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Nonprofiteer
← EMORY UNIVERSITY

Form 990 for tax year 2023

Filed by EMORY UNIVERSITY.

Totals

Total revenue
$7,310,968,615
Total expenses
$6,641,688,154
Contributions and grants received
$1,199,613,458
Grants paid
$636,544,761
Program services expenses (Part IX)
$6,192,914,691
Management and general expenses
$412,070,087
Fundraising expenses
$36,703,376
Program service expenses (Part III)
$6,192,914,691

Program services were 93.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • GREGORY FENVES

    President

    Total calculated
    $2,425,941
    From this org
    $1,858,603
    From related orgs
    $0
    Other
    $567,338
    Hours/week
    80

    Schedule J breakdown matched by us

    Base
    $1,412,520
    Bonus
    $309,096
    Other
    $136,987
    Deferred
    $461,540
    Nontaxable benefits
    $105,798
    Filer's total
    $2,425,941

  • ADAM H ROGERS

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • ALLEGRA LAWRENCE-HARDY

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • ALLISON DUKES

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Andrew W EVANS

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • CRYSTAL EDMONSON

    Trustee

    Total calculated
    $0
    Hours/week
    3

  • CYNTHIA M SANBORN

    Trustee

    Total calculated
    $0
    Hours/week
    3 + 1 related

  • Darren W Cohen

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • DAVID GRAVES

    Trustee

    Total calculated
    $6,667
    From this org
    $6,667
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • DEBORAH A MARLOWE

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • E JENNER WOOD III

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • FACUNDO L BACARDI

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • GREGORY J VAUGHN

    Trustee

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • GREGORY V PALMER

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • JAMES WALKER BURNS

    Trustee

    Total calculated
    $0
    Hours/week
    3

  • JAVIER C GOIZUETA

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • JOHN G RICE

    Trustee

    Total calculated
    $0
    Hours/week
    4 + 2 related

  • JOHN L LATHAM

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • JONATHAN K LAYNE

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • KATHELEN AMOS

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • L JONATHAN HOLSTON

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • LEAH WARD SEARS

    Trustee

    Total calculated
    $0
    Hours/week
    3

  • LEE P MILLER

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • MARK A WEINBERGER

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • MITCHELL A TANZMAN

    Trustee

    Total calculated
    $0
    Hours/week
    3

  • MUHTAR KENT

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • RICK M RIEDER

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • ROBERT C GODDARD III

    Trustee

    Total calculated
    $0
    Hours/week
    4

  • Robin Dease

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • ROSA TARBUTTON SUMTER

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • SARAH B BROWN

    Trustee

    Total calculated
    $0
    Hours/week
    3

  • SHANTELLA CARR COOPER

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • STUART A ROSE

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • SUE HAUPERT-JOHNSON

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Tania Neild

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Tash Elwyn

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • TERESA M RIVERO

    Trustee

    Total calculated
    $0
    Hours/week
    3

  • THOMAS I BARKIN

    Trustee

    Total calculated
    $0
    Hours/week
    3 + 2 related

  • TIMOTHY C ROLLINS

    Trustee

    Total calculated
    $0
    Hours/week
    3

  • WILLIAM A BROSIUS

    Trustee

    Total calculated
    $0
    Hours/week
    2 + 1 related

  • WILLIAM C WARREN IV

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • WILLIAM H ROGERS JR

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • WILLIAM T McALILLY

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • ALLISON DYKES JOHNSON

    VP - University Secretary

    Total calculated
    $1,018,578
    From this org
    $947,845
    From related orgs
    $0
    Other
    $70,733
    Hours/week
    60 + 1 related

    Schedule J breakdown matched by us

    Base
    $490,740
    Bonus
    $0
    Other
    $457,105
    Deferred
    $29,700
    Nontaxable benefits
    $41,033
    Filer's total
    $1,018,578

  • AMY ADELMAN

    Interim SVP General Counsel

    Total calculated
    $709,556
    From this org
    $658,542
    From related orgs
    $0
    Other
    $51,014
    Hours/week
    65

    Schedule J breakdown matched by us

    Base
    $658,542
    Bonus
    $0
    Other
    $0
    Deferred
    $29,700
    Nontaxable benefits
    $21,314
    Filer's total
    $709,556

  • BELVA WHITE

    VP of Finance and Treasury

    Total calculated
    $559,568
    From this org
    $496,342
    From related orgs
    $0
    Other
    $63,226
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $495,542
    Bonus
    $0
    Other
    $800
    Deferred
    $29,700
    Nontaxable benefits
    $33,526
    Filer's total
    $559,568

  • Brad Slutsky

    SVP General Counsel

    Total calculated
    $0
    Hours/week
    60

  • CHRISTOPHER AUGOSTINI

    See Schedule J, Part III

    Total calculated
    $3,207,761
    From this org
    $2,848,733
    From related orgs
    $0
    Other
    $359,028
    Hours/week
    65 + 4 related

    Schedule J breakdown matched by us

    Base
    $1,965,433
    Bonus
    $0
    Other
    $883,300
    Deferred
    $329,700
    Nontaxable benefits
    $29,328
    Filer's total
    $3,207,761

  • DELBRIDGE KING

    VP - Human Resources

    Total calculated
    $466,035
    From this org
    $410,330
    From related orgs
    $0
    Other
    $55,705
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $410,330
    Bonus
    $0
    Other
    $0
    Deferred
    $29,700
    Nontaxable benefits
    $26,005
    Filer's total
    $466,035

  • John Ellis

    Interim Chief Information Officer; Sr Vice Provost for Information Technology

    Total calculated
    $523,368
    From this org
    $456,680
    From related orgs
    $0
    Other
    $66,688
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $456,680
    Bonus
    $0
    Other
    $0
    Deferred
    $29,700
    Nontaxable benefits
    $36,988
    Filer's total
    $523,368

  • Joon S Lee MD

    CEO, Emory Healthcare

    Total calculated
    $2,815,716
    From this org
    $0
    From related orgs
    $2,494,860
    Other
    $320,856
    Hours/week
    35 + 34 related

    Schedule J breakdown matched by us

    Base
    $0 + $953,979 related
    Bonus
    $0 + $1,537,706 related
    Other
    $0 + $3,175 related
    Deferred
    $0 + $300,000 related
    Nontaxable benefits
    $0 + $20,856 related
    Filer's total
    $0 + $2,815,716 related

  • Pimolrat Thukral

    VP of Finance & Treasury; Deputy CFO

    Total calculated
    $0
    Hours/week
    60

  • RAVI BELLAMKONDA

    Provost/Exec VP, Acad Affairs

    Total calculated
    $1,263,340
    From this org
    $1,061,864
    From related orgs
    $0
    Other
    $201,476
    Hours/week
    65 + 1 related

    Schedule J breakdown matched by us

    Base
    $930,843
    Bonus
    $0
    Other
    $131,021
    Deferred
    $166,125
    Nontaxable benefits
    $35,351
    Filer's total
    $1,263,340

  • Ravi Thadhani MD MPH

    See Schedule J, Part III

    Total calculated
    $5,787,179
    From this org
    $5,080,604
    From related orgs
    $640,000
    Other
    $66,575
    Hours/week
    65 + 5 related

    Schedule J breakdown matched by us

    Base
    $2,469,421
    Bonus
    $421,592 + $640,000 related
    Other
    $2,189,591
    Deferred
    $29,700
    Nontaxable benefits
    $10,498 + $26,377 related
    Filer's total
    $5,120,802 + $666,377 related

  • SRINIVAS PULAVARTI

    VP-Chief Investment Officer

    Total calculated
    $3,297,862
    From this org
    $3,246,557
    From related orgs
    $0
    Other
    $51,305
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $1,110,797
    Bonus
    $2,062,500
    Other
    $73,260
    Deferred
    $29,700
    Nontaxable benefits
    $21,605
    Filer's total
    $3,297,862

  • THERESA MILAZZO

    VP - Human Resources

    Total calculated
    $467,658
    From this org
    $423,830
    From related orgs
    $0
    Other
    $43,828
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $413,830
    Bonus
    $10,000
    Other
    $0
    Deferred
    $29,700
    Nontaxable benefits
    $14,128
    Filer's total
    $467,658

  • Adam C Webb MD

    COO EUHM

    Total calculated
    $724,060
    From this org
    $423,213
    From related orgs
    $143,405
    Other
    $157,442
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $397,557 + $74,000 related
    Bonus
    $25,000 + $60,670 related
    Other
    $656 + $8,735 related
    Deferred
    $36,644 + $86,100 related
    Nontaxable benefits
    $9,454 + $25,244 related
    Filer's total
    $469,311 + $254,749 related

  • Alistair Erskine MD MBAFAMIA

    Chief Information and Digital Officer (EHC)

    Total calculated
    $2,622,052
    From this org
    $2,167,983
    From related orgs
    $215,000
    Other
    $239,069
    Hours/week
    30 + 35 related

    Schedule J breakdown matched by us

    Base
    $928,609
    Bonus
    $89,374 + $215,000 related
    Other
    $1,150,000
    Deferred
    $23,048 + $187,200 related
    Nontaxable benefits
    $9,130 + $19,691 related
    Filer's total
    $2,200,161 + $421,891 related

  • BRADLEY HAWS

    CFO Emory Healthcare

    Total calculated
    $1,692,031
    From this org
    $0
    From related orgs
    $1,644,527
    Other
    $47,504
    Hours/week
    30 + 35 related

    Schedule J breakdown matched by us

    Base
    $0 + $469,062 related
    Bonus
    $0 + $429,000 related
    Other
    $0 + $746,465 related
    Deferred
    $0 + $19,800 related
    Nontaxable benefits
    $0 + $27,704 related
    Filer's total
    $0 + $1,692,031 related

  • BRYCE GARTLAND MD

    Hospital Group President EHC

    Total calculated
    $2,801,137
    From this org
    $0
    From related orgs
    $2,536,449
    Other
    $264,688
    Hours/week
    35 + 33 related

    Schedule J breakdown matched by us

    Base
    $0 + $841,043 related
    Bonus
    $0 + $745,069 related
    Other
    $0 + $950,337 related
    Deferred
    $0 + $24,319 related
    Nontaxable benefits
    $0 + $240,369 related
    Filer's total
    $0 + $2,801,137 related

  • CARLA CHANDLER

    Hospital Group VP & CFO (EHC)

    Total calculated
    $678,227
    From this org
    $0
    From related orgs
    $657,418
    Other
    $20,809
    Hours/week
    30 + 31 related

    Schedule J breakdown matched by us

    Base
    $0 + $292,099 related
    Bonus
    $0 + $165,000 related
    Other
    $0 + $200,319 related
    Deferred
    $0 + $18,540 related
    Nontaxable benefits
    $0 + $2,269 related
    Filer's total
    $0 + $678,227 related

  • CARLA FREEMAN

    Interim Dean - Emory College

    Total calculated
    $548,733
    From this org
    $496,831
    From related orgs
    $0
    Other
    $51,902
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $496,831
    Bonus
    $0
    Other
    $0
    Deferred
    $29,700
    Nontaxable benefits
    $22,202
    Filer's total
    $548,733

  • CARLOS DEL RIO MD

    Interim Dean, School of Medicine

    Total calculated
    $1,052,423
    From this org
    $985,252
    From related orgs
    $24,497
    Other
    $42,674
    Hours/week
    60 + 4 related

    Schedule J breakdown matched by us

    Base
    $797,700 + $22,467 related
    Bonus
    $187,156
    Other
    $396 + $2,030 related
    Deferred
    $30,673
    Nontaxable benefits
    $968 + $11,033 related
    Filer's total
    $1,016,893 + $35,530 related

  • DANE PETERSON

    Interim CEO - EHC

    Total calculated
    $3,675,234
    From this org
    $0
    From related orgs
    $3,180,816
    Other
    $494,418
    Hours/week
    30 + 30 related

    Schedule J breakdown matched by us

    Base
    $0 + $331,376 related
    Bonus
    $0 + $680,400 related
    Other
    $0 + $2,169,040 related
    Deferred
    $0 + $22,615 related
    Nontaxable benefits
    $0 + $471,803 related
    Filer's total
    $0 + $3,675,234 related

  • DANIEL OWENS

    CEO - Emory University Hospital Midtown

    Total calculated
    $2,091,558
    From this org
    $1,459,918
    From related orgs
    $230,450
    Other
    $401,190
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $602,059
    Bonus
    $360,600 + $179,747 related
    Other
    $497,259 + $50,703 related
    Deferred
    $23,100
    Nontaxable benefits
    $352,066 + $26,024 related
    Filer's total
    $1,835,084 + $256,474 related

  • DEBORAH BRUNER

    SVP RESEARCH

    Total calculated
    $581,446
    From this org
    $525,547
    From related orgs
    $0
    Other
    $55,899
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $525,381
    Bonus
    $0
    Other
    $166
    Deferred
    $29,700
    Nontaxable benefits
    $26,199
    Filer's total
    $581,446

  • ENKU GELAYE

    SVP -Dean of Campus Life

    Total calculated
    $569,990
    From this org
    $504,506
    From related orgs
    $0
    Other
    $65,484
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $504,506
    Bonus
    $0
    Other
    $0
    Deferred
    $29,700
    Nontaxable benefits
    $35,784
    Filer's total
    $569,990

  • HEATHER HAMBY

    CBO, SOM/Asc VP, Clin Intgrtn

    Total calculated
    $823,642
    From this org
    $295,060
    From related orgs
    $473,722
    Other
    $54,860
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $295,060 + $302,354 related
    Bonus
    $0 + $171,368 related
    Other
    $0
    Deferred
    $29,700
    Nontaxable benefits
    $7,294 + $17,866 related
    Filer's total
    $332,054 + $491,588 related

  • JOSHUA R NEWTON

    SVP - Adv. & Alum. Engagement

    Total calculated
    $998,975
    From this org
    $825,481
    From related orgs
    $0
    Other
    $173,494
    Hours/week
    65

    Schedule J breakdown matched by us

    Base
    $758,681
    Bonus
    $0
    Other
    $66,800
    Deferred
    $139,612
    Nontaxable benefits
    $33,882
    Filer's total
    $998,975

  • LILICIA BAILEY

    Chief HR Officer (EHC)

    Total calculated
    $609,452
    From this org
    $0
    From related orgs
    $476,643
    Other
    $132,809
    Hours/week
    30 + 35 related

    Schedule J breakdown matched by us

    Base
    $0 + $436,539 related
    Bonus
    $0
    Other
    $0 + $40,104 related
    Deferred
    $0 + $105,222 related
    Nontaxable benefits
    $0 + $27,587 related
    Filer's total
    $0 + $609,452 related

  • MATT WAIN

    President EHC Univ Hosp Div

    Total calculated
    $1,211,342
    From this org
    $720,223
    From related orgs
    $285,518
    Other
    $205,601
    Hours/week
    30 + 35 related

    Schedule J breakdown matched by us

    Base
    $715,547
    Bonus
    $0 + $202,799 related
    Other
    $4,676 + $82,719 related
    Deferred
    $19,800 + $147,901 related
    Nontaxable benefits
    $9,421 + $28,479 related
    Filer's total
    $749,444 + $461,898 related

  • PATRICK HAMMOND

    Chief Market Services Officer, EHC

    Total calculated
    $1,024,791
    From this org
    $0
    From related orgs
    $868,931
    Other
    $155,860
    Hours/week
    30 + 35 related

    Schedule J breakdown matched by us

    Base
    $0 + $578,962 related
    Bonus
    $0 + $192,518 related
    Other
    $0 + $97,451 related
    Deferred
    $0 + $110,418 related
    Nontaxable benefits
    $0 + $45,442 related
    Filer's total
    $0 + $1,024,791 related

  • Rochester Anderson Jr

    Chief HR Officer (EHC)

    Total calculated
    $815,123
    From this org
    $0
    From related orgs
    $692,345
    Other
    $122,778
    Hours/week
    30 + 36 related

    Schedule J breakdown matched by us

    Base
    $0 + $505,243 related
    Bonus
    $0 + $185,765 related
    Other
    $0 + $1,337 related
    Deferred
    $0 + $96,256 related
    Nontaxable benefits
    $0 + $26,522 related
    Filer's total
    $0 + $815,123 related

  • SHARON PAPPAS

    Chief Nursing Officer - EHC

    Total calculated
    $850,825
    From this org
    $0
    From related orgs
    $728,357
    Other
    $122,468
    Hours/week
    30 + 31 related

    Schedule J breakdown matched by us

    Base
    $0 + $493,755 related
    Bonus
    $0 + $150,294 related
    Other
    $0 + $84,308 related
    Deferred
    $0 + $94,644 related
    Nontaxable benefits
    $0 + $27,824 related
    Filer's total
    $0 + $850,825 related

  • VIKAS SUKHATME MD

    Dean, School of Medicine

    Total calculated
    $1,017,025
    From this org
    $727,090
    From related orgs
    $226,672
    Other
    $63,263
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $726,287 + $223,288 related
    Bonus
    $0
    Other
    $803 + $3,384 related
    Deferred
    $37,116
    Nontaxable benefits
    $6,701 + $19,446 related
    Filer's total
    $770,907 + $246,118 related

  • WILLIAM BORNSTEIN MD

    CMO & CQPSO (EHC)

    Total calculated
    $1,513,846
    From this org
    $0
    From related orgs
    $1,345,142
    Other
    $168,704
    Hours/week
    30 + 35 related

    Schedule J breakdown matched by us

    Base
    $0 + $756,251 related
    Bonus
    $0 + $458,888 related
    Other
    $0 + $130,003 related
    Deferred
    $0 + $137,879 related
    Nontaxable benefits
    $0 + $30,825 related
    Filer's total
    $0 + $1,513,846 related

  • FAIZ U AHMAD MD

    Physician

    Total calculated
    $2,645,406
    From this org
    $408,986
    From related orgs
    $2,159,669
    Other
    $76,751
    Hours/week
    0 + 60 related

    Schedule J breakdown matched by us

    Base
    $399,018 + $768,324 related
    Bonus
    $9,878 + $1,374,487 related
    Other
    $90 + $16,858 related
    Deferred
    $43,205
    Nontaxable benefits
    $87 + $33,459 related
    Filer's total
    $452,278 + $2,193,128 related

  • JOHN M RHEE MD

    Physician

    Total calculated
    $1,972,301
    From this org
    $52
    From related orgs
    $1,910,439
    Other
    $61,810
    Hours/week
    0 + 60 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,108,491 related
    Bonus
    $0 + $792,508 related
    Other
    $52 + $9,440 related
    Deferred
    $30,180
    Nontaxable benefits
    $125 + $31,505 related
    Filer's total
    $30,357 + $1,941,944 related

  • JOHN W XEROGEANES MD

    Physician

    Total calculated
    $2,815,586
    From this org
    $52
    From related orgs
    $2,752,485
    Other
    $63,049
    Hours/week
    0 + 60 related

    Schedule J breakdown matched by us

    Base
    $0 + $2,072,424 related
    Bonus
    $0 + $670,000 related
    Other
    $52 + $10,061 related
    Deferred
    $30,120
    Nontaxable benefits
    $124 + $32,805 related
    Filer's total
    $30,296 + $2,785,290 related

  • PAUL J CHAI MD

    Physician

    Total calculated
    $2,237,000
    From this org
    $0
    From related orgs
    $2,187,051
    Other
    $49,949
    Hours/week
    0 + 60 related

    Schedule J breakdown matched by us

    Base
    $0 + $2,000,680 related
    Bonus
    $0 + $186,354 related
    Other
    $0 + $17 related
    Deferred
    $0 + $29,700 related
    Nontaxable benefits
    $0 + $20,249 related
    Filer's total
    $0 + $2,237,000 related

  • SHERVIN OSKOUEI MD

    Physician

    Total calculated
    $2,373,462
    From this org
    $28
    From related orgs
    $2,310,594
    Other
    $62,840
    Hours/week
    0 + 60 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,841,154 related
    Bonus
    $0 + $460,000 related
    Other
    $28 + $9,440 related
    Deferred
    $30,166
    Nontaxable benefits
    $148 + $32,526 related
    Filer's total
    $30,342 + $2,343,120 related

  • CLAIRE STERK

    Former Officer

    Total calculated
    $408,025
    From this org
    $365,630
    From related orgs
    $0
    Other
    $42,395
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $365,630
    Bonus
    $0
    Other
    $0
    Deferred
    $29,700
    Nontaxable benefits
    $12,695
    Filer's total
    $408,025

  • DAVID STEPHENS MD

    Former Interim EVPHA

    Total calculated
    $1,188,775
    From this org
    $643,588
    From related orgs
    $504,785
    Other
    $40,402
    Hours/week
    40 + 25 related

    Schedule J breakdown matched by us

    Base
    $591,549 + $238,127 related
    Bonus
    $50,000 + $261,804 related
    Other
    $2,039 + $4,854 related
    Deferred
    $39,935
    Nontaxable benefits
    $149 + $318 related
    Filer's total
    $683,672 + $505,103 related

  • GREG ANDERSON

    Former Key Employee

    Total calculated
    $450,055
    From this org
    $337,014
    From related orgs
    $44,661
    Other
    $68,380
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $335,235
    Bonus
    $0 + $44,636 related
    Other
    $1,779 + $25 related
    Deferred
    $23,100
    Nontaxable benefits
    $43,006 + $2,274 related
    Filer's total
    $403,120 + $46,935 related

  • JAN LOVE

    Former Officer

    Total calculated
    $511,810
    From this org
    $468,065
    From related orgs
    $0
    Other
    $43,745
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $455,420
    Bonus
    $0
    Other
    $12,645
    Deferred
    $29,700
    Nontaxable benefits
    $14,045
    Filer's total
    $511,810

  • JONATHAN S LEWIN MD

    Former Officer

    Total calculated
    $2,022,985
    From this org
    $837,713
    From related orgs
    $875,074
    Other
    $310,198
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $837,317 + $841,498 related
    Bonus
    $0
    Other
    $396 + $33,576 related
    Deferred
    $295,199
    Nontaxable benefits
    $3,966 + $11,033 related
    Filer's total
    $1,136,878 + $886,107 related

  • LIZ DAUNT-SAMFORD

    Former Key Employee

    Total calculated
    $432,880
    From this org
    $339,798
    From related orgs
    $45,900
    Other
    $47,182
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $339,325
    Bonus
    $0 + $45,900 related
    Other
    $473
    Deferred
    $23,100
    Nontaxable benefits
    $4,704 + $19,378 related
    Filer's total
    $367,602 + $65,278 related

  • PAUL P MARTHERS

    Former Officer

    Total calculated
    $463,968
    From this org
    $399,639
    From related orgs
    $0
    Other
    $64,329
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $399,639
    Bonus
    $0
    Other
    $0
    Deferred
    $29,700
    Nontaxable benefits
    $34,629
    Filer's total
    $463,968

  • SARA SHOCKLEY

    Former Key Employee

    Total calculated
    $403,862
    From this org
    $0
    From related orgs
    $364,574
    Other
    $39,288
    Hours/week
    20 + 20 related

    Schedule J breakdown matched by us

    Base
    $0 + $301,002 related
    Bonus
    $0 + $62,867 related
    Other
    $0 + $705 related
    Deferred
    $0 + $21,416 related
    Nontaxable benefits
    $0 + $17,872 related
    Filer's total
    $0 + $403,862 related

  • SHEILA SANDERS

    Former Key Employee

    Total calculated
    $360,540
    From this org
    $0
    From related orgs
    $343,137
    Other
    $17,403
    Hours/week
    30 + 30 related

    Schedule J breakdown matched by us

    Base
    $0 + $134,850 related
    Bonus
    $0 + $135,408 related
    Other
    $0 + $72,879 related
    Deferred
    $0 + $8,223 related
    Nontaxable benefits
    $0 + $9,180 related
    Filer's total
    $0 + $360,540 related

  • STEPHEN D SENCER

    Former Officer

    Total calculated
    $375,000
    From this org
    $0
    From related orgs
    $375,000
    Other
    $0
    Hours/week
    0 + 16 related

    Schedule J breakdown matched by us

    Base
    $0 + $375,000 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $375,000 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 1a · First-class or charter travel
  • 1a · Travel for companions
  • 1a · Tax indemnification and gross-up payments
  • 1a · Housing allowance or residence for personal use
  • 1a · Health or social club dues or initiation fees
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Form 990 of other organizations
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception
  • 9 · Followed the rebuttable-presumption procedure

Answered no

  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings

The filer's explanations (Part III)

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

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2023
Filed
11 July 2025
IRS schema version
2023v6.0
Source object
202511929349300211

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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