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Nonprofiteer
← UNION ASSOCIATED PHYSICIANS CLINIC LLC

Form 990 for tax year 2022

Filed by UNION ASSOCIATED PHYSICIANS CLINIC LLC.

Totals

Total revenue
$77,839,041
Total expenses
$123,131,197
Contributions and grants received
$1,320,023
Grants paid
$395
Program services expenses (Part IX)
$106,385,877
Management and general expenses
$16,745,320
Fundraising expenses
$0
Program service expenses (Part III)
$106,385,877

Program services were 86.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • DON SCOTT

    CHAIR

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • ROBERT COONS

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • SARA SMITH

    SECRETARY

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • LUKE TERRY

    TREASURER

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • DAN DEBARD

    PAST CHAIR

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • JOHN AIDOO

    MEMBER

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • MOLLY CALLAHAN

    MEMBER

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • KATHLEEN COUTINHO MD

    MEMBER

    Total calculated
    $569,710
    From this org
    $0
    From related orgs
    $533,268
    Other
    $36,442
    Hours/week
    2 + 42 related

    Schedule J breakdown matched by us

    Base
    $0 + $388,013 related
    Bonus
    $0 + $145,255 related
    Other
    $0
    Deferred
    $0 + $15,476 related
    Nontaxable benefits
    $0 + $20,966 related
    Filer's total
    $0 + $569,710 related

  • MARY DOTI

    MEMBER

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • JOHN ETLING

    MEMBER

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • TIM SULLIVAN

    MEMBER

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • MELLEKATE VISHWAS MD

    MEMBER TERM ENDED

    Total calculated
    $591,189
    From this org
    $0
    From related orgs
    $559,724
    Other
    $31,465
    Hours/week
    2 + 42 related

    Schedule J breakdown matched by us

    Base
    $0 + $265,524 related
    Bonus
    $0 + $294,200 related
    Other
    $0
    Deferred
    $0 + $12,517 related
    Nontaxable benefits
    $0 + $18,948 related
    Filer's total
    $0 + $591,189 related

  • STEVEN HOLMAN

    PRESIDENT & CEO

    Total calculated
    $1,766,623
    From this org
    $0
    From related orgs
    $1,729,549
    Other
    $37,074
    Hours/week
    20 + 20 related

    Schedule J breakdown matched by us

    Base
    $0 + $995,168 related
    Bonus
    $0 + $499,719 related
    Other
    $0 + $234,662 related
    Deferred
    $0 + $14,529 related
    Nontaxable benefits
    $0 + $22,545 related
    Filer's total
    $0 + $1,766,623 related

  • MATTHEW NEALON

    ASST TREASURER/SR VP FINANCE/CFO

    Total calculated
    $743,481
    From this org
    $0
    From related orgs
    $704,384
    Other
    $39,097
    Hours/week
    7 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $475,770 related
    Bonus
    $0 + $174,638 related
    Other
    $0 + $53,976 related
    Deferred
    $0 + $13,650 related
    Nontaxable benefits
    $0 + $25,447 related
    Filer's total
    $0 + $743,481 related

  • JAMES SCHRADER

    VP PHYSICIAN SERVICES

    Total calculated
    $522,949
    From this org
    $484,739
    From related orgs
    $0
    Other
    $38,210
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $333,851
    Bonus
    $99,000
    Other
    $51,888
    Deferred
    $12,563
    Nontaxable benefits
    $25,647
    Filer's total
    $522,949

  • JOHN GILBREATH

    SR. DIRECTOR

    Total calculated
    $312,150
    From this org
    $293,938
    From related orgs
    $0
    Other
    $18,212
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $225,547
    Bonus
    $44,771
    Other
    $23,620
    Deferred
    $9,456
    Nontaxable benefits
    $8,756
    Filer's total
    $312,150

  • MICHELE JOHNSON

    NON-VOTING ASST. SECRETARY

    Total calculated
    $146,041
    From this org
    $0
    From related orgs
    $116,232
    Other
    $29,809
    Hours/week
    2 + 42 related

  • GIRISH KUNAPAREDDY

    PHYSICIAN

    Total calculated
    $2,670,027
    From this org
    $2,631,224
    From related orgs
    $0
    Other
    $38,803
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $1,470,357
    Bonus
    $1,160,867
    Other
    $0
    Deferred
    $12,608
    Nontaxable benefits
    $26,195
    Filer's total
    $2,670,027

  • STEVEN FERN

    PHYSICIAN

    Total calculated
    $1,666,491
    From this org
    $1,633,671
    From related orgs
    $0
    Other
    $32,820
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $642,268
    Bonus
    $991,403
    Other
    $0
    Deferred
    $7,425
    Nontaxable benefits
    $25,395
    Filer's total
    $1,666,491

  • SURESH KUNAPAREDDY

    PHYSICIAN

    Total calculated
    $1,395,512
    From this org
    $1,357,449
    From related orgs
    $0
    Other
    $38,063
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $934,697
    Bonus
    $422,752
    Other
    $0
    Deferred
    $15,600
    Nontaxable benefits
    $22,463
    Filer's total
    $1,395,512

  • SHANTI PATEL

    PHYSICIAN

    Total calculated
    $1,308,271
    From this org
    $1,270,818
    From related orgs
    $0
    Other
    $37,453
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $614,596
    Bonus
    $656,222
    Other
    $0
    Deferred
    $15,600
    Nontaxable benefits
    $21,853
    Filer's total
    $1,308,271

  • KRISHNA NAMBURI MD

    PHYSICIAN

    Total calculated
    $1,263,375
    From this org
    $1,225,605
    From related orgs
    $0
    Other
    $37,770
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $1,154,991
    Bonus
    $70,614
    Other
    $0
    Deferred
    $15,600
    Nontaxable benefits
    $22,170
    Filer's total
    $1,263,375

  • AMY HOCK

    FORMER ASST. SECRETARY

    Total calculated
    $515,638
    From this org
    $0
    From related orgs
    $484,691
    Other
    $30,947
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $354,481 related
    Bonus
    $0 + $97,500 related
    Other
    $0 + $32,710 related
    Deferred
    $0 + $5,300 related
    Nontaxable benefits
    $0 + $25,647 related
    Filer's total
    $0 + $515,638 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

  • 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
  • 7 · Other non-fixed payments

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
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 3
THE COMPENSATION FOR THE ORGANIZATION'S CEO IS DETERMINED BY A RELATED ORGANIZATION (UNION HOSPITAL, INC.). UNION HOSPITAL, INC. USES THE FOLLOWING METHODS TO DETERMINE THE CEO'S COMPENSATION: -COMPENSATION COMMITTEE -INDEPENDENT COMPENSATION COMMITTEE -APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE
PART I, LINE 7
THE ORGANIZATION PROVIDES NON-FIXED PAYMENTS TO SEVERAL INDIVIDUALS LISTED ON FORM 990, PART VII, SECTION A, LINE 1A. THESE NON-FIXED PAYMENTS ARE BASED ON THE ORGANIZATION'S ABILITY TO PAY AND ARE NOT CONSTRUED AS A CONTRACT BETWEEN UNION AND ITS EXECUTIVES. THE EXECUTIVE BONUS PLAN IS A MIXTURE OF OBJECTIVES, STANDARDS AND SUBJECTIVE STANDARDS THAT BOTH THE POLICY AND THE IMPLEMENTATION OF THE POLICY BY THE PERSONNEL COMMITTEE AND THE BOARD OF DIRECTORS APPROVES AND AWARDS DEPENDING ON UNION'S ABILITY TO PAY. THERE IS NO AUTOMATIC RIGHT TO A BONUS OR A SPECIFIC BONUS AMOUNT EVEN IF ALL CRITERIA ARE MET. THE PERFORMANCE MEASURE PLAN IS LINKED TO THE UNION STRATEGIC AND FISCAL-YEAR BUSINESS PLANNING PROCESS. THE PLAN IS INTENDED TO FOCUS PARTICIPANTS' ATTENTION ON MISSION-CRITICAL GOALS AND KEY STRATEGIC PRIORITIES. THE PLAN IS ALSO INTENDED TO ENHANCE THE PERFORMANCE OF UNION EXECUTIVES AND THE ORGANIZATION. PRIOR TO THE START OF THE FISCAL YEAR AND AS PART OF THE BUSINESS PLANNING PROCESS, THE UNION PRESIDENT AND CEO WILL FINALIZE A LIST OF GOALS, WEIGHTS AND MEASURES TO BE USED TO ASSESS PERFORMANCE DURING THE FISCAL YEAR. THE LIST IS PRESENTED TO AND DISCUSSED WITH THE COMMITTEE. THE COMMITTEE REVIEWS AND APPROVES THE BONUS PLAN GOALS, WEIGHTS, AND MEASURES. ORGANIZATION GOALS WILL BE ASSIGNED TO EACH PARTICIPANT HOSPITAL-WIDE. IN ADDITION TO HOSPITAL-WIDE GOALS INDIVIDUAL AND/OR FUNCTIONAL/DEPARTMENT GOALS MAY OR MAY NOT BE INCLUDED. AFTER THE CONCLUSION OF EACH FISCAL YEAR, THE PRESIDENT AND CEO WILL PREPARE AN ANNUAL BONUS PLAN REPORT FOR THE COMMITTEE. THE REPORT CONTAINS: AN APPRAISAL OF UNION AND HOSPITAL/OPERATING UNIT PERFORMANCE DURING THE RECENTLY-COMPLETED FISCAL YEAR; AND THE PRESIDENT AND CEO'S RECOMMENDED PAYOUT FOR EACH PLAN PARTICIPANT. THE BONUS RECOMMENDATIONS FOR ALL SR. MANAGEMENT ARE RECEIVED AND REVIEWED FIRST BY THE PERSONNEL COMMITTEE WHO THEN MAKE DECISIONS AND SUBMITS TO THE BOARD TO VOTE. THE COMMITTEE WILL DETERMINE AND SUBMIT THE PAYOUT FOR THE PRESIDENT AND CEO TO THE BOARD OF DIRECTORS WHO, ABSENT THE PRESIDENT AND CEO, WILL VOTE ON APPROVAL. AWARD DETERMINATIONS ARE CALCULATED AS PERCENTAGES OF PARTICIPANT'S SALARIES PAID FOR TIME WORKED DURING THE FISCAL YEAR. PAYOUT FOR THE PRESIDENT IS 0% TO 30%; CFO AND COO ARE 0% TO 25%; AND OTHER EXECUTIVES ARE 0% TO 20%. THE EXECUTIVE BONUS PLAN PAYOUTS ARE TO BE PAID WHEN DETERMINED BY THE PERSONNEL COMMITTEE, SUBJECT TO THE APPROVAL OF THE BOARD OF DIRECTORS.

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
15 November 2023
IRS schema version
2022v5.0
Source object
202343199349310819

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

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