UNIVERSITY CLINICAL EDUCATION & RESEARCH ASSOCIATES: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY CLINICAL EDUCATION & RESEARCH ASSOCIATES (EIN 99-0307152)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-01-20
- IRS object ID
- 201440209349300424
- Schema version
- 2012v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-01-20T17:09:08-06:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 261659234 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CW ASSOCIATES CPAS | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 BISHOP STREET SUITE 1040 | AddressLine1 |
| City | HONOLULU | City |
| State | HI | State |
| ZIP Code | 96813 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 990307152 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY CLINICAL EDUCATION & | BusinessNameLine1 |
| Business Name Line2 | RESEARCH ASSOCIATES (UCERA) | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | UNIV | NameControl |
| Phone | 8084694961 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 677 ALA MOANA BOULEVARD NO 1001 | AddressLine1 |
| City | HONOLULU | City |
| State | HI | State |
| ZIP Code | 96813 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DR ARNAR MAGNUSSON | Name |
| Title | ACTING CHIEF EXECUTIVE OFFICER | Title |
| Phone | 8084694961 | Phone |
| Date Signed | 2014-01-20 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARK A HAYES | Name |
| PTIN | P00085205 | PTIN |
| Phone | 8085311040 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | DR ARNAR MAGNUSSON | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 677 ALA MOANA BOULEVARD NO 1001 | AddressLine1 |
| City | HONOLULU | City |
| State | HI | State |
| ZIP Code | 96813 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 31208856 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.UCERA.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1993 | YearFormation |
| State Legal Domicile | HI | StateLegalDomicile |
| Activity Or Mission Description | TO PROVIDE FUNDING TO BUILD AND SUSTAIN THE INFRASTRUCTURE OF THE JOHN A. BURNS SCHOOL OF MEDICINE AND ITS DEPARTMENTS: FUND RESEARCH, EDUCATION, AND SCHOLARLY DEVELOPMENT; PROVIDE ADDITIONAL RESOURCES TO RECRUIT, RETAIN, AND DEVELOP QUALIFIED FACULTY AT THE UNIVERSITY OF HAWAII; PROVIDE CLINICAL TRAINING AND EDUCATION TO STUDENTS OF THE UNIVERSITY OF HAWAII, AND PROVIDE HEALTH CARE TO THE GENERAL PUBLIC, WITH SPECIAL ATTENTION TO THE POOR AND OTHER UNDERSERVED POPULATIONS OF HAWAII AND THE PACIFIC REGION. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 19 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 6 | NbrIndependentVotingMembers |
| Total Nbr Employees | 280 | TotalNbrEmployees |
| Total Nbr Volunteers | 16 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 796293 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 361083 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 29948734 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 28682295 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 6040 | InvestmentIncomePriorYear |
| Investment Income Current Year | 22081 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 217522 | OtherRevenuePriorYear |
| Other Revenue Current Year | 70533 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 30968589 | TotalRevenuePriorYear |
| Total Revenue Current Year | 29135992 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 17611390 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 16648987 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 23184 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 10678876 | OtherExpensePriorYear |
| Other Expenses Current Year | 10435522 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 28290266 | TotalExpensesPriorYear |
| Total Expenses Current Year | 27084509 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 2678323 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 2051483 | RevenuesLessExpensesCY |
| Total Assets BOY | 15226164 | TotalAssetsBOY |
| Total Assets EOY | 17702496 | TotalAssetsEOY |
| Total Liabilities BOY | 3802874 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 4237241 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 11423290 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 13465255 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | UCERA IS A NON-PROFIT ORGANIZATION ESTABLISHED TO FURTHER THE MISSION AND VISION OF THE JOHN A. BURNS SCHOOL OF MEDICINE AT THE UNIVERSITY OF HAWAII (JABSOM). IT CONTRIBUTES TO JABSOM'S GOAL OF IMPROVING THE HEALTH CARE STATUS OF THE CITIZENS OF HAWAII AND THE PACIFIC BY SUPPORTING THE EDUCATION, RESEARCH AND CLINICAL ACTIVITIES OF THE SCHOOL. IT SUPPORTS FINANCIAL DIVERSIFICATION OF THE SCHOOL BY DEVELOPING REVENUE GENERATING INITIATIVES IN COLLABORATION WITH HOSPITALS, GOVERNMENT AGENCIES AND OTHER ENTITIES. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 19024556 | Expense |
| Revenue | 28229505 | Revenue |
| Description | CLINICAL AND PROFESSIONAL SERVICES - 1) PROVIDE HEALTH CARE TO THE GENERAL PUBLIC, WITH SPECIAL ATTENTION TO THE POOR AND OTHER UNDERSERVED POPULATIONS OF HAWAII AND THE PACIFIC REGION. 2) SPECIALTY CLINICS - MULTI-SPECIALTY FACULTY PRACTICE AT CLINICS LOCATED AT VARIOUS SITES INCLUDING: GOLD BOND BUILDING (677 ALA MOANA BLVD, HONOLULU, HI 96813); 1319 PUNAHOU STREET, SUITE 800, 801, 900; 94-235 HANAWAI CIRCLE, WAIPAHU, HI 96797; QUEEN'S OUTPATIENT CENTER; PHYSICIAN'S OFFICE BUILDINGS AT QUEEN'S; LEAHI HOSPITAL; MOLOKAI GENERAL HOSPITAL. PROVIDE PHYSICIANS ON THE UNIVERSITY OF HAWAII FACULTY WITH A BASE OF OB/GYN, ENDOCRINE, INTERNAL MEDICINE, GERIATRIC, SURGICAL, AND PSYCHIATRIC PATIENTS FROM WHICH THEY CAN EDUCATE MEDICAL STUDENTS AND RESIDENTS. 3) QUEEN'S HOSPITAL AND HAWAII PACIFIC HEALTH/KAPIOLANI HOSPITAL/WAHIAWA GENERAL CONTRACTS - PROVIDE FACULTY MEMBERS TO TREAT PATIENTS AND TO PROVIDE SPECIALTY CLINICAL SERVICES TO HOSPITALS. 4) VETERAN'S ADMINISTRATION SPECIALTY CLINICS - PROVIDE SPECIALIST PHYSICIANS TO TREAT PATIENTS AT THE VA MEDICAL & REGIONAL OUTPATIENT CLINIC. THIS POPULATION TENDS TO BE INDIGENT AND UNDERSERVED. THE VA CLINIC IS ALSO A TEACHING SITE FOR THE UNIVERSITY OF HAWAII JOHN A. BURNS SCHOOL OF MEDICINE AND PROVIDES A BASE OF TEACHING PATIENTS. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 2641853 | Expense |
| Description | MEDICAL SCHOOL AND FACULTY SUPPORT - IN GENERAL, PROVIDES FUNDING TO BUILD AND SUSTAIN THE INFRASTRUCTURE OF THE UNIVERSITY OF HAWAII JOHN A. BURNS SCHOOL OF MEDICINE AND ITS DEPARTMENTS. PROVIDE ADDITIONAL RESOURCES TO RECRUIT, RETAIN, AND DEVELOP QUALIFIED FACULTY AT THE UNIVERSITY OF HAWAII MEDICAL SCHOOL. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 936770 | Expense |
| Description | EDUCATIONAL SUPPORT - 1) IN GENERAL, PROVIDE EDUCATION AND CLINICAL TRAINING FOR THE UNIVERSITY OF HAWAII MEDICAL SCHOOL STUDENTS. 2) INTERNATIONAL TRAINING PROGRAM (INL-FS) - PROVIDE INTERNATIONAL MEDICAL STUDENTS AND RESIDENTS WITH U.S. TRAINING EXPERIENCES AT THE UNIVERSITY OF HAWAII JOHN A. BURNS SCHOOL OF MEDICINE. 3) OFFICE OF MEDICAL EDUCATION (OME-ME) - PROVIDE SIMULATED PATIENTS FOR CLINICAL SKILLS TRAINING AND EXAMINATIONS FOR SCHOOL OF MEDICINE STUDENTS AND RESIDENTS. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 351788 | Expense |
| Revenue | 462543 | Revenue |
| Description | RESEARCH SUPPORT - UCERA HAS A QUEEN'S MEDICAL CENTER CONTRACT TO CONDUCT CARDIOVASCULAR RESEARCH AND EDUCATION CONSULTING FOR ABOUT 6 HOURS PER WEEK. THERE WAS NO OTHER RESEARCH ACTIVITY THROUGH UCERA IN FISCAL YEAR 2013. UCERA IS IN POSITION TO ACCOMODATE RESEARCH ACTIVITIES THAT REQUIRE HIPAA COMPLIANT HANDLING OF PROTECTED HEALTH INFORMATION (PHI). | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 351788 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Rev | 462543 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 22954967 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 1 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 58 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 280 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 19 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 6 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | HI | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOSEPH ADRIANO | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 8084694959 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 677 ALA MOANA BOULEVARD NO 1001 | AddressLine1 |
| City | HONOLULU | City |
| State | HI | State |
| ZIP Code | 96813 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (33 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| HEDGES JERRIS | |||||||
| CHAIR | 10.00 | X | X | 0 | 0 | 0 | |
| TAM ELIZABETH | |||||||
| VICE CHAIR | 1.00 | X | X | 0 | 0 | 0 | |
| BURNS JAMES | |||||||
| SECRETARY | 1.00 | X | X | 0 | 0 | 0 | |
| ERNE MICHAEL | |||||||
| TREASURER | 1.00 | X | X | 0 | 0 | 0 | |
| IZUTSU SATORU | |||||||
| DIRECTOR/EMPLOYEE | 20.00 | X | 87860 | 0 | 0 | ||
| HARRIGAN ROSANNE | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| HIXON ALLEN L | |||||||
| DIRECTOR/EMPLOYEE | 20.00 | X | 70052 | 0 | 2099 | ||
| MASAKI KAMAL | |||||||
| DIRECTOR/EMPLOYEE | 2.00 | X | 0 | 0 | 0 | ||
| KAHOLOKULA JOSEPH | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| ZALUD IVICA | |||||||
| DIRECTOR/EMPLOYEE | 48.00 | X | 243722 | 0 | 6573 | ||
| SCHILLER ALAN | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| NAKAMURA KENNETH | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| GUERRERO ANTHONY PS | |||||||
| DIRECTOR/EMPLOYEE | 20.00 | X | 69023 | 0 | 2070 | ||
| STEINEMANN SUSAN | |||||||
| DIRECTOR/EMPLOYEE | 21.00 | X | 247009 | 0 | 8540 | ||
| BOLAND MARY | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| HOLZMAN JOHN | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| KATEKARU ANNE | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| ANG KHENG SEE | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| YOSHIZAWA DIRK | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| HIGA JILL | |||||||
| FORMER TREASURER | 1.00 | X | X | 0 | 0 | 0 | |
| KILLEEN JEFFREY | |||||||
| FORMER DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| SAUVAGE LYNNAE | |||||||
| FORMER DIRECTOR/EMPLOYEE | 40.00 | X | 354131 | 0 | 5787 | ||
| TAKANISHI DANNY | |||||||
| FORMER DIRECTOR/EMPLOYEE | 15.00 | X | 100498 | 0 | 0 | ||
| MAGNUSSON ARNAR | |||||||
| CMO/EMPLOYEE | 16.00 | X | 100258 | 0 | 0 | ||
| BLANCHETTE PATRICIA AL | |||||||
| CEO/EMPLOYEE | 40.00 | X | 248978 | 0 | 9986 | ||
| ADRIANO JOSEPH | |||||||
| CFO/EMPLOYEE | 40.00 | X | 130033 | 0 | 5157 | ||
| KWAK LAUREN IN HOUSE COUNSEL | |||||||
| CHIEF COMPLIANCE OFFICER | 40.00 | X | 12000 | 0 | 360 | ||
| CASSADY SHARMINI K FORMER IN HOUSE | |||||||
| COUNSEL/CHIEF COMPLIANCE OFFICER | 40.00 | X | 162884 | 0 | 18107 | ||
| CARNEY MICHAEL | |||||||
| EMPLOYEE | 40.00 | 357936 | 0 | 19270 | X | ||
| LORENZO CEDRIC SF | |||||||
| EMPLOYEE | 40.00 | 335868 | 0 | 7505 | X | ||
| BURLINGAME JANET | |||||||
| EMPLOYEE | 40.00 | 319859 | 0 | 7918 | X | ||
| KIM ROBERT J | |||||||
| EMPLOYEE | 40.00 | 306315 | 0 | 16890 | X | ||
| TERADA KEITH | |||||||
| EMPLOYEE | 40.00 | 275763 | 0 | 9092 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 3422189 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 119354 | TotalOtherCompensation |
| Number Individuals GT100 K | 42 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (3 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| UH OFFICE OF RESEARCH SVC | |||||
| 2530 DOLE ST SAKAMAKI D-200 | HON | HI | 96822 | PHYSICIAN/ADMIN COMP | 3497782 |
| KAEO RAD LLC | |||||
| 4348 WAIALAE AVENUE | HONOLULU | HI | 96816 | IT MANAGEMENT SERVICES | 275235 |
| HAWAII RESIDENCY PROGRAM INC | |||||
| 1356 LUSITANA STREET 5TH FLOOR51 | HONOLULU | HI | 96813 | ADMIN COMPENSATION | 108467 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 3 | NumberOfContractorsGT100K |
| All Other Contributions | 361083 | AllOtherContributions |
| Noncash Contributions | 100262 | NoncashContributions |
| Total Contributions | 361083 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| SPECIALTY CLINICS | 621400 | 15595679 | 15595679 |
| HAWAII PACIFIC HEALTH | 621110 | 5654350 | 5654350 |
| QUEENS MEDICAL CENTER | 621110 | 5612501 | 5612501 |
| OTHER CONTRACTS | 900099 | 1357222 | 1357222 |
| FEES AND CONTRACT FROM GOVERNMENT | 900099 | 462543 | 462543 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 28682295 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 21629 | TotalRevenueColumn |
| Exclusion | $21,629 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 60780 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 60780 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 60780 | TotalRevenueColumn |
| Exclusion | $60,780 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2073316 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2072864 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 452 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 452 | TotalRevenueColumn |
| Exclusion | $452 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | NON-OPERATING INCOME | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 9753 | TotalRevenueColumn |
| Related Or Exempt Function Income | 9753 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 9753 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 29135992 | TotalRevenueColumn |
| Related Or Exempt Function Income | 28692048 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $82,861 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1863136 | Total |
| Program Services | 1562312 | ProgramServices |
| Management And General | 298899 | ManagementAndGeneral |
| Fundraising | 1925 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12820361 | Total |
| Program Services | 10792560 | ProgramServices |
| Management And General | 2014036 | ManagementAndGeneral |
| Fundraising | 13765 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 249151 | Total |
| Program Services | 204925 | ProgramServices |
| Management And General | 44226 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 817604 | Total |
| Program Services | 543152 | ProgramServices |
| Management And General | 274452 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 898735 | Total |
| Program Services | 745031 | ProgramServices |
| Management And General | 153704 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 33781 | Total |
| Management And General | 33781 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 57485 | Total |
| Management And General | 57485 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1619 | Total |
| Management And General | 1619 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 156962 | Total |
| Program Services | 146023 | ProgramServices |
| Management And General | 10366 | ManagementAndGeneral |
| Fundraising | 573 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 634577 | Total |
| Program Services | 508756 | ProgramServices |
| Management And General | 125116 | ManagementAndGeneral |
| Fundraising | 705 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1456709 | Total |
| Program Services | 1050798 | ProgramServices |
| Management And General | 403637 | ManagementAndGeneral |
| Fundraising | 2274 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 289527 | Total |
| Program Services | 271269 | ProgramServices |
| Management And General | 18156 | ManagementAndGeneral |
| Fundraising | 102 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 268817 | Total |
| Program Services | 200815 | ProgramServices |
| Management And General | 67621 | ManagementAndGeneral |
| Fundraising | 381 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 133436 | Total |
| Program Services | 44352 | ProgramServices |
| Management And General | 88585 | ManagementAndGeneral |
| Fundraising | 499 | Fundraising |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| PURCHASED SERVICES | 7174164 | 6711134 | 460436 | 2594 |
| MISCELLANEOUS EXPENSE | 172262 | 139020 | 32996 | 246 |
| DUES AND MEMBERSHIP | 56183 | 34820 | 21243 | 120 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 27084509 | Total |
| Program Services | 22954967 | ProgramServices |
| Management And General | 4106358 | ManagementAndGeneral |
| Fundraising | 23184 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 27000 | BOY |
| EOY | 27175 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9039060 | BOY |
| EOY | 10126752 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3786760 | BOY |
| EOY | 3513761 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 539323 | BOY |
| EOY | 562621 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 2746768 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 1667827 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1282202 | BOY |
| EOY | 1078941 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 1981033 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 551819 | BOY |
| EOY | 412213 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15226164 | BOY |
| EOY | 17702496 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3132810 | BOY |
| EOY | 2688836 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 393388 | BOY |
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 276676 | BOY |
| EOY | 1548405 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3802874 | BOY |
| EOY | 4237241 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11061760 | BOY |
| EOY | 13085410 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 361530 | BOY |
| EOY | 279583 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 100262 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11423290 | BOY |
| EOY | 13465255 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15226164 | BOY |
| EOY | 17702496 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 2051483 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | -9518 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 648029 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 460366 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 149287 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 796293 | CurrentTaxYearMinus1Year |
| Current Tax Year | 361083 | CurrentTaxYear |
| Total | 2415058 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 24790162 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 26274147 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 29883097 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 29948734 | CurrentTaxYearMinus1Year |
| Current Tax Year | 28682295 | CurrentTaxYear |
| Total | 139578435 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 25438191 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 26734513 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 30032384 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 30745027 | CurrentTaxYearMinus1Year |
| Current Tax Year | 29043378 | CurrentTaxYear |
| Total | 141993493 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | 10000 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 10000 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 10000 | CurrentTaxYearMinus1Year |
| Current Tax Year | 200 | CurrentTaxYear |
| Total | 30200 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | 10000 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 10000 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 10000 | CurrentTaxYearMinus1Year |
| Current Tax Year | 200 | CurrentTaxYear |
| Total | 30200 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 141963293 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 207800 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 74104 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 52355 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 57726 | CurrentTaxYearMinus1Year |
| Current Tax Year | 82409 | CurrentTaxYear |
| Total | 474394 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 207800 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 74104 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 52355 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 57726 | CurrentTaxYearMinus1Year |
| Current Tax Year | 82409 | CurrentTaxYear |
| Total | 474394 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | 117136 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 127709 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 165631 | CurrentTaxYearMinus1Year |
| Current Tax Year | 9753 | CurrentTaxYear |
| Total | 420229 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 25645991 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 26925753 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 30212448 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 30968384 | CurrentTaxYearMinus1Year |
| Current Tax Year | 29135540 | CurrentTaxYear |
| Total | 142888116 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.99350 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.99120 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.00330 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.00470 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
| General Explanation | SCHEDULE A, PART II, LINE 12, EXPLANATION OF OTHER INCOME: NON-OPERATING INCOME - 2009 AMOUNT: $ 117,136. 2011 AMOUNT: $ 9,750. 2012 AMOUNT: $ 9,753. OTHER REVENUE - 2010 AMOUNT: $ 127,709. 2011 AMOUNT: $ 155,881. | GeneralExplanation |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 0 | BeginningOfYearBalance |
| Contributions | 100262 | Contributions |
| End Of Year Balance | 100262 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 1.00000 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 708060 | OtherCostOrOtherBasis |
| Depreciation | 59311 | Depreciation |
| Book Value | 648749 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2038708 | OtherCostOrOtherBasis |
| Depreciation | 1608516 | Depreciation |
| Book Value | 430192 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 1078941 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DUE TO JABSOM | Description |
| Amount | $1,548,405 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 1548405 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 29106540 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -9518 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | -9518 | RevenueNotRptdF990 |
| Revenue Subtotal | 29116058 | RevenueSubtotal |
| Investment Expenses Not Included | 1619 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | 18315 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 19934 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 29135992 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 27082890 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 27082890 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 1619 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 1619 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 27084509 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | DURING THE YEAR ENDED JUNE 30, 2013, UCERA RECEIVED A PERMANENTLY RESTRICTED CONTRIBUTION AMOUNTING TO $100,262 TO CREATE AN ENDOWMENT TO SUPPORT THE CLINICAL WORK OF PATRICIA BLANCHETTE, M.D. AS LONG AS SHE IS AFFILIATED WITH UCERA, OR IF SHE NO LONGER HAS SUCH AFFILIATION, TO SUPPORT THE GENERAL CLINICAL WORK OF UCERA. THE PERMANENTLY RESTRICTED CONTRIBUTION WAS HELD IN AN OPERATING CASH ACCOUNT AT JUNE 30, 2013 AND INVESTED IN MARKETABLE SECURITIES SUBSEQUENT TO YEAR-END. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X, LINE 2: | ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE UNCERTAIN TAX POSITIONS TO BE RECOGNIZED IN THE FINANCIAL STATEMENTS IF THEY ARE MORE LIKELY THAN NOT TO FAIL UPON REGULATORY EXAMINATION. MANAGEMENT HAS EVALUATED UCERA'S TAX POSTIONS AS OF JUNE 30, 2013 AND 2012 AND FOR THE YEARS THEN ENDED BY REVIEWING ITS INCOME TAX RETURNS AND CONFERRING WITH ITS TAX ADVISORS, AND DETERMINED THAT UCERA HAD NO UNCERTAIN TAX POSITIONS REQUIRED TO BE REPORTED IN ACCORDANCE WITH SUCH GENERALLY ACCEPTED ACCOUNTING PRINCIPLES. THE INCOME TAX RETURNS ARE OPEN FOR EXAMINATION BY THE TAXING AUTHORITIES UNTIL THE STATUTES OF LIMITATIONS EXPIRE. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | DECREASE IN TEMPORARILY RESTRICTED NET ASSETS -81,947. INCREASE IN PERMANENTLY RESTRICTED NET ASSETS 100,262. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (10 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ZALUD IVICA | ||||||||||||||
| DIRECTOR/EMPLOYEE | 190510 | 0 | 53212 | 0 | 0 | 0 | 6573 | 0 | 0 | 0 | 250295 | 0 | 0 | 0 |
| STEINEMANN SUSAN | ||||||||||||||
| DIRECTOR/EMPLOYEE | 231245 | 0 | 15764 | 0 | 0 | 0 | 7340 | 0 | 1200 | 0 | 255549 | 0 | 0 | 0 |
| SAUVAGE LYNNAE | ||||||||||||||
| FORMER DIRECTOR/EMPLOYEE | 162177 | 0 | 191954 | 0 | 0 | 0 | 5787 | 0 | 0 | 0 | 359918 | 0 | 0 | 0 |
| BLANCHETTE PATRICIA AL | ||||||||||||||
| CEO/EMPLOYEE | 248978 | 0 | 0 | 0 | 0 | 0 | 7536 | 0 | 2450 | 0 | 258964 | 0 | 0 | 0 |
| CASSADY SHARMINI K FORMER IN HOUSE | ||||||||||||||
| COUNSEL/CHIEF COMPLIANCE OFFICER | 162884 | 0 | 0 | 0 | 0 | 0 | 5047 | 0 | 13060 | 0 | 180991 | 0 | 0 | 0 |
| CARNEY MICHAEL | ||||||||||||||
| EMPLOYEE | 320722 | 0 | 37214 | 0 | 0 | 0 | 9186 | 0 | 10084 | 0 | 377206 | 0 | 0 | 0 |
| LORENZO CEDRIC SF | ||||||||||||||
| EMPLOYEE | 298516 | 0 | 37352 | 0 | 0 | 0 | 0 | 0 | 7505 | 0 | 343373 | 0 | 0 | 0 |
| BURLINGAME JANET | ||||||||||||||
| EMPLOYEE | 239544 | 0 | 80315 | 0 | 0 | 0 | 7918 | 0 | 0 | 0 | 327777 | 0 | 0 | 0 |
| KIM ROBERT J | ||||||||||||||
| EMPLOYEE | 306315 | 0 | 0 | 0 | 0 | 0 | 9252 | 0 | 7638 | 0 | 323205 | 0 | 0 | 0 |
| TERADA KEITH | ||||||||||||||
| EMPLOYEE | 231496 | 0 | 44267 | 0 | 0 | 0 | 7892 | 0 | 1200 | 0 | 284855 | 0 | 0 | 0 |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | ELMER TAM JR MEMBER OF KAEO RAD | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | FAMILY MEMBER OF ELIZABETH TAM, M.D., CURRENT OFFICER/DIRECTOR | Relationship |
| Amount Of Transaction | 267470 | AmountOfTransaction |
| Description Of Transaction | SERVICES AS CHIEF INFORMATION OFFICER (CONSULTANT). THE PAYMENT TO ELMER TAM, JR. IS TO HIS COMPANY, KAEO RAD, LLC, SOME OF WHICH HE USES TO PAY FOR PERSONNEL COST AND OTHER OPERATING COST OF THE COMPANY. | DescriptionOfTransaction |
| Sharing Of Revenues | 0 | SharingOfRevenues |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 100262 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | METHOD FOR DETERMINING NUMBER OF CONTRIBUTIONS: | Identifier |
| Return Reference | PART I, COLUMN (B): | ReturnReference |
| Explanation | THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS RECEIVED. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| FORM 990, PART I, LINE 6, DESCRIPTION OF VOLUNTEERS: | THE ONLY VOLUNTEERS UTILIZED BY UCERA ARE THE VOLUNTEER BOARD MEMBERS. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE CFO REVIEWS IN DETAIL THE INFORMATION, FIGURES, AND OTHER DETAILS OF THE FORM 990, AND PRESENTS THE FORM 990 TO THE FINANCE COMMITTEE. THE BOARD APPROVES THE 990 PRIOR TO FILING WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION REQUIRES THE BOARD MEMBERS ATTESTATION FOR ANY CONFLICT OF INTEREST ON THE MONTHLY BOARD MEETING. ON AN ANNUAL BASIS THE BOARD MEMBERS SIGN A CONFLICT OF INTEREST STATEMENT AND ARE PROVIDED WITH THE POLICY. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE CEO'S COMPENSATION IS REVIEWED AND APPROVED BY THE BOARD AND COMPENSATION COMMITTEE. NATIONAL COMPARATORS ARE USED, INCLUDING THE MEDICAL GROUP MANAGEMENT ASSOCIATION (MGMA), ASSOCIATION OF THE AMERICAN MEDICAL COLLEGES (AAMC), AND SULLIVAN & COTTER COMPENSATION BENCHMARKS. THIS PROCESS IS DOCUMENTED IN THE PERSONNEL FILE AND WAS LAST UNDERTAKEN IN 2011. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART VII, SECTION A, LINE 1A, REPORTABLE COMPENSATION FROM RELATED ORGANIZATION: MEMBERS OF THE UCERA BOARD ARE NOT COMPENSATED FOR THEIR SERVICE AS BOARD MEMBERS. UCERA BOARD MEMBERS (GUERRERO, HIXON, IZUTSU, MASAKI, ZALUD, STEINEMANN, SAUVAGE (TERM ENDED 12/14/12), AND TAKANISHI (TERM ENDED 6/22/13)) ARE ALSO UCERA EMPLOYEES AND ARE COMPENSATED BY UCERA FOR THEIR WORK AS EMPLOYEES. UCERA BOARD MEMBERS (DRS. BOLAND, HARRIGAN, HEDGES, IZUTSU, KAHOLOKULA, SCHILLER, MASAKI, NAKAMURA, HIXON, ZALUD, STEINEMANN, AND TAM) ARE EMPLOYEES OF RELATED ORGANIZATIONS, THE UNIVERSITY OF HAWAII (UH) JOHN A. BURNS SCHOOL OF MEDICINE AND THE UH SCHOOL OF NURSING, AND ARE COMPENSATED DIRECTLY BY UH FOR THEIR PROFESSIONAL SERVICES AS UH EMPLOYEES. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF HAWAII JOHN A BURNS SCHOOL OF MEDICINE | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 651 ILALO STREET MEB 223 | AddressLine1 |
| City | HONOLULU | City |
| State | HI | State |
| ZIP Code | 96813 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 996000354 | EIN |
| Primary Activities | MEDICAL SCHOOL | PrimaryActivities |
| Legal Domicile State | HI | LegalDomicileState |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Controlled Org | 0 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | 0 | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (2 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| UNIVERSITY OF HAWAII JOHN A BURNS SCHOOL OF MEDICINE | ||
| P | 4473501 | CASH |
| UNIVERSITY OF HAWAII JOHN A BURNS SCHOOL OF MEDICINE | ||
| Q | 356743 | ACCRUAL |
Form990 Schedule R Part VII Form990ScheduleRPartVII (2 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| FORM 990, SCHEDULE R, PART V, LINE 2(1): | REIMBURSEMENT PAID TO JABSOM FOR SALARIES, FRINGE BENEFITS, AND MALPRACTICE INSURANCE. |
| FORM 990, SCHEDULE R, PART V, LINE 2(2): | REIMBURSEMENT TO BE PAID BY JABSOM FOR RENT. |
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