UNITED HEALTH SERVICES INC: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- UNITED HEALTH SERVICES INC (EIN 22-2682421)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-13
- IRS object ID
- 202443189349305454
- Schema version
- 2023v5.1
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-13T11:36:47-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 454051133 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FREED MAXICK CPAS PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 424 MAIN STREET SUITE 800 | AddressLine1Txt |
| City | BUFFALO | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 142023508 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 222682421 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED HEALTH SERVICES INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIT | BusinessNameControlTxt |
| Phone | 6077622107 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20-42 MITCHELL AVENUE | AddressLine1Txt |
| City | BINGHAMTON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13903 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN CARRIGG | PersonNm |
| Person Title | PRESIDENT / CEO | PersonTitleTxt |
| Phone | 6077622107 | PhoneNum |
| Signature | 2024-11-12 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARY MADONIA | PreparerPersonNm |
| PTIN | P00405803 | PTIN |
| Phone | 7168472651 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JOHN CARRIGG | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20-42 MITCHELL AVENUE | AddressLine1Txt |
| City | BINGHAMTON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13903 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $11,427,872 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.NYUHS.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1984 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | -HEALTH CARE SYSTEM PLANNING AND COORDINATING. | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 17 | TotalEmployeeCnt |
| Total Volunteers | 11 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $9,646,959 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $11,320,296 | CYProgramServiceRevenueAmt |
| PY Investment Income | $0 | PYInvestmentIncomeAmt |
| CY Investment Income | $86,167 | CYInvestmentIncomeAmt |
| PY Other Revenue | $368 | PYOtherRevenueAmt |
| CY Other Revenue | $21,409 | CYOtherRevenueAmt |
| PY Total Revenue | $9,647,327 | PYTotalRevenueAmt |
| CY Total Revenue | $11,427,872 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $118,600 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $45,000 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,843,745 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,367,895 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $8,550,183 | PYOtherExpensesAmt |
| CY Other Expenses | $8,711,027 | CYOtherExpensesAmt |
| PY Total Expenses | $10,512,528 | PYTotalExpensesAmt |
| CY Total Expenses | $11,123,922 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$865,201 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $303,950 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $26,029,856 | TotalAssetsBOYAmt |
| Total Assets EOY | $27,561,973 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,363,830 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,911,086 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $22,666,026 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $23,650,887 | NetAssetsOrFundBalancesEOYAmt |
| Mission | UNITED HEALTH SERVICES, INC. IS THE PARENT CORPORATION RESPONSIBLE FOR GOVERNING, PLANNING, COORDINATING, MONITORING AND SUPPORTING SYSTEM DEVELOPMENT. ITS MISSION IS TO IMPROVE THE HEALTH OF THOSE WE SERVE THROUGH OUR COMMITTMENT TO EXCELLENCE IN ALL THAT WE DO. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $10,056,026 | ExpenseAmt |
| Grant | $45,000 | GrantAmt |
| Revenue | $11,320,296 | RevenueAmt |
| Desc | UNITED HEALTH SERVICES, INC. IS THE NOT-FOR-PROFIT, TAX-EXEMPT PARENT OF THE UNITED HEALTH SERVICES, INC. HEALTHCARE SYSTEM. ITS MISSION IS TO IMPROVE THE HEALTH OF THOSE THAT OUR SYSTEM MEMBERS SERVE THROUGH OUR COMMITTMENT TO EXCELLENCE IN ALL THAT WE DO. ADDITIONALLY, UNITED HEALTH SERVICES, INC. GOVERNS THE ACTIVITIES OF THE SYSTEM'S MEMBERS TO ENSURE A COMPREHENSIVE, WELL ORGANIZED NETWORK OF HIGH QUALITY AFFORDABLE HEALTHCARE SERVICES FOR THEIR SERVICE AREAS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenue | $21,409 | RevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Revenue | $21,409 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $10,056,026 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | Yes (1) | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 23 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 17 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN KLEESPIES - CONTROLLER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6077623021 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 MITCHELL AVENUE | AddressLine1Txt |
| City | BINGHAMTON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 139031617 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (29 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| PETER NEWMAN | ||||||||
| CHAIRMAN/BOARD MEMBER | 2.00 | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| BRUCE BOWLING MD | ||||||||
| VICE CHAIR/BOARD MEMBER | 2.00 | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| LINDA BEST | ||||||||
| SECRETARY/BOARD MEMBER | 2.00 | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| KEITH CHADWICK | ||||||||
| TREASURER/BOARD MEMBER | 2.00 | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JOHN CARRIGG | ||||||||
| PRESIDENT/CEO/BOARD MEMBER | 55.00 | 8.00 | Yes (X) | Yes (X) | $1,877,680 | $0 | $124,411 | |
| JEROME CANNY | ||||||||
| FORMER CHAIRMAN/BOARD MEMBER | 2.00 | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| RAJESH DAVE | ||||||||
| EXECUTIVE VP/MD/BOARD MEMBER | 13.75 | 2.00 | Yes (X) | Yes (X) | $154,711 | $0 | $3,785 | |
| ERIC LARSEN | ||||||||
| BOARD MEMBER | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| REV LARRY LIGHT | ||||||||
| BOARD MEMBER | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MARK SHUMEYKO MD | ||||||||
| BOARD MEMBER (TO 5/31/23) | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| JOE MIRABITO | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| MATHEW SALANGER | ||||||||
| SR STRATEGIC ADVISOR/BOARD MEMBER | 20.00 | 2.00 | Yes (X) | $17,383 | $0 | $8 | ||
| JOSEPH STAGLIANO | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| JAMES TALLON | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| LORI WALSH | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| KAY BOLAND RN | ||||||||
| SR VP-CHIEF NURSING & OPERATING OFFICER | 55.00 | 2.00 | Yes (X) | $656,383 | $0 | $123,712 | ||
| JAMES SMITH | ||||||||
| VP - CHIEF FINANCIAL OFFICER | 55.00 | Yes (X) | $493,844 | $0 | $34,677 | |||
| CHRISTINA BOYD | ||||||||
| VP - COMMUNITY RELATIONS(TO 6/30/23) | 55.00 | Yes (X) | $186,411 | $0 | $39,838 | |||
| CARRIE DAVIS | ||||||||
| VP - COMMUNITY RELATIONS | 55.00 | Yes (X) | $173,111 | $0 | $27,952 | |||
| SHERI LAMOUREUX | ||||||||
| VP - HUMAN RESOURCES | 55.00 | Yes (X) | $340,517 | $0 | $18,899 | |||
| DEBORAH PLATZ | ||||||||
| VP - GENERAL COUNSEL | 55.00 | Yes (X) | $394,805 | $0 | $29,569 | |||
| AFZAL REHMAN MD PHD | ||||||||
| SR VP-CHIEF INFORMATICS OFFICER | 55.00 | Yes (X) | $1,000,765 | $0 | $103,835 | |||
| DANIELLE DONLIN | ||||||||
| VP - PHYSICIAN PRACTICE | 55.00 | Yes (X) | $318,339 | $0 | $40,403 | |||
| PEGGY THOMAS | ||||||||
| VP - CHIEF NURSING OFFICER | 55.00 | Yes (X) | $37,500 | $0 | $3,859 | |||
| HEATHER MILLER | ||||||||
| SR ASSOC.ASST GENERAL COUN | 55.00 | $222,727 | $0 | $48,392 | Yes (X) | |||
| PAT WILLIAMS | ||||||||
| SR DIRECTOR STRATEGIC PLAN | 55.00 | $157,129 | $0 | $45,048 | Yes (X) | |||
| CHRISTINA DOLAN | ||||||||
| DIRECTOR PUBLIC POLICY & P | 55.00 | $128,926 | $0 | $25,946 | Yes (X) | |||
| GINA KITTEK | ||||||||
| DIRECTOR RISK MANAGEMENT | 55.00 | $145,337 | $0 | $19,253 | Yes (X) | |||
| HEATHER HAGLUND | ||||||||
| SR ASSOC.ASST GENERAL COUN | 55.00 | $195,943 | $0 | $26,611 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $6,501,511 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $716,198 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 15 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | Yes (1) | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| HARTER SECREST & EMERY LLP | |||||
| 1600 BAUSCH LOMB PLACE | ROCHESTER | NY | 14604 | LEGAL | $511,153 |
| ZERO IN RECRUITMENT MKT ALOY | |||||
| PO BOX 672 | WILLMINGTON | DE | 19899 | RECRUITMENT | $382,910 |
| BARCLAY DAMON LLPP | |||||
| PO BOX 1265 | ALBANY | NY | 12201 | LEGAL | $233,753 |
| PARK OUTDOOR ADVERTISING INC | |||||
| PO BOX 4680 | ITHACA | NY | 14852 | ADVERTISING/COMMUNICATIONS | $230,425 |
| HURON CONSULTING SERVICES LLC | |||||
| 3005 MOMENTUM PLACE | CHICAGO | IL | 60077 | STRATEGIC FINANCIAL PLANNING | $171,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 16 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SHARED SERVICES | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $11,320,296 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $11,320,296 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $11,320,296 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $86,167 | TotalRevenueColumnAmt |
| Exclusion | $86,167 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $21,409 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $21,409 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $21,409 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,427,872 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $11,341,705 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $86,167 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,000 | TotalAmt |
| Program Services | $45,000 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,316,305 | TotalAmt |
| Program Services | $1,189,940 | ProgramServicesAmt |
| Management And General | $126,365 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $151,001 | TotalAmt |
| Program Services | $136,505 | ProgramServicesAmt |
| Management And General | $14,496 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $754,634 | TotalAmt |
| Program Services | $682,189 | ProgramServicesAmt |
| Management And General | $72,445 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $145,955 | TotalAmt |
| Program Services | $131,943 | ProgramServicesAmt |
| Management And General | $14,012 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $269,425 | TotalAmt |
| Program Services | $243,560 | ProgramServicesAmt |
| Management And General | $25,865 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $71,400 | TotalAmt |
| Program Services | $64,546 | ProgramServicesAmt |
| Management And General | $6,854 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,642 | TotalAmt |
| Program Services | $7,812 | ProgramServicesAmt |
| Management And General | $830 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,401,472 | TotalAmt |
| Program Services | $2,170,931 | ProgramServicesAmt |
| Management And General | $230,541 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $387,735 | TotalAmt |
| Program Services | $350,511 | ProgramServicesAmt |
| Management And General | $37,224 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,569 | TotalAmt |
| Program Services | $9,554 | ProgramServicesAmt |
| Management And General | $1,015 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,427 | TotalAmt |
| Program Services | $11,234 | ProgramServicesAmt |
| Management And General | $1,193 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,097,126 | TotalAmt |
| Program Services | $4,607,802 | ProgramServicesAmt |
| Management And General | $489,324 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,979 | TotalAmt |
| Program Services | $20,773 | ProgramServicesAmt |
| Management And General | $2,206 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,274 | TotalAmt |
| Program Services | $25,560 | ProgramServicesAmt |
| Management And General | $2,714 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| DUES | $164,102 | $148,348 | $15,754 |
| LICENSES AND TAXES | $163,343 | $147,662 | $15,681 |
| BOARD RELATED ACTIVITY | $44,583 | $40,303 | $4,280 |
| BOOKS/MAG SUBSCRIPTIONS | $13,454 | $12,162 | $1,292 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,496 | TotalAmt |
| Program Services | $9,691 | ProgramServicesAmt |
| Management And General | $5,805 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,123,922 | TotalAmt |
| Program Services | $10,056,026 | ProgramServicesAmt |
| Management And General | $1,067,896 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,086,310 | BOYAmt |
| EOY | $1,381,558 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $416,309 | BOYAmt |
| EOY | $435,601 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $244,402 | BOYAmt |
| EOY | $329,693 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $282,976 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $281,061 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,894 | BOYAmt |
| EOY | $1,915 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,747,121 | BOYAmt |
| EOY | $13,704,287 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,510,820 | BOYAmt |
| EOY | $11,708,919 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,029,856 | BOYAmt |
| EOY | $27,561,973 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $202,367 | BOYAmt |
| EOY | $238,661 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,161,463 | BOYAmt |
| EOY | $3,672,425 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,363,830 | BOYAmt |
| EOY | $3,911,086 | 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 | $22,666,026 | BOYAmt |
| EOY | $23,650,887 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,666,026 | BOYAmt |
| EOY | $23,650,887 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,029,856 | BOYAmt |
| EOY | $27,561,973 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $303,950 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $680,911 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | 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 | 0 | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $374,757 | CurrentTaxYearMinus3YearsAmt |
| Total | $374,757 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,822,400 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,528,739 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,935,942 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,647,327 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,341,705 | CurrentTaxYearAmt |
| Total | $51,276,113 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,822,400 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,903,496 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,935,942 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,647,327 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,341,705 | CurrentTaxYearAmt |
| Total | $51,650,870 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $51,650,870 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,076 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,689 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year | $86,167 | CurrentTaxYearAmt |
| Total | $101,932 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,076 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,689 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year | $86,167 | CurrentTaxYearAmt |
| Total | $101,932 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,829,476 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,912,185 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,935,942 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,647,327 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,427,872 | CurrentTaxYearAmt |
| Total | $51,752,802 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99800 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99960 | PublicSupportPY509Pct |
| Investment Income CY | 0.00200 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00040 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | 0 | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $8,642 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $8,642 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | UNITED HEALTH SERVICES, INC HAS LIMITED LOBBYING ACTIVITIES. ACTIVITIES ARE CONDUCTED ON THE ORGANIZATION'S BEHALF THROUGH MEMBERSHIP IN THE IROQUOIS HEALTHCARE ALLIANCE AND HANYS (HEALTHCARE ASSOCIATION OF NYS). (990, PAGE 10, LINE 11) | ExplanationTxt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $12,924,441 | BeginningYearBalanceAmt |
| Contributions | $209,080 | ContributionsAmt |
| Investment Earnings Or Losses | $2,589,444 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | -$5,003,175 | OtherExpendituresAmt |
| End Year Balance | $10,719,790 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $17,333,097 | BeginningYearBalanceAmt |
| Contributions | $269,296 | ContributionsAmt |
| Investment Earnings Or Losses | -$3,024,770 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | -$1,653,182 | OtherExpendituresAmt |
| End Year Balance | $12,924,441 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $15,561,233 | BeginningYearBalanceAmt |
| Contributions | $254,112 | ContributionsAmt |
| Investment Earnings Or Losses | $1,672,258 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | -$154,506 | OtherExpendituresAmt |
| End Year Balance | $17,333,097 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $13,620,897 | BeginningYearBalanceAmt |
| Contributions | $384,364 | ContributionsAmt |
| Investment Earnings Or Losses | $1,772,909 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | -$216,937 | OtherExpendituresAmt |
| End Year Balance | $15,561,233 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,791,021 | BeginningYearBalanceAmt |
| Contributions | $416,466 | ContributionsAmt |
| Investment Earnings Or Losses | $2,065,877 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $347,533 | OtherExpendituresAmt |
| End Year Balance | $13,620,897 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1.00000 | BoardDesignatedBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $282,976 | OtherCostOrOtherBasisAmt |
| Depreciation | $281,061 | DepreciationAmt |
| Book Value | $1,915 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,915 | TotalBookValueLandBuildingsAmt |
Invst Program Related Org InvstProgramRelatedOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| VHA ENTERPRISES | $225,000 | C |
| INVEST IN SOUTHERN NEW YORK INDEMNITY | $13,479,287 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Program Rltd | $13,704,287 | TotalBookValueProgramRltdAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| BENEFICIAL INTEREST IN UHS FOUNDATION ASSETS | $10,719,790 |
| DUE FROM AFFILIATES | $989,129 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $11,708,919 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| ACCRUED PENSION COSTS - LONG TERM | $112,802 |
| ACCRUED PENSION CONTRIB LIABILITY & EQUITY | $667,414 |
| DUE TO AFFILIATES | $330,335 |
| OTHER | $2,561,874 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $3,672,425 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE USE OF ENDOWMENT FUNDS RECEIVED FROM THE UNITED HEALTH SERVICES FOUNDATION ARE IN ACCORDANCE WITH THE DONORS' WISHES AND GENERAL USE. THE UNRESTRICTED INTEREST IN THE UHS FOUNDATION IS BOARD DESIGNATED. |
| PART X, LINE 2: | THE CONSOLIDATED FINANCIAL STATEMENT PACKAGE FOR UNITED HEALTH SERVICES, INC. CONTAINED THE FOLLOWING FOOTNOTE 1 (U): ALL OF THE ENTITIES INCLUDED IN THE COMBINED FINANCIAL STATEMENTS EXCEPT PATHWAYS HEALTH MANAGEMENT, INC. AND SOUTHERN NEW YORK INDEMNITY COMPANY, LLC ARE NOT-FOR-PROFIT CORPORATIONS AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND ARE GENERALLY EXEMPT FROM FEDERAL INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE INTERNAL REVENUE CODE. AS OF DECEMBER 31, 2023 AND 2022, THE CORPORATION DID NOT HAVE ANY UNRECOGNIZED TAX BENEFITS OR ANY RELATED ACCRUED INTEREST OR PENALTIES. THE TAX YEARS OPEN TO EXAMINATION BY FEDERAL AND STATE TAXING AUTHORITIES ARE 2020 THROUGH 2023. THE CORPORATION DOES NOT ANTICIPATE THAT THE TOTAL UNRECOGNIZED TAX BENEFITS WILL CHANGE IN THE NEXT TWELVE MONTHS. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| UNITED WAY OF BROOME COUNTY | ||||||||
| PO BOX 550 | BINGHAMTON | NY | 13902 | 150564074 | 501(C)(3) | $10,000 | $0 | CONTRIBUTION |
| DICKS SPORTING GOODS OPEN | ||||||||
| PO BOX 5571 | ENDICOTT | NY | 13760 | 161241537 | 501(C)(3) | $35,000 | $0 | CONTRIBUTION |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE BOARD APPROVES ALL GRANTS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (15 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JOHN CARRIGG | ||||||||||||||
| PRESIDENT/CEO/BOARD MEMBER | $1,168,008 | $0 | $0 | $0 | $709,672 | $0 | $92,059 | $0 | $32,352 | $0 | $2,002,091 | $0 | $0 | $0 |
| AFZAL REHMAN MD PHD | ||||||||||||||
| SR VP-CHIEF INFORMATICS OFFICER | $1,000,765 | $0 | $0 | $0 | $0 | $0 | $69,696 | $0 | $34,139 | $0 | $1,104,600 | $0 | $0 | $0 |
| KAY BOLAND RN | ||||||||||||||
| SR VP-CHIEF NURSING & OPERATING OFFI | $655,970 | $0 | $0 | $0 | $413 | $0 | $106,650 | $0 | $17,062 | $0 | $780,095 | $0 | $0 | $0 |
| JAMES SMITH | ||||||||||||||
| VP - CHIEF FINANCIAL OFFICER | $493,844 | $0 | $0 | $0 | $0 | $0 | $19,754 | $0 | $14,923 | $0 | $528,521 | $0 | $0 | $0 |
| DEBORAH PLATZ | ||||||||||||||
| VP - GENERAL COUNSEL | $394,805 | $0 | $0 | $0 | $0 | $0 | $15,792 | $0 | $13,777 | $0 | $424,374 | $0 | $0 | $0 |
| SHERI LAMOUREUX | ||||||||||||||
| VP - HUMAN RESOURCES | $340,517 | $0 | $0 | $0 | $0 | $0 | $13,621 | $0 | $5,278 | $0 | $359,416 | $0 | $0 | $0 |
| DANIELLE DONLIN | ||||||||||||||
| VP - PHYSICIAN PRACTICE | $318,339 | $0 | $0 | $0 | $0 | $0 | $35,676 | $0 | $4,727 | $0 | $358,742 | $0 | $0 | $0 |
| HEATHER MILLER | ||||||||||||||
| SR ASSOC.ASST GENERAL COUN | $222,727 | $0 | $0 | $0 | $0 | $0 | $15,851 | $0 | $32,541 | $0 | $271,119 | $0 | $0 | $0 |
| CHRISTINA BOYD | ||||||||||||||
| VP - COMMUNITY RELATIONS(TO 6/30/23) | $136,411 | $0 | $50,000 | $0 | $0 | $0 | $27,998 | $0 | $11,840 | $0 | $226,249 | $0 | $0 | $0 |
| HEATHER HAGLUND | ||||||||||||||
| SR ASSOC.ASST GENERAL COUN | $185,943 | $0 | $10,000 | $0 | $0 | $0 | $7,572 | $0 | $19,039 | $0 | $222,554 | $0 | $0 | $0 |
| PAT WILLIAMS | ||||||||||||||
| SR DIRECTOR STRATEGIC PLAN | $157,129 | $0 | $0 | $0 | $0 | $0 | $10,943 | $0 | $34,105 | $0 | $202,177 | $0 | $0 | $0 |
| CARRIE DAVIS | ||||||||||||||
| VP - COMMUNITY RELATIONS | $173,111 | $0 | $0 | $0 | $0 | $0 | $23,083 | $0 | $4,869 | $0 | $201,063 | $0 | $0 | $0 |
| GINA KITTEK | ||||||||||||||
| DIRECTOR RISK MANAGEMENT | $145,337 | $0 | $0 | $0 | $0 | $0 | $5,860 | $0 | $13,393 | $0 | $164,590 | $0 | $0 | $0 |
| RAJESH DAVE | ||||||||||||||
| EXECUTIVE VP/MD/BOARD MEMBER | $151,403 | $0 | $0 | $0 | $3,308 | $0 | $0 | $0 | $3,785 | $0 | $158,496 | $0 | $0 | $0 |
| CHRISTINA DOLAN | ||||||||||||||
| DIRECTOR PUBLIC POLICY & P | $128,926 | $0 | $0 | $0 | $0 | $0 | $5,401 | $0 | $20,545 | $0 | $154,872 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 4B | PAYMENT IN 2023 FROM A NON-QUALIFIED PLAN: JOHN CARRIGG $702,511 RE: SCHEDULE J, PART II, LINE 1, "BIII - OTHER REPORTABLE COMPENSATION IN THE AMOUNT OF $702,511 INCLUDES NON-QUALIFIED SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP). EARLY SERP DISTRIBUTIONS WERE RELATED TO INCOME TAX PAYMENTS; THE REMAINING AMOUNTS ARE DEFERRED UNTIL SUBSEQUENT TRIGGERING EVENTS. |
| FORM 990, PART VII, SECTION A, LINE 5, UNRELATED ORGANIZATION DETAIL; | INDIVIDUAL: AFZAL REHMAN, CHIEF INFORMATION OFFICER, COMPENSATION RECEIVED FROM UNRELATED ORGANIZATION: UNITED MEDICAL ASSOCIATES (UMA), UMA BILLS BACK 50% OF REHMAN'S COMPENSATION TO UHS INC. TOTAL COMPENSATION ON W-2 IS 100% UHS INC: $1,034,904 |
| FORM 990, PART II; | THE ORGANIZATION DOES NOT COMPENSATE FOR BOARD MEMBER SERVICE. THE SALARIES LISTED ARE FOR SERVICE AS EMPLOYEES. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE 990 PREPARATION AND FILING IS THE RESPONSIBILITY OF THE UNITED HEALTH SERVICES, INC. MANAGEMENT, AS DELEGATED BY THE UNITED HEALTH SERVICES, INC. BOARD OF DIRECTORS. THE UHS FINANCE DIVISION PREPARES THE 990 WHICH IS THEN REVIEWED BY THE UNITED HEALTH SERVICES, INC.'S CFO, PRESIDENT AND INDEPENDENT AUDITORS PRIOR TO FILING. A SUMMARY OF KEY ELEMENTS OF THE 990 IS SHARED WITH THE BOARD OF DIRECTORS FOR INFORMATIONAL PURPOSES. |
| FORM 990, PART VI, SECTION B, LINE 12C | A WRITTEN CONFLICT OF INTEREST POLICY WAS ADOPTED BY THE COMPANY IN MAY OF 2013. DIRECTORS, OFFICERS AND KEY EMPLOYEES SUBMIT CONFLICT OF INTEREST STATEMENTS ANNUALLY WHICH ARE REVIEWED BY THE CEO AND BOARD CHAIRMAN. |
| FORM 990, PART VI, SECTION B, LINE 15 | IT IS THE PHILOSOPHY OF UNITED HEALTH SERVICES, INC. THAT ALL STAFF, INCLUDING THE EXECUTIVE STAFF, BE COMPENSATED FAIRLY FOR THEIR WORK. BASE SALARY LEVELS, INCENTIVE/BONUS PROGRAMS AND BENEFIT PLANS ARE STRUCTURED TO CONSIDER LOCAL, REGIONAL AND NATIONAL MARKETS FOR SIMILAR PERSONNEL TO ALLOW UNITED HEALTH SERVICES, INC. TO RECRUIT, MOTIVATE, REWARD, RECOGNIZE AND RETAIN HIGHLY TALENTED EXECUTIVES WITH THE SKILLS REQUIRED TO FULFILL ITS MISSION. THE EXECUTIVE COMPENSATION PROGRAM MUST FOCUS EXECUTIVES' ATTENTION ON UHS'S STRATEGIC INITIATIVES AND MISSION CRITICAL PERFORMANCE OBJECTIVES THAT WILL LEAD TO THE ORGANIZATION'S AND SYSTEM'S SUCCESS. TO CARRY OUT THIS COMPENSATION PROGRAM, THE UNITED HEALTH SERVICES, INC. BOARD OF DIRECTORS' EXECUTIVE COMPENSATION COMMITTEE REVIEWS ANNUALLY A COMPREHENSIVE REPORT PREPARED BY AN EXTERNAL COMPENSATION FIRM, SULLIVAN COTTER ASSOCIATES, TO DETERMINE THE APPROPRIATENESS OF THE BASE AND TOTAL COMPENSATION LEVELS FOR THE SENIOR MANAGEMENT STAFF. THIS ANNUAL REPORT FOCUSES ON TWO KEY AREAS: 1)THE COMPETITIVENESS OF THE SENIOR MANAGEMENT STAFF'S BASE AND TOTAL COMPENSATION (INCLUDING BENEFITS) VS. NATIONAL BENCHMARK DATA FOR COMPARABLY SIZED HEALTH CARE SYSTEMS AND HOSPITALS (BASED UPON 'TOTAL REVENUE' METRICS), AND 2) A 'REASONABLE ASSESSMENT' CONSISTENT WITH THE U. S. TREASURY DEPARTMENT REGULATIONS GOVERNING EXECUTIVE COMPENSATION FOR NOT-FOR-PROFIT ORGANIZATIONS. THE DATA FROM THIS REPORT ASSISTS THE EXECUTIVE COMMITTEE IN DETERMINING THE APPROPRIATENESS OF THE SENIOR MANAGEMENTS' CURRENT BASE AND TOTAL COMPENSATION LEVELS AND THE NEED FOR ANY ADJUSTMENTS FOR THAT CALENDAR YEAR. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION PROVIDES FORM 1023, FORM 990 AND OTHER INFORMATION REQUIRED UNDER INTERNAL REVENUE SERVICE REGULATIONS TO THE PUBLIC, UPON REQUEST. |
| FORM 990, PART IX, LINE 5 | GINA KITTEK, AFZAL REHMAN, HEATHER MILLER, PAT WILLIAMS, HEATHER HAGLUND AND CHRISTINA DOLAN ARE PAID DIRECTLY BY UHS, INC. UHS HOSPITALS IS A COMMON PAYMASTER FROM WHICH THE W-2S ARE ISSUED FOR MATTHEW SALANGER, JOHN CARRIGG, KAY BOLAND, JAMES SMITH, RAJESH DAVE, CHRISTINA BOYD, SHERI LAMOUREUX, DEBORAH PLATZ, DANIELLE DONLIN, CARRIE DAVIS AND PEGGY THOMAS. |
| FORM 990, PART XI, LINE 9: | CHANGE IN UNRESTRICTED INTEREST IN NET ASSETS OF UHS FOUNDATION,INC -2,204,651. CHANGE IN ACCRUED PENSION COSTS - LONG TERM -71,606. CHANGE IN EQUITY INTEREST IN SNYICL 2,957,168. |
| FORM 990, PART XII, LINE 2C | THE UHS, INC AUDIT IS DONE IN CONJUNCTION WITH THE CONSOLIDATION FINANCIAL STATEMENT AUDIT AND REVIEWED AT THE UHS INC'S BOARD OF DIRECTORS LEVEL. THE BOARD IS RESPONSIBLE FOR OVERSEEING THE AUDIT OF UHS, INC'S FINANCIAL STATEMENTS. THE BOARD OF DIRECTORS ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT AND SELECTION OF THE INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEARS. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOUTHERN NEW YORK INDEMNITY COMPANY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 126 COLLEGE ST SUITE 400 | AddressLine1Txt |
| City | BURLINGTON | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 05401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 463254034 | EIN |
| Primary Activities | CAPTIVE INSURANCE COMPANY | PrimaryActivitiesTxt |
| Legal Domicile State | VT | LegalDomicileStateCd |
| Total Income | $2,724,400 | TotalIncomeAmt |
| End Of Year Assets | $21,686,342 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED HEALTH SERVICES INC | BusinessNameLine1Txt |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| UNITED HEALTH SVCS HOSPITALS INC | ||||||||||
| 33-57 HARRISON ST | JOHNSON CITY | NY | 13790 | 161165049 | HOSPITAL | NY | 501(C)(3) | 3 | UNITED HEALTH SERVICES INC | 0 |
| PROFESSIONAL HOME CARE INC | ||||||||||
| 601 RIVERSIDE DRIVE | JOHNSON CITY | NY | 13790 | 161261977 | HOME HEALTH CARE | NY | 501(C)(3) | 10 | UNITED HEALTH SERVICES INC | 0 |
| IDEAL SENIOR LIVING CENTER INC | ||||||||||
| 508 HIGH ST | ENDICOTT | NY | 13760 | 222902896 | SENIOR LIVING CENTER | NY | 501(C)(3) | 3 | UNITED HEALTH SERVICES INC | 0 |
| IDEAL SR LIVING CTR HOUSING CORP | ||||||||||
| 508 HIGH ST | ENDICOTT | NY | 13760 | 222902899 | SENIOR HOUSING | NY | 501(C)(3) | 10 | UNITED HEALTH SERVICES INC | 0 |
| CHENANGO MEMORIAL HOSPITAL INC | ||||||||||
| 179 N BROAD ST | NORWICH | NY | 13815 | 150532180 | HOSPITAL | NY | 501(C)(3) | 3 | UNITED HEALTH SERVICES INC | 0 |
| DELAWARE VALLEY HOSPITAL INC | ||||||||||
| ONE TITUS PLACE | WALTON | NY | 13856 | 150524324 | HOSPITAL | NY | 501(C)(3) | 3 | UNITED HEALTH SERVICES INC | 0 |
| TWIN TIER HOME HEALTH INC | ||||||||||
| 601 RIVERSIDE DRIVE | JOHNSON CITY | NY | 13790 | 222438211 | HOME HEALTH CARE | NY | 501(C)(3) | 10 | UNITED HEALTH SERVICES INC | 0 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PATHWAY HEALTH MGMT INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 MITCHELL AVENUE | AddressLine1Txt |
| City | BINGHAMTON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13903 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 161228654 | EIN |
| Primary Activities | WINDING DOWN OF MGMT SVCS TO SUSQUEHANNA MED. ASSOC. | PrimaryActivitiesTxt |
| Legal Domicile State | NY | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED HEALTH SERVICES INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | C | EntityTypeTxt |
| Ownership | 0.50000 | OwnershipPct |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (4 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| UNITED HEALTH SERVICES HOSPITALS INC | ||
| L | $9,909,031 | BOOK VALUE |
| CHENANGO MEMORIAL HOSPITAL INC | ||
| L | $978,021 | BOOK VALUE |
| DELAWARE VALLEY HOSPITAL INC | ||
| L | $354,486 | BOOK VALUE |
| PROFESSIONAL HOME CARE INC | ||
| L | $86,603 | BOOK VALUE |