2015-05-15T08:11:33-05:00 2014-06-30 550657218 HESS STEWART & CAMPBELL PLLC PO BOX 1060 HUNTINGTON WV 257131060 990 2013-07-01 550564945 UNIVERSITY PHYSICIANS & SURGEONS INC UNIV 3046911653 1600 MEDICAL CENTER DRIVE HUNTINGTON WV 25701 JOHN M STRAUB CFO 3046911653 2015-05-07 1 JOHN G HESS P00115975 3045236464 2013 2016-03-07 17:11:31Z BETH HAMMERS 1600 MEDICAL CENTER DRIVE HUNTINGTON WV 25701 114949199 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. 7 0 1125 0 0 0 437620 412072 98849233 109353973 748914 1036447 375112 87035 100410879 110889527 755874 414703 0 0 75502105 84909162 0 0 0 20571949 22365102 96829928 107688967 3580951 3200560 54133756 62537636 35605594 39353321 18528162 23184315 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 97486042 414703 109441008 THE CORPORATION SUPPORTED THE FACULTY PHYSICIANS OF THE SCHOOL OF MEDICINE IN THEIR PROVISION OF MEDICAL SERVICES WITH APPROXIMATELY 519,275 PATIENT ENCOUNTERS. 97486042 1 1 0 0 0 0 0 0 0 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 70 0 1125 1 0 0 0 0 0 0 0 0 X 7 0 0 0 0 0 0 1 0 1 1 0 0 1 1 0 0 1 1 1 1 0 X THE ORGANIZATION 3046911653 1001 TENTH AVE HUNTINGTON WV 25701 JOSEPH SHAPIRO CHAIRMAN 15.00 X X 272100 202587 12750 JOSEPH W WERTHAMMER VICE CHAIRMAN 30.00 X X 360000 119600 22886 F LAYTON COTTRILL DESIGNEE 11.00 X 20000 148005 10223 PAULETTE WEHNER MD DIRECTOR 35.00 X 131250 216196 21065 ALI OLIASHIRAZI MD DIRECTOR 95.00 X 728996 302400 30600 SHANNON BROWNING DIRECTOR 30.00 X 67748 92315 9847 BRENT MARSTELLER CHH PRESIDENT 7.00 X 0 0 0 DAVID JUDE MD SECRETARY/TREASURER 36.00 X X 158269 191552 16686 BETH HAMMERS EXECUTIVE DIRECTOR 30.00 X 218000 0 9750 MATT STRAUB CFO 30.00 X 172024 0 8671 MICHAEL MCCARTHY CIO 7.00 X 65163 89040 7898 JOSHUA DORSEY COO 30.00 X 141500 0 6840 ANTHONY ALBERICO MD PHYSICIAN 60.00 X 774919 25455 16938 ALAN KOESTER MD PHYSICIAN 65.00 X 632200 22541 16890 TERRENCE JULIEN PHYSICIAN 60.00 X 672019 19423 16488 DAVID DENNING MD PHYSICIAN 80.00 X 626000 187972 27064 RIDA MAZAGRI MD PHYSICIAN 60.00 X 796154 22016 16800 5836342 1639102 251396 151 0 1 0 PER-SE TECHNOLOGIES PO BOX 403421 ATLANTA GA 30384 A/R & BILLING SERVICES 3878334 ALLSCRIPTS 24630 NETWORK PLACE CHICAGO IL 60673 MEDICAL RECORDS SUPPORT 929110 CABELL HUNTINGTON HOSPITAL 1340 HAL GREER BLVD HUNTINGTON WV 25701 MEDICAL SUPPORT 597329 WEATHERBY LOCUMS INC PO BOX 972633 DALLAS TX 75397 RECRUITMENT 161967 CULBERT HEALTHCARE SOLUTIONS INC 800 W CUMMINGS PARK STE 6000 WOBURN MA 01801 CONSULTING SERVICES 147017 5 313484 98588 412072 HEALTH CARE SERVICES 621111 108859240 108859240 EDUCATION & RESEARCH 611600 494733 494733 109353973 514533 514533 4047118 534468 3902823 156849 144295 377619 521914 521914 FORFEITED RETIREMENT PREMIUMS 900099 87035 87035 87035 110889527 109441008 0 1036447 414703 414703 2365400 2152514 212886 71926999 65453569 6473430 2976519 2708632 267887 3608963 3284156 324807 4031281 3668466 362815 215756 215756 144322 144322 7846330 7140160 706170 353681 321850 31831 2613949 1888859 725090 1975325 1797546 177779 128627 117051 11576 1035723 942508 93215 31106 31106 460802 419330 41472 2619851 2384064 235787 MEDICATIONS AND MEDICAL 3306347 3306347 RECRUITMENT AND EMPLOYE 863328 785628 77700 PROFESSIONAL DUES AND M 428425 389867 38558 REPAIRS AND MAINTENANCE 341530 310792 30738 107688967 97486042 10202925 0 14069 15316 9103140 9481160 4463734 5264603 386367 265701 675004 523586 9127279 4496989 2877935 4630290 26747361 30079478 9866146 12277502 54133756 62537636 6056809 7768965 2553005 2564690 863230 1430200 26132550 27589466 35605594 39353321 X 17962866 22522551 565296 661764 18528162 23184315 54133756 62537636 3200560 1455593 0 X 0 1 X 0 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 252679 252679 2079611 317656 1761955 1882522 323451 1559071 4912467 3855882 1056585 4630290 CONTRACTS RECEIVABLE 5160144 INTANGIBLES, DEPOSITS AND OTHER ASSETS 18358 INSURANCE RECOVERIES RECEIVABLE 7099000 12277502 PHYSICIAN LOAN GUARANTEES 143877 CONTINGENT PROFESSIONAL LIABILITY 14796449 OPEB LIABILITY 12298972 FICA TAX REFUND LIABILITY 350168 27589466 110889527 0 110889527 0 110889527 107688967 0 107688967 0 107688967 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) 304880 SCHOLARSHIP & DEVELOPMENT CABELL HUNTINGTON HOSPITAL 1340 HAL GREER BLVD HUNTINGTON WV 25701 550675666 501(C)(3) 23767 DONATIONS/SPONSORSHIPS CABELL COUNTY MEDICAL SOCIETY 1340 HAL GREER BLVD HUNTINGTON WV 25701 550615296 501(C)(3) 10000 STUDENT INITIATIVE HUNTINGTON MUSEUM OF ART 2033 MCCOY ROAD HUNTINGTON WV 25701 550372921 501(C)(3) 5500 SPONSORSHIPS FAMILY MEDICINE FOUNDATION OF WV 650 MAIN ST BARBOURSVILLE WV 25504 311053219 501(C)(3) 5000 SPONSORSHIPS 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 272100 202587 0 0 0 0 12750 0 0 0 284850 202587 0 0 JOSEPH W WERTHAMMER VICE CHAIRMAN 360000 119600 0 0 0 0 15300 7586 0 0 375300 127186 0 0 F LAYTON COTTRILL DESIGNEE 20000 148005 0 0 0 0 1200 9023 0 0 21200 157028 0 0 PAULETTE WEHNER MD DIRECTOR 131250 216196 0 0 0 0 7800 13265 0 0 139050 229461 0 0 ALI OLIASHIRAZI MD DIRECTOR 728996 302400 0 0 0 0 15300 15300 0 0 744296 317700 0 0 SHANNON BROWNING DIRECTOR 67748 92315 0 0 0 0 3491 6356 0 0 71239 98671 0 0 DAVID JUDE MD SECRETARY/TREASURER 158269 191552 0 0 0 0 4696 11990 0 0 162965 203542 0 0 BETH HAMMERS EXECUTIVE DIRECTOR 218000 0 0 0 0 0 9750 0 0 0 227750 0 0 0 MATT STRAUB CFO 172024 0 0 0 0 0 8671 0 0 0 180695 0 0 0 MICHAEL MCCARTHY CIO 65163 89040 0 0 0 0 2260 5638 0 0 67423 94678 0 0 ANTHONY ALBERICO MD PHYSICIAN 774919 25455 0 0 0 0 15300 1638 0 0 790219 27093 0 0 ALAN KOESTER MD PHYSICIAN 632200 22541 0 0 0 0 15300 1590 0 0 647500 24131 0 0 TERRENCE JULIEN PHYSICIAN 672019 19423 0 0 0 0 15300 1188 0 0 687319 20611 0 0 DAVID DENNING MD PHYSICIAN 626000 187972 0 0 0 0 15300 11764 0 0 641300 199736 0 0 RIDA MAZAGRI MD PHYSICIAN 796154 22016 0 0 0 0 15300 1500 0 0 811454 23516 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 B, LINE 11 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 0 1 1 1 1 0