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← UNIVERSITY HEALTH INC

Form 990 for tax year 2022

Filed by UNIVERSITY HEALTH INC.

Totals

Total revenue
$15,074,575
Total expenses
$21,026,878
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$15,013,372
Investment income
$788
Other revenue
$60,415
Total assets, end of year
$0
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$0
Program services expenses (Part IX)
$19,040,179
Management and general expenses
$1,986,699
Fundraising expenses
$0
Program service expenses (Part III)
$19,040,179

Program services were 90.6% 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: PHYSICIAN FEES

    total $12,790,124 · related or exempt $12,790,124

  • 2b · Program service revenue: HOSPITAL SERVICES

    total $2,223,248 · related or exempt $2,223,248

  • 3 · Investment income

    total $5,445 · excluded $5,445

  • 6a · Gross rents

    real property $849

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $849

  • 6d · Net rental income or loss

    total $849 · excluded $849

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

    other assets $4,657

  • 7c · Gain or loss

    other assets -$4,657

  • 7d · Net gain or loss

    total -$4,657 · related or exempt -$4,657

  • 11a · Other revenue: MISCELLANEOUS REVENUE

    total $59,566 · related or exempt $59,566

  • 11e · Other revenue, total

    $59,566

Functional expenses

Part IX, the statement of functional expenses.

  • 7 · Other salaries and wages

    total $13,135,595 · program services $12,371,185 · management and general $764,410

  • 8 · Pension plan contributions

    total $170,866 · program services $165,740 · management and general $5,126

  • 9 · Other employee benefits

    total $1,677,023 · program services $1,415,230 · management and general $261,793

  • 10 · Payroll taxes

    total $764,854 · program services $726,611 · management and general $38,243

  • 11c · Fees: accounting

    total $156,714 · management and general $156,714

  • 11g · Fees: other

    total $2,159,632 · program services $1,566,742 · management and general $592,890

  • 12 · Advertising and promotion

    total $55 · management and general $55

  • 13 · Office expenses

    total $61,705 · program services $17,832 · management and general $43,873

  • 14 · Information technology

    total $353,320 · program services $315,390 · management and general $37,930

  • 16 · Occupancy

    total $899,211 · program services $875,081 · management and general $24,130

  • 22 · Depreciation, depletion and amortization

    total $269,177 · program services $255,888 · management and general $13,289

  • 23 · Insurance

    total $456,519 · program services $429,535 · management and general $26,984

  • 24a · Other expenses: MED SURG SUPPLIES

    total $667,114 · program services $666,973 · management and general $141

  • 24b · Other expenses: DUES, FEES & MEMBERSHIP

    total $80,159 · program services $75,372 · management and general $4,787

  • 24c · Other expenses: GENERAL SUPPLIES

    total $67,308 · program services $64,250 · management and general $3,058

  • 24d · Other expenses: REPAIRS & MAINTENACE

    total $46,812 · program services $46,783 · management and general $29

  • 24e · All other expenses

    total $60,814 · program services $47,567 · management and general $13,247

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $8,201,150 · end of year $0

  • 2 · Savings and temporary cash investments

    end of year $0

  • 3 · Pledges and grants receivable

    end of year $0

  • 4 · Accounts receivable

    beginning of year $6,944,830 · end of year $0

  • 5 · Loans and receivables from officers and key people

    end of year $0

  • 6 · Loans and receivables from disqualified persons

    end of year $0

  • 7 · Other notes and loans receivable

    end of year $0

  • 8 · Inventories for sale or use

    end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $236,879 · end of year $0

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

    $0

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

    $0

  • 10c · Land, buildings and equipment, net

    beginning of year $8,826,276 · end of year $0

  • 11 · Investments: publicly traded securities

    end of year $0

  • 12 · Investments: other securities

    end of year $0

  • 13 · Investments: program-related

    beginning of year $14,173,789 · end of year $0

  • 14 · Intangible assets

    end of year $0

  • 15 · Other assets

    beginning of year $41,244,933 · end of year $0

  • 17 · Accounts payable and accrued expenses

    beginning of year $7,824,773 · end of year $0

  • 25 · Other liabilities

    beginning of year $25,538,897 · end of year $0

  • 27 · Net assets without donor restrictions

    beginning of year $46,264,187 · end of year $0

Mission and programs · 2022

Mission

PRIMARY FUNCTIONS ARE THE COORDINATION AND DELIVERY OF HEALTH CARE RESOURCES AND SERVICES, HEALTH CARE EDUCATION FOR THE HOSPITAL SERVICE AREA, LONG RANGE ANALYSIS OF HEALTH CARE NEEDS AND DEVELOPMENT OF PROGRAMS, AND ARRANGING FOR FINANCING OF HEALTH CARE PROGRAMS.

  • UNIVERSITY HEALTH CARE PHYSICIANS, A SINGLE-MEMBER LIMITED LIABILITY COMPANY OF UHI, WAS CREATED TO ENHANCE THE COORDINATION AND DELIVERY OF HEALTH CARE SERVICES FOR PRIMARY CARE, INCLUDING INTERNAL AND FAMILY MEDICINE, ONCOLOGY, VASCULAR AND CT SURGERY, AND CARDIOLOGY.

    Expenses $19,040,179 · Revenue $15,013,372

As filed on the 2022 return.

Listed in Part VII

  • James R Davis

    UHCS PRESIDENT & CEO

    Total calculated
    $317,552
    From this org
    $0
    From related orgs
    $310,982
    Other
    $6,570
    Hours/week
    5 + 35 related

    Schedule J breakdown matched by us

    Base
    $0 + $124,117 related
    Bonus
    $0 + $127,308 related
    Other
    $0 + $59,557 related
    Deferred
    $0 + $3,917 related
    Nontaxable benefits
    $0 + $2,653 related
    Filer's total
    $0 + $317,552 related

  • Daniel H Boone MD

    BOARD MEMBER

    Total calculated
    $60,135
    From this org
    $56,120
    From related orgs
    $0
    Other
    $4,015
    Hours/week
    40

  • James C Sherman MD

    BOARD MEMBER

    Total calculated
    $18,462
    From this org
    $0
    From related orgs
    $18,462
    Other
    $0
    Hours/week
    1 + 24 related

  • Sanford Loyd

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Terry D Elam

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Levi W Hill IV

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • William P Doupe

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Edward Tarver

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Becky Smith

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Hugh L Hamilton

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    1

  • Eugene F McManus

    VICE CHAIRMAN

    Total calculated
    $0
    Hours/week
    1

  • David A Belkoski

    UHCS CFO

    Total calculated
    $161,984
    From this org
    $0
    From related orgs
    $159,023
    Other
    $2,961
    Hours/week
    5 + 35 related

    Schedule J breakdown matched by us

    Base
    $0 + $75,203 related
    Bonus
    $0 + $74,933 related
    Other
    $0 + $8,887 related
    Deferred
    $0 + $576 related
    Nontaxable benefits
    $0 + $2,385 related
    Filer's total
    $0 + $161,984 related

  • Elizabeth R Gallup

    COO

    Total calculated
    $161,651
    From this org
    $0
    From related orgs
    $156,310
    Other
    $5,341
    Hours/week
    5 + 35 related

    Schedule J breakdown matched by us

    Base
    $0 + $76,994 related
    Bonus
    $0 + $74,250 related
    Other
    $0 + $5,066 related
    Deferred
    $0 + $2,285 related
    Nontaxable benefits
    $0 + $3,056 related
    Filer's total
    $0 + $161,651 related

  • Edward L Burr

    CAO

    Total calculated
    $142,598
    From this org
    $0
    From related orgs
    $138,879
    Other
    $3,719
    Hours/week
    5 + 35 related

  • Barry J Jenkins

    CMO

    Total calculated
    $131,606
    From this org
    $0
    From related orgs
    $129,344
    Other
    $2,262
    Hours/week
    5 + 35 related

  • Mac Bowman MD

    CMO

    Total calculated
    $289,376
    From this org
    $285,493
    From related orgs
    $0
    Other
    $3,883
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $260,780
    Bonus
    $21,250
    Other
    $3,463
    Deferred
    $1,292
    Nontaxable benefits
    $2,591
    Filer's total
    $289,376

  • Santosh Varkey

    PHYSICIAN

    Total calculated
    $401,156
    From this org
    $397,586
    From related orgs
    $0
    Other
    $3,570
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $367,229
    Bonus
    $25,000
    Other
    $5,357
    Deferred
    $1,308
    Nontaxable benefits
    $2,262
    Filer's total
    $401,156

  • Houman S Tamaddon

    PHYSICIAN

    Total calculated
    $336,922
    From this org
    $330,934
    From related orgs
    $0
    Other
    $5,988
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $306,136
    Bonus
    $9,375
    Other
    $15,423
    Deferred
    $2,769
    Nontaxable benefits
    $3,219
    Filer's total
    $336,922

  • Gregory M Oetting

    PHYSICIAN

    Total calculated
    $277,883
    From this org
    $270,320
    From related orgs
    $0
    Other
    $7,563
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $248,830
    Bonus
    $0
    Other
    $21,490
    Deferred
    $4,344
    Nontaxable benefits
    $3,219
    Filer's total
    $277,883

  • Timothy Hunter

    PHYSICIAN

    Total calculated
    $151,018
    From this org
    $146,842
    From related orgs
    $0
    Other
    $4,176
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $107,135
    Bonus
    $30,250
    Other
    $9,457
    Deferred
    $2,308
    Nontaxable benefits
    $1,868
    Filer's total
    $151,018

  • Jonathan Tuttle

    PHYSICIAN

    Total calculated
    $121,195
    From this org
    $115,882
    From related orgs
    $0
    Other
    $5,313
    Hours/week
    40

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

  • 1a · Health or social club dues or initiation fees
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4b · Supplemental nonqualified retirement plan
  • 6b · Pay contingent on a related organization's net earnings

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
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 1A
SOCIAL CLUB DUES- THE RELATED ORGANIZATION PAYS MEMBERSHIP FEES FOR THE CEO (JAMES DAVIS) TO SAGE VALLEY AND THE AUGUSTA COUNTRY CLUB. THESE MEMBERSHIP FEES ARE PAID SO THE ORGANIZATION CAN HAVE ACCESS TO THE MEETING FACILITIES AND CATERING SERVICES THESE ORGANIZATIONS PROVIDE FOR MEETINGS THAT ARE HELD OFF CAMPUS. ANY PERSONAL USE, RELATED TO THESE MEMBERSHIPS, IS REIMBURSED BY THE CEO.
PART I, LINE 4B
DAVID BELKOSKI- ROTH IUL- $8,093 ELIZABETH R GALLUP-ROTH IUL- $6,422 DR BARRY JENKINS - ROTH IUL - $4,800, SECT 162 - $1,147 EDWARD BURR- CAA BENEFITS- $7,000 SCOTT ANSEDE- ROTH IUL- $4,219, SECT 162-$795 TAMADDON- ROTH IUL- $5,316, SECT 162- $569 PLEASE NOTE THAT ALL OF THE BENEFITS LISTED ABOVE ARE INCLUDED IN THE TOTALS REPORTED ON FORM 990, SCHEDULE VII AS REPORTABLE COMPENSATION OR OTHER COMPENSATION AND HAVE BEEN INCLUDED IN THE INDIVIDUALS' W-2.
PART I, LINE 6
THE BONUS PLAN FOR MANAGEMENT IS CALCULATED BASED ON STRATEGIC INITIATIVES AS DETERMINED BY THE COMPENSATION COMMITTEE. THESE INITIATIVES ARE GOALS THAT MUST BE ACHIEVED DURING THE YEAR IN ORDER FOR BONUS PAYOUT. FOR 2022 THESE INITIATIVES WERE WEIGHTED AS DISPLAYED IN THE FOLLOWING SCHEDULE: UNIVERSITY HEALTH SERVICES, INC 2022 STRATEGIC INITIATIVES WEIGHT QUALITY 20% ACHIEVE OVERALL RATING OF CARE SCORE (RAW SCORE) 20% MINIMIZE HOSPITAL ACQUIRED CONDITIONS PER 1,000 MEDICARE DISCHARGES GROWTH 20% GROW THE NUMBER OF ED VISITS ON THE MAIN CAMPUS PEOPLE 20% ACHIEVE RN TURNOVER RATE FOR UH IN 2022 AFFORDABILITY 20% ACHIEVE OPERATING MARGIN FOR UNIVERSITY HEALTH, INC 100% EACH GOAL THAT WAS ACHIEVED REPRESENTED THAT PERCENTAGE OF BONUS PAYOUT OUT OF A POSSIBLE 100% BASED ON A THRESHOLD LEVEL, TARGET LEVEL, OR AN EXCEED LEVEL.

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.

  • UNIVERSITY HEALTHCARE PHYSICIANS LLC

    PHYSICIAN OFFICES · GA · income $0 · assets $0

    Directly controlled by UNIVERSITY HEALTH INC

  • UNIVERSITY MEDICAL GROUP LLC

    PHYSICIAN OFFICES · GA · income $2,606,766 · assets $28,197,786

    Directly controlled by UNIVERSITY HEALTH INC THRU UHCP

  • UNIVERSITY CARDIOLOGY ASSOCIATES

    PHYSICIAN OFFICES · GA · income $2,578,222 · assets $6,410,218

    Directly controlled by UNIVERSITY HEALTH INC THRU UHCP

  • MEDICAL ONCOLOGY LLC

    PHYSICIAN OFFICES · GA · income $0 · assets $0

    Directly controlled by UNIVERSITY HEALTH INC THRU UHCP

  • UMG NEUROLOGY LLC

    PHYSICIAN OFFICES · GA · income $148,637 · assets $94,360

    Directly controlled by UNIVERSITY HEALTH INC THRU UHCP

  • UMG VASCULAR LLC

    PHYSICIAN OFFICES · GA · income $459,784 · assets $265,715

    Directly controlled by UNIVERSITY HEALTH INC THRU UHCP

  • UNIVERSITY CRITICAL CARE MEDICINE LLC

    PHYSICIAN OFFICES · GA · income $659,099 · assets $118,347

    Directly controlled by UNIVERSITY HEALTH INC THRU UHCP

  • UMG HOSPITALIST LLC

    PHYSICIAN OFFICES · GA · income $3,376,156 · assets $571,122

    Directly controlled by UNIVERSITY HEALTH INC THRU UHCP

  • UMG INFECTIOUS DISEASE

    PHYSICIAN OFFICES · GA · income $226,594 · assets $47,708

    Directly controlled by UNIVERSITY HEALTH INC THRU UHCP

  • UMG CARDIOTHORACIC SURGERY LLC

    PHYSICIAN OFFICES · GA · income $245,825 · assets $115,027

    Directly controlled by UNIVERSITY HEALTH INC THRU UHCP

  • UNIVERSITY PRIMARY CARE AIKEN LLC (1)

    PHYSICIAN OFFICES · GA · income $0 · assets $0

    Directly controlled by UNIVERSITY HEALTH INC THRU UHCP

  • UMG ENDOCRINOLOGY LLC

    PHYSICIAN OFFICES · GA · income $168,442 · assets $82,908

    Directly controlled by UNIVERSITY HEALTH INC THRU UHCP

  • UMG GASTROENTEROLOY LLC

    PHYSICIAN OFFICES · GA · income $45,086 · assets $18,243

    Directly controlled by UNIVERSITY HEALTH INC THRU UHCP

  • UMG NEUROSURGERY LLC

    PHYSICIAN OFFICES · GA · income $1,124,488 · assets $624,618

    Directly controlled by UNIVERSITY HEALTH INC THRU UHCP

  • UMG GENERAL SURGERY LLC

    PHYSICIAN OFFICES · GA · income $746,371 · assets $335,272

    Directly controlled by UNIVERSITY HEALTH INC THRU UHCP

  • UMG PROMPT CARE LLC

    PHYSICIAN OFFICES · GA · income $1,413,097 · assets $278,660

    Directly controlled by UNIVERSITY HEALTH INC THRU UHCP

  • UMG PRIMARY CARE SOUTH CAROLINA LLC

    PHYSICIAN OFFICES · GA · income $724,853 · assets $262,284

    Directly controlled by UNIVERSITY HEALTH INC THRU UHCP

  • UMG PROMPT CARE SOUTH CAROLINA LLC

    PHYSICIAN OFFICES · GA · income $1,071,751 · assets $402,338

    Directly controlled by UNIVERSITY HEALTH INC THRU UHCP

  • UMG RHEUMATOLOGY LLC

    PHYSICIAN OFFICES · GA · income $0 · assets $0

    Directly controlled by UNIVERSITY HEALTH INC THRU UHCP

  • UMG CONGESTIVE HEART FAILURE LLC

    PHYSICIAN OFFICES · GA · income $375,550 · assets $121,794

    Directly controlled by UNIVERSITY HEALTH INC THRU UHCP

  • UMG PALLATIVE CARE LLC

    PHYSICIAN OFFICES · GA · income $2,622 · assets $0

    Directly controlled by UNIVERSITY HEALTH INC THRU UHCP

Related corporations and trusts

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

  • UNIVERSITY HEALTH RESOURCES INC

    C · PHYSICIAN SUPPORT SERVICES · GA · 100% owned · share of income $2,193,097 · share of assets $12,443,982

    Directly controlled by UNIVERSITY HEALTH INC

  • UNIVERSITY HOSPITAL AIKEN INC

    C · HOSPITAL · SC · 100% owned

    Directly controlled by UNIVERSITY HEALTH INC

Assets distributed on this return

Schedule N, as filed: what the organization did with its assets when it liquidated or dissolved, or disposed of more than a quarter of them, and who received them. A recipient with an EIN is usually a successor organization; filers also list expenses such as legal fees here.

Provenance

Return type
form_990
Tax year
2022
Filed
15 May 2023
IRS schema version
2022v5.0
Source object
202331359349305263

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