BANNER-UNIVERSITY MEDICAL GROUP: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- BANNER-UNIVERSITY MEDICAL GROUP (EIN 94-2958258)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-05-12
- IRS object ID
- 201141329349304009
- 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
- Form 990
- Schedule A
- Schedule C
- Schedule D
- Schedule G
- Schedule H
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-12T20:04:43-05:00 | Timestamp |
| Tax Period End Date | 2010-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | TWO NORTH CENTRAL AVENUE STE 2300 | AddressLine1 |
| City | PHOENIX | City |
| State | AZ | State |
| ZIP Code | 85004 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 942958258 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY PHYSICIANS HEALTHCARE INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | UNIV | NameControl |
| Phone | 5208747205 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2701 EAST ELVIRA ROAD | AddressLine1 |
| City | TUCSON | City |
| State | AZ | State |
| ZIP Code | 85756 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MISTY HANSEN | Name |
| Title | CFO | Title |
| Date Signed | 2011-05-03 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6023223000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | LAWRENCE ALDRICH | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2701 EAST ELVIRA ROAD | AddressLine1 |
| City | TUCSON | City |
| State | AZ | State |
| ZIP Code | 85756 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 602619791 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | WWW.UPH.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1985 | YearFormation |
| State Legal Domicile | AZ | StateLegalDomicile |
| Activity Or Mission Description | SEE SCHEDULE O | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 12 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 4 | NbrIndependentVotingMembers |
| Total Nbr Employees | 2855 | TotalNbrEmployees |
| Total Nbr Volunteers | 79 | TotalNbrVolunteers |
| Total Gross UBI | 92426 | TotalGrossUBI |
| Contributions Grants Prior Year | 8953 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 504046729 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 597981026 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1278183 | InvestmentIncomePriorYear |
| Investment Income Current Year | -289794 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -3398781 | OtherRevenuePriorYear |
| Other Revenue Current Year | 4636659 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 501935084 | TotalRevenuePriorYear |
| Total Revenue Current Year | 602327891 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 2696871 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 2890237 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 180254535 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 217149807 | 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 | 317093903 | OtherExpensePriorYear |
| Other Expenses Current Year | 366735607 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 500045309 | TotalExpensesPriorYear |
| Total Expenses Current Year | 586775651 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 1889775 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 15552240 | RevenuesLessExpensesCY |
| Total Assets BOY | 194201501 | TotalAssetsBOY |
| Total Assets EOY | 210816927 | TotalAssetsEOY |
| Total Liabilities BOY | 121135016 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 121902939 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 73066485 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 88913988 | NetAssetsOrFundBalancesEOY |
| Mission Description | SEE SCHEDULE O | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 243354821 | Expense |
| Revenue | 383669 | Revenue |
| Description | SEE SCHEDULE O | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 129767230 | Expense |
| Revenue | 256966864 | Revenue |
| Description | SEE SCHEDULE O | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 167616006 | Expense |
| Revenue | 340630493 | Revenue |
| Description | SEE SCHEDULE O | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 540738057 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | false | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | true | LobbyingActivities |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | false | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | true | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | true | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | true | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | true | TaxExemptBonds |
| Invest Tax Exempt Bonds | true | InvestTaxExemptBonds |
| Escrow Account | true | EscrowAccount |
| On Behalf Of Issuer | true | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | true | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | true | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | true | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 2036 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 2855 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Nbr Voting Governing Body Members | 12 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 4 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | true | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | true | MembersOrStockholders |
| Election Of Board Members | true | ElectionOfBoardMembers |
| Decisions Subject To Approval | true | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | false | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | AZ | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | MISTY HANSEN | NamePerson |
| Telephone Number | 5208747205 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2701 EAST ELVIRA ROAD | AddressLine1 |
| City | TUCSON | City |
| State | AZ | State |
| ZIP Code | 85706 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (34 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|---|
| Lawrence Aldrich | |||||||||
| President & CEO | 40.0 | X | X | 564238 | 0 | 46035 | |||
| Steve Goldschmid MD | |||||||||
| Chairperson - Dean UACOM | 5.0 | X | X | 71511 | 0 | 0 | |||
| Kathy Reed MD | |||||||||
| Vice Chairperson | 5.0 | X | X | 224234 | 0 | 0 | |||
| Ana Maria Lopez MD | |||||||||
| Treasurer | 5.0 | X | X | 34168 | 0 | 0 | |||
| Marc Berg MD | |||||||||
| Department of Pediatrics | 5.0 | X | 250435 | 0 | 0 | ||||
| Rainer Gruessner MD | |||||||||
| Chairman, Dept of Surgery | 5.0 | X | 14492 | 0 | 0 | ||||
| John Kettelle MD | |||||||||
| Current Chief of Staff UPH | 5.0 | X | 206942 | 0 | 0 | ||||
| Steve Lynn | |||||||||
| Community Director - VP | 5.0 | X | 0 | 0 | 0 | ||||
| Laura Eberly | |||||||||
| Community Director | 5.0 | X | 0 | 0 | 0 | ||||
| Ed Parker | |||||||||
| Community Director | 5.0 | X | 0 | 0 | 0 | ||||
| Barb Peck | |||||||||
| Community Director | 5.0 | X | 0 | 0 | 0 | ||||
| Granger Vinall | |||||||||
| Community Director | 5.0 | X | 0 | 0 | 0 | ||||
| THOMAS BOYER MD | |||||||||
| DIRECTOR | 5.0 | X | 80204 | 0 | 0 | ||||
| Jean M Tkachyk | |||||||||
| Sr VP of Finance/CFO | 40.0 | X | 386988 | 0 | 28006 | ||||
| PETER BRYAN | |||||||||
| INTERIM HOSP CEO (PART YEAR) | 40.0 | X | 0 | 0 | 0 | ||||
| DIANE RAFFERTY | |||||||||
| INTERIM HOSP CEO (PART YEAR) | 40.0 | X | 0 | 0 | 0 | ||||
| Barbara Chase | |||||||||
| Chief Medical Officer | 40.0 | 307213 | 0 | 25610 | X | ||||
| Jody L Butera | |||||||||
| CFO/Finance Director HEALTH PL | 40.0 | 231378 | 0 | 16416 | X | ||||
| John R Collins | |||||||||
| CFO - UPH HOSP (PART YEAR) | 40.0 | 214740 | 0 | 18978 | X | ||||
| Susan H Willis | |||||||||
| COO | 40.0 | 91095 | 0 | 9982 | X | ||||
| James G Bands | |||||||||
| Corp Strategic Initiatives | 40.0 | 180099 | 0 | 21162 | X | ||||
| Kevin J Christiansen | |||||||||
| Director, Information Systems | 40.0 | 162746 | 0 | 17852 | X | ||||
| Mark T Nanney | |||||||||
| Medical Director | 40.0 | 170117 | 0 | 19693 | X | ||||
| Kathleen Oestreich | |||||||||
| MC & Plan Administrator Direc | 40.0 | 368943 | 0 | 28855 | X | ||||
| Tere Lebarron | |||||||||
| Director, Human Resources | 40.0 | 252232 | 0 | 24110 | X | ||||
| Susan A Wong-Bean | |||||||||
| General Counsel | 40.0 | 173638 | 0 | 20093 | X | ||||
| Bruce Coull MD | |||||||||
| Chief Medical Officer | 40.0 | 254770 | 0 | 0 | X | ||||
| TIM KARES | |||||||||
| INTERIM HOSP CFO (PART YEAR) | 40.0 | 0 | 0 | 0 | X | ||||
| Gerald T Miron | |||||||||
| Chief Operations Officer | 40.0 | 240223 | 0 | 28462 | X | ||||
| Christen A Castellano | |||||||||
| Pediatrics Department Administ | 40.0 | 208888 | 0 | 19568 | X | ||||
| Rebecca A Zehngut | |||||||||
| OB/GYN Department Administrato | 40.0 | 192550 | 0 | 18046 | X | ||||
| Jacqueline J DeBeche | |||||||||
| ER Department Director | 40.0 | 162906 | 0 | 14529 | X | ||||
| Jean R Fedigan | |||||||||
| Chief Nursing Officer | 40.0 | 157098 | 0 | 14626 | X | ||||
| Norman Botsford | |||||||||
| 0.0 | 119667 | 0 | 10718 | X | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 5321515 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 382741 | TotalOtherCompensation |
| Number Individuals GT100 K | 60 | NumberIndividualsGT100K |
| Formers Listed | true | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | true | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| INGENIX | |||||
| PO BOX 27116 | SALT LAKE CITY | UT | 84127 | EDP, CONSULTING | 2230048 |
| VIRTUAL RADIOLOGIC CORPORATION | |||||
| PO BOX 4246 | CAROL STREAM | IL | 601974246 | EDP | 1263090 |
| SPERIDIAN TECHNOLOGIES LLC | |||||
| 2021 GERARD BLVD SE | ALBUQUERQUE | NM | 87106 | EDP | 1219722 |
| COMPLIANCE CONCEPTS INC | |||||
| 35 TESLA WAY SUITE 100 | IRVINE | CA | 92618 | COMPLIANCE CONSULT | 1171857 |
| ALVAREZ MARSAL HEALTHCARE | |||||
| 600 LEXINGTON AVENUE | NEW YORK | NY | 10022 | CONSULTING | 1080240 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 70 | NumberOfContractorsGT100K |
| Total Contributions | 0 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| NET PATIENT REVENUE | 621111 | 225250719 | 225250719 | |
| CAPITATION & CONTRACT REVENUE | 621111 | 372254212 | 372254212 | |
| RENTAL INCOME - MOB | 532490 | 383669 | 383669 | |
| REFERENCE LAB | 621511 | 92426 | 92426 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 597981026 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -269294 | TotalRevenueColumn |
| Exclusion | -$269,294 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 271400 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 291900 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -20500 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -20500 | TotalRevenueColumn |
| Exclusion | -$20,500 | ExclusionAmount |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount |
|---|---|---|---|
| NSF FEE | 900099 | 834571 | $834,571 |
| JOINT VENTURES | 900099 | -256539 | -$256,539 |
| MISC INCOME OTHER | 900099 | 4058627 | $4,058,627 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 4636659 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 602327891 | TotalRevenueColumn |
| Related Or Exempt Function Income | 597888600 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 92426 | UnrelatedBusinessRevenue |
| Exclusion | $4,346,865 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2890237 | Total |
| Program Services | 2890237 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4159980 | Total |
| Program Services | 4159980 | ProgramServices |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4141838 | Total |
| Program Services | 4141838 | ProgramServices |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 167080147 | Total |
| Program Services | 145006823 | ProgramServices |
| Management And General | 22073324 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5515627 | Total |
| Program Services | 4821438 | ProgramServices |
| Management And General | 694189 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22872783 | Total |
| Program Services | 20133902 | ProgramServices |
| Management And General | 2738881 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13379432 | Total |
| Program Services | 11695516 | ProgramServices |
| Management And General | 1683916 | ManagementAndGeneral |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7659611 | Total |
| Program Services | 4496990 | ProgramServices |
| Management And General | 3162621 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 486445 | Total |
| Program Services | 99229 | ProgramServices |
| Management And General | 387216 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 895234 | Total |
| Program Services | 656945 | ProgramServices |
| Management And General | 238289 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18000 | Total |
| Management And General | 18000 | ManagementAndGeneral |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3191732 | Total |
| Program Services | 2665356 | ProgramServices |
| Management And General | 526376 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1186926 | Total |
| Program Services | 466063 | ProgramServices |
| Management And General | 720863 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 261947 | Total |
| Program Services | 241394 | ProgramServices |
| Management And General | 20553 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7508176 | Total |
| Management And General | 7508176 | ManagementAndGeneral |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8480222 | Total |
| Program Services | 5507992 | ProgramServices |
| Management And General | 2972230 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1963066 | Total |
| Program Services | 1712182 | ProgramServices |
| Management And General | 250884 | ManagementAndGeneral |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 227513 | Total |
| Program Services | 174648 | ProgramServices |
| Management And General | 52865 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1476477 | Total |
| Program Services | 1140219 | ProgramServices |
| Management And General | 336258 | ManagementAndGeneral |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8488624 | Total |
| Program Services | 6017200 | ProgramServices |
| Management And General | 2471424 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10221185 | Total |
| Program Services | 10100296 | ProgramServices |
| Management And General | 120889 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| HEALTH PLANS RELATED | 279883824 | 279883824 | |
| BAD DEBT | 33810315 | 33808837 | 1478 |
| DUES, MEMBERSHIPS | 935046 | 875884 | 59162 |
| OTHER | 41264 | 41264 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 586775651 | Total |
| Program Services | 540738057 | ProgramServices |
| Management And General | 46037594 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 34586777 | BOY |
| EOY | 30037609 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 68945798 | BOY |
| EOY | 86906749 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2790371 | BOY |
| EOY | 2994298 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1311634 | BOY |
| EOY | 1591551 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 95762330 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 46697232 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 48709597 | BOY |
| EOY | 49065098 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7439163 | BOY |
| EOY | 0 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25353032 | BOY |
| EOY | 31828949 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5065129 | BOY |
| EOY | 8392673 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 194201501 | BOY |
| EOY | 210816927 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20479128 | BOY |
| EOY | 59256050 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 24428162 | BOY |
| EOY | 20253078 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11745243 | BOY |
| EOY | 11396194 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 64482483 | BOY |
| EOY | 30997617 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 121135016 | BOY |
| EOY | 121902939 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 73066485 | BOY |
| EOY | 88913988 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 73066485 | BOY |
| EOY | 88913988 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 194201501 | BOY |
| EOY | 210816927 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital170b1 Aiii | X | Hospital170b1Aiii |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbying | |
| Total Direct Lobbying | TotalDirectLobbying | |
| Total Lobbying Expenditures | TotalLobbyingExpenditures | |
| Other Exempt Purpose Expenditures | OtherExemptPurposeExpenditures | |
| Total Exempt Purpose Expenditures | TotalExemptPurposeExpenditures | |
| Lobbying Nontaxable | LobbyingNontaxableAmount | |
| Grassroots Nontaxable | GrassrootsNontaxableAmount | |
| Tot Lobbying Grassroot Minus Non Tx | TotLobbyingGrassrootMinusNonTx | |
| Tot Lobby Expend Mns Lobbying Nontx | TotLobbyExpendMnsLobbyingNontx | |
| Volunteers | false | Volunteers |
| Paid Staff Or Management | true | PaidStaffOrManagement |
| Media Advertisements | false | MediaAdvertisements |
| Mailings Members | false | MailingsMembers |
| Publications Or Broadcast | false | PublicationsOrBroadcast |
| Grants Other Organizations | false | GrantsOtherOrganizations |
| Direct Contact Legislators | false | DirectContactLegislators |
| Rallies Demonstrations | false | RalliesDemonstrations |
| Other Activities | true | OtherActivities |
| Other Activities | $180,000 | OtherActivitiesAmount |
| Total Lobbying Expenditures IIB | 180000 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | false | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DESCRIPTION OF LOBBYING ACTIVITIES | Identifier |
| Return Reference | SCHEDULE C, PART II B, OTHER LOBBYING ACTIVITIES | ReturnReference |
| Explanation | UNIVERSITY PHYSICIANS HEALTHCARE, INC. (UPH) EMPLOYS A DIRECTOR OF LEGISLATIVE AFFAIRS. THIS POSITION PROVIDES LEADERSHIP IN THE AREAS OF LEGISLATIVE INITIATIVES, HEALTH POLICY AND CONSUMER ADVOCACY. THIS POSITION CREATES LINKS TO STATE AND FEDERAL LEGISLATIVE REPRESENTATIVES AND STAFF; RESEARCHES AND DEVELOPS POLICY POSITIONS FOR UNIVERSITY PHYSICIANS HEALTHCARE HEALTH PLANS; RESEARCHES AND PROVIDES GUIDANCE ON THE EFFECTS OF LEGISLATIVE AND HEALTH POLICY CHANGES AND CREATES STRONG LINKS TO THE VARIOUS CONSUMER ADVOCACY ORGANIZATIONS. ED WREN REPRESENTS UPH IN MEETINGS WITH OTHER ORGANIZATIONS WHICH HAVE THE SAME OR OPPOSITE VIEWS ON THE LEGISLATIVE AND ADMINISTRATIVE GOALS WHICH UPH DESIRES TO ACHIEVE. HE ASSISTS IN DEVELOPING NECESSARY COLLATERAL MATERIAL, INCLUDING LETTERS AND POSITION PAPERS, FOR DISTRIBUTION TO APPROPRIATE ELECTED OR APPOINTED GOVERNMENTAL OFFICIALS. UPH ALSO HIRED DAN ECKSTROM TO ASSIST IN GRASSROOTS EFFORTS IN APRIL AND MAY OF 2010. TOTAL LOBBYING EXPENSES INCLUDE $36K FOR DIRECT LOBBYING EXPENSES AND $144K FOR GRASSROOTS LOBBYING EXPENSES. | Explanation |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2705040 | OtherCostOrOtherBasis |
| Book Value | 2705040 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 21381019 | OtherCostOrOtherBasis |
| Depreciation | 6562482 | Depreciation |
| Book Value | 14818537 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 9004149 | OtherCostOrOtherBasis |
| Depreciation | 2599602 | Depreciation |
| Book Value | 6404547 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 58112607 | OtherCostOrOtherBasis |
| Depreciation | 37451869 | Depreciation |
| Book Value | 20660738 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 4559515 | OtherCostOrOtherBasis |
| Depreciation | 83279 | Depreciation |
| Book Value | 4476236 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 49065098 | TotalOfBookValueLandBuildings |
| Financial Derivatives | FinancialDerivatives | |
| Closely Held Equity Interests | CloselyHeldEquityInterests |
Other Securities OtherSecurities (3 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| INVESTMENT IN SNP AND UMI | -313097 | C |
| INVESTMENT IN UPH FOUNDATION | 11465 | C |
| INVESTMENT IN CADUCEUS | 32130581 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 31828949 | TotalOfBookValueSecurities |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| DUE TO COLLEGE OF MEDICINE DEAN FUND | $540,824 |
| ACCRUED MEDICAL CLAIMS | $30,456,793 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 30997617 | TotalOfAmounts |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | ASC 740-10 FOOTNOTE FROM AFS | Identifier |
| Return Reference | PART X LINE 2 SUPPLEMENT | ReturnReference |
| Explanation | EFFECTIVE JULY 1, 2009 UPH WAS REQUIRED TO ADOPT THE REVISED PROVISIONS OF ASC 740 RELATING TO UNCERTAIN TAX POSITIONS. THESE STANDARDS REQUIRE MANAGEMENT TO PERFORM AN EVALUATION OF ALL TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN THE COURSE OF PREPARING UPH'S TAX RETURNS TO DETERMINE WHETHER THE TAX POSITIONS MEET A MORE LIKELY THAN NOT STANDARD OF BEING SUSTAINED UNDER EXAMINATION BY THE APPLICABLE TAXING AUTHORITIES. THIS EVALUATION IS REQUIRED TO BE PERFORMED FOR ALL OPEN TAX YEARS, AS DEFINED BY THE VARIOUS STATUTES OF LIMITATIONS, FOR FEDERAL AND STATE PURPOSES. UPH IS ONLY SUBJECT TO INCOME TAXES ON UNRELATED BUSINESS TAXABLE INCOME (UBTI). AS A RESULT, UPH IS REQUIRED TO FILE INFORMATIONAL RETURNS FOR FEDERAL AND STATE PURPOSES AND, IF IT HAS UBTI, FEDERAL AND STATE INCOME TAX RETURNS. WITH LIMITED EXCEPTIONS, UPH IS NO LONGER SUBJECT TO TAX EXAMINATION FOR ANY YEARS EARLIER THAN 2006 FOR FEDERAL AND 2005 FOR STATE. MANAGEMENT HAS PERFORMED ITS EVALUATION OF TAX POSITIONS TAKEN ON ALL OPEN TAX RETURNS AND HAS DETERMINED THAT THERE WERE NO POSITIONS TAKEN THAT DO NOT MEET THE MORE LIKELY THAN NOT STANDARD. | Explanation |
Schedule G IRS990ScheduleG
Schedule H IRS990ScheduleH
| Field | Value | IRS element (for citing) |
|---|---|---|
| Charity Care Policy | true | CharityCarePolicy |
| Written Policy | true | WrittenPolicy |
| Policy Applied To All Hospitals | X | PolicyAppliedToAllHospitals |
| FPG Reference Free Care | true | FPGReferenceFreeCare |
| Pcent200 | X | Pcent200 |
| FPG Reference Discounted Care | true | FPGReferenceDiscountedCare |
Discounted Other DiscountedOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | X | Other |
| Discounted Other Percentage | 125. | DiscountedOtherPercentage |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Free Disc Care Medically Indigent | true | FreeDiscCareMedicallyIndigent |
| Amounts Budgeted For Charity Care | false | AmountsBudgetedForCharityCare |
| Annual Community Benefit Report | false | AnnualCommunityBenefitReport |
Charity Care At Cost CharityCareAtCost
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 734357 | TotalCommunityBenefitExpense |
| Net Community Benefit Expense | 734357 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00130 | PercentOfTotalExpense |
Unreimbursed Medicaid UnreimbursedMedicaid
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 42025109 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 27815070 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 14210039 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.02570 | PercentOfTotalExpense |
Total Charity Care TotalCharityCare
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 42759466 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 27815070 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 14944396 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.02700 | PercentOfTotalExpense |
Community Health Services CommunityHealthServices
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Activities Or Programs | 24 | NumberOfActivitiesOrPrograms |
| Total Community Benefit Expense | 42613 | TotalCommunityBenefitExpense |
| Net Community Benefit Expense | 42613 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00010 | PercentOfTotalExpense |
Health Professions Education HealthProfessionsEducation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Activities Or Programs | 58 | NumberOfActivitiesOrPrograms |
| Total Community Benefit Expense | 8073060 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 2177760 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 5895300 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.01070 | PercentOfTotalExpense |
Cash And In Kind Contributions CashAndInKindContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 9084 | TotalCommunityBenefitExpense |
| Net Community Benefit Expense | 9084 | NetCommunityBenefitExpense |
Total Other Benefits TotalOtherBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Activities Or Programs | 82 | NumberOfActivitiesOrPrograms |
| Total Community Benefit Expense | 8124757 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 2177760 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 5946997 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.01080 | PercentOfTotalExpense |
Total Community Benefits TotalCommunityBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Activities Or Programs | 82 | NumberOfActivitiesOrPrograms |
| Total Community Benefit Expense | 50884223 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 29992830 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 20891393 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.03780 | PercentOfTotalExpense |
Health Improvement Advocacy HealthImprovementAdvocacy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Building Expense | 36018 | TotalCommunityBuildingExpense |
| Net Community Building Expense | 36018 | NetCommunityBuildingExpense |
Total Total
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Building Expense | 36018 | TotalCommunityBuildingExpense |
| Net Community Building Expense | 36018 | NetCommunityBuildingExpense |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bad Debt Expense Reported | true | BadDebtExpenseReported |
| Bad Debt Expense | $19,983,568 | BadDebtExpenseAmount |
| Amount Attributable To | 1198196 | AmountAttributableTo |
| Amount Reimbursed By Medicare | 15112086 | AmountReimbursedByMedicare |
| Cost Of Care Reimbursed By Medicare | 18211924 | CostOfCareReimbursedByMedicare |
| Medicare Surplus Or Shortfall | -3099838 | MedicareSurplusOrShortfall |
Costing Methodology Used CostingMethodologyUsed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cost To Charge Ratio | X | CostToChargeRatio |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Debt Collection Policy | true | WrittenDebtCollectionPolicy |
| Provision For Charity Care | true | ProvisionForCharityCare |
Form990 Schedule H Part V Form990ScheduleHPartV (5 entries)
| Address Line1Address/AddressLine1 | CityAddress/City | StateAddress/State | ZIP CodeAddress/ZIPCode | Licensed HospitalLicensedHospital | OtherOther |
|---|---|---|---|---|---|
| UNIVERSITY PHYSICIAN'S HOSPITAL | |||||
| 2800 E AJO WAY | TUCSON | AZ | 85713 | X | |
| OPHTHALMOLOGY CLINIC AT ALVERNON | |||||
| 707 N ALVERNON | TUCSON | AZ | 85711 | CLINIC | |
| FCM CLINIC AT ALVERNON | |||||
| 707 N ALVERNON WAY | TUCSON | AZ | 85711 | CLINIC | |
| AMBULATORY SURGERY CENTER AT ALVERNON | |||||
| 750 N ALVERNON WAY | TUCSON | AZ | 85711 | AMB ULATORY SURG CTR | |
| ADULT (INFUSION) CLINIC AT WILMOT | |||||
| 535 N WILMOT | TUCSON | AZ | 85711 | CLINIC | |
Form990 Schedule H Part VI Form990ScheduleHPartVI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Costing Method Used | COSTING METHODOLOGY USED TO CALCULATE THE AMOUNTS REPORTED IN THE TABLE IS PRIMARILY THE COST TO CHARGE RATIO CALCULATED IN WORKSHEET 2 OF SCHEDULE H. OTHER COSTS COME FROM OUR FY2010 COST REPORT. | CostingMethodUsed |
| Percent Of Total Expense Expln | BAD DEBT EXPENSE OF $38,810,315 WAS DEDUCTED FROM TOTAL EXPENSES OF $586,775,651 IN THE DENOMINATOR FOR CALCULATING THE PERCENTAGES IN COLUMN F. | PercentOfTotalExpenseExpln |
| Bad Debt Footnote | UNIVERSITY PHYSICIANS HEALTHCARE HOSPITAL GRANTS UNSECURED CREDIT TO ITS PATIENTS AND INSURANCE COMPANIES WITHOUT INTEREST. GENERALLY, ACCOUNTS RECEIVABLE ARE CONSIDERED TO BE PAST DUE AFTER 60 DAYS. ACCOUNTS RECEIVABLE ALSO INCLUDES AN ESTIMATE FOR CHARGES WITH DATES OF SERVICE PRIOR TO YEAR END THAT WERE BILLED SUBSEQUENT TO THAT DATE (UNBILLED ACCOUNTS RECEIVABLE). UNIVERSITY PHYSICIANS HEALTHCARE HOSPITAL PROVIDES AN ALLOWANCE FOR DOUBTFUL ACCOUNTS EQUAL TO THE ESTIMATED COLLECTION LOSSES THAT WILL BE INCURRED. THE ESTIMATED LOSSES ARE BASED ON HISTORICAL COLLECTION EXPERIENCE COUPLED WITH REVIEW OF THE CURRENT STATUS OF EXISTING RECEIVABLES. AS A RESULT, THERE IS AT LEAST A REASONABLE POSSIBILITY THAT RECORDED ESTIMATES WILL CHANGE BY A MATERIAL AMOUNT IN THE NEAR TERM. DOUBTFUL ACCOUNTS ARE PERIODICALLY REVIEWED FOR COLLECTIBILITY AND ARE CHARGED OFF TO THE ALLOWANCE WHEN MANAGEMENT DETERMINES THAT ALL REASONABLE COLLECTION EFFORTS HAVE BEEN EXHAUSTED. CHARITY CARE: UNIVERSITY PHYSICIANS HEALTHCARE HOSPITAL PROVIDES CARE TO PATIENTS WHO MEET CERTAIN CRITERIA UNDER ITS CHARITY CARE POLICY WITHOUT CHARGE OR AT AMOUNTS LESS THAN ITS ESTABLISHED RATES. BECAUSE UNIVERSITY PHYSICIANS HEALTHCARE HOSPITAL DOES NOT PURSUE COLLECTION OF AMOUNTS DETERMINED TO QUALIFY AS CHARITY CARE, THEY ARE NOT REPORTED AS REVENUE. CHARITY CARE PROVIDED BY UNIVERSITY PHYSICIANS HEALTHCARE HOSPITAL TOTALED APPROXIMATELY $1,198,000 AND $1,374,000 IN 2010 AND 2009, RESPECTIVELY. | BadDebtFootnote |
| Shortfall As Community Benefit | UNIVERSITY PHYSICIANS HEALTHCARE HOSPITAL AS A MEDICARE CERTIFIED HOSPITAL IS OBLIGATED TO PROVIDE CARE TO MEDICARE PATIENTS AND AS SUCH PROVIDES A BENEFIT TO THE COMMUNITY. | ShortfallAsCommunityBenefit |
| Debt Collection Policy | UNIVERSITY PHYSICIANS HEALTHCARE HOSPITAL HAS A WRITTEN DEBT COLLECTION POLICY THAT ADDRESSES OUR CHARITY DISCOUNT PROGRAM, BAD DEBT PROCESS AND SELF-PAY COLLECTIONS. - THE PURPOSE OF THE CHARITY DISCOUNT PROGRAM IS TO ESTABLISH CONSISTENT GUIDELINES TO IDENTIFY AND ASSIST PATIENTS WHO ARE NOT ABLE TO PAY SELF-PAY BALANCES AND ARE NOT ELIGIBLE FOR OUTSIDE FINANCIAL AID OR GOVERNMENT SUPPLEMENTED HEALTH CARE PROGRAMS. - THE BAD DEBT PROCESS IS SET UP TO PERFORM AUTOMATIC BAD DEBT WRITE-OFF FOR ACCOUNTS THAT MEET THE ESTABLISHED CRITERIA. THE CRITERIA ARE AS FOLLOWS; THE ACCOUNT MUST BE IN THE FINANCIAL CLASS OF SELF-PAY, MUST BE A MINIMUM OF 61 DAYS SINCE THE FINAL BILL, MUST BE A MINIMUM OF 33 DAYS SINCE THE LAST STATEMENT, MUST HAVE HAD A MINIMUM OF 2 STATEMENTS, NO PAYMENTS WITHIN THE PAST 30 DAYS FROM ANY SOURCE, AND THE ACCOUNT BALANCE MUST BE BETWEEN $10.00 AND $999,000,000.00. - THE UNIVERSITY PHYSICIANS HEALTHCARE HOSPITAL POLICY FOR SELF-PAY COLLECTIONS IS USED TO VIGOROUSLY PURSUE PAYMENT OF ALL SELF-PAY ACCOUNTS. A SELF-PAY ACCOUNT WOULD BE WHEN A PATIENT/GUARANTOR IS NOT ELIGIBLE FOR AHCCCS, OR ANY OTHER INSURANCE OR SUBSIDY PROGRAM OR WHEN THERE ARE CO-PAYMENTS, DEDUCTIBLES NON-COVERED CHARGES THAT ARE THE PATIENT/GUARANTOR'S RESPONSIBILITY AFTER "INSURANCE" PAYMENTS. | DebtCollectionPolicy |
| Number Of Facility Type Expln | UNIVERSITY PHYSICIANS HEALTHCARE HOSPITAL OPERATES IN TUCSON, ARIZONA WHICH HAS A POPULATION OF JUST OVER 1 MILLION. UNIVERSITY PHYSICIANS HEALTHCARE HOSPITAL HAS A 24 HOUR/ 7 DAY A WEEK EMERGENCY ROOM, A CARDIAC CATHERIZATION LAB, MEDICAL SURGICAL UNIT, BEHAVIORAL HEALTH UNIT, INTENSIVE CARE UNIT, RADIOLOGY DEPARTMENT, PHARMACY, LABORATORY, REHABILITATION DEPARTMENT, URGENT CARE, AND IT ALSO OPERATES OUTPATIENT CLINICS UNDER ITS LICENSE. - UNIVERSITY PHYSICIANS HEALTHCARE CLINICS AT KINO, SUITES 100-105 OFFER THE FOLLOWING SERVICES TO PATIENTS; CARDIOLOGY, ENDOCRINOLOGY, GASTROENTEROLOGY, INFECTIOUS DISEASE, INTERNAL MEDICINE, RENAL, FAMILY MEDICINE, GENERAL SURGERY, UROLOGY, LAP BAND SURGERY, NEUROLOGY, OBSTETRICS, GYNECOLOGY, OPHTHALMOLOGY, PAIN MANAGEMENT, AND PEDIATRICS. THESE CLINICS ARE LOCATED ON THE UNIVERSITY PHYSICIANS HEALTHCARE HOSPITAL CAMPUS. - SPORTS MEDICINE CLINIC OFFERS PRIMARY CARE SPORTS MEDICINE AND ORTHOPAEDIC SURGERY. THIS CLINIC IS LOCATED ON THE UNIVERSITY PHYSICIANS HEALTHCARE HOSPITAL CAMPUS. - UNIVERSITY PHYSICIANS HEALTHCARE OUTPATIENT PSYCHIATRY CLINIC OFFERS OUTPATIENT PSYCHIATRY TREATMENT. THIS CLINIC IS LOCATED ON THE UNIVERSITY PHYSICIANS HEALTHCARE HOSPITAL CAMPUS. - UNIVERSITY PHYSICIANS SURGERY CENTER IS AN OFF-SITE SURGERY CENTER FOR OUTPATIENT EYE AND HAND SURGERIES. - UNIVERSITY PHYSICIANS HEALTHCARE FAMILY MEDICINE CLINIC IS AN OFF-SITE CLINIC THAT OFFERS PRIMARY CARE TO PATIENTS. - UNIVERSITY PHYSICIANS HEALTHCARE ADULT MEDICINE AT WILMOT IS AN OFFSITE CLINIC THAT OFFERS ADOLESCENT MEDICINE, CARDIOLOGY, ALLERGY, DEVELOPMENTAL PEDIATRICS, GASTROENTEROLOGY, GENETICS, INFECTIOUS DISEASE, NEWBORN DEVELOPMENT, PEDIATRIC NEPHROLOGY, PULMONOLOGY, INTEGRATIVE MEDICINE AND RHEUMATOLOGY. - UNIVERSITY PHYSICIANS HEALTHCARE OPHTHALMOLOGY AT ALVERNON IS AN OFFSITE CLINIC THAT OFFERS OPHTHALMOLOGY SERVICES AS WELL AS AN OPTICAL SHOP. | NumberOfFacilityTypeExpln |
| Needs Assessment | UNIVERSITY PHYSICIANS HOSPITAL (UPH HOSPITAL) UTILIZES MANY TOOLS IN THE COMMUNITY TO IDENTIFY THE NEEDS OF OUR CONSTITUENTS. ONE OF OUR MOST EFFECTIVE TOOLS IS GOING TO HEALTH FAIRS AND LISTENING TO WHAT OUR COMMUNITY REQUESTS. AS A MORE ACCURATE TOOL, UNIVERSITY PHYSICIANS HEALTHCARE HOSPITAL REFERENCES THE ARIZONA DEPARTMENT OF HEALTH SERVICES REPORTS TO GAUGE TRENDS AND THE NEEDS OF CITIZENS IN ARIZONA. WE ALSO HEAVILY RELY ON FEEDBACK FROM OUR COMMUNITY PARTNERS. WORKING CLOSELY WITH PIMA COUNTY, THE EMERGENCY MEDICAL COMMUNITY AND OTHER HEALTHCARE ORGANIZATIONS, UNIVERSITY PHYSICIANS HEALTHCARE HOSPITAL ATTEMPTS TO ASSIST AND COLLABORATE WITH OUR PARTNERS TO PROVIDE THE SERVICES OUR COMMUNITY NEEDS. IN FISCAL YEAR '10, UNIVERSITY PHYSICIANS HEALTHCARE HOSPITAL WORKED DILIGENTLY TO ADDRESS THE NEED OF ACCESS TO HEALTH RESOURCES AND DIABETES CARE AND MANAGEMENT. | NeedsAssessment |
| Patient Education Assistance | UNIVERSITY PHYSICIANS HOSPITAL (UPH HOSPITAL) EDUCATES PATIENTS ABOUT CHARITY CARE OR STATE, LOCAL OR FEDERAL PROGRAMS IN A NUMBER OF WAYS. ONE WAY IS THROUGH ATTENDING HEALTH FAIRS. IN THIS SETTING, OUTREACH STAFF ARE ABLE TO DISCUSS DIFFERENT OPTIONS THAT ARE AVAILABLE TO COMMUNITY MEMBERS AND REFER THEM TO AVAILABLE RESOURCES. ANOTHER WAY UNIVERSITY PHYSICIANS HEALTHCARE HOSPITAL EDUCATES OUR PATIENTS IS THROUGH OUR FINANCIAL COUNSELORS. WHEN A PATIENT IS UNINSURED OR UNDERINSURED THEY ARE MADE AWARE OF THEIR OPTIONS AND ARE ASSISTED WITH ENROLLMENT. UNIVERSITY PHYSICIANS HEALTHCARE HOSPITAL FINANCIAL COUNSELORS ARE GUIDED BY OUR SLIDING FEE SCALE POLICIES AND ARE ALSO ASSISTED BY OUR PIMA COMMUNITY ACCESS PROGRAM ON-SITE STAFF. UNIVERSITY PHYSICIANS HEALTHCARE HOSPITAL TRIES TO HELP ALL PATIENTS WHO ARE IN NEED OF FINANCIAL ASSISTANCE. | PatientEducationAssistance |
| Community Information | UNIVERSITY PHYSICIANS HOSPITAL (UPH HOSPITAL) HAS A PRIMARY SERVICE ARE THAT IS A FIVE TO TEN MILE RADIUS AROUND THE HOSPITAL. CONSTITUENTS IN OUR PRIMARY SERVICE AREA HAVE AN AVERAGE HOUSEHOLD INCOME OF $41,748 WITH AN ALMOST EVEN MALE TO FEMALE RATIO. OVER 75% OF OUR SURROUNDING POPULATION IS HISPANIC AND 16% IS CAUCASIAN. WE HAVE MANY YOUNG FAMILIES IN OUR AREA WITH THE AVERAGE AGE BEING BETWEEN THE AGES OF 35 AND 44. APPROXIMATELY 30% HAVE A HIGH SCHOOL DEGREE AND 26% HAVE SOME COLLEGE EDUCATION. ONE OF THE BIGGEST CHALLENGES THAT UNIVERSITY PHYSICIANS HEALTHCARE HOSPITAL FACES WITH OUR SURROUNDING POPULATION IS EFFECTIVELY COMMUNICATING THE HEALTH SERVICES OFFERED AT OUR HOSPITAL AND ALSO HOW WE CAN ASSIST THEM IF THEY ARE UNINSURED OR UNDERINSURED. IN ADDITION, UNIVERSITY PHYSICIANS HEALTHCARE HOSPITAL IS ONE OF THE CLOSEST FACILITIES TO RESIDENTS OF GREEN VALLEY, SAHUARITA, VAIL AND OTHER RURAL COMMUNITIES. THESE COMMUNITIES ARE RAPIDLY GROWING AND MEDICALLY UNDERSERVED. | CommunityInformation |
| Community Building Activities | ATTENDING AND HOSTING HEALTH FAIRS AND SCREENING EVENTS NOT ONLY ALLOWS OUR CONSTITUENTS TO ACCESS MUCH NEEDED HEALTH SCREENINGS, BUT IT ALSO PROVIDES THEM WITH INFORMATION ON HEALTHCARE RESOURCES THAT THEY ARE ABLE TO ACCESS. UNIVERSITY PHYSICIANS HOSPITAL'S (UPH HOSPITAL) CONSTITUENTS ARE IN NEED OF HEALTHCARE INFORMATION AND OUR OUTREACH STAFF WORKS HARD TO PROVIDE THAT INFORMATION TO THE COMMUNITY. UNIVERSITY PHYSICIANS HEALTHCARE HOSPITAL ALSO TRIES TO BE AWARE OF HOW LEGISLATION AFFECTS OUR COMMUNITY. THIS PAST YEAR AHCCCS BENEFITS AND KIDSCARE CUTS LARGELY AFFECTED OUR PATIENT POPULATION AND THE CARE THAT THEY WERE ABLE TO AFFORD. BECAUSE OF THIS, OUR SPORTS MEDICINE CLINIC OFFERED FREE SPORTS PHYSICALS TO ADOLESCENTS IN FISCAL YEAR '10. DESCRIPTION OF SPECIFIC PROJECTS COMMUNITY SUPPORT: UNIVERSITY PHYSICIANS HEALTHCARE HOSPITAL SUPPORTS COMMUNITY ACTIVITIES BY DONATING MONETARILY AND IN-KIND. COMMUNITY HEALTH IMPROVEMENT ADVOCACY: THESE ARE THE ANNUAL DUES UNIVERSITY PHYSICIANS HEALTHCARE HOSPITAL PAYS FOR MEMBERSHIP OF THE ARIZONA HEALTHCARE AND HOSPITAL ASSOCIATION AND THE SOUTHERN ARIZONA HOSPITAL COUNCIL. WORKFORCE DEVELOPMENT: THESE ARE THE GME RESIDENT SALARIES AND COSTS. UNIVERSITY PHYSICIANS HEALTHCARE HOSPITAL ALSO ALLOWS STUDENTS FROM DIFFERENT MEDICAL TRAINING PROGRAMS TO TRAIN AT OUR FACILITY SO THAT THEY AQUIRE THE NECESSARY SKILLS TO WORK IN THE MEDICAL FIELD. | CommunityBuildingActivities |
| Other Information | UNIVERSITY PHYSICIANS HOSPITAL (UPH HOSPITAL), IN PARTNERSHIP WITH UNIVERSITY PHYSICIANS HEALTHCARE FOUNDATION, DEVELOPED AND IMPLEMENTED A COMMUNITY PROGRAM ON OUR CAMPUS CALLED THE NORMA J. PEAL CHARITABLE BOOK PROGRAM. THIS PROGRAM ALLOWS PATIENTS, VISITORS AND COMMUNITY MEMBERS TO VISIT OUR VARIOUS BOOK SHELVES AROUND CAMPUS CHOOSE A BOOK AND TAKE IT HOME TO KEEP. THIS PROGRAM WAS DEVELOPED TO ADDRESS LITERACY AND ACCESS TO BOOKS FOR OUR HOSPITAL'S SURROUNDING COMMUNITY. THIS PROGRAM HAS BEEN IN EFFECT SINCE 2008 AND HAS GIVEN AWAY OVER 10,000 BOOKS. UNIVERSITY PHYSICIANS HOSPITAL HAS ALSO CREATED A HOSPITAL ADVISORY BOARD THAT CONSISTS OF COMMUNITY MEMBERS AND THE PIMA COUNTY BOARD OF SUPERVISORS. THIS BOARD IS USED TO GUIDE AND ASSIST UNIVERSITY PHYSICIANS HEALTHCARE HOSPITAL AS IT EXPANDS SERVICES AND PARTNERS IN THE COMMUNITY. | OtherInformation |
| Affiliated Health Care System | UNIVERSITY PHYSICIANS HOSPITAL IS NOT AN AFFILIATED HEALTH CARE SYSTEM. | AffiliatedHealthCareSystem |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | false | RecordsMaintained |
Recipient Table RecipientTable (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant | IRC SectionIRCSection |
|---|---|---|---|---|---|---|
| UNIVERSITY OF ARIZONA - HEALTH SCIENCES | ||||||
| 1501 N CAMPBELL ROOM 6334 | TUCSON | AZ | 85724 | 1979674 | RESEARCH AND ACADEMIC | |
| MARIPOSA COMMUNITY HEALTH CENTER | ||||||
| 1852 NORTH MASTICK WAY | NOGALES | AZ | 85621 | 52000 | 501(C)(3) | |
| INSTITUTE ON SCIENCE | ||||||
| 7500 | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 5 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (24 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Lawrence Aldrich | |||||||||||||
| 482373 | 0 | 80000 | 0 | 1865 | 0 | 43414 | 0 | 2621 | 0 | 610273 | 0 | 0 | 0 |
| Kathy Reed MD | |||||||||||||
| 91085 | 0 | 117577 | 0 | 15572 | 0 | 0 | 0 | 0 | 0 | 224234 | 0 | 0 | 0 |
| Marc Berg MD | |||||||||||||
| 127855 | 0 | 108790 | 0 | 13790 | 0 | 0 | 0 | 0 | 0 | 250435 | 0 | 0 | 0 |
| John Kettelle MD | |||||||||||||
| 170345 | 0 | 22537 | 0 | 14060 | 0 | 0 | 0 | 0 | 0 | 206942 | 0 | 0 | 0 |
| Jean M Tkachyk | |||||||||||||
| 311178 | 0 | 75000 | 0 | 810 | 0 | 28006 | 0 | 0 | 0 | 414994 | 0 | 0 | 0 |
| Barbara Chase | |||||||||||||
| 260496 | 0 | 45120 | 0 | 1597 | 0 | 23445 | 0 | 2165 | 0 | 332823 | 0 | 0 | 0 |
| Jody L Butera | |||||||||||||
| 175939 | 0 | 55232 | 0 | 207 | 0 | 15835 | 0 | 581 | 0 | 247794 | 0 | 0 | 0 |
| John R Collins | |||||||||||||
| 181742 | 0 | 32000 | 0 | 998 | 0 | 16357 | 0 | 2621 | 0 | 233718 | 0 | 0 | 0 |
| James G Bands | |||||||||||||
| 179465 | 0 | 0 | 0 | 634 | 0 | 16152 | 0 | 5010 | 0 | 201261 | 0 | 0 | 0 |
| Kevin J Christiansen | |||||||||||||
| 162200 | 0 | 0 | 0 | 546 | 0 | 14598 | 0 | 3254 | 0 | 180598 | 0 | 0 | 0 |
| Mark T Nanney | |||||||||||||
| 161140 | 0 | 8463 | 0 | 514 | 0 | 14503 | 0 | 5190 | 0 | 189810 | 0 | 0 | 0 |
| Kathleen Oestreich | |||||||||||||
| 263708 | 0 | 100000 | 0 | 5235 | 0 | 23734 | 0 | 5121 | 0 | 397798 | 0 | 0 | 0 |
| Tere Lebarron | |||||||||||||
| 196988 | 0 | 55000 | 0 | 244 | 0 | 17729 | 0 | 6381 | 0 | 276342 | 0 | 0 | 0 |
| Susan A Wong-Bean | |||||||||||||
| 173426 | 0 | 0 | 0 | 212 | 0 | 15608 | 0 | 4485 | 0 | 193731 | 0 | 0 | 0 |
| Bruce Coull MD | |||||||||||||
| 234662 | 0 | 0 | 0 | 20108 | 0 | 0 | 0 | 0 | 0 | 254770 | 0 | 0 | 0 |
| Gerald T Miron | |||||||||||||
| 239327 | 0 | 0 | 0 | 896 | 0 | 21539 | 0 | 6923 | 0 | 268685 | 0 | 0 | 0 |
| Christen A Castellano | |||||||||||||
| 155779 | 0 | 50000 | 0 | 3109 | 0 | 14020 | 0 | 5548 | 0 | 228456 | 0 | 0 | 0 |
| Rebecca A Zehngut | |||||||||||||
| 155527 | 0 | 36250 | 0 | 773 | 0 | 13997 | 0 | 4049 | 0 | 210596 | 0 | 0 | 0 |
| Jacqueline J DeBeche | |||||||||||||
| 161428 | 0 | 0 | 0 | 1478 | 0 | 14529 | 0 | 0 | 0 | 177435 | 0 | 0 | 0 |
| Jean R Fedigan | |||||||||||||
| 156051 | 0 | 0 | 0 | 1047 | 0 | 14045 | 0 | 581 | 0 | 171724 | 0 | 0 | 0 |
| Norman Botsford | |||||||||||||
| 119086 | 0 | 0 | 0 | 581 | 0 | 10718 | 0 | 0 | 0 | 130385 | 0 | 0 | 0 |
| PETER BRYAN | |||||||||||||
| 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| DIANE RAFFERTY | |||||||||||||
| 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| TIM KARES | |||||||||||||
| 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SUPPLEMENTAL COMPENSATION INFORMATION | Identifier |
| Explanation | COMPENSATION PAID BY UNRELATED ORGANIZATIONS FORM 990, PART VII, LINE 5 NO DIRECTORS ARE COMPENSATED FOR THEIR SERVICES AS DIRECTORS OF UPHI. ANY COMPENSATION RECEIVED IS FOR MEDICAL AND/OR ADMINISTRATIVE SERVICES PROVIDED TO UPHI. THE FOLLOWING INDIVIDUALS ARE PHYSICIANS WHO ARE DUAL EMPLOYEES AND WHO ARE COMPENSATED BY THE UNIVERSITY OF ARIZONA, AN UNRELATED TAX-EXEMPT ORGANIZATION. UPHI REIMBURSES THE UNIVERSITY OF ARIZONA FOR MEDICAL SERVICES RENDERED ON BEHALF OF UPHI BY THESE PHYSICIANS. THE COMPENSATION AMOUNTS REPORTED IN PART VII REFLECT THOSE REIMBURSEMENT AMOUNTS. STEVE GOLDSCHMID, MD KATHY REED, MD MARC BERG, MD ANA MARIA LOPEZ, MD RAINER GRUESSNER, MD JOHN KETTELLE, MD BRUCE COULL, MD INTERIM HOSPITAL CEO/CFO COMPENSATION PAID BY UNRELATED ORGANIZATIONS: FORM 990, PART VII, LINE 5 PETER BRYAN SERVED DURING THE YEAR AS INTERIM CEO OF THE HOSPITAL, ONE OF THE DIVISIONS OF UPH. PAYMENTS IN THE AMOUNT OF $203,563 WERE MADE BY UPH TO HEALTH FINANCE SOLUTIONS, AN UNRELATED ORGANIZATION, FOR THOSE SERVICES RENDERED. DIANE RAFFERTY SERVED DURING THE YEAR AS INTERIM CEO OF THE HOSPITAL AND TIM KARES SERVED AS INTERIM CFO OF THE HOSPITAL DURING THE YEAR. THESE SERVICES WERE PROVIDED THROUGH A CONTRACT WITH ALVAREZ & MARSAL. THIS CONTRACT PROVIDED FOR INTERIM CEO, INTERIM CFO AND SEVERAL OTHER POSITIONS. PAYMENTS IN THE AMOUNT OF $1,080,240 WERE MADE BY UPH DURING THE YEAR TO ALVAREZ & MARSAL. | Explanation |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (4 entries)
| Issuer EINIssuerEIN | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer |
|---|---|---|---|---|---|
| INDUSTRIAL DEVELOPMENT AUTHORITY OF SOUTH TUCSON | |||||
| 866000267 | 2004-12-15 | 9900000 | SEE SCHEDULE O | false | false |
| INDUSTRIAL DEVELOPMENT AUTHORITY OF SOUTH TUCSON | |||||
| 866000267 | 2004-12-15 | 3250000 | SEE SCHEDULE O | false | false |
| INDUSTRIAL DEVELOPMENT AUTHORITY OF SOUTH TUCSON | |||||
| 866000267 | 2005-12-21 | 6750000 | SEE SCHEDULE O | false | false |
| INDUSTRIAL DEVELOPMENT AUTHORITY OF SOUTH TUCSON | |||||
| 866000267 | 2006-09-20 | 10000000 | SEE SCHEDULE O | false | false |
Form990 Schedule K Part II Form990ScheduleKPartII (4 entries)
| Total ProceedsTotalProceeds | Amount In Reserve FundAmountInReserveFund | Amount DefeasedAmountDefeased | Amount UnspentAmountUnspent | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Working Capital ExpendituresWorkingCapitalExpenditures | Capital ExpendituresCapitalExpenditures | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 9900000 | 0 | 0 | 0 | 76745 | 0 | 9823255 | 2006 | false | false | true | true |
| 3250000 | 0 | 0 | 0 | 37863 | 0 | 3212137 | 2006 | false | false | true | true |
| 6750000 | 0 | 0 | 0 | 78637 | 0 | 6671363 | 2006 | false | false | true | true |
| 10000000 | 62098 | 9937902 | 2007 | false | false | true | true |
Form990 Schedule K Part III Form990ScheduleKPartIII (4 entries)
| Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Any Research AgreementsAnyResearchAgreements | Bond Counsel Routinely EngagedBondCounselRoutinelyEngaged | Prcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthers | Percentage Of Prvt Business Re UBIPercentageOfPrvtBusinessReUBI | Total Private Business UseTotalPrivateBusinessUse | Post Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs |
|---|---|---|---|---|---|---|---|---|
| false | false | false | false | false | 0.00000 | 0.00000 | 0.00000 | true |
| false | false | false | false | false | 0.00000 | 0.00000 | 0.00000 | true |
| false | false | false | false | false | 0.00000 | 0.00000 | 0.00000 | true |
| false | false | false | false | false | 0.00000 | 0.00000 | 0.00000 | true |
Form990 Schedule K Part IV Form990ScheduleKPartIV (4 entries)
| Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Gross Proceeds InvestedGrossProceedsInvested | Exception To RebateExceptionToRebate | Form8038 T FiledForm8038TFiled |
|---|---|---|---|---|---|
| false | false | false | false | false | |
| false | false | false | false | false | |
| false | false | false | false | false | |
| false | false | false | false | false | false |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | HEALTH FINANCE SOLUTIONS | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | PETER BRYAN, INTERIM CEO | Relationship |
| Amount Of Transaction | 203563 | AmountOfTransaction |
| Description Of Transaction | COMPENSATION PAID | DescriptionOfTransaction |
| Sharing Of Revenues | false | SharingOfRevenues |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SUPPLEMENTAL INFORMATION | Identifier |
| Explanation | PART I, LINE 1 - MISSION/SIGNIFICANT ACTIVITIES TOGETHER WITH UNIVERSITY PHYSICIANS HOSPITAL, THE UNIVERSITY OF ARIZONA, AND UNIVERSITY MEDICAL CENTER, WE CARE FOR PATIENTS, EDUCATE MEDICAL STUDENTS, AND CONDUCT CLINICAL RESEARCH. PART III, LINE 1 - MISSION TO SUPPORT THE EDUCATIONAL AND RESEARCH MISSIONS OF THE UNIVERSITY OF ARIZONA HEALTH SCIENCES CENTER. TO ACHIEVE EXCELLENCE IN QUALITY AND COST EFFECTIVENESS IN PROVIDING CARE FOR EACH PATIENT. TO TREAT EACH PATIENT WITH DIGNITY, RESPECT, COURTESY AND HONOR THE CONFIDENTIALITY OF PATIENT INFORMATION. TO SUPPORT INNOVATIVE HEALTH RELATED RESEARCH. TO FOSTER AN ENVIRONMENT IN WHICH PHYSICIANS AND STAFF ARE VALUED, RECOGNIZED AND REWARDED FOR THEIR CONTRIBUTIONS. TO PROVIDE SERVICES TO THE SOUTHERN ARIZONA COMMUNITIES AND THE STATE THROUGH EDUCATIONAL, CLINICAL AND OUTREACH ACTIVITIES. TO ENCOURAGE TEAMWORK, COMMUNICATION, COOPERATION AND MUTUAL RESPECT AMONG ALL HEALTH CARE PROVIDERS, STAFF, ADMINISTRATION AND STUDENTS AT THE HOSPITAL AND WITHIN THE ARIZONA HEALTH SCIENCES CENTER. PROGRAM SERVICE ACCOMPLISHMENTS #1 FORM 990, PART III, LINE 4A UNIVERSITY PHYSICIANS HEALTH PLANS COORDINATES THE DELIVERY OF HEALTH CARE TO ENROLLEES OF THE ARIZONA HEALTH CARE COST CONTAINMENT SYSTEM (ARIZONA'S MEDICAID PROGRAM), THE MEDICARE ADVANTAGE SPECIAL NEEDS PROGRAM (CENTERS FOR MEDICARE AND MEDICAID DUAL ELIGIBLE MEDICARE PROGRAM) AND HEALTH CARE GROUP (ARIZONA'S SMALL BUSINESS HEATLTH CARE PROGRAM). PROGRAM SERVICE ACCOMPLISHMENTS #2 FORM 990, PART III, LINE 4B UNIVERSITY PHYSICIANS HOSPITAL (UPH HOSPITAL) IS A 197-BED, FULL SERVICE HOSPITAL THAT PROVIDES VITAL MEDICAL SERVICES TO THE CITIZENS OF SOUTHERN ARIZONA. ALSO SOUTHERN ARIZONAS NEWEST ACADEMIC MEDICAL FACILITY, UPH HOSPITAL PROVIDES PATIENTS WITH DIRECT ACCESS TO THE EXPERTISE, GROUNDBREAKING RESEARCH AND THE LATEST TREATMENTS OF THE UNIVERSITY OF ARIZONA COLLEGE OF MEDICINE. THE HOSPITAL IS LOCATED IN A PRIMARILY UNDERSERVED AREA AND GIVES CITIZENS EASY ACCESS TO EMERGENCY AND SPECIALTY MEDICAL CARE. THE COMPREHENSIVE MEDICAL FACILITY FEATURES NATIONALLY AND INTERNATIONALLY RECOGNIZED CLINICS, PROGRAMS AND UA FACULTY PHYSICIANS. PATIENTS HAVE ACCESS TO A 24 HOUR/ 7 DAY A WEEK EMERGENCY ROOM, AN URGENT CARE FACILITY, INPATIENT BEHAVIORAL HEALTH, MEDICAL/SURGICAL AND INTENSIVE CARE BEDS, AND NUMEROUS OUTPATIENT PRIMARY AND SPECIALTY CARE CLINICS. CURRENTLY, TWO NEW BEHAVIORAL HEALTH FACILITIES ARE BEING BUILT ON THE CAMPUS. THESE FACILITIES WILL PROVIDE BEHAVIORAL HEALTH INPATIENT BEDS, OUTPATIENT SERVICES, TEACHING FACILITIES, A COURTROOM AND A NEW EMERGENCY DEPARTMENT OPENING IN FALL OF 2011. UPH Hospital, in collaboration with the University of Arizona College of Medicine, is expanding two of its Graduate Medical Education residency programs. UPH Hospital has been approved to add six resident physicians each to its internal medicine and family medicine programs. These programs focus on rural and underserved areas of Arizona and are designed to alleviate the physician shortage in Arizona by attracting and training doctors in Southern Arizona with the hope they will remain working in the state. PROGRAM SERVICE ACCOMPLISHMENTS #3 FORM 990, PART III, LINE 4C UNIVERSITY PHYSICIANS CLINICAL PRACTICE PROVIDES INPATIENT AND AMBULATORY CARE TO PATIENTS REGARDLESS OF THEIR ABILITY TO PAY. IN FY 2010, THE PRACTICE TREATED 178,977 PATIENTS, OF WHICH 24.6% HAVE NO ABILITY TO PAY BECAUSE THEY COULD NOT (CHARITY) OR WOULD NOT (BAD DEBT). THESE PATIENTS ARE CORE TO SUPPORTING THE EDUCATIONAL AND RESEARCH MISSIONS OF THE UNIVERSITY OF ARIZONA MEDICAL SCHOOL. IN FY 2010, THE PRACTICE HAD 34 RESIDENTS IN TRAINING. DESCRIPTION OF SIGNIFICANT CHANGES TO ORGANIZING OR ENABLING DOCUMENT FORM 990, PART VI, QUESTION 4 BYLAWS WERE AMENDED AND RESTATED ON 6/23/10 TO REFLECT A CHANGE IN DIRECTOR COMPOSITION AND A CHANGE IN CLASS OF MEMBERS. DESCRIPTION OF CLASSES OF MEMBERS OR STOCKHOLDERS FORM 990, PART VI, QUESTION 6 UNIVERSITY PHYSICIANS HEALTHCARE HAS TWO CLASSES OF MEMBERS: CORPORATE MEMBER AND PHYSICIAN MEMBERS. UA HEALTHCARE, INC. IS THE SOLE CORPORATE MEMBER. DESCRIPTION OF CLASSES OF PERSONS AND THE NATURE OF THEIR RIGHTS FORM 990, PART VI, QUESTION 7A MEMBERS ELECT AT-LARGE DIRECTORS FROM THE UNIVERSITY PHYSICIANS HEALTHCARE MEMBERSHIP. DESCRIPTION OF DECISIONS SUBJECT TO APPROVAL FORM 990, PART VI, QUESTION 7B UA HEALTHCARE, INC. AS THE SOLE CORPORATE MEMBER RESERVES THE POWER TO MAKE OR APPROVE DECISIONS OF THE CORPORATION AS GRANTED IN THE BYLAWS. PROCESS USED TO REVIEW FORM 990 FORM 990, PART VI, QUESTION 11A THE FORM 990 IS PREPARED BY AN ACCOUNTING FIRM BASED ON DATA GATHERED BY THE CONTROLLER AND OTHER MEMBERS OF THE ORGANIZATION'S FINANCE TEAM. THE CFO REVIEWS THE DRAFT FORM 990 AND PROVIDES ADDITIONAL COMMENTS. THE FINAL DRAFT VERSION OF THE FORM 990 IS PROVIDED TO THE BOARD OF DIRECTORS AT A BOARD MEETING HELD PRIOR TO THE MAY 15 DUE DATE FOR THE FORM 990. ANY ADDITIONAL COMMENTS SUGGESTED BY THE GOVERNING BODY ARE THEN CONSIDERED FOR INCORPORATION INTO THE FINAL VERSION OF THE FORM 990 TO BE FILED WITH THE IRS BY THE FINAL DUE DATE. DESCRIPTION OF PROCESS TO MONITOR TRANSACTIONS FOR CONFLICTS OF INTEREST FORM 990, PART VI, QUESTION 12C A CONFLICT OF INTEREST DISCLOSURE FORM IS REQUIRED TO BE COMPLETED BY ALL UPH OFFICERS, DIRECTORS, MEMBERS OF BOARD COMMITTEES AND UPPER MANAGEMENT EMPLOYEES ON AN ANNUAL BASIS. DISCLOSURE FORMS ARE THEN REVIEWED BY THE BOARD. COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY IS ENFORCED BY THE BOARD. WRITTEN DOCUMENTATION RETENTION AND DESTRUCTION POLICY FORM 990, PART VI, QUESTION 14 A DOCUMENT RETENTION DESTRUCTION POLICY WAS ADOPTED ON 2/18/11. PROCESS FOR DETERMINING COMPENSATION FORM 990, PART VI, QUESTIONS 15A & 15B DETERMINATION OF COMPENSATION MEETS THE REBUTTABLE PRESUMPTION TEST IN THAT IT IS APPROVED IN ADVANCE BY A THE BOARD-ESTABLISHED COMPENSATION COMMITTEE COMPRISED OF INDEPENDENT, DISINTERESTED COMMUNITY DIRECTORS. COMPARABILITY DATA IS OBTAINED BY AN OUTSIDE CONSULTING COMPANY. DOCUMENTATION IS MADE OF THE TERMS AND DATE APPROVED, MEMBERS OF THE COMPENSATION COMMITTEE PRESENT AND VOTES, COMPARABILITY DATA AND HOW IT WAS OBTAINED AND ACTIONS BY ANYONE WHO MIGHT HAVE A CONFLICT OF INTEREST. AVAILABILITY OF CERTAIN DOCUMENTS TO THE GENERAL PUBLIC FORM 990, PART VI, QUESTION 19 ARTICLES OF INCORPORATION AND AMENDMENTS ARE AVAILABLE ON THE ARIZONA CORPORATION COMMISSION WEBSITE. THE CONFLICT OF INTEREST POLICY IS MADE AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST. FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE STATE OF ARIZONA THROUGH AHCCCS. WE ALSO MAKE AVAILABLE FOR PUBLIC INSPECTION THE FOLLOWING DOCUMENTS: 501(C)(3) DETERMINATION LETTER, APPLICATION FOR EXEMPTION AND THE MOST RECENT FORM 990. DESCRIPTION OF BOND PURPOSE SCHEDULE K, PART I, COL F A) EQUIPMENT LEASE BONDS (UNIVERSITY PHYSICIANS HOSPITAL AT KINO) SERIES 2004 TO FINANCE MEDICAL EQUIPMENT. B) SERIES 2005B REVENUE BONDS. C) SERIES 2005A REVENUE BONDS. D) SERIES 2006 REVENUE BONDS. | Explanation |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIV PHYS HEALTH PLANS-UNIV FAM CARE LLC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2701 E ELVIRA ROAD | AddressLine1 |
| City | Tucson | City |
| State | AZ | State |
| ZIP Code | 85756 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 263153084 | EIN |
| Primary Activities | HEALTH PLAN | PrimaryActivities |
| Legal Domicile State | AZ | LegalDomicileState |
| Total Income | 3756891 | TotalIncome |
| EOY Assets | 55753054 | EOYAssets |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1 |
Form990 Schedule R Part II Form990ScheduleRPartII (7 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Direct Controlling Entity NADirectControllingEntityNA |
|---|---|---|---|---|---|---|---|---|---|---|
| CADUCEUS INDEMNITY INSURANCE CORPORATION | ||||||||||
| 745 Fort Street | Honolulu | HI | 96813 | 990343363 | CAPTIVE INS | HI | 501(C)(3) | 11A | NA | |
| UNIVERSITY PHYSICIANS HEALTHCARE FOUNDAT | ||||||||||
| 2701 E ELVIRA ROAD | TUCSON | AZ | 85706 | 202826747 | FUNDRAISING | AZ | 501(C)(3) | 11A | NA | |
| UPH COMMUNITY HEALTH CENTERS INC | ||||||||||
| 2701 E ELVIRA ROAD | TUCSON | AZ | 85706 | 264586679 | FQHC | AZ | 501(C)(3) | 3 | NA | |
| UNIVERSITY MEDICAL CENTER CORPORATION | ||||||||||
| 1501 N CAMPBELL AVE | TUCSON | AZ | 85724 | 860492210 | HEALTHCARE | AZ | 501(C)(3) | 3 | UAHC | |
| UNIVERSITY MEDICAL CENTER FOUNDATION | ||||||||||
| 1501 N CAMPBELL AVE | TUCSON | AZ | 85724 | 860572438 | SUPPORT | AZ | 501(C)(3) | 11 | UMCC | |
| DEVICE PRESERVATION INC | ||||||||||
| 1501 N CAMPBELL AVE | TUCSON | AZ | 85724 | 860687598 | MED DEVICE | AZ | 501(C)(3) | 11 | UMCC | |
| UNIVERSITY OF AZ HEALTHCARE | ||||||||||
| 1501 N CAMPBELL AVE | TUCSON | AZ | 85724 | 272936985 | SUPPORT | AZ | APPLIED FOR | APPLIED FOR | N/A | |
Form990 Schedule R Part III Form990ScheduleRPartIII (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Predominant Income TypePredominantIncomeType | Share Of Total IncomeShareOfTotalIncome | Share Of EOY AssetsShareOfEOYAssets | Disproportionate AllocationsDisproportionateAllocations | Code VCodeVAmount | General Or Managing PartnerGeneralOrManagingPartner | Direct Controlling Entity NADirectControllingEntityNA |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| TUCSON SRS LEASING LLC | ||||||||||||||
| 5600 N RIVER ROAD SUITE 885 | ROSEMONT | IL | 60018 | 205641701 | LEASING | IL | UMCC | RELATED | 514616 | 1758889 | false | $0 | true | |
| UNIVERSITY MEDICAL IMAGING LLC | ||||||||||||||
| 4291 N CAMPBELL AVE | TUCSON | AZ | 85724 | 203400643 | LEASING | AZ | RELATED | 6314 | 3585050 | false | $0 | true | N/A | |
Form990 Schedule R Part IV Form990ScheduleRPartIV
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UMCC INS FUNDING LTD | BusinessNameLine1 |
Address Foreign AddressForeign
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1051 GT 1ST CARIBBEAN HOUSE | AddressLine1 |
| City | GRAND CAYMAN | City |
| Province Or State | CAYMAN ISLANDS | ProvinceOrState |
| Country | CJ | Country |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 980116943 | EIN |
| Primary Activity | CAPTIVE INSURANCE | PrimaryActivity |
| Legal Domicile Foreign Country | CJ | LegalDomicileForeignCountry |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UMCC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Entity | C CORP | TypeOfEntity |
| Share Of Total Income | -499554 | ShareOfTotalIncome |
| Share Of EOY Assets | 11649877 | ShareOfEOYAssets |
| Percentage Ownership | 1.00000 | PercentageOwnership |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | true | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | false | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | true | OtherTransferToOtherOrg |
| Other Transfer From Other Org | true | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (4 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved |
|---|---|
| CADUCEUS INDEMNITY INSURANCE CORPORATION | |
| Q | 1308796 |
| CADUCEUS INDEMNITY INSURANCE CORPORATION | |
| Q | 62566 |
| CADUCEUS INDEMNITY INSURANCE CORPORATION | |
| R | 1738198 |
| CADUCEUS INDEMNITY INSURANCE CORPORATION | |
| H | 5763721 |
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