2024-12-13T19:16:03-06:00 2024-06-30 261659234 CW ASSOCIATES CPAS 700 BISHOP STREET SUITE 1040 HONOLULU HI 96813 990 2023-07-01 990307152 UNIVERSITY CLINICAL EDUCATION & RESEARCH ASSOCIATES (UCERA) UNIV 8084694961 677 ALA MOANA BOULEVARD 1001 HONOLULU HI 96813 DEREK WONG INTERIM CHIEF EXECUTIVE OFFICER 8084694961 2024-12-13 1 0 RODNEY HARANO P00220997 8085311040 2024-12-09 2023 2024-10-15 13:58:12Z UNIVERSITY HEALTH PARTNERS OF HAWAII DEREK WONG 677 ALA MOANA BOULEVARD 1001 HONOLULU HI 96813 50241952 0 X WWW.UHPHAWAII.ORG X 1993 HI TO PROVIDE FUNDING TO BUILD AND SUSTAIN THE INFRASTRUCTURE OF THE JOHN A. BURNS SCHOOL OF MEDICINE AND OTHER HEALTH SCIENCES SCHOOLS AND ORGANIZATIONS AT THE UNIVERSITY OF HAWAII; FUND THE UNIVERSITY'S HEALTH SCIENCES RESEARCH, EDUCATION, AND SCHOLARLY DEVELOPMENT; PROVIDE ADDITIONAL RESOURCES TO RECRUIT, RETAIN, AND DEVELOP QUALIFIED HEALTH SCIENCES FACULTY AT THE UNIVERSITY; PROVIDE CLINICAL TRAINING AND EDUCATION TO THE UNIVERSITY'S HEALTH SCIENCES STUDENTS; AND PROVIDE HEALTH CARE TO THE GENERAL PUBLIC, WITH SPECIAL ATTENTION TO THE POOR AND OTHER UNDERSERVED POPULATIONS OF HAWAII AND THE PACIFIC REGION. 14 6 413 25 12797 0 4994884 4324454 21637131 20307217 918302 558570 17617 15989 27567934 25206230 0 0 0 0 19584932 17801771 0 0 0 10530867 11930753 30115799 29732524 -2547865 -4526294 34284712 29563261 10732602 8785307 23552110 20777954 X UCERA IS A NON-PROFIT ORGANIZATION ESTABLISHED TO FURTHER THE MISSIONSAND VISIONS OF THE JOHN A. BURNS SCHOOL OF MEDICINE (JABSOM) AND OTHER HEALTH SCIENCES SCHOOLS OF THE UNIVERSITY OF HAWAII (UH). IT CONTRIBUTES TO THEIR GOAL OF IMPROVING THE HEALTH CARE STATUS OF THE CITIZENS OF HAWAII AND THE PACIFIC BY SUPPORTING THE EDUCATION, RESEARCH AND CLINICAL ACTIVITIES OF THE SCHOOLS. IT SUPPORTS FINANCIAL DIVERSIFICATION OF THE SCHOOL BY DEVELOPING REVENUE GENERATING INITIATIVES IN COLLABORATION WITH HOSPITALS, GOVERNMENT AGENCIES AND OTHER ENTITIES. 0 0 17357217 20310409 CLINICAL AND PROFESSIONAL SERVICES - 1) PROVIDE HEALTH CARE TO THE GENERAL PUBLIC, WITH SPECIAL ATTENTION TO THE POOR AND OTHER UNDERSERVED POPULATIONS OF HAWAII AND THE PACIFIC REGION. 2) SPECIALTY CLINICS: MULTI-SPECIALTY FACULTY PRACTICE AND STAFF LOCATED AT VARIOUS SITES INCLUDING: 677 ALA MOANA BLVD, HONOLULU, HI 96813; 1319 PUNAHOU STREET, SUITE 640, 801, 904, 990; QUEEN'S OUTPATIENT CENTER; PHYSICIAN'S OFFICE BUILDINGS AT QUEEN'S; PALI MOMI MEDICAL CENTER; 347 NORTH KUAKINI STREET; AT HAWAII DEPARTMENT OF EDUCATION SCHOOL LOCATIONS ACROSS THE STATE OF HAWAII. PROVIDE PHYSICIANS ON THE UNIVERSITY OF HAWAII FACULTY WITH A BASE OF OB/GYN, GERIATRIC, SURGICAL, AND PSYCHIATRIC PATIENTS FROM WHICH THEY CAN EDUCATE MEDICAL STUDENTS AND RESIDENTS. 3) QUEEN'S MEDICAL CENTERS AND HAWAII PACIFIC HEALTH/KAPIOLANI MEDICAL CENTERS - PROVIDE FACULTY MEMBERS TO TREAT PATIENTS AND TO PROVIDE SPECIALTY CLINICAL SERVICES TO MEDICAL CENTERS. 4) VETERAN'S ADMINISTRATION SPECIALTY CLINICS - PROVIDE SPECIALIST PHYSICIANS TO TREAT PATIENTS AT THE VA MEDICAL & REGIONAL OUTPATIENT CLINIC. THIS POPULATION TENDS TO BE INDIGENT AND UNDERSERVED. THE VA CLINIC IS ALSO A TEACHING SITE FOR THE UNIVERSITY OF HAWAII JOHN A. BURNS SCHOOL OF MEDICINE AND PROVIDES A BASE OF TEACHING PATIENTS. 5) PROVIDE HEALTHCARE TO THE DEPARTMENT OF EDUCATION STUDENTS ACROSS THE HAWAIIAN ISLANDS THROUGH THE HAWAII KEIKI PROGRAM. 6893827 MEDICAL SCHOOL AND FACULTY SUPPORT - IN GENERAL, PROVIDES FUNDING TO BUILD AND SUSTAIN THE INFRASTRUCTURE OF THE JOHN A. BURNS SCHOOL OF MEDICINE AND ITS DEPARTMENTS AND THOSE OF THE OTHER HEALTH SCIENCES SCHOOLS OF THE UNIVERSITY OF HAWAII. PROVIDE ADDITIONAL RESOURCES TO RECRUIT, RETAIN, AND DEVELOP QUALIFIED FACULTY AT JABSOM AND THE OTHER UH HEALTH SCIENCES SCHOOLS. 721967 EDUCATIONAL SUPPORT - 1) IN GENERAL, PROVIDE EDUCATION AND CLINICAL TRAINING FOR THE UNIVERSITY OF HAWAII HEALTH SCIENCES SCHOOLS' STUDENTS. 2) INTERNATIONAL TRAINING PROGRAM (INL) - PROVIDE INTERNATIONAL MEDICAL STUDENTS AND RESIDENTS WITH U.S. TRAINING EXPERIENCES AT THE UNIVERSITY OF HAWAII JOHN A. BURNS SCHOOL OF MEDICINE. 3) OFFICE OF MEDICAL EDUCATION (OME-ME) - PROVIDE SIMULATED PATIENTS FOR CLINICAL SKILLS TRAINING AND EXAMINATIONS FOR SCHOOL OF MEDICINE STUDENTS AND RESIDENTS. UCERA SUPPORTS THE HAWAI'I JOURNAL OF MEDICINE & PUBLIC HEALTH, WHICH IS A PEERREVIEWED MEDICAL JOURNAL WHICH PROVIDES NEW SCIENTIFIC INFORMATION IN A SCHOLARLY FORMAT WITH A FOCUS ON THE UNIQUE, MULTICULTURE AND ENVIROMENTAL ASPECTS OF THE HAWAIIAN ISLANDS AND PACIFIC RIM REGIONS. 163266 RESEARCH SUPPORT: COMMUNITY HEALTH OUTREACH WORK TO PREVENT AIDS (CHOW PROJECT) WITH US FEDERAL GOVERNMENT TO IMPROVE THE QUALITY, AVAILABILITY, AND ORGANIZATION OF HIV HEALTH CARE AND SUPPORT SERVICES. 163266 25136277 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 39 0 1 413 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 14 6 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 HI X HENRY ELLIS JR 8084694959 677 ALA MOANA BOULEVARD 1001 HONOLULU HI 96813 X LEE BUENCONSEJO-LUM CHAIR/ON-CALL EMPLOYEE 10.00 40.00 X X 3500 348943 0 IVICA ZALUD VICE CHAIR 2.00 40.00 X X 0 255332 0 CLEMENTINA CERIA-ULEP TREASURER 1.00 40.00 X X 0 238811 0 JOSEPH KEAWA'AIMOKU KAHOLOKUA ASSISTANT TREASURER 2.00 40.00 X X 0 208782 0 PAULINE MASHIMA SECRETARY 1.00 20.00 X X 0 45676 0 MICHELE BRAY DIRECTOR 1.00 X 0 0 0 THOMAS DRISKILL JR DIRECTOR 1.00 X 0 0 0 ANTHONY GUERRERO DIRECTOR/ON-CALL EMPLOYEE 2.00 40.00 X 0 228975 0 WILLIAM HANING DIRECTOR 1.00 X 0 0 0 ALLEN HIXON DIRECTOR 2.00 40.00 X 0 259132 0 KAMAL MASAKI DIRECTOR/EMPLOYEE 4.00 40.00 X 11665 259425 0 JOHN MELCHOR DIRECTOR 1.00 X 0 0 0 NICHOLAS MIRKAY DIRECTOR 1.00 X 0 0 0 KYLE YONESHIGE DIRECTOR 1.00 X 0 0 0 DIRK YOSHIZAWA TREASURER UNTIL SEPT '23 1.00 X X 0 0 0 JORDON KIMURA ASST SECRETARY UNTIL DEC '23 1.00 X X 0 0 0 GABE LEE DIRECTOR UNTIL JUL '23 1.00 X 0 0 0 EDWARD ZAJAC DIRECTOR UNTIL JUL '23 1.00 X 0 0 0 DEREK WONG INTERIM CEO 40.00 X 222498 0 15571 HENRY ELLIS JR CFO 40.00 X 186194 0 23195 RORY KANESHIRO CCO 20.00 20.00 X 66832 58201 2176 ROBERT HONG CMO 4.00 X 17500 0 0 JAMI FUKUI PHYSICIAN 40.00 X 210159 0 6305 ELMER TAM CHIEF INFORMATION OFFICER 40.00 X 179998 0 16869 KAILENE OLIVEROS DIRECTOR OF CLINICAL OPERA 40.00 X 135279 0 30488 TYLER WORKMAN CTO CLINIC DIRECTOR & MANAGER 40.00 X 147712 0 13251 KURK JAMISON HTC DIRECTOR 40.00 X 122210 0 29970 1303547 1903277 137825 26 0 1 0 UNIVERSITY OF HAWAII-OFFICE OF RESEARCH 2440 CAMPUS RD BOX 368 HONOLULU HI 96822 PHYSICIAN/ADMIN COMPENSATION 7170276 UNIVERSITY OF HAWAII - JABSOM 651 ILALO ST HONOLULU HI 96813 SUBLEASE 286281 THE QUEENS HEALTH SYSTEM 1301 PUNCHBOWL ST HONOLULU HI 96813 UH S&F PASSTHROUGH REFUND 280921 HAWAII PACIFIC HEALTH 1319 PUNAHOU ST HONOLULU HI 96826 UH S&F PASSTHROUGH REFUND 243658 HD THERAPY INC 47-283 HUI IWA ST A KANEOHE HI 96744 BEHAVIORAL HEALTH SERVICES 186387 10 4324454 4324454 SPECIALTY CLINICS 621400 19223700 19223700 OTHER CONTRACTS 900099 406111 406111 FEES AND CONTRACT FROM GOVERNMENT 900099 339275 339275 QUEENS MEDICAL CENTER 621110 318149 318149 HAWAII PACIFIC HEALTH 621110 19982 19982 20307217 606958 606958 24987334 25021976 13746 -34642 -13746 -48388 -48388 NON-OPERATING INCOME 900099 15989 3192 12797 15989 25206230 20310409 12797 558570 553877 34708 519169 14001153 12318529 1682624 324930 277951 46979 1849023 1526949 322074 1072788 911226 161562 20186 20186 65037 65037 58198 58198 217859 54377 163482 64833 21723 43110 540545 488688 51857 716729 173296 543433 401012 387394 13618 61784 43818 17966 1811563 1674776 136787 PURCHASED SERVICES 7737642 7097890 639752 MISCELLANEOUS EXPENSE 124881 96831 28050 DUES AND MEMBERSHIP 110484 28121 82363 29732524 25136277 4596247 0 1310 1115 3632705 1255386 4337721 1545179 737641 677125 1318255 1268902 114302 49353 22963945 24128906 2497088 1906197 34284712 29563261 1694181 1422635 4348172 4778550 4690249 2584122 10732602 8785307 X 20316308 20635397 3235802 142557 23552110 20777954 34284712 29563261 -4526294 1752138 0 X 0 1 X 1 0 X 1122672 1486473 11851064 4994884 4324454 23779547 49897738 51182534 24063779 21637131 20307217 167088399 51020410 52669007 35914843 26632015 24631671 190867946 19600 3850 877 2000 26327 0 19600 3850 877 2000 26327 190841619 178315 146531 87919 398039 612686 1423490 178315 146531 87919 398039 612686 1423490 4800256 40692 56957 2720 3192 4903817 55998981 52856230 36059719 27032774 25247549 197195253 0.96780 0.97280 0.00720 0.00460 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: NON-OPERATING INCOME - 2019 AMOUNT: $ 58,094. 2020 AMOUNT: $ 40,692. 2021 AMOUNT: $ 56,957. 2022 AMOUNT: $ 2,720. 2023 AMOUNT: $ 3,192. GRANT REIMBURSEMENTS - COVID-19 RELIEF AND TAX CREDITS - 2019 AMOUNT: $ 4,742,162. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 163285 -32461 130824 116049 48696 1460 163285 132804 -3638 13117 116049 40357 34962 5395 1277898 1233940 43958 49353 LEASE DEPOSITS 80724 OPERATING LEASE RIGHT-OF-USE ASSETS - NET 1825473 1906197 DUE TO JABSOM 717513 OPERATING LEASE LIABILITIES 1866609 2584122 X 28255023 0 28255023 58198 -3106991 -3048793 25206230 29688072 13746 13746 29674326 58198 58198 29732524 PART V, LINE 4: DURING THE YEAR ENDED JUNE 30, 2013, UCERA RECEIVED A PERMANENTLY RESTRICTED CONTRIBUTION AMOUNTING TO $100,262 TO CREATE AN ENDOWMENT TO SUPPORT THE CLINICAL WORK OF PATRICIA BLANCHETTE, M.D. AS LONG AS SHE IS AFFILIATED WITH UCERA, OR IF SHE NO LONGER HAS SUCH AFFILIATION, TO SUPPORT THE GENERAL CLINICAL WORK OF UCERA. THE PERMANENTLY RESTRICTED CONTRIBUTION WAS HELD IN AN OPERATING CASH ACCOUNT AT JUNE 30, 2013 AND INVESTED IN MARKETABLE SECURITIES IN JUNE 30, 2014. DURING YEAR ENDED JUNE 30, 2022, THE ENDOWMENT WAS RELEASED FROM RESTRICTION AS PATRICIA BLANCHETTE IS NO LONGER AFFILIATED WITH UHP. PART X, LINE 2: U.S. GAAP REQUIRES UNCERTAIN TAX POSITIONS TO BE RECOGNIZED IN THE FINANCIAL STATEMENTS IF THEY ARE MORE LIKELY THAN NOT TO FAIL UPON REGULATORY EXAMINATION. MANAGEMENT HAS EVALUATED UHP'S TAX POSITIONS AS OF JUNE 30, 2024 AND 2023 AND FOR THE YEARS THEN ENDED, AND DETERMINED THAT UHP HAD NO UNCERTAIN TAX POSITIONS REQUIRED TO BE REPORTED IN ACCORDANCE WITH U.S. GAAP. UHP IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS IN PROGRESS FOR ANY OPEN TAX PERIODS. PART XI, LINE 4B - OTHER ADJUSTMENTS: INCREASE (DECREASE) IN NET ASSETS WITH DONOR RESTRICTIONS -3,093,245. LOSS ON ASSET DISPOSAL -13,746. PART XII, LINE 2D - OTHER ADJUSTMENTS: LOSS ON ASSET DISPOSAL 13,746. X X X 0 0 0 0 0 0 0 0 0 LEE BUENCONSEJO-LUM CHAIR/ON-CALL EMPLOYEE 3362 348943 0 0 138 0 0 0 0 0 3500 348943 0 0 KAMAL MASAKI DIRECTOR/EMPLOYEE 9600 259425 2065 0 0 0 0 0 0 0 11665 259425 0 0 ALLEN HIXON DIRECTOR 0 259132 0 0 0 0 0 0 0 0 0 259132 0 0 IVICA ZALUD VICE CHAIR 0 255332 0 0 0 0 0 0 0 0 0 255332 0 0 CLEMENTINA CERIA-ULEP TREASURER 0 238811 0 0 0 0 0 0 0 0 0 238811 0 0 DEREK WONG INTERIM CEO 214200 0 0 0 8298 0 6673 0 8898 0 238069 0 0 0 ANTHONY GUERRERO DIRECTOR/ON-CALL EMPLOYEE 0 228975 0 0 0 0 0 0 0 0 0 228975 0 0 JAMI FUKUI PHYSICIAN 180159 0 30000 0 0 0 6305 0 0 0 216464 0 0 0 HENRY ELLIS JR CFO 179262 0 0 0 6932 0 5715 0 17480 0 209389 0 0 0 JOSEPH KEAWA'AIMOKU KAHOLOKUA ASSISTANT TREASURER 0 208782 0 0 0 0 0 0 0 0 0 208782 0 0 ELMER TAM CHIEF INFORMATION OFFICER 172842 0 0 0 7156 0 5438 0 11431 0 196867 0 0 0 KAILENE OLIVEROS DIRECTOR OF CLINICAL OPERA 130685 0 0 0 4594 0 4318 0 26170 0 165767 0 0 0 TYLER WORKMAN CTO CLINIC DIRECTOR & MANAGER 147658 0 0 0 54 0 4430 0 8821 0 160963 0 0 0 KURK JAMISON HTC DIRECTOR 117542 0 0 0 4668 0 3920 0 26050 0 152180 0 0 0 FORM 990, PART I, LINE 6, DESCRIPTION OF VOLUNTEERS: THE ONLY VOLUNTEERS UTILIZED BY UCERA ARE THE VOLUNTEER BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B THE CFO REVIEWS IN DETAIL THE INFORMATION, FIGURES, AND OTHER DETAILS OF THE FORM 990, AND THE FORM 990 IS PRESENTED TO THE FINANCE COMMITTEE. THE BOARD APPROVES THE 990 PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REQUIRES THE BOARD MEMBERS ATTESTATION FOR ANY CONFLICT OF INTEREST ON THE MONTHLY BOARD MEETING. ON AN ANNUAL BASIS THE BOARD MEMBERS SIGN A CONFLICT OF INTEREST STATEMENT AND ARE PROVIDED WITH THE POLICY. FORM 990, PART VI, SECTION B, LINE 15 THE CEO'S COMPENSATION IS REVIEWED AND APPROVED BY THE BOARD AND COMPENSATION COMMITTEE. NATIONAL COMPARATORS ARE USED, INCLUDING THE MEDICAL GROUP MANAGEMENT ASSOCIATION (MGMA) AND ASSOCIATION OF THE AMERICAN MEDICAL COLLEGES (AAMC) BENCHMARKS. THIS PROCESS IS DOCUMENTED IN THE PERSONNEL FILE AND WAS LAST UNDERTAKEN IN 2011. IN ADDITION, IT WAS REVIEWED AND DOCUMENTED BY THE BOARD OF DIRECTORS IN 2016. COMPENSATION OF THE ORGANIZATION'S OFFICERS OR KEY EMPLOYEES ARE DETERMINED USING COMPARATORS INCLUDING: THE MEDICAL GROUP MANAGEMENT ASSOCIATION (MGMA) AND ASSOCIATION OF THE AMERICAN MEDICAL COLLEGES (AAMC) BENCHMARKS, AND THE ROBERT HALF SALARY GUIDE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VII, SECTION A, LINE 1A: REPORTABLE COMPENSATION FROM RELATED ORGANIZATION: MEMBERS OF THE UCERA BOARD ARE NOT COMPENSATED FOR THEIR SERVICE AS BOARD MEMBERS. UCERA BOARD MEMBERS (BUENCONSEJO-LUM, GUERRERO, AND MASAKI) ARE ALSO UCERA EMPLOYEES AND ARE COMPENSATED BY UCERA FOR THEIR WORK AS EMPLOYEES. UCERA BOARD MEMBERS (BUENCONSEJO-LUM, GUERRERO, HIXON, MASAKI, KUWADA, KAHOLOKULA, ZALUD, NAKAMURA, AND MURAYAMA) ARE EMPLOYEES OF RELATED ORGANIZATIONS, THE UNIVERSITY OF HAWAII (UH) JOHN A. BURNS SCHOOL OF MEDICINE, AND ARE COMPENSATED DIRECTLY BY UH FOR THEIR PROFESSIONAL SERVICES AS UH EMPLOYEES. UNIVERSITY HEALTH PARTNERS AKAHAI LLC 677 ALA MOANA BLVD STE 1001 HONOLULU HI 96813 852538506 CONTRACTS WITH MEDICAL PROVIDER HI UNIVERSITY CLINICAL EDUCATION & RESEARCH ASSOCIATES (UCERA) UNIVERSITY OF HAWAII JOHN A BURNS SCHOOL OF MEDICINE 651 ILALO STREET MEB 223 HONOLULU HI 96813 996000354 MEDICAL SCHOOL HI N/A 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 UNIVERSITY OF HAWAII JOHN A BURNS SCHOOL OF MEDICINE J 754181 CASH UNIVERSITY OF HAWAII JOHN A BURNS SCHOOL OF MEDICINE K 19365 CASH UNIVERSITY OF HAWAII JOHN A BURNS SCHOOL OF MEDICINE P 7446538 CASH FORM 990, SCHEDULE R, PART V, LINE 2(1): AMOUNT RECEIVED FROM JABSOM ON LEASE AGREEMENTS. FORM 990, SCHEDULE R, PART V, LINE 2(2): AMOUNT PAID TO JABSOM FOR FACILITY AND STORAGE FEES. FORM 990, SCHEDULE R, PART V, LINE 2(3): REIMBURSEMENT PAID TO JABSOM FOR SALARIES, FRINGE BENEFITS, AND MALPRACTICE INSURANCE.