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Nonprofiteer
← UVPC SPECIALISTS INC

Form 990 for tax year 2023

Filed by UVPC SPECIALISTS INC.

Totals

Total revenue
$18,449,637
Total expenses
$29,375,090
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$18,374,253
Investment income
$0
Other revenue
$75,384
Total assets, end of year
$4,685,952
Total liabilities, end of year
$3,706,088
Net assets or fund balances, end of year
$979,864
Program services expenses (Part IX)
$29,375,090
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$29,375,090

Program services were 100.0% 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: NET PATIENT SERVICES REVENUE

    total $18,374,253 · related or exempt $18,374,253

  • 6a · Gross rents

    real property $83,083

  • 6b · Less rental expenses

    real property $39,932

  • 6c · Rental income or loss

    real property $43,151

  • 6d · Net rental income or loss

    total $43,151 · excluded $43,151

  • 11a · Other revenue: MISCELLANEOUS

    total $32,233 · related or exempt $32,233

  • 11e · Other revenue, total

    $32,233

Functional expenses

Part IX, the statement of functional expenses.

  • 7 · Other salaries and wages

    total $16,328,331 · program services $16,328,331

  • 8 · Pension plan contributions

    total $462,614 · program services $462,614

  • 9 · Other employee benefits

    total $1,350,558 · program services $1,350,558

  • 10 · Payroll taxes

    total $913,969 · program services $913,969

  • 11g · Fees: other

    total $6,362,423 · program services $6,362,423

  • 12 · Advertising and promotion

    total $259 · program services $259

  • 13 · Office expenses

    total $159,159 · program services $159,159

  • 14 · Information technology

    total $9,260 · program services $9,260

  • 16 · Occupancy

    total $1,749,082 · program services $1,749,082

  • 17 · Travel

    total $20,216 · program services $20,216

  • 20 · Interest

    total $1 · program services $1

  • 22 · Depreciation, depletion and amortization

    total $288,867 · program services $288,867

  • 23 · Insurance

    total $217,211 · program services $217,211

  • 24a · Other expenses: OPERATING SUPPLIES

    total $1,449,195 · program services $1,449,195

  • 24b · Other expenses: REPAIRS AND MAINTENANCE

    total $43,784 · program services $43,784

  • 24c · Other expenses: MINOR EQUIPMENT

    total $9,407 · program services $9,407

  • 24d · Other expenses: DUES AND SUBSCRIPTIONS

    total $8,375 · program services $8,375

  • 24e · All other expenses

    total $2,379 · program services $2,379

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,375 · end of year $1,475

  • 2 · Savings and temporary cash investments

    beginning of year $79,897 · end of year $127,017

  • 4 · Accounts receivable

    beginning of year $2,077,780 · end of year $2,895,023

  • 9 · Prepaid expenses and deferred charges

    beginning of year $385,404 · end of year $296,250

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

    $3,572,882

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

    $2,534,868

  • 10c · Land, buildings and equipment, net

    beginning of year $1,176,819 · end of year $1,038,014

  • 15 · Other assets

    beginning of year $407,523 · end of year $328,173

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,880,079 · end of year $3,386,049

  • 23 · Secured mortgages and notes payable

    beginning of year $197,040 · end of year $320,008

  • 25 · Other liabilities

    beginning of year $0 · end of year $31

  • 27 · Net assets without donor restrictions

    beginning of year $2,051,679 · end of year $979,864

Mission and programs · 2023

Mission

WE CARE. WE TEACH. WE INNOVATE. WE SERVE.

Activities or mission (Part I)

SEE PART III, LINE 1

  • THE PRIMARY EXEMPT PURPOSE OF UVPC SPECIALISTS, INC. IS TO PROVIDE SPECIALTY HEALTH CARE TO INDIVIDUALS IN THE COMMUNITY SERVED BY UPPER VALLEY MEDICAL CENTER, A RELATED TAX-EXEMPT HOSPITAL. AS A PART OF THE UVMC HEALTH SYSTEM, UVPC SPECIALISTS, INC. IS COMMITTED TO PRESERVING LONG-TERM ACCESS TO QUALITY HEALTH CARE SERVICES FOR MIAMI COUNTY AND THE SURROUNDING AREA. THIS ORGANIZATION WAS FORMED IN 2005 TO ASSURE ACCESS TO APPROPRIATE CARE AT AN ACCEPTABLE COST FOR PATIENTS IN A MANAGED CARE ENVIRONMENT.SEE SCHEDULE O FOR MORE INFORMATION

    Expenses $29,375,090 · Revenue $18,406,486

As filed on the 2023 return.

Listed in Part VII

  • Geoffrey P Walker

    PREMIER HEALTH HOLDING SECRETARY

    Total calculated
    $990,663
    From this org
    $0
    From related orgs
    $940,274
    Other
    $50,389
    Hours/week
    0.5 + 39.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $490,418 related
    Bonus
    $0 + $88,423 related
    Other
    $0 + $361,433 related
    Deferred
    $0 + $19,285 related
    Nontaxable benefits
    $0 + $31,104 related
    Filer's total
    $0 + $990,663 related

  • Craig Ganger

    TRUSTEE

    Total calculated
    $881,942
    From this org
    $0
    From related orgs
    $773,191
    Other
    $108,751
    Hours/week
    0.5 + 39.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $618,222 related
    Bonus
    $0 + $132,868 related
    Other
    $0 + $22,101 related
    Deferred
    $0 + $77,138 related
    Nontaxable benefits
    $0 + $31,613 related
    Filer's total
    $0 + $881,942 related

  • J Michael Sims

    PREMIER HEALTH HOLDING PRESIDENT

    Total calculated
    $714,006
    From this org
    $0
    From related orgs
    $659,279
    Other
    $54,727
    Hours/week
    0.5 + 39.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $370,642 related
    Bonus
    $0 + $66,308 related
    Other
    $0 + $222,329 related
    Deferred
    $0 + $22,390 related
    Nontaxable benefits
    $0 + $32,337 related
    Filer's total
    $0 + $714,006 related

  • Kristina M Kean

    PREMIER HEALTH HOLDING TREASURER

    Total calculated
    $395,615
    From this org
    $0
    From related orgs
    $356,766
    Other
    $38,849
    Hours/week
    0.5 + 39.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $308,482 related
    Bonus
    $0 + $47,317 related
    Other
    $0 + $967 related
    Deferred
    $0 + $25,941 related
    Nontaxable benefits
    $0 + $12,908 related
    Filer's total
    $0 + $395,615 related

  • Sameep P Kadakia MD

    PHYSICIAN: SPECIALTY

    Total calculated
    $1,011,660
    From this org
    $968,652
    From related orgs
    $0
    Other
    $43,008
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $596,200
    Bonus
    $300,134
    Other
    $72,318
    Deferred
    $10,455
    Nontaxable benefits
    $32,553
    Filer's total
    $1,011,660

  • Norah A Foster

    PHYSICIAN: SPECIALTY

    Total calculated
    $905,117
    From this org
    $883,136
    From related orgs
    $0
    Other
    $21,981
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $850,665
    Bonus
    $8,000
    Other
    $24,471
    Deferred
    $10,127
    Nontaxable benefits
    $11,854
    Filer's total
    $905,117

  • Stewart I Adam III MD Facs

    PHYSICIAN: SPECIALTY

    Total calculated
    $802,463
    From this org
    $757,229
    From related orgs
    $0
    Other
    $45,234
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $598,995
    Bonus
    $80,175
    Other
    $78,059
    Deferred
    $12,077
    Nontaxable benefits
    $33,157
    Filer's total
    $802,463

  • Kenneth L Reed Do

    PHYSICIAN: SPECIALTY

    Total calculated
    $708,812
    From this org
    $671,009
    From related orgs
    $0
    Other
    $37,803
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $572,090
    Bonus
    $74,449
    Other
    $24,470
    Deferred
    $10,765
    Nontaxable benefits
    $27,038
    Filer's total
    $708,812

  • Thomas R Zink

    PHYSICIAN: SPECIALTY

    Total calculated
    $705,173
    From this org
    $692,240
    From related orgs
    $0
    Other
    $12,933
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $494,377
    Bonus
    $150,471
    Other
    $47,392
    Deferred
    $9,918
    Nontaxable benefits
    $3,015
    Filer's total
    $705,173

  • Kevin W Harlan

    FORMER TRUSTEE & OFFICER

    Total calculated
    $649,856
    From this org
    $0
    From related orgs
    $607,513
    Other
    $42,343
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $500,254 related
    Bonus
    $0 + $77,008 related
    Other
    $0 + $30,251 related
    Deferred
    $0 + $30,980 related
    Nontaxable benefits
    $0 + $11,363 related
    Filer's total
    $0 + $649,856 related

  • Benjamin A Watson Esq

    FORMER OFFICER

    Total calculated
    $181,408
    From this org
    $0
    From related orgs
    $166,904
    Other
    $14,504
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $145,490 related
    Bonus
    $0 + $21,105 related
    Other
    $0 + $309 related
    Deferred
    $0 + $6,147 related
    Nontaxable benefits
    $0 + $8,357 related
    Filer's total
    $0 + $181,408 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, 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

  • 4b · Supplemental nonqualified retirement plan

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
  • 6b · Pay contingent on a related 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 3
COMPENSATION FOR UVPCS'S CEO IS REVIEWED AND APPROVED BY PREMIER, WITH WHICH UVPCS IS AN AFFILIATE. SEE EXPLANATION ON SCHEDULE O FOR FORM 990, PART VI, SECTION B, LINE 15.
PART I, LINE 4B
DUE TO RESTRICTIONS IMPOSED BY THE INTERNAL REVENUE CODE, CERTAIN PERSONS ARE LIMITED IN THE AMOUNT OF BENEFIT THAT CAN BE EARNED UNDER A QUALIFIED RETIREMENT PLAN. LIKE MANY EMPLOYERS, UVPC SPECIALISTS, INC. (UVPCS) AND ITS AFFILIATED ORGANIZATIONS COMPENSATE FOR THIS LIMITATION AND SUPPLEMENT THE AFFECTED EXECUTIVES' QUALIFIED PENSION THROUGH CERTAIN NONQUALIFIED PLANS. UVPCS SUPPLEMENTS THE AFFECTED EXECUTIVES THROUGH A PENSION RESTORATION PLAN AND A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP). THE BENEFITS UNDER THESE SUPPLEMENTAL NONQUALIFIED PLANS ARE SUBJECT TO MULTIYEAR VESTING AND A PARTICIPANT CAN FORFEIT BENEFITS EARNED IF VESTING REQUIREMENTS ARE NOT SATISFIED. UNDER THE TERMS OF THE SUPPLEMENTAL PLANS, AND BECAUSE OF TAX RULES PERTAINING TO TAXATION OF THE EARNED BENEFITS UPON VESTING, CERTAIN INDIVIDUALS RECEIVED A PAYOUT OF THE CUMULATIVE VESTED BENEFITS UNDER THEIR SUPPLEMENTAL PLAN DURING 2023. THE INDIVIDUALS LISTED BELOW HAVE MET THE MULTIYEAR VESTING REQUIREMENT UNDER THE PENSION RESTORATION PLAN AND RECEIVED THE ASSOCIATED PAYMENT IN 2023: GEOFFREY WALKER $353,909; J. MICHAEL SIMS $193,261. THE FOLLOWING SERP AMOUNTS WERE DEFERRED ON THE PARTICIPANTS' BEHALF DURING THE YEAR AND WILL BE HELD UNTIL THE INCREMENTAL AMOUNTS ARE VESTED: KEVIN HARLAN $19,935; KRISTINA KEAN $10,176; CRAIG GANGER $64,594. BASED ON THE GUIDANCE PROVIDED IN THE INSTRUCTIONS TO THE FORM 990, ANY PAYMENTS TO THE PARTICIPANTS RELATED TO THESE PLANS THAT WERE MADE WITHIN 21/2 MONTHS AFTER THE END OF THE ORGANIZATION'S TAX YEAR ARE NOT TREATED AS DEFERRED COMPENSATION FOR PURPOSES OF SCHEDULE J. SUCH AMOUNTS ARE PROPERLY REPORTED AS COMPENSATION FOR FORM 990 PURPOSES WHEN INCLUDED IN THE PARTICIPANTS' FORM W2 WAGES.

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.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • SWEITZER STREET LLC

    EXCLUDED · REAL ESTATE · OH

    Directly controlled by MVHE INC

  • SWEITZER MOB LLC

    EXCLUDED · REAL ESTATE · OH

    Directly controlled by MVHE INC

Related corporations and trusts

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

  • MVHE INC

    C · PHYSICIAN SVCS · OH

    Directly controlled by PREMIER HEALTH HOLDING

  • PREMIER HEALTH SPECIALISTS

    C · PHYSICIAN SVCS · OH

    Directly controlled by PREMIER HEALTH HOLDING

  • SAMARITAN FAMILY CARE

    C · PHYSICIAN SVCS · OH

    Directly controlled by PREMIER HEALTH HOLDING

  • AFTER HOURS FAMILY CARE

    C · HEALTH CARE · OH

    Directly controlled by UPPER VALLEY PROFESSIONAL CORP

  • UVMC MANAGEMENT CORP

    C · MANAGEMENT COMPANY · OH

    Directly controlled by PREMIER HEALTH

  • PREMIER HEALTH URGENT CARE INC

    C · URGENT CARE · OH

    Directly controlled by PREMIER HEALTH HOLDING

  • PREMIER HEALTH INT'L INSURANCE

    C · INSURANCE · BD

    Directly controlled by PREMIER HEALTH

  • PREMIER HEALTH PLAN INC

    C · HEALTH INSURANCE · OH

    Directly controlled by PREMIER HEALTH INSURING CO

  • GOOD SAMARITAN HOSPITAL

    C · HOSPITAL · OH

    Directly controlled by PREMIER HEALTH

  • PREMIER HEALTH ACO OF OHIO

    C · MEDICARE ACO · OH

    Directly controlled by PREMIER HEALTH

  • PREMIER HEALTH HOLDING CORP

    C · HOLDING CO · OH

    Directly controlled by PREMIER HEALTH

  • PREMIER HEALTH INSURING CO

    C · HEALTH INSURANCE · OH

    Directly controlled by PREMIER HEALTH

Provenance

Return type
form_990
Tax year
2023
Filed
14 November 2024
IRS schema version
2023v5.1
Source object
202403199349303130

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