2021-05-14T09:37:57-05:00 2020-06-30 621517792 PYA PC 3000 Bayport Drive Suite 860 Tampa FL 33607 990 2019-07-01 591867557 University of Florida Jacksonville Physicians Inc UNIV 9042449500 653 West 8th Street Jacksonville FL 32209 Timothy Reinschmidt VP of Finance 9042449500 2021-05-13 1 Terry Haefner P01258953 7274427110 2019 2022-09-23 18:48:47Z Leon L Haley Jr MD 653 West 8th Street Jacksonville FL 32209 365750081 0 X www.hscj.ufl.edu X 1978 FL University of Florida Jacksonville Physicians, Inc. is dedicated to making a difference in the lives of those we serve by providing exceptional and innovative practice management in support of the University of Florida College of Medicine - Jacksonville in its mission to comfort, to heal, to educate and to discover. 24 0 1813 0 0 0 1488544 1433749 337242955 358260940 528651 996287 45803 5045000 339305953 365735976 166460859 170287934 0 0 100657215 107452695 0 0 0 74115954 77905691 341234028 355646320 -1928075 10089656 100755082 134484732 32079599 61167018 68675483 73317714 X University of Florida Jacksonville Physicians, Inc. is dedicated to making a difference in the lives of those we serve by providing exceptional and innovative practice management in support of the University of Florida College of Medicine - Jacksonville in its mission to comfort, to heal, to educate and to discover. 0 0 319693858 170287934 363305940 The University of Florida Jacksonville Physicians, Inc., is an approved practice plan of the University of Florida College of Medicine (COM) in which the primary mission is to bill and collect professional fees from the clinical practice of University Physicians in order to fund the educational, clinical and research missions of the Jacksonville campus of the COM. 319693858 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 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 32 0 1 1813 1 0 0 0 0 0 0 0 0 0 0 0 0 X 24 0 0 0 0 0 1 0 1 1 1 0 0 0 1 1 1 1 1 1 1 0 X David M Schreck 9042449500 653 W 8th Street Jacksonville FL 322096511 Leon Haley MD Chair 1.00 40.00 X X 0 857459 32239 Pradeep Kadambi MD President 1.00 40.00 X X 0 501652 33685 Andy Goodwin MD Vice-President 1.00 40.00 X X 0 533756 43012 Steven Cuffe MD Secretary/Treasurer 1.00 40.00 X X 0 385700 42948 Kethandapatti Balaji MD Trustee 1.00 40.00 X 0 708867 19140 Ted Bass MD Trustee 1.00 40.00 X 0 700530 54762 Leigh Neumayer MD Trustee 1.00 40.00 X 0 0 0 Ramon Bautista MD Trustee 1.00 40.00 X 0 286866 32562 John Davis MD Trustee 1.00 40.00 X 0 551200 48671 Paul Doughtery MD Trustee 1.00 40.00 X 0 735825 22353 Tirbod Fattahi MD Trustee 1.00 40.00 X 0 676550 33683 Laura Huntley UF Trustee 1.00 40.00 X 0 251295 39091 Mark Hudak MD Trustee 1.00 40.00 X 0 557661 54823 Chandana Lall MD Trustee 1.00 40.00 X 0 692332 22422 Jason Widrich MD Trustee 1.00 40.00 X 0 405354 29511 Shahla Masood MD Trustee 1.00 40.00 X 0 544471 36470 Alan West UF Trustee 1.00 40.00 X 0 212982 34199 Brian Yorkgitis MD Trustee 1.00 40.00 X 0 436319 32330 Arshag Mooradian MD Trustee 1.00 40.00 X 0 554769 34978 David Nelson MD UF Trustee 1.00 40.00 X 0 1345265 35407 Ashley Norse Trustee 1.00 40.00 X 0 308157 34267 Nipa Shah MD Trustee 1.00 40.00 X 0 451806 33778 Daryoush Tavanaiepour MD Trustee 1.00 40.00 X 0 869208 33665 Darrell Wudunn MD Trustee 1.00 40.00 X 0 663539 40187 Alan Berger MD Trustee 1.00 40.00 X 0 488690 50951 Andy Kerwin MD Trustee 1.00 40.00 X 0 579218 35096 Mike Mckee UF Trustee 1.00 40.00 X 0 336541 101589 Paul Mongan MD Trustee 1.00 40.00 X 0 612796 34275 Jeff Brunelli MD Trustee 1.00 40.00 X 0 590751 22258 Rita James VP Ambulatory Services 40.00 X 217233 0 29814 Timothy Reinschmidt VP Finance 40.00 X 222466 0 26246 Richard Scanu VP Operations 40.00 X 210807 0 29006 Rita Duggins APRN III - Supervisor 40.00 X 226685 0 23785 Daniel McEwen CRNA-Chief 40.00 X 200649 0 27374 Sheri Dorner APRN III 40.00 X 193008 0 24954 Rosa Crawford PA IV 40.00 X 186645 0 23683 Elizabeth Ham CRNA 40.00 X 185932 0 24930 1643425 15839559 1278144 167 0 1 0 Brasfield & Gorrie LLC 4601 Touchton Road Bldg 300 Suite Jacksonville FL 32246 Contractor/Project Manager 13138117 Jacksonville MOB LLC 839 N Jefferson St Milwaukee WI 53202 Rent 1829090 CMK2 Jacksonville 4555 LLC PO Box 257 Emerson NJ 07630 Rent 1193026 GV-IP Jacksonville Owner LLC 721 Emerson Road Suite 300 St Louis MO 63141 Rent 1120302 The CSI Companies 9995 Gate Parkway N Ste 100 Jacksonville FL 32246 Temporary Staffing 711499 46 1433749 1433749 Patient Revenue 621990 291404669 291404669 Contract and Grants 621990 62562673 62562673 Charity Care Settlement 621990 4293598 4293598 358260940 1010392 1010392 14105 -14105 -14105 -14105 Stimulus Payment 900099 5000000 5000000 Management Fees 561000 45000 45000 5045000 365735976 363305940 0 996287 170287934 170287934 85896096 65125241 20770855 1888945 1432172 456773 13916478 10544427 3372051 5751176 4360463 1390713 21847 21847 150000 150000 4107729 2712323 1395406 529502 529502 754681 648297 106384 3058722 2446978 611744 11973710 10310030 1663680 185713 35871 149842 676241 426010 250231 496598 496598 5499122 3994790 1504332 1683909 1389113 294796 Bad Debt Expense 31695208 31695208 Medical Supplies 7426208 7426208 Repairs and Maintenance 1630384 1304307 326077 Early Steps 97564 97564 7918553 5456922 2461631 355646320 319693858 35952462 0 9295258 45249549 20252834 13093913 10063988 10371651 2266968 1890897 92595884 48646445 26339206 43949439 32536828 19929283 100755082 134484732 22507287 27125129 8005868 28260000 1566444 5781889 32079599 61167018 X 68675483 73317714 68675483 73317714 100755082 134484732 X 10089656 -5341024 -106401 X 0 1 X 1 0 X X 1 University of Florida 596002052 2 1 319693858 0 1 319693858 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3748493 3748493 23226003 2152218 21073785 17967166 12515586 5451580 47330256 33978641 13351615 323966 323966 43949439 Due from Shands Jacksonville Medical Center, Inc. 469279 Other Receivables 19347484 Due from Faculty Clinic, Inc. 112520 19929283 Due to University of Florida 104640 Due to Shands Jacksonville Medical Center, Inc. 91563 Due to Shands at the University of Florida, Inc. 244662 Derivative Swap 5341024 5781889 X 312018468 -5341024 -5341024 317359492 48376484 48376484 365735976 307376237 106401 106401 307269836 48376484 48376484 355646320 Part X, Line 2: University of Florida Jacksonville Physicians, Inc. (UFJP) is exempt from federal income taxes under Internal Revenue Code Section 501(c)(3) and is exempt from state income taxes. Accordingly, no provision for income taxes has been included in the accompanying financial statements. At June 30, 2020, management does not believe UFJP holds any uncertain tax positions. Tax returns for the years ended June 30, 2017 through 2020 are subject to examination by taxing authorities. Part XI, Line 4b - Other Adjustments: Bad Debts Netted with Revenues 31,695,208. Grants Netted with Expenses 16,681,276. Part XII, Line 2d - Other Adjustments: Accrual to Cash Difference in Grants 106,401. Part XII, Line 4b - Other Adjustments: Bad Debts Netted with Revenues 31,695,208. Grants Netted with Expenses 16,681,276. 1 University of Florida College of Medicine PO Box 113200 Gainesville FL 32611 596002052 115 153563063 Cash value General Support to Academic Enrichment Fund Shands Jacksonville Medical Center Inc 655 West 8th Street Jacksonville FL 32209 592142859 501(c)(3) 150000 Cash value General Support 2 Part I, Line 2: The largest grants or assistance were made to the University of Florida. The University of Florida Jacksonville Physicians, Inc. was established by the State of Florida legislation as a support organization of the University of Florida. The University of Florida Jacksonville Physicians, Inc. is required to transfer funds to the University of Florida to fulfill its mission as a support organization of the University of Florida. Once the funds are transferred to the University of Florida, the University ensures that the funds are used to fulfill the mission of the University of Florida. X 0 0 0 0 0 0 0 1 0 Leon Haley MD Chair 0 857459 0 0 0 0 0 14700 0 17539 0 889698 0 0 Pradeep Kadambi MD President 0 499100 0 0 0 2552 0 14701 0 18984 0 535337 0 0 Andy Goodwin MD Vice-President 0 523155 0 10000 0 601 0 24028 0 18984 0 576768 0 0 Steven Cuffe MD Secretary/Treasurer 0 371230 0 10000 0 4470 0 23964 0 18984 0 428648 0 0 Kethandapatti Balaji MD Trustee 0 698920 0 9166 0 781 0 17558 0 1582 0 728007 0 0 Ted Bass MD Trustee 0 679684 0 15716 0 5130 0 35778 0 18984 0 755292 0 0 Ramon Bautista MD Trustee 0 256261 0 29875 0 730 0 13578 0 18984 0 319428 0 0 John Davis MD Trustee 0 540888 0 5000 0 5312 0 28105 0 20566 0 599871 0 0 Paul Doughtery MD Trustee 0 719702 0 10000 0 6123 0 14769 0 7584 0 758178 0 0 Tirbod Fattahi MD Trustee 0 664898 0 10000 0 1652 0 14699 0 18984 0 710233 0 0 Laura Huntley UF Trustee 0 249315 0 0 0 1980 0 21205 0 17886 0 290386 0 0 Mark Hudak MD Trustee 0 527127 0 20934 0 9600 0 35839 0 18984 0 612484 0 0 Chandana Lall MD Trustee 0 677574 0 10000 0 4758 0 14838 0 7584 0 714754 0 0 Jason Widrich MD Trustee 0 404038 0 0 0 1316 0 14919 0 14592 0 434865 0 0 Shahla Masood MD Trustee 0 525242 0 10000 0 9229 0 21878 0 14592 0 580941 0 0 Alan West UF Trustee 0 183774 0 0 0 29208 0 16289 0 17910 0 247181 0 0 Brian Yorkgitis MD Trustee 0 399634 0 36685 0 0 0 13346 0 18984 0 468649 0 0 Arshag Mooradian MD Trustee 0 530169 0 15000 0 9600 0 15994 0 18984 0 589747 0 0 David Nelson MD UF Trustee 0 1032301 0 305000 0 7964 0 15269 0 20138 0 1380672 0 0 Ashley Norse Trustee 0 289982 0 18000 0 175 0 15283 0 18984 0 342424 0 0 Nipa Shah MD Trustee 0 438116 0 12060 0 1630 0 14794 0 18984 0 485584 0 0 Daryoush Tavanaiepour MD Trustee 0 855992 0 10000 0 3216 0 14681 0 18984 0 902873 0 0 Darrell Wudunn MD Trustee 0 652643 0 7500 0 3396 0 21203 0 18984 0 703726 0 0 Alan Berger MD Trustee 0 469090 0 10000 0 9600 0 36755 0 14196 0 539641 0 0 Andy Kerwin MD Trustee 0 573438 0 3191 0 2589 0 16112 0 18984 0 614314 0 0 Mike Mckee UF Trustee 0 324859 0 0 0 11682 0 81779 0 19810 0 438130 0 0 Paul Mongan MD Trustee 0 587939 0 9167 0 15690 0 15291 0 18984 0 647071 0 0 Jeff Brunelli MD Trustee 0 561648 0 26531 0 2572 0 14674 0 7584 0 613009 0 0 Rita James VP Ambulatory Services 199387 0 10000 0 7846 0 6116 0 23698 0 247047 0 0 0 Timothy Reinschmidt VP Finance 202659 0 10000 0 9807 0 6116 0 20130 0 248712 0 0 0 Richard Scanu VP Operations 197000 0 10000 0 3807 0 6238 0 22768 0 239813 0 0 0 Rita Duggins APRN III - Supervisor 212097 0 3010 0 11578 0 3594 0 20191 0 250470 0 0 0 Daniel McEwen CRNA-Chief 192256 0 0 0 8393 0 4753 0 22621 0 228023 0 0 0 Sheri Dorner APRN III 175044 0 6600 0 11364 0 3471 0 21483 0 217962 0 0 0 Rosa Crawford PA IV 171049 0 0 0 15596 0 3873 0 19810 0 210328 0 0 0 Elizabeth Ham CRNA 185932 0 0 0 0 0 4867 0 20063 0 210862 0 0 0 Part I, Line 7 Subject to the discretion of the Dean of the College of Medicine, bonuses may be paid to all employees in good standing of UFJP. The amount is not fixed and a bonus is not paid each year. In a year in which the Dean approves the payment of bonuses, all eligible employees in good standing of the organization receive a bonus. A Florida Development Finance Corporation Healthcare Facilities Revenue Notes 593270584 2019-04-17 30000000 See Part VI 0 0 0 A 850000 21591625 230632 17705993 2020 1 0 1 1 A 0 0 0 0 0 0 1 A 0 1 0 0 0 1 SunTrust Bank 14.200000000000 0 0 0 0 1 A 1 Part I, Line A, Column (f): The issue was structured as two separate draw-down notes (Series 2019A & 2019B). Series 2019A was issued to currently refund a prior issue originally issued on 05/15/2002. Series 2019B was issued to construct and equip a medical office building and pay costs of issuance of the issue. The issue was treated as a single issue for tax purposes as reflected on the Form 8038 filed by the issuer. Part II, Line 3: The issue was structured as two separate draw-down notes. As of 12/31/19, only $21,591,625 of the full $30,000,000 issue price had been advanced by the lender. Such amounts were applied to refund a prior issue, pay a portion of the costs of constructing and equipping the medical office building, and pay costs of issuance of the issue. The remaining proceeds of the issue were advanced in the subsequent tax year to pay remaining costs of constructing and equipping the medical office building. The Form 8038 filed by the issuer assumes that the full $30,000,000 was advanced on the issue date. Form 990, Part VI, Section A, line 6 The following are the members of the University of Florida Jacksonville Physicians, Inc. as stated in its bylaws: The membership of the Corporation shall consist of all clinical faculty who serve at least 0.50 full time equivalent (FTE) on the faculty of the University of Florida College of Medicine - Jacksonville and each member shall retain his or her status only so long as he or she remains at least a .50 FTE member of the clinical faculty of the University of Florida College of Medicine - Jacksonville. Form 990, Part VI, Section A, line 7b The Bylaws and Articles of Incorporation of the University of Florida Jacksonville Physicians, Inc. may be amended only by a majority vote of all members of the Board of Directors. All of the Amendments to the Bylaws of the University of Florida Jacksonville Physicians, Inc. are subject to approval by the Dean of the University of Florida College of Medicine - Jacksonville, the University of Florida Senior Vice President for Health Affairs, and the President of the University of Florida. Form 990, Part VI, Section B, line 11b The 990 will first be reviewed by the Manager of Financial Reporting. Any necessary changes will be made and then a second level of review will be administered by the Director of Accounting. The 990 will then go through a final level of review by the VP of Finance. Form 990, Part VI, Section B, line 12c Faculty members are state employees and are covered by the University of Florida policies. Such employees are covered by two policies: 1) Business Ethics and 2) Gifts. All employees are required to sign a receipt that they have received and read the Business Ethics Policy. In addition, all employees have to annually sign the "Standards of Behavior" of which a copy goes into the Human Resources record. Directors and Managers are responsible for monitoring and enforcing compliance. In addition, the Accounts Payable Department will consult with the HR department if anything seems out of line in the administration of this policy. Form 990, Part VI, Section B, line 15 Top and key employee compensation is recommended based on the current market and the rates established by the Human Resource Department for that specific job and level. Approval is required by the Director of HR and the Dean of the College of Medicine - Jacksonville. A faculty member's compensation package has to be approved by the Dean of the College of Medicine - Jacksonville and by the Senior VP for Health Affairs at the University of Florida. Form 990, Part VI, Section C, line 19 This organization is covered by the Sunshine Laws and, with few exceptions (personal health information for one), all documents, financial information, board minutes, etc., are public information. Anyone can make a formal request to the legal office and the information will be provided. Form 990, Part XI, line 9: Accrual to Cash Difference in Grants -106,401. University of Florida PO Box 113200 Gainesville FL 32611 596002052 Education FL 115 N/A N/A 0 Faculty Clinic Inc PO Box 44008 Jacksonville FL 32231 592856153 Healthcare FL 501(c)(3) Line 12a, I University of Florida 0 0 1 1 1 1 0 0 0 1 0 1 0 0 1 1 0 0 0 0