2017-05-10T08:06:57-05:00 2016-06-30 BKD LLP 1201 Walnut Suite 1700 Kansas City MO 641062246 990 2015-07-01 431009163 UNIVERSITY PHYSICIAN ASSOCIATES % THOMAS SYVERSON UNIV 8162182500 2310 HOLMES STREET SUITE 800 KANSAS CITY MO 641082602 THOMAS E SYVERSON CFO/COO 8162182500 2017-05-15 true Michael J Engle P00482834 8162216300 2017-05-15 2015 2021-01-29 14:40:06Z MARK STEELE 2310 HOLMES STREET KANSAS CITY MO 641082602 59404627 false X UPAMED.ORG X 1972 MO UNIVERSITY PHYSICIAN ASSOCIATES PROVIDES QUALITY AND COMPASSIONATE HEALTHCARE IN AN ENVIRONMENT OF ACADEMIC EXCELLENCE. 11 6 285 12 0 0 0 0 52283417 59314965 -17158 48307 65218 41355 52331477 59404627 853789 694857 0 0 44789536 50163467 0 0 0 7818003 8573007 53461328 59431331 -1129851 -26704 19514980 19344862 9726195 9552797 9788785 9792065 UNIVERSITY PHYSICIAN ASSOCIATES PROVIDES QUALITY AND COMPASSIONATE HEALTHCARE IN AN ENVIRONMENT OF ACADEMIC EXCELLENCE. false false 36468966 691748 44555882 PATIENT CARE: UPA IS A MULTI-SPECIALTY ACADEMIC GROUP PRACTICE WITH OVER 240 PHYSICIANS PROVIDING PATIENT CARE AT TRUMAN MEDICAL CENTERS (TMC) AND OTHER KANSAS CITY AREA FACILITIES. OUR PHYSICIANS ARE DEDICATED TO PROVIDING THE HIGHEST QUALITY OF PATIENT CARE TO ALL PATIENTS, INCLUDING LOW-INCOME, THE UNINSURED AND VULNERABLE POPULATIONS. EVEN WITH THE AFFORDABLE CARE ACT, THIS FISCAL YEAR, OVER 19.94% OF UPA'S PATIENT CARE VOLUME WAS TO UNINSURED PATIENTS, REGARDLESS OF THEIR ABILITY TO PAY. 16164614 3109 14800438 INSTITUTIONAL REVENUE: AS THE TEACHING FACULTY FOR THE UNIVERSITY O MISSOURI-KANSAS CITY SCHOOL OF MEDICINE (UMKC SOM), UPA PHYSICIANS ARE DIRECTLY INVOLVED IN EDUCATING MEDICAL STUDENTS, TRAINING POST-GRADUATE RESIDENT PHYSICIANS AND PROVIDING ADDITIONAL TRAINING FOR PHYSICIAN FELLOWSHIPS. THEY ARE ALSO INVOLVED IN RESEARCH PROJECTS AND PUBLISHED IN RESEARCH JOURNALS. 52633580 true false false false false false false false false false true false false false false false true false false false false false false false false false false true false true false false false false false false true false false false false false false true false false false true 25 0 true 285 true false false false false false false false false false false X 11 6 true false false false false true false true true false false true true true true true true true true false X THOMAS SYVERSON 8162182500 2310 HOLMES STREET KANSAS CITY MO 64108 E SADEDDIN BOARD CHAIR/STAFF PHYSICIAN 50.0 0.0 X X 501745 0 44247 M O'DELL BD VICE CHAIR, CHAIR FAM MED 50.0 0.0 X X 296002 0 47435 A ALGREN BOARD MEMBER/STAFF PHYSICIAN 50.0 0.0 X 240198 0 41811 K LANKACHANDRA BOARD MEMBER, CHAIR PATHOLOGY 50.0 0.0 X 310744 0 45962 D GEEHAN BOARD MEMBER/STAFF PHYSICIAN 50.0 0.0 X 347206 0 43533 C SHIELDS BOARD MEMBER 1.0 0.0 X 0 0 0 S KANTER BOARD MEMBER 1.0 0.0 X 0 0 0 P DUNN BOARD MEMBER 1.0 0.0 X 0 0 0 J BECK BOARD MEMBER 1.0 0.0 X 0 0 0 D THOMPSON BOARD MEMBER 1.0 0.0 X 0 0 0 S LINDENBAUM BOARD MEMBER 1.0 0.0 X 0 0 0 M STEELE BOARD SECRETARY, EXEC MED DIR 50.0 1.0 X 368119 0 47501 T SYVERSON BOARD TREASURER/CFO/COO 50.0 1.0 X 217475 0 42716 J MOORMEIER CHAIRMAN OF MEDICINE/PHYSICIAN 50.0 0.0 X 307787 0 31113 M FRIEDELL CHAIR OF SURGERY/PHYSICIAN 50.0 0.0 X 454329 0 44758 M GRATTON CHAIR OF EMERGENCY/PHYSICIAN 50.0 0.0 X 340500 0 43758 D MAULIK CHAIRMAN OF OB-GYN/PHYSICIAN 50.0 0.0 X 414924 0 43758 T MCCORMACK STAFF PHYSICIAN 50.0 0.0 X 615918 0 43747 M BERNHARDT STAFF PHYSICIAN 50.0 0.0 X 528982 0 47557 S SAGRAVES STAFF PHYSICIAN 50.0 0.0 X 499618 0 46480 A CIL STAFF PHYSICIAN 50.0 0.0 X 520213 0 46435 S KOTWAL STAFF PHYSICIAN 50.0 0.0 X 410778 0 32026 RS GRIFFITH STAFF PHYSICIAN 50.0 0.0 X 222257 0 41695 6596795 0 734532 146 true true false KANSAS CITY VASCULAR PC 2750 CLAY EDWARDS DRIVE SUITE 304 NORTH KC MO 64116 PHYSICIAN SERVICES 632352 UNIVERSITY OF MISSOURI-KANSAS CITY 5100 ROCKHILL RD KANSAS CITY MO 64110 PHYSICIAN SERVICES 562341 KANSAS UNIVERSITY PHYSICIANS 3901 RAINBOW BLVD KANSAS CITY KS 661607816 PHYSICIAN SERVICES 431771 CHILDREN'S MERCY HOSPITAL 2401 GILLHAM ROAD KANSAS CITY MO 64108 PHYSICIAN SERVICES 690111 KANSAS CITY KIDNEY CONSULTANTS 4320 WORNALL ROAD 208 KANSAS CITY MO 64111 PHYSICIAN SERVICES 313917 10 0 Patient Care (Net) 621110 44514527 44514527 Institutional Educational Support 611710 14800438 14800438 59314965 48307 48307 0 0 0 0 0 0 0 0 0 Miscellaneous Revenue 900099 41355 41355 41355 59404627 59356320 48307 694857 694857 0 0 0 4517279 4224428 292851 213731 213731 36862140 33986063 2876077 2506373 2313586 192787 3992246 3024525 967721 2071698 1870981 200717 0 59344 59344 41600 41600 0 0 0 4679608 3640133 1039475 0 85700 85700 387763 206368 181395 144844 6543 138301 0 996241 721398 274843 207198 196477 10721 0 336115 295037 41078 81 81 0 212090 212090 753419 726642 26777 Dues, Fees, Subs and Books 461267 383577 77690 0 _ 0 _ 0 _ 0 207737 129234 78503 59431331 52633580 6797751 0 0 0 7690188 8457026 0 0 9905262 9084232 0 0 0 0 0 0 0 0 1174314 1116657 2345967 1859960 597816 486007 147400 200940 0 0 0 0 0 0 0 0 19514980 19344862 9726195 9552797 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 9726195 9552797 X 9788785 9792065 0 0 0 0 9788785 9792065 19514980 19344862 -26704 29984 X false true X true false X 7500 0 0 0 0 7500 52852439 48050375 49204922 52348635 59356320 261812691 0 0 0 52859939 48050375 49204922 52348635 59356320 261820191 0 17015264 17789794 18741713 19480114 20001486 93028371 17015264 17789794 18741713 19480114 20001486 93028371 168791820 33009 11341 14448 44428 48307 151533 0 33009 11341 14448 44428 48307 151533 0 0 52892948 48061716 49219370 52393063 59404627 261971724 0.64431 0.64758 0.00058 0.00084 X 604806 423088 181718 1741161 1436872 304289 486007 59434611 29984 29984 59404627 59404627 59431331 59431331 59431331 SCHEDULE D, PART X, LINE 2 MANAGEMENT HAS EVALUATED THEIR TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. true TRUMAN MEDICAL CENTER CHARITABLE FOUNDATION 2310 HOLMES STREET SUITE 735 KANSAS CITY MO 64108 431194064 501 (C) (3) 689387 GENERAL SUPPORT 1 SCHEDULE I, PART I, LINE 2 THE GRANTS PROVIDED WERE MADE TO A PUBLIC ORGANIZATION WHO HAS A CLOSE WORKING RELATIONSHIP WITH UNIVERSITY PHYSICIAN ASSOCIATES. THIS ORGANIZATION STRIVES TO FURTHER SUPPORT THE OPERATIONS OF UNIVERSITY PHYSICIAN ASSOCIATES. THEREFORE, THE USE OF THE GRANTED FUNDS IS MONITORED THROUGH THE CLOSE WORKING RELATIONSHIP WITH THIS ORGANIZATION. X X X X false false false false false false false true false E SADEDDIN BOARD CHAIR/STAFF PHYSICIAN 403647 0 77278 0 20820 0 21200 0 23047 0 545992 0 0 0 M O'DELL BD VICE CHAIR, CHAIR FAM MED 258199 0 33447 0 4356 0 21200 0 26235 0 343437 0 0 0 A ALGREN BOARD MEMBER/STAFF PHYSICIAN 208021 0 29783 0 2394 0 19264 0 22547 0 282009 0 0 0 K LANKACHANDRA BOARD MEMBER, CHAIR PATHOLOGY 245230 0 62676 0 2838 0 21200 0 24762 0 356706 0 0 0 D GEEHAN BOARD MEMBER/STAFF PHYSICIAN 283508 0 38527 0 25171 0 21200 0 22333 0 390739 0 0 0 M STEELE BOARD SECRETARY, EXEC MED DIR 311220 0 54061 0 2838 0 21200 0 26301 0 415620 0 0 0 T SYVERSON BOARD TREASURER/CFO/COO 194208 0 21203 0 2064 0 17539 0 25177 0 260191 0 0 0 J MOORMEIER CHAIRMAN OF MEDICINE/PHYSICIAN 237396 0 67553 0 2838 0 21200 0 9913 0 338900 0 0 0 M FRIEDELL CHAIR OF SURGERY/PHYSICIAN 430545 0 19428 0 4356 0 21200 0 23558 0 499087 0 0 0 M GRATTON CHAIR OF EMERGENCY/PHYSICIAN 268886 0 57258 0 14356 0 21200 0 22558 0 384258 0 0 0 D MAULIK CHAIRMAN OF OB-GYN/PHYSICIAN 383986 0 25500 0 5438 0 21200 0 22558 0 458682 0 0 0 T MCCORMACK STAFF PHYSICIAN 614400 0 0 0 1518 0 21200 0 22547 0 659665 0 0 0 M BERNHARDT STAFF PHYSICIAN 460899 0 65245 0 2838 0 21200 0 26357 0 576539 0 0 0 S SAGRAVES STAFF PHYSICIAN 432663 0 65437 0 1518 0 21200 0 25280 0 546098 0 0 0 A CIL STAFF PHYSICIAN 412010 0 58298 0 49905 0 21200 0 25235 0 566648 0 0 0 S KOTWAL STAFF PHYSICIAN 359600 0 50584 0 594 0 10600 0 21426 0 442804 0 0 0 RS GRIFFITH STAFF PHYSICIAN 189205 0 28696 0 4356 0 17648 0 24047 0 263952 0 0 0 SCHEDULE J, PART I, LINE 7 MOST OF OUR PHYSICIANS PARTICIPATE IN AN INCENTIVE PROGRAM. THE OVERALL INCENTIVE EXPENSE IS BASED UPON A SET FORMULA, HOWEVER, THE ALLOCATION OF THE CALCULATED INCENTIVE TO THE INDIVIDUAL PHYSICIAN IS BASED UPON A DEPARTMENTAL INCENTIVE PROGRAM. AS MANY OF OUR OFFICERS AND KEY EMPLOYEES ARE PHYSICIANS WHO PARTICIPATE IN AN INCENTIVE PROGRAM, THEY DO RECEIVE NON-FIXED COMPENSATION PAYMENTS. LIKEWISE, THE EXECUTIVE MEDICAL DIRECTOR AND CHIEF FINANCIAL OFFICER PARTICIPATE IN AN INCENTIVE PROGRAM WHERE THE MAXIMUM INCENTIVE IS SET, BUT THE ACTUAL PAYMENT IS BASED UPON AN ANNUAL PERFORMANCE REVIEW. SEE PART V SCHEDULE L, PART IV, LINE 1 A. S. GRATTON B. S. GRATTON IS THE SON OF M. GRATTON WHO IS A KEY EMPLOYEE. C. $213,731 D. S. GRATTON IS AN EMPLOYEE OF UNIVERSITY PHYSICIAN ASSOCIATES. E. NO FORM 990, PART VI, SECTION A, LINE 2 S. KANTER, C. SHIELDS, P. DUNN, M. STEELE, E. SADDEDIN AND D. THOMPSON HAVE A BUSINESS RELATIONSHIP. THEY HAVE AN EMPLOYER/EMPLOYEE RELATIONSHIP AT TRUMAN MEDICAL CENTER. FORM 990, PART VI, SECTION A, LINE 7A EMPLOYEES WHO HOLD THE PROFESSIONAL DEGREE OF DOCTOR OF MEDICINE (M.D.), DOCTOR OF OSTEOPATHY (D.O.), DOCTOR OF DENTAL SURGERY (D.D.S.), DOCTOR OF CLINICAL PHARMACY (PHARM.D.), DOCTOR OF PODIATRY (D.P.M.) OR DOCTOR OF PSYCHOLOGY (PH.D.) VOTE FOR 5 OF THE 11 VOTING MEMBERS OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B A FORM 990 REVIEW COMMITTEE, COMPRISED OF THE UPA CHAIRMAN OF THE BOARD, VICE-CHAIRMAN OF THE BOARD, SECRETARY, TREASURER AND THE FINANCE COMMITTEE CHAIRPERSON, REVIEW THE PREPARED FORM 990 PRIOR TO THE FILING. THE BOARD OF DIRECTORS IS PROVIDED A COPY OF FORM 990 PRIOR TO THE FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C OFFICERS, DIRECTORS, MEMBERS OF BOARD COMMITTEES, AND KEY EMPLOYEES ARE PROVIDED THE CONFLICT OF INTEREST POLICY AND REQUIRED TO COMPLETE A RELATED DISCLOSURE STATEMENT UPON HIS/HER TAKING THE POSITION, AND ANNUALLY THEREAFTER. THE COMPLIANCE OFFICER COMPILES AND ANALYZES THE DISCLOSURES. THE COMPLIANCE OFFICER SUMMARIZES THE DISCLOSURES AND IDENTIFIES ANY POTENTIAL ISSUES FOR THE BOARD. THE COMPLIANCE OFFICER REPORTS ANY CONTINUING ACTUAL OR POTENTIAL CONFLICTS OF INTEREST TO THE FULL BOARD AT LEAST ANNUALLY. IF AN INDIVIDUAL IS DEEMED TO HAVE A CONFLICT WITH REGARDS TO A SUBJECT IN CONSIDERATION, THAT INDIVIDUAL ABSTAINS FROM VOTING. FORM 990, PART VI, SECTION B, LINE 15A & 15B THE FINANCE COMMITTEE AND/OR BOARD OF DIRECTORS APPROVE FACULTY COMPENSATION AND ADMINISTRATIVE INCREASES IN THE ANNUAL BUDGET. THE EXECUTIVE MEDICAL DIRECTOR (EMD) AND THE CHAIR OF THE FINANCE COMMITTEE EXERCISE OVERSIGHT ON BEHALF OF THE BOARD REGARDING COMPENSATION LEVELS FOR THE FACULTY. AN EXECUTIVE COMPENSATION COMMITTEE IS APPOINTED BY THE BOARD OF DIRECTORS WITH THE MAJORITY COMPRISED OF INDEPENDENT BOARD MEMBERS. THEY REVIEW AND APPROVE THE COMPENSATION OF THE EMD, OFFICERS, AND KEY EMPLOYEES. THE UNIVERSITY PHYSICIAN ASSOCIATES BOARD CHAIR, THE TRUMAN MEDICAL CENTER CEO AND THE UNIVERSITY OF MISSOURI-KANSAS CITY SCHOOL OF MEDICINE DEAN REVIEW AND APPROVE THE COMPENSATION OF THE EXECUTIVE MEDICAL DIRECTOR AND THE DEPARTMENT CHAIRS. COMPARABILITY (BENCHMARK) DATA IS USED AS PART OF THIS REVIEW AND APPROVAL PROCESS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. TMC PROF & GEN LIABILITY SELF INS TRUST 2301 HOLMES STREET KANSAS CITY MO 64108 431946384 LIABILITY INS MO 501(C)(3) 11B NA false false true false false false false false false false false false false false false false false false false