2019-05-15T12:24:00-05:00 2018-06-30 550657218 HESS STEWART & CAMPBELL PLLC PO BOX 1060 HUNTINGTON WV 257131060 990 2017-07-01 550564945 UNIVERSITY PHYSICIANS & SURGEONS INC UNIV 3046911653 1001 TENTH AVENUE HUNTINGTON WV 25701 JOHN M STRAUB CFO 3046911653 2019-05-13 1 JOHN G HESS P00133027 3045236464 96.75.215.193 2019-05-13 11:02:27 ED P 488E92F9C999F5689ECF79A1CB839A8CA6A76E8B 88C53A225A788EBE07390D93A84908694241FF53 2017 2019-02-21 02:37:17Z BETH HAMMERS 1001 TENTH AVENUE HUNTINGTON WV 25701 201827514 0 X WWW.MARSHALLHEALTH.ORG/ X 1976 WV UNIVERSITY PHYSICIANS & SURGEONS, INC. IS A NOT-FOR-PROFIT ORGANIZATION INCORPORATED IN THE STATE OF WEST VIRGINIA. THE MEMBERSHIP OF THE ORGANIZATION CONSISTS OF PHYSICIANS WHO ARE FACULTY MEMBERS OF THE MARSHALL UNIVERSITY SCHOOL OF MEDICINE (MUSOM).REVENUES OF THE ORGANIZATION ARE USED FOR THE PUBLIC PURPOSE OF FURTHERING THE GOALS AND OBJECTIVES OF THE MUSOM AND ARE DERIVED PRINCIPALLY FROM BILLINGS FOR MEDICAL SERVICES FURNISHED BY THE ORGANIZATION'S MEMBERSHIP WITHIN THE SCOPE OF THEIR DUTIES AS FACULTY OF THE MUSOM. 10 0 1522 0 16520882 -209689 574175 1425543 161278914 186244454 976572 1434999 520757 918960 163350418 190023956 2091872 2233591 0 0 114202104 126690838 0 0 0 43683683 50022708 159977659 178947137 3372759 11076819 101350634 115129993 60362121 62325231 40988513 52804762 UNIVERSITY PHYSICIANS & SURGEONS, INC. (THE CORPORATION) IS A NOT-FOR PROFIT ORGANIZATION INCORPORATED IN THE STATE OF WEST VIRGINIA. THE MEMBERSHIP OF THE CORPORATION CONSISTS OF PHYSICIANS WHO ARE FACULTY MEMBERS OF THE MARSHALL UNIVERSITY SCHOOL OF MEDICINE. 0 0 164902700 2233591 170063115 THE CORPORATION SUPPORTED THE FACULTY PHYSICIANS OF THE SCHOOL OF MEDICINE IN THEIR PROVISION OF MEDICAL SERVICES WITH APPROXIMATELY 595,456 PATIENT ENCOUNTERS. 164902700 1 1 0 0 0 0 0 0 1 0 1 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 213 0 1522 1 1 1 0 0 0 0 0 0 0 X 10 0 0 0 0 0 0 1 0 1 0 0 0 1 1 0 0 1 1 1 1 0 WV X THE ORGANIZATION 3046911653 1001 TENTH AVE HUNTINGTON WV 25701 JOSEPH SHAPIRO CHAIRMAN 15.00 X X 359600 280273 32400 F LAYTON COTTRILL MU PRESIDENT DESIGNEE 1.00 X 25400 152415 10688 PAULETTE WEHNER DIRECTOR 35.00 X 150000 215614 20897 MEHIAR EL-HAMDANI DIRECTOR 60.00 X 338886 231993 30701 STEPHEN PETRANY DIRECTOR 30.00 X 107842 248919 20134 JOSEPH EVANS SECRETARY/TREASURER 50.00 X X 220827 49673 14065 JAMES BECKER DIRECTOR 30.00 X 247156 68971 18022 PAUL FERGUSON DIRECTOR 65.00 X 562906 57149 20077 DAVID JUDE DIRECTOR 36.00 X 171220 204490 22508 WILLIAM NITARDY DIRECTOR 50.00 X 102064 112984 12022 LARRY DIAL VICE-CHAIRMAN 50.00 X X 215717 179771 20766 BETH HAMMERS EXECUTIVE DIRECTOR 50.00 X 291558 0 14163 JOHN STRAUB CFO 50.00 X 222423 0 11665 MICHAEL MCCARTHY CIO 24.00 X 98599 87878 9858 NATHAN WARD COO 50.00 X 143308 0 7249 ALI OLIASHIRAZI PHYSICIAN 100.00 X 890475 337298 32400 ANTHONY ALBERICO PHYSICIAN 55.00 X 872612 61095 20218 VISHAL VERMA PHYSICIAN 40.00 X 848095 23028 17676 TONI PACIOLES PHYSICIAN 80.00 X 850748 24108 17717 RIDA MAZAGRI PHYSICIAN 65.00 X 1055958 22303 17724 JOSEPH W WERTHAMMER EX-VICE CHAIRMAN 30.00 X 279140 138966 21167 8054534 2496928 392117 224 1 1 0 PST SERVICES INC PO BOX 742526 ATLANTA GA 303742526 BILLING SERVICES 3846679 ALLSCRIPTS LLC 24630 NETWORK PLACE CHICAGO IL 606731246 EHR SERVICES 1257779 G & G BUILDERS INC 135 CORPORATE CENTRE DRIVE STE 550 SCOTT DEPOT WV 25560 BUILDING CONTRACTORS 520310 CABELL HUNTINGTON HOSPITAL 1340 HAL GREER BLVD HUNTINGTON WV 25701 TRANSCRIPTION SERVICES 289021 GRANT COOPER AND ASSOCIATES INC ONE NORTH BRENTWOOD SUITE 950 ST LOUIS MO 63105 PROFESSIONAL RECRUITER SERVICES 207427 11 253306 1172237 1425543 HEALTH CARE SERVICES 621111 186244454 169723572 16520882 186244454 852392 852392 579417 0 579417 579417 579417 12386165 11803558 582607 582607 582607 FORFEITED RETIREMENT PREMIUMS 900099 339543 339543 339543 190023956 170063115 16520882 2014416 2233591 2233591 3536646 3253714 282932 107455877 98859407 8596470 4407272 4054690 352582 5359660 4930887 428773 5931383 5456872 474511 362225 362225 84255 84255 14081985 12377329 1704656 502962 462725 40237 5437167 5002194 434973 2320780 2135118 185662 190693 175438 15255 1563234 1438175 125059 338096 338096 1901277 1749175 152102 2416747 2223407 193340 MEDICATIONS AND MEDICAL 17406918 17406918 RECRUITMENT AND EMPLOYE 1623708 1493811 129897 REPAIRS AND MAINTENANCE 957730 881112 76618 PROFESSIONAL DUES AND M 834931 768137 66794 178947137 164902700 14044437 0 15763 13523 14268525 13149682 10494946 11746171 2148458 3100073 547473 936514 27715250 7541930 20005620 20173320 42478037 46880011 11391812 19130699 101350634 115129993 19057800 21466448 5198321 5368208 11979260 11727817 24126740 23762758 60362121 62325231 X 40325148 52091009 663365 713753 40988513 52804762 101350634 115129993 11076819 739430 0 X 0 1 X 0 0 X 0 1 X 261189 261189 13845250 895102 12950148 2284660 903608 1381052 11324151 5743220 5580931 20173320 CONTRACTS RECEIVABLE 11413341 INTANGIBLES, DEPOSITS AND OTHER ASSETS 4358 INSURANCE RECOVERIES RECEIVABLE 7713000 19130699 CONTINGENT PROFESSIONAL LIABILITY 15813754 OPEB LIABILITY 2041000 FICA TAX REFUND LIABILITY 350168 OTHER LIABILITIES 5557836 23762758 190763386 739430 739430 190023956 0 190023956 178947137 0 178947137 0 178947137 PART IV, LINE 2B: THE ORGANIZATION MAINTAINS FUNDS ON BEHALF OF THE MARSHALL UNIVERSITY SCHOOL OF MEDICINE. THESE FUNDS ARE UNCLAIMED MONIES FROM A LEGAL SETTLEMENT AGREEMENT WITH THE MANUFACTURER OF THE DIABETES DRUG, REZULIN, THAT WERE DISTRIBUTED TO THE ORGANIZATION TO BE HELD ON BEHALF OF THE MARSHALL UNIVERSITY SCHOOL OF MEDICINE. SCHEDULE D (FORM 990), PART X PART X: THERE WERE NO UNCERTAIN TAX POSITIONS INDICATED IN THE AUDITED FINANCIAL STATEMENTS. 1 MARSHALL UNIVERSITY 1 JOHN MARSHALL DRIVE HUNTINGTON WV 25701 556000789 501(C)(3) 1509988 VARIOUS SCHOLARSHIPS & DEVELOPMENTVARIOUS SCHOLARSHIPS & DEVELOPMENT MARSHALL UNIVERSITY 1 JOHN MARSHALL DRIVE HUNTINGTON WV 25701 556000789 501(C)(3) 40953 FMV PAVING & DEMOLITION SERVICES ON PARKING LOT HELD BY MU BOARD OF GOVERNORS PROPERTY IMPROVEMENTS CABELL HUNTINGTON HOSPITAL 1340 HAL GREER BLVD HUNTINGTON WV 25701 550675666 501(C)(3) 550000 PARKING GARAGE DONATION CABELL HUNTINGTON HOSPITAL 1340 HAL GREER BLVD HUNTINGTON WV 25701 550675666 501(C)(3) 7250 DONATIONS & SPONSORSHIPS OBSERVATOIRE SINT MAARTEN 2 IMP CANNELLE 97150 SAINT MARTIN OC 50000 DONATION FOR HURRICANE RELIEF HUNTINGTON MUSEUM OF ART 2033 MCCOY ROAD HUNTINGTON WV 25701 550372921 501(C)(3) 12400 DONATIONS & SPONSORSHIPS WV CHAPTER AMERICAN COLLEGE OF SURGEONS PO BOX 1107 MORGANTOWN WV 26507 550576892 501(C)(3) 10000 DONATIONS & SPONSORSHIPS AMERICAN HEART ASSOCIATION PO BOX 50065 PRESCOTT AZ 86304 135613797 501(C)(3) 5000 SPONSORSHIP CABELL MIDLAND HIGH SCHOOL ATHLETICS 2300 US ROUTE 60 ONA WV 25545 550750760 501(C)(3) 7675 DONATIONS & SPONSORSHIPS ST MARY'S MEDICAL CENTER FOUNDATION 2900 1ST AVENUE HUNTINGTON WV 25702 141887211 501(C)(3) 9000 SPONSORSHIP MARSHALL ARTIST SERIESMARSHALL UNIVERSITY FOUNDATION INC 1 JOHN MARSHALL DRIVE HUNTINGTON WV 25701 556011111 501(C)(3) 7500 SPONSORSHIP THE RECOVERY POINT 2425 9TH AVENUE HUNTINGTON WV 25701 262002618 501(C)(3) 6625 DONATIONS BIG GREEN SCHOLARSHIP FOUNDATION INC PO BOX 1360 HUNTINGTON WV 25715 550631935 501(C)(3) 6200 DONATIONS & SPONSORSHIPS FAMILY MEDICINE FOUNDATION 650 MAIN STREET BARBOURSVILLE WV 25504 311053219 501(C)(3) 6000 DONATIONS & SPONSORSHIPS HUNTINGTON AREA DEVELOPMENT COUNCIL 916 FIFTH AVENUE SUITE 400 HUNTINGTON WV 25701 550714570 501(C)(3) 5000 SPONSORSHIP 15 0 PART I, LINE 2: THE CORPORATION'S PURPOSE IS TO SUPPORT THE FACULTY PHYSICIANS OF THE MARSHALL UNIVERSITY SCHOOL OF MEDICINE. CONTRIBUTIONS TO MARSHALL UNIVERSITY ARE DESIGNATED FOR THIS PURPOSE. X X 0 0 0 0 0 1 0 0 0 JOSEPH SHAPIRO CHAIRMAN 359600 280273 0 0 0 0 16200 16200 0 0 375800 296473 0 0 F LAYTON COTTRILL MU PRESIDENT DESIGNEE 25400 152415 0 0 0 0 1224 9464 0 0 26624 161879 0 0 PAULETTE WEHNER DIRECTOR 150000 215614 0 0 0 0 7800 13097 0 0 157800 228711 0 0 MEHIAR EL-HAMDANI DIRECTOR 338886 231993 0 0 0 0 16200 14501 0 0 355086 246494 0 0 STEPHEN PETRANY DIRECTOR 107842 248919 0 0 0 0 4550 15584 0 0 112392 264503 0 0 JOSEPH EVANS SECRETARY/TREASURER 220827 49673 0 0 0 0 10820 3245 0 0 231647 52918 0 0 JAMES BECKER DIRECTOR 247156 68971 0 0 0 0 13500 4522 0 0 260656 73493 0 0 PAUL FERGUSON DIRECTOR 562906 57149 0 0 0 0 16200 3877 0 0 579106 61026 0 0 DAVID JUDE DIRECTOR 171220 204490 0 0 0 0 9703 12805 0 0 180923 217295 0 0 WILLIAM NITARDY DIRECTOR 102064 112984 0 0 0 0 5100 6922 0 0 107164 119906 0 0 LARRY DIAL VICE-CHAIRMAN 215717 179771 0 0 0 0 9317 11449 0 0 225034 191220 0 0 BETH HAMMERS EXECUTIVE DIRECTOR 291558 0 0 0 0 0 14163 0 0 0 305721 0 0 0 JOHN STRAUB CFO 222423 0 0 0 0 0 11665 0 0 0 234088 0 0 0 MICHAEL MCCARTHY CIO 98599 87878 0 0 0 0 4266 5592 0 0 102865 93470 0 0 NATHAN WARD COO 143308 0 0 0 0 0 7249 0 0 0 150557 0 0 0 ALI OLIASHIRAZI PHYSICIAN 890475 337298 0 0 0 0 16200 16200 0 0 906675 353498 0 0 ANTHONY ALBERICO PHYSICIAN 872612 61095 0 0 0 0 16200 4018 0 0 888812 65113 0 0 VISHAL VERMA PHYSICIAN 848095 23028 0 0 0 0 16200 1476 0 0 864295 24504 0 0 TONI PACIOLES PHYSICIAN 850748 24108 0 0 0 0 16200 1517 0 0 866948 25625 0 0 RIDA MAZAGRI PHYSICIAN 1055958 22303 0 0 0 0 16200 1524 0 0 1072158 23827 0 0 JOSEPH W WERTHAMMER EX-VICE CHAIRMAN 279140 138966 0 0 0 0 12330 8837 0 0 291470 147803 0 0 PART I, LINE 6 ADDITIONAL SALARY SUPPLEMENTS ARE PAID BY THE CORPORATION MAY BE AUTHORIZED FROM CLINICAL SERVICE INCOME SUBJECT TO THE SPECIFIC WRITTEN RECOMMENDATION OF THE DEPARTMENT CHAIR AND WRITTEN APPROVAL OF THE DEAN. SUCH SUPPLEMENTS ARE SUBJECT TO THE AVAILABILITY OF FUNDS AND ARE THEREFORE, DISCRETIONARY IN NATURE AND ARE NOT GUARANTEED. THE PAYMENT OF SUCH A SUPPLEMENT DOES NOT GUARANTEE FURTHER SUPPLEMENTS OR AFFECT THE SALARY COMPONENTS. FORM 990, PART VI, SECTION A, LINE 7A MEDICAL DEPARTMENT HEADS OF THE ORGANIZATION HAVE THE RIGHT TO DETERMINE TWO MEMBERS OF THE GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT HAVE COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE CHIEF FINANCIAL OFFICER REVIEWS THE COMPLETED DRAFT OF THE FORM 990 PREPARED BY A CERTIFIED PUBLIC ACCOUNTING FIRM. ONCE THE RETURN IS APPROVED, IT IS SIGNED BY THE CFO AND COPIES ARE DISTRIBUTED TO THE BOARD OF DIRECTORS FOR REVIEW BEFORE SUBMITTING IT TO THE IRS, TIME PERMITTING. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE DIRECTOR'S SALARY IS REVIEWED AND APPROVED BY THE DEAN OF MARSHALL UNIVERSITY'S SCHOOL OF MEDICINE IN HIS CAPACITY AS BOTH DEAN OF THE RELATED ORGANIZATION AND EX OFFICIO CHAIR OF THE ORGANIZATION'S BOARD OF DIRECTORS. COMPARATIVE SALARY INFORMATION FROM THE ASSOCIATION OF AMERICAN MEDICAL COLLEGES' GROUP ON BUSINESS AFFAIRS AND GROUP ON FACULTY PRACTICE AS WELL AS THE MEDICAL GROUP MANAGEMENT ASSOCIATION IS EXAMINED BY THE DEAN. SALARIES OF ALL MAJOR CLINICAL DEPARTMENT CHAIRS, EXECUTIVE MANAGEMENT TEAM MEMBERS AND DEPARTMENTAL ADMINISTRATORS ARE ALSO REVIEWED AND APPROVED UTILIZING A SIMILAR PROCESS. FORM 990, PART VI, SECTION C, LINE 18 FORM 990 IS MAINTAINED AT THE ORGANIZATION'S ADMINISTRATIVE OFFICES AND IS MADE AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE NOT MADE AVAILABLE FOR PUBLIC REVIEW, BUT ARE DISTRIBUTED AMONG THE DEPARTMENTS WITHIN THE ORGANIZATION. THE FINANCIAL STATEMENTS CAN BE ACCESSED BY LETTER, IN PERSON OR VIA WEB SEARCH. MARSHALL UNIVERSITY 1 JOHN MARSHALL DRIVE HUNTINGTON WV 25701 556000789 HIGHER EDUCATION WV 501(C)(3) LINE 2 0 0 1 1 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0