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Prokop Newman 2.0 X 0 0 0 M Lee Pearce 1.0 X 0 0 0 Jorge M Perez 1.0 X 0 0 0 Aaron S Podhurst 10.0 X 0 0 0 Matthew E Rubel 1.0 X 0 0 0 Steven J Saiontz 1.0 X 0 0 0 Eduardo M Sardina 1.0 X 0 0 0 Maria Lamas Shojaee 1.0 X 0 0 0 Laurie S Silvers Esq 2.0 X 0 0 0 HT Smith Jr Esq 5.0 X 0 0 0 Steven Sonberg Esq 1.0 X 0 0 0 E Roe Stamps IV 10.0 X 0 0 0 Ronald G Stone 10.0 X 0 0 0 Robert C Strauss 4.0 X 0 0 0 Bruce E Toll 1.0 X 0 0 0 Patricia W Toppel 2.0 X 0 0 0 Barbara A Weintraub 1.0 X 0 0 0 Carlos M de la Cruz Sr 2.0 X 0 0 0 Sherwood M Weiser 1.0 X 0 0 0 Mike Abrams 1.0 X 0 0 0 Betty Amos 1.0 X 0 0 0 Stan Arkin 5.0 X 0 0 0 Jose P Bared 1.0 X 0 0 0 Patrick Barron 2.0 X 0 0 0 Fred Berens 1.0 X 0 0 0 M Anthony Burns 1.0 X 0 0 0 Charles E Cobb 10.0 X 0 0 0 Nicholas A Crane 1.0 X 0 0 0 Enrique Falla 2.0 X 0 0 0 Alfonso Fanjul 1.0 X 0 0 0 Phillip Frost 1.0 X 0 0 0 Steven J Green 1.0 X 0 0 0 Carlos M Gutierrez 1.0 X 0 0 0 Arthur H Hertz 2.0 X 0 0 0 Fredric A Hoffman 1.0 X 0 0 0 David Kraslow 1.0 X 0 0 0 Arva Parks McCabe 1.0 X 0 0 0 Lois Pope 1.0 X 0 0 0 Alex E Rodriguez 1.0 X 0 0 0 Carlos A Saladrigas 1.0 X 0 0 0 David Weaver 1.0 X 0 0 0 G Ed Williamson 2.0 X 0 0 0 Thomas D Wood 6.0 X 0 0 0 Dany Garcia 3.0 X 0 0 0 William L Morrison 2.0 X 0 0 0 Leonard Abess 1.0 X 0 0 0 Marc Buoniconti 1.0 X 0 0 0 Peggy M Hollander 1.0 X 0 0 0 Jacqueline F Nespral 1.0 X 0 0 0 David I Fuente 1.0 X 0 0 0 Florence Hecht 1.0 X 0 0 0 Archie L Monroe 1.0 X 0 0 0 Marta S Weeks 1.0 X 0 0 0 T Mechelle Francis 1.0 X 0 0 0 Donna E Shalala PhD 60.0 X 906612 0 255807 Thomas J LeBlanc PhD 55.0 X 670258 0 50831 P Goldschmidt-Clermont MD 100.0 X 1072117 0 45801 Joseph T Natoli 65.0 X 612898 0 43931 Sergio M Gonzalez 60.0 X 519421 0 40144 Bart Chernow MD 65.0 X 563450 0 40197 John Shipley 50.0 X 0 0 0 Diane M Cook 55.0 X 403385 0 49203 William J Donelan 65.0 X 753945 0 36756 Rodolfo Fernandez 50.0 X 195728 0 29092 Larry D Marbert 50.0 X 322001 0 43410 Jacqueline R Menendez 45.0 X 200389 0 82780 Paul M Orehovec 60.0 X 359865 0 65451 M Lewis Temares PhD 65.0 X 444885 0 2811 Aileen M Ugalde 60.0 X 450670 0 40063 Patricia A Whitely 75.0 X 276546 0 47565 Nerissa Morris 55.0 X 191348 0 1069 Aida G Diaz-Piedra 80.0 X 259205 0 71251 Leslie Dellinger Aceituno 60.0 X 135145 0 21158 William W O'Neill MD 60.0 X 881212 0 44193 Michele Chulick 60.0 X 467290 0 16132 Barth A Green 70.0 X 859068 0 47197 Alan S Livingstone 65.0 X 908708 0 42840 Timothy G Murray 65.0 X 1070438 0 44964 Mark S Soloway 65.0 X 951466 0 41153 Donald Williams 65.0 X 896202 0 37332 John G Clarkson 60.0 X 431713 0 42908 Alan J Fish 55.0 X 418045 0 65323 Luis Glaser 55.0 X 180322 0 41814 15402332 0 1391176 2120 true true false JACKSON MEMORIAL HOSPITAL 1161 NW 12TH AVENUE MIAMI FL 33136 HOSPITAL SERVICES 16145532 ARRELLANO CONSTRUCTION CO 7255 NW 19 STREET STE B MIAMI FL 33126 CONSTRUCTION SERVICE 24298435 UNICCO SERVICE CO 7417 US HWY 64 E STE 105-107 KNIGHTDALE NC 27545 JANITORIAL SERVICES 15945103 MOSS AND ASSOCIATIONS LLC 2101 N 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752977991 794108 2972458 137165000 88396667 469256214 549339735 1597304433 1623916810 X 788531868 830050805 170316356 154422126 356079159 373666289 1314927383 1358139220 2912231816 2982056030 X false true true X true true X 0 295972 295972 2395681019 2395976991 1000000 250000 1000000 1000000 1000000 1000000 4000000 6000000 168850 235353 293757 295972 993932 250000 250000 250000 250000 1000000 1500000 0 0 0 0 0 498760 49681269 0 0 X X X X false true 21535 0 21535 false 538605730 25696152 86621587 5993766 26693383 618236320 736238938 20846313 -183817432 6488508 28173581 538605730 0.44680 0.50580 0.04740 false false 91090486 91090486 1476762129 539111964 937650165 32622847 21070820 11552027 498305981 290135073 208170908 263238648 77312720 185925928 1434389514 FINANCIAL DERIVATIVES -2819945 F LIMITED PARTNERSHIPS 547366086 F MUTUAL FUNDS 107410202 F OTHER 15774029 F 667730372 0 MEDICAL SELF-INSURANCE RES. 80834338 OTHER LIABILITIES 125270521 REFUNDABLE FED. STUDENT LOANS 22975717 REFUNDABLE DEPOSITS 894044 ANNUITIES PAYABLE 8497128 ACCRUED POSTRETIREMENT BENEFIT COST 310867987 549339735 2426857426 2399473479 27383947 69077883 -53249993 15827890 43211837 2302126700 69077883 69077883 2233048817 7562405 186246204 193808609 2426857426 2205664870 2205664870 7562405 186246204 193808609 2399473479 ART COLLECTION PART III, LINE 4 THE UNIVERSITY'S PERMANENT ART COLLECTION NUMBERS 17,500 OBJECTS WITH NOTABLE STRENGTHS IN GRECO-ROMAN, RENAISSANCE AND BAROQUE, 18TH-21ST CENTURY EUROPEAN AND AMERICAN, ASIAN, AFRICAN, ANCIENT AND NATIVE AMERICAN, AND OCEANIC ART. THE PERMANENT COLLECTION IS HOUSED IN THE UNIVERSITY'S LOWE ART MUSEUM WHICH SERVES THE UNIVERSITY, SOUTH FLORIDA AND NATIONAL AND INTERNATIONAL VISITORS AS A TEACHING AND RESEARCH RESOURCE. TRAVELING EXHIBITIONS AND LOANS OF INDIVIDUAL WORKS FROM THE PERMANENT COLLECTION ARE ORGANIZED TO EXPAND KNOWLEDGE AND APPRECIATION OF ART. SINCE 1950, THE MUSEUM AND ITS COLLECTION HAVE SUPPORTED, EXTENDED, AND ENRICHED THE EDUCATIONAL MISSION OF THE UNIVERSITY FOR STUDENTS, FACULTY, SCHOLARS, AND VISITORS TO SOUTH FLORIDA, TO APPRECIATE AND MORE FULLY UNDERSTAND ART AND ITS HISTORY. IN 1987, THE LOWE WAS DESIGNATED A "MAJOR CULTURAL INSTITUTION" BY THE STATE OF FLORIDA. TRUST, ESCROW AND CUSTODIAL ARRANGEMENTS PART IV, LINE 1B THE UNIVERSITY WAS TRUSTEE FOR AN OUTSIDE TRUST DURING THE FISCAL YEAR ENDED MAY 31, 2010. DURING THE YEAR ENDED MAY 31, 2010 THE UNIVERSITY RECEIVED THE REMAINDER OF THE ASSETS UPON THE PASSING OF THE TRUST'S BENEFICIARY. ENDOWMENT FUNDS PART V, LINE 4 THE UNIVERSITY'S ENDOWMENT IS USED TO SUPPORT THE UNIVERSITY'S MISSION WHICH IS TO EDUCATE AND NURTURE STUDENTS, TO CREATE KNOWLEDGE THROUGH ITS COMPREHENSIVE RESEARCH PROGRAMS, AND TO PROVIDE PATIENT CARE SERVICES TO ITS COMMUNITY AND BEYOND. DISTRIBUTIONS FROM THE UNIVERSITY'S ENDOWMENT ARE MAINLY USED FOR STUDENT SCHOLARSHIPS AND FELLOWSHIPS, ENDOWED CHAIRS, RESEARCH, SCHOOL/COLLEGE SUPPORT, ACADEMIC PROGRAM SUPPORT, LIBRARY SUPPORT, AND GENERAL UNIVERSITY SUPPORT. OTHER CHANGES IN NET ASSETS PART XI, LINE 8 PENSION RELATED CHANGES OTHER THAN NET PERIODIC BENEFIT COST $53,249,993. OTHER REVENUE AND EXPENSE RECONCILING ITEMS PART XII AND XIII, LINE 4B TUITION DISCOUNTING $154,258,253 AND GRANTS AND CONTRACTS PASSED-THROUGH TRANSACTIONS FROM SPONSORING AGENCIES $36,304,163. LESS: NON-PROGRAM RELATED RENTAL EXPENSES $3,479,707; COST OF SALES OF INVENTORIES/OTHER ASSETS $131,603; AND DIRECT EXPENSES RELATED TO FUNDRAISING EVENTS $704,902. FIN 48 FOOTNOTE SCHEDULE D, PART X, 2. In September 2009, the FASB issued ASC 740 (Update No. 2009-06, Income Taxes - Implementation Guidance on Accounting Standards for Uncertainty in Income Taxes and Disclosure Amendments for Nonpublic Entities: An Interpretation of SFAS No. 109). The standard provides practical implementation guidance on uncertain tax positions taken by an entity. The University adopted this standard for the fiscal year ended May 31, 2010. The University's management analyzed its tax positions and determined that no income tax adjustment related to the adoption of this standard is necessary. true true false SEE SCHEDULE O true true true true false false false false false false false false true false THE UNIVERSITY RECEIVES FINANCIAL ASSISTANCE IN THE FORM OF GRANTS TO AWARD SCHOLARSHIPS AND FELLOWSHIPS TO STUDENTS ATTENDING THE UNIVERSITY. IN ADDITION, GOVERNMENT AGENCIES AWARD GRANTS TO THE UNIVERSITY TO CONDUCT RESEARCH STUDIES IN A WIDE VARIETY OF SCIENTIFIC, SOCIAL, TECHNOLOGY AND OTHER AREAS AND FOR THE TRAINING OF INDIVIDUALS INTERESTED IN PURSUING RESEARCH CAREERS. true true East Asia and the Pacific 0 0 Program Services GRANTS TO RECIPIENTS 82217 Europe (Including Iceland and Greenland) 0 0 Program Services GRANTS TO RECIPIENTS 171592 North America 0 0 Program Services GRANTS TO RECIPIENTS 483040 South America 0 0 Program Services GRANTS TO RECIPIENTS 103472 South Asia 0 0 Program Services GRANTS TO RECIPIENTS 93674 Central America and the Caribbean 0 0 Program Services GRANTS TO RECIPIENTS 512096 Sub-Saharan Africa 0 0 Program Services GRANTS TO RECIPIENTS 199252 East Asia and the Pacific 0 0 Program Services TRAVEL-INST RSRCH & ED 411268 Europe (Including Iceland and Greenland) 0 0 Program Services TRAVEL-INST RSRCH & ED 1405705 North America 0 0 Program Services TRAVEL-INST RSRCH & ED 274486 South America 0 0 Program Services TRAVEL-INST RSRCH & ED 401305 South Asia 0 0 Program Services TRAVEL-INST RSRCH & ED 133477 Central America and the Caribbean 0 0 Program Services TRAVEL-INST RSRCH & ED 358265 Sub-Saharan Africa 0 0 Program Services TRAVEL-INST RSRCH & ED 171175 Middle East and North Africa 0 0 Program Services TRAVEL-INST RSRCH & ED 227346 Russia and the Newly Independent States 0 0 Program Services TRAVEL-INST RSRCH & ED 8141 0 0 5036511 Cent. America/Caribbean RESEARCH 512096 Wire Transfe 0 n/a n/a East Asia/Pacific RESEARCH 82217 Check 0 n/a n/a Europe/Iceland/Greenland RESEARCH 40000 Check 0 n/a n/a Europe/Iceland/Greenland RESEARCH 42600 Wire Transfe 0 n/a n/a Europe/Iceland/Greenland RESEARCH 88992 Wire Transfe 0 n/a n/a North America RESEARCH 10800 Check 0 n/a n/a North America RESEARCH 15660 Check 0 n/a n/a North America RESEARCH 15660 Check 0 n/a n/a North America RESEARCH 18360 Check 0 n/a n/a North America RESEARCH 21060 Check 0 n/a n/a North America RESEARCH 22680 Check 0 n/a n/a North America RESEARCH 23760 Check 0 n/a n/a North America RESEARCH 111176 Check 0 n/a n/a North America RESEARCH 200864 Check 0 n/a n/a North America RESEARCH 40321 Wire Transfe 0 n/a n/a South America RESEARCH 79135 Check 0 n/a n/a South America RESEARCH 24337 Wire Transfe 0 n/a n/a South Asia RESEARCH 93674 Wire Transfe 0 n/a n/a Sub-Saharan Africa RESEARCH 197660 Wire Transfe 0 n/a n/a 0 20 PROCEDURES FOR MONITORING GRANTS OUTSIDE THE UNITED STATES SCHEDULE F, PART 1, LINE 2 THE UNIVERSITY OF MIAMI AWARDS GRANTS AS SUBCONTRACTS TO FOREIGN ORGANIZATIONS FOR THE PURPOSE OF CONDUCTING RESEARCH AND RESEARCH TRAINING. PRIOR TO THE UNIVERSITY AWARDING THE SUBCONTRACT, THE ORGANIZATION IS REQUIRED TO SUBMIT THE PROPOSED SCOPE OF WORK AND A BUDGET. ONCE REVIEWED AND APPROVED, A FORMAL SUBCONTRACT IS ISSUED WITH THE TERMS AND CONDITIONS OF THE AWARD. TO COMPLY WITH TERMS AND CONDITIONS OF THE SUBCONTRACT, THE FOREIGN ORGANIZATION MUST SUBMIT AN INVOICE TOGETHER WITH SUPPORTING DOCUMENTATION. UPON RECEIPT OF THE INVOICE, THE FACULTY MEMBER AT THE UNIVERSITY OF MIAMI RESPONSIBLE FOR THE GRANT AND THE SCIENCE OR HIS/HER DESIGNEE APPROVES THE INVOICE FOR PAYMENT. IN ADDITION, MONITORING OF THE SCIENCE IS CONDUCTED BY THE UNIVERSITY OF MIAMI FACULTY MEMBER RESPONSIBLE FOR THE GRANT VIA SITE VISITS, CORRESPONDENCE, PHONE CALLS, ETC. REPORTS REQUIRED UNDER THE TERMS AND CONDITIONS OF THE SUBCONTRACT ARE SUBMITTED BY THE GRANTEE. ACTIVITY EXPENDITURES SCHEDULE F, PART I, LINE 3, COLUMN F EXPENDITURES ARE RECORDED BASED ON THE ACCRUAL METHOD OF ACCOUNTING AND ARE RECORDED WHEN INCURRED. Dinner Gala 351394 312473 38921 10391 59710 700 68276 Dinner Dance 359316 314943 44373 62033 6250 44404 17 1411162 946988 464174 9469 3000 138724 1000 300945 2121872 1574404 547468 19860 3000 260467 7950 413625 704902 -157434 true false X true X true X true true true false false 14986000 2698175 12287825 0.00510 49609950 35997368 13612582 0.00570 0 0 0 0.00000 64595950 38695543 25900407 0.01080 3896212 5999 3890213 0.00160 9911968 1343747 8568221 0.00360 3181001 0 3181001 0.00130 150768867 0 150768867 0.06280 301179 0 301179 0.00010 168059227 1349746 166709481 0.06940 232655177 40045289 192609888 0.08020 1756379 0 1756379 0.00000 1756379 0 1756379 0.00000 true 9384551 0 179720802 187769222 -8048420 X true true UNIVERSITY OF MIAMI HOSPITAL

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X X X UNIVERSITY OF MIAMI HOSPITAL AND CLINICS

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X X ANNE BATES LEACH EYE HOSPITAL

900 NW 17 STREET MIAMI FL 33136

X X THE MEDICARE COST REPORT WAS USED. SUBSIDIZED HEALTH SERVICES INCLUDE COSTS ATTRIBUTABLE TO PEDIATRIC CLINICS TOTALING A NET EXPENSE OF $1,196,114. (1) A "RATIO OF COST TO CHARGES (RCC)" WAS USED BASED ON THE MEDICARE/MEDICAID COST REPORT. (2) TOTAL BAD DEBT EXPENSE IS DETERMINED USING THE HOSPITAL'S PATIENT ACCOUNTING RECORDS. (3) PATIENTS WHO RENDER SUFFICIENT FINANCIAL INFORMATION TO MAKE A DETERMINATION OF ELIGIBILITY UNDER THE HOSPITAL'S CHARITY CARE POLICY ARE EITHER TREATED AS CHARITY CARE (IF THEY QUALIFY) OR GIVEN A "SELF-PAY" DISCOUNT (IF THEY DO NOT QUALIFY AS CHARITY CARE). (4) THE HOSPITAL'S FINANCIAL STATEMENTS DO NOT CONTAIN A FOOT NOTE CONCERNING BAD DEBT. THE UNIVERSITY'S FINANCIAL STATEMENTS ACCOUNT FOR BAD DEBT AS A REDUCTION OF REVENUE. THE SOURCE OF THIS INFORMATION IS THE MEDICARE COST REPORT DATA, WHICH USES A "COST TO CHARGE" RATIO METHODOLOGY. THE UNIVERSITY OF MIAMI HOSPITAL AND ANNE BATES LEACH EYE HOSPITAL ARE REIMBURSED UNDER THE MEDICARE PROSPECTIVE PAYMENT SYSTEM (PPS). FOR INPATIENT SERVICES, THE REIMBURSEMENT METHODOLOGY IS THE "INPATIENT PROSPECTIVE PAYMENT SYSTEM (IPPS), WHICH USES THE "DIAGNOSTIC RELATED GROUPS (DRGS)" METHODOLOGY TO REIMBURSE THE HOSPITAL. THE DRG AMOUNTS ARE UPDATED BY THE MEDICARE PROGRAM ANNUALLY BY AN UPDATING FACTOR. HOWEVER, THE AMOUNT OF THE UPDATING FACTOR IS ALWAYS SIGNIFICANTLY LESS THAN THE ACTUAL HEALTHCARE INFLATION FACTOR BECAUSE THE MEDICARE PROGRAM INCLUDES A "BUDGET NEUTRALITY" FACTOR FOR THE OVERALL MEDICARE PROGRAM. THUS, THE HOSPITAL DOES NOT RECEIVE FULL REIMBURSEMENT OF ITS COST FOR INPATIENT SERVICES. FOR OUTPATIENT SERVICES, THE REIMBURSEMENT METHODOLOGY IS THE "OUTPATIENT PROSPECTIVE PAYMENT SYSTEM (OPPS)", WHICH USES "AMBULATORY PAYMENT CLASSIFICATIONS (APCS)" TO REIMBURSE THE HOSPITAL. THE APC AMOUNTS ARE UPDATED BY THE MEDICARE PROGRAM ANNUALLY BY AN UPDATING FACTOR. HOWEVER, THE AMOUNT OF THE UPDATING FACTOR IS ALWAYS SIGNIFICANTLY LESS THAN THE ACTUAL HEALTHCARE INFLATION FACTOR BECAUSE THE MEDICARE PROGRAM INCLUDES A "BUDGET NEUTRALITY" FACTOR FOR THE OVERALL MEDICARE PROGRAM. THUS, THE HOSPITAL DOES NOT RECEIVE FULL REIMBURSEMENT OF ITS COST FOR OUTPATIENT SERVICES. THE UNIVERSITY OF MIAMI HOSPITAL AND CLINICS IS A CANCER SPECIALTY HOSPITAL AND, AS SUCH, IS COST BASED REIMBURSED FOR BOTH INPATIENT AND OUTPATIENT SERVICES. FOR INPATIENT SERVICES, THE LIMIT IS THE TEFRA TARGET LIMIT. THE TEFRA TARGET LIMIT IS USUALLY EXCEEDED AND NO PAYMENT IS RECEIVED FROM THE MEDICARE PROGRAM FOR THE EXCESS. THE TEFRA TARGET AMOUNT IS UPDATED BY THE MEDICARE PROGRAM ANNUALLY BY THE TEFRA UPDATING FACTOR. HOWEVER, THE AMOUNT OF THE TEFRA UPDATING FACTOR IS ALWAYS SIGNIFICANTLY LESS THAN THE ACTUAL HEALTHCARE INFLATION FACTOR BECAUSE THE MEDICARE PROGRAM INCLUDES A "BUDGET NEUTRALITY" FACTOR FOR THE OVERALL MEDICARE PROGRAM. FOR OUTPATIENT SERVICES, THE LIMIT IS THE "PAYMENT TO COST RATIO (PCR)". THE PCR IS ESTABLISHED USING A BASE YEAR, WHICH WAS 1996; THUS, IT HAS NOT BEEN UPDATED IN MANY YEARS. UMHC'S PCR IS 85.5% OF COST. THEREFORE, THE HOSPITAL DOES NOT RECEIVE PAYMENT FOR 14.5% OF ITS COST. NOTE 3 OF THE FINANCIAL STATEMENTS READS IN-PART AS FOLLOWS: "THE HOSPITAL PROVIDES CARE TO PATIENTS WHO ARE FINANCIALLY UNABLE TO PAY FOR THE HOSPITAL SERVICES THEY RECEIVE, AND BECAUSE THE HOSPITAL DOES NOT PURSUE COLLECTION OF AMOUNTS DETERMINED TO QUALIFY AS CHARITY CARE, THEY ARE NOT REPORTED IN REVENUE." THE COMMUNITIES HEALTHCARE NEEDS ARE ASSESSED BY THE ORGANIZATION IN COLLABORATION WITH THE MIAMI-DADE COUNTY PUBLIC HEALTH TRUST (PHT). THE ORGANIZATION INFORMS AND EDUCATES PATIENTS THROUGH PUBLIC SERVICE ANNOUNCEMENTS, ADVERTISING AND DEVELOPMENT ACTIVITIES. FURTHER, PATIENTS ARE ASSISTED WITH QUALIFYING FOR MEDICAID AND OTHER STATE PROGRAMS. THE COMMUNITY SERVED BY THE ORGANIZATION IS MIAMI-DADE COUNTY, BROWARD COUNTY AND PALM BEACH COUNTY, WHICH ARE LARGE URBAN AREAS. SINCE THESE SOUTH FLORIDA COUNTIES HAVE A LARGE IMMIGRANT POPULATION, MANY PATIENTS ARE UNINSURED, UNDER INSURED OR MEDICAID RECIPIENTS. THE NATIONAL ECONOMIC CRISIS AND THE HIGH LEVEL OF UNEMPLOYMENT HAVE EXACERBATED THIS ISSUE. INCLUDES CHILD ABUSE PROTECTION AND EMERGENCY RESPONSE TO TERRORISM PROGRAMS. #6) (1) A MAJORITY OF THE HOSPITAL'S GOVERNING BODY IS COMPRISED OF PERSONS WHO RESIDE IN THE HOSPITAL'S PRIMARY SERVICE AREA WHO ARE NEITHER EMPLOYEES NOR CONTRACTORS OF THE HOSPITAL, NOR FAMILY MEMBERS THEREOF. (2) THE HOSPITAL EXTENDS MEDICAL STAFF PRIVILEGES TO ALL QUALIFIED PHYSICIANS IN ITS COMMUNITY FOR SOME OR ALL OF ITS DEPARTMENTS. 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INDIVIDUALS AWARDED FOR THE PURPOSE OF CONDUCTING RESEARCH ARE MONITORED AS FOLLOWS: SUBCONTRACTS ARE ISSUED WITH A DEFINED SCOPE OF WORK AND A BUDGET AND INCLUDE OTHER TERMS AND CONDITIONS SUCH AS FREQUENCY OF REQUIRED REPORTING. THE FACULTY MEMBER AT THE UNIVERSITY OF MIAMI RESPONSIBLE FOR THE GRANT, MONITORS THE SCIENTIFIC PROGRESS VIA SITE VISITS, CORRESPONDENCE, REPORTS, ETC. INVOICES SUBMITTED FOR PAYMENTS BY THE OUTSIDE ORGANIZATION OR BY AN INDIVIDUAL ARE APPROVED BY THE UNIVERSITY OF MIAMI FACULTY MEMBER RESPONSIBLE FOR THE GRANT. GRANTS AND OTHER ASSISTANCE TO INDIVIDUALS IN THE US SCHEDULE I, PART III ASSISTANCE TO THE UNIVERSITY STUDENTS IN THE FORM OF SCHOLARSHIPS ARE AWARDED FOR THE PURPOSE OF AIDING WITH THE COST OF ATTENDING THE UNIVERSITY, I.E., FOR TUITION, HOUSING AND MEALS. SCHOLARSHIPS ARE BASED ON NEED AND ACADEMIC ACHIEVEMENT. TOTAL SCHOLARSHIPS, GRANTS AND LOANS CANNOT EXCEED THE TOTAL COST OF ATTENDANCE. THE UNIVERSITY PUBLISHES CRITERIA FOR THE ELIGIBILITY REQUIREMENTS NEEDED TO AWARD A SCHOLARSHIP. THE AMOUNT OF AID AWARDED IS BASED ON A NEED ANALYSIS FORMULA DEVELOPED BY THE FEDERAL GOVERNMENT AND INCLUDES VERIFICATION OF THE INFORMATION SUBMITTED BY THE STUDENT. 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SHALALA. THE AMOUNTS WERE NOT INCLUDED IN TAXABLE INCOME. HOUSE AND HOUSEHOLD ASSISTANCE SCHEDULE J, PART 1, LINE 1A A HOUSE AND HOUSEHOLD ASSISTANCE IS PROVIDED TO THE PRESIDENT, DONNA E. SHALALA, AT THE CONVENIENCE OF THE EMPLOYER AS A CONDITION OF EMPLOYMENT. THE AMOUNTS WERE NOT INCLUDED IN TAXABLE INCOME. TRAVEL FOR COMPANIONS SCHEDULE J, PART 1, LINE 1A TRAVEL FOR COMPANIONS WAS PROVIDED TO THOMAS J. LEBLANC. THE AMOUNTS WERE INCLUDED IN TAXABLE INCOME. GROSS UP PAYMENTS SCHEDULE J, PART I, LINE 1A GROSS UP PAYMENTS WERE PROVIDED TO NERISSA MORRIS. THE AMOUNTS WERE INCLUDED IN TAXABLE INCOME. CLUB DUES SCHEDULE J, PART I, LINE 1A CLUB DUES WERE PROVIDED FOR SERGIO M. GONZALEZ, THOMAS J. LEBLANC, PAUL M OREHOVEC, DONNA E SHALALA AND M LEWIS TEMARES. THE AMOUNTS WERE INCLUDED IN TAXABLE INCOME. SOCIAL CLUB DUES SCHEDULE J, PART I, LINE 1A SOCIAL CLUB DUES WERE PROVIDED FOR SERGIO M GONZALEZ AND DONNA E SHALALA. THE AMOUNTS WERE NOT INCLUDED IN TAXABLE INCOME. MIAMI-DADE CO EDUC FACILITY AUTHORITY 596000573 59333AFW6 2007-04-26 473302567 SEE SCHEDULE O false false MIAMI-DADE CO EDUC FACILITY AUTHORITY 596000573 59333AJW2 2008-05-08 293597924 SEE SCHEDULE O false false 478807466 303488126 85481 6458037 168775822 2009 true true false true 294970274 2147920 292822354 2009 true false true true false true true true true 0.00483 0.00058 0.00541 true false false true false true 0.00000 0.00000 0.00000 true false false false true BAYERISCHE LANDESB 2.08 true true false false false false true AEGONTRANS-OCCID 2.5 true false true WILLIAM O'NEIL MORTGAGE ASSISTANCE X 300000 300000 false false true 300000 SHERWOOD M WEISER TRUSTEE 200962 HOTEL RENTAL & SERVICES false THOMAS J LEBLANC OFFICER 23999 FAMILY MEMBER EMPLOYMENT false X 124 498760 FAIR MARKET VALUE X 96 12231481 FAIR MARKET VALUE X 469 14077 FAIR MARKET VALUE X EQUIPMENT 5 6050873 FAIR MARKET VALUE X PHOTOS 35 1180 FAIR MARKET VALUE X AUCTION ITEMS 551 0 SEE PART II 27 false true true NUMBER OF CONTRIBUTIONS PART I, COLUMN B THE NUMBER REPORTED IN COLUMN B REPRESENTS THE NUMBER OF ITEMS RECEIVED EXCEPT FOR ITEMS DONATED FOR SALE AT FUNDRAISING EVENT AUCTIONS WHICH ARE NOTED BASED ON THE NUMBER OF CONTRIBUTIONS. REAL ESTATE PROPERTY PART I, LINE 17 AND 33 THE UNIVERSITY OF MIAMI'S POLICY IS TO RECORD THE VALUE OF DONATED REAL ESTATE FOR ACCOUNTING PURPOSES AT $1 IF THE UNIVERSITY IS NOT ABLE TO USE THE ASSET IN ITS EXEMPT MISSION. AT SUCH TIME AS THE REAL ESTATE IS SOLD, THE PROCEEDS OF THE SALE ARE RECORDED AS CONTRIBUTION REVENUE. THIRD PARTY OR RELATED ORGANIZATIONS UTILIZED PART I, LINE 32 A THE UNIVERSITY UTILIZES EXTERNAL BROKERS TO SELL SECURITIES WHEN THE DONATED SECURITIES ARE NOT DEEMED TO FIT INTO THE UNIVERSITY'S INVESTMENT PORTFOLIO. ITEMS INCLUDED ON SCHEDULE M NOT IN REVENUE PART I, LINE 27 COLUMNS B AND C INCLUDE ITEMS DONATED FOR SALE AT FUNDRAISING EVENT AUCTIONS (SUCH AS GIFT CERTIFICATES, ETC.) WHICH ARE SUBSEQUENTLY SOLD AT FUNDRAISING EVENT AUCTIONS BUT WHICH ARE NOT INCLUDED ON FORM 990, PART VIII, LINE I(G). LOCATION OF ATTACHMENT DISCLOSURES VARIOUS IN ACCORDANCE WITH CHANGES IN THE REQUIRED IRS ELECTRONIC FILING SCHEMA, ALL ATTACHMENTS HAVE BEEN RELOCATED FROM THE END OF THE RETURN TO THE END OF SCHEDULE O. THEREFORE, ANY REFERENCES THROUGHOUT THE RETURN TO AN ATTACHMENT DETAIL WILL BE FOUND ON SCHEDULE O. ORGANIZATION'S MISSION FORM 990- PART III, LINE 1 THE UNIVERSITY OF MIAMI'S MISSION IS TO EDUCATE AND NURTURE STUDENTS, TO CREATE KNOWLEDGE THROUGH ITS COMPREHENSIVE RESEARCH PROGRAMS, AND TO PROVIDE PATIENT CARE SERVICES TO OUR COMMUNITY AND BEYOND. COMMITTED TO EXCELLENCE AND PROUD OF THE DIVERSITY OF OUR UNIVERSITY FAMILY, WE STRIVE TO DEVELOP FUTURE LEADERS OF OUR NATION AND THE WORLD. PROGRAM SERVICE FORM 990- PART III, LINE 4A INSTRUCTION, ACADEMIC SUPPORT, STUDENT SERVICES, SCHOLARSHIPS AND FELLOWSHIPS: THE UNIVERSITY, A PRIVATELY ENDOWED INSTITUTION OF HIGHER EDUCATION, CURRENTLY ENROLLS 15,657 STUDENTS IN APPROXIMATELY 114 UNDERGRADUATE, 108 MASTERS AND 53 DOCTORAL AREAS OF STUDY. STUDENTS REPRESENT ALL 50 STATES AND 110 FOREIGN COUNTRIES. EXPENSES IN CONNECTION WITH THE EDUCATIONAL MISSION INCLUDE THE COSTS OF STUDENT INSTRUCTION, LIBRARIES, THE LOWE ART MUSEUM, STUDENT REGISTRATION, ADMISSIONS, COUNSELING, AND THE COSTS OF SCHOLARSHIPS AND FELLOWSHIPS (GRANTS) AWARDED TO STUDENTS TO AID WITH THE COSTS OF ATTENDING THE UNIVERSITY. ACHIEVEMENTS BY DIFFERENT SCHOOLS INCLUDE: THE SCHOOL OF LAW ESTABLISHED THE NATIONS' FIRST THERAPEUTIC JURISPRUDENCE CENTER CONDUCTING THEORETICAL AND EMPIRICAL RESEARCH USING BEHAVIORAL SCIENCES TO INCREASE THE UNDERSTANDING OF LAW; THE MARINE SCHOOL LAUNCHED A FIRST-OF-ITS KIND INTERACTIVE DATABASE -THE DIGITAL ATLAS OF MARINE SPECIES AND LOCATIONS - WHICH VISUALLY CATALOGUES MARINE LIFE WHILE PROVIDING ENCYCLOPEDIC CONTENT TO USERS; A NEW MARINE CONSERVATION PROGRAM WAS LAUNCHED THAT WILL FOCUS ON ADVANCING OCEAN RESEARCH THROUGH HANDS-ON FIELD AND VIRTUAL LEARNING EXPERIENCES FOR HIGH SCHOOL AND UNIVERSITY STUDENTS; THE COLLEGE OF ARTS & SCIENCES ESTABLISHED A SOUTH FLORIDA FIRST CENTER FOR THE HUMANITIES DEDICATED TO SUPPORTING HUMANITIES AND SOCIAL SCIENCE RESEARCH AND TEACHING; THE COLLEGE OF ENGINEERING UNVEILED THE VIRTUAL ACADEMIC COMPUTING PLATFORM THAT ALLOWS STUDENTS TO ACCESS SOPHISTICATED SOFTWARE APPLICATIONS VIA A NUMBER OF ELECTRONIC DEVICES; THE SCHOOL OF NURSING GRADUATES THE FIRST CLASS FROM THE DOCTOR OF NURSING PRACTICE PROGRAM WHICH PREPARES EXPERT NURSE PRACTICIONERS TO DESIGN, ADMINISTER AND EVALUATE PRACTICE INTERVENTIONS AND HEALTH CARE SYSTEMS WITH A FOCUS ON REDUCING HEALTH DISPARITIES. PROGRAM SERVICE FORM 990- PART III, LINE 4B THE UNIVERSITY'S COMPREHENSIVE RESEARCH ENTERPRISE EMBRACES A VAST RANGE OF DISCIPLINES IN FIELDS SUCH AS PHYSICS, ENGINEERING, MEDICINE, BIOCHEMISTRY, ATMOSPHERIC AND OCEANOGRAPHIC SCIENCES, TO NAME A FEW. RESEARCH INVESTIGATIONS CONDUCTED INCLUDED: STUDIES TO IMPROVE THE INTERFACE BETWEEN ELDERS AND INFORMATION TECHNOLOGY TO INCREASE ACCESS TO SERVICES, IMPROVING OUTCOMES FOR DIABETIC PATIENTS WHO RECEIVE ISLET CELL TRANSPLANTS TO ACHIEVE INSULIN INDEPENDENCY, MONITORING ELECTRICAL, CHEMICAL AND MECHANICAL CHARACTERISTICS OF ENGINEERED TISSUE TO PREDICT GROWTH, UNRAVELING MEDICAL MYSTERIES BEHIND AUTISM, ALZHEIMER'S AND OTHER COMMON DISEASES VIA GENETIC STUDIES, CANCER RESEARCH IN A LARGE NUMBER OF DISCIPLINES, AND MARINE CURRENTS AND MOVEMENT OF OIL IN THE RECENT GULF OIL SPILL. THE CENTER FOR AUTISM CONDUCTED RESEARCH IN A VARIETY OF DISCIPLINES TO BETTER UNDERSTAND THE CAUSES AND POTENTIAL TREATMENTS FOR THE DISORDER; AND THE DEPARTMENT OF OPHTHALMOLOGY STUDIED HOW TO IDENTIFY THE FAMILY OF GENES THAT CONTROL THE OPTIC NERVE'S ABILITY TO REGENERATE, JUST TO NAME A FEW. PROGRAM SERVICE FORM 990- PART III, LINE 4C HEALTH CARE IS PROVIDED BY FACULTY MEMBERS AT THE MILLER SCHOOL OF MEDICINE, AT THE THREE UNIVERSITY HOSPITALS AS WELL AS AT MORE THAN TWO DOZEN CLINICAL SITES IN SOUTH FLORIDA. THE FLAGSHIP UNIVERSITY OF MIAMI HOSPITAL IS A 560 BED, ACUTE CARE FACILITY, OFFERING SPECIALTY SERVICES IN CARDIOLOGY, WOMEN'S SERVICES, NEUROLOGY, ORTHOPAEDICS, PAIN MANAGEMENT, PHYSICAL THERAPY, PSYCHIATRY AND OTHER AREAS. THE MISSION OF THE UHEALTH SYSTEM IS TO "DELIVER HIGH-CALIBER COMPASSIONATE HEALTH CARE, ADVANCE PATIENT CARE THROUGH APPLIED RESEARCH, EDUCATE THE NEXT GENERATION OF MEDICAL LEADERS AND CONTRIBUTE TO A HEALTHIER WORLD." AMONG THE ACCOMPLISHMENTS OF THE SCHOOL OF MEDICINE ARE: FOR THE SEVENTH YEAR IN A ROW, U.S. NEWS AND WORLD REPORT RANKED THE UNIVERSITY'S BASCOM PALMER EYE INSTITUTE, AS THE NUMBER ONE OPTHALMIC HOSPITAL IN THE COUNTRY IN PROVIDING EYE CARE. THREE OTHER CLINICAL SPECIALTIES AT THE UNIVERSITY WERE ALSO RANKED AMONG THE NATION'S BEST. AFTER THE EARTHQUAKE IN HAITI, THE FACULTY AND STAFF OF THE UNIVERSITY VOLUNTEERED AND ESTABLISHED MAKE SHIFT HOSPITALS TO TREAT THE HUNDREDS OF WOUNDED PEOPLE, BRINGING NEEDED MEDICAL EXPERTISE AND SUPPLIES TO THAT COUNTRY WHICH WAS DEVASTATED BY THE NATURAL CATASTROPHE. THE ASSOCIATION OF MEDICAL COLLEGES HONORED THE UNIVERSITY WITH A "SPECIAL AWARD OF EXCEPTIONAL SERVICE" FOR ITS UNPRECEDENTED RELIEF EFFORT IN HAITI AND REFLECTED THAT "THE UNIVERSITY OF MIAMI MILLER SCHOOL OF MEDICINE LAID THE FOUNDATION FOR WHAT WOULD BECOME ONE OF THE MOST SUCCESSFUL POST-DISASTER EMERGENCY MEDICAL RESPONSES EVER MOUNTED BY A UNIVERSITY". OTHER PROGRAM SERVICES FORM 990- PART III, LINE 4D EXPENSES PRIMARILY REPRESENT AUXILIARY ENTERPRISES, INCLUDING INTERCOLLEGIATE ATHLETICS, PARKING, STUDENT HOUSING AND STUDENT DINING. OTHER PROGRAM SERVICES REVENUES PRIMARILY REPRESENT AUXILIARY ENTERPRISES REVENUE, INVESTMENT INCOME, AND INVESTMENT LOSSES. FOREIGN COUNTRIES FORM 990- PART V, LINE 4B SEE ATTACHMENT 2 FAMILY AND BUSINESS RELATIONSHIPS FORM 990- PART VI, SECTION A, LINE 2 STUART MILLER, TRUSTEE, AND STEVEN SAIONTZ, TRUSTEE- FAMILY RELATIONSHIP;STUART MILLER TRUSTEE, STEVEN SAIONTZ, TRUSTEE, AND DONNA SHALALA, OFFICER- BUSINESS RELATIONSHIP; JOSE ARRIOLA, TRUSTEE, GEORGE FELDENKREIS, TRUSTEE, JOSEPH NATOLI, OFFICER- BUSINESS RELATIONSHIP; MICHAEL FERNANDEZ, TRUSTEE, ROGER MEDEL, TRUSTEE, CARLOS SALADRIGAS, TRUSTEE, PHILLIP FROST, TRUSTEE- BUSINESS RELATIONSHIP; MICHAEL FERNANDEZ, TRUSTEE, DANY GARCIA, TRUSTEE, ROGER MEDEL, TRUSTEE, MANUEL KADRE, TRUSTEE, PASCAL GOLDSCHMIDT, OFFICER-BUSINESS RELATIONSHIP; CHARLES COBB, TRUSTEE, JORGE PEREZ, TRUSTEE- BUSINESS RELATIONSHIP; PHILLIP T. FROST, TRUSTEE, PASCAL GOLDSCHMIDT, OFFICER- BUSINESS RELATHIONSHIP; PHILLIP T. FROST, TRUSTEE, WILLIAM O'NEILL, KEY EMPLOYEE-BUSINESS RELATIONSHIP BOARD REVIEW OF FORM 990 FORM 990- PART VI, SECTION B, LINE 11 AND 11A PROCESS BY WHICH THE GOVERNING BODY WAS PROVIDED A COPY OF FORM 990 PRIOR TO FILING: FORM 990 IS PREPARED BY THE UNIVERSITY'S OFFICE OF THE CONTROLLER AND REVIEWED BY KPMG, LLP. ONCE THE REVIEW IS COMPLETED, FORM 990 IS SUBMITTED ANNUALLY TO THE AUDIT AND COMPLIANCE COMMITTEE OF THE BOARD OF TRUSTEES AT LEAST ONE WEEK PRIOR TO A REGULARLY SCHEDULED MEETING. THE AUDIT AND COMPLIANCE COMMITTEE REVIEWS, ANALYZES AND REQUESTS CLARIFICATION AS NECESSARY. IF AFTER REVIEW BY THE AUDIT AND COMPLIANCE COMMITTEE, ANY CHANGES ARE INCORPORATED IN FORM 990, THE CHANGES ARE SUBMITTED TO THE MEMBERS OF THE AUDIT AND COMPLIANCE COMMITTEE PRIOR TO FILING THE FORM. ONCE THE AUDIT AND COMPLIANCE COMMITTEE HAS PERFORMED THEIR REVIEW, AND ALL QUESTIONS HAVE BEEN SATISFACTORILY ANSWERED, APPROVAL IS GIVEN TO FILE THE RETURN BY THE DUE DATE. THE APPROVAL IS CONTEMPORANEOUSLY DOCUMENTED IN THE MEETING MINUTES OF THE AUDIT AND COMPLIANCE COMMITTEE. ALL VOTING MEMBERS OF THE BOARD RECEIVE AN ELECTRONIC COPY OF THE FORM 990 PRIOR TO FILING. MONITORING AND COMPLIANCE WITH CONFLICT OF INTEREST POLICY FORM 990-PART VI-SECTION B, LINE 12C THE OFFICE OF THE SECRETARY OF THE BOARD OF TRUSTEES SENDS AN ANNUAL CONFLICT OF INTEREST QUESTIONNAIRE TOGETHER WITH THE POLICY ADOPTED BY THE BOARD TO ALL TRUSTEES, OFFICERS AND KEY EMPLOYEES. ONCE REPLIES ARE RECEIVED, THEY ARE REVIEWED BY THE TRUSTEE SERVICES COMMITTEE OF THE BOARD AT A REGULARLY SCHEDULED MEETING. WHEN THERE ARE APPARENT CONFLICTS, THE TRUSTEE SERVICES COMMITTEE ENSURES THE CONFLICT IS MANAGED. TRUSTEES THAT MAY HAVE CONFLICT, RECUSE THEMSELVES FROM DELIBERATIONS AND VOTING. IN ADDITION, ALL THE COMPLETED FORMS ARE MADE AVAILABLE TO THE ENTIRE BOARD. PROCESS FOR REVIEW OF COMPENSATION OF OFFICERS AND KEY EMPLOYEES FORM 990- PART VI- SECTION B, LINE 15A AND 15B THE FOLLOWING PROCESS IS PERFORMED ANNUALLY AT THE APRIL/MAY MEETING OF THE TRUSTEE SERVICES COMMITTEE OF THE BOARD TO APPROVE COMPENSATION FOR ALL OFFICERS AND KEY EMPLOYEES OF THE UNIVERSITY, INCLUDING THE CEO: EACH OFFICER'S SUPERVISOR COMPLETES A WRITTEN PERFORMANCE REVIEW, INCLUDING THE PROPOSED SALARY INCREASE. PERFORMANCE REVIEWS ARE MADE AVAILABLE TO THE TRUSTEE SERVICES COMMITTEE. THE PRESIDENT'S PERFORMANCE IS REVIEWED BY THE TRUSTEE SERVICES COMMITTEE. THE UNIVERSITY PARTICIPATES IN AN ANNUAL COMPREHENSIVE COMPENSATION SURVEY COMPILED BY AN ACTUARY FIRM. THE ACTUARY FIRM PRODUCES A SURVEY OF 31 UNIVERSITIES ACROSS THE US AS WELL AS SELECTED FOR-PROFIT CORPORATIONS. THE TRUSTEE SERVICES COMMITTEE RECEIVES THE PERFORMANCE APPRAISALS FOR EACH OFFICER & KEY EMPLOYEE, THE COMPLETED SURVEY PREPARED BY THE ACTUARY & THE CURRENT AND PROPOSED SALARIES AND TOTAL COMPENSATION FOR EACH OFFICER AND KEY EMPLOYEEE, INCLUDING THE CEO. AFTER REVIEW AND DISCUSSION, THE TRUSTEE SERVICES COMMITTEE APPROVES THE COMPENSATION FOR THE OFFICERS AND KEY EMPLOYEES, INCLUDING THE CEO, WHO IS EXCUSED WHILE DELIBERATION ABOUT HIS/HER COMPENSATION IS DISCUSSED. ONCE THE COMPENSATION IS APPROVED, IT IS PROVIDED TO THE PAYROLL OFFICE AT LEAST A MONTH AND A HALF BEFORE IT TAKES EFFECT. MINUTES OF THE MEETING OF THE TRUSTEE SERVICES COMMITTEE ARE TAKEN BY A DESIGNATED TRUSTEE AND WRITTEN BY THE OFFICE OF THE SECRETARY. GOVERNING DOCUMENTS & FINANCIAL STATEMENTS MADE AVAILABLE TO THE GEN. PUBL FORM 990- PART VI- SECTION C, LINE 19 THE STATE OF FLORIDA, DEPARTMENT OF STATE, DIVISION OF CORPORATIONS REQUIRES AN ANNUAL REGISTRATION FILING, INCLUDING ANY CHANGES TO ORGANIZATIONAL DOCUMENTS. ONCE FILED, THE DOCUMENTS CAN BE VIEWED IN THE STATE OF FLORIDA WEB SITE. THE FINANCIAL STATEMENTS OF THE UNIVERSITY ARE INCORPORATED IN THE UNIVERSITY'S ANNUAL REPORT AND MADE AVAILABLE TO THE PUBLIC IN THE UNIVERSITY'S WEBSITE. THE UNIVERSITY'S FINANCIAL STATEMENTS ARE ALSO MADE AVAILABLE TO THE GENERAL PUBLIC IN THE FEDERAL GOVERNMENT'S CENSUS BUREAU WEBSITE. INDEPENDENT CONTRACTORS FORM 990- PART VII, SECTION B SEE ATTACHMENT 3 INCOME FROM INVESTMENT OF TAX EXEMPT BOND PROCEEDS, LINE 4 FORM 990- PART VIII SEE ATTACHMENT 4 FORM 990- SCHEDULE E, EXPLANATION, LINE 3 THE UNIVERSITY DRAWS A SUBSTANTIAL PERCENTAGE OF ITS STUDENTS, BOTH FROM LARGE GEOGRAPHIC SECTIONS OF THE UNITED STATES AS WELL AS WORLDWIDE. THE UNIVERSITY IS PROUD OF ITS DIVERSE ACADEMIC COMMUNITY COMPRISING THE STUDENT POPULATION, THE FACULTY AND THE STAFF. THE UNIVERSITY INCLUDES ITS RACIALLY NONDISCRIMINATORY POLICY IN PUBLISHED ADMISSIONS BROCHURES, PAMPHLETS, AND ON THE WEB SITE. FORM 990- SCHEDULE E, EXPLANATION, LINE 6A SEE ATTACHMENT 5 FORM 990- CHARITY CARE POLICY SCHEDULE H, PART I, LINE 1B THERE IS A WRITTEN POLICY IN DRAFT FORM PENDING ADOPTION, PROCEDURES WERE FOLLOWED IN FY 10. FORM 990- SCHEDULE K, PART I, LINE A, COL F FACILITY RENOVATION AND REFUNDING OF SERIES 1993 - ISSUE DATE JANUARY 5, 1994, SERIES 1996A - ISSUE DATE MARCH 13, 1996, SERIES 1996B - ISSUE DATE OCTOBER 1, 1996, SERIES 1997A - ISSUE DATE JANUARY 10, 1997, SERIES 1997B - ISSUE DATE APRIL 1, 1997, SERIES 2000A - ISSUE DATE DECEMBER 7, 1999, SERIES 2000B - ISSUE DATE FEBRUARY 3, 2000, SERIES 2004A - ISSUE DATE JANUARY 28, 2004. FORM 990- SCHEDULE K, PART I, LINE B, COL F FACILITIES ACQUISITION AND RENOVATION LOANS TO INTERESTED PERSONS FORM 990- SCHEDULE L, PART II THE LOAN MADE TO A KEY EMPLOYEE LISTED IN SCHEDULE L FOR MORTGAGE ASSISTANCE WAS REFLECTED AS NOT APPROVED BY THE BOARD OR A COMMITTEE. HOWEVER, THE LOAN ASSISTANCE PROGRAM FOR FACULTY MEMBERS RELOCATING FROM OTHER STATES WAS APPROVED BY THE BOARD OF TRUSTEES, INCLUDING ELIGIBILITY CRITERIA AND LOAN TERMS AND CONDITIONS. METHOD OF QUANTIFICATION FORM 990- SCHEDULE R, PART V, LINE 2 METHOD USED TO DETERMINE THE TRANSACTION AMOUNTS WITH CONTROLLED ORGANIZATIONS IS BASED ON CASH PROVIDED TO OR CASH RECEIVED FROM EACH CONTROLLED ORGANIZATION. 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