FURP.ORG / PUBLIC DATA EXPLORER

ACADEMIC MEDICAL GROUP INC: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
ACADEMIC MEDICAL GROUP INC (EIN 86-3038188)
Tax period
2022-10-01 to 2023-09-30
Filed
2024-08-15
IRS object ID
202402289349301480
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 ReturnHeader

FieldValueIRS element (for citing)
Return2024-08-15T14:53:24-05:00ReturnTs
Tax Period End2023-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN135565207PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KPMG LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1500 W 5TH ST SUITE 800AddressLine1Txt
CityWINSTONSALEMCityNm
State AbbreviationNCStateAbbreviationCd
ZIP27101ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2022-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN863038188EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ACADEMIC MEDICAL GROUP INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlACADBusinessNameControlTxt
Phone8778295500PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11 TAMPA GENERAL CIRAddressLine1Txt
CityTAMPACityNm
State AbbreviationFLStateAbbreviationCd
ZIP33606ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMARK RUNYONPersonNm
Person TitleTREASURER & DIRECTORPersonTitleTxt
Phone8778295500PhoneNum
Signature2024-08-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonWHITNEY B HEBRONPreparerPersonNm
PTINP01226647PTIN
Phone3362753394PhoneNum
Preparation2024-07-29PreparationDt
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2024-08-08 14:25:15ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerCHARLES LOCKWOOD MDPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11 TAMPA GENERAL CIRAddressLine1Txt
CityTAMPACityNm
State AbbreviationFLStateAbbreviationCd
ZIP33606ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$0GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressN/AWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2020FormationYr
Legal Domicile StateFLLegalDomicileStateCd
Activity Or MissionSEE SCHEDULE OActivityOrMissionDesc
Voting Members Governing Body10VotingMembersGoverningBodyCnt
Voting Members Independent6VotingMembersIndependentCnt
Total Employee1915TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$0PYInvestmentIncomeAmt
CY Investment Income$0CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$0PYTotalRevenueAmt
CY Total Revenue$0CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$9,024,215CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$242,556PYOtherExpensesAmt
CY Other Expenses-$9,024,215CYOtherExpensesAmt
PY Total Expenses$242,556PYTotalExpensesAmt
CY Total Expenses$0CYTotalExpensesAmt
PY Revenues Less Expenses-$242,556PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$0CYRevenuesLessExpensesAmt
Total Assets BOY$23,230,435TotalAssetsBOYAmt
Total Assets EOY$44,227,018TotalAssetsEOYAmt
Total Liabilities BOY$23,372,991TotalLiabilitiesBOYAmt
Total Liabilities EOY$44,369,574TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY-$142,556NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY-$142,556NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionAMG WAS FORMED FOR THE PURPOSE OF COLLABORATION BETWEEN THE TAX-EXEMPT ENTITIES, FHSC AND USF, AND THEIR RESPECTIVE AFFILIATES. THAT PURPOSE INCLUDES COORDINATION OF THE INTEGRATED CLINICAL SERVICES OF PHYSICIANS AND ADVANCED PRACTICE PROVIDERS EMPLOYED BY USF AND TAMPA GENERAL MEDICAL GROUP, INC. ("TGMG"), AN AFFILIATE OF FHSC, AND THEIR RESPECTIVE AFFILIATES, IN ORDER TO EXPAND THE AVAILABILITY AND IMPROVE THE QUALITY OF PROFESSIONAL MEDICAL SERVICES IN WEST CENTRAL FLORIDA AND TO PROMOTE PUBLIC HEALTH, CONSISTENT WITH THE CHARITABLE, EDUCATIONAL, SCIENTIFIC, AND MEDICAL PURPOSES OF THE ORGANIZATIONS. AMG WILL PROVIDE SUPPORT SERVICES INCLUDING MANAGEMENT, OPERATIONAL, ADMINISTRATIVE, AND PRACTICE INFRASTRUCTURE SERVICES FOR TGMG, USF, AND ANY OF THEIR AFFILIATED ENTITIES IN FURTHERANCE OF FHSC AND USF'S SHARED MISSIONS. IN EXCHANGE FOR AMG'S SUPPORT SERVICES, TGMG AND USF WILL EACH PAY A FAIR MARKET VALUE FEE FOR THE SERVICES THEY RECEIVE FROM AMG.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant ChangeYes (1)SignificantChangeInd
Expense-$812,656ExpenseAmt
Desc1. FACILITATE THE EXPANSION OF AVAILABILITY AND IMPROVEMENT OF THE QUALITY OF PROFESSIONAL MEDICAL SERVICES IN WEST CENTRAL FLORIDA2. PROMOTE PUBLIC HEALTH, CONSISTENT WITH THE CHARITABLE, EDUCATIONAL, SCIENTIFIC AND MEDICAL PURPOSES OF FHSC AND USF.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
DescN/ADesc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
DescN/ADesc
FieldValueIRS element (for citing)
Total Program Service Expenses-$812,656TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other AssetsYes (1)ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document16IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee1915EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members10GoverningBodyVotingMembersCnt
Independent Voting Member6IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (1)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn0AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldFLStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LIJAH LOKENAUTHBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8138447000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11 TAMPA GENERAL CIRAddressLine1Txt
CityTAMPACityNm
State AbbreviationFLStateAbbreviationCd
ZIP33606ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (10 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
CHARLES LOCKWOOD MD
CHAIRMAN/CHIEF EXECUTIVE & DIRECTOR1.000.00Yes (X)Yes (X)$0$0$0
JOHN COURIS
SECRETARY & DIRECTOR1.0049.00Yes (X)Yes (X)$0$2,113,230$41,496
STACEY BRANDT
DIRECTOR1.000.00Yes (X)$0$762,222$41,496
RAJENDRA BALIGA MD
DIRECTOR1.000.00Yes (X)$0$0$0
JUDETTE LOUIS MD
DIRECTOR1.000.00Yes (X)$0$0$0
MARK RUNYON
TREASURER & DIRECTOR1.0049.00Yes (X)Yes (X)$0$911,936$35,040
ADAM SMITH
DIRECTOR1.0049.00Yes (X)$0$687,361$40,888
RICH SOBIERAY
DIRECTOR1.000.00Yes (X)$0$0$0
MARK MOSELEY MD
DIRECTOR1.000.00Yes (X)$0$0$0
STEVE CURRALL PHD
DIRECTOR1.000.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$4,474,749TotReportableCompRltdOrgAmt
Total Other Compensation$158,920TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K3IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (2 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
UNIVERSITY MEDICAL SERVICE ASSOCIATION I
PO BOX 917492ORLANDOFL328917492MEDICAL SERVICES$3,033,278
BDO USA LLP
PO BOX 642743PITTSBURGHPA15264PROFESSIONAL SERVICES$158,779
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K2CntrctRcvdGreaterThan100KCnt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$39,617TotalAmt
Program Services$39,617ProgramServicesAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$2,648,820TotalAmt
Program Services$2,121,705ProgramServicesAmt
Management And General$527,115ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$6,335,778TotalAmt
Program Services$5,074,958ProgramServicesAmt
Management And General$1,260,820ManagementAndGeneralAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$119,732TotalAmt
Program Services$16,643ProgramServicesAmt
Management And General$103,089ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$899,865TotalAmt
Program Services$539,062ProgramServicesAmt
Management And General$360,803ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$680TotalAmt
Program Services$348ProgramServicesAmt
Management And General$332ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$66,576TotalAmt
Program Services$52,061ProgramServicesAmt
Management And General$14,515ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$7,868TotalAmt
Program Services$1,370ProgramServicesAmt
Management And General$6,498ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
EMPLOYEE LEASING AGREEM$2,158,645$715,591$1,443,054
PURCH SVCS - MGMT AGREE$1,141,918$378,546$763,372
DUES AND MEMBERSHIPS$237,311$47,453$189,858
REIMBURSED EXPENSES-$13,702,567-$9,815,177-$3,887,390

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$45,757TotalAmt
Program Services$15,167ProgramServicesAmt
Management And General$30,590ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services-$812,656ProgramServicesAmt
Management And General$812,656ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$2,313,708BOYAmt
EOY$2,592,888EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$13,021,654BOYAmt
EOY$15,451,778EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$110,222BOYAmt
EOY$110,222EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$7,784,851BOYAmt
EOY$26,072,130EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$23,230,435BOYAmt
EOY$44,227,018EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$23,372,991BOYAmt
EOY$44,369,574EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$23,372,991BOYAmt
EOY$44,369,574EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY-$142,556BOYAmt
EOY-$142,556EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY-$142,556BOYAmt
EOY-$142,556EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$23,230,435BOYAmt
EOY$44,227,018EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$0ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3Yes (X)SupportingOrganization509a3Ind
Supporting Org Type1Yes (X)SupportingOrgType1Ind
Supported Organizations2SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp (2 entries)

EINEINOrganization TypeOrganizationTypeCdGoverning Document ListedGoverningDocumentListedIndSupportSupportAmtOther SupportOtherSupportAmt
FLORIDA HEALTH SCIENCES CENTER INC
5934581453Yes (1)$0$0
UNIVERSITY OF SOUTH FLORIDA
5926841662Yes (1)$0$0
FieldValueIRS element (for citing)
Supported Organizations Total2SupportedOrganizationsTotalCnt
Support Sum$0SupportSumAmt
Other Support Sum$0OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

FieldValueIRS element (for citing)
Listed By Name Governing DocYes (1)ListedByNameGoverningDocInd
Suprt Org No IRS Determination0SuprtOrgNoIRSDeterminationInd
Supported Org Section C4560SupportedOrgSectionC456Ind
Supported Org Not Organized US0SupportedOrgNotOrganizedUSInd
Organization Change Suprt Org0OrganizationChangeSuprtOrgInd
Support Non Supported Org0SupportNonSupportedOrgInd
Payment Substantial Contribtr0PaymentSubstantialContribtrInd
Loan Disqualified Person0LoanDisqualifiedPersonInd
Controlled Disqualified Prsn0ControlledDisqualifiedPrsnInd
Disqualified Prsn Controll Int0DisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr Int0DisqualifiedPrsnOwnrIntInd
Excess Business Holdings Rules0ExcessBusinessHoldingsRulesInd
Contribution Controller0ContributionControllerInd
Contribution Family0ContributionFamilyInd
Contribution35 Controlled0Contribution35ControlledInd

Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp

FieldValueIRS element (for citing)
Power Appoint Majority Dir TrstYes (1)PowerAppointMajorityDirTrstInd
Operate Benefit Non Suprt Org0OperateBenefitNonSuprtOrgInd

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp

FieldValueIRS element (for citing)
DescDUE FROM AFFILIATESDesc
Book Value$26,072,130BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Other Assets$26,072,130TotalBookValueOtherAssetsAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationAMG APPLIES FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ACCOUNTING STANDARDS CODIFICATION (ASC) TOPIC 740, INCOME TAXES, WHICH CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAX POSITIONS AND PROVIDES GUIDANCE WHEN TAX POSITIONS ARE RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS AND HOW THE VALUE OF THESE POSITIONS ARE DETERMINED. U.S. GENERALLY ACCEPTED ACCOUNTING PRINCIPLES (U.S. GAAP) REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF IT HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINABLE UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN AND HAS CONCLUDED THAT AS OF SEPTEMBER 30, 2023 AND 2022, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (1)AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
JOHN COURIS
SECRETARY & DIRECTOR$0$1,231,255$0$881,975$0$0$0$15,250$0$26,246$0$2,154,726$0$0
MARK RUNYON
TREASURER & DIRECTOR$0$650,924$0$261,012$0$0$0$13,006$0$22,034$0$946,976$0$0
STACEY BRANDT
DIRECTOR$0$500,136$0$261,306$0$780$0$15,250$0$26,246$0$803,718$0$0
ADAM SMITH
DIRECTOR$0$395,005$0$243,498$0$48,858$0$15,250$0$25,638$0$728,249$0$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 7FormAndLineReferenceDesc
ExplanationNON-FIXED PAYMENTS PROVIDED BONUS AND INCENTIVE COMPENSATION IS BASED ON ACHIEVEMENT OF CERTAIN TARGETS, QUALITY INDICATORS, AND NON-FINANCIAL METRICS.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART I, LINE 1COLLABORATION BETWEEN THE FLORIDA HEALTH SCIENCES CENTER AND UNIVERSITY OF SOUTH FLORIDA AND THEIR RESPECTIVE AFFILIATES.
FORM 990, PART III, LINE 3THE CORPORATION WAS FORMED TO PROVIDE CERTAIN SERVICES TO ASSIST THE PHYSICIANS EMPLOYED BY THE UNIVERSITY OF SOUTH FLORIDA BOARD OF TRUSTEES ("USF") AND TAMPA GENERAL MEDICAL GROUP, INC. ("TGMG"). THE CORPORATION'S BOARD OF DIRECTORS ARE COMPOSED OF REPRESENTATIVES OF UNIVERSITY OF SOUTH FLORIDA (USF) HEALTH SERVICES SUPPORT ORGANIZATION, INC. ("USF HSSO"), AN AFFILIATE OF USF, AND FLORIDA HEALTH SCIENCE CENTER, INC. D/B/A TAMPA GENERAL HOSPITAL ("FHSC"), AN AFFILIATE OF TGMG. THE OFFICERS FOR TGMG AND UNIVERSITY MEDICAL SERVICE ASSOCIATION, INC. ("UMSA"), A CONTROLLED AFFILIATE OF USF, WILL BE INVOLVED IN THE MANAGEMENT OF THE CORPORATION INDIRECTLY THROUGH THE CORPORATION'S PRESIDENT. THE OFFICERS OF TGMG AND UMSA WILL COLLABORATE WITH THE CORPORATION'S LEADERSHIP AND MAY HAVE AN INDIRECT INFLUENCE ON THE CORPORATION'S MANAGEMENT DECISIONS. THE GOVERNING BOARD OF THE CORPORATION CONSISTS OF THE PRESIDENT AND CHIEF EXECUTIVE OFFICER OF FHSC ("PRESIDENT") AND THE CHAIR OF USF HSSO, A CONTROLLED AFFILIATE OF USF ("CHAIR"). THE PRESIDENT AND CHAIR EACH APPOINT FOUR (4) ADDITIONAL DIRECTORS TO SERVE ON THE GOVERNING BOARD OF THE CORPORATION. THE NUMBER OF MEMBERS OF THE GOVERNING BOARD APPOINTED BY A TGH OR USF REPRESENTATIVE SHALL ALWAYS BE EQUAL. THE GOVERNING BOARD'S AUTHORITY INCLUDES (I) OVERSEEING THE FINANCIAL PERFORMANCE AND ESTABLISHING FINANCIAL METRICS AND TARGETS RELATING TO THE CORPORATION, (II) ESTABLISHING OVERHEAD FUNDING POLICIES FOR THE CORPORATION, (III) OVERSEEING THE OPERATING AND EXPENSE STRUCTURE OF THE CORPORATION, AND (IV) OVERSEEING INFRASTRUCTURE AND REVENUE CYCLE SERVICES PROVIDED BY THE CORPORATION IN SUPPORT OF ITS OPERATIONS. THE CORPORATION WILL PROVIDE SUPPORT SERVICES IN FURTHERANCE OF THE SUPPORTED ORGANIZATIONS' SHARED MISSIONS AND EXEMPT PURPOSES. THE CORPORATION WILL PROVIDE INTEGRAL SERVICES TO BOTH SUPPORTED ORGANIZATIONS, WHICH INCLUDE MANAGEMENT, ADMINISTRATIVE, ORGANIZATIONAL, AND PRACTICE INFRASTRUCTURE SERVICES. BUT FOR THE CORPORATION PROVIDING SUCH SERVICES, FHSC AND USF WOULD EACH HAVE TO PERFORM THE SERVICES THEMSELVES.
FORM 990, PART VI, SECTION A, LINE 6THE ORGANIZATION'S SOLE MEMBER IS FLORIDA HEALTH SCIENCES CENTER INC (FHSC), A 501(C)(3) ORGANIZATION.
FORM 990, PART VI, SECTION A, LINE 7ATHE BOARD OF AMG HAS TEN (10) DIRECTORS DIVIDED INTO THREE (3) CLASSES. CLASS 1 - SMT DIRECTORS: THREE DIRECTORS APPOINTED BY FLORIDA HEALTH SCIENCES CENTER INC (FHSC), COMPRISED OF MEMBERS OF THE SENIOR MANAGEMENT TEAM OF FHSC. CLASS 2 - COMMUNITY DIRECTORS: THREE DIRECTORS APPOINTED BY FHSC TO REPRESENT FHSC AND THE COMMUNITY. ONE OF THESE THREE DIRECTORS WILL ALSO BE A DIRECTOR OF FHSC. CLASS 3 - PHYSICIAN DIRECTORS: THREE DIRECTORS ELECTED BY THE PHYSICIANS OF TGMG. THE SMT AND COMMUNITY DIRECTORS SHALL BE APPOINTED BY FHSC AFTER RECEIVING THE RECOMMENDATIONS OF THE NOMINATING COMMITTEE. THE PHYSICIAN DIRECTORS SHALL BE ELECTED BY THE PHYSICIANS AFTER RECEIVING THE RECOMMENDATIONS OF THE NOMINATING COMMITTEE. ONLY PERSONS APPROVED BY THE NOMINATING COMMITTEE ARE ELIGIBLE TO SERVE AS DIRECTORS OF THE CORPORATION.
FORM 990, PART VI, SECTION A, LINE 7BDECISIONS SUBJECT TO APPROVAL OF MEMBERS PER THE BYLAWS OF AMG. FLORIDA HEALTH SCIENCES CENTER INC (FHSC) IS THE SOLE MEMBER OF THE CORPORATION. AS SUCH, FHSC IS ENTITLED TO ALL RIGHTS AND POWERS OF A MEMBER UNDER THE LAWS OF THE STATE OF FLORIDA, AND THE ARTICLES OF INCORPORATION AND BYLAWS OF AMG. UNDER THE BYLAWS, CERTAIN POWERS ARE EXPRESSLY RESERVED TO FHSC: (A) ADOPT, AMEND, MODIFY OR RESTATE THE ARTICLES OF INCORPORATION OR BYLAWS OF THE CORPORATION, IN WHOLE OR IN PART; (B) APPROVE ANY AMENDMENT TO THE CORPORATION'S CHARITY OR DISCOUNTED CARE POLICIES; (C) INCUR ANY DEBT; (D) APPROVE THE CORPORATION ENTERING INTO ANY NEW SERVICE LINES; (E) APPOINT AND REMOVE THE COMMUNITY DIRECTORS AND SMT DIRECTORS, WITH OR WITHOUT CAUSE; (F) APPROVE THE ESTABLISHMENT OR DISSOLUTION OF ORGANIZATIONAL RELATIONSHIPS, INCLUDING SUBSIDIARY CORPORATIONS, PARTNERSHIPS, JOINT VENTURES, MERGERS AND CONSOLIDATIONS; (G) APPROVE THE MERGER, CONSOLIDATION, DISSOLUTION OR OTHER FUNDAMENTAL CORPORATE REORGANIZATION OF THE CORPORATION; AND (H) APPROVE THE ANNUAL CAPITAL AND OPERATING BUDGETS OF THE CORPORATION.
FORM 990, PART VI, SECTION B, LINE 11BTHE DRAFT FORM 990 WAS REVIEWED AT THE REGULARLY SCHEDULED BOARD OF DIRECTOR MEETING IN JULY 2024. UPON APPROVAL BY THE BOARD, THE FORM 990 IS FILED WITH THE INTERNAL REVENUE SERVICE.
FORM 990, PART VI, SECTION B, LINE 12CAMG ADHERES TO THE CONFLICT OF INTEREST POLICY OF ITS SOLE MEMBER ENFORCEMENT OF CONFLICTS POLICY THE MONITORING AND ENFORCING OF THE CONFLICT OF INTEREST POLICY IS A JOINT EFFORT BETWEEN CORPORATE COMPLIANCE AND HUMAN RESOURCES. ALL NEW HIRES ARE REQUIRED TO REVIEW, COMPLETE, AND SIGN THE CONFLICT OF INTEREST (COI) STATEMENT. THE LEADERSHIP GROUP AND ALL BOARD MEMBERS ARE REQUIRED TO REVIEW, COMPLETE, AND SIGN THE COI ANNUALLY. IN ADDITION, EXISTING EMPLOYEES ARE REQUIRED AS PART OF THEIR ANNUAL PERFORMANCE EVALUATION TO REVIEW, COMPLETE, AND SIGN THE COI. ALL THE COIS ARE REVIEWED BY HUMAN RESOURCES. IF THERE IS A COI DISCLOSED ON THE FORM, ADDITIONAL INFORMATION IS REQUESTED FROM THE EMPLOYEE. IN SOME CASES, THE CORPORATE COMPLIANCE DEPARTMENT IS INVOLVED WHERE ADDITIONAL INPUT OR GUIDANCE IS NEEDED BY HUMAN RESOURCES. EMPLOYEES ARE ALSO ADVISED TO DISCLOSE COIS THAT MAY ARISE DURING THE COURSE OF THE YEAR. EMPLOYEES AND OTHER TGH HEALTHCARE PARTNERS CAN SIMILARLY REPORT COIS TO CORPORATE COMPLIANCE USING THE COMPLIANCE LINE, EMAIL, PHONE, ETC. PERIODICALLY, IN NEWSLETTERS ISSUED BY CORPORATE COMPLIANCE, REFERENCE IS MADE TO COI. IT IS THE RESPONSIBILITY OF CORPORATE COMPLIANCE TO INITIATE INVESTIGATIONS OF ALLEGATIONS OF COIS.
FORM 990, PART VI, SECTION C, LINE 19NO DOCUMENTS AVAILABLE TO THE PUBLIC.
FORM 990, PART IX, LINE 11GOTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 539,062. MANAGEMENT AND GENERAL EXPENSES 360,803. TOTAL EXPENSES 899,865.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationIndBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Txt
FLORIDA HEALTH SCIENCES CENTER INC
PO BOX 1289TAMPAFL336011289593458145HOSPITALFL501(C)(3)LINE 3N/A0
TAMPA GENERAL MEDICAL GROUP INC
PO BOX 1289TAMPAFL33606861810505PHYSICIANFL501(C)(3)LINE 100FHSC
TAMPA GENERAL PROVIDER NETWORK INC
1 TAMPA GENERAL CIRCLETAMPAFL33606861810505PHYSICIANFL501(C)(3)LINE 100FHSC

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp

Related Organization Name RelatedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1THE SURGERY CENTER AT TGH BRANDONBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1289AddressLine1Txt
CityTAMPACityNm
State AbbreviationFLStateAbbreviationCd
ZIP336011289ZIPCd
FieldValueIRS element (for citing)
EIN611795393EIN
Primary ActivitiesSURGERY CEPrimaryActivitiesTxt
Legal Domicile StateFLLegalDomicileStateCd
Direct Controlling NAN/ADirectControllingNACd
Predominant Income TypeN/APredominantIncomeTypeTxt
Disproportionate Allocations0DisproportionateAllocationsInd
General Or Managing Partner0GeneralOrManagingPartnerInd

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdDirect Controlling NADirectControllingNACdEntity TypeEntityTypeTxtControlled OrganizationControlledOrganizationIndAddress Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmCountryForeignAddress/CountryCdForeign PostalForeignAddress/ForeignPostalCdLegal Domicile Foreign CountryLegalDomicileForeignCountryCd
TGH AMBULATORY SERVICES COMPANY
PO BOX 1289TAMPAFL336011289812203868HOLDING COFLN/AC0
TGHHOC
PO BOX 1289TAMPAFL336011289472089251RESTAURANTFLN/AC0
FLORDIA HEALTH SCIENCES CENTER LTD
980695992PROFESSIONN/AC023 LIME TREE BAY AVENUE BLD 4 FL 2GRAND CAYMANCJKY1-1102CJ
TGH INNOVENTURES BLOCKER LLC
PO BOX 1289TAMPAFL33601872558291INVESTINGDEN/AC0
TGPN BLOCKER LLC
PO BOX 1289TAMPAFL33601884018311HOLDING COFLN/AC0
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (1)ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd