Form 990 for tax year 2022

Filed by EMORY UNIVERSITY.

Totals

Total revenue: $6,307,404,920
Total expenses: $6,019,904,381
Contributions and grants received: $1,128,660,675
Grants paid: $569,954,021
Program services expenses (Part IX): $5,611,465,271
Management and general expenses: $376,017,816
Fundraising expenses: $32,421,294
Program service expenses (Part III): $5,611,465,271

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

$2,245,851

From this org

$1,713,096

From related orgs

$0

Other

$532,755

Hours/week

80

Schedule J breakdown matched by us

Base

$1,298,936

Bonus

$286,200

Other

$127,960

Deferred

$433,850

Nontaxable benefits

$98,905

Filer's total

$2,245,851
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

1
CRYSTAL EDMONSON

Trustee

Total calculated

$0

Hours/week

2
CYNTHIA M SANBORN

Trustee

Total calculated

$0

Hours/week

3 + 1 related
DAVID GRAVES

Trustee

Total calculated

$0

Hours/week

1
DEBORAH A MARLOWE

Trustee

Total calculated

$0

Hours/week

1
E JENNER WOOD III

Trustee

Total calculated

$0

Hours/week

3
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 W 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 + 1 related
JOHN L LATHAM

Trustee

Total calculated

$0

Hours/week

1
JONATHAN K LAYNE

Trustee

Total calculated

$0

Hours/week

3
KATHELEN AMOS

Trustee

Total calculated

$0

Hours/week

2
KATHERINE T ROHRER

Trustee

Total calculated

$0

Hours/week

1
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

1
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
ROSA TARBUTTON SUMTER

Trustee

Total calculated

$0

Hours/week

1
SARAH B BROWN

Trustee

Total calculated

$0

Hours/week

2
SHANTELLA CARR COOPER

Trustee

Total calculated

$0

Hours/week

3
STEVEN H LIPSTEIN

Trustee

Total calculated

$0

Hours/week

1
STUART A ROSE

Trustee

Total calculated

$0

Hours/week

1
SUE HAUPERT-JOHNSON

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

1 + 2 related
TIMOTHY C ROLLINS

Trustee

Total calculated

$0

Hours/week

3
WILLIAM A BROSIUS

Trustee

Total calculated

$0

Hours/week

1 + 1 related
WILLIAM C WARREN IV

Trustee

Total calculated

$0

Hours/week

1
WILLIAM H ROGERS JR

Trustee

Total calculated

$0

Hours/week

1
WILLIAM T McALILLY

Trustee

Total calculated

$4,200

From this org

$4,200

From related orgs

$0

Other

$0

Hours/week

1
ALLISON DYKES JOHNSON

VP - University Secretary

Total calculated

$590,191

From this org

$439,366

From related orgs

$0

Other

$150,825

Hours/week

60

Schedule J breakdown matched by us

Base

$438,691

Bonus

$0

Other

$675

Deferred

$115,687

Nontaxable benefits

$35,138

Filer's total

$590,191
AMY ADELMAN

Interim SVP General Counsel

Total calculated

$508,501

From this org

$462,711

From related orgs

$0

Other

$45,790

Hours/week

65

Schedule J breakdown matched by us

Base

$462,711

Bonus

$0

Other

$0

Deferred

$27,450

Nontaxable benefits

$18,340

Filer's total

$508,501
BELVA WHITE

VP of Finance and Treasury

Total calculated

$485,558

From this org

$428,283

From related orgs

$0

Other

$57,275

Hours/week

60

Schedule J breakdown matched by us

Base

$427,683

Bonus

$0

Other

$600

Deferred

$27,450

Nontaxable benefits

$29,825

Filer's total

$485,558
CHRISTOPHER AUGOSTINI

See Schedule J, Part III

Total calculated

$1,764,361

From this org

$1,505,588

From related orgs

$0

Other

$258,773

Hours/week

65 + 3 related

Schedule J breakdown matched by us

Base

$1,387,368

Bonus

$0

Other

$118,220

Deferred

$232,906

Nontaxable benefits

$25,867

Filer's total

$1,764,361
DAVID STEPHENS MD

See Schedule J, Part III

Total calculated

$1,210,649

From this org

$956,037

From related orgs

$215,071

Other

$39,541

Hours/week

65 + 5 related

Schedule J breakdown matched by us

Base

$945,347 + $153,153 related

Bonus

$0 + $56,477 related

Other

$10,690 + $5,441 related

Deferred

$39,085

Nontaxable benefits

$150 + $306 related

Filer's total

$995,272 + $215,377 related
DELBRIDGE KING

VP - Human Resources

Total calculated

$447,331

From this org

$397,846

From related orgs

$0

Other

$49,485

Hours/week

60

Schedule J breakdown matched by us

Base

$397,846

Bonus

$0

Other

$0

Deferred

$27,450

Nontaxable benefits

$22,035

Filer's total

$447,331
Joon S Lee MD

CEO, Emory Healthcare

Total calculated

$0

Hours/week

30 + 37 related
RAVI BELLAMKONDA

Provost/Exec VP, Acad Affairs

Total calculated

$1,127,305

From this org

$941,645

From related orgs

$0

Other

$185,660

Hours/week

65 + 1 related

Schedule J breakdown matched by us

Base

$860,908

Bonus

$0

Other

$80,737

Deferred

$154,950

Nontaxable benefits

$30,710

Filer's total

$1,127,305
Ravi Thadhani MD MPH

See Schedule J, Part III

Total calculated

$0

Hours/week

65 + 5 related
SRINIVAS PULAVARTI

VP-Investments

Total calculated

$2,895,134

From this org

$2,848,930

From related orgs

$0

Other

$46,204

Hours/week

60

Schedule J breakdown matched by us

Base

$996,130

Bonus

$1,781,250

Other

$71,550

Deferred

$27,450

Nontaxable benefits

$18,754

Filer's total

$2,895,134
THERESA MILAZZO

VP - Human Resources

Total calculated

$441,452

From this org

$398,507

From related orgs

$0

Other

$42,945

Hours/week

60

Schedule J breakdown matched by us

Base

$398,006

Bonus

$0

Other

$501

Deferred

$27,450

Nontaxable benefits

$15,495

Filer's total

$441,452
Adam C Webb MD

Interim CEO EUHM

Total calculated

$528,601

From this org

$323,992

From related orgs

$148,916

Other

$55,693

Hours/week

60

Schedule J breakdown matched by us

Base

$315,440 + $84,105 related

Bonus

$0 + $64,811 related

Other

$8,552

Deferred

$27,579

Nontaxable benefits

$7,477 + $20,637 related

Filer's total

$359,048 + $169,553 related
BRADLEY HAWS

CFO Emory Healthcare

Total calculated

$1,201,816

From this org

$0

From related orgs

$1,048,896

Other

$152,920

Hours/week

30 + 37 related

Schedule J breakdown matched by us

Base

$0 + $755,079 related

Bonus

$0 + $287,666 related

Other

$0 + $6,151 related

Deferred

$0 + $121,110 related

Nontaxable benefits

$0 + $31,810 related

Filer's total

$0 + $1,201,816 related
BRYCE GARTLAND MD

Hospital Group President EHC

Total calculated

$1,262,375

From this org

$0

From related orgs

$1,201,371

Other

$61,004

Hours/week

65 + 3 related

Schedule J breakdown matched by us

Base

$0 + $821,723 related

Bonus

$0 + $266,392 related

Other

$0 + $113,256 related

Deferred

$0 + $31,112 related

Nontaxable benefits

$0 + $29,892 related

Filer's total

$0 + $1,262,375 related
CARLA CHANDLER

Hospital Group VP & CFO

Total calculated

$569,017

From this org

$0

From related orgs

$540,168

Other

$28,849

Hours/week

60 + 1 related

Schedule J breakdown matched by us

Base

$0 + $407,813 related

Bonus

$0 + $131,426 related

Other

$0 + $929 related

Deferred

$0 + $21,350 related

Nontaxable benefits

$0 + $7,499 related

Filer's total

$0 + $569,017 related
CARLA FREEMAN

Interim Dean - Emory College

Total calculated

$502,449

From this org

$456,043

From related orgs

$0

Other

$46,406

Hours/week

60

Schedule J breakdown matched by us

Base

$456,043

Bonus

$0

Other

$0

Deferred

$24,420

Nontaxable benefits

$21,986

Filer's total

$502,449
CARLOS DEL RIO MD

Interim Dean, School of Medicine

Total calculated

$675,982

From this org

$595,428

From related orgs

$41,528

Other

$39,026

Hours/week

60 + 4 related

Schedule J breakdown matched by us

Base

$508,851 + $37,967 related

Bonus

$86,181 + $1,531 related

Other

$396 + $2,030 related

Deferred

$28,606

Nontaxable benefits

$944 + $9,476 related

Filer's total

$624,978 + $51,004 related
DANE PETERSON

Interim CEO - EHC

Total calculated

$1,974,793

From this org

$0

From related orgs

$1,912,325

Other

$62,468

Hours/week

35 + 33 related

Schedule J breakdown matched by us

Base

$0 + $1,203,336 related

Bonus

$0 + $497,723 related

Other

$0 + $211,266 related

Deferred

$0 + $21,350 related

Nontaxable benefits

$0 + $41,118 related

Filer's total

$0 + $1,974,793 related
DANIEL OWENS

CEO - Emory University Hospital Midtown

Total calculated

$1,039,203

From this org

$624,610

From related orgs

$357,732

Other

$56,861

Hours/week

60 + 1 related

Schedule J breakdown matched by us

Base

$623,162

Bonus

$0 + $268,836 related

Other

$1,448 + $88,896 related

Deferred

$21,350 + $2,754 related

Nontaxable benefits

$9,108 + $23,649 related

Filer's total

$655,068 + $384,135 related
DEBORAH BRUNER

SVP RESEARCH

Total calculated

$548,587

From this org

$499,962

From related orgs

$0

Other

$48,625

Hours/week

60

Schedule J breakdown matched by us

Base

$499,962

Bonus

$0

Other

$0

Deferred

$25,800

Nontaxable benefits

$22,825

Filer's total

$548,587
ENKU GELAYE

SVP -Dean of Campus Life

Total calculated

$582,148

From this org

$523,555

From related orgs

$0

Other

$58,593

Hours/week

60

Schedule J breakdown matched by us

Base

$481,805

Bonus

$750

Other

$41,000

Deferred

$27,450

Nontaxable benefits

$31,143

Filer's total

$582,148
HEATHER HAMBY

CBO, SOM/Asc VP, Clin Intgrtn

Total calculated

$800,735

From this org

$289,820

From related orgs

$461,501

Other

$49,414

Hours/week

60

Schedule J breakdown matched by us

Base

$289,820 + $282,872 related

Bonus

$0 + $178,629 related

Other

$0

Deferred

$27,450

Nontaxable benefits

$0 + $21,964 related

Filer's total

$317,270 + $483,465 related
JOSHUA R NEWTON

SVP - Adv. & Alum. Engagement

Total calculated

$912,055

From this org

$747,995

From related orgs

$0

Other

$164,060

Hours/week

65

Schedule J breakdown matched by us

Base

$689,698

Bonus

$0

Other

$58,297

Deferred

$131,140

Nontaxable benefits

$32,920

Filer's total

$912,055
LILICIA BAILEY

Chief HR Officer (EHC)

Total calculated

$909,524

From this org

$0

From related orgs

$789,027

Other

$120,497

Hours/week

30 + 30 related

Schedule J breakdown matched by us

Base

$0 + $516,477 related

Bonus

$0 + $266,200 related

Other

$0 + $6,350 related

Deferred

$0 + $93,300 related

Nontaxable benefits

$0 + $27,197 related

Filer's total

$0 + $909,524 related
LIZ DAUNT-SAMFORD

VP,CFO - Emory University Hospital

Total calculated

$445,449

From this org

$321,731

From related orgs

$79,926

Other

$43,792

Hours/week

60

Schedule J breakdown matched by us

Base

$320,623 + $20,443 related

Bonus

$0 + $59,419 related

Other

$1,108 + $64 related

Deferred

$18,574

Nontaxable benefits

$20,316 + $4,902 related

Filer's total

$360,621 + $84,828 related
MATT WAIN

CEO - Emory University Hospital

Total calculated

$998,433

From this org

$630,734

From related orgs

$225,130

Other

$142,569

Hours/week

60

Schedule J breakdown matched by us

Base

$626,083

Bonus

$0 + $225,130 related

Other

$4,651

Deferred

$18,300 + $91,200 related

Nontaxable benefits

$9,420 + $23,649 related

Filer's total

$658,454 + $339,979 related
PATRICK HAMMOND

Chief Market Services Officer, EHC

Total calculated

$894,316

From this org

$0

From related orgs

$829,983

Other

$64,333

Hours/week

30 + 30 related

Schedule J breakdown matched by us

Base

$0 + $557,647 related

Bonus

$0 + $184,539 related

Other

$0 + $87,797 related

Deferred

$0 + $23,729 related

Nontaxable benefits

$0 + $40,604 related

Filer's total

$0 + $894,316 related
SHARON PAPPAS

Chief Nursing Officer

Total calculated

$963,723

From this org

$0

From related orgs

$921,096

Other

$42,627

Hours/week

30 + 31 related

Schedule J breakdown matched by us

Base

$0 + $490,262 related

Bonus

$0 + $146,718 related

Other

$0 + $284,116 related

Deferred

$0 + $18,300 related

Nontaxable benefits

$0 + $24,327 related

Filer's total

$0 + $963,723 related
SHEILA SANDERS

Chief Information Officer - EHC

Total calculated

$595,586

From this org

$0

From related orgs

$553,002

Other

$42,584

Hours/week

30 + 30 related

Schedule J breakdown matched by us

Base

$0 + $457,233 related

Bonus

$0 + $94,433 related

Other

$0 + $1,336 related

Deferred

$0 + $18,300 related

Nontaxable benefits

$0 + $24,284 related

Filer's total

$0 + $595,586 related
VIKAS SUKHATME MD

Dean, School of Medicine

Total calculated

$1,219,148

From this org

$649,521

From related orgs

$510,650

Other

$58,977

Hours/week

60 + 4 related

Schedule J breakdown matched by us

Base

$648,705 + $281,500 related

Bonus

$0 + $225,761 related

Other

$816 + $3,389 related

Deferred

$35,416

Nontaxable benefits

$7,440 + $16,121 related

Filer's total

$692,377 + $526,771 related
WILLIAM BORNSTEIN MD

CMO & CQPSO (EHC)

Total calculated

$1,137,183

From this org

$0

From related orgs

$1,086,553

Other

$50,630

Hours/week

30 + 30 related

Schedule J breakdown matched by us

Base

$0 + $726,599 related

Bonus

$0 + $239,768 related

Other

$0 + $120,186 related

Deferred

$0 + $23,139 related

Nontaxable benefits

$0 + $27,491 related

Filer's total

$0 + $1,137,183 related
DANIEL REFAI MD

Physician

Total calculated

$2,098,124

From this org

$7,999

From related orgs

$2,050,512

Other

$39,613

Hours/week

0 + 60 related

Schedule J breakdown matched by us

Base

$0 + $1,580,796 related

Bonus

$0 + $469,187 related

Other

$7,999 + $529 related

Deferred

$27,885

Nontaxable benefits

$159 + $11,569 related

Filer's total

$36,043 + $2,062,081 related
FAIZ U AHMAD MD

Physician

Total calculated

$2,540,438

From this org

$453,224

From related orgs

$2,020,603

Other

$66,611

Hours/week

0 + 60 related

Schedule J breakdown matched by us

Base

$428,856 + $775,780 related

Bonus

$9,694 + $1,244,455 related

Other

$14,674 + $368 related

Deferred

$37,585

Nontaxable benefits

$176 + $28,850 related

Filer's total

$490,985 + $2,049,453 related
JOHN W XEROGEANES MD

Physician

Total calculated

$3,228,434

From this org

$8,034

From related orgs

$3,164,223

Other

$56,177

Hours/week

0 + 60 related

Schedule J breakdown matched by us

Base

$0 + $2,492,765 related

Bonus

$0 + $670,000 related

Other

$8,034 + $1,458 related

Deferred

$27,840

Nontaxable benefits

$124 + $28,213 related

Filer's total

$35,998 + $3,192,436 related
PAUL J CHAI MD

Physician

Total calculated

$2,127,792

From this org

$0

From related orgs

$2,079,166

Other

$48,626

Hours/week

0 + 60 related

Schedule J breakdown matched by us

Base

$0 + $1,894,515 related

Bonus

$0 + $182,511 related

Other

$0 + $2,140 related

Deferred

$0 + $27,450 related

Nontaxable benefits

$0 + $21,176 related

Filer's total

$0 + $2,127,792 related
SHERVIN OSKOUEI MD

Physician

Total calculated

$2,636,493

From this org

$8,009

From related orgs

$2,572,547

Other

$55,937

Hours/week

0 + 60 related

Schedule J breakdown matched by us

Base

$0 + $2,112,018 related

Bonus

$0 + $460,000 related

Other

$8,009 + $529 related

Deferred

$27,855

Nontaxable benefits

$149 + $27,933 related

Filer's total

$36,013 + $2,600,480 related
CLAIRE STERK

Former Officer

Total calculated

$395,839

From this org

$357,426

From related orgs

$0

Other

$38,413

Hours/week

40

Schedule J breakdown matched by us

Base

$357,426

Bonus

$0

Other

$0

Deferred

$27,450

Nontaxable benefits

$10,963

Filer's total

$395,839
GREG ANDERSON

Former Key Employee

Total calculated

$427,674

From this org

$327,094

From related orgs

$39,088

Other

$61,492

Hours/week

60

Schedule J breakdown matched by us

Base

$325,515

Bonus

$0 + $39,088 related

Other

$1,579

Deferred

$21,350

Nontaxable benefits

$37,868 + $2,274 related

Filer's total

$386,312 + $41,362 related
JAMES T HATCHER

Former Key Employee

Total calculated

$1,197,121

From this org

$0

From related orgs

$755,575

Other

$441,546

Hours/week

0 + 1 related

Schedule J breakdown matched by us

Base

$0 + $24,139 related

Bonus

$0 + $353,138 related

Other

$0 + $378,298 related

Deferred

$0 + $1,707 related

Nontaxable benefits

$0 + $439,839 related

Filer's total

$0 + $1,197,121 related
JAN LOVE

Former Officer

Total calculated

$477,713

From this org

$437,836

From related orgs

$0

Other

$39,877

Hours/week

60

Schedule J breakdown matched by us

Base

$437,836

Bonus

$0

Other

$0

Deferred

$27,450

Nontaxable benefits

$12,427

Filer's total

$477,713
JONATHAN S LEWIN MD

Former Officer

Total calculated

$2,860,918

From this org

$865,974

From related orgs

$1,684,853

Other

$310,091

Hours/week

40 + 5 related

Schedule J breakdown matched by us

Base

$837,417 + $841,499 related

Bonus

$0 + $831,368 related

Other

$28,557 + $11,986 related

Deferred

$296,750

Nontaxable benefits

$3,865 + $9,476 related

Filer's total

$1,166,589 + $1,694,329 related
MICHAEL ELLIOTT

Former Key Employee

Total calculated

$409,213

From this org

$371,441

From related orgs

$0

Other

$37,772

Hours/week

60

Schedule J breakdown matched by us

Base

$371,441

Bonus

$0

Other

$0

Deferred

$27,450

Nontaxable benefits

$10,322

Filer's total

$409,213
PAUL P MARTHERS

Former Officer

Total calculated

$444,443

From this org

$386,852

From related orgs

$0

Other

$57,591

Hours/week

45

Schedule J breakdown matched by us

Base

$386,852

Bonus

$0

Other

$0

Deferred

$27,450

Nontaxable benefits

$30,141

Filer's total

$444,443
SARA SHOCKLEY

Former Key Employee

Total calculated

$370,968

From this org

$0

From related orgs

$334,832

Other

$36,136

Hours/week

20 + 20 related

Schedule J breakdown matched by us

Base

$0 + $283,013 related

Bonus

$0 + $51,190 related

Other

$0 + $629 related

Deferred

$0 + $20,142 related

Nontaxable benefits

$0 + $15,994 related

Filer's total

$0 + $370,968 related
STEPHEN D SENCER

Former Officer

Total calculated

$1,958,579

From this org

$1,707,464

From related orgs

$90,000

Other

$161,115

Hours/week

0 + 16 related

Schedule J breakdown matched by us

Base

$550,969 + $90,000 related

Bonus

$0

Other

$1,156,495

Deferred

$135,075

Nontaxable benefits

$26,040

Filer's total

$1,868,579 + $90,000 related
VINCE DOLLARD

Former Officer

Total calculated

$120,772

From this org

$99,302

From related orgs

$0

Other

$21,470

Hours/week

40

Schedule J breakdown matched by us

Base

$99,002

Bonus

$0

Other

$300

Deferred

$9,204

Nontaxable benefits

$12,266

Filer's total

$120,772

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 THE PRESIDENT and the executive vice president for academic affairs, 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
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: Stephen D. Sencer received $717,504 in separation agreement pay.
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 $103,220 Ravi V. Bellamkonda $54,405 Joshua Newton $38,497 Srinivas Pulavarti $71,550 Gregory Fenves $96,188
Schedule J, Part I, Line 7 Non-fixed payments: Retention BONUSES WERE PAID TO CERTAIN Emory EXECUTIVES DURING THE YEAR Carla Chandler $82,500 Daniel Refai, MD $100,000 James T. Hatcher $95,100 John W. Xerogeanes, MD $150,000
Schedule J, Part I, Line 8 Payments on contract that is subject to the initial contract exception: Per his employment letter, Srinivas Pulavarti received $1,781,250 in guaranteed incentive compensation. Per his employment agreement, Ravi Bellamkonda received $11,332 in contract payments to make up for lost benefits provided by his previous position

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

SAINT JOSEPH'S HOSPITAL OF ATLANTA INC

$25,664,179

DONATION
EMORYSAINT JOSEPH'S INC

$25,202,829

DONATION
GEORGIA TECH RESEARCH CORPORATION

$9,178,271

RESEARCH/SUBCONTRACT
FRED HUTCHINSON CANCER CENTER

$8,574,119

RESEARCH/SUBCONTRACT
CHILDREN'S HEALTHCARE OF ATLANTA INC

$4,780,741

RESEARCH/SUBCONTRACT
GEORGIA STATE UNIVERSITY FOUNDATION INC

$3,653,066

RESEARCH/SUBCONTRACT
ORASURE TECHNOLOGIES INC

$3,044,028

RESEARCH/SUBCONTRACT
UNIVERSITY OF GEORGIA RESEARCH FOUNDATION INC

$2,922,703

RESEARCH/SUBCONTRACT
HJF MEDICAL RESEARCH INTERNATIONAL INC

$2,742,534

RESEARCH/SUBCONTRACT
UNIVERSITY OF MARYLAND

$2,703,302

RESEARCH/SUBCONTRACT

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.

EMORY MEDICAL CARE FOUNDATION INC

501(c)(3) · MED MGMT · GA · controlled entity

Directly controlled by NA
EMORY HEALTHCARE INC

501(c)(3) · MED MGMT · GA · controlled entity

Directly controlled by NA
THE EMORY CLINIC INC

501(c)(3) · HEALTHCARE · GA · controlled entity

Directly controlled by NA
EMORY MEDICAL LABORATORIES INC

501(c)(3) · MD CARE PRACT · GA · controlled entity

Directly controlled by EMORY HEALTHCARE INC
WESLEY WOODS CENTER OF EMORY UNIVERSITY

501(c)(3) · HEALTHCARE · GA · controlled entity

Directly controlled by EMORY HEALTHCARE INC
EMORY CHILDREN'S CENTER INC

501(c)(3) · HEALTHCARE · GA · controlled entity

Directly controlled by EMORY HEALTHCARE INC
EMORY INNOVATIONS INC

501(c)(3) · RESEARCH · GA · controlled entity

Directly controlled by NA
EMORYSAINT JOSEPH'S INC

501(c)(3) · HEALTHCARE · GA · controlled entity

Directly controlled by EMORY HEALTHCARE INC
SAINT JOSEPH'S HOSPITAL OF ATLANTA INC

501(c)(3) · HOSPITAL · GA · controlled entity

Directly controlled by EMORYST JOS
DeKalb Regional Health System Inc

501(c)(3) · MED MGMT · GA · controlled entity

Directly controlled by EMORY HEALTHCARE INC
Decatur Health Resources Inc

501(c)(3) · HEALTHCARE · GA · controlled entity

Directly controlled by DeKalb Regional Health System Inc
DeKalb Medical Center Inc

501(c)(3) · HEALTHCARE · GA · controlled entity

Directly controlled by DeKalb Regional Health System Inc
DeKalb Medical Center Foundation Inc

501(c)(3) · Fundraising · GA · controlled entity

Directly controlled by DeKalb Regional Health System Inc
LUTHER C FISCHER FOUNDATION

501(c)(3) · SUPPORTING ORG · GA · controlled entity

Directly controlled by NA
EMORY UNIV HOSPITAL MIDTOWN AUXILIARY

501(c)(3) · SUPPORT · GA

Directly controlled by NA
Emory Childrens Pediatric Institute Inc

501(c)(3) · SUPPORTING ORG · GA

Directly controlled by NA
LETTIE PATE EVANS FOUNDATION INC

501(c)(3) · SUPPORTING ORG · GA

Directly controlled by NA
M L SIMPSON FOUNDATION TRUST

501(c)(3) · SUPPORTING ORG · GA

Directly controlled by NA
ROBERT W WOODRUFF HEALTH SCIENCES CENTER

501(c)(3) · SUPPORTING ORG · GA

Directly controlled by NA
EMORY UNIVERSITY POST-RETIREMENT BENEFIT

501(c)(9) · VEBA · GA

Directly controlled by NA
EMORY HEALTHCARE POST-RETIREMENT BENEFIT

501(c)(9) · VEBA · GA

Directly controlled by EMORY HEALTHCARE INC
EMORY HEALTHCARE INC RETIREMENT PLAN

501(c)(9) · DB PLAN · GA

Directly controlled by EMORY HEALTHCARE INC

Provenance

Return type: form_990
Tax year: 2022
Filed: 10 July 2024
IRS schema version: 2022v5.0
Source object: 202431929349300718

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

The source document this was parsed from is served over the API, which is where bulk and document access live.