2012-05-15T08:03:18-05:00 2011-06-30 Deloitte Tax LLP 250 East Fifth Street Suite 1900 Cincinnati OH 45202 990 2010-07-01 311435820 UC Health UCHE 5135856000 3200 Burnet Avenue Cincinnati OH 45229 Hugh R Hinds Jr 5135856000 2012-05-14 1 James W Sowar 5137847100 2010 2016-02-24 21:20:13Z Hugh R Hinds Jr 3200 Burnet Avenue Cincinnati OH 45229 146682341 0 X www.uchealth.com X 1996 OH UC Health provides services and support to a health system serving the Greater Cincinnati area. Additionally, it provides governance, management oversight, and strategic leadership to enable the members of UC Health to focus resources on achieving their charitable missions. 8 8 938 8 4337454 -867050 0 1248177 117260873 120994469 14143880 11967076 7066375 11845001 138471128 146054723 0 898661 0 0 71719973 71463460 0 0 0 148168152 59284307 219888125 131646428 -81416997 14408295 373566050 559501277 430971599 543752354 -57405549 15748923 X UC Health provides services and support to a health system serving the greater Cincinnati area. Additionally, it provides governance, management oversight, and strategic leadership to enable the members of UC Health to focus resources on achieving their charitable missions. 0 0 100569089 898661 119525710 Provision of management services to area hospitals to utilize economies of scale, share expert knowledge and skills, in order to promote and provide quality health care to the community. 314500 Community building activities include the cost of programs that improve the physical environment, promote economic development, support community businesses and other organizations and develop leadership and other skills to benefit the community. 74300 Financial contributions of cash and in-kind donations on behalf of the poor and needy to community agencies and to special system-wide funds used for charitable activities as well as resources contributed directly to programs for efforts on behalf of the poor and needy. 8885 Community Benefit Operations - Expenses $ 8,885. 8885 100966774 1 1 0 0 0 0 0 0 0 1 0 0 1 1 0 0 1 0 0 0 0 0 0 1 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 736 0 1 938 1 1 1 1 CJ 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 1 1 X Hugh R Hinds Jr 5135858720 3200 Burnet Avenue Cincinnati OH 45229 George L Strike 5.00 X 0 0 0 C Francis Barrett Esq 5.00 X 0 0 0 Margaret E Buchanan start 910 5.00 X 0 0 0 Joseph Broderick MD start 910 5.00 X 0 0 0 Rev Damon Lynch Jr start 910 5.00 X 0 0 0 Myles Pensak MD start 910 5.00 X 0 0 0 Creighton B Wright MD start 910 5.00 X 0 0 0 Jeffrey L Wyler start 910 5.00 X 0 0 0 Elliott Fegelman MD end 910 5.00 X 0 0 0 Raymond Grady end 910 5.00 X 0 0 0 Jeffrey Susman MD end 910 5.00 X 0 0 0 James Kingsbury start 810 60.00 X 330603 0 -9170 Hugh R Hinds Jr 60.00 X 486111 0 102958 Carmela Horan end 810 60.00 X 55172 0 21743 Faheemah Muhammad start 810 60.00 X 27978 0 6301 Douglas Arvin start 2011 60.00 X 259697 0 36760 Karen Bankston end 611 60.00 X 343867 0 -25869 Nancy Barone 60.00 X 237796 0 63555 Joseph Bateman MD 60.00 X 320721 0 27472 Jay Brown 60.00 X 260132 0 13775 Anthony Condia 60.00 X 183080 0 11014 Tom Daskalakis start 111 60.00 X 0 0 0 Terrence Dunn start 611 60.00 X 120187 0 7741 Michael Edwards MD start 1010 60.00 X 0 0 0 Deborah Endres 60.00 X 400006 0 132890 Andrew Filak Jr MD start 411 60.00 X 0 0 0 W Brian Gibler MD start 1010 60.00 X 137156 0 0 Gary Harris 60.00 X 201575 0 51361 Gayla Harvey 60.00 X 364160 0 39951 Marianne Ivey end 710 60.00 X 306984 0 19318 Jennifer Jackson start 2011 60.00 X 182585 0 12549 Anil Jain MD start 411 60.00 X 0 0 0 Alan Jones end 311 60.00 X 207624 0 72531 Kevin Joseph MD 60.00 X 259605 0 0 Rosemary Keiser start 2011 60.00 X 162253 46277 39722 Andrea Kovall 60.00 X 169430 0 3825 Allen Miller end 311 60.00 X 246094 0 49510 Clarence Pauley III start 2011 60.00 X 159493 0 35157 Dennis Robb 60.00 X 298776 0 44955 Ronald Rohlfing 60.00 X 155080 0 20988 Stephen Strakowski MD start 411 60.00 X 0 0 0 Cynthia Traficant 60.00 X 190840 0 23855 Robert Wones MD 60.00 X 331919 0 38612 Patricia Zapanta end 910 60.00 X 143376 0 26176 Mavis Bechtle 50.00 X 367081 0 133044 Gyasi Chisley 50.00 X 194697 0 4865 Lynn Oswald 50.00 X 349048 0 51200 JoAnn Reis 50.00 X 171878 0 2963 Marilyn Schwemberger 50.00 X 168520 0 26520 Kenneth Hanover end 1009 0.00 X 848016 0 3800 Dorman Fawley end 510 0.00 X 1706828 0 40928 Carol King end 610 0.00 X 467127 0 -32066 Lee Ann Liska end 610 0.00 X 578325 0 47504 11393820 46277 1146438 68 1 1 1 UC Physicians Inc 2830 Victory Parkway Cincinnati OH 45206 Physician Services 53538396 University of Cincinnati - Hoxworth 500 University Pavilion Cincinnati OH 45221 Blood Services 11403967 Masterplan Inc 601 West Fifth Street Los Angeles CA 90071 Biomedical 6459020 GE Medical Systems PO Box 96483 Chicago IL 60693 IT Services 5044501 University Family Physicians PO Box 634851 Cincinnati OH 45263 Physician Services 3281770 176 1172280 75897 1248177 Management Services 561000 90541726 90541726 Management Fees 561000 15769119 15769119 IMS Mgmt Fees 561000 6540392 4227608 2312784 Transcription 561000 938367 817180 121187 7204865 355766 6849099 120994469 7859791 7859791 585345 585345 585345 585345 3922509 202300 17524 3922509 184776 4107285 4107285 86475 1172280 610094 -523619 -523619 Other Revenue 561000 12397685 12397685 Other Invest. Revenue 561000 -614410 -367107 -247303 11783275 146054723 119525710 4337454 20943382 898661 898661 7013219 5610575 1402644 3660462 2928370 732092 35607100 28485680 7121420 21912873 17530298 4382575 3269806 2615845 653961 4549671 4549671 1050456 1050456 35360007 28288006 7072001 975807 780646 195161 2424862 1939890 484972 3256197 2604958 651239 47740 38192 9548 63639 50911 12728 1041140 832912 208228 6225955 4980764 1245191 237336 189869 47467 Settlement Expenses 2471301 1977041 494260 Dues & Licences 669913 535930 133983 Sponsorships & Outreach 354069 233255 120814 Maintenance and Repair 336435 269148 67287 Recruitment 192716 154173 38543 27063 21650 5413 131646428 100966774 30679654 0 31056610 20055364 19458436 11586543 376000 31402 9386294 9585831 8955702 8940449 106530620 74901148 12915775 31629472 267445094 421206140 22959082 23972139 33506994 373566050 559501277 81743770 83684897 655215 205155663 65996916 282575698 254911794 430971599 543752354 X -57405549 15748923 -57405549 15748923 373566050 559501277 X 14408295 58746177 X 0 1 1 X 0 X X X 0 0 0 West Chester Medical Center 311588499 3 - Hospital 1 1 1 0 University Hospital Inc 311479038 3 - Hospital 1 1 1 0 University of Cincinnati Phys Co 311405915 9 1 1 1 0 Drake Center Inc 311273012 3 - Hospital 1 1 1 0 4 0 Schedule A, Part IV, Supplemental Information: Part I, Line 11(h)(vii): Amount of Support: Support totaling $132,256,222 is provided to the following supported organizations: University Hospital, Inc., West Chester Medical Center, Drake Center, Inc. and University of Cincinnati Physicians Company (f/k/a Alliance Primary Care). RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6625205 6625205 13979457 560358 13419099 49258768 42485261 6773507 36667190 31855529 4811661 31629472 Investment in Joint Ventures 25579682 Asset Retirement Obligations 4847402 Bond Issue Fees 3079910 33506994 Benefit Related Liabilities 123605125 Due to Related Organizations 57651806 Professional Liabilities 38830286 Other Third Party Payables 23333655 Asset Retirement Obligations Payable 5002393 Other Liabilities 6488529 254911794 Queen City Ball 1258755 1172280 86475 272543 171941 114866 50744 1258755 1172280 86475 272543 171941 114866 50744 610094 -523619 0 The Craig and Frances Lindner Center of Hope 4075 Old Western Row Road Mason OH 45040 134343743 Section 501(c)(3) 324330 General Support University Hospital Inc 234 Goodman Street Cincinnati OH 45219 311479038 Section 501(c)(3) 324331 Support of Barrett Cancer Center at University Hospital UC Healthcare System 3200 Burnet Avenue Cincinnati OH 45229 273850988 Section 501(c)(3) 250000 General Support 3 0 X X X X X X 1 1 1 0 0 0 0 0 0 James Kingsbury start 810 282609 0 4807 0 43187 0 -12433 0 3263 0 321433 0 0 0 Hugh R Hinds Jr 373926 0 108563 0 3622 0 86733 0 16225 0 589069 0 0 0 Douglas Arvin start 2011 212583 0 22604 0 24510 0 20839 0 15921 0 296457 0 0 0 Karen Bankston end 611 269935 0 0 0 73932 0 -39174 0 13305 0 317998 0 68556 0 Nancy Barone 221727 0 15069 0 1000 0 56405 0 7150 0 301351 0 0 0 Joseph Bateman MD 296804 0 21569 0 2348 0 21267 0 6205 0 348193 0 0 0 Jay Brown 210179 0 48250 0 1703 0 11246 0 2529 0 273907 0 0 0 Anthony Condia 159163 0 22604 0 1313 0 5010 0 6004 0 194094 0 0 0 Deborah Endres 303270 0 88877 0 7859 0 125714 0 7176 0 532896 0 0 0 Gary Harris 165104 0 32025 0 4446 0 35775 0 15586 0 252936 0 0 0 Gayla Harvey 275822 0 79612 0 8726 0 23865 0 16086 0 404111 0 0 0 Marianne Ivey end 710 114790 0 109262 0 82932 0 19124 0 194 0 326302 0 0 0 Jennifer Jackson start 2011 162916 0 18568 0 1101 0 6678 0 5871 0 195134 0 0 0 Alan Jones end 311 158836 0 45750 0 3038 0 64502 0 8029 0 280155 0 0 0 Kevin Joseph MD 259605 0 0 0 0 0 0 0 0 0 259605 0 0 0 Rosemary Keiser start 2011 144284 46277 15877 0 2092 0 32583 0 7139 0 201975 46277 0 0 Andrea Kovall 141136 0 27342 0 952 0 3579 0 246 0 173255 0 0 0 Allen Miller end 311 209662 0 32358 0 4074 0 31894 0 17616 0 295604 0 0 0 Clarence Pauley III start 2011 135163 0 22604 0 1726 0 16832 0 18325 0 194650 0 0 0 Dennis Robb 224647 0 65137 0 8992 0 33814 0 11141 0 343731 0 0 0 Ronald Rohlfing 120170 0 28415 0 6495 0 10227 0 10761 0 176068 0 0 0 Cynthia Traficant 148768 0 40593 0 1479 0 9998 0 13857 0 214695 0 0 0 Robert Wones MD 303832 0 22604 0 5483 0 36774 0 1838 0 370531 0 0 0 Patricia Zapanta end 910 131287 0 0 0 12089 0 13858 0 12318 0 169552 0 0 0 Mavis Bechtle 106991 0 22604 0 237486 0 119910 0 13134 0 500125 0 0 0 Gyasi Chisley 138464 0 22604 0 33629 0 4611 0 254 0 199562 0 0 0 Lynn Oswald 234440 0 3525 0 111083 0 44608 0 6592 0 400248 0 0 0 JoAnn Reis 170564 0 0 0 1314 0 -10345 0 13308 0 174841 0 0 0 Marilyn Schwemberger 151814 0 1750 0 14956 0 15081 0 11439 0 195040 0 0 0 Kenneth Hanover end 1009 0 0 0 0 848016 0 3800 0 0 0 851816 0 0 0 Dorman Fawley end 510 187699 0 128726 0 1390403 0 31689 0 9239 0 1747756 0 0 0 Carol King end 610 115063 0 194000 0 158064 0 -43259 0 11193 0 435061 0 0 0 Lee Ann Liska end 610 144404 0 250000 0 183921 0 26602 0 20902 0 625829 0 0 0 Supplemental Information Part III Part I, Line 4a: Severance Payments: Kenneth Hanover - $848,016 Dorman Fawley - $1,038,706 Lee Ann Liska - $146,548 Carol King - $112,349 Mavis Bechtle - $214,261 Marianne Ivey - $77,944. Part I, Line 4b: SERP Payments: Dorman Fawley - $256,459 Dennis Robb - $4,735 Karen Bankston - $68,556 Lynn Oswald - $68,153. Part I, Line 4c: The final distribution from a KESOP plan was made to James Kingsbury amounting to $37,434. Supplemental Information Part III Part II: Kevin Joseph, M.D., President Hospital Ops, was paid by an unrelated organization for his services to UC Health and its subsidiaries as the President Hospital Ops. The compensation of $259,605 was paid to Kevin Joseph, M.D. by University Emergency Physicians, Inc. Supplemental Information Part III W. Brian Gibler, M.D., President Hospital Ops, was paid by an unrelated organization for his services to UC Health and its subsidiaries as the President Hospital Ops. The compensation of $137,156 was paid to W. Brian Gibler, M.D. by University Emergency Physicians, Inc. County of Butler OH 316000061 123550GB5 2010-11-04 204957604 Hospital Facilities 0 0 0 204957604 18688850 3219925 178791117 4257712 2011 0 0 1 1 0 0 0 0 1 1 1 0 0 0 0 0 Form 990, Part VI, Section A, line 6 UC Health has a single corporate member, UC Healthcare System. Form 990, Part VI, Section A, line 7a UC Health has a single corporate member, UC Healthcare System, who has the ability to elect members to the governing body of the UC Health. Form 990, Part VI, Section B, line 11 A copy of the Form 990 has been provided to each of UC Health Audit Committee Members. UC Health's Audit Committee demonstrated review of the Form 990 by a vote to approve the Form 990 for review by the full Board of Directors. The Form 990 is then provided to the Board Members for review, prior to filing. Form 990, Part VI, Section B, line 12c On an annual basis and as new individuals are appointed or hired, the corporate internal audit department of UC Health conducts a survey which is distributed to all Board of Directors, physicians and management. The corporate internal audit department collects and reviews all responses, utilizing the assistance of legal counsel, as needed. The corporate internal audit department reports compliance with the policy and non-responses to the Senior Management and the Audit Committee of UC Health. Form 990, Part VI, Section B, line 15 UC Health utilizes information from independent compensation consultants and compensation surveys to determine the compensation of Senior Vice Presidents, the Chief Financial Officer, and the Chief Executive Officer. The compensation is approved by the compensation committee of the UC Health's Board. The compensation of the Chief Executive Officer is evidenced by a written employment contract. The compensation of all other individuals is also determined at fair market value. Form 990, Part VI, Section C, line 19 The organization will provide any documents open for public inspection upon request. Changes in Net Assets or Fund Balances: Form 990, Part XI, line 5: Net unrealized gains on investments: 3,221,603. Prior period adjustments: 4,021,951. Transfer from Related Organizations 15,247,017. Change in Pension Liabilities 33,255,606. Negotiated Discount on Note Payable 3,000,000. Total to Form 990, Part XI, Line 5: 58,746,177. UC Healthcare System 3200 Burnet Avenue Cincinnati OH 45229 273850988 Support Services OH Section 501(c)(3) Schedule A, Line 11d N/A 0 University Hospital Inc 234 Goodman Street Cincinnati OH 45219 311479038 Health Care Services OH Section 501(c)(3) Schedule A, Line 3 N/A 0 Drake Center Inc 151 West Galbraith Road Cincinnati OH 452161015 311273012 Health Care Services OH Section 501(c)(3) Schedule A, Line 3 UC Health 1 University of Cincinnati Physicians Company (fka APC) 3200 Burnet Avenue Cincinnati OH 45229 311405915 Health Care Services OH Section 501(c)(3) Schedule A, Line 9 UC Health 1 The Drake Foundation 151 West Galbraith Road Cincinnati OH 452161015 311579572 Support Services OH Section 501(c)(3) Schedule A, Line 11a Drake Center Inc 1 West Chester Medical Center 7700 University Drive Cincinnati OH 45069 311588499 Health Care Services OH Section 501(c)(3) Schedule A, Line 3 UC Health 1 Alliance Liability Self Insurance Trust 3200 Burnet Avenue Cincinnati OH 45229 311534045 Support Services OH Section 501(c)(3) Schedule A, Line 11a UC Health 1 Drake Development Inc 165 West Galbraith Road Cincinnati OH 452161015 311658885 Health Care Services OH Section 501(c)(3) Schedule A, Line 9 Drake Center Inc 1 University Hospital Foundation Inc 234 Goodman Street Cincinnati OH 45219 261594868 Fundraising OH Section 501(c)(3) Schedule A, Line 11a University Hospital Inc 0 JHHA Real Estate LLC 3200 Burnet Avenue Cincinnati OH 45229 272460325 Real Estate OH UC Health Unrelated -104313 6980788 0 0 0.54890 North Fairmount Healthcare Company Ltd 222 Piedmont Avenue Suite 1200 Cincinnati OH 45219 311484848 Health Care OH UC Health Unrelated -38111 0 0 0.00000 UC Health Assurance Company PO Box 1051 GT Grand Cayman CJ Insurance CJ UC Health C 1.00000 Midwest Laundry Inc 3200 Burnet Avenue Cincinnati OH 45229 311309029 Commercial Laundry OH UC Health C 7480182 4302731 1.00000 Jewish Hospital Services Inc 3200 Burnet Avenue Cincinnati OH 45229 311049967 Miscellaneous Services OH UC Health C 1.00000 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 University of Cincinnati Physicians Company (fka Alliance Primary Care) A 84084 Fair Value University of Cincinnati Physicians Company (fka Alliance Primary Care) R 15247017 Fair Value UC Healthcare System B 250000 Fair Value University Hospital Inc B 324330 Fair Value