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← UNIVERSITY PHYSICIAN ASSOCIATES OF NEW JERSEY INC

Form 990 for tax year 2022

Filed by UNIVERSITY PHYSICIAN ASSOCIATES OF NEW JERSEY INC.

Totals

Total revenue
$28,586,544
Total expenses
$28,586,544
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$28,586,544
Investment income
$0
Other revenue
$0
Total assets, end of year
$103,007,621
Total liabilities, end of year
$104,003,325
Net assets or fund balances, end of year
-$995,704
Program services expenses (Part IX)
$25,727,890
Management and general expenses
$2,858,654
Fundraising expenses
$0
Program service expenses (Part III)
$25,727,890

Program services were 90.0% 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: PROGRAM RELATED REVENUE

    total $28,586,544 · related or exempt $28,586,544 · unrelated business $0

  • 3 · Investment income

    total $0

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0

  • 5 · Royalties

    total $0

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 6d · Net rental income or loss

    total $0

  • 7d · Net gain or loss

    total $0

  • 8a · Fundraising events: gross income

    $0

  • 8b · Fundraising events: direct expenses

    $0

  • 8c · Net income from fundraising events

    total $0

  • 9a · Gaming: gross income

    $0

  • 9b · Gaming: direct expenses

    $0

  • 9c · Net income from gaming

    total $0

  • 10a · Gross sales of inventory

    $0

  • 10b · Cost of goods sold

    $0

  • 10c · Net income from sales of inventory

    total $0

  • 11e · Other revenue, total

    $0

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $0

  • 2 · Grants to domestic individuals

    total $0

  • 3 · Grants to foreign organizations and individuals

    total $0

  • 4 · Benefits paid to or for members

    total $0

  • 5 · Compensation of officers, directors and key employees

    total $0

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $0

  • 8 · Pension plan contributions

    total $0

  • 9 · Other employee benefits

    total $0

  • 10 · Payroll taxes

    total $0

  • 11a · Fees: management

    total $0

  • 11b · Fees: legal

    total $7,654 · program services $6,889 · management and general $765

  • 11c · Fees: accounting

    total $140,512 · program services $126,461 · management and general $14,051

  • 11d · Fees: lobbying

    total $0

  • 11e · Fees: professional fundraising services

    total $0

  • 11f · Fees: investment management

    total $0

  • 11g · Fees: other

    total $11,228,447 · program services $10,105,602 · management and general $1,122,845

  • 12 · Advertising and promotion

    total $0

  • 13 · Office expenses

    total $698,934 · program services $629,041 · management and general $69,893

  • 14 · Information technology

    total $1,029,480 · program services $926,532 · management and general $102,948

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $100,391 · program services $90,352 · management and general $10,039

  • 17 · Travel

    total $0

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $2,131 · program services $1,918 · management and general $213

  • 20 · Interest

    total $0

  • 21 · Payments to affiliates

    total $0

  • 22 · Depreciation, depletion and amortization

    total $0

  • 23 · Insurance

    total $0

  • 24a · Other expenses: ALLOC. OF PERSONNEL COSTS

    total $13,776,965 · program services $12,399,269 · management and general $1,377,696 · fundraising $0

  • 24b · Other expenses: OTHER EXPENSES

    total $1,602,030 · program services $1,441,826 · management and general $160,204 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $0 · end of year $0

  • 2 · Savings and temporary cash investments

    beginning of year $17,369,847 · end of year $2,504,430

  • 3 · Pledges and grants receivable

    beginning of year $0 · end of year $0

  • 4 · Accounts receivable

    beginning of year $0 · end of year $0

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 7 · Other notes and loans receivable

    beginning of year $0 · end of year $0

  • 8 · Inventories for sale or use

    beginning of year $0 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $3,915 · end of year $55,456

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

    $5,673,020

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

    $5,673,020

  • 11 · Investments: publicly traded securities

    beginning of year $0 · end of year $0

  • 12 · Investments: other securities

    beginning of year $0 · end of year $0

  • 13 · Investments: program-related

    beginning of year $2,869,532 · end of year $2,869,532

  • 14 · Intangible assets

    beginning of year $0 · end of year $0

  • 15 · Other assets

    beginning of year $61,065,922 · end of year $97,578,203

  • 17 · Accounts payable and accrued expenses

    beginning of year $70,276,943 · end of year $1,621,719

  • 18 · Grants payable

    beginning of year $0 · end of year $0

  • 19 · Deferred revenue

    beginning of year $0 · end of year $0

  • 20 · Tax-exempt bond liabilities

    beginning of year $0 · end of year $0

  • 21 · Escrow or custodial account liability

    beginning of year $0 · end of year $0

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $0 · end of year $116,665

  • 24 · Unsecured notes and loans payable

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $12,027,977 · end of year $102,264,941

  • 27 · Net assets without donor restrictions

    beginning of year -$995,704 · end of year -$995,704

  • 28 · Net assets with donor restrictions

    beginning of year $0 · end of year $0

Mission and programs · 2022

Mission

TO PROMOTE THE INTERESTS OF RWJ BARNABAS HEALTH, INC., BARNABAS HEALTH, INC. AND RUTGERS, THE STATE UNIVERSITY AND NEW JERSEY MEDICAL SCHOOL, ALL IN THEIR CHARITABLE AND BENEVOLENT ACTIVITIES IN THE FIELDS OF HEALTH MANAGEMENT, HEALTHCARE DELIVERY, HEALTH EDUCATION AND TRAINING, SCIENTIFIC RESEARCH, AND IN OTHER RELATED FIELDS TO ALL INDIVIDUALS IN A NON-DISCRIMINATORY MANNER REGARDLESS OF RACE, COLOR, CREED, SEX, NATIONAL ORIGIN OR ABILITY TO PAY.

Activities or mission (Part I)

promotes the interests of rwj barnabas health, inc., barnabas health, inc. and rutgers, the state university & nj medical school in their charitable & benevolent activities.

  • Expenses incurred in promoting the interests of RWJ Barnabas Health, Inc., Barnabas Health, Inc. and Rutgers, the State University and New Jersey Medical School, all in their charitable and benevolent activities in the fields of health management, healthcare delivery, health education and training, scientific research, and in other related fields to all individuals in a non-discriminatory manner regardless of race, color, creed, sex, national origin or ability to pay.

    Expenses $25,727,890 · Revenue $28,586,544

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

Listed in Part VII

  • JOHN W DOLL CPA

    TRUSTEE

    Total calculated
    $4,930,339
    From this org
    $0
    From related orgs
    $4,009,762
    Other
    $920,577
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $0 + $2,074,934 related
    Bonus
    $0 + $1,350,000 related
    Other
    $0 + $584,828 related
    Deferred
    $0 + $879,312 related
    Nontaxable benefits
    $0 + $41,265 related
    Filer's total
    $0 + $4,930,339 related

  • RURIC C ANDERSON MD

    CHAIRMAN - TRUSTEE

    Total calculated
    $1,792,634
    From this org
    $0
    From related orgs
    $1,392,853
    Other
    $399,781
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $0 + $1,012,728 related
    Bonus
    $0 + $350,000 related
    Other
    $0 + $30,125 related
    Deferred
    $0 + $352,977 related
    Nontaxable benefits
    $0 + $46,804 related
    Filer's total
    $0 + $1,792,634 related

  • TIPTON H FORD

    SEC. - TRUSTEE (TERMED 2/18)

    Total calculated
    $1,548,768
    From this org
    $0
    From related orgs
    $1,511,890
    Other
    $36,878
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $0 + $181,870 related
    Bonus
    $0
    Other
    $0 + $1,330,020 related
    Deferred
    $0 + $14,711 related
    Nontaxable benefits
    $0 + $22,167 related
    Filer's total
    $0 + $1,548,768 related

  • DOUGLAS A ZEHNER

    TREASURER - TRUSTEE

    Total calculated
    $1,074,344
    From this org
    $0
    From related orgs
    $905,566
    Other
    $168,778
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $0 + $568,556 related
    Bonus
    $0 + $171,000 related
    Other
    $0 + $166,010 related
    Deferred
    $0 + $129,375 related
    Nontaxable benefits
    $0 + $39,403 related
    Filer's total
    $0 + $1,074,344 related

  • DAVID HAIER

    CEO

    Total calculated
    $516,987
    From this org
    $0
    From related orgs
    $470,790
    Other
    $46,197
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $0 + $466,787 related
    Bonus
    $0
    Other
    $0 + $4,003 related
    Deferred
    $0 + $19,146 related
    Nontaxable benefits
    $0 + $27,051 related
    Filer's total
    $0 + $516,987 related

  • JOANNE C GORDON

    CCO

    Total calculated
    $243,809
    From this org
    $0
    From related orgs
    $232,925
    Other
    $10,884
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $0 + $207,167 related
    Bonus
    $0
    Other
    $0 + $25,758 related
    Deferred
    $0 + $8,321 related
    Nontaxable benefits
    $0 + $2,563 related
    Filer's total
    $0 + $243,809 related

  • MATHEW JACOB

    DIRECTOR OF ACCOUNTING

    Total calculated
    $185,842
    From this org
    $0
    From related orgs
    $147,664
    Other
    $38,178
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $0 + $145,625 related
    Bonus
    $0
    Other
    $0 + $2,039 related
    Deferred
    $0 + $8,866 related
    Nontaxable benefits
    $0 + $29,312 related
    Filer's total
    $0 + $185,842 related

  • JEAN ANDERSON ELOY MD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • LARRY P FROHMAN MD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • JUSTIN SAMBOL MD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

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 committee
  • 3 · Independent compensation consultant
  • 3 · Form 990 of other organizations
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 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; QUESTION 4A
The following individual received severance during calendar year 2022 which was included in his 2022 Form W-2, Box 5, as taxable Medicare wages: Tipton H. Ford, $1,041,989.
SCHEDULE J, PART I; QUESTION 4B
THE AMOUNT REFLECTED IN COLUMN B(III) FOR THE FOLLOWING INDIVIDUALS INCLUDES CURRENT YEAR VESTINGS IN AN INTERNAL REVENUE CODE SECTION 457(F) PLAN (NON-QUALIFIED DEFERRED COMPENSATION PLAN) AS THE AMOUNT WAS NO LONGER SUBJECT TO A SUBSTANTIAL RISK OF COMPLETE FORFEITURE. THE AMOUNTS OUTLINED HEREIN WERE INCLUDED IN EACH INDIVIDUAL'S 2022 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES: JOHN W. DOLL, CPA, $578,625; TIPTON H. FORD, $285,118 AND DOUGLAS A. ZEHNER, $140,019. THE DEFERRED COMPENSATION AMOUNT IN COLUMN C FOR THE FOLLOWING INDIVIDUALS INCLUDES UNVESTED BENEFITS IN AN INTERNAL REVENUE CODE SECTION 457(F) PLAN (NON-QUALIFIED DEFERRED COMPENSATION PLAN) WHICH ARE SUBJECT TO A SUBSTANTIAL RISK OF COMPLETE FORFEITURE. ACCORDINGLY, THE INDIVIDUALS MAY NEVER ACTUALLY RECEIVE THIS UNVESTED BENEFIT AMOUNT. THE AMOUNTS OUTLINED HEREIN WERE NOT INCLUDED IN EACH INDIVIDUAL'S 2022 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES: JOHN W. DOLL, CPA, $862,500; RURIC C. ANDERSON, M.D., $348,958; TIPTON H. FORD, $11,875 AND DOUGLAS A. ZEHNER, $115,650.
SCHEDULE J, PART I; QUESTION 7 AND CORE FORM, PART VII
CERTAIN INDIVIDUALS INCLUDED IN SCHEDULE J, PART II RECEIVED A BONUS DURING CALENDAR YEAR 2022 WHICH AMOUNTS WERE INCLUDED IN COLUMN B(II) HEREIN AND IN EACH INDIVIDUAL'S 2022 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES. PLEASE REFER TO THIS SECTION OF THE FORM 990, SCHEDULE J FOR THIS INFORMATION BY PERSON BY AMOUNT.
SCHEDULE J, PART II, COLUMN F
The amounts reported in schedule j, part ii, column (f) include amounts reported on prior years' forms 990 in schedule j, part ii, either in column (b)(iii) as Form W-2, Box 5, taxable Medicare wages or in column (c) as non-taxable unvested deferred compensation that is now being reported again on this year's form 990.

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.

  • UPA-NP LLC

    SUPPORT · NJ · income $0 · assets $0

    Directly controlled by UPA

  • UPA-AB LLC

    SUPPORT · NJ · income $0 · assets $0

    Directly controlled by UPA

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.

  • CPIC

    Foreign Corp. · FINANCIAL VEHICLE · BD

    Directly controlled by NA

Provenance

Return type
form_990
Tax year
2022
Filed
14 November 2023
IRS schema version
2022v5.0
Source object
202333189349318728

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