIENTS WITHOUT INSURANCE AND WITH INCOME THAT WOULD QUALIFY THEM FOR THE CHARITY CARE PROGRAM BUT ALSO HAVE SUBSTANTIAL RESOURCES (OTHER THAN TAX-DEFERRED OR COMPARABLE RETIREMENT SAVINGS OR COLLEGE SAVINGS ACCOUNTS) MAY BE EXPECTED TO PAY PART OF THEIR BILLS(S). CHARITY CARE ASSISTANCE IS GENERALLY AVAILABLE TO INDIVIDUALS WHOSE INCOME IS LESS THAN OR EQUAL TO 400% OF THE FEDERAL POVERTY LEVEL. HOWEVER, PATIENTS WHO HAVE EXHAUSTED THEIR INSURANCE BENEFITS, EXCEEDED FINANCIAL ELIGIBILITY CRITERIA, FACE EXTRAORDINARY MEDICAL COSTS, OR WHO HAVE OTHER UNIQUE CIRCUMSTANCES MAY BE CONSIDERED FOR CHARITY CARE APPROVAL IN THE HOSPITAL'S SOLE DISCRETION. WHILE APPLICATION FOR MEDICAID OR OTHER INSURANCE IS USUALLY REQUIRED, THE HOSPITAL MAY, AT ITS SOLE DISCRETION, IN APPROPRIATE CASES, ALSO CONSIDER PATIENTS FOR CHARITY CARE WHEN THEY MEET THE FINANCIAL CRITERIA OF THIS PROGRAM, BUT HAVE NOT SATISFACTORILY COMPLETED ALL THE REQUIREMENTS OF THE CHARITY CARE APPLICATION PROCESS. THIS MAY INCLUDE PATIENTS WHO HAVE BEEN SANCTIONED BY MEDICAID, HAVE FILED BANKRUPTCY OR APPEAR TO BE ELIGIBLE FOR CHARITY CARE ASSISTANCE BASED ON AVAILABLE INFORMATION. ELIGIBILITY DETERMINATIONS IN COMPLEX CASE CIRCUMSTANCES WILL BE MADE AFTER CONSIDERATION BY THE CHARITY CARE REVIEW TEAM THAT INCLUDES THE CHARITY CARE OFFICER, FINANCIAL CASE MANAGER AND/OR THEIR MANAGERS, OR MAY BE MADE BY SENIOR HOSPITAL ADMINISTRATORS. THE AMOUNT OF THE DISCOUNT AFFORDED TO QUALIFIED CHARITY CARE PATIENTS WILL BE DETERMINED THROUGH ASSESSMENT OF THE RESPONSIBLE PARTY'S ANNUAL HOUSEHOLD INCOME AND THE NUMBER OF PEOPLE IN THE HOME, AS A PERCENTAGE OF THE FEDERAL POVERTY GUIDELINE AMOUNTS FOR SAME SIZE HOUSEHOLDS. THE FINANCIAL GUIDELINES WILL BE UPDATED ANNUALLY IN CONJUNCTION WITH THE FEDERAL POVERTY UPDATES PUBLISHED BY CMS. PATIENTS MAY RECEIVE FULL OR PARTIAL DISCOUNT FROM THE COST OF CARE, DEPENDING ON THE PERCENTAGE OF THE GUIDELINES MATCHED BY THE PATIENT'S HOUSEHOLD INCOME. ANY BILL AMOUNT REMAINING AFTER APPLICATION OF A PARTIAL CHARITY CARE DISCOUNT IS THE RESPONSIBILITY OF THE PATIENT. THE AMOUNT AN APPROVED CHARITY CARE PATIENT WILL GENERALLY BE EXPECTED TO PAY FOR SERVICES COVERED BY THE POLICY WILL BE LIMITED TO THE LOWER OF THE AMOUNT THAT THE HOSPITAL WOULD HAVE RECEIVED FOR THE SAME SERVICE UNDER MEDICARE PARTS A AND B, (INCLUDING COINSURANCE, CO-PAYMENTS AND DEDUCTIBLES) OR THE USUAL AND CUSTOMARY CHARGES. THE PATIENT WILL BE ASSISTED BY THE HOSPITAL IN MAKING ARRANGEMENTS TO SATISFY ANY BALANCE REMAINING ON THE ACCOUNT(S) AFTER THE APPLICATION OF THE APPROPRIATE CHARITY CARE DISCOUNT BY USE OF A PAYMENT PLAN. THE MONTHLY PAYMENTS UNDER SUCH PLANS SHALL NOT EXCEED TEN PERCENT (10%) OF THE ELIGIBLE PATIENT'S GROSS MONTHLY INCOME. THE RATE OF INTEREST ON UNPAID BALANCES SHALL NOT EXCEED THE US TREASURY RATE FOR 90 DAY SECURITIES PLUS 0.5%. HOSPITAL PATIENT FINANCIAL AID STATUTE DISCOUNTING REQUIREMENTS DISCOUNT / GROSS INCOME AS % OF FEDERAL POVERTY LEVEL 100% / UP TO 200% 80% / BETWEEN 201-250% 60% / BETWEEN 251-300% 40% / BETWEEN 301-350% 20% / BETWEEN 351-400% 0% / OVER 401% PROCESS: APPLICATIONS WILL BE ACCEPTED IMMEDIATELY BEFORE, DURING OR AFTER CARE IS PROVIDED. THE HOSPITAL WILL STRIVE TO ASSIST PATIENTS RECEIVING HIGH-COST SERVICES AS THEY OCCUR. PATIENTS MAY BE APPROVED FOR CHARITY CARE ON AN ACCOUNT-BY-ACCOUNT BASIS OR FOR A PERIOD OF TIME (FOR A COURSE OF TREATMENT). F
PART VI, LINE 2- NEEDS ASSESSMENT	STRONG MEMORIAL HOSPITAL ASSESSES THE HEALTH CARE NEEDS OF THE COMMUNITY AS PART OF CONTINUOUS QUALITY IMPROVEMENT IN MANY OF ITS INTIATIVES. NEEDS ASSESSMENT OCCURS MOST FORMALLY THROUGH THE CHNA PROCESS IN COLLABORATION WITH THE MEMBERS OF THE COMMUNITY HEALTH IMPROVEMENT WORKGROUP (CHIW) AS WELL AS SEVERAL ADDITION COMMUNITY MEMBERS, ORGANIZATIONS AND ASSOCIATIONS. WITH THE INPUT OF THE MONROE COUNTY DEPARTMENT OF PUBLIC HEALTH (MCDPH), SEVERAL DATA SOURCES ARE REVIEWED, PRIMARILY NATALITY AND MORTALITY DATA, HOSPITALIZATION DATA THROUGH THE STATEWIDE PLANNING AND RESEARCH COOPERATIVE SYSTEMS (SPARCS) FILES, DISEASE AND SPECIFIC CONDITION DATA, AND THE NY STATE PREVENTION AGENDA DASHBOARD DATA. SEVERAL REPORTS ARE CONDUCTED PERIODICALLY BY COMMON GROUND HEALTH INCLUDING THE HEALTH EQUITY CHARTBOOK AND THE MONROE COUNTY HEALTH PROFILES, AND BY THE MCDPH INCLUDING THE YOUTH RISK BEHAVIOR SURVEY REPORT AND CHRONIC DISEASES IN MONROE COUNTY REPORT. THESE REPORTS INFORM THE HOSPITAL OF THE HEALTH CARE NEEDS OF THE COMMUNITY. URMC COMMUNICATES FREQUENTLY WITH COMMUNITY PARTNERS TO ASSESS THE NEEDS OF ITS POPULATION. ONE SUCH PARTNER IS COMMON GROUND HEALTH, THE REGIONAL HEALTH PLANNING AGENCY, WHICH REPORTS FREQUENTLY ON REGIONAL HEALTH MEASURES, DECIDED ON BY A COMMUNITY ADVISORY GROUP. REGIONAL HEALTH MEASURES ARE UPDATED FREQUENTLY AND INCLUDE COMMUNITY, CLINICAL AND BEHAVIORAL INDICATORS. IN ADDITION, COMMON GROUND HEALTH COMPLETED THE 2020 MONROE COUNTY HEALTH PROFILE SUMMARIZING THE HEALTH OF THE PRIMARY CATCHMENT AREA OF UR STRONG. IN ADDITION, COMMON GROUND RELEASED "OVERLOADED: THE HEAVY TOOL OF POVERTY ON OUR REGIONS HEALTH". IN 2019, COMMON GROUND HEALTH CONDUCTED AN EXTENSIVE SURVEY OF THE COMMUNITY THAT STRONG HOSPITAL SERVES CALLED THE 'MY HEALTH STORY' SURVEY. RESULTS OF THIS SURVEY WERE USED TO INFORM THE CHNA, AND WILL CONTINUE TO BE USED AS REPEATED IN THE FUTURE. IN ADDITION, COMMUNITY INPUT IS PERIODICALLY SOUGHT FROM MONROE COUNTY RESIDENTS, THE AFRICAN AMERICAN HEALTH COALITION AND THE LATINO HEALTH COALITION. PROGRAM SPECIFIC NEEDS ASSESSMENTS ARE CONDUCTED AS NECESSARY TO ENSURE THE SUCCESS AMONG THE TARGET POPULATION FOR INDIVIDUAL INTERVENTIONS, FOR EXAMPLE, THE UR WELL STUDENT RUN CLINICS OFTEN ASSESS THE NEEDS OF THEIR CLIENTS IN ORDER TO IMPROVE SERVICES DELIVERED. THE MEDICAL CENTER PROVIDES SALARY SUPPORT FOR FACULTY AND STAFF TO CONTRIBUTE TO THEIR ACADEMIC AND CLINICAL EXPERTISE TO HELP IDENTIFY AND IMPLEMENT THE MOST EFFECTIVE INTERVENTIONS ON THE HEALTH PRIORITY NEEDS. THE CENTER FOR COMMUNITY HEALTH AND PREVENTION (CCHP) WAS ESTABLISHED IN 2006 AS THE LINK BETWEEN THE COMMUNITY AND THE UNIVERSITY. AS PART OF THAT LINK, THE CENTERS FACULTY AND STAFF ARE FREQUENTLY ENGAGED WITH THE COMMUNITY FOR PROGRAMS, MEETINGS, INFORMATION SHARING AND RESEARCH. THE COMMUNICABLE DISEASE SECTION OF THE CCHP MONITORS INFECTIOUS DISEASE PREVALENCE AND TRENDS FOR OUR COMMUNITY AND SHARES DATA BOTH LOCALLY AND NATIONALLY. THE CANCER PREVENTION SECTION IN THE CCHP FOLLOWS TRENDS IN CANCER RATES AS WELL AS SCREENING RATES. FACULTY AND STAFF FROM WITHIN THE CCHP AS WELL AS AROUND THE INSTITUTION FREQUENTLY ATTEND COMMUNITY MEETINGS AND EVENTS TO GAUGE THE NEEDS OF COMMUNITY MEMBERS. IN ADDITION, THE CCHP SUPPORTS THE COMMUNITY ADVISORY COUNCIL (CAC), A LARGE COLLABORATIVE OF COMMUNITY LEADERS THAT INFORMS THE UNIVERSITY ABOUT ON-GOING AND EMERGING CONCERNS. THE COMMUNITY ADVISORY COUNCIL (CAC) WAS CREATED IN 2006 TO REPRESENT THE VOICE OF THE COMMUNITY AND TO GUIDE AND SUPPORT THE MISSION OF THE URMC. THE THIRTY-NINE MEMBER CAC REPRESENTS TWENTY-ONE COMMUNITY-BASED ORGANIZATIONS, INCLUDING HEALTH AND SOCIAL SERVICE AGENCIES, THE FAITH COMMUNITY, LOCAL GOVERNMENT, THE CITY SCHOOL DISTRICT AND MEDIA. A PRIMARY FUNCTION OF THE CAC IS TO STRENGTHEN URMC-COMMUNITY PARTNERSHIPS WITH A MUTUAL GOAL TO REDUCE INEQUALITIES AND IMPROVE ACCESS TO HEALTH CARE AND SERVICES. THE CAC MEETS AT LEAST QUARTERLY IN EXTENSIVE DIALOGUE AROUND COMMUNITY NEEDS. THE GOVERNMENT AND COMMUNITY RELATIONS OFFICE OF THE UNIVERSITY OF ROCHESTER IS ALSO ENGAGED WITH THE COMMUNITY AND IS ACTIVELY INVOLVED WITH SEVERAL COMMUNITY GROUPS THAT INFORM THE NEEDS OF THE COMMUNITY. -------
PART VI, LINE 3- PATIENT EDUCATION OF ELIGIBILITY FOR ASSISTANCE	INFORMATION ABOUT THE AVAILABILITY OF FINANCIAL ASSISTANCE IS POSTED IN ALL AREAS OF THE FACILITY AND ITS OFF-SITE LOCATIONS. CHARITY CARE INFORMATION IS POSTED IN INPATIENT AND OUTPATIENT REGISTRATION AREAS; THE EMERGENCY DEPARTMENT; ADMITTING; AND ALL PRIMARY CARE SITES. PRINTED INFORMATION ABOUT CHARITY CARE ASSISTANCE IS ALSO PROVIDED WITH DISCHARGE MATERIALS WHEN IT HAS BEEN DETERMINED THAT A PATIENT IS IN FINANCIAL NEED. OUR CHARITY CARE POLICY IS ON-LINE AS WELL, ON THE HOSPITAL WEBSITE. AS PART OF FINANCIAL PLANNING ASSISTANCE, WE PROVIDE PATIENTS, OR THEIR LEGAL REPRESENTATIVE, WITH INFORMATION ABOUT THE CRITERIA THAT MUST BE MET IN ORDER TO OBTAIN MEDICAID, MEDICARE, OR OTHER HEALTH INSURANCES. PATIENTS ARE ASSISTED IN MAKING APPLICATIONS FOR ANY OF THESE INSURANCES OR DISCOUNTED FEE PLANS. PATIENTS ARE EXPECTED TO PARTICIPATE FULLY IN ALL EFFORTS TO OBTAIN ANY INSURANCE FOR WHICH THEY MAY QUALIFY. UNDER CERTAIN CIRCUMSTANCES, AS DETERMINED BY THE FINANCIAL CASE MANAGERS OR OTHER HOSPITAL SENIOR ADMINISTRATORS, APPLICATIONS FOR MEDICAID, MEDICARE OR OTHER INSURANCE PROGRAMS MAY BE WAIVED WHEN DEEMED UNNECESSARY. IF AVAILABLE INSURANCE BENEFITS ARE NOT SUFFICIENT TO COVER THE COST OF THEIR CARE, PATIENTS MAY THEN APPLY FOR ASSISTANCE FROM THE CHARITY CARE PROGRAM. --------------------
PART VI, LINE 4- COMMUNITY INFORMATION	UR STRONG SERVES PRIMARILY RESIDENTS FROM MONROE COUNTY. MONROE COUNTY IS LOCATED IN WESTERN NEW YORK, CENTERED AROUND THE CITY OF ROCHESTER, WITH 19 SUBURBAN AND RURAL TOWNS. THE US CENSUS BUREAU POPULATION ESTIMATE FOR MONROE COUNTY IN 2020 IS 759,443 PERSONS, WHICH REPRESENTS AN INCREASE FROM THE 2010 CENSUS FIGURE OF 744,344 AND MAKES MONROE COUNTY THE 9TH MOST POPULATED COUNTY IN NEW YORK STATE. THE ESTIMATE FOR THE CITY OF ROCHESTER IS 211,328, INCREASED SINCE 210,565 IN 2010. THE AVERAGE HOUSEHOLD SIZE IN MONROE COUNTY (2013-17) IS 2.4 PERSONS. ACCORDING TO THE 2017 POPULATION ESTIMATES THE POPULATION AGED 5 OR YOUNGER IS 5.5% AND THE AGE 65 AND OVER MAKES UP 16.7%. MONROE COUNTY IS PREDOMINANTLY WHITE WITH 66.6% OF THE POPULATION IDENTIFYING AS WHITE NON-HISPANIC, 14.8% IDENTIFYING AS BLACK NON-HISPANIC AND 3.7% AS ASIAN NON-HISPANIC, WITH A HISPANIC POPULATION OF 9.5%. MOST BLACK AND HISPANIC RESIDENTS OF MONROE COUNTY RESIDE WITHIN THE CITY OF ROCHESTER. THE LATINO COMMUNITY, MOSTLY OF PUERTO RICAN DESCENT, IS THE FASTEST GROWING SEGMENT OF THE ROCHESTER POPULATION. THE ECONOMY OF MONROE COUNTY EMPLOYS 362K PEOPLE. THE LARGEST INDUSTRIES IN MONROE COUNTY ARE HEALTH CARE & SOCIAL ASSISTANCE (64,383 PEOPLE), EDUCATIONAL SERVICES (54,388 PEOPLE), AND MANUFACTURING (41,312 PEOPLE). ALTHOUGH THE MEDIAN HOUSEHOLD INCOME FOR THE COUNTY IS $60,075 (2019), 14.7% OF HOUSEHOLDS LIVE BELOW THE POVERTY LINE. ROCHESTER NOW RANKS THIRD IN OVERALL POVERTY AMONG THE TOP 75 METROPOLITAN AREAS IN THE UNITED STATES, AND WORST IN CHILD POVERY WITH MORE THAN 50% OF CHILDREN IN ROCHESTER LIVING IN POVERTY, THE HIGHEST FOR ANY COMPARABLY SIZED CITY IN THE US. (1) ONE DISTINCT CHARACTERISTIC OF MONROE COUNTY IS THE SIZE OF THE DEAF POPULATION; AN ESTIMATED 10,000-15,000 PRIMARY AMERICAN SIGN LANGUAGE (ASL) USERS. THE DEAF POPULATION IS HETEROGENEOUS AND COMPLEX, DIFFERENTIATED ALONG LINES OF EDUCATIONAL BACKGROUND, ASL FLUENCY, AGE OF ONSET OF DEAFNESS, AS WELL AS RACE AND ETHNICITY. RACIAL AND ETHNIC DISPARITIES WITHIN THIS GROUP, WHILE LIKELY, HAVE NOT BEEN WELL-DOCUMENTED. MONROE COUNTY HAS A PLETHORA OF EXISTING FACILITIES AND RESOURCES WITHIN THE COMMUNITY. SPECIFICALLY, MONROE COUNTY ENJOYS PRODUCTIVE COLLABORATION AMONG ITS HOSPITAL SYSTEMS INCLUDING UNIVERSITY OF ROCHESTER'S STRONG MEMORIAL HOSPITAL AND HIGHLAND HOSPITAL, AND ROCHESTER REGIONAL HEALTH'S ROCHESTER GENERAL AND UNITY HOSPITAL. IN ADDITION TO THE HEALTH SYSTEMS, THERE IS A ROBUST MONROE COUNTY DEPARTMENT OF PUBLIC HEALTH, A REGIONAL PLANNING AGENCY COMMON GROUND HEALTH, AND MANY RELEVANT COMMUNITY INITIATIVES. FURTHER DETAILS REGARDING THE ROCHESTER COMMUNITY, INCLUDING DESCRIPTIONS OF THE HOSPITALS AND COMMUNITY BASED ORGANIZATIONS AND INITIATIVES, CAN BE FOUND IN THE COMPLETE COMMUNITY HEALTH NEEDS ASSESSMENT. (1) Analysis of American Community Survey Data for 2010-2014, ACT Rochester downloaded May 3, 2016 http://www.actrochester.org/sites/default/files/Rochester%27s%20Poverty%20 Rate%20Rises%20According%20to%20New%20Census_December%202015.pdf --------------------
PART VI, LINE 5- PROMOTION OF COMMUNITY HEALTH	THE UR AND AFFILIATED HOSPITALS FURTHER THEIR EXEMPT PURPOSE BY PROMOTING THE HEALTH OF THE COMMUNITY THROUGH THE MEDICAL STAFF, COMMUNITY BOARD, HEALTH IMPROVEMENT PROGRAMS AND USE OF SURPLUS FUNDS, ALL DESCRIBED BELOW. THE MEDICAL STAFF AND COMMUNITY BOARD PLAY AN IMPORTANT ROLE IN COMMUNITY HEALTH IMPROVEMENT. STRONG MEMORIAL HOSPITAL IS OVERSEEN BY THE UNIVERSITY OF ROCHESTER MEDICAL CENTER BOARD, A 49 MEMBER BOARD, INCLUSIVE OF 35 COMMUNITY BASED MEMBERS, 14 EX-OFFICIO MEMBERS AND 21 A COMBINATION OF SENIOR AND LIFE MEMBERS, THAT REPORT TO THE UNIVERSITY BOARD OF TRUSTEES. THE MEDICAL CENTER BOARD IS LED BY AND COMPRISED OF A DIVERSE GROUP OF COMMUNITY AND INDUSTRY LEADERS AND ADVOCATES - PEOPLE WHO LIVE AND WORK IN THIS COMMUNITY AND CARE DEEPLY ABOUT THE HEALTH AND WELFARE OF ITS CITIZENS. THE BOARD INCLUDES NON-UR MEDICAL CENTER-EMPLOYED PRIVATE COMMUNITY PHYSICIANS, MEMBERS OF THE BUSINESS COMMUNITY, LOCAL PHILANTHROPISTS WITH AN INTEREST IN ADVOCATING FOR HEALTH CARE, AND OTHER LOCAL REPRESENTATIVES. AS A DEDICATED BOARD, EACH MEMBER UPHOLDS WELL-ESTABLISHED PRINCIPLES OF NONPROFIT CORPORATION LAW CONCERNING THE STANDARDS OF CONDUCT AND ATTENTION A BOARD MEMBER MUST MEET: FIDUCIARY RESPONSIBILITY, OBEDIENCE TO THE CHARITABLE PURPOSE OF THE ORGANIZATION, LOYALTY, A COMMITMENT TO ACT BASED ON BEST INTERESTS OF THE ORGANIZATION AND THE WIDER COMMUNITY IT SERVES, AND DILIGENCE IN CARRYING OUT THE WORK OF THE BOARD. THE UR MEDICAL CENTER LEADERSHIP IS OVERSEEING A COMPREHENSIVE STRATEGIC PLAN WHICH SEEKS TO MEET FIVE ASPIRATIONAL GOALS INCLUDING BEING A PREEMINENT BIOMEDICAL RESEARCH INSTITUTION, AND PREEMINENT EDUCATIONAL INSTITUTION. ONE OF THE FIVE CLEAR, CROSS-MISSION, MULTI-YEAR PRIORITIES THAT GUIDS THE INVESTMENT OF RESOURCES IS A COMMITMENT TO ELIMINATING RACISM, DIVISION AND EXCLUSION. THE URMC IS BUILDING THE INFRASTRUCTURE, TRAINING, OUTREACH, AND FACILITIES TO CAPTURE DIVERSE TALENT, GROW A CULTURALLY HUMBLE WORKFORCE, AND ENGAGE IN ANTI-RACIST HEALTH CARE DELIVERY. THE UNIVERSITY OF ROCHESTER MEDICAL CENTER'S 'EQUITY AND ANTI-RACISM ACTION PLAN' IS A FIVE-YEAR STRATEGY TO MAKE EVERY PERSON FEEL SAFE, WELCOME, AND SUPPORTED AT ALL TIMES; TO BE A PLACE WHERE EVERYONE, REGARDLESS OF IDENTITY OR CHALLENGES THEY FACE, IS LIFTED UP TO BECOME THEIR BEST AND HEALTHIEST SELVES; TO SERVE AS A POWERFUL FORCE FOR ELIMINATING RACISM, DIVISION, AND EXCLUSION IN OUR COMMUNITIES AND BEYOND. THE UNIVERSITY CONTINUES TO PARTNER WITH THE HEALTH DEPARTMENT, CITY AND COUNTY GOVERNMENT AND COMMUNITY LEADERS TO CREATE AN ENVIRONMENT OF INCLUSIVITY TO PROMOTE THE HEALTH OF THE COMMUNITY. TO HIGHLIGHT THE IMPORTANCE OF THE COMMUNITY HEALTH MISSION, THE URMC FINANCIALLY SUPPORTS THE CENTER FOR COMMUNITY HEALTH AND PREVENTION (CCHP) WHICH WAS ESTABLISHED IN 2006 AS THE LINK BETWEEN THE COMMUNITY AND THE UNIVERSITY. THE CCHP MISSION IS TO JOIN FORCES WITH THE COMMUNITY TO PROMOTE HEALTH EQUITY; IMPROVE HEALTH THROUGH RESEARCH, EDUCATION, SERVICES, AND POLICY; AND ESTABLISH LOCAL AND NATIONAL MODELS FOR PREVENTION AND COMMUNITY ENGAGEMENT. THROUGH DISEASE PREVENTION AND HEALTHY LIVING PROGRAMS, RESEARCH, EDUCATION, AND POLICY THE CCHP WORKS TO CREATE ENVIRONMENTS THAT SUPPORT HEALTHY BEHAVIORS AIMED AT PREVENTING DISEASE AND CREATING A HEALTHIER COMMUNITY. THE CENTER FOR COMMUNITY HEALTH AND PREVENTION HOSTS THE ANNUAL "DR. DAVID SATCHER COMMUNITY HEALTH IMPROVEMENT AWARDS" PROGRAM THAT WAS ESTABLISHED IN 2010 TO RECOGNIZE URMC FACULTY/STAFF AND THEIR COMMUNITY PARTNERS FOR EXEMPLARY COMMUNITY-ENGAGED WORK WHICH CONTRIBUTES TO REDUCING HEALTH INEQUALITIES AND IMPROVES THE COMMUNITY'S HEALTH. THE CCHP HOUSES THE NEW YORK STATE EMERGING INFECTIONS PROGRAM (EIP), SPONSORED BY THE CENTERS FOR DISEASE CONTROL AND PREVENTION, WHICH IS PART OF A NATIONAL EFFORT TO PROVIDE POPULATION-BASED COMMUNICABLE DISEASE DATA FOR SURVEILLANCE OF DISEASE PATTERNS, EVALUATION OF VACCINE PROGRAMS, AND TO IDENTIFY POPULATIONS AT RISK. URMC EXTENDS MEDICAL STAFF PRIVILEGES TO EMPLOYED UR MEDICAL CENTER FACULTY PHYSICIANS AND ALL ELIGIBLE PRIVATE PHYSICIANS WHO PRACTICE AT UR MEDICAL CENTER AFFILIATED HOSPITALS. MANY FACULTY MEMBERS SERVE A DUAL ROLE WITH COMMUNITY AGENCIES, PROVIDING SERVICE AS A MEDICAL DIRECTOR OR ATTENDING PHYSICIAN FOR COMMUNITY HEALTH INITIATIVES. THIS LINKAGE ENHANCES COLLABORATION, PRODUCING A HIGHER QUALITY OF CARE AND SMOOTHER TRANSITIONS FOR PATIENTS WHO MAY NEED ANY OR ALL OF THESE SERVICES. THROUGH THE EFFECTIVE USE OF SURPLUS FUNDS THE UR MEDICAL CENTER CONTINUALLY REINVESTS IN ITS FACILITIES AND PROGRAMS IN AN EFFORT TO IMPROVE THE HEALTH OF THE COMMUNITY. AS PART OF THE STRATEGIC PLAN, THE URMC HAS PLANNED TO OPEN AN OUTPATIENT ORTHOPEDICS CAMPUS TO MEET GROWIND DEMAND FOR MUSCULOSKELETAL TREATMETNS. THE UR MEDICINE ORTHOPEDICS AND PHYSICAL PERFORMANCE CENTER WILL BE ONE OF THE NATIONS MOST COMPREHENSIVE AMULATORY ORTHOPEDICS FACILITIES BY 2023. ALTHOUGH THE TIMELINE HAD CHANGED DUE TO COVID19 CONSTRAINTS, THIS CENTER IS BEING BUILT. STRONG MEMORIAL HOSPITAL ALSO RUNS THE REGION'S LARGEST EMERGENCY FACILITY, DESIGNATED BY THE NEW YORK STATE DEPARTMENT OF HEALTH AS A LEVEL ONE REGIONAL TRAUMA CENTER. WHICH ALSO INCLUDES A DEDICATED CHILDREN'S EMERGENCY DEPARTMENT WITH A PRIVATE WAITING ROOM. IT IS ALSO THE REGIONS ONLY DEDICATED BURN CENTER IN THE REGION, AND ALSO HAS THE REGIONS ONLY TOXICOLOGIST- A DOCTOR THAT SPECIALIZES IN POISONINGS AND DRUG OVERDOSES. SUPLUS FUNDS ARE BEING USED TO TRANSFORM THE EMERGENCY AND IMPATIENT FACILITIES WITH THE CONSTRUCTION OF NEW FACILITIES THAT MEET THE TECHNOLOGY, PRIVACY, INFECTION CONTROL AND ACCESS NEEDS OF OUR PATIENTS AND THEIR FAMILIES. SURPLUS FUNDS ARE ALSO DEDICATED TO SUPPORT RESEARCH, INCLUDING SUPPORT FOR OUR CLINICAL AND TRANSLATIONAL RESEARCH INSTITUTE (CTSI). THE UR CTSI PROVIDES FUNDING, EDUCATION, RESOURCES AND SERVICES TO HELP RESEARCH TEAMS COLLABORATE AND PRODUCE RESULTS FASTER. THROUGH OUR MANY PROGRAMS, WE STRIVE TO ADVANCE SCIENCE AND MEDICINE AND IMPROVE THE HEALTH OF COMMUNITIES AND POPULATIONS. THE CTSI TEAM HAS BEEN INSTRUMENTAL IN ADDRESSING THE COVID19 PANDEMIC BY SUPPORTING RESEARCHERS WHO ARE PURSUING INNOVATIVE WAYS TO TREAT AND PREVENT THE DISEASE. OUR TEAM HAS BUILT RESEARCH DATA TOOLS LIKE THE COVID-19 BIOBANK TO HELP RESEARCHERS STUDY THIS NOVEL DISEASE. WE HAVE ENGAGED OUR COMMUNITY AND KEPT THEM INFORMED AND SAFE. IN ADDITION, SURPLUS FUNDS ALSO SUPPORT THE UR MEDICAL CENTER'S COMMITMENT TO COMMUNITY HEALTH, WHICH DATES BACK TO THE MEDICAL SCHOOL'S FOUNDING. IN 1920, LOCAL BENEFACTOR GEORGE EASTMAN BEQUEATHED A GIFT TO THE SCHOOL WITH THE INSTRUCTIONS THAT THE SCHOOL HELP MAKE ROCHESTER "ONE OF THE HEALTHIEST COMMUNITIES IN THE WORLD." OUTSTANDING EXAMPLES INCLUDE: THE HOEKELMAN CENTER SERVES AS A NATIONAL LEADER FOR PEDIATRIC COMMUNITY HEALTH BY FOCUSING ON CONNECTING, ADVOCATING, RESEARCHING AND EDUCATING IN OUR COMMUNITIES TO "DO WHAT WORKS" FOR HEALTH. THE HOEKELMAN CENTER HOSTS THE PEDIATRIC LINKS WITH THE COMMUNITY (PLC) WHICH WILL HAVE TRAINED OVER 800 FIRST-YEAR RESIDENTS FROM PEDIATRICS, MEDICINE-PEDIATRICS, AND FAMILY MEDICINE, AND MEDICAL STUDENTS BY THE END OF 2016-2017 ACADEMIC YEAR. DURING THE PLC TWO-WEEK ROTATION, RESIDENTS AND STUDENTS LEARN FIRST-HAND ABOUT CRITICAL FACTORS AFFECTING CHILD HEALTH, WHILE INTERACTING WITH MEDICAL AND NON-MEDICAL PROVIDERS AT VARIOUS COMMUNITY-BASED ORGANIZATIONS AND PROGRAMS. FUNDS FROM THE MEDICAL CENTER SUPPORT THE EMERGENCY DEPARTMENT'S INJURY FREE COALITION FOR KIDS WHICH HAS AS ITS MISSION TO WORK WITH A COMMUNITY COALITIONS TO LEARN MORE ABOUT HOW, WHEN, AND WHERE INJURIES TO CHILDREN OCCUR, TO SET PRIORITIES FOR INJURY PREVENTION, TO DEVELOP NEW PREVENTION STRATEGIES, AND TO STUDY THE IMPACT OF THESE STRATEGIES ON THE ROCHESTER. ACTIVITIES INCLUDE BIKE RODEOS, HELMUT DISTRIBUTIONS, AND SAFE TEEN DRIVING SEMINARS. UR MEDICINE PARTICIPATES IN THE COMMUNITY HEALTH NEEDS ASSESSMENT AND IMPROVEMENT PLAN FOR MONROE COUNTY. THE PLAN HAS TWO KEY FOCUS AREAS AND IS ALIGNED WITH THE NYS PREVENTION AGENDA. UR MEDICINE SUPPORTS THE COMMUNITY HEALTH IMPROVEMENT PLAN OUTLINED IN THE CHNA/CHIP AND HAS DEDICATED FACULTY, STAFF AND RESOURCES TO MEET THE GOALS OUTLINED IN THE PLAN. THE FOCUS AREAS ADDRESSED ARE 1. DECREASING DISPARITIES IN MATERNAL AND CHILD HEALTH OUTCOMES AND 2. REDUCING MENTAL HEALTH AND SUBSTANCE USE DISORDERS. 2020 HAS PROVEN TO BE A CHALLENGING YEAR FOR HOSPITALS AND THE GENERAL PUBLIC WITH THE ONSET OF THE COVID-19 PANDEMIC IN MID-MARCH. DESPITE THE CHALLENGES, THE URMC HAS CONTINUED TO ADVANCE THEIR GOALS AND WORK ON IMPROVING THE HEALTH PRIORITIES OF MONROE COUNTY. ALL HOSPITALS IN MONROE COUNTY WORKED COLLABORATIVELY AND WITH THE HEALTH DEPARTMENT TO ADDRESS THE IMMEDIATE NEEDS OF THE COMMUNITY IN TREATING COVID-19 PATIENTS, IN TESTING AND DISTANCING PROTOCOLS AND IN VACCINE RESEARCH AND DISTRIBUTION. OF PARTICULAR NOTE: UNIVERSITY OF ROCHESTER RESEARCHERS DEVELOPED A TOOL FOR WORKPLACE MONITOR
PART VI, LINE 6- AFFILIATED HEALTH CARE SYSTEM	THE UNIVERSITY OF ROCHESTER MEDICAL CENTER IS AN INTEGRATED ACADEMIC HEALTH CENTER THAT COMPRISES THE SCHOOL OF MEDICINE AND DENTISTRY, INCLUDING ITS FACULTY PRACTICE (UNIVERSITY OF ROCHESTER MEDICAL FACULTY GROUP); STRONG MEMORIAL HOSPITAL; HIGHLAND HOSPITAL; GOLISANO CHILDREN'S HOSPITAL; JAMES P. WILMOT CANCER CENTER; STRONG WEST; SCHOOL OF NURSING; EASTMAN INSTITUTE FOR ORAL HEALTH; VISITING NURSE SERVICE; HIGHLANDS AT PITTSFORD; THE HIGHLANDS LIVING CENTER, INC.; HIGHLANDS AT BRIGHTON, FF THOMPSON HEALTH SYSTEM, INC., JONES MEMORIAL HOSPITAL, NOYES HEALTH, AND ACCOUNTABLE HEALTH PARTNERS, LLC. UR MEDICAL CENTER AND THE AFFILIATED HEALTH CARE ENTITIES HAVE EMBRACED A COMPREHENSIVE APPROACH TO COMMUNITY HEALTH, WHICH EMPLOYS THE MULTIDISCIPLINARY SKILLS FOUND IN AN ACADEMIC MEDICAL CENTER TO BOTH PROVIDE IMPORTANT COMMUNITY SERVICES AND CONDUCT COMMUNITY-BASED RESEARCH. THESE ACTIVITIES HELP INFORM POLICYMAKERS AND THE COMMUNITY ABOUT LOCAL HEALTH CHALLENGES, EVALUATE THE EFFECTIVENESS OF INTERVENTIONS, AND SERVE AS A FOUNDATION FOR EVIDENCE-BASED PRACTICES TO IMPROVE HEALTH AND OVERALL QUALITY OF LIFE. - THE UNIVERSITY'S HEALTH CARE DELIVERY NETWORK IS ANCHORED BY STRONG MEMORIAL HOSPITAL, AN 838 BED TEACHING HOSPITAL, WHICH INCLUDES A CHILDREN'S HOSPITAL-GOLISANO CHILDREN'S HOSPITAL. PATIENTS BENEFIT FROM THE MEDICAL CENTER'S ROBUST TEACHING AND BIOMEDICAL RESEARCH PROGRAMS. STUDENT ROSTERS INCLUDE APPROXIMATELY 400 MEDICAL STUDENTS, 500 GRADUATE STUDENTS, AND 890 RESIDENTS AND FELLOWS WHO ARE ENGAGED IN COMMUNITY SERVICE THROUGHOUT THEIR EDUCATION. - EASTMAN INSTITUTE FOR ORAL HEALTH PROVIDES COMMUNITY DENTAL CARE IN A NUMBER OF CLINICS, AS WELL AS CLINICAL EDUCATION TO DENTAL STUDENTS ENROLLED AT THE UNIVERSITY OF ROCHESTER SCHOOL OF MEDICINE AND DENTISTRY. IT OFFERS GENERAL DENTISTRY, PEDIATRIC AND ORTHODONTIC CLINICS, AND AN URGENT CARE DENTAL CLINIC THAT SEES 10 - 50 PATIENTS PER DAY. IT OPERATES LOW-INCOME CLINICS AT SCHOOLS AND A DOWNTOWN LOCATION. ADDITIONALLY, FOUR SMILEMOBILES PROVIDE A DENTAL OFFICE ON WHEELS, ALLOWING THE CITY'S CHILDREN INCREASED ACCESS TO MUCH NEEDED DENTAL CARE. - THE JAMES P. WILMOT CANCER CENTER IS ORGANIZED AROUND A MULTIDISCIPLINARY CARE MODEL, WHICH LEADING CANCER EXPERTS BELIEVE IS THE GOLD STANDARD IN CANCER CARE IN THE 21ST CENTURY. ITS MODEL UNDERSCORES A COMMITMENT TO PROVIDE PATIENTS IN THE ROCHESTER AREA WITH THE MOST UP-TO-DATE INFORMATION AND AVAILABLE TREATMENTS, BASING OUR RECOMMENDATIONS ON THE BEST EVIDENCE. IT IS THE ONLY CENTER IN THE ROCHESTER AND FINGER LAKES REGION OFFERING THIS TEAM APPROACH TO CARE. A VARIETY OF FREE PREVENTIVE EDUCATION EVENTS ARE HELD THROUGHOUT THE YEAR, INCLUDING MEN'S HEALTH DAY, WHICH INCLUDES NUMEROUS FREE HEALTH SCREENINGS; FREE SKIN CANCER SCREENINGS; AND BREAST CANCER SCREENINGS FOR THE UNINSURED AND UNDERINSURED. - GOLISANO CHILDREN'S HOSPITAL, HOUSED IN STRONG MEMORIAL HOSPITAL, IS A 124-BED CHILDREN'S HOSPITAL THAT SERVES AS THE REFERRAL CENTER FOR ALL SERIOUSLY ILL OR INJURED CHILDREN FROM THE 17-COUNTY FINGER LAKES REGION. IT COMBINES AWARD-WINNING RESEARCH, INTERNATIONALLY ACCLAIMED EDUCATION AND COMPASSIONATE CARE TO SERVE CHILDREN AND FAMILIES. PEDIATRIC SPECIALTIES INCLUDE ORTHOPAEDICS, NEUROLOGY/NEUROSURGERY, CANCER AND NEONATAL CARE. IN ADDITION TO THESE TRADITIONAL MEDICAL SERVICES, GOLISANO CHILDREN'S HOSPITAL IS THE NATION'S MODEL FOR "COMMUNITY PEDIATRICS", A PHILOSOPHY THAT EMBRACES THE IDEA THAT A CHILD'S COMMUNITY AND ENVIRONMENT AFFECT HIS HEALTH AND, THEREFORE, HE CANNOT BE TREATED SOLELY IN AN EXAM ROOM. THE HOSPITAL ENCOURAGES PHYSICIANS AND STAFF TO PARTNER WITH COMMUNTIY ORGANIZAITONS TO IMPROVE VACCINATION RATES, EDUCATIONAL OPPORTUNITIES, SAFETY AT HOME AND ON PLAYGROUNDS, AND HEALTH INSURANCE AND HEALTH CARE ACCESS. - THE STRONG WEST CAMPUS, WHICH IS LOCATED APPROXIMATELY 20 MILES WEST OF ROCHESTER IN BROCKPORT, NY WAS ACQUIRED BY THE UNIVERSITY IN 2013. IT IS THE SITE OF THE FORMER 61 BED LAKESIDE MEMORIAL HOSPITAL, WHICH ANNOUNCED IT WAS CLOSING IN APRIL, 2013, LEAVING THE COMMUNITY WITHOUT AN EMERGENCY ROOM AND LOCAL ACCESS TO OTHER HEALTH CARE SERVICES. STRONG MEMORIAL HOSPITAL NOW OPERATES A FREE-STANDING EMERGENCY ROOM ON THE STRONG WEST CAMPUS, IN ADDITION TO OFFERING AMBULATORY SURGERY, HEALTH IMAGING, LABORATORY SERVICES, PRIMARY CARE, ORTHOPAEDICS, CARDIAC CARE, ONCOLOGY AND HEMATOLOGY, SLEEP MEDICINE, NEUROLOGY, AND UROLOGY SERVICES. THE UNIVERSITY'S WHOLLY OWNED HEALTH CARE AFFILIATES ARE: STRONG PARTNERS HEALTH SYSTEM, INC. AND AFFILIATES IN JUNE 1997, HIGHLAND HOSPITAL AND ITS AFFILIATES AND THE UNIVERSITY BECAME AFFILIATED THROUGH THE RESTRUCTURING OF A CORPORATION NOW KNOWN AS STRONG PARTNERS HEALTH SYSTEM, INC. ("SPHS"), OF WHICH THE UNIVERSITY IS THE SOLE MEMBER. SPHS, A NOT-FOR-PROFIT CORPORATION, NOW SERVES AS THE CORPORATE PARENT OF HIGHLAND HOSPITAL AND THE UNIVERSITY'S LONG TERM CARE AFFILIATES. A BRIEF DESCRIPTION OF THE SPHS AFFILIATES FOLLOWS: HIGHLAND HOSPITAL OF ROCHESTER HIGHLAND HOSPITAL OF ROCHESTER IS A 261-BED NOT-FOR-PROFIT ACUTE CARE HOSPITAL LOCATED IN ROCHESTER, NEW YORK. THE HOSPITAL'S SERVICES INCLUDE MEDICAL/SURGICAL CARE, INTENSIVE CARE, MATERNITY AND EMERGENCY CARE. IN ADDITION, THE HOSPITAL OWNS AND OPERATES 21 OUTPATIENT EXTENSION CLINICS, PROVIDING PRIMARY CARE, PRENATAL CARE, RADIOLOGY, AND/OR THERAPEUTIC RADIOLOGY SERVICES. HIGHLAND COMMUNITY DEVELOPMENT CORPORATION HIGHLAND COMMUNITY DEVELOPMENT CORPORATION ("HCDC") IS A NOT-FOR-PROFIT CORPORATION WHICH OWNS AND OPERATES THE HIGHLANDS AT PITTSFORD, A RETIREMENT COMMUNITY LOCATED IN PITTSFORD, MONROE COUNTY, NEW YORK. THE RETIREMENT COMMUNITY INCLUDES 130 INDEPENDENT LIVING APARTMENTS, 36 INDEPENDENT LIVING COTTAGES, 60 ENRICHED HOUSING UNITS, A COMMUNITY COMMON AREA, A DINING ROOM, SITTING AREAS, RECREATIONAL AREAS, A WELLNESS CENTER, AND A COMMUNITY CENTER. HCDC ALSO OWNS AND OPERATES LAURELWOOD AT THE HIGHLANDS, AN ASSISTED LIVING FACILITY INCLUDING 68 APARTMENTS LOCATED ON THE SAME CAMPUS AS THE HIGHLANDS AT PITTSFORD. THE HIGHLANDS LIVING CENTER, INC. THE HIGHLANDS LIVING CENTER, INC. IS A NOT-FOR-PROFIT CORPORATION WHICH OWNS AND OPERATES A 122-BED SKILLED NURSING FACILITY AND AN ADULT DAY CARE HEALTH PROGRAM FOR SENIORS IN PITTSFORD, MONROE COUNTY, NEW YORK. THE SKILLED NURSING FACILITY IS ADJACENT TO THE HIGHLANDS AT PITTSFORD. THE HIGHLANDS AT BRIGHTON THE MEADOWS AT WESTFALL, INC. D/B/A THE HIGHLANDS AT BRIGHTON ("HAB") IS A NOT-FOR-FOR PROFIT CORPORATION WHICH OWNS AND OPERATES A 145-BED SKILLED NURSING FACILITY IN BRIGHTON, MONROE COUNTY, NEW YORK. HIGHLAND FACILITIES DEVELOPMENT CORPORATION HIGHLAND FACILITIES DEVELOPMENT CORPORATION ("HFDC") IS A NOT-FOR-PROFIT CORPORATION WHOSE PRIMARY PURPOSE IS TO PROVIDE SERVICES THAT ARE SUBSTANTIALLY RELATED TO THE CHARITABLE PURPOSES OF HIGHLAND HOSPITAL BUT DO NOT INVOLVE THE PROVISION OF HEALTH CARE SERVICES. HFDC OWNS AND OPERATES A MEDICAL OFFICE BUILDING AND A PARKING GARAGE ON THE HOSPITAL CAMPUS. MEDICAL ADMINISTRATIVE ASSOCIATES, INC. HIGHLAND HOSPITAL IS THE SOLE SHAREHOLDER OF MEDICAL ADMINISTRATIVE ASSOCIATES, INC., D/B/A HIGHLAND SOUTH WEDGE PHARMACY, WHICH IS A FOR-PROFIT CORPORATION WHICH OWNS AND OPERATES A RETAIL PHARMACY IN ROCHESTER, NEW YORK. THE HIGHLAND FOUNDATION, INC. THE HIGHLAND FOUNDATION, INC. IS A NOT-FOR-PROFIT CORPORATION CONTROLLED BY HIGHLAND HOSPITAL WHICH SOLICITS, RECEIVES AND MAINTAINS FUNDS FOR THE SUPPORT OF HIGHLAND HOSPITAL AND THE LONG TERM CARE AFFILIATES. STRONG HOME CARE GROUP AND AFFILIATES THE UNIVERSITY AFFILIATED WITH VISITING NURSE FOUNDATION, INC. IN APRIL 1999, WHICH IS A NOT-FOR-PROFIT CORPORATION NOW KNOWN AS STRONG HOME CARE GROUP ("SHCG"). THE UNIVERSITY IS THE SOLE CORPORATE MEMBER OF SHCG. SHCG SERVES AS THE CORPORATE PARENT OF THE UNIVERSITY'S HOME HEALTH CARE AFFILIATES. SHCG IS THE CORPORATE PARENT OF TWO NOT-FOR-PROFIT HOME HEALTH CARE PROVIDERS, UR MEDICINE HOME CARE, CERTIFIED SERVICES, INC. ("CERTIFIED SERVICES") (FORMERLY NAMED VISITING NURSE SERVICE OF ROCHESTER AND MONROE COUNTY, INC.), WHICH OPERATES A CERTIFIED HOME HEALTH AGENCY AND A HOSPICE, AND COMMUNITY CARE OF ROCHESTER, INC. D/B/A VNS SIGNATURE CARE, WHICH OPERATES A LICENSED HOME CARE SERVICES AGENCY. IN OCTOBER 2014, FINGER LAKES VISITING NURSE SERVICE, INC., WHICH OPERATES A NOT-FOR-PROFIT CERTIFIED HOME HEALTH AGENCY AND A HOSPICE, AND FINGER LAKES HOME CARE, INC., WHICH OPERATES A NOT-FOR-PROFIT LICENSED HOME CARE SERVICES AGENCY, BECAME UNIVERSITY AFFILIATES. CERTIFIED SERVICES IS THE SOLE CORPORATE MEMBER OF THE FINGER LAKES HOME HEALTH AFFILIATES. CERTIFIED SERVICES AND FINGER LAKES VISITING NURSE SERVICE, INC. ARE IN THE FINAL STAGES OF A CORPORATE MERGER. IN 2018, SHCG FORMED TWO NEW WHOLLY CONTROLLED, NOT-FOR-PROFIT SUBSIDIARIES: UR MEDICINE HOME CARE, COMMUNITY SERVICES, INC., WHICH OPERATES CERTAIN COMMUNITY-BASED PROGRAMS THAT PROVIDE HOME-BASED SERVICES THAT ARE NOT REGULATED BY THE DEPARTMENT OF HEALTH OR SUBJECT TO THE MEDIC

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (true)	GrantRecordsMaintainedInd

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)

Grant TypeGrantTypeTxt	RecipientRecipientCnt	Cash GrantCashGrantAmt	Valuation Method UsedValuationMethodUsedDesc	Non Cash AssistanceNonCashAssistanceDesc
SCHOLARSHIPS AND FELLOWSHIPS TO STUDENTS	6305	$258,055,464	N/A	N/A
HEERF FUNDS TO STUDENTS	761	$1,322,655	N/A	N/A

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

SCHEDULE I, PART II

DETAIL OF SUBAWARDS IN FURTHERANCE OF ITS RESEARCH ACTIVITIES, THE UNIVERSITY OF ROCHESTER MAKES SUB-AWARDS TO OTHER ORGANIZATIONS THAT PERFORM RESEARCH IN CONNECTION WITH RESEARCH GRANTS AWARDED TO THE UNIVERSITY. THE UNIVERSITY DOES NOT CATEGORIZE THESE SUB-AWARDS AS "GRANTS" FOR FORM 990, SCHEDULE I REPORTING, SINCE THE RECIPIENT ORGANIZATIONS PERFORM RESEARCH SERVICES FOR THE UNIVERSITY AND ARE CONSIDERED INDEPENDENT CONTRACTORS WHICH SERVE THE DIRECT NEEDS OF THE UNIVERSITY. --------------------

SCHEDULE I, PART I, LINE 2 AND PART III

STUDENT SCHOLARSHIPS, FELLOWSHIPS AND STUDENT LOANS THE OFFICE OF FINANCIAL AID MONITORS THE DISBURSEMENT OF GRANTS AND FEDERAL LOANS TO STUDENTS. STUDENTS WHO RECEIVE SCHOLARSHIPS, FELLOWSHIPS AND STUDENT LOANS FROM THE UNIVERSITY OF ROCHESTER ARE SELECTED AND THE AMOUNT OF GRANTS OR LOANS DETERMINED BY OBJECTIVE AND NON-DISCRIMINATORY PROCESSES APPLIED TO ALL SIMILARLY SITUATED INDIVIDUALS. THE DECISIONS ARE MADE ON A CASE BY CASE BASIS THROUGH EVALUATING THE ACADEMIC ACHIEVEMENT AND FINANCIAL NEED OF THE APPLICANT IN LIGHT OF THE FUNDS AVAILABLE FOR THIS PURPOSE. --------------------

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
First Class Or Charter Travel	Yes (X)	FirstClassOrCharterTravelInd
Travel For Companions	Yes (X)	TravelForCompanionsInd
Housing Allowance Or Residence	Yes (X)	HousingAllowanceOrResidenceInd
Club Dues Or Fees	Yes (X)	ClubDuesOrFeesInd
Personal Services	Yes (X)	PersonalServicesInd
Written Policy Ref T And E Expnss	Yes (true)	WrittenPolicyRefTAndEExpnssInd
Substantiation Required	Yes (true)	SubstantiationRequiredInd
Compensation Committee	Yes (X)	CompensationCommitteeInd
Independent Consultant	Yes (X)	IndependentConsultantInd
Form990 Of Other Organizations	Yes (X)	Form990OfOtherOrganizationsInd
Written Employment Contract	Yes (X)	WrittenEmploymentContractInd
Compensation Survey	Yes (X)	CompensationSurveyInd
Board Or Committee Approval	Yes (X)	BoardOrCommitteeApprovalInd
Severance Payment	false	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	Yes (true)	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	false	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	false	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	false	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	false	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	false	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	Yes (true)	AnyNonFixedPaymentsInd
Initial Contract Exception	false	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (26 entries)

TitleTitleTxt	Base Compensation Filing OrgBaseCompensationFilingOrgAmt	Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt	Bonus Filing OrganizationBonusFilingOrganizationAmount	Bonus Related OrganizationsBonusRelatedOrganizationsAmt	Other Compensation Filing OrgOtherCompensationFilingOrgAmt	Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt	Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt	Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt	Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt	Total Compensation Filing OrgTotalCompensationFilingOrgAmt	Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt	Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
RICHARD FELDMAN
PROFESSOR,FRMR INTERIM PRES	$311,552	$0	$0	$0	$19,500	$0	$15,256	$0	$19,426	$0	$365,734	$0	$0	$0
ROBERT L CLARK
PROVOST & SRVP RESEARCH	$618,548	$0	$0	$0	$652,460	$0	$6,200	$0	$74,750	$0	$1,351,958	$0	$500,000	$0
HOLLY G CRAWFORD
SR VP, ADMIN & FIN, CFO, TRSR	$552,360	$0	$0	$0	$19,500	$0	$6,200	$0	$27,111	$0	$605,171	$0	$0	$0
THOMAS J FARRELL
SRVP & CHIEF ADVANCEMENT OFCR	$599,051	$0	$0	$0	$24,417	$0	$6,200	$0	$31,171	$0	$660,839	$0	$0	$0
DOUGLAS W PHILLIPS
SRVP & CHIEF INVESTMENT OFCR	$678,823	$0	$0	$0	$23,212	$0	$6,200	$0	$29,398	$0	$737,633	$0	$0	$0
ELIZABETH STAUDERMAN
VP FOR COMMUNICATIONS	$326,112	$0	$0	$0	$0	$0	$17,173	$0	$10,572	$0	$353,857	$0	$0	$0
MARK B TAUBMAN MD
SRVP HEALTH,CEO URMC, DEAN SMD	$1,371,099	$0	$0	$0	$31,684	$0	$106,200	$0	$26,616	$0	$1,535,599	$0	$0	$0
ADAM P ANOLIK
CFO URMC	$652,602	$0	$0	$0	$3,293	$0	$86,200	$0	$22,278	$0	$764,373	$0	$0	$0
MICHAEL J APOSTOLAKOS MD
CMO,SMH & HH, VP URMC	$584,197	$0	$0	$0	$19,901	$0	$26,200	$0	$26,426	$0	$656,724	$0	$0	$0
CARRIE P FULLER-SPENCER
CFO SMH,HH,LTC&ASSOC VP URMC	$412,976	$0	$0	$0	$526	$0	$31,384	$0	$28,388	$0	$473,274	$0	$0	$0
STEVEN I GOLDSTEIN
PRES/CEO SMH & HH,SRVP URMC	$1,113,771	$0	$0	$0	$238,924	$0	$315,600	$0	$21,216	$0	$1,689,511	$0	$111,000	$0
KATHLEEN PARRINELLO
COO SMH, EXEC VP SMH	$631,303	$0	$0	$0	$106,807	$0	$79,200	$0	$20,921	$0	$838,231	$0	$52,000	$0
PETER G ROBINSON
VP GOV'T & COMM REL, URMC	$449,785	$0	$0	$0	$45,439	$0	$56,923	$0	$56,979	$0	$609,126	$0	$0	$0
MICHAEL F ROTONDO MD
CEO URMFG, SR VP URMC	$1,007,098	$0	$0	$0	$28,375	$0	$66,200	$0	$3,127	$0	$1,104,800	$0	$0	$0
MICHAEL D MALONEY MD
PROFESSOR-ORTHOPAEDICS M&D	$1,925,738	$0	$3,700	$0	$19,500	$0	$6,200	$0	$30,250	$0	$1,985,388	$0	$0	$0
ILYA VOLOSHIN MD
PROFESSOR-ORTHOPAEDICS M&D	$1,504,743	$0	$8,500	$0	$19,500	$0	$6,200	$0	$26,338	$0	$1,565,281	$0	$0	$0
GEORGE M ALFIERIS MD
PROFESSOR-CARDIAC SURGERY M&D	$1,609,462	$0	$0	$0	$5,882,674	$0	$306,200	$0	$17,461	$0	$7,815,797	$0	$600,000	$0
TARUN BHALLA MD
ASSOC PROF NEUROLOGY	$1,271,497	$0	$637,780	$0	$19,500	$0	$6,200	$0	$33,371	$0	$1,968,348	$0	$0	$0
ROBERT W MOLINARI MD
PROFESSOR-ORTHOPAEDICS M&D	$344,780	$0	$40,402	$0	$1,769,839	$0	$6,200	$0	$32,806	$0	$2,194,027	$0	$0	$0
JOEL S SELIGMAN
PRESIDENT EMERITUS & PROFESSOR	$452,872	$0	$0	$0	$19,500	$0	$10,341	$0	$19,883	$0	$502,596	$0	$0	$0
PETER LENNIE
PROFESSOR, FRMR PROVOST	$365,721	$0	$0	$0	$19,500	$0	$14,337	$0	$25,967	$0	$425,525	$0	$0	$0
RAYMOND J MAYEWSKI MD
PROFESSOR,FRMR VP URMC	$422,098	$0	$0	$0	$30,127	$0	$7,914	$0	$18,037	$0	$478,176	$0	$0	$0
SARAH MANGELSDORF
TRUSTEE,PRES & CEO	$772,199	$0	$0	$0	$19,500	$0	$6,200	$0	$108,420	$0	$906,319	$0	$0	$0
ANTHONY GREEN
CHIEF OF STAFF PRES;SECY BOARD	$223,332	$0	$0	$0	$0	$0	$18,660	$0	$27,116	$0	$269,108	$0	$0	$0
MERCEDES RAMIREZ FERNANDEZ
VP EQUITY, INCLUSION, CDO	$285,593	$0	$0	$0	$0	$0	$0	$0	$20,845	$0	$306,438	$0	$0	$0
DONNA GOODEN PAYNE
VP AND GENERAL COUNSEL	$493,473	$0	$0	$0	$37,140	$0	$25,538	$0	$23,150	$0	$579,301	$0	$0	$0

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
SCHEDULE J, PART I, LINE 1A	DETAIL OF ADDITIONAL BENEFITS PROVIDED FIRST CLASS OR CHARTER TRAVEL IN LIMITED CIRCUMSTANCES, THE PRESIDENT AND PROVOST OR OTHER KEY EMPLOYEE OF THE UNIVERSITY OF ROCHESTER (THE "UNIVERSITY") MAY TRAVEL FIRST CLASS IF CERTAIN TIME/DISTANCE REQUIREMENTS ARE MET AND A VALID UNIVERSITY-RELATED BUSINESS PURPOSE FOR THE TRAVEL EXISTS. TRAVEL FOR COMPANIONS IN LIMITED CIRCUMSTANCES, THE SPOUSE OF THE PRESIDENT AND PROVOST OR OTHER KEY EMPLOYEE MAY TRAVEL FOR LEGITIMATE UNIVERSITY-RELATED BUSINESS PURPOSES. EXAMPLES OF SUCH TRAVEL INCLUDE ATTENDANCE AT FUNDRAISING OR ALUMNI EVENTS. IN ACCORDANCE WITH APPLICABLE LEGAL STANDARDS, AND ON THESE LIMITED OCCASIONS, THE UNIVERSITY WILL REIMBURSE THE TRAVEL EXPENSES FOR SPOUSAL TRAVEL AS A BUSINESS EXPENSE ONLY IF THE SPOUSAL TRAVEL SERVES A "BONA FIDE BUSINESS PURPOSE" OF THE UNIVERSITY. HOUSING ALLOWANCE OR RESIDENCE FOR PERSONAL USE/PERSONAL SERVICES AS A CONDITION OF EMPLOYMENT, THE PRESIDENT AND PROVOST ARE REQUIRED TO LIVE IN A HOME ON THE UNIVERSITY'S CAMPUS WHICH IS FURNISHED AND MAINTAINED AT THE UNIVERSITY'S EXPENSE. SOCIAL CLUB DUES THE UNIVERSITY PROVIDES A SOCIAL CLUB MEMBERSHIP, TO BE USED BY CERTAIN OFFICERS AND KEY EMPLOYEES IN CONNECTION WITH THEIR DUTIES. THESE OFFICERS AND KEY EMPLOYEES ARE RESPONSIBLE FOR ANY PERSONAL USE OF THE CLUB MEMBERSHIP. TWO OFFICERS AND ONE KEY EMPLOYEE RECEIVED SOCIAL CLUB DUES THAT WERE TREATED AS TAXABLE COMPENSATION. --------------------
SCHEDULE J, PART I, LINE 4B	PARTICIPATION IN A SUPP. NONQUALIFIED PLAN THE FOLLOWING INDIVIDUALS LISTED ON FORM 990, PART VII, SECTION A PARTICIPATED IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN AND RECEIVED EMPLOYER PAID AMOUNTS THAT ARE INCLUDED IN DEFERRED COMPENSATION: ADAM P. ANOLIK - SERP - $80,000 MICHAEL J. APOSTOLAKOS, M.D. - SERP - $20,000 CARRIE P. FULLER SPENCER - SERP - $20,000 STEVEN I. GOLDSTEIN - SERP - $159,400 KATHLEEN PARRINELLO - SERP - $60,000 PETER G. ROBINSON - SERP - $49,200 MICHAEL ROTONDO - SERP - $60,000 MARK TAUBMAN - SERP - $100,000 GEORGE M. ALFIERIS - 457(F) $300,000 STEVEN I. GOLDSTEIN - 457(F) - $150,000 KATHLEEN PARRINELLO - 457(F) - $13,000 PURSUANT TO THE UNIVERSITY'S IRC SECTION 457(F) SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN, PARTICIPANTS ARE ENTITLED TO DISTRIBUTIONS FROM THE PLAN UPON THE OCCURRENCE OF CERTAIN VESTING EVENTS. THE FOLLOWING INDIVIDUALS MET THE VESTING CONDITIONS UNDER THE PLAN AND RECEIVED DISTRIBUTIONS IN CALENDAR YEAR 2020, WHICH ARE REPORTED IN SCHEDULE J, PART II, COLUMN(B)(III) AS OTHER REPORTABLE COMPENSATION: GEORGE M. ALFIERIS - 457(F) - $5,863,174 ROBERT L. CLARK - 457(F) - $652,460 STEVEN I. GOLDSTEIN - 457(F) - $152,459 ROBERT W. MOLINARI - 457(F) - $1,750,339 KATHLEEN PARRINELLO - 457(F) - $63,664 THESE AMOUNTS REPRESENT EMPLOYER PAID AMOUNTS, PLUS OR MINUS INVESTMENT EARNINGS/LOSSES, OVER SEVERAL YEARS THAT VESTED AND WERE PAID PURSUANT TO THE REQUIREMENTS OF THE PLAN. TO THE EXTENT THAT THESE AMOUNTS WERE REPORTED AS DEFERRED COMPENSATION IN SCHEDULE J, PART II, COLUMN (C) IN PRIOR YEAR 990S, THE AMOUNT IS ALSO REFLECTED IN SCHEDULE J, PART II, COLUMN (F). --------------------
SCHEDULE J, PART I, LINE 7	PROVISION OF NON-FIXED PAYMENTS THE UNIVERSITY OF ROCHESTER MEDICAL SCHOOL COMPENSATION PLAN ALLOWS COMPENSATION TO BE CALCULATED, IN PART, BY MEDICAL SERVICES RENDERED. THE UNIVERSITY OF ROCHESTER DOES NOT PROVIDE DISCRETIONARY BONUS AND/OR INCENTIVE COMPENSATION. PAYMENTS MADE TO ANY DISQUALIFIED PERSON IS APPROVED BY THE BOARD THROUGH THE PROCESS DESCRIBED IN FORM 990, PART VI, SECTION B, LINE 15.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)

Bond ReferenceBondReferenceCd	Bond Issuer EINBondIssuerEIN	CUSIPCUSIPNum	Bond IssuedBondIssuedDt	Issue PriceIssuePriceAmt	PurposePurposeDesc	DefeasedDefeasedInd	On Behalf Of IssuerOnBehalfOfIssuerInd	Pool FinancingPoolFinancingInd
MONROE COUNTY INDUSTRIAL DEVELOPMENT CORPORATION
A	510188852	61075TCE6	2011-09-01	$175,747,934	2011 A, B MCIDC-CAPITAL PROJECTS	false	false	false
MONROE COUNTY INDUSTRIAL DEVELOPMENT CORPORATION
B	510188852	61075THK7	2013-09-19	$198,885,260	2013 A, B CAPITAL PROJECTS	false	false	false
MONROE COUNTY INDUSTRIAL DEVELOPMENT CORPORATION
C	510188852	61075TND6	2015-06-24	$248,668,616	2015 A, B CAPITAL PROJECTS	false	false	false
MONROE COUNTY INDUSTRIAL DEVELOPMENT CORPORATION
D	510188852	61075TQA9	2017-04-05	$289,439,545	2017 A, B CAPITAL PROJECTS	false	false	false

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCd	RetiredRetiredAmt	Bond DefeasedBondDefeasedAmt	Total ProceedsTotalProceedsAmt	In Reserve FundInReserveFundAmt	Capitalized InterestCapitalizedInterestAmt	Refunding EscrowRefundingEscrowAmt	Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt	Credit EnhancementCreditEnhancementAmt	Working Capital ExpendituresWorkingCapitalExpendituresAmt	Capital ExpendituresCapitalExpendituresAmt	Other Spent ProceedsOtherSpentProceedsAmt	UnspentUnspentAmt	Substantial CompletionSubstantialCompletionYr	Refunding Tax Exempt BondsRefundingTaxExemptBondsInd	Refunding Taxable BondsRefundingTaxableBondsInd	Final Allocation MadeFinalAllocationMadeInd	Adequate Books And Rec MaintAdequateBooksAndRecMaintInd
A	$156,325,000	$0	$175,833,848	$0	$3,243,526	$0	$1,502,375	$0	$6,789,361	$149,668,886	$14,629,700	$0	2016	Yes (true)	false	Yes (true)	Yes (true)
B	$179,010,000	$0	$198,967,264	$0	$0	$0	$1,422,460	$0	$2,956,208	$185,721,274	$8,867,322	$0	2018	false	Yes (true)	false	Yes (true)
C	$42,185,000	$0	$249,356,412	$0	$0	$0	$1,460,004	$0	$2,150,190	$82,524,894	$163,221,324	$0	2019	Yes (true)	Yes (true)	false	Yes (true)
D	$30,895,000	$0	$290,507,647	$0	$1,145,900	$0	$1,742,715	$0	$1,390,741	$71,078,165	$214,448,166	$701,960		Yes (true)	Yes (true)	false	Yes (true)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)

Bond ReferenceBondReferenceCd	Any Lease ArrangementsAnyLeaseArrangementsInd	Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd	Engage Bond Counsel ContractsEngageBondCounselContractsInd	Any Research AgreementsAnyResearchAgreementsInd	Engage Bond Counsel ResearchEngageBondCounselResearchInd	Private Bus Use By OthersPrivateBusUseByOthersPct	Private Bus Concerning UBIPrivateBusConcerningUBIPct	Total Private Business UseTotalPrivateBusinessUsePct	Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd	Change In Use Bond Financed PropChangeInUseBondFinancedPropInd	Remedial Action TakenRemedialActionTakenInd	Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd	Owning Bond Financed PropertyOwningBondFinancedPropertyInd
A	Yes (true)	Yes (true)	Yes (true)	Yes (true)	Yes (true)	0.01400	0.00400	0.01800	false	false	false	Yes (true)
B	Yes (true)	Yes (true)	Yes (true)		Yes (true)	0.00900	0.00200	0.01100	false	false	false	Yes (true)	false
C	Yes (true)	Yes (true)	Yes (true)	Yes (true)	Yes (true)	0.00800	0.00800	0.01600	false	false	false	Yes (true)	false
D	Yes (true)	Yes (true)	Yes (true)	Yes (true)	Yes (true)	0.00700	0.00600	0.01300	false	false	false	false	false

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

Bond ReferenceBondReferenceCd	Form8038 T FiledForm8038TFiledInd	Exception To RebateExceptionToRebateInd	Variable Rate IssueVariableRateIssueInd	Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd	Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd	Business Name Line1GICProviderName/BusinessNameLine1Txt	Gross Proceeds InvestedGrossProceedsInvestedInd	Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd
0
A	false	Yes (true)	false	false	false	0	false	Yes (true)
0
B	false	Yes (true)	false	false	false	0	false	Yes (true)
0
C	false	Yes (true)	false	false	false	0	false	Yes (true)
0
D	false	Yes (true)	false	false	false	0	false	Yes (true)

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

Bond ReferenceBondReferenceCd	Procedures Corrective ActionProceduresCorrectiveActionInd
A	Yes (true)
B	Yes (true)
C	Yes (true)
D	Yes (true)

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART I COLUMN C- ADDITIONAL TAX-EXEMPT BOND CUSIP # INFORMATION	FormAndLineReferenceDesc
Explanation	BOND ISSUE 2011 A,B - CUSIP #61075TJM1; #61075TJN9; #61075TDC9; #61075TJK9; #61075TJL3 BOND ISSUE 2013 A,B - CUSIP #61075TJH2 BOND ISSUE 2017 C,D - CUSIP #61075TTB5 -------------------- PART II, LINE 3- ADDITIONAL DETAIL FOR PROCEEDS OF ISSUES THE TOTAL PROCEEDS OF ISSUE REPORTED FOR THE 2011 A,B BOND ISSUE INCLUDES $85,914 IN INVESTMENT EARNINGS. THE TOTAL PROCEEDS OF ISSUE REPORTED FOR THE 2013 A,B BOND ISSUE INCLUDES $82,004 IN INVESTMENT EARNINGS. THE TOTAL PROCEEDS OF ISSUE REPORTED FOR THE 2015 A,B BOND ISSUE INCLUDES $798,795 IN INVESTMENT EARNINGS. THE TOTAL PROCEEDS OF ISSUE REPORTED FOR THE 2017 A,B BOND ISSUE INCLUDES $1,068,102 IN INVESTMENT EARNINGS. THE TOTAL PROCEEDS OF ISSUE REPORTED FOR THE 2020 A BOND ISSUE INCLUDES $77,715 IN INVESTMENT EARNINGS.	ExplanationTxt

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)

Bond ReferenceBondReferenceCd	Bond Issuer EINBondIssuerEIN	CUSIPCUSIPNum	Bond IssuedBondIssuedDt	Issue PriceIssuePriceAmt	PurposePurposeDesc	DefeasedDefeasedInd	On Behalf Of IssuerOnBehalfOfIssuerInd	Pool FinancingPoolFinancingInd
MONROE COUNTY INDUSTRIAL DEVELOPMENT CORPORATION
A	510188852	61075TSK5	2017-12-14	$246,123,340	2017 C, D BOND REFINANCE	false	false	false
MONROE COUNTY INDUSTRIAL DEVELOPMENT CORPORATION
B	510188852	61075TUV8	2020-08-05	$423,556,749	2020 A CAPITAL PROJECTS	false	false	false

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)

Bond ReferenceBondReferenceCd	RetiredRetiredAmt	Bond DefeasedBondDefeasedAmt	Total ProceedsTotalProceedsAmt	In Reserve FundInReserveFundAmt	Capitalized InterestCapitalizedInterestAmt	Refunding EscrowRefundingEscrowAmt	Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt	Credit EnhancementCreditEnhancementAmt	Working Capital ExpendituresWorkingCapitalExpendituresAmt	Capital ExpendituresCapitalExpendituresAmt	Other Spent ProceedsOtherSpentProceedsAmt	UnspentUnspentAmt	Refunding Tax Exempt BondsRefundingTaxExemptBondsInd	Refunding Taxable BondsRefundingTaxableBondsInd	Final Allocation MadeFinalAllocationMadeInd	Adequate Books And Rec MaintAdequateBooksAndRecMaintInd
A	$0	$0	$246,123,340	$0	$0	$0	$1,656,861	$0	$0	$0	$244,466,479	$0	false	Yes (true)	Yes (true)	Yes (true)
B	$12,680,000	$0	$423,634,464	$0	$4,498,666	$0	$2,087,254	$0	$93,756,452	$512,604	$100,196,523	$222,582,965	Yes (true)	false	false	Yes (true)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)

Bond ReferenceBondReferenceCd	Owning Bond Financed PropertyOwningBondFinancedPropertyInd	Any Lease ArrangementsAnyLeaseArrangementsInd	Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd	Engage Bond Counsel ContractsEngageBondCounselContractsInd	Any Research AgreementsAnyResearchAgreementsInd	Engage Bond Counsel ResearchEngageBondCounselResearchInd	Private Bus Use By OthersPrivateBusUseByOthersPct	Private Bus Concerning UBIPrivateBusConcerningUBIPct	Total Private Business UseTotalPrivateBusinessUsePct	Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd	Change In Use Bond Financed PropChangeInUseBondFinancedPropInd	Remedial Action TakenRemedialActionTakenInd	Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
A	false	Yes (true)	Yes (true)	Yes (true)	Yes (true)	Yes (true)	0.00900	0.00100	0.01000	false	false	false	Yes (true)
B	false	Yes (true)	Yes (true)	Yes (true)	Yes (true)	Yes (true)	0.00400	0.00200	0.00600	false	false	false	Yes (true)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)

Bond ReferenceBondReferenceCd	Form8038 T FiledForm8038TFiledInd	Exception To RebateExceptionToRebateInd	Variable Rate IssueVariableRateIssueInd	Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd	Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd	Business Name Line1GICProviderName/BusinessNameLine1Txt	Gross Proceeds InvestedGrossProceedsInvestedInd	Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd
0
A	false	Yes (true)	false	false	false	0	false	Yes (true)
0
B	false	Yes (true)	false	false		0	false	Yes (true)

Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)

Bond ReferenceBondReferenceCd	Procedures Corrective ActionProceduresCorrectiveActionInd
A	Yes (true)
B	Yes (true)

Schedule L IRS990ScheduleL

Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp (9 entries)

Relationship With OrgRelationshipWithOrgTxt	Loan PurposeLoanPurposeTxt	Loan From OrganizationLoanFromOrganizationInd	Original PrincipalOriginalPrincipalAmt	Balance DueBalanceDueAmt	DefaultDefaultInd	Board Or Committee ApprovalBoardOrCommitteeApprovalInd	Written AgreementWrittenAgreementInd
ADAM ANOLIK
KEY EMPLOYEE	SPLITDOLLAR LIFE INS	Yes (X)	$370,000	$370,000	false	Yes (true)	Yes (true)
STEVEN I GOLDSTEIN
KEY EMPLOYEE	SPLITDOLLAR LIFE INS	Yes (X)	$2,244,000	$2,244,000	false	Yes (true)	Yes (true)
RAYMOND J MAYEWSKI
FORMER KEY EMPLOYEE	SPLITDOLLAR LIFE INS	Yes (X)	$921,520	$921,520	false	Yes (true)	Yes (true)
KATHLEEN PARRINELLO
KEY EMPLOYEE	SPLITDOLLAR LIFE INS	Yes (X)	$824,884	$824,884	false	Yes (true)	Yes (true)
PETER G ROBINSON
OFFICER	SPLITDOLLAR LIFE INS	Yes (X)	$853,210	$853,210	false	Yes (true)	Yes (true)
MICHAEL ROTONDO
KEY EMPLOYEE	SPLITDOLLAR LIFE INS	Yes (X)	$335,000	$335,000	false	Yes (true)	Yes (true)
MARK B TAUBMAN
OFFICER	SPLITDOLLAR LIFE INS	Yes (X)	$1,220,700	$1,220,700	false	Yes (true)	Yes (true)
MICHAEL APOSTOLAKOS
KEY EMPLOYEE	SPLITDOLLAR LIFE INS	Yes (X)	$45,000	$45,000	false	Yes (true)	Yes (true)
CARRIE FULLER-SPENCER
KEY EMPLOYEE	SPLITDOLLAR LIFE INS	Yes (X)	$45,000	$45,000	false	Yes (true)	Yes (true)

Field	Value	IRS element (for citing)
Total Balance Due	$6,859,314	TotalBalanceDueAmt

Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp (2 entries)

Relationship With OrgRelationshipWithOrgTxt	Cash GrantCashGrantAmt	Type Of AssistanceTypeOfAssistanceTxt	Assistance PurposeAssistancePurposeTxt
NA
N/A	$60,316	TAXABLE FELLOWSHIP	EDUCATION
NA
N/A	$114,176	TUITION ASSISTANCE	EDUCATION

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (16 entries)

Relationship DescriptionRelationshipDescriptionTxt	TransactionTransactionAmt	TransactionTransactionDesc	Sharing Of RevenuesSharingOfRevenuesInd
DENNIS KESSLER
FAMILY MEMBER OF TRUSTEE	$55,418	PAYMENT OF COMPENSATION	false
REBECCA WALTERS
FAMILY MEMBER OF KEY EMPLOYEE	$143,625	PAYMENT OF COMPENSATION	false
ELIZABETH MAYEWSKI
FAMILY MEMBER OF FORMER KEY EMPLOYEE	$91,047	PAYMENT OF COMPENSATION	false
LYDIA ROTONDO
FAMILY MEMBER OF KEY EMPLOYEE	$228,326	PAYMENT OF COMPENSATION	false
JENNIFER ANOLIK MD
FAMILY MEMBER OF KEY EMPLOYEE	$328,350	PAYMENT OF COMPENSATION	false
CYNTHIA APOSTOLAKOS
FAMILY MEMBER OF KEY EMPLOYEE	$38,209	PAYMENT OF COMPENSATION	false
LES WEISBROD MD
FAMILY MEMBER OF KEY EMPLOYEE	$440,946	PAYMENT OF COMPENSATION	false
JOHN CRAWFORD
FAMILY MEMBER OF OFFICER	$51,603	PAYMENT OF COMPENSATION	false
ERICKA AUGUSTINE
FAMILY MEMBER OF TRUSTEE	$97,803	PAYMENT OF COMPENSATION	false
CHERITH A REYNOLDS CLARK
FAMILY MEMBER OF OFFICER	$139,020	PAYMENT OF COMPENSATION	false
KENNETH APOSTOLAKOS
FAMILY MEMBER OF KEY EMPLOYEE	$108,754	PAYMENT OF COMPENSATION	false
KARL ROSENGREN
FAMILY MEMBER OF TRUSTEE AND OFFICER	$283,679	PAYMENT OF COMPENSATION	false
PEDRO JFERNANDEZ
FAMILY MEMBER OF OFFICER	$51,005	PAYMENT OF COMPENSATION	false
WEGMANS
OWNED > 35% BY TRUSTEE	$117,945	PAYMENT OF SUPPLIES & MEDS	false
JEREMY ROBINSON
FAMILY MEMBER OF OFFICER	$105,104	PAYMENT OF COMPENSATION	false
SMPO LLC
OWNED (INDIRECTLY) > 35% BY TRUSTEE AND FAMILY MEMBER	$2,700,000	PURCHASE OF LAND & BUILDINGS	false

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	FORM 990, SCHEDULE L, PART IV	FormAndLineReferenceDesc
Explanation	ADDITIONAL SUPPLEMENTAL INFORMATION WEGMANS- TRUSTEE DANIEL R. WEGMAN IS AN OFFICER, DIRECTOR AND OWNER OF WEGMANS. SMPO, LLC. - TRUSTEE THOMAS C. WILMOT, SR. AND A FAMILY MEMBER ARE GREATER THAN 35% (INDIRECT) OWNERS OF SMPO, LLC.	ExplanationTxt

Schedule M IRS990ScheduleM

Works Of Art WorksOfArtGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	15	ContributionCnt
Noncash Contributions Rpt F990	$714,203	NoncashContributionsRptF990Amt
Method Of Determining Revenues	FAIR MARKET VALUE	MethodOfDeterminingRevenuesTxt

Field	Value	IRS element (for citing)
Art Historical Treasures		ArtHistoricalTreasuresGrp
Art Fractional Interest		ArtFractionalInterestGrp

Books And Publications BooksAndPublicationsGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Noncash Contributions Rpt F990	$1,210	NoncashContributionsRptF990Amt
Method Of Determining Revenues	FAIR MARKET VALUE	MethodOfDeterminingRevenuesTxt

Field	Value	IRS element (for citing)
Clothing And Household Goods		ClothingAndHouseholdGoodsGrp
Cars And Other Vehicles		CarsAndOtherVehiclesGrp
Boats And Planes		BoatsAndPlanesGrp
Intellectual Property		IntellectualPropertyGrp

Securities Publicly Traded SecuritiesPubliclyTradedGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	252	ContributionCnt
Noncash Contributions Rpt F990	$13,458,014	NoncashContributionsRptF990Amt
Method Of Determining Revenues	FAIR MARKET VALUE	MethodOfDeterminingRevenuesTxt

Field	Value	IRS element (for citing)
Securities Closely Held Stock		SecuritiesCloselyHeldStockGrp
Secur Prtnrshp Trust Intrsts		SecurPrtnrshpTrustIntrstsGrp
Securities Miscellaneous		SecuritiesMiscellaneousGrp
Qualified Contrib Hist Struct		QualifiedContribHistStructGrp
Qualified Contrib Other		QualifiedContribOtherGrp
Real Estate Residential		RealEstateResidentialGrp
Real Estate Commercial		RealEstateCommercialGrp
Real Estate Other		RealEstateOtherGrp
Collectibles		CollectiblesGrp
Food Inventory		FoodInventoryGrp
Drugs And Medical Supplies		DrugsAndMedicalSuppliesGrp
Taxidermy		TaxidermyGrp
Historical Artifacts		HistoricalArtifactsGrp
Scientific Specimens		ScientificSpecimensGrp
Archaeological Artifacts		ArchaeologicalArtifactsGrp

Other Non Cash Contri Table OtherNonCashContriTableGrp (3 entries)

Non Cash CheckboxNonCashCheckboxInd	DescDesc	ContributionContributionCnt	Noncash Contributions Rpt F990NoncashContributionsRptF990Amt	Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)	MUSICAL INSTRUMENTS	10	$419,889	FAIR MARKET VALUE
Yes (X)	PERSONAL PROPERTY	1	$165	FAIR MARKET VALUE
Yes (X)	MISCELLANEOUS EQUIPMENT	10	$508,111	FAIR MARKET VALUE

Field	Value	IRS element (for citing)
Form8283 Received	9	Form8283ReceivedCnt
Any Property That Must Be Held	false	AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts	Yes (true)	ReviewProcessUnusualNCGiftsInd
Third Parties Used	false	ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE M, PART I, COLUMN (B)	FormAndLineReferenceDesc
Explanation	NUMBER OF CONTRIBUTIONS THE UNIVERSITY OF ROCHESTER REPORTS ALL NON-CASH CONTRIBUTIONS RECEIVED, OTHER THAN SECURITIES, BASED ON THE NUMBER OF NON-CASH ITEMS RECEIVED.	ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART III, LINE 4D	DETAIL OF OTHER PROGRAM SERVICES AUXILIARY ENTERPRISES- THE UNIVERSITY OPERATES EITHER DIRECTLY OR THROUGH THIRD PARTY CONTRACTORS FOOD SERVICES WHICH SERVED 4,425 UNDERGRADUATES 1,429,948 MEALS IN FIVE DINING SERVICES. THE UNIVERSITY HAS 777 UNITS USED FOR STUDENT HOUSING. --------------------
FORM 990, PART VI, SECTION A, LINE 1A	DELEGATION OF AUTHORITY THE BY-LAWS OF THE UNIVERSITY PROVIDE FOR AN EXECUTIVE COMMITTEE THAT MAY EXERCISE ALL THE POWERS OF THE BOARD IN INTERVALS BETWEEN MEETINGS OF THE BOARD OF TRUSTEES, EXCEPT THAT THE EXECUTIVE COMMITTEE DOES NOT HAVE POWER (1) TO GRANT DEGREES, (2) TO REMOVE A TRUSTEE OR OFFICER, (3) TO ELECT TRUSTEES, THE CHAIR OF THE BOARD OR THE PRESIDENT, OR (4) TO AMEND, ALTER OR REPEAL THE BY-LAWS. THE MEMBERS OF THE EXECUTIVE COMMITTEE ARE ALL TRUSTEES. THE EXECUTIVE COMMITTEE CONSISTS OF THE CHAIR OF THE BOARD, THE PRESIDENT, THE CHAIRS OF THE BOARD COMMITTEES OF INVESTMENT, NOMINATIONS AND BOARD PRACTICES, FACILITIES, AUDIT AND RISK ASSESSMENT, PERSONNEL, HEALTH AFFAIRS, ACADEMIC AFFAIRS, RESEARCH AND INNOVATION, FINANCIAL PLANNING, STUDENT AFFAIRS, COMPLIANCE AND COMPENSATION, AND DEVELOPMENT PLUS SUCH OTHER TRUSTEES AS THE BOARD OF TRUSTEES MAY ELECT TO SERVE FOR TERMS NOT TO EXCEED FIVE YEARS. --------------------
FORM 990, PART VI, SECTION B, LINE 11B	FORM 990 REVIEW PROCESS THE FORM 990 OF UNIVERSITY OF ROCHESTER IS PREPARED BY FINANCE STAFF AND PROVIDED TO PRICEWATERHOUSECOOPERS LLP AND SENIOR MANAGEMENT FOR REVIEW PRIOR TO FILING. THE FORM 990 WAS ALSO PROVIDED TO THE UNIVERSITY'S AUDIT AND RISK ASSESSMENT COMMITTEE PRIOR TO FILING. THE COMMITTEE'S QUESTIONS AND COMMENTS WERE ADDRESSED AT A COMMITTEE MEETING PRIOR TO FILING. THE FORM 990 WAS ALSO PROVIDED TO THE ENTIRE BOARD OF TRUSTEES PRIOR TO FILING. --------------------
FORM 990, PART VI, SECTION B, LINE 12C	CONFLICT OF INTEREST POLICY DIRECTORS, COMMITTEE MEMBERS, OFFICERS, AND KEY EMPLOYEES ARE REQUIRED TO DISCLOSE A CONFLICT OF INTEREST: A) PRIOR TO VOTING ON OR OTHERWISE DISCHARGING THEIR DUTIES WITH RESPECT TO ANY MATTER INVOLVING THE CONFLICT WHICH COMES BEFORE THE BOARD OR ANY COMMITTEE; B) PRIOR TO ENTERING INTO ANY CONTRACT OR TRANSACTION INVOLVING THE CONFLICT; C) AS SOON AS POSSIBLE AFTER THE DIRECTOR, COMMITTEE MEMBER OR OFFICER LEARNS OF THE CONFLICT; AND D) ON AN ANNUAL CONFLICT OF INTEREST DISCLOSURE FORM. THE FORM IS DISTRIBUTED ANNUALLY AND REQUIRES DISCLOSURE OF ALL CONFLICTS OF INTEREST, INCLUDING SPECIFIC INFORMATION CONCERNING THE TERMS OF ANY CONTRACT OR TRANSACTION WITH THE UNIVERSITY THAT INVOLVES A POTENTIAL CONFLICT OF INTEREST FOR THE INDIVIDUAL. THE FORMS ARE REVIEWED BY LEGAL COUNSEL, AND CONFLICTS DISCLOSED ON THE FORMS OR ON AN AD-HOC BASIS ARE REVIEWED BY AN INDEPENDENT BOARD COMMITTEE. THE COMMITTEE CONSIDERS THE MATERIAL FACTS CONCERNING ANY PROPOSED CONTRACT OR TRANSACTION, INCLUDING THE PROCESS BY WHICH THE DECISION WAS MADE TO APPROVE OR RECOMMEND ENTERING INTO THE ARRANGEMENT ON THE TERMS PROPOSED, AND APPROVES SUCH CONTRACTS OR TRANSACTIONS ONLY IF THE TERMS ARE FAIR AND REASONABLE TO THE UNIVERSITY AND THE ARRANGEMENTS ARE CONSISTENT WITH THE BEST INTERESTS OF THE UNIVERSITY. --------------------
FORM 990, PART VI, SECTION B, LINE 15	COMPENSATION PROCESS WRITTEN SELF-EVALUATIONS AND PERFORMANCE EVALUATIONS FOR THE UNIVERSITY'S OFFICERS AND KEY EMPLOYEES ARE REVIEWED ANNUALLY BY THE UNIVERSITY'S COMMITTEE ON COMPLIANCE AND COMPENSATION. THE COMMITTEE REVIEWS AND APPROVES TOTAL COMPENSATION FOR OFFICERS AND KEY EMPLOYEES AND CONSIDERS, IN ADDITION TO THE PERFORMANCE EVALUATIONS, THE SCOPE OF THE INDIVIDUAL'S JOB RESPONSIBILITIES, PREVIOUS COMPENSATION AND COMPARABLE COMPENSATION PAID TO PEOPLE WITH SIMILAR RESPONSIBILITIES AT COMPARABLE INSTITUTIONS. THE COMPARABLE INFORMATION IS PROVIDED BY AN INDEPENDENT CONSULTANT AND BY REFERENCE TO LOCAL, REGIONAL AND NATIONAL COMPENSATION SURVEYS. --------------------
FORM 990, PART VI, SECTION C, LINE 17	STATE FILING OF FORM 990 ALTHOUGH THE UNIVERSITY OF ROCHESTER IS LOCATED IN THE STATE OF NEW YORK, A COPY OF ITS FORM 990 IS NOT REQUIRED TO BE FILED WITH THE STATE, SINCE EDUCATIONAL INSTITUTIONS INCORPORATED UNDER THE NEW YORK STATE EDUCATION LAW ARE EXEMPT FROM FILING IN THE STATE OF NEW YORK. --------------------
FORM 990, PART VI, SECTION C, LINE 19	DOCUMENTS AVAILABILITY TO PUBLIC THE UNIVERSITY OF ROCHESTER'S AUDITED FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC BY POSTING THEM ON THE UNIVERSITY'S WEBSITE. THE UNIVERSITY OF ROCHESTER'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE NOT ROUTINELY MADE AVAILABLE TO THE PUBLIC. --------------------
FORM 990, PART VII, SECTION B	DETAIL OF INDEPENDENT CONTRACTOR PAYMENTS THE PAYMENT AMOUNTS LISTED FOR LECHASE CONSTRUCTION SERVICES AND DGA BUILDERS, LLC REPRESENT THE ESTIMATED SERVICE COMPONENT OF THE TOTAL PAYMENTS MADE TO THESE VENDORS FOR CONSTRUCTION SERVICES. --------------------
FORM 990, PART XI, LINE 9	DETAIL OF OTHER CHANGES IN NET ASSETS CHANGE IN VALUATION OF ANNUITIES $(13,100,424) LOSS ON EXTINGUISHMENT OF DEBT (897,091) OTHER CHANGES, NET (21,742,046) ----------- TOTAL $(35,739,561) --------------------

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp

Disregarded Entity Name DisregardedEntityName

Field	Value	IRS element (for citing)
Business Name Line1	SPRUCE RISK PURCHASING GROUP LLC	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	263 WALLIS HALL	AddressLine1Txt
City	ROCHESTER	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	14627	ZIPCd

Field	Value	IRS element (for citing)
EIN	160743209	EIN
Primary Activities	INSURANCE	PrimaryActivitiesTxt
Legal Domicile State	NY	LegalDomicileStateCd
Total Income	$0	TotalIncomeAmt
End Of Year Assets	$0	EndOfYearAssetsAmt

Direct Controlling Entity Name DirectControllingEntityName

Field	Value	IRS element (for citing)
Business Name Line1	UNIV OF ROCH	BusinessNameLine1Txt

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (38 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Exempt Code SectionExemptCodeSectionTxt	Public Charity StatusPublicCharityStatusTxt	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Controlled OrganizationControlledOrganizationInd
HIGHLAND HOSPITAL OF ROCHESTER INC
1000 SOUTH AVENUE	ROCHESTER	NY	14620	160743037	HOSPITAL	NY	501 (c)(3)	3	SPHS	Yes (true)
THE HIGHLAND FOUNDATION INC
1000 SOUTH AVENUE	ROCHESTER	NY	14620	237310662	FUNDRAISING	NY	501 (c)(3)	12A,I	HIGHLD HOSP	Yes (true)
HIGHLAND FACILITIES DEVELOPMENT CORP
1000 SOUTH AVENUE	ROCHESTER	NY	14620	223039077	MEDICAL BLDG	NY	501 (c)(3)	10	HIGHLD HOSP	Yes (true)
HIGHLAND COMMUNITY DEVELOPMENT CORP
100 HAHNEMANN TRAIL	PITTSFORD	NY	14534	223154715	ELDER CARE	NY	501 (c)(3)	10	SPHS	Yes (true)
THE HIGHLANDS LIVING CENTER INC
500 HAHNEMANN TRAIL	PITTSFORD	NY	14534	223240227	HEALTHCARE	NY	501 (c)(3)	10	SPHS	Yes (true)
THE MEADOWS AT WESTFALL INC
5901 LAC DE VILLE BLVD	ROCHESTER	NY	14618	161502303	HEALTHCARE	NY	501 (c)(3)	10	SPHS	Yes (true)
STRONG PARTNERS HEALTH SYSTEM INC
1000 SOUTH AVENUE	ROCHESTER	NY	14620	161499099	SUPPORT ORG	NY	501 (c)(3)	12A,I	UNIV OF ROCH	Yes (true)
UR MEDICINE HOME CARE INC (STRONG HCG)
2180 EMPIRE BOULEVARD	WEBSTER	NY	14580	222577664	FUNDRAISING	NY	501 (c)(3)	7	UNIV OF ROCH	Yes (true)
UR MEDICINE HOME CARE CERTIFIED SRV INC
2180 EMPIRE BOULEVARD	WEBSTER	NY	14580	160743215	HEALTHCARE	NY	501 (c)(3)	10	URMHC	Yes (true)
UR MEDICINE HC LICENSED SRVS INC (CCR)
2180 EMPIRE BOULEVARD	WEBSTER	NY	14580	161561691	HEALTHCARE	NY	501 (c)(3)	10	URMHC	Yes (true)
EXCELL PARTNERS INC
343 STATE STREET KODAK TOWER 2ND F	ROCHESTER	NY	14650	201862628	ECONOMIC DEV	NY	501 (c)(4)	N/A	UNIV OF ROCH	Yes (true)
ROCHESTER BIOVENTURE CENTER INC
601 ELMWOOD AVENUE	ROCHESTER	NY	14642	202485999	BIOTECH INCUB	NY	501 (c)(3)	12A,I	UNIV OF ROCH	Yes (true)
NEXTCORPS INC
260 EAST MAIN STREET SUITE 6000	ROCHESTER	NY	14604	161195028	BUSINESS INCU	NY	501 (c)(3)	7	UNIV OF ROCH	Yes (true)
EASTMAN DENTAL CENTER FOUNDATION INC
625 ELMWOOD AVENUE	ROCHESTER	NY	14620	161529555	SUPPORT ORG	NY	501 (c)(3)	12A,I	NA	false
THE JAMES P WILMOT FOUNDATION INC
387 E MAIN STREET	ROCHESTER	NY	14604	222341413	SUPPORT ORG	NY	501 (c)(3)	12D,III-OTH	NA	false
ROBERT P GIDDINGS TRUST CO TAYLOR
GANSON PERRIN 160 FEDERAL ST 20	BOSTON	MA	02110	046660588	SUPPORT ORG	MA	501 (c)(3)	12D,III-OTH	NA	false
U OF R BROADCASTING CORPORATION
201 WILSON COMMONS	ROCHESTER	NY	14627	160743209	BROADCAST LIC	NY	501 (c)(4)	N/A	UNIV OF ROCH	Yes (true)
UR REAL ESTATE CORPORATION
263 WALLIS HALL	ROCHESTER	NY	14627	271140014	SUPPORT ORG	NY	501 (c)(3)	12A,I	UNIV OF ROCH	Yes (true)
MELIORA REAL ESTATE CORPORATION
263 WALLIS HALL	ROCHESTER	NY	14627	452464788	SUPPORT ORG	NY	501 (c)(3)	12A,I	UNIV OF ROCH	Yes (true)
FREDERICK FERRIS THOMPSON HOSPITAL
350 PARRISH STREET	CANANDAIGUA	NY	14424	160743024	HOSPITAL	NY	501 (c)(3)	3	FFTHS INC	Yes (true)
FF THOMPSON FOUNDATION INC
350 PARRISH STREET	CANANDAIGUA	NY	14424	222959984	FUNDRAISING	NY	501 (c)(3)	7	FFTHS INC	Yes (true)
MM EWING CONTINUING CARE CENTER
350 PARRISH STREET	CANANDAIGUA	NY	14424	237046583	HEALTHCARE	NY	501 (c)(3)	3	FFTHS INC	Yes (true)
FF THOMPSON HEALTH SYSTEM INC
350 PARRISH STREET	CANANDAIGUA	NY	14424	222959987	SUPPORT ORG	NY	501 (c)(3)	12A,I	UNIV OF ROCH	Yes (true)
FF THOMPSON SENIOR COMMUNITIES INC
350 PARRISH STREET	CANANDAIGUA	NY	14424	161557494	ELDER CARE	NY	501 (c)(3)	10	FFTHS INC	Yes (true)
PLUTA CANCER CENTER FOUNDATION INC
125 RED CREEK DRIVE	ROCHESTER	NY	14623	270425383	SUPPORT ORG	NY	501 (c)(3)	12A,I	NA	false
FINGER LAKES VISITING NURSE SERVICE INC
756 PRE-EMPTION ROAD	GENEVA	NY	14456	223067627	HEALTHCARE	NY	501 (c)(3)	10	URMHC	Yes (true)
FINGER LAKES HOME CARE INC
756 PRE-EMPTION ROAD	GENEVA	NY	14456	161489133	HEALTHCARE	NY	501 (c)(3)	10	URMHC CS	Yes (true)
THE MEMORIAL HOSPITAL OF WILLIAM F AND
191 NORTH MAIN STREET	WELLSVILLE	NY	14895	222807681	Hospital	NY	501(c)(3)	3	UNIV OF ROCH	Yes (true)
LIVINGSTON HEALTH CARE SYSTEM INC
111 CLARA BARTON STREET	DANSVILLE	NY	14427	161455240	SUPPORT ORG	NY	501 (c)(3)	12A,I	UNIV OF ROCH	Yes (true)
NICHOLAS H NOYES MEMORIAL HOSPITAL INC
111 CLARA BARTON STREET	DANSVILLE	NY	14427	160743979	Hospital	NY	501(c)(3)	3	LHCS	Yes (true)
RED JACKET CENTER INC
111 CLARA BARTON STREET	DANSVILLE	NY	14427	161037658	Med Off Bldg	NY	501(c)(3)	12A,I	LHCS	Yes (true)
THE FOUNDATION FOR NOYES MEMORIAL HEALTH
111 CLARA BARTON STREET	DANSVILLE	NY	14427	161584778	Fundraising	NY	501(c)(3)	7	LHCS	Yes (true)
JONES MEMORIAL HOSPITAL FOUNDATION
191 NORTH MAIN STREET	WELLSVILLE	NY	14895	473763374	SUPPORT ORG	NY	501 (c)(3)	7	JONES	Yes (true)
JONES MEDICAL SERVICES PC
191 NORTH MAIN STREET	WELLSVILLE	NY	14895	465210222	MEDICAL CLINI	NY	501 (c)(3)	3	JONES	Yes (true)
ST JAMES HOSPITAL
7329 SENECA ROAD NORTH	HORNELL	NY	14843	160743310	HOSPITAL	NY	501 (c)(3)	3	UNIV OF ROCH	Yes (true)
ST JAMES HOSPITAL FOUNDATION INC
7329 SENECA ROAD NORTH	HORNELL	NY	14843	161486437	FUNDRAISING	NY	501 (c)(3)	7	ST JAMES	Yes (true)
UR MEDICINE HOME CARE COMMUNITY SRVCS
2180 EMPIRE BOULEVARD	WEBSTER	NY	14580	825091873	HEALTHCARE	NY	501 (c)(3)	10	URMHC	Yes (true)
UR MEDICINE HOME CARE FOUNDATION INC
2180 EMPIRE BOULEVARD	WEBSTER	NY	14580	831912967	SUPPORT ORG	NY	501 (c)(3)	12A,I	URMHC	Yes (true)

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (4 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	General Or Managing PartnerGeneralOrManagingPartnerInd
EXCELL INNOVATE NY FUND LP
343 STATE STREET KODAK TOWER 2ND	ROCHESTER	NY	14650	462405519	INVESTMENT FUND	NY	ETV INC	false
EXCELL MINORITY AND WOMEN OWNED BUSINESS
343 STATE STREET KODAK TOWER 2ND	ROCHESTER	NY	14650	810723223	INVESTMENT FUND	NY	ETV INC	false
EXCELL PARTNERS INNOVATIVE TC FUND LP
343 STATE STREET KODAK TOWER 2ND	ROCHESTER	NY	14615	810711015	INVESTMENT FUND	NY	ETV INC	false
FINGER LAKES VENTURE FUND LP
343 STATE STREET KODAK TOWER 2ND	ROCHESTER	NY	14650	833941257	INVESTMENT FUND	NY	ETV INC	false

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (12 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Entity TypeEntityTypeTxt	Controlled OrganizationControlledOrganizationInd	Share Of Total IncomeShareOfTotalIncomeAmt	Share Of EOY AssetsShareOfEOYAssetsAmt	OwnershipOwnershipPct
MEDICAL ADMINISTRATIVE ASSOCIATES INC
777 SOUTH CLINTON AVENUE	ROCHESTER	NY	14620	161354319	RETAIL PHARMACY	NY	HIGHLD HOSP	C CORP	Yes (true)
UR EQUITY HOLDINGS INC
110 OFFICE PARK WAY	PITTSFORD	NY	14534	273040889	HOLDING COMPANY	DE	UNIV OF ROCH	C CORP	Yes (true)	-$1,250	$0	1.00000
FFTH PROPERTIES AND SERVICES INC
350 PARRISH STREET	CANANDAIGUA	NY	14424	161286518	HOLDING COMPANY	NY	FFTHS INC	C CORP	Yes (true)
EXCELL TECHNOLOGY VENTURES INC
343 STATE STREET KODAK TOWER 2ND	ROCHESTER	NY	14650	800909149	BIOTECH INCUBATOR	NY	ROCH BIOVENTURE	C CORP	Yes (true)
ACCOUNTABLE HEALTH PARTNERS LLC
135 CORPORATE WOODS SUITE 320	ROCHESTER	NY	14623	300787967	ACCT CARE NETWORK	NY	UNIV OF ROCH	C CORP	Yes (true)	$29,172,480	$21,899,950	0.71000
CHARITABLE REMAINDER TRUSTS (26)
					N/A	NY	NA	TRUST	false
POOLED INCOME FUNDS (3)
					N/A	NY	NA	TRUST	false
IRC SECTION 4947(A)(1) TRUSTS (8)
					N/A	NY	NA	TRUST	false
ACCOUNTABLE HEALTH PARTNERS IPA LLC
135 CORPORATE WOODS STE 320	ROCHESTER	NY	14623	371746016	INDEP PRACT ASSOC	NY	AHP LLC	C CORP	Yes (true)
AHP INSURANCE COMPANY
76 ST PAUL STREET SUITE 500	BURLINGTON	VT	05401	814644839	CAPTIVE INS CO	VT	AHP LLC	C CORP	Yes (true)
LUMINATE VENTURE CHALLENGE CORP
260 EAST MAIN STREET SUITE 6000	ROCHESTER	NY	14604	823954131	BUSINESS INCUBATR	NY	NEXTCORPS INC	C CORP	Yes (true)
HORNELL MEDICAL VILLAGE LLC
7100 ROUTE 70A	HORNELL	NY	14843	611886763	HOLD REAL ESTATE	NY	ST JAMES	C CORP	Yes (true)

Field	Value	IRS element (for citing)
Receipt Of Int Annts Rnts Rylts	Yes (true)	ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org	Yes (true)	GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org	false	GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org	false	LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org	false	LoansOrGuaranteesFromOthOrgInd
Div Related Organization	false	DivRelatedOrganizationInd
Asset Sale To Other Org	false	AssetSaleToOtherOrgInd
Asset Purchase From Other Org	false	AssetPurchaseFromOtherOrgInd
Asset Exchange	false	AssetExchangeInd
Rental Of Facilities To Oth Org	Yes (true)	RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org	Yes (true)	RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org	Yes (true)	PerformOfServicesForOthOrgInd
Perform Of Services By Other Org	Yes (true)	PerformOfServicesByOtherOrgInd
Sharing Of Facilities	false	SharingOfFacilitiesInd
Paid Employees Sharing	false	PaidEmployeesSharingInd
Reimbursement Paid To Other Org	Yes (true)	ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org	Yes (true)	ReimbursementPaidByOtherOrgInd
Transfer To Other Org	Yes (true)	TransferToOtherOrgInd
Transfer From Other Org	Yes (true)	TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (40 entries)

Transaction TypeTransactionTypeTxt	InvolvedInvolvedAmt	Method Of Amount DeterminationMethodOfAmountDeterminationTxt
HIGHLAND HOSPITAL OF ROCHESTER INC
M	$1,847,255	SERVICE COST
HIGHLAND HOSPITAL OF ROCHESTER INC
R	$39,959,544	PATIENT COST
HIGHLAND HOSPITAL OF ROCHESTER INC
K	$150,194	FMV RENT
HIGHLAND HOSPITAL OF ROCHESTER INC
P	$3,918,340	NET EXPENSES
THE MEADOWS AT WESTFALL INC
B	$2,629,998	FMV GIFT
THE MEADOWS AT WESTFALL INC
P	$1,734,443	NET EXPENSES
THE HIGHLANDS LIVING CENTER INC
P	$1,027,602	NET EXPENSES
THE HIGHLANDS LIVING CENTER INC
B	$250,002	FMV GIFT
THE FREDERICK FERRIS THOMPSON HOSPITAL
B	$689,313	FMV GIFT
THE FREDERICK FERRIS THOMPSON HOSPITAL
K	$260,788	RENTAL COST
THE FREDERICK FERRIS THOMPSON HOSPITAL
P	$853,333	NET EXPENSES
THE FREDERICK FERRIS THOMPSON HOSPITAL
R	$4,657,511	PATIENT COST
ACCOUNTABLE HEALTH PARTNERS LLC
R	$5,794,566	FMV COST
NICHOLAS H NOYES MEMORIAL HOSPITAL
K	$118,232	RENTAL COST
NICHOLAS H NOYES MEMORIAL HOSPITAL
P	$554,830	NET EXPENSES
NICHOLAS H NOYES MEMORIAL HOSPITAL
R	$1,128,542	FMV COST
JONES MEMORIAL HOSPITAL
K	$123,880	RENTAL COST
JONES MEMORIAL HOSPITAL
P	$1,907,079	NET EXPENSES
JONES MEMORIAL HOSPITAL
R	$4,386,317	FMV COST
ST JAMES HOSPITAL
M	$57,645	SERVICE COST
ST JAMES HOSPITAL
P	$124,757	NET EXPENSES
ST JAMES HOSPITAL
R	$3,238,103	FMV COST
HIGHLAND HOSPITAL OF ROCHESTER INC
L	$95,486,214	SERVICE COST
HIGHLAND HOSPITAL OF ROCHESTER INC
Q	$272,757	NET EXPENSES
EXCELL PARTNERS INC
L	$698,753	SERVICE COST
UR MEDICINE HOME CARE CERTIFIED SRV INC
L	$63,285	SERVICE COST
THE MEADOWS AT WESTFALL INC
A,J	$624,192	FMV RENT
THE MEADOWS AT WESTFALL INC
L	$415,072	SERVICE COST
THE MEADOWS AT WESTFALL INC
S	$144,000	FMV RES FUND
HIGHLAND COMMUNITY DEVELOPMENT CORP
L	$150,007	SERVICE COST
THE HIGHLANDS LIVING CENTER INC
L	$240,720	SERVICE COST
THE FREDERICK FERRIS THOMPSON HOSPITAL
L	$10,614,656	SERVICE COST
THE FREDERICK FERRIS THOMPSON HOSPITAL
Q	$212,640	NET EXPENSES
JONES MEMORIAL HOSPITAL
L	$1,318,078	SERVICE COST
JONES MEMORIAL HOSPITAL
Q	$55,914	NET EXPENSES
NICHOLAS H NOYES MEMORIAL HOSPITAL
L	$1,255,430	SERVICE COST
NICHOLAS H NOYES MEMORIAL HOSPITAL
Q	$179,135	NET EXPENSES
ST JAMES HOSPITAL INC
L	$11,351,317	SERVICE COST
ACCOUNTABLE HEALTH PARTNERS LLC
L	$6,025,506	SERVICE COST
ACCOUNTABLE HEALTH PARTNERS LLC
S	$8,853,166	GAIN SHARING CO