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Nonprofiteer
← UNIVERSITY OF ROCHESTER

Form 990 for tax year 2022

Filed by UNIVERSITY OF ROCHESTER.

Totals

Total revenue
$5,415,018,869
Total expenses
$5,337,555,405
Contributions and grants received
$460,415,153
Grants paid
$369,878,164
Program service revenue
$4,644,452,541
Investment income
$304,961,031
Other revenue
$5,190,144
Total assets, end of year
$7,560,789,144
Total liabilities, end of year
$3,091,158,629
Net assets or fund balances, end of year
$4,469,630,515
Program services expenses (Part IX)
$5,119,924,838
Management and general expenses
$173,238,727
Fundraising expenses
$44,391,840
Program service expenses (Part III)
$5,119,924,838

Program services were 95.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1a · Federated campaigns

    $410,302

  • 1c · Fundraising events

    $3,765,398

  • 1d · Related organizations

    $2,726,004

  • 1e · Government grants (contributions)

    $369,336,784

  • 1f · All other contributions, gifts and grants

    $84,176,665

  • 1g · Noncash contributions included above

    $8,753,238

  • 2a · Program service revenue: SERVICES OF HOSPITALS AND CLINICS (NET)

    total $3,443,072,999 · related or exempt $3,432,084,481 · unrelated business $10,988,518

  • 2b · Program service revenue: EDUCATIONAL ACTIVITIES

    total $965,084,411 · related or exempt $964,955,111 · unrelated business $129,300

  • 2c · Program service revenue: RESEARCH & OTHER CONTRACTS

    total $120,531,376 · related or exempt $120,531,376

  • 2d · Program service revenue: AUXILIARY ENTERPRISES

    total $115,763,755 · related or exempt $115,763,755

  • 3 · Investment income

    total $226,282,694 · unrelated business $6,371,386 · excluded $219,911,308

  • 4 · Income from investment of tax-exempt bond proceeds

    total $1,294,559 · excluded $1,294,559

  • 5 · Royalties

    total $2,723,964 · excluded $2,723,964

  • 6a · Gross rents

    real property $0 · personal property $0

  • 6b · Less rental expenses

    real property $0 · personal property $0

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 6d · Net rental income or loss

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 7a · Gross sales of assets other than inventory

    securities $1,134,162,463

  • 7b · Less cost or other basis and sales expenses

    securities $1,056,778,687

  • 7c · Gain or loss

    securities $77,383,776

  • 7d · Net gain or loss

    total $77,383,778 · unrelated business $3,145,681 · excluded $74,238,097

  • 8a · Fundraising events: gross income

    $3,365,758

  • 8a · Fundraising events: contributions included on line 1c

    $3,765,398

  • 8b · Fundraising events: direct expenses

    $1,430,175

  • 8c · Net income from fundraising events

    total $1,935,583 · excluded $1,935,583

  • 9a · Gaming: gross income

    $0

  • 9b · Gaming: direct expenses

    $0

  • 9c · Net income from gaming

    total $0

  • 10a · Gross sales of inventory

    $0

  • 10b · Cost of goods sold

    $0

  • 10c · Net income from sales of inventory

    total $0

  • 11a · Other revenue: MAG & CHAPEL FACILITY RENTAL

    total $519,503 · unrelated business $519,503

  • 11b · Other revenue: TRAVEL TOURS

    total $11,094 · unrelated business $11,094

  • 11e · Other revenue, total

    $530,597

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $0

  • 2 · Grants to domestic individuals

    total $369,878,164 · program services $369,878,164

  • 3 · Grants to foreign organizations and individuals

    total $0

  • 4 · Benefits paid to or for members

    total $0

  • 5 · Compensation of officers, directors and key employees

    total $17,115,067 · program services $12,399,440 · management and general $3,249,235 · fundraising $1,466,392

  • 6 · Compensation of disqualified persons

    total $3,027,592 · program services $3,027,592 · management and general $0 · fundraising $0

  • 7 · Other salaries and wages

    total $2,292,359,178 · program services $2,213,000,090 · management and general $55,972,576 · fundraising $23,386,512

  • 8 · Pension plan contributions

    total $145,606,877 · program services $137,949,733 · management and general $6,105,806 · fundraising $1,551,338

  • 9 · Other employee benefits

    total $334,314,147 · program services $314,298,486 · management and general $15,303,131 · fundraising $4,712,530

  • 10 · Payroll taxes

    total $148,690,530 · program services $140,871,223 · management and general $6,235,114 · fundraising $1,584,193

  • 11a · Fees: management

    total $28,985,861 · program services $28,985,861 · management and general $0 · fundraising $0

  • 11b · Fees: legal

    total $10,530,728 · program services $8,185,077 · management and general $2,336,295 · fundraising $9,356

  • 11c · Fees: accounting

    total $1,304,598 · program services $57,750 · management and general $1,246,848 · fundraising $0

  • 11d · Fees: lobbying

    total $322,000 · program services $322,000

  • 11e · Fees: professional fundraising services

    total $319,747 · fundraising $319,747

  • 11f · Fees: investment management

    total $954,576 · program services $0 · management and general $954,576 · fundraising $0

  • 11g · Fees: other

    total $296,331,308 · program services $292,990,756 · management and general $2,062,708 · fundraising $1,277,844

  • 12 · Advertising and promotion

    total $2,876,824 · program services $2,628,943 · management and general $29 · fundraising $247,852

  • 13 · Office expenses

    total $104,304,485 · program services $99,382,905 · management and general $2,671,086 · fundraising $2,250,494

  • 14 · Information technology

    total $65,503,848 · program services $64,532,729 · management and general $640,191 · fundraising $330,928

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $149,090,930 · program services $148,308,533 · management and general $781,475 · fundraising $922

  • 17 · Travel

    total $19,707,388 · program services $18,237,772 · management and general $213,175 · fundraising $1,256,441

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $18,830,998 · program services $18,274,896 · management and general $446,857 · fundraising $109,245

  • 20 · Interest

    total $44,371,926 · program services $33,631,251 · management and general $10,346,239 · fundraising $394,436

  • 21 · Payments to affiliates

    total $0

  • 22 · Depreciation, depletion and amortization

    total $220,271,257 · program services $199,608,812 · management and general $20,038,400 · fundraising $624,045

  • 23 · Insurance

    total $28,985,861 · program services $28,802,792 · management and general $183,069 · fundraising $0

  • 24a · Other expenses: MEDICAL SUPPLIES

    total $957,627,453 · program services $957,627,453 · management and general $0 · fundraising $0

  • 24b · Other expenses: OTHER EXPENSES

    total $76,244,062 · program services $26,922,580 · management and general $44,451,917 · fundraising $4,869,565

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $0 · end of year $0

  • 2 · Savings and temporary cash investments

    beginning of year $665,656,917 · end of year $608,218,024

  • 3 · Pledges and grants receivable

    beginning of year $165,308,548 · end of year $196,945,823

  • 4 · Accounts receivable

    beginning of year $469,058,918 · end of year $517,658,608

  • 5 · Loans and receivables from officers and key people

    beginning of year $7,580,214 · end of year $7,617,059

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 7 · Other notes and loans receivable

    beginning of year $8,457,431 · end of year $8,129,621

  • 8 · Inventories for sale or use

    beginning of year $65,179,453 · end of year $67,437,401

  • 9 · Prepaid expenses and deferred charges

    beginning of year $23,238,435 · end of year $23,788,255

  • 10a · Land, buildings and equipment: cost or other basis

    $5,279,814,036

  • 10b · Land, buildings and equipment: accumulated depreciation

    $3,145,733,276

  • 10c · Land, buildings and equipment, net

    beginning of year $1,973,293,062 · end of year $2,134,080,760

  • 11 · Investments: publicly traded securities

    beginning of year $822,173,969 · end of year $717,177,790

  • 12 · Investments: other securities

    beginning of year $2,892,298,806 · end of year $3,018,798,309

  • 13 · Investments: program-related

    beginning of year $0 · end of year $0

  • 14 · Intangible assets

    beginning of year $0 · end of year $0

  • 15 · Other assets

    beginning of year $257,603,055 · end of year $260,937,494

  • 17 · Accounts payable and accrued expenses

    beginning of year $612,496,222 · end of year $611,125,924

  • 18 · Grants payable

    beginning of year $0 · end of year $0

  • 19 · Deferred revenue

    beginning of year $81,665,341 · end of year $80,283,233

  • 20 · Tax-exempt bond liabilities

    beginning of year $1,062,404,083 · end of year $962,685,543

  • 21 · Escrow or custodial account liability

    beginning of year $0 · end of year $0

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $187,246,026 · end of year $265,213,258

  • 24 · Unsecured notes and loans payable

    beginning of year $198,490,228 · end of year $257,292,734

  • 25 · Other liabilities

    beginning of year $934,362,464 · end of year $914,557,937

  • 27 · Net assets without donor restrictions

    beginning of year $2,667,998,144 · end of year $2,760,154,686

  • 28 · Net assets with donor restrictions

    beginning of year $1,605,186,300 · end of year $1,709,475,829

Mission and programs · 2022

Mission

THE PROVISION OF HIGHER EDUCATION IN THE LIBERAL ARTS AND SCIENCES, MEDICINE AND DENTISTRY, NURSING AND MUSIC; RESEARCH; AND CHARITABLE PATIENT CARE SERVICES.

  • EDUCATIONAL ACTIVITIES - THE UNIVERSITY IS COMPRISED OF SIX SCHOOLS OFFERING PROGRAMS FROM UNDERGRADUATE TO POST-DOCTORAL DEGREES. THESE ARE THE SCHOOL OF ARTS AND SCIENCES, THE HAJIM SCHOOL OF ENGINEERING, THE WARNER SCHOOL OF EDUCATION AND HUMAN DEVELOPMENT, EASTMAN SCHOOL OF MUSIC, SIMON GRADUATE SCHOOL OF BUSINESS ADMINISTRATION, SCHOOL OF NURSING, AND SCHOOL OF MEDICINE AND DENTISTRY. THERE ARE ALSO A NUMBER OF IMPORTANT CENTERS OF ACADEMIC EXCELLENCE, FOR EXAMPLE, THE INSTITUTE OF OPTICS, THE LABORATORY FOR LASER ENERGETICS, THE WILMOT CANCER CENTER, AND THE FLAUM EYE INSTITUTE. THE FULL-TIME FACULTY OF THE SCHOOL OF MEDICINE AND DENTISTRY PROVIDE CLINICAL SERVICES AS PART OF THE ACADEMIC MEDICAL PROGRAM; THIS ACTIVITY OCCURS 100 PERCENT WITHIN THE MEDICAL SCHOOL AND IS INTERNALLY ORGANIZED AND SUPERVISED AS URMFG OR UNIVERSITY OF ROCHESTER MEDICAL FACULTY GROUP. THERE ARE 1,526 FULL-TIME TENURED FACULTY MEMBERS AND 12,160 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.

    Expenses $826,867,544 · Grants $369,878,164 · Revenue $965,084,411

  • 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 2022-2023 FISCAL YEAR, THERE WERE 5,001 GRANTS AND CONTRACTS IN EFFECT THAT TOTALED $476,360,500 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.

    Expenses $367,909,852 · Revenue $488,263,659

  • SERVICES OF HOSPITAL AND CLINICS- THE UNIVERSITY OF ROCHESTER (THE "UNIVERSITY") PROVIDES HEALTH CARE SERVICES TO THE GREATER ROCHESTER AND FINGER LAKES AREA THROUGH STRONG MEMORIAL HOSPITAL, STRONG HOME CARE GROUP, THE VARIOUS ENTITIES INCLUDED IN STRONG PARTNERS HEALTH SYSTEM, INC. (SPHS), F.F. THOMPSON HEALTH SYSTEM, INC., LIVINGSTON HEALTH CARE SYSTEM, INC., THE MEMORIAL HOSPITAL OF WILLIAM F. AND GERTRUDE F. JONES, INC. AND ST. JAMES HOSPITAL. TO SUPPORT THE TEACHING AND RESEARCH MISSIONS OF ITS SCHOOL OF MEDICINE AND DENTISTRY AND ITS SCHOOL OF NURSING, THE UNIVERSITY OF ROCHESTER OPERATES STRONG MEMORIAL HOSPITAL, A TERTIARY CARE TEACHING HOSPITAL, WHICH INCLUDES THE GOLISANO CHILDREN'S HOSPITAL. STRONG MEMORIAL HOSPITAL, GOLISANO CHILDREN'S HOSPITAL, AND THE UNIVERSITY OF ROCHESTER MEDICAL FACULTY GROUP OPERATE AS UNINCORPORATED DIVISIONS OF THE UNIVERSITY OF ROCHESTER. STRONG MEMORIAL HOSPITAL PROVIDES HEALTH CARE SERVICES THROUGH ITS INPATIENT, OUTPATIENT AND EMERGENCY FACILITIES. THE MEDICAL STAFF OF THE HOSPITAL IS THE FACULTY OF THE SCHOOL OF MEDICINE AND DENTISTRY. THE ACADEMIC DEPARTMENT CHAIRS ALSO FUNCTION AS THE DEPARTMENT HEADS OF THE MEDICAL SERVICES IN THE HOSPITAL. THERE ARE EXTENSIVE INTERN AND RESIDENT PROGRAMS. THE HOSPITAL PROVIDES CARE REGARDLESS OF THE PATIENT'S ABILITY TO PAY FOR SERVICES. DURING THE 2022-2023 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.

    Expenses $3,794,264,598 · Revenue $3,064,204,556

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Steven I Goldstein

    PRES/CEO SMH & HH,SRVP URMC

    Total calculated
    $3,516,221
    From this org
    $3,306,548
    From related orgs
    $0
    Other
    $209,673
    Hours/week
    55 + 16 related

    Schedule J breakdown matched by us

    Base
    $1,509,251
    Bonus
    $0
    Other
    $1,797,297
    Deferred
    $188,712
    Nontaxable benefits
    $20,961
    Filer's total
    $3,516,221

  • Michael D Maloney MD

    PROFESSOR-ORTHOPAEDICS M&D

    Total calculated
    $2,826,174
    From this org
    $2,763,982
    From related orgs
    $0
    Other
    $62,192
    Hours/week
    86

    Schedule J breakdown matched by us

    Base
    $1,922,482
    Bonus
    $821,000
    Other
    $20,500
    Deferred
    $29,312
    Nontaxable benefits
    $32,880
    Filer's total
    $2,826,174

  • Tarun Bhalla MD

    ASSOC PROF NEUROSURGERY

    Total calculated
    $2,412,676
    From this org
    $2,347,373
    From related orgs
    $0
    Other
    $65,303
    Hours/week
    85

    Schedule J breakdown matched by us

    Base
    $1,939,622
    Bonus
    $387,251
    Other
    $20,500
    Deferred
    $29,312
    Nontaxable benefits
    $35,991
    Filer's total
    $2,412,676

  • George M Alfieris MD

    PROFESSOR-CARDIAC SURGERY M&D

    Total calculated
    $2,039,629
    From this org
    $1,690,108
    From related orgs
    $0
    Other
    $349,521
    Hours/week
    85

    Schedule J breakdown matched by us

    Base
    $1,669,608
    Bonus
    $0
    Other
    $20,500
    Deferred
    $329,312
    Nontaxable benefits
    $20,209
    Filer's total
    $2,039,629

  • Mark B Taubman MD

    SRVP HEALTH,CEO URMC, DEAN SMD

    Total calculated
    $1,960,405
    From this org
    $1,783,432
    From related orgs
    $0
    Other
    $176,973
    Hours/week
    68 + 7 related

    Schedule J breakdown matched by us

    Base
    $1,744,544
    Bonus
    $0
    Other
    $38,888
    Deferred
    $156,577
    Nontaxable benefits
    $20,396
    Filer's total
    $1,960,405

  • Robert Molinari MD

    PROFESSOR-ORTHOPAEDICS

    Total calculated
    $1,899,839
    From this org
    $1,835,249
    From related orgs
    $0
    Other
    $64,590
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $234,337
    Bonus
    $134,530
    Other
    $1,466,382
    Deferred
    $29,312
    Nontaxable benefits
    $35,278
    Filer's total
    $1,899,839

  • Ilya Voloshin MD

    PROFESSOR-ORTHOPAEDICS M&D

    Total calculated
    $1,768,503
    From this org
    $1,710,415
    From related orgs
    $0
    Other
    $58,088
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $1,567,234
    Bonus
    $122,681
    Other
    $20,500
    Deferred
    $29,312
    Nontaxable benefits
    $28,776
    Filer's total
    $1,768,503

  • Michael F Rotondo MD

    CEO URMFG, SR VP URMC

    Total calculated
    $1,406,840
    From this org
    $1,298,990
    From related orgs
    $0
    Other
    $107,850
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $1,266,945
    Bonus
    $0
    Other
    $32,045
    Deferred
    $104,312
    Nontaxable benefits
    $3,538
    Filer's total
    $1,406,840

  • Sarah C Mangelsdorf

    TRUSTEE,PRES & CEO

    Total calculated
    $1,182,206
    From this org
    $1,038,989
    From related orgs
    $0
    Other
    $143,217
    Hours/week
    80 + 0.5 related

    Schedule J breakdown matched by us

    Base
    $1,018,489
    Bonus
    $0
    Other
    $20,500
    Deferred
    $29,312
    Nontaxable benefits
    $113,905
    Filer's total
    $1,182,206

  • Kathleen Parrinello

    COO SMH, EXEC VP SMH

    Total calculated
    $1,031,924
    From this org
    $879,596
    From related orgs
    $0
    Other
    $152,328
    Hours/week
    65 + 4 related

    Schedule J breakdown matched by us

    Base
    $798,001
    Bonus
    $0
    Other
    $81,595
    Deferred
    $129,312
    Nontaxable benefits
    $23,016
    Filer's total
    $1,031,924

  • Douglas W Phillips

    SRVP & CHIEF INVESTMENT OFCR

    Total calculated
    $960,040
    From this org
    $904,476
    From related orgs
    $0
    Other
    $55,564
    Hours/week
    62

    Schedule J breakdown matched by us

    Base
    $883,976
    Bonus
    $0
    Other
    $20,500
    Deferred
    $29,312
    Nontaxable benefits
    $26,252
    Filer's total
    $960,040

  • Adam P Anolik

    CFO URMC

    Total calculated
    $950,030
    From this org
    $790,685
    From related orgs
    $0
    Other
    $159,345
    Hours/week
    55 + 9 related

    Schedule J breakdown matched by us

    Base
    $777,736
    Bonus
    $0
    Other
    $12,949
    Deferred
    $129,312
    Nontaxable benefits
    $30,033
    Filer's total
    $950,030

  • Michael J Apostolakos MD

    CMO,SMH & HH, VP URMC

    Total calculated
    $809,047
    From this org
    $701,264
    From related orgs
    $0
    Other
    $107,783
    Hours/week
    55 + 9 related

    Schedule J breakdown matched by us

    Base
    $678,734
    Bonus
    $0
    Other
    $22,530
    Deferred
    $79,312
    Nontaxable benefits
    $28,471
    Filer's total
    $809,047

  • Thomas J Farrell

    SRVP & CHIEF ADVANCEMENT OFCR

    Total calculated
    $776,808
    From this org
    $713,660
    From related orgs
    $0
    Other
    $63,148
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $688,176
    Bonus
    $0
    Other
    $25,484
    Deferred
    $29,312
    Nontaxable benefits
    $33,836
    Filer's total
    $776,808

  • Elizabeth A Milavec

    EVP ADM&FIN,CFO,TRSR(EFF 8/22)

    Total calculated
    $723,441
    From this org
    $639,731
    From related orgs
    $0
    Other
    $83,710
    Hours/week
    65

    Schedule J breakdown matched by us

    Base
    $548,881
    Bonus
    $75,000
    Other
    $15,850
    Deferred
    $37,083
    Nontaxable benefits
    $46,627
    Filer's total
    $723,441

  • Peter G Robinson

    VP GOV'T & COMM REL, URMC

    Total calculated
    $671,712
    From this org
    $495,130
    From related orgs
    $0
    Other
    $176,582
    Hours/week
    55 + 5 related

    Schedule J breakdown matched by us

    Base
    $445,437
    Bonus
    $0
    Other
    $49,693
    Deferred
    $89,714
    Nontaxable benefits
    $86,868
    Filer's total
    $671,712

  • Donna Gooden Payne

    VP AND GENERAL COUNSEL

    Total calculated
    $664,040
    From this org
    $606,721
    From related orgs
    $0
    Other
    $57,319
    Hours/week
    60 + 2 related

    Schedule J breakdown matched by us

    Base
    $586,221
    Bonus
    not reported
    Other
    $20,500
    Deferred
    $29,312
    Nontaxable benefits
    $28,007
    Filer's total
    $664,040

  • Stephen Dewhurst

    VP FOR RESEARCH (EFF 6/23)

    Total calculated
    $611,591
    From this org
    $556,483
    From related orgs
    $0
    Other
    $55,108
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $534,047
    Bonus
    $0
    Other
    $22,436
    Deferred
    $39,603
    Nontaxable benefits
    $15,505
    Filer's total
    $611,591

  • Carrie P Fuller-Spencer

    CFO SMH,HH,LTC&ASSOC VP URMC

    Total calculated
    $609,115
    From this org
    $518,856
    From related orgs
    $0
    Other
    $90,259
    Hours/week
    55 + 9 related

    Schedule J breakdown matched by us

    Base
    $517,401
    Bonus
    $0
    Other
    $1,455
    Deferred
    $57,822
    Nontaxable benefits
    $32,437
    Filer's total
    $609,115

  • Robert L Clark

    PROF, FRMR PROVOST,SVP RESRCH

    Total calculated
    $600,246
    From this org
    $577,048
    From related orgs
    $0
    Other
    $23,198
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $577,048
    Bonus
    $0
    Other
    $0
    Deferred
    $21,914
    Nontaxable benefits
    $1,284
    Filer's total
    $600,246

  • Kathleen Gallucci

    VP & CHIEF HR OFFICER

    Total calculated
    $541,271
    From this org
    $458,575
    From related orgs
    $0
    Other
    $82,696
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $419,680
    Bonus
    $25,000
    Other
    $13,895
    Deferred
    $57,074
    Nontaxable benefits
    $25,622
    Filer's total
    $541,271

  • David Figlio

    PROVOST (EFF 7/22)

    Total calculated
    $516,530
    From this org
    $425,480
    From related orgs
    $0
    Other
    $91,050
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $310,045
    Bonus
    $75,000
    Other
    $40,435
    Deferred
    $29,312
    Nontaxable benefits
    $61,738
    Filer's total
    $516,530

  • Sarah E Peyre

    DEAN WARNER, FRMR INTERIM PROV

    Total calculated
    $488,898
    From this org
    $438,748
    From related orgs
    $0
    Other
    $50,150
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $418,123
    Bonus
    $0
    Other
    $20,625
    Deferred
    $20,544
    Nontaxable benefits
    $29,606
    Filer's total
    $488,898

  • Elizabeth Stauderman

    VP FOR COMMS(THRU 12/22)

    Total calculated
    $398,293
    From this org
    $358,243
    From related orgs
    $0
    Other
    $40,050
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $358,243
    Bonus
    $0
    Other
    $0
    Deferred
    $28,313
    Nontaxable benefits
    $11,737
    Filer's total
    $398,293

  • Adrienne Morgan

    INTERIM VP EQ & INC (EFF 8/22)

    Total calculated
    $397,635
    From this org
    $341,428
    From related orgs
    $0
    Other
    $56,207
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $341,428
    Bonus
    $0
    Other
    $0
    Deferred
    $30,691
    Nontaxable benefits
    $25,516
    Filer's total
    $397,635

  • Anthony Green

    VP ACAD FIN&PLNG,FRMR BD SECY

    Total calculated
    $324,031
    From this org
    $266,088
    From related orgs
    $0
    Other
    $57,943
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $265,838
    Bonus
    $0
    Other
    $250
    Deferred
    $26,687
    Nontaxable benefits
    $31,256
    Filer's total
    $324,031

  • Jack S Bailey

    SECY TO BOARD TRUSTEES

    Total calculated
    $302,046
    From this org
    $274,357
    From related orgs
    $0
    Other
    $27,689
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $274,357
    Bonus
    $0
    Other
    $0
    Deferred
    $16,650
    Nontaxable benefits
    $11,039
    Filer's total
    $302,046

  • Erin Kane

    INTERIM VP FOR COMM(EFF 11/22)

    Total calculated
    $289,973
    From this org
    $231,308
    From related orgs
    $0
    Other
    $58,665
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $231,308
    Bonus
    $0
    Other
    $0
    Deferred
    $23,023
    Nontaxable benefits
    $35,642
    Filer's total
    $289,973

  • Richard Feldman

    PROFESSOR,FRMR INTERIM PRES

    Total calculated
    $252,848
    From this org
    $211,630
    From related orgs
    $0
    Other
    $41,218
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $191,130
    Bonus
    $0
    Other
    $20,500
    Deferred
    $20,318
    Nontaxable benefits
    $20,900
    Filer's total
    $252,848

  • Joel S Seligman

    PRESIDENT EMERITUS & PROFESSOR

    Total calculated
    $251,404
    From this org
    $240,397
    From related orgs
    $0
    Other
    $11,007
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $230,147
    Bonus
    $0
    Other
    $10,250
    Deferred
    $0
    Nontaxable benefits
    $11,007
    Filer's total
    $251,404

  • Mercedes Ramirez Fernandez

    VP EQ, INCL, CDO (THRU 8/22)

    Total calculated
    $250,634
    From this org
    $235,315
    From related orgs
    $0
    Other
    $15,319
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $203,969
    Bonus
    $0
    Other
    $31,346
    Deferred
    $0
    Nontaxable benefits
    $15,319
    Filer's total
    $250,634

  • David Roy Greenbaum

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Joseph W Abrams

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Joan S Beal

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Jay S Benet

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Naomi M Bergman

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Stephen R Biggar MD PhD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Pramit Shashikany Jhaveri

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • H Christopher Boehning

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • John H Bruning

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Elizabeth P Bruno

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Barbara J Burger

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Carol John A Davidson

    TRUSTEE (UNTIL 5/23)

    Total calculated
    $0
    Hours/week
    2

  • Bernard T Ferrari MD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Emerson U Fullwood

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Gwen Meltzer Greene

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Richard B Handler

    TRUSTEE (CHAIR)

    Total calculated
    $0
    Hours/week
    2

  • Carol D Karp

    TRUSTEE (VICE CHAIR)

    Total calculated
    $0
    Hours/week
    2

  • Robert J Keegan

    TRUSTEE (UNTIL 5/23)

    Total calculated
    $0
    Hours/week
    2

  • Laurence Kessler

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Evans Y Lam

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Edward D Miller MD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Cathy E Minehan

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Naveen Nataraj

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Quincy L Allen

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Lizette M Perez-Deisboeck

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Thomas S Richards

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Martin Sanders

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Juan C Jones

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Kathy N Waller

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Elizabeth Ward

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Daniel R Wegman

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Timothy C Wentworth

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Thomas C Wilmot Sr

    TRUSTEE (UNTIL 5/23)

    Total calculated
    $0
    Hours/week
    2

  • Alan S Zekelman

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Steven K Grinspoon MD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Curtis J Johnson

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Mary-Frances Winters

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Elizabeth Leight

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Amy Lesch

    TRUSTEE (AS OF 05/2023)

    Total calculated
    $0
    Hours/week
    2

  • Judith Reinsdorf

    TRUSTEE (AS OF 05/2023)

    Total calculated
    $0
    Hours/week
    2

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, and on a Form 990-PF Part VIII's — 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 · Housing allowance or residence for personal use
  • 1a · Health or social club dues or initiation fees
  • 1a · Personal services (maid, chauffeur, chef)
  • 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 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 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

  • 4a · Severance or change-of-control payment
  • 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
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. ONE OFFICER WAS PROVIDED A SOCIAL CLUB MEMBERSHIP BY THE UNIVERSITY AND HAD TAXABLE COMPENSATION ASSOCIATED WITH THEIR PERSONAL USE OF THE CLUB. --------------------
SCHEDULE J, PART I, LINE 4B
PARTICIPATION IN A SUPP. NONQUALIFIED PLAN THE FOLLOWING INDIVIDUALS LISTED ON FORM 990, PART VII, SECTION A PARTICIPATED IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN AND RECEIVED EMPLOYER PAID AMOUNTS THAT ARE INCLUDED IN DEFERRED COMPENSATION: ADAM P. ANOLIK - SERP - $100,000 MICHAEL J. APOSTOLAKOS - SERP - $50,000 CARRIE P. FULLER SPENCER - SERP - $25,000 KATHLEEN GALLUCCI - SERP - $25,700 STEVEN I. GOLDSTEIN - SERP - $159,400 KATHLEEN PARRINELLO - SERP - $100,000 PETER G. ROBINSON - SERP - $61,500 MICHAEL ROTONDO - SERP - $75,000 MARK TAUBMAN - SERP - $127,265 GEORGE M. ALFIERIS - 457(F) - $300,000 STEPHEN DEWHURST - SERP - $11,000 PURSUANT TO THE UNIVERSITY'S IRC SECTION 457(F) SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN, PARTICIPANTS ARE ENTITLED TO DISTRIBUTIONS FROM THE PLAN UPON THE OCCURRENCE OF CERTAIN VESTING EVENTS. THE FOLLOWING INDIVIDUAL MET THE VESTING CONDITIONS UNDER THE PLAN AND RECEIVED DISTRIBUTIONS IN CALENDAR YEAR 2022, WHICH ARE REPORTED IN SCHEDULE J, PART II, COLUMN (B)(III) AS OTHER REPORTABLE COMPENSATION: - STEVEN I. GOLDSTEIN - 457(F) - $1,701,400 - ROBERT MOLINARI - 457(F) - $1,445,882 - KATHLEEN PARRINELLO - 457(F) - $32,037 THIS AMOUNT REPRESENTS EMPLOYER PAID AMOUNTS, PLUS OR MINUS INVESTMENT EARNINGS/LOSSES, OVER SEVERAL YEARS THAT VESTED AND WERE PAID PURSUANT TO THE REQUIREMENTS OF THE PLAN. TO THE EXTENT THAT THESE AMOUNTS WERE REPORTED AS DEFERRED COMPENSATION IN SCHEDULE J, PART II, COLUMN (C) IN PRIOR YEAR FORM 990S, THE AMOUNT IS ALSO REFLECTED IN SCHEDULE J, PART II, COLUMN (F). --------------------
SCHEDULE J, PART I, LINE 7
PROVISION OF NON-FIXED PAYMENTS THE UNIVERSITY OF ROCHESTER MEDICAL SCHOOL COMPENSATION PLAN ALLOWS COMPENSATION TO BE CALCULATED, IN PART, BY MEDICAL SERVICES RENDERED. THE UNIVERSITY OF ROCHESTER DOES NOT PROVIDE DISCRETIONARY BONUS AND/OR INCENTIVE COMPENSATION. PAYMENTS MADE TO ANY DISQUALIFIED PERSON ARE APPROVED BY THE BOARD THROUGH THE PROCESS DESCRIBED IN FORM 990, PART VI, SECTION B, LINE 15. --------------------

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

No itemized grants to organizations on this return.

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.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • EXCELL INNOVATE NY FUND LP

    INVESTMENT FU · NY

    Directly controlled by ETV INC

  • EXCELL MINORITY AND WOMEN OWNED BUSINESS

    INVESTMENT FU · NY

    Directly controlled by ETV INC

  • EXCELL PARTNERS INNOVATIVE TC FUND LP

    INVESTMENT FU · NY

    Directly controlled by ETV INC

  • FINGER LAKES VENTURE FUND LP

    INVESTMENT FU · NY

    Directly controlled by ETV INC

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • MEDICAL ADMINISTRATIVE ASSOCIATES INC

    C CORP · RETAIL PHARMA · NY · controlled entity

    Directly controlled by HIGHLD HOSP

  • UR EQUITY HOLDINGS INC

    C CORP · HOLDING COMPA · DE · 100% owned · share of income -$999 · share of assets $0 · controlled entity

    Directly controlled by UNIV OF ROCH

  • FFTH PROPERTIES AND SERVICES INC

    C CORP · HOLDING COMPA · NY · controlled entity

    Directly controlled by FFTHS INC

  • EXCELL TECHNOLOGY VENTURES INC

    C CORP · BIOTECH INCUB · NY · controlled entity

    Directly controlled by ROCH BIOVENTURE

  • ACCOUNTABLE HEALTH PARTNERS LLC

    C CORP · ACCT CARE NET · NY · 38% owned · share of income $10,643,160 · share of assets $8,477,351 · controlled entity

    Directly controlled by UNIV OF ROCH

  • CHARITABLE REMAINDER TRUSTS (31)

    TRUST · N/A · NY

    Directly controlled by NA

  • POOLED INCOME FUNDS (3)

    TRUST · N/A · NY

    Directly controlled by NA

  • IRC SECTION 4947(A)(1) TRUSTS (8)

    TRUST · N/A · NY

    Directly controlled by NA

  • ACCOUNTABLE HEALTH PARTNERS IPA LLC

    C CORP · INDEP PRACT A · NY · controlled entity

    Directly controlled by AHP LLC

  • AHP INSURANCE COMPANY

    C CORP · CAPTIVE INS C · VT · controlled entity

    Directly controlled by AHP LLC

  • LUMINATE VENTURE CHALLENGE CORP

    C CORP · BUSINESS INCU · NY · controlled entity

    Directly controlled by NEXTCORPS INC

  • HORNELL MEDICAL VILLAGE LLC

    C CORP · HOLD REAL EST · NY · controlled entity

    Directly controlled by ST JAMES

  • ROCHESTER BIOVENTURE CENTER INC

    C CORP · BIOTECH INCUB · NY · 100% owned · share of income $0 · share of assets $50,943 · controlled entity

    Directly controlled by UNIV OF ROCH

Provenance

Return type
form_990
Tax year
2022
Filed
15 May 2024
IRS schema version
2022v5.0
Source object
202411369349308096

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