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Nonprofiteer
← UNIVERSITY OF ROCHESTER

Form 990 for tax year 2023

Filed by UNIVERSITY OF ROCHESTER.

Totals

Total revenue
$5,909,399,276
Total expenses
$5,793,073,154
Contributions and grants received
$491,656,138
Grants paid
$279,621,477
Program services expenses (Part IX)
$5,579,296,911
Management and general expenses
$164,165,812
Fundraising expenses
$49,610,431
Program service expenses (Part III)
$5,579,296,911

Program services were 96.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • MICHAEL D MALONEY MD

    PROFESSOR-ORTHOPAEDICS M&D

    Total calculated
    $3,543,571
    From this org
    $3,476,592
    From related orgs
    $0
    Other
    $66,979
    Hours/week
    86

    Schedule J breakdown matched by us

    Base
    $1,922,392
    Bonus
    $1,531,400
    Other
    $22,800
    Deferred
    $31,937
    Nontaxable benefits
    $35,042
    Filer's total
    $3,543,571

  • GEORGE M ALFIERIS MD

    PROFESSOR-CARDIAC SURGERY M&D

    Total calculated
    $3,214,716
    From this org
    $2,867,020
    From related orgs
    $0
    Other
    $347,696
    Hours/week
    85

    Schedule J breakdown matched by us

    Base
    $2,844,520
    Bonus
    $0
    Other
    $22,500
    Deferred
    $331,937
    Nontaxable benefits
    $15,759
    Filer's total
    $3,214,716

  • TARUN BHALLA MD

    ASSOC PROF NEUROSURGERY

    Total calculated
    $2,548,070
    From this org
    $2,477,633
    From related orgs
    $0
    Other
    $70,437
    Hours/week
    85

    Schedule J breakdown matched by us

    Base
    $1,930,133
    Bonus
    $525,000
    Other
    $22,500
    Deferred
    $31,937
    Nontaxable benefits
    $38,500
    Filer's total
    $2,548,070

  • MARK B TAUBMAN MD

    SRVP HEALTH,CEO URMC, DEAN SMD

    Total calculated
    $2,058,900
    From this org
    $1,879,642
    From related orgs
    $0
    Other
    $179,258
    Hours/week
    68 + 7 related

    Schedule J breakdown matched by us

    Base
    $1,787,002
    Bonus
    $0
    Other
    $92,640
    Deferred
    $157,503
    Nontaxable benefits
    $21,755
    Filer's total
    $2,058,900

  • MATTHEW T BENDER MD

    PROFESSOR-ORTHOPAEDICS

    Total calculated
    $2,033,543
    From this org
    $1,963,828
    From related orgs
    $0
    Other
    $69,715
    Hours/week
    80

    Schedule J breakdown matched by us

    Base
    $1,020,775
    Bonus
    $943,053
    Other
    $0
    Deferred
    $31,937
    Nontaxable benefits
    $37,778
    Filer's total
    $2,033,543

  • STEVEN I GOLDSTEIN

    PRES/CEO SMH & HH,SRVP URMC

    Total calculated
    $1,848,105
    From this org
    $1,633,548
    From related orgs
    $0
    Other
    $214,557
    Hours/week
    55 + 16 related

    Schedule J breakdown matched by us

    Base
    $1,528,811
    Bonus
    $0
    Other
    $104,737
    Deferred
    $191,337
    Nontaxable benefits
    $23,220
    Filer's total
    $1,848,105

  • ILYA VOLOSHIN MD

    PROFESSOR-ORTHOPAEDICS M&D

    Total calculated
    $1,742,012
    From this org
    $1,678,619
    From related orgs
    $0
    Other
    $63,393
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $1,564,608
    Bonus
    $91,211
    Other
    $22,800
    Deferred
    $31,937
    Nontaxable benefits
    $31,456
    Filer's total
    $1,742,012

  • DAVID LINEHAN

    SVP,DEAN,CEO MED CTR(EFF 2/24)

    Total calculated
    $1,727,694
    From this org
    $1,637,447
    From related orgs
    $0
    Other
    $90,247
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $1,122,677
    Bonus
    $487,319
    Other
    $27,451
    Deferred
    $54,237
    Nontaxable benefits
    $36,010
    Filer's total
    $1,727,694

  • MICHAEL F ROTONDO MD

    CEO URMFG, SR VP URMC

    Total calculated
    $1,431,838
    From this org
    $1,321,658
    From related orgs
    $0
    Other
    $110,180
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $1,283,983
    Bonus
    $0
    Other
    $37,675
    Deferred
    $106,937
    Nontaxable benefits
    $3,243
    Filer's total
    $1,431,838

  • SARAH C MANGELSDORF

    TRUSTEE,PRES & CEO

    Total calculated
    $1,324,401
    From this org
    $1,173,216
    From related orgs
    $0
    Other
    $151,185
    Hours/week
    80 + 0.5 related

    Schedule J breakdown matched by us

    Base
    $1,150,716
    Bonus
    $0
    Other
    $22,500
    Deferred
    $31,937
    Nontaxable benefits
    $119,248
    Filer's total
    $1,324,401

  • DOUGLAS W PHILLIPS

    SRVP & CHIEF INVESTMENT OFCR

    Total calculated
    $1,065,829
    From this org
    $1,005,853
    From related orgs
    $0
    Other
    $59,976
    Hours/week
    62

    Schedule J breakdown matched by us

    Base
    $983,353
    Bonus
    $0
    Other
    $22,500
    Deferred
    $31,937
    Nontaxable benefits
    $28,039
    Filer's total
    $1,065,829

  • KATHLEEN PARRINELLO

    COO SMH, EXEC VP SMH

    Total calculated
    $1,012,211
    From this org
    $865,486
    From related orgs
    $0
    Other
    $146,725
    Hours/week
    65 + 4 related

    Schedule J breakdown matched by us

    Base
    $809,139
    Bonus
    $0
    Other
    $56,347
    Deferred
    $131,937
    Nontaxable benefits
    $14,788
    Filer's total
    $1,012,211

  • ADAM P ANOLIK

    CFO URMC

    Total calculated
    $979,035
    From this org
    $820,514
    From related orgs
    $0
    Other
    $158,521
    Hours/week
    55 + 9 related

    Schedule J breakdown matched by us

    Base
    $802,045
    Bonus
    $0
    Other
    $18,469
    Deferred
    $131,937
    Nontaxable benefits
    $26,584
    Filer's total
    $979,035

  • MICHAEL J APOSTOLAKOS MD

    CMO,SMH & HH, VP URMC

    Total calculated
    $833,550
    From this org
    $721,333
    From related orgs
    $0
    Other
    $112,217
    Hours/week
    55 + 9 related

    Schedule J breakdown matched by us

    Base
    $693,444
    Bonus
    $0
    Other
    $27,889
    Deferred
    $81,937
    Nontaxable benefits
    $30,280
    Filer's total
    $833,550

  • DAVID FIGLIO

    PROVOST

    Total calculated
    $819,942
    From this org
    $677,066
    From related orgs
    $0
    Other
    $142,876
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $677,066
    Bonus
    $0
    Other
    $0
    Deferred
    $31,937
    Nontaxable benefits
    $110,939
    Filer's total
    $819,942

  • THOMAS J FARRELL

    SRVP & CHIEF ADVANCEMENT OFCR

    Total calculated
    $802,185
    From this org
    $734,008
    From related orgs
    $0
    Other
    $68,177
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $706,918
    Bonus
    $0
    Other
    $27,090
    Deferred
    $31,937
    Nontaxable benefits
    $36,240
    Filer's total
    $802,185

  • ELIZABETH A MILAVEC

    EVP ADM&FIN,CFO,TRSR

    Total calculated
    $769,196
    From this org
    $702,564
    From related orgs
    $0
    Other
    $66,632
    Hours/week
    65

    Schedule J breakdown matched by us

    Base
    $702,439
    Bonus
    $0
    Other
    $125
    Deferred
    $31,937
    Nontaxable benefits
    $34,695
    Filer's total
    $769,196

  • DONNA GOODEN PAYNE

    VP AND GENERAL COUNSEL

    Total calculated
    $720,869
    From this org
    $659,123
    From related orgs
    $0
    Other
    $61,746
    Hours/week
    60 + 2 related

    Schedule J breakdown matched by us

    Base
    $636,623
    Bonus
    $0
    Other
    $22,500
    Deferred
    $31,937
    Nontaxable benefits
    $29,809
    Filer's total
    $720,869

  • CARRIE P FULLER-SPENCER

    CFO SMH,HH,LTC&ASSOC VP URMC

    Total calculated
    $673,582
    From this org
    $582,619
    From related orgs
    $0
    Other
    $90,963
    Hours/week
    55 + 9 related

    Schedule J breakdown matched by us

    Base
    $579,573
    Bonus
    $0
    Other
    $3,046
    Deferred
    $55,837
    Nontaxable benefits
    $35,126
    Filer's total
    $673,582

  • STEPHEN DEWHURST

    VP FOR RESEARCH

    Total calculated
    $649,758
    From this org
    $585,662
    From related orgs
    $0
    Other
    $64,096
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $560,682
    Bonus
    $0
    Other
    $24,980
    Deferred
    $42,753
    Nontaxable benefits
    $21,343
    Filer's total
    $649,758

  • PETER G ROBINSON

    VP GOV'T & COMM REL, URMC

    Total calculated
    $634,869
    From this org
    $506,610
    From related orgs
    $0
    Other
    $128,259
    Hours/week
    55 + 5 related

    Schedule J breakdown matched by us

    Base
    $452,068
    Bonus
    $0
    Other
    $54,542
    Deferred
    $91,323
    Nontaxable benefits
    $36,936
    Filer's total
    $634,869

  • KATHLEEN GALLUCCI

    VP & CHIEF HR OFFICER

    Total calculated
    $555,342
    From this org
    $472,494
    From related orgs
    $0
    Other
    $82,848
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $431,251
    Bonus
    $25,000
    Other
    $16,243
    Deferred
    $55,717
    Nontaxable benefits
    $27,131
    Filer's total
    $555,342

  • ROBERT L CLARK

    PROF, FRMR PROVOST,SVP RESRCH

    Total calculated
    $507,150
    From this org
    $476,132
    From related orgs
    $0
    Other
    $31,018
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $476,132
    Bonus
    $0
    Other
    $0
    Deferred
    $30,051
    Nontaxable benefits
    $967
    Filer's total
    $507,150

  • JULIE MYERS

    VP FOR IT AND CIO

    Total calculated
    $504,169
    From this org
    $423,571
    From related orgs
    $0
    Other
    $80,598
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $401,071
    Bonus
    $0
    Other
    $22,500
    Deferred
    $52,500
    Nontaxable benefits
    $28,098
    Filer's total
    $504,169

  • ADRIENNE MORGAN

    VP, VICE DEAN, ASSOC PROF

    Total calculated
    $444,077
    From this org
    $384,109
    From related orgs
    $0
    Other
    $59,968
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $384,109
    Bonus
    $0
    Other
    $0
    Deferred
    $31,599
    Nontaxable benefits
    $28,369
    Filer's total
    $444,077

  • SARAH E PEYRE

    DEAN WARNER, FRMR INTERIM PROV

    Total calculated
    $427,932
    From this org
    $366,001
    From related orgs
    $0
    Other
    $61,931
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $343,501
    Bonus
    $0
    Other
    $22,500
    Deferred
    $29,902
    Nontaxable benefits
    $32,029
    Filer's total
    $427,932

  • ELIZABETH STAUDERMAN

    FRMR VP FOR COMMS

    Total calculated
    $419,706
    From this org
    $415,981
    From related orgs
    $0
    Other
    $3,725
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $415,981
    Deferred
    $3,725
    Nontaxable benefits
    $0
    Filer's total
    $419,706

  • SHAUN NELMS

    VP FOR COMM PSHIPS&SP ADVISOR

    Total calculated
    $380,504
    From this org
    $327,167
    From related orgs
    $0
    Other
    $53,337
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $226,359
    Bonus
    $0
    Other
    $100,808
    Deferred
    $45,000
    Nontaxable benefits
    $8,337
    Filer's total
    $380,504

  • ERIN KANE

    INTERIM VP COMM(Until 9/23)

    Total calculated
    $353,392
    From this org
    $289,930
    From related orgs
    $0
    Other
    $63,462
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $289,930
    Bonus
    $0
    Other
    $0
    Deferred
    $29,259
    Nontaxable benefits
    $34,203
    Filer's total
    $353,392

  • ANTHONY GREEN

    VP ACAD FIN&PLNG,FRMR BD SECY

    Total calculated
    $350,544
    From this org
    $284,729
    From related orgs
    $0
    Other
    $65,815
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $284,729
    Bonus
    $0
    Other
    $0
    Deferred
    $29,049
    Nontaxable benefits
    $36,766
    Filer's total
    $350,544

  • JACK S BAILEY

    SECY TO BRD TRUST(until 10/23)

    Total calculated
    $321,812
    From this org
    $282,608
    From related orgs
    $0
    Other
    $39,204
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $272,608
    Bonus
    $10,000
    Other
    $0
    Deferred
    $27,474
    Nontaxable benefits
    $11,730
    Filer's total
    $321,812

  • PAGE HETZEL

    VP FOR MKTING&COMM (EFF 10/23)

    Total calculated
    $214,268
    From this org
    $200,671
    From related orgs
    $0
    Other
    $13,597
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $111,123
    Bonus
    $60,000
    Other
    $29,548
    Deferred
    $9,099
    Nontaxable benefits
    $4,498
    Filer's total
    $214,268

  • LEA NORDHAUS

    Secy board of trust(eff 10/23)

    Total calculated
    $181,026
    From this org
    $130,612
    From related orgs
    $0
    Other
    $50,414
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $130,612
    Bonus
    $0
    Other
    $0
    Deferred
    $12,417
    Nontaxable benefits
    $37,997
    Filer's total
    $181,026

  • RICHARD FELDMAN

    PROFESSOR,FRMR INTERIM PRES

    Total calculated
    $179,050
    From this org
    $144,182
    From related orgs
    $0
    Other
    $34,868
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $144,182
    Bonus
    $0
    Other
    $0
    Deferred
    $13,201
    Nontaxable benefits
    $21,667
    Filer's total
    $179,050

  • JOHN BLACKSHEAR

    VP FOR STUDENT LIFE (EFF 1/24)

    Total calculated
    $90,000
    From this org
    $90,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    55

  • 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 (Until 5/2024)

    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

  • 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

  • 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 (until 5/2024)

    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 (until 5/2024)

    Total calculated
    $0
    Hours/week
    2

  • TIMOTHY C WENTWORTH

    TRUSTEE

    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 (until 5/2024)

    Total calculated
    $0
    Hours/week
    2

  • ELIZABETH LEIGHT

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • AMY LESCH

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • JUDITH REINSDORF

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • DOUGLAS BENNETT

    TRUSTEE (AS OF 05/2024)

    Total calculated
    $0
    Hours/week
    2

  • RIA NOVA

    TRUSTEE (AS OF 05/2024)

    Total calculated
    $0
    Hours/week
    2

  • STEVEN F PIAKER

    TRUSTEE (AS OF 05/2024)

    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 — 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
  • 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
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 4A DETAIL OF SEVERANCE OR CHANGE-OF-CONTROL PAYMENT IN CONNECTION WITH THE TERMS OF HER RESIGNATION AS VP FOR COMMUNICATIONS, ELIZABETH STAUDERMAN RECEIVED A PAYMENT OF $380,500 IN CALENDAR YEAR 2023 THAT IS INCLUDED IN OTHER REPORTABLE COMPENSATION. --------------------
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 STEPHEN DEWHURST - SERP - $11,000 CARRIE P. FULLER SPENCER - SERP - $25,000 KATHLEEN GALLUCCI - SERP - $25,700 STEVEN I. GOLDSTEIN - SERP - $159,400 DAVID LINEHAN - SERP - $22,300 KATHLEEN PARRINELLO - SERP - $100,000 PETER G. ROBINSON - SERP - $61,500 MICHAEL ROTONDO - SERP - $75,000 MARK TAUBMAN - SERP - $125,566 GEORGE M. ALFIERIS - 457(F) - $300,000 --------------------
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. -------------------- SCHEDULE J, 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. --------------------

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.

Provenance

Return type
form_990
Tax year
2023
Filed
15 May 2025
IRS schema version
2023v6.0
Source object
202521359349317402

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

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