UNIVERSITY SURGICAL ASSOCIATES INC: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
UNIVERSITY SURGICAL ASSOCIATES INC (EIN 05-0389803)
Tax period
2024-10-01 to 2025-09-30
Filed
2026-08-06
IRS object ID
202602189349300515
Schema version
2024v5.5
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2026-08-06T09:46:51-05:00ReturnTs
Tax Period End2025-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN050409384PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KAHN LITWIN RENZA & CO LTDBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1951 NORTH MAIN STREETAddressLine1Txt
CityPROVIDENCECityNm
State AbbreviationRIStateAbbreviationCd
ZIP02904ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN050389803EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1UNIVERSITY SURGICAL ASSOCIATES INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlUNIVBusinessNameControlTxt
Phone4014539623PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1110 ELM STREET 2ND FLOORAddressLine1Txt
CityPROVIDENCECityNm
State AbbreviationRIStateAbbreviationCd
ZIP02903ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDR AURORA PRYORPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone4014539623PhoneNum
Signature2026-08-06SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSANDY ROSSPreparerPersonNm
PTINP01399337PTIN
Phone4012742001PhoneNum
Preparation2026-08-06PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

Doing Business As Name DoingBusinessAsName

FieldValueIRS element (for citing)
Business Name Line1BROWN SURGICAL ASSOCIATES INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Principal OfficerDR AURORA PRYORPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1110 ELM STREET 2ND FLOORAddressLine1Txt
CityPROVIDENCECityNm
State AbbreviationRIStateAbbreviationCd
ZIP02903ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$64,201,747GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.USASURG.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1980FormationYr
Legal Domicile StateRILegalDomicileStateCd
Activity Or MissionUNIVERSITY SURGICAL ASSOCIATES, INC. IS A NONPROFIT CORPORATION FOUNDED TO PROVIDE DIAGNOSIS AND TREATMENT OF DISORDERS FOR PATIENTS OF RHODE ISLAND HOSPITAL AND OTHERS REQUIRING SURGERY, TO CONDUCT RESEARCH IN THE FIELD OF SURGERY, AND TO TEACH PHYSICIANS, MEDICAL STUDENTS AND OTHER HEALTH CARE PERSONNEL IN THE FIELD OF SURGERY.ActivityOrMissionDesc
Voting Members Governing Body9VotingMembersGoverningBodyCnt
Voting Members Independent0VotingMembersIndependentCnt
Total Employee298TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$251,462TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$11,451NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$1,078,668PYContributionsGrantsAmt
CY Contributions Grants$994,389CYContributionsGrantsAmt
PY Program Service Revenue$48,739,305PYProgramServiceRevenueAmt
CY Program Service Revenue$51,490,695CYProgramServiceRevenueAmt
PY Investment Income$1,343,226PYInvestmentIncomeAmt
CY Investment Income$2,304,024CYInvestmentIncomeAmt
PY Other Revenue-$72,694PYOtherRevenueAmt
CY Other Revenue$24,545CYOtherRevenueAmt
PY Total Revenue$51,088,505PYTotalRevenueAmt
CY Total Revenue$54,813,653CYTotalRevenueAmt
PY Grants And Similar Paid$33,804PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$211,125CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$45,765,125PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$48,158,808CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$10,009,409PYOtherExpensesAmt
CY Other Expenses$14,724,333CYOtherExpensesAmt
PY Total Expenses$55,808,338PYTotalExpensesAmt
CY Total Expenses$63,094,266CYTotalExpensesAmt
PY Revenues Less Expenses-$4,719,833PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$8,280,613CYRevenuesLessExpensesAmt
Total Assets BOY$47,404,891TotalAssetsBOYAmt
Total Assets EOY$46,921,151TotalAssetsEOYAmt
Total Liabilities BOY$27,076,648TotalLiabilitiesBOYAmt
Total Liabilities EOY$35,638,725TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$20,328,243NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$11,282,426NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionUNIVERSITY SURGICAL ASSOCIATES, INC. IS A NONPROFIT CORPORATION FOUNDED TO PROVIDE DIAGNOSIS AND TREATMENT OF DISORDERS FOR PATIENTS OF RHODE ISLAND HOSPITAL AND OTHERS REQUIRING SURGERY, TO CONDUCT RESEARCH IN THE FIELD OF SURGERY, AND TO TEACH PHYSICIANS, MEDICAL STUDENTS AND OTHER HEALTH CARE PERSONNEL IN THE FIELD OF SURGERY.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$52,942,119ExpenseAmt
Grant$211,125GrantAmt
Revenue$51,263,778RevenueAmt
DescPROVIDES DIAGNOSIS AND TREATMENT OF DISORDERS AND SURGERY FOR PATIENTS AS WELL AS RESEARCH IN SURGERY AND RELATED FIELDS, AND PROVIDES INSTRUCTION IN SURGERY AND RELATED FIELDS.Desc
Total Program Service Expenses$52,942,119TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other AssetsYes (1)ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam MemYes (1)BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document44IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee298EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members9GoverningBodyVotingMembersCnt
Independent Voting Member0IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (1)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldRIStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ROBIN MARTINBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4014539623PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1110 ELM STREET 2ND FLOORAddressLine1Txt
CityPROVIDENCECityNm
State AbbreviationRIStateAbbreviationCd
ZIP02903ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
AURORA PRYOR MD
PRESIDENT1.0040.00Yes (X)Yes (X)$0$0$0
STEPHEN MIGLIORI MD
VICE PRESIDENT/TREASURER (AS OF 8/25)40.00Yes (X)Yes (X)$500,316$0$6,142
TRAVIS COTTON MD
VICE PRESIDENT/TREASURER (TO 8/25)40.00Yes (X)Yes (X)$461,298$0$35,484
RACHEL BEARD MD
SECRETARY (AS OF 8/25)40.00Yes (X)Yes (X)$447,659$0$6,142
JEFFREY SLAIBY MD
TRUSTEE (SECRETARY TO 8/25)40.00Yes (X)$535,453$0$35,484
STEPHANIE LUECKEL MD
TRUSTEE40.00Yes (X)$416,370$0$32,264
FRANCOIS LUKS MD
TRUSTEE40.00Yes (X)$517,561$0$28,699
MATTHEW VREES MD
TRUSTEE (TO 3/25)40.00Yes (X)$387,686$0$32,091
CHARU TANEJA MD
TRUSTEE40.00Yes (X)$324,779$0$37,405
HALEY LEESLEY MD
TRUSTEE (AS OF 8/25)40.00Yes (X)$321,439$0$20,361
ANDREW LUHRS MD
TRUSTEE (AS OF 8/25)40.00Yes (X)$395,982$0$32,177
MATTI UUSTAL
EXECUTIVE DIRECTOR (TO 10/24)40.00$356,374$0$22,936Yes (X)
ABBAS ABBAS MD
PHYSICIAN40.00$1,008,618$0$38,218Yes (X)
CHARLES ADAMS MD
PHYSICIAN40.00$612,168$0$35,484Yes (X)
DAVID HARRINGTON MD
PHYSICIAN40.00$555,926$0$26,192Yes (X)
PETER MAZZAGLIA MD
PHYSICIAN40.00$523,885$0$15,062Yes (X)
DAVID CLOUTIER MD
PHYSICIAN40.00$504,692$0$35,484Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$7,870,206TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$439,625TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K111IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (3 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
DAVID COPPE
2910 DISTRICT AVENUE SUITE 300FAIRFAXVA22031GENERAL SURGERY ONCALL COVERAGE SERVICE$162,000
THE CODING NETWORK LLC
PO BOX 101794PASADENACA91189MEDICAL CODING$135,957
CIOFFI APPLETON LLC
114 SPRING STREETSAUNDERSTOWNRI02874RESIDENT SEMINARS$101,110
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K4CntrctRcvdGreaterThan100KCnt
Related Organizations$582,249RelatedOrganizationsAmt
All Other Contributions$412,140AllOtherContributionsAmt
Total Contributions$994,389TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
PATIENT SERVICE FEES621110$26,885,842$26,885,842
CONTRACT AND STAFF SER621110$19,115,402$19,115,402
TEACHING AND ADMINISTR621110$5,126,208$5,126,208
OTHER CONTRACT REVENUE621110$363,243$136,326$226,917
FieldValueIRS element (for citing)
Total Program Service Revenue$51,490,695TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$404,411TotalRevenueColumnAmt
Exclusion$404,411ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$11,287,707SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$9,388,094SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$1,899,613SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,899,613TotalRevenueColumnAmt
Exclusion$1,899,613ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescGAIN/LOSS ON EQUITY INDesc
Business621110BusinessCd
Total Revenue Column$24,545TotalRevenueColumnAmt
Unrelated Business Revenue$24,545UnrelatedBusinessRevenueAmt
FieldValueIRS element (for citing)
Other Revenue Total$24,545OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$54,813,653TotalRevenueColumnAmt
Related Or Exempt Func Income$51,263,778RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$251,462UnrelatedBusinessRevenueAmt
Exclusion$2,304,024ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$211,125TotalAmt
Program Services$211,125ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$5,509,381TotalAmt
Program Services$4,655,279ProgramServicesAmt
Management And General$854,102ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$33,858,914TotalAmt
Program Services$31,046,304ProgramServicesAmt
Management And General$2,812,610ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$3,029,496TotalAmt
Program Services$2,323,970ProgramServicesAmt
Management And General$705,526ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$3,584,363TotalAmt
Program Services$2,845,959ProgramServicesAmt
Management And General$738,404ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$2,176,654TotalAmt
Program Services$1,723,910ProgramServicesAmt
Management And General$452,744ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$49,273TotalAmt
Management And General$49,273ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$105,409TotalAmt
Management And General$105,409ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$99,316TotalAmt
Management And General$99,316ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$4,293,801TotalAmt
Program Services$1,072,193ProgramServicesAmt
Management And General$3,221,608ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$113,436TotalAmt
Management And General$113,436ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$773,458TotalAmt
Program Services$565,920ProgramServicesAmt
Management And General$207,538ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$467,622TotalAmt
Program Services$267,907ProgramServicesAmt
Management And General$199,715ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$2,358,460TotalAmt
Program Services$2,010,823ProgramServicesAmt
Management And General$347,637ManagementAndGeneralAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$86,284TotalAmt
Management And General$86,284ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$201,016TotalAmt
Program Services$162,698ProgramServicesAmt
Management And General$38,318ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$4,480,092TotalAmt
Program Services$4,379,513ProgramServicesAmt
Management And General$100,579ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
ACADEMIC ASSESSMENT$989,498$989,498
SURGICAL SUPPLIES$605,441$585,793$19,648
RESEARCH EXPENSES$101,227$101,227

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$63,094,266TotalAmt
Program Services$52,942,119ProgramServicesAmt
Management And General$10,152,147ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$214,419BOYAmt
EOY$1,769,248EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$1,275,423BOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$5,928,192BOYAmt
EOY$6,275,677EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$161,552BOYAmt
EOY$156,085EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$4,023,281LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$2,020,178LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$614,117BOYAmt
EOY$2,003,103EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$34,340,900BOYAmt
EOY$31,279,507EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$221,361BOYAmt
EOY$233,944EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$4,648,927BOYAmt
EOY$5,203,587EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$47,404,891BOYAmt
EOY$46,921,151EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$5,599,933BOYAmt
EOY$5,344,901EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$209,793BOYAmt
EOY$1,208,490EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
EOY$2,700,000EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$21,266,922BOYAmt
EOY$26,385,334EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$27,076,648BOYAmt
EOY$35,638,725EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$19,807,373BOYAmt
EOY$10,697,285EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$520,870BOYAmt
EOY$585,141EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$20,328,243BOYAmt
EOY$11,282,426EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$47,404,891BOYAmt
EOY$46,921,151EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$8,280,613ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$765,204NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consol And Sep Basis Fincl StmtYes (X)ConsolAndSepBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3Yes (X)SupportingOrganization509a3Ind
Supporting Org Type3 Func IntYes (X)SupportingOrgType3FuncIntInd
IRS Written DeterminationYes (X)IRSWrittenDeterminationInd
Supported Organizations5SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp (5 entries)

EINEINOrganization TypeOrganizationTypeCdGoverning Document ListedGoverningDocumentListedIndSupportSupportAmtOther SupportOtherSupportAmt
RHODE ISLAND HOSPITAL
0502589543Yes (1)$0$16,438,106
BROWN UNIVERSITY
0502588093Yes (1)$0$270,805
THE MIRIAM HOSPITAL
2228619783Yes (1)$0$3,599,624
NEWPORT HOSPITAL
0502589143Yes (1)$0$1,079,711
WOMEN AND INFANTS
0502589373Yes (1)$0$480,000
FieldValueIRS element (for citing)
Supported Organizations Total5SupportedOrganizationsTotalCnt
Support Sum$0SupportSumAmt
Other Support Sum$21,868,246OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

FieldValueIRS element (for citing)
Listed By Name Governing DocYes (1)ListedByNameGoverningDocInd
Suprt Org No IRS Determination0SuprtOrgNoIRSDeterminationInd
Supported Org Section C4560SupportedOrgSectionC456Ind
Supported Org Not Organized US0SupportedOrgNotOrganizedUSInd
Organization Change Suprt Org0OrganizationChangeSuprtOrgInd
Support Non Supported Org0SupportNonSupportedOrgInd
Payment Substantial Contribtr0PaymentSubstantialContribtrInd
Loan Disqualified Person0LoanDisqualifiedPersonInd
Controlled Disqualified Prsn0ControlledDisqualifiedPrsnInd
Disqualified Prsn Controll Int0DisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr Int0DisqualifiedPrsnOwnrIntInd
Excess Business Holdings Rules0ExcessBusinessHoldingsRulesInd
Contribution Controller0ContributionControllerInd
Contribution Family0ContributionFamilyInd
Contribution35 Controlled0Contribution35ControlledInd

Form990 Sch A Type3 Sprt Org All Form990SchAType3SprtOrgAllGrp

FieldValueIRS element (for citing)
Timely Provided Documents0TimelyProvidedDocumentsInd
Officers Close RelationshipYes (1)OfficersCloseRelationshipInd
Supported Org Voice Investment0SupportedOrgVoiceInvestmentInd

Form990 Sch A Type3 Func Int Form990SchAType3FuncIntGrp

FieldValueIRS element (for citing)
Activities TestYes (X)ActivitiesTestInd
Activities Further Exempt PrpsYes (1)ActivitiesFurtherExemptPrpsInd
Activities Engaged Org InvlmntYes (1)ActivitiesEngagedOrgInvlmntInd

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SECTION E, LINE 2AUNIVERSITY SURGICAL ASSOCIATES SERVES AS THE SURGERY DEPARTMENT FOR THE LIFESPAN GROUP OF HOSPITALS AND THEREFORE, ENABLES THE HOSPITALS TO OFFER A SURGICAL RESIDENCY PROGRAM.
SECTION E, LINE 2BBUT FOR THE AVAILABILITY OF UNIVERSITY SURGICAL ASSOCIATES TO SERVE AS THE SURGERY DEPARTMENT, THE LIFESPAN GROUP OF HOSPITALS WOULD HAVE TO HIRE SURGEONS TO PERFORM THESE DUTIES.

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$486,137BeginningYearBalanceAmt
Investment Earnings Or Losses$54,686InvestmentEarningsOrLossesAmt
Other Expenditures$167OtherExpendituresAmt
End Year Balance$540,656EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$389,213BeginningYearBalanceAmt
Investment Earnings Or Losses$99,684InvestmentEarningsOrLossesAmt
Other Expenditures$2,760OtherExpendituresAmt
End Year Balance$486,137EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$345,398BeginningYearBalanceAmt
Investment Earnings Or Losses$44,065InvestmentEarningsOrLossesAmt
Other Expenditures$250OtherExpendituresAmt
End Year Balance$389,213EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$414,979BeginningYearBalanceAmt
Investment Earnings Or Losses-$69,081InvestmentEarningsOrLossesAmt
Other Expenditures$500OtherExpendituresAmt
End Year Balance$345,398EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$342,642BeginningYearBalanceAmt
Investment Earnings Or Losses$72,837InvestmentEarningsOrLossesAmt
Other Expenditures$500OtherExpendituresAmt
End Year Balance$414,979EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.00000BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.25432PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.74568TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$595,994OtherCostOrOtherBasisAmt
Depreciation$427,749DepreciationAmt
Book Value$168,245BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$2,001,160OtherCostOrOtherBasisAmt
Depreciation$1,592,429DepreciationAmt
Book Value$408,731BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,426,127OtherCostOrOtherBasisAmt
Book Value$1,426,127BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$2,003,103TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (6 entries)

DescDescBook ValueBookValueAmt
RIGHT OF USE ASSETS- OPERATING$4,536,386
RIGHT OF USE ASSETS- FINANCE$25,097
DEPOSITS$20,457
INVESTMENT - EQUITY METHOD$82,910
INVESTMENT RESEARCH FOUNDATION$35,598
DUE FROM RELATED ORGANIZATIONS$503,139
FieldValueIRS element (for citing)
Total Book Value Other Assets$5,203,587TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)

DescDescAmtAmt
DEFERRED COMPENSATION LIABILITY$19,114,110
OPERATING LEASE LIABILITIES$4,538,283
FINANCING LEASE LIABILITIES$28,317
MALPRACTICE SELF- INSURANCE$2,704,624
FieldValueIRS element (for citing)
Total Liability$26,385,334TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$53,949,133TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$765,204NetUnrealizedGainsInvstAmt
Revenue Not Reported-$765,204RevenueNotReportedAmt
Revenue Subtotal$54,714,337RevenueSubtotalAmt
Investment Expenses Not Incld$99,316InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$99,316RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$54,813,653TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$62,994,950TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$62,994,950ExpensesSubtotalAmt
Investment Expenses Not Incld2$99,316InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$99,316ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$63,094,266TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART V, LINE 4:W. R. THOMPSON LECTURESHIP ENDOWMENT IS USED TO ACCOUNT FOR FUNDS SET ASIDE TO ESTABLISH THE W. R. THOMPSON LECTURESHIP IN ESOPHAGASTRIC SURGERY. THE INTEREST EARNED ON THE CORPUS MAY BE USED FOR ANNUAL LECTURESHIP. THE PRINCIPAL MAY NOT BE INVADED; AS A RESULT, THIS FUND IS CONSIDERED AN ENDOWMENT FUND. DR. SHOAIB SHEIKH SURGICAL ENDOWMENT WAS ESTABLISHED TO FUND THE DR. SHOAIB SHEIKH SURGICAL AWARD. THE INTEREST EARNED ON THE CORPUS MAY BE USED FOR AN ANNUAL AWARD TO A RESIDENT, INCLUDING A MONETARY SUM AND FUNDING OF EXPENSES TO GO ON A ONE OR TWO WEEK INTERNATIONAL BURN TRIP WITH THE SURGICAL FACULTY, AT THE DISCRETION OF THE PRESIDENT OF UNIVERSITY SURGICAL ASSOCIATES. THE PRINCIPAL MAY NOT BE INVADED; AS A RESULT, THIS FUND IS CONSIDERED AN ENDOWMENT FUND.
PART X, LINE 2:THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. MANAGEMENT BELIEVES THAT THE ORGANIZATION OPERATES IN A MANNER CONSISTENT WITH ITS TAX-EXEMPT STATUS AT BOTH THE STATE AND FEDERAL LEVEL. THE ORGANIZATION HAS BEEN CLASSIFIED AS AN ORGANIZATON THAT IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A)(3). THE ORGANIZATION ANNUALLY FILES IRS FORM 990 - RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, REPORTING VARIOUS INFORMATION THAT THE IRS USES TO MONITOR THE ACTIVITIES OF TAX-EXEMPT ENTITIES. THESE TAX RETURNS ARE SUBJECT TO REVIEW BY THE TAXING AUTHORITIES, AND THE FEDERAL INCOME TAX RETURNS ARE SUBJECT TO EXAMINATION BY THE IRS, GENERALLY FOR THREE YEARS AFTER THEY WERE FILED. THE ORGANIZATION CURRENTLY HAS NO TAX EXAMINATIONS IN PROGRESS.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxt
RHODE ISLAND HOSPITAL FOUNDATION
BOX HPROVIDENCERI02901050258954PUBLIC CHARITY$5,125$0SUPPORT FOR HASBRO GOLF INVITATIONAL
BROWN UNIVERSITY THE WARREN ALPERT MEDICAL SCHOOL
222 RICHMOND STREETPROVIDENCERI02903050258809PUBLIC CHARITY$200,000$0TO ASSIST WITH TEACHING AND RESEARCH
FieldValueIRS element (for citing)
Total501c3 Org3Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationOUR ORGANIZATION IS FREQUENTLY APPROACHED BY OTHER 501(C)(3) ORGANIZATIONS FOR SUPPORT OF VARIOUS PROGRAMS WHICH ARE IN LINE WITH OUR MISSION. WE MAINTAIN A FILE OF SUCH SOLICITATIONS, ALONG WITH THE ACKNOWLEDGEMENTS OF THEIR RECEIPT OF OUR CONTRIBUTIONS, AS WELL AS THEIR CANCELLED CHECKS.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Written Employment ContractYes (X)WrittenEmploymentContractInd
Compensation SurveyYes (X)CompensationSurveyInd
Severance PaymentYes (1)SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (16 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
ABBAS ABBAS MD
PHYSICIAN$1,001,094$0$0$0$7,524$0$0$0$38,218$0$1,046,836$0$0$0
CHARLES ADAMS MD
PHYSICIAN$607,266$0$0$0$4,902$0$0$0$35,484$0$647,652$0$0$0
DAVID HARRINGTON MD
PHYSICIAN$548,402$0$0$0$7,524$0$0$0$26,192$0$582,118$0$0$0
JEFFREY SLAIBY MD
TRUSTEE (SECRETARY TO 8/25)$527,929$0$0$0$7,524$0$0$0$35,484$0$570,937$0$0$0
FRANCOIS LUKS MD
TRUSTEE$503,083$0$0$0$14,478$0$0$0$28,699$0$546,260$0$0$0
DAVID CLOUTIER MD
PHYSICIAN$502,070$0$0$0$2,622$0$0$0$35,484$0$540,176$0$0$0
PETER MAZZAGLIA MD
PHYSICIAN$518,983$0$0$0$4,902$0$0$0$15,062$0$538,947$0$0$0
STEPHEN MIGLIORI MD
VICE PRESIDENT/TREASURER (AS OF 8/25$492,942$0$0$0$7,374$0$0$0$6,142$0$506,458$0$0$0
TRAVIS COTTON MD
VICE PRESIDENT/TREASURER (TO 8/25)$460,266$0$0$0$1,032$0$0$0$35,484$0$496,782$0$0$0
RACHEL BEARD MD
SECRETARY (AS OF 8/25)$446,662$0$0$0$997$0$0$0$6,142$0$453,801$0$0$0
STEPHANIE LUECKEL MD
TRUSTEE$414,942$0$0$0$1,428$0$0$0$32,264$0$448,634$0$0$0
ANDREW LUHRS MD
TRUSTEE (AS OF 8/25)$395,182$0$0$0$800$0$0$0$32,177$0$428,159$0$0$0
MATTHEW VREES MD
TRUSTEE (TO 3/25)$387,686$0$0$0$0$0$0$0$32,091$0$419,777$0$0$0
MATTI UUSTAL
EXECUTIVE DIRECTOR (TO 10/24)$348,843$0$0$0$7,531$0$0$0$22,936$0$379,310$0$0$0
CHARU TANEJA MD
TRUSTEE$321,712$0$0$0$3,067$0$0$0$37,405$0$362,184$0$0$0
HALEY LEESLEY MD
TRUSTEE (AS OF 8/25)$320,759$0$0$0$680$0$0$0$20,361$0$341,800$0$0$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 4AFormAndLineReferenceDesc
ExplanationSEVERENCE PAID TO MATT UUSTAL FROM DOT 10/23/24 THROUGH 9/30/25 (AND INTO FY26)ExplanationTxt

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
THERESA A GRAVES MD
EMPLOYEE IS MARRIED TO WILLIAM CIOFFI, MD, PRESIDENT OF THE ORGANIZATION$500,970COMPENSATION: THERESA A. GRAVES, MD, IS EMPLOYED BY UNIVERSITY SURGICAL ASSOCIATES, INC.0
NEW ENGLAND MEDICAL BILLING INC
BSA OWNS 68.18% OF NEMB$1,497,205NEMB IS AN INDEPENDENT CONTRACTOR OF THE ORGANZIATION PROVIDING MEDICAL BILLING AND CODING SERVICES0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 2WILLIAM CIOFFI, M.D., PRESIDENT OF THE BOARD AND THERESA GRAVES, M.D., HIGHEST PAID EMPLOYEE ARE MARRIED.
FORM 990, PART VI, SECTION A, LINE 6THE ORGANIZATION HAS CLASS A MEMBER PHYSICIANS AND ITS SOLE CORPORATE CLASS B MEMBER BROWN PHYSICIANS.
FORM 990, PART VI, SECTION A, LINE 7ATHE ORGANIZATION'S CLASS A MEMBERS ELECT 7 OF THE 9 BOARD MEMBERS OF WHICH THEN 80% MUST BE APPROVED BY THE CLASS B MEMBER ONE TRUSTEE WILL BE THE RIH CHIEF, WHO SHALL BE A VOTING EX-OFFICIO TRUSTEE. THE OTHER TRUSTEE WILL BE THE VICE CHAIRMAN OF THE BROWN DEPARTMENT OF SURGERY, WHO SHALL BE A VOTING EX-OFFICIO TRUSTEE PROVIDED THAT HE IS A CLASS A MEMBER OF THE CORPORATION. BPI RESERVES THE RIGHT TO REMOVE ANY DIRECTOR, EXCEPT AN EX-OFFICIO DIRECTORS, WITH OR WITHOUT CAUSE.
FORM 990, PART VI, SECTION A, LINE 7BTHE GOVERNANCE AND OPERATIONS OF THE CORPORATION SHALL BE SUBJECT IN ALL RESPECTS TO THE CLASS B MEMBER'S RIGHT TO EXERCISE THE RESERVED POWERS SET FORTH IN THIS SECTION (THE "RESERVED POWERS") WITH RESPECT TO THE CORPORATION AND ORGANIZATIONS OF WHICH THE CORPORATION IS EITHER, DIRECTLY OR INDIRECTLY, A CONTROLLING MEMBER, A CONTROLLING SHAREHOLDER, OR A CONTROLLING (THE "AFFILIATES"). THE CLASS B MEMBER SHALL HAVE THE EXCLUSIVE RIGHT TO EXERCISE THE RESERVED POWERS, AND THE BOARD OF DIRECTORS AND CLASS A MEMBERS OF THE CORPORATION SHALL HAVE NO POWER OR AUTHORITY OVER THE CORPORATION WHICH WOULD IN ANY WAY CONFLICT WITH THE CLASS B MEMBER'S EXCLUSIVE RIGHT TO EXERCISE THE RESERVED POWERS.
FORM 990, PART VI, SECTION B, LINE 11BTHE FORM 990 IS REVIEWED BY THE PRESIDENT OF THE BOARD AND PRESENTED TO THE TRUSTEES FOR THEIR REVIEW.
FORM 990, PART VI, SECTION B, LINE 12CTHE ORGANIZATION'S CONFLICT OF INTEREST POLICY IS DISTRIBUTED ANNUALLY AND DISCUSSED WITH THE PRESIDENT, MEMBERS OF THE BOARD OF TRUSTEES, AND SENIOR MANAGEMENT. THE DOCUMENTATION INCLUDES A DETAILED EXPLANATION OF THE POLICY AND THE ACTIONS TO BE TAKEN IF A CONFLICT SHOULD ARISE.
FORM 990, PART VI, SECTION B, LINE 15THE ORGANIZATION MAINTAINS SALARY RANGES FOR ALL EMPLOYEES, WHICH IS UPDATED AND APPROVED BY THE BOARD OF TRUSTEES ANNUALLY.
FORM 990, PART VI, SECTION C, LINE 19THE FORM 990 OF THE ORGANIZATION IS MADE AVAILABLE UPON REQUEST AND TO THE PUBLIC ON GUIDESTAR. THE CONFLICT OF INTEREST POLICY WILL BE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
FORM 990, PART XII, LINE 2CTHE ORGANIZATION DID NOT CHANGE EITHER ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE YEAR.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (9 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtControlled OrganizationControlledOrganizationIndBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Txt
BROWN PHYSICIANS INC
110 ELM ST 2ND FLOORPROVIDENCERI02903821858635EDUCATIONAL SERVICESRI501(C)(3)LINE 12A, I0
BROWN DERMATOLOGY
593 EDDY STREET APC-10PROVIDENCERI02903812847155EDUCATIONAL SERVICESRI501(C)(3)LINE 40BROWN PHYSICIANS INC
BROWN EMERGENCY MEDICINE
125 WHIPPLE ST 3RD FLOORPROVIDENCERI02908050486254EDUCATIONAL SERVICESRI501(C)(3)LINE 30BROWN PHYSICIANS INC
BROWN MEDICINE
110 ELM ST 2ND FLOORPROVIDENCERI02903050450410EDUCATIONAL SERVICESRI501(C)(3)LINE 40BROWN PHYSICIANS INC
BROWN UROLOGY INC
75 NEWMAN AVENUE 2ND FLOORPROVIDENCERI02916821512459EDUCATIONAL SERVICESRI501(C)(3)LINE 30BROWN PHYSICIANS INC
BROWN NEUROLOGY
593 EDDY STREET APC-5PROVIDENCERI02903050448314EDUCATIONAL SERVICESRI501(C)(3)LINE 12A, I0BROWN PHYSICIANS INC
RHODE ISLAND HOSPITAL
593 EDDY STREET APC-10PROVIDENCERI02903050258954HOSPITAL SERVICESRI501(C)(3)LINE 30
BROWN UNIVERSITY
CONTROLLERS OFFICE BOX JPROVIDENCERI02912050258809EDUCATIONAL SERVICESRI501(C)(3)LINE 20
UNIVERSITY CARDIOVASCULAR SURGICAL ASSOCIATES INC
110 ELM ST 2ND FLOORPROVIDENCERI02903263750378EDUCATIONAL SERVICESRI501(C)(3)LINE 100BROWN UNIVERSITY

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp

Related Organization Name RelatedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1NEW ENGLAND MEDICAL BILLING INCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line175 NEWMAN AVENUE SUITE 100AddressLine1Txt
CityRUMFORDCityNm
State AbbreviationRIStateAbbreviationCd
ZIP02916ZIPCd
FieldValueIRS element (for citing)
EIN050453150EIN
Primary ActivitiesMEDICAL BILLINGPrimaryActivitiesTxt
Legal Domicile StateRILegalDomicileStateCd
Direct Controlling NAN/ADirectControllingNACd
Entity TypeSEntityTypeTxt
Ownership0.50850OwnershipPct
Controlled Organization0ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (1)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgYes (1)LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgYes (1)LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgYes (1)RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgYes (1)PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (1)PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (1)ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (17 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
BROWN MEDICINE
E$910COST
BROWN PHYSICIANS INC
C$582,249COST
BROWN PHYSICIANS INC
D$267,039COST
BROWN PHYSICIANS INC
E$471,589COST
BROWN PHYSICIANS INC
K$134,110COST
BROWN PHYSICIANS INC
M$2,014,776COST
BROWN PHYSICIANS INC
P$8,831,628COST
BROWN UNIVERSITY
E$411,762COST
BROWN UNIVERSITY
P$989,498COST
BROWN UROLOGY INC
D$723,723COST
BROWN UROLOGY INC
E$15,125COST
NEW ENGLAND MEDICAL BILLING INC
D$82,910COST
NEW ENGLAND MEDICAL BILLING INC
E$115,494COST
NEW ENGLAND MEDICAL BILLING INC
K$252,000COST
NEW ENGLAND MEDICAL BILLING INC
L$1,239,115COST
UNIVERSITY CARDIOVASCULAR SURGICAL ASSOCIATES INC
D$42,239COST
UNIVERSITY CARDIOVASCULAR SURGICAL ASSOCIATES INC
M$248,294COST

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