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Nonprofiteer
← UNIVERSITY HEALTH SYSTEM INC

Form 990 for tax year 2022

Filed by UNIVERSITY HEALTH SYSTEM INC.

Totals

Total revenue
$1,294,065,150
Total expenses
$1,306,323,476
Contributions and grants received
$13,933,879
Grants paid
$634,483
Program services expenses (Part IX)
$1,252,639,402
Management and general expenses
$53,593,869
Fundraising expenses
$90,205
Program service expenses (Part III)
$1,252,639,402

Program services were 95.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • RENDA BURKHART

    CHAIR

    Total calculated
    $0
    Hours/week
    2

  • SHARON M PRYSE

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • DR STEVE J SCHWAB

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • H W SHERROD JR

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    2

  • WES STOWERS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • MICHAEL T STRICKLAND

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • CRISTEN G HASLAM

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • RANDY BOYD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • SARA ROSE

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • RENEE KELLY

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • DR DONDE A PLOWMAN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • DR JOSEPH T CHUN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • WILLIAM S RUKEYSER

    FORMER CHAIR

    Total calculated
    $0
    Hours/week
    2

  • DAVID L MILLER

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • DR PETER F BUCKLEY

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • DR AMY BARGER STEVENS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • DR PATRICK MCCONVILLE

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • BRUCE R HARTMANN

    SR VP & CCRO

    Total calculated
    $506,628
    From this org
    $454,855
    From related orgs
    $0
    Other
    $51,773
    Hours/week
    65

    Schedule J breakdown matched by us

    Base
    $375,087
    Bonus
    $45,332
    Other
    $34,436
    Deferred
    $43,033
    Nontaxable benefits
    $8,740
    Filer's total
    $506,628

  • KATHERINE BOYD

    SR VP & CHIEF DEVELOPMENT OFFICER

    Total calculated
    $521,800
    From this org
    $473,255
    From related orgs
    $0
    Other
    $48,545
    Hours/week
    65

    Schedule J breakdown matched by us

    Base
    $366,231
    Bonus
    $68,400
    Other
    $38,624
    Deferred
    $43,890
    Nontaxable benefits
    $4,655
    Filer's total
    $521,800

  • BENNETT COX

    SR VP & GENERAL COUNSEL

    Total calculated
    $760,155
    From this org
    $657,889
    From related orgs
    $0
    Other
    $102,266
    Hours/week
    65

    Schedule J breakdown matched by us

    Base
    $479,506
    Bonus
    $79,140
    Other
    $99,243
    Deferred
    $101,254
    Nontaxable benefits
    $1,012
    Filer's total
    $760,155

  • STEVEN R ROSS

    SR VP STRATEGIC DEVELOPMENT

    Total calculated
    $843,551
    From this org
    $723,076
    From related orgs
    $0
    Other
    $120,475
    Hours/week
    65

    Schedule J breakdown matched by us

    Base
    $516,563
    Bonus
    $102,000
    Other
    $104,513
    Deferred
    $113,285
    Nontaxable benefits
    $7,190
    Filer's total
    $843,551

  • WILLIAM D HALL

    EXECUTIVE VICE PRESIDENT

    Total calculated
    $1,160,533
    From this org
    $997,356
    From related orgs
    $0
    Other
    $163,177
    Hours/week
    65

    Schedule J breakdown matched by us

    Base
    $643,563
    Bonus
    $210,800
    Other
    $142,993
    Deferred
    $155,799
    Nontaxable benefits
    $7,378
    Filer's total
    $1,160,533

  • BENJAMIN M CUNNINGHAM JR

    SR VP & CFO

    Total calculated
    $784,749
    From this org
    $702,483
    From related orgs
    $0
    Other
    $82,266
    Hours/week
    65

    Schedule J breakdown matched by us

    Base
    $570,453
    Bonus
    $105,300
    Other
    $26,730
    Deferred
    $68,392
    Nontaxable benefits
    $13,874
    Filer's total
    $784,749

  • MICHAEL SAAD

    SR VP & CIO

    Total calculated
    $557,052
    From this org
    $495,652
    From related orgs
    $0
    Other
    $61,400
    Hours/week
    65

    Schedule J breakdown matched by us

    Base
    $418,453
    Bonus
    $47,880
    Other
    $29,319
    Deferred
    $47,615
    Nontaxable benefits
    $13,785
    Filer's total
    $557,052

  • DR KEITH D GRAY

    SR VP & CHIEF MEDICAL OFFICER

    Total calculated
    $832,442
    From this org
    $761,070
    From related orgs
    $0
    Other
    $71,372
    Hours/week
    65

    Schedule J breakdown matched by us

    Base
    $635,500
    Bonus
    $68,400
    Other
    $57,170
    Deferred
    $70,638
    Nontaxable benefits
    $734
    Filer's total
    $832,442

  • DR JAMES E SHAMIYEH

    SR VP & CHIEF QUALITY OFFICER

    Total calculated
    $810,009
    From this org
    $732,750
    From related orgs
    $0
    Other
    $77,259
    Hours/week
    65

    Schedule J breakdown matched by us

    Base
    $614,475
    Bonus
    $68,626
    Other
    $49,649
    Deferred
    $65,237
    Nontaxable benefits
    $12,022
    Filer's total
    $810,009

  • LEAKE CASSANDRA

    SR VP & CNO

    Total calculated
    $548,165
    From this org
    $497,550
    From related orgs
    $0
    Other
    $50,615
    Hours/week
    65

    Schedule J breakdown matched by us

    Base
    $450,600
    Bonus
    $45,000
    Other
    $1,950
    Deferred
    $49,995
    Nontaxable benefits
    $620
    Filer's total
    $548,165

  • DR JERRY CROOK JR

    SR VP PHYSICIAN ENTERPRISE

    Total calculated
    $818,969
    From this org
    $738,412
    From related orgs
    $0
    Other
    $80,557
    Hours/week
    65

    Schedule J breakdown matched by us

    Base
    $582,813
    Bonus
    $80,043
    Other
    $75,556
    Deferred
    $66,905
    Nontaxable benefits
    $13,652
    Filer's total
    $818,969

  • STEPHEN CLAPP

    SR VP STRATEGIC DEVELOPMENT

    Total calculated
    $327,665
    From this org
    $290,611
    From related orgs
    $0
    Other
    $37,054
    Hours/week
    65

    Schedule J breakdown matched by us

    Base
    $278,243
    Bonus
    $11,250
    Other
    $1,118
    Deferred
    $28,488
    Nontaxable benefits
    $8,566
    Filer's total
    $327,665

  • JULIA COCO

    SR VP CLINICAL INTEGRATION

    Total calculated
    $402,055
    From this org
    $355,686
    From related orgs
    $0
    Other
    $46,369
    Hours/week
    65

    Schedule J breakdown matched by us

    Base
    $295,247
    Bonus
    $43,200
    Other
    $17,239
    Deferred
    $34,636
    Nontaxable benefits
    $11,733
    Filer's total
    $402,055

  • DR LISA D DUNCAN

    SR VP COE

    Total calculated
    $48,303
    From this org
    $45,948
    From related orgs
    $0
    Other
    $2,355
    Hours/week
    65

  • JOSEPH R LANDSMAN JR

    PRESIDENT & CEO

    Total calculated
    $2,182,760
    From this org
    $1,864,813
    From related orgs
    $0
    Other
    $317,947
    Hours/week
    65

    Schedule J breakdown matched by us

    Base
    $1,106,587
    Bonus
    $425,149
    Other
    $333,077
    Deferred
    $308,835
    Nontaxable benefits
    $9,112
    Filer's total
    $2,182,760

  • DAVID N ALJADIR

    PHYSICIAN

    Total calculated
    $1,145,660
    From this org
    $1,039,030
    From related orgs
    $0
    Other
    $106,630
    Hours/week
    65

    Schedule J breakdown matched by us

    Base
    $469,631
    Bonus
    $454,816
    Other
    $114,583
    Deferred
    $93,027
    Nontaxable benefits
    $13,603
    Filer's total
    $1,145,660

  • OSCAR GRANDAS

    PHYSICIAN

    Total calculated
    $1,413,278
    From this org
    $1,297,553
    From related orgs
    $0
    Other
    $115,725
    Hours/week
    65

    Schedule J breakdown matched by us

    Base
    $699,865
    Bonus
    $451,760
    Other
    $145,928
    Deferred
    $115,305
    Nontaxable benefits
    $420
    Filer's total
    $1,413,278

  • MICHAEL B FREEMAN

    PHYSICIAN

    Total calculated
    $1,453,045
    From this org
    $1,232,747
    From related orgs
    $0
    Other
    $220,298
    Hours/week
    65

    Schedule J breakdown matched by us

    Base
    $675,000
    Bonus
    $449,195
    Other
    $108,552
    Deferred
    $219,941
    Nontaxable benefits
    $357
    Filer's total
    $1,453,045

  • SUSAN M NEWMAN

    PHYSICIAN

    Total calculated
    $1,117,813
    From this org
    $1,095,001
    From related orgs
    $0
    Other
    $22,812
    Hours/week
    65

    Schedule J breakdown matched by us

    Base
    $470,723
    Bonus
    $623,588
    Other
    $690
    Deferred
    $15,250
    Nontaxable benefits
    $7,562
    Filer's total
    $1,117,813

  • NATHAN SCHROCK

    PHYSICIAN

    Total calculated
    $1,182,911
    From this org
    $1,075,826
    From related orgs
    $0
    Other
    $107,085
    Hours/week
    65

    Schedule J breakdown matched by us

    Base
    $467,882
    Bonus
    $477,367
    Other
    $130,577
    Deferred
    $95,366
    Nontaxable benefits
    $11,719
    Filer's total
    $1,182,911

  • DR ROBERT F ELDER

    BOARD MEMBER

    Total calculated
    $150,700
    From this org
    $150,700
    From related orgs
    $0
    Other
    $0
    Hours/week
    65

    Schedule J breakdown matched by us

    Base
    $130,172
    Bonus
    $11,625
    Other
    $8,903
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $150,700

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Form 990 of other organizations
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4b · Supplemental nonqualified retirement plan
  • 7 · Other non-fixed payments

Answered no

  • 4a · Severance or change-of-control payment
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 4B
THE ORGANIZATION MAINTAINS A NONQUALIFIED DEFERRED COMPENSATION PLAN FOR SENIOR MANAGEMENT, VICE PRESIDENTS AND EQUIVALENTS, AND PHYSICIANS. ALL EMPLOYER CONTRIBUTIONS ARE SUBJECT TO A SEVEN-YEAR VESTING SCHEDULE OR ATTAINMENT OF AGE 60 AND CONTRIBUTIONS ARE MADE AT THE CLOSE OF EACH PAYROLL CYCLE. THE ORGANIZATION MAINTAINS A SEPARATE NONQUALIFIED DEFERRED COMPENSATION PLAN FOR SENIOR MANAGEMENT. THE EMPLOYER'S CONTRIBUTIONS BECOME VESTED ACCORDING TO THE AGE OF THE PARTICIPANT AT THE TIME THE CONTRIBUTION WAS MADE. CONTRIBUTIONS TO A PARTICIPANT'S ACCOUNT MADE IN A YEAR IN WHICH THE PARTICIPANT ATTAINS THE AGE OF 57 SHALL VEST FULLY ON JANUARY 1 OF THE YEAR THE PARTICIPANT ATTAINS THE AGE OF 60. FOR CONTRIBUTIONS MADE NO LATER THAN THE YEAR IN WHICH THE PARTICIPANT ATTAINS THE AGE OF 58 AND EACH YEAR THEREAFTER SHALL VEST FULLY ON THE LAST BUSINESS DAY OF THE YEAR IN WHICH THE CONTRIBUTION IS MADE. CONTRIBUTIONS ARE MADE AT THE END OF EACH PAYROLL CYCLE. THE ALLOCATIONS MADE TO THE NONQUALIFIED DEFERRED COMPENSATION PLANS FOR THE YEAR WERE: $77,777 DAVID N. ALJADIR $100,055 OSCAR GRANDAS $97,391 MICHAEL B. FREEMAN $80,116 NATHAN SCHROCK $27,783 BRUCE R. HARTMANN $28,640 KATHERINE BOYD $86,004 BENNETT COX $98,035 STEVEN R. ROSS $140,549 WILLIAM D. HALL $53,142 BENJAMIN M. CUNNINGHAM, JR. $32,365 MICHAEL SAAD $55,388 DR. KEITH D. GRAY $53,938 DR. JAMES E. SHAMIYEH $34,745 CASSANDRA LEAKE $51,655 DR. JERRY CROOK, JR. $21,587 STEPHEN CLAPP $19,386 JULIA COCO $2,297 DR. LISA D. DUNCAN $293,585 JOSEPH R. LANDSMAN, JR.
PART I, LINE 7
THE SENIOR VP'S INCENTIVE PLAN IS CONTINGENT UPON TARGETS APPROVED BY THE CEO, WHICH INCLUDES ACHIEVEMENTS OF QUALITY, OPERATIONAL, FINANCIAL, AND STRATEGIC TARGETS. THE CEO DISCUSSES THE INCENTIVE PLAN WITH THE BOARD'S HUMAN RESOURCES COMMITTEE WITH BOARD APPROVAL REQUIRED OF THE PLAN. THE INCENTIVE PLAN WAS REVIEWED BY INTEGRATED HEALTHCARE STRATEGIES (IHS), A THIRD-PARTY COMPENSATION CONSULTANT. DATA COMPILED BY KORN FERRY IS USED FOR COMPARABILITY. COMPENSATION PAID TO BOARD MEMBERS, WHO ARE ALSO EMPLOYEES, IS PRIMARILY FOR PROFESSIONAL RESPONSIBILITIES AS PHYSICIANS OR ADMINISTRATORS. THE COMPENSATION PACKAGES OF THE CEO, OFFICERS, EMPLOYED PHYSICIAN BOARD MEMBERS, AND OTHER KEY EMPLOYEES ARE REVIEWED AND APPROVED BY THE ENTIRE BOARD OF DIRECTORS ANNUALLY. COMPENSATION IS DETERMINED BY THE HUMAN RESOURCES COMMITTEE OF THE BOARD OF DIRECTORS AND APPROVED BY THE HUMAN RESOURCES COMMITTEE AND THE FULL BOARD. THE BOARD MAINTAINS COMPARABILITY DATA FROM INDEPENDENT THIRD-PARTY COMPENSATION CONSULTANTS AND COMPENSATION DATA FROM SIMILARLY-SITUATED ORGANIZATIONS FOR FUNCTIONALLY COMPARABLE POSITIONS. THE BOARD ADHERES TO THE CONFLICT OF INTEREST POLICY AT ALL TIMES WITH REGARD TO APPROVAL OF COMPENSATION.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2022
Filed
15 November 2023
IRS schema version
2022v5.0
Source object
202333199349301878

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