UNIVERSITY OF ROCHESTER: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY OF ROCHESTER (EIN 16-0743209)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2017-05-12
- IRS object ID
- 201731329349305733
- Schema version
- 2015v3.0
- 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 | 2017-05-12T15:08:09-05:00 | ReturnTs |
| Tax Period End | 2016-06-30 | 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 | 2015-07-01 | 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 | % HOLLY G CRAWFORD | InCareOfNm |
| Business Name Control | UNIV | BusinessNameControlTxt |
| Phone | 5852752800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 910 GENESEE STREET Suite STE 200 | AddressLine1Txt |
| City | ROCHESTER | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 146113847 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HOLLY G CRAWFORD | PersonNm |
| Person Title | SRVP ADMIN/FIN&CFO | PersonTitleTxt |
| Phone | 5852752800 | PhoneNum |
| Signature | 2017-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANTONIO C RUSSO TAX DIR | PreparerPersonNm |
| PTIN | P00858539 | PTIN |
| Phone | 2673303000 | PhoneNum |
| Preparation | 2017-05-05 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JOEL S SELIGMAN | 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 | $4,078,720,889 | 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 | PROVISION OF HIGHER EDUCATION IN THE LIBERAL ARTS AND SCIENCES, MEDICINE AND DENTISTRY, NURSING AND MUSIC, AS WELL AS MAINTAINING THE STRONG MEMORIAL HOSPITAL. | ActivityOrMissionDesc |
| Voting Members Governing Body | 48 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 40 | VotingMembersIndependentCnt |
| Total Employee | 30319 | TotalEmployeeCnt |
| Total Volunteers | 5340 | TotalVolunteersCnt |
| Total Gross UBI | $6,165,389 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$2,360,414 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $345,905,882 | PYContributionsGrantsAmt |
| CY Contributions Grants | $365,364,666 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,551,847,641 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $2,721,117,145 | CYProgramServiceRevenueAmt |
| PY Investment Income | $148,902,930 | PYInvestmentIncomeAmt |
| CY Investment Income | $121,266,941 | CYInvestmentIncomeAmt |
| PY Other Revenue | $25,171,865 | PYOtherRevenueAmt |
| CY Other Revenue | $24,156,951 | CYOtherRevenueAmt |
| PY Total Revenue | $3,071,828,318 | PYTotalRevenueAmt |
| CY Total Revenue | $3,231,905,703 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $177,809,704 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $189,127,542 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,791,009,142 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,907,357,389 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $398,409 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $430,658 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $39,881,357 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,047,273,364 | PYOtherExpensesAmt |
| CY Other Expenses | $1,161,690,583 | CYOtherExpensesAmt |
| PY Total Expenses | $3,016,490,619 | PYTotalExpensesAmt |
| CY Total Expenses | $3,258,606,172 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $55,337,699 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$26,700,469 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $5,136,352,234 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,969,395,345 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,004,431,022 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,074,206,659 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $3,131,921,212 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $2,895,188,686 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | PROVISION OF HIGHER EDUCATION IN THE LIBERAL ARTS AND SCIENCES, MEDICINE AND DENTISTRY, NURSING AND MUSIC, AS WELL AS OPERATING AND MAINTAINING THE STRONG MEMORIAL HOSPITAL. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $651,745,839 | ExpenseAmt |
| Grant | $189,127,542 | GrantAmt |
| Revenue | $512,549,821 | 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 1,258 FULL-TIME TENURED FACULTY MEMBERS AND 10,669 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 | $299,869,734 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $73,929,298 | RevenueAmt |
| Desc | SPONSORED RESEARCH ACTIVITIES - THE UNIVERSITY IS A CENTER FOR PROGRAMS OF RESEARCH. MUCH OF THE RESEARCH IS FUNDED IN SUBSTANTIAL PART BY PRIVATE AND GOVERNMENTAL AGENCIES. RESEARCH IS UNDERTAKEN IN THE PUBLIC'S INTEREST AND ALL RESULTS ARE AVAILABLE TO THE PUBLIC. DURING THE 2015-2016 FISCAL YEAR, THERE WERE 3,960 GRANTS AND CONTRACTS IN EFFECT THAT TOTALED $289,812,893 IN REVENUE. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,994,586,280 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $2,046,061,737 | RevenueAmt |
| Desc | SERVICES OF HOSPITAL AND CLINICS- THE UNIVERSITY OF ROCHESTER (THE "UNIVERSITY"), TO SUPPORT THE TEACHING AND RESEARCH MISSIONS OF ITS SCHOOL OF MEDICINE AND DENTISTRY AND ITS SCHOOL OF NURSING, OPERATES A TERTIARY CARE, TEACHING HOSPITAL, THAT 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 2015-2016 FISCAL YEAR, THERE WERE 284,435 PATIENT DAYS AND 1,547,758 EMERGENCY AND CLINICAL 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 | $108,927,403 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $0 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $88,576,289 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $3,055,129,256 | 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 |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| 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 | false | 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 With Officer Ent | Yes (true) | BusinessRlnWithOfficerEntInd |
| 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 | 13555 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 30319 | 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 |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 48 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 40 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | 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 | HOLLY G CRAWFORD | 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 (79 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| JOEL S SELIGMAN | ||||||||||
| TRUSTEE, PRESIDENT & CEO | 80.0 | 0.0 | Yes (X) | Yes (X) | $1,224,732 | $0 | $97,454 | |||
| RICHARD T AAB | ||||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| MARK S AIN | ||||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| NAOMI M BERGMAN | ||||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| LAURENCE H BLOCH | ||||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| JOHN H BRUNING | ||||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| BARBARA J BURGER | ||||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| WILLIAM M CARPENTER | ||||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| ARUNAS A CHESONIS | ||||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| CAROL JOHN A DAVIDSON | ||||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| LAUNCELOT F DRUMMOND | ||||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| BERNARD T FERRARI MD | ||||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| DAVID FLAUM | ||||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| BARRY W FLORESCUE | ||||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| ROGER B FRIEDLANDER | ||||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| ANI GABRELLIAN | ||||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| ROBERT B GOERGEN | ||||||||||
| LIFE TRUSTEE-AS OF 5/2016 | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| GWEN MELTZER GREENE | ||||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| EDMUND A HAJIM | ||||||||||
| CHAIR (TIL MAY 2016) | 3.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| RICHARD B HANDLER | ||||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| ALAN F HILFIKER | ||||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| CAROL D KARP | ||||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| ROBERT J KEEGAN | ||||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| JOHN M KELLY | ||||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| LAURENCE KESSLER | ||||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| EVANS Y LAM | ||||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| LOUIS G LANGE MD | ||||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| NANCY A LIEBERMAN | ||||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| GAIL A LIONE | ||||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| EDWARD D MILLER | ||||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| KATHLEEN ANN MURRAY | ||||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| SANDRA A PARKER | ||||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| LIZETTE M PEREZ-DEISBOECK | ||||||||||
| TRUSTEE (AS OF MAY 2016) | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| PHILIP A PIZZO MD | ||||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| FRANCIS L PRICE | ||||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| BRIAN F PRINCE | ||||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| RONALD RETTNER | ||||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| THOMAS S RICHARDS | ||||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| MICHAEL S ROSEN | ||||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| RICHARD E SANDS | ||||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| PHILIP SAUNDERS | ||||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| THOMAS R SLOAN | ||||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| HUGO F SONNENSCHEIN | ||||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| KATHY N WALLER | ||||||||||
| LIFE TRUSTEE-AS OF 5/2016 | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| DANIEL R WEGMAN | ||||||||||
| CHAIR (AS OF MAY 2016) | 2.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| TIMOTHY C WENTWORTH | ||||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| JANICE M WILLETT | ||||||||||
| LIFE TRUSTEE-AS OF 5/2016 | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| THOMAS C WILMOT SR | ||||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| NATHANIEL WISCH MD | ||||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| G ROBERT WITMER JR | ||||||||||
| CHAIR EMERITUS | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| JAMES C WYANT | ||||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| PAUL J BURGETT | ||||||||||
| VP & SR ADVISOR- PRES & DEAN | 40.0 | 0.0 | Yes (X) | $167,613 | $0 | $30,659 | ||||
| HOLLY G CRAWFORD 1-15-16 | ||||||||||
| SR VP, ADMIN & FIN, CFO | 65.0 | 0.0 | Yes (X) | $254,080 | $0 | $92,001 | ||||
| ROBERT L CLARK | ||||||||||
| SRVP RESEARCH & DEAN HAJIM ASE | 55.0 | 0.0 | Yes (X) | $569,551 | $0 | $197,814 | ||||
| THOMAS J FARRELL | ||||||||||
| SRVP & CHIEF ADVANCEMENT OFFCR | 55.0 | 0.0 | Yes (X) | $712,633 | $0 | $62,102 | ||||
| PETER LENNIE | ||||||||||
| PROVOST & DEAN OF FACULTY- ASE | 60.0 | 0.0 | Yes (X) | $627,721 | $0 | $87,651 | ||||
| LAMAR R MURPHY | ||||||||||
| GENL SECRETARY, CHIEF OF STAFF | 55.0 | 0.0 | Yes (X) | $301,793 | $0 | $40,738 | ||||
| WILLIAM M MURPHYTIL 8-1-15 | ||||||||||
| VP FOR COMMUNICATIONS | 55.0 | 0.0 | Yes (X) | $161,070 | $0 | $21,234 | ||||
| GAIL M NORRIS | ||||||||||
| VP & GENERAL COUNSEL | 60.0 | 2.0 | Yes (X) | $426,512 | $0 | $47,983 | ||||
| RONALD J PAPROCKITIL 1-15-16 | ||||||||||
| SRVP ADMIN & FINANCE, CFO | 55.0 | 2.0 | Yes (X) | $690,984 | $0 | $120,017 | ||||
| DOUGLAS W PHILLIPS | ||||||||||
| SRVP INSTITUTIONAL RESOURCES | 62.0 | 0.0 | Yes (X) | $2,550,365 | $0 | $42,812 | ||||
| ELIZABETH STAUDERMAN 8-1-15 | ||||||||||
| VP FOR COMMUNICATIONS | 55.0 | 0.0 | Yes (X) | $186,937 | $0 | $14,194 | ||||
| MARK B TAUBMAN | ||||||||||
| CEO URMC, DEAN SMD, SRVP HEAL. | 75.0 | 0.0 | Yes (X) | $889,885 | $0 | $303,168 | ||||
| DAVID A KIRSHNER | ||||||||||
| SR VP & CFO, URMC | 55.0 | 0.0 | $782,821 | $0 | $166,463 | Yes (X) | ||||
| STEVEN I GOLDSTEIN | ||||||||||
| URMC VP, PRES/CEO SMH & HH | 55.0 | 16.0 | $899,082 | $0 | $895,783 | Yes (X) | ||||
| RAYMOND J MAYEWSKI | ||||||||||
| VP, URMC | 51.0 | 9.0 | $664,346 | $0 | $117,603 | Yes (X) | ||||
| KATHLEEN PARRINELLO | ||||||||||
| EXEC VP & COO, SMH | 55.0 | 0.0 | $612,121 | $0 | $142,879 | Yes (X) | ||||
| ADAM P ANOLIK | ||||||||||
| ASSOC VP & SR DIR FINANCE/CFO | 55.0 | 0.0 | $423,405 | $0 | $83,866 | Yes (X) | ||||
| PETER G ROBINSON | ||||||||||
| VP&COO, MEDCTR & STRONG HEALTH | 55.0 | 5.0 | $752,887 | $0 | $334,951 | Yes (X) | ||||
| MICHAEL ROTONDO | ||||||||||
| CEO, URMFG | 55.0 | 0.0 | $891,172 | $0 | $91,172 | Yes (X) | ||||
| MARC D BROWN MD | ||||||||||
| PROF-DERMATOLOGY M&D | 60.0 | 0.0 | $1,583,657 | $0 | $47,060 | Yes (X) | ||||
| SHERRIF F IBRAHIM | ||||||||||
| ASST PROFESSOR-DERMATOLOGY M&D | 55.0 | 0.0 | $1,577,691 | $0 | $51,487 | Yes (X) | ||||
| MICHAEL D MALONEY MD | ||||||||||
| ASSOC. PFOF-ORTHOPAEDICS M&D | 86.0 | 0.0 | $1,331,635 | $0 | $289,939 | Yes (X) | ||||
| BRENT DUBESHTER MD | ||||||||||
| PROFESSOR-DEPT OF OBGYN | 55.0 | 0.0 | $1,263,694 | $0 | $49,867 | Yes (X) | ||||
| ILYA VOLOSHIN | ||||||||||
| PROFESSOR-ORTHOPAEDICS M&D | 55.0 | 0.0 | $1,196,873 | $0 | $45,434 | Yes (X) | ||||
| BRADFORD C BERK | ||||||||||
| DIRECTOR-UR NEUROREST. INST. | 65.0 | 0.3 | $933,982 | $0 | $459,483 | Yes (X) | ||||
| JAMES D THOMPSON | ||||||||||
| FORMER OFFICER | 0.0 | 0.0 | $577,057 | $0 | $9,056 | Yes (X) | ||||
| MICHAEL C GOONAN | ||||||||||
| SR. ADVISOR, URMC | 10.0 | 0.0 | $945,689 | $0 | $5,358 | Yes (X) | ||||
| LEONARD J SHUTE | ||||||||||
| SR. ADVISOR, URMC | 20.0 | 0.0 | $221,370 | $0 | $32,867 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $23,421,358 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $3,981,095 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2329 | 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 | $14,576,738 |
| DGA BUILDERS INC | |||||
| 1170 PITTSFORD-VICTOR ROAD | PITTSFORD | NY | 14534 | CONSTRUCTION SRVCS | $7,583,933 |
| EPIC SYSTEMS CORPORATION | |||||
| 1979 MILKY WAY | VERONA | WI | 53593 | MAINT/CONSULT/TRAIN | $5,561,552 |
| INTERLAKES ONCOLOGY AND HEMATOLOGY | |||||
| 211 WHITE SPRUCE BLVD SUITE A | ROCHESTER | NY | 14623 | ADMIN MGMT CONSULT | $4,758,975 |
| THE PIKE COMPANY | |||||
| ONE CIRCLE STREET | ROCHESTER | NY | 14607 | CONSTRUCTION SRVCS | $2,962,463 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 543 | CntrctRcvdGreaterThan100KCnt |
| Info In Schedule O Part VIII | Yes (X) | InfoInScheduleOPartVIIIInd |
| Federated Campaigns | $724,472 | FederatedCampaignsAmt |
| Fundraising | $3,527,002 | FundraisingAmt |
| Related Organizations | $2,053,000 | RelatedOrganizationsAmt |
| Government Grants | $289,812,893 | GovernmentGrantsAmt |
| All Other Contributions | $69,247,299 | AllOtherContributionsAmt |
| Noncash Contributions | $25,507,144 | NoncashContributionsAmt |
| Total Contributions | $365,364,666 | 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 | 622110 | $2,046,061,737 | $2,040,843,049 | $5,218,688 |
| EDUCATIONAL ACTIVITIES | 611310 | $512,549,821 | $512,549,821 | |
| RESEARCH & OTHER CONTRACTS | 900099 | $73,929,298 | $73,929,298 | |
| AUXILIARY ENTERPRISES | 900099 | $88,576,289 | $88,576,289 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $2,721,117,145 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $61,142,873 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $56,790 | UnrelatedBusinessRevenueAmt |
| Exclusion | $61,086,083 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $62,871 | TotalRevenueColumnAmt |
| Exclusion | $62,871 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $23,113,154 | TotalRevenueColumnAmt |
| Exclusion | $23,113,154 | ExclusionAmt |
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 | $905,427,286 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $845,366,089 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $60,061,197 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $60,061,197 | TotalRevenueColumnAmt |
| Exclusion | $60,061,197 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $1,602,983 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $3,527,002 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $1,449,097 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $153,886 | TotalRevenueColumnAmt |
| Exclusion | $153,886 | ExclusionAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|
| ATHLETIC FEES | 900099 | $37,952 | $37,952 |
| MAG ROOM RENTAL | 900099 | $803,576 | $803,576 |
| OTHER REVENUE | 900099 | $48,383 | $48,383 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $889,911 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,231,905,703 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,715,898,457 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $6,165,389 | UnrelatedBusinessRevenueAmt |
| Exclusion | $144,477,191 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,737 | TotalAmt |
| Program Services | $4,737 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $189,122,805 | TotalAmt |
| Program Services | $189,122,805 | 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 | $15,824,447 | TotalAmt |
| Program Services | $10,613,351 | ProgramServicesAmt |
| Management And General | $4,281,321 | ManagementAndGeneralAmt |
| Fundraising | $929,775 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,966,251 | TotalAmt |
| Program Services | $1,966,251 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,438,280,432 | TotalAmt |
| Program Services | $1,371,657,255 | ProgramServicesAmt |
| Management And General | $47,325,367 | ManagementAndGeneralAmt |
| Fundraising | $19,297,810 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $89,400,769 | TotalAmt |
| Program Services | $86,099,739 | ProgramServicesAmt |
| Management And General | $2,216,558 | ManagementAndGeneralAmt |
| Fundraising | $1,084,472 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $268,486,075 | TotalAmt |
| Program Services | $258,572,508 | ProgramServicesAmt |
| Management And General | $6,656,710 | ManagementAndGeneralAmt |
| Fundraising | $3,256,857 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $93,399,415 | TotalAmt |
| Program Services | $89,950,739 | ProgramServicesAmt |
| Management And General | $2,315,699 | ManagementAndGeneralAmt |
| Fundraising | $1,132,977 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,350,912 | TotalAmt |
| Program Services | $8,350,912 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,031,069 | TotalAmt |
| Program Services | $3,742,241 | ProgramServicesAmt |
| Management And General | $240,892 | ManagementAndGeneralAmt |
| Fundraising | $47,936 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,249,170 | TotalAmt |
| Program Services | $1,586 | ProgramServicesAmt |
| Management And General | $1,247,584 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $270,000 | TotalAmt |
| Program Services | $270,000 | ProgramServicesAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $430,658 | TotalAmt |
| Fundraising | $430,658 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,926,895 | TotalAmt |
| Management And General | $51,926,895 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $101,365,519 | TotalAmt |
| Program Services | $96,742,669 | ProgramServicesAmt |
| Management And General | $3,424,401 | ManagementAndGeneralAmt |
| Fundraising | $1,198,449 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,073,081 | TotalAmt |
| Program Services | $4,034,873 | ProgramServicesAmt |
| Management And General | $420 | ManagementAndGeneralAmt |
| Fundraising | $37,788 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $128,433,886 | TotalAmt |
| Program Services | $124,537,300 | ProgramServicesAmt |
| Management And General | $1,741,411 | ManagementAndGeneralAmt |
| Fundraising | $2,155,175 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,093,063 | TotalAmt |
| Program Services | $24,721,437 | ProgramServicesAmt |
| Management And General | $253,673 | ManagementAndGeneralAmt |
| Fundraising | $117,953 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $93,778,527 | TotalAmt |
| Program Services | $93,089,628 | ProgramServicesAmt |
| Management And General | $624,644 | ManagementAndGeneralAmt |
| Fundraising | $64,255 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,633,459 | TotalAmt |
| Program Services | $19,713,990 | ProgramServicesAmt |
| Management And General | $469,729 | ManagementAndGeneralAmt |
| Fundraising | $1,449,740 | 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 | $15,008,483 | TotalAmt |
| Program Services | $11,745,287 | ProgramServicesAmt |
| Management And General | $732,518 | ManagementAndGeneralAmt |
| Fundraising | $2,530,678 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,868,576 | TotalAmt |
| Program Services | $34,759,159 | ProgramServicesAmt |
| Management And General | $5,373,783 | ManagementAndGeneralAmt |
| Fundraising | $735,634 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $170,097,344 | TotalAmt |
| Program Services | $158,327,450 | ProgramServicesAmt |
| Management And General | $10,983,354 | ManagementAndGeneralAmt |
| Fundraising | $786,540 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,589,617 | TotalAmt |
| Program Services | $10,637,414 | ProgramServicesAmt |
| Management And General | $952,203 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| MEDICAL SUPPLIES | $374,471,677 | $374,471,677 |
| BAD DEBT EXPENSE-ACADEMIC | $826,629 | $826,629 |
| BAD DEBT EXPENSE-HOSPITAL | $18,391,808 | $18,391,808 |
| OTHER-UBIT STATE TAX PAID | $41,713 | $41,713 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $90,189,155 | TotalAmt |
| Program Services | $62,736,098 | ProgramServicesAmt |
| Management And General | $22,828,397 | ManagementAndGeneralAmt |
| Fundraising | $4,624,660 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,258,606,172 | TotalAmt |
| Program Services | $3,055,129,256 | ProgramServicesAmt |
| Management And General | $163,595,559 | ManagementAndGeneralAmt |
| Fundraising | $39,881,357 | 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 | $269,748,664 | BOYAmt |
| EOY | $173,739,387 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $166,829,510 | BOYAmt |
| EOY | $168,885,123 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $258,706,407 | BOYAmt |
| EOY | $292,792,773 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,301,584 | BOYAmt |
| EOY | $6,301,584 | 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 | $21,512,039 | BOYAmt |
| EOY | $21,000,744 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,699,609 | BOYAmt |
| EOY | $34,602,720 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,364,099 | BOYAmt |
| EOY | $18,600,593 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $3,737,551,775 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,062,187,103 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,630,964,911 | BOYAmt |
| EOY | $1,675,364,672 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $921,271,117 | BOYAmt |
| EOY | $707,465,336 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,734,530,554 | BOYAmt |
| EOY | $1,796,144,683 | 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 | $70,423,740 | BOYAmt |
| EOY | $74,497,730 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,136,352,234 | BOYAmt |
| EOY | $4,969,395,345 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $356,526,782 | BOYAmt |
| EOY | $374,544,486 | 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 | $24,735,015 | BOYAmt |
| EOY | $36,798,272 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $931,077,165 | BOYAmt |
| EOY | $893,962,292 | 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 | $181,692,159 | BOYAmt |
| EOY | $177,316,731 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,910,715 | BOYAmt |
| EOY | $6,107,143 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $503,489,186 | BOYAmt |
| EOY | $585,477,735 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,004,431,022 | BOYAmt |
| EOY | $2,074,206,659 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,957,611,795 | BOYAmt |
| EOY | $1,825,370,103 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $677,344,167 | BOYAmt |
| EOY | $557,277,760 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $496,965,250 | BOYAmt |
| EOY | $512,540,823 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,131,921,212 | BOYAmt |
| EOY | $2,895,188,686 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,136,352,234 | BOYAmt |
| EOY | $4,969,395,345 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$26,700,469 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$155,023,325 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$55,008,732 | 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 | $407,000,225 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $368,529,261 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $356,349,742 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $345,905,882 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $365,364,666 | CurrentTaxYearAmt |
| Total | $1,843,149,776 | 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 | $407,000,225 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $368,529,261 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $356,349,742 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $345,905,882 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $365,364,666 | CurrentTaxYearAmt |
| Total | $1,843,149,776 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $0 | SubstantialContributorsTotAmt |
| Public Support Total170 | $1,843,149,776 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $87,449,001 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $85,562,195 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $104,200,043 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $106,498,980 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $84,262,108 | CurrentTaxYearAmt |
| Total | $467,972,327 | 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 | $2,311,122,103 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $11,935,018,673 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.79751 | PublicSupportCY170Pct |
| Public Support PY170 | 0.78643 | 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 | false | VolunteersInd |
| Paid Staff Or Management | Yes (true) | PaidStaffOrManagementInd |
| Media Advertisements | false | MediaAdvertisementsInd |
| Mailings Members | Yes (true) | MailingsMembersInd |
| Mailings Members | $3,413 | MailingsMembersAmt |
| Publications Or Broadcast | false | PublicationsOrBroadcastInd |
| Grants Other Organizations | false | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (true) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $464,916 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | false | RalliesDemonstrationsInd |
| Other Activities | false | OtherActivitiesInd |
| Total Lobbying Expenditures | $468,329 | 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 ADVANCES ITS MISSIONS (EDUCATION, RESEARCH, HEALTH CARE AND COMMUNITY) WITH NATIONAL, STATE AND LOCAL ELECTED OFFICIALS, THEIR STAFF, OUR SURROUNDING COMMUNITY, AND WITH GOVERNMENT AGENCIES AT ALL LEVELS. THE UNIVERSITY ALSO INTERACTS WITH PEER INSTITUTIONS, HIGHER EDUCATION AND MEDICAL ASSOCIATIONS, SCIENTIFIC COALITIONS AND SOCIETIES, AND CONSULTANTS TO ADVANCE ITS INTERESTS THROUGH POLICY AND LEGISLATION. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 20 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $568,369 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $1,181,112 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $4,986,727 | 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 | $80,424 | RevenuesIncludedAmt |
| Assets Included | $35,994,459 | 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 |
| Agent Trustee Etc | false | AgentTrusteeEtcInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,922,892,466 | BeginningYearBalanceAmt |
| Contributions | $31,412,694 | ContributionsAmt |
| Investment Earnings Or Losses | -$61,083,382 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $16,617,676 | GrantsOrScholarshipsAmt |
| Other Expenditures | $78,876,959 | OtherExpendituresAmt |
| End Year Balance | $1,797,727,143 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,883,514,930 | BeginningYearBalanceAmt |
| Contributions | $45,895,617 | ContributionsAmt |
| Investment Earnings Or Losses | $83,377,311 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $14,971,593 | GrantsOrScholarshipsAmt |
| Other Expenditures | $74,923,799 | OtherExpendituresAmt |
| End Year Balance | $1,922,892,466 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,613,500,847 | BeginningYearBalanceAmt |
| Contributions | $55,721,494 | ContributionsAmt |
| Investment Earnings Or Losses | $301,335,737 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $13,729,609 | GrantsOrScholarshipsAmt |
| Other Expenditures | $73,313,539 | OtherExpendituresAmt |
| End Year Balance | $1,883,514,930 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,481,764,000 | BeginningYearBalanceAmt |
| Contributions | $40,254,764 | ContributionsAmt |
| Investment Earnings Or Losses | $175,395,638 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $12,199,562 | GrantsOrScholarshipsAmt |
| Other Expenditures | $71,713,993 | OtherExpendituresAmt |
| End Year Balance | $1,613,500,847 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,517,585,000 | BeginningYearBalanceAmt |
| Contributions | $23,399,000 | ContributionsAmt |
| Investment Earnings Or Losses | $22,662,000 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $12,604,000 | GrantsOrScholarshipsAmt |
| Other Expenditures | $69,278,000 | OtherExpendituresAmt |
| End Year Balance | $1,481,764,000 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.51226 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.48637 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00137 | 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 | $6,421,818 | OtherCostOrOtherBasisAmt |
| Book Value | $6,421,818 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,359,064,403 | OtherCostOrOtherBasisAmt |
| Depreciation | $997,320,149 | DepreciationAmt |
| Book Value | $1,361,744,254 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $41,387,055 | OtherCostOrOtherBasisAmt |
| Depreciation | $10,815,957 | DepreciationAmt |
| Book Value | $30,571,098 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $950,213,122 | OtherCostOrOtherBasisAmt |
| Depreciation | $873,083,801 | DepreciationAmt |
| Book Value | $77,129,321 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $380,465,377 | OtherCostOrOtherBasisAmt |
| Depreciation | $180,967,196 | DepreciationAmt |
| Book Value | $199,498,181 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,675,364,672 | TotalBookValueLandBuildingsAmt |
| Financial Derivatives | FinancialDerivativesGrp | |
| Closely Held Equity Interests | CloselyHeldEquityInterestsGrp |
Other Securities OtherSecuritiesGrp (4 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| OPERATING INVESTMENTS | $328,000,440 | F |
| CASH & CASH EQUIVALENTS | $386,676,423 | F |
| INTERESTS | $1,025,801,738 | F |
| OTHER INVESTMENTS | $55,666,082 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $1,796,144,683 | TotalBookValueSecuritiesAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)
| DescDesc | AmtAmt |
|---|---|
| THIRD PARTY SETTLEMENTS | $131,796,238 |
| RETIREMENT & POST-EMPLOYMENT | $401,088,275 |
| ASSET RETIREMENT OBLIGATION | $27,035,097 |
| FOR STUDENT LOANS | $16,458,585 |
| SPONSORED RESEARCH | $9,099,540 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $585,477,735 | TotalLiabilityAmt |
Supplemental Information Detail SupplementalInformationDetail (3 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 OUR 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 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 3 | 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 AN EQUAL OPPORTUNITY 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 DIVERSITY, READS AS FOLLOWS: "THE UNIVERSITY OF ROCHESTER VALUES DIVERSITY AND IS COMMITTED TO EQUAL OPPORTUNITY FOR PERSONS REGARDLESS OF AGE, COLOR, DISABILITY, ETHNICITY, GENDER IDENTITY OR EXPRESSION, GENETIC INFORMATION, MARITAL STATUS, MILITARY/VETERAN STATUS, NATIONAL ORIGIN, RACE, RELIGION/CREED, SEX, SEXUAL ORIENTATION OR ANY OTHER STATUS PROTECTED BY LAW. FURTHER, THE UNIVERSITY COMPLIES WITH ALL APPLICABLE NON-DISCRIMINATION LAWS IN THE ADMINISTRATION OF ITS POLICIES, ADMISSIONS, EMPLOYMENT, AND ACCESS TO AND TREATMENT IN UNIVERSITY PROGRAMS AND ACTIVITIES. QUESTIONS ON COMPLIANCE SHOULD BE DIRECTED TO THE PARTICULAR SCHOOL OR DEPARTMENT AND/OR TO THE UNIVERSITY'S INTERCESSOR, UNIVERSITY OF ROCHESTER, P.O. BOX 270040, ROCHESTER, NY 14627-0040. PHONE: (585) 275-7814. THE UNIVERSITY OF ROCHESTER ALSO POSTS A "STATEMENT OF EDUCATIONAL PHILOSOPHY" WHICH IS AMPLIFICATION OF THE NONDISCRIMINATION STATEMENT. SEE: HTTP://WWW.ROCHESTER.EDU/DIVERSITY/REPORTS/POLICIES-2/STATEMENT-OF-EDUCATI ONAL-PHILOSOPHY.HTML -------------------- |
| 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 (53 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| Antarctica | 0 | 11 | Program Services | CONDUCTED RESEARCH | $39,422 |
| Central America and the Caribbean | 0 | 1 | Fundraising | $750 | |
| Central America and the Caribbean | 0 | 8 | Program Services | CONDUCTED RESEARCH | $29,814 |
| Central America and the Caribbean | 0 | 8 | Program Services | PRESENTATION AT CONFER | $22,004 |
| Central America and the Caribbean | 0 | 11 | Program Services | STUDY ABROAD | $26,898 |
| Central America and the Caribbean | 0 | 10 | Program Services | TEACHING & RECRUITMENT | $11,773 |
| Central America and the Caribbean | Investments | $576,870,468 | |||
| East Asia and the Pacific | 0 | 20 | Fundraising | $59,842 | |
| East Asia and the Pacific | 0 | 1 | Program Services | CLINICAL TRIALS | $532 |
| East Asia and the Pacific | 0 | 56 | Program Services | CONDUCTED RESEARCH | $112,436 |
| East Asia and the Pacific | 0 | 138 | Program Services | PRESENTATION AT CONFER | $207,496 |
| East Asia and the Pacific | 0 | 16 | Program Services | STUDY ABROAD | $16,525 |
| East Asia and the Pacific | 0 | 60 | Program Services | TEACHING & RECRUITMENT | $85,171 |
| Europe (Including Iceland and Greenland) | 0 | 17 | Fundraising | $46,395 | |
| Europe (Including Iceland and Greenland) | 0 | 1 | Program Services | CLINICAL TRIALS | $567 |
| Europe (Including Iceland and Greenland) | 1 | 231 | Program Services | CONDUCTED RESEARCH | $668,046 |
| Europe (Including Iceland and Greenland) | 0 | 350 | Program Services | PRESENTATION AT CONFER | $560,929 |
| Europe (Including Iceland and Greenland) | 0 | 91 | Program Services | STUDY ABROAD | $142,343 |
| Europe (Including Iceland and Greenland) | 0 | 64 | Program Services | TEACHING & RECRUITMENT | $74,016 |
| Europe (Including Iceland and Greenland) | Investments | $3,460,054 | |||
| Middle East and North Africa | 0 | 5 | Program Services | CONDUCTED RESEARCH | $185,371 |
| Middle East and North Africa | 0 | 11 | Program Services | PRESENTATION AT CONFER | $27,944 |
| Middle East and North Africa | 0 | 1 | Program Services | STUDY ABROAD | $1,017 |
| Middle East and North Africa | 0 | 8 | Program Services | TEACHING & RECRUITMENT | $5,773 |
| North America | 0 | 5 | Fundraising | $19,546 | |
| North America | 0 | 1 | Program Services | CLINICAL TRIALS | $571 |
| North America | 0 | 51 | Program Services | CONDUCTED RESEARCH | $143,639 |
| North America | 0 | 207 | Program Services | PRESENTATION AT CONFER | $205,589 |
| North America | 0 | 5 | Program Services | STUDY ABROAD | $6,664 |
| North America | 0 | 20 | Program Services | TEACHING & RECRUITMENT | $38,225 |
| North America | Investments | $6,075,688 | |||
| Russia and the Newly Independent States | 0 | 4 | Program Services | CONDUCTED RESEARCH | $6,618 |
| Russia and the Newly Independent States | 0 | 5 | Program Services | PRESENTATION AT CONFER | $17,152 |
| Russia and the Newly Independent States | 0 | 6 | Program Services | STUDY ABROAD | $19,478 |
| Russia and the Newly Independent States | 0 | 2 | Program Services | TEACHING & RECRUITMENT | $630 |
| South America | 0 | 1 | Fundraising | $801 | |
| South America | 0 | 2 | Program Services | CLINICAL TRIALS | $3,443 |
| South America | 0 | 33 | Program Services | CONDUCTED RESEARCH | $30,861 |
| South America | 0 | 21 | Program Services | PRESENTATION AT CONFER | $25,994 |
| South America | 0 | 1 | Program Services | STUDY ABROAD | $697 |
| South America | 0 | 14 | Program Services | TEACHING & RECRUITMENT | $20,295 |
| South America | Investments | $25,125,394 | |||
| South Asia | 0 | 10 | Fundraising | $35,496 | |
| South Asia | 0 | 6 | Program Services | CONDUCTED RESEARCH | $7,273 |
| South Asia | 0 | 9 | Program Services | PRESENTATION AT CONFER | $13,446 |
| South Asia | 0 | 3 | Program Services | STUDY ABROAD | $5,833 |
| South Asia | 0 | 12 | Program Services | TEACHING & RECRUITMENT | $19,742 |
| Sub-Saharan Africa | 0 | 1 | Program Services | CLINICAL TRIALS | $2,270 |
| Sub-Saharan Africa | 0 | 47 | Program Services | CONDUCTED RESEARCH | $224,866 |
| Sub-Saharan Africa | 0 | 8 | Program Services | PRESENTATION AT CONFER | $15,020 |
| Sub-Saharan Africa | 0 | 7 | Program Services | STUDY ABROAD | $20,681 |
| Sub-Saharan Africa | 0 | 4 | Program Services | TEACHING & RECRUITMENT | $439 |
| Sub-Saharan Africa | 0 | Investments | $19,768,031 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 1 | SubtotalOfficesCnt |
| Subtotal Employees | 939 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 665 | ContinutationTotalEmployeeCnt |
| Total Office | 1 | TotalOfficeCnt |
| Total Employee | 1604 | TotalEmployeeCnt |
| Subtotal Spent | $578,759,068 | SubtotalSpentAmt |
| Continuation Spent | $55,750,900 | ContinuationSpentAmt |
| Total Spent | $634,509,968 | 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 | false | 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 | 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 | 52404 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | PHONE SOLICITAT'N | ActivityTxt |
| Fundraiser Control Of Funds | false | FundraiserControlOfFundsInd |
| Gross Receipts | $561,417 | GrossReceiptsAmt |
| Retained By Contractor | $430,658 | RetainedByContractorAmt |
| Net To Organization | $130,759 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $561,417 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $430,658 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $130,759 | TotalNetToOrganizationAmt |
| Licensed States | NY | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GCHAS GALA | Event1Nm |
| Gross Receipts Event1 | $947,728 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $470,637 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $477,091 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $0 | CashPrizesEvent1Amt |
| Non Cash Prizes Event1 | $0 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $3,750 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $139,000 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $57,000 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $90,733 | OtherDirectExpensesEvent1Amt |
| Event2 | WINE AUCTION | Event2Nm |
| Gross Receipts Event2 | $1,294,510 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $1,193,474 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $101,036 | GrossRevenueEvent2Amt |
| Cash Prizes Event2 | $0 | CashPrizesEvent2Amt |
| Non Cash Prizes Event2 | $0 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $0 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $0 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $0 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $210,000 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 12 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $2,887,747 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $1,862,891 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $1,024,856 | GrossRevenueOtherEventsAmt |
| Cash Prizes Other Events | $0 | CashPrizesOtherEventsAmt |
| Non Cash Prizes Other Events | $71,687 | NonCashPrizesOtherEventsAmt |
| Rent Fclty Costs Other Events | $221,289 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $238,411 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $45,571 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $371,656 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $5,129,985 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $3,527,002 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $1,602,983 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $0 | CashPrizesTotalEventsAmt |
| Non Cash Prizes Total Events | $71,687 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $225,039 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $377,411 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $102,571 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $672,389 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $1,449,097 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $153,886 | NetIncomeSummaryAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE G, PART I, LINE 2(B), COLUMN (IV) | FormAndLineReferenceDesc |
| Explanation | Gross receipts reported in Part I, Line 2b column (iv) represent phone donations only received pursuant to Ruffalo Noel Levitzs solicitation efforts. 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 Universitys 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 | $18,801,933 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $10,368,306 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $8,433,627 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00260 | TotalExpensePct |
Unreimbursed Medicaid UnreimbursedMedicaidGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $411,916,487 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $316,839,800 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $95,076,687 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.02940 | TotalExpensePct |
Unreimbursed Costs UnreimbursedCostsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $1,939,686 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $1,186,597 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $753,089 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00020 | TotalExpensePct |
Total Financial Assistance Typ TotalFinancialAssistanceTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $432,658,106 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $328,394,703 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $104,263,403 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.03220 | TotalExpensePct |
Community Health Services CommunityHealthServicesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $1,828,459 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $302,704 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $1,525,755 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00040 | TotalExpensePct |
Health Professions Education HealthProfessionsEducationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $113,234,306 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $12,048,141 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $101,186,166 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.03120 | TotalExpensePct |
Subsidized Health Services SubsidizedHealthServicesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $136,556,227 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $108,914,390 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $27,641,837 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00860 | TotalExpensePct |
Research ResearchGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $304,463,379 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $304,463,379 | 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 | $484,129 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $484,129 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00020 | TotalExpensePct |
Total Other Benefits TotalOtherBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $556,566,500 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $425,728,614 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $130,837,887 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.04040 | TotalExpensePct |
Total Community Benefits TotalCommunityBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $989,224,606 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $754,123,317 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $235,101,290 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.07260 | TotalExpensePct |
Community Support CommunitySupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $13,968 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $13,968 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00000 | TotalExpensePct |
Leadership Development LeadershipDevelopmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $194,955 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $194,955 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00010 | TotalExpensePct |
Coalition Building CoalitionBuildingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $3,719 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $3,719 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00000 | TotalExpensePct |
Health Improvement Advocacy HealthImprovementAdvocacyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $9,222 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $9,222 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00000 | TotalExpensePct |
Workforce Development WorkforceDevelopmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $17,938 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $17,938 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00000 | TotalExpensePct |
Other Communtity Building Acty OtherCommuntityBuildingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $1,391 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $1,394 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00000 | TotalExpensePct |
Total Communtity Building Acty TotalCommuntityBuildingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $241,193 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $241,196 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00010 | TotalExpensePct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bad Debt Expense Reported | false | BadDebtExpenseReportedInd |
| Bad Debt Expense | $18,391,808 | BadDebtExpenseAmt |
| Bad Debt Expense Attributable | $312,687 | BadDebtExpenseAttributableAmt |
| Reimbursed By Medicare | $224,236,916 | ReimbursedByMedicareAmt |
| Cost Of Care Reimbursed By Medcr | $250,573,419 | CostOfCareReimbursedByMedcrAmt |
| Medicare Surplus Or Shortfall | -$26,336,503 | 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 MAINTENANC | 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 |
| Information Gaps | Yes (X) | InformationGapsInd |
| CHNA Conducted | 15 | 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 |
| Paper Copy Public Inspection | Yes (X) | PaperCopyPublicInspectionInd |
| Rpt Available Thru Other Method | Yes (X) | RptAvailableThruOtherMethodInd |
| Implementation Strategy Adopt | Yes (true) | ImplementationStrategyAdoptInd |
| Implementation Strategy Adpt | 15 | 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 |
| 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 |
| Provided Hospital Contact | Yes (X) | ProvidedHospitalContactInd |
| Provided Nonprofit Contact | Yes (X) | ProvidedNonprofitContactInd |
| 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 |
| FAP Notice Displayed | Yes (X) | FAPNoticeDisplayedInd |
| Communtity Notified FAP | Yes (X) | CommuntityNotifiedFAPInd |
| FAP Actions On Nonpayment | Yes (true) | FAPActionsOnNonpaymentInd |
| Permit No Actions | Yes (X) | PermitNoActionsInd |
| Collection Activities | false | CollectionActivitiesInd |
| FAP Notified Upon Admission | Yes (X) | FAPNotifiedUponAdmissionInd |
| FAP Notified Before Discharge | Yes (X) | FAPNotifiedBeforeDischargeInd |
| FAP Notified All Patients | Yes (X) | FAPNotifiedAllPatientsInd |
| Documented Elig Determination | Yes (X) | DocumentedEligDeterminationInd |
| Other Actions Taken | Yes (X) | OtherActionsTakenInd |
| Nondis Emergency Care Policy | Yes (true) | NondisEmergencyCarePolicyInd |
| Medicare Rates | Yes (X) | MedicareRatesInd |
| 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 | COMMUNITY INPUT IS AN ONGOING PROCESS IN MONROE COUNTY AND COLLABORATION AMONG THE HOSPITALS AND THE COMMUNITY IS VITAL TO INFORM OUR AGENDA. EACH OF THE HOSPITAL SYSTEMS INCLUDED IN THE CHNA: UNIVERSITY OF ROCHESTER STRONG MEMORIAL HOSPITAL, HIGHLAND HOSPITAL, AND ROCHESTER REGIONAL HEALTH (INCLUDING ROCHESTER GENERAL HOSPITAL AND UNITY HOSPITAL) TOOK INTO ACCOUNT INPUT FROM PERSONS WHO REPRESENT THE COMMUNITY. THE MONROE COUNTY DEPARTMENT OF PUBLIC HEALTH WAS REPRESENTED AT EACH COMMUNITY BENEFITS 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 ADULT HEALTH SURVEY AND ARE EXPERTS IN EFFECTIVE PUBLIC HEALTH ASSESSMENT AND INTERVENTION. THERESA GREEN, DIRECTOR OF COMMUNITY HEALTH POLICY AND SHANNON KLYMOCHKO, HEALTH POLICY COORDINATOR, BOTH FOR THE URMC CENTER FOR COMMUNITY HEALTH, PROVIDED EXPERT ADVICE ON COMMUNITY ENGAGEMENT AND EVIDENCE BASED INTERVENTIONS. IN ADDITION, FINGER LAKES HEALTH SYSTEM AGENCY, WHO REPRESENTS THE COMMUNITY VOICE AND WHO MANAGES BOTH THE AFRICAN AMERICAN HEALTH COALITION AND THE LATINO HEALTH COALITION AND THE BLOOD PRESSURE COLLABORATIVE FOR MONROE COUNTY, WAS REPRESENTED AT EACH MEETING BY EITHER WADE NORWOOD, DIRECTOR OF COMMUNITY ENGAGEMENT OR AL BRADLEY, SENIOR MANAGER. MONROE COUNTY ASSESSES THE HEALTH NEEDS OF THE COMMUNITY THROUGH "HEALTHACTION," A ROBUST COMMUNITY-WIDE PROCESS ESTABLISHED IN 1995 THAT IS LED BY THE MONROE COUNTY DEPARTMENT OF PUBLIC HEALTH (MCDPH). HEALTH ASSESSMENTS BY LIFECYCLE GROUPS, IN THE FORM OF REPORT CARDS, ARE DEVELOPED BY MCDPH UNDER THE DIRECTION OF REPORT CARD ADVISORY COMMITTEES. A SERIES OF HEALTH FORUMS ARE HELD TO PRESENT THE DATA REPORT CARDS AND GET INPUT ON PRIORITY HEALTH GOALS. THESE FORUMS ARE SET UP BY REPORT CARD COMMITTEE MEMBERS. TO ENSURE DIVERSE INPUT, FORUMS ARE HELD THROUGHOUT THE COMMUNITY AND PARTICIPANTS INCLUDE REPRESENTATIVES FROM HEALTH CARE ORGANIZATIONS, COMMUNITY-BASED ORGANIZATIONS, RESIDENTS, PARENTS AND ADOLESCENTS. BASED ON THE INPUT RECEIVED DURING THESE FORUMS, PRIORITY HEALTH GOALS ARE SELECTED. THIS HIGH LEVEL COLLABORATION AMONG COMMUNITY MEMBERS, PUBLIC HEALTH PROVIDERS AND HOSPITAL SYSTEMS, ALONG WITH THE ROBUST HEALTH ACTION PROCESS OF COMMUNITY INPUT GATHERING, PROVIDES A TRULY COMMUNITY BASED HEALTH NEEDS ASSESSMENT AND IMPROVEMENT PLAN. ASSESSMENT OF THE COMMUNITY CONTINUES IN AN INFORMAL MANNER AS THE COMMUNITY HEALTH IMPROVEMENT WORKGROUP MET MONTHLY THROUGHOUT FY2016 TO DISCUSS ONGOING AND EMERGING NEEDS. -------------------- |
| PART V, SECTION B, LINE 6a- JOINT CHNA | THE CHNA WAS CONDUCTED WITH SEVERAL OTHER HOSPITAL FACILITIES. AN ASSESSMENT OF MONROE COUNTY WAS CONDUCTED JOINTLY BY THE UNIVERSITY OF ROCHESTER STRONG MEMORIAL HOSPITAL, HIGHLAND HOSPITAL, AND ROCHESTER REGIONAL HEALTH (INCLUDING ROCHESTER GENERAL HOSPITAL AND UNITY HOSPITAL). -------------------- |
| PART V, SECTION B, LINE 6b - CHNA CONDUCTED WITH NON-HOSPITAL FACILITIES | THE CHNA WAS CONDUCTED WITH SEVERAL OTHER ORGANIZATIONS BESIDES THE HOSPITAL FACILITIES. THE FINGER LAKES HEALTH SYSTEM AGENCY (FLHSA) WAS PRESENT AND MOST MEETINGS AND WAS INSTRUMENTAL IN DEVELOPING THE CHNA. THE MONROE COUNTY DEPARTMENT OF PUBLIC HEALTH WAS VERY ENGAGED IN THE CHNA PROCESS AS WELL. -------------------- |
| PART V, SECTION B, LINE 7A&D,10 - CHNA & IMP PLAN PUBLIC AVAILABILITY | THE CHNA REPORT AND IMPLEMENTATION PLAN ARE MADE WIDELY AVAILABLE TO THE PUBLIC. A COPY OF THE ORGANIZATION'S CHNA AND IMPLEMENTATION/IMPROVEMENT PLAN CAN BE FOUND AT: HTTP://WWW.URMC.ROCHESTER.EDU/COMMUNITY-ENGAGEMENT/ 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. -------------------- |
| PART V, SECTION B, LINE 11 - ADDRESSING THE NEEDS IDENTIFIED IN THE CHNA | FROM THE VARIOUS SETS OF DATA, FROM THE MULTIPLE COMMUNITY FORUMS, FROM THE CURRENT INITIATIVES ACTIVE AND NEW IN ROCHESTER, A LIST OF HEALTH NEEDS WAS ESTABLISHED. SOME OF THE PRIMARY NEEDS INCLUDE: - DECREASE CIGARETTE SMOKING AMONG ADULTS - DECREASE ADULT OBESITY - INCREASE HYPERTENSIVES WHO HAVE THEIR BLOOD PRESSURE IN CONTROL - DECREASE UNINTENDED PREGNANCY RATES - DECREASE STDS/STIS, ESPECIALLY CHLAMYDIA AND GONORRHEA RATES - IMPROVE MENTAL HEALTH AMONG ADULTS AND ADOLESCENTS THE COMMUNITY HEALTH IMPROVEMENT WORKGROUP CHOSE TO PRIORITIZE "PREVENTING CHRONIC DISEASE", WHICH CLEARLY INCLUDES THE TOP THREE BULLET POINTS. DUE TO LIMITED RESOURCES AND TO AVOID "MISSION CREEP" THE HOSPITAL SYSTEMS CHOSE NOT TO ADDRESS RISKY SEXUAL BEHAVIORS AND MENTAL HEALTH PROMOTION IN THE IMPROVEMENT PLAN. REGARDING ISSUES OF RISKY SEXUAL BEHAVIOR: ALTHOUGH THE MEASURES OF SUCCESS INDICATE THAT MONROE COUNTY IS 'WORSE THAN' THE STATE AND HAS NOT REACHED THE GOALS SET IN THE NY STATE PREVENTION AGENDA, HOSPITAL LEADERS FELT THAT ALTHOUGH THIS ISSUE CERTAINLY AFFECTS THE MEMBERS IN THE HOSPITALS TARGET AREAS, THIS IS NOT A TOP PRIORITY FOR USE OF THE HOSPITALS RESOURCES. HOSPITAL LEADERS FELT THEY WERE NOT THE BEST ENTITY TO ADDRESS THIS PROBLEM. IN ADDITION, THERE ARE COMMUNITY ORGANIZATIONS WHO HAVE THIS GOAL AS THEIR MISSION, AND SEVERAL INITIATIVES THAT HAVE JUST STARTED IN MONROE COUNTY THAT COULD BE QUITE IMPACTFUL. REGARDING ISSUES OF MENTAL HEALTH: ALTHOUGH MENTAL HEALTH IS ALWAYS A CONCERN AMONG THE COMMUNITY, THE COMMUNITY HEALTH IMPROVEMENT WORKGROUP FELT THAT THE DEGREE OF THE PROBLEM WAS NOT AS SEVERE AS SOME OTHER HEALTH ISSUES. ALTHOUGH MONROE COUNTY IS WORSE THAN THE STATE FOR PREVENTION AGENDA INDICATORS, THIS DIFFERENCE IS NOT SIGNIFICANT, SO MONROE COUNTY IS SOMEWHAT IN LINE WITH GOALS AND THE REST OF THE STATE. IN ADDITION, THE HOSPITALS FELT THAT THE LEVEL OF ACTIVITY BEING CONDUCTED BY MANY AGENCIES IN OUR COMMUNITY WAS STRONG. THE TEAM WAS ALSO NOT CONFIDENT IN THE LIKELIHOOD OF SUCCESS IF THE HOSPITALS CONCENTRATED ON ADDRESSING MENTAL HEALTH. THERE ARE OTHER ORGANIZATIONS MORE EQUIPPED, AND ALTHOUGH CERTAIN PARTS OF THE HOSPITALS ADDRESS MENTAL HEALTH TREATMENT, PREVENTING MENTAL HEALTH FROM THE HOSPITAL PERSPECTIVE WAS DIFFICULT TO ANTICIPATE. THE HOSPITAL IS ADDRESSING THE SIGNIFICANT NEEDS IDENTIFIED IN ITS 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 (HTTP://WWW.URMC.ROCHESTER.EDU/COMMUNITY-ENGAGEMENT/). IMPLEMENTATION EFFORTS CONTINUE AROUND REDUCING OBESITY IN ADULTS AND SINCE UNIVERSITY OF ROCHESTER IS THE LARGEST EMPLOYER IN THE COUNTY, OBESITY EFFORTS CENTER AROUND WORKSITE WELLNESS. IN FY2015, THE UNIVERSITY OF ROCHESTER HAS LAUNCHED A VARIETY OF NEW PROGRAMS THAT HAVE IMPACTED THEIR WELLNESS PROGRAM DRAMATICALLY. ADDITIONAL EFFORTS HAVE BEEN PLACED ON IMPROVING ENGAGEMENT OF EXISTING PROGRAMS; HOWEVER SEVERAL NEWLY ADDED PROGRAMS ARE BEING IMPLEMENTED. THESE INCLUDE: NEW LIFESTYLE MANAGEMENT PROGRAMS (PHYSICALLY ACTIVE YOU AND BASICS FOR BUILDING A HEALTHY LIFESTYLE), YMCA PARTNERSHIPS FOR EMPLOYEES AND, AS AN INSTITUTION, FITNESS CLASSES THAT INCORPORATE THE SURROUNDING ENVIRONMENT AND A FARMERS MARKET EXPANSION WITHIN THE MEDICAL CENTER. TO ADDRESS SMOKING CESSATION, UNIVERSITY OF ROCHESTER STRONG MEMORIAL AND HIGHLAND HOSPITALS ARE WORKING TO ADOPT AN OPT-TO-QUIT POLICY WHERE IDENTIFIED SMOKERS WILL BE AUTOMATICALLY REFERRED TO THE NY STATE QUIT LINE. EMR CHANGES ARE IN PROCESS AND THE POLICY HAS BEEN IMPLEMENTED AT STRONG AND WRITTEN AT HIGHLAND. IN ORDER TO FACILITATE IMPLEMENTATION, THE CENTER FOR COMMUNITY HEALTH APPLIED FOR AND WAS AWARDED A GRANT FROM THE NEW YORK STATE HEALTH FOUNDATION TO ADVANCE THE PREVENTION AGENDA. FUNDS WERE USED TO REMOVE BARRIERS AT EACH OF THE HOSPITALS AROUND IMPLEMENTATION. ADDITIONAL FUNDS FROM THIS GRANT WERE USED TO HOST A SMOKING CESSATION SYNERGY MEETING. THE GOAL OF THIS MEETING WAS TO BRING A VARIETY OF PROFESSIONALS TOGETHER TO JOIN IN A ROBUST AND ACTION-ORIENTED CONVERSATION ABOUT THE IMPORTANCE OF THE OPT-TO-QUIT PROGRAM AND THE LOGISTICAL STEPS OF EMR AND POLICY CHANGES NEEDED IN OUR HOSPITALS AND FQHCS TO MAKE THE ELECTRONIC TRANSFERAL OF PATIENT INFORMATION TO THE NYS QUITLINE A REALITY. THIS EVENT WAS WIDELY SUCCESSFUL IN BRIDGING THE GAP BETWEEN ORGANIZATIONS AND SYSTEMS AND HAS HELPED TO PUSH THE AGENDA OF THIS INITIATIVE FORWARD. WE HAD 35 ATTENDEES, MAJORITY OF WHICH WERE EMR SPECIALISTS AND PROGRAM COORDINATORS BUT THERE WAS ALSO PHYSICIANS, REGISTERED NURSES, COUNSELORS, EDUCATORS, NURSE PRACTITIONERS, ADMINISTRATORS, QUALITY IMPROVEMENT SPECIALISTS, PHYSICIANS ASSISTANTS, AND PUBLIC HEALTH PROFESSIONALS IN ATTENDANCE. TO ADDRESS BLOOD PRESSURE CONTROL, UR CONTINUES TO BE AN ACTIVE MEMBER OF THE ROCHESTER BUSINESS ALLIANCE (CHAMBER OF COMMERCE) ROCHESTER CHAMBER HEALTH CARE PLANNING TEAM THAT MEETS WEEKLY AND IS FOCUSING ON HYPERTENSION. UR HAS MANAGED A COMMUNITY HEALTH WORKER PROGRAM THAT CONCENTRATES ON BLOOD PRESSURE CONTROL, CONTRIBUTES TO A REGIONAL REGISTRY OF HYPERTENSIVE PATIENTS, HELPS FUND IMPROVEMENT INITIATIVES, AND PARTICIPATES IN THE PRACTICE IMPROVEMENT CONSULTANT PROGRAM TO INCREASE CONTROL RATES. -------------------- |
| 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 URL | HTTPS://WWW.URMC.ROCHESTER.EDU/STRONG-MEMORIAL/PATIENTS-FAMILIES/BILLING-I NSURANCE/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 | 8 | FacilityNum |
Oth Hlth Care Fclts Not Hospital OthHlthCareFcltsNotHospitalGrp
Oth Hlth Care Fclts OthHlthCareFcltsGrp (8 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 |
| EASTMEN DENTAL DOWNTOWN CLINIC | ||||
| 228 E MAIN STREET | ROCHESTER | NY | 14604 | OUTPATIENT DENTAL CLINIC |
| ENRICO FERMI DENTAL CLINIC AT SCHOOL #17 | ||||
| 158 ORCHARD STREET | ROCHESTER | NY | 14611 | OUTPATIENT DENTAL CLINIC |
| EDC SMILEMOBILE VANS | ||||
| 625 ELMWOOD AVENUE | ROCHESTER | NY | 14620 | OUTPATIENT DENTAL CLINIC |
| EDC HIGHLAND HOSPITAL CLINIC | ||||
| 990 SOUTH AVENUE SUITE 020 | ROCHESTER | NY | 14620 | OUTPATIENT DENTAL CLINIC |
| EDC-MONROE COMMUNITY HEALTH CLINIC | ||||
| 435 EAST HENRIETTA ROAD | ROCHESTER | NY | 14620 | OUTPATIENT DENTAL CLINIC |
| EDC-HILLSIDE CHILDRENS CENTER CLINIC | ||||
| 1183 MONROE AVENUE | ROCHESTER | NY | 14620 | OUTPATIENT DENTAL CLINIC |
Supplemental Information Detail SupplementalInformationDetail (12 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 7g- SUBSIDIZED HEALTH SERVICES | COSTS ATTRIBUTABLE TO A PHYSICIAN CLINIC WERE INCLUDED ON PART I, LINE 7g, SUBSIDIZED HEALTH SERVICES, AND INCLUDED TOTAL COMMUNITY BENEFIT EXPENSE OF $58,181,736; DIRECT OFFSETTING REVENUE OF $43,340,501; NET COMMUNITY BENEFIT EXPENSE OF $14,841,235. -------------------- |
| PART I, LINE 7, COLUMN (F)- BAD DEBT EXPENSE AND DIRECT OFFSETTING REVENUE | THE AMOUNT OF BAD DEBT EXPENSE INCLUDED ON FORM 990 PART IX, LINE 25 COLUMN (A) BUT SUBTRACTED FOR PURPOSES OF CALCULATING THE PERCENTAGE REPORTED ON LINE 7, COLUMN(f) WAS $18,391,808. -------------------- |
| PART I, LINE 7- COSTING METHODOLOGY USED | THE COSTING METHODOLOGY USED IN CALCULATING THE AMOUNTS REPORTED ON THE LINE 7 TABLE ARE BASED ON A COST ACCOUNTING SYSTEM. -------------------- |
| PART II- DETAIL OF COMMUNITY BUILDING ACTIVITIES | THE UNIVERSITY OF ROCHESTER IS VERY ENGAGED IN COMMUNITY BUILDING. PROGRAMS REPORTED IN PART II PROMOTE THE HEALTH OF THE COMMUNITY IN MANY WAYS. A FEW EXEMPLARY EXAMPLES OF COMMUNITY BUILDING ACTIVITIES ARE INCLUDED BELOW: COMMUNITY SUPPORT: - JUVENILE FIRE INTERVENTION PROGRAM PROVIDES REQUIRED EDUCATION AND PREVENTION STRATEGIES TO JUVENILES ON PROBATION WITHIN MONROE COUNTY FOR FIRE SETTING BEHAVIORS. - OUTREACH VISITS TO OD OFFICES - MEET WITH PROVIDERS IN THE COMMUNITY. NETWORK TO GAIN EXPOSURE FOR FEI FOR OTHER PROVIDERS TO USE AS A RESOURCE IN OPTHALMOLOGY - PROSTATE CANCER SUPPORT GROUP - PROSTATE TALK TO EDUCATE COMMUNITY ON HOW NUTRITION INTERSECTS WITH PROSTATE CANCER - PROJECT EXILE ADVISORY GROUP, BOARD MEMBER - PROJECT EXILE IS A JOINT INITIATIVE BETWEEN FEDERAL AND LOCAL LAW ENFORCEMENT TO TARGET VIOLENT OFFENDERS, REMOVE ILLEGAL GUNS AND DEVELOP WORKABLE ANTI-CRIME AND ANTI-VIOLENCE TACTICS FOR OUR COMMUNITY. THE GROUP MEETS MONTHLY TO DECREASE VIOLENCE IN OUR COMMUNITY, - PROJECT T.I.P.S.- THE PROGRAM, WHICH STANDS FOR TRUST, INFORMATION, PROGRAMS, AND SERVICES, REACHES OUT TO PEOPLE IN THE COMMUNITY TO HELP IMPROVE QUALITY OF LIFE IN THEIR NEIGHBORHOOD. VOLUNTEERS, ACCOMPANIED BY POLICE OFFICERS AND FIREMEN, GO DOOR TO DOOR IN HIGH CRIME NEIGHBORHOODS IN AN EFFORT TO FOSTER AN ATMOSPHERE OF COMMUNICATION AND BUILD STRONGER COMMUNITY TIES. VOLUNTEERS COLLECT RESPONSES AND VOLUNTARY CONTACT INFORMATION FROM THE NEIGHBORHOOD RESIDENCE TO SUBMIT TO THE MAYOR'S OFFICE FOR REVIEW. OCCURS 4X PER YEAR - WARRIOR WALK SURVIVORSHIP CELEBRATION - COMMUNITY EDUCATIONAL EVENT THAT PROVIDES INFORMATION AND CELEBRATION FOR CANCER SURVIVORS - YOUNG ADULT SURVIVORS - TO PROVIDE A SAFE VENUE FOR YOUNG SURVIVORS TO SHARE EXPERIENCES, WHILE BUILDING CONFIDENCE AND CONNECTIONS TO YOUNG ADULT CANCER SURVIVORS CONNECTED TO RESOURCES THAT WILL HELP TO MOVE THEM FORWARD. LEADERSHIP DEVELOPMENT AND TRAINING FOR COMMUNITY MEMBERS: - ADVANCED BURN LIFE SUPPORT - PROVIDER CERTIFICATION FOR PRE-HOSPITAL PERSONNEL, NURSES, ADVANCED PRACTICE PROVIDERS AND PHYSICIANS; EDUCATION ON MANAGEMENT AND INITIAL CARE OF BURN INJURIES. - AFRICAN AMERICAN HEALTH COALITION - PROVIDE KNOWLEDGE AND EXPERTISE AS IT RELATES TO DENTISTRY. HELP ADVISE THE GROUP ON OUTREACH EFFORTS TO IMPROVE ORAL HEALTH. SERVE AS A CONDUIT BETWEEN WILMOT CANCER CENTER AND COMMUNITY AS IT RELATES TO ADDRESSING HEALTH DISPARITIES, COMMUNITY INFORMATION. IMPROVED ORAL HEALTH OF THE AFRICAN AMERICAN COMMUNITY. INFORMED COMMUNITY AS IT RELATES TO CANCERS AND SERVICES AND RESOURCES THAT ARE AVAILABLE. - LIVING IN WHOLENESS OF MIND, BODY AND SPIRIT - PROVIDE TOOLS FOR FAITH BASED COMMUNITY MEMBERS ON HEALTH LITERACY. HOW IT IMPACTS LONGEVITY OF LIFE AND HOW TO BE YOUR OWN HEALTH ADVOCATE. CREATE AWARENESS AS TO HOW TO COMMUNICATE WITH YOUR PHYSICIAN AND HOW TO MANAGE YOUR HEALTH CARE IN PARTNERSHIP WITH YOUR MEDICAL TEAM. COALITION BUILDING: - REGIONAL TRAUMA AND ACUTE CARE MEETING THE REGIONAL TRAUMA ADVISORY COMMITTEE FOR THE AMERICAN COLLEGE OF SURGEONS OCCURS QUARTERLY AND IS SUPPORTED BY THE SURGERY DEPARTMENT. OVER 200 PARTNERS ARE SERVED. - ROCHESTER YOUTH VIOLENCE PARTNERSHIP - THE ROCHESTER YOUTH VIOLENCE PARTNERSHIP IS A GROUP BASED AT THE TRAUMA CENTER THAT INCLUDES PROMINENT MEMBERS FROM LOCAL AND COUNTY GOVERNMENT, LOCAL LAW ENFORCEMENT AND COMMUNITY REPRESENTATIVES DEDICATED TO REDUCING VIOLENCE IN OUR YOUNG PEOPLE. YOUTHS WHO HAVE BEEN VICTIMS OF PENETRATING TRAUMA ARE KNOWN TO BE AT SIGNIFICANT RISK OF SUBSEQUENT DEATH DUE TO VIOLENCE. THIS GROUP WORKS WITH YOUTHS UNDER THE AGE OF 18 WHO HAVE BEEN SHOT OR STABBED TO ADDRESS THE IDENTIFIED RISK FACTORS TO PREVENT FURTHER INJURY. OCCURS MONTHLY ASSISTS INDIVIDUALS UNDER 18 WHO HAVE BEEN IDENTIFIED WITH RISK FACTORS TO PREVENT FURTHER INJURY. ADVOCACY: - STRATEGIES FOR ETHNIC MINORITY RECRUITMENT AND RETENTION IN CLINICAL RESEARCH - EVALUATE SUCCESSFUL MODELS FOR ETHNIC MINORITY RECRUITMENT AND RETENTION FOR RESEARCH DESIGN AND DISCUSS STRATEGIC PLAN FOR EFFECTIVE RECRUITMENT AND RETENTION OF ETHNIC MINORITY PARTICIPANTS. PROVIDE STRATEGIES FOR RESEARCHERS ON HOW TO BE CULTURALLY SENSITIVE WHEN TRYING TO RECRUIT MINORITIES FOR RESEARCH. TO INFORM AND EDUCATE STUDENTS AND STAFF ON THE IMPORTANCE OF DIVERSITY IN RESEARCH. TRUTH AND CONSEQUENCE IS CREATED FOR TEEN DRIVER PROGRAM THAT TRAVELS TO LOCAL HIGH SCHOOLS TO ENGAGE TEEN DRIVER IN DISCUSSION AND PREVENTION OF RISKY DRIVING BEHAVIORS THAT CONTRIBUTE TO THE FACT THAT MOTOR VEHICLE CRASHES REMAIN THE LEADING CAUSE OF DEATH IN THIS AGE GROUP. - UR WELL STREET MEDICINE - UR WELL STREET MEDICINE IS A PROGRAM WHOSE MISSION IS TO ENSURE ACCESS TO QUALITY MEDICAL CARE FOR ROCHESTER'S UNSHELTERED HOMELESS POPULATION, OPERATING UNDER THE PRINCIPLE THAT HEALTH CARE IS A BASIC HUMAN RIGHT. WE SEEK TO BRIDGE GAPS BETWEEN THE HOMELESS AND MEDICAL COMMUNITIES THROUGH DIRECT STREET OUTREACH AND ENGAGEMENT WITH HOMELESS PEOPLE WHERE THEY LIVE, BUILDING RELATIONSHIPS AND TRUST, AND OFFERING COMPANIONSHIP AND RESPECT. GOALS AND OBJECTIVES: 1. IMPROVE ACCESS TO QUALITY HEALTH CARE BY PROVIDING DIRECT, CONTINUOUS MEDICAL CARE ON THE STREETS, WITH THE GOAL OF LINKING THEM WITH A PRIMARY MEDICAL HOME. 2. ADDRESS THE UNIQUE PROBLEMS OF THE HOMELESS THROUGH A PSYCHOSOCIAL MODEL OF CARE. 3. PROMOTE HEALTH LITERACY, HEALTHIER LIFESTYLES, AND GENERAL WELL-BEING. 4. BREAK DOWN STIGMAS AND CONFRONT STEREOTYPES UR WELL STREET MEDICINE PROVIDED CARE AND ASSISTANCE TO OVER 80 HOMELESS PEOPLE IN THE CITY OF ROCHESTER. MEDICAL STUDENTS, ACROSS THE FOUR CLASSES AND UNDER THE GUIDANCE AND PRECEPTORSHIP OF LICENSED ATTENDING PHYSICIANS, PROVIDE CARE TO THE HOMELESS IN ROCHESTER, NEW YORK. WORKFORCE DEVELOPMENT: - ADVANCED TRAUMA CLASS FOR NURSES (ATCN) - THE CONTENT AND SKILLS PRESENTED IN THIS COURSE ARE DESIGNED TO ASSIST NURSES IN PROVIDING EMERGENCY CARE FOR TRAUMA PATIENTS. THE COURSE PROVIDES THE ESSENTIAL INFORMATION AND SKILLS FOR NURSES TO IDENTIFY AND TREAT LIFE-THREATENING AND POTENTIALLY LIFE-THREATENING INJURIES UNDER THE EXTREME PRESSURES ASSOCIATED WITH THE CARE OF THESE PATIENTS IN THE FAST-PACED ENVIRONMENT AND ANXIETY OF A TRAUMA ROOM. ONGOING--QUARTERLY. BOARD OF DIRECTORS, MERCY FLIGHT CENTRAL - DR. GESTRING - BOARD MEMBER OF MERCY FLIGHT CENTRAL, AS WELL AS MEDICAL CONTROL, DR. FOR THE ORGANIZATION. UR SUPPORTS MANY COMMUNITY COALITIONS THROUGH MEETING ATTENDANCE AND RESOURCE ALLOCATION. THESE COALITIONS INCLUDE THE AFRICAN AMERICAN AND LATINO HEALTH COALITIONS WHICH ARE GROUPS OF INDIVIDUALS AND ORGANIZATIONS CONVENED BY THE FINGER LAKES HEALTH SYSTEMS AGENCY, WHO WORK TOGETHER TO BUILD A COORDINATED COMMUNITY RESPONSE TO ELIMINATE AFRICAN AMERICAN AND LATINO HEALTH DISPARITIES. THE CENTER FOR COMMUNITY HEALTH LINKS UR TO COMMUNITY MEMBERS AND FACILITATES COMMUNITY ENGAGEMENT, DEVELOPING LEADERS AMONG COMMUNITY MEMBERS AND SUPPORTING COALITIONS AND COMMUNITY IMPROVEMENT. THE CENTER FOR COMMUNITY HEALTH FACILITATES THE COMMUNITY ADVISORY BOARD WHICH GIVES LEADERS OF COMMUNITY BASED ORGANIZATIONS A VOICE IN SETTING THE RESEARCH AND INTERVENTION AGENDA FOR UR. IN ADDITION TO SEVERAL COMMUNITY SERVICE AND EDUCATION INITIATIVES, THE CENTER ADVOCATES FOR COMMUNITY HEALTH IN EDUCATION, SERVICE AND RESEARCH. THE CENTER HAS SEVERAL ONGOING INTIATIVES TO IMPROVE HEALTHY LIVING THROUGH NUTRITION ACCESS AND ACTIVE LIFESTYLE BOTH IN HEALTH EDUCATION AND ENVIRONMENTAL DESIGN. THE CENTER HOUSES THE TEEN HEALTH AND SUCCESS PARTNERSHIP THAT MENTORS YOUTH IN THE ROCHESTER CITY SCHOOLS TO GRADUATE AND OBTAIN AND MAINTAIN EMPLOYMENT, THUS SUPPORTING WORKFORCE DEVELOPMENT. THE CENTER ALSO ORGANIZES AND FACILITATES THE DEVELOPMENT AND IMPLEMENTATION OF THE COMMUNITY HEALTH NEEDS ASSESSMENT AND IMPROVEMENT PLANNING, WHICH IS A COOPERATIVE EFFORT FOR ALL THE HOSPITALS IN MONROE COUNTY AND THE HEALTH DEPARTMENT. -------------------- -------------------- |
| PART III, SECTION A, LINE 2, 3, 4 - 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). -------------------- PART III, SECTION A, LINE 4- BAD DEBT EXPENSE FOOTNOTE THE TEXT OF THE BAD DEBT FOOTNOTE FOR THE UNIVERSITY CAN BE FOUND ON PAGES 13-14 (ITEM 1Q) OF THE ATTACHED AUDITED FINANCIAL STATEMENTS. THE COSTING METHODOLOGY FOR DETERMINING BAD DEBT EXPENSE WAS BASED ON ACTUAL CHARGES WRITTEN OFF AS BAD DEBTS DURING THE YEAR. -------------------- |
| 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 PRIMARILY THROUGH THE CHNA, 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, SEVERAL DATA SOURCES ARE REVIEWED, PRIMARILY THE MONROE COUNTY ADULT HEALTH SURVEY, NATALITY AND MORTALITY DATA, HOSPITALIZATION DATA THROUGH THE STATEWIDE PLANNING AND RESEARCH COORPERATIVE SYSTEMS (SPARCS) FILES, DISEASE AND SPECIFIC CONDITION DATA, AND THE NY STATE PREVENTION AGENDA DASHBOARD DATA. IN ADDITION, COMMUNITY INPUT IS PERIODICALLY SOUGHT FROM RESIDENTS, THE ROCHESTER BUSINESS ALLIANCE, 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 MONROE COUNTY COMMUNITY HEALTH IMPROVEMENT WORKGROUP, CONSISTING OF STRONG MEMORIAL HOSPITAL, HIGHLAND HOSPITAL, AND ROCHESTER GENERAL HEALTH (INCLUDING ROCHESTER GENERAL HOSPITAL AND UNITY HOSPITAL), ALONG WITH THE MONROE COUNTY DEPARTMENT OF PUBLIC HEALTH AND THE FINGER LAKES HEALTH SYSTEMS AGENCY BEGAN MEETING MONTHLY IN MAY 2012 AND CONTINUES TO MEET EVERY MONTH TO ASSESS THE NEEDS OF THE MONROE COUNTY COMMUNITY AND TO MONITOR SUCCESSES OF IMPLEMENTATION, CONTINUING A LONG HISTORY OF COLLABORATION. THE MEDICAL CENTER PROVIDES SALARY SUPPORT FOR FACULTY AND STAFF TO CONTRIBUTE THEIR ACADEMIC AND CLINICAL EXPERTISE TO HELP IDENTIFY AND IMPLEMENT THE MOST EFFECTIVE INTERVENTIONS ON THE HEALTH PRIORITY NEEDS. -------------------- |
| 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 ALSO AVAILABLE ON-LINE, VIA 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 | STRONG MEMORIAL HOSPITAL IS LOCATED IN THE CITY OF ROCHESTER, COUNTY OF MONROE (POPULATION 749,600), IN THE FINGER LAKES REGION OF NEW YORK STATE. THE FINGER LAKES REGION EXTENDS APPROXIMATELY 100 MILES NORTH TO SOUTH AND 100 MILES EAST TO WEST. THE REGION ENCOMPASSES URBAN, SUBURBAN AND RURAL COMMUNITIES WITHIN NEW YORK STATE. THE REGION (INCLUDING MONROE COUNTY) HAS A POPULATION OF 1,771,278. STRONG MEMORIAL HOSPITAL'S PRIMARY SERVICE AREA (PSA) IS MONROE COUNTY AND THE SECONDARY SERVICE AREA (SSA) ENCOMPASSES THE 15 COUNTIES SURROUNDING MONROE INCLUDING: ALLEGANY, CATTARAUGUS, CAYUGA, CHEMUNG, GENESEE, LIVINGSTON, ONTARIO, ORLEANS, SCHUYLER, SENECA, STEUBEN, TOMPKINS, WAYNE, WYOMING, AND YATES. THERE ARE FIFTEEN FEDERALLY DESIGNATED MEDICALLY UNDERSERVED AREAS OR POPULATIONS WITHIN THIS 16 COUNTY REGION. HEALTH CARE ENVIRONMENT THE PRIMARY SERVICE AREA IS HOME TO TWO MULTI-HOSPITAL SYSTEMS, EACH WITH SEVERAL LONG-TERM CARE, HOME CARE AND OTHER TYPES OF AFFILIATES. THE UNIVERSITY OF ROCHESTER MEDICAL CENTER CONSISTS OF STRONG MEMORIAL HOSPITAL AND AFFILIATES HIGHLAND HOSPITAL, FF THOMPSON, JONES MEMORIAL AND NOYES HEALTH. ROCHESTER REGIONAL HEALTH SYSTEM CONSISTS OF ROCHESTER GENERAL HOSPITAL, UNITY HOSPITAL, NEWARK WAYNE COMMUNITY HOSPITAL, CLIFTON SPRINGS HOSPITAL AND UNITED MEMORIAL MEDICAL CENTER. THERE ARE SMALLER COMMUNITY HOSPITALS THAT OPERATE IN THE FIFTEEN COUNTIES SURROUNDING MONROE COUNTY WITH BED CAPACITY RANGING FROM AS FEW AS 25 BEDS TO AS MANY AS 224 BEDS. OVER 50 RESIDENTIAL HEALTH CARE FACILITIES; MANY PUBLIC AND PRIVATE AGENCIES PROVIDING COMMUNITY AND HOME HEALTH SERVICES; SEVERAL STATE AND FEDERAL FACILITIES; AND A FULL RANGE OF HEALTH CARE PROFESSIONALS, INCLUDING THOUSANDS OF PHYSICIANS, DENTISTS, NURSES, TECHNICIANS,ADMINISTRATORS, EDUCATORS, AND SUPPORT PERSONNEL PROVIDE SERVICES WITHIN THE SIXTEEN COUNTY SERVICE AREAS. DEMOGRAPHIC ANALYSIS HISTORICALLY UNDER-REPRESENTED ETHNIC GROUPS INCLUDING BLACK NON-HISPANIC, HISPANIC AND OTHER POPULATIONS COMPRISE ROUGHLY 22.9% OF THE POPULATION OF MONROE COUNTY. ACCORDING TO U.S. CENSUS DATA ROUGHLY 12.9% OF THE POPULATION OF MONROE COUNTY IS NON-ENGLISH SPEAKING. MEDIAN HOUSEHOLD INCOME FOR THE PRIMARY SERVICE AREA IS $52,501 VERSUS THE NATIONAL MEDIAN OF $55,775. ACCORDING TO THE US CENSUS, 14.8% OF INDIVIDUALS IN MONROE COUNTY WERE CONSIDERED BELOW THE POVERTY LEVEL. THE PERCENTAGE OF THE MONROE COUNTY POPULATION AGE 65 AND OLDER WAS 13.9% IN 2015 AND IS ANTICIPATED TO GROW TO 18.1% IN 2020. MONROE COUNTY'S POPULATION OF SENIORS OUTPACES THE NATIONAL AVERAGE OF 14.5%. UNDER-REPRESENTED ETHNIC GROUPS COMPRISE ROUGHLY 11.0% OF THE POPULATION IN THE FIFTEEN COUNTIES SURROUNDING MONROE COUNTY. MEDIAN HOUSEHOLD INCOME FOR THE FIFTEEN-COUNTY SERVICE AREA WAS $52,014 VERSUS THE US AVERAGE OF $55,775. THE 65 AND OLDER POPULATION COMPRISED 16.7% OF THE POPULATION AND IS ANTICIPATED TO GROW TO 19.3% BY 2018. THE RATE OF UNINSURED IN MONROE COUNTY IS 7.0 PERCENT, COMPARED TO 11.4% US AVERAGE. ACCORDING TO THE NEW YORK STATE DEPARTMENT OF HEALTH, ROUGHLY 13.9% OF THE POPULATION OF MONROE COUNTY IS ENROLLED IN MEDICAID COMPARED TO 20.0% FOR NEW YORK STATE. -------------------- |
| 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. OUR 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 28 MEMBER BOARD, INCLUSIVE OF 14 EX-OFFICIO MEMBERS AND 18 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. ADMINISTRATIVELY, UR MEDICAL CENTER LEADERSHIP HAS INITIATED A COMPREHENSIVE AND AMBITIOUS STRATEGIC PLANNING PROCESS ACROSS THE INSTITUTION. THE GOALS OF THE PLAN INCLUDE EXPANDING COMMUNITY HEALTH PROGRAMS AND RESEARCH THAT IMPROVE THE OVERALL HEALTH OF THE GREATER ROCHESTER COMMUNITY. THE BOARD OF DIRECTORS ENDORSE AND CHAMPION THE VISION OF THE PLAN. 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-SEVEN MEMBER CAC REPRESENTS EIGHTEEN 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. TO HIGHLIGHT THE IMPORTANCE OF THE COMMUNITY HEALTH MISSION, THE ANNUAL "DR. DAVID SATCHER COMMUNITY HEALTH IMPROVEMENT AWARDS" PROGRAM 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 THROUGH RESEARCH, EDUCATION, AND SERVICE. 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. EXAMPLES INCLUDE: IN MAY 2015 THE MEDICAL CENTER DEDICATED ITS NEW CHILDRENS HOSPITAL LOCATED ADJACENT TO STRONG MEMORIAL HOSPITAL WITH OVER 245,000 SQUARE FEET OF SPACE AND 126 BEDS DEDICATED TO CHILDREN AND THEIR FAMILIES. STRONG MEMORIAL HOSPITAL PLANS CENTRALIZE ALL PEDIATRIC PROCEDURAL CASES IN ONE FACILITY TO IMPROVE THE EFFICIENCY OF PEDIATRIC CARE. THE UNIVERSITY OF ROCHESTER MEDICAL CENTER HAS RECENTLY ACQUIRED FIVE URGENT CARE CENTERS IN MONROE COUNTY TO ADDRESS GROWING CONSUMER DEMAND FOR A LOWER COST, EASILY ACCESSIBLE HEALTHCARE ALTERNATIVE. STRONG MEMORIAL HOSPITAL ALSO RUNS THE REGION'S LARGEST EMERGENCY FACILITY. THE 55,000-SQUARE-FOOT FRANK AND CAROLINE GANNETT EMERGENCY CENTER WAS DESIGNED TO IMPROVE EFFICIENCY, WITH THE DIGNITY AND COMFORT OF OUR PATIENTS IN MIND. IT WAS DESIGNATED BY THE NEW YORK STATE DEPARTMENT OF HEALTH AS A LEVEL ONE REGIONAL TRAUMA CENTER. THE ADULT TREATMENT AREA WAS CONSTRUCTED WITH 25 SEMI-PRIVATE PATIENT CUBICLES, AND UNLIKE OTHER EMERGENCY FACILITIES IN THE REGION, IT ALSO INCLUDES A DEDICATED CHILDREN'S EMERGENCY DEPARTMENT WITH A PRIVATE WAITING ROOM. SURPLUS FUNDS ARE ALSO DEDICATED TO SUPPORT RESEARCH. FINAL RENOVATIONS WERE MADE TO OUR CLINICAL AND TRANSLATIONAL RESEARCH INSTITUTE (CTSI) THAT SERVES AS THE HUB OF RESOURCES, EXPERTISE AND NETWORKS NECESSARY TO ACCELERATE THE CLINICAL APPLICATION OF BIOMEDICAL AND BEHAVIORAL RESEARCH SO THAT INTERVENTIONS CAN REACH INDIVIDUALS IN THE COMMUNITY MORE QUICKLY. THE CTSI'S COMMUNITY ENGAGEMENT FUNCTION, WHICH IS ADMINISTERED BY THE UR MEDICAL CENTER'S CENTER FOR COMMUNITY HEALTH, SUPPORTS THE CTSI COMMUNITY ENGAGEMENT MISSION BY FACILITATING COMMUNICATION AND PARTNERSHIPS AMONG RESEARCHERS, HEALTH CARE PROVIDERS, AND COMMUNITY MEMBERS AND ORGANIZATIONS. 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." UR MEDICAL CENTER PARTICIPATES IN THE COMMUNITY HEALTH NEEDS ASSESSMENT AND IMPROVEMENT PLAN FOR MONROE COUNTY. THE PLAN HAS THREE FOCUS AREAS WITHIN CHRONIC DISEASE MANAGEMENT AND PREVENTION AND IS ALIGNED WITH THE NYS PREVENTION AGENDA. UR MEDICINE SUPPORTS THE COMMUNITY HEALTH IMPROVEMENT PLAN OUTLINED IN THE CHNA AND HAD DEDICATED FACULTY, STAFF AND RESOURCES TO MEET THE GOALS OUTLINED IN THE PLAN. THE FOCUS AREAS ADDRESSED ARE 1. WORKSITE WELLNESS, BOTH WITHIN THE UR MEDICAL CENTER AND ALSO IN SUPPORT OF SMALL TO MEDIUM SIZED BUSINESSES IN MONROE COUNTY THROUGH COLLABORATION WITH THE ROCHESTER BUSINESS ALLIANCE; 2. SMOKING CESSATION, WHICH IS ADDRESSED BY REFERRING ALL TOBACCO USES TO THE NYSTATE QUIT LINE VIA THE ELECTRONIC MEDICAL RECORD; AND 3. HYPERTENSION CONTROL, BY WORKING WITH THE HIGH BLOOD PRESSURE COLLABORATIVE TO INCREASE THE RATE OF HYPERTENSIVE PATIENTS WHO ARE IN CONTROL. UR MEDICINES CENTER FOR COMMUNITY HEALTH HAS DEVELOPED A BLOOD PRESSURE ADVOCACY PROGRAM WHICH USES COMMUNITY HEALTH ADVOCATES TO WORK WITH PATIENTS TO LOWER THEIR BLOOD PRESSURE WHILE SEVERAL UR PROVIDERS CONTRIBUTE INFORMATION TO THE BLOOD PRESSURE REGISTRY TO TRACK CONTROL RATES. PROVIDERS ARE WORKING WITH PRACTICE IMPROVEMENT CONSULTANTS TO FIND SYSTEM SOLUTIONS TO BLOOD PRESSURE CONTROL. UR IS ALSO STRONGLY COMMITTED TO THE DSRIP INITIATIVE AS ONE OF THE KEY PARTNER AGENCIES IN THE REGIONAL DSRIP INITIATIVE CALLED FLPPS (FINGER LAKES PERFORMING PROVIDER SYSTEM). FLPPS HAS CHOSEN SEVERAL PROJECTS WITH EXTENSIVE COMMUNITY HEALTH IMPROVEMENT POSSIBILITIES. UR IS BUILDING INFRASTRUCTURE AND LEADERSHIP TO BE ABLE TO IMPLEMENT THE PROJECTS WHICH INLCUDE BEHAVIORAL HEALTH SERVICE IMPROVEMENTS AND CRISIS STABILIZATION, EXPANSION OF THE BABY LOVE PROGRAM THAT PROVIDES SOCIAL AND EDUCATIONAL SUPPORT TO HIGH RISK PREGNANT WOMEN, INCREASING TRANSITIONAL HOUSING OPTIONS FOR HOUSING INSECURE PATIENTS UPON DISCHARGE, AND ACTIVATING PATIENTS WHO ARE HIGH UTILIZERS AND UNDERINSURED. -------------------- |
| 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 830 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 750 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: - HIGHLAND HOSPITAL OF ROCHESTER (HIGHLAND) PROVIDES INPATIENT AND OUTPATIENT HEALTHCARE SERVICES WITHOUT REGARD TO A PATIENT'S ABILITY TO PAY. HIGHLAND OPERATES A 261-BED ACUTE CARE HOSPITAL, AS WELL AS 13 PRIMARY CARE SATELLITE CLINICS, AND OB/MIDWIFERY CLINIC, BREAST CARE CLINIC, AND THREE RATIATION ONCOLOGY TREATMENT CENTERS. HIGHLAND IS ALSO A TEACHING AFFILIATE OF THE UNIVERSITY OF ROCHESTER SCHOOL OF MEDICINE AND DENTISTRY. HIGHLAND'S SERVICE AREA INCLUDES MONROE COUNTY, NEW YORK, AS WELL AS SEVERAL COUNTIES SURROUNDING THE ROCHESTER, NEW YORK REGION. - VISITING NURSE SERVICE OF ROCHESTER AND MONROE COUNTY, INC. AND COMMUNITY CARE OF ROCHESTER, INC. D/B/A VISITING NURSE SIGNATURE CARE PROVIDE HOME AND COMMUNITY BASED CARE TO OVER 13,000 PEOPLE ANNUALLY, INCLUDING NURSING, REHABILITATION THERAPY, PERSONAL CARE, HOSPICE AND MEALS ON WHEELS. THE AGENCY IS NATIONALLY RECOGNIZED FOR ITS ABILITY TO REDUCE UNNECESSARY HOSPITALIZATIONS. DURING 2013, AFFILIATES FINGER LAKES VISITING NURSE SERVICE, INC. AND FINGER LAKES HOME CARE, INC. JOINED THE SYSTEM, EXTENDING THE HOME CARE AFFILIATES' PROVISION OF HIGH QUALITY HOME HEALTH CARE SERVICES TO THE FINGER LAKES REGION. - THE HIGHLANDS AT PITTSFORD CAMPUS INCLUDES TWO SEPARATE CORPORATIONS WITH DIFFERENT ACTIVITIES OFFERING SKILLED NURSING CARE, AS WELL AS ASSISTED AND INDEPENDENT LIVING FOR SENIORS. THE HIGHLANDS LIVING CENTER IS A 122-BED SKILLED NURSING FACILITY THAT ALSO OFFERS AN ADULT DAY CARE PROGRAM. THE 60-BED ASSISTED LIVING, 171-BED INDEPENDENT LIVING, AND COMMUNITY EDUCATION ARE PROVIDED BY HIGHLAND COMMUNITY DEVELOPMENT CORPORATION D/B/A/THE HIGHLANDS AT PITTSFORD AND LAURELWOOD AT THE HIGHLANDS. THE HIGHLANDS OFFER A COMPREHENSIVE SERIES OF COMMUNITY EDUCATION PROGRAMS ON CURRENT HEALTH TOPICS, INCLUDING HEART HEALTH, NUTRITION, ORAL HEALTH, AND DIABETES PREVENTION, TO NAME A FEW. - THE HIGHLANDS AT BRIGHTON IS A 145-BED SKILLED NURSING FACILITY THAT SPECIALIZES IN CARE FOR THE MOST MEDICALLY COMPLEX CASES, INCLUDING A NEUROBEHAVIORAL UNIT, VENTILATOR UNIT, AND BEHAVIORAL STEP-DOWN/DEMENTIA CARE UNIT IN ADDITION TO TRANSITIONAL, POST-ACUTE CARE AND REHABILITATION SERVICES. THROUGH ITS TRANSITIONAL CARE MODEL, THE HIGHLANDS AT BRIGHTON ACCEPTS PATIENTS WHO NO LONGER REQUIRE HOSPITAL CARE BUT ARE DIFFICULT TO DISCHARGE DUE TO THE COMPLEXITY OF THEIR MEDICAL OR BEHAVIORAL NEEDS, PROVIDING THEM WITH SUPPORTIVE CARE AND IN MANY CASES, HELPING THEM TRANSITION TO MORE APPROPRIATE LEVELS OF CARE IN THE COMMUNITY. - FF THOMPSON HEALTH SYSTEM INCLUDES THE FREDERICK FERRIS THOMPSON HOSPITAL (FF THOMPSON). FF THOMPSON IS A 113-BED ACUTE CARE HOSPITAL THAT IS LOCATED IN CANANDAIGUA, NY, APPROXIMATELY 30 MILES SOUTH OF ROCHESTER AND SERVES THE FINGER LAKES REGION. ITS SERVICES INCLUDE MEDICAL/SURGICAL CARE, INTENSIVE CARE, MATERNITY AND EMERGENCY CARE. IN ADDITION, THE HOSPITAL OWNS AND OPERATES 9 EXTENSION CLINICS, 8 OF WHICH PROVIDE PRIMARY HEALTH CARE SERVICE AND 2 OF WHICH PROVIDE OUTPATIENT PHYSICAL AND/OR OCCUPATIONAL THERAPY. - M.M. EWING CONTINUING CARE CENTER INC. IS A NOT-FOR-PROFIT CORPORATION THAT OPERATES A 188-BED SKILLED NURSING FACILITY AND ADULT DAY CARE PROGRAM ADJACENT TO F.F. THOMPSON HOSPITAL. - F.F.T. SENIOR COMMUNITIES, INC. IS A NOT-FOR-PROFIT CORPORATION THAT OPERATES FERRIS HILLS AT WESTLAKE, A RESIDENTIAL COMMUNITY CONSISTING OF 84 INDEPENDENT LIVING UNITS AND 48 ENRICHED LIVING UNITS. - ACCOUNTABLE HEALTH PARTNERS, LLC AND ACCOUNTABLE HEALTH PARTNERS-IPA, LLC IS A NETWORK OF PHYSICIANS EMPLOYED BY THE UNIVERSITY AND ITS AFFILIATED HOSPITALS, COMMUNITY BASED PHYSICIANS, AND OTHER AFFILIATED HOSPITALS THAT ARE CLINICALLY INTEGRATED AND NEGOTIATE REIMBURSEMENT CONTRACTS WITH LOCAL PAYORS AND SELF-INSURED BUSINESSES. THE UNIVERSITY, THROUGH STRONG MEMORIAL HOSPITAL, OWNS ACCOUNTABLE HEALTH PARTNERS, ALONG WITH OTHER HOSPITALS, UNIVERSITY-EMPLOYED PHYSICIANS, AFFILIATED HOSPITAL-EMPLOYED PHYSICIANS AND COMMUNITY PHYSICIANS. AHP IS AN ENGAGED, HIGH-PERFORMING, ROBUST REGIONAL PROVIDER NETWORK THAT IS DELIVERING HIGH-QUALITY, COST-EFFECTIVE HEALTH CARE. AHP EXECUTES ACOMPREHENSIVE, INTEGRATED CARE MANAGEMENT PROGRAM THAT PUTS THE PATIENT AT THE CENTER AND EXPLICITLY STRIVES FOR THE BEST INTERESTS OF THE PATIENTS. AHP EMPHASIZES AND SUPPORTS THE IMPORTANCE OF PRIMARY CARE AND THE VALUE OF PATIENT-CENTERED MEDICAL HOMES, AND CREATES AND ADHERES TO CLINICAL PROTOCOLS THAT ARE EVIDENCE-BASED AND INFORMED BY BEST PRACTICES. - JONES MEMORIAL HOSPITAL IS A 70- |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS AND FELLOWSHIPS TO STUDENTS | GrantTypeTxt |
| Recipient | 5800 | RecipientCnt |
| Cash Grant | $189,122,805 | CashGrantAmt |
| Valuation Method Used | N/A | ValuationMethodUsedDesc |
| Non Cash Assistance | N/A | NonCashAssistanceDesc |
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 SCHOLARSHIP, 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 |
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| 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 | Yes (true) | 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 (29 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JOEL S SELIGMAN | ||||||||||||||
| TRUSTEE, PRESIDENT & CEO | $1,203,174 | $0 | $0 | $0 | $21,558 | $0 | $25,551 | $0 | $71,903 | $0 | $1,322,186 | $0 | $0 | $0 |
| BRADFORD C BERK | ||||||||||||||
| DIRECTOR-UR NEUROREST. INST. | $884,725 | $0 | $0 | $0 | $49,257 | $0 | $440,251 | $0 | $19,232 | $0 | $1,393,465 | $0 | $0 | $0 |
| PAUL J BURGETT | ||||||||||||||
| VP & SR ADVISOR- PRES & DEAN | $166,889 | $0 | $0 | $0 | $724 | $0 | $15,839 | $0 | $14,820 | $0 | $198,272 | $0 | $0 | $0 |
| HOLLY G CRAWFORD 1-15-16 | ||||||||||||||
| SR VP, ADMIN & FIN, CFO | $235,955 | $0 | $0 | $0 | $18,125 | $0 | $25,672 | $0 | $66,329 | $0 | $346,081 | $0 | $0 | $0 |
| ROBERT L CLARK | ||||||||||||||
| SRVP RESEARCH & DEAN HAJIM ASE | $553,986 | $0 | $0 | $0 | $15,565 | $0 | $175,551 | $0 | $22,263 | $0 | $767,365 | $0 | $0 | $0 |
| THOMAS J FARRELL | ||||||||||||||
| SRVP & CHIEF ADVANCEMENT OFFCR | $589,260 | $0 | $0 | $0 | $123,373 | $0 | $42,614 | $0 | $19,488 | $0 | $774,735 | $0 | $0 | $0 |
| DAVID A KIRSHNER | ||||||||||||||
| SR VP & CFO, URMC | $622,944 | $0 | $75,000 | $0 | $84,877 | $0 | $150,260 | $0 | $16,203 | $0 | $949,284 | $0 | $0 | $0 |
| PETER LENNIE | ||||||||||||||
| PROVOST & DEAN OF FACULTY- ASE | $608,377 | $0 | $0 | $0 | $19,344 | $0 | $25,551 | $0 | $62,100 | $0 | $715,372 | $0 | $0 | $0 |
| LAMAR R MURPHY | ||||||||||||||
| GENL SECRETARY, CHIEF OF STAFF | $283,793 | $0 | $0 | $0 | $18,000 | $0 | $25,971 | $0 | $14,767 | $0 | $342,531 | $0 | $0 | $0 |
| WILLIAM M MURPHYTIL 8-1-15 | ||||||||||||||
| VP FOR COMMUNICATIONS | $133,948 | $0 | $0 | $0 | $27,122 | $0 | $15,275 | $0 | $5,959 | $0 | $182,304 | $0 | $0 | $0 |
| GAIL M NORRIS | ||||||||||||||
| VP & GENERAL COUNSEL | $426,512 | $0 | $0 | $0 | $0 | $0 | $26,338 | $0 | $21,645 | $0 | $474,495 | $0 | $0 | $0 |
| RONALD J PAPROCKITIL 1-15-16 | ||||||||||||||
| SRVP ADMIN & FINANCE, CFO | $670,692 | $0 | $0 | $0 | $20,292 | $0 | $100,551 | $0 | $19,466 | $0 | $811,001 | $0 | $0 | $0 |
| DOUGLAS W PHILLIPS | ||||||||||||||
| SRVP INSTITUTIONAL RESOURCES | $643,488 | $0 | $0 | $0 | $1,906,877 | $0 | $25,551 | $0 | $17,261 | $0 | $2,593,177 | $0 | $1,320,000 | $0 |
| ELIZABETH STAUDERMAN 8-1-15 | ||||||||||||||
| VP FOR COMMUNICATIONS | $123,458 | $0 | $50,000 | $0 | $13,479 | $0 | $10,851 | $0 | $3,343 | $0 | $201,131 | $0 | $0 | $0 |
| MARK B TAUBMAN | ||||||||||||||
| CEO URMC, DEAN SMD, SRVP HEAL. | $870,540 | $0 | $0 | $0 | $19,345 | $0 | $280,551 | $0 | $22,617 | $0 | $1,193,053 | $0 | $0 | $0 |
| JAMES D THOMPSON | ||||||||||||||
| FORMER OFFICER | $0 | $0 | $0 | $0 | $577,057 | $0 | $9,056 | $0 | $0 | $0 | $586,113 | $0 | $0 | $0 |
| STEVEN I GOLDSTEIN | ||||||||||||||
| URMC VP, PRES/CEO SMH & HH | $825,325 | $0 | $0 | $0 | $73,757 | $0 | $879,451 | $0 | $16,332 | $0 | $1,794,865 | $0 | $0 | $0 |
| MICHAEL C GOONAN | ||||||||||||||
| SR. ADVISOR, URMC | $113,133 | $0 | $0 | $0 | $832,556 | $0 | $0 | $0 | $5,358 | $0 | $951,047 | $0 | $741,384 | $0 |
| RAYMOND J MAYEWSKI | ||||||||||||||
| VP, URMC | $617,854 | $0 | $0 | $0 | $46,492 | $0 | $100,551 | $0 | $17,052 | $0 | $781,949 | $0 | $0 | $0 |
| KATHLEEN PARRINELLO | ||||||||||||||
| EXEC VP & COO, SMH | $523,810 | $0 | $55,000 | $0 | $33,311 | $0 | $126,551 | $0 | $16,328 | $0 | $755,000 | $0 | $0 | $0 |
| ADAM P ANOLIK | ||||||||||||||
| ASSOC VP & SR DIR FINANCE/CFO | $423,270 | $0 | $0 | $0 | $135 | $0 | $58,964 | $0 | $24,902 | $0 | $507,271 | $0 | $0 | $0 |
| PETER G ROBINSON | ||||||||||||||
| VP&COO, MEDCTR & STRONG HEALTH | $581,295 | $0 | $0 | $0 | $171,592 | $0 | $267,951 | $0 | $67,000 | $0 | $1,087,838 | $0 | $133,277 | $0 |
| MICHAEL ROTONDO | ||||||||||||||
| CEO, URMFG | $798,741 | $0 | $61,875 | $0 | $30,556 | $0 | $88,051 | $0 | $3,121 | $0 | $982,344 | $0 | $0 | $0 |
| LEONARD J SHUTE | ||||||||||||||
| SR. ADVISOR, URMC | $188,526 | $0 | $0 | $0 | $32,844 | $0 | $19,776 | $0 | $13,091 | $0 | $254,237 | $0 | $0 | $0 |
| MARC D BROWN MD | ||||||||||||||
| PROF-DERMATOLOGY M&D | $794,569 | $0 | $771,088 | $0 | $18,000 | $0 | $25,551 | $0 | $21,509 | $0 | $1,630,717 | $0 | $0 | $0 |
| SHERRIF F IBRAHIM | ||||||||||||||
| ASST PROFESSOR-DERMATOLOGY M&D | $575,074 | $0 | $984,617 | $0 | $18,000 | $0 | $25,551 | $0 | $25,936 | $0 | $1,629,178 | $0 | $0 | $0 |
| MICHAEL D MALONEY MD | ||||||||||||||
| ASSOC. PFOF-ORTHOPAEDICS M&D | $1,017,561 | $0 | $314,074 | $0 | $0 | $0 | $265,551 | $0 | $24,388 | $0 | $1,621,574 | $0 | $0 | $0 |
| BRENT DUBESHTER MD | ||||||||||||||
| PROFESSOR-DEPT OF OBGYN | $1,263,694 | $0 | $0 | $0 | $0 | $0 | $25,551 | $0 | $24,316 | $0 | $1,313,561 | $0 | $0 | $0 |
| ILYA VOLOSHIN | ||||||||||||||
| PROFESSOR-ORTHOPAEDICS M&D | $1,042,338 | $0 | $136,535 | $0 | $18,000 | $0 | $25,551 | $0 | $19,883 | $0 | $1,242,307 | $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 CERTAIN CIRCUMSTANCES, THE PRESIDENT AND PROVOST 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 CERTAIN CIRCUMSTANCES, THE SPOUSE OF THE PRESIDENT AND PROVOST OR OTHER KEY EMPLOYEE MAY TRAVEL FOR UNIVERSITY PURPOSES. EXAMPLES OF SUCH TRAVEL INCLUDE ATTENDANCE AT FUNDRAISING OR ALUMNI EVENTS. IN ACCORDANCE WITH APPLICABLE LEGAL STANDARDS, THE UNIVERSITY WILL PAY FOR SPOUSAL TRAVEL AS A REGULAR BUSINESS EXPENSE ONLY IF THE SPOUSAL TRAVEL SERVES A "BONA FIDE BUSINESS PURPOSE" OF THE UNIVERSITY. TAX INDEMNIFICATION AND GROSS-UP PAYMENTS THE UNIVERSITY MAY PROVIDE TAX GROSS-UP PAYMENTS UNDER CERTAIN CIRCUMSTANCES AS APPROVED BY THE BOARD. THE UNIVERSITY DOES NOT GENERALLY PROVIDE TAX INDEMNIFICATIONS. ONE OFFICER RECEIVED A GROSS-UP PAYMENT THAT WAS TREATED AS TAXABLE COMPENSATION. 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. EIGHT OFFICERS, FOUR KEY EMPLOYEES AND ONE FORMER OFFICER RECEIVED SOCIAL CLUB DUES THAT WERE TREATED AS TAXABLE COMPENSATION. -------------------- |
| SCHEDULE J, PART I, LINE 4A | DETAIL OF SEVERANCE PAYMENT IN CONNECTION WITH THE TERMS OF HIS SEPARATION FROM THE UNIVERSITY, JAMES THOMPSON RECEIVED A PAYMENT OF $577,057 IN CALENDAR YEAR 2015. -------------------- 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 - $30,000 BRADFORD C. BERK - SERP - $144,700 MARK B. TAUBMAN - SERP - $105,000 STEVEN I. GOLDSTEIN - SERP - $159,400 RAYMOND J. MAYEWSKI - SERP - $75,000 PETER G. ROBINSON - SERP - $61,500 KATHLEEN PARRINELLO - SERP - $75,000 MICHAEL ROTONDO - SERP - $25,000 BRADFORD C. BERK - 457(F) - $270,000 ROBERT L. CLARK - 457(F) - $150,000 RONALD J. PAPROCKI - 457(F) - $75,000 STEVEN I. GOLDSTEIN - 457(F) - $694,500 DAVID A. KIRSHNER - 457(F) - $100,000 PETER G. ROBINSON - 457(F) - $180,900 KATHLEEN PARRINELLO - 457(F) - $26,000 MICHAEL ROTONDO - 457(F) - $37,500 MARK B. TAUBMAN - 457(F) - $150,000 MICHAEL D. MALONEY, MD - 457(F) - $240,000 Pursuant to the Universitys 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 2015, which are reported in Schedule J, Part II, Column (B)(iii) as Other Reportable Compensation: DOUGLAS W. PHILLIPS- 457(F) - $1,320,000 MICHAEL C. GOONAN- 457(F) - $741,384 PETER G. ROBINSON- 457(F) - $133,277 These amounts represent employee deferrals of compensation over several years that vested and were paid pursuant to the requirements of the plan. These amounts were reported as deferred compensation in Schedule J, Part II, Column (C) in prior years and are 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 |
|---|---|---|---|---|---|---|---|---|
| DORMITORY AUTHORITY OF THE STATE OF NEW YORK | ||||||||
| A | 146000293 | 64983UP20 | 2003-11-06 | $164,425,000 | 2003 A,B,C- CAPITAL PROJECTS | false | false | false |
| DORMITORY AUTHORITY OF THE STATE OF NEW YORK | ||||||||
| B | 146000293 | 64983QWB1 | 2006-03-16 | $111,180,000 | 2006 A-1 & B-1- BOND REFINANCING | false | false | false |
| DORMITORY AUTHORITY OF THE STATE OF NEW YORK | ||||||||
| C | 146000293 | 649903BH3 | 2007-02-21 | $180,959,178 | 2007 A-1, A-2 & B- CAPITAL PROJECT | false | false | false |
| DORMITORY AUTHORITY OF THE STATE OF NEW YORK | ||||||||
| D | 146000293 | 649903GW5 | 2007-02-21 | $63,115,512 | 2007 C- BOND REFINANCING | 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 | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $87,095,000 | $0 | $165,914,139 | $0 | $0 | $0 | $3,122,743 | $2,349,000 | $383,179 | $70,315,000 | $89,744,167 | $0 | 2009 | Yes (true) | Yes (true) | Yes (true) | Yes (true) |
| B | $39,885,000 | $0 | $111,180,000 | $0 | $0 | $0 | $2,170,437 | $1,213,000 | $0 | $0 | $107,796,563 | $0 | 2000 | false | Yes (true) | Yes (true) | Yes (true) |
| C | $158,337,503 | $0 | $186,725,498 | $0 | $1,501,163 | $0 | $3,175,140 | $0 | $1,629,892 | $173,638,861 | $6,780,442 | $0 | 2010 | false | false | Yes (true) | Yes (true) |
| D | $4,030,000 | $0 | $63,115,512 | $0 | $0 | $0 | $965,109 | $499,130 | $0 | $0 | $61,651,273 | $0 | 2008 | false | Yes (true) | Yes (true) | Yes (true) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 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 | Change In Use Bond Financed PropChangeInUseBondFinancedPropPct |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | false | Yes (true) | Yes (true) | Yes (true) | Yes (true) | Yes (true) | 0.00400 | 0.00200 | 0.00600 | false | false | false | Yes (true) | |
| B | 0.00000 | 0.00000 | 0.00000 | 0.00000 | ||||||||||
| C | false | Yes (true) | Yes (true) | Yes (true) | Yes (true) | Yes (true) | 0.00700 | 0.00200 | 0.00900 | false | false | false | Yes (true) | 0.00000 |
| D | false | Yes (true) | Yes (true) | Yes (true) | Yes (true) | Yes (true) | 0.00000 | 0.01900 | 0.01900 | false | false | false | Yes (true) | 0.00000 |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Exception To RebateExceptionToRebateInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Term Of HedgeTermOfHedgePct | Superintegrated HedgeSuperintegratedHedgeInd | Hedge TerminatedHedgeTerminatedInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Business Name Line1GICProviderName/BusinessNameLine1Txt | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| WELLSFARGOCITIGROUP | |||||||||||
| A | false | Yes (true) | Yes (true) | Yes (true) | 30. | false | false | false | 0 | Yes (true) | Yes (true) |
| 0 | |||||||||||
| B | false | Yes (true) | Yes (true) | Yes (true) | false | false | false | 0 | false | Yes (true) | |
| 0 | |||||||||||
| C | false | Yes (true) | false | false | 0 | Yes (true) | 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 2007 A-2- CUSIP #649903CK5 BOND ISSUE 2007 B- CUSIP #649903CG4 BOND ISSUE 2009 A,B,C,D,E- CUSIP #649907VR0, #649907VS8 BOND ISSUE 2009 B- CUSIP #649907VP4, #649907VQ2, #649907VR0, #649907VS8 BOND ISSUE 2011- CUSIP #61075TDC9 BOND ISSUE 2011A- CUSIP #61075TJM1, #61075TJN9, #61075TJK9, #61075TJL3, #61075TJK5 BOND ISSUE 2013- CUSIP #61075TJH2, #61075TJH2 -------------------- PART II, LINE 3- ADDITIONAL DETAIL FOR PROCEEDS OF ISSUES THE TOTAL PROCEEDS OF ISSUE REPORTED FOR THE 2003 A,B,C BOND ISSUE INCLUDES $1,489,139 IN INVESTMENT EARNINGS. THE TOTAL PROCEEDS OF ISSUE REPORTED FOR THE 2007 A-1, A-2, B BOND ISSUE INCLUDES $5,766,320 IN INVESTMENT EARNINGS. THE TOTAL PROCEEDS OF ISSUE REPORTED FOR THE 2009 A,B,C,D,E BOND ISSUE INCLUDES $185,527 IN INVESTMENT EARNINGS. THE TOTAL PROCEEDS OF ISSUE REPORTED FOR THE 2011 A,B BOND ISSUE INCLUDES $84,175 IN INVESTMENT EARNINGS. THE TOTAL PROCEEDS OF ISSUE REPORTED FOR THE 2013 A,B BOND ISSUE INCLUDES $14,251 IN INVESTMENT EARNINGS. THE TOTAL PROCEEDS OF ISSUE REPORTED FOR THE 2015 A,B BOND ISSUE INCLUDES $60,704 IN INVESTMENT EARNINGS. | ExplanationTxt |
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 |
|---|---|---|---|---|---|---|---|---|
| DORMITORY AUTHORITY OF THE STATE OF NEW YORK | ||||||||
| A | 146000293 | 649905KL9 | 2009-07-22 | $120,741,579 | 2009 A B C D E CAPITAL PROJECTS | false | false | false |
| MONROE COUNTY INDUSTRIAL DEVELOPMENT CORPORATION | ||||||||
| B | 510188852 | 61075TCE6 | 2011-09-01 | $175,747,934 | 2011 A, B MCIDC-CAPITAL PROJECTS | false | false | false |
| MONROE COUNTY INDUSTRIAL DEVELOPMENT CORPORATION | ||||||||
| C | 510188852 | 61075THK7 | 2013-09-19 | $198,885,260 | 2013 A, B CAPITAL PROJECTS | false | false | false |
| MONROE COUNTY INDUSTRIAL DEVELOPMENT CORPORATION | ||||||||
| D | 510188852 | 61075tnd6 | 2015-06-24 | $248,557,616 | 2015 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 | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $37,135,000 | $0 | $120,927,106 | $0 | $0 | $0 | $1,169,973 | $0 | $1,991,256 | $76,605,196 | $41,160,681 | $0 | 2010 | Yes (true) | Yes (true) | Yes (true) | Yes (true) |
| B | $23,215,000 | $0 | $175,832,109 | $0 | $3,243,526 | $0 | $1,502,375 | $0 | $5,749,522 | $148,223,586 | $14,628,056 | $2,485,044 | Yes (true) | false | false | Yes (true) | |
| C | $3,625,000 | $0 | $198,899,511 | $0 | $0 | $0 | $1,422,460 | $0 | $1,727,694 | $174,187,293 | $8,867,321 | $12,694,743 | false | Yes (true) | false | Yes (true) | |
| D | $285,000 | $0 | $248,618,320 | $0 | $0 | $0 | $1,460,004 | $0 | $343,871 | $35,452,388 | $163,215,960 | $48,146,097 | Yes (true) | Yes (true) | false | Yes (true) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 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 | Change In Use Bond Financed PropChangeInUseBondFinancedPropPct |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | false | Yes (true) | Yes (true) | Yes (true) | Yes (true) | Yes (true) | 0.00500 | 0.00600 | 0.01100 | false | false | false | Yes (true) | |
| B | false | Yes (true) | Yes (true) | Yes (true) | Yes (true) | Yes (true) | 0.00800 | 0.00200 | 0.01000 | false | false | false | Yes (true) | 0.00000 |
| C | false | Yes (true) | Yes (true) | Yes (true) | Yes (true) | Yes (true) | 0.01300 | 0.00200 | 0.01500 | false | false | false | Yes (true) | 0.00000 |
| D | false | Yes (true) | Yes (true) | Yes (true) | Yes (true) | Yes (true) | 0.00700 | 0.00200 | 0.00900 | false | false | false | Yes (true) |
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) |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp (10 entries)
| Relationship With OrgRelationshipWithOrgTxt | Loan PurposeLoanPurposeTxt | Loan From OrganizationLoanFromOrganizationInd | Original PrincipalOriginalPrincipalAmt | Balance DueBalanceDueAmt | DefaultDefaultInd | Board Or Committee ApprovalBoardOrCommitteeApprovalInd | Written AgreementWrittenAgreementInd |
|---|---|---|---|---|---|---|---|
| BRADFORD C BERK | |||||||
| EMPLOYEE | SPLITDOLLAR LIFE INS | Yes (X) | $1,209,500 | $1,209,500 | false | Yes (true) | Yes (true) |
| STEVEN I GOLDSTEIN | |||||||
| EMPLOYEE | SPLITDOLLAR LIFE INS | Yes (X) | $1,447,000 | $1,447,000 | false | Yes (true) | Yes (true) |
| MICHAEL C GOONAN | |||||||
| EMPLOYEE | SPLITDOLLAR LIFE INS | Yes (X) | $631,474 | $631,474 | false | Yes (true) | Yes (true) |
| RAYMOND J MAYEWSKI | |||||||
| EMPLOYEE | SPLITDOLLAR LIFE INS | Yes (X) | $846,520 | $846,520 | false | Yes (true) | Yes (true) |
| KATHLEEN PARRINELLO | |||||||
| EMPLOYEE | SPLITDOLLAR LIFE INS | Yes (X) | $464,884 | $464,884 | false | Yes (true) | Yes (true) |
| PETER G ROBINSON | |||||||
| EMPLOYEE | SPLITDOLLAR LIFE INS | Yes (X) | $558,010 | $558,010 | false | Yes (true) | Yes (true) |
| MICHAEL ROTONDO | |||||||
| EMPLOYEE | SPLITDOLLAR LIFE INS | Yes (X) | $75,000 | $75,000 | false | Yes (true) | Yes (true) |
| LEONARD J SHUTE | |||||||
| EMPLOYEE | SPLITDOLLAR LIFE INS | Yes (X) | $418,496 | $418,496 | false | Yes (true) | Yes (true) |
| MARK B TAUBMAN | |||||||
| EMPLOYEE | SPLITDOLLAR LIFE INS | Yes (X) | $620,700 | $620,700 | false | Yes (true) | Yes (true) |
| ADAM ANOLIK | |||||||
| EMPLOYEE | SPLITDOLLAR LIFE INS | Yes (X) | $30,000 | $30,000 | false | Yes (true) | Yes (true) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $6,301,584 | TotalBalanceDueAmt |
Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NA | PersonNm |
| Relationship With Org | N/A | RelationshipWithOrgTxt |
| Cash Grant | $16,000 | CashGrantAmt |
| Type Of Assistance | MERIT SCHOLARSHIPS | TypeOfAssistanceTxt |
| Assistance Purpose | EDUCATION | AssistancePurposeTxt |
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (16 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| KAREN BERK | |||
| FAMILY MEMBER OF OFFICER | $64,551 | PAYMENT OF COMPENSATION | false |
| DENNIS KESSLER | |||
| FAMILY MEMBER OF TRUSTEE | $123,272 | PAYMENT OF COMPENSATION | false |
| DELORES CONWAY | |||
| FAMILY MEMBER OF OFFICER | $273,003 | PAYMENT OF COMPENSATION | false |
| REBECCA WALTERS | |||
| FAMILY MEMBER OF KEY EMPL | $118,776 | PAYMENT OF COMPENSATION | false |
| ELIZABETH MAYEWSKI | |||
| FAMILY MEMBER OF KEY EMPL | $74,040 | PAYMENT OF COMPENSATION | false |
| ROBERT L CLARK | |||
| FAMILY MEMBER OF OFFICER | $32,703 | PAYMENT OF COMPENSATION | false |
| JONATHAN SUSSMAN | |||
| FAMILY MEMBER OF KEY EMPL | $94,350 | PAYMENT OF COMPENSATION | false |
| LYDIA ROTONDO | |||
| FAMILY MEMBER OF KEY EMPL | $140,076 | PAYMENT OF COMPENSATION | false |
| JENNIFER ANOLIK MD | |||
| FAMILY MEMBER OF KEY EMPL | $227,639 | PAYMENT OF COMPENSATION | false |
| MARY CARPENTER DESAIN | |||
| FAMILY MEMBER OF TRUSTEE | $116,363 | PAYMENT OF COMPENSATION | false |
| SANDRA G WITMER RN | |||
| FAMILY MEMBER OF TRUSTEE | $79,013 | PAYMENT OF COMPENSATION | false |
| NICHOLAS WALTERS | |||
| FAMILY MEMBER OF KEY EMPL | $84,468 | PAYMENT OF COMPENSATION | false |
| LES WEISBROD MD | |||
| FAMILY MEMBER OF KEY EMPL | $414,009 | PAYMENT OF COMPENSATION | false |
| MAUREEN PRINCE | |||
| FAMILY MEMBER OF TRUSTEE | $115,698 | PAYMENT OF COMPENSATION | false |
| WEGMANS | |||
| OWNED > 35% BY TRUSTEE | $618,839 | PAYMENT OF DRUG DISPENSING FEE | false |
| VALLEY PROPANE AND FUELS | |||
| OWNED > 35% BY TRUSTEE | $447,219 | PAYMENT OF FUEL PURCHASES | false |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990, SCHEDULE L, PART IV | FormAndLineReferenceDesc |
| Explanation | ADD'L SUPP INFORMATION WEGMANS- TRUSTEE DANIEL R. WEGMAN IS AN OFFICER, DIRECTOR AND OWNER OF WEGMANS. VALLEY PROPANE AND FUELS- TRUSTEE PHILIP SAUNDERS IS A GREATER THAN 35% OWNER OF VALLEY PROPANE AND FUELS. | ExplanationTxt |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 24 | ContributionCnt |
| Noncash Contributions Rpt F990 | $80,424 | 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 | $472 | 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 | 364 | ContributionCnt |
| Noncash Contributions Rpt F990 | $22,394,520 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Securities Closely Held Stock SecuritiesCloselyHeldStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $2,398,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 (4 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | MUSICAL INSTRUMENTS | 26 | $223,793 | FAIR MARKET VALUE |
| Yes (X) | GIFT-IN-KIND | 17 | $27,764 | FAIR MARKET VALUE |
| Yes (X) | PERSONAL PROPERTY | 113 | $58,274 | FAIR MARKET VALUE |
| Yes (X) | MISCELLANEOUS EQUIPMENT | 87 | $323,897 | FAIR MARKET VALUE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 8 | 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 (10 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 5,522 UNDERGRADUATES 2,728,705 MEALS IN FIVE DINING SERVICES. THE UNIVERSITY HAS 798 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 A, LINE 2 | FAMILY/BUSINESS RELATIONSHIPS ROBERT J. KEEGAN AND JOHN M. KELLY - BUSINESS RELATIONSHIP ARUNAS CHESONIS AND LAUNCELOT F. DRUMMOND - BUSINESS RELATIONSHIP ARUNAS CHESONIS AND ROBERT L. CLARK - BUSINESS RELATIONSHIP -------------------- |
| 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, PIKE COMPANY, INC. 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 $ (6,326,843) LOSS ON EXTINGUISHMENT OF DEBT (88,491) CHANGE IN POST RETIREMENT LIABILITY (45,173,988) OTHER CHANGES (3,419,410) ------------ TOTAL $ (55,008,732) |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|
| UNIVERSITY OF ROCHESTER INVESTMENT LLC | |||||||||
| 266 WALLIS HALL | ROCHESTER | NY | 14627 | 160743209 | INVESTING | DE | -$2,564 | $0 | UNIV OF ROCH |
| SPRUCE RISK PURCHASING GROUP LLC | |||||||||
| 263 WALLIS HALL | ROCHESTER | NY | 14627 | 160743209 | INSURANCE | NY | $0 | $0 | UNIV OF ROCH |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (35 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) | 11A,I | HIGHLD HOSP | Yes (true) |
| HIGHLAND FACILITIES DEVELOPMENT CORP | ||||||||||
| 1000 SOUTH AVENUE | ROCHESTER | NY | 14620 | 223039077 | MEDICAL BLDG | NY | 501 (c)(3) | 9 | HIGHLD HOSP | Yes (true) |
| HIGHLAND COMMUNITY DEVELOPMENT CORP | ||||||||||
| 100 HAHNEMANN TRAIL | PITTSFORD | NY | 14534 | 223154715 | ELDER CARE | NY | 501 (c)(3) | 9 | SPHS | Yes (true) |
| THE HIGHLANDS LIVING CENTER INC | ||||||||||
| 500 HAHNEMANN TRAIL | PITTSFORD | NY | 14534 | 223240227 | HEALTHCARE | NY | 501 (c)(3) | 9 | SPHS | Yes (true) |
| THE MEADOWS AT WESTFALL INC | ||||||||||
| 5901 LAC DE VILLE BLVD | ROCHESTER | NY | 14618 | 161502303 | HEALTHCARE | NY | 501 (c)(3) | 9 | SPHS | Yes (true) |
| STRONG PARTNERS HEALTH SYSTEM INC | ||||||||||
| 1000 SOUTH AVENUE | ROCHESTER | NY | 14620 | 161499099 | SUPPORT ORG | NY | 501 (c)(3) | 11A,I | UNIV OF ROCH | Yes (true) |
| STRONG HOME CARE GROUP | ||||||||||
| 2180 EMPIRE BOULEVARD | WEBSTER | NY | 14580 | 222577664 | FUNDRAISING | NY | 501 (c)(3) | 7 | UNIV OF ROCH | Yes (true) |
| VISITING NURSE SRVC OF ROCHESTER & MONRO | ||||||||||
| 2180 EMPIRE BOULEVARD | WEBSTER | NY | 14580 | 160743215 | HEALTHCARE | NY | 501 (c)(3) | 9 | SHCG | Yes (true) |
| COMMUNITY CARE OF ROCHESTER | ||||||||||
| 2180 EMPIRE BOULEVARD | WEBSTER | NY | 14580 | 161561691 | HEALTHCARE | NY | 501 (c)(3) | 9 | SHCG | Yes (true) |
| EXCELL PARTNERS INC | ||||||||||
| 222 WEST RIDGE ROAD | ROCHESTER | NY | 14615 | 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) | 11A,I | UNIV OF ROCH | Yes (true) |
| HIGH TECH ROCHESTER INC | ||||||||||
| 150 LUCIUS GORDON DRIVE SUITE 100 | WEST HENRIETTA | NY | 14586 | 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) | 11A,I | NA | false |
| THE JAMES P WILMOT FOUNDATION INC | ||||||||||
| 387 E MAIN STREET | ROCHESTER | NY | 14604 | 222341413 | SUPPORT ORG | NY | 501 (c)(3) | 11D,III-OTH | NA | false |
| CRITTENDEN BOULEVARD HOUSING CO INC | ||||||||||
| 249 NORTON VILLAGE LANE | ROCHESTER | NY | 14609 | 237035414 | SUPPORT ORG | NY | 501 (c)(3) | 11B,II | UNIV OF ROCH | Yes (true) |
| UNIVERSITY OF ROCHESTER EMPLOYEE BEN TRS | ||||||||||
| 910 GENESEE STREET SUITE 200 | ROCHESTER | NY | 14611 | 161600112 | EMPL BEN TRST | NY | 501 (c)(9) | N/A | UNIV OF ROCH | Yes (true) |
| ROBERT P GIDDINGS TRUST CO TAYLOR | ||||||||||
| GANSON PERRIN 160 FEDERAL ST 20 | BOSTON | MA | 02110 | 046660588 | SUPPORT ORG | MA | 501 (c)(3) | 11A,I | 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) | 11D,III-OTH | UNIV OF ROCH | Yes (true) |
| FRAMEMED FOUNDATION INC | ||||||||||
| 263 WALLIS HALL | ROCHESTER | NY | 14627 | 161490497 | SUPPORT ORG | NY | 501 (c)(3) | 7 | UNIV OF ROCH | Yes (true) |
| MELIORA REAL ESTATE CORPORATION | ||||||||||
| 263 WALLIS HALL | ROCHESTER | NY | 14627 | 452464788 | SUPPORT ORG | NY | 501 (c)(3) | 11A,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) | 11A,I | UNIV OF ROCH | Yes (true) |
| FF THOMPSON SENIOR COMMUNITIES INC | ||||||||||
| 350 PARRISH STREET | CANANDAIGUA | NY | 14424 | 161557494 | ELDER CARE | NY | 501 (c)(3) | 9 | FFTHS INC | Yes (true) |
| PLUTA CANCER CENTER FOUNDATION INC | ||||||||||
| 125 RED CREEK DRIVE | ROCHESTER | NY | 14623 | 270425383 | SUPPORT ORG | NY | 501 (c)(3) | 11A,I | NA | false |
| FINGER LAKES VISITING NURSE SERVICE INC | ||||||||||
| 756 PRE-EMPTION ROAD | GENEVA | NY | 14456 | 223067627 | HEALTHCARE | NY | 501 (c)(3) | 9 | VNSR | Yes (true) |
| FINGER LAKES HOME CARE INC | ||||||||||
| 756 PRE-EMPTION ROAD | GENEVA | NY | 14456 | 161489133 | HEALTHCARE | NY | 501 (c)(3) | 9 | VNSR | 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) | 11D,III-OTH | 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) | 11D,III-OTH | 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) |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EXCELL INNOVATE NY FUND LP | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 222 WEST RIDGE ROAD SUITE 156 | AddressLine1Txt |
| City | ROCHESTER | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14615 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 462405519 | EIN |
| Primary Activities | FUNDING START | PrimaryActivitiesTxt |
| Legal Domicile State | NY | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EXCELL TECH VEN | BusinessNameLine1Txt |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (8 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 PHARMA | NY | HIGHLD HOSP | C CORP | Yes (true) | |||
| UR EQUITY HOLDINGS INC | ||||||||||||
| 110 OFFICE PARK WAY | PITTSFORD | NY | 14534 | 273040889 | HOLDING COMPA | NY | UNIV OF ROCH | C CORP | Yes (true) | -$1,343 | $0 | 1.00000 |
| FFTH PROPERTIES AND SERVICES INC | ||||||||||||
| 350 PARRISH STREET | CANANDAIGUA | NY | 14424 | 161286518 | HOLDING COMPA | NY | FFTHS INC | C CORP | Yes (true) | |||
| EXCELL TECHNOLOGY VENTURES INC | ||||||||||||
| 222 WEST RIDGE ROAD STE 156-1 | ROCHESTER | NY | 14615 | 800909149 | BIOTECH INCUB | NY | ROCH BIOVENTURE | C CORP | Yes (true) | |||
| ACCOUNTABLE HEALTH PARTNERS LLC | ||||||||||||
| 135 CORPORATE WOODS SUITE 320 | ROCHESTER | NY | 14623 | 300787967 | ACCT CARE NET | NY | UNIV OF ROCH | C CORP | Yes (true) | -$1,420,291 | $6,199,891 | 0.72000 |
| CHARITABLE REMAINDER TRUSTS (35) | ||||||||||||
| N/A | NY | NA | TRUST | Yes (true) | ||||||||
| POOLED INCOME FUNDS (3) | ||||||||||||
| N/A | NY | NA | TRUST | false | ||||||||
| IRC SECTION 4947(A)(1) TRUSTS (9) | ||||||||||||
| N/A | NY | NA | TRUST | false | ||||||||
| 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 | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (true) | 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 (34 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| HIGHLAND HOSPITAL OF ROCHESTER INC | ||
| M | $1,897,254 | SERVICE COST |
| HIGHLAND HOSPITAL OF ROCHESTER INC | ||
| R | $24,356,420 | PATIENT COST |
| HIGHLAND HOSPITAL OF ROCHESTER INC | ||
| K | $696,711 | FMV RENT |
| HIGHLAND HOSPITAL OF ROCHESTER INC | ||
| P | $117,563 | NET EXPENSES |
| VISITING NURSE SERVICE OF ROCHESTER & MC INC | ||
| B | $1,725,000 | FMV GIFT |
| VISITING NURSE SERVICE OF ROCHESTER & MC INC | ||
| D | $286,227 | LOAN |
| VISITING NURSE SERVICE OF ROCHESTER & MC INC | ||
| M | $156,082 | SERVICE COST |
| ROCHESTER BIOVENTURE CENTER INC | ||
| K | $666,205 | RENTAL COST |
| ROCHESTER BIOVENTURE CENTER INC | ||
| P | $102,487 | NET EXPENSES |
| THE MEADOWS AT WESTFALL INC | ||
| B | $1,299,252 | FMV GIFT |
| THE MEADOWS AT WESTFALL INC | ||
| P | $458,464 | NET EXPENSES |
| HIGH TECHNOLOGY OF ROCHESTER INC | ||
| P | $158,249 | NET EXPENSES |
| THE FREDERICK FERRIS THOMPSON HOSPITAL | ||
| K | $88,598 | RENTAL COST |
| THE FREDERICK FERRIS THOMPSON HOSPITAL | ||
| M | $68,003 | SERVICE COST |
| THE FREDERICK FERRIS THOMPSON HOSPITAL | ||
| P | $443,204 | NET EXPENSES |
| THE FREDERICK FERRIS THOMPSON HOSPITAL | ||
| R | $71,750 | PATIENT COST |
| ACCOUNTABLE HEALTH PARTNERS LLC | ||
| R | $14,929,849 | FMV COST |
| HIGHLAND HOSPITAL OF ROCHESTER INC | ||
| L | $67,731,398 | SERVICE COST |
| HIGHLAND HOSPITAL OF ROCHESTER INC | ||
| Q | $854,709 | NET EXPENSES |
| EXCELL PARTNERS INC | ||
| C | $215,000 | SERVICE COST |
| VISITING NURSE SERVICE OF ROCHESTER & MC INC | ||
| A | $1,217 | INTEREST COST |
| VISITING NURSE SERVICE OF ROCHESTER & MC INC | ||
| L | $329,968 | SERVICE COST |
| THE MEADOWS AT WESTFALL INC | ||
| J | $717,621 | FMV RENT |
| THE MEADOWS AT WESTFALL INC | ||
| L | $71,606 | SERVICE COST |
| THE MEADOWS AT WESTFALL INC | ||
| S | $144,000 | FMV RES FUND |
| THE HIGHLANDS LIVING CENTER INC | ||
| L | $171,626 | SERVICE COST |
| THE FREDERICK FERRIS THOMPSON HOSPITAL | ||
| L | $534,049 | SERVICE COST |
| THE FREDERICK FERRIS THOMPSON HOSPITAL | ||
| Q | $223,292 | NET EXPENSES |
| ACCOUNTABLE HEALTH PARTNERS LLC | ||
| L | $4,815,245 | SERVICE COST |
| ACCOUNTABLE HEALTH PARTNERS LLC | ||
| Q | $129,293 | NET EXPENSES |
| ACCOUNTABLE HEALTH PARTNERS LLC | ||
| S | $918,001 | GAIN SHARING CO |
| CRITTENDEN BOULEVARD HOUSING COMPANY INC | ||
| Q | $591,466 | NET EXPENSES |
| CRITTENDEN BOULEVARD HOUSING COMPANY INC | ||
| K | $100,200 | RENTAL COST |
| UR REAL ESTATE CORPORATION | ||
| A | $284,817 | INTEREST COST |
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