Form 990 for tax year 2022
Filed by UCSF HEALTH MEDICAL FOUNDATION.
Totals
- Total revenue
- $45,299,084
- Total expenses
- $45,299,084
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $45,299,084
- Investment income
- $0
- Other revenue
- $0
- Total assets, end of year
- $19,054,027
- Total liabilities, end of year
- $19,054,027
- Net assets or fund balances, end of year
- $0
- Program services expenses (Part IX)
- $39,004,017
- Management and general expenses
- $6,295,067
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $39,004,017
Program services were 86.1% 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 SERVICE REV
total $24,698,639 · related or exempt $24,698,639
-
2b · Program service revenue: NET PATIENT REVENUE
total $20,600,445 · related or exempt $20,600,445
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $940,806 · management and general $940,806
-
7 · Other salaries and wages
total $12,129,159 · program services $10,742,521 · management and general $1,386,638
-
9 · Other employee benefits
total $5,541,761 · program services $4,699,230 · management and general $842,531
-
11b · Fees: legal
total $85,211 · program services $54,358 · management and general $30,853
-
11c · Fees: accounting
total $79,832 · management and general $79,832
-
11g · Fees: other
total $18,398,468 · program services $18,038,261 · management and general $360,207
-
12 · Advertising and promotion
total $9,016 · program services $8,216 · management and general $800
-
13 · Office expenses
total $130,041 · program services $86,046 · management and general $43,995
-
16 · Occupancy
total $412,617 · program services $379,372 · management and general $33,245
-
17 · Travel
total $90,391 · program services $90,391
-
20 · Interest
total $341,540 · management and general $341,540
-
22 · Depreciation, depletion and amortization
total $3,565,734 · program services $1,424,920 · management and general $2,140,814
-
23 · Insurance
total $21,139 · program services $21,139
-
24a · Other expenses: PHARMACEUTICALS
total $1,727,709 · program services $1,727,709
-
24b · Other expenses: SUPPLIES
total $1,182,413 · program services $1,098,157 · management and general $84,256
-
24c · Other expenses: MISCELLANEOUS EXPENSES
total $496,450 · program services $490,591 · management and general $5,859
-
24d · Other expenses: ALL OTHER EXPENSES
total $106,565 · program services $103,571 · management and general $2,994
-
24e · All other expenses
total $40,232 · program services $39,535 · management and general $697
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $3,772,319 · end of year $3,958,903
-
4 · Accounts receivable
beginning of year $1,383,009 · end of year $2,652,196
-
9 · Prepaid expenses and deferred charges
beginning of year $355,656 · end of year $317,722
-
10a · Land, buildings and equipment: cost or other basis
$24,281,868
-
10b · Land, buildings and equipment: accumulated depreciation
$12,302,241
-
10c · Land, buildings and equipment, net
beginning of year $11,625,158 · end of year $11,979,627
-
15 · Other assets
beginning of year $124,291 · end of year $145,579
-
17 · Accounts payable and accrued expenses
beginning of year $5,550,090 · end of year $6,274,079
-
25 · Other liabilities
beginning of year $11,710,343 · end of year $12,779,948
Mission and programs · 2022
Mission
SEE SCHEDULE OTHE MISSION OF BAY CHILDREN'S PHYSICIANS IS THREEFOLD: 1) TO ESTABLISH, OPERATE AND MAINTAIN MEDICAL CLINICS FOR THE PROVISION OF HEALTHCARE SERVICES IN CALIFORNIA; 2) TO PROMOTE HEALTH BY PROVIDING, COORDINATING, INTEGRATING AND FACILITATING HEALTH CARE, MEDICAL AND WELLNESS SERVICES FOR CHILDREN AND FAMILIES; AND 3) TO CONDUCT, SPONSOR AND SUPPORT MEDICAL RESEARCH, MEDICAL EDUCATION AND HEALTH EDUCATION.
Activities or mission (Part I)
THE MISSION OF BAY CHILDREN'S PHYSICIANS IS THREEFOLD: TO ESTABLISH, OPERATE AND MAINTAIN MEDICAL CLINICS FOR THE PROVISION OF HEALTHCARE SERVICES IN CALIFORNIA; TO PROMOTE HEALTH BY PROVIDING, COORDINATING, INTEGRATING AND FACILITATING HEALTH CARE, MEDICAL AND WELLNESS SERVICES FOR CHILDREN AND FAMILIES; TO CONDUCT, SPONSOR AND SUPPORT MEDICAL RESEARCH, MEDICAL EDUCATION AND HEALTH EDUCATION.
-
THE FOUNDATION IS A PEDIATRIC AND WOMEN'S MULTI-SPECIALTY PHYSICIAN FOUNDATION WITH A PRIMARY GOAL OF FOSTERING PHYSICIAN COLLABORATION TO DELIVER ADVANCED PEDIATRIC AND WOMEN'S HEALTH CARE. THE SPECIFIC AND PRIMARY PURPOSES OF THE FOUNDATION ARE TO PERFORM AND CARRY OUT CHARITABLE HEALTH FUNCTIONS AND PURPOSES BY CONDUCTING THE FOLLOWING ACTIVITIES: (1) ESTABLISHING, OPERATING AND MAINTAINING MEDICAL CLINICS FOR THE PROVISION OF HEALTHCARE SERVICES IN CALIFORNIA, PURSUANT TO THE PROVISION OF SECTION 1206(1) OF THE CALIFORNIA HEALTH AND SAFETY CODE; (2) PROMOTING HEALTH BY PROVIDING, COORDINATING, INTEGRATING, AND FACILITATING HEALTHCARE, MEDICAL AND WELLNESS SERVICES FOR WOMEN AND CHILDREN; (3) CONDUCTING, SPONSORING AND SUPPORTING MEDICAL RESEARCH, MEDICAL EDUCATION, AND HEALTH EDUCATION; AND (4) ENGAGING IN ANY OTHER ACTIVITIES PERMITTED FOR A CORPORATION ORGANIZED UNDER THE NONPROFIT PUBLIC BENEFIT CORPORATION LAW.BEGINNING IN JANUARY 2015, THE FOUNDATION ESTABLISHED A PROFESSIONAL SERVICE AGREEMENT WITH BAY CHILDREN'S MEDICAL GROUP (BCMG). DURING THE YEAR ENDED JUNE 30, 2023, BCMG EMPLOYED 45 PHYSICIANS WHO SPLIT TIME BETWEEN BCH-OAK CLINICS AND COMMUNITY-BASED OFFICES.
Expenses $39,004,017 · Revenue $45,299,084
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Matthew CookMATTHEW COOK
DIRECTOR
- Total calculated
- $1,278,277
- From this org
- $0
- From related orgs
- $1,230,404
- Other
- $47,873
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $1,032,065 related
- Bonus
- $0 + $196,131 related
- Other
- $0 + $2,208 related
- Deferred
- $0 + $24,400 related
- Nontaxable benefits
- $0 + $23,473 related
- Filer's total
- $0 + $1,278,277 related
-
Raju IyerRAJU IYER
TREASURER
- Total calculated
- $1,025,321
- From this org
- $0
- From related orgs
- $998,120
- Other
- $27,201
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $834,611 related
- Bonus
- $0 + $159,381 related
- Other
- $0 + $4,128 related
- Deferred
- $0 + $24,400 related
- Nontaxable benefits
- $0 + $2,801 related
- Filer's total
- $0 + $1,025,321 related
-
Joshua Adler MDJOSHUA ADLER MD
CHAIRMAN
- Total calculated
- $919,239
- From this org
- $0
- From related orgs
- $858,097
- Other
- $61,142
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $729,190 related
- Bonus
- $0 + $124,779 related
- Other
- $0 + $4,128 related
- Deferred
- $0 + $36,996 related
- Nontaxable benefits
- $0 + $24,146 related
- Filer's total
- $0 + $919,239 related
-
Amy MurthaAMY MURTHA
DIRECTOR (THRU 07/22)
- Total calculated
- $705,147
- From this org
- $0
- From related orgs
- $647,748
- Other
- $57,399
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $576,882 related
- Bonus
- $0 + $70,417 related
- Other
- $0 + $449 related
- Deferred
- $0 + $34,241 related
- Nontaxable benefits
- $0 + $23,158 related
- Filer's total
- $0 + $705,147 related
-
Mary NortonMARY NORTON
DIRECTOR (THRU 12/22)
- Total calculated
- $649,111
- From this org
- $0
- From related orgs
- $575,546
- Other
- $73,565
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $419,947 related
- Bonus
- $0 + $153,477 related
- Other
- $0 + $2,122 related
- Deferred
- $0 + $52,823 related
- Nontaxable benefits
- $0 + $20,742 related
- Filer's total
- $0 + $649,111 related
-
Steve Wilson MDSTEVE WILSON MD
DIRECTOR
- Total calculated
- $643,876
- From this org
- $0
- From related orgs
- $579,969
- Other
- $63,907
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $493,836 related
- Bonus
- $0 + $86,133 related
- Other
- $0
- Deferred
- $0 + $40,564 related
- Nontaxable benefits
- $0 + $23,343 related
- Filer's total
- $0 + $643,876 related
-
Mitchell NeyhartMITCHELL NEYHART
CHIEF EXECUTIVE OFFICER
- Total calculated
- $557,992
- From this org
- $488,798
- From related orgs
- $0
- Other
- $69,194
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $488,798
- Bonus
- $0
- Other
- $0
- Deferred
- $30,500
- Nontaxable benefits
- $38,694
- Filer's total
- $557,992
-
Sabina AliSABINA ALI
DIRECTOR
- Total calculated
- $303,354
- From this org
- $0
- From related orgs
- $264,319
- Other
- $39,035
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $258,251 related
- Bonus
- $0 + $5,769 related
- Other
- $0 + $299 related
- Deferred
- $0 + $14,685 related
- Nontaxable benefits
- $0 + $24,350 related
- Filer's total
- $0 + $303,354 related
-
Sam PejhamSAM PEJHAM
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 39 related
-
Leanne PashkovLEANNE PASHKOV
CHIEF OPERATING OFFICER
- Total calculated
- $354,262
- From this org
- $295,105
- From related orgs
- $0
- Other
- $59,157
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $295,105
- Bonus
- $0
- Other
- $0
- Deferred
- $27,471
- Nontaxable benefits
- $31,686
- Filer's total
- $354,262
-
Amanda BerglundAMANDA BERGLUND
FINANCE DIRECTOR
- Total calculated
- $379,081
- From this org
- $331,941
- From related orgs
- $0
- Other
- $47,140
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $331,941
- Bonus
- $0
- Other
- $0
- Deferred
- $30,334
- Nontaxable benefits
- $16,806
- Filer's total
- $379,081
-
Katia MoussaKATIA MOUSSA
PRACTICE DIRECTOR
- Total calculated
- $249,098
- From this org
- $192,632
- From related orgs
- $0
- Other
- $56,466
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $192,632
- Bonus
- $0
- Other
- $0
- Deferred
- $19,567
- Nontaxable benefits
- $36,899
- Filer's total
- $249,098
-
Mary FaulknerMARY FAULKNER
PRACTICE DIRECTOR
- Total calculated
- $238,389
- From this org
- $201,068
- From related orgs
- $0
- Other
- $37,321
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $201,068
- Bonus
- $0
- Other
- $0
- Deferred
- $20,515
- Nontaxable benefits
- $16,806
- Filer's total
- $238,389
-
Lual LualhatiLUAL LUALHATI
SR ACCOUNTING MANAGER
- Total calculated
- $226,079
- From this org
- $182,761
- From related orgs
- $0
- Other
- $43,318
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $182,761
- Bonus
- $0
- Other
- $0
- Deferred
- $18,497
- Nontaxable benefits
- $24,821
- Filer's total
- $226,079
-
Denise JimenezDENISE JIMENEZ
HUMAN RESOURCES DIRECTOR
- Total calculated
- $222,619
- From this org
- $171,774
- From related orgs
- $0
- Other
- $50,845
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $171,774
- Bonus
- $0
- Other
- $0
- Deferred
- $16,139
- Nontaxable benefits
- $34,706
- Filer's total
- $222,619
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 survey or study
- 3 · Approval by the board or compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 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
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.
-
UCSF BENIOFF CHILDREN'S HOSPITAL OAKLAND
501(C)(3) · HEALTHCARE · CA
-
UCSF BENIOFF CHILDREN HOSPITAL FOUNDATION
501(C)(3) · CHARITABLE FOUNDATION · CA
Directly controlled by UCSF BENIOFF CHILDREN'S HOSPITAL OAKLAND
-
CHILDREN'S HOSPITAL OAKLAND FAMILY HOUSE
501(C)(3) · TEMPORARY LODGING FOR PATIENT FAMILIES · CA
Directly controlled by UCSF BENIOFF CHILDREN'S HOSPITAL OAKLAND
-
THE REGENTS OF THE UNIVERSITY OF CALIFORNIA
501(C)(3) · PUBLIC EDUCATIONAL INSTITUTION · CA
-
FOUNDATION FOR CHILDREN'S CARE DBA FAMILY LEGACY FUND
501(C)(3) · SUPPORT CHARITABLE ACTIVITIES OF CHILDREN'S FOUNDATION · CA
Directly controlled by UCSF BENIOFF CHILDREN HOSPITAL FOUNDATION
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 8 May 2024
- IRS schema version
- 2022v5.0
- Source object
- 202411349349308291
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