UNIVERSITY PHYSICIAN GROUP: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY PHYSICIAN GROUP (EIN 38-3474766)
- Tax period
- 2021-10-01 to 2022-09-30
- Filed
- 2023-08-15
- IRS object ID
- 202322279349301507
- Schema version
- 2021v4.0
- Note
- A later return for the same period supersedes this one.
- 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 | 2023-08-15T10:23:24-04:00 | ReturnTs |
| Tax Period End | 2022-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 382337970 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EDWARDS ELLIS & ASSOCIATES PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2155 BUTTERFIELD DR STE 305 | AddressLine1Txt |
| City | TROY | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 480843452 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 383474766 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY PHYSICIAN GROUP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIV | BusinessNameControlTxt |
| Phone | 8779783627 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 MACK AVENUE | AddressLine1Txt |
| City | DETROIT | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48021 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARK JUZYCH MD | PersonNm |
| Person Title | DEPARTMENT CHAIR | PersonTitleTxt |
| Phone | 8779783627 | PhoneNum |
| Signature | 2023-08-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MARK | PersonFirstNm |
| Person Last | JUZYCH MD | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JEFFREY B ELLIS CPA | PreparerPersonNm |
| PTIN | P00047161 | PTIN |
| Phone | 2486434545 | PhoneNum |
| Preparation | 2023-08-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MARK JUZYCH MD | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 MACK AVENUE | AddressLine1Txt |
| City | DETROIT | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48021 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $135,463,663 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.WAYNEHEALTHCARES.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1999 | FormationYr |
| Legal Domicile State | MI | LegalDomicileStateCd |
| Activity Or Mission | TO FURNISH MEDICAL CARE AND RELATED SERVICES IN AN ACADEMIC HEALTH CARE SETTING THROUGH EMPLOYED LICENSED PHYSICIANS HOLDING FACULTY APPOINTMENTS IN CLINICAL DEPARTMENTS AT THE WAYNE STATE UNIVERSITY SCHOOL OF MEDICINE AND THROUGH OTHER APPROPRIATELY LICENSED PHYSICIANS AND HEALTH PROFESSIONALS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 6 | VotingMembersIndependentCnt |
| Total Employee | 972 | TotalEmployeeCnt |
| Total Volunteers | 6 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $6,822,969 | PYContributionsGrantsAmt |
| CY Contributions Grants | $8,432,773 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $136,380,743 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $125,294,868 | CYProgramServiceRevenueAmt |
| PY Investment Income | -$608,677 | PYInvestmentIncomeAmt |
| CY Investment Income | $65,000 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,567,666 | PYOtherRevenueAmt |
| CY Other Revenue | $1,671,022 | CYOtherRevenueAmt |
| PY Total Revenue | $144,162,701 | PYTotalRevenueAmt |
| CY Total Revenue | $135,463,663 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $99,118,459 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $98,930,983 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $42,087,579 | PYOtherExpensesAmt |
| CY Other Expenses | $43,746,713 | CYOtherExpensesAmt |
| PY Total Expenses | $141,206,038 | PYTotalExpensesAmt |
| CY Total Expenses | $142,677,696 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,956,663 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$7,214,033 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $80,036,022 | TotalAssetsBOYAmt |
| Total Assets EOY | $70,903,111 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $54,285,548 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $52,366,670 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $25,750,474 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $18,536,441 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO FURNISH MEDICAL CARE AND RELATED SERVICES IN AN ACADEMIC HEALTH CARE SETTING THROUGH EMPLOYED LICENSED PHYSICIANS HOLDING FACULTY APPOINTMENTS IN CLINICAL DEPARTMENTS AT THE WAYNE STATE UNIVERSITY SCHOOL OF MEDICINE AND THROUGH OTHER APPROPRIATELY LICENSED PHYSICIANS AND HEALTH PROFESSIONALS. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $116,181,512 | ExpenseAmt |
| Revenue | $102,822,252 | RevenueAmt |
| Desc | PROVIDE MEDICAL SERVICES AND EDUCATIONAL OPPORTUNITIES FOR NUMEROUS DEPARTMENTS AT LOCAL AREA HOSPITALS AND FOR WAYNE STATE UNIVERSITY FACULTY, FELLOWS AND RESIDENTS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,678,165 | ExpenseAmt |
| Revenue | $22,472,616 | RevenueAmt |
| Desc | ESTABLISH AND CONDUCT REGULATORY COMPLIANCE PROGRAMS COVERING ALL DEPARTMENTS OG THE CORPORATION APPLICABLE TO HEALTH CARE SERVICES FURNISHED TO TEACHING PATIENTS AND TO OTHERS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $117,859,677 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 75 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 972 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 6 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEFFERY P KOHLITZ | PersonNm |
| Phone | 8779783627 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 MACK AVE | AddressLine1Txt |
| City | DETROIT | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48201 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (23 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| HO-SHENG LIN | ||||||||
| DEPARTMENT C | 48.00 | Yes (X) | Yes (X) | $829,398 | $0 | $9,700 | ||
| CHARLES SHANLEY MD | ||||||||
| PRESIDENT | 48.00 | $688,991 | $0 | $17,400 | Yes (X) | |||
| MARK JUZYCH MD | ||||||||
| DEPARTMENT C | 48.00 | $628,714 | $0 | $0 | Yes (X) | |||
| DIANA GOODE | ||||||||
| CFO | 48.00 | $437,444 | $0 | $17,234 | Yes (X) | |||
| SAYF FATHY ESQ | ||||||||
| VP, CHIEF AD | $398,216 | $0 | $15,692 | Yes (X) | ||||
| WAEL SAKR MD | ||||||||
| BOARD TREASU | 48.00 | Yes (X) | Yes (X) | $352,364 | $0 | $13,151 | ||
| DAVID ROSENBERG MD | ||||||||
| DEPARTMENT C | 48.00 | Yes (X) | $339,430 | $0 | $10,240 | |||
| SAFWAN BADR MD | ||||||||
| SECRETARY | 48.00 | Yes (X) | Yes (X) | $290,221 | $0 | $8,614 | ||
| DONALD WEAVER MD | ||||||||
| DEPARTMENT C | 48.00 | Yes (X) | $257,156 | $0 | $7,996 | |||
| MARK SCHWEITZER MD | ||||||||
| BOARD CHAIR | 48.00 | Yes (X) | Yes (X) | $250,852 | $0 | $12,525 | ||
| MAYSAA BASHA MD | ||||||||
| DEPARTMENT C | 48.00 | Yes (X) | Yes (X) | $176,552 | $0 | $6,036 | ||
| JUN LI MD | ||||||||
| DEPARTMENT C | 48.00 | Yes (X) | Yes (X) | $144,810 | $0 | $4,305 | ||
| LIZABETH ARDISANA | ||||||||
| COMMUNITY ME | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL GEHEB | ||||||||
| COMMUNITY ME | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LUAY HADDAD | ||||||||
| PHYSICIAN | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| JEFFERY P KOHLITZ | ||||||||
| VICE PRESIDE | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| XIHUI LIN | ||||||||
| PHYSICIAN | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| CHAUR-DONG HSU MD | ||||||||
| DEPARTMENT C | Yes (X) | $0 | $0 | $0 | ||||
| MICHAEL MCKENNA MD | ||||||||
| COMMUNITY ME | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| PETER DEWS MD | ||||||||
| COMMUNITY ME | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT FOLBERG MD | ||||||||
| COMMUNITY ME | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| GABRIEL SOSNE | ||||||||
| PHYSICIAN | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| SCOTT THORNTON | ||||||||
| COMMUNITY ME | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $4,794,148 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $122,893 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 12 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| RAPID BIOSENSE LLC | |||||
| 46701 COMMERCE CENTER DR | PLYMOUTH | MI | 48170 | LABORATORY SERV | $455,038 |
| ROBERT T MORRIS MD PLC | |||||
| 1025 DEVONSHIRE | GROSSE POINTE PARK | MI | 48230 | CONTRACT PHYSIC | $365,342 |
| LEIDOS HEALTH LLC DBA ETTAIN GROUP | |||||
| PO BOX 60070 | CHARLOTTE | NC | 282600070 | CONSULTING SERV | $201,380 |
| SCANSTAT TECHNOLOGIES LLC | |||||
| PO BOX 791522 | BALTIMORE | MD | 212791522 | MEDICAL RECORDS | $144,793 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $8,432,773 | AllOtherContributionsAmt |
| Total Contributions | $8,432,773 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| CLINICAL SERVICES | 900099 | $56,608,967 | $56,608,967 |
| NET PATIENT SERVICES REVENUE | 900099 | $40,812,665 | $40,812,665 |
| INSTITUTIONAL SUPPORT REVENUE | 900099 | $9,052,961 | $9,052,961 |
| NON CLINICAL CONTRACTS REVENU | 900099 | $7,588,594 | $7,588,594 |
| MEDICAL ADMIN | 900099 | $5,830,341 | $5,830,341 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,401,340 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $5,401,340 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $125,294,868 | TotalProgramServiceRevenueAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $65,000 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $65,000 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $65,000 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $65,000 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NON OPERATING INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $1,671,022 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,671,022 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,671,022 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $135,463,663 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $127,030,890 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $96,577,845 | TotalAmt |
| Program Services | $81,125,390 | ProgramServicesAmt |
| Management And General | $15,452,455 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,353,138 | TotalAmt |
| Program Services | $1,976,636 | ProgramServicesAmt |
| Management And General | $376,502 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,227,403 | TotalAmt |
| Program Services | $24,981,923 | ProgramServicesAmt |
| Management And General | $6,245,480 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,545,608 | TotalAmt |
| Program Services | $1,236,486 | ProgramServicesAmt |
| Management And General | $309,122 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,385,372 | TotalAmt |
| Program Services | $4,307,722 | ProgramServicesAmt |
| Management And General | $1,077,650 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $298,931 | TotalAmt |
| Management And General | $298,931 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $941,872 | TotalAmt |
| Program Services | $753,498 | ProgramServicesAmt |
| Management And General | $188,374 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,345,778 | TotalAmt |
| Program Services | $3,476,623 | ProgramServicesAmt |
| Management And General | $869,155 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NON OPERATING EXPENSE | Desc |
| Total | $1,749 | TotalAmt |
| Program Services | $1,399 | ProgramServicesAmt |
| Management And General | $350 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $142,677,696 | TotalAmt |
| Program Services | $117,859,677 | ProgramServicesAmt |
| Management And General | $24,818,019 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,940,540 | BOYAmt |
| EOY | $17,298,224 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,967,360 | BOYAmt |
| EOY | $32,628,830 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $911,071 | BOYAmt |
| EOY | $846,250 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $29,301,575 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $22,370,205 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,813,791 | BOYAmt |
| EOY | $6,931,370 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,403,260 | BOYAmt |
| EOY | $13,198,437 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $80,036,022 | BOYAmt |
| EOY | $70,903,111 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,372,024 | BOYAmt |
| EOY | $34,896,964 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $141,582 | BOYAmt |
| EOY | -$6,455 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,123,938 | BOYAmt |
| EOY | $10,118,958 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,648,004 | BOYAmt |
| EOY | $7,357,203 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $54,285,548 | BOYAmt |
| EOY | $52,366,670 | 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 | $25,750,474 | BOYAmt |
| EOY | $18,536,441 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,750,474 | BOYAmt |
| EOY | $18,536,441 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $80,036,022 | BOYAmt |
| EOY | $70,903,111 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$7,214,033 | ReconcilationRevenueExpnssAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | 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 Minus4 Years | $37,825 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus2 Years | $1,694,535 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,822,969 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,432,773 | CurrentTaxYearAmt |
| Total | $16,988,102 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $160,145,023 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $135,204,261 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $122,437,740 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $137,948,409 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $126,965,890 | CurrentTaxYearAmt |
| Total | $682,701,323 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $160,182,848 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $135,204,261 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $124,132,275 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $144,771,378 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $135,398,663 | CurrentTaxYearAmt |
| Total | $699,689,425 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $699,689,425 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $17,168 | CurrentTaxYearMinus4YearsAmt |
| Total | $17,168 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $17,168 | CurrentTaxYearMinus4YearsAmt |
| Total | $17,168 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $160,200,016 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $135,204,261 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $124,132,275 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $144,771,378 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $135,398,663 | CurrentTaxYearAmt |
| Total | $699,706,593 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 1.00000 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99980 | PublicSupportPY509Pct |
| Investment Income CY | 0.00000 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00000 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $8,478,318 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,546,948 | DepreciationAmt |
| Book Value | $6,931,370 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $20,375,257 | OtherCostOrOtherBasisAmt |
| Depreciation | $20,375,257 | DepreciationAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $448,000 | OtherCostOrOtherBasisAmt |
| Depreciation | $448,000 | DepreciationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $6,931,370 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INSURANCE RECOVERIES | Desc |
| Book Value | $13,198,437 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $13,198,437 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CAPITAL LEASE OBLIGATION | Desc |
| Amt | $7,357,203 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $7,357,203 | TotalLiabilityAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | Yes (true) | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | Yes (true) | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (11 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount |
|---|---|---|---|---|---|
| HO-SHENG LIN | |||||
| DEPARTMENT CHAIR | $829,398 | $9,700 | $16,577 | $839,098 | |
| CHARLES SHANLEY MD | |||||
| PRESIDENT | $573,841 | $17,400 | $7,845 | $706,391 | $115,150 |
| MARK JUZYCH MD | |||||
| DEPARTMENT CHAIR | $628,714 | $628,714 | |||
| DIANA GOODE | |||||
| CFO | $364,893 | $17,234 | $26,000 | $454,678 | $72,551 |
| SAYF FATHY ESQ | |||||
| VP, CHIEF ADMINISTRA | $333,236 | $15,692 | $19,500 | $413,908 | $64,980 |
| WAEL SAKR MD | |||||
| BOARD TREASURER | $352,364 | $13,151 | $26,000 | $365,515 | |
| DAVID ROSENBERG MD | |||||
| DEPARTMENT CHAIR | $339,430 | $10,240 | $10,240 | $349,670 | |
| SAFWAN BADR MD | |||||
| SECRETARY | $290,221 | $8,614 | $8,614 | $298,835 | |
| DONALD WEAVER MD | |||||
| DEPARTMENT CHAIR | $219,156 | $7,996 | $8,715 | $265,152 | $38,000 |
| MARK SCHWEITZER MD | |||||
| BOARD CHAIR | $250,852 | $12,525 | $15,000 | $263,377 | |
| MAYSAA BASHA MD | |||||
| DEPARTMENT CHAIR | $166,534 | $6,036 | $6,653 | $182,588 | $10,018 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990 - ORGANIZATION'S MISSION | TO FURNISH MEDICAL CARE AND RELATED SERVICES IN AN ACADEMIC HEALTH CARE SETTING THROUGH EMPLOYED LICENSED PHYSICIANS HOLDING FACULTY APPOINTMENTS IN CLINICAL DEPARTMENTS AT THE WAYNE STATE UNIVERSITY SCHOOL OF MEDICINE AND THROUGH OTHER APPROPRIATELY LICENSED PHYSICIANS AND HEALTH PROFESSIONALS. |
| FORM 990, PART VI | SECTION A, LINE 2 OFFICERS HAVE BUSINESS RELATIONSHIPS WITHIN THIER RESPECTED MEDICAL FIELDS BUSINESS TRANSACTIONS INVOLVING INTEREST PERSONS. ALMOST ALL OF THE DIRECTORS AND OFFICERS OF THE ORGANIZATION ALSO SERVE AS OFFICERS, DIRECTORS, AND/OR KEY EMPLOYEES OF THE UNIVERSITY PHYSICIAN GROUP AND/OR WAYNE STATE UNIVERSITY SCHOOL OF MEDICINE. |
| FORM 990, PAGE 6, PART VI, LINE 11B | THE ORGANIZATION'S CHIEF FINANCIAL OFFICER REVIEWS A DRAFT OF THE 990 AND THEN REVIEWS THE FINAL COPY OG THE RETURN BEFORE FILLING. |
| FORM 990, PAGE 6, PART VI, LINE 12C | VERBAL COMMUNICATION TOOK PLACE IN WHICH OFFICERS, DIRECTORS, TRUSTEES AND KEY EMPLOYEES WERE MADE AWARE OF THE POLICY AND GIVEN THE OPPORTUNITY TO EXPLAIN INTERESTS THAT COULD GIVE RISE TO CONFLICTS OF INTEREST. UPG DID NOT HAVE A FORMALLY ASSIGNED CHIEF COMPLIANCE OFFICER IN FISCAL 2019. |
| FORM 990, PAGE 6, PART VI, LINE 15A | THE POSITIONS ARE HIRED AS PART OF A COLLABORATIVE PROCESS WITH WAYNE STATE UNIVERSITY AND THE HIRING PROCESS INCLUDES FORMAL OFFER LETTER/CONTRACTS APPROVED BY THE WSU BOARD OF GOVERNORS AS WELL AS THE UPG BOARD. |
| FORM 990, PAGE 6, PART VI, LINE 15B | COMPENSATION IS DETERMINED AS PART OF A COLLABORATIVE PROCESS WITH WAYNE STATE UNIVERSITY AND THE HIRING PROCESS INCLUDES FORMAL OFFER LETTER APPROVED BY THE WSU BOARD OF GOVERNORS AS WELL AS THE UPG BOARD. |
| FORM 990, PAGE 6, PART VI, LINE 19 | A COPY OF THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST FOR THE SAME PERIOD OF TIME AS SET FORTH IN PUBLIC DISCLOSURE 6104(D). |
| FORM 990, PART IX, LINE 11G | CLINICAL SERVICES 11,993,629 2,998,407 0 PURCHASED SERVICES OTHER 10,662,305 2,665,576 0 EQUIPMENT EXPENSE 335,764 83,941 0 BAD DEBT EXPENSE 1,990,225 497,556 0 TOTAL 24,981,923 6,245,480 0 |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FUND FOR MEDICAL RESEARCH &EDUCATIO | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 MACK AVE | AddressLine1Txt |
| City | DETROIT | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 382319524 | EIN |
| Primary Activities | MEDICAL | PrimaryActivitiesTxt |
| Legal Domicile State | MI | LegalDomicileStateCd |
| Exempt Code Section | 501 C3 | ExemptCodeSectionTxt |
| Public Charity Status | 12C | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | false | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Comments