UNIVERSITY OF ROCHESTER: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization: UNIVERSITY OF ROCHESTER (EIN 16-0743209)
Tax period: 2024-07-01 to 2025-06-30
Filed: 2026-05-14
IRS object ID: 202621349349307382
Schema version: 2024v5.5
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 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	2026-05-14T13:23:41-05:00	ReturnTs
Tax Period End	2025-06-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	161131146	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	BONADIO & CO LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	171 SULLYS TRAIL	AddressLine1Txt
City	PITTSFORD	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	14534	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2024-07-01	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)
Business Name Control	UNIV	BusinessNameControlTxt
Phone	5852752800	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	BOX 278893	AddressLine1Txt
City	ROCHESTER	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	14627	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	ELIZABETH MILAVEC	PersonNm
Person Title	EVP ADMIN & FIN, CFO	PersonTitleTxt
Phone	5852752800	PhoneNum
Signature	2026-05-14	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	0	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	AIMEE JOZIC	PreparerPersonNm
PTIN	P01329472	PTIN
Phone	5853811000	PhoneNum
Preparation	2026-05-14	PreparationDt

Field	Value	IRS element (for citing)
Tax	2024	TaxYr
Build TS	2025-03-06 01:10:19Z	BuildTS

Form 990 IRS990

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

US Address USAddress

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

Field	Value	IRS element (for citing)
Gross Receipts	$7,018,769,229	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.ROCHESTER.EDU	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1850	FormationYr
Legal Domicile State	NY	LegalDomicileStateCd
Activity Or Mission	THE PROVISION OF HIGHER EDUCATION IN THE LIBERAL ARTS AND SCIENCES, MEDICINE AND DENTISTRY, NURSING AND MUSIC; RESEARCH; AND CHARITABLE PATIENT CARE SERVICES.	ActivityOrMissionDesc
Voting Members Governing Body	36	VotingMembersGoverningBodyCnt
Voting Members Independent	35	VotingMembersIndependentCnt
Total Employee	37371	TotalEmployeeCnt
Total Volunteers	5233	TotalVolunteersCnt
Total Gross UBI	$12,625,022	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$491,656,138	PYContributionsGrantsAmt
CY Contributions Grants	$541,015,265	CYContributionsGrantsAmt
PY Program Service Revenue	$5,204,263,904	PYProgramServiceRevenueAmt
CY Program Service Revenue	$5,669,745,574	CYProgramServiceRevenueAmt
PY Investment Income	$208,480,090	PYInvestmentIncomeAmt
CY Investment Income	$194,628,036	CYInvestmentIncomeAmt
PY Other Revenue	$4,999,144	PYOtherRevenueAmt
CY Other Revenue	$10,152,366	CYOtherRevenueAmt
PY Total Revenue	$5,909,399,276	PYTotalRevenueAmt
CY Total Revenue	$6,415,541,241	CYTotalRevenueAmt
PY Grants And Similar Paid	$279,621,477	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$294,756,967	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$3,204,166,998	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$3,989,425,344	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$268,923	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$289,441	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$51,147,271	CYTotalFundraisingExpenseAmt
PY Other Expenses	$2,309,015,756	PYOtherExpensesAmt
CY Other Expenses	$2,061,334,678	CYOtherExpensesAmt
PY Total Expenses	$5,793,073,154	PYTotalExpensesAmt
CY Total Expenses	$6,345,806,430	CYTotalExpensesAmt
PY Revenues Less Expenses	$116,326,122	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$69,734,811	CYRevenuesLessExpensesAmt
Total Assets BOY	$8,355,774,412	TotalAssetsBOYAmt
Total Assets EOY	$9,066,505,710	TotalAssetsEOYAmt
Total Liabilities BOY	$3,618,207,830	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$3,886,621,208	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$4,737,566,582	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$5,179,884,502	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	THE PROVISION OF HIGHER EDUCATION IN THE LIBERAL ARTS AND SCIENCES, MEDICINE AND DENTISTRY, NURSING AND MUSIC; RESEARCH; AND CHARITABLE PATIENT CARE SERVICES.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$1,201,091,333	ExpenseAmt
Grant	$294,756,967	GrantAmt
Revenue	$1,333,805,478	RevenueAmt
Desc	SEE SCHEDULE O	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$417,213,741	ExpenseAmt
Grant	$0	GrantAmt
Revenue	$118,600,372	RevenueAmt
Desc	SEE SCHEDULE O	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Expense	$4,349,650,159	ExpenseAmt
Grant	$0	GrantAmt
Revenue	$4,090,069,722	RevenueAmt
Desc	SEE SCHEDULE O	Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

Field	Value	IRS element (for citing)
Expense	$152,267,929	ExpenseAmt
Grant	$0	GrantAmt
Revenue	$127,270,002	RevenueAmt
Desc	AUXILIARY ENTERPRISES- THE UNIVERSITY OPERATES EITHER DIRECTLY OR THROUGHTHIRD PARTY CONTRACTORS FOOD SERVICES WHICH SERVED 5,669 UNDERGRADUATES2,369,642 MEALS IN FIVE DINING SERVICES. THE UNIVERSITY HAS 777 UNITSUSED FOR STUDENT HOUSING.	Desc

Field	Value	IRS element (for citing)
Total Other Prog Srvc Expense	$152,267,929	TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant	$0	TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue	$127,270,002	TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses	$6,120,223,162	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (1)	DescribedInSection501c3Ind
Schedule B Required	0	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Lobbying Activities	Yes (1)	LobbyingActivitiesInd
Subject To Proxy Tax	0	SubjectToProxyTaxInd
Donor Advised Fund	Yes (1)	DonorAdvisedFundInd
Conservation Easements	0	ConservationEasementsInd
Collections Of Art	Yes (1)	CollectionsOfArtInd
Credit Counseling	0	CreditCounselingInd
Donor Rstr Or Quasi Endowments	Yes (1)	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	Yes (1)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	Yes (1)	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	0	ReportOtherAssetsInd
Report Other Liabilities	Yes (1)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (1)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	0	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	Yes (1)	ConsolidatedAuditFinclStmtInd
School Operating	Yes (1)	SchoolOperatingInd
Foreign Office	Yes (1)	ForeignOfficeInd
Foreign Activities	Yes (1)	ForeignActivitiesInd
More Than5000 K To Org	0	MoreThan5000KToOrgInd
More Than5000 K To Individuals	0	MoreThan5000KToIndividualsInd
Professional Fundraising	Yes (1)	ProfessionalFundraisingInd
Fundraising Activities	Yes (1)	FundraisingActivitiesInd
Gaming Activities	0	GamingActivitiesInd
Operate Hospital	Yes (1)	OperateHospitalInd
Audited Financial Stmt Att	Yes (1)	AuditedFinancialStmtAttInd
Grants To Organizations	0	GrantsToOrganizationsInd
Grants To Individuals	Yes (1)	GrantsToIndividualsInd
Schedule J Required	Yes (1)	ScheduleJRequiredInd
Tax Exempt Bonds	Yes (1)	TaxExemptBondsInd
Invest Tax Exempt Bonds	0	InvestTaxExemptBondsInd
Escrow Account	0	EscrowAccountInd
On Behalf Of Issuer	0	OnBehalfOfIssuerInd
Engaged In Excess Benefit Trans	0	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	0	PYExcessBenefitTransInd
Loan Outstanding	Yes (1)	LoanOutstandingInd
Grant To Related Person	Yes (1)	GrantToRelatedPersonInd
Business Rln With Org Mem	Yes (1)	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	Yes (1)	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	Yes (1)	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	Yes (1)	DeductibleNonCashContriInd
Deductible Art Contribution	Yes (1)	DeductibleArtContributionInd
Terminate Operations	0	TerminateOperationsInd
Partial Liquidation	0	PartialLiquidationInd
Disregarded Entity	Yes (1)	DisregardedEntityInd
Related Entity	Yes (1)	RelatedEntityInd
Related Organization Ctrl Ent	Yes (1)	RelatedOrganizationCtrlEntInd
Transaction With Control Ent	Yes (1)	TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	Yes (1)	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
IRP Document	17932	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	37371	EmployeeCnt
Employment Tax Returns Filed	Yes (1)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	Yes (1)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (1)	Form990TFiledInd
Foreign Financial Account	Yes (1)	ForeignFinancialAccountInd
Foreign Country	UK	ForeignCountryCd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Taxable Party Notification	0	TaxablePartyNotificationInd
Nondeductible Contributions	0	NondeductibleContributionsInd
Quid Pro Quo Contributions	Yes (1)	QuidProQuoContributionsInd
Quid Pro Quo Contri Discl	Yes (1)	QuidProQuoContriDisclInd
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
DAF Excess Business Holdings	0	DAFExcessBusinessHoldingsInd
Taxable Distributions	0	TaxableDistributionsInd
Distribution To Donor	0	DistributionToDonorInd
Indoor Tanning Services	0	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	Yes (1)	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	0	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	36	GoverningBodyVotingMembersCnt
Independent Voting Member	35	IndependentVotingMemberCnt
Family Or Business Rln	0	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	0	DelegationOfMgmtDutiesInd
Change To Org Documents	0	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	0	MaterialDiversionOrMisuseInd
Members Or Stockholders	0	MembersOrStockholdersInd
Election Of Board Members	0	ElectionOfBoardMembersInd
Decisions Subject To Approva	0	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (1)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (1)	MinutesOfCommitteesInd
Officer Mailing Address	0	OfficerMailingAddressInd
Local Chapters	0	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (1)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (1)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (1)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (1)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (1)	WhistleblowerPolicyInd
Document Retention Policy	Yes (1)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (1)	CompensationProcessCEOInd
Compensation Process Other	Yes (1)	CompensationProcessOtherInd
Investment In Joint Venture	Yes (1)	InvestmentInJointVentureInd
Written Policy Or Procedure	Yes (1)	WrittenPolicyOrProcedureInd
States Where Copy Of Return Is Fld	CA	StatesWhereCopyOfReturnIsFldCd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	ELIZABETH A MILAVEC	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
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

Form990 Part VII Section A Form990PartVIISectionAGrp (74 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	OfficerOfficerInd	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt	Key EmployeeKeyEmployeeInd	Highest Compensated EmployeeHighestCompensatedEmployeeInd	Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
JOSEPH W ABRAMS
TRUSTEE	2.00	Yes (X)	$0	$0	$0
QUINCY L ALLEN
TRUSTEE	2.00	Yes (X)	$0	$0	$0
JOAN S BEAL
TRUSTEE	2.00	Yes (X)	$0	$0	$0
JAY S BENET
TRUSTEE	2.00	Yes (X)	$0	$0	$0
DOUGLAS BENNETT
TRUSTEE	2.00	Yes (X)	$0	$0	$0
NAOMI M BERGMAN
TRUSTEE	2.00	Yes (X)	$0	$0	$0
STEPHEN R BIGGAR MD PHD
TRUSTEE	2.00	Yes (X)	$0	$0	$0
H CHRISTOPHER BOEHNING
TRUSTEE	2.00	Yes (X)	$0	$0	$0
ELIZABETH P BRUNO
TRUSTEE	2.00	Yes (X)	$0	$0	$0
BARBARA J BURGER
TRUSTEE	2.00	Yes (X)	$0	$0	$0
BERNARD T FERRARI MD
TRUSTEE (THRU 05/2025)	2.00	Yes (X)	$0	$0	$0
EMERSON U FULLWOOD
TRUSTEE	2.00	Yes (X)	$0	$0	$0
DAVID ROY GREENBAUM
TRUSTEE	2.00	Yes (X)	$0	$0	$0
GWEN MELTZER GREENE
TRUSTEE (THRU 05/2025)	2.00	Yes (X)	$0	$0	$0
STEVEN K GRINSPOON MD
TRUSTEE	2.00	Yes (X)	$0	$0	$0
RICHARD B HANDLER
TRUSTEE (CHAIR)	2.00	Yes (X)	$0	$0	$0	Yes (X)
DAWNE S HICKTON
TRUSTEE (EFF 05/2025)	2.00	Yes (X)	$0	$0	$0
PRAMIT SHASHIKANY JHAVERI
TRUSTEE	2.00	Yes (X)	$0	$0	$0
CURTIS J JOHNSON
TRUSTEE	2.00	Yes (X)	$0	$0	$0
JUAN C JONES
TRUSTEE	2.00	Yes (X)	$0	$0	$0
CAROL D KARP
TRUSTEE (VICE CHAIR)	2.00	Yes (X)	$0	$0	$0	Yes (X)
LAURENCE KESSLER
TRUSTEE (THRU 05/2025)	2.00	Yes (X)	$0	$0	$0
EVANS Y LAM
TRUSTEE	2.00	Yes (X)	$0	$0	$0
ELIZABETH LEIGHT
TRUSTEE	2.00	Yes (X)	$0	$0	$0
AMY LESCH
TRUSTEE	2.00	Yes (X)	$0	$0	$0
SARAH C MANGELSDORF
TRUSTEE, PRES & CEO	80.00	Yes (X)	$1,637,764	$0	$165,826	Yes (X)	0.50
EDWARD D MILLER MD
TRUSTEE (THRU 05/2025)	2.00	Yes (X)	$0	$0	$0
CATHY E MINEHAN
TRUSTEE	2.00	Yes (X)	$0	$0	$0
SARA E NAINZADEH
TRUSTEE (EFF 05/2025)	2.00	Yes (X)	$0	$0	$0
NAVEEN NATARAJ
TRUSTEE	2.00	Yes (X)	$0	$0	$0
RIA NOVA
TRUSTEE	2.00	Yes (X)	$0	$0	$0
KENNETH OURIEL
TRUSTEE (EFF 05/2025)	2.00	Yes (X)	$0	$0	$0
LIZETTE M PEREZ-DEISBOECK
TRUSTEE	2.00	Yes (X)	$0	$0	$0
STEVEN F PIAKER
TRUSTEE	2.00	Yes (X)	$0	$0	$0
JUDITH REINSDORF
TRUSTEE	2.00	Yes (X)	$0	$0	$0
KATHY N WALLER
TRUSTEE	2.00	Yes (X)	$0	$0	$0
ELIZABETH WARD
TRUSTEE	2.00	Yes (X)	$0	$0	$0
TIMOTHY C WENTWORTH
TRUSTEE	2.00	Yes (X)	$0	$0	$0
TYLER ZACHEM
TRUSTEE (EFF 05/2025)	2.00	Yes (X)	$0	$0	$0
ALAN S ZEKELMAN
TRUSTEE	2.00	Yes (X)	$0	$0	$0
JOHN BLACKSHEAR
VP FOR STUDENT LIFE	55.00		$421,525	$0	$77,056	Yes (X)
STEPHEN DEWHURST
VP FOR RESEARCH	55.00		$622,894	$0	$52,857	Yes (X)
THOMAS J FARRELL
SRVP & CHIEF ADVANCEMENT OFFICER	55.00		$752,904	$0	$82,377	Yes (X)
JOSHUA FARRELMAN
VP OF GOVERNMENT RELATIONS (EFF 4/25	55.00		$274,193	$0	$64,043	Yes (X)
DAVID FIGLIO
PROVOST (THRU 8/24)	55.00		$694,909	$0	$125,489	Yes (X)
KATHLEEN GALLUCCI
VP & CHIEF HR OFFICER	55.00		$461,916	$0	$97,718	Yes (X)
PAGE HETZEL
VP FOR MKTNG & COMM	55.00		$453,242	$0	$49,627	Yes (X)
DAVID LINEHAN MD
SVP, DEAN SMD, CEO URMC	80.00		$2,268,785	$0	$221,433	Yes (X)	7.00
ELIZABETH A MILAVEC
EVP ADM & FIN, CFO, TREASURER	65.00		$736,496	$0	$81,156	Yes (X)
ADRIENNE MORGAN
VP FOR ENG & ENRICHMENT	55.00		$407,561	$0	$67,400	Yes (X)
JULIE MYERS
VP FOR IT AND CIO	55.00		$455,689	$0	$69,783	Yes (X)
SHAUN NELMS
VP FOR COMM PARTNERSHIPS & SP ADVISOR	55.00		$587,708	$0	$17,039	Yes (X)
LEA NORDHAUS
SECY BOARD OF TRUSTEES	55.00		$191,052	$0	$59,352	Yes (X)
DONNA GOODEN PAYNE
VP AND GENERAL COUNSEL	60.00		$708,001	$0	$63,761	Yes (X)	2.00
DOUGLAS W PHILLIPS
SRVP & CHIEF INVESTMENT OFFICER	62.00		$1,035,248	$0	$62,291	Yes (X)
PETER G ROBINSON
VP GOV'T & COMM REL (THRU 3/25)	55.00		$517,831	$0	$132,020	Yes (X)	5.00
NICOLE SAMPSON
PROVOST&CHIEF ACADEMIC OFF (EFF 8/24)	55.00		$616,839	$0	$46,151	Yes (X)
ADAM P ANOLIK
CFO URMC	55.00		$861,000	$0	$165,081		9.00	Yes (X)
MICHAEL J APOSTOLAKOS MD
CMO, SMH & HH, VP URMC	55.00		$733,027	$0	$115,508		9.00	Yes (X)
CARRIE P FULLER-SPENCER
CFO SMH, HH, LTC & ASSOC VP URMC	55.00		$627,179	$0	$97,178		9.00	Yes (X)
STEVEN I GOLDSTEIN
PRES SYSTEM INTEG, URMC	55.00		$1,408,233	$0	$183,208		16.00	Yes (X)
KATHLEEN PARRINELLO
PRES/CEO SMH & HH,SRVP URMC	65.00		$1,294,505	$0	$170,456		4.00	Yes (X)
MICHAEL F ROTONDO MD
CEO URMFG, SR VP URMC	55.00		$1,325,055	$0	$111,563			Yes (X)
GEORGE M ALFIERIS MD
PROFESSOR - CARDIAC SURGERY M&D	85.00		$2,866,454	$0	$349,970				Yes (X)
MATTHEW T BENDER MD
PROFESSOR - NEUROSURGERY	80.00		$2,118,323	$0	$46,024				Yes (X)
TARUN BHALLA MD
PROFESSOR - NEUROSURGERY	85.00		$2,462,832	$0	$74,123				Yes (X)
MICHAEL D MALONEY MD
PROFESSOR - ORTHOPAEDICS M&D	86.00		$2,047,496	$0	$70,378				Yes (X)
ILYA VOLOSHIN MD
PROFESSOR - ORTHOPAEDICS M&D	60.00		$1,864,780	$0	$66,636				Yes (X)
JACK S BAILEY
FMR SECY TO BRD TRUSTEES	55.00		$248,719	$0	$35,127					Yes (X)
MARK B TAUBMAN MD
FMR SRVP HEALTH, CEO URMC, DEAN SMD	55.00		$742,745	$0	$44,194					Yes (X)
ROBERT L CLARK
PROF, FRMR PROVOST, SVP RESEARCH	55.00		$490,416	$0	$33,583					Yes (X)
ANTHONY GREEN
VP ACAD FIN & PLNG, FRMR BD SECY	55.00		$311,191	$0	$67,580					Yes (X)
ERIN KANE
FMR INTERIM VP COMM	55.00		$297,789	$0	$66,333					Yes (X)
SARAH E PEYRE
VICE DEAN OF ED, SMD, FRMR INTERIM PROVOST	55.00		$374,933	$0	$66,257					Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$32,919,234	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$3,298,578	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	6407	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	Yes (1)	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (1)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
ADAPTIVE WORKFORCE SOLUTIONS LLC
111 E RIVULON BLVD	GILBERT	AZ	85297	TEMP NURSING AGENCY	$131,673,274
TURNER PIKE JOINT VENTURE
50 LAKEFRONT BOULEVARD	BUFFALO	NY	14202	CONSTRUCTION SVCS	$75,273,387
DGA BUILDERS LLC
7612 COUNTY RD 42	VICTOR	NY	14564	CONSTRUCTION SVCS	$16,479,470
HOLDSWORTH KLIMOWSKI CONSTRUCTION
101 VICTOR HEIGHTS PARKWAY	VICTOR	NY	14564	CONSTRUCTION SVCS	$8,772,317
WEST RIDGE OBSTETRICS AND GYNECOLOGY LLP
1682 EMPIRE BLVD	WEBSTER	NY	14580	MEDICAL SVCS	$5,397,237

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	462	CntrctRcvdGreaterThan100KCnt
Federated Campaigns	$310,719	FederatedCampaignsAmt
Fundraising	$3,937,200	FundraisingAmt
Related Organizations	$2,606,162	RelatedOrganizationsAmt
Government Grants	$394,609,756	GovernmentGrantsAmt
All Other Contributions	$139,551,428	AllOtherContributionsAmt
Noncash Contributions	$32,485,993	NoncashContributionsAmt
Total Contributions	$541,015,265	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt	Unrelated Business RevenueUnrelatedBusinessRevenueAmt
SERVICES OF HOSPITALS	621500	$4,090,069,722	$4,083,914,716	$6,155,006
EDUCATIONAL ACTIVITIES	611310	$1,336,721,727	$1,336,518,302	$203,425
AUXILIARY ENTERPRISES	900099	$124,353,753	$124,353,753
RESEARCH & OTHER CONTR	900099	$118,600,372	$118,600,372

Field	Value	IRS element (for citing)
Total Program Service Revenue	$5,669,745,574	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$104,691,350	TotalRevenueColumnAmt
Unrelated Business Revenue	$5,457,344	UnrelatedBusinessRevenueAmt
Exclusion	$99,234,006	ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$12,925,785	TotalRevenueColumnAmt
Exclusion	$12,925,785	ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$5,114,538	TotalRevenueColumnAmt
Exclusion	$5,114,538	ExclusionAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$2,795,709	RealAmt
Personal	$34,465	PersonalAmt

Less Rental Expenses LessRentalExpensesGrp

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

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$2,795,709	RealAmt
Personal	$34,465	PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$2,830,174	TotalRevenueColumnAmt
Exclusion	$2,830,174	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$678,401,266	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$601,390,365	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$77,010,901	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$77,010,901	TotalRevenueColumnAmt
Exclusion	$77,010,901	ExclusionAmt

Field	Value	IRS element (for citing)
Fundraising Gross Income	$3,236,030	FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event	$3,937,200	ContriRptFundraisingEventAmt
Fundraising Direct Expenses	$1,837,623	FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$1,398,407	TotalRevenueColumnAmt
Exclusion	$1,398,407	ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Unrelated Business RevenueUnrelatedBusinessRevenueAmt
MAG & CHAPEL FACILITY	531390	$788,381	$788,381
TRAVEL TOURS	561520	$20,866	$20,866

Field	Value	IRS element (for citing)
Other Revenue Total	$809,247	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$6,415,541,241	TotalRevenueColumnAmt
Related Or Exempt Func Income	$5,663,387,143	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$12,625,022	UnrelatedBusinessRevenueAmt
Exclusion	$198,513,811	ExclusionAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$294,756,967	TotalAmt
Program Services	$294,756,967	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$19,242,998	TotalAmt
Program Services	$13,324,228	ProgramServicesAmt
Management And General	$4,385,674	ManagementAndGeneralAmt
Fundraising	$1,533,096	FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

Field	Value	IRS element (for citing)
Total	$1,998,503	TotalAmt
Program Services	$1,407,603	ProgramServicesAmt
Management And General	$590,900	ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$3,143,561,867	TotalAmt
Program Services	$3,057,505,871	ProgramServicesAmt
Management And General	$60,073,802	ManagementAndGeneralAmt
Fundraising	$25,982,194	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$181,611,441	TotalAmt
Program Services	$174,909,608	ProgramServicesAmt
Management And General	$5,146,558	ManagementAndGeneralAmt
Fundraising	$1,555,275	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$461,881,089	TotalAmt
Program Services	$440,230,273	ProgramServicesAmt
Management And General	$16,645,000	ManagementAndGeneralAmt
Fundraising	$5,005,816	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$181,129,446	TotalAmt
Program Services	$174,445,399	ProgramServicesAmt
Management And General	$5,132,900	ManagementAndGeneralAmt
Fundraising	$1,551,147	FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

Field	Value	IRS element (for citing)
Total	$46,315,527	TotalAmt
Program Services	$46,315,527	ProgramServicesAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$8,831,492	TotalAmt
Program Services	$5,563,840	ProgramServicesAmt
Management And General	$3,267,652	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$1,422,971	TotalAmt
Program Services	$85,378	ProgramServicesAmt
Management And General	$1,337,593	ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

Field	Value	IRS element (for citing)
Total	$634,208	TotalAmt
Program Services	$634,208	ProgramServicesAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	$289,441	TotalAmt
Fundraising	$289,441	FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$289,173,293	TotalAmt
Program Services	$281,831,073	ProgramServicesAmt
Management And General	$5,818,695	ManagementAndGeneralAmt
Fundraising	$1,523,525	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$3,160,311	TotalAmt
Program Services	$3,150,311	ProgramServicesAmt
Management And General	$10,000	ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$100,201,297	TotalAmt
Program Services	$93,417,799	ProgramServicesAmt
Management And General	$4,536,717	ManagementAndGeneralAmt
Fundraising	$2,246,781	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$93,888,062	TotalAmt
Program Services	$92,702,467	ProgramServicesAmt
Management And General	$821,833	ManagementAndGeneralAmt
Fundraising	$363,762	FundraisingAmt

Royalties RoyaltiesGrp

Field	Value	IRS element (for citing)
Total	$1,359,112	TotalAmt
Program Services	$1,359,112	ProgramServicesAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$163,469,660	TotalAmt
Program Services	$162,865,069	ProgramServicesAmt
Management And General	$596,893	ManagementAndGeneralAmt
Fundraising	$7,698	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$22,240,846	TotalAmt
Program Services	$14,723,379	ProgramServicesAmt
Management And General	$1,176,173	ManagementAndGeneralAmt
Fundraising	$6,341,294	FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$21,794,180	TotalAmt
Program Services	$20,989,930	ProgramServicesAmt
Management And General	$617,610	ManagementAndGeneralAmt
Fundraising	$186,640	FundraisingAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$54,408,886	TotalAmt
Program Services	$52,401,087	ProgramServicesAmt
Management And General	$1,541,855	ManagementAndGeneralAmt
Fundraising	$465,944	FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$259,143,099	TotalAmt
Program Services	$249,580,189	ProgramServicesAmt
Management And General	$7,343,673	ManagementAndGeneralAmt
Fundraising	$2,219,237	FundraisingAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$45,430,766	TotalAmt
Program Services	$45,430,766	ProgramServicesAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
MEDICAL SUPPLIES	$819,684,656	$819,684,184	$437	$35
OTHER EXPENSES	$87,925,780	$32,658,621	$53,582,070	$1,685,089
DIETARY SUPPLIES	$42,250,532	$40,250,273	$1,809,962	$190,297

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$6,345,806,430	TotalAmt
Program Services	$6,120,223,162	ProgramServicesAmt
Management And General	$174,435,997	ManagementAndGeneralAmt
Fundraising	$51,147,271	FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$157,182,144	BOYAmt
EOY	$197,230,413	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$221,953,453	BOYAmt
EOY	$246,844,642	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$607,057,038	BOYAmt
EOY	$709,527,238	EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

Field	Value	IRS element (for citing)
BOY	$8,539,825	BOYAmt
EOY	$9,694,525	EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

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

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

Field	Value	IRS element (for citing)
BOY	$9,782,672	BOYAmt
EOY	$17,335,249	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$66,144,984	BOYAmt
EOY	$74,628,683	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$28,940,875	BOYAmt
EOY	$34,321,378	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$5,575,902,659	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$3,550,204,550	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$2,343,017,795	BOYAmt
EOY	$2,025,698,109	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$456,900,663	BOYAmt
EOY	$891,114,053	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$4,224,621,038	BOYAmt
EOY	$4,608,257,482	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	$231,633,925	BOYAmt
EOY	$251,853,938	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$8,355,774,412	BOYAmt
EOY	$9,066,505,710	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$694,620,345	BOYAmt
EOY	$861,874,867	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$76,412,647	BOYAmt
EOY	$73,438,445	EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$1,380,482,203	BOYAmt
EOY	$1,382,794,086	EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

Field	Value	IRS element (for citing)
BOY	$258,906,797	BOYAmt
EOY	$242,232,061	EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

Field	Value	IRS element (for citing)
BOY	$269,282,734	BOYAmt
EOY	$269,282,734	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$938,503,104	BOYAmt
EOY	$1,056,999,015	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$3,618,207,830	BOYAmt
EOY	$3,886,621,208	EOYAmt

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

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$2,873,222,316	BOYAmt
EOY	$3,268,381,013	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$1,864,344,266	BOYAmt
EOY	$1,911,503,489	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$4,737,566,582	BOYAmt
EOY	$5,179,884,502	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$8,355,774,412	BOYAmt
EOY	$9,066,505,710	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	$69,734,811	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$372,583,109	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$0	OtherChangesInNetAssetsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	0	AccountantCompileOrReviewInd
FS Audited	Yes (1)	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 (1)	AuditCommitteeInd
Federal Grant Audit Required	Yes (1)	FederalGrantAuditRequiredInd
Federal Grant Audit Performed	Yes (1)	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	$511,951,318	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$466,305,507	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$460,415,153	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$491,656,138	CurrentTaxYearMinus1YearAmt
Current Tax Year	$541,015,265	CurrentTaxYearAmt
Total	$2,471,343,381	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$511,951,318	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$466,305,507	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$460,415,153	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$491,656,138	CurrentTaxYearMinus1YearAmt
Current Tax Year	$541,015,265	CurrentTaxYearAmt
Total	$2,471,343,381	TotalAmt

Field	Value	IRS element (for citing)
Public Support Total170	$2,471,343,381	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$108,997,960	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$16,498,221	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$69,162,280	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$93,134,168	CurrentTaxYearMinus1YearAmt
Current Tax Year	$117,274,329	CurrentTaxYearAmt
Total	$405,066,958	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$2,876,410,339	TotalSupportAmt
Public Support CY170	0.85920	PublicSupportCY170Pct
Public Support PY170	0.88620	PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170	Yes (X)	ThirtyThrPctSuprtTestsCY170Ind

Schedule C IRS990ScheduleC

Field	Value	IRS element (for citing)
Volunteers	Yes (1)	VolunteersInd
Paid Staff Or Management	Yes (1)	PaidStaffOrManagementInd
Media Advertisements	0	MediaAdvertisementsInd
Mailings Members	Yes (1)	MailingsMembersInd
Mailings Members	$65	MailingsMembersAmt
Publications Or Broadcast	0	PublicationsOrBroadcastInd
Grants Other Organizations	0	GrantsOtherOrganizationsInd
Direct Contact Legislators	Yes (1)	DirectContactLegislatorsInd
Direct Contact Legislators	$634,143	DirectContactLegislatorsAmt
Rallies Demonstrations	0	RalliesDemonstrationsInd
Other Activities	0	OtherActivitiesInd
Total Lobbying Expenditures	$634,208	TotalLobbyingExpendituresAmt
Not Described Section501c3	0	NotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

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

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Donor Advised Funds Held	27	DonorAdvisedFundsHeldCnt
Donor Advised Funds Contri	$6,114,226	DonorAdvisedFundsContriAmt
Donor Advised Funds Grants	$2,558,292	DonorAdvisedFundsGrantsAmt
Donor Advised Funds Vl EOY	$15,455,193	DonorAdvisedFundsVlEOYAmt
Disclosed Org Leg Ctrl	Yes (1)	DisclosedOrgLegCtrlInd
Disclosed For Charitable Prps	Yes (1)	DisclosedForCharitablePrpsInd

Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp

Field	Value	IRS element (for citing)
Revenues Included	$444,408	RevenuesIncludedAmt
Assets Included	$46,218,477	AssetsIncludedAmt

Field	Value	IRS element (for citing)
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	0	SolicitedAssetsSaleInd

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$2,822,249,187	BeginningYearBalanceAmt
Contributions	$34,978,720	ContributionsAmt
Investment Earnings Or Losses	$335,481,005	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$14,042,293	GrantsOrScholarshipsAmt
Other Expenditures	$125,384,460	OtherExpendituresAmt
End Year Balance	$3,053,282,159	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$2,669,033,784	BeginningYearBalanceAmt
Contributions	$34,935,077	ContributionsAmt
Investment Earnings Or Losses	$248,099,268	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$13,314,549	GrantsOrScholarshipsAmt
Other Expenditures	$116,504,393	OtherExpendituresAmt
End Year Balance	$2,822,249,187	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$2,590,832,044	BeginningYearBalanceAmt
Contributions	$29,588,224	ContributionsAmt
Investment Earnings Or Losses	$177,746,789	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$12,611,356	GrantsOrScholarshipsAmt
Other Expenditures	$116,521,917	OtherExpendituresAmt
End Year Balance	$2,669,033,784	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$3,008,813,319	BeginningYearBalanceAmt
Contributions	$38,522,208	ContributionsAmt
Investment Earnings Or Losses	-$340,893,864	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$24,856,769	GrantsOrScholarshipsAmt
Other Expenditures	$90,752,850	OtherExpendituresAmt
End Year Balance	$2,590,832,044	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$2,202,355,252	BeginningYearBalanceAmt
Contributions	$43,511,528	ContributionsAmt
Investment Earnings Or Losses	$898,469,551	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$21,672,376	GrantsOrScholarshipsAmt
Other Expenditures	$61,674,580	OtherExpendituresAmt
End Year Balance	$3,060,989,375	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.24420	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.31720	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.43860	TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org	Yes (1)	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	0	EndowmentsHeldRelatedOrgInd

Land LandGrp

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

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$3,156,462,427	OtherCostOrOtherBasisAmt
Depreciation	$1,839,589,398	DepreciationAmt
Book Value	$1,316,873,029	BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$144,085,055	OtherCostOrOtherBasisAmt
Depreciation	$75,422,040	DepreciationAmt
Book Value	$68,663,015	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$1,537,907,987	OtherCostOrOtherBasisAmt
Depreciation	$1,400,765,937	DepreciationAmt
Book Value	$137,142,050	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$723,869,372	OtherCostOrOtherBasisAmt
Depreciation	$234,427,175	DepreciationAmt
Book Value	$489,442,197	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$2,025,698,109	TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (3 entries)

DescDesc	Book ValueBookValueAmt	Method ValuationMethodValuationCd
OPERATING INVESTMENTS	$1,080,534,000	F
CASH AND CASH EQUIVALENTS	$197,230,413	F
LTD PARTNERSHIPS AND SIMILAR INTERESTS	$3,330,493,069	F

Field	Value	IRS element (for citing)
Total Book Value Securities	$4,608,257,482	TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)

DescDesc	AmtAmt
EST AMOUNTS DUE TO 3RD PARTY PAYERS (INSURERS/GOVT)	$282,026,254
ACCRUED PENSION, POSTRETIREMENT& POST-EMPLOYMENT	$598,851,661
ASSET RETIREMENT OBLIGATION	$36,390,640
REFUNDABLE US GOV'T GRANTS FOR STUDENT LOANS	$451,802
RIGHT OF USE-OPERATING LEASE	$139,278,658

Field	Value	IRS element (for citing)
Total Liability	$1,056,999,015	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (4 entries)

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

Schedule E IRS990ScheduleE

Field	Value	IRS element (for citing)
Nondiscriminatory Policy Stmt	Yes (1)	NondiscriminatoryPolicyStmtInd
Policy Stmt In Brochures Etc	Yes (1)	PolicyStmtInBrochuresEtcInd
Plcy Pblczd Via Broadcast Media	Yes (1)	PlcyPblczdViaBroadcastMediaInd
Maintain Racial Comp Recs	Yes (1)	MaintainRacialCompRecsInd
Maintain Scholarships Recs	Yes (1)	MaintainScholarshipsRecsInd
Maintain Cpy Of Brochures Etc	Yes (1)	MaintainCpyOfBrochuresEtcInd
Maintain Cpy Of All Sol	Yes (1)	MaintainCpyOfAllSolInd
Discriminate Race Stdnts Rghts	0	DiscriminateRaceStdntsRghtsInd
Discriminate Race Admiss Plcy	0	DiscriminateRaceAdmissPlcyInd
Discriminate Race Emplm Fculty	0	DiscriminateRaceEmplmFcultyInd
Discriminate Race Schs	0	DiscriminateRaceSchsInd
Discriminate Race Educ Plcy	0	DiscriminateRaceEducPlcyInd
Discriminate Race Use Of Fclts	0	DiscriminateRaceUseOfFcltsInd
Discriminate Race Athlt Prog	0	DiscriminateRaceAthltProgInd
Discriminate Race Other Acty	0	DiscriminateRaceOtherActyInd
Government Financial Aid Rcvd	Yes (1)	GovernmentFinancialAidRcvdInd
Government Financial Aid Rvkd	0	GovernmentFinancialAidRvkdInd
Compliance With Rev Proc7550	Yes (1)	ComplianceWithRevProc7550Ind

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
SCHEDULE E, PART I, LINE 3	SEE SUPPLEMENTAL PAGE
SCHEDULE E, LINE 3A	NONDISCRIMINATION POLICY STATEMENT ALL PUBLISHED UNIVERSITY OF ROCHESTER OPPORTUNITY ADVERTISEMENTS INCLUDE THE FOLLOWING STATEMENT: "THE UNIVERSITY OF ROCHESTER IS AN EQUAL OPPORTUNITY EMPLOYER." IN ADDITION, THE UNIVERSITY OF ROCHESTER'S NONDISCRIMINATION POLICY IS ADVERTISED TO PROSPECTIVE STUDENTS AND OTHERS IN THE COMMUNITY SERVED BY THE UNIVERSITY OF ROCHESTER THROUGH A NONDISCRIMINATION STATEMENT USED IN A WIDE VARIETY OF UNIVERSITY PROSPECTUS (FOR UNIVERSITY UNDERGRADUATES), UNDERGRADUATE BULLETINS AND GRADUATE BULLETINS. THE STATEMENT, WHICH ALSO APPEARS ON THE UNIVERSITY WEBSITE ON EQUAL OPPORTUNITY, READS AS FOLLOWS: THE UNIVERSITY OF ROCHESTER PROHIBITS AND WILL NOT ENGAGE IN DISCRIMINATION AND HARASSMENT ON THE BASIS OF AGE, COLOR, DISABILITY, DOMESTIC VIOLENCE VICTIM STATUS, ETHNICITY, GENDER IDENTITY OR EXPRESSION, GENETIC INFORMATION, MARITAL STATUS, FAMILIAL STATUS OR AN INDIVIDUAL'S REPRODUCTIVE HEALTH DECISION MAKING, MILITARY/VETERAN STATUS, NATIONAL ORIGIN, RACE (INCLUDING HAIR STYLE), RELIGION (INCLUDING RELIGIOUS ATTIRE AND FACIAL HAIR), CREED, SEX, SEXUAL ORIENTATION, CITIZENSHIP STATUS, OR ANY OTHER STATUS PROTECTED BY LAW (ANYONE INDIVIDUALLY, A "PROTECTED CLASS"). DISCRIMINATION OR HARASSMENT (INCLUDING HOSTILE WORK ENVIRONMENT HARASSMENT) BASED ON PROTECTED STATUS IS ILLEGAL, WILL NOT BE TOLERATED, AND IS CONSIDERED MISCONDUCT THAT WILL BE SUBJECT TO DISCIPLINE. THE UNIVERSITY IS COMMITTED TO FOSTERING, CULTIVATING, AND PRESERVING A CULTURE OF DIVERSITY, EQUITY, AND INCLUSION, A CENTRAL TENET OF OUR INSTITUTIONAL VISION AND VALUES. THE UNIVERSITY COMPLIES WITH ALL FEDERAL AND STATE LAWS THAT PROHIBIT DISCRIMINATION BASED ON THE PROTECTED CATEGORIES LISTED ABOVE, INCLUDING TITLE IX OF THE EDUCATION AMENDMENTS OF 1972, WHICH PROHIBITS SEX DISCRIMINATION (INCLUDING SEXUAL HARASSMENT AND VIOLENCE BASED ON SEX) IN THE UNIVERSITY'S EDUCATIONAL PROGRAMS AND ACTIVITIES, AND SECTION 504 OF THE REHABILITATION ACT OF 1973, WHICH PROHIBITS DISCRIMINATION ON THE BASIS OF DISABILITY.
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 (69 entries)

RegionRegionTxt	OfficesOfficesCnt	EmployeeEmployeeCnt	Type Of Activities ConductedTypeOfActivitiesConductedTxt	Specific Services ProvidedSpecificServicesProvidedTxt	Region Total ExpendituresRegionTotalExpendituresAmt
CENTRAL AMERICA AND THE CARIBBEAN	0	0	PROGRAM SERVICES	CONFERENCES/SEMINARS	$90,630
CENTRAL AMERICA AND THE CARIBBEAN	0	0	PROGRAM SERVICES	STUDENT RECRUITMENT	$1,492
CENTRAL AMERICA AND THE CARIBBEAN	0	0	PROGRAM SERVICES	RESEARCH	$11,664
CENTRAL AMERICA AND THE CARIBBEAN	0	0	PROGRAM SERVICES	MEDICAL SERVICES	$5,297
CENTRAL AMERICA AND THE CARIBBEAN	0	0	PROGRAM SERVICES	TEACHING SERVICES	$5,682
CENTRAL AMERICA AND THE CARIBBEAN	0	0	PROGRAM SERVICES	OTHER	$6,194
EAST ASIA AND THE PACIFIC	0	0	PROGRAM SERVICES	CONFERENCES/SEMINARS	$620,434
EAST ASIA AND THE PACIFIC	0	0	PROGRAM SERVICES	STUDENT RECRUITMENT	$109,253
EAST ASIA AND THE PACIFIC	0	0	PROGRAM SERVICES	RESEARCH	$107,866
EAST ASIA AND THE PACIFIC	0	0	PROGRAM SERVICES	STUDY ABROAD	$11,604
EAST ASIA AND THE PACIFIC	0	0	PROGRAM SERVICES	MEDICAL SERVICES	$15,024
EAST ASIA AND THE PACIFIC	0	0	PROGRAM SERVICES	TEACHING SERVICES	$8,444
EAST ASIA AND THE PACIFIC	0	0	PROGRAM SERVICES	ALUMNI TRAVEL	$3,199
EAST ASIA AND THE PACIFIC	0	0	PROGRAM SERVICES	OTHER	$4,195
EAST ASIA AND THE PACIFIC	0	0	FUNDRAISING		$55,372
EAST ASIA AND THE PACIFIC	0	0	GRANTMAKING		$16,234
EUROPE (INCLUDING ICELAND AND GREENLAND)	1	0	PROGRAM SERVICES	CONFERENCES/SEMINARS	$1,586,527
EUROPE (INCLUDING ICELAND AND GREENLAND)	0	0	PROGRAM SERVICES	CONTINUING EDUCATION	$2,390
EUROPE (INCLUDING ICELAND AND GREENLAND)	0	0	PROGRAM SERVICES	EVENTS	$1,251
EUROPE (INCLUDING ICELAND AND GREENLAND)	0	0	PROGRAM SERVICES	STUDENT RECRUITMENT	$38,944
EUROPE (INCLUDING ICELAND AND GREENLAND)	0	0	PROGRAM SERVICES	RESEARCH	$335,920
EUROPE (INCLUDING ICELAND AND GREENLAND)	0	0	PROGRAM SERVICES	STUDY ABROAD	$91,355
EUROPE (INCLUDING ICELAND AND GREENLAND)	0	0	PROGRAM SERVICES	MEDICAL SERVICES	$7,890
EUROPE (INCLUDING ICELAND AND GREENLAND)	0	0	PROGRAM SERVICES	TEACHING SERVICES	$87,994
EUROPE (INCLUDING ICELAND AND GREENLAND)	0	0	PROGRAM SERVICES	OTHER	$65,397
EUROPE (INCLUDING ICELAND AND GREENLAND)	0	0	FUNDRAISING		$24,044
EUROPE (INCLUDING ICELAND AND GREENLAND)	0	0	GRANTMAKING		$390,386
MIDDLE EAST AND NORTH AFRICA	0	0	PROGRAM SERVICES	CONFERENCES/SEMINARS	$65,040
MIDDLE EAST AND NORTH AFRICA	0	0	PROGRAM SERVICES	STUDENT RECRUITMENT	$14,389
MIDDLE EAST AND NORTH AFRICA	0	0	PROGRAM SERVICES	RESEARCH	$11,907
MIDDLE EAST AND NORTH AFRICA	0	0	PROGRAM SERVICES	STUDY ABROAD	$1,000
MIDDLE EAST AND NORTH AFRICA	0	0	PROGRAM SERVICES	TEACHING SERVICES	$112
MIDDLE EAST AND NORTH AFRICA	0	0	GRANTMAKING		$204,623
NORTH AMERICA	0	0	PROGRAM SERVICES	CONFERENCES/SEMINARS	$570,778
NORTH AMERICA	0	0	PROGRAM SERVICES	STUDENT RECRUITMENT	$5,860
NORTH AMERICA	0	0	PROGRAM SERVICES	RESEARCH	$93,239
NORTH AMERICA	0	0	PROGRAM SERVICES	STUDY ABROAD	$3,302
NORTH AMERICA	0	0	PROGRAM SERVICES	TEACHING SERVICES	$14,602
NORTH AMERICA	0	0	PROGRAM SERVICES	ALUMNI TRAVEL	$486
NORTH AMERICA	0	0	PROGRAM SERVICES	OTHER	$9,051
NORTH AMERICA	0	0	FUNDRAISING		$15,231
NORTH AMERICA	0	0	GRANTMAKING		$653,571
RUSSIA AND NEIGHBORING STATES	0	0	PROGRAM SERVICES	CONFERENCES/SEMINARS	$6,678
RUSSIA AND NEIGHBORING STATES	0	0	PROGRAM SERVICES	STUDENT RECRUITMENT	$4,207
RUSSIA AND NEIGHBORING STATES	0	0	PROGRAM SERVICES	RESEARCH	$241
RUSSIA AND NEIGHBORING STATES	0	0	PROGRAM SERVICES	TEACHING SERVICES	$3,578
SOUTH AMERICA	0	0	PROGRAM SERVICES	CONFERENCES/SEMINARS	$141,069
SOUTH AMERICA	0	0	PROGRAM SERVICES	STUDENT RECRUITMENT	$4,419
SOUTH AMERICA	0	0	PROGRAM SERVICES	RESEARCH	$14,926
SOUTH AMERICA	0	0	PROGRAM SERVICES	STUDY ABROAD	$1,884
SOUTH AMERICA	0	0	PROGRAM SERVICES	TEACHING SERVICES	$11,777
SOUTH ASIA	0	0	PROGRAM SERVICES	CONFERENCES/SEMINARS	$43,513
SOUTH ASIA	0	0	PROGRAM SERVICES	STUDENT RECRUITMENT	$22,340
SOUTH ASIA	0	0	PROGRAM SERVICES	RESEARCH	$13,673
SOUTH ASIA	0	0	PROGRAM SERVICES	STUDY ABROAD	$3,385
SOUTH ASIA	0	0	PROGRAM SERVICES	MEDICAL SERVICES	$299
SOUTH ASIA	0	0	PROGRAM SERVICES	TEACHING SERVICES	$2,176
SOUTH ASIA	0	0	PROGRAM SERVICES	OTHER	$3,076
SOUTH ASIA	0	0	FUNDRAISING		$1,058
SUB-SAHARAN AFRICA	12	2	PROGRAM SERVICES	CONFERENCES/SEMINARS	$80,113
SUB-SAHARAN AFRICA	0	0	PROGRAM SERVICES	STUDENT RECRUITMENT	$375
SUB-SAHARAN AFRICA	0	0	PROGRAM SERVICES	RESEARCH	$322,144
SUB-SAHARAN AFRICA	0	0	PROGRAM SERVICES	STUDY ABROAD	$4,690
SUB-SAHARAN AFRICA	0	0	PROGRAM SERVICES	MEDICAL SERVICES	$6,680
SUB-SAHARAN AFRICA	0	0	PROGRAM SERVICES	TEACHING SERVICES	$13,876
SUB-SAHARAN AFRICA	0	0	PROGRAM SERVICES	OTHER	$5,555
SUB-SAHARAN AFRICA	0	0	GRANTMAKING		$47,574
CENTRAL AMERICA AND THE CARIBBEAN	0	0	INVESTMENTS		$1,319,626,845
EUROPE (INCLUDING ICELAND AND GREENLAND)	0	0	INVESTMENTS		$89,829,931

Field	Value	IRS element (for citing)
Subtotal Offices	0	SubtotalOfficesCnt
Subtotal Employees	0	SubtotalEmployeesCnt
Continuation Total Office	13	ContinuationTotalOfficeCnt
Continuation Total Employee	2	ContinuationTotalEmployeeCnt
Total Office	13	TotalOfficeCnt
Total Employee	2	TotalEmployeeCnt
Subtotal Spent	$850,646	SubtotalSpentAmt
Continuation Spent	$1,414,733,309	ContinuationSpentAmt
Total Spent	$1,415,583,955	TotalSpentAmt
Transfer To Foreign Corp	Yes (1)	TransferToForeignCorpInd
Interest In Foreign Trust	0	InterestInForeignTrustInd
Foreign Corp Ownership	Yes (1)	ForeignCorpOwnershipInd
Passive Foreign Investmest Co	Yes (1)	PassiveForeignInvestmestCoInd
Foreign Partnership	Yes (1)	ForeignPartnershipInd
Boycott Countries	Yes (1)	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 (1)	AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp

Organization Business Name OrganizationBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RUFFALO NOEL LEVITZ LLC	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	5249 NORTH PARK PLACE NE 1061	AddressLine1Txt
City	CEDAR RAPIDS	CityNm
State Abbreviation	IA	StateAbbreviationCd
ZIP	52402	ZIPCd

Field	Value	IRS element (for citing)
Fundraiser Control Of Funds	0	FundraiserControlOfFundsInd
Gross Receipts	$78,708	GrossReceiptsAmt
Retained By Contractor	$289,441	RetainedByContractorAmt
Net To Organization	-$210,733	NetToOrganizationAmt

Field	Value	IRS element (for citing)
Total Gross Receipts	$78,708	TotalGrossReceiptsAmt
Total Retained By Contractors	$289,441	TotalRetainedByContractorsAmt
Total Net To Organization	-$210,733	TotalNetToOrganizationAmt
Licensed States	NY	LicensedStatesCd

Fundraising Event Information FundraisingEventInformationGrp

Field	Value	IRS element (for citing)
Event1	GCHAS GALA	Event1Nm
Gross Receipts Event1	$2,117,317	GrossReceiptsEvent1Amt
Charitable Contri Event1	$480,140	CharitableContriEvent1Amt
Gross Revenue Event1	$1,637,177	GrossRevenueEvent1Amt
Rent Facility Costs Event1	$11,390	RentFacilityCostsEvent1Amt
Food And Beverage Event1	$200,000	FoodAndBeverageEvent1Amt
Other Direct Expenses Event1	$172,209	OtherDirectExpensesEvent1Amt
Event2	TTYH WINE AUCTION	Event2Nm
Gross Receipts Event2	$2,215,303	GrossReceiptsEvent2Amt
Charitable Contri Event2	$1,363,344	CharitableContriEvent2Amt
Gross Revenue Event2	$851,959	GrossRevenueEvent2Amt
Rent Facility Costs Event2	$139,157	RentFacilityCostsEvent2Amt
Food And Beverage Event2	$61,525	FoodAndBeverageEvent2Amt
Entertainment Event2	$4,600	EntertainmentEvent2Amt
Other Direct Expenses Event2	$255,210	OtherDirectExpensesEvent2Amt
Other Events Total	10	OtherEventsTotalCnt
Gross Receipts Other Events	$2,840,610	GrossReceiptsOtherEventsAmt
Charitable Contri Other Events	$2,093,716	CharitableContriOtherEventsAmt
Gross Revenue Other Events	$746,894	GrossRevenueOtherEventsAmt
Non Cash Prizes Other Events	$54,009	NonCashPrizesOtherEventsAmt
Rent Fclty Costs Other Events	$177,986	RentFcltyCostsOtherEventsAmt
Food And Beverage Other Events	$198,366	FoodAndBeverageOtherEventsAmt
Entertainment Other Events	$32,379	EntertainmentOtherEventsAmt
Oth Direct Expnss Other Events	$530,792	OthDirectExpnssOtherEventsAmt
Gross Receipts Total	$7,173,230	GrossReceiptsTotalAmt
Charitable Contributions Tot	$3,937,200	CharitableContributionsTotAmt
Gross Revenue Total Events	$3,236,030	GrossRevenueTotalEventsAmt
Non Cash Prizes Total Events	$54,009	NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events	$328,533	RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events	$459,891	FoodAndBeverageTotalEventsAmt
Entertainment Total Events	$36,979	EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events	$958,211	OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events	$1,837,623	DirectExpenseSummaryEventsAmt
Net Income Summary	$1,398,407	NetIncomeSummaryAmt

Supplemental Information Detail SupplementalInformationDetail

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

Schedule H IRS990ScheduleH

Field	Value	IRS element (for citing)
Financial Assistance Policy	Yes (1)	FinancialAssistancePolicyInd
Written Policy	Yes (1)	WrittenPolicyInd
FPG Reference Free Care	Yes (1)	FPGReferenceFreeCareInd
Percent200	Yes (X)	Percent200Ind
FPG Reference Discounted Care	Yes (1)	FPGReferenceDiscountedCareInd
Percent400	Yes (X)	Percent400Ind
Free Care Medically Indigent	Yes (1)	FreeCareMedicallyIndigentInd
Financial Assistance Budget	Yes (1)	FinancialAssistanceBudgetInd
Expenses Exceed Budget	Yes (1)	ExpensesExceedBudgetInd
Unable To Provide Care	0	UnableToProvideCareInd
Annual Community Bnft Report	Yes (1)	AnnualCommunityBnftReportInd
Report Publically Available	Yes (1)	ReportPublicallyAvailableInd

Financial Assistance At Cost Typ FinancialAssistanceAtCostTyp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$39,608,869	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$4,779,689	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$34,829,180	NetCommunityBenefitExpnsAmt
Total Expense	0.00550	TotalExpensePct

Unreimbursed Medicaid UnreimbursedMedicaidGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$788,233,061	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$510,013,263	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$278,219,798	NetCommunityBenefitExpnsAmt
Total Expense	0.04400	TotalExpensePct

Unreimbursed Costs UnreimbursedCostsGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$10,995,100	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$3,945,002	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$7,050,098	NetCommunityBenefitExpnsAmt
Total Expense	0.00110	TotalExpensePct

Total Financial Assistance Typ TotalFinancialAssistanceTyp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$838,837,030	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$518,737,954	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$320,099,076	NetCommunityBenefitExpnsAmt
Total Expense	0.05060	TotalExpensePct

Community Health Services CommunityHealthServicesGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$2,059,699	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$16,855	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$2,042,844	NetCommunityBenefitExpnsAmt
Total Expense	0.00030	TotalExpensePct

Health Professions Education HealthProfessionsEducationGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$207,497,848	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$10,906,101	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$196,591,747	NetCommunityBenefitExpnsAmt
Total Expense	0.03110	TotalExpensePct

Subsidized Health Services SubsidizedHealthServicesGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$738,003,676	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$509,375,376	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$228,628,300	NetCommunityBenefitExpnsAmt
Total Expense	0.03610	TotalExpensePct

Research ResearchGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$242,443,391	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$242,443,391	DirectOffsettingRevenueAmt

Cash And In Kind Contributions CashAndInKindContributionsGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$160,864	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$0	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$160,864	NetCommunityBenefitExpnsAmt
Total Expense	0.00000	TotalExpensePct

Total Other Benefits TotalOtherBenefitsGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$1,190,165,478	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$762,741,723	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$427,423,755	NetCommunityBenefitExpnsAmt
Total Expense	0.06750	TotalExpensePct

Total Community Benefits TotalCommunityBenefitsGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$2,029,002,508	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$1,281,479,677	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$747,522,831	NetCommunityBenefitExpnsAmt
Total Expense	0.11810	TotalExpensePct

Community Support CommunitySupportGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$274,896	TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns	$274,896	NetCommunityBenefitExpnsAmt
Total Expense	0.00000	TotalExpensePct

Total Communtity Building Acty TotalCommuntityBuildingActyGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$274,896	TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns	$274,896	NetCommunityBenefitExpnsAmt
Total Expense	0.00000	TotalExpensePct

Field	Value	IRS element (for citing)
Bad Debt Expense Reported	Yes (1)	BadDebtExpenseReportedInd
Bad Debt Expense	$25,547,323	BadDebtExpenseAmt
Bad Debt Expense Attributable	$550,397	BadDebtExpenseAttributableAmt
Reimbursed By Medicare	$322,552,869	ReimbursedByMedicareAmt
Cost Of Care Reimbursed By Medcr	$391,174,111	CostOfCareReimbursedByMedcrAmt
Medicare Surplus Or Shortfall	-$68,621,242	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 (1)	WrittenDebtCollectionPolicyInd
Financial Assistance Prvsn	Yes (1)	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	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 CLINICS, OUTPATIENT MENTAL HEALTH, MEHTADONE CLINIC, URGENT C	OtherDesc

Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp

Hospital Facility Name HospitalFacilityName

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

Field	Value	IRS element (for citing)
Facility	1	FacilityNum
First Licensed CY Or PY	0	FirstLicensedCYOrPYInd
Tax Exempt Hospital CY Or PY	0	TaxExemptHospitalCYOrPYInd
CHNA Conducted	Yes (1)	CHNAConductedInd
Community Definition	Yes (X)	CommunityDefinitionInd
Community Demographics	Yes (X)	CommunityDemographicsInd
Existing Resources	Yes (X)	ExistingResourcesInd
How Data Obtained	Yes (X)	HowDataObtainedInd
Community Health Needs	Yes (X)	CommunityHealthNeedsInd
Other Health Issues	Yes (X)	OtherHealthIssuesInd
Community Hlth Needs Id Process	Yes (X)	CommunityHlthNeedsIdProcessInd
Consulting Process	Yes (X)	ConsultingProcessInd
Prior CHNA Impact	Yes (X)	PriorCHNAImpactInd
CHNA Conducted	25	CHNAConductedYr
Take Into Account Others Input	Yes (1)	TakeIntoAccountOthersInputInd
CHNA Conducted With Other Fclts	Yes (1)	CHNAConductedWithOtherFcltsInd
CHNA Conducted With Non Fclts	Yes (1)	CHNAConductedWithNonFcltsInd
CHNA Report Widely Available	Yes (1)	CHNAReportWidelyAvailableInd
Rpt Available On Own Website	Yes (X)	RptAvailableOnOwnWebsiteInd
Own Website URL	SEE SCHEDULE H, PART V, SECTION C	OwnWebsiteURLTxt
Other Website	Yes (X)	OtherWebsiteInd
Other Website URL	SEE SCHEDULE H, PART V, SECTION C	OtherWebsiteURLTxt
Paper Copy Public Inspection	Yes (X)	PaperCopyPublicInspectionInd
Rpt Available Thru Other Method	Yes (X)	RptAvailableThruOtherMethodInd
Implementation Strategy Adopt	Yes (1)	ImplementationStrategyAdoptInd
Implementation Strategy Adpt	25	ImplementationStrategyAdptYr
Strategy Posted Website	Yes (1)	StrategyPostedWebsiteInd
Strategy Website URL	SEE SCHEDULE H, PART V, SECTION C	StrategyWebsiteURLTxt
Organization Incur Excise Tax	0	OrganizationIncurExciseTaxInd
Elig Criteria Explained	Yes (1)	EligCriteriaExplainedInd
FPG Family Incm Lmt Free Dscnt	Yes (X)	FPGFamilyIncmLmtFreeDscntInd
FPG Family Incm Lmt Free Care	200.000000000000	FPGFamilyIncmLmtFreeCarePct
FPG Family Incm Lmt Dscnt Care	400.000000000000	FPGFamilyIncmLmtDscntCarePct
Income Level Criteria	Yes (X)	IncomeLevelCriteriaInd
Asset Level Criteria	Yes (X)	AssetLevelCriteriaInd
Medical Indigency Criteria	Yes (X)	MedicalIndigencyCriteriaInd
Insurance Status Criteria	Yes (X)	InsuranceStatusCriteriaInd
Underinsurance Stat Criteria	Yes (X)	UnderinsuranceStatCriteriaInd
Residency Criteria	Yes (X)	ResidencyCriteriaInd
Explained Basis	Yes (1)	ExplainedBasisInd
App Financial Asst Expln	Yes (1)	AppFinancialAsstExplnInd
Described Info	Yes (X)	DescribedInfoInd
Described Suprt Doc	Yes (X)	DescribedSuprtDocInd
Provided Hospital Contact	Yes (X)	ProvidedHospitalContactInd
Includes Publicity Measures	Yes (1)	IncludesPublicityMeasuresInd
FAP Available On Website	Yes (X)	FAPAvailableOnWebsiteInd
FAP Available On Website URL	HTTPS://WWW.URMC.ROCHESTER.EDU/GETMEDIA/0BC830CE-7DF0-45CA-A59C-E1D40DD0345	FAPAvailableOnWebsiteURLTxt
FAP App Available On Website	Yes (X)	FAPAppAvailableOnWebsiteInd
FAP App Available On Website URL	HTTPS://WWW.URMC.ROCHESTER.EDU/GETMEDIA/0E0739E8-B2C2-4D36-9F5B-DC43108F50B	FAPAppAvailableOnWebsiteURLTxt
FAP Summary On Website	Yes (X)	FAPSummaryOnWebsiteInd
FAP Summary On Website URL	HTTPS://WWW.URMC.ROCHESTER.EDU/GETMEDIA/81B09F79-CA36-4E0B-B92A-49578B5437B	FAPSummaryOnWebsiteURLTxt
FAP Avlbl On Request No Charge	Yes (X)	FAPAvlblOnRequestNoChargeInd
FAP App Avlbl On Request No Chrg	Yes (X)	FAPAppAvlblOnRequestNoChrgInd
FAP Sum Avlbl On Request No Chrg	Yes (X)	FAPSumAvlblOnRequestNoChrgInd
Notified FAP Copy Bill Display	Yes (X)	NotifiedFAPCopyBillDisplayInd
Communtity Notified FAP	Yes (X)	CommuntityNotifiedFAPInd
FAP Translated	Yes (X)	FAPTranslatedInd
FAP Actions On Nonpayment	Yes (1)	FAPActionsOnNonpaymentInd
Permit No Actions	Yes (X)	PermitNoActionsInd
Collection Activities	0	CollectionActivitiesInd
Provided Written Notice	Yes (X)	ProvidedWrittenNoticeInd
Made Effort Orally Notify	Yes (X)	MadeEffortOrallyNotifyInd
Processed FAP Application	Yes (X)	ProcessedFAPApplicationInd
Made Presumptive Elig Determ	Yes (X)	MadePresumptiveEligDetermInd
Other Actions Taken	Yes (X)	OtherActionsTakenInd
Nondis Emergency Care Policy	Yes (1)	NondisEmergencyCarePolicyInd
Look Back Medicare	Yes (X)	LookBackMedicareInd
Amounts Generally Billed	0	AmountsGenerallyBilledInd
Gross Charges	0	GrossChargesInd

Supplemental Information SupplementalInformationGrp (5 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
STRONG MEMORIAL HOSPITAL & EXT CLINICS	PART V, SECTION B, LINE 5: UR STRONG CONDUCTED ITS COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) IN COLLABORATION WITH OTHER HOSPITALS, THE HEALTH DEPARTMENT, COMMUNITY BASED ORGANIZATIONS, AND RESIDENTS IN MONROE COUNTY. THE OVERSIGHT GROUP, CALLED THE COMMUNITY HEALTH IMPROVEMENT WORKGROUP (CHIW) MEETS MONTHLY TO CONDUCT THE CHNA WHEN INDICATED AND TO IMPLEMENT THE COMMUNITY-WIDE IMPROVEMENT STRATEGY. COMMUNITY INPUT IS CRITICAL THROUGHOUT THE CHNA PROCESS, THE IMPROVEMENT PLANNING PROCESS, AND THE IMPLEMENTATION PROCESS. ONGOING COMMUNITY ENGAGEMENT IS VITAL TO INFORM THE AGENDA. EACH OF THE HOSPITAL SYSTEMS INCLUDED IN THE CHNA: UNIVERSITY OF ROCHESTER STRONG MEMORIAL HOSPITAL, HIGHLAND HOSPITAL, ROCHESTER GENERAL, AND UNITY HOSPITAL TOOK INTO ACCOUNT INPUT FROM PERSONS WHO REPRESENT THE COMMUNITY. THE MONROE COUNTY DEPARTMENT OF PUBLIC HEALTH WAS REPRESENTED AT EACH CHIW MEETING BY DR. MARIELENA VELEZ DE BROWN, COMMISSIONER OF PUBLIC HEALTH, AND/OR KATHY CARELOCK, BSN MANAGER OF PUBLIC HEALTH NURSING SERVICES FOR THE MONROE COUNTY DEPT OF PUBLIC HEALTH. DR. VELEZ DE BROWN AND MS. CARELOCK ARE VERY AWARE OF COMMUNITY NEEDS, OVERSEE THE YOUTH RISK BEHAVIOR SURVEY PROCESS AND ARE EXPERTS IN EFFECTIVE PUBLIC HEALTH ASSESSMENT AND INTERVENTION. THERESA GREEN, PHD, MBA, DIRECTOR OF COMMUNITY HEALTH POLICY FROM THE URMC CENTER FOR COMMUNITY HEALTH AND PREVENTION, AND DEPT OF PUBLIC HEALTH BOARD PRESIDENT, PROVIDED EXPERT ADVICE ON COMMUNITY ENGAGEMENT AND EVIDENCE-BASED INTERVENTIONS. IN ADDITION, COMMON GROUND HEALTH, WHO REPRESENTS THE COMMUNITY VOICE TO THE CHIW, AND WHO MANAGES BOTH THE AFRICAN AMERICAN HEALTH COALITION AND THE LATINO HEALTH COALITION FOR MONROE COUNTY, WAS REPRESENTED AT EACH MEETING BY EITHER DINA FATICONE, DIRECTOR OF COMMUNITY HEALTH AND ENGAGEMENT OR LUCAS SEINK, MSBA, CASAC, HEALTH PLANNING RESEARCH ANALYST, OR BOTH.SPECIFICALLY, FOR THE 2025 CHNA, COMMUNITY INPUT WAS ACQUIRED BY REVIEWING EXISTING COMMUNITY REPORTS AND BY DISCUSSIONS WITH EXISTING COMMUNITY-BASED GROUPS ABOUT THE DATA-IDENTIFIED NEEDS. RECENTLY, COMMON GROUND HEALTH REPORTED THE RESULTS OF ITS SUMMER 2022 "MY HEALTH STORY" SURVEY IN A SPOTLIGHT REPORT TITLED "SELF-REPORTED HEALTH CONCERNS IN THE FINGER LAKES REGION, 2022". THIS SERVED AS A STARTING POINT TO COMMUNITY INPUT. BETWEEN JULY AND NOVEMBER 2024, CHIW LEADERSHIP FACILITATED A SERIES OF ENGAGEMENT SESSIONS WITH DIVERSE GROUPS ACROSS THE COUNTY TO GATHER INPUT TO INFORM THE CHNA. GROUPS INCLUDED ADVISORY BOARDS, THE MONROE COUNTY BOARD OF HEALTH, COMMUNITY-BASED COALITIONS AND THE ROCHESTER FLOWER CITY AMERICORPS MEMBERS. THIS HIGH-LEVEL COLLABORATION AMONG COMMUNITY MEMBERS, PUBLIC HEALTH PROVIDERS AND HOSPITAL SYSTEMS, ALONG WITH THE ROBUST PROCESS OF COMMUNITY INPUT GATHERING, PROVIDES A TRULY COMMUNITY-BASED HEALTH NEEDS ASSESSMENT AND IMPROVEMENT PLAN.
STRONG MEMORIAL HOSPITAL & EXT CLINICS	PART V, SECTION B, LINE 6A: THE CHNA WAS CONDUCTED WITH SEVERAL OTHER HOSPITAL FACILITIES. ANASSESSMENT OF MONROE COUNTY WAS CONDUCTED JOINTLY BY UNIVERSITY OFROCHESTER STRONG MEMORIAL HOSPITAL AND HIGHLAND HOSPITAL, AND ROCHESTERREGIONAL HEALTH INCLUDING ROCHESTER GENERAL HOSPITAL AND UNITY HOSPITAL
STRONG MEMORIAL HOSPITAL & EXT CLINICS	PART V, SECTION B, LINE 6B: THE CHNA WAS CONDUCTED WITH SEVERAL OTHER ORGANIZATIONS BESIDES THE HOSPITAL FACILITIES. THE MONROE COUNTY DEPARTMENT OF PUBLIC HEALTH WAS VERY ENGAGED IN THE CHNA PROCESS, WAS PRESENT AT EACH MEETING AND ASSISTED WITH DATA ANALYSIS AND IMPROVEMENT PLANNING. COMMON GROUND HEALTH IS THE REGIONAL PLANNING AGENCY AND WAS REPRESENTED AT ALMOST EVERY MEETING OF THE COMMUNITY HEALTH IMPROVEMENT WORKGROUP (CHIW), AND WAS INSTRUMENTAL IN DEVELOPING THE CHNA, BOTH BY PROVIDING DATA AND ASSISTING WITH COMMUNITY ENGAGEMENT. THE MONROE COUNTY CHIW OVERSEES THE CHNA PROCESS AS WELL AS THE CHIP CREATION AND IMPLEMENTATION. THERE ARE SEVERAL COMMUNITY-BASED ADVISORY MEMBERS OF THE CHIW WHO HELPED CONDUCT THE CHNA INCLUDING REPRESENTATIVES FROM: GOODWILL (211 AND 988 SYSTEMS), ACTION FOR A BETTER COMMUNITY, CENTER FOR TOBACCO-FREE FINGER LAKES, THE CITY OF ROCHESTER, FINGER LAKES PERFORMING PROVIDER SYSTEM (LOCAL DSRIP AGENCY), MONROE COUNTY OFFICE OF MENTAL HEALTH, AGENCIES FOR THE UNHOUSED, ROCHESTER-MONROE ANTI-POVERTY INITIATIVE, ROCHESTER REGIONAL HEALTH INFORMATIONAL EXCHANGE, RONALD MCDONALD HOUSE, UNITED WAY OF GREATER ROCHESTER, TRILLIUM HEALTH, ANTHONY JORDAN HEALTH CENTER (FQHC) AND WILMOT CANCER INSTITUTE.
STRONG MEMORIAL HOSPITAL & EXT CLINICS	PART V, SECTION B, LINE 7D: PART V, SECTION B, LINE 7A&D,10 - CHNA & IMP PLAN PUBLIC AVAILABILITYTHE CHNA REPORT WAS MADE WIDELY AVAILABLE TO THE PUBLIC. A COPY OF THE ORGANIZATION'S CHNA AND IMPLEMENTATION/IMPROVEMENT PLAN CAN BE FOUND AT: HTTPS://WWW.URMC.ROCHESTER.EDU/COMMUNITY-HEALTH/HEALTH-POLICY/COMMUNITY-HEALTH-NEEDS-ASSESSMENT-IMPROVEMENT-PLAN OUR CHNA AND IMPLEMENTATION/IMPROVEMENT PLAN ARE AVAILABLE TO THE PUBLIC UPON REQUEST AND ARE ALSO POSTED ON THE COLLABORATING HOSPITAL SYSTEM'S WEBSITES AND ON THE MONROE COUNTY DEPARTMENT OF PUBLIC HEALTH'S WEBSITE. OUR CHIW MEETINGS ARE OPEN TO THE PUBLIC UPON REQUEST AND THE CHNA WAS DISCUSSED WITH EACH OF THE HOSPITALS BOARD OF DIRECTORS. IN ADDITION, THE CHNA AND CHIP HAS BEEN SHARED WITH NUMEROUS COMMUNITY AGENCIES AND STUDENT GROUPS AT CLASSES OR MEETINGS WHERE MEMBERS OF THE CHIW PRESENT. INFORMATION IS ALWAYS SHARED AS TO WHERE TO FIND THE COMPLETE REPORT.
STRONG MEMORIAL HOSPITAL & EXT CLINICS	PART V, SECTION B, LINE 11: IN CONDUCTING THE 2025 CHNA, SEVERAL PRIORITY NEEDS WERE IDENTIFIED. THE CHIW MEMBERS DISCUSSED SEVERAL CHARACTERISTICS THAT WOULD HELP TO DEFINE HOW TO PRIORITIZE THE MANY NEEDS IN MONROE COUNTY. IMPORTANT CRITERIA FOR SELECTION INCLUDED THE DEGREE TO WHICH THE COMMUNITY SAW THIS AS A PROBLEM, THE MAGNITUDE OF THE NEED IN MONROE COUNTY, AND THE SEVERITY OF THE NEED. REVIEW OF SEVERAL DATA SOURCES AS WELL AS COMMUNITY ENGAGEMENT AND REPORT REVIEW YIELDED THE IDENTIFICATION OF SEVERAL AREAS OF CONCERN THAT FIT THE PRIORITIZATION CRITERIA. THE CHIW EXAMINED MONROE COUNTY METRICS AGAINST THE NEW YORK STATE'S PREVENTION AGENDA DASHBOARD AND 2030 PREVENTION AGENDA GOALS. THE CHIW PRIORITIZED AREAS THAT WERE IDENTIFIED BY THE COMMUNITY AS CRITICAL, AND AREAS WHERE THE MAGNITUDE OF THE NEED WAS SIGNIFICANT (BY EXAMINING THE MONROE COUNTY STATISTIC AGAINST STATE AVERAGES, AND PREVENTION AGENDA GOALS). THREE PRIORITY AREAS WERE SELECTED FOR THE 2025-2027 MONROE COUNTY COMMUNITY HEALTH IMRPOVEMENT PLAN, IN ACCORDANCE WITH THE NYS PREVENTION AGENDA, AND THE URMC HOSPITALS WILL WORK TO ADDRESS THESE AREAS. (1) ECONOMIC STABILITY REDUCE THE PERCENTAGE OF PEOPLE LIVING IN POVERTY, AND THE IMPACT OF POVERTY ON HEALTH, WITH SPECIAL ATTENTION TO ROCHESTER RESIDENTS. (2) MENTAL WELLNESS DECREASE THE PERCENTAGE OF ADULTS IN MONROE COUNTY WHO EXPERIENCE FREQUENT MENTAL DISTRESS FROM ANXIETY AND STRESS. (3) HEALTHY BIRTHS DECREASE THE RATE OF MATERNAL MORTALITY IN MONROE COUNTY SPECIFICALLY REDUCING DIFFERENCES IN HEALTH OUTCOMES. TO ADDRESS THESE STRATEGIES, SEVERAL EVIDENCE-BASED INTERVENTIONS WERE SELECTED. THE CHIW EXTENSIVELY REVIEWED THE NYS PREVENTION AGENDA FOR EVIDENCE-BASED INTERVENTIONS FOR EACH STRATEGY AND CATALOGUED WHAT WAS ALREADY BEING DONE IN MONROE COUNTY. TO IMPROVE ECONOMIC STABILITY THERE ARE THREE EVIDENCE-INFORMED STRATEGIES: (1) LINK RESIDENTS TO CAREER PATHWAYS AND EDUCTIONAL PROGRAMS IN NEEDED HEALTH PROFESSIONS; (2) BUILD STRONG COLLABORATION BETWEEN THE CHIW AND THE ROCHESTER-MONROE ANTIPOVERTY INITIATIVE; AND (3) SCREEN PATIENTS FOR SOCIAL NEEDS AND CONNECT PATIENTS TO NEEDED RESOURCES. TO IMPROVE MENTAL WELLNESS THERE ARE TWO EVIDENCE-INFORMED STRATEGIES: (1) PROMOTE SOCIAL PRESCRIBING AND PROGRAMS THAT ARE RESOURCES FOR SOCIAL CONNECTION, AND (2) PROMOTE EVIDENCE-BASED MINDFULNESS PROGRAMS.TO IMPROVE HEALTHY BIRTHS THERE ARE THREE EVIDENCE-INFORMED STRATEGIES: (1) SUPPORT COMMUNITY-BASED DOULA PROGRAMS, (2) CONNECT HIGH-RISK PEOPLE TO HOME VISITATION PROGRAMS, AND (3) EXPLORE QUANTITATIVE AND QUALITATIVE DATA FOR DRIVERS OF OUTCOME DIFFERENCES. THE URMC WILL CONTINUE TO SUPPORT A MINI-GRANT PROCESS TO PROVIDE RESOURCES TO COMMUNITY-BASED ORGANIZATIONS THAT ARE WORKING TO ADVANCE THESE THREE PRIORITY AREAS. MINI-GRANT AWARDS ARE GIVEN ANNUALLY AND RESULTS ARE TRACKED AND REPORTED.IN SELECTING THESE AREAS, SEVERAL OTHER HEALTH PRIORITY AREAS COULD NOT BE PRIORITIZED. THERE ARE NOT ENOUGH RESOURCES TO ADDRESS ALL THE AREAS OF NEED SIMULTANEOUSLY AND THEREFORE SOME AREAS CANNOT BE ACTIONABLE. THE CHIW USED THE SELECTION CRITERIA, AND THE DATA IN RELATION TO THE NYS PREVENTION AGENDA TO SELECT AREAS OF PRIORITY. THE OTHER NON-SELECTED HEALTH CONCERNS ARE STILL SIGNIFICANT NEEDS THAT MUST BE ADDRESSED TO IMPROVE THE HEALTH OF MONROE COUNTY. THESE INCLUDE: ACCESS TO CARE, CULTURAL UNDERSTANDING AMONG HEALTH CARE WORKERS, PREVENTIVE CARE AND HEALTH EDUCATION, AGING OF THE POPULATION, OPIOID ADDICTION AND OVERDOSE, OBESITY AND OVERWEIGHT. ALTHOUGH NOT SPECIFICALLY PRIORITIZED IN THE CHIW, SEVERAL DEPARTMENTS WITHIN THE HOSPITAL ARE WORKING WITH COMMUNITY AGENCIES TO ADDRESS THESE PROBLEMS. THE CHIW WILL CONTINUE TO FOLLOW THESE AREAS AND TO SUPPORT ANY AGENCY WORKING PRODUCTIVELY ON THESE HEALTH CONCERNS. IN ADDITION, SOME OF THESE SECONDARY NON-SELECTED ISSUES WILL BE ADDRESSED WITHIN THE TWO SELECTED FOCUS AREAS, A BIT LATER. BY FOCUSING ON SOCIAL DETERMINANTS AND UPSTREAM INTERVENTIONS, THE CHIW HOPES TO EXPAND ITS IMPACT TO OTHER AREAS OF NEED, NOT SELECTED AS FOCUS AREAS AT THIS TIME.PROGRESS ON THE IMPLEMENTATION STRATEGY IS WIDELY AVAILABLE TO THE PUBLIC AND CAN BE FOUND ON THE SAME WEBSITE AS THE CHNA (HTTPS://WWW.URMC.ROCHESTER.EDU/COMMUNITY.ASPX).

Field	Value	IRS element (for citing)
Facility	11	FacilityNum

Oth Hlth Care Fclts Not Hospital OthHlthCareFcltsNotHospitalGrp

Oth Hlth Care Fclts OthHlthCareFcltsGrp (11 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	FacilityFacilityTxt	Address Line2USAddress/AddressLine2Txt
1 - EASTMAN DENTAL CENTER
625 ELMWOOD AVENUE	ROCHESTER	NY	14620	OUTPATIENT DENTAL CLINIC
2 - UNIVERSITY DENTAL FACULTY GROUP
2400 SOUTH CLINTON AVENUE BLDG H	ROCHESTER	NY	14618	OUTPATIENT DENTAL CLINIC	STE220
3 - EASTMAN DENTAL CENTER
180 SAWGRASS DRIVE	ROCHESTER	NY	14620	OUTPATIENT DENTAL CLINIC
4 - EASTMAN DENTAL CLINIC AT SCHOOL #17
158 ORCHARD ST	ROCHESTER	NY	14611	OUTPATIENT DENTAL CLINIC
5 - EASTMAN DENTAL - DOWNTOWN CLINIC
228 E MAIN ST	ROCHESTER	NY	14604	OUTPATIENT DENTAL CLINIC
6 - EASTMAN DENTAL CENTER
601 ELMWOOD AVE	ROCHESTER	NY	14642	OUTPATIENT DENTAL CLINIC
7 - EDC SMILEMOBILE VANS
625 ELMWOOD AVE	ROCHESTER	NY	14620	OUTPATIENT DENTAL CLINIC
8 - CULVER COMPLEX CARE CENTER
905 CULVER ROAD	ROCHESTER	NY	14609	OUTPATIENT DENTAL CLINIC
9 - EASTMAN DENTAL CENTER
5100 WEST TAFT ROAD	LIVERPOOL	NY	13088	OUTPATIENT DENTAL CLINIC
10 - EASTMAN DENTAL CLINIC AT EAST HIGH SCHL
1801 E MAIN ST	ROCHESTER	NY	14609	OUTPATIENT DENTAL CLINIC
11 - EASTMAN DENTAL CENTER
7329 SENECA ROAD	HORNELL	NY	14843	OUTPATIENT DENTAL CLINIC

Supplemental Information Detail SupplementalInformationDetail (18 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART I, LINE 7:	PART I, LINE 7- COSTING METHODOLOGY USEDTHE COSTING METHODOLOGY USED IN CALCULATING THE AMOUNTS REPORTED ON THELINE 7 TABLE IS BASED ON A COST ACCOUNTING SYSTEM.CONSISTENT WITH PRIOR YEARS, DUE TO THE ADOPTION OF ACCOUNTINGPRONOUNCEMENT ASC 606, IMPLICIT PRICE CONCESSIONS ARE TREATED AS ACONTRA-REVENUE ITEM ON THE STATEMENT OF REVENUE.
PART I, LINE 7G:	PART I, LINE 7G- SUBSIDIZED HEALTH SERVICESCOSTS ATTRIBUTABLE TO A PHYSICIAN CLINIC WERE INCLUDED ON PART I, LINE7G,SUBSIDIZED HEALTH SERVICES, AND INCLUDED TOTAL COMMUNITY BENEFIT EXPENSEOF $136,999,204; DIRECT OFFSETTING REVENUE OF $111,140,379, NET COMMUNITY BENEFIT EXPENSE OF $25,858,825.PART I, LINE 7, COL. (F) - BAD DEBT EXPENSE AND DIRECT OFFSETTING REVENUETHE 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 $25,547,323
PART I, LN 7 COL(F):	PART III, SECTION A, LINE 4- IMPLICIT PRICE CONCESSION FOOTNOTETHE TEXT OF THE IMPLICIT PRICE CONCESSION (BAD DEBT EXPENSE) FOOTNOTE FORTHE UNIVERSITY CAN BE FOUND ON PAGE 17 (ITEM W) OF THE ELECTRONICALLYATTACHED AUDITED FINANCIAL STATEMENTS.
PART III, LINE 2:	PART III, SECTION A, LINE 2- IMPLICIT PRICE CONCESSIONS/BAD DEBT EXPENSETHE COSTING METHODOLOGY USED IN DETERMINING THE AMOUNTS REPORTED ON LINES2 AND 3 IS BASED ON ACTUAL CHARGES WRITTEN OFF (AMOUNTS THAT ARE DEEMEDTO BE UNCOLLECTIBLE AND RECORDED AS IMPLICIT PRICE CONCESSIONS UNDERACCOUNTING PRONOUNCEMENT ASC 606).PART III, SECTION A, LINE 4- IMPLICIT PRICE CONCESSION FOOTNOTETHE TEXT OF THE IMPLICIT PRICE CONCESSION (BAD DEBT EXPENSE) FOOTNOTE FORTHE UNIVERSITY CAN BE FOUND ON PAGE 17 (ITEM W) OF THE ELECTRONICALLYATTACHED AUDITED FINANCIAL STATEMENTS.
PART II- DETAIL OF COMMUNITY BUILDING ACTIVITIES	UR STRONG HAS SEVERAL INITIATIVES THAT CONTRIBUTE TO COMMUNITY BENEFITS AND COMMUNITY BUILDING ACTIVITIES, NOT ALL OF WHICH ARE DETAILED HERE. OVERALL, REVIEW OF A HOSPITAL ASSOCIATION OF NEW YORK STATE (HANYS) ANALYSIS OF THE ECONOMIC AND COMMUNITY BENEFIT OF UR STRONG SHOWS SIGNIFICANT CONTRIBUTIONS TO THE COMMUNITY. IN THE 2025 HANYS ECONOMIC AND COMMUNITY BENEFITS REPORT, STRONG MEMORIAL HOSPITAL GENERATED 25,000 JOBS AND APPROXIMATELY $600 MILLION TAX DOLLARS TO STIMULATE THE ECONOMIES OF THE COMMUNITY. A RECENT STUDY, "ECONOMIC ENGINE AND COMMUNITY CATALYST" ANALYZED FY24 DATA AND FOUND THAT THE UNIVERSITY OF ROCHESTER (INCLUDING URMC, STRONG) HAS A $13 BILLION ANNUAL ECONOMIC IMPACT STATEWIDE, INCLUDING SUPPORTING 66,700 JOBS ACROSS NEW YORK STATE. THERE ARE SEVERAL HOSPITAL-BASED INITIATIVES THAT SUPPORT THE HEALTH OF OUR COMMUNITY THROUGH COMMUNITY HEALTH IMPROVEMENT SERVICES, COMMUNITY BENEFITS OPERATIONS AND CASH/IN-KIND CONTRIBUTIONS (REPORTED IN PART I #7) AND COMMUNITY BUILDING ACTIVITIES (REPORTED IN PART II). IN FY2025, CONSISTENT WITH YEARS PAST, THE LARGEST REPORTED SUBMISSIONS INCLUDE THE CENTER FOR COMMUNITY HEALTH AND PREVENTION (CCHP), PEDIATRIC LINKS TO THE COMMUNITY (PLC), WILMOT CANCER CENTER'S COMMUNITY OUTREACH AND ENGAGEMENT, PSYCHIATRY MENTAL HEALTH PREVENTION INITIATIVES AND HOPE LODGE - EACH DESCRIBED BELOW. TO HIGHLIGHT THE IMPORTANCE OF ITS COMMUNITY HEALTH MISSION, THE URMC FINANCIALLY SUPPORTS THE CENTER FOR COMMUNITY HEALTH AND PREVENTION (CCHP) WHICH WAS ESTABLISHED IN 2006 AS THE LINK BETWEEN THE COMMUNITY AND THE UNIVERSITY. IN FY25, THE CCHP UPDATED ITS MISSION: TO UNITE OUR COMMUNITY AND THE UNIVERSITY OF ROCHESTER MEDICAL CENTER IN A SHARED GOAL OF ENSURING EVERYONE ACHIEVE THEIR HIGHEST LEVEL OF HEALTH. THROUGH DISEASE PREVENTION AND HEALTHY LIVING PROGRAMS, RESEARCH, EDUCATION, AND POLICY THE CCHP WORKS TO CREATE ENVIRONMENTS THAT SUPPORT HEALTHY BEHAVIORS AIMED AT PREVENTING DISEASE AND CREATING A HEALTHIER COMMUNITY. THE CCHP HOUSES THE NEW YORK STATE EMERGING INFECTIONS PROGRAM WHICH IS PART OF THE NATIONAL EFFORT TO PROVIDE POPULATION-BASED COMMUNICABLE DISEASE DATA TO IDENTIFY POPULATIONS AT RISK. THE CCHP MANAGES THE COMMUNITY HEALTH IMPROVEMENT EFFORTS, INCLUDING THE COMMUNITY HEALTH NEEDS ASSESSMENT AND IMPROVEMENT PLANNING AND IMPLEMENTATION. URMC STRONG AND HIGHLAND HOSPITALS CONTRIBUTE FINANCIALLY TO THIS PROCESS IN ADDITION TO SPECIFIC CCHP SUPPORT FUNDS. THE CCHP SUPPORTS THE COMMUNITY ADVISORY COUNCIL AND THE YOUTH ADVISORY BOARD THAT DEVELOPS LEADERSHIP IN COMMUNITY MEMBERS WHILE ADVISING URMC RESEARCH AND INTERVENTIONS.PEDIATRIC LINKS WITH THE COMMUNITY (PLC) IS HOUSED IN THE HOEKELMAN CENTER, SUPPORTED BY URMC STRONG, AND HAS TRAINED CLOSE TO 1000 FIRST-YEAR RESIDENTS FROM PEDIATRICS, MEDICINE-PEDIATRICS, AND FAMILY MEDICINE, AND MEDICAL STUDENTS. DURING THIS TWO-WEEK ROTATION, RESIDENTS AND STUDENTS LEARN FIRST-HAND ABOUT CRITICAL FACTORS AFFECTING CHILD HEALTH, WHILE INTERACTING WITH MEDICAL AND NON-MEDICAL PROVIDERS AT VARIOUS COMMUNITY-BASED ORGANIZATIONS AND PROGRAMS. THIS PROGRAM PROMOTES THE HEALTH OF THE COMMUNITY BY HAVING STUDENTS CONTRIBUTE TO THE COMMUNITY-BASED ORGANIZATIONS WITH THEIR MEDICAL TALENTS, WHILE ALSO LEARNING TO BECOME MORE EMPATHETIC PROVIDERS TO SERVE THEIR COMMUNITY IN THE FUTURE.THE WILMOT CANCER INSTITUTE HOUSES THE COMMUNITY OUTREACH & ENGAGEMENT (COE) CENTER WHICH WORKS TO REDUCE THE BURDEN OF CANCER, PARTICULARLY IN UNDERSERVED AND UNDERSTUDIED PEOPLE, BY COLLABORATING WITH COMMUNITIES TO BETTER UNDERSTAND AND RESOLVE DIFFERENCES IN CANCER OUTCOMES. THE COE ASSISTS WILMOT RESEARCHERS AND URMC STAFF AND COMMUNITY MEMBERS WITH A VARIETY OF CANCER-RELATED SERVICES INCLUDING COMMUNITY-DRIVEN RESEARCH PROJECTS, OUTREACH ACTIVITIES, DISSEMINATION OF PROGRAMS AND TRANSLATION SERVICES. COMMUNITY BENEFITS ARE GIVEN THROUGH THE COE ACTIVIES, MOU'S WITH COMMUNITY AGENCIES, AND THE BUILDING AND SUPPORT OF THE CANCER COMMUNITY ADVISORY COUCIL COALITION. THE URMC DEPARTMENT OF PSYCHIATRY HAS MANY COMMUNITY-ENGAGED INITIATIVES TO SUPPORT MENTAL HEALTH IN THE GREATER ROCHESTER AREA AND BEYOND. THE DEPARTMENT AIMS TO ADVOCATE FOR AND DELIVER ACCESSIBLE, QUALITY BEHAVIORAL HEALTH SERVICE, ASSIST MEDICAL CARE OF THE PSYCHIATRICALLY VULNERABLE POPULATION AND ENHANCE ONGOING EDUCATIONAL AND RESEARCH PARTNERSHIPS WITH LOCAL COMMUNITY ORGANIZATIONS IN THE GREATER ROCHESTER AREA. OF NOTE IS THE PSYCHIATRY DEPARTMENTS EXTENSIVE EDUCATION AND TRAINING COLLABORATIONS, INCLUDING THE ECHO PROJECT WHICH PROVIDES SPECIALTY TRAINING FOR TEAMS TO SUPPORT BEHAVIORAL NEEDS AMONG VULNERABLE POPULATIONS SUCH AS YOUTH AND THE ELDERLY; AND THE HEAL PROGRAM (HEALING THROUGH HEALTH, EDUCATION, ADVOCACY AND LAW) WHICH PROVIDES MENTAL HEALTH, LEGAL AND SOCIAL SERVICES TO ADULTS IN NEED. URMC SUPPORTS THE AMERICAN CANCER SOCIETY HOPE LODGE PROGRAM WHICH PROVIDES A FREE HOME AWAY FROM HOME FOR CANCER PATIENTS AND THEIR CAREGIVERS. GUESTS SHARE MEALS, CAN JOIN ACTIVITIES AND HAVE THEIR OWN PRIVATE ROOM. COMMUNITY BUILDING IS EVIDENT THROUGHOUT THE HOSPITAL DEPARTMENTS THROUGH SEVERAL INITIATIVES. OF NOTE, THE COMMUNITY-BASED PARTICIPATORY RESEARCH TRAINING PROGRAM IS A FREE COURSE FOR RESEARCHERS AND COMMUNITY MEMBERS TO LEARN HOW TO WORK TOGETHER TO RESPECT THE TALENTS AND STRENGTHS OF BOTH IN AN EFFORT TO ADVANCE RESEARCH. SPEECH PATHOLOGY HAS SEVERAL COMMUNITY OUTREACH PROGRAMS AND RUNS 'THE LOUD CROWD', A FREE GROUP THERAPY APPROACH TO HELP INDIVIDUALS WITH PARKINSON'S DISEASE. THE OPHTHALMOLOGY DEPARTMENT HAS MENTORSHIP PROGRAMS TO INCREASE INTEREST IN THE FIELD BY HELPING MEDICAL STUDENTS BECOME COMPETITIVE OPHTHALMOLOGY RESIDENCY APPLICANTS.
PART III, LINE 8:	PART III, SECTION B, LINE 8- COSTING METHODOLOGY, MEDICARE SHORTFALLTHE COSTING METHODOLOGY USED IN DETERMINING THE AMOUNT REPORTED ON LINE 6IS BASED ON REPORTS PRODUCED FROM THE HOSPITAL'S DECISION SUPPORT SYSTEMFOR THE YEAR.CONSISTENT WITH THE CHARITABLE HEALTHCARE MISSION OF THE HOSPITAL AND THECOMMUNITY BENEFIT STANDARD SET FORTH IN IRS REVENUE RULING 69-545, THEHOSPITAL PROVIDES CARE FOR ALL PATIENTS COVERED BY MEDICARE SEEKINGMEDICAL CARE. SUCH CARE IS PROVIDED REGARDLESS OF WHETHER THEREIMBURSEMENT PROVIDED FOR SUCH SERVICES MEETS OR EXCEEDS THE COSTSINCURRED BY THE HOSPITAL TO PROVIDE SUCH SERVICES. AS A RESULT, THEHOSPITAL VIEWS ANY SHORTFALL REPORTED IN LINE 7 AS AN ADDITIONAL ITEM OFCOMMUNITY BENEFIT PROVIDED BY THE ORGANIZATION.
PART III, SECTION C, LINE 9B- COLLECTION PRACTICES	FINANCIAL ASSISTANCE PROGRAM MISSION/PURPOSE/PREAMBLE: STRONG MEMORIALHOSPITAL IMPROVES HEALTH THROUGH CARING, DISCOVERY, TEACHING ANDLEARNING. WE PROVIDE EXCELLENT AND COMPASSIONATE CARE AND RESPONSIVESERVICE. AS WE SEEK TO UNDERSTAND AND FULLY MEET OUR PATIENTS' CURRENTAND FUTURE NEEDS AND EXPECTATIONS, WE RECOGNIZE OUR RESPONSIBILITY TOPRUDENTLY USE THE SCARCE RESOURCES ENTRUSTED TO US. LAWS, REGULATIONS,CATASTROPHIC ILLNESSES AND THE RISING COSTS OF NEW TECHNOLOGY HAVECREATED A CATEGORY OF PATIENTS WHO ARE EITHER UNINSURED OR UNDERINSURED.THIS CHARITY CARE PROGRAM HAS BEEN DEVELOPED TO HELP THE HOSPITAL MEETTHE NEEDS OF THESE PATIENTS AND, CONCURRENTLY, MAINTAIN THE FINANCIALVIABILITY OF THE HOSPITAL FOR FUTURE GENERATIONS. THIS CHARITY CAREPOLICY EXPLAINS HOW THE HOSPITAL ASSISTS PATIENTS WHO CANNOT PAY FOR PARTOR ALL OF THE ESSENTIAL MEDICAL CARE THEY RECEIVE.PRINCIPLES: STRONG MEMORIAL HOSPITAL PROACTIVELY CONVEYS INFORMATIONABOUT THIS CHARITY CARE POLICY TO PATIENTS AND THEIR FAMILIES.- WE BELIEVE THAT FEAR OF A HOSPITAL BILL SHOULD NEVER GET IN THE WAY OFESSENTIAL HEALTH SERVICES. THE PROVISION OF URGENT OR EMERGENT HEALTHCAREIS NEVER DELAYED PENDING A FINANCIAL ASSISTANCE DETERMINATION. SIGNSANNOUNCING THE CHARITY CARE PROGRAM ARE POSTED IN THE HOSPITAL (E.G.EMERGENCY DEPARTMENT, ADMITTING OFFICE) TO PROACTIVELY CONVEY THISMESSAGE TO PROSPECTIVE PATIENTS AND THE PUBLIC IN GENERAL.- WE MAINTAIN FINANCIAL AID POLICIES THAT ARE CONSISTENT WITH THEMISSION, VALUES AND CAPACITY OF THE HOSPITAL AND THAT TAKE INTO ACCOUNTEACH INDIVIDUAL'S ABILITY TO CONTRIBUTE TO THE COST OF HIS OR HER CARE.- WE COMMUNICATE THE AVAILABILITY OF FINANCIAL AID IN A MANNER THAT ISCLEAR, UNDERSTANDABLE, SENSITIVE TO THE PATIENT'S DIGNITY, AND INMULTIPLE LANGUAGES. A NOTICE IS AVAILABLE AT REGISTRATION SITES THATINFORMS PATIENTS OF THIS PROGRAM AND PROVIDES THE PHONE NUMBER TO CALL TOOBTAIN MORE INFORMATION AND TO APPLY FOR THIS PROGRAM. DESIGNATED STAFFARE PROVIDED DETAILED TRAINING SO THAT THEY CAN PROVIDE INFORMATION ANDANSWER QUESTIONS ABOUT THE CHARITY CARE PROGRAM. INFORMATION IS GENERALLYAVAILABLE IN BOTH ENGLISH AND SPANISH. WHEN REQUESTED, IT WILL ALSO BEMADE AVAILABLE IN OTHER LANGUAGES.- INFORMATION REGARDING OUR CHARITY CARE PROGRAM IS ALSO AVAILABLE ON THEURMC WEBSITE.- WE IMPLEMENT FINANCIAL AID PROCEDURES THAT ARE CONSUMER-FRIENDLY,RESPECTFUL, AND CONFIDENTIAL, AS WELL AS DEBT COLLECTION POLICIES THATREFLECT THE MISSION AND VALUES OF THIS HOSPITAL.- WE WORK WITH GOVERNMENT, PAYERS, BUSINESS, CONSUMER GROUPS AND OTHERSTO ADDRESS THE UNDERLYING PROBLEM THAT TOO MANY NEW YORKERS LACK HEALTHINSURANCE.GENERAL GUIDELINES: AS PART OF FINANCIAL PLANNING ASSISTANCE, WE PROVIDEPATIENTS, AND/OR THEIR LEGAL REPRESENTATIVE, WITH INFORMATION ABOUT THECRITERIA THAT MUST BE MET IN ORDER TO OBTAIN MEDICAID, MEDICARE, OR OTHERHEALTH INSURANCES. PATIENTS ARE ASSISTED IN MAKING APPLICATIONS FOR ANYOF THESE INSURANCES OR DISCOUNTED FEE PLANS. PATIENTS ARE EXPECTED TOPARTICIPATE FULLY IN ALL EFFORTS TO OBTAIN ANY INSURANCE FOR WHICH THEYMAY QUALIFY. UNDER CERTAIN CIRCUMSTANCES, AS DETERMINED BY THE FINANCIALCASE MANAGERS OR OTHER HOSPITAL SENIOR ADMINISTRATORS.APPLICATIONS FOR MEDICAID, MEDICARE OR OTHER INSURANCE PROGRAMS MAY BEWAIVED WHEN DEEMED UNNECESSARY. IF AVAILABLE INSURANCE BENEFITS ARE NOTSUFFICIENT TO COVER THE COST OF THEIR CARE, PATIENTS MAY THEN APPLY FORASSISTANCE FROM THE CHARITY CARE PROGRAM. CHARITY CARE APPLICATIONS MUSTBE COMPLETED AND RETURNED TO THE HOSPITAL WITH THE REQUESTED INCOMEDOCUMENTATION.PATIENTS WILL NOT RECEIVE CHARITY CARE ASSISTANCE IF THEY (A) DO NOTCOMPLETE THE APPLICATION PROCESS FOR MEDICAID OR OTHER INSURANCE FORWHICH THEY MAY QUALIFY, (B) ELECT NOT TO MAKE APPLICATION FOR CHARITYCARE, OR (C) HAVE ADEQUATE RESOURCES OR INCOME TO PAY PRIVATELY FOR THEIRCARE. IN THESE SITUATIONS, THEY WILL REMAIN FINANCIALLY RESPONSIBLE FORFULL PAYMENT OF THEIR HOSPITAL BILLS.CHARITY CARE ASSISTANCE IS AVAILABLE FOR PATIENTS WHO RESIDE IN NEW YORKSTATE AND RECEIVE EMERGENCY HOSPITAL SERVICES, INCLUDING EMERGENCYTRANSFERS, AND TO PATIENTS WHO RESIDE IN STRONG MEMORIAL HOSPITAL'SPRIMARY SERVICE AREA IN NEW YORK STATE WHO RECEIVE SERVICES IN DESIGNATEDSTRONG MEMORIAL HOSPITAL PROGRAMS, INCLUDING MOST INPATIENT ANDOUTPATIENT 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. ITDOES NOT COVER SERVICES GENERATED BY AN INSURED PATIENT WHO CHOOSES TORECEIVE CARE AT AN OUT-OF NETWORK HOSPITAL, OR WHO FAILS TO COMPLY WITHINSURANCE POLICY REQUIREMENTS (E.G. UNAUTHORIZED SERVICES) NOR DOES ITAPPLY TO NON-RESIDENT ALIENS (UNLESS APPROVED IN ADVANCE OF CARE BEINGPROVIDED), TO DRUGS NOT ADMINISTERED IN THE HOSPITAL, TO TRANSPORTATIONFURNISHED BY THIRD PARTY VENDORS, OR TO CARE, SERVICES, DRUGS OR SUPPLIESFOR THE PURPOSE OF GENDER CHANGE PROCEDURE. SPECIFIC QUESTIONS ABOUTSERVICES THAT ARE NOT COVERED SHOULD BE DIRECTED TO THE PATIENT ACCOUNTSMANAGER OR THEIR DELEGATE.FINANCIAL GUIDELINES: FINANCIAL AID IS INTENDED TO ASSIST THOSEINDIVIDUALS WHO CANNOT AFFORD TO PAY IN PART OR IN FULL FOR THEIR CARE.IT SHOULD TAKE INTO ACCOUNT EACH INDIVIDUAL'S ABILITY TO CONTRIBUTE TOTHE COST OF HIS OR HER CARE. HOSPITAL FINANCIAL AID SHOULD NOT BE VIEWEDAS A SUBSTITUTE FOR EMPLOYER-SPONSORED OR INDIVIDUALLY PURCHASEDINSURANCE. PATIENTS WITHOUT INSURANCE AND WITH INCOME THAT WOULD QUALIFYTHEM FOR THE CHARITY CARE PROGRAM BUT ALSO HAVE SUBSTANTIAL RESOURCES(OTHER THAN TAX-DEFERRED OR COMPARABLE RETIREMENT SAVINGS OR COLLEGESAVINGS ACCOUNTS) MAY BE EXPECTED TO PAY PART OF THEIR BILLS(S).CHARITY CARE ASSISTANCE IS GENERALLY AVAILABLE TO INDIVIDUALS WHOSEINCOME IS LESS THAN OR EQUAL TO 400% OF THE FEDERAL POVERTY LEVEL.HOWEVER, PATIENTS WHO HAVE EXHAUSTED THEIR INSURANCE BENEFITS, EXCEEDEDFINANCIAL ELIGIBILITY CRITERIA, FACE EXTRAORDINARY MEDICAL COSTS, OR WHOHAVE OTHER UNIQUE CIRCUMSTANCES MAY BE CONSIDERED FOR CHARITY CAREAPPROVAL IN THE HOSPITAL'S SOLE DISCRETION. WHILE APPLICATION FORMEDICAID OR OTHER INSURANCE IS USUALLY REQUIRED, THE HOSPITAL MAY, AT ITSSOLE DISCRETION, IN APPROPRIATE CASES, ALSO CONSIDER PATIENTS FOR CHARITYCARE WHEN THEY MEET THE FINANCIAL CRITERIA OF THIS PROGRAM, BUT HAVE NOTSATISFACTORILY COMPLETED ALL THE REQUIREMENTS OF THE CHARITY CAREAPPLICATION PROCESS. THIS MAY INCLUDE PATIENTS WHO HAVE BEEN SANCTIONEDBY MEDICAID, HAVE FILED BANKRUPTCY OR APPEAR TO BE ELIGIBLE FOR CHARITYCARE ASSISTANCE BASED ON AVAILABLE INFORMATION. ELIGIBILITYDETERMINATIONS IN COMPLEX CASE CIRCUMSTANCES WILL BE MADE AFTERCONSIDERATION BY THE CHARITY CARE REVIEW TEAM THAT INCLUDES THE CHARITYCARE OFFICER, FINANCIAL CASE MANAGER AND/OR THEIR MANAGERS, OR MAY BEMADE BY SENIOR HOSPITAL ADMINISTRATORS. THE AMOUNT OF THE DISCOUNTAFFORDED TO QUALIFIED CHARITY CARE PATIENTS WILL BE DETERMINED THROUGHASSESSMENT OF THE RESPONSIBLE PARTY'S ANNUAL HOUSEHOLD INCOME AND THENUMBER OF PEOPLE IN THE HOME, AS A PERCENTAGE OF THE FEDERAL POVERTYGUIDELINE AMOUNTS FOR SAME SIZE HOUSEHOLDS. THE FINANCIAL GUIDELINES WILLBE UPDATED ANNUALLY IN CONJUNCTION WITH THE FEDERAL POVERTY UPDATESPUBLISHED 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'SHOUSEHOLD INCOME.ANY BILL AMOUNT REMAINING AFTER APPLICATION OF A PARTIAL CHARITY CAREDISCOUNT IS THE RESPONSIBILITY OF THE PATIENT. THE AMOUNT AN APPROVEDCHARITY CARE PATIENT WILL GENERALLY BE EXPECTED TO PAY FOR SERVICESCOVERED BY THE POLICY WILL BE LIMITED TO THE LOWER OF THE AMOUNT THAT THEHOSPITAL WOULD HAVE RECEIVED FOR THE SAME SERVICE UNDER MEDICARE PARTS AAND B,(INCLUDING COINSURANCE, CO-PAYMENTS AND DEDUCTIBLES) OR THE USUALAND CUSTOMARY CHARGES. THE PATIENT WILL BE ASSISTED BY THE HOSPITAL INMAKING ARRANGEMENTS TO SATISFY ANY BALANCE REMAINING ON THE ACCOUNT(S)AFTER THE APPLICATION OF THE APPROPRIATE CHARITY CARE DISCOUNT BY USE OFA PAYMENT PLAN. THE MONTHLY PAYMENTS UNDER SUCH PLANS SHALL NOT EXCEEDTEN PERCENT (10%) OF THE ELIGIBLE PATIENT'S GROSS MONTHLY INCOME. THERATE OF INTEREST ON UNPAID BALANCES SHALL NOT EXCEED THE US TREASURY RATEFOR 90 DAY SECURITIES PLUS 0.5%.HOSPITAL PATIENT FINANCIAL AID STATUTE DISCOUNTING REQUIREMENTS DISCOUNT/ GROSS INCOME AS % OF FEDERAL POVERTY LEVEL100% / UP TO 200%80% / BETWEEN 201-250%60% / BETWEEN 251-300%40% / BETWEEN 301-350%20% / BETWEEN 351-400%0% / OVER 401%
PART III, SECTION C, LINE 9B- COLLECTION PRACTICES	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 (FORA COURSE OF TREATMENT). FULLY COMPLETED CHARITY CARE APPLICATIONS ARE PROCESSED TIMELY AND DETERMINATIONS ARE COMMUNICATED TO THE PATIENTS WITHIN THIRTY 30 DAYS AFTER THE HOSPITAL CHARITY CARE OFFICER RECEIVES THEM. THE PATIENT OR RESPONSIBLE PARTY MAY REQUEST RECONSIDERATION OF A CHARITY CARE DETERMINATION BY PROVIDING ADDITIONAL INFORMATION (SUCH AS AN EXPLANATION OF EXTENUATING CIRCUMSTANCES) WITHIN 30 DAYS AFTER RECEIVING THE INITIAL NOTIFICATION.PATIENTS MAY BE ASKED TO RECERTIFY FINANCIAL INFORMATION WHEN LONG TERM INSTALLMENT PAYMENT PLANS ARE BEING COMPLETED. THE HOSPITAL ALSO RESERVES THE RIGHT (A) TO REEVALUTATE A PATIENT'S ELIGIBILITY FOR CHARITY CARE IN THE EVENT OF A CHANGE IN THE PATIENT'S FINANCIAL CIRCUMSTANCES OR FOR OTHER APPROPRIATE REASONS AND (B) TO REQUEST THAT A PATIENT REAPPLY FOR MEDICAID, MEDICARE OR OTHER HEALTH INSURANCES THAT HAVE PREVIOUSLY BEEN DENIED.WHILE A PATIENT'S COMPLETED CHARITY CARE APPLICATION IS BEING CONSIDERED, HOSPITAL BILLS FOR THE ACCOUNT(S) UNDER CONSIDERATION THAT ARE SENT TO THE PATIENT DO NOT NEED TO BE PAID AND THE ACCOUNT(S) UNDER CONSIDERATION FOR CHARITY CARE WILL NOT BE SENT TO A COLLECTION AGENCY.ACCOUNTS UNDER CONSIDERATION FOR CHARITY CARE WILL NOT BE SENT TO COLLECTION UNTIL THIRTY (30) DAYS AFTER NOTICE OF POSSIBLE REFERRAL IS PROVIDED TO THE PATIENT. COLLECTION AGENCIES WHO CONTRACT WITH THE HOSPITAL WILL FOLLOW THE HOSPITAL'S CHARITY CARE POLICIES AND PROCEDURES,WILL MAKE INFORMATION AVAILABLE TO PATIENTS ON HOW TO APPLY FOR CHARITY CARE ASSISTANCE WHEN APPROPRIATE, AND WILL OBTAIN WRITTEN CONSENT FROM THE HOSPITAL BEFORE COMMENCING LEGAL ACTION. UNDER NO CIRCUMSTANCES WILL A PATIENT'S PRIMARY RESIDENCE BE FORECLOSED UPON OR SOLD BY THE HOSPITAL TO COLLECT AN OUTSTANDING MEDICAL BILL.THE HOSPITAL RESERVES THE RIGHT TO CHANGE ITS CHARITY CARE POLICY AT ANY TIME AND TO REEVALUATE PATIENTS USING ANY REVISED CRITERIA.
PART III, SECTION C, LINE 9B- COLLECTION PRACTICES	FINANCIAL ASSISTANCE PROGRAM MISSION/PURPOSE/PREAMBLE: STRONG MEMORIALHOSPITAL IMPROVES HEALTH THROUGH CARING, DISCOVERY, TEACHING ANDLEARNING. WE PROVIDE EXCELLENT AND COMPASSIONATE CARE AND RESPONSIVESERVICE. AS WE SEEK TO UNDERSTAND AND FULLY MEET OUR PATIENTS' CURRENTAND FUTURE NEEDS AND EXPECTATIONS, WE RECOGNIZE OUR RESPONSIBILITY TOPRUDENTLY USE THE SCARCE RESOURCES ENTRUSTED TO US. LAWS, REGULATIONS,CATASTROPHIC ILLNESSES AND THE RISING COSTS OF NEW TECHNOLOGY HAVECREATED A CATEGORY OF PATIENTS WHO ARE EITHER UNINSURED OR UNDERINSURED.THIS CHARITY CARE PROGRAM HAS BEEN DEVELOPED TO HELP THE HOSPITAL MEETTHE NEEDS OF THESE PATIENTS AND, CONCURRENTLY, MAINTAIN THE FINANCIALVIABILITY OF THE HOSPITAL FOR FUTURE GENERATIONS. THIS CHARITY CAREPOLICY EXPLAINS HOW THE HOSPITAL ASSISTS PATIENTS WHO CANNOT PAY FOR PARTOR ALL OF THE ESSENTIAL MEDICAL CARE THEY RECEIVE.PRINCIPLES: STRONG MEMORIAL HOSPITAL PROACTIVELY CONVEYS INFORMATIONABOUT THIS CHARITY CARE POLICY TO PATIENTS AND THEIR FAMILIES.- WE BELIEVE THAT FEAR OF A HOSPITAL BILL SHOULD NEVER GET IN THE WAY OFESSENTIAL HEALTH SERVICES. THE PROVISION OF URGENT OR EMERGENT HEALTHCAREIS NEVER DELAYED PENDING A FINANCIAL ASSISTANCE DETERMINATION. SIGNSANNOUNCING THE CHARITY CARE PROGRAM ARE POSTED IN THE HOSPITAL (E.G.EMERGENCY DEPARTMENT, ADMITTING OFFICE) TO PROACTIVELY CONVEY THISMESSAGE TO PROSPECTIVE PATIENTS AND THE PUBLIC IN GENERAL.- WE MAINTAIN FINANCIAL AID POLICIES THAT ARE CONSISTENT WITH THEMISSION, VALUES AND CAPACITY OF THE HOSPITAL AND THAT TAKE INTO ACCOUNTEACH INDIVIDUAL'S ABILITY TO CONTRIBUTE TO THE COST OF HIS OR HER CARE.- WE COMMUNICATE THE AVAILABILITY OF FINANCIAL AID IN A MANNER THAT ISCLEAR, UNDERSTANDABLE, SENSITIVE TO THE PATIENT'S DIGNITY, AND INMULTIPLE LANGUAGES. A NOTICE IS AVAILABLE AT REGISTRATION SITES THATINFORMS PATIENTS OF THIS PROGRAM AND PROVIDES THE PHONE NUMBER TO CALL TOOBTAIN MORE INFORMATION AND TO APPLY FOR THIS PROGRAM. DESIGNATED STAFFARE PROVIDED DETAILED TRAINING SO THAT THEY CAN PROVIDE INFORMATION ANDANSWER QUESTIONS ABOUT THE CHARITY CARE PROGRAM. INFORMATION IS GENERALLYAVAILABLE IN BOTH ENGLISH AND SPANISH. WHEN REQUESTED, IT WILL ALSO BEMADE AVAILABLE IN OTHER LANGUAGES.- INFORMATION REGARDING OUR CHARITY CARE PROGRAM IS ALSO AVAILABLE ON THEURMC WEBSITE.- WE IMPLEMENT FINANCIAL AID PROCEDURES THAT ARE CONSUMER-FRIENDLY,RESPECTFUL, AND CONFIDENTIAL, AS WELL AS DEBT COLLECTION POLICIES THATREFLECT THE MISSION AND VALUES OF THIS HOSPITAL.- WE WORK WITH GOVERNMENT, PAYERS, BUSINESS, CONSUMER GROUPS AND OTHERSTO ADDRESS THE UNDERLYING PROBLEM THAT TOO MANY NEW YORKERS LACK HEALTHINSURANCE.GENERAL GUIDELINES: AS PART OF FINANCIAL PLANNING ASSISTANCE, WE PROVIDEPATIENTS, AND/OR THEIR LEGAL REPRESENTATIVE, WITH INFORMATION ABOUT THECRITERIA THAT MUST BE MET IN ORDER TO OBTAIN MEDICAID, MEDICARE, OR OTHERHEALTH INSURANCES. PATIENTS ARE ASSISTED IN MAKING APPLICATIONS FOR ANYOF THESE INSURANCES OR DISCOUNTED FEE PLANS. PATIENTS ARE EXPECTED TOPARTICIPATE FULLY IN ALL EFFORTS TO OBTAIN ANY INSURANCE FOR WHICH THEYMAY QUALIFY. UNDER CERTAIN CIRCUMSTANCES, AS DETERMINED BY THE FINANCIALCASE MANAGERS OR OTHER HOSPITAL SENIOR ADMINISTRATORS.APPLICATIONS FOR MEDICAID, MEDICARE OR OTHER INSURANCE PROGRAMS MAY BEWAIVED WHEN DEEMED UNNECESSARY. IF AVAILABLE INSURANCE BENEFITS ARE NOTSUFFICIENT TO COVER THE COST OF THEIR CARE, PATIENTS MAY THEN APPLY FORASSISTANCE FROM THE CHARITY CARE PROGRAM. CHARITY CARE APPLICATIONS MUSTBE COMPLETED AND RETURNED TO THE HOSPITAL WITH THE REQUESTED INCOMEDOCUMENTATION.PATIENTS WILL NOT RECEIVE CHARITY CARE ASSISTANCE IF THEY (A) DO NOTCOMPLETE THE APPLICATION PROCESS FOR MEDICAID OR OTHER INSURANCE FORWHICH THEY MAY QUALIFY, (B) ELECT NOT TO MAKE APPLICATION FOR CHARITYCARE, OR (C) HAVE ADEQUATE RESOURCES OR INCOME TO PAY PRIVATELY FOR THEIRCARE. IN THESE SITUATIONS, THEY WILL REMAIN FINANCIALLY RESPONSIBLE FORFULL PAYMENT OF THEIR HOSPITAL BILLS.CHARITY CARE ASSISTANCE IS AVAILABLE FOR PATIENTS WHO RESIDE IN NEW YORKSTATE AND RECEIVE EMERGENCY HOSPITAL SERVICES, INCLUDING EMERGENCYTRANSFERS, AND TO PATIENTS WHO RESIDE IN STRONG MEMORIAL HOSPITAL'SPRIMARY SERVICE AREA IN NEW YORK STATE WHO RECEIVE SERVICES IN DESIGNATEDSTRONG MEMORIAL HOSPITAL PROGRAMS, INCLUDING MOST INPATIENT ANDOUTPATIENT 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. ITDOES NOT COVER SERVICES GENERATED BY AN INSURED PATIENT WHO CHOOSES TORECEIVE CARE AT AN OUT-OF NETWORK HOSPITAL, OR WHO FAILS TO COMPLY WITHINSURANCE POLICY REQUIREMENTS (E.G. UNAUTHORIZED SERVICES) NOR DOES ITAPPLY TO NON-RESIDENT ALIENS (UNLESS APPROVED IN ADVANCE OF CARE BEINGPROVIDED), TO DRUGS NOT ADMINISTERED IN THE HOSPITAL, TO TRANSPORTATIONFURNISHED BY THIRD PARTY VENDORS, OR TO CARE, SERVICES, DRUGS OR SUPPLIESFOR THE PURPOSE OF GENDER CHANGE PROCEDURE. SPECIFIC QUESTIONS ABOUTSERVICES THAT ARE NOT COVERED SHOULD BE DIRECTED TO THE PATIENT ACCOUNTSMANAGER OR THEIR DELEGATE.FINANCIAL GUIDELINES: FINANCIAL AID IS INTENDED TO ASSIST THOSEINDIVIDUALS WHO CANNOT AFFORD TO PAY IN PART OR IN FULL FOR THEIR CARE.IT SHOULD TAKE INTO ACCOUNT EACH INDIVIDUAL'S ABILITY TO CONTRIBUTE TOTHE COST OF HIS OR HER CARE. HOSPITAL FINANCIAL AID SHOULD NOT BE VIEWEDAS A SUBSTITUTE FOR EMPLOYER-SPONSORED OR INDIVIDUALLY PURCHASEDINSURANCE. PATIENTS WITHOUT INSURANCE AND WITH INCOME THAT WOULD QUALIFYTHEM FOR THE CHARITY CARE PROGRAM BUT ALSO HAVE SUBSTANTIAL RESOURCES(OTHER THAN TAX-DEFERRED OR COMPARABLE RETIREMENT SAVINGS OR COLLEGESAVINGS ACCOUNTS) MAY BE EXPECTED TO PAY PART OF THEIR BILLS(S).CHARITY CARE ASSISTANCE IS GENERALLY AVAILABLE TO INDIVIDUALS WHOSEINCOME IS LESS THAN OR EQUAL TO 400% OF THE FEDERAL POVERTY LEVEL.HOWEVER, PATIENTS WHO HAVE EXHAUSTED THEIR INSURANCE BENEFITS, EXCEEDEDFINANCIAL ELIGIBILITY CRITERIA, FACE EXTRAORDINARY MEDICAL COSTS, OR WHOHAVE OTHER UNIQUE CIRCUMSTANCES MAY BE CONSIDERED FOR CHARITY CAREAPPROVAL IN THE HOSPITAL'S SOLE DISCRETION. WHILE APPLICATION FORMEDICAID OR OTHER INSURANCE IS USUALLY REQUIRED, THE HOSPITAL MAY, AT ITSSOLE DISCRETION, IN APPROPRIATE CASES, ALSO CONSIDER PATIENTS FOR CHARITYCARE WHEN THEY MEET THE FINANCIAL CRITERIA OF THIS PROGRAM, BUT HAVE NOTSATISFACTORILY COMPLETED ALL THE REQUIREMENTS OF THE CHARITY CAREAPPLICATION PROCESS. THIS MAY INCLUDE PATIENTS WHO HAVE BEEN SANCTIONEDBY MEDICAID, HAVE FILED BANKRUPTCY OR APPEAR TO BE ELIGIBLE FOR CHARITYCARE ASSISTANCE BASED ON AVAILABLE INFORMATION. ELIGIBILITYDETERMINATIONS IN COMPLEX CASE CIRCUMSTANCES WILL BE MADE AFTERCONSIDERATION BY THE CHARITY CARE REVIEW TEAM THAT INCLUDES THE CHARITYCARE OFFICER, FINANCIAL CASE MANAGER AND/OR THEIR MANAGERS, OR MAY BEMADE BY SENIOR HOSPITAL ADMINISTRATORS. THE AMOUNT OF THE DISCOUNTAFFORDED TO QUALIFIED CHARITY CARE PATIENTS WILL BE DETERMINED THROUGHASSESSMENT OF THE RESPONSIBLE PARTY'S ANNUAL HOUSEHOLD INCOME AND THENUMBER OF PEOPLE IN THE HOME, AS A PERCENTAGE OF THE FEDERAL POVERTYGUIDELINE AMOUNTS FOR SAME SIZE HOUSEHOLDS. THE FINANCIAL GUIDELINES WILLBE UPDATED ANNUALLY IN CONJUNCTION WITH THE FEDERAL POVERTY UPDATESPUBLISHED 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'SHOUSEHOLD INCOME.ANY BILL AMOUNT REMAINING AFTER APPLICATION OF A PARTIAL CHARITY CAREDISCOUNT IS THE RESPONSIBILITY OF THE PATIENT. THE AMOUNT AN APPROVEDCHARITY CARE PATIENT WILL GENERALLY BE EXPECTED TO PAY FOR SERVICESCOVERED BY THE POLICY WILL BE LIMITED TO THE LOWER OF THE AMOUNT THAT THEHOSPITAL WOULD HAVE RECEIVED FOR THE SAME SERVICE UNDER MEDICARE PARTS AAND B,(INCLUDING COINSURANCE, CO-PAYMENTS AND DEDUCTIBLES) OR THE USUALAND CUSTOMARY CHARGES. THE PATIENT WILL BE ASSISTED BY THE HOSPITAL INMAKING ARRANGEMENTS TO SATISFY ANY BALANCE REMAINING ON THE ACCOUNT(S)AFTER THE APPLICATION OF THE APPROPRIATE CHARITY CARE DISCOUNT BY USE OFA PAYMENT PLAN. THE MONTHLY PAYMENTS UNDER SUCH PLANS SHALL NOT EXCEEDTEN PERCENT (10%) OF THE ELIGIBLE PATIENT'S GROSS MONTHLY INCOME. THERATE OF INTEREST ON UNPAID BALANCES SHALL NOT EXCEED THE US TREASURY RATEHOSPITAL PATIENT FINANCIAL AID STATUTE DISCOUNTING REQUIREMENTS DISCOUNT/ GROSS INCOME AS % OF FEDERAL POVERTY LEVEL100% / UP TO 200%80% / BETWEEN 201-250%60% / BETWEEN 251-300%40% / BETWEEN 301-350%20% / BETWEEN 351-400%0% / OVER 401%CONTD.
PART III, SECTION C, LINE 9B- COLLECTION PRACTICES	PROCESS: APPLICATIONS WILL BE ACCEPTED IMMEDIATELY BEFORE, DURING ORAFTER CARE IS PROVIDED. THE HOSPITAL WILL STRIVE TO ASSIST PATIENTSRECEIVING HIGH-COST SERVICES AS THEY OCCUR. PATIENTS MAY BE APPROVED FORCHARITY CARE ON AN ACCOUNT-BY-ACCOUNT BASIS OR FOR A PERIOD OF TIME (FORA COURSE OF TREATMENT). FULLY COMPLETED CHARITY CARE APPLICATIONS AREPROCESSED TIMELY AND DETERMINATIONS ARE COMMUNICATED TO THE PATIENTSWITHIN THIRTY 30 DAYS AFTER THE HOSPITAL CHARITY CARE OFFICER RECEIVESTHEM. THE PATIENT OR RESPONSIBLE PARTY MAY REQUEST RECONSIDERATION OF ACARE DETERMINATION BY PROVIDING ADDITIONAL INFORMATION (SUCH ASAN EXPLANATION OF EXTENUATING CIRCUMSTANCES) WITHIN 30 DAYS AFTERRECEIVING THE INITIAL NOTIFICATION.PATIENTS MAY BE ASKED TO RECERTIFY FINANCIAL INFORMATION WHEN LONG TERMINSTALLMENT PAYMENT PLANS ARE BEING COMPLETED. THE HOSPITAL ALSO RESERVESTHE RIGHT (A) TO REEVALUTATE A PATIENT'S ELIGIBILITY FOR CHARITY CARE INTHE EVENT OF A CHANGE IN THE PATIENT'S FINANCIAL CIRCUMSTANCES OR FOROTHER APPROPRIATE REASONS AND (B) TO REQUEST THAT A PATIENT REAPPLY FORMEDICAID, MEDICARE OR OTHER HEALTH INSURANCES THAT HAVE PREVIOUSLY BEENDENIED.WHILE A PATIENT'S COMPLETED CHARITY CARE APPLICATION IS BEING CONSIDERED,HOSPITAL BILLS FOR THE ACCOUNT(S) UNDER CONSIDERATION THAT ARE SENT TOTHE PATIENT DO NOT NEED TO BE PAID AND THE ACCOUNT(S) UNDER CONSIDERATIONFOR CHARITY CARE WILL NOT BE SENT TO A COLLECTION AGENCY.ACCOUNTS UNDER CONSIDERATION FOR CHARITY CARE WILL NOT BE SENT TOCOLLECTION UNTIL THIRTY (30) DAYS AFTER NOTICE OF POSSIBLE REFERRAL ISPROVIDED TO THE PATIENT. COLLECTION AGENCIES WHO CONTRACT WITH THEHOSPITAL WILL FOLLOW THE HOSPITAL'S CHARITY CARE POLICIES AND PROCEDURES,WILL MAKE INFORMATION AVAILABLE TO PATIENTS ON HOW TO APPLY FOR CHARITYCARE ASSISTANCE WHEN APPROPRIATE, AND WILL OBTAIN WRITTEN CONSENT FROMTHE HOSPITAL BEFORE COMMENCING LEGAL ACTION. UNDER NO CIRCUMSTANCES WILLA PATIENT'S PRIMARY RESIDENCE BE FORECLOSED UPON OR SOLD BY THE HOSPITALTO COLLECT AN OUTSTANDING MEDICAL BILL.THE HOSPITAL RESERVES THE RIGHT TO CHANGE ITS CHARITY CARE POLICY AT ANYTIME AND TO REEVALUATE PATIENTS USING ANY REVISED CRITERIA.
PART VI, LINE 2:	STRONG MEMORIAL HOSPITAL ASSESSES THE HEALTH CARE NEEDS OF THE COMMUNITY AS PART OF CONTINUOUS QUALITY IMPROVEMENT IN MANY OF ITS INTIATIVES. NEEDS ASSESSMENT OCCURS MOST FORMALLY THROUGH THE CHNA PROCESS IN COLLABORATION WITH THE MEMBERS OF THE COMMUNITY HEALTH IMPROVEMENT WORKGROUP (CHIW) AS WELL AS SEVERAL ADDITIONAL COMMUNITY MEMBERS, ORGANIZATIONS AND ASSOCIATIONS. WITH THE INPUT OF THE MONROE COUNTY DEPARTMENT OF PUBLIC HEALTH (MCDPH), SEVERAL DATA SOURCES ARE REVIEWED, PRIMARILY NATALITY AND MORTALITY DATA, HOSPITALIZATION DATA THROUGH THE STATEWIDE PLANNING AND RESEARCH COOPERATIVE SYSTEMS (SPARCS) FILES, DISEASE AND SPECIFIC CONDITION DATA, AND THE NY STATE PREVENTION AGENDA DASHBOARD DATA. SEVERAL REPORTS ARE CONDUCTED PERIODICALLY BY COMMON GROUND HEALTH INCLUDING THE HEALTH EQUITY CHARTBOOK AND THE MONROE COUNTY HEALTH PROFILES, AND BY THE MCDPH INCLUDING THE YOUTH RISK BEHAVIOR SURVEY REPORT AND CHRONIC DISEASES IN MONROE COUNTY REPORT. THESE REPORTS INFORM THE HOSPITAL OF THE HEALTH CARE NEEDS OF THE COMMUNITY. URMC COMMUNICATES FREQUENTLY WITH COMMUNITY PARTNERS TO ASSESS THE NEEDS OF ITS POPULATION. ONE SUCH PARTNER IS COMMON GROUND HEALTH, THE REGIONAL HEALTH PLANNING AGENCY, WHICH REPORTS FREQUENTLY ON REGIONAL HEALTH MEASURES, DECIDED ON BY A COMMUNITY ADVISORY GROUP. REGIONAL HEALTH MEASURES ARE UPDATED FREQUENTLY AND INCLUDE COMMUNITY, CLINICAL AND BEHAVIORAL INDICATORS. IN ADDITION, COMMON GROUND RELEASES PERIODIC REPORTS ON RISING HEALTH ISSUES THAT ARE POSTED ON THEIR WEBSITE AND WIDELY PROMOTED. RECENTLY, REPORTS ON YOUTH SELF-HARM, GUN VIOLENCE, AGING IN PLACE, AND THE BEHAVIORAL NEEDS ASSESSMENT WERE RELEASED. URMC DOES MORE THAN TREAT PATIENTS AND FAMILIES, WE LEARN FROM THEM. STRONG HAS A VERY ROBUST PATIENT AND FAMILY ADVISORY COUNCILS (PFACS) SYSTEM INCLUDING SPECIFIC PFACS FOR SUB-POPULATIONS OF PATIENTS. PATIENT AND FAMILY FEEDBACK IS THE CATALYST FOR MANY IMPROVEMENTS THROUGHOUT THE INSTITUTION, AND THIS SYSTEM ALONG WITH OUR PRESS GANEY EFFORTS FOR PATIENT SATISFACTION ALSO CONTRIBUTE TO THE ASSESSMENT OF THE NEEDS OF OUR COMMUNITY.PROGRAM SPECIFIC NEEDS ASSESSMENTS ARE CONDUCTED AS NECESSARY TO ENSURE 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 WILMOT CANCER INSTITUTE HAS A COMMUNITY OUTREACH AND ENGAGEMENT DEPARTMENT TO COLLABORATE WITH COMMUNITIES TO BETTER UNDERSTAND THEIR NEEDS AND IMPROVE CANCER OUTCOMES. THE MEDICAL CENTER PROVIDES SALARY SUPPORT FOR FACULTY AND STAFF TO CONTRIBUTE TO THEIR ACADEMIC AND CLINICAL EXPERTISE TO HELP IDENTIFY AND IMPLEMENT THE MOST EFFECTIVE INTERVENTIONS ON THE HEALTH PRIORITY NEEDS THEY ARE WORKING ON.AS THE LINK BETWEEN THE COMMUNITY AND THE UNIVERSITY, THE CENTER FOR COMMUNITY HEALTH AND PREVENTION (CCHP) FACULTY AND STAFF ARE FREQUENTLY ENGAGED WITH THE COMMUNITY FOR PROGRAMS, MEETINGS, INFORMATION SHARING AND RESEARCH. FACULTY AND STAFF FROM WITHIN THE CCHP AS WELL AS AROUND THE INSTITUTION FREQUENTLY ATTEND COMMUNITY MEETINGS AND EVENTS TO GAGE THE NEEDS OF COMMUNITY MEMBERS. IN ADDITION, THE CCHP SUPPORTS THE COMMUNITY ADVISORY COUNCIL (CAC), A LARGE COLLABORATIVE OF COMMUNITY LEADERS THAT INFORMS THE UNIVERSITY ABOUT ON-GOING AND EMERGING CONCERNS. THE COMMUNITY ADVISORY COUNCIL (CAC) WAS CREATED IN 2006 TO REPRESENT THE VOICE OF THE COMMUNITY AND TO GUIDE AND SUPPORT THE MISSION OF THE URMC. THE THIRTY MEMBER CAC REPRESENTS MANY 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 IMPROVE HEALTH FOR ALL AND IMPROVE ACCESS TO HEALTH CARE AND SERVICES. THE CAC MEETS AT LEAST QUARTERLY IN EXTENSIVE DIALOGUE AROUND COMMUNITY NEEDS. THE GOVERNMENT AND COMMUNITY RELATIONS OFFICE OF THE UNIVERSITY OF ROCHESTER IS ALSO ENGAGED WITH THE COMMUNITY AND IS ACTIVELY INVOLVED WITH SEVERAL COMMUNITY GROUPS THAT INFORM THE NEEDS OF THE COMMUNITY. THE UNIVERSITY OF ROCHESTER MAINTAINS ITS VOLUNTARY NATIONAL DESIGNATION AS A CARNEGIE FOUNDATION'S COMMUNITY ENGAGEMENT CLASSIFICATION.
PART VI, LINE 3:	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. PRINTEDINFORMATION ABOUT CHARITY CARE ASSISTANCE IS ALSO PROVIDED WITH DISCHARGE MATERIALS WHEN IT HAS BEEN DETERMINED THAT A PATIENT IS IN FINANCIAL NEED. OUR CHARITY CARE POLICY IS ON-LINE AS WELL, ON THE HOSPITAL WEBSITE.AS PART OF FINANCIAL PLANNING ASSISTANCE, WE PROVIDE PATIENTS, OR THEIR LEGAL REPRESENTATIVE, WITH INFORMATION ABOUT THE CRITERIA THAT MUST BE MET IN ORDER TO OBTAIN MEDICAID, MEDICARE, OR OTHER HEALTH INSURANCES. PATIENTS ARE ASSISTED IN MAKING APPLICATIONS FOR ANY OF THESE INSURANCES OR DISCOUNTED FEE PLANS. PATIENTS ARE EXPECTED TO PARTICIPATE FULLY IN ALL EFFORTS TO OBTAIN ANY INSURANCE FOR WHICH THEY MAY QUALIFY. UNDER CERTAIN CIRCUMSTANCES, AS DETERMINED BY THE FINANCIAL CASE MANAGERS OR OTHER HOSPITAL SENIOR ADMINISTRATORS, APPLICATIONS FOR MEDICAID, MEDICARE OR OTHER INSURANCE PROGRAMS MAY BE WAIVED WHEN DEEMED UNNECESSARY. IF AVAILABLE INSURANCE BENEFITS ARE NOT SUFFICIENT TO COVER THE COST OFTHEIR CARE, PATIENTS MAY THEN APPLY FOR ASSISTANCE FROM THE CHARITY CARE PROGRAM.
PART VI, LINE 4:	UR STRONG SERVES PRIMARILY RESIDENTS FROM MONROE COUNTY. MONROE COUNTY IS LOCATED IN WESTERN NEW YORK, CENTERED AROUND THE CITY OF ROCHESTER, WITH 19 SUBURBAN AND RURAL TOWNS. THE US CENSUS BUREAU POPULATION ESTIMATE FOR MONROE COUNTY IS APPROXIMATELY 752,202 TO 754,010 FOR 2024-2025 BASED ON CENSUS DATA AND PROJECTIONS, WHICH REPRESENTS AN INCREASE FROM THE 2020 CENSUS AND MAKES MONROE COUNTY THE 9TH MOST POPULATED COUNTY IN NEW YORK STATE. THE ESTIMATE FOR THE CITY OF ROCHESTER POPULATION IS APPROXIMATELY 207,000 TO 210,000, MAKING IT THE THIRD OR FOURTH MOST POPULOUS CITY IN NEW YORK. THE AVERAGE HOUSEHOLD SIZE IN MONROE COUNTY (2024) IS 2.32 PERSONS. ACCORDING TO THE 2024 POPULATION ESTIMATES, MONROE COUNTY POPULATION IS 5.0% IN THE 'AGED 5 OR YOUNGER' GROUP, AND 'AGE 65 AND OVER' MAKES UP 19.9% OF THE POPULATION. MONROE COUNTY IS PREDOMINANTLY WHITE WITH 76% OF THE POPULATION IDENTIFYING AS WHITE NON-HISPANIC, 16.6% IDENTIFYING AS BLACK NON-HISPANIC AND 4.1% AS ASIAN NON-HISPANIC, WITH A HISPANIC POPULATION OF 10.3%. MOST BLACK AND HISPANIC RESIDENTS OF MONROE COUNTY RESIDE WITHIN THE CITY OF ROCHESTER. THE LATINO COMMUNITY, MOSTLY OF PUERTO RICAN DESCENT, IS THE FASTEST GROWING SEGMENT OF THE ROCHESTER POPULATION. THE ECONOMY OF MONROE COUNTY EMPLOYS 379,441 PEOPLE (2024). THE LARGEST INDUSTRIES IN MONROE COUNTY ARE HEALTH CARE & SOCIAL ASSISTANCE, EDUCATIONAL SERVICES, AND MANUFACTURING. ALTHOUGH THE MEDIAN HOUSEHOLD INCOME FOR THE COUNTY IS $76,520 (2024), 13.1% OF HOUSEHOLDS LIVE BELOW THE POVERTY LINE. APPROXIMATELY 40% TO 42% OF CHILDREN IN THE CITY OF ROCHESTER LIVE IN POVERTY, ONE OF THE HIGHEST RATES AMONG SIMILAR-SIZED U.S. CITIES, ACCORDING TO 2025 REPORTS.ONE DISTINCT CHARACTERISTIC OF MONROE COUNTY IS THE SIZE OF THE DEAF POPULATION, WITH AN ESTIMATED 10,000-15,000 PRIMARY AMERICAN SIGN LANGUAGE (ASL) USERS. THE DEAF POPULATION IS HETEROGENEOUS AND COMPLEX, DIFFERENTIATED ALONG LINES OF EDUCATIONAL BACKGROUND, ASL FLUENCY, AGE OF ONSET OF DEAFNESS, AS WELL AS RACE AND ETHNICITY. MONROE COUNTY HAS A WIDE RANGE OF EXISTING FACILITIES AND RESOURCES WITHIN THE COMMUNITY. SPECIFICALLY, MONROE COUNTY ENJOYS PRODUCTIVE COLLABORATION AMONG ITS HOSPITAL SYSTEMS INCLUDING UNIVERSITY OF ROCHESTER'S STRONG MEMORIAL HOSPITAL AND HIGHLAND HOSPITAL, AND ROCHESTER REGIONAL HEALTH'S ROCHESTER GENERAL AND UNITY HOSPITAL. IN ADDITION TO THE HEALTH SYSTEMS, THERE IS A ROBUST MONROE COUNTY DEPARTMENT OF PUBLIC HEALTH, A REGIONAL PLANNING AGENCY COMMON GROUND HEALTH, AND MANY RELEVANT COMMUNITY INITIATIVES. FURTHER DETAILS REGARDING THE ROCHESTER COMMUNITY, INCLUDING DESCRIPTIONS OF THE HOSPITALS AND COMMUNITY BASED ORGANIZATIONS AND INITIATIVES, CAN BE FOUND IN THE COMPLETE COMMUNITY HEALTH NEEDS ASSESSMENT.
PART VI, LINE 5:	THE URMC AND AFFILIATED HOSPITALS FURTHER THEIR EXEMPT PURPOSE BY PROMOTING THE HEALTH OF THE COMMUNITY THROUGH THE MEDICAL STAFF, COMMUNITY BOARD, HEALTH IMPROVEMENT PROGRAMS AND USE OF SURPLUS FUNDS, ALL DESCRIBED BELOW. THE MEDICAL STAFF AND COMMUNITY BOARD PLAY AN IMPORTANT ROLE IN COMMUNITY HEALTH IMPROVEMENT. STRONG MEMORIAL HOSPITAL IS OVERSEEN BY THE UNIVERSITY OF ROCHESTER MEDICAL CENTER BOARD, A 48 MEMBER BOARD, INCLUSIVE OF 15 EX-OFFICIO MEMBERS AND 18 SENIOR / 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. IN 2025 THE UNIVERSITY OF ROCHESTER UPDATED ITS STRATEGIC PLAN BASED ON ITS MISSION: LEARN, DISCOVER, HEALTH, CREATE AND MAKE THE WORLD EVER BETTER. BOUNDLESS POSSIBLITY: THE 2030 STRATEGIC PLAN INCLUDES "HEALTHCARE OF THE HIGHEST ORDER" THE FOUNDATION FOR THE MEDICAL CENTER'S WORK WHICH FOCUSES ON ACHIEVING EXCEPTIONAL OUTCOMES AND PATIENT EXPERIENCES FOR ALL, BUILT ON CONFIDENCE AND TRUST. THIS INCLUDES INNOVATION, WORKFORCE, EDUCATION AND HEALTH CARE TO IMPROVE THE HEALTH OF THE COMMUNITY. IN ADDITION TO THE MANY COMMUNITY HEALTH INITIATIVES DESCRIBED ELSEWHERE IN THIS DOCUMENT, THE URMC HAS COMMITTED RESOURCES TO CREATE A NEW OFFICE TO SUPPORT HEALTH OUTCOMES OPTIMIZATION FOR ALL WHICH WILL BE OVERSEEN BY THE BOARD OF DIRECTORS AND THE CEO OF URMC AND MANAGED BY A SENIOR ASSOCIATE DEAN. URMC CONSISTENTLY ASSESSES AND ADDRESSES THE HEALTH OF THE COMMUNITY BY NOT ONLY TENDING TO THE MEDICAL AND HEALTH NEEDS OF COMMUNITY MEMBERS, BUT ALSO CONSISTENTLY SCREENING FOR HEALTH-RELATED SOCIAL NEEDS AND ADDRESSING THOSE NEEDS THROUGH REFERRALS EITHER INTERNALLY OR TO COMMUNITY-BASED ORGANIZATIONS. URMC HAS COMMITTED TO ADDRESSING FOOD INSECURITY AND, THROUGH A PARTNERSHIP WITH A LOCAL FOOD HUB, CREATED THE UR MEDICINE FOOD PANTRY WHICH HAS THREE HOSPITAL-BASED SITES AND FIFTEEN SATELLITE LOCATIONS ACROSS THE GREATER ROCHESTER AREA. URMC HAS COMMITTED TO ADDRESSING HOUSING INSECURITY AND HAS IMPLEMENTED SEVERAL STRATEGIES INCLUDING BRIDGING THE GAP BETWEEN INPATIENT CARE AND COMMUNITY STABILITY BY CREATING TRANSITIONAL SUPPORTIVE HOUSING OPTIONS. THE CENTER FOR COMMUNITY HEALTH AND PREVENTION (CCHP) HOSTS THE ANNUAL "DR. DAVID SATCHER COMMUNITY HEALTH IMPROVEMENT AWARDS" PROGRAM THAT WAS ESTABLISHED IN 2010 TO RECOGNIZE URMC FACULTY/STAFF AND THEIR COMMUNITY PARTNERS FOR EXEMPLARY COMMUNITY-ENGAGED WORK WHICH CONTRIBUTES TO OPTIMIZING HEALTH OUTCOMES FOR ALL AND IMPROVES THE COMMUNITY'S HEALTH. THE CCHP HOUSES THE NEW YORK STATE EMERGING INFECTIONS PROGRAM (EIP), SPONSORED BY THE CENTERS FOR DISEASE CONTROL AND PREVENTION, WHICH IS PART OF A NATIONAL EFFORT TO PROVIDE POPULATION-BASED COMMUNICABLE DISEASE DATA FOR SURVEILLANCE OF DISEASE PATTERNS, EVALUATION OF VACCINE PROGRAMS, AND TO IDENTIFY POPULATIONS AT RISK.URMC EXTENDS MEDICAL STAFF PRIVILEGES TO EMPLOYED UR MEDICAL CENTER FACULTY PHYSICIANS AND ALL ELIGIBLE PRIVATE PHYSICIANS WHO PRACTICE AT UR MEDICAL CENTER AFFILIATED HOSPITALS. MANY FACULTY MEMBERS SERVE A DUAL ROLE WITH COMMUNITY AGENCIES, PROVIDING SERVICE AS A MEDICAL DIRECTOR OR ATTENDING PHYSICIAN FOR COMMUNITY HEALTH INITIATIVES. THIS LINKAGE ENHANCES COLLABORATION, PRODUCING A HIGHER QUALITY OF CARE AND SMOOTHER TRANSITIONS FOR PATIENTS WHO MAY NEED ANY OR ALL OF THESE SERVICES.THROUGH THE EFFECTIVE USE OF SURPLUS FUNDS THE UR MEDICAL CENTER CONTINUALLY REINVESTS IN ITS FACILITIES AND PROGRAMS IN AN EFFORT TO IMPROVE THE HEALTH OF THE COMMUNITY. URMC OPENED AN OUTPATIENT ORTHOPEDICS CAMPUS TO MEET GROWING DEMAND FOR MUSCULOSKELETAL TREATMENTS. THE SAUNDERS CENTER FOR ORTHOPEDICS AND PHYSICAL PERFORMANCE IS THE MOST COMPREHENSIVE ORTHOPEDIC FACILITY IN THE NORTHEASTERN US. THE CENTER PROVIDES SPECIALIZED TREATMENT FOR PATIENTS SUFFERING FROM ALL TYPES OF BONE AND MUSCLE CONDITIONS AND INCLUDES STATE OF THE ART TREATMENT AND REHABILITATION TECHNOLOGIES.STRONG MEMORIAL HOSPITAL ALSO RUNS THE REGION'S LARGEST EMERGENCY FACILITY, DESIGNATED BY THE NEW YORK STATE DEPARTMENT OF HEALTH AS A LEVEL ONE REGIONAL TRAUMA CENTER. WHICH ALSO INCLUDES A DEDICATED CHILDREN'S EMERGENCY DEPARTMENT WITH A PRIVATE WAITING ROOM. IT IS ALSO THE REGIONS ONLY DEDICATED BURN CENTER IN THE REGION. SURPLUS FUNDS ARE BEING USED TO TRANSFORM THE EMERGENCY AND IMPATIENT FACILITIES WITH THE CONSTRUCTION OF NEW FACILITIES THAT MEET THE TECHNOLOGY, PRIVACY, INFECTION CONTROL AND ACCESS NEEDS OF OUR PATIENTS AND THEIR FAMILIES. SURPLUS FUNDS ARE ALSO DEDICATED TO SUPPORT RESEARCH, INCLUDING SUPPORT FOR OUR CLINICAL AND TRANSLATIONAL RESEARCH INSTITUTE (CTSI). THE UR CTSI PROVIDES FUNDING, EDUCATION, RESOURCES AND SERVICES TO HELP RESEARCH TEAMS COLLABORATE AND PRODUCE RESULTS FASTER. THROUGH CTSI'S MANY PROGRAMS, THEY STRIVE TO ADVANCE SCIENCE AND MEDICINE AND IMPROVE THE HEALTH OF COMMUNITIES AND POPULATIONS. THE CTSI TEAM WAS INSTRUMENTAL IN ADDRESSING THE COVID19 PANDEMIC BY SUPPORTING RESEARCHERS WHO ARE PURSUING INNOVATIVE WAYS TO TREAT AND PREVENT THE DISEASE. THE TEAM HAS BUILT RESEARCH DATA TOOLS LIKE THE COVID-19 BIOBANK TO HELP RESEARCHERS STUDY THIS DISEASE. IN ADDITION, SURPLUS FUNDS ALSO SUPPORT THE UR MEDICAL CENTER'S COMMITMENT TO COMMUNITY HEALTH, WHICH DATES BACK TO THE MEDICAL SCHOOL'S FOUNDING. OUTSTANDING EXAMPLES INCLUDE THE CENTER FOR COMMUNITY HEALTH AND PREVENTION ESTABLISHED IN 2006 TO CREATE ENVIRONMENTS THAT SUPPORT COMMUNITY HEALTH. THE CENTER PROMOTES HEALTH BEHAVIORS THROUGH DISEASE PREVENTION, HEALTHY LIVING PROGRAMS, RESEARCH, EDUCATION AND POLICY AND IN COLLABORATION WITH COMMUNITY PARTNERS. ANOTHER EXAMPLE INCLUDES THE HOEKELMAN CENTER WHICH SERVES AS A NATIONAL LEADER FOR PEDIATRIC COMMUNITY HEALTH BY FOCUSING ON CONNECTING, ADVOCATING, RESEARCHING AND EDUCATING IN OUR COMMUNITIES THE HOEKELMAN CENTER HOSTS THE PEDIATRIC LINKS WITH THE COMMUNITY (PLC) A TWO-WEEK ROTATION THAT CONNECTS MEDICAL STUDENTS WITH COMMUNITY AGENCIES.
PART VI, LINE 6:	THE UNIVERSITY OF ROCHESTER MEDICAL CENTER IS AN INTEGRATED ACADEMICHEALTH CENTER THAT COMPRISES THE SCHOOL OF MEDICINE AND DENTISTRY,INCLUDING ITS FACULTY PRACTICE (UNIVERSITY OF ROCHESTER MEDICAL FACULTYGROUP); STRONG MEMORIAL HOSPITAL; HIGHLAND HOSPITAL; GOLISANO CHILDREN'SHOSPITAL; JAMES P. WILMOT CANCER CENTER; STRONG WEST; SCHOOL OF NURSING;EASTMAN INSTITUTE FOR ORAL HEALTH; UR MEDICINE HOME CARE; HIGHLANDS ATPITTSFORD; THE HIGHLANDS LIVING CENTER, INC.; HIGHLANDS AT BRIGHTON, FFTHOMPSON HEALTH SYSTEM, INC., JONES MEMORIAL HOSPITAL, NOYES HEALTH,FINGER LAKES HEALTH AND ACCOUNTABLE HEALTH PARTNERS, LLC. UR MEDICALCENTER AND THE AFFILIATED HEALTH CARE ENTITIES HAVE EMBRACED ACOMPREHENSIVE APPROACH TO COMMUNITY HEALTH, WHICH EMPLOYS THEMULTIDISCIPLINARY SKILLS FOUND IN AN ACADEMIC MEDICAL CENTER TO BOTHPROVIDE IMPORTANT COMMUNITY SERVICES AND CONDUCT COMMUNITY-BASEDRESEARCH. THESE ACTIVITIES HELP INFORM POLICYMAKERS AND THE COMMUNITYABOUT LOCAL HEALTH CHALLENGES, EVALUATE THE EFFECTIVENESS OFINTERVENTIONS, AND SERVE AS A FOUNDATION FOR EVIDENCE-BASED PRACTICES TOIMPROVE HEALTH AND OVERALL QUALITY OF LIFE.- THE UNIVERSITY'S HEALTH CARE DELIVERY NETWORK IS ANCHORED BY STRONGMEMORIAL HOSPITAL, AN 838 BED TEACHING HOSPITAL, WHICH INCLUDES ACHILDREN'S HOSPITAL-GOLISANO CHILDREN'S HOSPITAL. PATIENTS BENEFIT FROMTHE MEDICAL CENTER'S ROBUST TEACHING AND BIOMEDICAL RESEARCH PROGRAMS.STUDENT ROSTERS INCLUDE APPROXIMATELY 400 MEDICAL STUDENTS, 500 GRADUATESTUDENTS, AND 890 RESIDENTS AND FELLOWS WHO ARE ENGAGED IN COMMUNITYSERVICE THROUGHOUT THEIR EDUCATION.- EASTMAN INSTITUTE FOR ORAL HEALTH PROVIDES COMMUNITY DENTAL CARE IN ANUMBER OF CLINICS, AS WELL AS CLINICAL EDUCATION TO DENTAL STUDENTSENROLLED AT THE UNIVERSITY OF ROCHESTER SCHOOL OF MEDICINE AND DENTISTRY.IT OFFERS GENERAL DENTISTRY, PEDIATRIC AND ORTHODONTIC CLINICS, AND ANURGENT CARE DENTAL CLINIC THAT SEES 10 - 50 PATIENTS PER DAY. IT OPERATESLOW-INCOME CLINICS AT SCHOOLS AND A DOWNTOWN LOCATION. ADDITIONALLY, FOURSMILEMOBILES PROVIDE A DENTAL OFFICE ON WHEELS, ALLOWING THE CITY'SCHILDREN INCREASED ACCESS TO MUCH NEEDED DENTAL CARE.- THE JAMES P. WILMOT CANCER CENTER IS ORGANIZED AROUND AMULTIDISCIPLINARY CARE MODEL, WHICH LEADING CANCER EXPERTS BELIEVE IS THEGOLD STANDARD IN CANCER CARE IN THE 21ST CENTURY. ITS MODEL UNDERSCORES ACOMMITMENT TO PROVIDE PATIENTS IN THE ROCHESTER AREA WITH THE MOSTUP-TO-DATE INFORMATION AND AVAILABLE TREATMENTS, BASING OURRECOMMENDATIONS ON THE BEST EVIDENCE. IT IS THE ONLY CENTER IN THEROCHESTER AND FINGER LAKES REGION OFFERING THIS TEAM APPROACH TO CARE. AVARIETY OF FREE PREVENTIVE EDUCATION EVENTS ARE HELD THROUGHOUT THE YEAR,INCLUDING MEN'S HEALTH DAY, WHICH INCLUDES NUMEROUS FREE HEALTHSCREENINGS; FREE SKIN CANCER SCREENINGS; AND BREAST CANCER SCREENINGS FORTHE UNINSURED AND UNDERINSURED.- GOLISANO CHILDREN'S HOSPITAL, HOUSED IN STRONG MEMORIAL HOSPITAL, IS A124 BED CHILDREN'S HOSPITAL THAT SERVES AS THE REFERRAL CENTER FOR ALLSERIOUSLY ILL OR INJURED CHILDREN FROM THE 17-COUNTY FINGER LAKES REGION.IT COMBINES AWARD-WINNING RESEARCH, INTERNATIONALLY ACCLAIMED EDUCATIONAND COMPASSIONATE CARE TO SERVE CHILDREN AND FAMILIES. PEDIATRICSPECIALTIES INCLUDE ORTHOPAEDICS, NEUROLOGY/NEUROSURGERY, CANCER ANDNEONATAL CARE. IN ADDITION TO THESE TRADITIONAL MEDICAL SERVICES,GOLISANO CHILDREN'S HOSPITAL IS THE NATION'S MODEL FOR "COMMUNITYPEDIATRICS", A PHILOSOPHY THAT EMBRACES THE IDEA THAT A CHILD'S COMMUNITYAND ENVIRONMENT AFFECT HIS HEALTH AND, THEREFORE, HE CANNOT BE TREATEDSOLELY IN AN EXAM ROOM. THE HOSPITAL ENCOURAGES PHYSICIANS AND STAFF TOPARTNER WITH COMMUNITY ORGANIZATIONS TO IMPROVE VACCINATION RATES,EDUCATIONAL OPPORTUNITIES, SAFETY AT HOME AND ON PLAYGROUNDS, AND HEALTHINSURANCE AND HEALTH CARE ACCESS.- THE STRONG WEST CAMPUS, WHICH IS LOCATED APPROXIMATELY 20 MILES WEST OFROCHESTER IN BROCKPORT, NY WAS ACQUIRED BY THE UNIVERSITY IN 2013. IT ISTHE SITE OF THE FORMER 61 BED LAKESIDE MEMORIAL HOSPITAL, WHICH ANNOUNCEDIT WAS CLOSING IN APRIL, 2013, LEAVING THE COMMUNITY WITHOUT AN EMERGENCYROOM AND LOCAL ACCESS TO OTHER HEALTH CARE SERVICES. STRONG MEMORIALHOSPITAL NOW OPERATES A FREE-STANDING EMERGENCY ROOM ON THE STRONG WESTCAMPUS, IN ADDITION TO OFFERING AMBULATORY SURGERY, HEALTH IMAGING,LABORATORY SERVICES, PRIMARY CARE, ORTHOPAEDICS, CARDIAC CARE, ONCOLOGYAND HEMATOLOGY, SLEEP MEDICINE, NEUROLOGY, AND UROLOGY SERVICES.THE UNIVERSITY'S WHOLLY OWNED HEALTH CARE AFFILIATES ARE:STRONG PARTNERS HEALTH SYSTEM, INC. AND AFFILIATESIN JUNE 1997, HIGHLAND HOSPITAL AND ITS AFFILIATES AND THE UNIVERSITYBECAME AFFILIATED THROUGH THE RESTRUCTURING OF A CORPORATION NOW KNOWN ASSTRONG PARTNERS HEALTH SYSTEM, INC. ("SPHS"), OF WHICH THE UNIVERSITY ISTHE SOLE MEMBER. SPHS, A NOT-FOR-PROFIT CORPORATION, NOW SERVES AS THECORPORATE PARENT OF HIGHLAND HOSPITAL AND THE UNIVERSITY'S LONG TERM CAREAND SENIOR HOUSING AFFILIATES LOCATED IN MONROE COUNTY, NEW YORK.A BRIEF DESCRIPTION OF THE SPHS AFFILIATES FOLLOWS:HIGHLAND HOSPITAL OF ROCHESTERHIGHLAND HOSPITAL OF ROCHESTER IS A 261-BED NOT-FOR-PROFIT ACUTE CAREHOSPITAL LOCATED IN ROCHESTER, NEW YORK. THE HOSPITAL'S SERVICES INCLUDEMEDICAL/SURGICAL CARE, INTENSIVE CARE, MATERNITY AND EMERGENCY CARE. INADDITION, THE HOSPITAL OWNS AND OPERATES 22 OUTPATIENT EXTENSION CLINICS,PROVIDING PRIMARY CARE, PRENATAL CARE, CARDIOLOGY, RADIOLOGY, AND/ORTHERAPEUTIC RADIOLOGY SERVICES.HIGHLAND COMMUNITY DEVELOPMENT CORPORATIONHIGHLAND COMMUNITY DEVELOPMENT CORPORATION ("HCDC") IS A NOT-FOR-PROFITCORPORATION WHICH OWNS AND OPERATES THE HIGHLANDS AT PITTSFORD, ARETIREMENT COMMUNITY LOCATED IN PITTSFORD, MONROE COUNTY, NEW YORK. THERETIREMENT COMMUNITY INCLUDES 135 INDEPENDENT LIVING APARTMENTS, 36INDEPENDENT LIVING COTTAGES, A COMMUNITY COMMON AREA, A DINING ROOM,SITTING AREAS, RECREATIONAL AREAS, A WELLNESS CENTER, AND A COMMUNITYCENTER. HCDC ALSO OWNS AND OPERATES LAURELWOOD AT THE HIGHLANDS, ANASSISTED LIVING FACILITY INCLUDING 65 APARTMENTS, 8 OF WHICH ARE IN ASECURE MEMORY CARE UNIT, LOCATED ON THE SAME CAMPUS AS THE HIGHLANDS ATPITTSFORD.THE HIGHLANDS LIVING CENTER, INC.THE HIGHLANDS LIVING CENTER, INC. IS A NOT-FOR-PROFIT CORPORATION WHICHOWNS AND OPERATES A 120-BED SKILLED NURSING FACILITY AND AN ADULT DAYCARE HEALTH PROGRAM FOR SENIORS IN PITTSFORD, MONROE COUNTY, NEW YORK.THE SKILLED NURSING FACILITY IS ADJACENT TO THE HIGHLANDS AT PITTSFORD.THE MEADOWS AT WESTFALL, INC.THE MEADOWS AT WESTFALL, INC. D/B/A THE HIGHLANDS AT BRIGHTON ("HAB") ISA NOT-FOR-FOR PROFIT CORPORATION WHICH OWNS AND OPERATES A 145-BEDSKILLED NURSING FACILITY, WHICH INCLUDES 125 RESIDENTIAL HEALTH CARE BEDSAND 20 VENTILATOR-DEPENDENT BEDS, IN BRIGHTON, MONROE COUNTY, NEW YORK.HIGHLAND FACILITIES DEVELOPMENT CORPORATIONHIGHLAND FACILITIES DEVELOPMENT CORPORATION ("HFDC") IS A NOT-FOR-PROFITCORPORATION WHOSE PRIMARY PURPOSE IS TO PROVIDE SERVICES THAT ARESUBSTANTIALLY RELATED TO THE CHARITABLE PURPOSES OF HIGHLAND HOSPITAL BUTDO NOT INVOLVE THE PROVISION OF HEALTH CARE SERVICES. HFDC OWNS ANDOPERATES A MEDICAL OFFICE BUILDING AND A PARKING GARAGE ON THE HOSPITALCAMPUS.MEDICAL ADMINISTRATIVE ASSOCIATES, INC.HIGHLAND HOSPITAL IS THE SOLE SHAREHOLDER OF MEDICAL ADMINISTRATIVEASSOCIATES, INC., D/B/A HIGHLAND SOUTH WEDGE PHARMACY, WHICH IS AFOR-PROFIT CORPORATION WHICH OWNS AND OPERATES A RETAIL PHARMACY INROCHESTER, NEW YORK.THE HIGHLAND FOUNDATION, INC.THE HIGHLAND FOUNDATION, INC. IS A NOT-FOR-PROFIT CORPORATION CONTROLLEDBY HIGHLAND HOSPITAL WHICH SOLICITS, RECEIVES AND MAINTAINS FUNDS FOR THESUPPORT OF HIGHLAND HOSPITAL AND THE OTHER NOT-FOR-PROFIT, TAX EXEMPTSPHS AFFILIATES.UR MEDICINE HOME CARE, INC. AND AFFILIATESTHE UNIVERSITY AFFILIATED WITH VISITING NURSE FOUNDATION, INC. IN APRIL1999, WHICH IS A NOT-FOR-PROFIT CORPORATION NOW KNOWN AS UR MEDICINE HOMECARE, INC. ("URMHC INC."). THE UNIVERSITY IS THE SOLE CORPORATE MEMBER OFURMHC INC. URMHC INC. SERVES AS THE CORPORATE PARENT OF THE UNIVERSITY'SCONTD. IN SUPPLEMENTAL INFORMATION
PART VI, LINE 7, REPORTS FILED WITH STATES	NY
PART VI, LINE 6- AFFILIATED HEALTH CARE SYSTEM (CONTD)	UR MEDICINE HOME CARE, INC. AND AFFILIATESTHE UNIVERSITY AFFILIATED WITH VISITING NURSE FOUNDATION, INC. IN APRIL 1999, WHICH IS A NOT-FOR-PROFIT CORPORATION NOW KNOWN AS UR MEDICINE HOME CARE, INC. ("URMHC INC."). THE UNIVERSITY IS THE SOLE CORPORATE MEMBER OF URMHC INC. URMHC INC. SERVES AS THE CORPORATE PARENT OF THE UNIVERSITY'S HOME HEALTH CARE AFFILIATES.URMHC INC. IS THE CORPORATE PARENT OF TWO NOT-FOR-PROFIT HOME HEALTH CARE PROVIDERS, UR MEDICINE HOME CARE, CERTIFIED SERVICES, INC. ("CERTIFIED SERVICES") (FORMERLY NAMED VISITING NURSE SERVICE OF ROCHESTER AND MONROE COUNTY, INC.), WHICH OPERATES A CERTIFIED HOME HEALTH AGENCY AND A HOSPICE, AND UR MEDICINE HOME CARE, LICENSED SERVICES, INC. (FORMERLY NAMED COMMUNITY CARE OF ROCHESTER, INC. D/B/A VNS SIGNATURE CARE), WHICH OPERATES A LICENSED HOME CARE SERVICES AGENCY. IN OCTOBER 2014, FINGER LAKES VISITING NURSE SERVICE, INC. ("FLVNS"), WHICH OPERATED A NOT-FOR-PROFIT CERTIFIED HOME HEALTH AGENCY AND A HOSPICE, AND FINGER LAKES HOME CARE, INC., WHICH OPERATES A NOT-FOR-PROFIT LICENSED HOME CARE SERVICES AGENCY, BECAME UNIVERSITY AFFILIATES. CERTIFIED SERVICES IS THE SOLE CORPORATE MEMBER OF FINGER LAKES HOME CARE. IN NOVEMBER 2020, FLVNSMERGED INTO CERTIFIED SERVICES.IN 2018, URMHC INC. FORMED TWO NEW WHOLLY CONTROLLED, NOT-FOR-PROFIT SUBSIDIARIES: UR MEDICINE HOME CARE, COMMUNITY SERVICES, INC., WHICH OPERATES CERTAIN COMMUNITY-BASED PROGRAMS THAT PROVIDE HOME-BASED SERVICES THAT ARE NOT REGULATED BY THE DEPARTMENT OF HEALTH OR SUBJECT TOTHE MEDICARE CONDITIONS OF PARTICIPATION, INCLUDING PROGRAMS SUCH AS MEALS ON WHEELS, WHICH WAS FORMERLY OPERATED BY CERTIFIED SERVICES; AND UR MEDICINE HOME CARE FOUNDATION, INC., WHICH SOLICITS, RECEIVES AND MAINTAINS FUNDS FOR THE SUPPORT AND BENEFIT OF THE HOME CARE AFFILIATES.F.F. THOMPSON HEALTH SYSTEM, INC. AND AFFILIATESIN SEPTEMBER 2012, THE UNIVERSITY AFFILIATED WITH F.F. THOMPSON HEALTH SYSTEM, INC. ("FFTHS"), WHICH IS THE CORPORATE PARENT OF A HOSPITAL AND OTHER AFFILIATES LOCATED IN CANANDAIGUA, ONTARIO COUNTY, NEW YORK. THEUNIVERSITY IS THE SOLE MEMBER OF FFTHS.A BRIEF DESCRIPTION OF THE FFTHS AFFILIATES FOLLOWS:THE FREDERICK FERRIS THOMPSON HOSPITALTHE FREDERICK FERRIS THOMPSON HOSPITAL IS A 113-BED NOT-FOR-PROFIT ACUTECARE HOSPITAL. ITS SERVICES INCLUDE MEDICAL/SURGICAL CARE, INTENSIVECARE, MATERNITY AND EMERGENCY CARE. IN ADDITION, THE HOSPITAL OWNS ANDOPERATES 10 EXTENSION CLINICS, 9 OF WHICH PROVIDE PRIMARY HEALTH CARESERVICE AND 1 OF WHICH PROVIDES OUTPATIENT PHYSICAL AND OCCUPATIONALTHERAPY.M.M. EWING CONTINUING CARE CENTERM.M. EWING CONTINUING CARE CENTER INC. IS A NOT-FOR-PROFIT CORPORATIONTHAT OPERATES A 188-BED SKILLED NURSING FACILITY AND ADULT DAY CAREPROGRAM ADJACENT TO F.F. THOMPSON HOSPITAL.F.F.T. SENIOR COMMUNITIES, INC.F.F.T. SENIOR COMMUNITIES, INC. IS A NOT-FOR-PROFIT CORPORATION THATOPERATES FERRIS HILLS AT WESTLAKE, A RESIDENTIAL COMMUNITY CONSISTING OF84 INDEPENDENT LIVING UNITS AND CLARK MEADOWS, CONSISTING OF 48 ENRICHEDLIVING UNITS.THE F.F. THOMPSON FOUNDATION, INC.THE F.F. THOMPSON FOUNDATION, INC. IS A NOT-FOR-PROFIT CORPORATION WHICHSOLICITS, RECEIVES AND MAINTAINS FUNDS FOR THE SUPPORT AND BENEFIT OFFFTHS AND ITS AFFILIATES.FFTH PROPERTIES AND SERVICES, INC. (PROPERTIES)FFTH PROPERTIES AND SERVICES, INC. IS A FOR-PROFIT NEW YORK STATEBUSINESS CORPORATION ORGANIZED FOR THE PURPOSE OF OWNING, DEVELOPING ANDOPERATING UNREGULATED REAL PROPERTY FOR THE BENEFIT OF FFTHS AND ITSAFFILIATES. PROPERTIES OWNS AND OPERATES A MEDICAL OFFICE BUILDING INCANANDAIGUA, NEW YORK AND A MEDICAL OFFICE BUILDING IN THE TOWN OFFARMINGTON, NEW YORK.FINGER LAKES COMMUNITY CARE NETWORK, INC. ("FLCCN")FINGER LAKES COMMUNITY CARE NETWORK, INC. IS A FOR-PROFIT NEW YORK STATEBUSINESS CORPORATION ORIGINALLY ORGANIZED FOR THE PURPOSE OF COORDINATINGSERVICES AMONG THE HOSPITAL, PARTICIPATING PHYSICIANS AND INSURANCEINDUSTRY REPRESENTATIVES. FLCCN IS CURRENTLY INACTIVE. FFTHS MANAGEMENTIS REVIEWING THE CORPORATE STRUCTURE, FUNCTION AND FUTURE OF THECORPORATION.EASTMAN DENTAL CENTER FOUNDATION, INC. ("EDCF")THE EASTMAN DENTAL CENTER FOUNDATION, INC. WAS FORMED TO HOLD AND MANAGETHE INVESTMENT ASSETS OF THE FORMER EASTMAN DENTAL CENTER, WHICH WASMERGED INTO THE UNIVERSITY DURING 1998. INCOME AND ASSETS OF THEFOUNDATION ARE USED TO SUPPORT ORAL HEALTH, EDUCATION, AND RESEARCHPROJECTS AT THE UNIVERSITY. EDCF IS NOT CONTROLLED BY THE UNIVERSITY BUTIS CLOSELY ALIGNED WITH ITS EASTMAN INSTITUTE OF ORAL HEALTH, A DIVISIONOF THE UNIVERSITY OF ROCHESTER MEDICAL CENTER.EXCELL PARTNERS, INC.EXCELL PARTNERS, INC. IS A NOT-FOR-PROFIT CORPORATION THAT SUPPORTS EARLYSTAGE COMMERCIAL DEVELOPMENT UTILIZING TECHNOLOGIES CREATED AT THEUNIVERSITY OF ROCHESTER AND OTHER REGIONAL COLLEGES AND UNIVERSITIES. THEUNIVERSITY IS THE SOLE CORPORATE MEMBER OF EXCELL PARTNERS.EXCELL TECHNOLOGY VENTURES, INC. ("ETV")EXCELL TECHNOLOGY VENTURES, INC. IS A NEW YORK FOR-PROFIT BUSINESSCORPORATION THAT IS THE GENERAL PARTNER OF EXCELL INNOVATE NY FUND, LP,EXCELL MINORITY AND WOMEN OWNED BUSINESS INVESTMENT FUND, LP, AND EXCELLPARTNERS INNOVATIVE TC FUND, LP (THE "LPS"), WHICH PROVIDE SEED STAGEFUNDING TO REGIONAL HIGH TECH COMPANIES. ETV ALSO SERVES AS THE MANAGEROF EACH OF THE LPS, THROUGH EXCELL PARTNERS, INC. RBC (SEE BELOW) IS THESOLE SHAREHOLDER OF ETV.ROCHESTER BIOVENTURE CENTER, INC. ("RBC")ROCHESTER BIOVENTURE CENTER, INC. IS A NOT-FOR-PROFIT CORPORATION WHICHWAS FORMED TO SUPPORT THE DEVELOPMENT OF NEW BUSINESSES UTILIZINGTECHNOLOGIES CREATED AT THE UNIVERSITY AND OTHER REGIONAL COLLEGES ANDUNIVERSITIES THROUGH THE OPERATION OF INCUBATOR/RESEARCH FACILITIES INMONROE COUNTY, NEW YORK. THE UNIVERSITY IS THE SOLE CORPORATE MEMBER OFRBC. RBC HAS CEASED OPERATIONS RELATED TO THE SUPPORT OF BUSINESSDEVELOPMENT.NEXTCORPS, INC. ("NEXTCORPS")NEXTCORPS, INC. (FORMERLY NAMED HIGH TECH ROCHESTER, INC.) IS ANOT-FOR-PROFIT ECONOMIC DEVELOPMENT ORGANIZATION OF WHICH THE UNIVERSITYIS THE SOLE CORPORATE MEMBER. NEXTCORPS PROMOTES THE CREATION AND GROWTHOF TECHNOLOGY COMPANIES THROUGH SUPPORT SERVICES AND INCUBATIONFACILITIES AND PROVIDES CONSULTING SERVICES FOR MANUFACTURERS.MANAGED CARE ORGANIZATIONTHE UNIVERSITY, THROUGH STRONG PARTNERS HEALTH SYSTEM, STRONG MEMORIALHOSPITAL, AND UNIVERSITY MEDICAL FACULTY GROUP, FORMED A MANAGED CAREORGANIZATION ("MCO") IN OCTOBER 1997 TOGETHER WITH TWO COMMUNITYPHYSICIAN ORGANIZATIONS: THE HIGHLAND PHYSICIAN ORGANIZATION AND THEROCHESTER COMMUNITY PHYSICIAN ORGANIZATION. THE MCO HAS CEASED OPERATIONSAND IS INACTIVE.ACCOUNTABLE HEALTH PARTNERS, LLC ("AHP") AND ACCOUNTABLE HEALTH PARTNERS- IPA, LLCACCOUNTABLE HEALTH PARTNERS, LLC ("AHP") AND ACCOUNTABLE HEALTH PARTNERS- IPA, LLC IS A NETWORK OF PHYSICIANS EMPLOYED BY THE UNIVERSITY AND ITSAFFILIATED HOSPITALS, COMMUNITY BASED PHYSICIANS, AND OTHER AFFILIATEDHOSPITALS THAT ARE CLINICALLY INTEGRATED AND NEGOTIATE REIMBURSEMENTCONTRACTS WITH LOCAL PAYERS AND SELF-INSURED BUSINESSES. THE UNIVERSITY,THROUGH STRONG MEMORIAL HOSPITAL, OWNS 25% OF AHP, WITH THE BALANCE OWNEDBY OTHER HOSPITALS, UNIVERSITY-EMPLOYED PHYSICIANS, AFFILIATEDHOSPITAL-EMPLOYED PHYSICIANS, AND COMMUNITY PHYSICIANS.AHP INSURANCE COMPANYAHP INSURANCE COMPANY IS A VERMONT BUSINESS CORPORATION THAT WAS FORMEDBY AHP IN NOVEMBER 2016 TO ENGAGE IN THE BUSINESS OF INSURING ANDREINSURING VARIOUS TYPES OF RISK AND IN PARTICULAR TO SERVE AS A CAPTIVEINSURANCE COMPANY FOR AHP, BY ESTABLISHING A RESERVE FUND TO PROTECT THEORGANIZATION AGAINST POTENTIAL FUTURE LOSSES FROM DOWNSIDE RISK TAKEN ONITS VALUE BASED CONTRACTS. AHP INSURANCE COMPANY IS WHOLLY OWNED BY AHP.LIVINGSTON HEALTH CARE SYSTEM, INC.ON JANUARY 1, 2016, THE UNIVERSITY BECAME THE SOLE CORPORATE MEMBER OFLIVINGSTON HEALTH CARE SYSTEM, INC. ("LHCS"), WHICH IS THE CORPORATEPARENT OF A HOSPITAL AND OTHER AFFILIATES LOCATED IN DANSVILLE,LIVINGSTON COUNTY, NEW YORK. A BRIEF DESCRIPTION OF THE LHCS AFFILIATESFOLLOWS:NICHOLAS H. NOYES MEMORIAL HOSPITAL, INC. (NOYES MEMORIAL HOSPITAL) NOYESMEMORIAL HOSPITAL IS A 67-BED NOT-FOR-PROFIT ACUTE CARE HOSPITAL LOCATEDIN DANSVILLE, NEW YORK. ITS SERVICES INCLUDE MEDICAL/SURGICAL CARE,INTENSIVE CARE, MATERNITY, AND EMERGENCY CARE. IN ADDITION, NOYESMEMORIAL HOSPITAL OPERATES AN AMBULATORY SURGERY AND MULTISPECIALTYEXTENSION CLINIC, AND 3 OTHER EXTENSION CLINICS PROVIDING MENTAL HEALTH,DIALYSIS AND PHYSICAL THERAPY SERVICES, RESPECTIVELY.
PART VI, LINE 6- AFFILIATED HEALTH CARE SYSTEM (CONTD)	RED JACKET CENTER, INC.RED JACKET CENTER, INC. IS A NEW YORK STATE NOT-FOR-PROFIT CORPORATIONORGANIZED FOR THE PURPOSE OF OWNING, OPERATING AND MAINTAINING OFFICEBUILDINGS TO ATTRACT DOCTORS TO THE RURAL AREA OF DANSVILLE, NEW YORK ANDTHE COUNTIES OF LIVINGSTON, STEUBEN AND ALLEGANY. RED JACKET CENTER, INC.OWNS AND OPERATES A MEDICAL OFFICE BUILDING IN GENESEO, NEW YORK THATLEASES SPACE TO NOYES MEMORIAL HOSPITAL AND PRIVATE PHYSICIANS.THE FOUNDATION FOR NOYES MEMORIAL HEALTH SYSTEM, INC.THE FOUNDATION FOR NOYES MEMORIAL HEALTH SYSTEM, INC. IS A NOT-FOR-PROFITCORPORATION WHICH SOLICITS, RECEIVES, AND MAINTAINS FUNDS FOR THE SUPPORTAND BENEFIT OF LCHS AND ITS NOT-FOR-PROFIT, TAX EXEMPT AFFILIATES.THE MEMORIAL HOSPITAL OF WILLIAM F. AND GERTRUDE F. JONES, INC.ON JANUARY 1, 2016, THE UNIVERSITY BECAME THE SOLE CORPORATE MEMBER OFTHE MEMORIAL HOSPITAL OF WILLIAM F. AND GERTRUDE F. JONES, INC. (JONESMEMORIAL HOSPITAL), WHICH IS LOCATED IN WELLSVILLE, ALLEGANY COUNTY, NEWYORK. JONES MEMORIAL HOSPITAL IS A 49-BED NOT-FOR-PROFIT ACUTE CAREHOSPITAL LOCATED IN WELLSVILLE, NEW YORK. THE HOSPITAL'S SERVICES INCLUDEMEDICAL/SURGICAL CARE, INTENSIVE CARE, MATERNITY, PEDIATRIC, ANDEMERGENCY CARE. IN ADDITION, JONES MEMORIAL HOSPITAL OPERATES SIXEXTENSION CLINICS, PROVIDING PRIMARY CARE, PRENATAL CARE, AND/ORPEDIATRIC CARE, AND AN EXTENSION CLINIC PROVIDING ONCOLOGY AND INFUSIONSERVICES.JONES MEDICAL SERVICES, P.C. IS A CAPTIVE PROFESSIONAL CORPORATION OFJONES MEMORIAL HOSPITAL THAT EMPLOYS PHYSICIANS AND ADVANCED PRACTICEPROVIDERS WHO ARE CONTRACTED TO THE HOSPITAL TO PROVIDE MEDICAL SERVICESIN THE WELLSVILLE, NEW YORK COMMUNITY.JONES MEMORIAL HOSPITAL IS THE SOLE MEMBER OF JONES MEMORIAL HOSPITALFOUNDATION, A NOT-FOR-PROFIT CORPORATION THAT WAS FORMED IN AUGUST 2016AND SOLICITS, RECEIVES, AND MAINTAINS FUNDS FOR THE SUPPORT AND BENEFITOF JONES MEMORIAL HOSPITAL AND ITS NOT-FOR-PROFIT, TAX EXEMPT AFFILIATES.ST. JAMES HOSPITALON MARCH 1, 2018, THE UNIVERSITY BECAME THE SOLE CORPORATE MEMBER OF ST.JAMES HOSPITAL. ST. JAMES HOSPITAL IS A 15-BED NOT-FOR-PROFIT ACUTE CAREHOSPITAL LOCATED IN HORNELL, NEW YORK. THE HOSPITAL'S SERVICES INCLUDEPRIMARY AND SPECIALTY MEDICAL SERVICES, AMBULATORY SURGERY, AND EMERGENCYSERVICES. ST. JAMES HOSPITAL ALSO OPERATES 6 EXTENSION CLINICS THATPROVIDE PRIMARY CARE, AND SPECIALTY CARE INCLUDING ORTHOPAEDIC OUTPATIENTSERVICES.ST. JAMES HOSPITAL IS THE SOLE MEMBER OF ST. JAMES HOSPITAL FOUNDATION,INC. A NOT-FOR-PROFIT CORPORATION THAT SOLICITS, RECEIVES AND MAINTAINSFUNDS FOR THE SUPPORT AND BENEFIT OF ST. JAMES HOSPITAL.FINGER LAKES REGIONAL HEALTH SYSTEM, INC. AND AFFILIATESON AUGUST 1, 2023, THE UNIVERSITY BECAME THE SOLE CORPORATE MEMBER OFFINGER LAKES REGIONAL HEALTH SYSTEM, INC. D/B/A FINGER LAKES HEALTH("FLH"), WHICH IS THE CORPORATE PARENT OF TWO HOSPITALS AND OTHERAFFILIATES LOCATED IN THE COUNTIES OF ONTARIO, YATES, AND SENECA, NEWYORK.A BRIEF DESCRIPTION OF THE FLH AFFILIATES FOLLOWS:GENEVA GENERAL HOSPITALGENEVA GENERAL HOSPITAL IS A 117-BED NOT-FOR-PROFIT, TAX EXEMPT ACUTECARE GENERAL HOSPITAL LOCATED IN GENEVA, ONTARIO COUNTY, NEW YORK. ITSSERVICES INCLUDE MEDICAL/SURGICAL CARE, INTENSIVE CARE, AND EMERGENCYCARE. IN ADDITION, THE HOSPITAL OWNS AND OPERATES AN AMBULATORY SURGERYCENTER, AND 5 EXTENSION CLINICS PROVIDING PRIMARY HEALTH CARE SERVICES,THE JIM DOOLEY CENTER FOR EARLY LEARNING, A CHILD CARE CENTER SERVINGINFANTS AND CHILDREN FROM AGES 6 WEEKS TO 6 YEARS, AND THE MARION S.WHELAN SCHOOL OF PRACTICAL NURSING, WHICH PROVIDES AN EDUCATIONAL PROGRAMLEADING TO A CERTIFICATE IN LICENSED PRACTICAL NURSING.SOLDIERS AND SAILORS MEMORIAL HOSPITAL OF YATES COUNTYSOLDIERS AND SAILORS MEMORIAL HOSPITAL OF YATES COUNTY IS NOT-FOR-PROFIT,TAX EXEMPT CORPORATION THAT OPERATES A 25-BED CRITICAL ACCESS HOSPITAL.ITS SERVICES INCLUDE EMERGENCY CARE AND AMBULATORY SURGERY. THE HOSPITALALSO OWNS AND OPERATES A 150-BED SKILLED NURSING FACILITY, AND 2EXTENSION CLINICS PROVIDING PRIMARY CARE SERVICES.GENEVA NURSING HOME, INC.GENEVA NURSING HOME, INC. D/B/A LIVING CENTER AT GENEVA - SOUTH IS ANOT-FOR PROFIT, TAX EXEMPT CORPORATION THAT OPERATES A 107-BED SKILLEDNURSING FACILITY ADJACENT TO GENEVA GENERAL HOSPITAL.GENEVA NURSING HOME II, INC.GENEVA NURSING HOME II, INC. D/B/A LIVING CENTER AT GENEVA - NORTH IS ANOT-FOR-PROFIT, TAX EXEMPT CORPORATION THAT OPERATES AN 80-BED SKILLEDNURSING FACILITY ADJACENT TO GENEVA GENERAL HOSPITAL.HUNTINGTON NURSING HOME, INC.HUNTINGTON NURSING HOME, INC. D/B/A HUNTINGTON LIVING CENTER IS ANOT-FOR-PROFIT, TAX EXEMPT CORPORATION THAT OPERATES A 160-BED SKILLEDNURSING FACILITY LOCATED IN WATERLOO, SENECA COUNTY, NEW YORK.FLH MEDICAL, P.C.FLH MEDICAL, P.C. IS A CAPTIVE PROFESSIONAL CORPORATION OF GENEVA GENERALHOSPITAL THAT EMPLOYS PHYSICIANS AND ADVANCED PRACTICE PROVIDERS WHO ARECONTRACTED TO THE HOSPITAL TO PROVIDE MEDICAL SERVICES IN THE REGIONSERVED BY GENEVA GENERAL HOSPITAL.GENEVA GENERAL HOUSING DEVELOPMENT FUND COMPANY, INC.GENEVA GENERAL HOUSING DEVELOPMENT FUND COMPANY, INC. IS ANOT-FOR-PROFIT, TAX EXEMPT CORPORATION THAT OPERATES NORTH STREETAPARTMENTS, 50 UNITS OF SUBSIDIZED HOUSING FOR SENIOR CITIZENS ANDMOBILITY IMPAIRED INDIVIDUALS IN GENEVA, ONTARIO COUNTY, NEW YORK.TAYLOR BROWN HOUSING DEVELOPMENT FUND COMPANY, INC.TAYLOR BROWN HOUSING DEVELOPMENT FUND COMPANY, INC. IS A NOT-FOR-PROFIT,TAX EXEMPT CORPORATION THAT OPERATES EAST MAIN STREET APARTMENTS, 40UNITS OF SUBSIDIZED HOUSING FOR SENIOR CITIZENS AND MOBILITY IMPAIREDINDIVIDUALS IN WATERLOO, SENECA COUNTY, NEW YORK.FINGER LAKES HEALTH FOUNDATION, INC.FINGER LAKES HEALTH FOUNDATION, INC. IS A NOT-FOR-PROFIT CORPORATION THATSOLICITS, RECEIVES AND MAINTAINS FUNDS FOR THE SUPPORT AND BENEFIT OF FLHAND ITS AFFILIATES.FINGER LAKES COLLEGE OF NURSING AND HEALTH SCIENCESFINGER LAKES COLLEGE OF NURSING AND HEALTH SCIENCES IS AN EDUCATIONALCORPORATION THAT OPERATES A NURSING SCHOOL IN GENEVA, NEW YORK, WHICHPROVIDES AN EDUCATIONAL PROGRAM LEADING TO AN ASSOCIATES' DEGREE INAPPLIED SCIENCES IN NURSING.SOLDIERS VENTURES, INC.SOLDIERS VENTURES, INC. IS A BUSINESS CORPORATION THAT WAS ORIGINALLYFORMED TO OPERATE A DURABLE MEDICAL EQUIPMENT AND SUPPLY COMPANY. IT ISCURRENTLY INACTIVE.

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	0	GrantRecordsMaintainedInd

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

Field	Value	IRS element (for citing)
Grant Type	SCHOLARSHIPS AND FELLOWSHIPS TO STUDENTS	GrantTypeTxt
Recipient	5461	RecipientCnt
Cash Grant	$294,756,967	CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

SCHEDULE I, PART II

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

SCHEDULE I, PART I, LINE 2 AND PART III

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

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
First Class Or Charter Travel	Yes (X)	FirstClassOrCharterTravelInd
Travel For Companions	Yes (X)	TravelForCompanionsInd
Housing Allowance Or Residence	Yes (X)	HousingAllowanceOrResidenceInd
Club Dues Or Fees	Yes (X)	ClubDuesOrFeesInd
Personal Services	Yes (X)	PersonalServicesInd
Written Policy Ref T And E Expnss	Yes (1)	WrittenPolicyRefTAndEExpnssInd
Substantiation Required	Yes (1)	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	0	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	Yes (1)	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	0	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	0	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	0	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	0	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	0	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	Yes (1)	AnyNonFixedPaymentsInd
Initial Contract Exception	Yes (1)	InitialContractExceptionInd
Rebuttable Presumption Proc	Yes (1)	RebuttablePresumptionProcInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (35 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
GEORGE M ALFIERIS MD
PROFESSOR - CARDIAC SURGERY M&D	$2,843,454	$0	$0	$0	$23,000	$0	$333,430	$0	$16,540	$0	$3,216,424	$0	$0	$0
TARUN BHALLA MD
PROFESSOR - NEUROSURGERY	$1,856,532	$0	$583,300	$0	$23,000	$0	$33,430	$0	$40,693	$0	$2,536,955	$0	$0	$0
DAVID LINEHAN MD
SVP, DEAN SMD, CEO URMC	$2,096,446	$0	$137,593	$0	$34,746	$0	$183,430	$0	$38,003	$0	$2,490,218	$0	$0	$0
MATTHEW T BENDER MD
PROFESSOR - NEUROSURGERY	$1,167,797	$0	$927,526	$0	$23,000	$0	$33,430	$0	$12,594	$0	$2,164,347	$0	$0	$0
MICHAEL D MALONEY MD
PROFESSOR - ORTHOPAEDICS M&D	$1,996,974	$0	$25,150	$0	$25,372	$0	$33,430	$0	$36,948	$0	$2,117,874	$0	$0	$0
ILYA VOLOSHIN MD
PROFESSOR - ORTHOPAEDICS M&D	$1,558,893	$0	$282,287	$0	$23,600	$0	$33,430	$0	$33,206	$0	$1,931,416	$0	$0	$0
SARAH C MANGELSDORF
TRUSTEE, PRES & CEO	$1,332,543	$0	$250,000	$0	$55,221	$0	$33,430	$0	$132,396	$0	$1,803,590	$0	$0	$0
STEVEN I GOLDSTEIN
PRES SYSTEM INTEG, URMC	$1,297,334	$0	$0	$0	$110,899	$0	$158,430	$0	$24,778	$0	$1,591,441	$0	$0	$0
KATHLEEN PARRINELLO
PRES/CEO SMH & HH,SRVP URMC	$1,232,121	$0	$0	$0	$62,384	$0	$158,430	$0	$12,026	$0	$1,464,961	$0	$0	$0
MICHAEL F ROTONDO MD
CEO URMFG, SR VP URMC	$1,283,483	$0	$0	$0	$41,572	$0	$108,430	$0	$3,133	$0	$1,436,618	$0	$0	$0
DOUGLAS W PHILLIPS
SRVP & CHIEF INVESTMENT OFFICER	$1,012,248	$0	$0	$0	$23,000	$0	$33,430	$0	$28,861	$0	$1,097,539	$0	$0	$0
ADAM P ANOLIK
CFO URMC	$838,001	$0	$0	$0	$22,999	$0	$133,430	$0	$31,651	$0	$1,026,081	$0	$0	$0
MICHAEL J APOSTOLAKOS MD
CMO, SMH & HH, VP URMC	$702,548	$0	$0	$0	$30,479	$0	$83,430	$0	$32,078	$0	$848,535	$0	$0	$0
THOMAS J FARRELL
SRVP & CHIEF ADVANCEMENT OFFICER	$727,398	$0	$0	$0	$25,506	$0	$44,930	$0	$37,447	$0	$835,281	$0	$0	$0
DAVID FIGLIO
PROVOST (THRU 8/24)	$648,675	$0	$0	$0	$46,234	$0	$31,868	$0	$93,621	$0	$820,398	$0	$0	$0
ELIZABETH A MILAVEC
EVP ADM & FIN, CFO, TREASURER	$713,371	$0	$0	$0	$23,125	$0	$44,680	$0	$36,476	$0	$817,652	$0	$0	$0
MARK B TAUBMAN MD
FMR SRVP HEALTH, CEO URMC, DEAN SMD	$697,274	$0	$0	$0	$45,471	$0	$22,719	$0	$21,475	$0	$786,939	$0	$0	$0
DONNA GOODEN PAYNE
VP AND GENERAL COUNSEL	$685,001	$0	$0	$0	$23,000	$0	$33,430	$0	$30,331	$0	$771,762	$0	$0	$0
CARRIE P FULLER-SPENCER
CFO SMH, HH, LTC & ASSOC VP URMC	$600,213	$0	$0	$0	$26,966	$0	$60,059	$0	$37,119	$0	$724,357	$0	$0	$0
STEPHEN DEWHURST
VP FOR RESEARCH	$596,915	$0	$0	$0	$25,979	$0	$43,820	$0	$9,037	$0	$675,751	$0	$0	$0
NICOLE SAMPSON
PROVOST&CHIEF ACADEMIC OFF (EFF 8/24	$589,219	$0	$0	$0	$27,620	$0	$42,423	$0	$3,728	$0	$662,990	$0	$0	$0
PETER G ROBINSON
VP GOV'T & COMM REL (THRU 3/25)	$460,004	$0	$0	$0	$57,827	$0	$93,877	$0	$38,143	$0	$649,851	$0	$0	$0
SHAUN NELMS
VP FOR COMM PARTNERSHIPS & SP ADVISO	$457,000	$0	$0	$0	$130,708	$0	$3,750	$0	$13,289	$0	$604,747	$0	$0	$0
KATHLEEN GALLUCCI
VP & CHIEF HR OFFICER	$452,111	$0	$0	$0	$9,805	$0	$69,957	$0	$27,761	$0	$559,634	$0	$0	$0
JULIE MYERS
VP FOR IT AND CIO	$432,564	$0	$0	$0	$23,125	$0	$38,214	$0	$31,569	$0	$525,472	$0	$0	$0
ROBERT L CLARK
PROF, FRMR PROVOST, SVP RESEARCH	$490,416	$0	$0	$0	$0	$0	$32,616	$0	$967	$0	$523,999	$0	$0	$0
PAGE HETZEL
VP FOR MKTNG & COMM	$453,117	$0	$0	$0	$125	$0	$31,483	$0	$18,144	$0	$502,869	$0	$0	$0
JOHN BLACKSHEAR
VP FOR STUDENT LIFE	$406,453	$0	$0	$0	$15,072	$0	$41,503	$0	$35,553	$0	$498,581	$0	$0	$0
ADRIENNE MORGAN
VP FOR ENG & ENRICHMENT	$407,561	$0	$0	$0	$0	$0	$39,259	$0	$28,141	$0	$474,961	$0	$0	$0
SARAH E PEYRE
VICE DEAN OF ED, SMD, FRMR INTERIM P	$351,383	$0	$0	$0	$23,550	$0	$32,504	$0	$33,753	$0	$441,190	$0	$0	$0
ANTHONY GREEN
VP ACAD FIN & PLNG, FRMR BD SECY	$311,066	$0	$0	$0	$125	$0	$31,561	$0	$36,019	$0	$378,771	$0	$0	$0
ERIN KANE
FMR INTERIM VP COMM	$297,664	$0	$0	$0	$125	$0	$30,137	$0	$36,196	$0	$364,122	$0	$0	$0
JOSHUA FARRELMAN
VP OF GOVERNMENT RELATIONS (EFF 4/25	$265,795	$0	$0	$0	$8,398	$0	$26,895	$0	$37,148	$0	$338,236	$0	$0	$0
JACK S BAILEY
FMR SECY TO BRD TRUSTEES	$248,719	$0	$0	$0	$0	$0	$23,849	$0	$11,278	$0	$283,846	$0	$0	$0
LEA NORDHAUS
SECY BOARD OF TRUSTEES	$191,052	$0	$0	$0	$0	$0	$19,255	$0	$40,097	$0	$250,404	$0	$0	$0

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART I, LINE 1A	DETAIL OF ADDITIONAL BENEFITS PROVIDED FIRST CLASS OR CHARTER TRAVEL IN LIMITED CIRCUMSTANCES, THE PRESIDENT AND/OR PROVOST OR OTHER KEY EMPLOYEE OF THE UNIVERSITY OF ROCHESTER ("THE UNIVERSITY") MAY TRAVEL FIRST CLASS IF CERTAIN TIME/DISTANCE REQUIREMENTS ARE MET AND A VALID UNIVERSITY-RELATED BUSINESS PURPOSE FOR THE TRAVEL EXISTS. TRAVEL FOR COMPANIONS IN LIMITED CIRCUMSTANCES, THE SPOUSE OF THE PRESIDENT AND/OR PROVOST OR OTHER KEY EMPLOYEE MAY TRAVEL FOR LEGITIMATE UNIVERSITY-RELATED BUSINESS PURPOSES. EXAMPLES OF SUCH TRAVEL INCLUDE ATTENDANCE AT FUNDRAISING OR ALUMNI EVENTS. IN ACCORDANCE WITH APPLICABLE LEGAL STANDARDS, AND ON THESE LIMITED OCCASIONS, THE UNIVERSITY WILL REIMBURSE THE TRAVEL EXPENSES FOR SPOUSAL TRAVEL AS A BUSINESS EXPENSE ONLY IF THE SPOUSAL TRAVEL SERVES A "BONA FIDE BUSINESS PURPOSES" OF THE UNIVERSITY. HOUSING ALLOWANCE OR RESIDENCE FOR PERSONAL USE/PERSONAL SERVICES AS A CONDITION OF EMPLOYMENT, THE PRESIDENT AND PROVOST ARE REQUIRED TO LIVE IN A HOME ON THE UNIVERSITY'S CAMPUS WHICH IS FURNISHED AND MAINTAINED AT THE UNIVERSITY'S EXPENSE. SOCIAL CLUB DUES THE UNIVERSITY PROVIDES CERTAIN OFFICERS AND EMPLOYEES A SOCIAL CLUB MEMBERSHIP TO BE USED IN CONNECTION WITH THEIR DUTIES. THE OFFICERS AND EMPLOYEES PROVIDED A MEMBERSHIP ARE RESPONSIBLE FOR ANY PERSONAL USE OF THE CLUB MEMBERSHIP. TWO OFFICERS WERE PROVIDED A SOCIAL CLUB MEMBERSHIP BY THE UNIVERSITY AND HAD TAXABLE COMPENSATION ASSOCIATED WITH THEIR PERSONAL USE OF THE CLUB.
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 - $100,000 MICHAEL J. APOSTOLAKOS - SERP - $50,000 STEPHEN DEWHURST - SERP - $11,000 CARRIE P. FULLER SPENCER - SERP - $25,000 KATHLEEN GALLUCCI - SERP - $40,000 STEVEN I. GOLDSTEIN - SERP - $125,000 DAVID LINEHAN - SERP - $150,000 KATHLEEN PARRINELLO - SERP - $125,000 PETER G. ROBINSON - SERP - $61,500 MICHAEL ROTONDO - SERP - $75,000 GEORGE M. ALFIERIS - 457(F) - $300,000 JOHN BLACKSHEAR - 457(F) - $2,250 THOMAS FARRELL - 457(F) - $11,500 PAGE HETZEL - 457(F) - $3,250 ELIZABETH MILAVEC - 457(F) - $11,250 ADRIENNE MORGAN - 457(F) - $6,750 JULIE MYERS - 457(F) - $4,000 SHAUN NELMS - 457(F) - $3,750
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 ARE APPROVED BY THE BOARD THROUGH THE PROCESS DESCRIBED IN FORM 990, PART VI, SECTION B, LINE 15.
PART I, LINE 8	INITIAL CONTRACT EXCEPTION CERTAIN INDIVIDUALS ARE, FROM TIME TO TIME, SERVING UNDER THE PROVISIONS OF THEIR INITIAL CONTRACT TO SERVE AS OFFICERS OF THE UNIVERSITY, WHICH PRINCIPALLY ESTABLISHES THEIR COMPENSATION, RESPONSIBILITIES AND DUTIES.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)

Bond ReferenceBondReferenceCd	Bond Issuer EINBondIssuerEIN	CUSIPCUSIPNum	Bond IssuedBondIssuedDt	Issue PriceIssuePriceAmt	PurposePurposeDesc	DefeasedDefeasedInd	On Behalf Of IssuerOnBehalfOfIssuerInd	Pool FinancingPoolFinancingInd
MONROE COUNTY INDUSTRIAL DEVELOPMENT CORPORATION
A	510188852	61075TND6	2015-06-24	$248,557,616	2015 A, B CAPITAL PROJECTS	0	0	0
MONROE COUNTY INDUSTRIAL DEVELOPMENT CORPORATION
B	510188852	61075TQA9	2017-04-05	$289,439,545	2017 A, B CAPITAL PROJECTS	0	0	0
MONROE COUNTY INDUSTRIAL DEVELOPMENT CORPORATION
C	510188852	61075TSK5	2017-12-14	$246,123,340	2017 C, D CAPITAL PROJECTS	0	0	0
MONROE COUNTY INDUSTRIAL DEVELOPMENT CORPORATION
D	510188852	61075TUV8	2020-08-05	$423,556,749	2020 A CAPITAL PROJECTS	0	0	0

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCd	RetiredRetiredAmt	Total ProceedsTotalProceedsAmt	Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt	Capital ExpendituresCapitalExpendituresAmt	Other Spent ProceedsOtherSpentProceedsAmt	Substantial CompletionSubstantialCompletionYr	Refunding Tax Exempt BondsRefundingTaxExemptBondsInd	Refunding Taxable BondsRefundingTaxableBondsInd	Final Allocation MadeFinalAllocationMadeInd	Adequate Books And Rec MaintAdequateBooksAndRecMaintInd	Capitalized InterestCapitalizedInterestAmt
A	$68,270,000	$249,360,691	$1,460,004	$84,679,364	$163,221,324	2019	Yes (1)	Yes (1)	Yes (1)	Yes (1)
B	$75,275,000	$290,507,689	$1,742,715	$73,170,909	$214,448,166	2021	Yes (1)	Yes (1)	Yes (1)	Yes (1)	$1,145,900
C	$1,190,000	$246,123,340	$1,656,861		$244,466,479	2021	0	Yes (1)	Yes (1)	Yes (1)
D	$45,220,000	$425,228,740	$2,087,524	$301,618,976	$100,254,864	2025	Yes (1)	0	0	Yes (1)	$21,267,377

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)

Bond ReferenceBondReferenceCd	Any Lease ArrangementsAnyLeaseArrangementsInd	Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd	Engage Bond Counsel ContractsEngageBondCounselContractsInd	Any Research AgreementsAnyResearchAgreementsInd	Engage Bond Counsel ResearchEngageBondCounselResearchInd	Private Bus Use By OthersPrivateBusUseByOthersPct	Private Bus Concerning UBIPrivateBusConcerningUBIPct	Total Private Business UseTotalPrivateBusinessUsePct	Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
A	Yes (1)	Yes (1)	Yes (1)	Yes (1)	Yes (1)	0.01260	0.01390	0.02650	Yes (1)
B	Yes (1)	Yes (1)	Yes (1)	Yes (1)	Yes (1)	0.01340	0.01460	0.02800	Yes (1)
C	Yes (1)	Yes (1)	Yes (1)	Yes (1)	Yes (1)	0.01360	0.01370	0.02730	Yes (1)
D	Yes (1)	Yes (1)	Yes (1)	Yes (1)	Yes (1)	0.00580	0.00730	0.01310	Yes (1)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

Bond ReferenceBondReferenceCd	Form8038 T FiledForm8038TFiledInd	Rebate Not Due YetRebateNotDueYetInd	Exception To RebateExceptionToRebateInd	No Rebate DueNoRebateDueInd	Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd
A	0	0	Yes (1)	0	Yes (1)
B	0	0	Yes (1)	0	Yes (1)
C	0	0	Yes (1)	0	Yes (1)
D	Yes (1)				Yes (1)

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

Bond ReferenceBondReferenceCd	Procedures Corrective ActionProceduresCorrectiveActionInd
A	Yes (1)
B	Yes (1)
C	Yes (1)
D	Yes (1)

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 2017 C,D - CUSIP #61075TTB5 PART II, LINE 3 - ADDITIONAL DETAIL FOR PROCEEDS OF ISSUES THE TOTAL PROCEEDS OF ISSUE REPORTED FOR THE 2015 A,B BOND ISSUE INCLUDES $803,075 IN INVESTMENT EARNINGS. THE TOTAL PROCEEDS OF ISSUE REPORTED FOR THE 2017 A,B BOND ISSUE INCLUDES $1,068,144 IN INVESTMENT EARNINGS. THE TOTAL PROCEEDS OF ISSUE REPORTED FOR THE 2020 A BOND ISSUE INCLUDES $1,671,991 IN INVESTMENT EARNINGS. THE TOTAL PROCEEDS OF ISSUE REPORTED FOR THE 2023 A BOND ISSUE INCLUDES $16,675,749 IN INVESTMENT EARNINGS. PART IV, LINE 2 DATE OF REBATE COMPUTATION FOR THE 2020 BONDS IS 7/3/24 AND SHOWED NO POSITIVE REBATE EARNINGS. A FORM 8038-T WAS FILED FOR A YIELD REDUCTION LIABILITY ONLY.	ExplanationTxt

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp

Field	Value	IRS element (for citing)
Bond Reference	A	BondReferenceCd

Issuer Name IssuerName

Field	Value	IRS element (for citing)
Business Name Line1	MONROE COUNTY INDUSTRIAL DEVELOPMENT CORPORATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Bond Issuer EIN	510188852	BondIssuerEIN
CUSIP	61075TWT1	CUSIPNum
Bond Issued	2023-12-19	BondIssuedDt
Issue Price	$332,542,801	IssuePriceAmt
Purpose	2023 A CAPITAL PROJECTS	PurposeDesc
Defeased	0	DefeasedInd
On Behalf Of Issuer	0	OnBehalfOfIssuerInd
Pool Financing	0	PoolFinancingInd

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp

Field	Value	IRS element (for citing)
Bond Reference	A	BondReferenceCd
Total Proceeds	$349,218,550	TotalProceedsAmt
Capitalized Interest	$30,332,980	CapitalizedInterestAmt
Issuance Costs From Proceeds	$2,208,891	IssuanceCostsFromProceedsAmt
Capital Expenditures	$145,787,953	CapitalExpendituresAmt
Other Spent Proceeds	$17,539,104	OtherSpentProceedsAmt
Unspent	$153,349,622	UnspentAmt
Refunding Tax Exempt Bonds	0	RefundingTaxExemptBondsInd
Refunding Taxable Bonds	0	RefundingTaxableBondsInd
Final Allocation Made	0	FinalAllocationMadeInd
Adequate Books And Rec Maint	Yes (1)	AdequateBooksAndRecMaintInd

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp

Field	Value	IRS element (for citing)
Bond Reference	A	BondReferenceCd
Owning Bond Financed Property	0	OwningBondFinancedPropertyInd
Any Lease Arrangements	Yes (1)	AnyLeaseArrangementsInd
Mgmt Contract Bond Fincd Prop	Yes (1)	MgmtContractBondFincdPropInd
Engage Bond Counsel Contracts	Yes (1)	EngageBondCounselContractsInd
Any Research Agreements	Yes (1)	AnyResearchAgreementsInd
Engage Bond Counsel Research	Yes (1)	EngageBondCounselResearchInd
Private Bus Use By Others	0.00480	PrivateBusUseByOthersPct
Private Bus Concerning UBI	0.00480	PrivateBusConcerningUBIPct
Total Private Business Use	0.00960	TotalPrivateBusinessUsePct
Bond Iss Meet Prvt Sec Pymt Test	0	BondIssMeetPrvtSecPymtTestInd
Change In Use Bond Financed Prop	0	ChangeInUseBondFinancedPropInd
Procs Nonqualified Bond Remdtd	Yes (1)	ProcsNonqualifiedBondRemdtdInd

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp

Field	Value	IRS element (for citing)
Bond Reference	A	BondReferenceCd
Form8038 T Filed	0	Form8038TFiledInd
Rebate Not Due Yet	Yes (1)	RebateNotDueYetInd
Exception To Rebate	0	ExceptionToRebateInd
No Rebate Due	0	NoRebateDueInd
Variable Rate Issue	0	VariableRateIssueInd
Hedge Identified In Bks And Rec	0	HedgeIdentifiedInBksAndRecInd
Gross Proceeds Invested In GIC	0	GrossProceedsInvestedInGICInd
Gross Proceeds Invested	0	GrossProceedsInvestedInd
Written Proc To Monitor Reqs	Yes (1)	WrittenProcToMonitorReqsInd

Procedures Corrective Action ProceduresCorrectiveActionGrp

Field	Value	IRS element (for citing)
Bond Reference	A	BondReferenceCd
Procedures Corrective Action	Yes (1)	ProceduresCorrectiveActionInd

Schedule L IRS990ScheduleL

Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp (12 entries)

Relationship With OrgRelationshipWithOrgTxt	Loan PurposeLoanPurposeTxt	Loan From OrganizationLoanFromOrganizationInd	Original PrincipalOriginalPrincipalAmt	Balance DueBalanceDueAmt	DefaultDefaultInd	Board Or Committee ApprovalBoardOrCommitteeApprovalInd	Written AgreementWrittenAgreementInd
ADAM ANOLIK
KEY EMPLOYEE	SPLIT DOLLAR LIFE INSURANCE	Yes (X)	$770,000	$770,000	0	Yes (1)	Yes (1)
STEVEN I GOLDSTEIN
KEY EMPLOYEE	SPLIT DOLLAR LIFE INSURANCE	Yes (X)	$2,847,200	$2,847,200	0	Yes (1)	Yes (1)
KATHLEEN PARRINELLO
KEY EMPLOYEE	SPLIT DOLLAR LIFE INSURANCE	Yes (X)	$1,249,884	$1,249,884	0	Yes (1)	Yes (1)
PETER G ROBINSON
OFFICER	SPLIT DOLLAR LIFE INSURANCE	Yes (X)	$1,099,210	$1,099,210	0	Yes (1)	Yes (1)
MICHAEL ROTONDO
KEY EMPLOYEE	SPLIT DOLLAR LIFE INSURANCE	Yes (X)	$635,000	$635,000	0	Yes (1)	Yes (1)
MARK B TAUBMAN
FORMER OFFICER	SPLIT DOLLAR LIFE INSURANCE	Yes (X)	$1,623,531	$1,623,531	0	Yes (1)	Yes (1)
MICHAEL APOSTOLAKOS
KEY EMPLOYEE	SPLIT DOLLAR LIFE INSURANCE	Yes (X)	$245,000	$245,000	0	Yes (1)	Yes (1)
CARRIE FULLER-SPENCER
KEY EMPLOYEE	SPLIT DOLLAR LIFE INSURANCE	Yes (X)	$145,000	$145,000	0	Yes (1)	Yes (1)
KATHLEEN GALLUCCI
OFFICER	SPLIT DOLLAR LIFE INSURANCE	Yes (X)	$244,900	$244,900	0	Yes (1)	Yes (1)
STEPHEN DEWHURST
OFFICER	SPLIT DOLLAR LIFE INSURANCE	Yes (X)	$103,000	$103,000	0	Yes (1)	Yes (1)
DAVID LINEHAN
OFFICER	SPLIT DOLLAR LIFE INSURANCE	Yes (X)	$339,600	$339,600	0	Yes (1)	Yes (1)
JOSHUA FARRELMAN
OFFICER	SPLIT DOLLAR LIFE INSURANCE	Yes (X)	$392,200	$392,200	0	Yes (1)	Yes (1)

Field	Value	IRS element (for citing)
Total Balance Due	$9,694,525	TotalBalanceDueAmt

Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp (2 entries)

Relationship With OrgRelationshipWithOrgTxt	Cash GrantCashGrantAmt	Type Of AssistanceTypeOfAssistanceTxt	Assistance PurposeAssistancePurposeTxt
NA
N/A	$73,492	TUITION ASSISTANCE	EDUCATION
NA
N/A	$42,075	FELLOWSHIPS	EDUCATION

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (14 entries)

Relationship DescriptionRelationshipDescriptionTxt	TransactionTransactionAmt	TransactionTransactionDesc	Sharing Of RevenuesSharingOfRevenuesInd
JENNIFER ANOLIK
FAMILY MEMBER OF KEY EMPL	$385,709	PAYMENT OF COMPENSATION	0
CYNTHIA APOSTOLAKOS
FAMILY MEMBER OF KEY EMPL	$61,119	PAYMENT OF COMPENSATION	0
KENNETH APOSTOLAKOS
FAMILY MEMBER OF KEY EMPL	$103,086	PAYMENT OF COMPENSATION	0
HANNAH JACKEL-DEWHURST
FAMILY MEMBER OF OFFICER	$68,493	PAYMENT OF COMPENSATION	0
DENNIS KESSLER
FAMILY MEMBER OF TRUSTEE	$50,156	PAYMENT OF COMPENSATION	0
JEFFREY PARRINELLO
FAMILY MEMBER OF KEY EMPL	$53,548	PAYMENT OF COMPENSATION	0
CHRISTIAN PEYRE
FAMILY MEMBER OF FORMER OFFICER	$800,000	PAYMENT OF COMPENSATION	0
CHERITH REYNOLDS-CLARK
FAMILY MEMBER OF FORMER OFFICER	$127,557	PAYMENT OF COMPENSATION	0
JEREMY ROBINSON
FAMILY MEMBER OF OFFICER	$122,900	PAYMENT OF COMPENSATION	0
KARL ROSENGREN
FAMILY MEMBER OF TRUSTEE	$290,105	PAYMENT OF COMPENSATION	0
LYDIA ROTONDO
FAMILY MEMBER OF KEY EMPL	$239,098	PAYMENT OF COMPENSATION	0
LES WEISBROD MD
FAMILY MEMBER OF KEY EMPL	$280,124	PAYMENT OF COMPENSATION	0
TARA RITTER
FAMILY MEMBER OF OFFICER	$70,525	PAYMENT OF COMPENSATION	0
PETER TONGE
FAMILY MEMBER OF OFFICER	$163,765	PAYMENT OF COMPENSATION	0

Schedule M IRS990ScheduleM

Works Of Art WorksOfArtGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	26	ContributionCnt
Noncash Contributions Rpt F990	$444,408	NoncashContributionsRptF990Amt
Method Of Determining Revenues	FAIR MARKET VALUE	MethodOfDeterminingRevenuesTxt

Books And Publications BooksAndPublicationsGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Noncash Contributions Rpt F990	$680,472	NoncashContributionsRptF990Amt
Method Of Determining Revenues	FAIR MARKET VALUE	MethodOfDeterminingRevenuesTxt

Clothing And Household Goods ClothingAndHouseholdGoodsGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Noncash Contributions Rpt F990	$935	NoncashContributionsRptF990Amt
Method Of Determining Revenues	FAIR MARKET VALUE	MethodOfDeterminingRevenuesTxt

Securities Publicly Traded SecuritiesPubliclyTradedGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	88	ContributionCnt
Noncash Contributions Rpt F990	$21,321,576	NoncashContributionsRptF990Amt
Method Of Determining Revenues	FAIR MARKET VALUE	MethodOfDeterminingRevenuesTxt

Food Inventory FoodInventoryGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	39	ContributionCnt
Noncash Contributions Rpt F990	$87,085	NoncashContributionsRptF990Amt
Method Of Determining Revenues	FAIR MARKET VALUE	MethodOfDeterminingRevenuesTxt

Drugs And Medical Supplies DrugsAndMedicalSuppliesGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	2	ContributionCnt
Noncash Contributions Rpt F990	$5,800	NoncashContributionsRptF990Amt
Method Of Determining Revenues	FAIR MARKET VALUE	MethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)

Non Cash CheckboxNonCashCheckboxInd	DescDesc	ContributionContributionCnt	Noncash Contributions Rpt F990NoncashContributionsRptF990Amt	Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)	MISCELLANEOUS	70	$9,525,782	FAIR MARKET VALUE
Yes (X)	EQUIPMENT	12	$599,305	FAIR MARKET VALUE

Field	Value	IRS element (for citing)
Form8283 Received	0	Form8283ReceivedCnt
Any Property That Must Be Held	0	AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts	Yes (1)	ReviewProcessUnusualNCGiftsInd
Third Parties Used	0	ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

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

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART I, LINE 1	THE PROVISION OF HIGHER EDUCATION IN THE LIBERAL ARTS AND SCIENCES, MEDICINE AND DENTISTRY, NURSING AND MUSIC; RESEARCH; AND CHARITABLE PATIENT CARE SERVICES.
FORM 990, PART III, LINE 4A, PROGRAM SERVICE	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 OVER 1,000 FULL-TIME TENURED FACULTY MEMBERS AND 11,211 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.
FORM 990, PART III, LINE 4B, PROGRAM SERVICE	RESEARCH ACTIVITIES: THE UNIVERSITY PERFORMS RESEARCH, TRAINING, AND OTHER SERVICES UNDER GRANTS, CONTRACTS, AND SIMILAR AGREEMENTS WITH SPONSORING ORGANIZATIONS, PRIMARILY DEPARTMENTS AND AGENCIES OF THE UNITED STATES GOVERNMENT. DURING THE 2024-2025 FISCAL YEAR, THERE WERE 5,897 GRANTS AND CONTRACTS IN EFFECT THAT TOTALED $405,546,489 IN REVENUE.ROCHESTER RESEARCHERS ARE SCIENTISTS AND SCHOLARS, INVENTORS AND CONSERVATORS, ARTISTS AND ANALYSTS. THEY KNOW MANY OF THE BEST BREAKTHROUGHS IN KNOWLEDGE AND CREATIVITY OCCUR BY CROSSING BOUNDARIES. MANY OF THE UNIVERSITY'S RESEARCH ENVIRONMENTS ARE DESIGNED TO FACILITATE COLLABORATION AND EXPLORATION ACROSS DISCIPLINES. RESEARCH AT THE UNIVERSITY OF ROCHESTER OCCURS IN 60 RESEARCH CENTERS AND INSTITUTES ACROSS THE UNIVERSITY, INCLUDING: - THE LABORATORY FOR LASER ENERGETICS (LLE) - THE LASER LAB IS THE LARGEST UNIVERSITY-BASED DEPARTMENT OF ENERGY RESEARCH PROGRAM IN THE NATION AND IS HOME TO THE MOST POWERFUL LASER SYSTEMS FOUND AT ANY ACADEMIC INSTITUTION IN THE WORLD. AT THE LAB, RESEARCHERS FROM ALL OVER THE WORLD PROBE THE EXTREMES OF TEMPERATURE AND PRESSURE IN LABORATORY-SCALE EXPERIMENTS. - THE INSTITUTE OF OPTICS - HOME TO THE NATION'S FIRST OPTICAL SCIENCE, ENGINEERING AND DESIGN PROGRAM. THE INSTITUTE OF OPTICS HAS GRANTED ABOUT HALF OF ALL DEGREES IN OPTICS AWARDED IN THE U.S. - THE DEL MONTE INSTITUTE FOR NEUROSCIENCE - INSTRUMENTAL IN BRINGING TOGETHER NEUROSCIENCE AND RELATED DISCIPLINES- BIOMEDICAL ENGINEERING, BRAIN AND COGNITIVE SCIENCES, COMPUTER SCIENCE, AND NEUROLOGY. THIS MULTIDISCIPLINARY WORK HAS MADE POSSIBLE CRITICAL RESEARCH INTO ALZHEIMER'S, MULTIPLE SCLEROSIS, AUTISM AND DYSLEXIA. - THE HUMANITIES CENTER - AN INTELLECTUAL HOME BASE FOR STUDENTS, FACULTY, RESEARCHERS, ARTISTS AND THE PUBLIC. RESEARCH PROJECTS AFFECT FIELDS BEYOND THE HUMANITIES, INCLUDING MEDICINE, BUSINESS, SCIENCE AND ENGINEERING. - MT. HOPE FAMILY CENTER - LEADING EXPERTS PROVIDE EVIDENCE-BASED INTERVENTION AND PREVENTION SERVICES TO OVER 900 AT RISK CHILDREN AND FAMILIES ANNUALLY. - INSTITUTE FOR MUSIC LEADERSHIP - DEVELOPING CREATIVE AND EFFECTIVE LEADERS FOR TODAY'S MUSICAL WORLD.
FORM 990, PART III, LINE 4C, PROGRAM SERVICES	SERVICES OF HOSPITAL AND CLINICS- THE UNIVERSITY OF ROCHESTER (THE "UNIVERSITY") PROVIDES HEALTH CARE SERVICES TO THE GREATER ROCHESTER AND FINGER LAKES AREA THROUGH STRONG MEMORIAL HOSPITAL, STRONG HOME CARE GROUP, THE VARIOUS ENTITIES INCLUDED IN STRONG PARTNERS HEALTH SYSTEM, INC. (SPHS), F.F. THOMPSON HEALTH SYSTEM, INC., FINGER LAKES HEALTH SYSTEM, LIVINGSTON HEALTH CARE SYSTEM, INC., THE MEMORIAL HOSPITAL OF WILLIAM F. AND GERTRUDE F. JONES, INC. AND ST. JAMES HOSPITAL. TO SUPPORT THE TEACHING AND RESEARCH MISSIONS OF ITS SCHOOL OF MEDICINE AND DENTISTRY AND ITS SCHOOL OF NURSING, THE UNIVERSITY OF ROCHESTER OPERATES STRONG MEMORIAL HOSPITAL, A TERTIARY CARE TEACHING HOSPITAL, WHICH INCLUDES THE GOLISANO CHILDREN'S HOSPITAL. STRONG MEMORIAL HOSPITAL, GOLISANO CHILDREN'S HOSPITAL, AND THE UNIVERSITY OF ROCHESTER MEDICAL FACULTY GROUP OPERATE AS UNINCORPORATED DIVISIONS OF THE UNIVERSITY OF ROCHESTER. STRONG MEMORIAL HOSPITAL PROVIDES HEALTH CARE SERVICES THROUGH ITS INPATIENT, OUTPATIENT AND EMERGENCY FACILITIES. THE MEDICAL STAFF OF THE HOSPITAL IS THE FACULTY OF THE SCHOOL OF MEDICINE AND DENTISTRY. THE ACADEMIC DEPARTMENT CHAIRS ALSO FUNCTION AS THE DEPARTMENT HEADS OF THE MEDICAL SERVICES IN THE HOSPITAL. THERE ARE EXTENSIVE INTERN AND RESIDENT PROGRAMS. THE HOSPITAL PROVIDES CARE REGARDLESS OF THE PATIENT'S ABILITY TO PAY FOR SERVICES. DURING THE 2024-2025 FISCAL YEAR, THERE WERE 306,564 TOTAL INPATIENT DAYS AND 122,653 EMERGENCY VISITS. IN ADDITION TO BEING A TEACHING FACILITY, THE HOSPITAL OPERATES IN A CHARITABLE MANNER CONSISTENT WITH THE REQUIREMENTS OF INTERNAL REVENUE CODE SECTION 501(C)(3) AND THE "COMMUNITY BENEFIT STANDARD" OF IRS REVENUE RULING 69-545. IN THIS REGARD, THE GOVERNING BODY OF THE ORGANIZATION IS COMPOSED OF PROMINENT CITIZENS IN THE COMMUNITY. MEDICAL STAFF PRIVILEGES IN THE HOSPITAL ARE AVAILABLE TO ALL QUALIFIED PHYSICIANS IN THE AREA WHO ALSO CAN QUALIFY AS FULL OR PART-TIME FACULTY OF THE SCHOOL OF MEDICINE AND DENTISTRY; THE HOSPITAL MAINTAINS A FULL-TIME EMERGENCY ROOM OPEN TO ALL REGARDLESS OF ABILITY TO PAY; THE HOSPITAL PROVIDES CARE TO NEEDY MEMBERS OF ITS COMMUNITY WITH ITS CHARITY CARE POLICY REGARDLESS OF THEIR ABILITY TO PAY FOR SERVICES AND ADMITS AS PATIENTS THOSE ABLE TO PAY FOR CARE, EITHER THEMSELVES OR THROUGH THIRD-PARTY PAYERS SUCH AS PRIVATE HEALTH INSURANCE OR GOVERNMENT PROGRAMS SUCH AS MEDICARE AND MEDICAID. THE HOSPITAL'S EXCESS FUNDS ARE GENERALLY APPLIED TO EXPANSION AND REPLACEMENT OF EXISTING FACILITIES AND EQUIPMENT, MEDICAL RESEARCH, AMORTIZATION OF INDEBTEDNESS, IMPROVEMENTS IN PATIENT CARE, COMMUNITY BENEFIT ACTIVITIES AND CHARITY CARE.
FORM 990, PART VI, SECTION A, LINE 1A	DELEGATION OF AUTHORITY THE BY-LAWS OF THE UNIVERSITY PROVIDE FOR AN EXECUTIVE COMMITTEE THAT MAY EXERCISE ALL THE POWERS OF THE BOARD IN INTERVALS BETWEEN MEETINGS OF THE BOARD OF TRUSTEES, EXCEPT THAT THE EXECUTIVE COMMITTEE DOES NOT HAVE POWER (1) TO GRANT DEGREES, (2) TO REMOVE A TRUSTEE OR OFFICER, (3) TO ELECT TRUSTEES, THE CHAIR OF THE BOARD OR THE PRESIDENT, OR (4) TO AMEND, ALTER OR REPEAL THE BY-LAWS. THE MEMBERS OF THE EXECUTIVE COMMITTEE ARE ALL TRUSTEES. THE EXECUTIVE COMMITTEE CONSISTS OF THE CHAIR OF THE BOARD, THE PRESIDENT, THE CHAIRS OF THE BOARD COMMITTEES OF INVESTMENT, NOMINATIONS AND BOARD PRACTICES, FACILITIES, AUDIT AND RISK ASSESSMENT, PERSONNEL, HEALTH AFFAIRS, ACADEMIC AFFAIRS, RESEARCH AND INNOVATION, FINANCIAL PLANNING, STUDENT AFFAIRS, COMPLIANCE AND COMPENSATION, AND DEVELOPMENT PLUS SUCH OTHER TRUSTEES AS THE BOARD OF TRUSTEES MAY ELECT TO SERVE FOR TERMS NOT TO EXCEED FIVE YEARS.
FORM 990, PART VI, SECTION B, LINE 11B	FORM 990 REVIEW PROCESS THE UNIVERSITY OF ROCHESTER'S FORM 990 WAS PREPARED BY FINANCE STAFF AND PROVIDED TO THE BONADIO GROUP AND TO SENIOR MANAGEMENT OF THE UNIVERSITY FOR REVIEW PRIOR TO FILING. THE FORM 990 WAS ALSO PROVIDED TO THE UNIVERSITY'S AUDIT AND RISK COMMITTEE PRIOR TO FILING. THE COMMITTEE'S QUESTIONS AND COMMENTS WERE ADDRESSED AT A COMMITTEE MEETING PRIOR TO FILING. AFTER THIS COMMITTEE'S MEETING, THE FORM 990 WAS POSTED TO THE BOARD SHAREPOINT SITE AND EACH TRUSTEE WAS NOTIFIED THAT THE FORM WAS AVAILABLE TO VIEW, PRIOR TO FILING THE FORM WITH THE IRS.
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 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.

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp (3 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
MELIORA STUDENT HOUSING LLC
263 WALLIS HALL	ROCHESTER	NY	14627	160743209	STUDENT HOUSING	NY	-$217,000	$15,903,000	UNIV OF ROCH
MELIORA DEVELOPMENT COMPANY LLC
BOX 278893	ROCHESTER	NY	14623	160743209	REAL ESTATE	NY	$7,933,000	$66,292,000	UNIV OF ROCH
MELIORA RISK SOLUTIONS LLC
100 BANK ST SUITE 360	BURLINGTON	VT	05401	160743209	INSURANCE CAPTIVE	VT	$6,322,000	$13,296,000	UNIV OF ROCH

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (48 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	Direct Controlling NADirectControllingNACd
HIGHLAND HOSPITAL OF ROCHESTER INC
1000 SOUTH AVENUE	ROCHESTER	NY	14620	160743037	HOSPITAL	NY	501(C)(3)	LINE 3	SPHS	Yes (1)
THE HIGHLAND FOUNDATION INC
1000 SOUTH AVENUE	ROCHESTER	NY	14620	237310662	FUNDRAISING	NY	501(C)(3)	LINE 12A, I	HIGHLAND HOSPITAL	Yes (1)
HIGHLAND FACILITIES DEVELOPMENT CORP
1000 SOUTH AVENUE	ROCHESTER	NY	14620	223039077	MEDICAL BLDG	NY	501(C)(3)	LINE 10	HIGHLAND HOSPITAL	Yes (1)
HIGHLAND COMMUNITY DEVELOPMENT CORP
100 HAHNEMANN TRAIL	PITTSFORD	NY	14534	223154715	ELDER CARE	NY	501(C)(3)	LINE 10	SPHS	Yes (1)
THE HIGHLANDS LIVING CENTER INC
500 HAHNEMANN TRAIL	PITTSFORD	NY	14534	223240227	HEALTHCARE	NY	501(C)(3)	LINE 10	SPHS	Yes (1)
THE MEADOWS AT WESTFALL INC
5901 LAC DE VILLE BLVD	ROCHESTER	NY	14618	161502303	HEALTHCARE	NY	501(C)(3)	LINE 10	SPHS	Yes (1)
STRONG PARTNERS HEALTH SYSTEM INC
1000 SOUTH AVENUE	ROCHESTER	NY	14620	161499099	SUPPORT ORG	NY	501(C)(3)	LINE 12A, I	UNIV OF ROCHESTER	Yes (1)
UR MEDICINE HOME CARE INC (STRONG HCG)
2180 EMPIRE BOULEVARD	WEBSTER	NY	14580	222577664	SUPPORT ORG	NY	501(C)(3)	LINE 7	UNIV OF ROCHESTER	Yes (1)
UR MEDICINE HOME CARE CERTIFIED SRV INC
2180 EMPIRE BOULEVARD	WEBSTER	NY	14580	160743215	HEALTHCARE	NY	501(C)(3)	LINE 10	URMHC	Yes (1)
UR MEDICINE HC LICENSED SRVS INC (CCR)
2180 EMPIRE BOULEVARD	WEBSTER	NY	14580	161561691	HEALTHCARE	NY	501(C)(3)	LINE 10	URMHC	Yes (1)
EXCELL PARTNERS INC
343 STATE STREET KODAK TOWER	ROCHESTER	NY	14650	201862628	ECONOMIC DEV	NY	501(C)(4)	N/A	UNIV OF ROCHESTER	Yes (1)
NEXTCORPS INC
260 EAST MAIN STREET SUITE 60	ROCHESTER	NY	14604	161195028	BUSINESS INCUBATOR	NY	501(C)(3)	LINE 7	UNIV OF ROCHESTER	Yes (1)
EASTMAN DENTAL CENTER FOUNDATION INC
625 ELMWOOD AVENUE	ROCHESTER	NY	14620	161529555	SUPPORT ORG	NY	501(C)(3)	LINE 12A, I		0	N/A
THE JAMES P WILMOT FOUNDATION INC
387 E MAIN STREET	ROCHESTER	NY	14604	222341413	SUPPORT ORG	NY	501(C)(3)	LINE 12D, III-O		0	N/A
ROBERT P GIDDINGS TRUST CO TAYLOR GANSON & PERRIN
160 FEDERAL STREET	BOSTON	MA	02110	046660588	SUPPORT ORG	MA	501(C)(3)	LINE 12D, III-O		0	N/A
U OF R BROADCASTING CORPORATION
201 WILSON COMMONS	ROCHESTER	NY	14627	160743209	BROADCAST LICENSE	NY	501(C)(4)	N/A	UNIV OF ROCHESTER	Yes (1)
UR REAL ESTATE CORPORATION
263 WALLIS HALL	ROCHESTER	NY	14627	271140014	SUPPORT ORG	NY	501(C)(3)	LINE 12A, I	UNIV OF ROCHESTER	Yes (1)
MELIORA REAL ESTATE CORPORATION
263 WALLIS HALL	ROCHESTER	NY	14627	452464788	SUPPORT ORG	NY	501(C)(3)	LINE 12A, I	UNIV OF ROCHESTER	Yes (1)
FREDERICK FERRIS THOMPSON HOSPITAL
350 PARRISH STREET	CANANDAIGUA	NY	14424	160743024	HOSPITAL	NY	501(C)(3)	LINE 3	FFTHS INC	Yes (1)
FF THOMPSON FOUNDATION INC
350 PARRISH STREET	CANANDAIGUA	NY	14424	222959984	FUNDRAISING	NY	501(C)(3)	LINE 7	FFTHS INC	Yes (1)
MM EWING CONTINUING CARE CENTER
350 PARRISH STREET	CANANDAIGUA	NY	14424	237046583	HEALTHCARE	NY	501(C)(3)	LINE 3	FFTHS INC	Yes (1)
FF THOMPSON HEALTH SYSTEM INC
350 PARRISH STREET	CANANDAIGUA	NY	14424	222959987	SUPPORT ORG	NY	501(C)(3)	LINE 12A, I	UNIV OF ROCHESTER	Yes (1)
FF THOMPSON SENIOR COMMUNITIES INC
350 PARRISH STREET	CANANDAIGUA	NY	14424	161557494	ELDER CARE	NY	501(C)(3)	LINE 10	FFTHS INC	Yes (1)
PLUTA CANCER CENTER FOUNDATION INC
125 RED CREEK DRIVE	ROCHESTER	NY	14623	270425383	SUPPORT ORG	NY	501(C)(3)	LINE 12A, I		0	N/A
FINGER LAKES HOME CARE INC
756 PRE-EMPTION ROAD	GENEVA	NY	14456	161489133	HEALTHCARE	NY	501(C)(3)	LINE 10	URMHC CS	Yes (1)
THE MEMORIAL HOSPITAL OF WILLIAM F AND GERTRUDE JONES
191 NORTH MAIN STREET	WELLSVILLE	NY	14895	222807681	HOSPITAL	NY	501(C)(3)	LINE 3	UNIV OF ROCHESTER	Yes (1)
LIVINGSTON HEALTH CARE SYSTEM INC
111 CLARA BARTON STREET	DANSVILLE	NY	14427	161455240	SUPPORT ORG	NY	501(C)(3)	LINE 12A, I	UNIV OF ROCHESTER	Yes (1)
NICHOLAS H NOYES MEMORIAL HOSPITAL INC
111 CLARA BARTON STREET	DANSVILLE	NY	14427	160743979	HOSPITAL	NY	501(C)(3)	LINE 3	LHCS	Yes (1)
RED JACKET CENTER INC
111 CLARA BARTON STREET	DANSVILLE	NY	14427	161037658	MED OFF BLDG	NY	501(C)(3)	LINE 12A, I	LHCS	Yes (1)
THE FOUNDATION FOR NOYES MEMORIAL HEALTH
111 CLARA BARTON STREET	DANSVILLE	NY	14427	161584778	FUNDRAISING	NY	501(C)(3)	LINE 7	LHCS	Yes (1)
JONES MEMORIAL HOSPITAL FOUNDATION
191 NORTH MAIN STREET	WELLSVILLE	NY	14895	473763374	SUPPORT ORG	NY	501(C)(3)	LINE 7	JONES MEMORIAL HOSPITAL	Yes (1)
JONES MEDICAL SERVICES PC
191 NORTH MAIN STREET	WELLSVILLE	NY	14895	465210222	MEDICAL CLINIC	NY	501(C)(3)	LINE 3	JONES MEMORIAL HOSPITAL	Yes (1)
ST JAMES HOSPITAL
7329 SENECA ROAD NORTH	HORNELL	NY	14843	160743310	HOSPITAL	NY	501(C)(3)	LINE 3	UNIV OF ROCHESTER	Yes (1)
ST JAMES HOSPITAL FOUNDATION INC
7329 SENECA ROAD NORTH	HORNELL	NY	14843	161486437	FUNDRAISING	NY	501(C)(3)	LINE 7	ST JAMES HOSPITAL	Yes (1)
UR MEDICINE HOME CARE COMMUNITY SRVCS
2180 EMPIRE BOULEVARD	WEBSTER	NY	14580	825091873	HEALTHCARE	NY	501(C)(3)	LINE 10	URMHC	Yes (1)
UR MEDICINE HOME CARE FOUNDATION INC
2180 EMPIRE BOULEVARD	WEBSTER	NY	14580	831912967	FUNDRAISING	NY	501(C)(3)	LINE 7	URMHC	Yes (1)
FINGER LAKES REGIONAL HEALTH SYSTEM INC
196 NORTH STREET	GENEVA	NY	14456	223193606	HEALTHCARE	NY	501(C)(3)	LINE 7	UNIV OF ROCHESTER	Yes (1)
GENEVA GENERAL HOSPITAL
196 NORTH STREET	GENEVA	NY	14456	160743032	HEALTHCARE	NY	501(C)(3)	LINE 3	FLH	Yes (1)
SOLDIERS & SAILORS MEM HOSPTL OF YATES CTY
418 N MAIN STREET	PENN YAN	NY	14527	160743192	HEALTHCARE	NY	501(C)(3)	LINE 3	FLH	Yes (1)
GENEVA NURSING HOME INC
45 MASON STREET	GENEVA	NY	14456	160957268	HEALTHCARE	NY	501(C)(3)	LINE 10	FLH	Yes (1)
GENEVA NURSING HOME II INC
75 MASON STREET	GENEVA	NY	14456	161449543	HEALTHCARE	NY	501(C)(3)	LINE 10	FLH	Yes (1)
HUNTINGTON NURSING HOME INC
369 EAST MAIN STREET	WATERLOO	NY	13165	510169552	HEALTHCARE	NY	501(C)(3)	LINE 10	FLH	Yes (1)
FINGER LAKES HEALTH FOUNDATION INC
196 NORTH STREET	GENEVA	NY	14456	150549310	FUNDRAISING	NY	501(C)(3)	LINE 12C, III-FI	FLH	Yes (1)
GENEVA GENERAL HOUSING DEVELOPMENT FUND
260 NORTH STREET	GENEVA	NY	14456	222816883	HOUSING	NY	501(C)(3)	LINE 10	FLH	Yes (1)
TAYLOR BROWN HOUSING DEVELOPMENT FUND CO
371 EAST MAIN STREET	WATERLOO	NY	13165	222807734	HOUSING	NY	501(C)(3)	LINE 10	FLH	Yes (1)
FLH MEDICAL PC
200 NORTH STREET SUITE 102	GENEVA	NY	14456	263765332	MEDICAL PRACTICE	NY	501(C)(3)	LINE 10	FLH	Yes (1)
UR MEDICINE HOME CARE FOUNDATION INC
2180 EMPIRE BOULEVARD	WEBSTER	NY	14580	831912967	FUNDRAISING	NY	501(C)(3)	LINE 7	UNIV OF ROCHESTER	Yes (1)
UR MEDICINE HOME CARE INC
2180 EMPIRE BOULEVARD	WEBSTER	NY	14580	222577664	SUPPORT ORG	NY	501(C)(3)	LINE 7	UNIV OF ROCHESTER	0

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (5 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Disproportionate AllocationsDisproportionateAllocationsInd	General Or Managing PartnerGeneralOrManagingPartnerInd	Address Line1ForeignAddress/AddressLine1Txt	CityForeignAddress/CityNm	CountryForeignAddress/CountryCd	Foreign PostalForeignAddress/ForeignPostalCd	EINEIN	Legal Domicile Foreign CountryLegalDomicileForeignCountryCd	Predominant Income TypePredominantIncomeTypeTxt	Share Of Total IncomeShareOfTotalIncomeAmt	Share Of EOY AssetsShareOfEOYAssetsAmt	OwnershipOwnershipPct
EXCELL INNOVATE NY FUND LP
343 STATE STREET KODAK TOWER	ROCHESTER	NY	14650	INVESTMENT FUND	NY	ETV INC	0	0
EXCELL MINORITY AND WOMEN OWNED ENTERPRISES FUND
343 STATE STREET KODAK TOWER	ROCHESTER	NY	14650	INVESTMENT FUND	NY	ETV INC	0	0
EXCELL PARTNERS INNOVATIVE TECHNOLOGY FUND
343 STATE STREET KODAK TOWER	ROCHESTER	NY	14650	INVESTMENT FUND	NY	ETV INC	0	0
FINGER LAKES VENTURE FUND LP
343 STATE STREET KODAK TOWER	ROCHESTER	NY	14650	INVESTMENT FUND	NY	ETV INC	0	0
HAVELI INVESTMENTS SOFTWARE FUND I CAYMAN AIV 2 LP
				INVESTMENT FUND		HAVELI INVESTMENTS	0	0	405 COLORADO ST SUITE 1600	AUSTIN	CJ	78701	981807391	CJ	INVESTMENT	$15,440	$498,843	0.57140

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (14 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	OwnershipOwnershipPct	Share Of EOY AssetsShareOfEOYAssetsAmt	Direct Controlling NADirectControllingNACd
MEDICAL ADMINISTRATIVE ASSOCIATES INC
777 SOUTH CLINTON AVENUE	ROCHESTER	NY	14620	161354319	RETAIL PHARMACY	NY	HIGHLAND HOSPITAL	C	0
UR EQUITY HOLDINGS INC
110 OFFICE PARK WAY	PITTSFORD	NY	14534	273040889	HOLDING COMPANY	DE	UNIV OF ROCHESTER	C	0	-$999	1.00000
FFTH PROPERTIES AND SERVICES INC
350 PARRISH STREET	CANANDAIGUA	NY	14424	161286518	HOLDING COMPANY	NY	FFTHS INC	C	0
EXCELL TECHNOLOGY VENTURES INC
343 STATE STREET KODAK TOWER 2ND FL	ROCHESTER	NY	14650	800909149	BIOTECH INCUBATOR	NY	ROCHESTER BIOVENTURE CENTER	C	0
ACCOUNTABLE HEALTH PARTNERS LLC
135 CORPORATE WOODS SUITE 320	ROCHESTER	NY	14623	300787967	ACCT CARE NETWORK	NY	UNIV OF ROCHESTER	C	0	-$1,128,000	1.00000	$22,173,000
CHARITABLE REMAINDER TRUSTS (32)
						NY		T	0				N/A
POOLED INCOME FUNDS (3)
						NY		T	0				N/A
IRC SECTION 4947(A)(1) TRUSTS (8)
						NY		T	0				N/A
ACCOUNTABLE HEALTH PARTNERS IPA LLC
135 CORPORATE WOODS SUITE 320	ROCHESTER	NY	14623	371746016	INDEPENDENT PRACTICE	NY	AHP LLC	C	0
AHP INSURANCE COMPANY
76 ST PAUL STREET SUITE 500	BURLINGTON	VT	05401	814644839	CAPTIVE INSURANCE CO	VT	AHP LLC	C	0
LUMINATE VENTURE CHALLENGE CORP
260 EAST MAIN STREET SUITE 6000	ROCHESTER	NY	14604	823954131	BUSINESS INCUBATOR	NY	NEXTCORPS INC	C	0
HORNELL MEDICAL VILLAGE LLC
7100 ROUTE 70A	HORNELL	NY	14843	611886763	HOLD REAL ESTATE	NY	ST JAMES HOSPITAL	C	0
ROCHESTER BIOVENTURE CENTER INC
601 ELMWOOD AVENUE BOX 706	ROCHESTER	NY	14642	202485999	BIOTECH INCUBATOR	NY	UNIV OF ROCHESTER	C	0		1.00000	$49,273
SOLDIER VENTURES INC
418 N MAIN STREET	PENN YAN	NY	14527	161556419	MEDICAL SUPPLY CO	NY	SOLDIERS & SAILORS HOSPITAL	C	0

Field	Value	IRS element (for citing)
Receipt Of Int Annts Rnts Rylts	0	ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org	Yes (1)	GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org	Yes (1)	GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org	0	LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org	0	LoansOrGuaranteesFromOthOrgInd
Div Related Organization	0	DivRelatedOrganizationInd
Asset Sale To Other Org	0	AssetSaleToOtherOrgInd
Asset Purchase From Other Org	0	AssetPurchaseFromOtherOrgInd
Asset Exchange	0	AssetExchangeInd
Rental Of Facilities To Oth Org	Yes (1)	RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org	Yes (1)	RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org	Yes (1)	PerformOfServicesForOthOrgInd
Perform Of Services By Other Org	0	PerformOfServicesByOtherOrgInd
Sharing Of Facilities	0	SharingOfFacilitiesInd
Paid Employees Sharing	0	PaidEmployeesSharingInd
Reimbursement Paid To Other Org	Yes (1)	ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org	Yes (1)	ReimbursementPaidByOtherOrgInd
Transfer To Other Org	Yes (1)	TransferToOtherOrgInd
Transfer From Other Org	Yes (1)	TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (42 entries)

Transaction TypeTransactionTypeTxt	InvolvedInvolvedAmt	Method Of Amount DeterminationMethodOfAmountDeterminationTxt
HIGHLAND HOSPITAL OF ROCHESTER INC
P	$2,638,891	COST
HIGHLAND HOSPITAL OF ROCHESTER INC
Q	$163,389	COST
HIGHLAND HOSPITAL OF ROCHESTER INC
R	$52,733,651	FMV
HIGHLAND HOSPITAL OF ROCHESTER INC
S	$528,291	FMV
HIGHLANDS AT BRIGHTON
B	$5,257,012	FMV
HIGHLANDS AT BRIGHTON
J	$417,193	FMV
HIGHLANDS AT BRIGHTON
P	$7,821	COST
HIGHLANDS AT BRIGHTON
S	$145,380	FMV
EDC FOUNDATION INC
C	$2,236,511	FMV
THE HIGHLANDS LIVING CENTER INC
B	$1,349,004	FMV
THE HIGHLANDS LIVING CENTER INC
P	$67,017	COST
FREDERICK FERRIS THOMPSON HOSPITAL
K	$456,892	FMV
FREDERICK FERRIS THOMPSON HOSPITAL
P	$11,331	COST
FREDERICK FERRIS THOMPSON HOSPITAL
Q	$22,770	COST
FREDERICK FERRIS THOMPSON HOSPITAL
R	$6,244,690	FMV
FREDERICK FERRIS THOMPSON HOSPITAL
S	$30,309	FMV
JONES MEMORIAL
K	$67,489	FMV
JONES MEMORIAL
P	$5,115,764	COST
JONES MEMORIAL
Q	$25,344	COST
JONES MEMORIAL
R	$71,301	FMV
JONES MEMORIAL
S	$10,830	FMV
NOYES HEALTH
K	$154,139	FMV
NOYES HEALTH
P	$296,950	COST
NOYES HEALTH
R	$1,031,901	FMV
NOYES HEALTH
S	$8,761	FMV
ST JAMES HOSPITAL
K	$1,704	FMV
ST JAMES HOSPITAL
P	$283,781	COST
ST JAMES HOSPITAL
Q	$26,609	COST
ST JAMES HOSPITAL
R	$456,893	FMV
ST JAMES HOSPITAL
S	$3,683	FMV
ACCOUNTABLE HEALTH PARTNERS LLC
R	$6,482,357	FMV
ACCOUNTABLE HEALTH PARTNERS LLC
S	$1,245,253	FMV
FINGER LAKES REGIONAL HEALTH SYSTEM INC
K	$6,732	FMV
FINGER LAKES REGIONAL HEALTH SYSTEM INC
P	$80	COST
FINGER LAKES REGIONAL HEALTH SYSTEM INC
Q	$30,510	COST
VISITING NURSE SERVICE OF ROCHESTER AND MONROE COUNTY INC
B	$1,800,000	FMV
VISITING NURSE SERVICE OF ROCHESTER AND MONROE COUNTY INC
P	$3,709	COST
VISITING NURSE SERVICE OF ROCHESTER AND MONROE COUNTY INC
R	$6,000,000	FMV
HIGHLAND FOUNDATION INC
B	$30,000	FMV
FF THOMPSON HOSPITAL FOUNDATION INC
B	$18,500	FMV
NOYES FOUNDATION
B	$2,750	FMV
EASTMAN DENTAL CENTER FOUNDATION
B	$14,467	FMV