2019-11-15T13:01:17-06:00 2018-12-31 454051133 FREED MAXICK CPAS PC 424 MAIN STREET SUITE 800 BUFFALO NY 142023508 990 2018-01-01 161395906 UNITED MEDICAL ASSOCIATES PC UNIT 6077623603 4401 VESTAL PARKWAY EAST VESTAL NY 13850 ALAN MILLER MD PRESIDENT 6077623603 2019-11-14 1 MARY MADONIA P00405803 7168472651 2019-11-14 104.193.28.34 2019-11-14 17:37:52 ES P 65907F497E7129E5640A7D71EBEC8492987A22B4 4518FA7B48793EAF5C6FEAE736AAFE1597D04A2D 2018 2020-03-31 21:24:44Z ALAN MILLER MD 4401 VESTAL PARKWAY EAST VESTAL NY 13850 130409968 0 X WWW.NYUHS.ORG X 1991 NY SEE SCHEDULE OUNITED MEDICAL ASSOCIATES PC IS A BROOME COUNTY BASED NOT-FOR-PROFIT PHYSICIAN GROUP PRACTICE. UMA PROVIDES THE HIGHEST QUALITY OF HEALTH CARE AND MEDICAL SERVICES TO RESIDENTS OF THE SOUTHERN TIER AND SURROUNDING AREAS. UNITED MEDICAL ASSOCIATES UNIQUELY SERVICES THE MEDICAL PRACTICE NEEDS OF THE UHS HEALTHCARE SYSTEM. OUR MISSION IS TO IMPROVE THE HEALTH STATUS OF THE COMMUNITY BY PROVIDING EASILY ACCESSIBLE PHYSICIAN SERVICES, SUPPORT FOR TEACHING, MEETING THE REQUIREMENTS NECESSARY FOR RESEARCH AND MEDICAL ADMINISTRATION AND BY PARTICIPATING IN AN INTEGRATED CONTINUUM OF CARE THAT IMPROVES THE PATIENT'S EXPERIENCE AND THE QUALITY OF THE HEALTH SERVICES OUTCOME. 10 0 448 0 0 0 0 0 115435720 122952294 0 0 118126 7457674 115553846 130409968 0 0 0 0 97853843 108494662 0 0 0 31282161 30742474 129136004 139237136 -13582158 -8827168 13606528 14078517 59845203 71409401 -46238675 -57330884 X SEE SCHEDULE OTHE MISSION OF UHS MEDICAL GROUP IS TO IMPROVE THE HEALTH STATUS OF THE COMMUNITY BY PROVIDING EASILY ACCESSIBLE PHYSICIAN SERVICES, SUPPORT FOR TEACHING, MEETING THE REQUIREMENTS NECESSARY FOR RESEARCH AND MEDICAL ADMINISTRATION, AND BY PARTICIPATING IN AN INTEGRATED CONTINUUM OF CARE THAT IMPROVES THE PATIENT'S EXPERIENCE AND THE QUALITY OF THE HEALTH SERVICES OUTCOME. 0 0 133901031 130409968 UNITED MEDICAL ASSOCIATES, PC(UMA)PERFORMS MEDICAL SERVICES, EDUCATION AND RESEARCH ACTIVITIES IN A VARIETY OF SETTINGS, ADDING TO THE BENEFIT OF THE COMMUNITY AND ENHANCING THE HEALTH STATUS OF ITS PATIENTS. UMA, PC PROVIDES A WIDE RANGE OF PROFESSIONAL SERVICES IN THE PRIMARY AND SPECIALTY CARE AREA. UMA PHYSICIANS SUPPORT TWENTY-TWO FAMILY PRACTICES, FIVE INTERNAL MEDICINE CLINICS, FIVE PEDIATRICS CLINICS, TWO SCHOOL BASED HEALTH CLINICS, AND FOUR WALK-IN CENTERS LOCATED THROUGHOUT A MULTI-COUNTY SERVICE AREA. THE SPECIALTY CARE CENTERS INCLUDE GENERAL SURGERY, BREAST SURGERY, UROLOGY, VASCULAR SURGERY, OB/GYN, CARDIOLOGY, CARDIOTHORACIC, CHIROPRACTIC, CONCUSSION CENTER, DIABETES MANAGEMENT, NEPHROLOGY, PHYSICAL MEDICINE, PLASTIC SURGERY, WOUND CARE, **SEE SCHEDULE O FOR CONTINUATION** OTOLARYNGOLOGY, RHUEMATOLOGY, PODIATRY, PATHOLOGY, EMERGENCY ROOM SERVICES, DERMATOLOGY, ORTHOPEDICS, SLEEP/NEURODIAGNOSTIC CENTER, NEURO CRITICAL CARE, GERIATRIC MEDICINE, HOSPITALISTS, INFECTIOUS DISEASE, PULMONOLOGY, WOMENS' (GYN) SERVICES, RADIATION ONCOLOGY, GASTROENTEROLOGY, MEDICAL ONCOLOGY, NEUROSURGERY, AND PAIN MANAGEMENT. TOTAL PATIENTS SERVICED BY UMA PHYSICIANS AT YEAR END 2018 TOTALED 852,259. THESE SERVICES ASSIST UMA IN FULFILLING ITS EXEMPT PURPOSE UNDER THE IRS CODE 501(C)(3). UMA IS INVOLVED IN COMMUNITY SERVICE BY BEING PART OF THE FOLLOWING ACTIVITIES: (1) UMA IS INVOLVED IN THE SOUTHERN TIER HEALTHY LIVING PARTNERSHIP WHICH IS A UNIQUE COLLABORATION OF GOVERNMENT AND COMMUNITY BASED SYSTEMS THAT PROMOTE HEALTHY LIVING THROUGH OUTREACH EDUCATION AND ACCESS TO SERVICES FOR THE PURPOSE OF REDUCING THE RISK OF CHRONIC DISEASE. THE NEW YORK STATE DEPARTMENT OF HEALTH AND CENTERS FOR DISEASE CONTROL AND PREVENTION (CDC) PROVIDES FUNDING FOR LOCAL COMMUNITY HEALTH CARE PRACTITIONERS TO PROVIDE CLINICAL BREAST EXAMS, MAMMOGRAMS, PAP TESTS, COLORECTAL SCREENING, AND LIMITED FOLLOW-UP. THESE SCREENING PROCEDURES ARE FOR THE INCOME ELIGIBLE WOMEN WHO ARE UNINSURED OR UNDER INSURED. (2) UMA PROVIDES FOR THE HEALTH MAINTENANCE OF THE ELDERLY POPULATION BY PARTICIPATING IN LECTURES TO THE UHS HOSPITALS MEMBERS FREE OF CHARGE. (3) UMA PROVIDES HEALTH MAINTENANCE BY PHYSICIAN PARTICIPATION IN LECTURE SERIES FOR THE STAY HEALTHY PROGRAMS AT UHS HOSPITALS. FOR EXAMPLE, INFORMATION IN MINIMALLY INVASIVE HIP REPLACEMENT SURGERY, PEDIATRICS, PODIATRY SCREENING, FOOT/ANKLE/KNEE CLINIC. (4) UMA PROVIDERS STAFF THE ARTICLE 28A CLINICS OPERATED BY UNITED HEALTH SERVICES HOSPITALS, CHENANGO MEMORIAL HOSPITAL, AND DELAWARE VALLEY HOSPITAL. THESE FACILITIES PROVIDE HEALTH CARE SERVICES TO A LARGE MEDICAID POPULATION. (5) UHS HOSPITALS, UHS CHENANGO MEMORIAL, AND UMA HAVE IMPLEMENTED A PATIENT-CENTERED MEDICAL HOME PROGRAM. THE OVERALL GOAL IS TO INCREASE THE QUALITY AND IMPROVE HEALTH OUTCOMES FOR PERSONS ENROLLED IN NY MEDICAID. THE PATIENT-CENTERED MEDICAL HOME IS A PROACTIVE MODEL OF CARE THAT SEEKS TO STRENGTHEN THE PHYSICIAN-PATIENT RELATIONSHIP BY REPLACING REACTIVE, EPISODIC CARE BASED ON ILLNESS AND PATIENT COMPLAINTS WITH COORDINATED CARE AND A LONG-TERM HEALING RELATIONSHIP. UMA PHYSICIANS CURRENTLY STAFF TWENTY-FOUR LEVEL 3 MEDICAL HOME SITES THAT HAVE RECEIVED NCQA PATIENT CENTERED MEDICAL HOME RECOGNITION. (6) UHS HOSPITALS HAS BEEN DESIGNATED A MEDICAID HEALTH HOME BY NEW YORK STATE. UMA USES MEDICAL HOME PRINCIPALS WITH ENHANCED CARE COORDINATION AND ITS INFRASTRUCTURE TO CARE FOR THE MOST COMPLEX AND EXPENSIVE MEDICAID PATIENTS.(7) UMA PROVIDERS SERVE ON VARIOUS BOARDS OF HEALTH AND AS DIRECTORS FOR EMERGENCY SERVICE AGENCIES INCLUDING AMBULANCE SQUADS AS WELL AS VARIOUS CAMP PROGRAMS. (8) UMA PROVIDERS PROMOTE COMMUNITY EDUCATION THROUGH A LOCAL TELEVISION STATION IN A "DOCS ON CALL" SERIES. (9) UMA PROVIDERS ARE INVOLVED WITH PROFESSIONAL EDUCATION WHICH TAKES THE FORM OF ORGANIZING A HEMATOLOGY/HEMAPATHOLOGY TEACHING DAY. THIS INVOLVES UMA AND OTHER LOCAL AND REGIONAL STAFF, PHYSICIAN EXTENDERS AND PHYSICIANS. THIS PROGRAM IS HELD IN MARCH AND BRINGS TOGETHER LOCAL, REGIONAL, AND NATIONAL MEDICAL PROVIDERS TO LEARN ABOUT PERTINENT ISSUES RELATED TO THAT FIELD OF PRACTICE AND CARE. (10) UMA PROVIDERS ARE INVOLVED WITH PROFESSIONAL EDUCATION WHICH TAKES THE FORM OF ORGANIZING A CHRONIC KIDNEY DISEASE CONFERENCE TARGETING HEALTHCARE PROFESSIONALS (PHYSICIANS, NURSE PRACTITIONERS, PHYSICIAN ASSISTANTS, NURSES, DIETICIANS, SOCIAL WORKERS, AND DIALYSIS TECHNICIANS). THE CONFERENCE IS HELD ANNUALLY IN SEPTEMBER; LOCAL AND NATIONAL SPEAKERS PARTICIPATE IN EDUCATING THE HEALTHCARE COMMUNITY IN RECOGNITION AND MANAGEMENT OF CHRONIC KIDNEY DISEASE AND END-STAGE RENAL DISEASE. THIS PROGRAM IS COORDINATED BY THE PROVIDERS AND STAFF OF THE NEPHROLOGY DEPARTMENT. (11) UMA WAS CHOSEN BY THE CDC AND NY STATE DOH AS THE NATIONAL TEST SITE FOR THE STEADI PROGRAM. THIS IS A PROGRAM DONE JOINTLY BY UMA, THE BROOME COUNTY HEALTH DEPT, AND NEW YORK STATE DEPT OF HEALTH AND OVERSEEN BY THE CDC TO ASSESS THE IMPACT OF FALL RISK ASSESSMENT AND A COMMUNITY BASED INTERVENTION PROGRAM ON PREVENTION OF FALLS AND INJURIES IN OUR PATIENTS GREATER THAN 65 YEARS OLD. THIS PROGRAM HAS BEEN IMPLEMENTED TO DATE AT ALL OUR FAMILY PRACTICE AND INTERNAL MEDICINE SITES IN BROOME, TIOGA, AND CHENANGO COUNTIES. THE RATE OF HOSPITALIZATIONS FOR FALL RELATED INJURIES IS STEADILY DECLINING IN BROOME COUNTY. THE CDC IS PREPARING TO PUBLISH THESE FINDINGS. (12) UMA PROVIDERS ARE ACTIVELY ENGAGED IN IMPROVING THE HEALTH OF OUR PATIENTS. TO FACILITATE THIS, WE HAVE A DIRECTOR OF POPULATION HEALTH POSITION AND HAVE ADDED WELLNESS COORDINATORS OR SOCIAL WORKERS AT EACH OF OUR SITES. CARE MANAGEMENT PATHWAYS HAVE BEEN DEVELOPED TO ASSIST IN DIABETES AND HYPERTENSION MANAGEMENT AND TO INCREASE THE NUMBER OF PATIENTS GETTING BREAST AND COLON CANCER SCREENING. THE VALUE SERVICES PROVIDED TO THE COMMUNITY CAN BE CATALOGUED AS FOLLOWS: (1) UMA PROVIDERS ARE VERY MUCH INVOLVED IN MEDICAL AND PHARMACEUTICAL RESEARCH ACTIVITIES, WHICH ENHANCE THE FIELD OF KNOWLEDGE IN MEDICAL DISCIPLINES. THESE PROGRAMS ARE ALSO ABLE TO OFFER CARE TO PATIENTS WHO MAY BE UNABLE TO RECEIVE CARE UNDER NORMAL CIRCUMSTANCES. THIS RESEARCH ALSO HELPS PHYSICIANS TO KEEP UP TO DATE WITH NEW DEVELOPMENTS WITHIN THEIR DISCIPLINES AND OFFERS INCREASED OPPORTUNITIES FOR CROSS-EDUCATION ACTIVITIES FOR THEM. (2) UMA PROVIDERS STAFF COMMUNITY BENEFIT PROGRAMS IN THE FORM OF EDUCATING STUDENT INTERNS FROM BROOME COMMUNITY COLLEGE, OTHER LOCAL TEACHING INSTITUTIONS AND THE ALBANY COLLEGE OF PHARMACY. THESE INDIVIDUALS ARE PLACED WITHIN THE PRACTICE SETTING TO RECEIVE THEIR PRACTICUM EXPERIENCE ALONG SIDE PHYSICIANS AND OTHER LIKE PROFESSIONALS IN THE DISCIPLINE THEY ARE SEEKING. (3) UMA PHYSICIANS PARTICIPATE IN THE HANDS-ON TRAINING OFFERED TO PHYSICIAN EXTENDERS SUCH AS NURSE PRACTITIONERS AND/OR PHYSICIAN ASSISTANTS. STUDENTS TYPICALLY ARE IDENTIFIED FROM PROGRAMS WITHIN A 100 MILE RADIUS OF BINGHAMTON, NEW YORK. FINANCIALLY MEASURED COMMUNITY SERVICES, IN ADDITION TO THE ABOVE BENEFITS, UMA PROVIDED THE FOLLOWING BENEFITS TO THE COMMUNITY: (1) ACCEPTED ASSIGNMENTS FROM THE MEDICARE PROGRAM (VALUE OF THE DIFFERENCE BETWEEN ESTABLISHED CHARGE AND FEE SCHEDULE) $21,175,788 (2) ACCEPTED ASSIGNMENT FROM THE MEDICAID PROGRAM (VALUE OF THE DIFFERENCE BETWEEN ESTABLISHED CHARGE AND FEE SCHEDULE) $2,283,127 (3) WROTE OFF THE BALANCES FOR THE UNCOMPENSATED PATIENT CARE $888,675 (4) REAL ESTATE TAX PAYMENTS MADE $80,767. TOTAL COMMUNITY BENEFIT WAS $24,428,357. 133901031 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 47 0 1 448 1 0 0 0 0 0 0 0 0 0 0 1 0 X 10 0 0 0 0 0 1 1 0 1 1 0 0 0 1 1 1 1 1 1 1 0 NY X LORRE A JOHNS 6077623603 20 MITCHELL AVE BINGHAMTON NY 13903 LEONARD ANDERSON MD CHAIRMAN 57.00 X X 551544 0 40521 ROBERT AUERBACH MD VICE CHAIRMAN 57.00 X X 254957 0 29515 ANDREA HOAG DO TREASURER 57.00 X X 240110 0 39312 KHALID SETHI MD TRUSTEE 57.00 X 1990767 0 38550 STEPHEN GOMEZ MD TRUSTEE 57.00 X 595797 0 31324 MICAH LISSY MD TRUSTEE 57.00 X 539161 0 40021 RYAN LITTLE NP TRUSTEE 57.00 X 213001 0 37719 BRENDA SCHLAEN MD TRUSTEE 57.00 X 240923 0 18360 ANN TENG DO TRUSTEE 57.00 X 266383 0 27001 JEFFREY GRAY MD TRUSTEE 57.00 X 584219 0 40521 ALAN MILLER MD PRESIDENT 55.00 X 556666 0 33964 JOSEPH CERRA SR VP PHYSICIAN PRACTICE M 55.00 X 398729 0 31978 WADIH DIAB MD ASSOCIATE MEDICAL DIRECTOR 55.00 X 278124 0 25620 DAVID KWIATKOWSKI MD MEDICAL DIRECTOR 55.00 X 358485 0 33964 FRANK FLOYD MD ASSOCIATE MEDICAL DIRECTOR 55.00 X 327746 0 39623 JOHN GIANNONE MD ASSOCIATE MEDICAL DIRECTOR 55.00 X 344281 0 18990 HISHAM KASHOU MD CARDIOLOGIST 55.00 X 1035257 0 36003 LAWRENCE WIESNER MD ORTHOPEDIST 55.00 X 1231808 0 40620 MATTHEW BENNETT MD ORTHOPEDIST 55.00 X 1001696 0 39620 DAVID GALLAGHER MD ORTHOPEDIST 55.00 X 1035119 0 27813 ATIF SALEEM MD GASTROENTEROLOGIST 55.00 X 951232 0 39429 NAZIF CHOWDHURY FORMER SECRETARY 55.00 X 326640 0 38628 13322645 0 749096 287 1 1 1 WEATHERBY LOCUMS INC PO BOX 972633 DALLAS TX 753972633 TEMPORARY SVCS 1028461 LOCUMTENENSCOM PO BOX 405547 ATLANTA GA 303845547 TEMPORARY SVCS 884980 CHUKWUDI OKONMAH MD 660 SHREWSBURY DR CLARKSTON MI 48348 PHYSICIAN SERVICES 593803 BINGHAMTON GASTROENTEROLOGY ASSOC 40 MITCHELL AVE BINGHAMTON NY 13903 PHYSICIAN SERVICES 541062 STUART H STILES MD 705 MURRAY HILL RD VESTAL NY 13850 PHYSICIAN SERVICES 382974 12 CONTRACTED SERVICE FEE 561499 81955841 81955841 NET PATIENT SERVICE RE 621110 40996453 40996453 122952294 OTHER GAIN MLMIC 900099 7080950 7080950 OTHER INCOME 900099 368224 368224 MEANINGFUL USE FUNDING 900099 8500 8500 7457674 130409968 130409968 0 0 X 7837172 6903163 934009 85563712 85563712 3976000 3896480 79520 7145935 7003016 142919 3971843 3892406 79437 13211 13211 16760443 16760443 3946 3946 2340594 2340594 1551 1551 1951447 1951447 89118 89118 11364 11364 511536 511536 2526489 2483164 43325 MANAGEMENT FEE 3715778 170419 3545359 BAD DEBT 1807934 1807934 CME 686657 686657 OTHER LEASES 310947 310947 11459 11459 139237136 133901031 5336105 0 1771187 1991946 6321743 6379395 875815 789580 4637783 4917596 13606528 14078517 41549629 51449204 18295574 19960197 59845203 71409401 X 67 67 0 0 -46238742 -57330951 -46238675 -57330884 13606528 14078517 X -8827168 -2265041 X X 0 1 X 1 0 X 91498494 94282577 106214808 115553846 130409968 537959693 91498494 94282577 106214808 115553846 130409968 537959693 0 0 0 537959693 3632 1549 2760 0 0 7941 3632 1549 2760 7941 91502126 94284126 106217568 115553846 130409968 537967634 1.00000 0.00000 X 0 457B OTHER LONG TERM ASSET 4917596 4917596 457B LIABILITY 4917596 ACCR PENSION CONTRIBUTION DB PLAN 12744858 UHSH NOTE ST 217459 UHSH NOTE LT 1848406 NOTE PAYABLE PTO LIABILITY ST 67973 NOTE PAYABLE PTO LIABILITY LT 163905 19960197 X 126336993 0 126336993 4072975 4072975 130409968 137429202 0 137429202 1807934 1807934 139237136 PART X, LINE 2: THE FINANCIAL STATEMENTS DO NOT GIVE CONSIDERATION FOR FEDERAL AND STATE INCOME TAXES AS THE COMPANY IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501 (A) OF THE INTERNAL REVENUE CODE AS AN ORGANIZATIONS DESCRIBED IN 501(C)(3). AS OF DECEMBER 31, 2018 AND 2017, THE COMPANY DID NOT HAVE ANY UNRECOGNIZED TAX BENEFITS OR ANY RELATED ACCRUED INTEREST OR PENALTIES. THE TAX YEARS OPEN FOR EXAMINATION BY FEDERAL AND STATE TAXING AUTHORITIES ARE 2015 THROUGH 2018. PART XI, LINE 4B - OTHER ADJUSTMENTS: PENSION CHANGE OTHER THAN NET PERIODIC BENEFIT COSTS $2,265.041 PROVISION BAD DEBT $1,807,934 PART XII, LINE 4B - OTHER ADJUSTMENTS: PROVISION BAD DEBT $1,807,934 X X X X X 0 0 0 0 0 1 1 0 0 LEONARD ANDERSON MD CHAIRMAN 551544 0 0 0 0 0 12690 0 27831 0 592065 0 0 0 ROBERT AUERBACH MD VICE CHAIRMAN 241606 0 13351 0 0 0 12690 0 16825 0 284472 0 0 0 ANDREA HOAG DO TREASURER 213255 0 26855 0 0 0 12690 0 26622 0 279422 0 0 0 KHALID SETHI MD TRUSTEE 353057 0 1637710 0 0 0 12690 0 25860 0 2029317 0 0 0 STEPHEN GOMEZ MD TRUSTEE 584835 0 10962 0 0 0 12690 0 18634 0 627121 0 0 0 MICAH LISSY MD TRUSTEE 535261 0 3900 0 0 0 12690 0 27331 0 579182 0 0 0 RYAN LITTLE NP TRUSTEE 195742 0 17259 0 0 0 12690 0 25029 0 250720 0 0 0 BRENDA SCHLAEN MD TRUSTEE 226643 0 14280 0 0 0 12690 0 5670 0 259283 0 0 0 ANN TENG DO TRUSTEE 266383 0 0 0 0 0 12690 0 14311 0 293384 0 0 0 JEFFREY GRAY MD TRUSTEE 570131 0 14088 0 0 0 12690 0 27831 0 624740 0 0 0 ALAN MILLER MD PRESIDENT 455204 0 101462 0 0 0 12690 0 21274 0 590630 0 0 0 JOSEPH CERRA SR VP PHYSICIAN PRACTICE M 328192 0 70537 0 0 0 18500 0 13478 0 430707 0 0 0 WADIH DIAB MD ASSOCIATE MEDICAL DIRECTOR 278124 0 0 0 0 0 12690 0 12930 0 303744 0 0 0 DAVID KWIATKOWSKI MD MEDICAL DIRECTOR 322180 0 36305 0 0 0 12690 0 21274 0 392449 0 0 0 FRANK FLOYD MD ASSOCIATE MEDICAL DIRECTOR 294431 0 33315 0 0 0 18500 0 21123 0 367369 0 0 0 JOHN GIANNONE MD ASSOCIATE MEDICAL DIRECTOR 309686 0 34595 0 0 0 12690 0 6300 0 363271 0 0 0 HISHAM KASHOU MD CARDIOLOGIST 1026857 0 8400 0 0 0 12690 0 23313 0 1071260 0 0 0 LAWRENCE WIESNER MD ORTHOPEDIST 1006087 0 225721 0 0 0 12690 0 27930 0 1272428 0 0 0 MATTHEW BENNETT MD ORTHOPEDIST 565149 0 436547 0 0 0 12690 0 26930 0 1041316 0 0 0 DAVID GALLAGHER MD ORTHOPEDIST 860497 0 174622 0 0 0 12690 0 15123 0 1062932 0 0 0 ATIF SALEEM MD GASTROENTEROLOGIST 754126 0 197106 0 0 0 12690 0 26739 0 990661 0 0 0 NAZIF CHOWDHURY FORMER SECRETARY 306640 0 20000 0 0 0 15595 0 23033 0 365268 0 0 0 PART I, LINE 6 THE EXECUTIVE COMPENSATION INCENTIVE PLAN HAS VARIOUS PERFORMANCE MEASURES WHICH INCLUDE ONES FOR CLINICAL EXCELLENCE, MARKET GROWTH, AND FINANCIAL STRENGTH. ONE MEASURE UNDER THE FINANCIAL STRENGTH HEADING IS THE COMBINED NET INCOME OF THE UNITED HEALTH SERVICES SYSTEM. A PORTION OF THE 2018 INCENTIVE COMPENSATION PAYMENTS WERE ATTRIBUTABLE TO MEETING THE COMBINED NET INCOME, PATIENT SAFETY, AND QUALITY GOALS. FORM 990 PART VII SECTION A LINE 5 INDIVIDUAL: JOSEPH CERRA, SR VP PHYSICIAN PRACTICE UNRELATED ORGANIZATION:UNITED HEALTH SERVICES HOSPITAL, INC. TYPE AND AMOUNT OF COMPENSATION: WAGES: $398,729 PENSION & NON TAX BENEFITS:$31,978 INDIVIDUAL: NAZIF CHOWDHURY, FORMER SECRETARY UNRELATED ORGANIZATION: UNITED HEALTH SERVICES HOSPITAL, INC. TYPE AND AMOUNT OF COMPENSATION: WAGES: $43,526 PENSION & NON TAX BENEFITS: $18,730 FORM 990, PART VI, SECTION A, LINE 6 THE ISSUANCE OF MEMBERSHIP SHARES TO PHYSICIAN MEMBERS IS FOR PURPOSES OF VOTING RIGHTS ONLY. THE COMPANY'S MEMBERSHIP SHARES ARE $1 PAR VALUE AND THERE ARE 1,000 SHARES AUTHORIZED FOR ISSUANCE. THE COMPANY HAD 67 MEMBERSHIP SHARES ISSUED AND OUTSTANDING AT DECEMBER 31, 2018 AND 2017. FORM 990, PART VI, SECTION A, LINE 7A THE ISSUANCE OF MEMBERSHIP SHARES TO PHYSICIAN MEMBERS IS FOR PURPOSES OF VOTING RIGHTS ONLY. THE COMPANY'S MEMBERSHIP SHARES ARE $1 PAR VALUE AND THERE ARE 1,000 SHARES AUTHORIZED FOR ISSUANCE. THE COMPANY HAD 67 MEMBERSHIP SHARES ISSUED AND OUTSTANDING AT DECEMBER 31, 2018 AND 2017. FORM 990, PART VI, SECTION B, LINE 11B THE PREPARATON OF THE FILING IS THE RESPONSIBILITY OF THE BOARD OF DIRECTORS WHO DELEGATES THE TIMELY AND ACCURATE COMPLETION OF THE 990 TO MANAGEMENT. THE FINANCE DIVISION PREPARED THE 990 FORMS WHICH WERE REVIEWED BY THE ORGANIZATION'S PUBLIC ACCOUNTANTS, PRESIDENT, AND SENIOR VICE PRESIDENT OF PHYSICIAN PRACTICE MANAGEMENT. DUE TO THE TIMING OF THE SCHEDULED BOARD MEETINGS, A COMPLETE COPY OF THE 2018 FORM 990 WAS NOT ABLE TO BE PROVIDED TO ALL MEMBERS OF THE GOVERNING BODY PRIOR TO THE IRS FILING DEADLINE. THE GOVERNING BODY IS AWARE OF THE FILING AND A COPY OF THE 2018 FORM 990 WILL BE AVAILABLE FOR THEIR REVIEW. A SUMMARY OF KEY ELEMENTS OF THE 990 IS SHARED WITH THE BOARD OF DIRECTORS FOR INFORMATION PURPOSES. FORM 990, PART VI, SECTION B, LINE 12C DIRECTORS, OFFICERS AND KEY EMPLOYEES SUBMIT CONFLICT OF INTEREST STATEMENTS ANNUALLY WHICH ARE REVIEWED BY THE PRESIDENT, BOARD CHAIRMAN, AND AUDIT COMMITTEE. FORM 990, PART VI, SECTION B, LINE 15 LINE 15A: ON A BIENNIAL BASIS, THE UMA BOARD OF DIRECTORS EXECUTIVE COMPENSATION COMMITTEE REVIEWS A COMPREHENSIVE REPORT PREPARED BY AN EXTERNAL COMPENSATION CONSULTING FIRM, SULLIVAN COTTER & ASSOCIATES, TO DETERMINE THE APPROPRIATENESS OF THE BASE AND TOTAL COMPENSATION LEVELS FOR THE PRESIDENT. THIS BIENNIAL REPORT FOCUSES ON TWO KEY AREAS: (1) THE COMPETITIVENESS OF THE PRESIDENT'S BASE AND TOTAL COMPENSATION (INCLUDING BENEFITS) VS THE NATIONAL BENCHMARK DATA FOR COMPARABLY SIZED HEALTHCARE SYSTEMS (BASED ON "TOTAL REVENUE" METRICS) AND (2) A "REASONABLE ASSESSMENT" CONSISTENT WITH US TREASURY DEPARTMENT REGULATIONS GOVERNING EXECUTIVE COMPENSATION FOR NOT-FOR-PROFIT ORGANIZATIONS. THE DATA FROM THIS REPORT ASSISTS THE EXECUTIVE COMPENSATION COMMITTEE IN DETERMINING THE APPROPRIATENESS OF THE PRESIDENT'S CURRENT BASE AND TOTAL COMPENSATION LEVELS AND THE NEED FOR ANY ADJUSTMENTS FOR THAT CALENDAR YEAR. LINE 15B: THE UMA BOARD OF DIRECTORS, UMA COMPENSATION COMMITTEE, AND THE UHSH PROVIDER COMPENSATION COMMITTEE REVIEWS ANNUALLY A COMPREHENSIVE REPORT PREPARED BY AN EXTERNAL COMPENSATION CONSULTING FIRM, INTEGRATED HEALTHCARE STRATEGIES (IHS), FOR THE PURPOSES OF DETERMINING AND EVALUATING PHYSICIAN AND ADVANCED PRACTICE PROVIDERS COMPENSATION THAT IS REPRESENTATIVE OF FAIR MARKET VALUE AND IS COMMERCIALLY REASONABLE. INTEGRATED HEALTHCARE STRATEGIES IS AN INDEPENDENT VALUATION EXPERT AS DEFINED UNDER SECTION 53.4958-1(D)(4)(III)(C) OF THE TREASURY REGULATIONS. THE DATA FROM THIS REPORT ASSISTS THE ORGANIZATION IN DETERMINING THE APPROPRIATENESS OF ALL PHYSICIAN AND ADVANCED PRACTICE PROVIDER TOTAL COMPENSATION AND THE NEED FOR ANY ADJUSTMENTS FOR THE CALENDAR YEAR. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION PROVIDES FORM 1023, FORM 990 AND OTHER INFORMATION REQUIRED UNDER INTERNAL REVENUE SERVICE REGULATIONS TO THE PUBLIC UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION PROVIDES GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G PHYSICIAN FEES (SUB CONTRACT): PROGRAM SERVICE EXPENSES 5,248,796. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,248,796. PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 11,511,647. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 11,511,647. FORM 990, PART XI, LINE 9: PENSION CHANGES OTHER THAN NET PERIODIC BENEFIT COSTS -2,265,041. PART XII LINE 1C THE OVERSIGHT AND SELECTION PROCESS HAS NOT CHANGED FROM YEAR TO YEAR. THIS BOX SHOULD HAVE BEEN MARKED YES IN 2017 AS WE HAVE AN AUDIT COMMITTEE THAT IS A SUBCOMMITTEE OF THE BOARD WHO PERFORMS THESE RESPONSIBILITIES.