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Nonprofiteer
← UVA PRINCE WILLIAM HEALTH SYSTEM

Form 990 for tax year 2022

Filed by UVA PRINCE WILLIAM HEALTH SYSTEM.

What the amendment changed

Compared with the return it replaced , filed 12 May 2023. matched by us Only the Part I totals and the names listed in Part VII are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.

Total revenue
$23,436,200 changed to $63,256,212
Total expenses
$33,314,767 changed to $76,929,006
Program service revenue
$23,458,859 changed to $62,616,367
Investment income
-$4,132 changed to $6,584
Other revenue
-$18,527 changed to $633,261
Total assets, end of year
$32,078,352 changed to $51,614,374
Total liabilities, end of year
$15,769,274 changed to $25,168,965
Net assets or fund balances, end of year
$16,309,078 changed to $26,445,409
Program services expenses
$30,322,041 changed to $73,435,732
Management and general expenses
$2,992,726 changed to $3,493,274
Program service expenses (Part III)
$30,322,041 changed to $73,435,732

Listed only on the earlier return

  • BEN WAMPLER MD
  • ERIK SHANNON
  • SHIV KHANDELWAL MD

Listed only on the later return

  • AHSAN Q JAFIR
  • ARA MATTHEW MARANIAN
  • DAVID MARK DEMARIA
  • IZUCHUKWU OBI
  • JACQUELINE KRICK
  • JAMES B MIN
  • L ERIK SHANNON
  • MATTHEW GUILFOYLE
  • RAZA YUNUS
  • STEPHEN NELSON
  • VIKRAM S KHOT
  • VIPUL PARIKH MD

Listed under a different title

  • CHARLES BARRELL: TRUSTEE then VICE CHAIR
  • CHARLES CODER: CFO & TREASURER then CH SYSTEM CFO & TREASURER
  • RICHARD HARRINGTON: TRUSTEE then SECRETARY
  • STEPHEN SMITH MD: PRES & COO / TRUSTEE (THRU 2/2022) then FORMER PRES & COO (THRU 02/2022)

Totals

Total revenue
$63,256,212
Total expenses
$76,929,006
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$62,616,367
Investment income
$6,584
Other revenue
$633,261
Total assets, end of year
$51,614,374
Total liabilities, end of year
$25,168,965
Net assets or fund balances, end of year
$26,445,409
Program services expenses (Part IX)
$73,435,732
Management and general expenses
$3,493,274
Fundraising expenses
$0
Program service expenses (Part III)
$73,435,732

Program services were 95.5% 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: NET PATIENT REVENUE

    total $59,179,366 · related or exempt $59,179,366

  • 2b · Program service revenue: DIAGNOSTIC IMAGING SERVICES

    total $3,224,525 · related or exempt $3,224,525

  • 2c · Program service revenue: PHYSICIAN SERVICES

    total $122,250 · related or exempt $122,250

  • 2d · Program service revenue: CARE COORDINATION FEES

    total $90,226 · related or exempt $90,226

  • 3 · Investment income

    total $6,584 · excluded $6,584

  • 6a · Gross rents

    real property $604,890

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $604,890

  • 6d · Net rental income or loss

    total $604,890 · excluded $604,890

  • 11a · Other revenue: MISCELLANEOUS REVENUE

    total $28,371 · excluded $28,371

  • 11e · Other revenue, total

    $28,371

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $1,294,577 · program services $1,268,685 · management and general $25,892

  • 7 · Other salaries and wages

    total $49,380,848 · program services $48,393,231 · management and general $987,617

  • 8 · Pension plan contributions

    total $1,518,268 · program services $1,487,903 · management and general $30,365

  • 9 · Other employee benefits

    total $4,423,322 · program services $4,334,856 · management and general $88,466

  • 10 · Payroll taxes

    total $2,704,351 · program services $2,650,264 · management and general $54,087

  • 11g · Fees: other

    total $3,713,263 · program services $2,227,958 · management and general $1,485,305

  • 13 · Office expenses

    total $1,243,202 · program services $870,241 · management and general $372,961

  • 14 · Information technology

    total $714,787 · program services $714,787

  • 16 · Occupancy

    total $1,811,765 · program services $1,793,647 · management and general $18,118

  • 17 · Travel

    total $39,018 · program services $30,434 · management and general $8,584

  • 19 · Conferences, conventions and meetings

    total $161,644 · program services $126,082 · management and general $35,562

  • 20 · Interest

    total $133,999 · management and general $133,999

  • 22 · Depreciation, depletion and amortization

    total $3,072,193 · program services $2,857,139 · management and general $215,054

  • 23 · Insurance

    total $26,441 · program services $24,590 · management and general $1,851

  • 24a · Other expenses: BAD DEBT

    total $2,535,902 · program services $2,535,902

  • 24b · Other expenses: PHARMACEUTICALS

    total $1,649,268 · program services $1,649,268

  • 24c · Other expenses: MEDICAL SUPPLIES

    total $1,526,398 · program services $1,526,398

  • 24d · Other expenses: REPAIRS AND MAINTENANCE

    total $852,729 · program services $844,202 · management and general $8,527

  • 24e · All other expenses

    total $127,031 · program services $100,145 · management and general $26,886

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $2,132,926 · end of year $11,193,478

  • 4 · Accounts receivable

    beginning of year $4,476,670 · end of year $3,891,026

  • 7 · Other notes and loans receivable

    beginning of year $230,829 · end of year $471,301

  • 8 · Inventories for sale or use

    beginning of year $0 · end of year $1,975

  • 9 · Prepaid expenses and deferred charges

    beginning of year $17,410 · end of year $170,717

  • 10a · Land, buildings and equipment: cost or other basis

    $29,299,181

  • 10b · Land, buildings and equipment: accumulated depreciation

    $24,651,531

  • 10c · Land, buildings and equipment, net

    beginning of year $19,645,153 · end of year $4,647,650

  • 12 · Investments: other securities

    beginning of year $468,282 · end of year $0

  • 14 · Intangible assets

    beginning of year $193,378 · end of year $15,699,341

  • 15 · Other assets

    beginning of year $4,913,704 · end of year $15,538,886

  • 17 · Accounts payable and accrued expenses

    beginning of year $6,120,465 · end of year $8,902,763

  • 19 · Deferred revenue

    beginning of year $11,339 · end of year $2,530,061

  • 25 · Other liabilities

    beginning of year $9,637,470 · end of year $13,736,141

  • 29 · Capital stock, trust principal or current funds

    beginning of year $0 · end of year $0

  • 30 · Paid-in or capital surplus, or land, building or equipment fund

    beginning of year $0 · end of year $0

  • 31 · Retained earnings, endowment or other funds

    beginning of year $16,309,078 · end of year $26,445,409

Mission and programs · 2022

Mission

SEE SCHEDULE O

  • UVA COMMUNITY HEALTH MEDICAL GROUP OFFERS PRIMARY CARE AND SPECIALTY CARE PHYSICIAN SERVICES THROUGH ITS 1,200+ PROVIDERS TO THE COMMUNITY AT OVER 50 LOCATIONS THROUGHOUT CENTRAL AND NORTHERN VIRGINIA. THE ORGANIZATION'S OPERATIONS SERVE THE COMMUNITY BY PROVIDING ACCESS TO MUCH NEEDED HEALTHCARE SERVICES, REGARDLESS OF THE PATIENTS' ABILITY TO PAY. DURING FISCAL YEAR, 2023, THE PHYSICIAN PRACTICES HAD 246,211 OUTPATIENT ENCOUNTERS.

    Expenses $60,620,904 · Revenue $43,883,468

  • UVA HEALTH CANCER CARE GAINESVILLE OFFERS EXPERT CANCER CARE TO THE ADULT RESIDENTS OF GAINESVILLE, VA AND THE SURROUNDING AREAS. THE ORGANIZATION'S OPERATIONS SERVE THE COMMUNITY BY PROVIDING ACCESS TO MUCH NEEDED HEALTHCARE SERVICES, REGARDLESS OF THE PATIENTS' ABILITY TO PAY. DURING FISCAL YEAR, 2023, THE CENTER HAD 23,867 OUTPATIENT ENCOUNTERS.

    Expenses $9,592,323 · Revenue $15,598,374

  • UVA OUTPATIENT IMAGING CENTERVILLE OFFERS DIAGNOSTIC IMAGING SERVICES TO THE CENTERVILLE, VA AREA AND SURROUNDING AREAS. THE ORGANIZATION'S OPERATIONS SERVE THE COMMUNITY BY PROVIDING ACCESS TO MUCH NEEDED HEALTHCARE SERVICES, REGARDLESS OF THE PATIENTS' ABILITY TO PAY. DURING FISCAL YEAR, 2023, THE CENTER HAD 10,140 OUTPATIENT ENCOUNTERS.

    Expenses $3,222,505 · Revenue $3,224,525

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • KIRSTEN GREEN MD

    TRUSTEE

    Total calculated
    $961,852
    From this org
    $0
    From related orgs
    $894,206
    Other
    $67,646
    Hours/week
    0.2 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $755,505 related
    Bonus
    $0 + $78,140 related
    Other
    $0 + $60,561 related
    Deferred
    $0 + $48,918 related
    Nontaxable benefits
    $0 + $18,728 related
    Filer's total
    $0 + $961,852 related

  • CHRISTOPHER HEATON MD

    TRUSTEE

    Total calculated
    $467,293
    From this org
    $413,954
    From related orgs
    $0
    Other
    $53,339
    Hours/week
    45 + 0.4 related

    Schedule J breakdown matched by us

    Base
    $291,419
    Bonus
    $17,500
    Other
    $105,035
    Deferred
    $15,492
    Nontaxable benefits
    $37,847
    Filer's total
    $467,293

  • VIKRAM S KHOT

    TRUSTEE

    Total calculated
    $10,456
    From this org
    $10,456
    From related orgs
    $0
    Other
    $0
    Hours/week
    45 + 0.2 related

  • STEVEN M DANZIGER

    CHAIR

    Total calculated
    $0
    Hours/week
    0.2 + 1 related

  • CHARLES BARRELL

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    0.2 + 0.8 related

  • RICHARD HARRINGTON

    SECRETARY

    Total calculated
    $0
    Hours/week
    0.2 + 0.6 related

  • STEPHEN NELSON

    TREASURER

    Total calculated
    $0
    Hours/week
    2 + 0.4 related

  • MARY FRANCES SOUTHERLAND

    TRUSTEE

    Total calculated
    $486,896
    From this org
    $0
    From related orgs
    $449,489
    Other
    $37,407
    Hours/week
    0.2 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $357,425 related
    Bonus
    $0 + $64,000 related
    Other
    $0 + $28,064 related
    Deferred
    $0 + $20,451 related
    Nontaxable benefits
    $0 + $16,956 related
    Filer's total
    $0 + $486,896 related

  • MATTHEW GUILFOYLE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2 + 0.4 related

  • JACQUELINE KRICK

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2 + 0.4 related

  • LISA ANN PEACOCK

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.2 + 0.6 related

  • MICHELLE METZGAR

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.2 + 0.6 related

  • PAM KINCHELOE RN JD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.2 + 0.6 related

  • VIPUL PARIKH MD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.2 + 0.6 related

  • L ERIK SHANNON

    CH SYSTEM CEO / PRESIDENT

    Total calculated
    $925,348
    From this org
    $0
    From related orgs
    $923,136
    Other
    $2,212
    Hours/week
    0.4 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $83,542 related
    Bonus
    $0 + $145,000 related
    Other
    $0 + $694,594 related
    Deferred
    $0 + $2,212 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $925,348 related

  • CHARLES CODER

    CH SYSTEM CFO & TREASURER

    Total calculated
    $663,500
    From this org
    $0
    From related orgs
    $617,644
    Other
    $45,856
    Hours/week
    0.4 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $349,433 related
    Bonus
    $0 + $254,781 related
    Other
    $0 + $13,430 related
    Deferred
    $0 + $17,564 related
    Nontaxable benefits
    $0 + $28,292 related
    Filer's total
    $0 + $663,500 related

  • JAMES B MIN

    CLINICAL PHYSICIAN EXECUTIVE

    Total calculated
    $384,049
    From this org
    $358,033
    From related orgs
    $0
    Other
    $26,016
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $323,759
    Bonus
    $0
    Other
    $34,274
    Deferred
    $0
    Nontaxable benefits
    $26,016
    Filer's total
    $384,049

  • AHSAN Q JAFIR

    CARDIOLOGIST

    Total calculated
    $710,582
    From this org
    $648,922
    From related orgs
    $0
    Other
    $61,660
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $633,457
    Bonus
    $0
    Other
    $15,465
    Deferred
    $18,300
    Nontaxable benefits
    $43,360
    Filer's total
    $710,582

  • ARA MATTHEW MARANIAN

    CARDIOLOGIST

    Total calculated
    $642,319
    From this org
    $588,328
    From related orgs
    $0
    Other
    $53,991
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $565,817
    Bonus
    $2,531
    Other
    $19,980
    Deferred
    $18,300
    Nontaxable benefits
    $35,691
    Filer's total
    $642,319

  • DAVID MARK DEMARIA

    CARDIOLOGIST

    Total calculated
    $528,788
    From this org
    $484,584
    From related orgs
    $0
    Other
    $44,204
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $479,338
    Bonus
    $0
    Other
    $5,246
    Deferred
    $18,300
    Nontaxable benefits
    $25,904
    Filer's total
    $528,788

  • RAZA YUNUS

    CARDIOLOGIST

    Total calculated
    $491,912
    From this org
    $478,134
    From related orgs
    $0
    Other
    $13,778
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $469,535
    Bonus
    $0
    Other
    $8,599
    Deferred
    $1,461
    Nontaxable benefits
    $12,317
    Filer's total
    $491,912

  • IZUCHUKWU OBI

    INPATIENT PHYSICIAN

    Total calculated
    $489,409
    From this org
    $443,954
    From related orgs
    $0
    Other
    $45,455
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $439,496
    Bonus
    $2,400
    Other
    $2,058
    Deferred
    $18,300
    Nontaxable benefits
    $27,155
    Filer's total
    $489,409

  • STEPHEN SMITH MD

    FORMER PRES & COO (THRU 02/2022)

    Total calculated
    $775,027
    From this org
    $0
    From related orgs
    $765,754
    Other
    $9,273
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $58,732 related
    Bonus
    $0 + $208,363 related
    Other
    $0 + $498,659 related
    Deferred
    $0 + $3,592 related
    Nontaxable benefits
    $0 + $5,681 related
    Filer's total
    $0 + $775,027 related

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

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 7 · Other non-fixed payments

Answered no

  • 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 3: METHODS USED TO ESTABLISH COMPENSATION
UVA COMMUNITY HEALTH, INC. IS THE PARENT ENTITY OF A NOT-FOR-PROFIT INTEGRATED SYSTEM OF HOSPITALS, PHYSICIAN CLINICS, OUTPATIENT CENTERS, AND OTHER HEALTHCARE SERVICES PROVIDERS (COLLECTIVELY KNOWN AS "UVA COMMUNITY HEALTH"). UVACH, IN COMBINATION WITH ITS SOLE MEMBER, THE UNIVERSITY OF VIRGINIA MEDICAL CENTER ("THE MEDICAL CENTER"), COMPRISE UVA HEALTH. THE FILING ORGANIZATION IS AN INTEGRAL PART OF UVA COMMUNITY HEALTH AND UVA HEALTH. THE COMPENSATION OF THE UVA COMMUNITY HEALTH CEO IS ESTABLISHED USING A HOLISTIC SET OF COMPENSABLE FACTORS AND VARIABLE PAY OPTIONS INTENDED TO ASSIST WITH THE RECRUITMENT AND RETENTION OF EXCEPTIONAL OR MISSION-CRITICAL EMPLOYEES AND APPROVED BY THE CHIEF EXECUTIVE OFFICER OF UVA HEALTH ON BEHALF OF THE MEDICAL CENTER AND THE RECTOR AND VISITORS OF THE UNIVERSITY OF VIRGINIA.
PART I, LINE 4A - SEVERANCE PLAN:
ELIGIBLE EXECUTIVES MAY RECEIVE SEVERANCE PAY THAT IS BASED ON ANNUAL COMPENSATION FOR A SPECIFIED PERIOD OF TIME. ANY CURRENT YEAR PAYMENTS HAVE BEEN INCLUDED IN THE COMPENSATION AMOUNTS REPORTED IN PART VII AND IN COLUMN (B)(III) OF SCHEDULE J. - STEPHEN SMITH, MD: $428,441
PART I, LINE 4B - SUPPLEMENTAL NONQUALIFIED RETIREMENT PLANS:
THE SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN ("SERP") PAYMENTS MADE IN 2022 ARE THE FINAL PAYMENTS ATTRIBUTABLE TO PARTICIPATION IN THE PLAN OFFERED BY NOVANT HEALTH, INC. PRIOR TO THE UVA MEDICAL CENTER BECOMING THE SOLE MEMBER OF UVA COMMUNITY HEALTH, INC. ("UVACHI") AND THE INTEGRATION OF UVACHI AND ITS SUBSIDIARIES INTO UVA HEALTH. THE PLAN WAS INTENDED TO SUPPORT RETENTION OF KEY EXECUTIVES AND TO OFFER COMPETITIVE TOTAL COMPENSATION. ELIGIBLE EXECUTIVES WERE NOMINATED BY THE CEO AND APPROVED BY THE NOVANT HEALTH COMPENSATION AND LEADERSHIP COMMITTEE ("THE COMMITTEE") FOR PARTICIPATION. ANNUAL CONTRIBUTIONS TO THE PLAN WERE BASED ON A PERCENTAGE OF THE PARTICIPANT'S BASE SALARY AS OF JANUARY 1ST OF THE PREVIOUS PLAN YEAR AND WERE REPORTED IN COLUMN (C) OF SCHEDULE J. PRIOR TO MAKING THE CONTRIBUTIONS, THE COMMITTEE REVIEWED AND APPROVED AMOUNTS AS TO REASONABLENESS, WHEN COMBINED WITH ALL OTHER ANNUAL COMPENSATION. A 3 YEAR CLASS-YEAR VESTING PERIOD WOULD APPLY UP TO AGE 62, WHEN ALL MONEY WOULD BE VESTED AND PAID OUT TO THE PARTICIPANT. FOR THE FINAL PAYMENTS LISTED, VESTING OCCURRED ON JANUARY 1, 2022. - AHSAN JAFIR: $11,228 - ARA MARANIAN: $8,589 - CHRISTOPHER HEATON: $10,793 - STEPHEN SMITH: $70,218 ERIK SHANNON SERVED AS AN INDEPENDENT CONTRACTOR FROM JANUARY THROUGH NOVEMBER BEFORE BEING HIRED AS A FULL TIME EMPLOYEE, THIS PAYMENT IS REFLECTED IN SCHEDULE J, PART II, COLUMN B(III).
PART I, LINE 7: NONFIXED PAYMENT
DEPENDING ON INDIVIDUAL PERFORMANCE, SOME EMPLOYEES MAY BE ELIGIBLE FOR PERFORMANCE BONUSES IN ADDITION TO THEIR REGULAR COMPENSATION. THE AWARDING OF ANY COMPENSATION BONUS CONSIDERS THE INDIVIDUAL'S GOALS AND THE GOALS OF THE ORGANIZATION AS A WHOLE. ANY POTENTIAL BONUS IS CONSIDERED WHEN EVALUATING AN EMPLOYEE'S TOTAL COMPENSATION FOR REASONABLENESS.

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.

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.

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.

Provenance

Return type
form_990
Tax year
2022
Filed
15 May 2024
IRS schema version
2022v5.0
Source object
202431369349307838

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