2012-11-12T11:01:41-08:00 2011-12-31 990 2011-01-01 581343550 University Health Care Foundation Inc UNIV 7067229011 1350 Walton Way Augusta GA 30901 David A Belkoski 2012-11-12 2011 2016-02-24 21:20:13Z 11008811 false false X www.universityhealth.org X 1978 GA Support of University Hospital relating to hospital services as well as providing assistance to the indigent population. 13 13 0 200 0 2187987 2435474 0 -896738 523286 -49595 73595 1241654 3032355 0 0 547462 0 0 447871 3033748 2040473 3581210 2040473 -2339556 991882 29785853 29528218 920534 474638 28865319 29053580 Support of University Hospital relating to hospital services as well as providing assistance to the indigent population. false false 1270696 Support of University Hospital relating to hospital services as well as providing assistance to the indigent population. 1270696 true true false false false false false false false true true false false false true true false true false false false false false false true true false false false true false false false false false false false false false false false true false false false false true false false false false true 24 0 true 0 false false false false false false false false false true true false 0 false false false false false false false false false false false X 13 13 false false false false false false false true true false true true true true true true true true true true false false GA X X Dave Belkoski CFO UHI 7067747710 1350 Walton Way Augusta GA 309012629 WILLIAM H WOODWARD 3.00 X 0 0 0 MARK J WILLS 3.00 X 0 0 0 W CRAIG SMITH 3.00 X 0 0 0 ELAIN CLARK SMITH 3.00 X 0 0 0 CATHERINE D KNOX 3.00 X 0 0 0 JED W HOWINGTON MD 3.00 X X 0 0 0 SUSAN HUNNICUTT 3.00 X 0 0 0 AVIS B YOUNT 3.00 X 0 0 0 TRISH THORNHILL 3.00 X 0 0 0 NATALIE SCHWEERS 3.00 X 0 0 0 RUSSELL MOBLEY 3.00 X 0 0 0 RICHARD A FAIREY 3.00 X 0 0 0 HARDIE DAVIS JR 3.00 X 0 0 0 DAVID A BELKOSKI 55.00 X 0 528031 42471 LAURIE SMITH 55.00 X 0 128114 6706 PA BRODIE III 55.00 X 0 113641 2874 769786 52051 0 true true false 0 546867 1888607 35827 2435474 0 779994 779994 0 0 0 7439056 7695764 -256708 -256708 -256708 337593 546867 270161 67432 16694 10531 6163 6163 0 0 3032355 -250545 779994 0 0 0 0 0 0 0 0 0 0 640 640 0 0 0 0 133216 18253 53670 61293 13170 1526 7946 3698 0 30495 4179 12286 14030 0 0 11697 1482 5239 4976 0 0 16519 1399 4114 11006 0 1149766 1149766 35229 4827 14193 16209 0 Supplies 45864 1212 3664 40988 Purchased Labor 611138 83738 246215 281185 Printing and Publications 10437 1430 4205 4802 Dues & Memberships 17471 17471 Bank Fees 15088 2067 6079 6942 -50257 817 -53816 2742 2040473 1270696 321906 447871 0 1750437 2515504 767921 982753 0 0 0 0 0 4976 5125 832726 431802 414356 400924 26679113 25437801 53597 66255 0 0 115453 119856 29785853 29528218 352531 78813 25605 542398 395825 920534 474638 X 46473 269433 10422210 10018723 18396636 18765424 28865319 29053580 29785853 29528218 X 991882 -803621 X false true true X false false X 2569990 1988022 1096592 2187987 2435475 10278066 0 0 2569990 1988022 1096592 2187987 2435475 10278066 1632787 8645279 1012720 804831 729399 767852 779994 4094796 0 366523 3260 369783 14742645 0.58640 0.47030 X Part II, Line 10--Fundraising events and raffle ticket sales were previously included in the Gifts, Grants, and Contributions line, but in 2008 were broken out seperately as required by Part VIII on form 990. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 24425233 400349 -850995 27500 407602 127759 23411726 20992851 674386 3196451 30000 339369 69086 24425233 16482594 249749 4538485 10900 205556 61521 20992851 0.80000 0.20000 false false false 116300 116300 520000 301600 218400 79806 43826 35980 108187 77943 30244 8433 8433 400924 Fidelity Investments 40476 F Charitable Gift Annuity Liability 395825 395825 3032355 2040473 991882 -1514574 710953 -803621 188261 1517785 -1514574 4 -1514570 3032355 3032355 2040473 2040473 2040473 Part X Part X : FIN48 Footnote University Health Care Foundation is exempt from federal income tax under Section 501(a) as organizations described in Section 501(c)(3) of the Internal Revenue Code of 1986, as amended. Accordingly, the accompanying financial statements do not reflect a provision or liability for federal and state income taxes. University Health Care Foundation has evaluated their tax positions and determined that they do not have any material unrecognized tax benefits or obligations as of December 31, 2011. Fiscal years ended on or after December 31, 2008 remain subject to examination by federal and state authorities. Part XII, Line 2d Part XII, Line 2d: Other revenue amounts included in F/S but not included on form 990 Rounding $4 Part XI, Line 8 Part XI, Line 8: Other Changes in Net Assets or Fund Balances Equity Transfer from UHS $710949 Rounding $4 Part V, Line 4 Part V, Line 4: Intended uses of the endowment fund. To assist University Health Care System meet their goals in providing quality health care services to the citizens of the community through patient and staff education, quality of life initiatives, and support of the underserved and indigent population. false Miracle Mile Walk 352307 334920 17387 7124 650 725 43551 Young Philanthropist Event - Concert 266486 65655 200831 1410 8486 4215 8300 82901 3 265667 146292 119375 34523 21783 11437 3000 42056 884460 546867 337593 43057 30919 16377 11300 168508 270161 67432 false false 16694 10531 false 16694 10531 10531 6163 GA true false false false 1.00000 Jamie Greenway 2100 Central Avenue Ste D1 Augusta GA 30904 false false false true false false false false true false false false PA BRODIE III 38754 30518 44369 1741 1133 116515 DAVID A BELKOSKI 373170 83500 71361 20825 21646 570502 Sch J, Part III, Additional Information Part III, Additional Information The organization relied on the Compensation Committee of University Health Services, Inc. (58-1581103) Sch J, Part I, Line 6b Part I, Line 6b: Explanation of organization compensation contingent on net earnings from related or The bonus plan for management is calculated based on Strategic Initiatives as determined by the Compensation Committee. These initiatives are goals that must be achieved during the year in order for bonus payout. For 2011 these initiatives were weighted as displayed in the following schedule and represented goals in various categories. Under each category there were a number of specific goals as follows: UNIVERSITY HEALTH SERVICES, Inc. 2011 Strategic InitiativesWeight Quality - Bundle2.0% AMI 2.0% PN 2.0% CHF 2.0% SCIP Achieve patient satisfaction scores for:2.0% Inpatient Quality of Care Rating 2.0% Inpatient Would Recommend Rating 2.0% Emergency Department Quality of Care Rating 2.0% Emergency Department Would Recommend Rating2.0% Discharge Instructions 4.0% Achieve 90 day all cause readmission rate for CHF Achieve device utilization rate for:4.0% Foley Catheters 4.0% Central Lines Finance20.0% Achieve Operating Margin Performance 2.5% Reduce FTE's per Adjusted Occupied Bed 2.5% Reduce all-payer case mix index adjusted Length of Stay Growth 4.0% EPIC system design, build and validation. 4.0% Ambulatory system go-live.1.0% Bring McDuffie Hospital affiliation to a resolution. Finalize employment contracts for:3.0% 4 key Primary Care practices (Physicians) 3.0% 3 Cardiology practices (Physicians) 2.0% Cardiac Surgery practice. 1.0% Launch University Hospice 1.0% Develop "big box" plan for Aiken. 1.0% Develop Emergency Service plan for the future. People 1.0% Implement new performance review system. 1.0% Conduct base-line employee satisfaction survey.3.0% Reduce non-discretionary employee turnover rate Physicians 2.0% Conduct base-line physician satisfaction survey.3.0% Develop marketing approach for Epic ambulatory. 15.0% Personal These were different for each individual.100.0%Each goal that was achieved represented that percentage of bonus payoutout of a possible 100%. X 1 1300 Cost X 5811 Cost X 2 5050 Cost X 5 11064 Cost X Event Tickets 2 463 Cost X Bike 1 119 Cost X Scooter 1 1200 Cost X Golf Clubs 2 446 Cost X Golf Carts 2 7324 Cost X Gift Certificat 12 1037 Cost X Jewelry-not col 1 1138 Cost false false false Form 990, Part VI, Line 19 Form 990, Part VI, Line 19: Other Organization Documents Publicly Available All governing documents, policies, financial statements, and informational returns are available upon request.The 990 is also available at www.Guidestar.org. Form 990, Part VI, Line 15b Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees The Organization follows the process described in Treasury Regulation 4958 (6) c for establishing the rebuttable presumption of reasonableness in the review, approval, and documentation of officer, key management, and director compensation. Annually, a compensation committee of the University Health Services Board, comprised of three independent board members, reviews the compensation of the CEO and other senior management members. The review is conducted in the context of a Board approved executive compensation philosophy. Both the development of the compensation philosophy and the review involve the advice and assistance of an independent compensation consulting firm. Minutes of the compensation committee are recorded. The compensation committee reports to the University Health Services Board Executive Committee. All of the staff of University Health Care Foundation are employed and therefore paid by University Health Services, Inc. Since all staff members are employed by University Health Services, Inc., University Health Care Foundation complies with above mentioned procedure. Form 990, Part VI, Line 12c Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts The conflict of interest policy is as follows:I. POLICY1. Each corporate board of the University Health Care System has adopted a conflict of interest policy binding upon the board's members and the corporation chief executive officer. As a result of the diverse interests and backgrounds of administrative, supervisory, and staff employees, at times there may arise instances when an individual's personal or outside interests conflict with those of the System or a constituent organization (for example, but not limited to University Health Services d/b/a University Hospital, University Extended Care d/b/a Kentwood and Westwood, University Health, and University Health Resources). Possible conflicts of interest can occur in the following instances:A. Financial Investments and OwnershipWhen an employee or his/her immediate family has a material financial investment or ownership interest in any organization or institution (a Source) from which the System purchases goods or services, with which the System competes in the provision of goods and services, or for which the System provides goods or services. An investment or ownership interest with a value of $2,500.00 or more is presumed material; a smaller interest may be material depending upon the circumstances. Ownership of publicly traded stock is not considered a material interest unless the owner exercises discretionary authority with respect to the System's business dealing with the company in which the person owns stock worth $5,000.00 or more. Normally, only an individual at or above the department head level would be in a position to exercise the requisite discretionary authority.B. Consulting and Management ServicesWhen an employee or his/her immediate family provides managerial, consultative, or advisory services to any person, organization, or institution (a Source) from which the System purchases goods or services, with which the System competes in the provision of goods or services, or for which the System provides goods or services other than individual or family hospitalization and other personal medical care services.C. GiftsWhen a System employee or his/her immediate family accepts gifts, gratuities, entertainment, or favors including seminars, factory visits, or site visits from a person, organization, or institution (a Source) from which the System purchases goods or services, with which the System competes in the provision of goods or services, or for which the System provides goods or services other than individual or family hospitalization and other personal medical care services. This does not include the acceptance of items of nominal value, which could not be construed as intended to influence the individual in the performance of his or her duties. Disclosure is required with respect to any single gift, gratuity, entertainment, or favor which has a fair market value in excess of $150.00 and with respect to all such items received during any calendar year from a single Source if the cumulative market value of those items exceeds $250.00. Disclosure is not required with respect to participation in Hospital-sponsored events, for example, when someone pays an employee's participation fee in a Hospital-sponsored event like the Jernigan Cancer Golf Tournament. All vendor funded travel (including site visits, factory visits, and seminars) is prohibited. This prohibition is not applicable to vendor funded travel approved by the CEO using the Potential Conflict of Interest Disclosure Form, pursuant to a Hospital contract, or funded by a group purchasing organization in which Hospital is a member.D. Employment and GiftsWhen an employee has any outside employment that might interfere with performance of his or her University job. Each management level employee must disclose any outside employment, including self-employment, which has generated or is reasonably expected to generate more than $10,000.00 in gross income during the calendar year. Investment income is not considered to be derived from employment.E. Non-Public Information When an employee is in a relationship (either personal or business) in which he/she would gain personal advantage by disclosure of non-public System information to a person, organization, or institution (a Source) from which the System purchases goods or services, with which the System competes in the provision of goods and services, or for which the System provides or could provide goods or services other than individual or family hospitalization and other medical care services. F. Hiring Process When an employee participating in a hiring process could gain a personal benefit from the hiring decision. 2. All System employees have an obligation to disclose relevant information about potential conflicts of interest. All System employees have an obligation to avoid actual conflicts of interest. Avoiding conflicts of interest includes avoiding or disengaging from activities and relationships whose appearance undermines confidence in the integrity of the System. 3. Employees who fail to disclose or continue to engage in activities that have been deemed to be a conflict of interest will be subject to disciplinary action. 4. Definitions A. Immediate family means ones spouse, ones descendants (children, grandchildren, etc.) ones ancestors (parents, grandparents, etc.), ones siblings, the spouse of any of the forgoing, and ones parents-in-law. This policy does not obligate a System employee to make any inquiries concerning the activities of and ownership interests of his/her immediate family, but the policy does require a System employee who is aware of or should be aware of a potential conflict of interest through a family member to report that potential conflict. B. Fair market value means the amount at which particular goods or services are sold to the general public. C. System means University Hospital and also any other organizational element of the University Health, Inc. family (e.g., University Extended Care, Inc.) over which an employee exercises discretionary authority with respect to purchases or sales of goods or services. D. Source means a person, institution or organization from which the System purchases or is considering purchasing goods or services, with which the System competes in the provision of goods and services, or for which the System provides goods or services. Separate business organizations and owners which are part of the same corporate family are one Source. The value of all entertainment, gifts, etc. received from the different members of one corporate family must be aggregated for purposes of compliance with this policy. Form 990, Part VI, Line 11 Form 990, Part VI, Line 11: Form 990 Review Process A copy of the 990 and related forms was made available to the Board. University Hospice Inc 1350 Walton Way Augusta GA 30901 275008428 End of Life Support GA 501 (c) 3 9 University Health Inc false University Health Services Inc 1350 Walton Way Augusta GA 30901 581581103 Hospital GA 501 (c) 3 3 University Health Inc false University Extended Care Inc 1350 Walton Way Augusta GA 30901 581581105 Skilled Nursing Facilities GA 501 (c) 3 3 University Health Inc false Augusta Resource Center on Aging Inc 4275 Owens Rd Evans GA 30809 581728812 Nonprofit Life Care Community GA 501 (c) 3 9 University Health Inc false Richmond County Hospital Authority 1350 Walton Way Augusta GA 30901 586001901 Leased Facilities GA 501 (c) 3 3 N/A false University Health Inc 1350 Walton Way Augusta GA 30901 581581102 Consolidating Parent GA 501 (c) 3 9 N/A false University Health Resources Inc 1350 Walton Way Augusta GA 30901 581601372 Services to Physicians GA N/A C false false false false false false false false false false false false false false false true false false