2026-05-14T13:51:19+00:00 2025-06-30 135381590 BDO USA 8401 GREENSBORO DR STE 800 MCLEAN VA 221023599 990 2024-07-01 541124769 UNIVERSITY OF VIRGINIA PHYSICIANS GROUP UNIV 4342951000 100 Avon Street 201 Charlottesville VA 22902 Susan Rumsey CFO 2026-05-14 false TODD TERESCO P00247720 7038930600 2026-05-14 2024 2025-03-06 01:10:19Z Susan Rumsey 100 Avon Street 201 Charlottesville VA 22902 702417586 false X UPG.VIRGINIA.EDU X 1979 VA PATIENT CARE, TEACHING AND MEDICAL RESEARCH 30 14 2286 15 2417797 0 4485075 8084896 636667325 680316566 2590278 1744837 12527326 12253370 656270004 702399669 46883525 56170589 0 468833130 512523557 0 0 142831790 143084946 658548445 711779092 -2278441 -9379423 500646389 513195334 229474936 222927853 271171453 290267481 The mission of The University of Virginia Health System is transforming health and inspiring hope for all Virginians and beyond. Its vision is to be the nation's leading public academic health system and a best place to work - while transforming patient care, research, education, and engagement with the diverse communities it serves. false false 683930943 56170589 690152139 The University of Virginia Physicians Group (UPG) supports the University of Virginia by employing physicians who are faculty members of the University of Virginia School of Medicine and provide patient care, teach medical students, engage in medical research, and provide other health care-related services in conjunction with the University of Virginia Medical Center. UPG also provides funds to the University of Virginia in support of health related activities of the University of Virginia Medical Center. For the year ended June 30, 2025, UPG provided patient care as follows: inpatients: 336,266 outpatients: 1,137,742; home visits: 3,871; not classified/unknown: 6 683930943 true true false false false false false false false true true false false true true false false true false false false false false false false false false true false true false false false false false false false false false false false false false false true true true true false false true 114 0 true 2286 true true true false false false false false false false false false false false X 30 14 true false false false false false false true true false false false true true true true true true true true false false VA X SUSAN RUMSEY 4342951000 100 AVON STREET SUITE 201 CHARLOTTESVILLE VA 22902 James M Larner MD President 49.2 1.5 X X 1042018 0 3673 Andrew Ward Holzwarth Public Director 0.7 0 X 0 0 0 Brian E Kogon MD Clinician Physician 0.0 0 X 1049816 0 677 CLAIRE W GARGALLI ELECTED PUBLIC MEMBER 0.7 0 X 0 0 0 Craig Kent MD CEO UVA Health/Ex-officio director (THRU 02.25) 7.8 42.4 X 31054 1933007 353472 CRAIG WOOD ELECTED PUBLIC MEMBER 0.4 0 X 0 0 0 Gloria Rockhold ELECTED PUBLIC MEMBER (THRU 06/25) 0.4 0 X 0 0 0 Jeff Burton Public Director 0.5 0 X 0 0 0 Jennifer W Davis UVA Exec. Vice President/University Representative 0.3 50.0 X 0 804744 176050 Kelli Palmer ELECTED PUBLIC MEMBER 0.3 0 X 0 0 0 Kirsten Lynn Greene MD Physician Director 50.2 0.3 X 698143 0 7150 Laura Roberts Public Director 0.3 50.0 X 0 309331 38350 Li Li MD Physician Director 49.7 0.8 X 225216 0 4024 Louise McNamee ELECTED PUBLIC MEMBER 0.4 0 X 0 0 0 Margaret Clarke Tracci MD Vice Chair of the Board 47.1 3.0 X 553436 92928 28954 Mark Lorenzoni ELECTED PUBLIC MEMBER 0.3 0 X 0 0 0 Mark Roberts CPA ELECTED PUBLIC MEMBER 0.5 0 X 0 0 0 Melina R Kibbe MD Dean, UVA School of Medicine/ex-officio director 20.7 29.8 X 132248 1030052 207050 Michael Guthrie ELECTED PUBLIC MEMBER 0.5 0 X 0 0 0 Mitchell H Rosner MD Chair, Medicine 36.2 0 X 324803 366232 70453 Mo Nadkarni MD ELECTED PUBLIC MEMBER 50.3 0.1 X 270180 0 944 Peter Netland MD Physician Director 45.3 5.0 X 197004 93212 26743 Rebekah Compton Advance Practice Provider Director 46.2 4.5 X 370733 0 13753 Robert H Thiele MD Physician Director 47.4 2.9 X 503827 87568 26825 Rosemarie L Tyger PA PA-C. Advance Practice Provider Director (AS OF 03.25) 0.3 0 X 169574 0 7130 Scott Syverud MD ELECTED PUBLIC MEMBER 0.5 0 X 0 0 0 Sharon Hostler MD ELECTED PUBLIC MEMBER 0.3 0 X 0 0 0 Vanessa Gregg MD Physician Director 50.2 0 X 369842 0 338 Victoria D Harker University Representative 0.2 0 X 0 0 0 Wendy Michelle Horton Chief Executive Officer, UVA Medical Center/ex-officio director 0.3 0 X 0 1120172 225305 Anne F Bachmann General Council - UPG 0.0 0 X 396720 0 20100 Marc W Rickabaugh Dir of Finance/Corp Treasurer 44.3 6.0 X 203515 0 14465 Scott Just MD Chief Executive Officer 49.0 1.7 X 968479 0 20986 Susan Rumsey Chief Financial Officer 47.0 3.3 X 446896 0 18673 Abhinav B Chhabra MD Physician/Professor 48.2 2.0 X 1104939 217045 48875 David R Diduch MD Physician/Professor 48.6 1.4 X 982328 94223 29431 James J Gangemi MD Physician/Professor 48.0 2.0 X 1646209 295601 63783 Reid B Adams MD Physician Director 48.3 1.8 X 902759 217845 33401 Stephen S Park MD Physician/Professor 50.2 0.0 X 1071832 107516 35199 13661571 6769476 1475804 1124 false true false CQ Partners 580 HOWARD AVE SOMERSET NJ 08873 HEARING SERVICES 950002 BDO USA LLP PO BOX 677973 DALLAS TX 752677973 PROFESSIONAL SERVICES 396854 THREE CHOPT TECHNOLOGY SOLUTIONS GROUP 3017 MOUNTAIN ROAD 1748 GLEN ALLEN VA 23060 IT SERVICES 390649 PERISCOPE COACHING LLC 4508 SUN VALLEY DR DURHAM NC 27707 MENTER COACHING SERVICES 304011 TOP SHELF CLEANING SERVICES LLC 6104 HOOVER ROAD REVA VA 22735 CLEANING SERVICES 200680 7 8084896 8084896 Gross Patient Charges 621110 1276196456 1276196456 Less: Contracted Adj & Writeoffs 621110 -777065294 -777065294 Hospital Support 621110 143137024 143137024 Collection Fees 561000 14453725 14453725 All Other Program Service Revenue 621110 23594655 23594655 0 0 0 0 680316566 1762754 1762754 0 0 17917 0 -17917 -17917 -17917 Intercompany Transactions 900099 8518090 8518090 Expert Testimony 541900 994064 994064 Management Services 551112 1423733 1423733 1317483 1317483 0 0 12253370 702399669 690152139 2417797 1744837 56170589 56170589 7463962 4929267 2534695 408811922 397462742 11349180 36023588 35872295 151293 46391383 43763822 2627561 13832702 13354732 477970 375703 170687 205016 187927 187927 59217332 56146027 3071305 0 1506588 1393095 113493 6761222 6404554 356668 1217877 807800 410077 9401254 6497700 2903554 3172623 3108495 64128 23385 23385 3964781 2029026 1935755 6351677 5839933 511744 Intercompany Expense 21591839 20935964 655875 Bad Debt 18424170 18424170 0 Medical Supplies & Drugs 5627661 5627661 0 Miscellaneous 5256693 4992384 264309 4214 0 4214 0 711779092 683930943 27848149 0 83786811 74519044 79337198 81455256 0 0 0 790868 809948 781431 1472127 73565205 44709449 30890023 28855756 218521714 278031670 43474443 1925033 0 100390 80312 42963511 46046188 500646389 513195334 170034091 170712007 0 59440845 52215846 229474936 222927853 X 271171453 290267481 271171453 290267481 500646389 513195334 X -9379423 26725563 1749888 X false true true false X 3165179 6340996 4336874 4485075 8084896 26413020 563757576 593280290 625890330 636667325 680316566 3099912087 0 0 0 566922755 599621286 630227204 641152400 688401462 3126325107 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 3126325107 103031 2845037 1762754 4710822 0 0 0 103031 2845037 1762754 4710822 0 14160893 14541374 19974817 12527326 12253370 73457780 581083648 614162660 650305052 656524763 702417586 3204493709 0.97561 0.9749 0 0.001 X Schedule A, Part III, Line 12 Other Income DESCRIPTION - OTHER INCOME, COLUMN A - 14160893.0, COLUMN B - 14541374.0, COLUMN C - 19974817.0, COLUMN D - 12527326.0, COLUMN E - 12253370.0, COLUMN F - 73457780.0; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 28901087 500000 3455433 1226112 31630408 27993350 1960587 1052850 28901087 25679241 2400000 456915 542806 27993350 14366895 12500000 -686185 501469 25679241 10009322 4815733 458160 14366895 1.0 0.0 0.0 false false 3461028 3461028 34705793 17399460 17306333 13797216 8560579 5236637 10973606 9162076 1811530 10627562 9587334 1040228 28855756 Due from Affiliates 37038649 Right of Use Asset 8252765 Other Assets 754774 46046188 Federal Income Taxes Due to Affiliates 47226974 Long Term Lease Liability 4988872 52215846 0 0 0 0 0 0 0 0 0 0 0 0 Schedule D, Part V, Line 4 Intended uses of endowment funds To support individual departmental efforts within academic and clinical missions. true University of Virginia Madison Hall Charlottesville VA 22904 546001796 170(C)(1) 50095171 HEALTHCARE PROGRAMS/GENERAL SUPPORT UVA MEDICAL SCHOOL FOUNDATION PO BOX 800776 CHARLOTTESVILLE VA 22908 237173411 501(C)(3) 6000000 HEALTHCARE PROGRAMS/GENERAL SUPPORT OREF 9400 W Higgins Rd 320 Rosemont IL 60018 366009467 501(C)(3) 29000 HEALTHCARE PROGRAMS/GENERAL SUPPORT 3 0 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds For grants to UVA, a related organization, periodic reports are provided to the University of Virginia Physicians Group to support the use of the funds. For grants to other organizations listed, the University of Virginia Physicians Group reviews annual reports and tax returns to determine that funds were used appropriately. X X X false false false false false false false false false James M Larner MD President 982842 0 0 0 59176 0 0 0 3673 0 1045691 0 0 0 Rebekah Compton Advance Practice Provider Director 325416 0 26784 0 18533 0 4979 0 8774 0 384486 0 0 0 Jennifer W Davis UVA Exec. Vice President/University Representative 0 797738 0 0 0 7006 0 115081 0 60969 0 980794 0 0 Kirsten Lynn Greene MD Physician Director 666660 0 0 0 31483 0 6613 0 537 0 705293 0 0 0 Vanessa Gregg MD Physician Director 305512 0 51750 0 12580 0 0 0 338 0 370180 0 0 0 Wendy Michelle Horton Chief Executive Officer, UVA Medical Center/ex-officio director 0 950371 0 168047 0 1754 0 63017 0 162288 0 1345477 0 0 Craig Kent MD CEO UVA Health/Ex-officio director (THRU 02.25) 31054 1584926 0 320000 0 28081 0 321772 1732 29968 32786 2284747 0 0 Melina R Kibbe MD Dean, UVA School of Medicine/ex-officio director 113321 841930 0 185800 18927 2322 3500 162962 835 39753 136583 1232767 0 0 Brian E Kogon MD Clinician Physician 984068 0 56164 0 9584 0 0 0 677 0 1050493 0 0 0 Li Li MD Physician Director 208681 0 0 0 16535 0 3340 0 684 0 229240 0 0 0 Mo Nadkarni MD ELECTED PUBLIC MEMBER 254428 0 0 0 15752 0 0 0 944 0 271124 0 0 0 Peter Netland MD Physician Director 182759 92704 0 0 14245 508 0 10145 1252 15346 198256 118703 0 0 Laura Roberts Public Director 0 288830 0 20000 0 501 0 360 0 37990 0 347681 0 0 Mitchell H Rosner MD Chair, Medicine 312786 363654 0 0 12017 2578 0 39463 1016 29974 325819 435669 0 0 Robert H Thiele MD Physician Director 501619 87478 0 0 2208 90 0 9380 0 17445 503827 114393 0 0 Margaret Clarke Tracci MD Vice Chair of the Board 477290 91290 52923 1500 23223 138 0 10620 532 17802 553968 121350 0 0 Rosemarie L Tyger PA PA-C. Advance Practice Provider Director (AS OF 03.25) 146499 0 21693 0 1382 0 2613 0 4517 0 176704 0 0 0 Scott Just MD Chief Executive Officer 751127 0 171144 0 46208 0 8121 0 12865 0 989465 0 0 0 Marc W Rickabaugh Dir of Finance/Corp Treasurer 180165 0 20215 0 3135 0 8336 0 6129 0 217980 0 0 0 Susan Rumsey Chief Financial Officer 368532 0 52657 0 25707 0 6079 0 12594 0 465569 0 0 0 Anne F Bachmann General Council - UPG 358735 0 1500 0 36485 0 7939 0 12161 0 416820 0 0 0 Reid B Adams MD Physician Director 874902 97886 8160 119563 19697 396 0 10880 1614 20907 904373 249632 0 0 Abhinav B Chhabra MD Physician/Professor 1095197 213152 0 0 9742 3893 0 23880 659 24336 1105598 265261 0 0 David R Diduch MD Physician/Professor 965023 90307 0 0 17305 3916 0 10880 1385 17166 983713 122269 0 0 James J Gangemi MD Physician/Professor 1536467 294911 100000 0 9742 690 0 31680 659 31444 1646868 358725 0 0 Stephen S Park MD Physician/Professor 1053509 106985 0 0 18323 531 0 12627 1482 21090 1073314 141233 0 0 Form 990, Part VI, Line 2 DIRECTORS, OFFICERS, KEY EMPLOYEES OR MEMBERS OF THEIR FAMILIES MAY RECEIVE HEALTH CARE SERVICES FROM A MEMBER OF THE BOARD AS A PHYSICIAN OF THE GROUP. THESE SERVICES ARE PROVIDED IN THE NORMAL COURSE OF BUSINESS, AND ALL SUCH INDIVIDUALS ARE CHARGED FOR THE SERVICES RENDERED. Form 990, Part VI, Line 11b Review of form 990 by governing body Upon receipt of the draft return from the tax professionals, UPG finance personnel thoroughly review the return information for accuracy and completeness and review the return with the director of finance and CFO. The reviewed return, with supporting schedules, is provided to each board of directors member for their final review before the return is filed with the IRS. Form 990, Part VI, Line 12c Conflict of interest policy Employees are instructed to contact human resources situations that may potentially present a conflict of interest. If necessary, the director of human resources will consult with corporate counsel to determine whether a conflict of interest exists. In addition to the policy, UPG annually mails questionnaires to all board members and key employees asking about potential conflicts as part of the tax return preparation process. Form 990, Part VI, Line 15a Process to establish compensation of top management official AFTER REVIEW BY THE DEAN OF THE SCHOOL OF MEDICINE AND THE CHAIR OF THE UPG BOARD OF DIRECTORS, THE CEO'S COMPENSATION IS DISCUSSED BY THE UPG COMPENSATION COMMITTEE WHICH IS COMPRISED OF THE PUBLIC MEMBERS OF THE BOARD OF DIRECTORS. CHANGES ARE COMMUNICATED IN WRITING TO THE DIRECTOR OF HUMAN RESOURCES, AND DOCUMENTATION SIGNED BY THE CHAIR OF THE BOARD IS RETAINED IN THE CEO'S PERSONNEL FILE MAINTAINED IN THE HUMAN RESOURCE DEPARTMENT. IN ADDITION, THE FACULTY PRACTICE PLAN EXECUTIVE STAFF COMPENSATION SURVEY AND OTHER RELEVANT SURVEY SOURCES ARE UTILIZED AS A BENCHMARK REGARDING THE CEO'S COMPENSATION. MINUTES OF THE UPG COMPENSATION COMMITTEE ARE MAINTAINED TO THE COMMITTEE'S DECISIONS. Form 990, Part VI, Line 15b Process to establish compensation of other employees UPG REVIEWS COMPENSATION OF ALL ADMINISTRATIVE EMPLOYEES EVERY YEAR. BOTH THE JOB DESCRIPTION AS WELL AS COMPARABLE MARKET DATA ARE ANALYZED. UPG PARTICIPATES IN MULTIPLE SALARY SURVEYS INCLUDING TOWERS WATSON, APPD, THE VIRGINIA SOCIETY FOR HEALTHCARE AND HUMAN RESOURCES AND COMP DATA. IN ADDITION TO THESE SURVEY SOURCES, THE MEDICAL GROUP MANAGEMENT ASSOCIATION SURVEY DATA IS REVIEWED AS APPROPRIATE. THE CEO, BASED ON THE DATA PRESENTED BY THE HUMAN RESOURCES PERSONNEL, REVIEWS DATA AND APPROVES CHANGES FOR OFFICER POSITIONS AFTER REVIEW BY THE UPG COMPENSATION COMMITTEE. THE CEO, ALONG WITH OTHER OFFICERS OF THE ORGANIZATION, REVIEW DATA AND RECOMMEND CHANGES FOR APPROVAL BY THE CEO FOR OTHER ADMINISTRATIVE STAFF POSITIONS INCLUDING KEY EMPLOYEES. THE DEAN OF THE SCHOOL OF MEDICINE AND THE PROVOST OF THE UNIVERSITY REVIEW THE COMPENSATION TO THE CLINICAL FACULTY. Form 990, Part VI, Line 19 Required documents available to the public UPG makes it governing documents, conflict of interest policy and financial statements available upon request. Form 990, Part VIII, Line 11d Other Miscellaneous Revenue Exp Reimb & Other Revenue - Total Revenue: 1317483, Related or Exempt Function Revenue: 1317483, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Form 990, Part XI, Line 9 Other changes in net assets or fund balances Pension Adjustment - 2976000; Board Restricted Reserve Distribution - -1226112; Total - 1749888; Community Health LLC 100 Avon St Ste 201 Charlottesville VA 22902 832725805 Med Svcs VA 0 0 UPG University of Virginia PO Box 400194 Charlottesville VA 22904 Higher Education VA NA false Piedmont Liability Trust 1020 Ednam Center Charlottesville VA 22903 546280083 Insurance VA 501(c)(3) UPG true Well Virginia Corporation 100 Avon St Charlottesville VA 22902 541828615 Medical Services VA UPG C Corporation 0 0 1 true false true true false false false false false false false false false true true true true true true true PIEDMONT LIABILITY TRUST M 6116649 CASH VALUE PIEDMONT LIABILITY TRUST S 578496 CASH VALUE