UNIVERSITY OF MARYLAND DIAGNOSTIC IMAGING SPECIALISTS P A: Form 990, tax year 2009

View the entire original 990 at ProPublica ↗

Organization
UNIVERSITY OF MARYLAND DIAGNOSTIC IMAGING SPECIALISTS P A (EIN 52-1136675)
Tax period
2009-07-01 to 2010-06-30
Filed
2011-05-11
IRS object ID
201131319349302858
Schema version
2009v1.7
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

FieldValueIRS element (for citing)
Timestamp2011-05-11T16:02:00-05:00Timestamp
Tax Period End Date2010-06-30TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1ROSEN SAPPERSTEIN & FRIEDLANDER CHRTDBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1300 RED BROOK BOULEVARD SUITE 200AddressLine1
CityOWINGS MILLSCity
StateMDState
ZIP Code21117ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2009-07-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN521136675EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1University of Maryland DiagnosticBusinessNameLine1
Business Name Line2Imaging Specialists PABusinessNameLine2
FieldValueIRS element (for citing)
Name ControlUNIVNameControl
Phone4103289130Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1110 S PACA STREET 2nd floorAddressLine1
CityBALTIMORECity
StateMDState
ZIP Code21201ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameWilliam Regine MDName
TitlePRESIDENTTitle
Phone4103289130Phone
Date Signed2011-05-11DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameJACQUELINE M REARDON CPAName
Phone4105810800Phone
FieldValueIRS element (for citing)
Tax Year2009TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonWilliam Regine MDNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line122 South Greene StreetAddressLine1
CityBaltimoreCity
StateMDState
ZIP Code21201ZIPCode
FieldValueIRS element (for citing)
Gross Receipts33946070GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501cXOrganization501c
Web SiteWWW.UPI.UMARYLAND.EDUWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1978YearFormation
State Legal DomicileMDStateLegalDomicile
Activity Or Mission DescriptionUnder the Medical Service Plan of the University of Maryland, School of Medicine, medical services are rendered by members of the faculty in connection with their duties to provide clinical instruction for medical students and other trainees (including post-graduate students) and to deliver healthcare to the general public and, without charge, to the indigent on behalf of the School of Medicine.ActivityOrMissionDescription
Nbr Voting Members Governing Body48NbrVotingMembersGoverningBody
Nbr Independent Voting Members0NbrIndependentVotingMembers
Total Nbr Employees74TotalNbrEmployees
Total Nbr Volunteers0TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Current Year0ContributionsGrantsCurrentYear
Program Service Revenue Prior Year33825101ProgramServiceRevenuePriorYear
Program Service Revenue CY33956594ProgramServiceRevenueCY
Investment Income Prior Year77409InvestmentIncomePriorYear
Investment Income Current Year49731InvestmentIncomeCurrentYear
Other Revenue Prior Year157527OtherRevenuePriorYear
Other Revenue Current Year-60255OtherRevenueCurrentYear
Total Revenue Prior Year34060037TotalRevenuePriorYear
Total Revenue Current Year33946070TotalRevenueCurrentYear
Grants And Similar Amnts CY0GrantsAndSimilarAmntsCY
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year10665175SalariesEtcPriorYear
Salaries Etc Current Year10311601SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year0TotalFundrsngExpCurrentYear
Other Expense Prior Year24588406OtherExpensePriorYear
Other Expenses Current Year24747698OtherExpensesCurrentYear
Total Expenses Prior Year35253581TotalExpensesPriorYear
Total Expenses Current Year35059299TotalExpensesCurrentYear
Revenues Less Expenses Prior Year-1193544RevenuesLessExpensesPriorYear
Revenues Less Expenses CY-1113229RevenuesLessExpensesCY
Total Assets BOY7582943TotalAssetsBOY
Total Assets EOY6939413TotalAssetsEOY
Total Liabilities BOY5548107TotalLiabilitiesBOY
Total Liabilities EOY5990459TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY2034836NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY948954NetAssetsOrFundBalancesEOY
Mission DescriptionUnder the Medical Service Plan of the University of Maryland, School of Medicine, medical services are rendered by members of the faculty in connection with their duties to provide clinical instruction for medical students and other trainees (including post-graduate students) and to deliver healthcare to the general public and, without charge, to the indigent on behalf of the School of Medicine.MissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense19812445Expense
Revenue33946070Revenue
DescriptionUnder the Medical Service Plan of the University of Maryland, School of Medicine, medical services are rendered by members of the faculty in connection with their duties to provide clinical instruction for medical students and other trainees (including post-graduate students) and to deliver healthcare to the general public and, without charge, to the indigent on behalf of the School of Medicine.Description
Total Program Service Expense19812445TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required0ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities0LobbyingActivities
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments0TermOrPermanentEndowments
Balance Sheet Amounts Reported1BalanceSheetAmountsReported
Independent Audit Financial Stmt1IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt0ConsolidatedAuditFinancialStmt
School0School
Foreign Office0ForeignOffice
Foreign Activities0ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities0FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations0GrantsToOrganizations
Grants To Individuals0GrantsToIndividuals
Schedule J Required1ScheduleJRequired
Tax Exempt Bonds0TaxExemptBonds
Excess Benefit Transaction0ExcessBenefitTransaction
Prior Excess Benefit Transaction0PriorExcessBenefitTransaction
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member0BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp0OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions0DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity1RelatedEntity
Related Org Controlled Entity0RelatedOrgControlledEntity
Transfers To Exempt Non Chrtbl Org0TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With10963NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Number Of Employees74NumberOfEmployees
Employment Tax Returns Filed1EmploymentTaxReturnsFiled
Unrelated Business Income0UnrelatedBusinessIncome
Foreign Financial Account0ForeignFinancialAccount
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Quid Pro Quo Contributions0QuidProQuoContributions
Form8282 Property Disposed Of0Form8282PropertyDisposedOf
Funds To Pay Premiums0FundsToPayPremiums
Premiums Paid0PremiumsPaid
Form8899 Filed0Form8899Filed
Form1098 C Filed0Form1098CFiled
Excess Business Holdings0ExcessBusinessHoldings
Taxable Distributions0TaxableDistributions
Distribution To Donor0DistributionToDonor
Nbr Voting Governing Body Members48NbrVotingGoverningBodyMembers
Number Independent Voting Members0NumberIndependentVotingMembers
Family Or Business Relationship0FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders1MembersOrStockholders
Election Of Board Members1ElectionOfBoardMembers
Decisions Subject To Approval0DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees1MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters0LocalChapters
Form990 Provided To Governing Body0Form990ProvidedToGoverningBody
Conflict Of Interest Policy1ConflictOfInterestPolicy
Annual Disclosure Covered Persons1AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement1RegularMonitoringEnforcement
Whistleblower Policy1WhistleblowerPolicy
Document Retention Policy1DocumentRetentionPolicy
Compensation Process CEO1CompensationProcessCEO
Compensation Process Other1CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
States Where Copy Of Return Is FiledMDStatesWhereCopyOfReturnIsFiled
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1VICKI CLOSEBusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number4103289130TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1110 S PACA STREET 2ND FLOORAddressLine1
CityBALTIMORECity
StateMDState
ZIP Code21201ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (49 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorOfficerOfficerReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationKey EmployeeKeyEmployeeHighest Compensated EmployeeHighestCompensatedEmployee
REUBEN MEZRICH MD
PRESIDENT50.00XX14492700
STUART MIRVIS MD
VICE PRESIDENT/TRUSTEE50.00XX20149400
CHARLES WHITE MD
VICE PRESIDENT50.00XX10540300
ALLAN WEKSBERG MD
VICE PRESIDENT/TRUSTEE50.00XX20985600
GREGG ZOARSKI MD
TRUSTEE50.00X26199700XX
ZIV HASKAL MD
TRUSTEE50.00X6424700
ROBERT MORALES MD
PHYSICIAN50.00X000
tabassum ahmad md
director50.00X000
Krystal archer-arroyo md
director50.00X000
avni chudgar md
director50.00X000
bary daly md
director50.00X000
vasken dilsizian md
director50.00X000
thorston fleiter md
director50.00X000
jeffrey galvin md
director50.00X000
George Gross md
director50.00X000
anita hawkins md
director50.00X000
navid homayouni md
director50.00X000
bogdan iliescu md
director50.00X000
jean jeudy md
director50.00X000
moonjohn kim md
director50.00X000
DHARMENDRA kumar md
director50.00X000
barton lane md
director50.00X000
lisa miller md
director50.00X21349100X
fred moeslein md
director50.00X000
michael mulligan md
director50.00X000
Thu Nguyen md
director50.00X000
abraham obuchowski md
director50.00X22400900X
rahul patel md
director50.00X000
robert pugatch md
director50.00X000
charles resnik md
director50.00X000
Howard richard md
director50.00X000
nabile safdar md
director50.00X000
eliot seigel md
director50.00X000
k shanmuganathan md
director50.00X22943900X
allan skrenta md
director50.00X000
Clint Sliker md
director50.00X000
scott steenberg md
director50.00X000
david widlus md
director50.00X000
Jade Wong MD
director50.00X000
SYED ASHRUF MD
Director50.00X000
ALEXIS BOSCAK MD
DirectorX000
CHRISTINA CAMPASSI MD
Director50.00X000
LINA CHEN MD
Director50.00X000
WENGEN CHEN MD
Director50.00X000
MEREDITH WATTS MD
Director50.00X000
BERTRAND JANNE D'OTHEE MD
Director50.00X000
SETH KLIGERMAN MD
Director50.00X000
THERESA KOUO MD
Director50.00X000
ALEXANDER MARK MD
PHYSICIAN16.0025732000XX
FieldValueIRS element (for citing)
Total Reportable Comp From Org1912183TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation0TotalOtherCompensation
Number Individuals GT100 K9NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K1TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources

Contractor Compensation ContractorCompensation (5 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1CityAddressOfContractor/AddressUS/CityStateAddressOfContractor/AddressUS/StateZIP CodeAddressOfContractor/AddressUS/ZIPCodeDescription Of ServicesDescriptionOfServicesCompensationCompensation
Medical Management Professionals
5959 Challowford RoadChattanoogaTN37421Billing Services1746146
University Physicians Inc
250 WEST PRATT STREETBaltimoreMD21201Professional Services509191
ANDREW S RODGERS MD
12059 GATEWAY DRIVEPOTOMACMD20854PHYSICIAN SERVICES300000
University of Maryland MEDICAL SYSTEM
22 South Greene St S11BaltimoreMD21201Professional Services268306
UNIVERSITY OF MD ORTHOPAEDIC ASSOCIATES
22 South Greene St S11BaltimoreMD21201MEDICAL SERVICES105348
FieldValueIRS element (for citing)
Number Of Contractors GT100 K5NumberOfContractorsGT100K

Program Service Revenue ProgramServiceRevenue

FieldValueIRS element (for citing)
DescriptionProgram Service RevenuDescription
Business Code621110BusinessCode
Total Revenue Column33956594TotalRevenueColumn
Related Or Exempt Function Income33956594RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Program Service Revenue33956594TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column49731TotalRevenueColumn
Related Or Exempt Function Income49731RelatedOrExemptFunctionIncome

Other Revenue Misc OtherRevenueMisc

FieldValueIRS element (for citing)
Descriptionincome from joint ventDescription
Business Code621110BusinessCode
Total Revenue Column-60255TotalRevenueColumn
Related Or Exempt Function Income-60255RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Other Revenue-60255TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column33946070TotalRevenueColumn
Related Or Exempt Function Income33946070RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$0ExclusionAmount

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total1912183Total
Program Services1912183ProgramServices

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total7208476Total
Program Services5045933ProgramServices
Management And General2162543ManagementAndGeneral

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total453557Total
Program Services317490ProgramServices
Management And General136067ManagementAndGeneral

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total444925Total
Program Services311447ProgramServices
Management And General133478ManagementAndGeneral

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total292460Total
Program Services204722ProgramServices
Management And General87738ManagementAndGeneral

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total4198Total
Program Services2939ProgramServices
Management And General1259ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total32963Total
Management And General32963ManagementAndGeneral

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total447440Total
Program Services313208ProgramServices
Management And General134232ManagementAndGeneral

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total2422304Total
Management And General2422304ManagementAndGeneral

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total500004Total
Program Services350003ProgramServices
Management And General150001ManagementAndGeneral

Occupancy Occupancy

FieldValueIRS element (for citing)
Total375385Total
Program Services262769ProgramServices
Management And General112616ManagementAndGeneral

Interest Interest

FieldValueIRS element (for citing)
Total45250Total
Management And General45250ManagementAndGeneral

Payments To Affiliates PaymentsToAffiliates

FieldValueIRS element (for citing)
Total2339982Total
Program Services2339982ProgramServices

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total141679Total
Program Services99175ProgramServices
Management And General42504ManagementAndGeneral

Insurance Insurance

FieldValueIRS element (for citing)
Total24215Total
Management And General24215ManagementAndGeneral

Other Expenses OtherExpenses (5 entries)

DescriptionDescriptionTotalTotalManagement And GeneralManagementAndGeneralProgram ServicesProgramServices
bad debts78678847867884
general and administrat7307077270737280004
collection fees18368941836894
malpractice insurance11988801198880
medical supplies104101104101

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total99442Total
Program Services69609ProgramServices
Management And General29833ManagementAndGeneral

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total35059299Total
Program Services19812445ProgramServices
Management And General15246854ManagementAndGeneral
Fundraising0Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
EOY795006EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
EOY63232EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY4972505BOY
EOY3715550EOY

Other Notes Loans Receivable Net OtherNotesLoansReceivableNet

FieldValueIRS element (for citing)
BOY707285BOY
EOY354985EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY14137BOY
EOY79215EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis745752LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec557174LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY300317BOY
EOY188578EOY

Investments Program Related InvestmentsProgramRelated

FieldValueIRS element (for citing)
BOY152937BOY
EOY166025EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY1435762BOY
EOY1576822EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY7582943BOY
EOY6939413EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY3095137BOY
EOY2357799EOY

Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp

FieldValueIRS element (for citing)
BOY846912BOY
EOY558068EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY1606058BOY
EOY3074592EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY5548107BOY
EOY5990459EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY2034836BOY
EOY948954EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY2034836BOY
EOY948954EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY7582943BOY
EOY6939413EOY
FieldValueIRS element (for citing)
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited
Audit Committee1AuditCommittee
Financial Statement SeparateXFinancialStatementSeparate
Federal Grant Audit Required0FederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2XPubliclySupportedOrg509a2

Gross Receipts From Admissions GrossReceiptsFromAdmissions

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years26030879CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years26850266CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years23256489CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year33825101CurrentTaxYearMinus1Year
Current Tax Year33956594CurrentTaxYear
Total143919329Total

Total509 Total509

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years26030879CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years26850266CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years23256489CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year33825101CurrentTaxYearMinus1Year
Current Tax Year33956594CurrentTaxYear
Total143919329Total

Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons

FieldValueIRS element (for citing)
Total0Total

Amts From Subst Contributors AmtsFromSubstContributors

FieldValueIRS element (for citing)
Total0Total

Support From DQ Ps Etc SupportFromDQPsEtc

FieldValueIRS element (for citing)
Total0Total
FieldValueIRS element (for citing)
Public Support Total509143919329PublicSupportTotal509

Gross Investment Income509 GrossInvestmentIncome509

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years14044CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years117770CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years97260CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year77409CurrentTaxYearMinus1Year
Current Tax Year49731CurrentTaxYear
Total356214Total

Investment Income And UBTI InvestmentIncomeAndUBTI

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years14044CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years117770CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years97260CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year77409CurrentTaxYearMinus1Year
Current Tax Year49731CurrentTaxYear
Total356214Total

Net Income From Other UBI NetIncomeFromOtherUBI

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year157527CurrentTaxYearMinus1Year
Current Tax Year-60255CurrentTaxYear
Total97272Total

Other Income509 OtherIncome509

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years98622CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years233568CurrentTaxYearMinus3Years
Total332190Total

Total Support Total TotalSupportTotal

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years26143545CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years27201604CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years23353749CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year34060037CurrentTaxYearMinus1Year
Current Tax Year33946070CurrentTaxYear
Total144705005Total
FieldValueIRS element (for citing)
Public Support Percentage5090.99460PublicSupportPercentage509
Prior Year Support Percentage0.99370PriorYearSupportPercentage
Investment Income Percentage0.00250InvestmentIncomePercentage
Prior Yr Invest Income Percentage0.00240PriorYrInvestIncomePercentage
Thirty Three Percnt Tests CY509XThirtyThreePercntTestsCY509

Schedule D IRS990ScheduleD

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis745752OtherCostOrOtherBasis
Depreciation557174Depreciation
Book Value188578BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings188578TotalOfBookValueLandBuildings

Other Assets OtherAssets (3 entries)

DescriptionDescriptionBook ValueBookValue
DUE FROM VA602603
DUE FROM RELATED PARTIES5859
OTHER RECEIVABLES968360
FieldValueIRS element (for citing)
Total Book Value Other Assets1576822TotalBookValueOtherAssets

Other Liabilities OtherLiabilities (3 entries)

DescriptionDescriptionAmountAmount
MEDICAL SCHOOL ENRICHMENT FUND$400,308
due to related parties$2,555,526
medical services plan trust$118,758
FieldValueIRS element (for citing)
Total Of Amounts3074592TotalOfAmounts
Total Revenue33946070TotalRevenue
Total Expenses35059299TotalExpenses
Excess Or Deficit For Year-1113229ExcessOrDeficitForYear
Net Unrealized GL On Investments27343NetUnrealizedGLOnInvestments
Other$4OtherAmount
Total Adjustments27347TotalAdjustments
Excess Or Deficit Per FS-1085882ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt33973413TotRevenueEtcAuditedFinclStmt
Revenue Not Rptd F9900RevenueNotRptdF990
Revenue Subtotal33973413RevenueSubtotal
Other Revenues Not Included-27343OtherRevenuesNotIncluded
Revenue Not Rptd On Fin Stmt-27343RevenueNotRptdOnFinStmt
Total Revenue Per Form99033946070TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt35059299TotExpensesEtcAuditedFinclStmt
Expenses Not Rptd F9900ExpensesNotRptdF990
Expenses Subtotal35059299ExpensesSubtotal
Expenses Not Rptd On Fin Stmt0ExpensesNotRptdOnFinStmt
Total Expenses Per Form99035059299TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
Part X:Description of Uncertain Tax Positions Under FIN 48:Management has analyzed the Association's tax position taken on all required federal and state tax return filings for all open tax years (current and prior three years) and has concluded that as of June 30, 2010, no provision for income tax would be required.
Part XI, Line 8 - Other Adjustments:Issuance of Common Stock: 4.
Part XII, Line 4b - Other Adjustments:INCOME FROM JOINT VENTURE: -27343.

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Written Employment ContractXWrittenEmploymentContract
Compensation SurveyXCompensationSurvey
Board Or Committee ApprovalXBoardOrCommitteeApproval
Severance Payment0SeverancePayment
Supplemental Nonqual Retire Plan0SupplementalNonqualRetirePlan
Equity Based Comp Arrangement0EquityBasedCompArrangement
Comp Based On Revenue Of Filing Org1CompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related Orgs0CompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing Org1CompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate Orgs0CompBasedNetEarningsRelateOrgs
Any Non Fixed Payments1AnyNonFixedPayments
Initial Contract Exception0InitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII (7 entries)

Base Compensation Filing OrgBaseCompensationFilingOrgComp Based On Related OrgsCompBasedOnRelatedOrgsBonus Filing OrgBonusFilingOrgBonus Related OrgsBonusRelatedOrgsOther Compensation Filing OrgOtherCompensationFilingOrgOther Compensation Related OrgsOtherCompensationRelatedOrgsDeferred Comp Filing OrgDeferredCompFilingOrgDeferred Comp Related OrgsDeferredCompRelatedOrgsNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgNontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgsTotal Compensation Filing OrgTotalCompensationFilingOrgTotal Compensation Related OrgsTotalCompensationRelatedOrgsComp Report Prior990 Filing OrgCompReportPrior990FilingOrgComp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs
STUART MIRVIS MD
201494000000000201494000
ALLAN WEKSBERG MD
209856000000000209856000
GREGG ZOARSKI MD
261997000000000261997000
lisa miller md
213491000000000213491000
abraham obuchowski md
224009000000000224009000
k shanmuganathan md
229439000000000229439000
ALEXANDER MARK MD
257320000000000257320000

Form990 Schedule J Part III Form990ScheduleJPartIII (3 entries)

Return ReferenceReturnReferenceExplanationExplanation
Part I, Line 5THE ORGANIZATION HAS VARIABLE COMPENSATION ARRANGEMENTS WHICH TAKE INTO CONSIDERATION REVENUES, NET EARNINGS, AND OTHER OPERATIONAL TARGETS, SOME OF WHICH ARE POSITION SPECIFIC AND OTHERS ARE ORGANIZATION WIDE.
Part I, Line 6THE ORGANIZATION HAS VARIABLE COMPENSATION ARRANGEMENTS WHICH TAKE INTO CONSIDERATION REVENUES, NET EARNINGS, AND OTHER OPERATIONAL TARGETS, SOME OF WHICH ARE POSITION SPECIFIC AND OTHERS ARE ORGANIZATION WIDE.
Part I, Line 7THE ORGANIZATION HAS VARIABLE COMPENSATION ARRANGEMENTS WHICH TAKE INTO CONSIDERATION REVENUES, NET EARNINGS, AND OTHER OPERATIONAL TARGETS, SOME OF WHICH ARE POSITION SPECIFIC AND OTHERS ARE ORGANIZATION WIDE.

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (8 entries)

IdentifierIdentifierExplanationExplanationReturn ReferenceReturnReference
Form 990, Part VI, Section A, line 6THE ENTITY IS A MARYLAND CORPORATION WHOSE STOCKHOLDERS ARE PHYSICIANS AND MEMBERS OF THE GOVERNING BODY.
Form 990, Part VI, Section A, line 7aduring the current fiscal year, there have been no changes in the manner in which the governing body is elected.
Form 990, Part VI, Section B, line 11THE ENTITY RECEIVES A COPY OF THE 990 AND a representative of THE GOVERNING BODY APPROVES IT BEFORE SIGNING THE ELECTRONIC FILING AUTHORIZATION.
Form 990, Part VI, Section B, line 12cAs part of their employment by the University Physicians, Inc. (UPI) and the faculty practices of the University of Maryland (PAs), employees and faculty are required to follow the Medical Service Plan. MSP Policy #37 lists the requirements of Compliance and Good Business Practices provides. As part of the MSP Policy #37, UPI also maintains a Corporate Compliance Plan, which details expectations around conflict of interest situations and billing responsibilities. UPI relies on the good faith of its employees in the exercise of their responsibilities. All business judgments on behalf of UPI should be made by its employees on the basis of such trust and in UPI's best interests. UPI fully respects the rights of employees to privacy in their personal affairs and financial activities. The purpose of this policy is to provide guidance to employees in avoiding situations in their personal activities which are, or appear to be, in conflict with their responsibilities to UPI. Although it is impractical to attempt to define every situation which might be considered a conflict of interest, generally speaking, a conflict exists when an employee's personal interests or activities may influence his or her judgment in the performance of his or her duty to UPI. There may be cases where such conflicts are more theoretical than real, but employees should be concerned about possible conflicts and review and disclose this situation in light of the following guidelines. A major focus of the Corporate Compliance Plan is currently on coding, billing, and documentation compliance and ensuring that regulations are being followed. However, compliance goes beyond avoiding penalties. Our total corporate compliance plan includes a full range of issues, including: - Employment Contracts - Conflicts of Interest - Patient Confidentiality - Records Retention - Contracts and Business Relationships (including Professional Service Agreements) - Waivers of Co-payments, Coinsurance and Deductibles, and more. While the Compliance Office will make every effort to provide appropriate compliance information to all employees, and to respond to all inquiries, no educational and training program, however comprehensive, can anticipate every situation that may present compliance issues. Responsibility for compliance with the Corporate Compliance Plan, including the duty to seek guidance when in doubt, rests with each employee. The above information is discussed with each new employee and faculty member upon hire. Annual Corporate Compliance training touches on the above as well.
Form 990, Part VI, Section B, line 15Compensation for each PA President and officer is reviewed annually by the Dean of the School of Medicine, who is also the President of UPI. The compensation discussion includes a review of both base and variable compensation components compared to relevant benchmarks. These two components reflect the Total Approved Salary (TAS). AAMC Report on Medical School Faculty Salaries 2007-2008 issued by the American Association of Medical Colleges provides compensation guidelines in the 25 percentile, 50th percentile and 75th percentile as benchmarks. The Dean generally sets the total compensation target in the range of the 75th percentile. Once the TAS is approved by the Dean, it is then sent to the UMB campus President for final approval. The variable or bonus component of compensation for clinical activities is managed through a school-wide performance based incentive compensation (PBIC) plan. Bonus payments are also approved by the President of UMB before distribution.
Form 990, Part VI, Section C, line 19THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST.
Form 990, Part VIIREUBEN MEZRICH, M.D. - 22 SOUTH GREENE STREET, BALTIMORE, MD 21201. STUART MIRVIS, M.D. - 22 SOUTH GREENE STREET, BALTIMORE, MD 21201. CHARLES WHITE, M.D. - 22 SOUTH GREENE STREET, BALTIMORE, MD 21201. ALLAN WEKSBERG, M.D. - 22 SOUTH GREENE STREET, BALTIMORE, MD 21201.Contact Addresses for Officers, Directors, Etc
FORM 990, PART XI, LINE 2C:The process for selecting the auditors has not changed from the preceding year.

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII

Name Of Disregarded Entity NameOfDisregardedEntity

FieldValueIRS element (for citing)
Business Name Line1UNIVERSITY PHYSICIANS INCBusinessNameLine1

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1250 W PRATT STREET SUITE 901AddressLine1
CityBALTIMORECity
StateMDState
ZIP Code21201ZIPCode
FieldValueIRS element (for citing)
EIN521299563EIN
Primary ActivitiesCOORDINATION AND IMPLEMENTATION OF A MEDICAL SERVICE PLANPrimaryActivities
Legal Domicile StateMDLegalDomicileState
Exempt Code Section501(c)(3)ExemptCodeSection
Public Charity StatusLine 9PublicCharityStatus
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents Royalties0ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org1GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org0GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org1LoansOrGuaranteesFromOtherOrg
Sale Of Assets To Other Org0SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org0PurchaseOfAssetsFromOtherOrg
Exchange Of Assets0ExchangeOfAssets
Rental Of Facilities To Other Orgs1RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs0RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs0PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs0PerformOfServicesByOtherOrgs
Sharing Of Facilities1SharingOfFacilities
Sharing Of Paid Employees1SharingOfPaidEmployees
Reimbursement Paid To Other Org1ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrg
Other Transfer To Other Org0OtherTransferToOtherOrg
Other Transfer From Other Org0OtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable

Name Of Other Organization NameOfOtherOrganization

FieldValueIRS element (for citing)
Business Name Line1UNIVERSITY PHYSICIANS INCBusinessNameLine1
FieldValueIRS element (for citing)
Transaction TypeOTransactionType
Amount Involved4715000AmountInvolved

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