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Nonprofiteer
← UNIVERSITY HEALTH CARE FOUNDATION INC

Form 990 for tax year 2022

Filed by UNIVERSITY HEALTH CARE FOUNDATION INC.

This return was superseded by a later amendment. matched by us It is kept because history is preserved rather than replaced.

What the amendment changed

Compared with the latest return for 2022 , filed 13 May 2024. 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
$2,105,646 changed to $4,073,339
Total expenses
$1,351,330 changed to $1,058,784
Contributions and grants received
$1,790,927 changed to $2,984,372
Grants paid
$4,800 changed to $74,000
Investment income
$308,106 changed to $1,117,594
Other revenue
$6,613 changed to -$28,627
Total assets, end of year
$36,830,416 changed to $42,683,325
Total liabilities, end of year
$112,236 changed to $99,909
Net assets or fund balances, end of year
$36,718,180 changed to $42,583,416
Program services expenses
$1,066,273 changed to $898,078
Management and general expenses
$141,153 changed to $160,706
Fundraising expenses
$143,904 changed to $0
Program service expenses (Part III)
$1,066,273 changed to $898,078

Listed only on the earlier return

  • CARGILL ALLEYNE MD
  • HARRY W JERNIGAN IV
  • JOSHUA B RAFOTH MD
  • LAURIE SMITH
  • MARK J WILLS
  • PATRICIA BENSEMA
  • PHILIP A GAFFNEY

Listed only on the later return

  • CARGILL ALLEYENE MD
  • ELIZABETH LEDDY
  • JOSHUA RAFOTH MD
  • LAURIE OTT SMITH
  • LILY HENSON
  • MARK WILLS
  • PHILIP GAFFNEY
  • ROBIN SMITH DUDLEY
  • THOMAS ARNOLD

Listed under a different title

  • ANNE D TROTTER: IMMEDIATE PAST CHAIR then BOARD MEMBER
  • DAVID A BELKOSKI: SYSTEM CFO then CFO
  • DAVID HOGG JR: CHAIR then BOARD MEMBER
  • JAMES R DAVIS: CEO then CEO(UNTIL 12/2022)

Totals

Total revenue
$2,105,646
Total expenses
$1,351,330
Contributions and grants received
$1,790,927
Grants paid
$4,800
Program service revenue
$0
Investment income
$308,106
Other revenue
$6,613
Total assets, end of year
$36,830,416
Total liabilities, end of year
$112,236
Net assets or fund balances, end of year
$36,718,180
Program services expenses (Part IX)
$1,066,273
Management and general expenses
$141,153
Fundraising expenses
$143,904
Program service expenses (Part III)
$1,066,273

Program services were 78.9% 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.

  • 1c · Fundraising events

    $240,496

  • 1f · All other contributions, gifts and grants

    $1,550,431

  • 1g · Noncash contributions included above

    $62,966

  • 3 · Investment income

    total $262,390 · excluded $262,390

  • 7a · Gross sales of assets other than inventory

    securities $291,356

  • 7b · Less cost or other basis and sales expenses

    securities $245,640

  • 7c · Gain or loss

    securities $45,716

  • 7d · Net gain or loss

    total $45,716 · excluded $45,716

  • 8a · Fundraising events: gross income

    $38,085

  • 8a · Fundraising events: contributions included on line 1c

    $240,496

  • 8b · Fundraising events: direct expenses

    $31,582

  • 8c · Net income from fundraising events

    total $6,503 · excluded $6,503

  • 9a · Gaming: gross income

    $10,770

  • 9b · Gaming: direct expenses

    $10,660

  • 9c · Net income from gaming

    total $110 · excluded $110

Functional expenses

Part IX, the statement of functional expenses.

  • 2 · Grants to domestic individuals

    total $4,800 · program services $4,800

  • 7 · Other salaries and wages

    total $295,018 · program services $46,097 · management and general $134,602 · fundraising $114,319

  • 11f · Fees: investment management

    total $14,477 · program services $2,262 · management and general $6,605 · fundraising $5,610

  • 13 · Office expenses

    total $20,245 · program services $3,164 · management and general $9,237 · fundraising $7,844

  • 16 · Occupancy

    total $474 · management and general $474

  • 17 · Travel

    total $989 · program services $155 · management and general $451 · fundraising $383

  • 19 · Conferences, conventions and meetings

    total -$3,060 · fundraising -$3,060

  • 21 · Payments to affiliates

    total $1,010,056 · program services $1,010,056

  • 24a · Other expenses: SUPPLIES

    total $19,975 · program services $81 · management and general $237 · fundraising $19,657

  • 24b · Other expenses: DUES & MEMBERSHIPS

    total $2,235 · management and general $2,235

  • 24c · Other expenses: MISCELLANEOUS

    total -$791 · program services -$342 · management and general $400 · fundraising -$849

  • 24d · Other expenses: ANNUITY PMT REVALUATION

    total -$13,088 · management and general -$13,088

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $1,565,633 · end of year $619,232

  • 3 · Pledges and grants receivable

    beginning of year $1,636,123 · end of year $1,654,860

  • 9 · Prepaid expenses and deferred charges

    beginning of year $5,428 · end of year $22,606

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

    $11,124

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

    $11,124

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $0

  • 11 · Investments: publicly traded securities

    beginning of year $38,992,764 · end of year $34,468,894

  • 12 · Investments: other securities

    beginning of year $42,206 · end of year $42,219

  • 15 · Other assets

    beginning of year $17,646 · end of year $22,605

  • 17 · Accounts payable and accrued expenses

    beginning of year $23,338 · end of year $13,712

  • 19 · Deferred revenue

    beginning of year $433 · end of year $210

  • 25 · Other liabilities

    beginning of year $122,396 · end of year $98,314

  • 27 · Net assets without donor restrictions

    beginning of year $1,764,243 · end of year $884,716

  • 28 · Net assets with donor restrictions

    beginning of year $40,349,390 · end of year $35,833,464

Mission and programs · 2022

Mission

UNIVERSITY HEALTH CARE FOUNDATION WAS ESTABLISHED TO RAISE FUNDS AND TO SUPPORT THE VARIOUS PROGRAMS OF THE UNIVERSITY HOSPITAL IN ITS MISSION TO PROVIDE HIGH QUALITY HEALTH CARE SERVICES TO THE COMMUNITY.

Activities or mission (Part I)

TO ENSURE THAT UNIVERSITY HOSPITAL HAS THE RESOURCES NEEDED TO CARE FOR THE COMMUNITY AND TO FILL ITS PURPOSES TO MAKE A POSITIVE DIFFERENCE IN EVERY LIFE TOUCHED.

  • SUPPORT OF UNIVERSITY HOSPITAL RELATING TO HOSPITAL SERVICES AS WELL AS PROVIDING ASSISTANCE TO THE INDIGENT POPULATION.

    Expenses $1,066,273 · Grants $4,800

As filed on the 2022 return.

Listed in Part VII

  • HARRY W JERNIGAN IV

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • TAITE SASNETT

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • JED W HOWINGTON MD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • BECKY SMITH

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • TOM WYATT

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • MARK J WILLS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • PHILIP A GAFFNEY

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • JAY MURRAY

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • BRIAN RHODES

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • CARGILL ALLEYNE MD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 39 related

  • PATRICIA BENSEMA

    RECORDING SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • JOSHUA B RAFOTH MD

    CHAIR-ELECT

    Total calculated
    $0
    Hours/week
    1

  • ANNE D TROTTER

    IMMEDIATE PAST CHAIR

    Total calculated
    $0
    Hours/week
    1

  • DAVID HOGG JR

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • JAMES R DAVIS

    CEO

    Total calculated
    $0
    Hours/week
    5 + 35 related

  • DAVID A BELKOSKI

    SYSTEM CFO

    Total calculated
    $0
    Hours/week
    5 + 35 related

  • LAURIE SMITH

    PRESIDENT UHCF

    Total calculated
    $0
    Hours/week
    25 + 15 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.

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.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

Provenance

Return type
form_990
Tax year
2022
Filed
15 May 2023
IRS schema version
2022v5.0
Source object
202341359349305074

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