2024-05-15T12:10:39-05:00 2023-06-30 PwC US Tax LLP 2001 MARKET ST SUITE 1800 PHILADELPHIA PA 19103 990 2022-07-01 160743209 UNIVERSITY OF ROCHESTER % ELIZABETH A MILAVEC UNIV 5852752800 BOX 278893 ROCHESTER NY 146278893 Elizabeth Milavec EVP ADM&FIN,CFO,TRSR 5852752800 2024-05-15 true Elizabeth Milavec 999009999 ANTONIO C RUSSO P00858539 2673303000 2024-05-13 2 2022 2023-04-26 12:10:37Z SARAH C MANGELSDORF 208 WALLIS HALL ROCHESTER NY 14627 6473227731 false X www.rochester.edu X 1850 NY THE PROVISION OF HIGHER EDUCATION IN THE LIBERAL ARTS AND SCIENCES, MEDICINE AND DENTISTRY, NURSING AND MUSIC; RESEARCH; AND CHARITABLE PATIENT CARE SERVICES. 38 34 35013 6981 21165482 0 466305507 460415153 4258373783 4644452541 203612468 304961031 6979513 5190144 4935271271 5415018869 272199815 369878164 0 0 2713170829 2941113391 244149 319747 44391840 1760052003 2026244103 4745666796 5337555405 189604475 77463464 7349848808 7560789144 3076664364 3091158629 4273184444 4469630515 X THE PROVISION OF HIGHER EDUCATION IN THE LIBERAL ARTS AND SCIENCES, MEDICINE AND DENTISTRY, NURSING AND MUSIC; RESEARCH; AND CHARITABLE PATIENT CARE SERVICES. false false 826867544 369878164 965084411 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. 367909852 0 488263659 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. 3794264598 0 3064204556 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. 130882844 0 115782097 5119924838 true false false true false true false true false true true true false false true true false true true true true false false true true false true true false true true true false false false false false true true true true true true true false false true true true true true false true 18184 0 true 35013 true true true true UK false false false true true false false false false false false false true false X 38 34 false false false false false false false true true false false true true true true true true true true true true CA X ELIZABETH A MILAVEC 5852752800 208 WALLIS HALL ROCHESTER NY 14627 X STEVEN I GOLDSTEIN PRES/CEO SMH & HH,SRVP URMC 55.0 16.0 X 3306548 0 209673 MICHAEL D MALONEY MD PROFESSOR-ORTHOPAEDICS 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THE UNIVERSITY ALSO INTERACTS WITH PEER INSTITUTIONS, D.C. AND ALBANY-BASED HIGHER EDUCATION AND MEDICAL ASSOCIATIONS, SCIENTIFIC COALITIONS AND SOCIETIES, AND CONSULTANTS TO ADVANCE ITS INTERESTS THROUGH POLICY, LEGISLATION AND REGULATIONS. 42 1663226 3495577 11597833 true true 235271 40742509 X X X X false false 2590832044 29588224 177746789 12611356 116521917 0 2669033784 3008813319 38522208 -340893864 24856769 90752850 0 2590832044 2202355252 43511528 898469551 23462884 112060128 0 3008813319 2172986026 36359341 76356841 21672376 61674580 0 2202355252 2108597452 39807016 128306491 20918930 82806003 0 2172986026 0.45130 0.25090 0.29780 true false 13577818 13577818 2910719318 1655134460 1255584858 133582131 57790778 75791353 1298929137 1176560974 122368163 923005632 256247064 666758568 2134080760 OPERATING INVESTMENTS 633593970 F CASH & CASH EQUIVALENTS 36204343 F INTERESTS 2348999996 F 3018798309 0 PAYERS (INSURERS/GOVT) 226781221 RETIREMENT & POST-EMPLOYMENT 489970168 ASSET RETIREMENT OBLIGATION 35735649 FOR STUDENT LOANS 2767998 RIGHT OF USE-OPERATING LEASE 159302901 914557937 X SCHEDULE D, PART I, LINE 1 DESCRIPTION OF DONOR ADVISED FUNDS THE UNIVERSITY OF ROCHESTER ("THE UNIVERSITY") OFFERS ITS DONORS THE OPPORTUNITY TO USE CONTRIBUTIONS TO CREATE DONOR-ADVISED FUNDS. A DONOR GENERALLY MAY ESTABLISH A DONOR-ADVISED FUND WITH THE UNIVERSITY BY SIGNING THE AGREEMENT AND THEN MAKING CONTRIBUTIONS TO THE FUND. THE DONOR IS ALLOWED TO RECOMMEND THE INVESTMENT OF THE FUND INTO EITHER A MONEY MARKET FUND OR THE UNIVERSITY'S GENERAL ENDOWMENT. THE DONOR MAY SERVE, OR MAY DESIGNATE ANOTHER PERSON TO SERVE, AS THE FUND ADVISOR, WHO MAKES GRANT RECOMMENDATIONS TO THE UNIVERSITY. THE GRANT RECOMMENDATIONS ARE NOT BINDING AND WILL BE SUBJECT TO THE UNIVERSITY'S DILIGENT REVIEW. -------------------- SCHEDULE D, PART III, LINE 4 DESCRIPTION OF COLLECTIONS THE UNIVERSITY'S MEMORIAL ART GALLERY MAINTAINS BROAD COLLECTIONS, COMPRISING NEARLY 11,000 OBJECTS SPANNING 5,000 YEARS OF ART HISTORY, THAT PROVIDES THE FOUNDATION FOR THE UNIVERSITY'S ROLE AS A SIGNIFICANT EDUCATIONAL CENTER COMMITTED TO BROADENING PEOPLES' UNDERSTANDING OF WORLD CULTURES, ART AND HISTORY. THE UNIVERSITY'S DEPARTMENT OF RARE BOOKS AND SPECIAL COLLECTIONS MAINTAINS RARE BOOK COLLECTIONS THAT INCLUDE PRINTED BOOKS, JOURNALS AND PAMPHLETS FROM 1472 TO THE PRESENT, AS WELL AS MANUSCRIPTS AND SPECIAL COLLECTIONS. THESE MATERIALS ARE PROVIDED FOR TEACHING, LEARNING AND RESEARCH PURPOSES. -------------------- SCHEDULE D, PART V USE OF ENDOWMENT FUNDS THE UNIVERSITY'S ENDOWMENT FUNDS ARE UTILIZED IN FURTHERANCE OF THE ORGANIZATION'S EXEMPT PURPOSES, INCLUDING THE PROVISION OF PERPETUAL ANNUAL SUPPORT FOR STUDENT FINANCIAL AID AND FACULTY SALARIES, AS WELL AS FOR CERTAIN FACILITIES AND ACADEMIC PROGRAMS. -------------------- SCHEDULE D, PART X, LINE 2 TEXT OF FIN48 (ASC 740) DISCLOSURE FROM AUDITED FINANCIAL STATEMENTS THE UNIVERSITY AND THE MAJORITY OF ITS AFFILIATES ARE NOT-FOR-PROFIT ORGANIZATIONS AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND ARE GENERALLY EXEMPT FROM INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE. UNRELATED ACTIVITIES AND INCOME, INCLUDING CERTAIN LABORATORY AND FACILITY RENTALS AND INCOME FROM LIMITED PARTNERSHIPS IN THE LONG-TERM INVESTMENT POOL, ARE SUBJECT TO FEDERAL AND STATE UNRELATED BUSINESS INCOME TAX. THE UNIVERSITY REGULARLY EVALUATES ITS TAX POSITION AND DOES NOT BELIEVE IT HAS ANY UNCERTAIN TAX POSITIONS THAT REQUIRE DISCLOSURE OR ADJUSTMENT TO THE CONSOLIDATED FINANCIAL STATEMENTS BASED ON CURRENTLY AVAILABLE REGULATORY GUIDANCE. true true true true true true true false false false false false false false false true false true SCHEDULE E, LINE 3A NONDISCRIMINATION POLICY STATEMENT ALL PUBLISHED UNIVERSITY OF ROCHESTER OPPORTUNITY ADVERTISEMENTS INCLUDE THE FOLLOWING STATEMENT: "THE UNIVERSITY OF ROCHESTER IS AN EQUAL OPPORTUNITY EMPLOYER." IN ADDITION, THE UNIVERSITY OF ROCHESTER'S NONDISCRIMINATION POLICY IS ADVERTISED TO PROSPECTIVE STUDENTS AND OTHERS IN THE COMMUNITY SERVED BY THE UNIVERSITY OF ROCHESTER THROUGH A NONDISCRIMINATION STATEMENT USED IN A WIDE VARIETY OF UNIVERSITY PROSPECTUS (FOR UNIVERSITY UNDERGRADUATES), UNDERGRADUATE BULLETINS AND GRADUATE BULLETINS. THE STATEMENT, WHICH ALSO APPEARS ON THE UNIVERSITY WEBSITE ON EQUAL OPPORTUNITY, READS AS FOLLOWS: THE UNIVERSITY OF ROCHESTER PROHIBITS AND WILL NOT ENGAGE IN DISCRIMINATION AND HARASSMENT ON THE BASIS OF AGE, COLOR, DISABILITY, DOMESTIC VIOLENCE VICTIM STATUS, ETHNICITY, GENDER IDENTITY OR EXPRESSION, GENETIC INFORMATION, MARITAL STATUS, FAMILIAL STATUS OR AN INDIVIDUAL'S REPRODUCTIVE HEALTH DECISION MAKING, MILITARY/VETERAN STATUS, NATIONAL ORIGIN, RACE (INCLUDING HAIR STYLE), RELIGION/CREED (INCLUDING RELIGIOUS ATTIRE AND FACIAL HAIR), SEX, SEXUAL ORIENTATION, CITIZENSHIP STATUS, OR ANY OTHER STATUS PROTECTED BY LAW (ANYONE INDIVIDUALLY, A "PROTECTED CLASS"). DISCRIMINATION OR HARASSMENT INCLUDING HOSTILE WORK ENVIRONMENT HARASSMENT) BASED ON PROTECTED STATUS IS ILLEGAL, WILL NOT BE TOLERATED, AND IS CONSIDERED MISCONDUCT THAT WILL BE SUBJECT TO DISCIPLINE. THE UNIVERSITY IS COMMITTED TO FOSTERING, CULTIVATING, AND PRESERVING A CULTURE OF DIVERSITY, EQUITY, AND INCLUSION, A CENTRAL TENET OF OUR INSTITUTIONAL VISION AND VALUES. THIS COMMITMENT EXTENDS TO POLICIES AND PRACTICES FOR ADMISSIONS, RECRUITMENT, AND EMPLOYMENT IN ACCORDANCE WITH THE PRINCIPLES OF EQUAL OPPORTUNITY AND AFFIRMATIVE ACTION AND IN COMPLIANCE WITH APPLICABLE LAW. THE UNIVERSITY COMPLIES WITH ALL FEDERAL AND STATE LAWS THAT PROHIBIT DISCRIMINATION BASED ON THE PROTECTED CATEGORIES LISTED ABOVE, INCLUDING TITLE IX OF THE EDUCATION AMENDMENTS OF 1972, WHICH PROHIBITS SEX DISCRIMINATION (INCLUDING SEXUAL HARASSMENT AND VIOLENCE BASED ON SEX) IN THE UNIVERSITY'S EDUCATIONAL PROGRAMS AND ACTIVITIES, AND SECTION 504 OF THE REHABILITATION ACT OF 1973, WHICH PROHIBITS DISCRIMINATION ON THE BASIS OF DISABILITY. INQUIRIES CONCERNING THE APPLICATION OF TITLE IX AND SEX-BASED COMPLAINTS SHOULD BE REFERRED TO THE UNIVERSITY'S TITLE IX STAFF BY EMAILING TITLEIX@ROCHESTER.EDU OR CONTACTING THE TITLE IX COORDINATOR OR A DEPUTY COORDINATOR. CATHERINE "KATE" NEARPASS, TITLE IX COORDINATOR AND ASSISTANT VICE PRESIDENT FOR CIVIL RIGHTS COMPLIANCE, CAN BE REACHED AT CNEARPASS@UR.ROCHESTER.EDU OR BY CALLING (585)314-5723. HER OFFICE IS LOCATED IN 148 WALLIS HALL ON THE RIVER CAMPUS. QUESTIONS ABOUT COMPLIANCE WITH SECTION 504 CAN BE ADDRESSED TO THE UNIVERSITY'S OFFICE OF DISABILITY SERVICES AND SUPPORT, BY EMAILING DISABILITY@ROCHESTER.EDU OR CONTACTING THE DIRECTOR OF DISABILITY COMPLIANCE. QUESTIONS REGARDING THE APPLICATION OF TITLE IX AND SECTION 504 CAN ALSO BE DIRECTED TO THE U.S. DEPARTMENT OF EDUCATION'S OFFICE OF CIVIL RIGHTS (OCR) AT ITS NEW YORK OFFICE AT (646) 428-3800 OR ITS NATIONAL HEADQUARTERS AT (800) 421-3481; TTY: (800)-877-8339, OR WWW.ED.GOV/OCR/. THE UNIVERSITY OF ROCHESTER ALSO POSTS A "STATEMENT OF EDUCATIONAL PHILOSOPHY" WHICH IS AMPLIFICATION OF THE NONDISCRIMINATION STATEMENT. SEE: HTTPS://WWW.ROCHESTER.EDU/DIVERSITY/POLICIES/ SCHEDULE E, LINE 6A FINANCIAL AID/ASSISTANCE FROM GOV'T AGENCY THE UNIVERSITY OF ROCHESTER RECEIVES FINANCIAL ASSISTANCE FUNDS FOR STUDENTS, AS PROVIDED BY HHS PROGRAMS, AND HAS GOVERNMENT RESEARCH CONTRACTS AND GRANTS. Central America and the Caribbean 0 0 Program Services Student Recuitment 2845 East Asia and the Pacific 0 0 Program Services Research 82627 East Asia and the Pacific 0 8 Program Services Present at Conference 45017 East Asia and the Pacific 0 0 Program Services Study Abroad 3110 East Asia and the Pacific 0 0 Program Services Student Recruiting 11144 Europe (Including Iceland and Greenland) 0 18 Program Services Research 555126 Europe (Including Iceland and Greenland) 0 65 Program Services Present at Conference 279091 Europe (Including Iceland and Greenland) 0 0 Program Services Study Abroad 26142 Europe (Including Iceland and Greenland) 0 9 Program Services Teaching Services 26566 Europe (Including Iceland and Greenland) 0 0 Program Services Student Recruitment 29050 Europe (Including Iceland and Greenland) 0 0 Program Services Academic Meetings 9498 Middle East and North Africa 0 4 Program Services Present at conference 13794 North America 0 5 Program Services Research 38142 North America 0 29 Program Services Present at Conference 101031 North America 0 0 Program Services Teaching Services 1071 North America 0 0 Program Services Student Recruitment 7143 South America 0 1 Program Services Present at Conference 8066 South America 0 0 Program Services Teaching Services 7233 South America 0 0 Program Services Student Recruitment 1256 South America 0 0 Grantmaking 5039 South Asia 0 0 Program Services Research 4747 South Asia 0 0 Program Services Present at Conference 10132 South Asia 0 0 Program Services Student Recruitment 7809 Sub-Saharan Africa 0 6 Program Services Research 137349 Sub-Saharan Africa 0 0 Program Services Present at Conference 8902 Sub-Saharan Africa 0 1 Program Services Teaching Services 7484 Sub-Saharan Africa 0 0 Program Services Student Recruitment 4625 Central America and the Caribbean 0 1 Program Services Research 1312 Central America and the Caribbean 0 18 Program Services Teaching Services 25469 East Asia and the Pacific 0 1 Program Services Teaching Services 2805 Middle East and North Africa 0 0 Program Services Study Abroad 16 South Asia 0 5 Program Services Study Abroad 7954 South America 0 0 Program Services Research 26 Central America and the Caribbean 0 0 Investments 2131241457 North America 0 0 Investments 19554234 Europe (Including Iceland and Greenland) 0 0 Investments 57585951 Sub-Saharan Africa 0 0 Investments 117593681 East Asia and the Pacific 0 0 Grantmaking 28134 Europe (Including Iceland and Greenland) 0 0 Grantmaking 788666 North America 0 0 Grantmaking 13200 Sub-Saharan Africa 0 0 Grantmaking 599397 0 139 0 32 0 171 1239463 2327636878 2328876341 true false true true true true SCHEDULE F, PART I, LINE 3(c) SUBAWARDS ISSUED TO FOREIGN ENTITIES IN FURTHERANCE OF ITS RESEARCH ACTIVITIES THE UNIVERSITY OF ROCHESTER MAKES SUB-AWARDS TO OTHER FOREIGN ORGANIZATIONS THAT PERFORM RESEARCH IN CONNECTION WITH RESEARCH GRANTS AWARDED TO THE UNIVERSITY. THE UNIVERSITY DOES NOT CATEGORIZE THESE SUB-AWARDS AS "FOREIGN ACTIVITIES OR GRANTS" FOR FORM 990, SCHEDULE F REPORTING, SINCE THE FOREIGN RECIPIENT ORGANIZATIONS PERFORM RESEARCH SERVICES FOR THE UNIVERSITY AND ARE CONSIDERED INDEPENDENT CONTRACTORS WHICH SERVE THE DIRECT NEEDS OF THE UNIVERSITY. X X X X X X X true RUFFALO NOEL LEVITZ LLC 1025 KIRKWOOD PARKWAY SW CEDAR RAPIDS IA 524063018 PHONE SOLICITAT'N false 151588 319747 0 151588 319747 0 NY GCHAS GALA 2836085 724343 2111742 0 0 12750 120761 0 40182 WINE AUCTION 1723720 1080773 642947 0 6000 25362 34784 0 292024 10 2571351 1960282 611069 430 57644 83342 252922 30986 472988 7131156 3765398 3365758 430 63644 121454 408467 30986 805194 1430175 1935583 SCHEDULE G, PART I, LINE 2(B), ITEM #1 ADDITIONAL INFORMATION REGARDING FUNDRAISING ACTIVITIES GROSS RECEIPTS REPORTED IN PART I, LINE 1, COLUMN (IV) REPRESENT PHONE DONATIONS ONLY RECEIVED PURSUANT TO RUFFALO NOEL LEVITZ'S SOLICITATION EFFORTS. ON-LINE DONATIONS TO THE UNIVERSITY, WHICH MAY HAVE BEEN PROMPTED BY A PHONE SOLICITATION, ARE NOT REFLECTED IN THIS COLUMN. ADDITIONALLY, THE AMOUNT PAID TO RUFFALO NOEL LEVITZ AS REPORTED IN PART I, LINE 2B, COLUMN (V) INCLUDES BOTH PHONE SOLICITATION/TELEMARKETING SERVICES AND NON-SOLICITATION EFFORTS RELATED TO ALUMNI ENGAGEMENT AND DATA ENRICHMENT. THESE NON-SOLICITATION EFFORTS HAVE RESULTED IN IMPROVED ALUMNI CONTACT INFORMATION FOR THE UNIVERSITY'S USE AND INCLUDES SERVICES TO UPDATE ADDRESSES, CELL PHONE NUMBERS, EMAIL ADDRESSES AND SOCIAL HANDLES. true true true X true X true true true false true true 27217268 5665151 21552117 0.00400 729617827 457064315 272553512 0.05110 6214055 2577552 3636503 0.00070 763049150 465307018 297742132 0.05580 2705466 0 2705466 0.00050 166115779 9596025 156519774 0.02930 623165239 476760785 146404454 0.02740 420620072 420620072 0 200058 13500 186558 1212806614 906990382 305816252 0.05720 1975855764 1372297400 603558384 0.11300 411167 0 411167 0.00010 411167 0 411167 0.00010 false 29679267 303239 300229408 391076970 -90847562 X true true 1 1 STRONG MEMORIAL HOSPITAL &EXT CLINICS 601 ELMWOOD AVENUE ROCHESTER NY 14642 WWW.URMC.ROCHESTER.EDU/STRONG-MEMORIAL 2701005H X X X X X X OUTPATIENT MED CLINI OUTPATIENT MENTAL HE METHADONE MAINT, URG STRONG MEMORIAL HOSPITAL 1 false false true X X X X X X X X X 22 true true true true X SEE SCHEDULE H, PART V, SECTION C X SEE SCHEDULE H, PART V, SECTION C X X true 22 true SEE SCHEDULE H, PART V, SECTION C false true X 200. 400. X X X X X X true true X X X true X SEE PART V, SECTION C X SEE PART V, SECTION C X SEE PART V, SECTION C X X X X X X true X false X X X X X true X false false PART V, SECTION B, LINE 5- INPUT FROM COMMUNITY UR STRONG CONDUCTED ITS COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) IN COLLABORATION WITH OTHER HOSPITALS, THE HEALTH DEPARTMENT, COMMUNITY BASED ORGANIZATIONS, AND RESIDENTS IN MONROE COUNTY. THE OVERSIGHT GROUP, CALLED THE COMMUNITY HEALTH IMPROVEMENT WORKGROUP (CHIW) MEETS MONTHLY TO CONDUCT THE CHNA WHEN INDICATED AND TO IMPLEMENT THE COMMUNITY-WIDE IMPROVEMENT STRATEGY. COMMUNITY INPUT IS CRITICAL THROUGHOUT THE CHNA PROCESS, THE IMPROVEMENT PLANNING PROCESS, AND THE IMPLEMENTATION PROCESS. ONGOING COMMUNITY ENGAGEMENT IS VITAL TO INFORM OUR AGENDA. EACH OF THE HOSPITAL SYSTEMS INCLUDED IN THE CHNA: UNIVERSITY OF ROCHESTER STRONG MEMORIAL HOSPITAL, HIGHLAND HOSPITAL, ROCHESTER GENERAL, AND UNITY HOSPITAL TOOK INTO ACCOUNT INPUT FROM PERSONS WHO REPRESENT THE COMMUNITY. THE MONROE COUNTY DEPARTMENT OF PUBLIC HEALTH WAS REPRESENTED AT EACH CHIW MEETING BY DR. MARIELENA VELEZ DE BROWN, DEPUTY COMMISSIONER OF PUBLIC HEALTH; ANNE KERN, PUBLIC HEALTH PROGRAM COORDINATOR; AND KATHY CARELOCK, MANAGER OF THE MATERNAL AND CHILD HEALTH SERVICES. ALL ARE AWARE OF COMMUNITY NEEDS, OVERSEE THE YOUTH RISK BEHAVIOR SURVEY PROCESS AND ARE EXPERTS IN EFFECTIVE PUBLIC HEALTH ASSESSMENT AND INTERVENTION. MICHAEL MENDOZA, MD, MPH AND CURRENT COMMISSIONER OF THE MONROE COUNTY DEPARTMENT OF PUBLIC HEALTH, ATTENDED MEETINGS OCCASSIONALLY BUT WAS ALSO INFORMED BY DR. VELEZ DE BROWN, MS. KERN, MS. CARELOCK AND DR. GREEN. THERESA GREEN, DIRECTOR OF COMMUNITY HEALTH POLICY AND DANIEL GREEN, THE HEALTH POLICY COORDINATOR, BOTH FROM THE URMC CENTER FOR COMMUNITY HEALTH AND PREVENTION, PROVIDED EXPERT ADVICE ON COMMUNITY ENGAGEMENT AND EVIDENCE-BASED INTERVENTIONS. IN ADDITION, COMMON GROUND HEALTH, WHO REPRESENTS THE COMMUNITY VOICE TO THE CHIW, AND WHO MANAGES BOTH THE AFRICAN AMERICAN HEALTH COALITION AND THE LATINO HEALTH COALITION FOR MONROE COUNTY, WAS REPRESENTED AT EACH MEETING BY EITHER DINA FATICONE, DIRECTOR OF COMMUNITY HEALTH AND ENGAGEMENT; DR. LINDA CLARK, MEDICAL DIRECTOR; AND/OR LUCAS SEINK, MSBA, CASAC, HEALTH PLANNING RESEARCH ANALYST. SPECIFICALLY, FOR THE 2022 CHNA, COMMUNITY INPUT WAS ACQUIRED BY REVIEWING EXISTING COMMUNITY REPORTS AND BY DISCUSSIONS WITH EXISTING COMMUNITY BASED GROUPS ABOUT THE DATA-IDENTIFIED NEEDS. IN 2018, COMMON GROUND HEALTH GATHERD COMMUNITY INPUT BY CONDUCTING THE 'MY HEALTH STORY' SURVEY. THE SURVEY COLLECTED RESPONSES AND OPINIONS FROM OVER 4,000 COMMUNITY MEMBERS THROUGHOUT THE REGION TO LEARN MORE ABOUT HEALTH BEHAVIORS AND BARRIERS TO HEALTHY LIVES. THE SURVEY WAS PLANNED TO BE UPDATED IN 2021, HOWEVER DUE TO THE PANDEMIC, ADMINISTRATION OF THE SURVEY WAS DELAYED UNTIL AFTER THE CREATION OF THE CHNA. COMMON GROUND HEALTH SHARED SEVERAL RESULTS OF THE COMMUNITY SURVEY WITH THE CHIW AND SHARED SUBSEQUENT REPORTS BASED ON THE SURVEY. THE SURVEY ASKED ABOUT A WIDE RANGE OF TOPICS FROM ACCESS TO MEDICAL AND DENTAL CARE TO PERCEPTIONS OF PERSONAL SAFETY AND SATISFACTION WITH WORK. TO CAPTURE EACH INDIVIDUAL'S UNIQUE STORY, SEVERAL QUESTIONS WERE OPEN-ENDED WITH AN OPPORTUNITY FOR UNSTRUCTURED FEEDBACK. THE RESULTS OF THE SURVEY INDICATED THAT THE TOP CONCERN FOR ADULTS IN MONROE COUNTY ACROSS ALL RACES, GEOGRAPHIES, AND SOCIOECONOMIC STATUS LEVELS WAS MENTAL HEALTH. BEYOND THE 'MY HEALTH STORY' SURVEY INFORMATION, THE CHIW MET WITH SEVERAL COMMUNITY GROUPS INCLUDING THE AFRICAN AMERICAN HEALTH COALTION, THE LATINO HEALTH COALITION, THE MATERNAL CHILD HEALTH ADVISORY GROUP, THE MONROE COUNTY BOARD OF HEALTH AND THE COMMUNITY ADVISORY COUNCIL. THIS HIGH-LEVEL COLLABORATION AMONG COMMUNITY MEMBERS, PUBLIC HEALTH PROVIDERS AND HOSPITAL SYSTEMS, ALONG WITH THE ROBUST PROCESS OF COMMUNITY INPUT GATHERING, PROVIDES A TRULY COMMUNITY BASED HEALTH NEEDS ASSESSMENT AND IMPROVEMENT PLAN. -------------------- PART V, SECTION B, LINE 6a- JOINT CHNA THE CHNA WAS CONDUCTED WITH SEVERAL OTHER HOSPITAL FACILITIES. AN ASSESSMENT OF MONROE COUNTY WAS CONDUCTED JOINTLY BY UNIVERSITY OF ROCHESTER STRONG MEMORIAL HOSPITAL AND HIGHLAND HOSPITAL, AND ROCHESTER REGIONAL HEALTH INCLUDING ROCHESTER GENERAL HOSPITAL AND UNITY HOSPITAL. -------------------- PART V, SECTION B, LINE 6b - CHNA CONDUCTED WITH NON-HOSPITAL FACILITIES THE CHNA WAS CONDUCTED WITH SEVERAL OTHER ORGANIZATIONS BESIDES THE HOSPITAL FACILITIES. THE MONROE COUNTY DEPARTMENT OF PUBLIC HEALTH WAS VERY ENGAGED IN THE CHNA PROCESS, WAS PRESENT AT EACH MEETING AND ASSISTED WITH DATA ANALYSIS AND IMPROVEMENT PLANNING. COMMON GROUND HEALTH IS THE REGIONAL PLANNING AGENCY AND IS REPRESENTED AT ALMOST EVERY MEETING OF THE COMMUNITY HEALTH IMPROVEMENT WORKGROUP (CHIW), AND WAS INSTRUMENTAL IN DEVELOPING THE CHNA, BOTH BY PROVIDING DATA AND ASSISTING WITH COMMUNITY ENGAGEMENT. OUR REGIONAL DSRIP AGENCY REPRESENTATIVES (KATHERINE ROGALA, AMIN CHOUKAIRI) ALSO ATTEND THE CHIW MEETINGS AND GAVE INPUT TO THE CHNA PROCESS. AND THE REGIONAL HEALTH INFORMATION ORGANIZATION (RHIO) REPRESENTATIVE (RENEE GRAHAM) HAS ATTENDED MOST CHIW MEETINGS AND WAS ENGAGED IN THE CHNA PROCESS. IN ADDITION, SINCE THE 2022 CHNA FOCUSED ON MENTAL HEALTH, THE MONROE COUNTY OFFICE OF MENTAL HEALTH REPRESENTATIVE (JASON TELLER) GAVE SIGNIFICANT INPUT TO THE CHNA AND ATTENDS THE CHIW MEETINGS DURING THE IMPLEMENTATION PHASE OF THE ASSESSMENT. OTHER KEY AGENCIES INVOLVED IN THE 2022 CHNA PROCESS INCLUDE THE CITY OF ROCHESTER, JORDAN HEALTH, UNITED WAY OF GREATER ROCHESTER, 211 LIFELINE, TOGETHER NOW, CORNELL COORPERATIVE EXTENSION, AND THE MONROE COUNTY MEDICAL SOCIETY. THE URMC COMMUNITY ADVISORY COUNCIL WAS ALSO INSTRUMENTAL IN THE CHNA PROCESS. -------------------- PART V, SECTION B, LINE 7A&D,10 - CHNA & IMP PLAN PUBLIC AVAILABILITY THE CHNA REPORT WAS MADE WIDELY AVAILABLE TO THE PUBLIC. A COPY OF THE ORGANIZATION'S CHNA AND IMPLEMENTATION/IMPROVEMENT PLAN CAN BE FOUND AT: https://www.urmc.rochester.edu/community.aspx OUR CHNA AND IMPLEMENTATION/IMPROVEMENT PLAN ARE AVAILABLE TO THE PUBLIC UPON REQUEST AND ARE ALSO POSTED ON THE COLLABORATING HOSPITAL SYSTEM'S WEBSITES AND ON THE MONROE COUNTY DEPARTMENT OF PUBLIC HEALTH'S WEBSITE. OUR CHIW MEETINGS ARE OPEN TO THE PUBLIC UPON REQUEST AND THE CHNA WAS DISCUSSED WITH EACH OF THE HOSPITALS BOARD OF DIRECTORS. IN ADDITION, THE CHNA AND CHIP HAS BEEN SHARED WITH NUMEROUS COMMUNITY AGENCIES AND STUDENT GROUPS AT CLASSES OR MEETINGS WHERE MEMBERS OF THE CHIW PRESENT. INFORMATION IS ALWAYS SHARED AS TO WHERE TO FIND THE COMPLETE REPORT. -------------------- PART V, SECTION B, LINE 11 - ADDRESSING THE NEEDS IDENTIFIED IN THE CHNA IN CONDUCTING THE 2022 CHNA, SEVERAL PRIORITY NEEDS WERE IDENTIFIED. THE CHIW MEMBERS DISCUSSED SEVERAL CHARACTERISTICS THAT WOULD HELP TO DEFINE HOW TO PRIORITIZE THE MANY NEEDS IN MONROE COUNTY. IMPORTANT CRITERIA FOR SELECTION INCLUDE ABILITY TO INTERVENE UPSTREAM, IMPORTANCE OF THE PROBLEM TO THE COMMUNITY, ESPECIALLY IN LIGHT OF THE PANDEMIC, ADDRESSING A KNOWN DISPARITIY IN HEALTH OUTCOMES, SOLUTIONS THAT ADDRESS THE FULL AGE SPECTRUM, AND REASONABLE FEASIBILITY. REVIEW OF SEVERAL DATA SOURCES AS WELL AS COMMUNITY ENGAGEMENT AND REPORT REVIEW YIELDED THE IDENTIFICATION OF SEVERAL AREAS OF CONCERN THAT FIT THE PRIORITIZATION CRITERIA. THE CHIW EXAMINED MONROE COUNTY METRICS AGAINST THE NEW YORK STATE'S PREVENTION AGENDA DASHBOARD AND 2024 PREVENTION AGENDA GOALS. THE CHIW IDENTIFIED AREAS WHERE MONROE COUNTY: 1. FELL SHORT OF THE STATE GOAL FOR THE PREVENTION AGENDA 2024, 2. FACES SIGNIFICANT DISPARITY IN RACE, ETHNICITY, GEOGRAPHY, OR SOCIOECONOMIC STATUS, AND 3. CONTAINS A DOWNWARD TREND OF "WORSE"SIGNIFICANTLY WORSE". ADDITIONALLY, AFTER EXAMINING ALL THE DATA AVAILABLE AND AFTER MULTIPLE DISCUSSIONS AMONG THE CHIW MEMBERS, THERE WAS A STRONG INCLINATION TO NOT CHANGE THE PRIORITY AREAS FROM THE 2019-2021 COMMUNITY HEALTH IMPROVEMENT PLAN. IT WAS AGREED THAT THE MONROE COUNTY 2022-24 CHIP WILL BUILD ON THE SIGNIFICANT PROGRESS IT HAS MADE ON ESTABLISHING THE INFRASTRUCTURE TO SUPPORT INITIATIVES IN THE AREAS OF (1) IMPROVING MENTAL HEALTH AND (2) REDUCING DISPARITIES IN MATERNAL AND CHILD HEALTH. THIS INCLINATION WAS SUPPORTED ALSO BY THE COVID PANDEMIC SLOWING DOWN IMPLEMENTATION WORK ON THE CHIP IN THE PAST FEW YEARS BECAUSE OF THE NECESSARY PRIORITIZATION OF ADDRESSING PANDEMIC CONCERNS. BASED ON THE TOP PRIORITIZATION CRITERIA CHOSEN BY THE CHIW, THE TWO GOALS OF: 'PROMOTE MENTAL HEALTH AND WELL-BEING'CROSS-CUTTING ISSUES IN HEALTHY WOMEN, INFANTS, AND CHILDREN' WERE SELECTED. IN SELECTING THESE AREAS, SEVERAL OTHER HEALTH PRIORITY AREAS COULD NOT BE PRIORITIZED. THERE ARE NOT ENOUGH RESOURCES TO ADDRESS ALL THE AREAS OF NEED SIMULTANEOUSLY AND THEREFORE SOME AREAS CANNOT BE ACTIONABLE. THE CHIW USED THE SELECTION CRITERIA, THE DATA IN RELATION TO THE NYS PREVENTION AGENDA AND THE FACT THAT COVID HAS DISRUPTED THE HEALTH CARE SYSTEM TO SELECT AREAS THAT ROSE TO THE TOP. THE OTHER NON-SELECTED INDICATED AREAS ARE STILL SIGNIFICANT NEEDS THAT MUST BE ADDRESSED TO IMPROVE THE HEALTH OF MONROE COUNTY. THESE INCLUDE: HEALTHY EATING AND FOOD SECURITY, TOBACCO PREVENTION, OPIOID ADDICTION, VIOLENCE AND SEXUALLY TRANSMITTED INFECTIONS. ALTHOUGH NOT SPECIFICALLY PRIORITIZED IN THE CHIW, SEVERAL DEPARTMENTS WITHIN THE HOSPITAL ARE WORKING WITH COMMUNITY AGENCIES TO ADDRESS THESE PROBLEMS. THE CHIW WILL CONTINUE TO FOLLOW THESE AREAS AND TO SUPPORT ANY AGENCY WORKING PRODUCTIVELY ON THESE HEALTH CONCERNS. FOR EXAMPLE, TO ADDRESS VIOLENCE, URMC SUPPORTS A VIOLENCE PREVENTION PROGRAM IN THE EMERGENCY DEPARTMENT THAT ALLOWS FOR ADMISSIONS UP TO 24 HOURS FOR VICTIMS OF VIOLENCE DURING WHICH TIME EDUCATION AND PREVENTION INTERVENTIONS ARE IMPLEMENTED TO AVOID RETALIATION AND REPEAT VIOLENCE. IN ADDITION, SOME OF THESE SECONDARY NON-SELECTED ISSUES WILL BE ADDRESSED WITHIN THE TWO SELECTED FOCUS AREAS, A BIT LATER. BY FOCUSING ON SOCIAL DETERMINANTS AND UPSTREAM INTERVENTIONS, THE CHIW HOPES TO EXPAND ITS IMPACT TO OTHER AREAS OF NEED, NOT SELECTED AS FOCUS AREAS AT THIS TIME. TO ADDRESS THE FIRST PRIORITIZED GOAL OF 'PROMOTING HEALTHY WOMEN, INFANTS AND CHILDREN', THE HOSPITAL JOINS THE CHIW TO REDUCE RACIAL, ETHINIC ECONOMIC AND GEOGRAPHIC DISPARITIES IN MATERNAL AND CHILD HEALTH OUTCOMES, AND PROMOTE HEALTH EQUITY FOR MATERNAL AND CHILD POPULATIONS. SPECIFICALLY, AS SUGGESTED BY THE NYS DEPARTMENT OF HEALTH IN THE PREVENTION AGENDA, THE HOSPITAL AND THE CHIW HAVE BEEN WORKING TO ENHANCE COLLABORATIONS WITH OTHER PROGRAMS, PROVIDERS, AGENCIES AND COMMUNITY MEMBERS TO ADDRESS KEY SOCIAL DETERMINANTS OF HEALTH THAT IMPACT THE HEALTH OF WOMEN, INFANTS, CHILDREN AND FAMILIES ACROSS THE LIFE COURSE. THE HOSPITAL SUPPORTS THE MATERNAL CHILD HEALTH ADVISORY GROUP (MCH-AG) WHICH FACILITATED SEVERAL COLLABORATIONS BETWEEN THE HOSPITAL AND COMMUNITY AGENCIES. THE MCH-AG HAS GENERAL GOALS OF WORKING ON HOUSING INSECURITY AMONG YOUNG FAMILIES, ADDRESSING INSTITUTIONAL RACISM ESPECIALLY IN LABOR AND DELIVERY, AND REDUCING UNPLANNED PREGNANCY AND BIRTH SPACING THROUGH LONG ACTING REVERSIBLE CONTRACEPTION AND SOCIAL SUPPORT SYSTEMS THAT ENCOURAGE BIRTH SPACING. UR STRONG SUPPORTS THE BABY LOVE PROGRAM THAT PROVIDES SOCIAL SUPPORTS DELIVERED BY SOCIAL WORKERS TO PREGNANT WOMEN AND THEIR FAMILIES WHO NEED ASSISTANCE WHILE PREGNANT AND FOR THE FIRST TWO YEARS AFTER DELIVERY. UR STRONG ALSO SUPPORTS DOULA CARE, AN ACTION TOWARDS IMPLEMENTATION TO ADDRESS MCH DISPARITIES. IN FY2023 SPECIFICALLY, UR HOSPITALS ALONG WITH THE MCH-AG ARE ADDRESSING DISPARITIES IN THREE SPECIFIC AREAS. (1) DOULA CARE: UR STRONG SUPPORTS DOULA CARE PARTICULARLY FOR BIRTHING PEOPLE WHO ARE BLACK THROUGH THE BLACK DOULA COLLABORATIVE AND BY CONNECTING WITH HEATLHCONNECT ONE FOR DOULA READI PLANNING AND ACCREDIATION. (2) THE MCH-AG IS DEVELOPING A STANDARDIZED RESOURCE PLATFORM FOR SUPPORT SERVICES INCLUDING THE UR PROGRAMS. THIS PLATFORM WILL BE INCORPORATED IN THE 211 SYSTEM AND BE ACCESSIBLE THROUGH THE EMR AND ALSO BY INDIVIDUAL PATIENTS. (3) UR STRONG FINANCIALLY SUPPORTED METRO COUNCIL FOR TEEN POTENTIAL THROUGH A MINIGRANT PROCESS TO USE SOCIAL MEDIA TO EDUCATE YOUNG PEOPLE IN ROCHESTER ABOUT BIRTH PLANNING. TO ADDRESS THE SECOND PRIORITIZED GOAL OF PROMOTING WELL-BEING TO PREVENT MENTAL AND SUBSTANCE USE DISORDERS, THE HOSPITAL JOINS THE CHIW IN STRENGTHENING OPPORTUNITIES TO BUILD WELL-BEING AND RESILIENCE ACROSS THE LIFESPAN. IN ADDITION, THE HOSPITAL IS WORKING TO FACILITATE SUPPORTIVE ENVIRONMENTS TO PROMOTE RESPECT AND DIGNITY FOR PEOPLE OF ALL AGES. SIX AREAS OF ACTIVITY HAVE BEEN IDENTIFIED TO ADDRESS THESE SPECIFIC GOALS: 1. SUPPORT OLDER ADULTS THROUGH RESOURCE ACCESS AND INTERGENERATIONAL PROGRAMMING, 2. STRENGTHEN ECONOMIC SUPPORTS BY ADVOCATING FOR PROGRAMS AND POLICIES THAT STABILIZE HOUSING AND INCREASE FOOD INSECURITY, 3. AID IN INTEGRATION OF SOCIAL EMOTHIONAL LEARNING TOOLS FOR HOSPITALS AND SCHOOLS, 4. REMOVE STIGMATIZING LANGUAGE AND ADVOCATE FOR POLICIES TO USE THOUGHTFUL MESSAGING AND STIGMA REDUCING LANGUAGE ON MENTAL ILLNESS AND SUBSTANCE USE, 5. COORDINATE AND SUPPORT MENTAL HEALTH FIRST AID TRAINING EFFORTS, AND 6. INTEGRATE AND EXPAND RESILIENCE TRAINING PROGRAMS. SPECIFICALLY, IN FY2023 THE HOSPITAL ALONG WITH THE CHIW IS WORKING IN 3 SPECIFIC AREAS. (1) A SYNERGY MEETING WAS ORGANIZED TO DISCUSS TRANSPORTATION OPTIONS FOR THOSE EXPERIENCING MENTAL HEALTH CRISIS. BEST PRACTICES ARE BEING STUDIED TO CREATE AN EFFECTIVE AND EFFICIENT SYSTEM IN MONROE COUNTY. (2) THROUGH A MINIGRANT PROCESS, THE HOSPITAL SUPPORTING MENTAL HEALTH FIRST AID, TRAINING OVER 50 NEW FACILITATORS. (3) TWO MAJOR GRANT FUNDED PROJECTS ARE FOCUSED ON IMPROVING ASSISTED LIVING CARE FOR THE ELDERLY, INCLUDING THE TRANSORMATIONAL COMMUNITY CARE COORDINATION PROJECT AND THE IMPROVING OLDER ADULTS HEALTH, SAFETY AND ECONOMIC RECOVERY THROUGH COMMUNITY BASED AGING SERVICES AND HEALTHCARE INTEGRATION PROJECT. IMPORTANT IN BOTH IMPROVEMENT STRATEGIES IS THE HOSPITAL'S EQUITY AND ANTIRACISM ACTION PLAN. THIS FIVE-YEAR PLAN IS WORKING TO FACILITATE SUPPORTIVE ENVIRONMENTS THAT INCREASEE POLICY AND PROGRAM INTERVENTIONS THAT PROMOTE INCLUSION, INTEGRATION AND DIVERSITYE. IN 2023, THE OFFICE OF HEALTH EQUITY RESEARCH WAS ESTABLISHED, AND TRACKING ON THE GOALS AND METRICS OF THE PLANS SHOW SIGNIFICANT PROGRESS.. PROGRESS ON THE IMPLEMENTATION STRATEGY IS WIDELY AVAILABLE TO THE PUBLIC AND CAN BE FOUND ON THE SAME WEBSITE AS THE CHNA (https://www.urmc.rochester.edu/community.aspx). ------------------ PARV V, SECTION B, LINE 13B - INCOME LEVEL OTHER THAN FPG CHARITY CARE ASSISTANCE IS GENERALLY AVAILABLE TO INDIVIDUALS WHOSE INCOME IS LESS THAN OR EQUAL TO 400% OF THE FEDERAL POVERTY LEVEL. HOWEVER, PATIENTS WHO EXCEED THE INCOME THRESHOLD WHO HAVE EXHAUSTED THEIR INSURANCE BENEFITS, FACE EXTRAORDINARY MEDICAL COSTS, HAVE FILED FOR BANKRUPTCY OR HAVE OTHER UNIQUE OR EXTENUATING CIRCUMSTANCES MAY BE CONSIDERED FOR CHARITY CARE APPROVAL IN THE HOSPITAL'S SOLE DISCRETION. -------------------- PART V, SECTION B, LINES 16A-C - FINANCIAL ASSISTANCE POLICY AVAILABILITY A COPY OF THE ORGANIZATION'S FINANCIAL ASSISTANCE POLICY, APPLICATION AND PLAIN LANGUAGE SUMMARY CAN BE ACCESSED AT: https://www.urmc.rochester.edu/pay-bill/financial-assistance/ strong-memorial-hospital-financial-assistance.aspx -------------------- PART V, SECTION B, LINE 20E - PRESUMPTIVE ELIGIBILITY PRESUMPTIVE ELIGIBILITY FILES ARE RUN THROUGH PARO/CONNANCE TO DETERMINE WHETHER A PATIENT MAY QUALIFY FOR 100% PRESUMPTIVE FINANCIAL ASSISTANCE PRIOR TO AN EXTERNAL CREDIT AGENCY REFERRAL. -------------------- 10 EASTMAN DENTAL CENTER 625 ELMWOOD AVENUE ROCHESTER NY 14620 OUTPATIENT DENTAL CLINIC UNIVERSITY DENTAL FACULTY GROUP 2400 SOUTH CLINTON AVENUE BLDG H S ROCHESTER NY 14618 OUTPATIENT DENTAL CLINIC EASTMAN DENTAL CENTER 180 SAWGRASS DRIVE ROCHESTER NY 14620 OUTPATIENT DENTAL CLINIC EASTMAN DENTAL CLINIC AT SCHOOL #17 158 ORCHARD ST ROCHESTER NY 14611 OUTPATIENT DENTAL CLINIC EASTMAN DENTAL - DOWNTOWN CLINIC 228 E MAIN ST ROCHESTER NY 14604 OUTPATIENT DENTAL CLINIC EASTMAN DENTAL CENTER 601 ELMWOOD AVE ROCHESTER NY 14642 OUTPATIENT DENTAL CLINIC EDC SMILEMOBILE VANS 625 ELMWOOD AVE ROCHESTER NY 14620 OUTPATIENT DENTAL CLINIC CULVER COMPLEX CARE CENTER 905 CULVER ROAD ROCHESTER NY 14609 OUTPATIENT DENTAL CLINIC EASTMAN DENTAL CENTER 5100 WEST TAFT ROAD LIVERPOOL NY 13088 OUTPATIENT DENTAL CLINIC EASTMAN DENTAL CLINIC AT EAST HIGH SCHL 1801 E MAIN ST ROCHESTER NY 14609 OUTPATIENT DENTAL CLINIC PART I, LINE 7g- SUBSIDIZED HEALTH SERVICES COSTS ATTRIBUTABLE TO A PHYSICIAN CLINIC WERE INCLUDED ON PART I, LINE7G, SUBSIDIZED HEALTH SERVICES, AND INCLUDED TOTAL COMMUNITY BENEFIT EXPENSE OF $ 108,643,574; DIRECT OFFSETTING REVENUE OF $93,990,146; NET COMMUNITY BENEFIT EXPENSE OF $14,653,428. -------------------- PART I, LINE 7- COSTING METHODOLOGY USED THE COSTING METHODOLOGY USED IN CALCULATING THE AMOUNTS REPORTED ON THE LINE 7 TABLE IS BASED ON A COST ACCOUNTING SYSTEM. Consistent with prior years, due to the adoption of accounting pronouncement ASC 606, implicit price concessions are treated as a contra-revenue item on the statement of revenue. -------------------- PART II- DETAIL OF COMMUNITY BUILDING ACTIVITIES UR STRONG HAS SEVERAL INITIATIVES THAT CONTRIBUTE TO COMMUNITY BUILDING ACTIVITIES, NOT ALL OF WHICH ARE RECORDED HERE. IN ADDITION, REVIEW OF A HOSPITAL ASSOCIATION OF NEW YORK STATE (HANYS) ANALYSIS OF THE ECONOMIC AND COMMUNITY BENEFIT OF UR STRONG SHOWS SIGNIFICANT CONTRIBUTIONS TO THE COMMUNITY. IN THE 2023 HANYS REPORT, UR STRONG GENERATED 24,000 JOBS AND $421,000,000 IN TAX DOLLARS. UR SPENDING AND EMPLOYMENT CONTRIBUTES $300 MILLION IN SALES, INCOME, AND PROPERTY TAXES ANNUALLY CONTRIBUTING TO ECONOMIC DEVELOPMENT AND COMMUNITY SUPPORT. THERE ARE SEVERAL HOSPITAL-BASED INITIATIVES THAT WORK TO SUPPORT THE HEALTH OF OUR COMMUNITY THROUGH COMMUNITY HEALTH IMPROVEMENT SERVICES, COMMUNITY BENEFITS OPERATIONS AND CASH/IN-KIND CONTRIBUTIONS (REPORTED IN PART I #7) AND COMMUNITY BUILDING ACTIVITIES (REPORTED IN PART II). IN FY2023, THE LARGEST REPORTED SUBMISSIONS INCLUDE THE CENTER FOR COMMUNITY HEALTH AND PREVENTION (CCHP), PEDIATRIC LINKS TO THE COMMUNITY (PLC), WILMOT CANCER CENTER'S COMMUNITY OUTREACH AND ENGAGEMENT, PSYCHIATRY MENTAL HEALTH PREVENTION INITIATIVES AND HOPE LODGE EACH DESCRIBED BELOW. TO HIGHLIGHT THE IMPORTANCE OF THE COMMUNITY HEALTH MISSION, THE URMC FINANCIALLY SUPPORTS THE CENTER FOR COMMUNITY HEALTH AND PREVENTION (CCHP) WHICH WAS ESTABLISHED IN 2006 AS THE LINK BETWEEN THE COMMUNITY AND THE UNIVERSITY. THE CCHP MISSION IS TO JOIN FORCES WITH THE COMMUNITY TO PROMOTE HEALTH EQUITY; IMPROVE HEALTH THROUGH RESEARCH, EDUCATION, SERVICES, AND POLICY; AND ESTABLISH LOCAL AND NATIONAL MODELS FOR PREVENTION AND COMMUNITY ENGAGEMENT. THROUGH DISEASE PREVENTION AND HEALTHY LIVING PROGRAMS, RESEARCH, EDUCATION, AND POLICY THE CCHP WORKS TO CREATE ENVIRONMENTS THAT SUPPORT HEALTHY BEHAVIORS AIMED AT PREVENTING DISEASE AND CREATING A HEALTHIER COMMUNITY. THE CCHP ALSO HOUSES THE INFRASTRUCTURE FOR THE C. DIFFICILE PREVENTION COLLABORATION. PEDIATRIC LINKS WITH THE COMMUNITY (PLC) IS HOUSED IN THE HOEKELMAN CENTER AND HAS TRAINED CLOSE TO 950 FIRST-YEAR RESIDENTS FROM PEDIATRICS, MEDICINE-PEDIATRICS, AND FAMILY MEDICINE, AND MEDICAL STUDENTS. DURING THIS TWO-WEEK ROTATION, RESIDENTS AND STUDENTS LEARN FIRST-HAND ABOUT CRITICAL FACTORS AFFECTING CHILD HEALTH, WHILE INTERACTING WITH MEDICAL AND NON-MEDICAL PROVIDERS AT VARIOUS COMMUNITY-BASED ORGANIZATIONS AND PROGRAMS. THIS PROGRAM PROMOTES THE HEALTH OF THE COMMUNITY BY HAVING STUDENTS CONTRIBUTE TO THE COMMUNITY-BASED ORGANIZATIONS WITH THEIR MEDICAL TALENTS, WHILE ALSO LEARNING TO BECOME BETTER MORE EMPATHETIC PROVIDERS TO SERVE THEIR COMMUNITY IN THE FUTURE. THE WILMOT CANCER INSTITUTE HOUSES THE COMMUNITY OUTREACH & ENGAGEMENT (COE) CENTER WHICH WORKS TO REDUCE THE BURDEN OF CANCER, PARTICULARLY IN UNDERSERVED AND UNDERSTUDIED PEOPLE, BY COLLABORATING WITH COMMUNITIES TO BETTER UNDERSTAND AND RESOLVE CANCER DISPARITIES. THE COE ASSISTS WILMOT RESEARCHERS AND URMC STAFF AND COMMUNITY MEMBERS WITH A VARIETY OF CANCER-RELATED SERVICES INCLUDING COMMUNITY-DRIVEN RESEARCH PROJECTS, OUTREACH ACTIVITIES, DISSEMINATION OF PROGRAMS AND TRANSLATION SERVICES. THE URMC DEPARTMENT OF PSYCHIATRY HAS MANY COMMUNITY ENGAGED INITIATIVES TO SUPPORT MENTAL HEALTH IN THE GREATER ROCHESTER AREA AND BEYOND. THE DEPARTMENT AIMS TO ADVOCATE FOR AND DELIVER ACCESSIBLE, QUALITY BEHAVIORAL HEALTH SERVICE, ASSIST MEDICAL CARE OF THE PSYCHIATRICALLY VULNERABLE POPULATION AND ENHANCE ONGOING EDUCATIONAL AND RESEARCH PARTNERSHIPS WITH LOCAL COMMUNITY ORGANIZATIONS IN THE GREATER ROCHESTER AREA. OF NOTE IS THE ECHO PROJECTS WHICH PROVIDES EDUCATION AND SUPPORT TO SEVERAL SPECIFIC VULNERABLE POPULATIONS THROUGHOUT THE COMMUNITY, AND THE HEAL PROGRAM (HEALING THROUGH HEALTH, EDUCATION, ADVOCACY AND LAW) WHICH PROVIDES MENTAL HEALTH, LEGAL AND SOCIAL SERVICES TO ADULTS IN NEED. URMC SUPPORTS THE AMERICAN CANCER SOCIETY HOPE LODGE PROGRAM WHICH PROVIDES A FREE HOME AWAY FROM HOME FOR CANCER PATIENTS AND THEIR CAREGIVERS. GUESTS SHARE MEALS, CAN JOIN ACTIVITIES AND HAVE THEIR OWN PRIVATE ROOM. COMMUNITY BUILDING IS EVIDENT THROUGHOUT THE HOSPITAL DEPARTMENTS THROUGH SEVERAL INITIATIVES. OF NOTE, THE STRUCTURAL RACISM IN HEALTHCARE RESEARCH COURSE IS A FREE COURSE OFFERED TO COMMUNITY THROUGH THE UR CTSI AND THE CCHP. THE COURSE EXPLORES HOW THE HISTORY OF RACISM HAS SHAPED THE RELATIONSHIP BETWEEN DOCTORS/RESEARCHERS AND PATIENTS/PARTICIPANTS WHO ARE BLACK, INDIGENOUS AND PEOPLE OF COLOR (BIPOC). THE COMMUNITY-BASED PARTICIPATORY RESEARCH TRAINING PROGRAM IS A FREE COURSE FOR RESEARCHERS AND COMMUNITY MEMBERS TO LEARN HOW TO WORK TOGETHER TO RESPECT THE TALENTS AND STRENGTHS OF BOTH. SPEECH PATHOLOGY HAS SEVERAL COMMUNITY OUTREACH PROGRAMS AND RUNS THE LOUD CROWD, A FREE GROUP THERAPY APPROACH TO HELP INDIVIDUALS WITH PARKINSON'S DISEASE. THE OPHTHALMOLOGY DEPARTMENT HAS A MINORITY MENTORSHIP PROGRAM TO INCREASE DIVERSITY IN THE FIELD BY HELPING UNDERREPRESENTED IN MEDICINE STUDENTS BECOME COMPETITIVE OPHTHALMOLOGY RESIDENCY APPLICANTS. -------------------- PART III, SECTION A, LINE 2- IMPLICIT PRICE CONCESSIONS/BAD DEBT EXPENSE THE COSTING METHODOLOGY USED IN DETERMINING THE AMOUNTS REPORTED ON LINES 2 AND 3 IS BASED ON ACTUAL CHARGES WRITTEN OFF (AMOUNTS THAT ARE DEEMED TO BE UNCOLLECTIBLE AND RECORDED AS IMPLICIT PRICE CONCESSIONS UNDER ACCOUNTING PRONOUNCEMENT ASC 606). -------------------- PART III, SECTION A, LINE 4- IMPLICIT PRICE CONCESSION FOOTNOTE THE TEXT OF THE IMPLICIT PRICE CONCESSION (BAD DEBT EXPENSE) FOOTNOTE FOR THE UNIVERSITY CAN BE FOUND ON PAGE 17 (ITEM W) OF THE ELECTRONICALLY ATTACHED AUDITED FINANCIAL STATEMENTS. -------------------- PART III, SECTION B, LINE 8- COSTING METHODOLOGY, MEDICARE SHORTFALL THE COSTING METHODOLOGY USED IN DETERMINING THE AMOUNT REPORTED ON LINE 6 IS BASED ON REPORTS PRODUCED FROM THE HOSPITAL'S DECISION SUPPORT SYSTEM FOR THE YEAR. CONSISTENT WITH THE CHARITABLE HEALTHCARE MISSION OF THE HOSPITAL AND THE COMMUNITY BENEFIT STANDARD SET FORTH IN IRS REVENUE RULING 69-545, THE HOSPITAL PROVIDES CARE FOR ALL PATIENTS COVERED BY MEDICARE SEEKING MEDICAL CARE. SUCH CARE IS PROVIDED REGARDLESS OF WHETHER THE REIMBURSEMENT PROVIDED FOR SUCH SERVICES MEETS OR EXCEEDS THE COSTS INCURRED BY THE HOSPITAL TO PROVIDE SUCH SERVICES. AS A RESULT, THE HOSPITAL VIEWS ANY SHORTFALL REPORTED IN LINE 7 AS AN ADDITIONAL ITEM OF COMMUNITY BENEFIT PROVIDED BY THE ORGANIZATION. -------------------- PART III, SECTION C, LINE 9b- COLLECTION PRACTICES FINANCIAL ASSISTANCE PROGRAM MISSION/PURPOSE/PREAMBLE: STRONG MEMORIAL HOSPITAL IMPROVES HEALTH THROUGH CARING, DISCOVERY, TEACHING AND LEARNING. WE PROVIDE EXCELLENT AND COMPASSIONATE CARE AND RESPONSIVE SERVICE. AS WE SEEK TO UNDERSTAND AND FULLY MEET OUR PATIENTS' CURRENT AND FUTURE NEEDS AND EXPECTATIONS, WE RECOGNIZE OUR RESPONSIBILITY TO PRUDENTLY USE THE SCARCE RESOURCES ENTRUSTED TO US. LAWS, REGULATIONS, CATASTROPHIC ILLNESSES AND THE RISING COSTS OF NEW TECHNOLOGY HAVE CREATED A CATEGORY OF PATIENTS WHO ARE EITHER UNINSURED OR UNDERINSURED. THIS CHARITY CARE PROGRAM HAS BEEN DEVELOPED TO HELP THE HOSPITAL MEET THE NEEDS OF THESE PATIENTS AND, CONCURRENTLY, MAINTAIN THE FINANCIAL VIABILITY OF THE HOSPITAL FOR FUTURE GENERATIONS. THIS CHARITY CARE POLICY EXPLAINS HOW THE HOSPITAL ASSISTS PATIENTS WHO CANNOT PAY FOR PART OR ALL OF THE ESSENTIAL MEDICAL CARE THEY RECEIVE. PRINCIPLES: STRONG MEMORIAL HOSPITAL PROACTIVELY CONVEYS INFORMATION ABOUT THIS CHARITY CARE POLICY TO PATIENTS AND THEIR FAMILIES. - WE BELIEVE THAT FEAR OF A HOSPITAL BILL SHOULD NEVER GET IN THE WAY OF ESSENTIAL HEALTH SERVICES. THE PROVISION OF URGENT OR EMERGENT HEALTHCARE IS NEVER DELAYED PENDING A FINANCIAL ASSISTANCE DETERMINATION. SIGNS ANNOUNCING THE CHARITY CARE PROGRAM ARE POSTED IN THE HOSPITAL (E.G. EMERGENCY DEPARTMENT, ADMITTING OFFICE) TO PROACTIVELY CONVEY THIS MESSAGE TO PROSPECTIVE PATIENTS AND THE PUBLIC IN GENERAL. - WE MAINTAIN FINANCIAL AID POLICIES THAT ARE CONSISTENT WITH THE MISSION, VALUES AND CAPACITY OF THE HOSPITAL AND THAT TAKE INTO ACCOUNT EACH INDIVIDUAL'S ABILITY TO CONTRIBUTE TO THE COST OF HIS OR HER CARE. - WE COMMUNICATE THE AVAILABILITY OF FINANCIAL AID IN A MANNER THAT IS CLEAR, UNDERSTANDABLE, SENSITIVE TO THE PATIENT'S DIGNITY, AND IN MULTIPLE LANGUAGES. A NOTICE IS AVAILABLE AT REGISTRATION SITES THAT INFORMS PATIENTS OF THIS PROGRAM AND PROVIDES THE PHONE NUMBER TO CALL TO OBTAIN MORE INFORMATION AND TO APPLY FOR THIS PROGRAM. DESIGNATED STAFF ARE PROVIDED DETAILED TRAINING SO THAT THEY CAN PROVIDE INFORMATION AND ANSWER QUESTIONS ABOUT THE CHARITY CARE PROGRAM. INFORMATION IS GENERALLY AVAILABLE IN BOTH ENGLISH AND SPANISH. WHEN REQUESTED, IT WILL ALSO BE MADE AVAILABLE IN OTHER LANGUAGES. - INFORMATION REGARDING OUR CHARITY CARE PROGRAM IS ALSO AVAILABLE ON THE URMC WEBSITE. - WE IMPLEMENT FINANCIAL AID PROCEDURES THAT ARE CONSUMER-FRIENDLY, RESPECTFUL, AND CONFIDENTIAL, AS WELL AS DEBT COLLECTION POLICIES THAT REFLECT THE MISSION AND VALUES OF THIS HOSPITAL. - WE WORK WITH GOVERNMENT, PAYERS, BUSINESS, CONSUMER GROUPS AND OTHERS TO ADDRESS THE UNDERLYING PROBLEM THAT TOO MANY NEW YORKERS LACK HEALTH INSURANCE. GENERAL GUIDELINES: AS PART OF FINANCIAL PLANNING ASSISTANCE, WE PROVIDE PATIENTS, AND/OR THEIR LEGAL REPRESENTATIVE, WITH INFORMATION ABOUT THE CRITERIA THAT MUST BE MET IN ORDER TO OBTAIN MEDICAID, MEDICARE, OR OTHER HEALTH INSURANCES. PATIENTS ARE ASSISTED IN MAKING APPLICATIONS FOR ANY OF THESE INSURANCES OR DISCOUNTED FEE PLANS. PATIENTS ARE EXPECTED TO PARTICIPATE FULLY IN ALL EFFORTS TO OBTAIN ANY INSURANCE FOR WHICH THEY MAY QUALIFY. UNDER CERTAIN CIRCUMSTANCES, AS DETERMINED BY THE FINANCIAL CASE MANAGERS OR OTHER HOSPITAL SENIOR ADMINISTRATORS. APPLICATIONS FOR MEDICAID, MEDICARE OR OTHER INSURANCE PROGRAMS MAY BE WAIVED WHEN DEEMED UNNECESSARY. IF AVAILABLE INSURANCE BENEFITS ARE NOT SUFFICIENT TO COVER THE COST OF THEIR CARE, PATIENTS MAY THEN APPLY FOR ASSISTANCE FROM THE CHARITY CARE PROGRAM. CHARITY CARE APPLICATIONS MUST BE COMPLETED AND RETURNED TO THE HOSPITAL WITH THE REQUESTED INCOME DOCUMENTATION. PATIENTS WILL NOT RECEIVE CHARITY CARE ASSISTANCE IF THEY (A) DO NOT COMPLETE THE APPLICATION PROCESS FOR MEDICAID OR OTHER INSURANCE FOR WHICH THEY MAY QUALIFY, (B) ELECT NOT TO MAKE APPLICATION FOR CHARITY CARE, OR (C) HAVE ADEQUATE RESOURCES OR INCOME TO PAY PRIVATELY FOR THEIR CARE. IN THESE SITUATIONS, THEY WILL REMAIN FINANCIALLY RESPONSIBLE FOR FULL PAYMENT OF THEIR HOSPITAL BILLS. CHARITY CARE ASSISTANCE IS AVAILABLE FOR PATIENTS WHO RESIDE IN NEW YORK STATE AND RECEIVE EMERGENCY HOSPITAL SERVICES, INCLUDING EMERGENCY TRANSFERS, AND TO PATIENTS WHO RESIDE IN STRONG MEMORIAL HOSPITAL'S PRIMARY SERVICE AREA IN NEW YORK STATE WHO RECEIVE SERVICES IN DESIGNATED STRONG MEMORIAL HOSPITAL PROGRAMS, INCLUDING MOST INPATIENT AND OUTPATIENT SERVICES. IN ADDITION, THE HOSPITAL MAY, IN ITS DISCRETION, GRANT CHARITY CARE TO INDIVIDUALS WHO RESIDE OUTSIDE OF NEW YORK STATE. CHARITY CARE ASSISTANCE DOES NOT COVER MEDICALLY UNNECESSARY CARE, COSMETIC ALTERATION, TELEPHONE, TELEVISION AND PRIVATE ROOM CHARGES. IT DOES NOT COVER SERVICES GENERATED BY AN INSURED PATIENT WHO CHOOSES TO RECEIVE CARE AT AN OUT-OF NETWORK HOSPITAL, OR WHO FAILS TO COMPLY WITH INSURANCE POLICY REQUIREMENTS (E.G. UNAUTHORIZED SERVICES) NOR DOES IT APPLY TO NON-RESIDENT ALIENS (UNLESS APPROVED IN ADVANCE OF CARE BEING PROVIDED), TO DRUGS NOT ADMINISTERED IN THE HOSPITAL, TO TRANSPORTATION FURNISHED BY THIRD PARTY VENDORS, OR TO CARE, SERVICES, DRUGS OR SUPPLIES FOR THE PURPOSE OF GENDER CHANGE PROCEDURE. SPECIFIC QUESTIONS ABOUT SERVICES THAT ARE NOT COVERED SHOULD BE DIRECTED TO THE PATIENT ACCOUNTS MANAGER OR THEIR DELEGATE. FINANCIAL GUIDELINES: FINANCIAL AID IS INTENDED TO ASSIST THOSE INDIVIDUALS WHO CANNOT AFFORD TO PAY IN PART OR IN FULL FOR THEIR CARE. IT SHOULD TAKE INTO ACCOUNT EACH INDIVIDUAL'S ABILITY TO CONTRIBUTE TO THE COST OF HIS OR HER CARE. HOSPITAL FINANCIAL AID SHOULD NOT BE VIEWED AS A SUBSTITUTE FOR EMPLOYER-SPONSORED OR INDIVIDUALLY PURCHASED INSURANCE. PATIENTS WITHOUT INSURANCE AND WITH INCOME THAT WOULD QUALIFY THEM FOR THE CHARITY CARE PROGRAM BUT ALSO HAVE SUBSTANTIAL RESOURCES (OTHER THAN TAX-DEFERRED OR COMPARABLE RETIREMENT SAVINGS OR COLLEGE SAVINGS ACCOUNTS) MAY BE EXPECTED TO PAY PART OF THEIR BILLS(S). CHARITY CARE ASSISTANCE IS GENERALLY AVAILABLE TO INDIVIDUALS WHOSE INCOME IS LESS THAN OR EQUAL TO 400% OF THE FEDERAL POVERTY LEVEL. HOWEVER, PATIENTS WHO HAVE EXHAUSTED THEIR INSURANCE BENEFITS, EXCEEDED FINANCIAL ELIGIBILITY CRITERIA, FACE EXTRAORDINARY MEDICAL COSTS, OR WHO HAVE OTHER UNIQUE CIRCUMSTANCES MAY BE CONSIDERED FOR CHARITY CARE APPROVAL IN THE HOSPITAL'S SOLE DISCRETION. WHILE APPLICATION FOR MEDICAID OR OTHER INSURANCE IS USUALLY REQUIRED, THE HOSPITAL MAY, AT ITS SOLE DISCRETION, IN APPROPRIATE CASES, ALSO CONSIDER PATIENTS FOR CHARITY CARE WHEN THEY MEET THE FINANCIAL CRITERIA OF THIS PROGRAM, BUT HAVE NOT SATISFACTORILY COMPLETED ALL THE REQUIREMENTS OF THE CHARITY CARE APPLICATION PROCESS. THIS MAY INCLUDE PATIENTS WHO HAVE BEEN SANCTIONED BY MEDICAID, HAVE FILED BANKRUPTCY OR APPEAR TO BE ELIGIBLE FOR CHARITY CARE ASSISTANCE BASED ON AVAILABLE INFORMATION. ELIGIBILITY DETERMINATIONS IN COMPLEX CASE CIRCUMSTANCES WILL BE MADE AFTER CONSIDERATION BY THE CHARITY CARE REVIEW TEAM THAT INCLUDES THE CHARITY CARE OFFICER, FINANCIAL CASE MANAGER AND/OR THEIR MANAGERS, OR MAY BE MADE BY SENIOR HOSPITAL ADMINISTRATORS. THE AMOUNT OF THE DISCOUNT AFFORDED TO QUALIFIED CHARITY CARE PATIENTS WILL BE DETERMINED THROUGH ASSESSMENT OF THE RESPONSIBLE PARTY'S ANNUAL HOUSEHOLD INCOME AND THE NUMBER OF PEOPLE IN THE HOME, AS A PERCENTAGE OF THE FEDERAL POVERTY GUIDELINE AMOUNTS FOR SAME SIZE HOUSEHOLDS. THE FINANCIAL GUIDELINES WILL BE UPDATED ANNUALLY IN CONJUNCTION WITH THE FEDERAL POVERTY UPDATES PUBLISHED BY CMS. PATIENTS MAY RECEIVE FULL OR PARTIAL DISCOUNT FROM THE COST OF CARE, DEPENDING ON THE PERCENTAGE OF THE GUIDELINES MATCHED BY THE PATIENT'S HOUSEHOLD INCOME. ANY BILL AMOUNT REMAINING AFTER APPLICATION OF A PARTIAL CHARITY CARE DISCOUNT IS THE RESPONSIBILITY OF THE PATIENT. THE AMOUNT AN APPROVED CHARITY CARE PATIENT WILL GENERALLY BE EXPECTED TO PAY FOR SERVICES COVERED BY THE POLICY WILL BE LIMITED TO THE LOWER OF THE AMOUNT THAT THE HOSPITAL WOULD HAVE RECEIVED FOR THE SAME SERVICE UNDER MEDICARE PARTS A AND B,(INCLUDING COINSURANCE, CO-PAYMENTS AND DEDUCTIBLES) OR THE USUAL AND CUSTOMARY CHARGES. THE PATIENT WILL BE ASSISTED BY THE HOSPITAL IN MAKING ARRANGEMENTS TO SATISFY ANY BALANCE REMAINING ON THE ACCOUNT(S) AFTER THE APPLICATION OF THE APPROPRIATE CHARITY CARE DISCOUNT BY USE OF A PAYMENT PLAN. THE MONTHLY PAYMENTS UNDER SUCH PLANS SHALL NOT EXCEED TEN PERCENT (10%) OF THE ELIGIBLE PATIENT'S GROSS MONTHLY INCOME. THE RATE OF INTEREST ON UNPAID BALANCES SHALL NOT EXCEED THE US TREASURY RATE FOR 90 DAY SECURITIES PLUS 0.5%. HOSPITAL PATIENT FINANCIAL AID STATUTE DISCOUNTING REQUIREMENTS DISCOUNT / GROSS INCOME AS % OF FEDERAL POVERTY LEVEL 100% / UP TO 200% 80% / BETWEEN 201-250% 60% / BETWEEN 251-300% 40% / BETWEEN 301-350% 20% / BETWEEN 351-400% 0% / OVER 401% PROCESS: APPLICATIONS WILL BE ACCEPTED IMMEDIATELY BEFORE, DURING OR AFTER CARE IS PROVIDED. THE HOSPITAL WILL STRIVE TO ASSIST PATIENTS RECEIVING HIGH-COST SERVICES AS THEY OCCUR. PATIENTS MAY BE APPROVED FOR CHARITY CARE ON AN ACCOUNT-BY-ACCOUNT BASIS OR FOR A PERIOD OF TIME (FOR A COURSE OF TREATMENT). FU PART VI, LINE 2- NEEDS ASSESSMENT STRONG MEMORIAL HOSPITAL ASSESSES THE HEALTH CARE NEEDS OF THE COMMUNITY AS PART OF CONTINUOUS QUALITY IMPROVEMENT IN MANY OF ITS INTIATIVES. NEEDS ASSESSMENT OCCURS MOST FORMALLY THROUGH THE CHNA PROCESS IN COLLABORATION WITH THE MEMBERS OF THE COMMUNITY HEALTH IMPROVEMENT WORKGROUP (CHIW) AS WELL AS SEVERAL ADDITION COMMUNITY MEMBERS, ORGANIZATIONS AND ASSOCIATIONS. WITH THE INPUT OF THE MONROE COUNTY DEPARTMENT OF PUBLIC HEALTH (MCDPH), SEVERAL DATA SOURCES ARE REVIEWED, PRIMARILY NATALITY AND MORTALITY DATA, HOSPITALIZATION DATA THROUGH THE STATEWIDE PLANNING AND RESEARCH COOPERATIVE SYSTEMS (SPARCS) FILES, DISEASE AND SPECIFIC CONDITION DATA, AND THE NY STATE PREVENTION AGENDA DASHBOARD DATA. SEVERAL REPORTS ARE CONDUCTED PERIODICALLY BY COMMON GROUND HEALTH INCLUDING THE HEALTH EQUITY CHARTBOOK AND THE MONROE COUNTY HEALTH PROFILES, AND BY THE MCDPH INCLUDING THE YOUTH RISK BEHAVIOR SURVEY REPORT AND CHRONIC DISEASES IN MONROE COUNTY REPORT. THESE REPORTS INFORM THE HOSPITAL OF THE HEALTH CARE NEEDS OF THE COMMUNITY. URMC COMMUNICATES FREQUENTLY WITH COMMUNITY PARTNERS TO ASSESS THE NEEDS OF ITS POPULATION. ONE SUCH PARTNER IS COMMON GROUND HEALTH, THE REGIONAL HEALTH PLANNING AGENCY, WHICH REPORTS FREQUENTLY ON REGIONAL HEALTH MEASURES, DECIDED ON BY A COMMUNITY ADVISORY GROUP. REGIONAL HEALTH MEASURES ARE UPDATED FREQUENTLY AND INCLUDE COMMUNITY, CLINICAL AND BEHAVIORAL INDICATORS. IN ADDITION, COMMON GROUND HEALTH COMPLETED THE 2022 MONROE COUNTY HEALTH PROFILE SUMMARIZING THE HEALTH OF THE PRIMARY CATCHMENT AREA OF UR STRONG. IN ADDITION, COMMON GROUND RELEASED "OVERLOADED: THE HEAVY TOOL OF POVERTY ON OUR REGIONS HEALTH". IN 2019, COMMON GROUND HEALTH CONDUCTED AN EXTENSIVE SURVEY OF THE COMMUNITY THAT STRONG HOSPITAL SERVES CALLED THE 'MY HEALTH STORY' SURVEY. RESULTS OF THE SURVEY WERE USED TO INFORM THE CHNA, AND WILL CONTINUE TO BE USED AS REPEATED IN THE FUTURE. IN ADDITION, COMMUNITY INPUT IS PERIODICALLY SOUGHT FROM MONROE COUNTY RESIDENTS, THE AFRICAN AMERICAN HEALTH COALITION AND THE LATINO HEALTH COALITION. PROGRAM SPECIFIC NEEDS ASSESSMENTS ARE CONDUCTED AS NECESSARY TO ENSURE THE SUCCESS AMONG THE TARGET POPULATION FOR INDIVIDUAL INTERVENTIONS, FOR EXAMPLE, THE UR WELL STUDENT RUN CLINICS OFTEN ASSESS THE NEEDS OF THEIR CLIENTS IN ORDER TO IMPROVE SERVICES DELIVERED. THE WILMOT CANCER INSTITUTE HAS A COMMUNITY OUTREACH AND ENGAGEMENT DEPARTMENT TO COLLABORATE WITH COMMUNITIES TO BETTER UNDERSTAND NEED AND RESOLVE CANCER DISPARITIES. THE DEPARTMENT IS MAKING A DIFFERENCE BY BRINGING THE LATEST AND GREATEST SCIENCE HAS TO OFFER WHEN IT COMES TO THE PREVENTION, TREATMENT, AND CURE OF CANCER TO THOSE WHO NEED IT MOST. THE MEDICAL CENTER PROVIDES SALARY SUPPORT FOR FACULTY AND STAFF TO CONTRIBUTE TO THEIR ACADEMIC AND CLINICAL EXPERTISE TO HELP IDENTIFY AND IMPLEMENT THE MOST EFFECTIVE INTERVENTIONS ON THE HEALTH PRIORITY NEEDS. THE CENTER FOR COMMUNITY HEALTH AND PREVENTION (CCHP) WAS ESTABLISHED IN 2006 AS THE LINK BETWEEN THE COMMUNITY AND THE UNIVERSITY. AS PART OF THAT LINK, THE CENTERS FACULTY AND STAFF ARE FREQUENTLY ENGAGED WITH THE COMMUNITY FOR PROGRAMS, MEETINGS, INFORMATION SHARING AND RESEARCH. THE COMMUNICABLE DISEASE SECTION OF THE CCHP MONITORS INFECTIOUS DISEASE PREVALENCE AND TRENDS FOR OUR COMMUNITY AND SHARES DATA BOTH LOCALLY AND NATIONALLY. THE CANCER PREVENTION SECTION IN THE CCHP FOLLOWS TRENDS IN CANCER RATES AS WELL AS SCREENING RATES. FACULTY AND STAFF FROM WITHIN THE CCHP AS WELL AS AROUND THE INSTITUTION FREQUENTLY ATTEND COMMUNITY MEETINGS AND EVENTS TO GAUGE THE NEEDS OF COMMUNITY MEMBERS. IN ADDITION, THE CCHP SUPPORTS THE COMMUNITY ADVISORY COUNCIL (CAC), A LARGE COLLABORATIVE OF COMMUNITY LEADERS THAT INFORMS THE UNIVERSITY ABOUT ON-GOING AND EMERGING CONCERNS. THE COMMUNITY ADVISORY COUNCIL (CAC) WAS CREATED IN 2006 TO REPRESENT THE VOICE OF THE COMMUNITY AND TO GUIDE AND SUPPORT THE MISSION OF THE URMC. THE THIRTY-NINE MEMBER CAC REPRESENTS TWENTY-ONE COMMUNITY-BASED ORGANIZATIONS, INCLUDING HEALTH AND SOCIAL SERVICE AGENCIES, THE FAITH COMMUNITY, LOCAL GOVERNMENT, THE CITY SCHOOL DISTRICT AND MEDIA. A PRIMARY FUNCTION OF THE CAC IS TO STRENGTHEN URMC-COMMUNITY PARTNERSHIPS WITH A MUTUAL GOAL TO REDUCE INEQUALITIES AND IMPROVE ACCESS TO HEALTH CARE AND SERVICES. THE CAC MEETS AT LEAST QUARTERLY IN EXTENSIVE DIALOGUE AROUND COMMUNITY NEEDS. THE GOVERNMENT AND COMMUNITY RELATIONS OFFICE OF THE UNIVERSITY OF ROCHESTER IS ALSO ENGAGED WITH THE COMMUNITY AND IS ACTIVELY INVOLVED WITH SEVERAL COMMUNITY GROUPS THAT INFORM THE NEEDS OF THE COMMUNITY. -------------------- PART VI, LINE 3- PATIENT EDUCATION OF ELIGIBILITY FOR ASSISTANCE INFORMATION ABOUT THE AVAILABILITY OF FINANCIAL ASSISTANCE IS POSTED IN ALL AREAS OF THE FACILITY AND ITS OFF-SITE LOCATIONS. CHARITY CARE INFORMATION IS POSTED IN INPATIENT AND OUTPATIENT REGISTRATION AREAS; THE EMERGENCY DEPARTMENT; ADMITTING; AND ALL PRIMARY CARE SITES. PRINTED INFORMATION ABOUT CHARITY CARE ASSISTANCE IS ALSO PROVIDED WITH DISCHARGE MATERIALS WHEN IT HAS BEEN DETERMINED THAT A PATIENT IS IN FINANCIAL NEED. OUR CHARITY CARE POLICY IS ON-LINE AS WELL, ON THE HOSPITAL WEBSITE. AS PART OF FINANCIAL PLANNING ASSISTANCE, WE PROVIDE PATIENTS, OR THEIR LEGAL REPRESENTATIVE, WITH INFORMATION ABOUT THE CRITERIA THAT MUST BE MET IN ORDER TO OBTAIN MEDICAID, MEDICARE, OR OTHER HEALTH INSURANCES. PATIENTS ARE ASSISTED IN MAKING APPLICATIONS FOR ANY OF THESE INSURANCES OR IS COUNTED FEE PLANS. PATIENTS ARE EXPECTED TO PARTICIPATE FULLY IN ALL EFFORTS TO OBTAIN ANY INSURANCE FOR WHICH THEY MAY QUALIFY. UNDER CERTAIN CIRCUMSTANCES, AS DETERMINED BY THE FINANCIAL CASE MANAGERS OR OTHER HOSPITAL SENIOR ADMINISTRATORS, APPLICATIONS FOR MEDICAID, MEDICARE OR OTHER INSURANCE PROGRAMS MAY BE WAIVED WHEN DEEMED UNNECESSARY. IF AVAILABLE INSURANCE BENEFITS ARE NOT SUFFICIENT TO COVER THE COST OF THEIR CARE, PATIENTS MAY THEN APPLY FOR ASSISTANCE FROM THE CHARITY CARE PROGRAM. -------------------- PART VI, LINE 4- COMMUNITY INFORMATION UR STRONG SERVES PRIMARILY RESIDENTS FROM MONROE COUNTY. MONROE COUNTY IS LOCATED IN WESTERN NEW YORK, CENTERED AROUND THE CITY OF ROCHESTER, WITH 19 SUBURBAN AND RURAL TOWNS. THE US CENSUS BUREAU POPULATION ESTIMATE FOR MONROE COUNTY IN 2020 IS 759,443 PERSONS, WHICH REPRESENTS AN INCREASE FROM THE 2010 CENSUS FIGURE OF 744,344 AND MAKES MONROE COUNTY THE 9TH MOST POPULATED COUNTY IN NEW YORK STATE. THE ESTIMATE FOR THE CITY OF ROCHESTER POPULATION IS 210,606 (2021). THE AVERAGE HOUSEHOLD SIZE IN MONROE COUNTY (2018-2022) IS 2.32 PERSONS. ACCORDING TO THE 2023 POPULATION ESTIMATES THE POPULATION AGED 5 OR YOUNGER IS 5.1% AND THE AGE 65 AND OVER MAKES UP 18.9%. MONROE COUNTY IS PREDOMINANTLY WHITE WITH 76% OF THE POPULATION IDENTIFYING AS WHITE NON-HISPANIC, 16.6% IDENTIFYING AS BLACK NON-HISPANIC AND 3.9% AS ASIAN NON-HISPANIC, WITH A HISPANIC POPULATION OF 9.9%. MOST BLACK AND HISPANIC RESIDENTS OF MONROE COUNTY RESIDE WITHIN THE CITY OF ROCHESTER. THE LATINO COMMUNITY, MOSTLY OF PUERTO RICAN DESCENT, IS THE FASTEST GROWING SEGMENT OF THE ROCHESTER POPULATION. THE ECONOMY OF MONROE COUNTY EMPLOYS 330K PEOPLE (2021). THE LARGEST INDUSTRIES IN MONROE COUNTY ARE HEALTH CARE & SOCIAL ASSISTANCE (64,383 PEOPLE), EDUCATIONAL SERVICES (54,388 PEOPLE), AND MANUFACTURING (41,312 PEOPLE). ALTHOUGH THE MEDIAN HOUSEHOLD INCOME FOR THE COUNTY IS $71,450 (2018-2022), 13.9% OF HOUSEHOLDS LIVE BELOW THE POVERTY LINE. ROCHESTER NOW RANKS THIRD IN OVERALL POVERTY AMONG THE TOP 75 METROPOLITAN AREAS IN THE UNITED STATES, AND WORST IN CHILD POVERY WITH MORE THAN 50% OF CHILDREN IN ROCHESTER LIVING IN POVERTY, THE HIGHEST FOR ANY COMPARABLY SIZED CITY IN THE US. ONE DISTINCT CHARACTERISTIC OF MONROE COUNTY IS THE SIZE OF THE DEAF POPULATION; AN ESTIMATED 10,000-15,000 PRIMARY AMERICAN SIGN LANGUAGE (ASL) USERS. THE DEAF POPULATION IS HETEROGENEOUS AND COMPLEX, DIFFERENTIATED ALONG LINES OF EDUCATIONAL BACKGROUND, ASL FLUENCY, AGE OF ONSET OF DEAFNESS, AS WELL AS RACE AND ETHNICITY. RACIAL AND ETHNIC DISPARITIES WITHIN THIS GROUP, WHILE LIKELY, HAVE NOT BEEN WELL-DOCUMENTED. MONROE COUNTY HAS A PLETHORA OF EXISTING FACILITIES AND RESOURCES WITHIN THE COMMUNITY. SPECIFICALLY, MONROE COUNTY ENJOYS PRODUCTIVE COLLABORATION AMONG ITS HOSPITAL SYSTEMS INCLUDING UNIVERSITY OF ROCHESTER'S STRONG MEMORIAL HOSPITAL AND HIGHLAND HOSPITAL, AND ROCHESTER REGIONAL HEALTH'S ROCHESTER GENERAL AND UNITY HOSPITAL. IN ADDITION TO THE HEALTH SYSTEMS, THERE IS A ROBUST MONROE COUNTY DEPARTMENT OF PUBLIC HEALTH, A REGIONAL PLANNING AGENCY COMMON GROUND HEALTH, AND MANY RELEVANT COMMUNITY INITIATIVES. FURTHER DETAILS REGARDING THE ROCHESTER COMMUNITY, INCLUDING DESCRIPTIONS OF THE HOSPITALS AND COMMUNITY BASED ORGANIZATIONS AND INITIATIVES, CAN BE FOUND IN THE COMPLETE COMMUNITY HEALTH NEEDS ASSESSMENT. -------------------- PART VI, LINE 5- PROMOTION OF COMMUNITY HEALTH THE UR AND AFFILIATED HOSPITALS FURTHER THEIR EXEMPT PURPOSE BY PROMOTING THE HEALTH OF THE COMMUNITY THROUGH THE MEDICAL STAFF, COMMUNITY BOARD, HEALTH IMPROVEMENT PROGRAMS AND USE OF SURPLUS FUNDS, ALL DESCRIBED BELOW. THE MEDICAL STAFF AND COMMUNITY BOARD PLAY AN IMPORTANT ROLE IN COMMUNITY HEALTH IMPROVEMENT. STRONG MEMORIAL HOSPITAL IS OVERSEEN BY THE UNIVERSITY OF ROCHESTER MEDICAL CENTER BOARD, A 48 MEMBER BOARD, INCLUSIVE OF 15 EX-OFFICIO MEMBERS AND 20 LIFE MEMBERS, THAT REPORT TO THE UNIVERSITY BOARD OF TRUSTEES. THE MEDICAL CENTER BOARD IS LED BY AND COMPRISED OF A DIVERSE GROUP OF COMMUNITY AND INDUSTRY LEADERS AND ADVOCATES - PEOPLE WHO LIVE AND WORK IN THIS COMMUNITY AND CARE DEEPLY ABOUT THE HEALTH AND WELFARE OF ITS CITIZENS. THE BOARD INCLUDES NON-UR MEDICAL CENTER-EMPLOYED PRIVATE COMMUNITY PHYSICIANS, MEMBERS OF THE BUSINESS COMMUNITY, LOCAL PHILANTHROPISTS WITH AN INTEREST IN ADVOCATING FOR HEALTH CARE, AND OTHER LOCAL REPRESENTATIVES. AS A DEDICATED BOARD, EACH MEMBER UPHOLDS WELL-ESTABLISHED PRINCIPLES OF NONPROFIT CORPORATION LAW CONCERNING THE STANDARDS OF CONDUCT AND ATTENTION A BOARD MEMBER MUST MEET: FIDUCIARY RESPONSIBILITY, OBEDIENCE TO THE CHARITABLE PURPOSE OF THE ORGANIZATION, LOYALTY, A COMMITMENT TO ACT BASED ON BEST INTERESTS OF THE ORGANIZATION AND THE WIDER COMMUNITY IT SERVES, AND DILIGENCE IN CARRYING OUT THE WORK OF THE BOARD. DURING 2023, THE URMC BOARD ESTABLISHED A NEW COMMITTEE FOCUSED ON HEALTH EQUITY TO FACILITATE CHANGE AND ENSURE ACCOUNTABILITY FOR THE URMC'S EQUITY AND ANTI-RACISM ACTION PLAN. THE UR MEDICAL CENTER LEADERSHIP IS OVERSEEING A COMPREHENSIVE STRATEGIC PLAN WHICH SEEKS TO MEET FIVE ASPIRATIONAL GOALS INCLUDING BEING A PREEMINENT BIOMEDICAL RESEARCH INSTITUTION, AND PREEMINENT EDUCATIONAL INSTITUTION. ONE OF THE FIVE CLEAR, CROSS-MISSION, MULTI-YEAR PRIORITIES THAT GUIDES THE INVESTMENT OF RESOURCES IS A COMMITMENT TO ELIMINATING RACISM, DIVISION AND EXCLUSION. THE URMC IS BUILDING THE INFRASTRUCTURE, TRAINING, OUTREACH, AND FACILITIES TO CAPTURE DIVERSE TALENT, GROW A CULTURALLY HUMBLE WORKFORCE, AND ENGAGE IN ANTI-RACIST HEALTH CARE DELIVERY. THE UNIVERSITY OF ROCHESTER MEDICAL CENTER'S 'EQUITY AND ANTI-RACISM ACTION PLAN' IS A FIVE-YEAR STRATEGY TO MAKE EVERY PERSON FEEL SAFE, WELCOME, AND SUPPORTED AT ALL TIMES; TO BE A PLACE WHERE EVERYONE, REGARDLESS OF IDENTITY OR CHALLENGES THEY FACE, IS LIFTED UP TO BECOME THEIR BEST AND HEALTHIEST SELVES; TO SERVE AS A POWERFUL FORCE FOR ELIMINATING RACISM, DIVISION, AND EXCLUSION IN OUR COMMUNITIES AND BEYOND. THE UNIVERSITY CONTINUES TO PARTNER WITH THE HEALTH DEPARTMENT, CITY AND COUNTY GOVERNMENT AND COMMUNITY LEADERS TO CREATE AN ENVIRONMENT OF INCLUSIVITY TO PROMOTE THE HEALTH OF THE COMMUNITY. THE CENTER FOR COMMUNITY HEALTH AND PREVENTION HOSTS THE ANNUAL "DR. DAVID SATCHER COMMUNITY HEALTH IMPROVEMENT AWARDS" PROGRAM THAT WAS ESTABLISHED IN 2010 TO RECOGNIZE URMC FACULTY/STAFF AND THEIR COMMUNITY PARTNERS FOR EXEMPLARY COMMUNITY-ENGAGED WORK WHICH CONTRIBUTES TO REDUCING HEALTH INEQUALITIES AND IMPROVES THE COMMUNITY'S HEALTH. THE CCHP HOUSES THE NEW YORK STATE EMERGING INFECTIONS PROGRAM (EIP), SPONSORED BY THE CENTERS FOR DISEASE CONTROL AND PREVENTION, WHICH IS PART OF A NATIONAL EFFORT TO PROVIDE POPULATION-BASED COMMUNICABLE DISEASE DATA FOR SURVEILLANCE OF DISEASE PATTERNS, EVALUATION OF VACCINE PROGRAMS, AND TO IDENTIFY POPULATIONS AT RISK. URMC EXTENDS MEDICAL STAFF PRIVILEGES TO EMPLOYED UR MEDICAL CENTER FACULTY PHYSICIANS AND ALL ELIGIBLE PRIVATE PHYSICIANS WHO PRACTICE AT UR MEDICAL CENTER AFFILIATED HOSPITALS. MANY FACULTY MEMBERS SERVE A DUAL ROLE WITH COMMUNITY AGENCIES, PROVIDING SERVICE AS A MEDICAL DIRECTOR OR ATTENDING PHYSICIAN FOR COMMUNITY HEALTH INITIATIVES. THIS LINKAGE ENHANCES COLLABORATION, PRODUCING A HIGHER QUALITY OF CARE AND SMOOTHER TRANSITIONS FOR PATIENTS WHO MAY NEED ANY OR ALL OF THESE SERVICES. THROUGH THE EFFECTIVE USE OF SURPLUS FUNDS THE UR MEDICAL CENTER CONTINUALLY REINVESTS IN ITS FACILITIES AND PROGRAMS IN AN EFFORT TO IMPROVE THE HEALTH OF THE COMMUNITY. AS PART OF THE STRATEGIC PLAN, THE URMC HAS PLANNED TO OPEN AN OUTPATIENT ORTHOPEDICS CAMPUS TO MEET GROWIND DEMAND FOR MUSCULOSKELETAL TREATMETNS. THE UR MEDICINE ORTHOPEDICS AND PHYSICAL PERFORMANCE CENTER WILL BE ONE OF THE NATIONS MOST COMPREHENSIVE AMULATORY ORTHOPEDICS FACILITIES. . STRONG MEMORIAL HOSPITAL ALSO RUNS THE REGION'S LARGEST EMERGENCY FACILITY, DESIGNATED BY THE NEW YORK STATE DEPARTMENT OF HEALTH AS A LEVEL ONE REGIONAL TRAUMA CENTER. WHICH ALSO INCLUDES A DEDICATED CHILDREN'S EMERGENCY DEPARTMENT WITH A PRIVATE WAITING ROOM. IT IS ALSO THE REGIONS ONLY DEDICATED BURN CENTER IN THE REGION, AND ALSO HAS THE REGIONS ONLY TOXICOLOGIST- A DOCTOR THAT SPECIALIZES IN POISONINGS AND DRUG OVERDOSES. SUPLUS FUNDS ARE BEING USED TO TRANSFORM THE EMERGENCY AND IMPATIENT FACILITIES WITH THE CONSTRUCTION OF NEW FACILITIES THAT MEET THE TECHNOLOGY, PRIVACY, INFECTION CONTROL AND ACCESS NEEDS OF OUR PATIENTS AND THEIR FAMILIES. SURPLUS FUNDS ARE ALSO DEDICATED TO SUPPORT RESEARCH, INCLUDING SUPPORT FOR OUR CLINICAL AND TRANSLATIONAL RESEARCH INSTITUTE (CTSI). THE UR CTSI PROVIDES FUNDING, EDUCATION, RESOURCES AND SERVICES TO HELP RESEARCH TEAMS COLLABORATE AND PRODUCE RESULTS FASTER. THROUGH OUR MANY PROGRAMS, WE STRIVE TO ADVANCE SCIENCE AND MEDICINE AND IMPROVE THE HEALTH OF COMMUNITIES AND POPULATIONS. THE CTSI TEAM HAS BEEN INSTRUMENTAL IN ADDRESSING THE COVID19 PANDEMIC BY SUPPORTING RESEARCHERS WHO ARE PURSUING INNOVATIVE WAYS TO TREAT AND PREVENT THE DISEASE. OUR TEAM HAS BUILT RESEARCH DATA TOOLS LIKE THE COVID-19 BIOBANK TO HELP RESEARCHERS STUDY THIS NOVEL DISEASE. WE HAVE ENGAGED OUR COMMUNITY AND KEPT THEM INFORMED AND SAFE. IN ADDITION, SURPLUS FUNDS ALSO SUPPORT THE UR MEDICAL CENTER'S COMMITMENT TO COMMUNITY HEALTH, WHICH DATES BACK TO THE MEDICAL SCHOOL'S FOUNDING. IN 1920, LOCAL BENEFACTOR GEORGE EASTMAN BEQUEATHED A GIFT TO THE SCHOOL WITH THE INSTRUCTIONS THAT THE SCHOOL HELP MAKE ROCHESTER "ONE OF THE HEALTHIEST COMMUNITIES IN THE WORLD." OUTSTANDING EXAMPLES INCLUDE: THE CENTER FOR COMMUNITY HEALTH AND PREVENTION ESTABLISHED IN 2006 TO CREATE ENVIRONMENTS THAT SUPPORT HEALTH BEHAVIORS THROUGH DISEASE PREVENTION, HEALTHY LIVING PROGRAMS, RESEARCH, EDUCATION AND POLICY AND IN COLLABORATION WITH COMMUNITY PARTNERS. THE HOEKELMAN CENTER SERVES AS A NATIONAL LEADER FOR PEDIATRIC COMMUNITY HEALTH BY FOCUSING ON CONNECTING, ADVOCATING, RESEARCHING AND EDUCATING IN OUR COMMUNITIES TO "DO WHAT WORKS" FOR HEALTH. THE HOEKELMAN CENTER HOSTS THE PEDIATRIC LINKS WITH THE COMMUNITY (PLC ) A TWO WEEK ROTATION THAT CONNECTS MEDICAL STUDENTS WITH COMMUNITY AGENCIES. UR MEDICINE PARTICIPATES IN THE COMMUNITY HEALTH NEEDS ASSESSMENT AND IMPROVEMENT PLAN FOR MONROE COUNTY. THE PLAN HAS TWO KEY FOCUS AREAS AND IS ALIGNED WITH THE NYS PREVENTION AGENDA. UR MEDICINE SUPPORTS THE COMMUNITY HEALTH IMPROVEMENT PLAN OUTLINED IN THE CHNA/CHIP AND HAS DEDICATED FACULTY, STAFF AND RESOURCES TO MEET THE GOALS OUTLINED IN THE PLAN. THE FOCUS AREAS ADDRESSED ARE 1. DECREASING DISPARITIES IN MATERNAL AND CHILD HEALTH OUTCOMES AND 2. REDUCING MENTAL HEALTH AND SUBSTANCE USE DISORDERS. -------------------- PART VI, LINE 6- AFFILIATED HEALTH CARE SYSTEM THE UNIVERSITY OF ROCHESTER MEDICAL CENTER IS AN INTEGRATED ACADEMIC HEALTH CENTER THAT COMPRISES THE SCHOOL OF MEDICINE AND DENTISTRY, INCLUDING ITS FACULTY PRACTICE (UNIVERSITY OF ROCHESTER MEDICAL FACULTY GROUP); STRONG MEMORIAL HOSPITAL; HIGHLAND HOSPITAL; GOLISANO CHILDREN'S HOSPITAL; JAMES P. WILMOT CANCER CENTER; STRONG WEST; SCHOOL OF NURSING; EASTMAN INSTITUTE FOR ORAL HEALTH; VISITING NURSE SERVICE; HIGHLANDS AT PITTSFORD; THE HIGHLANDS LIVING CENTER, INC.; HIGHLANDS AT BRIGHTON, FF THOMPSON HEALTH SYSTEM, INC., JONES MEMORIAL HOSPITAL, NOYES HEALTH, AND ACCOUNTABLE HEALTH PARTNERS, LLC. UR MEDICAL CENTER AND THE AFFILIATED HEALTH CARE ENTITIES HAVE EMBRACED A COMPREHENSIVE APPROACH TO COMMUNITY HEALTH, WHICH EMPLOYS THE MULTIDISCIPLINARY SKILLS FOUND IN AN ACADEMIC MEDICAL CENTER TO BOTH PROVIDE IMPORTANT COMMUNITY SERVICES AND CONDUCT COMMUNITY-BASED RESEARCH. THESE ACTIVITIES HELP INFORM POLICYMAKERS AND THE COMMUNITY ABOUT LOCAL HEALTH CHALLENGES, EVALUATE THE EFFECTIVENESS OF INTERVENTIONS, AND SERVE AS A FOUNDATION FOR EVIDENCE-BASED PRACTICES TO IMPROVE HEALTH AND OVERALL QUALITY OF LIFE. - THE UNIVERSITY'S HEALTH CARE DELIVERY NETWORK IS ANCHORED BY STRONG MEMORIAL HOSPITAL, AN 838 BED TEACHING HOSPITAL, WHICH INCLUDES A CHILDREN'S HOSPITAL-GOLISANO CHILDREN'S HOSPITAL. PATIENTS BENEFIT FROM THE MEDICAL CENTER'S ROBUST TEACHING AND BIOMEDICAL RESEARCH PROGRAMS. STUDENT ROSTERS INCLUDE APPROXIMATELY 400 MEDICAL STUDENTS, 500 GRADUATE STUDENTS, AND 890 RESIDENTS AND FELLOWS WHO ARE ENGAGED IN COMMUNITY SERVICE THROUGHOUT THEIR EDUCATION. - EASTMAN INSTITUTE FOR ORAL HEALTH PROVIDES COMMUNITY DENTAL CARE IN A NUMBER OF CLINICS, AS WELL AS CLINICAL EDUCATION TO DENTAL STUDENTS ENROLLED AT THE UNIVERSITY OF ROCHESTER SCHOOL OF MEDICINE AND DENTISTRY. IT OFFERS GENERAL DENTISTRY, PEDIATRIC AND ORTHODONTIC CLINICS, AND AN URGENT CARE DENTAL CLINIC THAT SEES 10 - 50 PATIENTS PER DAY. IT OPERATES LOW-INCOME CLINICS AT SCHOOLS AND A DOWNTOWN LOCATION. ADDITIONALLY, FOUR SMILEMOBILES PROVIDE A DENTAL OFFICE ON WHEELS, ALLOWING THE CITY'S CHILDREN INCREASED ACCESS TO MUCH NEEDED DENTAL CARE. - THE JAMES P. WILMOT CANCER CENTER IS ORGANIZED AROUND A MULTIDISCIPLINARY CARE MODEL, WHICH LEADING CANCER EXPERTS BELIEVE IS THE GOLD STANDARD IN CANCER CARE IN THE 21ST CENTURY. ITS MODEL UNDERSCORES A COMMITMENT TO PROVIDE PATIENTS IN THE ROCHESTER AREA WITH THE MOST UP-TO-DATE INFORMATION AND AVAILABLE TREATMENTS, BASING OUR RECOMMENDATIONS ON THE BEST EVIDENCE. IT IS THE ONLY CENTER IN THE ROCHESTER AND FINGER LAKES REGION OFFERING THIS TEAM APPROACH TO CARE. A VARIETY OF FREE PREVENTIVE EDUCATION EVENTS ARE HELD THROUGHOUT THE YEAR, INCLUDING MEN'S HEALTH DAY, WHICH INCLUDES NUMEROUS FREE HEALTH SCREENINGS; FREE SKIN CANCER SCREENINGS; AND BREAST CANCER SCREENINGS FOR THE UNINSURED AND UNDERINSURED. - GOLISANO CHILDREN'S HOSPITAL, HOUSED IN STRONG MEMORIAL HOSPITAL, IS A 124-BED CHILDREN'S HOSPITAL THAT SERVES AS THE REFERRAL CENTER FOR ALL SERIOUSLY ILL OR INJURED CHILDREN FROM THE 17-COUNTY FINGER LAKES REGION. IT COMBINES AWARD-WINNING RESEARCH, INTERNATIONALLY ACCLAIMED EDUCATION AND COMPASSIONATE CARE TO SERVE CHILDREN AND FAMILIES. PEDIATRIC SPECIALTIES INCLUDE ORTHOPAEDICS, NEUROLOGY/NEUROSURGERY, CANCER AND NEONATAL CARE. IN ADDITION TO THESE TRADITIONAL MEDICAL SERVICES, GOLISANO CHILDREN'S HOSPITAL IS THE NATION'S MODEL FOR "COMMUNITY PEDIATRICS", A PHILOSOPHY THAT EMBRACES THE IDEA THAT A CHILD'S COMMUNITY AND ENVIRONMENT AFFECT HIS HEALTH AND, THEREFORE, HE CANNOT BE TREATED SOLELY IN AN EXAM ROOM. THE HOSPITAL ENCOURAGES PHYSICIANS AND STAFF TO PARTNER WITH COMMUNTIY ORGANIZAITONS TO IMPROVE VACCINATION RATES, EDUCATIONAL OPPORTUNITIES, SAFETY AT HOME AND ON PLAYGROUNDS, AND HEALTH INSURANCE AND HEALTH CARE ACCESS. - THE STRONG WEST CAMPUS, WHICH IS LOCATED APPROXIMATELY 20 MILES WEST OF ROCHESTER IN BROCKPORT, NY WAS ACQUIRED BY THE UNIVERSITY IN 2013. IT IS THE SITE OF THE FORMER 61 BED LAKESIDE MEMORIAL HOSPITAL, WHICH ANNOUNCED IT WAS CLOSING IN APRIL, 2013, LEAVING THE COMMUNITY WITHOUT AN EMERGENCY ROOM AND LOCAL ACCESS TO OTHER HEALTH CARE SERVICES. STRONG MEMORIAL HOSPITAL NOW OPERATES A FREE-STANDING EMERGENCY ROOM ON THE STRONG WEST CAMPUS, IN ADDITION TO OFFERING AMBULATORY SURGERY, HEALTH IMAGING, LABORATORY SERVICES, PRIMARY CARE, ORTHOPAEDICS, CARDIAC CARE, ONCOLOGY AND HEMATOLOGY, SLEEP MEDICINE, NEUROLOGY, AND UROLOGY SERVICES. THE UNIVERSITY'S WHOLLY OWNED HEALTH CARE AFFILIATES ARE: Strong Partners Health System, Inc. and Affiliates In June 1997, Highland Hospital and its affiliates and the University became affiliated through the restructuring of a corporation now known as Strong Partners Health System, Inc. ("SPHS"), of which the University is the sole member. SPHS, a not-for-profit corporation, now serves as the corporate parent of Highland Hospital and the University's long term care and senior housing affiliates located in Monroe County, New York. A brief description of the SPHS affiliates follows: Highland Hospital of Rochester Highland Hospital of Rochester is a 261-bed not-for-profit acute care hospital located in Rochester, New York. The hospital's services include medical/surgical care, intensive care, maternity and emergency care. In addition, the hospital owns and operates 22 outpatient extension clinics, providing primary care, prenatal care, cardiology, radiology, and/or therapeutic radiology services. Highland Community Development Corporation Highland Community Development Corporation ("HCDC") is a not-for-profit corporation which owns and operates The Highlands at Pittsford, a retirement community located in Pittsford, Monroe County, New York. The retirement community includes 135 independent living apartments, 36 independent living cottages, a community common area, a dining room, sitting areas, recreational areas, a wellness center, and a community center. HCDC also owns and operates Laurelwood at the Highlands, an assisted living facility including 65 apartments, 8 of which are in a secure memory care unit, located on the same campus as The Highlands at Pittsford. The Highlands Living Center, Inc. The Highlands Living Center, Inc. is a not-for-profit corporation which owns and operates a 120-bed skilled nursing facility and an adult day care health program for seniors in Pittsford, Monroe County, New York. The skilled nursing facility is adjacent to The Highlands at Pittsford. The Meadows at Westfall, Inc. The Meadows at Westfall, Inc. d/b/a The Highlands at Brighton ("HAB") is a not-for-for profit corporation which owns and operates a 145-bed skilled nursing facility, which includes 125 residential health care beds and 20 ventilator-dependent beds, in Brighton, Monroe County, New York. Highland Facilities Development Corporation Highland Facilities Development Corporation ("HFDC") is a not-for-profit corporation whose primary purpose is to provide services that are substantially related to the charitable purposes of Highland Hospital but do not involve the provision of health care services. HFDC owns and operates a medical office building and a parking garage on the hospital campus. Medical Administrative Associates, Inc. Highland Hospital is the sole shareholder of Medical Administrative Associates, Inc., d/b/a Highland South Wedge Pharmacy, which is a for-profit corporation which owns and operates a retail pharmacy in Rochester, New York. The Highland Foundation, Inc. The Highland Foundation, Inc. is a not-for-profit corporation controlled by Highland Hospital which solicits, receives and maintains funds for the support of Highland Hospital and the other not-for-profit, tax exempt SPHS affiliates. UR Medicine Home Care, Inc. and Affiliates The University affiliated with Visiting Nurse Foundation, Inc. in April 1999, which is a not-for-profit corporation now known as UR Medicine Home Care, Inc. ("URMHC Inc."). The University is the sole corporate member of URMHC Inc. URMHC Inc. serves as the corporate parent of the University's home health care affiliates. URMHC Inc. is the corporate parent of two not-for-profit home health care providers, UR Medicine Home Care, Certified Services, Inc. ("Certified Services") (formerly named Visiting Nurse Service of Rochester and Monroe County, Inc.), which operates a certified home health agency and a hospice, and UR Medicine Home Care, Licensed Services, Inc. (formerly named Community Care of Rochester, Inc. d/b/a VNS Signature Care), which operates a licensed home care services agency. In October 2014, Finger Lakes Visiting Nurse Service, Inc. ("FLVNS"), which operated a not-for-profit certified home health agency and a hospice, and Finger Lakes Home Care, Inc., which operates a not-for-profit licensed home care services agency, became University affiliates. Certified Services is the sole corporate member of Finger Lakes Home Care. In November 2020, FLVNS merged into Certified Services In 2018, URMHC Inc. formed two new wholly controlled, true SCHOLARSHIPS AND FELLOWSHIPS TO STUDENTS 6365 369878164 N/A N/A SCHEDULE I, PART II DETAIL OF SUBAWARDS IN FURTHERANCE OF ITS RESEARCH ACTIVITIES, THE UNIVERSITY OF ROCHESTER MAKES SUB-AWARDS TO OTHER ORGANIZATIONS THAT PERFORM RESEARCH IN CONNECTION WITH RESEARCH GRANTS AWARDED TO THE UNIVERSITY. THE UNIVERSITY DOES NOT CATEGORIZE THESE SUB-AWARDS AS "GRANTS" FOR FORM 990, SCHEDULE I REPORTING, SINCE THE RECIPIENT ORGANIZATIONS PERFORM RESEARCH SERVICES FOR THE UNIVERSITY AND ARE CONSIDERED INDEPENDENT CONTRACTORS WHICH SERVE THE DIRECT NEEDS OF THE UNIVERSITY. -------------------- SCHEDULE I, PART I, LINE 2 AND PART III STUDENT SCHOLARSHIPS, FELLOWSHIPS AND STUDENT LOANS THE OFFICE OF FINANCIAL AID MONITORS THE DISBURSEMENT OF GRANTS AND FEDERAL LOANS TO STUDENTS. STUDENTS WHO RECEIVE SCHOLARSHIPS, FELLOWSHIPS AND STUDENT LOANS FROM THE UNIVERSITY OF ROCHESTER ARE SELECTED AND THE AMOUNT OF GRANTS OR LOANS DETERMINED BY OBJECTIVE AND NON-DISCRIMINATORY PROCESSES APPLIED TO ALL SIMILARLY SITUATED INDIVIDUALS. THE DECISIONS ARE MADE ON A CASE BY CASE BASIS THROUGH EVALUATING THE ACADEMIC ACHIEVEMENT AND FINANCIAL NEED OF THE APPLICANT IN LIGHT OF THE FUNDS AVAILABLE FOR THIS PURPOSE. -------------------- X X X X X true true X X X X X X false true false false false false false true true true RICHARD FELDMAN PROFESSOR,FRMR INTERIM PRES 191130 0 0 0 20500 0 20318 0 20900 0 252848 0 0 0 ROBERT L CLARK PROF, FRMR PROVOST,SVP RESRCH 577048 0 0 0 0 0 21914 0 1284 0 600246 0 0 0 THOMAS J FARRELL SRVP & CHIEF ADVANCEMENT OFCR 688176 0 0 0 25484 0 29312 0 33836 0 776808 0 0 0 DOUGLAS W PHILLIPS SRVP & CHIEF INVESTMENT OFCR 883976 0 0 0 20500 0 29312 0 26252 0 960040 0 0 0 ELIZABETH STAUDERMAN VP FOR COMMS(THRU 12/22) 358243 0 0 0 0 0 28313 0 11737 0 398293 0 0 0 MARK B TAUBMAN MD SRVP HEALTH,CEO URMC, DEAN SMD 1744544 0 0 0 38888 0 156577 0 20396 0 1960405 0 0 0 ADAM P ANOLIK CFO URMC 777736 0 0 0 12949 0 129312 0 30033 0 950030 0 0 0 MICHAEL J APOSTOLAKOS MD CMO,SMH & HH, VP URMC 678734 0 0 0 22530 0 79312 0 28471 0 809047 0 0 0 CARRIE P FULLER-SPENCER CFO SMH,HH,LTC&ASSOC VP URMC 517401 0 0 0 1455 0 57822 0 32437 0 609115 0 0 0 STEVEN I GOLDSTEIN PRES/CEO SMH & HH,SRVP URMC 1509251 0 0 0 1797297 0 188712 0 20961 0 3516221 0 1701400 0 KATHLEEN PARRINELLO COO SMH, EXEC VP SMH 798001 0 0 0 81595 0 129312 0 23016 0 1031924 0 32037 0 PETER G ROBINSON VP GOV'T & COMM REL, URMC 445437 0 0 0 49693 0 89714 0 86868 0 671712 0 0 0 MICHAEL F ROTONDO MD CEO URMFG, SR VP URMC 1266945 0 0 0 32045 0 104312 0 3538 0 1406840 0 0 0 MICHAEL D MALONEY MD PROFESSOR-ORTHOPAEDICS M&D 1922482 0 821000 0 20500 0 29312 0 32880 0 2826174 0 0 0 ILYA VOLOSHIN MD PROFESSOR-ORTHOPAEDICS M&D 1567234 0 122681 0 20500 0 29312 0 28776 0 1768503 0 0 0 GEORGE M ALFIERIS MD PROFESSOR-CARDIAC SURGERY M&D 1669608 0 0 0 20500 0 329312 0 20209 0 2039629 0 0 0 TARUN BHALLA MD ASSOC PROF NEUROSURGERY 1939622 0 387251 0 20500 0 29312 0 35991 0 2412676 0 0 0 ROBERT MOLINARI MD PROFESSOR-ORTHOPAEDICS 234337 0 134530 0 1466382 0 29312 35278 0 1899839 0 0 0 JOEL S SELIGMAN PRESIDENT EMERITUS & PROFESSOR 230147 0 0 0 10250 0 0 0 11007 0 251404 0 0 0 SARAH C MANGELSDORF TRUSTEE,PRES & CEO 1018489 0 0 0 20500 0 29312 0 113905 0 1182206 0 0 0 ANTHONY GREEN VP ACAD FIN&PLNG,FRMR BD SECY 265838 0 0 0 250 0 26687 0 31256 0 324031 0 0 0 MERCEDES RAMIREZ FERNANDEZ VP EQ, INCL, CDO (THRU 8/22) 203969 0 0 0 31346 0 0 0 15319 0 250634 0 0 0 DONNA GOODEN PAYNE VP AND GENERAL COUNSEL 586221 0 0 20500 0 29312 0 28007 0 664040 0 0 0 SARAH E PEYRE DEAN WARNER, FRMR INTERIM PROV 418123 0 0 0 20625 0 20544 0 29606 0 488898 0 0 0 STEPHEN DEWHURST VP FOR RESEARCH (EFF 6/23) 534047 0 0 0 22436 0 39603 0 15505 0 611591 0 0 0 KATHLEEN GALLUCCI VP & CHIEF HR OFFICER 419680 0 25000 0 13895 0 57074 0 25622 0 541271 0 0 0 JACK S BAILEY SECY TO BOARD TRUSTEES 274357 0 0 0 0 0 16650 0 11039 0 302046 0 0 0 ELIZABETH A MILAVEC EVP ADM&FIN,CFO,TRSR(EFF 8/22) 548881 0 75000 0 15850 0 37083 0 46627 0 723441 0 0 0 DAVID FIGLIO PROVOST (EFF 7/22) 310045 0 75000 0 40435 0 29312 0 61738 0 516530 0 0 0 ADRIENNE MORGAN INTERIM VP EQ & INC (EFF 8/22) 341428 0 0 0 0 0 30691 0 25516 0 397635 0 0 0 ERIN KANE INTERIM VP FOR COMM(EFF 11/22) 231308 0 0 0 0 0 23023 0 35642 0 289973 0 0 0 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. -------------------- A MONROE COUNTY INDUSTRIAL DEVELOPMENT CORPORATION 510188852 61075THK7 2013-09-19 198885260 2013 A, B CAPITAL PROJECTS false false false B MONROE COUNTY INDUSTRIAL DEVELOPMENT CORPORATION 510188852 61075TND6 2015-06-24 248557616 2015 A, B CAPITAL PROJECTS false false false C MONROE COUNTY INDUSTRIAL DEVELOPMENT CORPORATION 510188852 61075TQA9 2017-04-05 289439545 2017 A, B CAPITAL PROJECTS false false false D MONROE COUNTY INDUSTRIAL DEVELOPMENT CORPORATION 510188852 61075TSK5 2017-12-14 246123340 2017 C, D CAPITAL PROJECTS false false false A 181535000 0 198967264 0 0 0 1422460 0 2956208 185721274 8867321 0 2018 false true true true B 60870000 0 249360691 0 0 0 1460004 0 2150190 82529174 163221323 0 2019 true true true true C 57910000 0 290507689 0 1145900 0 1742715 0 1390741 71780167 214448166 0 2021 true true true true D 580000 0 246123340 0 0 0 1656861 0 0 0 244466479 0 2021 false true true true A false true true true true true 0.00900 0.00200 0.01100 false false false true B false true true true true true 0.00800 0.00800 0.01600 false false false true C false true true true true true 0.00700 0.00600 0.01300 false false false true D false true true true true true 0.00900 0.00100 0.01000 false false false true A false true false false 0 false 0 false true B false true false false 0 false 0 false true C false true false false 0 false 0 false true D false true false false 0 false 0 false true A true B true C true D true PART I COLUMN C- ADDITIONAL TAX-EXEMPT BOND CUSIP # INFORMATION BOND ISSUE 2013 A,B - CUSIP #61075TJH2 BOND ISSUE 2017 C,D - CUSIP #61075TTB5 ---------------------------------------------------------------- PART II, LINE 3 - ADDITIONAL DETAIL FOR PROCEEDS OF ISSUES THE TOTAL PROCEEDS OF ISSUE REPORTED FOR THE 2013 A,B BOND ISSUE INCLUDES $82,004 IN INVESTMENT EARNINGS. THE TOTAL PROCEEDS OF ISSUE REPORTED FOR THE 2015 A,B BOND ISSUE INCLUDES $803,075 IN INVESTMENT EARNINGS. THE TOTAL PROCEEDS OF ISSUE REPORTED FOR THE 2017 A,B BOND ISSUE INCLUDES $1,068,144 IN INVESTMENT EARNINGS. A MONROE COUNTY INDUSTRIAL DEVELOPMENT CORPORATION 510188852 61075TUV8 2020-08-05 423556749 2020 A CAPITAL PROJECTS false false false A 33935000 0 425069111 0 21267377 0 2087524 0 294444646 2187743 100196253 4885567 true false false true A false true true true true true 0.00400 0.00200 0.00600 false false false true A false true false false 0 false 0 false true A true PART II, LINE 3 - ADDITIONAL DETAIL FOR PROCEEDS OF ISSUE THE TOTAL PROCEEDS OF ISSUE REPORTED FOR THE 2020 A BOND ISSUE INCLUDES $217,803 IN INVESTMENT EARNINGS. ADAM ANOLIK KEY EMPLOYEE SPLITDOLLAR LIFE INS X 570000 570000 false true true STEVEN I GOLDSTEIN KEY EMPLOYEE SPLITDOLLAR LIFE INS X 2562800 2562800 false true true KATHLEEN PARRINELLO KEY EMPLOYEE SPLITDOLLAR LIFE INS X 1024884 1024884 false true true PETER G ROBINSON OFFICER SPLITDOLLAR LIFE INS X 976210 976210 false true true MICHAEL ROTONDO KEY EMPLOYEE SPLITDOLLAR LIFE INS X 485000 485000 false true true MARK B TAUBMAN OFFICER SPLITDOLLAR LIFE INS X 1497965 1497965 false true true MICHAEL APOSTOLAKOS KEY EMPLOYEE SPLITDOLLAR LIFE INS X 145000 145000 false true true CARRIE FULLER-SPENCER KEY EMPLOYEE SPLITDOLLAR LIFE INS X 95000 95000 false true true KATHLEEN GALLUCCI OFFICER SPLITDOLLAR LIFE INS X 179200 179200 false true true STEPHEN DEWHURST OFFICER SPLITDOLLAR LIFE INS X 81000 81000 false true true 7617059 NA N/A 126080 Tuition Assistance Education NA N/A 64600 Fellowships Education DENNIS KESSLER FAMILY MEMBER OF TRUSTEE 47277 PAYMENT OF COMPENSATION false REBECCA WALTERS FAMILY MEMBER OF KEY EMPLOYEE 125660 PAYMENT OF COMPENSATION false CHRISTIAN PEYRE FAMILY MEMBER OF FORMER OFFICER 800000 PAYMENT OF COMPENSATION false LYDIA ROTONDO FAMILY MEMBER OF KEY EMPLOYEE 225373 PAYMENT OF COMPENSATION false JENNIFER ANOLIK MD FAMILY MEMBER OF KEY EMPLOYEE 358100 PAYMENT OF COMPENSATION false CYNTHIA APOSTOLAKOS FAMILY MEMBER OF KEY EMPLOYEE 73333 PAYMENT OF COMPENSATION false LES WEISBROD MD FAMILY MEMBER OF KEY EMPLOYEE 311570 PAYMENT OF COMPENSATION false JEFFREY PARRINELLO FAMILY MEMBER OF KEY EMPLOYEE 53550 PAYMENT OF COMPENSATION false CHERITH A REYNOLDS CLARK FAMILY MEMBER OF FORMER OFFICER 119999 PAYMENT OF COMPENSATION false KENNETH APOSTOLAKOS FAMILY MEMBER OF KEY EMPLOYEE 158394 PAYMENT OF COMPENSATION false KARL ROSENGREN FAMILY MEMBER OF TRUSTEE AND OFFICER 231132 PAYMENT OF COMPENSATION false WEGMANS OWNED > 35% BY TRUSTEE 223144 PAYMENT OF SUPPLIES & RENT false JEREMY ROBINSON FAMILY MEMBER OF OFFICER 106583 PAYMENT OF COMPENSATION false JILL RICHARDS FAMILY MEMBER OF TRUSTEE 193477 PAYMENT OF COMPENSATION false FORM 990, SCHEDULE L, PART IV ADDITIONAL SUPPLEMENTAL INFORMATION WEGMANS - TRUSTEE DANIEL R. WEGMAN IS AN OFFICER, DIRECTOR AND OWNER OF WEGMANS. X 136 235271 FAIR MARKET VALUE X 128831 FAIR MARKET VALUE X 421 7101537 FAIR MARKET VALUE X 1 235000 FAIR MARKET VALUE X MUSICAL INSTRUMENTS AND MUSIC 13 272960 FAIR MARKET VALUE X EQUIPMENT 11 705262 FAIR MARKET VALUE X FOOD 22 29825 FAIR MARKET VALUE X MISC 12 44552 FAIR MARKET VALUE 6 false true false SCHEDULE M, PART I, COLUMN (B) NUMBER OF CONTRIBUTIONS THE UNIVERSITY OF ROCHESTER REPORTS ALL NON-CASH CONTRIBUTIONS RECEIVED, OTHER THAN SECURITIES, BASED ON THE NUMBER OF NON-CASH ITEMS RECEIVED. FORM 990, PART III, LINE 4D DETAIL OF OTHER PROGRAM SERVICES AUXILIARY ENTERPRISES- THE UNIVERSITY OPERATES EITHER DIRECTLY OR THROUGH THIRD PARTY CONTRACTORS FOOD SERVICES WHICH SERVED 5,996 UNDERGRADUATES 2,236,626 MEALS IN FIVE DINING SERVICES. THE UNIVERSITY HAS 777 UNITS USED FOR STUDENT HOUSING. -------------------- FORM 990, PART VI, SECTION A, LINE 1A DELEGATION OF AUTHORITY THE BY-LAWS OF THE UNIVERSITY PROVIDE FOR AN EXECUTIVE COMMITTEE THAT MAY EXERCISE ALL THE POWERS OF THE BOARD IN INTERVALS BETWEEN MEETINGS OF THE BOARD OF TRUSTEES, EXCEPT THAT THE EXECUTIVE COMMITTEE DOES NOT HAVE POWER (1) TO GRANT DEGREES, (2) TO REMOVE A TRUSTEE OR OFFICER, (3) TO ELECT TRUSTEES, THE CHAIR OF THE BOARD OR THE PRESIDENT, OR (4) TO AMEND, ALTER OR REPEAL THE BY-LAWS. THE MEMBERS OF THE EXECUTIVE COMMITTEE ARE ALL TRUSTEES. THE EXECUTIVE COMMITTEE CONSISTS OF THE CHAIR OF THE BOARD, THE PRESIDENT, THE CHAIRS OF THE BOARD COMMITTEES OF INVESTMENT, NOMINATIONS AND BOARD PRACTICES, FACILITIES, AUDIT AND RISK ASSESSMENT, PERSONNEL, HEALTH AFFAIRS, ACADEMIC AFFAIRS, RESEARCH AND INNOVATION, FINANCIAL PLANNING, STUDENT AFFAIRS, COMPLIANCE AND COMPENSATION, AND DEVELOPMENT PLUS SUCH OTHER TRUSTEES AS THE BOARD OF TRUSTEES MAY ELECT TO SERVE FOR TERMS NOT TO EXCEED FIVE YEARS. -------------------- FORM 990, PART VI, SECTION B, LINE 11B FORM 990 REVIEW PROCESS THE FORM 990 OF UNIVERSITY OF ROCHESTER IS PREPARED BY FINANCE STAFF AND PROVIDED TO PWC US TAX LLP AND SENIOR MANAGEMENT FOR REVIEW PRIOR TO FILING. THE FORM 990 WAS ALSO PROVIDED TO THE UNIVERSITY'S AUDIT AND RISK ASSESSMENT COMMITTEE PRIOR TO FILING. THE COMMITTEE'S QUESTIONS AND COMMENTS WERE ADDRESSED AT A COMMITTEE MEETING PRIOR TO FILING. THE FORM 990 WAS ALSO PROVIDED TO THE ENTIRE BOARD OF TRUSTEES PRIOR TO FILING. -------------------- FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST POLICY DIRECTORS, COMMITTEE MEMBERS, OFFICERS, AND KEY EMPLOYEES ARE REQUIRED TO DISCLOSE A CONFLICT OF INTEREST: A) PRIOR TO VOTING ON OR OTHERWISE DISCHARGING THEIR DUTIES WITH RESPECT TO ANY MATTER INVOLVING THE CONFLICT WHICH COMES BEFORE THE BOARD OR ANY COMMITTEE; B) PRIOR TO ENTERING INTO ANY CONTRACT OR TRANSACTION INVOLVING THE CONFLICT; C) AS SOON AS POSSIBLE AFTER THE DIRECTOR, COMMITTEE MEMBER OR OFFICER LEARNS OF THE CONFLICT; AND D) ON AN ANNUAL CONFLICT OF INTEREST DISCLOSURE FORM. THE FORM IS DISTRIBUTED ANNUALLY AND REQUIRES DISCLOSURE OF ALL CONFLICTS OF INTEREST, INCLUDING SPECIFIC INFORMATION CONCERNING THE TERMS OF ANY CONTRACT OR TRANSACTION WITH THE UNIVERSITY THAT INVOLVES A POTENTIAL CONFLICT OF INTEREST FOR THE INDIVIDUAL. THE FORMS ARE REVIEWED BY LEGAL COUNSEL, AND CONFLICTS DISCLOSED ON THE FORMS OR ON AN AD-HOC BASIS ARE REVIEWED BY AN INDEPENDENT BOARD COMMITTEE. THE COMMITTEE CONSIDERS THE MATERIAL FACTS CONCERNING ANY PROPOSED CONTRACT OR TRANSACTION, INCLUDING THE PROCESS BY WHICH THE DECISION WAS MADE TO APPROVE OR RECOMMEND ENTERING INTO THE ARRANGEMENT ON THE TERMS PROPOSED, AND APPROVES SUCH CONTRACTS OR TRANSACTIONS ONLY IF THE TERMS ARE FAIR AND REASONABLE TO THE UNIVERSITY AND THE ARRANGEMENTS ARE CONSISTENT WITH THE BEST INTERESTS OF THE UNIVERSITY. -------------------- FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION PROCESS WRITTEN SELF-EVALUATIONS AND PERFORMANCE EVALUATIONS FOR THE UNIVERSITY'S OFFICERS AND KEY EMPLOYEES ARE REVIEWED ANNUALLY BY THE UNIVERSITY'S COMMITTEE ON COMPLIANCE AND COMPENSATION. THE COMMITTEE REVIEWS AND APPROVES TOTAL COMPENSATION FOR OFFICERS AND KEY EMPLOYEES AND CONSIDERS, IN ADDITION TO THE PERFORMANCE EVALUATIONS, THE SCOPE OF THE INDIVIDUAL'S JOB RESPONSIBILITIES, PREVIOUS COMPENSATION AND COMPARABLE COMPENSATION PAID TO PEOPLE WITH SIMILAR RESPONSIBILITIES AT COMPARABLE INSTITUTIONS. THE COMPARABLE INFORMATION IS PROVIDED BY AN INDEPENDENT CONSULTANT AND BY REFERENCE TO LOCAL, REGIONAL AND NATIONAL COMPENSATION SURVEYS. -------------------- FORM 990, PART VI, SECTION C, LINE 17 STATE FILING OF FORM 990 ALTHOUGH THE UNIVERSITY OF ROCHESTER IS LOCATED IN THE STATE OF NEW YORK, A COPY OF ITS FORM 990 IS NOT REQUIRED TO BE FILED WITH THE STATE, SINCE EDUCATIONAL INSTITUTIONS INCORPORATED UNDER THE NEW YORK STATE EDUCATION LAW ARE EXEMPT FROM FILING IN THE STATE OF NEW YORK. -------------------- FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS AVAILABILITY TO PUBLIC THE UNIVERSITY OF ROCHESTER'S AUDITED FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC BY POSTING THEM ON THE UNIVERSITY'S WEBSITE. THE UNIVERSITY OF ROCHESTER'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE NOT ROUTINELY MADE AVAILABLE TO THE PUBLIC. -------------------- FORM 990, PART VII, SECTION B DETAIL OF INDEPENDENT CONTRACTOR PAYMENTS THE PAYMENT AMOUNTS LISTED FOR LECHASE CONSTRUCTION SERVICES AND DGA BUILDERS, LLC REPRESENT THE ESTIMATED SERVICE COMPONENT OF THE TOTAL PAYMENTS MADE TO THESE VENDORS FOR CONSTRUCTION SERVICES. -------------------- FORM 990, PART XI, LINE 9 DETAIL OF OTHER CHANGES IN NET ASSETS CHANGE IN VALUATION OF ANNUITIES $ 993,235 OTHER CHANGES, NET 16,478,403 ------------- TOTAL $17,471,638 MELIORA STUDENT HOUSING LLC 263 WALLIS HALL ROCHESTER NY 14627 160743209 STUDENT HOUSI NY 370466 370466 UNIV OF ROCH MELIORA DEVELOPMENT COMPANY LLC BOX 278893 ROCHESTER NY 14627 160743209 REAL ESTATE NY 0 0 UNIV OF ROCH HIGHLAND HOSPITAL OF ROCHESTER INC 1000 SOUTH AVENUE ROCHESTER NY 14620 160743037 HOSPITAL NY 501 (c)(3) 3 SPHS true THE HIGHLAND FOUNDATION INC 1000 SOUTH AVENUE ROCHESTER NY 14620 237310662 FUNDRAISING NY 501 (c)(3) 12A,I HIGHLD HOSP true HIGHLAND FACILITIES DEVELOPMENT CORP 1000 SOUTH AVENUE ROCHESTER NY 14620 223039077 MEDICAL BLDG NY 501 (c)(3) 10 HIGHLD HOSP true HIGHLAND COMMUNITY DEVELOPMENT CORP 100 HAHNEMANN TRAIL PITTSFORD NY 14534 223154715 ELDER CARE NY 501 (c)(3) 10 SPHS true THE HIGHLANDS LIVING CENTER INC 500 HAHNEMANN TRAIL PITTSFORD NY 14534 223240227 HEALTHCARE NY 501 (c)(3) 10 SPHS true THE MEADOWS AT WESTFALL INC 5901 LAC DE VILLE BLVD ROCHESTER NY 14618 161502303 HEALTHCARE NY 501 (c)(3) 10 SPHS true STRONG PARTNERS HEALTH SYSTEM INC 1000 SOUTH AVENUE ROCHESTER NY 14620 161499099 SUPPORT ORG NY 501 (c)(3) 12A,I UNIV OF ROCH true UR MEDICINE HOME CARE INC (STRONG HCG) 2180 EMPIRE BOULEVARD WEBSTER NY 14580 222577664 FUNDRAISING NY 501 (c)(3) 7 UNIV OF ROCH true UR MEDICINE HOME CARE CERTIFIED SRV INC 2180 EMPIRE BOULEVARD WEBSTER NY 14580 160743215 HEALTHCARE NY 501 (c)(3) 10 URMHC true UR MEDICINE HC LICENSED SRVS INC (CCR) 2180 EMPIRE BOULEVARD WEBSTER NY 14580 161561691 HEALTHCARE NY 501 (c)(3) 10 URMHC true EXCELL PARTNERS INC 343 STATE STREET KODAK TOWER 2ND F ROCHESTER NY 14650 201862628 ECONOMIC DEV NY 501 (c)(4) N/A UNIV OF ROCH true NEXTCORPS INC 260 EAST MAIN STREET SUITE 6000 ROCHESTER NY 14604 161195028 BUSINESS INCU NY 501 (c)(3) 7 UNIV OF ROCH true EASTMAN DENTAL CENTER FOUNDATION INC 625 ELMWOOD AVENUE ROCHESTER NY 14620 161529555 SUPPORT ORG NY 501 (c)(3) 12A,I NA false THE JAMES P WILMOT FOUNDATION INC 387 E MAIN STREET ROCHESTER NY 14604 222341413 SUPPORT ORG NY 501 (c)(3) 12D,III-OTH NA false ROBERT P GIDDINGS TRUST CO TAYLOR GANSON PERRIN 160 FEDERAL ST 20 BOSTON MA 02110 046660588 SUPPORT ORG MA 501 (c)(3) 12D,III-OTH NA false U OF R BROADCASTING CORPORATION 201 WILSON COMMONS ROCHESTER NY 14627 160743209 BROADCAST LIC NY 501 (c)(4) N/A UNIV OF ROCH true UR REAL ESTATE CORPORATION 263 WALLIS HALL ROCHESTER NY 14627 271140014 SUPPORT ORG NY 501 (c)(3) 12A,I UNIV OF ROCH true MELIORA 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