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Nonprofiteer
← UCM MEDICAL GROUP INC

Form 990 for tax year 2022

Filed by UCM MEDICAL GROUP INC.

Totals

Total revenue
$30,384,782
Total expenses
$36,717,015
Contributions and grants received
$0
Grants paid
$0
Program services expenses (Part IX)
$33,128,998
Management and general expenses
$3,588,017
Fundraising expenses
$0
Program service expenses (Part III)
$33,128,998

Program services were 90.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • AYTEK OTO MD

    BOARD CHAIR AND DIRECTOR

    Total calculated
    $1,063,810
    From this org
    $0
    From related orgs
    $1,016,966
    Other
    $46,844
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $820,716 related
    Bonus
    $0 + $196,250 related
    Other
    $0
    Deferred
    $0 + $24,400 related
    Nontaxable benefits
    $0 + $22,444 related
    Filer's total
    $0 + $1,063,810 related

  • LESLIE (LES) R STERN

    PRESIDENT, CARE NETWORK

    Total calculated
    $671,954
    From this org
    $0
    From related orgs
    $562,760
    Other
    $109,194
    Hours/week
    1 + 44 related

    Schedule J breakdown matched by us

    Base
    $0 + $446,808 related
    Bonus
    $0 + $101,095 related
    Other
    $0 + $14,857 related
    Deferred
    $0 + $73,623 related
    Nontaxable benefits
    $0 + $35,570 related
    Filer's total
    $0 + $671,954 related

  • AMIT JOSHI MD

    DIRECTOR

    Total calculated
    $543,070
    From this org
    $486,630
    From related orgs
    $0
    Other
    $56,440
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $344,341
    Bonus
    $135,351
    Other
    $6,938
    Deferred
    $21,693
    Nontaxable benefits
    $34,747
    Filer's total
    $543,070

  • ARDAMAN SHERGILL MD

    DIRECTOR (THRU 11/12/22)

    Total calculated
    $278,273
    From this org
    $0
    From related orgs
    $257,655
    Other
    $20,618
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $246,036 related
    Bonus
    $0 + $11,619 related
    Other
    $0
    Deferred
    $0 + $20,612 related
    Nontaxable benefits
    $0 + $6 related
    Filer's total
    $0 + $278,273 related

  • DEBRA STULBERG MD

    DIRECTOR

    Total calculated
    $393,713
    From this org
    $0
    From related orgs
    $333,815
    Other
    $59,898
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $303,815 related
    Bonus
    $0 + $30,000 related
    Other
    $0
    Deferred
    $0 + $24,400 related
    Nontaxable benefits
    $0 + $35,498 related
    Filer's total
    $0 + $393,713 related

  • KARA DAVIS MD

    DIRECTOR

    Total calculated
    $279,419
    From this org
    $234,475
    From related orgs
    $0
    Other
    $44,944
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $165,024
    Bonus
    $63,557
    Other
    $5,894
    Deferred
    $10,196
    Nontaxable benefits
    $34,747
    Filer's total
    $279,419

  • KAVEH RAHMANI DO

    DIRECTOR

    Total calculated
    $601,107
    From this org
    $572,067
    From related orgs
    $0
    Other
    $29,040
    Hours/week
    1 + 42 related

    Schedule J breakdown matched by us

    Base
    $376,577
    Bonus
    $195,301
    Other
    $188
    Deferred
    $15,250
    Nontaxable benefits
    $13,790
    Filer's total
    $601,106

  • KENNETH NUNES MD

    VP AND CHIEF AMBULATORY OFFICER

    Total calculated
    $680,180
    From this org
    $0
    From related orgs
    $592,515
    Other
    $87,665
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $493,382 related
    Bonus
    $0 + $88,830 related
    Other
    $0 + $10,303 related
    Deferred
    $0 + $68,123 related
    Nontaxable benefits
    $0 + $19,542 related
    Filer's total
    $0 + $680,180 related

  • KIMBERLY KRUCZEK DO

    DIRECTOR

    Total calculated
    $527,534
    From this org
    $501,345
    From related orgs
    $0
    Other
    $26,189
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $451,330
    Bonus
    $49,757
    Other
    $258
    Deferred
    $15,250
    Nontaxable benefits
    $10,939
    Filer's total
    $527,535

  • MICHAEL ANTONIADES

    INTERIM PRESIDENT, INGALLS

    Total calculated
    $0
    Hours/week
    1 + 43 related

  • MITCH POSNER MD

    DIRECTOR (EFF. 6/29/22)

    Total calculated
    $1,018,728
    From this org
    $0
    From related orgs
    $961,300
    Other
    $57,428
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $716,800 related
    Bonus
    $0 + $244,500 related
    Other
    $0
    Deferred
    $0 + $24,400 related
    Nontaxable benefits
    $0 + $33,028 related
    Filer's total
    $0 + $1,018,728 related

  • NAOUM ISSA MD

    DIRECTOR

    Total calculated
    $348,385
    From this org
    $0
    From related orgs
    $292,789
    Other
    $55,596
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $204,921 related
    Bonus
    $0 + $65,647 related
    Other
    $0 + $22,221 related
    Deferred
    $0 + $22,517 related
    Nontaxable benefits
    $0 + $33,080 related
    Filer's total
    $0 + $348,385 related

  • SACHIN SHAH MD

    DIRECTOR

    Total calculated
    $434,224
    From this org
    $0
    From related orgs
    $386,977
    Other
    $47,247
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $357,358 related
    Bonus
    $0 + $29,619 related
    Other
    $0
    Deferred
    $0 + $24,400 related
    Nontaxable benefits
    $0 + $22,847 related
    Filer's total
    $0 + $434,223 related

  • ANN MCCOLGAN

    TREASURER (THRU 5/1/23)

    Total calculated
    $541,441
    From this org
    $0
    From related orgs
    $453,543
    Other
    $87,898
    Hours/week
    1 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $275,729 related
    Bonus
    $0 + $68,220 related
    Other
    $0 + $109,594 related
    Deferred
    $0 + $49,787 related
    Nontaxable benefits
    $0 + $38,111 related
    Filer's total
    $0 + $541,441 related

  • IVAN SAMSTEIN

    CHIEF FINANCIAL OFFICER

    Total calculated
    $1,404,762
    From this org
    $0
    From related orgs
    $1,193,414
    Other
    $211,348
    Hours/week
    1 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $873,834 related
    Bonus
    $0 + $287,750 related
    Other
    $0 + $31,830 related
    Deferred
    $0 + $176,154 related
    Nontaxable benefits
    $0 + $35,194 related
    Filer's total
    $0 + $1,404,763 related

  • MELVA LAVIZZO

    SECRETARY

    Total calculated
    $91,472
    From this org
    $75,676
    From related orgs
    $0
    Other
    $15,796
    Hours/week
    1 + 40 related

  • MICHELLE SALOMON

    TREASURER (EFF. 5/2/23)

    Total calculated
    $0
    Hours/week
    1 + 45 related

  • ELIZABETH PEART

    VP NETWORK DEVELOPMENT

    Total calculated
    $431,473
    From this org
    $365,336
    From related orgs
    $0
    Other
    $66,137
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $291,470
    Bonus
    $72,935
    Other
    $931
    Deferred
    $32,496
    Nontaxable benefits
    $33,641
    Filer's total
    $431,472

  • FARAH HASAN MD

    PHYSICIAN

    Total calculated
    $416,454
    From this org
    $390,804
    From related orgs
    $0
    Other
    $25,650
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $341,331
    Bonus
    $31,690
    Other
    $17,783
    Deferred
    $22,800
    Nontaxable benefits
    $2,850
    Filer's total
    $416,454

  • MURTUZA RAMPURWALA MD

    PHYSICIAN

    Total calculated
    $741,071
    From this org
    $681,804
    From related orgs
    $0
    Other
    $59,267
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $326,740
    Bonus
    $354,895
    Other
    $169
    Deferred
    $21,669
    Nontaxable benefits
    $37,597
    Filer's total
    $741,071

  • NASREEN ANSARI MD

    PHYSICIAN

    Total calculated
    $457,899
    From this org
    $401,573
    From related orgs
    $0
    Other
    $56,326
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $296,077
    Bonus
    $84,586
    Other
    $20,911
    Deferred
    $21,899
    Nontaxable benefits
    $34,428
    Filer's total
    $457,899

  • RICHARD HARRIS MD

    PHYSICIAN

    Total calculated
    $540,302
    From this org
    $490,469
    From related orgs
    $0
    Other
    $49,833
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $474,211
    Bonus
    $15,160
    Other
    $1,098
    Deferred
    $15,250
    Nontaxable benefits
    $34,583
    Filer's total
    $540,301

  • RICHARD W SILVERIA

    FORMER CHIEF FINANCIAL OFFICER (THRU 4/22/21)

    Total calculated
    $251,969
    From this org
    $0
    From related orgs
    $251,969
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0 + $251,969 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $251,969 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 — 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)

Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation
COMPENSATION OF THE PRESIDENT OF UCM CARE NETWORK MEDICAL GROUP, INC. IS REVIEWED AND RECOMMENDED FOR APPROVAL BY THE COMPENSATION COMMITTEE OF UCMC. THE COMMITTEE'S DETERMINATION PROCESS UTILIZES A COMBINATION OF AN INDEPENDENT COMPENSATION CONSULTANT AND COMPENSATION STUDIES/SURVEYS, WHICH IS THEN REVIEWED AND APPROVED BY THE UCMC COMPENSATION COMMITTEE. THE UCMC COMPENSATION COMMITTEE CONDUCTS ITS REVIEW AND APPROVAL PROCESS IN A MANNER DESIGNED TO QUALIFY FOR THE REBUTTABLE PRESUMPTION OF REASONABLENESS UNDER FEDERAL TAX LAW. THIS IS A RIGOROUS REVIEW AND APPROVAL PROCESS DESIGNED FOR TAX-EXEMPT ORGANIZATIONS BY THE INTERNAL REVENUE SERVICE, AND IS DESIGNED TO RESULT IN COMPETITIVE AND REASONABLE COMPENSATION.
Schedule J, Part I, Line 4a Severance or change-of-control payment
IN CALENDAR YEAR 2022, RICHARD SILVERIA RECEIVED SEVERANCE PAYMENTS FOLLOWING HIS TERMINATION OF EMPLOYMENT ($251,969).
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan
CERTAIN INDIVIDUALS LISTED IN SCHEDULE J, PART II PARTICIPATE IN A SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN TO WHICH UCMC MAKES ANNUAL CONTRIBUTIONS. THESE CONTRIBUTIONS ARE AT RISK AND DO NOT BECOME VESTED AND PAYABLE UNLESS AND UNTIL THE INDIVIDUAL SATISFIES A SUBSTANTIAL FUTURE SERVICE REQUIREMENT. THE FOLLOWING INDIVIDUALS HAD CONTRIBUTIONS MADE TO THE PLAN IN JANUARY 2023 FOR CALENDAR YEAR 2022: ANN MCCOLGAN ELIZABETH PEART KENNETH NUNES LESLIE STERN IVAN SAMSTEIN THE FOLLOWING INDIVIDUALS BECAME VESTED IN, AND WERE TAXED ON, AMOUNTS PREVIOUSLY CREDITED UNDER THE PLAN TO THE INDIVIDUAL FOR SERVICES PROVIDED TO THE ORGANIZATION IN PRIOR YEARS (INCLUDED IN 2022 W-2S): ANN MCCOLGAN - $29,271
Schedule J, Part I, Line 7 Non-fixed payments
NINE PERSONS LISTED IN PART VII, SECTION A, LINE 1A RECEIVED NON-RECURRING PAYMENTS DURING CALENDAR YEAR 2022. THESE NON-FIXED PAYMENTS ARE RELATED TO ADDITIONAL DUTIES PERFORMED OR PERFORMANCE BONUSES.
Schedule J, Part I, Line 1a DISCRETIONARY SPENDING ACCOUNT
DISCRETIONARY SPENDING ACCOUNTS ARE AVAILABLE TO UCMC-EMPLOYED EXECUTIVES ONLY, SERVING UCM CARE NETWORK. THOSE WHO MADE USE OF THE DISCRETIONARY SPENDING ACCOUNT RECEIVED BETWEEN $0 AND $12,000 DURING THE YEAR. THESE BENEFITS ARE ALL CONSIDERED TAXABLE COMPENSATION INCLUDED ON SCHEDULE J, PART II, COLUMN B(III). CARE NETWORK-EMPLOYED EXECUTIVES ARE INELIGIBLE.
Schedule J, Part II
TAXABLE INCOME REPORTED IN COLUMN (B) MAY INCLUDE PAYMENTS FROM THE SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP). IN MOST CASES, THESE PAYMENTS WERE EARNED OVER MANY YEARS OF EMPLOYMENT AND THE AMOUNTS HAD PREVIOUSLY BEEN SUBJECT TO VESTING RULES. SERP PAYMENT AMOUNTS EARNED IN PRIOR YEARS WERE PREVIOUSLY REPORTED ON THE FORM 990 AS DEFERRED COMPENSATION AND ARE REPORTED IN THIS 2022 FORM 990 ON SCHEDULE J, PART II, COLUMN (F). THE INDEPENDENT COMPENSATION COMMITTEE OF THE BOARD CONDUCTS ITS REVIEW AND APPROVAL OF ALL EXECUTIVE COMPENSATION, INCLUDING THESE SERP AMOUNTS, IN A MANNER THAT QUALIFIES FOR THE REBUTTABLE PRESUMPTION OF REASONABLENESS UNDER FEDERAL TAX LAW. THIS IS A RIGOROUS REVIEW PROCESS DESIGNED FOR TAX-EXEMPT ORGANIZATIONS BY THE INTERNAL REVENUE SERVICE, AND IT MEANS THAT THE BOARD COMPENSATION COMMITTEE DOES NOT HAVE ANY CONFLICTS OF INTEREST, AND RELIES ON MARKET DATA COMPILED BY AN INDEPENDENT COMPENSATION CONSULTANT TO SUPPORT ALL EXECUTIVE PAY AS MARKET COMPETITIVE AND REASONABLE. FOR THE INDIVIDUALS LISTED ON SCHEDULE J, PART II THAT ARE IDENTIFIED AS FORMER OFFICERS OR KEY EMPLOYEES, THIS COMPENSATION LISTED IS EITHER THE FAIR MARKET VALUE COMPENSATION PAID TO THEM FOR SERVICES THEY PERFORMED AS ACTIVE EMPLOYEES OF CARE NETWORK OR A RELATED ORGANIZATION (AND WAS NOT PAID TO THEM DUETO THEIR FORMERLY HAVING BEEN LISTED AS OFFICERS OR KEY EMPLOYEES), OR AS COMPENSATION FOR A COMBINATION OF SERVICES AND SEVERANCE: RICHARD SILVERIA.

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.

Provenance

Return type
form_990
Tax year
2022
Filed
13 May 2024
IRS schema version
2022v5.0
Source object
202431349349306918

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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