2022-05-13T11:59:27-05:00 2021-06-30 BDO USA LLP 8401 GREENSBORO DRIVE 800 MCLEAN VA 22102 990 2020-07-01 541124769 University of Virginia Physicians Group % SUSAN RUMSEY UNIV 4342951000 4105 LEWIS AND CLARK DRIVE CHARLOTTESVILLE VA 22911 SUSAN RUMSEY CFO 4342951000 2022-05-13 true SUSAN RUMSEY 999009999 Marc Berger P01871563 7038930600 3 2020 2022-09-23 18:48:47Z SUSAN RUMSEY 4105 LEWIS AND CLARK DRIVE CHARLOTTESVILLE VA 22911 581083648 false X UPG.VIRGINIA.EDU X 1979 VA PATIENT CARE, TEACHING AND MEDICAL RESEARCH 24 15 2149 15 1780726 0 19287875 3165179 517418716 563757576 7696 -100840 12555143 14160893 549269430 580982808 32855778 33520687 0 0 397798853 420579829 0 0 0 118006739 120404849 548661370 574505365 608060 6477443 419469334 487439220 309330264 255692525 110139070 231746695 X SEE SCHEDULE O. false false 528260955 33520687 576137743 SEE SCHEDULE O. 528260955 true true false false false false false false false true true true false false true false false true false false false false false false false false false true false true false false false false false false false false false false false false true true true false false false true 139 0 true 2149 true true true false false false false false false false false false false false X 24 15 true false false false false false false true true false false true true true true true true true true false VA X SUSAN RUMSEY 4342951000 4105 LEWIS AND CLARK DR CHARLOTTESVILLE VA 22911 X Abhinav B Chhabra MD Physician Dir./UPG President 37.8 12.2 X X 1015240 329421 43894 James Gangemi Physician/Professor 33.7 16.3 X 821045 396096 54563 Craig Kent Executive Vice President 1.6 48.4 X 31654 954124 180346 John Kern MD Physician/Professor 33.1 16.9 X 741411 377847 34286 Stephen S Park Physician/Professor 41.1 8.9 X 899770 193644 31746 Reid Adams MD Physician Director 19.3 30.7 X 394454 625921 79801 James M Larner Physician/Professor 45.3 4.7 X 931927 95963 32968 Philip C Smith Physician/Professor 50.0 0.0 X 981017 0 23692 David Diduch Physician/Professor 42.9 7.1 X 818271 134855 28974 Hamid Hassanzadeh Physician/Professor 45.2 4.8 X 849797 89331 29835 Gorav Ailawadi Physician/Professor 31.9 18.1 X 539051 306297 29705 David S Wilkes MD Dean, UVA School, Thru 6/21 5.8 44.2 X 83076 629529 68107 Jennifer W Davis UVA Exec. Vice PResident 0.3 0.0 X 0 584318 121957 Alan H Matsumoto MD Faculty elected dir thru 12/18 39.2 10.8 X 523596 144085 30872 Art Saavedra MD Physician Director 38.3 11.7 X 508925 155334 27450 Mitchell H Rosner MD Chair, Medicine, Thru 12/31/18 10.33 39.7 X 123220 477651 60765 J Corey Feist Chief Executive Officer, UPG 59.0 0.0 X 569447 18000 29392 Robert H Thiele MD Physician Director 40.0 10.0 X 371172 92652 31321 Randolph J Canterbury MD Dean, UVA School, THRU 9/1/15 7.8 42.2 X 61380 332856 40379 Susan Rumsey Chief Financial Officer 59.0 0.0 X 349717 0 29392 Gregory B Fairchild PHD MBA Elected Public Membr Thru 6/18 0.0 0.0 X 0 317997 55419 Mo Nadkarni MD Physician Director 26.3 23.7 X 175214 158294 38551 Scott Syverud MD President, Clinical Staff 36.4 13.6 X 246957 91944 25605 Marc Rickabaugh Dir. of Finance/Corp.Treasurer 59.0 0.0 X 166497 0 24267 Rebekah Compton Advance PRactice Provider 50.0 0.0 X 137261 0 17843 Robert S Gibson MD President Clin Staff Thru 6/16 0.0 0.0 X 62725 0 0 Lawrence H Phillips II Faculty Elected Dir Thru 12/16 0.0 0.0 X 50000 0 0 Beth C Spilman Board Secretary, THRU 12/20 0.0 0.0 X 0 0 0 Claire W Gargalli ELECTED PUBLIC MEMBER 0.7 0.0 X 0 0 0 George W Pace ELECTED PUBLIC MEMBER 0.7 0.0 X 0 0 0 Julie Speasmaker ELECTED PUBLIC MEMBER 0.7 0.0 X 0 0 0 Sanford S Williams JD MBA ELECTED PUBLIC MEMBER 0.5 0.0 X 0 0 0 Louise McNamee ELECTED PUBLIC MEMBER 0.5 0.0 X 0 0 0 Mark Lorenzoni ELECTED PUBLIC MEMBER 0.2 0.0 X 0 0 0 Tom Daniel MD ELECTED PUBLIC MEMBER 0.5 0.0 X 0 0 0 Mark Roberts CPA ELECTED PUBLIC MEMBER 0.5 0.0 X 0 0 0 Drew Holzwarth ELECTED PUBLIC MEMBER 0.7 0.0 X 0 0 0 Gloria Rockhold ELECTED PUBLIC MEMBER 0.5 0.0 X 0 0 0 Laura Morgan Roberts ELECTED PUBLIC MEMBER 0.2 0.0 X 0 0 0 Marge Connelly ELECTED PUBLIC MEMBER 0.7 0.0 X 0 0 0 Wendy Horton Chief Executive Officer 0.2 0.0 X 0 0 0 Babur B Lateef MD UVA Board of Visitors 0.3 0.0 X 0 0 0 11340099 6506159 1171130 909 true true false Standard Insurance Company PO Box 3357 PORTLAND OR 972083357 Insurance 1071379 JEFFERSON REALTY PARTNERS LLC 2125 Ivy Road CHARLOTTESVILLE VA 22903 Rent 531537 Your Hearing Network LLC PO Box 74008579 CHICAGO IL 606748579 Rent 470968 BDO USA PO Box 642743 PITTSBURGH PA 152642743 Auditing 376267 DAB Investments LLC 299 Broadway 1809 NEW YORK NY 10007 RENT 358649 29 2883761 281418 3165179 GROSS PATIENT CHARGES 621110 1015006004 1015006004 LESS: CONTRACTED ADJ & WRITEOFFS 621110 -614140382 -614140382 HOSPITAL SUPPORT 621110 115738942 115738942 COLLECTION FEES 561000 24120879 24120879 ALL OTHER PROGRAM SERVICE REVENUE 621110 23032133 23032133 563757576 0 0 0 0 0 0 100840 -100840 -100840 -100840 0 0 0 0 0 0 0 0 0 EXPERT TESTIMONY 541900 1037148 1037148 MANAGEMENT SERVICES 551112 743578 743578 INTERCOMPANY TRANSACTIONS 900099 10168270 10168270 2211897 2211897 14160893 580982808 576137743 1780726 -100840 33520687 33520687 0 0 0 4411583 3242528 1169055 0 328607655 313876053 14731602 37548920 37427708 121212 38882449 34587340 4295109 11129222 10251008 878214 0 237788 31738 206050 313053 313053 0 0 0 31683671 26027089 5656582 0 1770407 1506311 264096 7720419 7245779 474640 2307261 812485 1494776 0 8844323 6206825 2637498 603008 472299 130709 0 0 451726 315117 136609 0 3830189 2135524 1694665 6384380 6282729 101651 INTERCOMPANY EXPENSE 34084636 22696744 11387892 0 BAD DEBT 16334361 16334361 MEDICAL SUPPLIES & DRUGS 4447320 4445471 1849 MISCELLANEOUS 1392307 843159 549148 574505365 528260955 46244410 0 87182803 95471492 0 0 0 0 63557277 67080184 0 0 0 0 0 0 1155523 1246007 742422 572673 78134999 41764067 38285221 36370932 105974465 116109187 103811429 154423403 23165 0 0 0 18737029 16165342 419469334 487439220 252757356 218127636 0 0 14781145 0 0 0 0 0 0 0 18200000 8030703 0 0 23591763 29534186 309330264 255692525 X 110139070 231746695 0 0 110139070 231746695 419469334 487439220 X 6477443 67410341 47719841 X false true X true true true X 4162396 345745 799434 9209999 3165179 17682753 483480841 503893803 525890286 527496592 563757576 2604519098 0 0 0 487643237 504239548 526689720 536706591 566922755 2622201851 0 0 0 2622201851 1874 1848 8 3730 0 1874 1848 8 3730 0 19341619 17580628 21237233 12555143 14160893 84875516 506986730 521822024 547926961 549261734 581083648 2707081097 0.96864 0.96270 0.00000 0.00028 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 10009322 4815733 458160 14366895 9545000 464322 10009322 9545000 9545000 1.00000 0 3461028 3461028 31462194 12386575 19075619 11777668 5504827 6272841 10076369 9355704 720665 21357740 14516961 6840779 36370932 ALT INV - UVIMCO 154423403 F 154423403 0 DUE TO AFFILIATES 29485858 LT DEF COMP 48328 29534186 FORM 990, SCHEDULE D, PART V TO SUPPORT INDIVIDUAL DEPARTMENTAL EFFORTS WITHIN ACADEMIC AND CLINICAL MISSIONS. true UNIVERSITY OF VIRGINIA MADISON HALL CHARLOTTESVILLE VA 22904 546001796 GOVT/HIGHER ED 33140187 SEE PART IV ORTHOPAEDIC RESEARCH AND EDUCATION FDN 6300 N RIVER R STE 700 ROSEMONT IL 60018 366009467 501(C)(3) 25000 SEE PART IV MIDDLEBROOK VOLUNTEER FIRE DEPARTMENT 54 Cherry Grove Road Middlebrook VA 24459 541257801 501(c)(3) 355500 appraisal Land, Bldng & Equip. 3 SCHEDULE I, PART I, LINE 2: FOR GRANTS TO UVA, A RELATED ORGANIZATION, PERIODIC REPORTS ARE PROVIDED TO THE UNIVERSITY OF VIRGINIA PHYSICIANS GROUP TO SUPPORT THE USE OF THE FUNDS. FOR GRANTS TO OTHER ORGANIZATIONS LISTED, THE UNIVERSITY OF VIRGINIA PHYSICIANS GROUP REVIEWS ANNUAL REPORTS AND TAX RETURNS TO DETERMINE THAT FUNDS WERE USED APPROPRIATELY. SCHEDULE I, PART II, LINE (1), COL (H): HEALTHCARE PROGRAMS/GENERAL SUPPORT X X X false false false false false false false false false Abhinav B Chhabra MD Physician Dir./UPG President 842507 214846 71096 112300 101637 2275 0 23800 229 19865 1015469 373086 0 0 James Gangemi Physician/Professor 700000 295406 40000 100000 81045 690 0 31680 219 22664 821264 450440 0 0 Craig Kent Executive Vice President 0 753254 0 174583 31654 26287 2850 164073 0 13423 34504 1131620 0 0 John Kern MD Physician/Professor 550000 197073 120000 180000 71411 774 0 21280 323 12683 741734 411810 0 0 Stephen S Park Physician/Professor 803649 97135 0 95890 96121 619 0 11589 323 19834 900093 225067 0 0 Reid Adams MD Physician Director 224100 545779 132561 77820 37793 2322 0 58106 345 21350 394799 705377 0 0 James M Larner Physician/Professor 418400 95734 448890 0 64637 229 0 13530 557 18881 932484 128374 0 0 Philip C Smith Physician/Professor 839811 0 32800 0 108406 0 2850 0 20842 0 1004709 0 0 0 David Diduch Physician/Professor 371288 131703 396194 0 50789 3152 0 15040 323 13611 818594 163506 0 0 Hamid Hassanzadeh Physician/Professor 389060 89271 414835 0 45902 60 0 9380 162 20293 849959 119004 0 0 Gorav Ailawadi Physician/Professor 376630 130002 120000 175633 42421 662 0 14187 123 15395 539174 335879 0 0 David S Wilkes MD Dean, UVA School, Thru 6/21 50000 560128 0 65000 33076 4401 0 50988 603 16516 83679 697033 0 0 Jennifer W Davis UVA Exec. Vice PResident 0 527180 0 55000 0 2138 0 96085 0 25872 0 706275 0 0 Alan H Matsumoto MD Faculty elected dir thru 12/18 415600 142928 38310 0 69686 1157 0 16080 603 14189 524199 174354 0 0 Art Saavedra MD Physician Director 428838 100587 26000 54650 54087 97 2850 9736 0 14864 511775 179934 0 0 Mitchell H Rosner MD Chair, Medicine, Thru 12/31/18 102089 352266 0 123780 21131 1605 0 37930 288 22547 123508 538128 0 0 J Corey Feist Chief Executive Officer, UPG 411410 18000 107437 0 50600 0 8550 0 20842 0 598839 18000 0 0 Robert H Thiele MD Physician Director 216700 92592 127397 0 27075 60 0 9380 148 21793 371320 123825 0 0 Randolph J Canterbury MD Dean, UVA School, THRU 9/1/15 39300 295022 0 35620 22080 2214 0 31585 654 8140 62034 372581 0 0 Susan Rumsey Chief Financial Officer 275747 0 38144 0 35826 0 8550 0 20842 0 379109 0 0 0 Gregory B Fairchild PHD MBA Elected Public Membr Thru 6/18 0 313619 0 3000 0 1378 0 33438 0 21981 0 373416 0 0 Mo Nadkarni MD Physician Director 117966 154116 37750 3600 19498 578 0 17328 307 20916 175521 196538 0 0 Scott Syverud MD President, Clinical Staff 224378 91248 11000 300 11579 396 0 10880 453 14272 247410 117096 0 0 Marc Rickabaugh Dir. of Finance/Corp.Treasurer 149274 0 14653 0 2570 0 10011 0 14256 0 190764 0 0 0 Rebekah Compton Advance PRactice Provider 122177 0 500 0 14584 0 4250 0 13593 0 155104 0 0 0 Robert S Gibson MD President Clin Staff Thru 6/16 62725 0 0 0 0 0 0 0 0 0 62725 0 0 0 Lawrence H Phillips II Faculty Elected Dir Thru 12/16 50000 0 0 0 0 0 0 0 0 0 50000 0 0 0 Form 990, Part III, Line 1: THE MISSION OF THE UNIVERSITY OF VIRGINIA HEALTH SYSTEM IS TO PROVIDE EXCELLENCE, INNOVATION, AND SUPERLATIVE QUALITY IN THE CARE OF PATIENTS, THE TRAINING OF HEALTH PROFESSIONALS, AND THE CREATION AND SHARING OF HEALTH KNOWLEDGE WITHIN A CULTURE THAT PROVIDES EQUITY, DIVERSITY, AND INCLUSIVENESS. Form 990, Part III, Line 4A: THE UNIVERSITY OF VIRGINIA PHYSICIANS GROUP (UPG) SUPPORTS THE UNIVERSITY OF VIRGINIA BY EMPLOYING PHYSICIANS WHO ARE FACULTY MEMBERS OF THE UNIVERSITY OF VIRGINIA SCHOOL OF MEDICINE AND PROVIDE PATIENT CARE, TEACH MEDICAL STUDENTS, ENGAGE IN MEDICAL RESEARCH, AND PROVIDE OTHER HEALTH CARE-RELATED SERVICES IN CONJUNCTION WITH THE UNIVERSITY OF VIRGINIA MEDICAL CENTER. UPG ALSO PROVIDES FUNDS TO THE UNIVERSITY OF VIRGINIA IN SUPPORT OF HEALTH-RELATED ACTIVITIES OF THE UNIVERSITY OF VIRGINIA MEDICAL CENTER. FOR THE YEAR ENDED JUNE 30, 2021, UPG PROVIDED PATIENT CARE AS FOLLOWS: INPATIENTS - 292,001; OUTPATIENTS - 1,024,075; HOME VISITS - 775; NOT CLASSIFIED/UNKNOWN - 2,489. EXPENSES INCURRED BY UPG, FOR THE YEAR ENDING JUNE 30, 2021, IN CARRYING OUT ITS EXEMPT PURPOSES TOTALED $528,260,955. OF THAT AMOUNT, $33,520,687 CONSISTED OF GRANTS AND CONTRIBUTIONS TO THE UNIVERSITY OF VIRGINIA. Form 990, Part VI, Section A, Line 2: DIRECTORS, OFFICERS, KEY EMPLOYEES OR MEMBERS OF THEIR FAMILIES MAY RECEIVE HEALTH CARE SERVICES FROM A MEMBER OF THE BOARD AS A PHYSICIAN OF THE GROUP. THESE SERVICES ARE PROVIDED IN THE NORMAL COURSE OF BUSINESS, AND ALL SUCH INDIVIDUALS ARE CHARGED FOR THE SERVICES RENDERED. Form 990, Part VI, Section B, Line 11b: UPON RECEIPT OF THE DRAFT TAX RETURN FROM THE TAX PROFESSIONALS, UPG FINANCE PERSONNEL THOROUGHLY REVIEW THE RETURN INFORMATION FOR ACCURACY AND COMPLETENESS AND REVIEW THE RETURN WITH THE DIRECTOR OF FINANCE AND CFO. THE REVIEWED RETURN, WITH SUPPORTING SCHEDULES, IS PROVIDED TO EACH BOARD OF DIRECTORS' MEMBER FOR THEIR FINAL REVIEW BEFORE THE RETURN IS FILED WITH THE IRS. Form 990, Part VI, Section B, Line 12C: EMPLOYEES ARE INSTRUCTED TO CONTACT HUMAN RESOURCES REGARDING SITUATIONS THAT MAY POTENTIALLY PRESENT A CONFLICT OF INTEREST. IF NECESSARY, THE DIRECTOR OF HUMAN RESOURCES WILL CONSULT WITH CORPORATE COUNSEL TO DETERMINE WHETHER A CONFLICT OF INTEREST EXISTS. IN ADDITION TO THE POLICY, UPG ANNUALLY MAILS QUESTIONNAIRES TO ALL BOARD MEMBERS AND KEY EMPLOYEES ASKING ABOUT POTENTIAL CONFLICTS AS PART OF THE TAX RETURN PREPARATION PROCESS. Form 990, Part VI, Section A, Line 15A: AFTER REVIEW BY THE DEAN OF THE SCHOOL OF MEDICINE AND THE CHAIR OF THE UPG BOARD OF DIRECTORS, THE CEO'S COMPENSATION IS DISCUSSED BY THE UPG COMPENSATION COMMITTEE WHICH IS COMPRISED OF THE PUBLIC MEMBERS OF THE BOARD OF DIRECTORS. CHANGES ARE COMMUNICATED IN WRITING TO THE DIRECTOR OF HUMAN RESOURCES, AND DOCUMENTATION SIGNED BY THE CHAIR OF THE BOARD IS RETAINED IN THE CEO'S PERSONNEL FILE MAINTAINED IN THE HUMAN RESOURCE DEPARTMENT. IN ADDITION, THE FACULTY PRACTICE PLAN EXECUTIVE STAFF COMPENSATION SURVEY AND OTHER RELEVANT SURVEY SOURCES ARE UTILIZED AS A BENCHMARK REGARDING THE CEO'S COMPENSATION. MINUTES OF THE UPG COMPENSATION COMMITTEE ARE MAINTAINED TO THE COMMITTEE'S DECISIONS. Form 990, Part VI, Section A, Line 15B: UPG REVIEWS COMPENSATION OF ALL ADMINISTRATIVE EMPLOYEES ON A TWO-YEAR CYCLE. BOTH THE JOB DESCRIPTION AS WELL AS COMPARABLE MARKET DATA ARE ANALYZED. UPG PARTICIPATES IN MULTIPLE SALARY SURVEYS INCLUDING TOWERS WATSON, APPD, THE VIRGINIA SOCIETY FOR HEALTHCARE AND HUMAN RESOURCES AND COMP DATA. IN ADDITION TO THESE SURVEY SOURCES, THE MEDICAL GROUP MANAGEMENT ASSOCIATION SURVEY DATA IS REVIEWED AS APPROPRIATE. THE CEO, BASED ON THE DATA PRESENTED BY THE HUMAN RESOURCES PERSONNEL, REVIEWS DATA AND APPROVES CHANGES FOR OFFICER POSITIONS AFTER REVIEW BY THE UPG COMPENSATION COMMITTEE. THE CEO, ALONG WITH OTHER OFFICERS OF THE ORGANIZATION, REVIEW DATA AND RECOMMEND CHANGES FOR APPROVAL BY THE CEO FOR OTHER ADMINISTRATIVE STAFF POSITIONS INCLUDING KEY EMPLOYEES. THE DEAN OF THE SCHOOL OF MEDICINE AND THE PROVOST OF THE UNIVERSITY REVIEW THE COMPENSATION TO THE CLINICAL FACULTY. Form 990, Part VI, SECTION C, Line 19: UPG MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN UNRECOGNIZED NET PERIODIC PENSION COSTS: $48,178,000 DISTRIBUTION OF BOARD RESTRICTED RESERVE EARNINGS: $ (458,159) TOTAL : $47,719,841 COMMUNITY HEALTH LLC 4105 LEWIS AND CLARK DRIVE CHARLOTTESVILLE VA 22911 832725805 MED SVCS VA 5711407 900436 UPG UNIVERSITY OF VIRGINIA PO BOX 400194 CHARLOTTESVILLE VA 22904 546001796 HIGHER ED. VA 170(C)(1) NA false VIRGINIA UROLOGIC FOUNDATION 4105 LEWIS AND CLARK DRIVE CHARLOTTESVILLE VA 22911 541259576 MEDICAL SRVCS VA 501(c)(3) 10 NA true PIEDMONT LIABILITY TRUST 1020 EDNAM CENTER CHARLOTTESVILLE VA 22903 546280083 INSURANCE VA 501(c)(3) 12 NA true WELL VIRGINIA CORPORATION 4105 LEWIS AND CLARK DR CHARLOTTESVILLE VA 22911 541828615 MEDICAL SERVICES VA SEE PART VII C CORP 0 0 1.00000 true false true true false false false false false false false false false false true true true true true true SCHEDULE R, PART IV, LINE (1), COLUMN (D): DIRECT CONTROLLING ENTITY: UVA PHYSICIANS GROUP