UNIVERSITY PHYSICIANS & SURGEONS INC: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY PHYSICIANS & SURGEONS INC (EIN 55-0564945)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-05-14
- IRS object ID
- 202431359349302693
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule O
- Schedule R
- Averaging Attachment
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-14T11:49:28-04:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 550657218 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HESS STEWART & CAMPBELL PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 940 4TH AVE STE 250 | AddressLine1Txt |
| City | HUNTINGTON | CityNm |
| State Abbreviation | WV | StateAbbreviationCd |
| ZIP | 257011455 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 550564945 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY PHYSICIANS & SURGEONS | BusinessNameLine1Txt |
| Business Name Line2 | INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIV | BusinessNameControlTxt |
| Phone | 3046911650 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1001 TENTH AVENUE | AddressLine1Txt |
| City | HUNTINGTON | CityNm |
| State Abbreviation | WV | StateAbbreviationCd |
| ZIP | 25701 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN M STRAUB | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 3046911650 | PhoneNum |
| Signature | 2024-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JOHN | PersonFirstNm |
| Person Last | STRAUB | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHARLES M MORRIS CPA | PreparerPersonNm |
| PTIN | P01354970 | PTIN |
| Phone | 3045236464 | PhoneNum |
| Preparation | 2024-05-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARSHALL HEALTH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | BETH HAMMERS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1001 TENTH AVENUE | AddressLine1Txt |
| City | HUNTINGTON | CityNm |
| State Abbreviation | WV | StateAbbreviationCd |
| ZIP | 25701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $247,374,854 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.MARSHALLHEALTH.ORG/ | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1976 | FormationYr |
| Legal Domicile State | WV | LegalDomicileStateCd |
| Activity Or Mission | UNIVERSITY PHYSICIANS & SURGEONS, INC. IS A NOT-FOR-PROFIT ORGANIZATION INCORPORATED IN THE STATE OF WEST VIRGINIA. THE MEMBERSHIP OF THE ORGANIZATION CONSISTS OF PHYSICIANS WHO ARE FACULTY MEMBERS OF THE MARSHALL UNIVERSITY SCHOOL OF MEDICINE (MUSOM). REVENUES OF THE ORGANIZATION ARE USED FOR THE PUBLIC PURPOSE OF FURTHERING THE GOALS AND OBJECTIVES OF THE MUSOM AND ARE DERIVED PRINCIPALLY FROM BILLINGS FOR MEDICAL SERVICES FURNISHED BY THE ORGANIZATION'S MEMBERSHIP WITHIN THE SCOPE OF THEIR DUTIES AS FACULTY OF THE MUSOM. | ActivityOrMissionDesc |
| Voting Members Governing Body | 10 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 0 | VotingMembersIndependentCnt |
| Total Employee | 2151 | TotalEmployeeCnt |
| Total Gross UBI | $242,224 | TotalGrossUBIAmt |
| PY Contributions Grants | $2,836,045 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,717,281 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $215,687,246 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $228,765,615 | CYProgramServiceRevenueAmt |
| PY Investment Income | $6,696,692 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,163,758 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,475,104 | PYOtherRevenueAmt |
| CY Other Revenue | $1,408,292 | CYOtherRevenueAmt |
| PY Total Revenue | $226,695,087 | PYTotalRevenueAmt |
| CY Total Revenue | $234,054,946 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $418,695 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $55,233 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $176,361,326 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $195,715,814 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $40,121,956 | PYOtherExpensesAmt |
| CY Other Expenses | $42,277,336 | CYOtherExpensesAmt |
| PY Total Expenses | $216,901,977 | PYTotalExpensesAmt |
| CY Total Expenses | $238,048,383 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $9,793,110 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$3,993,437 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $151,420,649 | TotalAssetsBOYAmt |
| Total Assets EOY | $158,195,383 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $87,645,124 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $96,436,454 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $63,775,525 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $61,758,929 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO SUPPORT THE CLINICAL, EDUCATIONAL, RESEARCH AND SERVICES MISSIONS OF THE JOAN C. EDWARDS SCHOOL OF MEDICINE IN ORDER TO BUILD A HEALTHIER TOMORROW. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $220,845,416 | ExpenseAmt |
| Grant | $55,233 | GrantAmt |
| Revenue | $228,765,615 | RevenueAmt |
| Desc | THE CORPORATION SUPPORTED THE FACULTY PHYSICIANS OF THE SCHOOL OF MEDICINE IN THEIR PROVISION OF MEDICAL SERVICES WITH APPROXIMATELY 556,000 PATIENT ENCOUNTERS. | Desc |
| Total Program Service Expenses | $220,845,416 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | Yes (true) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | Yes (true) | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 253 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 2151 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 10 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 0 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | false | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | false | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | false | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (true) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (true) | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
| Other | Yes (X) | OtherInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3046911650 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1001 TENTH AVE | AddressLine1Txt |
| City | HUNTINGTON | CityNm |
| State Abbreviation | WV | StateAbbreviationCd |
| ZIP | 25701 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (29 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd |
|---|---|---|---|---|---|---|---|---|
| VISHAL VERMA | ||||||||
| PHYSICIAN | 60.00 | Yes (X) | $1,151,736 | $24,083 | $376,471 | |||
| NICOLAS PHAN | ||||||||
| PHYSICIAN | 60.00 | Yes (X) | $1,346,449 | $105,849 | $24,798 | |||
| NADIM BOU ZGHEIB | ||||||||
| PHYSICIAN | 60.00 | Yes (X) | $1,187,787 | $69,089 | $122,529 | |||
| ALI OLIASHIRAZI | ||||||||
| PHYSICIAN | 80.00 | Yes (X) | $961,500 | $343,113 | $36,600 | |||
| MUHAMMAD OMER JAMIL | ||||||||
| PHYSICIAN | 60.00 | Yes (X) | $1,053,728 | $22,075 | $19,822 | |||
| PAUL FERGUSON | ||||||||
| FORMER DIREC | 60.00 | $864,912 | $98,140 | $24,859 | Yes (X) | |||
| JOSEPH SHAPIRO | ||||||||
| FORMER CHAIR | 40.00 | $352,677 | $338,671 | $162,808 | Yes (X) | |||
| MEHIAR EL-HAMDANI | ||||||||
| DIRECTOR | 60.00 | $449,240 | $249,084 | $33,829 | Yes (X) | |||
| BOBBY MILLER | ||||||||
| CHAIRMAN | 40.00 | $364,426 | $159,886 | $28,475 | Yes (X) | Yes (X) | ||
| DANA LYCANS | ||||||||
| DIRECTOR | 50.00 | $477,269 | $21,660 | $19,811 | Yes (X) | |||
| LARRY DIAL | ||||||||
| FORMER VICE- | 50.00 | $474,611 | $22,523 | $19,872 | Yes (X) | |||
| ANTHONY ALBERICO | ||||||||
| DIRECTOR | 60.00 | $415,676 | $62,822 | $22,401 | Yes (X) | |||
| KRISTA DENNING | ||||||||
| FORMER DIREC | 40.00 | $396,635 | $66,908 | $21,704 | Yes (X) | |||
| PAULETTE WEHNER | ||||||||
| SECRETARY/TR | 35.00 | $204,496 | $212,280 | $24,028 | Yes (X) | Yes (X) | ||
| DAVID JUDE | ||||||||
| DIRECTOR | 50.00 | $315,300 | $95,344 | $24,401 | Yes (X) | |||
| JOSEPH EVANS | ||||||||
| VICE-CHAIRMA | 50.00 | $358,491 | $53,948 | $21,614 | Yes (X) | Yes (X) | ||
| STEPHEN PETRANY | ||||||||
| DIRECTOR | 30.00 | $183,428 | $226,180 | $23,141 | Yes (X) | |||
| BETH HAMMERS | ||||||||
| CEO | 50.00 | $377,561 | $0 | $18,300 | Yes (X) | |||
| JAMES BECKER | ||||||||
| DIRECTOR | 25.00 | $249,000 | $79,763 | $18,667 | Yes (X) | |||
| SUSAN FLESHER | ||||||||
| DIRECTOR | 50.00 | $269,980 | $56,426 | $19,235 | Yes (X) | |||
| MARK STUDENY | ||||||||
| FORMER DIREC | 50.00 | $188,081 | $130,878 | $19,333 | Yes (X) | |||
| JESSIE SHIELDS | ||||||||
| FORMER DIREC | 50.00 | $208,576 | $50,054 | $14,296 | Yes (X) | |||
| JOHN M STRAUB | ||||||||
| CFO | 45.00 | $254,140 | $0 | $14,332 | Yes (X) | |||
| SHANNON BROWNING | ||||||||
| CMIO | 40.00 | $161,266 | $92,298 | $13,550 | Yes (X) | |||
| MICHAEL MCCARTHY | ||||||||
| CIO | 30.00 | $112,435 | $99,484 | $11,509 | Yes (X) | |||
| NATHAN WARD | ||||||||
| COO | 50.00 | $201,139 | $0 | $11,582 | Yes (X) | |||
| MICHAEL CHIRICO | ||||||||
| CSO | 40.00 | $175,303 | $0 | $10,500 | Yes (X) | |||
| F LAYTON COTTRILL | ||||||||
| MARSHALL DES | 1.00 | $21,292 | $126,748 | $8,371 | Yes (X) | |||
| SHEANNA SPENCE | ||||||||
| CMO | 40.00 | $78,325 | $0 | $4,749 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $12,855,459 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $2,807,306 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,171,587 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 347 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| PST SERVICES INC | |||||
| PO BOX 742526 | ATLANTA | GA | 303742526 | PATIENT ACCTNG | $4,065,061 |
| CERIDIAN INC | |||||
| PO BOX 772830 | CHICAGO | IL | 606772830 | HR/PAYROLL | $429,556 |
| NELSON MULLINS RILEY & SCARBOROUGH | |||||
| POST OFFICE DRAWER 11009 | COLUMBIA | SC | 29211 | LEGAL SERVICES | $366,461 |
| SPARK CHANGE | |||||
| 1406 NE 95TH STREET | KANSAS CITY | MO | 64155 | IT SERVICES | $337,272 |
| HUNTINGTON CITY MISSION | |||||
| 624 10TH ST | HUNTINGTON | WV | 25701 | PROJECT HOPE | $332,561 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 17 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $1,717,281 | AllOtherContributionsAmt |
| Total Contributions | $1,717,281 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| HEALTH CARE SERVICES | 621110 | $228,523,391 | $228,523,391 | |
| PHARMACY OPERATIONS | 446110 | $242,224 | $242,224 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $228,765,615 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,744,973 | TotalRevenueColumnAmt |
| Exclusion | $1,744,973 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $963,894 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $963,894 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $963,894 | TotalRevenueColumnAmt |
| Exclusion | $963,894 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $13,582,113 | SecuritiesAmt |
| Other | $156,580 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $13,245,673 | SecuritiesAmt |
| Other | $74,235 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $336,440 | SecuritiesAmt |
| Other | $82,345 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $418,785 | TotalRevenueColumnAmt |
| Exclusion | $418,785 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FORFEITED RETIREMENT PREMIUMS | Desc |
| Business | 621110 | BusinessCd |
| Total Revenue Column | $444,398 | TotalRevenueColumnAmt |
| Exclusion | $444,398 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $444,398 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $234,054,946 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $228,523,391 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $242,224 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,572,050 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,233 | TotalAmt |
| Program Services | $55,233 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,898,704 | TotalAmt |
| Program Services | $4,555,795 | ProgramServicesAmt |
| Management And General | $342,909 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $160,142,512 | TotalAmt |
| Program Services | $148,932,536 | ProgramServicesAmt |
| Management And General | $11,209,976 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,857,068 | TotalAmt |
| Program Services | $6,377,073 | ProgramServicesAmt |
| Management And General | $479,995 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,868,005 | TotalAmt |
| Program Services | $13,827,245 | ProgramServicesAmt |
| Management And General | $1,040,760 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,949,525 | TotalAmt |
| Program Services | $8,323,058 | ProgramServicesAmt |
| Management And General | $626,467 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $832,733 | TotalAmt |
| Management And General | $832,733 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $91,372 | TotalAmt |
| Management And General | $91,372 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,418,371 | TotalAmt |
| Program Services | $13,212,970 | ProgramServicesAmt |
| Management And General | $205,401 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,514,963 | TotalAmt |
| Program Services | $1,408,916 | ProgramServicesAmt |
| Management And General | $106,047 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,893,870 | TotalAmt |
| Program Services | $4,551,299 | ProgramServicesAmt |
| Management And General | $342,571 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,209,862 | TotalAmt |
| Program Services | $2,055,172 | ProgramServicesAmt |
| Management And General | $154,690 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $344,055 | TotalAmt |
| Program Services | $319,971 | ProgramServicesAmt |
| Management And General | $24,084 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,105,587 | TotalAmt |
| Program Services | $1,958,196 | ProgramServicesAmt |
| Management And General | $147,391 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $890,673 | TotalAmt |
| Management And General | $890,673 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,355,932 | TotalAmt |
| Program Services | $2,191,017 | ProgramServicesAmt |
| Management And General | $164,915 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,117,153 | TotalAmt |
| Program Services | $3,828,952 | ProgramServicesAmt |
| Management And General | $288,201 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| MEDICATIONS AND SUPPLIES | $5,863,026 | $5,863,026 | |
| RECRUITMENT | $1,572,558 | $1,462,479 | $110,079 |
| REPAIRS AND MAINTENANCE | $1,379,482 | $1,282,918 | $96,564 |
| PROFESSIONAL DUES | $687,699 | $639,560 | $48,139 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $238,048,383 | TotalAmt |
| Program Services | $220,845,416 | ProgramServicesAmt |
| Management And General | $17,202,967 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,868 | BOYAmt |
| EOY | $10,387 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,928,462 | BOYAmt |
| EOY | $14,616,220 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,499,149 | BOYAmt |
| EOY | $9,341,746 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,258,392 | BOYAmt |
| EOY | $11,003,795 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $813,031 | BOYAmt |
| EOY | $667,963 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,168,272 | BOYAmt |
| EOY | $1,501,000 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $50,251,572 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $16,903,363 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,196,133 | BOYAmt |
| EOY | $33,348,209 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,793,115 | BOYAmt |
| EOY | $49,039,248 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,231,224 | BOYAmt |
| EOY | $6,418,057 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,522,003 | BOYAmt |
| EOY | $32,248,758 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $151,420,649 | BOYAmt |
| EOY | $158,195,383 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,382,967 | BOYAmt |
| EOY | $33,201,963 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $3,357,120 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,336,904 | BOYAmt |
| EOY | $11,792,190 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,971,005 | BOYAmt |
| EOY | $5,432,128 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,754,961 | BOYAmt |
| EOY | $13,724,194 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,199,287 | BOYAmt |
| EOY | $28,928,859 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $87,645,124 | BOYAmt |
| EOY | $96,436,454 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $61,475,687 | BOYAmt |
| EOY | $61,044,713 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,299,838 | BOYAmt |
| EOY | $714,216 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $63,775,525 | BOYAmt |
| EOY | $61,758,929 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $151,420,649 | BOYAmt |
| EOY | $158,195,383 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$3,993,437 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $2,130,656 | NetUnrlzdGainsLossesInvstAmt |
| Investment Expense | -$153,815 | InvestmentExpenseAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | false | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital | Yes (X) | HospitalInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $225,304 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $225,304 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $220,620,112 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $220,845,416 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $2,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $3,000,000 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus1 | $101,175 | CurrentYearMinus1Amt |
| Current Year | $225,304 | CurrentYearAmt |
| Total | $326,479 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $500,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $750,000 | GrassrootsCeilingAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE C, PART II-A | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION MADE ITS FIRST SECTION 501(H) ELECTION IN ITS TAX YEAR ENDING JUNE 30, 2022. THE ELECTION HAS NOT BEEN REVOKED. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | false | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (true) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $13,121,570 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,068,581 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,190,000 | OtherExpendituresAmt |
| Administrative Expenses | $39,795 | AdministrativeExpensesAmt |
| End Year Balance | $11,960,356 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $16,914,092 | BeginningYearBalanceAmt |
| Contributions | $2,350,000 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,583,140 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4,507,695 | OtherExpendituresAmt |
| Administrative Expenses | $51,687 | AdministrativeExpensesAmt |
| End Year Balance | $13,121,570 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $15,723,684 | BeginningYearBalanceAmt |
| Contributions | $1,550,046 | ContributionsAmt |
| Investment Earnings Or Losses | $2,837,917 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,140,000 | OtherExpendituresAmt |
| Administrative Expenses | $57,555 | AdministrativeExpensesAmt |
| End Year Balance | $16,914,092 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $18,102,705 | BeginningYearBalanceAmt |
| Contributions | $3,600,000 | ContributionsAmt |
| Investment Earnings Or Losses | $1,012,978 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $6,961,970 | OtherExpendituresAmt |
| Administrative Expenses | $30,029 | AdministrativeExpensesAmt |
| End Year Balance | $15,723,684 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $16,614,527 | BeginningYearBalanceAmt |
| Contributions | $2,330,232 | ContributionsAmt |
| Investment Earnings Or Losses | $519,999 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,336,053 | OtherExpendituresAmt |
| Administrative Expenses | $26,000 | AdministrativeExpensesAmt |
| End Year Balance | $18,102,705 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.45000 | BoardDesignatedBalanceEOYPct |
| Term Endowment Balance EOY | 0.55000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $261,189 | OtherCostOrOtherBasisAmt |
| Book Value | $261,189 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $31,661,807 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,906,733 | DepreciationAmt |
| Book Value | $27,755,074 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,437,492 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,820,829 | DepreciationAmt |
| Book Value | $616,663 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $15,891,084 | OtherCostOrOtherBasisAmt |
| Depreciation | $11,175,801 | DepreciationAmt |
| Book Value | $4,715,283 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $33,348,209 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (4 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| CONTRACTS RECEIVABLE | $15,968,321 |
| INSURANCE RECOVERIES RECEIVABLE | $13,709,000 |
| RIGHT OF USE ASSET | $2,567,079 |
| INTANGIBLES, DEPOSITS & OTHER ASSETS | $4,358 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $32,248,758 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)
| DescDesc | AmtAmt |
|---|---|
| CONTINGENT PROFESSIONAL LIABILITY | $23,938,146 |
| OPERATING LEASE LIABILITY | $2,577,645 |
| OPEB LIABILITY | $1,817,000 |
| FICA TAX REFUND LIABILITY | $350,168 |
| OTHER LIABILITIES | $245,900 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $28,928,859 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $236,185,602 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $2,130,656 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $2,130,656 | RevenueNotReportedAmt |
| Revenue Subtotal | $234,054,946 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $234,054,946 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $238,048,383 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $238,048,383 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $238,048,383 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PAGE 2, PART IV, LINE 2B | THE ORGANIZATION MAINTAINS FUNDS ON BEHALF OF THE MARSHALL UNIVERSITY SCHOOL OF MEDICINE. THESE FUNDS ARE UNCLAIMED MONIES FROM A LEGAL SETTLEMENT AGREEMENT WITH THE MANUFACTURER OF THE DIABETES DRUG, REZULIN, THAT WERE DISTRIBUTED TO THE ORGANIZATION TO BE HELD ON BEHALF OF THE MARSHALL UNIVERSITY SCHOOL OF MEDICINE. |
| SCHEDULE D, PAGE 2, PART V, LINE 4 | THERE IS A BOARD DESIGNATED FUND HELD FOR THE PURPOSE OF FUNDING PROFESSIONAL LIABILITY CLAIMS. OTHER FUNDS ARE TEMPORARILY RESTRICTED FOR THE PURPOSES OF OB/GYN, DIABETES, ENDOCRINOLOGY, AND RURAL HEALTH. |
| SCHEDULE D, PAGE 3, PART X | THERE WERE NO UNCERTAIN TAX POSITIONS INDICATED IN THE AUDITED FINANCIAL STATEMENTS. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Recipient EINRecipientEIN |
|---|---|---|---|---|---|---|---|
| BIG GREEN SCHOLARSHIP FOUNDATION | |||||||
| PO BOX 1360 | HUNTINGTON | WV | 25715 | $33,333 | BANNER PROJECT/FLOOR | ||
| WV MEDICAL PROFESSIONALS HEALTH | |||||||
| 4013 BUCKHANNON PIKE | MOUNT CLARE | WV | 26408 | $10,000 | SPIRIT OF WELLNESS | PROGRAM | 743226821 |
| HUNTINGTON MUSEUM OF ART | |||||||
| 2033 MCCOY ROAD | HUNTINGTON | WV | 25701 | $6,900 | THE MUSEUM BALL | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 3 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PAGE 1, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | THE CORPORATION'S PURPOSE IS TO SUPPORT THE FACULTY PHYSICIANS OF THE MARSHALL UNIVERSITY SCHOOL OF MEDICINE. CONTRIBUTIONS TO MARSHALL UNIVERSITY ARE DESIGNATED FOR THIS PURPOSE. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | Yes (true) | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (28 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt |
|---|---|---|---|---|---|---|
| VISHAL VERMA | ||||||
| PHYSICIAN | $1,151,736 | $24,083 | $374,949 | $1,522 | $1,526,685 | $25,605 |
| NICOLAS PHAN | ||||||
| PHYSICIAN | $1,346,449 | $105,849 | $18,300 | $6,498 | $1,364,749 | $112,347 |
| NADIM BOU ZGHEIB | ||||||
| PHYSICIAN | $1,187,787 | $69,089 | $118,300 | $4,229 | $1,306,087 | $73,318 |
| ALI OLIASHIRAZI | ||||||
| PHYSICIAN | $961,500 | $343,113 | $18,300 | $18,300 | $979,800 | $361,413 |
| MUHAMMAD OMER JAMIL | ||||||
| PHYSICIAN | $1,053,728 | $22,075 | $18,300 | $1,522 | $1,072,028 | $23,597 |
| PAUL FERGUSON | ||||||
| FORMER DIRECTOR | $864,912 | $98,140 | $18,300 | $6,559 | $883,212 | $104,699 |
| JOSEPH SHAPIRO | ||||||
| FORMER CHAIRMAN | $352,677 | $338,671 | $144,508 | $18,300 | $497,185 | $356,971 |
| MEHIAR EL-HAMDANI | ||||||
| DIRECTOR | $449,240 | $249,084 | $18,300 | $15,529 | $467,540 | $264,613 |
| BOBBY MILLER | ||||||
| CHAIRMAN | $364,426 | $159,886 | $18,300 | $10,175 | $382,726 | $170,061 |
| DANA LYCANS | ||||||
| DIRECTOR | $477,269 | $21,660 | $18,300 | $1,511 | $495,569 | $23,171 |
| LARRY DIAL | ||||||
| FORMER VICE-CHAIRMAN | $474,611 | $22,523 | $18,300 | $1,572 | $492,911 | $24,095 |
| ANTHONY ALBERICO | ||||||
| DIRECTOR | $415,676 | $62,822 | $18,300 | $4,101 | $433,976 | $66,923 |
| KRISTA DENNING | ||||||
| FORMER DIRECTOR | $396,635 | $66,908 | $17,498 | $4,206 | $414,133 | $71,114 |
| PAULETTE WEHNER | ||||||
| SECRETARY/TREASURER | $204,496 | $212,280 | $10,770 | $13,258 | $215,266 | $225,538 |
| DAVID JUDE | ||||||
| DIRECTOR | $315,300 | $95,344 | $18,300 | $6,101 | $333,600 | $101,445 |
| JOSEPH EVANS | ||||||
| VICE-CHAIRMAN | $358,491 | $53,948 | $18,300 | $3,314 | $376,791 | $57,262 |
| STEPHEN PETRANY | ||||||
| DIRECTOR | $183,428 | $226,180 | $7,286 | $15,855 | $190,714 | $242,035 |
| BETH HAMMERS | ||||||
| CEO | $377,561 | $18,300 | $395,861 | |||
| JAMES BECKER | ||||||
| DIRECTOR | $249,000 | $79,763 | $13,500 | $5,167 | $262,500 | $84,930 |
| SUSAN FLESHER | ||||||
| DIRECTOR | $269,980 | $56,426 | $15,779 | $3,456 | $285,759 | $59,882 |
| MARK STUDENY | ||||||
| FORMER DIRECTOR | $188,081 | $130,878 | $11,285 | $8,048 | $199,366 | $138,926 |
| JESSIE SHIELDS | ||||||
| FORMER DIRECTOR | $208,576 | $50,054 | $11,081 | $3,215 | $219,657 | $53,269 |
| JOHN M STRAUB | ||||||
| CFO | $254,140 | $14,332 | $268,472 | |||
| SHANNON BROWNING | ||||||
| CMIO | $161,266 | $92,298 | $7,500 | $6,050 | $168,766 | $98,348 |
| MICHAEL MCCARTHY | ||||||
| CIO | $112,435 | $99,484 | $5,216 | $6,293 | $117,651 | $105,777 |
| NATHAN WARD | ||||||
| COO | $201,139 | $11,582 | $212,721 | |||
| MICHAEL CHIRICO | ||||||
| CSO | $175,303 | $10,500 | $185,803 | |||
| F LAYTON COTTRILL | ||||||
| MARSHALL DESIGNEE | $21,292 | $126,748 | $623 | $7,748 | $21,915 | $134,496 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE J, PAGE 1, PART I, LINE 6A | ADDITIONAL SALARY SUPPLEMENTS PAID BY THE CORPORATION MAY BE AUTHORIZED FROM CLINICAL SERVICE INCOME SUBJECT TO THE SPECIFIC WRITTEN RECOMMENDATION OF THE DEPARTMENT CHAIR AND WRITTEN APPROVAL OF THE DEAN. SUCH SUPPLEMENTS ARE SUBJECT TO THE AVAILABILITY OF FUNDS AND ARE THEREFORE, DISCRETIONARY IN NATURE AND ARE NOT GUARANTEED. THE PAYMENT OF SUCH A SUPPLEMENT DOES NOT GUARANTEE FURTHER SUPPLEMENTS OR AFFECT THE SALARY COMPONENTS. |
| SCHEDULE J, PART III | PART I, LINE 4B: EFFECTIVE JULY 1, 2019, THE CORPORATION ESTABLISHED A NON-QUALIFIED EXECUTIVE BENEFIT PLAN FOR KEY EMPLOYEES KNOWN AS THE MARSHALL HEALTH CAPITAL ACCUMULATION PROGRAM (MHCAP). THE MHCAP IS BEING FUNDED VIA LIFE INSURANCE POLICIES, AND SPLIT DOLLAR LOAN AGREEMENTS HAVE BEEN ENTERED INTO WITH THE PARTICIPANTS COVERED UNDER THE PLAN. AS PART OF THE SPLIT DOLLAR LOAN AGREEMENTS, THE PARTICIPANTS HAVE ASSIGNED THE POLICIES TO THE CORPORATION AS COLLATERAL. THIS ASSIGNMENT SECURES REPAYMENT OF ANY ADVANCES AND ACCRUED INTEREST FOR THE POLICY PREMIUMS. THE LOANS BEAR INTEREST AT THE APPLICABLE FEDERAL RATE UNDER INTERNAL REVENUE CODE SECTION 1274(D) IN EFFECT ON THE DATE OF THE LOAN. THE RATE IS BASED ON THE PARTICIPANTS' LIFE EXPECTANCY AND THE COMPOUNDING PERIOD AS PROVIDED IN TREASURY REGULATION SECTION 1.7872-15. REPAYMENT OF THE LOANS OCCURS AT THE TIME OF DEATH OF THE PARTICIPANTS. REFER TO SCHEDULE L FOR MORE INFORMATION. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COUNTY COMMISSION OF CABELL COUNTY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 556000305 | BondIssuerEIN |
| Bond Issued | 2019-12-20 | BondIssuedDt |
| Issue Price | $14,000,000 | IssuePriceAmt |
| Purpose | FINANCING THE CONSTRUCTION OF A NEW PARKING GARAGE | PurposeDesc |
| Defeased | false | DefeasedInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Pool Financing | false | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Total Proceeds | $14,000,000 | TotalProceedsAmt |
| Issuance Costs From Proceeds | $191,000 | IssuanceCostsFromProceedsAmt |
| Capital Expenditures | $13,340,463 | CapitalExpendituresAmt |
| Unspent | $468,537 | UnspentAmt |
| Substantial Completion | 2021 | SubstantialCompletionYr |
| Refunding Tax Exempt Bonds | false | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | false | RefundingTaxableBondsInd |
| Final Allocation Made | false | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (true) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | false | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | false | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | false | MgmtContractBondFincdPropInd |
| Any Research Agreements | false | AnyResearchAgreementsInd |
| Bond Iss Meet Prvt Sec Pymt Test | false | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | false | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (true) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | false | Form8038TFiledInd |
| Rebate Not Due Yet | Yes (true) | RebateNotDueYetInd |
| Exception To Rebate | false | ExceptionToRebateInd |
| No Rebate Due | false | NoRebateDueInd |
| Variable Rate Issue | false | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | false | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | false | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | false | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (true) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (true) | ProceduresCorrectiveActionInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PURPOSE OF ISSUE DESCRIPTION | COUNTY COMMISSION OF CABELL COUNTY FINANCING THE CONSTRUCTION OF A NEW PARKING GARAGE |
| ADDITIONAL INFORMATION | COUNTY COMMISSION OF CABELL COUNTY SCHEDULE K, PART II, LINE 12: UNSPENT PROCEEDS BOND WAS A DRAW DOWN LOAN WITH 468,537 UNSPENT. |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp (28 entries)
| Relationship With OrgRelationshipWithOrgTxt | Loan PurposeLoanPurposeTxt | Loan From OrganizationLoanFromOrganizationInd | Original PrincipalOriginalPrincipalAmt | Balance DueBalanceDueAmt | DefaultDefaultInd | Board Or Committee ApprovalBoardOrCommitteeApprovalInd | Written AgreementWrittenAgreementInd |
|---|---|---|---|---|---|---|---|
| MARIA TRIA TIRONA | |||||||
| EMPLOYEE | FUND SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $410,000 | $1,523,270 | false | Yes (true) | Yes (true) |
| VISHAL VERMA | |||||||
| EMPLOYEE | FUND SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $291,539 | $1,270,211 | false | Yes (true) | Yes (true) |
| DANIEL BEALS | |||||||
| EMPLOYEE | FUND SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $300,000 | $1,009,396 | false | Yes (true) | Yes (true) |
| ZEID KHITAN | |||||||
| EMPLOYEE | FUND SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $200,000 | $825,496 | false | Yes (true) | Yes (true) |
| JUAN SANABRIA | |||||||
| EMPLOYEE | FUND SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $150,000 | $612,594 | false | Yes (true) | Yes (true) |
| ADEL FALTAOUS | |||||||
| EMPLOYEE | FUND SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $150,000 | $606,806 | false | Yes (true) | Yes (true) |
| YOUSEF SHWEIHAT | |||||||
| EMPLOYEE | FUND SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $86,108 | $605,680 | false | Yes (true) | Yes (true) |
| JOSEPH SHAPIRO | |||||||
| FORMER CHAIRMAN | FUND SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $88,461 | $447,262 | false | Yes (true) | Yes (true) |
| JENNIE YOOST | |||||||
| EMPLOYEE | FUND SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $107,999 | $441,062 | false | Yes (true) | Yes (true) |
| DAVID DENNING | |||||||
| EMPLOYEE | FUND SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $100,000 | $414,697 | false | Yes (true) | Yes (true) |
| NADIM BOU ZGHEIB | |||||||
| EMPLOYEE | FUND SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $102,692 | $413,765 | false | Yes (true) | Yes (true) |
| SUZANNE HOLROYD | |||||||
| EMPLOYEE | FUND SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $41,904 | $392,911 | false | Yes (true) | Yes (true) |
| RAJ KHANNA | |||||||
| EMPLOYEE | FUND SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $38,462 | $338,425 | false | Yes (true) | Yes (true) |
| MATTHEW BULLOCK | |||||||
| EMPLOYEE | FUND SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $50,000 | $245,192 | false | Yes (true) | Yes (true) |
| GHASSAN SALIM ISSA BANDAK | |||||||
| EMPLOYEE | FUND SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $61,923 | $217,152 | false | Yes (true) | Yes (true) |
| CHAD LAVENDER | |||||||
| EMPLOYEE | FUND SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $50,000 | $204,197 | false | Yes (true) | Yes (true) |
| MARC SUBIK | |||||||
| EMPLOYEE | FUND SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $42,308 | $196,128 | false | Yes (true) | Yes (true) |
| JOHN JASKO | |||||||
| EMPLOYEE | FUND SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $50,000 | $183,810 | false | Yes (true) | Yes (true) |
| CARLOS RUEDA RIOS | |||||||
| EMPLOYEE | FUND SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $45,000 | $183,773 | false | Yes (true) | Yes (true) |
| HYLA HARVEY | |||||||
| EMPLOYEE | FUND SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $35,385 | $158,518 | false | Yes (true) | Yes (true) |
| JAMES GIGANTELLI JR | |||||||
| EMPLOYEE | FUND SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $25,000 | $110,833 | false | Yes (true) | Yes (true) |
| VIKRAM SHIVKUMAR | |||||||
| EMPLOYEE | FUND SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $40,000 | $105,174 | false | Yes (true) | Yes (true) |
| KATHLEEN O'HANLON | |||||||
| EMPLOYEE | FUND SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $50,000 | $102,618 | false | Yes (true) | Yes (true) |
| CHRISTINE GILKERSON | |||||||
| EMPLOYEE | FUND SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $25,000 | $102,098 | false | Yes (true) | Yes (true) |
| ELLEN THOMPSON | |||||||
| EMPLOYEE | FUND SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $25,000 | $102,098 | false | Yes (true) | Yes (true) |
| JARED BROWNFIELD | |||||||
| EMPLOYEE | Yes (X) | $25,000 | $102,096 | false | Yes (true) | Yes (true) | |
| KELLY MELVIN | |||||||
| EMPLOYEE | FUND SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $25,001 | $70,478 | false | Yes (true) | Yes (true) |
| SEAN LOUDIN | |||||||
| EMPLOYEE | FUND SPLIT-DOLLAR LIFE INSURANCE | Yes (X) | $17,308 | $18,055 | false | Yes (true) | Yes (true) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $11,003,795 | TotalBalanceDueAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE L, PART II | FormAndLineReferenceDesc |
| Explanation | NADIM BOU ZGHEIB FROM 102,692 413,765 FUND SPLIT-DOLLAR LIFE INSURANCE ( ) IN DEFAULT (X) APPROVED BY BOARD/COMMITTEE (X) WRITTEN AGREEMENT SUZANNE HOLROYD FROM 41,904 392,911 FUND SPLIT-DOLLAR LIFE INSURANCE ( ) IN DEFAULT (X) APPROVED BY BOARD/COMMITTEE (X) WRITTEN AGREEMENT RAJ KHANNA FROM 38,462 338,425 FUND SPLIT-DOLLAR LIFE INSURANCE ( ) IN DEFAULT (X) APPROVED BY BOARD/COMMITTEE (X) WRITTEN AGREEMENT MATTHEW BULLOCK FROM 50,000 245,192 FUND SPLIT-DOLLAR LIFE INSURANCE ( ) IN DEFAULT (X) APPROVED BY BOARD/COMMITTEE (X) WRITTEN AGREEMENT GHASSAN SALIM ISSA BANDAK FROM 61,923 217,152 FUND SPLIT-DOLLAR LIFE INSURANCE ( ) IN DEFAULT (X) APPROVED BY BOARD/COMMITTEE (X) WRITTEN AGREEMENT CHAD LAVENDER FROM 50,000 204,197 FUND SPLIT-DOLLAR LIFE INSURANCE ( ) IN DEFAULT (X) APPROVED BY BOARD/COMMITTEE (X) WRITTEN AGREEMENT MARC SUBIK FROM 42,308 196,128 FUND SPLIT-DOLLAR LIFE INSURANCE ( ) IN DEFAULT (X) APPROVED BY BOARD/COMMITTEE (X) WRITTEN AGREEMENT JOHN JASKO FROM 50,000 183,810 FUND SPLIT-DOLLAR LIFE INSURANCE ( ) IN DEFAULT (X) APPROVED BY BOARD/COMMITTEE (X) WRITTEN AGREEMENT CARLOS RUEDA RIOS FROM 45,000 183,773 FUND SPLIT-DOLLAR LIFE INSURANCE ( ) IN DEFAULT (X) APPROVED BY BOARD/COMMITTEE (X) WRITTEN AGREEMENT HYLA HARVEY FROM 35,385 158,518 FUND SPLIT-DOLLAR LIFE INSURANCE ( ) IN DEFAULT (X) APPROVED BY BOARD/COMMITTEE (X) WRITTEN AGREEMENT JAMES GIGANTELLI, JR. FROM 25,000 110,833 FUND SPLIT-DOLLAR LIFE INSURANCE ( ) IN DEFAULT (X) APPROVED BY BOARD/COMMITTEE (X) WRITTEN AGREEMENT VIKRAM SHIVKUMAR FROM 40,000 105,174 FUND SPLIT-DOLLAR LIFE INSURANCE ( ) IN DEFAULT (X) APPROVED BY BOARD/COMMITTEE (X) WRITTEN AGREEMENT KATHLEEN O'HANLON FROM 50,000 102,618 FUND SPLIT-DOLLAR LIFE INSURANCE ( ) IN DEFAULT (X) APPROVED BY BOARD/COMMITTEE (X) WRITTEN AGREEMENT CHRISTINE GILKERSON FROM 25,000 102,098 FUND SPLIT-DOLLAR LIFE INSURANCE ( ) IN DEFAULT (X) APPROVED BY BOARD/COMMITTEE (X) WRITTEN AGREEMENT ELLEN THOMPSON FROM 25,000 102,098 FUND SPLIT-DOLLAR LIFE INSURANCE ( ) IN DEFAULT (X) APPROVED BY BOARD/COMMITTEE (X) WRITTEN AGREEMENT JARED BROWNFIELD FROM 25,000 102,096 ( ) IN DEFAULT (X) APPROVED BY BOARD/COMMITTEE (X) WRITTEN AGREEMENT KELLY MELVIN FROM 25,001 70,478 FUND SPLIT-DOLLAR LIFE INSURANCE ( ) IN DEFAULT (X) APPROVED BY BOARD/COMMITTEE (X) WRITTEN AGREEMENT SEAN LOUDIN FROM 17,308 18,055 FUND SPLIT-DOLLAR LIFE INSURANCE ( ) IN DEFAULT (X) APPROVED BY BOARD/COMMITTEE (X) WRITTEN AGREEMENT | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 6, PART VI, LINE 7A | MEDICAL DEPARTMENT HEADS OF THE ORGANIZATION HAVE THE RIGHT TO DETERMINE TWO MEMBERS OF THE GOVERNING BODY. |
| FORM 990, PAGE 6, PART VI, LINE 8B | THE ORGANIZATION DOES NOT HAVE COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. |
| FORM 990, PAGE 6, PART VI, LINE 11B | THE CHIEF FINANCIAL OFFICER REVIEWS THE COMPLETED DRAFT OF THE FORM 990 PREPARED BY A CERTIFIED PUBLIC ACCOUNTING FIRM. ONCE THE RETURN IS APPROVED, IT IS SIGNED BY THE CFO AND COPIES ARE DISTRIBUTED TO THE BOARD OF DIRECTORS FOR REVIEW BEFORE SUBMITTING IT TO THE IRS, TIME PERMITTING. |
| FORM 990, PAGE 6, PART VI, LINE 15A | THE EXECUTIVE DIRECTOR'S SALARY IS REVIEWED AND APPROVED BY THE DEAN OF MARSHALL UNIVERSITY'S SCHOOL OF MEDICINE IN HIS CAPACITY AS BOTH DEAN OF THE RELATED ORGANIZATION AND EX OFFICIO CHAIR OF THE ORGANIZATION'S BOARD OF DIRECTORS. COMPARATIVE SALARY INFORMATION FROM THE ASSOCIATION OF AMERICAN MEDICAL COLLEGES' GROUP ON BUSINESS AFFAIRS AND GROUP ON FACULTY PRACTICE AS WELL AS THE MEDICAL GROUP MANAGEMENT ASSOCIATION IS EXAMINED BY THE DEAN. SALARIES OF ALL MAJOR CLINICAL DEPARTMENT CHAIRS, EXECUTIVE MANAGEMENT TEAM MEMBERS AND DEPARTMENTAL ADMINISTRATORS ARE ALSO REVIEWED AND APPROVED UTILIZING A SIMILAR PROCESS. |
| FORM 990, PAGE 6, PART VI, LINE 15B | THE EXECUTIVE DIRECTOR'S SALARY IS REVIEWED AND APPROVED BY THE DEAN OF MARSHALL UNIVERSITY'S SCHOOL OF MEDICINE IN HIS CAPACITY AS BOTH DEAN OF THE RELATED ORGANIZATION AND EX OFFICIO CHAIR OF THE ORGANIZATION'S BOARD OF DIRECTORS. COMPARATIVE SALARY INFORMATION FROM THE ASSOCIATION OF AMERICAN MEDICAL COLLEGES' GROUP ON BUSINESS AFFAIRS AND GROUP ON FACULTY PRACTICE AS WELL AS THE MEDICAL GROUP MANAGEMENT ASSOCIATION IS EXAMINED BY THE DEAN. SALARIES OF ALL MAJOR CLINICAL DEPARTMENT CHAIRS, EXECUTIVE MANAGEMENT TEAM MEMBERS AND DEPARTMENTAL ADMINISTRATORS ARE ALSO REVIEWED AND APPROVED UTILIZING A SIMILAR PROCESS. |
| FORM 990, PAGE 6, PART VI, LINE 18 | FORM 990 IS MAINTAINED AT THE ORGANIZATION'S ADMINISTRATIVE OFFICES AND IS MADE AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST. |
| FORM 990, PAGE 6, PART VI, LINE 19 | THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE NOT MADE AVAILABLE FOR PUBLIC REVIEW, BUT ARE DISTRIBUTED AMONG THE DEPARTMENTS WITHIN THE ORGANIZATION. THE FINANCIAL STATEMENTS CAN BE ACCESSED BY LETTER, IN PERSON OR VIA WEB SEARCH. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARSHALL UNIVERSITY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 JOHN MARSHALL DRIVE | AddressLine1Txt |
| City | HUNTINGTON | CityNm |
| State Abbreviation | WV | StateAbbreviationCd |
| ZIP | 25701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 556000789 | EIN |
| Primary Activities | HIGHER ED | PrimaryActivitiesTxt |
| Legal Domicile State | WV | LegalDomicileStateCd |
| Exempt Code Section | 501C3 | ExemptCodeSectionTxt |
| Public Charity Status | 2 | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | false | ControlledOrganizationInd |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Predominant Income TypePredominantIncomeTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd | OwnershipOwnershipPct |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MOUNTAIN HEALTH CLINICAL SOLUTIONS | |||||||||||||
| 1002 THIRD AVENUE | HUNTINGTON | WV | 25701 | 834501745 | HEALTHCARE | WV | N/A | RELATED | -$161,453 | $656,088 | false | false | 0.60000 |
| THREE GABLES SURGERY CENTER | |||||||||||||
| 5897 COUNTY ROAD 107 | PROCTORVILLE | OH | 45669 | 870648900 | HEALTHCARE | OH | N/A | RELATED | $92,360 | $3,365,679 | false | false | 0.41120 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARSHALL PHARMACY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1600 MEDICAL CENTER DRIVE | AddressLine1Txt |
| City | HUNTINGTON | CityNm |
| State Abbreviation | WV | StateAbbreviationCd |
| ZIP | 25701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 863545212 | EIN |
| Primary Activities | PHARMACIES | PrimaryActivitiesTxt |
| Legal Domicile State | WV | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Entity Type | C CORP | EntityTypeTxt |
| Share Of Total Income | $242,224 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $10,918,220 | ShareOfEOYAssetsAmt |
| Ownership | 0.45000 | OwnershipPct |
| Controlled Organization | false | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (true) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Averaging Attachment AveragingAttachment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | THE ORGANIZATION MADE ITS FIRST SECTION 501(H) ELECTION IN ITS TAX YEAR ENDING JUNE 30, 2022. THE ELECTION HAS NOT BEEN REVOKED. | ExplanationTxt |
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