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← UVA COMMUNITY HEALTH INC

Form 990 for tax year 2022

Filed by UVA COMMUNITY HEALTH INC.

What the amendment changed

Compared with the return it replaced , filed 12 May 2023. matched by us Only the Part I totals and the names listed in Part VII are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.

Total revenue
$9,272,604 changed to $3,746,239
Total expenses
$35,917,311 changed to $45,045,592
Program service revenue
$9,272,604 changed to $3,699,511
Investment income
$0 changed to $46,728
Total assets, end of year
$312,588 changed to $15,431,550
Total liabilities, end of year
$195,122,981 changed to $308,486,100
Net assets or fund balances, end of year
-$194,810,393 changed to -$293,054,550
Program services expenses
$34,271,996 changed to $45,045,592
Management and general expenses
$1,645,315 changed to $0
Program service expenses (Part III)
$34,271,996 changed to $45,045,592

Listed only on the later return

  • DONNA STATON
  • DOUGLAS MARKERT
  • KIMBERLY B CONQUEST
  • MICHELLE STRIDER
  • SARA WHITE
  • ZAN ZAIDI

Listed under a different title

  • CHARLES CODER: CFO then CH SYSTEM CFO & TREASURER
  • CHRISTOPHER R HEATON: TRUSTEE then TRUSTEE (PWHS EMPLOYEE)
  • DOUGLAS M LISCHKE: TRUSTEE then TRUSTEE (UVA EMPLOYEE)
  • ERIK SHANNON: INT. CEO then CH SYSTEM CEO / PRESIDENT
  • JASON C LINEEN: TRUSTEE then TRUSTEE (UVA EMPLOYEE)
  • KENNETH CRAIG KENT MD: CHAIR then CHAIR (UVA EMPLOYEE)
  • MARY FRANCES SOUTHERLAND: TRUSTEE then INTERIM SEC. (UVA EMPLOYEE)

Totals

Total revenue
$3,746,239
Total expenses
$45,045,592
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$3,699,511
Investment income
$46,728
Other revenue
$0
Total assets, end of year
$15,431,550
Total liabilities, end of year
$308,486,100
Net assets or fund balances, end of year
-$293,054,550
Program services expenses (Part IX)
$45,045,592
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$45,045,592

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: INTERCOMPANY ALLOC.

    total $2,890,835 · related or exempt $2,890,835

  • 2b · Program service revenue: VALUE BASED PERF. REV.

    total $808,676 · related or exempt $808,676

  • 3 · Investment income

    total $46,728 · excluded $46,728

Functional expenses

Part IX, the statement of functional expenses.

  • 7 · Other salaries and wages

    total $1,192,064 · program services $1,192,064

  • 8 · Pension plan contributions

    total $38,291 · program services $38,291

  • 9 · Other employee benefits

    total $242,489 · program services $242,489

  • 10 · Payroll taxes

    total $70,775 · program services $70,775

  • 11b · Fees: legal

    total $1,102,781 · program services $1,102,781

  • 11c · Fees: accounting

    total $519,750 · program services $519,750

  • 11g · Fees: other

    total $39,627,064 · program services $39,627,064

  • 13 · Office expenses

    total $128,363 · program services $128,363

  • 16 · Occupancy

    total $62,039 · program services $62,039

  • 17 · Travel

    total $2,407 · program services $2,407

  • 19 · Conferences, conventions and meetings

    total $7,304 · program services $7,304

  • 20 · Interest

    total $465 · program services $465

  • 23 · Insurance

    total $2,010,240 · program services $2,010,240

  • 24e · All other expenses

    total $41,560 · program services $41,560

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $0 · end of year $15,431,550

  • 9 · Prepaid expenses and deferred charges

    beginning of year $182,032 · 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 $81,588 · end of year $0

  • 15 · Other assets

    beginning of year $48,968 · end of year $0

  • 17 · Accounts payable and accrued expenses

    beginning of year $5,867,355 · end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $165,240,000 · end of year $165,240,000

  • 25 · Other liabilities

    beginning of year $24,015,626 · end of year $143,246,100

  • 29 · Capital stock, trust principal or current funds

    beginning of year $0 · end of year $0

  • 30 · Paid-in or capital surplus, or land, building or equipment fund

    beginning of year $0 · end of year $0

  • 31 · Retained earnings, endowment or other funds

    beginning of year -$194,810,393 · end of year -$293,054,550

Mission and programs · 2022

Mission

SEE SCHEDULE O

  • UVA COMMUNITY HEALTH INC. SUPPORTS UVA HEALTH SYSTEM'S VIRGINIA OPERATIONS, WHICH INCLUDE UVA CULPEPER MEDICAL CENTER, UVA PRINCE WILLIAM MEDICAL CENTER INCLUDING UVA HAYMARKET MEDICAL CENTER, UVA CATON MERCHANT HOUSE ASSISTED LIVING, AND UVA PRINCE WILLIAM HEALTH SYSTEM, WHOSE OPERATIONS INCLUDE UVA CANCER CENTER GAINESVILLE, UVA OUTPATIENT IMAGING CENTERVILLE, AND THE UVA COMMUNITY HEALTH PHYSICIAN CLINICS.

    Expenses $45,045,592 · Revenue $3,699,511

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

Listed in Part VII

  • KENNETH CRAIG KENT MD

    CHAIR (UVA EMPLOYEE)

    Total calculated
    $1,566,146
    From this org
    $0
    From related orgs
    $1,318,071
    Other
    $248,075
    Hours/week
    0.2 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,061,932 related
    Bonus
    $0 + $210,000 related
    Other
    $0 + $46,139 related
    Deferred
    $0 + $223,474 related
    Nontaxable benefits
    $0 + $24,601 related
    Filer's total
    $0 + $1,566,146 related

  • CHRISTOPHER R HEATON

    TRUSTEE (PWHS EMPLOYEE)

    Total calculated
    $467,293
    From this org
    $0
    From related orgs
    $413,954
    Other
    $53,339
    Hours/week
    0.4 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $291,419 related
    Bonus
    $0 + $17,500 related
    Other
    $0 + $105,035 related
    Deferred
    $0 + $15,492 related
    Nontaxable benefits
    $0 + $37,847 related
    Filer's total
    $0 + $467,293 related

  • DOUGLAS M LISCHKE

    TRUSTEE (UVA EMPLOYEE)

    Total calculated
    $749,963
    From this org
    $0
    From related orgs
    $633,453
    Other
    $116,510
    Hours/week
    0.2 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $501,506 related
    Bonus
    $0 + $91,667 related
    Other
    $0 + $40,280 related
    Deferred
    $0 + $76,637 related
    Nontaxable benefits
    $0 + $39,873 related
    Filer's total
    $0 + $749,963 related

  • MARY FRANCES SOUTHERLAND

    INTERIM SEC. (UVA EMPLOYEE)

    Total calculated
    $486,896
    From this org
    $0
    From related orgs
    $449,489
    Other
    $37,407
    Hours/week
    0.2 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $357,425 related
    Bonus
    $0 + $64,000 related
    Other
    $0 + $28,064 related
    Deferred
    $0 + $20,451 related
    Nontaxable benefits
    $0 + $16,956 related
    Filer's total
    $0 + $486,896 related

  • JASON C LINEEN

    TRUSTEE (UVA EMPLOYEE)

    Total calculated
    $639,193
    From this org
    $0
    From related orgs
    $575,108
    Other
    $64,085
    Hours/week
    0.2 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $481,354 related
    Bonus
    $0 + $93,000 related
    Other
    $0 + $754 related
    Deferred
    $0 + $24,850 related
    Nontaxable benefits
    $0 + $39,235 related
    Filer's total
    $0 + $639,193 related

  • STEVEN M DANZIGER

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    0.2 + 1 related

  • CHARLES BARRELL

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.2 + 0.8 related

  • CHARLES CODER

    CH SYSTEM CFO & TREASURER

    Total calculated
    $663,500
    From this org
    $0
    From related orgs
    $617,644
    Other
    $45,856
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $349,433 related
    Bonus
    $0 + $254,781 related
    Other
    $0 + $13,430 related
    Deferred
    $0 + $17,564 related
    Nontaxable benefits
    $0 + $28,292 related
    Filer's total
    $0 + $663,500 related

  • ERIK SHANNON

    CH SYSTEM CEO / PRESIDENT

    Total calculated
    $925,348
    From this org
    $0
    From related orgs
    $923,136
    Other
    $2,212
    Hours/week
    50 + 0.4 related

    Schedule J breakdown matched by us

    Base
    $0 + $83,542 related
    Bonus
    $0 + $145,000 related
    Other
    $0 + $694,594 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $2,212 related
    Filer's total
    $0 + $925,348 related

  • DONNA STATON

    CH SYSTEM COO

    Total calculated
    $558,116
    From this org
    $0
    From related orgs
    $510,722
    Other
    $47,394
    Hours/week
    25 + 25.4 related

    Schedule J breakdown matched by us

    Base
    $0 + $302,605 related
    Bonus
    $0 + $169,742 related
    Other
    $0 + $38,375 related
    Deferred
    $0 + $15,381 related
    Nontaxable benefits
    $0 + $32,013 related
    Filer's total
    $0 + $558,116 related

  • DOUGLAS MARKERT

    VP, CHIEF CLINICAL OFFICER

    Total calculated
    $650,253
    From this org
    $0
    From related orgs
    $607,809
    Other
    $42,444
    Hours/week
    50 + 0.2 related

    Schedule J breakdown matched by us

    Base
    $0 + $373,353 related
    Bonus
    $0 + $188,886 related
    Other
    $0 + $45,570 related
    Deferred
    $0 + $18,300 related
    Nontaxable benefits
    $0 + $24,144 related
    Filer's total
    $0 + $650,253 related

  • ZAN ZAIDI

    VP, CHIEF MEDICAL OFFICER

    Total calculated
    $623,929
    From this org
    $0
    From related orgs
    $576,491
    Other
    $47,438
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $368,376 related
    Bonus
    $0 + $193,844 related
    Other
    $0 + $14,271 related
    Deferred
    $0 + $18,300 related
    Nontaxable benefits
    $0 + $29,138 related
    Filer's total
    $0 + $623,929 related

  • MICHELLE STRIDER

    VP CHIEF QUALITY OFFICER / CNO

    Total calculated
    $328,382
    From this org
    $0
    From related orgs
    $290,725
    Other
    $37,657
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $202,627 related
    Bonus
    $0 + $69,241 related
    Other
    $0 + $18,857 related
    Deferred
    $0 + $12,634 related
    Nontaxable benefits
    $0 + $25,023 related
    Filer's total
    $0 + $328,382 related

  • SARA WHITE

    SR DIRECTOR OF FINANCE

    Total calculated
    $304,426
    From this org
    $0
    From related orgs
    $269,170
    Other
    $35,256
    Hours/week
    25 + 25 related

    Schedule J breakdown matched by us

    Base
    $0 + $188,059 related
    Bonus
    $0 + $66,375 related
    Other
    $0 + $14,736 related
    Deferred
    $0 + $11,251 related
    Nontaxable benefits
    $0 + $24,005 related
    Filer's total
    $0 + $304,426 related

  • KIMBERLY B CONQUEST

    SR DIRECTOR OF MKTG & COMM

    Total calculated
    $252,590
    From this org
    $0
    From related orgs
    $237,928
    Other
    $14,662
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $207,207 related
    Bonus
    $0 + $30,721 related
    Other
    $0
    Deferred
    $0 + $12,221 related
    Nontaxable benefits
    $0 + $2,441 related
    Filer's total
    $0 + $252,590 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
UVA COMMUNITY HEALTH, INC. IS THE PARENT ENTITY OF A NOT-FOR-PROFIT INTEGRATED SYSTEM OF HOSPITALS, PHYSICIAN CLINICS, OUTPATIENT CENTERS, AND OTHER HEALTHCARE SERVICES PROVIDERS (COLLECTIVELY KNOWN AS "UVA COMMUNITY HEALTH"). UVACH, IN COMBINATION WITH ITS SOLE MEMBER, THE UNIVERSITY OF VIRGINIA MEDICAL CENTER ("THE MEDICAL CENTER"), COMPRISE UVA HEALTH. THE FILING ORGANIZATION IS AN INTEGRAL PART OF UVA COMMUNITY HEALTH AND UVA HEALTH. THE COMPENSATION OF THE UVA COMMUNITY HEALTH CEO IS ESTABLISHED USING A HOLISTIC SET OF COMPENSABLE FACTORS AND VARIABLE PAY OPTIONS INTENDED TO ASSIST WITH THE RECRUITMENT AND RETENTION OF EXCEPTIONAL OR MISSION-CRITICAL EMPLOYEES AND APPROVED BY THE CHIEF EXECUTIVE OFFICER OF UVA HEALTH ON BEHALF OF THE MEDICAL CENTER AND THE RECTOR AND VISITORS OF THE UNIVERSITY OF VIRGINIA.
PART I, LINE 4B SUPPLEMENTAL NONQUALIFIED RETIREMENT PLANS:
THE SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN ("SERP") PAYMENTS MADE IN 2022 ARE THE FINAL PAYMENTS ATTRIBUTABLE TO PARTICIPATION IN THE PLAN OFFERED BY NOVANT HEALTH, INC. PRIOR TO THE UVA MEDICAL CENTER BECOMING THE SOLE MEMBER OF UVA COMMUNITY HEALTH, INC. ("UVACHI") AND THE INTEGRATION OF UVACHI AND ITS SUBSIDIARIES INTO UVA HEALTH. THE PLAN WAS INTENDED TO SUPPORT RETENTION OF KEY EXECUTIVES AND TO OFFER COMPETITIVE TOTAL COMPENSATION. ELIGIBLE EXECUTIVES WERE NOMINATED BY THE CEO AND APPROVED BY THE NOVANT HEALTH COMPENSATION AND LEADERSHIP COMMITTEE ("THE COMMITTEE") FOR PARTICIPATION. ANNUAL CONTRIBUTIONS TO THE PLAN WERE BASED ON A PERCENTAGE OF THE PARTICIPANT'S BASE SALARY AS OF JANUARY 1ST OF THE PREVIOUS PLAN YEAR AND WERE REPORTED IN COLUMN (C) OF SCHEDULE J. PRIOR TO MAKING THE CONTRIBUTIONS, THE COMMITTEE REVIEWED AND APPROVED AMOUNTS AS TO REASONABLENESS, WHEN COMBINED WITH ALL OTHER ANNUAL COMPENSATION. A 3 YEAR CLASS-YEAR VESTING PERIOD WOULD APPLY UP TO AGE 62, WHEN ALL MONEY WOULD BE VESTED AND PAID OUT TO THE PARTICIPANT. FOR THE FINAL PAYMENTS LISTED, VESTING OCCURRED ON JANUARY 1, 2022. - CHRISTOPHER R. HEATON: $10,793 - DOUGLAS MARKERT: $40,570 - ZAN ZAIDI: $11,771 ERIK SHANNON SERVED AS AN INDEPENDENT CONTRACTOR FROM JANUARY THROUGH NOVEMBER BEFORE BEING HIRED AS A FULL TIME EMPLOYEE, THIS PAYMENT IS REFLECTED IN SCHEDULE J, PART II, COLUMN B(III). PART I, LINE 7: NONFIXED PAYMENT DEPENDING ON INDIVIDUAL PERFORMANCE, SOME EMPLOYEES MAY BE ELIGIBLE FOR PERFORMANCE BONUSES IN ADDITION TO THEIR REGULAR COMPENSATION. THE AWARDING OF ANY COMPENSATION BONUS CONSIDERS THE INDIVIDUAL'S GOALS AND THE GOALS OF THE ORGANIZATION AS A WHOLE. ANY POTENTIAL BONUS IS CONSIDERED WHEN EVALUATING AN EMPLOYEE'S TOTAL COMPENSATION FOR REASONABLENESS.

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.

Provenance

Return type
form_990
Tax year
2022
Filed
15 May 2024
IRS schema version
2022v5.0
Source object
202431369349308128

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