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Nonprofiteer
← UCSF HEALTH MEDICAL FOUNDATION

Form 990 for tax year 2023

Filed by UCSF HEALTH MEDICAL FOUNDATION.

Totals

Total revenue
$46,667,694
Total expenses
$46,667,694
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$46,667,694
Investment income
$0
Other revenue
$0
Total assets, end of year
$18,396,696
Total liabilities, end of year
$18,396,696
Net assets or fund balances, end of year
$0
Program services expenses (Part IX)
$40,982,960
Management and general expenses
$5,684,734
Fundraising expenses
$0
Program service expenses (Part III)
$40,982,960

Program services were 87.8% 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 REVENUE

    total $24,006,405 · related or exempt $24,006,405

  • 2b · Program service revenue: PHYSICIAN SERVICE REV

    total $22,661,289 · related or exempt $22,661,289

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $830,958 · management and general $830,958

  • 7 · Other salaries and wages

    total $11,942,506 · program services $10,689,217 · management and general $1,253,289

  • 9 · Other employee benefits

    total $5,111,141 · program services $4,616,512 · management and general $494,629

  • 11b · Fees: legal

    total $67,004 · management and general $67,004

  • 11c · Fees: accounting

    total $76,495 · management and general $76,495

  • 11g · Fees: other

    total $19,704,622 · program services $19,543,155 · management and general $161,467

  • 12 · Advertising and promotion

    total $13,993 · program services $5,366 · management and general $8,627

  • 13 · Office expenses

    total $102,436 · program services $76,672 · management and general $25,764

  • 16 · Occupancy

    total $450,612 · program services $399,366 · management and general $51,246

  • 17 · Travel

    total $99,920 · program services $99,920

  • 20 · Interest

    total $323,841 · management and general $323,841

  • 22 · Depreciation, depletion and amortization

    total $3,635,089 · program services $1,356,185 · management and general $2,278,904

  • 23 · Insurance

    total $51,490 · program services $51,490

  • 24a · Other expenses: PHARMACEUTICALS

    total $2,554,038 · program services $2,554,038

  • 24b · Other expenses: SUPPLIES

    total $1,017,025 · program services $941,005 · management and general $76,020

  • 24c · Other expenses: MISCELLANEOUS EXPENSES

    total $632,180 · program services $605,031 · management and general $27,149

  • 24d · Other expenses: RECRUITING

    total $34,537 · program services $27,261 · management and general $7,276

  • 24e · All other expenses

    total $19,807 · program services $17,742 · management and general $2,065

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $3,958,903 · end of year $6,400,343

  • 4 · Accounts receivable

    beginning of year $2,652,196 · end of year $2,816,256

  • 9 · Prepaid expenses and deferred charges

    beginning of year $317,722 · end of year $305,164

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

    $23,528,903

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

    $14,799,549

  • 10c · Land, buildings and equipment, net

    beginning of year $11,979,627 · end of year $8,729,354

  • 15 · Other assets

    beginning of year $145,579 · end of year $145,579

  • 17 · Accounts payable and accrued expenses

    beginning of year $6,274,079 · end of year $7,342,679

  • 25 · Other liabilities

    beginning of year $12,779,948 · end of year $11,054,017

Mission and programs · 2023

Mission

SEE SCHEDULE OTHE MISSION OF UCSF HEALTH MEDICAL FOUNDATION 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 UCSF HEALTH MEDICAL FOUNDATION 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, 2024, BCMG EMPLOYED 43 PHYSICIANS WHO SPLIT TIME BETWEEN BCH-OAK CLINICS AND COMMUNITY-BASED OFFICES.

    Expenses $40,982,960 · Revenue $46,667,694

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • MITCHELL NEYHART

    CHIEF EXECUTIVE OFFICER (THRU 11/23)

    Total calculated
    $570,676
    From this org
    $502,206
    From related orgs
    $0
    Other
    $68,470
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $502,206
    Bonus
    $0
    Other
    $0
    Deferred
    $33,000
    Nontaxable benefits
    $35,470
    Filer's total
    $570,676

  • JOSHUA ADLER MD

    CHAIRMAN

    Total calculated
    $978,806
    From this org
    $0
    From related orgs
    $920,550
    Other
    $58,256
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $828,956 related
    Bonus
    $0 + $87,466 related
    Other
    $0 + $4,128 related
    Deferred
    $0 + $42,400 related
    Nontaxable benefits
    $0 + $15,856 related
    Filer's total
    $0 + $978,806 related

  • SAM PEJHAM

    SECRETARY (AS OF 10/23)

    Total calculated
    $0
    Hours/week
    1 + 39 related

  • RAJU IYER

    TREASURER (THRU 11/23)

    Total calculated
    $1,113,741
    From this org
    $0
    From related orgs
    $1,068,007
    Other
    $45,734
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $945,628 related
    Bonus
    $0 + $118,251 related
    Other
    $0 + $4,128 related
    Deferred
    $0 + $26,400 related
    Nontaxable benefits
    $0 + $19,334 related
    Filer's total
    $0 + $1,113,741 related

  • SABINA ALI

    DIRECTOR

    Total calculated
    $338,838
    From this org
    $0
    From related orgs
    $294,971
    Other
    $43,867
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $291,531 related
    Bonus
    $0 + $3,030 related
    Other
    $0 + $410 related
    Deferred
    $0 + $17,071 related
    Nontaxable benefits
    $0 + $26,796 related
    Filer's total
    $0 + $338,838 related

  • MATTHEW COOK

    DIRECTOR (THRU 09/23)

    Total calculated
    $1,133,373
    From this org
    $0
    From related orgs
    $1,088,246
    Other
    $45,127
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $954,374 related
    Bonus
    $0 + $133,872 related
    Other
    $0
    Deferred
    $0 + $26,400 related
    Nontaxable benefits
    $0 + $18,727 related
    Filer's total
    $0 + $1,133,373 related

  • MARY NORTON

    DIRECTOR

    Total calculated
    $629,860
    From this org
    $0
    From related orgs
    $554,824
    Other
    $75,036
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $426,128 related
    Bonus
    $0 + $125,770 related
    Other
    $0 + $2,926 related
    Deferred
    $0 + $53,003 related
    Nontaxable benefits
    $0 + $22,033 related
    Filer's total
    $0 + $629,860 related

  • STEVE WILSON MD

    DIRECTOR

    Total calculated
    $674,379
    From this org
    $0
    From related orgs
    $608,626
    Other
    $65,753
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $553,476 related
    Bonus
    $0 + $55,150 related
    Other
    $0
    Deferred
    $0 + $46,419 related
    Nontaxable benefits
    $0 + $19,334 related
    Filer's total
    $0 + $674,379 related

  • JOAN ZOLTANSKI

    DIRECTOR (AS OF 10/23)

    Total calculated
    $785,948
    From this org
    $0
    From related orgs
    $734,183
    Other
    $51,765
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $683,790 related
    Bonus
    $0 + $50,393 related
    Other
    $0
    Deferred
    $0 + $29,109 related
    Nontaxable benefits
    $0 + $22,656 related
    Filer's total
    $0 + $785,948 related

  • LEANNE PASHKOV

    CHIEF OPERATING OFFICER/INTERIM CEO

    Total calculated
    $399,071
    From this org
    $336,185
    From related orgs
    $0
    Other
    $62,886
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $336,185
    Bonus
    $0
    Other
    $0
    Deferred
    $33,000
    Nontaxable benefits
    $29,886
    Filer's total
    $399,071

  • AMANDA BERGLUND

    FINANCE DIRECTOR (THRU 09/23)

    Total calculated
    $487,392
    From this org
    $450,508
    From related orgs
    $0
    Other
    $36,884
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $450,508
    Bonus
    $0
    Other
    $0
    Deferred
    $24,279
    Nontaxable benefits
    $12,605
    Filer's total
    $487,392

  • MARY FAULKNER

    PRACTICE DIRECTOR

    Total calculated
    $260,776
    From this org
    $223,318
    From related orgs
    $0
    Other
    $37,458
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $223,318
    Bonus
    $0
    Other
    $0
    Deferred
    $22,672
    Nontaxable benefits
    $14,786
    Filer's total
    $260,776

  • KATIA MOUSSA

    PRACTICE DIRECTOR

    Total calculated
    $268,275
    From this org
    $213,765
    From related orgs
    $0
    Other
    $54,510
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $213,765
    Bonus
    $0
    Other
    $0
    Deferred
    $21,670
    Nontaxable benefits
    $32,840
    Filer's total
    $268,275

  • LUAL LUALHATI

    SR ACCOUNTING MANAGER

    Total calculated
    $263,620
    From this org
    $216,891
    From related orgs
    $0
    Other
    $46,729
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $216,891
    Bonus
    $0
    Other
    $0
    Deferred
    $21,908
    Nontaxable benefits
    $24,821
    Filer's total
    $263,620

  • JI LEE

    FINANCE MANAGER

    Total calculated
    $245,681
    From this org
    $189,478
    From related orgs
    $0
    Other
    $56,203
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $189,478
    Bonus
    $0
    Other
    $0
    Deferred
    $19,351
    Nontaxable benefits
    $36,852
    Filer's total
    $245,681

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.

Provenance

Return type
form_990
Tax year
2023
Filed
20 March 2025
IRS schema version
2023v6.0
Source object
202530839349301193

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