Totals
- Total revenue
- $9,647,327
- Total expenses
- $10,512,528
- Contributions and grants received
- $0
- Grants paid
- $118,600
- Program service revenue
- $9,646,959
- Investment income
- $0
- Other revenue
- $368
- Total assets, end of year
- $26,029,856
- Total liabilities, end of year
- $3,363,830
- Net assets or fund balances, end of year
- $22,666,026
- Program services expenses (Part IX)
- $9,503,317
- Management and general expenses
- $1,009,211
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $9,503,317
Program services were 90.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
2a · Program service revenue: SHARED SERVICES
total $9,646,959 · related or exempt $9,646,959
-
11a · Other revenue: OTHER INCOME
total $368 · related or exempt $368
-
11e · Other revenue, total
$368
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $118,600 · program services $118,600
-
7 · Other salaries and wages
total $888,503 · program services $803,207 · management and general $85,296
-
8 · Pension plan contributions
total $266,327 · program services $240,760 · management and general $25,567
-
9 · Other employee benefits
total $566,517 · program services $512,131 · management and general $54,386
-
10 · Payroll taxes
total $122,398 · program services $110,648 · management and general $11,750
-
11a · Fees: management
total $371,605 · program services $335,931 · management and general $35,674
-
11c · Fees: accounting
total $131,009 · program services $118,432 · management and general $12,577
-
12 · Advertising and promotion
total $1,885,874 · program services $1,704,830 · management and general $181,044
-
13 · Office expenses
total $243,439 · program services $220,067 · management and general $23,372
-
14 · Information technology
total $10,657 · program services $9,634 · management and general $1,023
-
17 · Travel
total $14,748 · program services $13,332 · management and general $1,416
-
21 · Payments to affiliates
total $5,466,291 · program services $4,941,527 · management and general $524,764
-
22 · Depreciation, depletion and amortization
total $29,199 · program services $26,396 · management and general $2,803
-
23 · Insurance
total $29,461 · program services $26,633 · management and general $2,828
-
24a · Other expenses: FINANCIAL CONSULTING
total $99,580 · program services $90,020 · management and general $9,560
-
24b · Other expenses: LICENSES AND TAXES
total $95,948 · program services $86,737 · management and general $9,211
-
24c · Other expenses: DUES
total $66,680 · program services $60,279 · management and general $6,401
-
24d · Other expenses: LEADERSHIP CONF
total $32,988 · program services $29,821 · management and general $3,167
-
24e · All other expenses
total $72,704 · program services $54,332 · management and general $18,372
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $1,348,404 · end of year $1,086,310
-
2 · Savings and temporary cash investments
beginning of year $418,111 · end of year $416,309
-
9 · Prepaid expenses and deferred charges
beginning of year $246,264 · end of year $244,402
-
10a · Land, buildings and equipment: cost or other basis
$282,976
-
10b · Land, buildings and equipment: accumulated depreciation
$258,082
-
10c · Land, buildings and equipment, net
beginning of year $54,094 · end of year $24,894
-
12 · Investments: other securities
beginning of year $1,771,865
-
13 · Investments: program-related
beginning of year $9,983,902 · end of year $10,747,121
-
15 · Other assets
beginning of year $16,303,340 · end of year $13,510,820
-
17 · Accounts payable and accrued expenses
beginning of year $273,766 · end of year $202,367
-
25 · Other liabilities
beginning of year $2,353,770 · end of year $3,161,463
-
27 · Net assets without donor restrictions
beginning of year $27,498,444 · end of year $22,666,026
Mission and programs · 2022
Mission
UNITED HEALTH SERVICES, INC. IS THE PARENT CORPORATION RESPONSIBLE FOR GOVERNING, PLANNING, COORDINATING, MONITORING AND SUPPORTING SYSTEM DEVELOPMENT. ITS MISSION IS TO IMPROVE THE HEALTH OF THOSE WE SERVE THROUGH OUR COMMITTMENT TO EXCELLENCE IN ALL THAT WE DO.
Activities or mission (Part I)
-HEALTH CARE SYSTEM PLANNING AND COORDINATING.
-
UNITED HEALTH SERVICES, INC. IS THE NOT-FOR-PROFIT, TAX-EXEMPT PARENT OF THE UNITED HEALTH SERVICES, INC. HEALTHCARE SYSTEM. ITS MISSION IS TO IMPROVE THE HEALTH OF THOSE THAT OUR SYSTEM MEMBERS SERVE THROUGH OUR COMMITTMENT TO EXCELLENCE IN ALL THAT WE DO. ADDITIONALLY, UNITED HEALTH SERVICES, INC. GOVERNS THE ACTIVITIES OF THE SYSTEM'S MEMBERS TO ENSURE A COMPREHENSIVE, WELL ORGANIZED NETWORK OF HIGH QUALITY AFFORDABLE HEALTHCARE SERVICES FOR THEIR SERVICE AREAS.
Expenses $9,503,317 · Grants $118,600 · Revenue $9,646,959
-
Revenue $368
As filed on the 2022 return.
Listed in Part VII
-
Jerome CannyJEROME CANNY
CHAIRMAN/BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2 + 2 related
-
Bruce Bowling MDBRUCE BOWLING MD
VICE CHAIR/BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2 + 2 related
-
Judith PeckhamJUDITH PECKHAM
TREASURER/BOARD MEMBER(TO 5/31/22)
- Total calculated
- $0
- Hours/week
- 2 + 2 related
-
Susan Mistretta EsqSUSAN MISTRETTA ESQ
SECRETARY/BOARD MEMBER(TO 5/31/22)
- Total calculated
- $0
- Hours/week
- 2 + 2 related
-
John CarriggJOHN CARRIGG
PRESIDENT/CEO/BOARD MEMBER
- Total calculated
- $1,673,716
- From this org
- $1,579,359
- From related orgs
- $0
- Other
- $94,357
- Hours/week
- 55 + 8 related
Schedule J breakdown matched by us
- Base
- $981,834
- Bonus
- $50,000
- Other
- $547,525
- Deferred
- $71,251
- Nontaxable benefits
- $23,106
- Filer's total
- $1,673,716
-
Keith ChadwickKEITH CHADWICK
TREASURER/BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Eric LarsenERIC LARSEN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2 + 2 related
-
Rev Larry LightREV LARRY LIGHT
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2 + 2 related
-
Matthew SalangerMATTHEW SALANGER
SENIOR STRATEGIC ADVISOR/B
- Total calculated
- $253,307
- From this org
- $253,227
- From related orgs
- $0
- Other
- $80
- Hours/week
- 20 + 2 related
Schedule J breakdown matched by us
- Base
- $253,227
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $80
- Filer's total
- $253,307
-
Mark Shumeyko MDMARK SHUMEYKO MD
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
James TallonJAMES TALLON
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Natalie ThompsonNATALIE THOMPSON
BOARD MEMBER (TO 5/31/22)
- Total calculated
- $0
- Hours/week
- 2 + 2 related
-
Catherine ScarlettCATHERINE SCARLETT
BOARD MEMBER (TO 5/31/22)
- Total calculated
- $0
- Hours/week
- 2 + 2 related
-
Rajesh DaveRAJESH DAVE
EXECUTIVE VP - CHIEF MED OFFICER/BOARD MEMBER
- Total calculated
- $558,842
- From this org
- $552,276
- From related orgs
- $0
- Other
- $6,566
- Hours/week
- 55 + 2 related
Schedule J breakdown matched by us
- Base
- $542,786
- Bonus
- $0
- Other
- $9,490
- Deferred
- $0
- Nontaxable benefits
- $6,566
- Filer's total
- $558,842
-
Linda BestLINDA BEST
SECRETARY/BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Joseph StaglianoJOSEPH STAGLIANO
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Lori WalshLORI WALSH
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
James SmithJAMES SMITH
VP - CHIEF FINANCIAL OFFICER
- Total calculated
- $418,752
- From this org
- $391,900
- From related orgs
- $0
- Other
- $26,852
- Hours/week
- 55
Schedule J breakdown matched by us
- Base
- $386,900
- Bonus
- $5,000
- Other
- $0
- Deferred
- $12,200
- Nontaxable benefits
- $14,652
- Filer's total
- $418,752
-
Kay Boland RNKAY BOLAND RN
SR VP -CHIEF NURSING & OPERATING OFFICER
- Total calculated
- $824,331
- From this org
- $724,570
- From related orgs
- $0
- Other
- $99,761
- Hours/week
- 55
Schedule J breakdown matched by us
- Base
- $629,157
- Bonus
- $95,000
- Other
- $413
- Deferred
- $83,984
- Nontaxable benefits
- $15,777
- Filer's total
- $824,331
-
Christina BoydCHRISTINA BOYD
VP COMMUNITY RELATIONS
- Total calculated
- $304,012
- From this org
- $251,637
- From related orgs
- $0
- Other
- $52,375
- Hours/week
- 55
Schedule J breakdown matched by us
- Base
- $251,637
- Bonus
- $0
- Other
- $0
- Deferred
- $29,714
- Nontaxable benefits
- $22,661
- Filer's total
- $304,012
-
Danielle DonlinDANIELLE DONLIN
VP - PHYSICIAN PRACTICE
- Total calculated
- $334,945
- From this org
- $283,745
- From related orgs
- $0
- Other
- $51,200
- Hours/week
- 55
Schedule J breakdown matched by us
- Base
- $273,745
- Bonus
- $10,000
- Other
- $0
- Deferred
- $47,237
- Nontaxable benefits
- $3,963
- Filer's total
- $334,945
-
Deborah PlatzDEBORAH PLATZ
VP - GENERAL COUNSEL
- Total calculated
- $403,373
- From this org
- $381,045
- From related orgs
- $0
- Other
- $22,328
- Hours/week
- 55
Schedule J breakdown matched by us
- Base
- $376,045
- Bonus
- $5,000
- Other
- $0
- Deferred
- $8,775
- Nontaxable benefits
- $13,553
- Filer's total
- $403,373
-
Sheri LamoureuxSHERI LAMOUREUX
VP - HUMAN RESOURCES
- Total calculated
- $344,570
- From this org
- $327,747
- From related orgs
- $0
- Other
- $16,823
- Hours/week
- 55
Schedule J breakdown matched by us
- Base
- $317,747
- Bonus
- $10,000
- Other
- $0
- Deferred
- $12,200
- Nontaxable benefits
- $4,623
- Filer's total
- $344,570
-
Rick Borschuk To 123122RICK BORSCHUK TO 123122
FORMER CHIEF FINANCIAL OFFICER
- Total calculated
- $350,443
- From this org
- $324,659
- From related orgs
- $0
- Other
- $25,784
- Hours/week
- 55
Schedule J breakdown matched by us
- Base
- $262,254
- Bonus
- $20,000
- Other
- $42,405
- Deferred
- $2,587
- Nontaxable benefits
- $23,197
- Filer's total
- $350,443
-
Afzal Rehman MD PhDAFZAL REHMAN MD PHD
SR VP - CHIEF INFORMATICS OFFICE
- Total calculated
- $880,432
- From this org
- $832,842
- From related orgs
- $0
- Other
- $47,590
- Hours/week
- 55
Schedule J breakdown matched by us
- Base
- $832,842
- Bonus
- $0
- Other
- $0
- Deferred
- $19,000
- Nontaxable benefits
- $28,590
- Filer's total
- $880,432
-
Heather MillerHEATHER MILLER
SR ASSOC.ASST GENERAL COUN
- Total calculated
- $262,013
- From this org
- $219,133
- From related orgs
- $0
- Other
- $42,880
- Hours/week
- 55
Schedule J breakdown matched by us
- Base
- $219,133
- Bonus
- $0
- Other
- $0
- Deferred
- $14,870
- Nontaxable benefits
- $28,010
- Filer's total
- $262,013
-
Pat WilliamsPAT WILLIAMS
SR DIRECTOR STRATEGIC PLAN
- Total calculated
- $192,632
- From this org
- $154,659
- From related orgs
- $0
- Other
- $37,973
- Hours/week
- 55
Schedule J breakdown matched by us
- Base
- $154,659
- Bonus
- $0
- Other
- $0
- Deferred
- $10,495
- Nontaxable benefits
- $27,478
- Filer's total
- $192,632
-
Christina DolanCHRISTINA DOLAN
DIRECTOR PUBLIC POLICY & P
- Total calculated
- $144,291
- From this org
- $123,446
- From related orgs
- $0
- Other
- $20,845
- Hours/week
- 55
-
Gina KittekGINA KITTEK
DIRECTOR RISK MANAGEMENT
- Total calculated
- $146,447
- From this org
- $133,652
- From related orgs
- $0
- Other
- $12,795
- Hours/week
- 55
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, and on a Form 990-PF Part VIII's — 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 · Compensation survey or study
- 3 · Approval by the board or compensation committee
- 4b · Supplemental nonqualified retirement plan
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
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- PART I, LINE 4B
- INDIVIDUAL PARTICIPATED IN A 457F SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN: RICK BORSHUK FOR $42,405 PAYMENT IN 2022 FROM A NON-QUALIFIED PLAN: JOHN CARRIGG $540,006 RE: SCHEDULE J, PART II, LINE 1, "BIII - OTHER REPORTABLE COMPENSATION IN THE AMOUNT OF $540,006 INCLUDES NON-QUALIFIED SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP). EARLY SERP DISTRIBUTIONS WERE RELATED TO INCOME TAX PAYMENTS; THE REMAINING AMOUNTS ARE DEFERRED UNTIL SUBSEQUENT TRIGGERING EVENTS.
- FORM 990, PART VII, SECTION A, LINE 5, UNRELATED ORGANIZATION DETAIL:
- INDIVIDUAL: AFZAL REHMAN, CHIEF INFORMATION OFFICER, COMPENSATION RECEIVED FROM UNRELATED ORGANIZATION: UNITED MEDICAL ASSOCIATES (UMA), UMA BILLS BACK 50% OF REHMAN'S COMPENSATION TO UHSH INC. TOTAL COMPENSATION ON W-2 IS 100% UHSH INC: $880,432
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
-
VILLAGE OF JOHNSON CITY
$50,000
CONTRIBUTION
-
DICKS SPORTING GOODS OPEN
$35,000
CONTRIBUTION
-
$33,600
CONTRIBUTION
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
UNITED HEALTH SVCS HOSPITALS INC
501(C)(3) · HOSPITAL · NY
Directly controlled by UNITED HEALTH SERVICES INC
-
501(C)(3) · HOME HEALTH CARE · NY
Directly controlled by UNITED HEALTH SERVICES INC
-
IDEAL SENIOR LIVING CENTER INC
501(C)(3) · SENIOR LIVING CENTER · NY
Directly controlled by UNITED HEALTH SERVICES INC
-
IDEAL SR LIVING CTR HOUSING CORP
501(C)(3) · SENIOR HOUSING · NY
Directly controlled by UNITED HEALTH SERVICES INC
-
CHENANGO MEMORIAL HOSPITAL INC
501(C)(3) · HOSPITAL · NY
Directly controlled by UNITED HEALTH SERVICES INC
-
501(C)(3) · HOSPITAL · NY
Directly controlled by UNITED HEALTH SERVICES INC
-
TWIN TIER HOME HEALTH INC
501(C)(3) · HOME HEALTH CARE · NY
Directly controlled by UNITED HEALTH SERVICES INC
-
501(C)(3) · MEDICAL STUDENT HOUSING · NY
Directly controlled by UNITED HEALTH SVCS HOSPITALS INC
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Disregarded entities
Part I: entities that legally are the filer and file no return of their own.
-
SOUTHERN NEW YORK INDEMNITY COMPANY
CAPTIVE INSURANCE COMPANY · VT · income $1,330,898 · assets $17,932,065
Directly controlled by UNITED HEALTH SERVICES INC
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
PATHWAY HEALTH MGMT INC
C · WINDING DOWN OF MGMT SVCS TO SUSQUEHANNA MED. ASSOC. · NY · 50% owned · share of assets $549
Directly controlled by UNITED HEALTH SERVICES INC
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 2 November 2023
- IRS schema version
- 2022v5.0
- Source object
- 202303069349302070
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