2018-11-14T01:29:16-00:00 2017-12-31 990 2017-01-01 550754713 West Virginia United Health System Inc WEST 3042857150 PO Box 8034 Morgantown WV 26506 Douglas Coffman VP CFO 2018-11-12 false 157.182.216.2 2018-11-14 14:48:05 ES P 714A1ACB7E7DEE539613438CC2220F9E5560AD5B 714A1ACB7E7DEE539613438CC2220F9E5560AD5B 2017 2019-02-21 02:37:17Z West Virginia University Health System Albert Wright Jr 1 Medical Center Drive Morgantown WV 26505 127889459 false X https://wvumedicine.org/ X 1997 WV West Virginia United Health System is committed to improving the health of the communities it serves through quality, cost effective health care services support of health professional training and research. 19 18 695 17 62112 61112 0 102374291 127866497 18634 9605 9992 13357 102402917 127889459 1106600 1149000 0 47412666 62404554 0 0 54706566 71892525 103225832 135446079 -822915 -7556620 63247649 110657293 29098037 41738625 34149612 68918668 West Virginia United Health System is committed to improving the health of the communities it serves through the delivery of quality, cost effective health care services support of health professional training and research. WVUHS provides integrated support services to reduce costs for member hospitals. false false 53835569 127866497 West Virginia United Health System, Inc. dba West Virginia University Health System WVUHS was formed to serve as a part of an integrated health science and healthcare delivery system. WVUHS functions to provide strategic leadership, oversight, and centralized support services for member hospitals and affiliated organizations which allow those entities to deliver higher quality healthcare, reduce the costs of services provided to the public, and provide better environment for education and research. An example of support services provided by WVUHS includes centralized contracting and procurement, historically saving the member organizations in excess of 10 million per year. WVUHS also facilitates the sharing of clinical information to streamline development of quality improvement, clinical best practice, and data sharing efforts. Finally, there is a highly shared focus on quality of care and patient satisfaction at the system level, as the WVUHS Board of Directors continuously looks at Clinical Quality and Patient Satisfaction dashboards which track results from each facility. 53835569 true false false true false false false false false false true false true false true true false true false false true true true false false false false true false true false false false false false false false false false false false false true true true true false false true X 136 0 695 true true true false false false false false false false false false X 19 18 false false false false false false false true true false false true true true true true true true true false X Douglas Coffman CFO 3042857150 1 Medical Center Drive Morgantown WV 26505 X E Gordon Gee Chair 001.00 X X 0 0 0 John P Keeley Director 001.00 X 0 0 0 Thomas Heywood Director 001.00 X 0 0 0 Patrick Deem Vice Chair 001.00 X X 0 0 0 Kathy Eddy Secretary 001.00 X X 0 0 0 Mark Nesselroad Treasurer 001.00 X X 0 0 0 Richard Adams Director 001.00 X 0 0 0 Joe Campbell Director 001.00 X 0 0 0 Terry Capel MD Director 001.00 X 0 0 0 Ellen S Cappellanti Director 001.00 X 0 0 0 Hon Kevin J Craig Director 001.00 X 0 0 0 Michael A Morehead MD Director 001.00 X 0 0 0 Clay Marsh MD Director 001.00 X 0 0 0 Richard Pill Director 001.00 X 0 0 0 Eric Radcliffe MD Director 001.00 040.00 X 0 379442 52067 William Stone Director 001.00 X 0 0 0 H Wood Thrasher Director 001.00 X 0 0 0 Judie Charlton MD Director 001.00 X 0 0 0 Jeff Barger Director 001.00 X 0 0 0 Robert O'Neil VP Legal Services 050.00 X 616550 0 98277 Gary Murdock VP of Planning and External Affairs 050.00 X 347709 0 8 Douglas Coffman CFO/VP Finance 050.00 X 748037 0 8208 James Venturella VP/CIO 050.00 X 522826 0 81231 G Daniel Martich CMO 050.00 X 845264 0 300 Leslie Gambita Miele VP of Stratgic Plan Implementation Integration 050.00 X 132388 0 12648 Melanie Davies Chief Compliance Officer 050.00 X 333674 0 8381 Frank Briggs Chief Quality Officer 050.00 X 352011 0 63597 Brandon Koehler CFO, Physician Services 050.00 X 219530 0 15272 Albert Wright Jr President/CEO WVUHS 050.00 X 1300050 0 199583 Melissa McCoy VP Finance/CFO 025.00 025.00 X 215280 215280 74064 Kevin Halbritter VP Population Health 040.00 X 427033 0 30161 Karen Bowling VP Care Delivery Transformation 040.00 X 266551 0 43796 Benjamin Gerber VP Payor Strategy Contracting 040.00 X 249034 0 54249 Lisa Simon VP Finance Mergers Acquisitions 040.00 X 442719 0 28489 Doug Harrison VP Intel Network Development 015.00 035.00 X 121119 282611 59998 Leeann Cerimele Chief HR Officer 015.00 035.00 X 128729 300368 80288 John Forester CEO, United Physicians Care 040.00 X 354386 0 63562 David Hubbard Chief of Orthopaedic Trauma Services 040.00 X 499916 0 252 Kimberly Clarke AVP Chief Appl Officer 040.00 X 330308 0 23911 Paul Parker Assoc General Counsel 040.00 X 269868 0 16893 Christine Vaglienti AVP Senior Litigation Counsel 040.00 X 265381 0 16121 Steve Bowman AVP Procurement 040.00 X 262800 0 406 Nancy Repine AVP Corporate Finance and Reimbursement 040.00 X 257329 0 8579 Christopher Colenda MD Former President/CEO 050.00 X 608248 0 0 10116740 1177701 1040341 101 true true false Aarete LLC 200 E Randolph Street Suite 3010 Chicago IL 606016541 Consulting Services 1586112 Santa Rosa Consulting 501 Corporate Centre Dr Suite 390 Franklin TN 370672714 Consulting Services 1195627 Strata Decision Technology 200 E Randolph St Floor 49 Chicago IL 616016436 Strategic Decision Support Services 741232 G2 Works LLC 4404 Bayou Oaks Dr Panama City FL 32404 Data Analytics Solutions 585443 The Chartis Group LLC 220 W Kinzie 5th Floor Chicago IL 60654 Advisory Services 457860 17 Hospital Assessments 900099 127804385 127804385 Premier Partnership 900099 62112 62112 127866497 21477 21477 -11872 -11872 -11872 -11872 Rebate Income 900099 12452 12452 Cash Discounts 900099 905 905 13357 127889459 127804385 62112 22962 0 1149000 1149000 0 0 8073333 8073333 40044418 13209051 26835367 0 1590325 920830 669495 8204585 3705991 4498594 4491893 1986755 2505138 0 226096 226096 143575 143575 141385 141385 0 8442497 3066781 5375716 119399 1399 118000 50794258 29154980 21639278 70701 44081 26620 0 2149584 100044 2049540 814609 300646 513963 0 0 20270 20270 2500 2500 4569312 4569312 271669 271669 Taxes, License Fees 3633540 86122 3547418 Education and Training 136260 59183 77077 Recruiting 91766 1234 90532 Dues 48066 9538 38528 217038 37434 179604 135446079 53835569 81610510 0 2922531 6561865 22822578 27642292 1044075 6702378 67048095 5648492 28882514 61399603 7575951 8351155 63247649 110657293 27789200 39779584 1308837 1959041 29098037 41738625 X 34149612 68918668 34149612 68918668 63247649 110657293 X -7556620 247123 42078553 X false true X true false X X 3 West Virginia University Hospitals Inc 550643304 3 true 0 6097906 United Hospital Center 550525724 3 true 0 1076790 Camden-Clark Memorial Hospital 311524546 3 true 0 807633 3 7982329 0.00000 0.00000 0.00000 true false false false false true false false false false false false false false false true false Part I Section A Line 9 The amounts of support being reported for West Virginia University Hospitals, Inc., United Hospital Center, and Camden Clark Memorial Hospital are the annual amount of savings realized by each company through the use of the Systems purchasing discounts and through the combining of other necessary expenses such as the annual audit, legal fees, benchmarking, hospital reviews, and a wide range of other expenses. Part IV Section A Line 6 In 2013 WVUHS agreed to provide support of Clinicial Translational Research and the specifics aims of the Clinical Translational Research Grant Award from the National Institutes of Health-entitled West Virginia IDEA-CTR through the West Virginia University Foundation. This agreement is for 5 years. This contribution is reflected in Part IX line 1 of the Core 990 and on Schedule I. false true false false false false true 3365 false true 138020 141385 false II-B 1g The amount shown here is based on a calculation of the hours the System CEO participated in lobbying related activities in 2017 amount equals hours multiplied by hourly pay rate. II-B 1i Fees paid to public relation companies during 2017 that should be allocated to lobbying totaled 138,020. 55403 1539 53864 10092197 2035710 8056487 56900495 3611243 53289252 61399603 Financial derivatives and other financial products Closely-held equity interests Investment in West Virginia United Health Insurance Services, Inc. 204040 F Investment in United Physicians Care 488031 F Investment -Option Plan 1959041 F Investment - Insurance Annuity 79096 F Land Purchased for investment 5620947 F 8351155 Federal income taxes Deferred Compensation 1959041 1959041 X 128136582 247123 247123 127889459 127889459 135446079 135446079 135446079 X 2 WVUHS, WVUH, PVH, CCHS, CCMC, CCF, CCPC, University Healthcare, BMC, JMC, UHCF, UHC, USC, UHF, UPC, SJH, SJF, RMH and RMF are tax-exempt organizations and not subject to federal or state income taxes in accordance with Section 501c3 of the Internal Revenue Code. On such basis, they will not incur any liability for income taxes, except for possible unrelated business income. AHS, WVUIS and GHC are organizations subject to federal and/or state income taxes. The System does not have any material uncertain tax positions as of December 31, 2017 and 2016. Central America and the Caribbean Investments Capital Contributions 125000 125000 125000 true false true false false false true WVU Foundation 1 Waterfront Place Morgantown WV 26501 556017181 501c3 1010000 FMV Research Support WV Medical Professionals Health Program 4013 Buckhannon Pike Mount Clare WV 26408 743226821 501c3 60000 FMV General Support WV Chamber of Commerce 1624 Kanawha Blvd E Charleston WV 25311 550306990 501c6 50000 FMV General Support DRWV Foundation 405 Capitol Street Suite 512 Charleston WV 25301 550725474 501c3 10000 FMV General Support WVU Medicine Children's 1 Medical Center Drive Morgantown WV 26506 550643304 501c3 8000 FMV General Support WVU Foundation - Norma Mae Fund 1 Waterfront Place Morgantown WV 26501 556017181 501c3 5000 FMV Research Support 5 1 Part I Line 2 WVUHS contributes money to local charitable organizations to help further the mission of the system throughout the community. WVUHS does not monitor the use of the donated funds. In 2013 WVUHS agreed to provide support of Clinicial Translational Research and the specifics aims of the Clinical Translational Research Grant Award from the National Institutes of Health-entitled West Virginia IDEA-CTR through the West Virginia University Foundation. This agreement is for 5 years. X X X X X X true true false false false false false false false Robert O'Neil VP Legal Services 499820 114750 1980 75000 23277 714827 Christopher Colenda MD Former President/CEO 608248 608248 Gary Murdock VP of Planning and External Affairs 20462 327248 8 347718 26055 Douglas Coffman CFO/VP Finance 495198 118750 134089 8208 756245 36865 James Venturella VP/CIO 383724 107250 31852 57375 23856 604057 G Daniel Martich CMO 58574 734 785957 299 845564 128017 Eric Radcliffe MD Director 319904 59400 138 31880 20187 431509 Melanie Davies Chief Compliance Officer 223807 64262 45605 8381 342055 10949 Frank Briggs Chief Quality Officer 267747 72434 11830 40320 23277 415608 11530 Brandon Koehler CFO, Physician Services 182058 37223 249 15272 234802 Albert Wright Jr President/CEO WVUHS 883141 279450 137458 175000 24583 1499632 119998 Melissa McCoy VP Finance/CFO 168712 168712 36964 36964 9604 9604 25103 25103 11927 11927 252310 252310 Kevin Halbritter VP Population Health 322425 96375 8233 27000 3161 457194 Karen Bowling VP Care Delivery Transformation 248699 100 17752 36250 7546 310347 Benjamin Gerber VP Payor Strategy Contracting 218774 30000 260 31900 22349 303283 Lisa Simon VP Finance Mergers Acquisitions 165482 35 277202 12500 15989 471208 13002 Doug Harrison VP Intel Network Development 101543 236934 19441 45362 135 315 15442 36033 2557 5966 139118 324610 Leeann Cerimele Chief HR Officer 111150 259351 17489 40807 90 210 16930 39502 7157 16699 152816 356569 John Forester CEO, United Physicians Care 277575 76361 450 41738 21824 417948 Kimberly Clarke AVP Chief Appl Officer 205367 123655 1286 23911 354219 Paul Parker Assoc General Counsel 243021 25915 931 16894 286761 Christine Vaglienti AVP Senior Litigation Counsel 240210 25090 81 16121 281502 Steve Bowman AVP Procurement 223219 36802 2779 406 263206 Nancy Repine AVP Corporate Finance and Reimbursement 227198 29132 999 8579 265908 David Hubbard Chief of Orthopaedic Trauma Services 434460 64694 762 252 500168 Part I Line 4a During 2017, the following received severance payments. Christopher Colenda received 608,248. Gary Murdock received 305,768. George Daniel Martich received 681,228 and Lisa Simon received 263,888. All of these payments were properly reported on Form W-2 for 2017. Part I Line 4b During 2017, certain individuals reported in Part VII participated in a nonqualified retirement plan. The following is a list of those individuals, plan types and amounts. Doug Coffman received distributions of 74,812 and received vesting distributions of 36,865. Frank Briggs received CAA distributions of 11,530 and deferred contributions of 40,320. Bob ONeil deferred contributions of 75,000. Part I Line 4b Gary Murdock received vesting distributions of 26,055. George Daniel Martich received vesting distributions of 128,017. James Venturella received vesting distributions of 24,232 and deferred contributions of 50,205. Leslie Gumbita deferred contributions of 11,150. Albert Wright received vesting distributions of 119,988 and deferred contributions of 175,000. Melanie Davies distributions of 33,966 and vesting distributions of 10,949. Karen Bowling deferred contributions of 36,250. Benjamin Gerber deferred contributions of 31,900. Lisa Simon received vesting distributions of 13,002 and deferred contributions of 12,500. All of the above amounts are properly reported on Form W-2 for 2017. Form 990, Part XI, Line 9 The 42,078,553 change in net assets is related to transfers to affiliates in 2017. Form 990, Part V, Line 2a 2b The employees of the WVUHS are leased from a related entity, WVU Hospitals, Inc. EIN 55-0643304. Under these terms, WVU Hospitals, Inc. files all payroll tax filings. Form 990, Part VI, Section A, Line 1a 1b Board members considered not independent are considered so because of compensation received from the organization or a related organization. Form 990, Part VI, Section B, Line 11b The Form 990 is prepared by the WVUHS Tax Team and is then submitted to be reviewed by the external independent audit firm of the System. After the external review is completed the Form 990 is presented to the WVUHS CFO, upon approval from the CFO, it is then presented to the audit committee and Board of Directors. Once approved, the Form 990 is submitted to the IRS. Form 990, Part VI, Section B, Line 12c All Officers, Directors and Board Members are required to annually disclose any relationships which may give rise to a potential conflict of interest. These responses are then tracked by the audit committee. When a conflict arises disclosure of the financial interest and all material facts is provided to the board, and after any discussion with the interested person, he/she shall leave the board or committee meeting while the determination of a conflict of interest is discussed and voted upon. The remaining board or committee members shall decide if a conflict of interest exists. If the remaining board or committee members decide a conflict exists, procedures outlined in the WVUHS Conflict of Interest Policy may be utilized. Form 990, Part VI, Section B, Line 15a 15b The System engages an independent group to perform an executive compensation review and compensation survey annually. This information is provided to the compensation committee which is made up of independent board members who are then responsible for setting the compensation packages offered to each executive, ensuring that the compensation package does not exceed fair market value based on the data from the consultant group. The minutes of the compensation committee are contemporaneously documented and retained. Full compensation surveys were completed for 2016, 2017, and 2018 compensation amounts, with data provided by the independent consultant to the compensation committee. Form 990, Part VI, Section C, Line 19 All financial and governing documents along with Board of Director Conflict of Interest statements are made available during regular business hours at the business office. In accordance with West Virginia Legislative code every member of the board shall file a written statement, which shall be fully available for public disclosure, with the appropriate chairman of the board. Form 990, Part VII, Section A, Line 1-29 The employees of WVUHS are leased from a related entity, WVU Hospitals, Inc. EIN 55-0643304. WVUHS reimburses WVUH for salary, benefits, and applicable taxes for WVUHS employees and for a portion of compensation paid to Melissa McCoy, Leeann Cerimele, and Doug Harrison as their time is split between WVUHS and WVUH. The appropriate salary expenses are reflected in Part IX Line 5 of this return. Form 990, Part VII, Section B, Line 1 WVUHS receives and pays invoices for Legal and Accounting Services that have been provided to all system entities. Based on an allocation agreed upon by all entities, the System then bills each entity for their respective portion of that service and the expense is offset by the reimbursements. The amounts reported in Part IX - Statement of Functional Expenses Line 11b and 11c reflect the portion of legal and accounting expense attributable to WVUHS. Form 990, Part IV, Line 14b Form 926 Statement Filed Pursuant to Treas. Reg. Section 1.6038B-1c 1 Transferor West Virginia United Health System, Inc. PO Box 8034 Morgantown, WV 26506 EIN 55-0754713 2i Transferee Augusta Insurance Company, Ltd PO Box 69 Grand Cayman, KY1-1102 EIN 98-1399333 Country of Incorporation Cayman Islands 2ii On December 1, 2017, West Virginia United Health System, Inc. made contributions totalling USD 125,000 having a fair market value and basis of 125,000 to the capital of Augusta Insurance Company, Ltd in an IRC Section 351 exchange. 3 The West Virginia United Health System, Inc. received shares of Augusta Insurance Company, Ltd in the exchange. Form 990, Part IV, Line 14b 4 Property Transferred a Cash 12/1/2017 Fair Market Value 125,000 Basis 125,000 4i Active Business Property - N/A 4ii Stock or Securities Transferred - N/A 4iii Depreciated Property - N/A 4iv Property to be Leased - N/A 4v Property to be Sold - N/A 4vi Transfers to a FSC - N/A 4vii Tainted Property - N/A 4viii Foreign Loss Branch - N/A 4ix Other Intangibles - N/A 5 Transfer of Foreign Loss Branch Property - N/A 5i Branch Operation - N/A 5ii Branch Property - N/A 5iii Previously Deducted Losses - N/A 5iv Character of Gain - N/A 6 Assets transferred in an exchange described in Code Sec. 361a or 361b - N/A Accountable Care Organization of West Virginia LLC 3040 University Ave Suite 3200 Morgantown WV 26505 821263585 Health care provider coordination WV West Virginia United Health System West Virginia University Hospitals Inc PO Box 8034 Morgantown WV 26506 550643304 Patient Care Services WV 501C3 3 WV United Health System true United Hospital Center 327 Medical Park Drive Bridgeport WV 26330 550525724 Patient Care Services WV 501C3 3 WV United Health System true United Physicians Care Inc 686 South Pike Street Shinnston WV 26431 550638563 Patient Care Services WV 501C3 3 N/A false WVUH East Inc 2000 Foundation Way Martinsburg WV 25401 202337985 Healthcare Support WV 501C3 12a West Virginia University Hosptials Inc false City Hospital Inc 2000 Foundation Way Martinsburg WV 25401 550383321 Patient Care Services WV 501C3 3 West Virginia University Hosptials - East Inc false Jefferson Memorial Hospital Inc 2000 Foundation Way Martinsburg WV 25401 550359755 Patient Care Services WV 501C3 3 West Virginia University Hosptials - East Inc false University Healthcare Foundation 2000 Foundation Way Martinsburg WV 25401 311118075 Healthcare Support WV 501C3 12a N/A false United Hospital Foundation 327 Medical Park Drive Bridgeport WV 26330 550621706 Hospital Support WV 501C3 12a N/A false WV Health Care Co-Op PO Box 8059 Morgantown WV 26506 550650441 Support WV 501C3 12a WV United Health System true United Summit Center 6 Hospital Plaza Clarksburg WV 26301 550752788 Behavioral Health WV 501C3 3 N/A false Camden-Clark Health Services 800 Garfield Ave Parkersburg WV 26102 550769602 Healthcare Access WV 501C3 12aI WV United Health System true Camden-Clark Foundation 800 Garfield Ave Parkersburg WV 26102 550667789 Hospital Support WV 501C3 12a Camden-Clark Health Services false Camden-Clark Memorial Hospital Corporation 800 Garfield Ave Parkersburg WV 26102 311524546 Patient Care Services WV 501C3 3 Camden-Clark Health Services false Camden-Clark Physician Corp 604 Ann Street Parkersburg WV 26101 264058719 Patient Care Services WV 501C3 12aI Camden-Clark Health Services false Potomac Valley Hospitals of WVa Inc 100 Pin Oak lane Keyser WV 26726 550420956 Patient Care Services WV 501C3 3 West Virginia University Hosptials Inc false St Josephs Hospital of Buckhannon 1 Amalia Drive Buckhannon WV 26201 550356996 Patient Care Services WV 501C3 3 WV United Health System true Reynolds Memorial Hospital Inc 800 Wheeling Ave Glen Dale WV 26038 550357045 Patient Care Services WV 501C3 3 West Virginia University Hosptials Inc false Reynolds Memorial Foundation 800 Wheeling Ave Glen Dale WV 26038 550710402 Hospital Support WV 501C3 12a N/A false St Josephs Foundation of Buckhannon 1 Amalia Drive Buckhannon WV 26201 550727650 Hospital Support WV 501c3 12b II N/A false Gateway Home Care LLC 1353 Edwin Miller Blvd Martinsburg WV 254043703 541965474 Durable Medical Equipment WV N/A Related false false West Virginia United Insurance Services 3040 University Avenue Suite 3200 Morgantown WV 26505 550756055 Healthcare Contracting WV WV United Health System C Corp 1.00000 true Allied Health Services Inc PO Box 782 Morgantown WV 26507 550652017 Outpatient Lab WV WV United Health System C Corp 1.00000 true Augusta Insurance Company LTD PO Box 86 Grand Cayman CJ 981399333 Investment CJ WV United Health System C Corp 100 100 1.00000 true false true false false false false false false false false true true true true true true true false false West Virginia University Hospitals Inc q 54885086 Cash value United Hospital Center Inc q 19766499 Cash value Camden-Clark Memorial Hospital Corporation q 20707549 Cash value West Virginia University Hospitals Inc o 39833400 Cash value United Hospital Center Inc o 3657274 Cash value West Virginia University Hospitals Inc o 3353486 Cash value Augusta Insurance Company LTD b 125000 Cash value