UT MEDICAL GROUP INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- UT MEDICAL GROUP INC (EIN 62-1162462)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-05-15
- IRS object ID
- 201321359349300827
- Schema version
- 2011v1.5
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-15T08:30:28-05:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 274080201 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ MHM THOMPSON DUNAVANT | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5100 POPLAR AVENUE THIRTIETH FLOOR | AddressLine1 |
| City | MEMPHIS | City |
| State | TN | State |
| ZIP Code | 38137 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 621162462 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UT MEDICAL GROUP INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | UTME | NameControl |
| Phone | 9018668015 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1407 UNION AVENUE NO 700 | AddressLine1 |
| City | MEMPHIS | City |
| State | TN | State |
| ZIP Code | 381043641 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | J LACEY SMITH MD | Name |
| Title | CEO | Title |
| Phone | 9018668015 | Phone |
| Date Signed | 2013-05-14 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARK E GROCHAU | Name |
| PTIN | P00235252 | PTIN |
| Phone | 9016855575 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | J LACEY SMITH MD | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1407 UNION AVESUITE 700 | AddressLine1 |
| City | MEMPHIS | City |
| State | TN | State |
| ZIP Code | 381043641 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 126907677 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.UTMEDICALGROUP.COM | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1983 | YearFormation |
| State Legal Domicile | TN | StateLegalDomicile |
| Activity Or Mission Description | DELIVERY OF HEALTH CARE BY THE FACULTY PHYSICIANS OF THE UNIVERSITY OF TENNESSEE HEALTH SCIENCE CENTER COLLEGE OF MEDICINE. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 15 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 4 | NbrIndependentVotingMembers |
| Total Nbr Employees | 1310 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 5008949 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -591872 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 0 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 124699653 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 120014237 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 543098 | InvestmentIncomePriorYear |
| Investment Income Current Year | 13671 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 1925761 | OtherRevenuePriorYear |
| Other Revenue Current Year | 6861484 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 127168512 | TotalRevenuePriorYear |
| Total Revenue Current Year | 126889392 | 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 | 86489794 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 87324130 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 38351093 | OtherExpensePriorYear |
| Other Expenses Current Year | 36625001 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 124840887 | TotalExpensesPriorYear |
| Total Expenses Current Year | 123949131 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 2327625 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 2940261 | RevenuesLessExpensesCY |
| Total Assets BOY | 66150602 | TotalAssetsBOY |
| Total Assets EOY | 67087792 | TotalAssetsEOY |
| Total Liabilities BOY | 32421795 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 30594973 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 33728807 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 36492819 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE MISSION OF UT MEDICAL GROUP, INC. IS TO DELIVER HIGH QUALITY HEALTH AND MEDICAL SERVICES THROUGH: - LEADING EDGE CLINICAL PRACTICE IN AN ACADEMIC SETTING, - EXCELLENCE IN SERVICE AND SATISFACTION, AND - AVAILABILITY, ACCESSIBILITY, AND CONVENIENCE FOR THE PATIENTIN SUPPORT OF THE COLLEGE OF MEDICINE OF THE UNIVERSITY OF TENNESSEE HEALTH SCIENCE CENTER. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 99995860 | Expense |
| Revenue | 121866772 | Revenue |
| Description | UT MEDICAL GROUP, INC. (THE GROUP) IS A NONPROFIT EDUCATIONAL, RESEARCH AND CHARITABLE ORGANIZATION INCORPORATED IN THE STATE OF TENNESSEE WHOSE ACTIVITIES ENCOMPASS THE DELIVERY OF HEALTH CARE BY THE FACULTY OF THE COLLEGE OF MEDICINE OF THE UNIVERSITY OF TENNESSEE HEALTH SCIENCE CENTER (UTHSC). THE GROUP OPERATES UNDER AN AFFILIATION AGREEMENT WITH UTHSC AND PROVIDES COMPREHENSIVE, HIGH QUALITY, MULTI-SPECIALTY HEALTH CARE TO ALL PATIENTS WHILE FULFILLING THE ACADEMIC, TEACHING AND RESEARCH RESPONSIBILITIES OF THE PROFESSIONAL EMPLOYEES (FACULTY PHYSICIANS).THE GROUP IS COMPOSED OF EIGHTEEN CLINICAL DEPARTMENTS AND CERTAIN ANCILLARY AND ADMINISTRATIVE DEPARTMENTS. THE CLINICAL DEPARTMENTS INCLUDE ADULT CARDIOVASCULAR INSTITUTE, ANESTHESIOLOGY, EMERGENCY MEDICINE, FAMILY MEDICINE, INTERVENTIONAL RADIOLOGY, MEDICINE, NEONATOLOGY, NEUROLOGY, OBSTETRICS AND GYNECOLOGY, OPHTHALMOLOGY, OTOLARYNGOLOGY, PLASTIC SURGERY, PRIMARY CARE, PSYCHIATRY, RADIOLOGY, SURGERY, SOLID ORGAN TRANSPLANT INSTITUTE, AND UROLOGY.THE RANGE OF SERVICES PROVIDED BY THE CLINICAL DEPARTMENTS INCLUDES PRIMARY CARE, SPECIALTY CONSULTATIONS, SUBSPECIALTY PROCEDURES AND DIAGNOSTIC EVALUATIONS, SURGICAL PROCEDURES (INCLUDING A TRANSPLANT PROGRAM) AND EMERGENCY CARE. HEALTH CARE SERVICES ARE DELIVERED IN NUMEROUS HOSPITAL AND CLINIC SETTINGS, INCLUDING INPATIENT AND OUTPATIENT CARE AT THE REGIONAL MEDICAL CENTER AT MEMPHIS (THE MED), LE BONHEUR CHILDREN'S HOSPITAL, MEMPHIS VA MEDICAL CENTER, METHODIST UNIVERSITY HOSPITAL, ST. JUDE CHILDREN'S RESEARCH HOSPITAL, ST. FRANCIS HOSPITAL, BAPTIST MEMORIAL HOSPITALS, AND OTHER LOCAL COMMUNITY HOSPITALS. THE GROUP'S FACULTY PHYSICIANS PROVIDE HEALTH CARE SERVICES TO PATIENTS OF THE CENTERS OF EXCELLENCE AT THE MED. THE CENTERS OF EXCELLENCE INCLUDE THE FOLLOWING: TRAUMA CENTER, BURN CENTER, WOUND CARE CENTER, HIGH RISK OBSTETRICS CENTER, NEWBORN CENTER, ADULT SPECIAL CARE, AND SICKLE CELL CENTER.DURING THE YEAR ENDED JUNE 30, 2012, THE GROUP HAD 658,000 PATIENT ENCOUNTERS IN INPATIENT, OUTPATIENT, AND CLINICAL SETTINGS. THE TRANSPLANT INSTITUTE SURGEONS PERFORMED 285 TRANSPLANTS DURING THE YEAR, INCLUDING TRANSPLANTS OF 138 LIVERS, 137 KIDNEYS, AND 10 PANCREASES. GROUP PHYSICIANS HAD 44,000 TRAUMA PATIENT ENCOUNTERS AT THE MED'S LEVEL ONE TRAUMA CENTER. GROUP PHYSICIANS WERE INVOLVED IN THE DELIVERIES OF OVER 3,800 BABIES AND COVERED OVER 31,000 SICK BABY DAYS IN THE MED'S NEWBORN CENTER AND AT LE BONHEUR CHILDREN'S HOSPITAL IN ADDITION TO 6,500 DAYS IN THE MED'S WELL BABY NURSERY.THE MEDICAL SERVICES PROVIDED BY THE GROUP ARE AVAILABLE TO THE COMMUNITY AS A WHOLE WITHOUT REGARD TO ABILITY TO PAY. MEDICARE, MEDICAID, AND TENNCARE PATIENTS ARE ACCEPTED. THE GROUP HAS AN AGREEMENT WITH THE MED, WHICH IS THE PUBLIC SAFETY NET HOSPITAL OF SHELBY COUNTY, TENNESSEE, THAT PROVIDES FOR THE DELIVERY OF PROFESSIONAL SERVICES TO INDIGENT PATIENTS, BOTH INPATIENT AND OUTPATIENT. IN ADDITION TO PATIENTS FROM SHELBY COUNTY, THE FACULTY PHYSICIANS AND OTHER PROFESSIONAL EMPLOYEES OF THE GROUP PROVIDE HEALTH CARE SERVICES TO OUT-OF-STATE RESIDENTS AND RESIDENTS OF FOREIGN COUNTRIES WHO HAVE LIMITED INCOMES. DURING THE YEAR OVER APPROXIMATELY 49 PERCENT OF THE GROUP'S SERVICES WERE PROVIDED TO PATIENTS WITH TENNCARE, MEDICAID OR NO INSURANCE COVERAGE. ANOTHER 25 PERCENT WERE PROVIDED TO MEDICARE PATIENTS. THE PROFESSIONAL EMPLOYEES OF THE GROUP ARE DEDICATED TO THE MEDICAL TRAINING AND EDUCATION OF HEALTH PROFESSIONALS IN CONJUNCTION WITH THE UTHSC COLLEGE OF MEDICINE. ALTHOUGH EDUCATIONAL ACTIVITIES ARE FUNDED PRIMARILY THROUGH THE UTHSC COLLEGE OF MEDICINE, THE GROUP MAKES SIGNIFICANT CONTRIBUTIONS TO THIS EFFORT WITH BOTH PERSONNEL AND FINANCIAL RESOURCES. DURING THE YEAR FACULTY PHYSICIANS WERE INVOLVED IN THE EDUCATION OF PRIMARILY THE THIRD AND FOURTH YEAR MEDICAL STUDENTS (300 OF THE 600 MEDICAL STUDENTS), 195 PRIMARY CARE INTERNS AND RESIDENTS, AND 280 NON-PRIMARY CARE RESIDENTS AND FELLOWS.ALSO IN CONJUNCTION WITH THE UTHSC COLLEGE OF MEDICINE, THE PROFESSIONAL EMPLOYEES OF THE GROUP ENGAGE IN PROGRAMS OF MEDICAL RESEARCH AND EDUCATION THAT PROMOTE THE LONG-TERM HEALTH AND WELFARE OF PATIENTS AND THE GENERAL PUBLIC. THE RESEARCH PROGRAMS FOCUS ON PREVENTION AND TREATMENT OF ILLNESSES AS WELL AS EFFECTS OF DRUGS AND MEDICATIONS ON A VARIETY OF DISEASES AND MEDICAL CONDITIONS.WHILE SERVING AS THE FACULTY PRACTICE PLAN OF THE UTHSC COLLEGE OF MEDICINE, THE LONG-TERM COMMITMENT OF THE GROUP IS TO CONTINUE TO PROVIDE MEDICAL SERVICES TO ANY AND ALL PATIENTS AND TO PROMOTE GOOD HEALTH THROUGH RESEARCH AND EDUCATION. | Description |
| Total Program Service Expense | 99995860 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 0 | 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 | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | 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 | 1 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 1 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 107 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 1310 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| 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 | 15 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 4 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 1 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | 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 | 0 | 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 | 1 | CompensationProcessOther |
| Investment In Joint Venture | 1 | InvestmentInJointVenture |
| Written Policy Or Procedure | 1 | WrittenPolicyOrProcedure |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARY FEDERLINE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 9018668015 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1407 UNION AVENUE SUITE 720 | AddressLine1 |
| City | MEMPHIS | City |
| State | TN | State |
| ZIP Code | 381043641 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (30 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|---|
| ROBERT B CANADA MD | |||||||||
| DIRECTOR | 28.00 | X | 192195 | 105381 | 27055 | ||||
| TIMOTHY C FABIAN MD | |||||||||
| DIRECTOR | 22.00 | X | 217073 | 375961 | 61671 | ||||
| EDITH KELLY-GREEN | |||||||||
| DIRECTOR | 3.00 | X | 12600 | 0 | 0 | ||||
| DAVID MANESS DO | |||||||||
| DIRECTOR | 8.00 | X | 27156 | 282931 | 52404 | ||||
| HERMAN MORRIS JR | |||||||||
| DIRECTOR | 1.00 | X | 8000 | 0 | 0 | ||||
| F ELIZABETH PRITCHARD MD | |||||||||
| DIRECTOR | 24.00 | X | 165864 | 208817 | 33404 | ||||
| RONALD D REDDIN | |||||||||
| DIRECTOR | 3.00 | X | 16000 | 0 | 0 | ||||
| GUY REED III MD | |||||||||
| DIRECTOR | 10.00 | X | 76889 | 406300 | 34446 | ||||
| SRIDHAR SHANKAR MD | |||||||||
| DIRECTOR | 32.00 | X | 410282 | 10250 | 23747 | ||||
| CLAUDETTE SHEPHARD MD | |||||||||
| DIRECTOR | 18.00 | X | 107990 | 172030 | 32213 | ||||
| JAMES LACEY SMITH MD | |||||||||
| DIRECTOR/CEO & CMO | 40.00 | X | 125014 | 219793 | 36324 | X | |||
| DAVID M STERN MD | |||||||||
| DIRECTOR/CHAIRMAN BD OF DIRECTORS | 20.00 | X | 55243 | 292529 | 35657 | X | |||
| JOHN VINES | |||||||||
| DIRECTOR | 3.00 | X | 10000 | 0 | 0 | ||||
| JOHN ZANELLA JR MD | |||||||||
| DIRECTOR | 23.00 | X | 301393 | 170870 | 39611 | ||||
| KENNARD D BROWN JD PHD | |||||||||
| DIRECTOR | 3.00 | X | 0 | 305818 | 51782 | ||||
| JAMES CHRISTIAN FLEMING MD | |||||||||
| ASSOC CMO | 30.00 | 201287 | 167037 | 35446 | X | ||||
| STEPHEN MILLER MD | |||||||||
| ASSOC CMO | 20.00 | 48733 | 129517 | 22538 | X | ||||
| RICHARD O BAER | |||||||||
| CHIEF OPERATING OFFICER | 40.00 | 140865 | 0 | 11137 | X | ||||
| RAZA DILAWARI MD | |||||||||
| ASSOC CMO | 40.00 | 222078 | 221218 | 33760 | X | ||||
| BRENDA H JETER | |||||||||
| CHIEF FINANCIAL OFFICER | 40.00 | 224746 | 0 | 10363 | X | ||||
| CHARLES E WOEPPEL | |||||||||
| CHIEF OPERATING OFFICER | 40.00 | 0 | 0 | 0 | X | ||||
| RENEE TRAMMELL | |||||||||
| VICE PRES/PRACTICE DEVELOPMENT | 40.00 | 169489 | 0 | 8954 | X | ||||
| JILL A TRUITT | |||||||||
| VICE PRES & CHIEF INFO OFF | 40.00 | 212821 | 0 | 5676 | X | ||||
| JAMES D EASON MD | |||||||||
| PHYSICIAN | 30.00 | 918828 | 33870 | 21516 | X | ||||
| PRANAB DAS MD | |||||||||
| PHYSICIAN | 36.00 | 637418 | 79750 | 30335 | X | ||||
| PYONGSOO YOON MD | |||||||||
| PHYSICIAN | 36.00 | 618190 | 8583 | 19800 | X | ||||
| SANTHOSH KOSHY MD | |||||||||
| PHYSICIAN | 32.00 | 510253 | 51050 | 27465 | X | ||||
| G PHILLIP SCHOETTLE JR MD | |||||||||
| PHYSICIAN | 34.00 | 677981 | 27535 | 24693 | X | ||||
| STEVE J SCHWAB MD | |||||||||
| FORMER DIRECTOR/CHAIRMAN BD OF DIRECTORS | 8.00 | 3021 | 555500 | 33515 | X | ||||
| STEVEN H BURKETT | |||||||||
| FORMER PRESIDENT AND CEO | 40.00 | 397604 | 0 | 14369 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 6709013 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 3824740 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 727881 | TotalOtherCompensation |
| Number Individuals GT100 K | 202 | NumberIndividualsGT100K |
| Formers Listed | 1 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| NETRIX | |||||
| 2801 LAKESIDE DRIVE 3RD FLOOR | BANNOCBUM | IL | 60015 | INFO TECHNOLOGY & MX | 609530 |
| MICROSOFT LICENSING GP | |||||
| 6100 NEIL ROAD SUITE 210 | RENO | NV | 89511 | SOFTWARE LICENSING | 438588 |
| MID-SOUTH OBGYN GROUP | |||||
| 6215 HUMPHREYS BLVD STE 100 | MEMPHIS | TN | 38120 | IN HOUSE CALL COVERAGE FOR OB SERVICES | 200000 |
| CHARLES R JACKSON | |||||
| 723 FOREST LAKE DRIVE | MEMPHIS | TN | 38118 | PRINTING & MAILING STATEMENTS | 181327 |
| CBIZ MHM THOMPSON DUNAVANT | |||||
| 5100 POPLAR AVENUE 30TH FLOOR | MEMPHIS | TN | 38137 | ACCOUNTING/AUDIT | 142695 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 6 | NumberOfContractorsGT100K |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PROGRAM SERVICE | Description |
| Business Code | 621110 | BusinessCode |
| Total Revenue Column | 120014237 | TotalRevenueColumn |
| Related Or Exempt Function Income | 120014237 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 120014237 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 26706 | TotalRevenueColumn |
| Exclusion | $26,706 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 5250 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 18285 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -13035 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -13035 | TotalRevenueColumn |
| Exclusion | -$13,035 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Unrelated Business RevenueUnrelatedBusinessRevenue | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|---|
| UNIVERSITY PRACTICE MA | 561110 | 5008949 | 5008949 | |
| INVESTMENT IN UTMG NEP | 900000 | 1850824 | 1850824 | |
| INVESTMENT IN MID-SOUT | 900000 | 1711 | 1711 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 6861484 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 126889392 | TotalRevenueColumn |
| Related Or Exempt Function Income | 121866772 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 5008949 | UnrelatedBusinessRevenue |
| Exclusion | $13,671 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3325106 | Total |
| Program Services | 1843078 | ProgramServices |
| Management And General | 1482028 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 74684030 | Total |
| Program Services | 64046196 | ProgramServices |
| Management And General | 10637834 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 927340 | Total |
| Program Services | 642598 | ProgramServices |
| Management And General | 284742 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4364368 | Total |
| Program Services | 3033109 | ProgramServices |
| Management And General | 1331259 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4023286 | Total |
| Program Services | 3180199 | ProgramServices |
| Management And General | 843087 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 212366 | Total |
| Management And General | 212366 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 144965 | Total |
| Management And General | 144965 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4971915 | Total |
| Program Services | 2678580 | ProgramServices |
| Management And General | 2293335 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 330856 | Total |
| Program Services | 255565 | ProgramServices |
| Management And General | 75291 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6006096 | Total |
| Program Services | 4772102 | ProgramServices |
| Management And General | 1233994 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3260824 | Total |
| Program Services | 1874416 | ProgramServices |
| Management And General | 1386408 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 324190 | Total |
| Program Services | 241365 | ProgramServices |
| Management And General | 82825 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 304618 | Total |
| Program Services | 259927 | ProgramServices |
| Management And General | 44691 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2987636 | Total |
| Program Services | 1695257 | ProgramServices |
| Management And General | 1292379 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4236777 | Total |
| Program Services | 4102579 | ProgramServices |
| Management And General | 134198 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| BAD DEBT EXPENSE | 5271522 | 5271522 | |
| REPAIRS & MAINTENANCE | 3978830 | 1524590 | 2454240 |
| UT COM EDUC FND SUPPORT | 1908536 | 1908536 | |
| DUES & SUBSCRIPTIONS | 609644 | 489045 | 120599 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2076226 | Total |
| Program Services | 2177196 | ProgramServices |
| Management And General | -100970 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 123949131 | Total |
| Program Services | 99995860 | ProgramServices |
| Management And General | 23953271 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 29564 | BOY |
| EOY | -55071 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20151148 | BOY |
| EOY | 23930990 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12486483 | BOY |
| EOY | 11670337 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 145000 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 248796 | BOY |
| EOY | 257646 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4571791 | BOY |
| EOY | 3132240 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 49452997 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 24837302 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25771570 | BOY |
| EOY | 24615695 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2891250 | BOY |
| EOY | 3390955 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 66150602 | BOY |
| EOY | 67087792 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16013846 | BOY |
| EOY | 15172615 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4742 | BOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13370000 | BOY |
| EOY | 12625000 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 965637 | BOY |
| EOY | 788245 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2067570 | BOY |
| EOY | 2009113 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 32421795 | BOY |
| EOY | 30594973 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 33728807 | BOY |
| EOY | 36492819 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 33728807 | BOY |
| EOY | 36492819 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 66150602 | BOY |
| EOY | 67087792 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 2940261 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -176249 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital170b1 Aiii | X | Hospital170b1Aiii |
Schedule D IRS990ScheduleD
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3362185 | OtherCostOrOtherBasis |
| Book Value | 3362185 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 20225509 | OtherCostOrOtherBasis |
| Depreciation | 5503235 | Depreciation |
| Book Value | 14722274 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3646823 | OtherCostOrOtherBasis |
| Depreciation | 1501598 | Depreciation |
| Book Value | 2145225 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 22208870 | OtherCostOrOtherBasis |
| Depreciation | 17832469 | Depreciation |
| Book Value | 4376401 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 9610 | OtherCostOrOtherBasis |
| Book Value | 9610 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 24615695 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (3 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| OTHER RECEIVABLES | 4750 |
| DUE FROM AFFILIATE | 322575 |
| OTHER LONG TERM ASSETS | 3063630 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 3390955 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER LONG TERM LIABILITIES | Description |
| Amount | $2,009,113 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 2009113 | TotalOfAmounts |
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 (25 entries)
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ROBERT B CANADA MD | |||||||||||||
| 183729 | 104681 | 8466 | 0 | 0 | 700 | 3832 | 16262 | 1297 | 5664 | 197324 | 127307 | 0 | 0 |
| TIMOTHY C FABIAN MD | |||||||||||||
| 208073 | 372961 | 9000 | 0 | 0 | 3000 | 4265 | 40288 | 2465 | 14653 | 223803 | 430902 | 0 | 0 |
| DAVID MANESS DO | |||||||||||||
| 22156 | 282531 | 5000 | 0 | 0 | 400 | 517 | 37130 | 104 | 14653 | 27777 | 334714 | 0 | 0 |
| F ELIZABETH PRITCHARD MD | |||||||||||||
| 156637 | 206817 | 9227 | 0 | 0 | 2000 | 3300 | 21902 | 2538 | 5664 | 171702 | 236383 | 0 | 0 |
| GUY REED III MD | |||||||||||||
| 76889 | 406000 | 0 | 0 | 0 | 300 | 1512 | 26482 | 788 | 5664 | 79189 | 438446 | 0 | 0 |
| SRIDHAR SHANKAR MD | |||||||||||||
| 401432 | 10250 | 8850 | 0 | 0 | 0 | 4900 | 1625 | 2569 | 14653 | 417751 | 26528 | 0 | 0 |
| CLAUDETTE SHEPHARD MD | |||||||||||||
| 101306 | 171030 | 6684 | 0 | 0 | 1000 | 2150 | 18455 | 11608 | 0 | 121748 | 190485 | 0 | 0 |
| JAMES LACEY SMITH MD | |||||||||||||
| 125014 | 217893 | 0 | 0 | 0 | 1900 | 2441 | 32771 | 1112 | 0 | 128567 | 252564 | 0 | 0 |
| DAVID M STERN MD | |||||||||||||
| 55243 | 292529 | 0 | 0 | 0 | 0 | 1082 | 25882 | 311 | 8382 | 56636 | 326793 | 0 | 0 |
| JOHN ZANELLA JR MD | |||||||||||||
| 298393 | 167870 | 3000 | 0 | 0 | 3000 | 4900 | 17728 | 5155 | 11828 | 311448 | 200426 | 0 | 0 |
| KENNARD D BROWN JD PHD | |||||||||||||
| 0 | 304518 | 0 | 0 | 0 | 1300 | 0 | 37129 | 0 | 14653 | 0 | 357600 | 0 | 0 |
| JAMES CHRISTIAN FLEMING MD | |||||||||||||
| 192513 | 165637 | 8774 | 0 | 0 | 1400 | 3947 | 17906 | 1745 | 11848 | 206979 | 196791 | 0 | 0 |
| STEPHEN MILLER MD | |||||||||||||
| 48733 | 129517 | 0 | 0 | 0 | 0 | 933 | 13302 | 405 | 7898 | 50071 | 150717 | 0 | 0 |
| RICHARD O BAER | |||||||||||||
| 139165 | 0 | 0 | 0 | 1700 | 0 | 2849 | 0 | 8288 | 0 | 152002 | 0 | 0 | 0 |
| RAZA DILAWARI MD | |||||||||||||
| 220078 | 221218 | 2000 | 0 | 0 | 0 | 4328 | 17962 | 1733 | 9737 | 228139 | 248917 | 0 | 0 |
| BRENDA H JETER | |||||||||||||
| 222646 | 0 | 0 | 0 | 2100 | 0 | 4443 | 0 | 5920 | 0 | 235109 | 0 | 0 | 0 |
| RENEE TRAMMELL | |||||||||||||
| 169489 | 0 | 0 | 0 | 0 | 0 | 3384 | 0 | 5570 | 0 | 178443 | 0 | 0 | 0 |
| JILL A TRUITT | |||||||||||||
| 212421 | 0 | 0 | 0 | 400 | 0 | 4309 | 0 | 1367 | 0 | 218497 | 0 | 0 | 0 |
| JAMES D EASON MD | |||||||||||||
| 868828 | 33370 | 50000 | 0 | 0 | 500 | 4900 | 5650 | 2492 | 8474 | 926220 | 47994 | 0 | 0 |
| PRANAB DAS MD | |||||||||||||
| 499467 | 79450 | 137951 | 0 | 0 | 300 | 4900 | 8575 | 2207 | 14653 | 644525 | 102978 | 0 | 0 |
| PYONGSOO YOON MD | |||||||||||||
| 618190 | 8583 | 0 | 0 | 0 | 0 | 4900 | 858 | 1823 | 12219 | 624913 | 21660 | 0 | 0 |
| SANTHOSH KOSHY MD | |||||||||||||
| 510117 | 50750 | 136 | 0 | 0 | 300 | 4900 | 5705 | 2207 | 14653 | 517360 | 71408 | 0 | 0 |
| G PHILLIP SCHOETTLE JR MD | |||||||||||||
| 670385 | 27135 | 7596 | 0 | 0 | 400 | 4900 | 2754 | 2386 | 14653 | 685267 | 44942 | 0 | 0 |
| STEVE J SCHWAB MD | |||||||||||||
| 3021 | 555000 | 0 | 0 | 0 | 500 | 35 | 26482 | 1334 | 5664 | 4390 | 587646 | 0 | 0 |
| STEVEN H BURKETT | |||||||||||||
| 394604 | 0 | 0 | 0 | 3000 | 0 | 4900 | 0 | 9469 | 0 | 411973 | 0 | 0 | 0 |
Schedule L IRS990ScheduleL
Loan Table LoanTable (2 entries)
| Purpose Of LoanPurposeOfLoan | Loan From OrganizationLoanFromOrganization | Original PrincipalOriginalPrincipalAmount | Balance DueBalanceDue | DefaultDefault | Approved By BoardApprovedByBoard | Written AgreementWrittenAgreement |
|---|---|---|---|---|---|---|
| DAVID M STERN MD | ||||||
| SEE BELOW | X | $30,000 | 20000 | 0 | 0 | 1 |
| PYONGSOO D YOON MD | ||||||
| SEE BELOW | X | $125,000 | 125000 | 0 | 0 | 1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | 145000 | TotalBalanceDue |
Form990 Schedule L Part V Form990ScheduleLPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | DAVID M. STERN, MD WAS RECRUITED TO UT MEDICAL GROUP, INC. AND THE UNIVERSITY OF TENNESSEE HEALTH SCIENCE CENTER (UTHSC)IN 2011 TO BECOME THE NEW EXECUTIVE DEAN OF THE UTHSC COLLEGE OF MEDICINE AND CHAIRMAN OF THE BOARD OF UT MEDICAL GROUP INC. AS PART OF HIS COMPENSATION PACKAGE AND WITH THE APPROVAL OF THE CHANCELLOR OF UTHSC AND THE EXECUTIVE LEADERSHIP OF UT MEDICAL GROUP INC., DR. STERN RECEIVED A $30,000 RECRUITMENT INCENTIVE THAT IS TREATED AS A LOAN UNDER A SIGNED, FULLY EXECUTED MEMORANDUM OF OBLIGATION, WHICH CONTAINS CONDITIONS UNDER WHICH THE AMOUNT WILL BE FORGIVEN (AS A 3-YEAR RETENTION INCENTIVE) AND REPAYMENT TERMS IN THE EVENT THE CONDITIONS ARE NOT MET.PYONGSOO D. YOON, MD WAS RECRUITED TO UT MEDICAL GROUP INC. AND THE UNIVERSITY OF TENNESSEE HEALTH SCIENCE CENTER (UTHSC)IN 2011 TO BECOME THE SURGICAL DIRECTOR OF THE ADULT CARDIOVASCULAR INSTITUTE. AS PART OF HIS COMPENSATION PACKAGE AND WITH THE APPROVAL OF THE CHANCELLOR OF UTHSC AND THE EXECUTIVE LEADERSHIP OF UT MEDICAL GROUP INC., DR. YOON RECEIVED A $125,000 RECRUITMENT INCENTIVE THAT IS TREATED AS A LOAN UNDER A SIGNED FULLY EXECUTED MEMORANUM OF OBLIGATION, WHICH CONTAINS CONDITIONS UNDER WHICH THE AMOUNT WILL BE FORGIVEN (AS A 4-YEAR RETENTION INCENTIVE) AND REPAYMENT TERMS IN THE EVENT THE CONDITIONS ARE NOT MET. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (10 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 4 | ON NOVEMBER 29, 2011, THE UT MEDICAL GROUP, INC. (UTMG) BOARD OF DIRECTORS APPROVED REVISIONS TO THE CORPORATE BYLAWS. THE MAJOR REVISIONS WERE ASSOCIATED WITH THE NUMBER AND COMPOSITION OF THE BOARD OF DIRECTORS AND SEVERAL OF THE BOARD-LEVEL COMMITTEES, INCLUDING THE AUDIT AND COMPLIANCE COMMITTEE, TO BROADEN THE KNOWLEDGE BASE, SUPPORT, AND LEADERSHIP OF THE GOVERNING BODY. IN ADDITION, AMENDING THE BYLAWS PERMITTED THE INCLUSION OF NEW LANGUAGE AND REQUIREMENTS OF THE CURRENT TENNESSEE NONPROFIT CORPORATION ACT. | |
| FORM 990, PART VI, SECTION A, LINE 6 | ACCORDING TO ARTICLE II, SECTION 1 OF THE BYLAWS: THOSE PHYSICIANS WHO ARE DULY LICENSED TO PRACTICE MEDICINE IN THE STATE OF TENNESSEE AND THOSE CLINICAL PSYCHOLOGISTS WHO ARE DULY LICENSED IN THE STATE OF TENNESSEE, WHO HAVE BEEN APPOINTED TO FACULTY OF THE UNIVERSITY OF TENNESSEE HEALTH SCIENCE CENTER (UTHSC),COLLEGE OF MEDICINE, WHO ARE FULL TIME EMPLOYEES PURSUANT TO WRITTEN EMPLOYMENT AGREEMENTS WITH THE GROUP AND WHO HAVE OBTAINED AND MAINTAIN CREDENTIALED STATUS AS A PRACTITIONER OF THE GROUP IN ACCORDANCE WITH THE POLICIES OF THE BOARD OF DIRECTORS AND THE GROUP'S PROVIDER CREDENTIALING AND ENROLLMENT DEPARTMENT, SHALL BE MEMBERS OF THE GROUP. | |
| FORM 990, PART VI, SECTION A, LINE 7A | ACCORDING TO THE BYLAWS: THE MEMBERS OF THE GROUP ANNUALLY SHALL ELECT THE MEMBER DIRECTORS WHO WILL SERVE ON THE BOARD OF DIRECTORS AT AN ELECTION HELD IN ACCORDANCE WITH SECTION 3.3 OF ARTICLE III OF THE BYLAWS. | |
| FORM 990, PART VI, SECTION A, LINE 7B | ACCORDING TO THE BYLAWS: THE MEMBERS SHALL ALSO HAVE THE RIGHT TO APPROVE OR DISAPPROVE THE DECISION OF THE BOARD OF DIRECTORS TO MERGE, LIQUIDATE, DISSOLVE OR TERMINATE THE GROUP, BY A VOTE OF TWO THIRDS (2/3) OF THE MEMBERS PRESENT OR REPRESENTED AT SUCH MEETING. THE MEMBERS SHALL ALSO HAVE THE RIGHT TO VOTE UPON SUCH MATTERS AS MAY BE PRESENTED TO THEM FROM TIME TO TIME BY THE BOARD OF DIRECTORS OR UPON SUCH MATTERS AS MAY BE PRESENTED BY A MAJORITY OF THE MEMBERS PRESENT OR REPRESENTED AT ANY ANNUAL OR SPECIAL MEETING OF THE MEMBERS; PROVIDED, HOWEVER, THAT ANY SUCH MATTERS ARE NOT VESTED EXCLUSIVELY, DIRECTLY OR INDIRECTLY, WITH THE BOARD OF DIRECTORS. | |
| FORM 990, PART VI, SECTION B, LINE 11 | UTMG'S BOARD OF DIRECTORS HAS DELEGATED THE 990 REVIEW PROCESS TO THE AUDIT AND COMPLIANCE COMMITTEE, WHICH IS A COMMITTEE OF THE BOARD. THIS COMMITTEE REVIEWS UTMG'S 990 & 990-T AND APPROVES THE RETURNS BEFORE THEY ARE SIGNED BY THE CHIEF EXECUTIVE OFFICER AND SUBMITTED TO THE IRS. | |
| FORM 990, PART VI, SECTION B, LINE 12C | ANNUALLY THE OFFICERS AND DIRECTORS OF UT MEDICAL GROUP, INC. (UTMG) RECEIVE UTMG'S CONFLICT OF INTEREST POLICY AND A FORM TO COMPLETE AND SIGN ACKNOWLEDGING THAT THEY HAVE READ, UNDERSTAND, AND AGREE TO COMPLY WITH THE CONFLICT OF INTEREST POLICY. IN THE EVENT A POTENTIAL CONFLICT OF INTEREST WITH ANY OFFICER OR DIRECTOR ARISES, THE PROCESS FOR DISCLOSING THE ACTUAL OR POSSIBLE CONFLICT, DETERMINING IF ONE EXISTS, AND ADDRESSING A CONFLICT IS INCLUDED IN THE CONFLICT OF INTEREST POLICY AND IS FOLLOWED. | |
| FORM 990, PART VI, SECTION B, LINE 15 | ACCORDING TO THE UT MEDICAL GROUP, INC. (UTMG) BYLAWS, THE COMPENSATION COMMITTEE OF THE UTMG BOARD OF DIRECTORS IS RESPONSIBLE FOR "APPROVING THE COMPENSATION OF THE EXECUTIVE STAFF AND APPLICABLE DIRECTORS OF THE GROUP. THE COMPENSATION COMMITTEE SHALL AT THE DIRECTION OF THE BOARD OF DIRECTORS REVIEW THE SYSTEM OF COMPENSATION OF THE GROUP'S MEMBERS AND OTHER PROFESSIONAL EMPLOYEES." THE COMPENSATION COMMITTEE IS COMPOSED OF THREE (3) VOTING MEMBERS, ALL OF WHOM ARE INDEPENDENT, OUTSIDE DIRECTORS, AND THREE (3) NONVOTING MEMBERS, INCLUDING THE CHAIRMAN OF THE BOARD AND TWO OTHER DIRECTORS. DURING THE REPORTING PERIOD THE COMPENSATION COMMITTEE MET AS OFTEN AS NEEDED AND, UTILIZING COMPENSATION MARKET SURVEY DATA, REVIEWED AND APPROVED SALARIES OF THE CHIEF EXECUTIVE OFFICER, OTHER EXECUTIVE OFFICERS, AND KEY EMPLOYEES. ACTIONS OF THE COMMITTEE WERE DOCUMENTED CONTEMPORANEOUSLY. | |
| FORM 990, PART VI, SECTION C, LINE 19 | FORMS 1023, 990, AND 990-T ARE MADE AVAILABLE UPON REQUEST. PAPER COPIES OF THE SPECIFIC DOCUMENTS ARE FORWARDED TO THE REQUESTING INDIVIDUALS. FORMS 990 AND 990-T ARE ALSO AVAILABLE ON GUIDESTAR.ORG. THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE UPON REQUEST. PAPER COPIES OF THE SPECIFIC DOCUMENTS ARE FORWARDED TO THE REQUESTING INDIVIDUALS. THE ORGANIZATION MAKES ITS FINANCIAL STATEMENTS AVAILABLE TO THOSE ENTITIES WITH A BUSINESS NEED. | |
| FORM 990, PART XI, LINE 5: | UTMG NEPHROLOGY ADJUSTMENTS -174,538. MSPS K-1 -1,711. TOTAL TO FORM 990, PART XI, LINE 5: -176,249. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| PART XII, LINE 2C | NO CHANGE FROM PRIOR YEAR |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY PRACTICE MANAGEMENT | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1407 UNION AVENUE SUITE 700 | AddressLine1 |
| City | MEMPHIS | City |
| State | TN | State |
| ZIP Code | 38104 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 273733656 | EIN |
| Primary Activities | PROVIDE BILLING & ADMIN SERVICES TO OTHER ACADEMIC MEDICAL PRACTICES | PrimaryActivities |
| Legal Domicile State | TN | LegalDomicileState |
| Total Income | 5008949 | TotalIncome |
Form990 Schedule R Part II Form990ScheduleRPartII (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Controlled OrgControlledOrg | Public Charity StatusPublicCharityStatus |
|---|---|---|---|---|---|---|---|---|
| UTHSC COLLEGE OF MEDICINE | ||||||||
| 910 MADISON | MEMPHIS | TN | 38163 | 626001636 | TN | 170(C) | 0 | |
| INTERVENTIONAL ASSOCIATES OF MEMPHIS PC | ||||||||
| 1407 UNION AVENUE SUITE 700 | MEMPHIS | TN | 381043641 | 201082435 | TN | 501 (C)(3) | 0 | LINE 1 |
Form990 Schedule R Part III Form990ScheduleRPartIII
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UTMG NEPHROLOGY LLC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1407 UNION AVENUE | AddressLine1 |
| City | MEMPHIS | City |
| State | TN | State |
| ZIP Code | 38104 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 271561248 | EIN |
| Primary Activity | RENAL DIALYSIS CENTER | PrimaryActivity |
| Legal Domicile State | TN | LegalDomicileState |
| Predominant Income Type | RELATED | PredominantIncomeType |
| Share Of Total Income | 1850838 | ShareOfTotalIncome |
| Share Of EOY Assets | 1893302 | ShareOfEOYAssets |
| Disproportionate Allocations | 0 | DisproportionateAllocations |
| General Or Managing Partner | 0 | GeneralOrManagingPartner |
| Percentage Ownership | 0.70000 | PercentageOwnership |
| 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 |
| 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 | 1 | 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 | 1 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (4 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved |
|---|---|
| UNIVERSITY OF TN | |
| J | 156926 |
| UNIVERSITY OF TN | |
| O | 4809786 |
| UNIVERSITY OF TN | |
| P | 741684 |
| UNIVERSITY OF TN-COLLEGE OF MED EDUCATION FUND SUPPORT | |
| Q | 1908536 |
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