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Nonprofiteer
← UPPER PENINSULA HEALTH EDUCATION CORPORATION

Form 990 for tax year 2022

Filed by UPPER PENINSULA HEALTH EDUCATION CORPORATION.

Totals

Total revenue
$4,381,137
Total expenses
$3,532,351
Contributions and grants received
$40,296
Grants paid
$53,190
Program service revenue
$4,332,994
Investment income
$7,847
Other revenue
$0
Total assets, end of year
$2,877,382
Total liabilities, end of year
$314,186
Net assets or fund balances, end of year
$2,563,196
Program services expenses (Part IX)
$3,447,498
Management and general expenses
$84,853
Fundraising expenses
$0
Program service expenses (Part III)
$3,447,498

Program services were 97.6% 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.

  • 1f · All other contributions, gifts and grants

    $40,296

  • 2a · Program service revenue: CONTRACT INCOME-UPHS MQT

    total $3,533,969 · related or exempt $3,533,969

  • 2b · Program service revenue: CONTRACT INCOME-MSU

    total $729,975 · related or exempt $729,975

  • 2c · Program service revenue: SERVICE FEE INCOME

    total $62,165 · related or exempt $62,165

  • 2d · Program service revenue: RESIDENCY ACTIVITY FUND

    total $6,885 · related or exempt $6,885

  • 3 · Investment income

    total $4,485 · excluded $4,485

  • 7a · Gross sales of assets other than inventory

    securities $22,799

  • 7b · Less cost or other basis and sales expenses

    securities $19,437

  • 7c · Gain or loss

    securities $3,362

  • 7d · Net gain or loss

    total $3,362 · related or exempt $3,362

Functional expenses

Part IX, the statement of functional expenses.

  • 2 · Grants to domestic individuals

    total $53,190 · program services $53,190

  • 5 · Compensation of officers, directors and key employees

    total $2,049,536 · program services $2,049,536

  • 7 · Other salaries and wages

    total $537,253 · program services $512,352 · management and general $24,901

  • 8 · Pension plan contributions

    total $80,654 · program services $79,740 · management and general $914

  • 9 · Other employee benefits

    total $242,347 · program services $235,265 · management and general $7,082

  • 11c · Fees: accounting

    total $7,750 · management and general $7,750

  • 13 · Office expenses

    total $23,289 · program services $17,860 · management and general $5,429

  • 14 · Information technology

    total $4,700 · program services $4,700

  • 17 · Travel

    total $45,625 · program services $42,275 · management and general $3,350

  • 22 · Depreciation, depletion and amortization

    total $2,335 · program services $2,335

  • 23 · Insurance

    total $21,073 · management and general $21,073

  • 24a · Other expenses: FACULTY CONTRACTS

    total $134,833 · program services $134,833

  • 24b · Other expenses: CONTRACTED SERVICES

    total $76,150 · program services $76,150

  • 24c · Other expenses: PER DIEM-FACULTY

    total $67,425 · program services $67,425

  • 24d · Other expenses: DIETARY

    total $50,456 · program services $50,456

  • 24e · All other expenses

    total $135,735 · program services $121,381 · management and general $14,354

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,786,133 · end of year $2,510,263

  • 2 · Savings and temporary cash investments

    beginning of year $282,838 · end of year $299,130

  • 4 · Accounts receivable

    beginning of year $44,577 · end of year $835

  • 7 · Other notes and loans receivable

    beginning of year $550 · end of year $550

  • 9 · Prepaid expenses and deferred charges

    beginning of year $46,457 · end of year $55,978

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

    $479,145

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

    $468,519

  • 10c · Land, buildings and equipment, net

    beginning of year $5,761 · end of year $10,626

  • 17 · Accounts payable and accrued expenses

    beginning of year $427,824 · end of year $276,388

  • 19 · Deferred revenue

    beginning of year $40,528 · end of year $37,798

  • 27 · Net assets without donor restrictions

    beginning of year $1,332,730 · end of year $2,224,038

  • 28 · Net assets with donor restrictions

    beginning of year $365,234 · end of year $339,158

Mission and programs · 2022

Mission

THE MSU CHM UPPER PENINSULA EDUCATION CORPORATION IS A COLLABORATIVE MEDICAL EDUCATION CORPORATION FUNDED BY THE MICHIGAN STATE UNIVERSITY COLLEGE OF HUMAN MEDICINE AND UP HEALTH SYSTEM MARQUETTE, DEDICATED TO THE MEDICAL EDUCATION OF THEIR MEDICAL STUDENTS AND RESIDENTS, AND THE FACILITATION OF MEDICAL EDUCATION FOR VISITNG LEARNERS AT UP HEALTH SYSTEM MARQUETTE. WE RECRUIT WELL-QUALIFIED CANDIDATES AND EDUCATE THEM TO BECOME COMPETENT AND COMPASSIONATE PHYSICIANS, SKILLED TO CARE FOR THE CITIZENS OF THE UPPER PENINSULA OF MICHIGAN.

  • UP HEALTH SYSTEM - MARQUETTE (POSTDOCTORAL EDUCATION) - TO PROVIDE SERVICES TO UP HEALTH SYSTEM - MARQUETTE FOR ADMINISTRATION OF THE MARQUETTE FAMILY MEDICINE RESIDENCY PROGRAM SPECIALIZING IN RURAL FAMILY MEDICINE.

    Expenses $2,729,135 · Grants $33,190 · Revenue $3,571,936

  • MICHIGAN STATE UNIVERSITY (PREDOCTORAL EDUCATION) - TO PROVIDE MEDICAL EDUCATION TO STUDENTS OF MICHIGAN STATE UNIVERSITY'S COLLEGE OF HUMAN MEDICINE. CLINICAL INSTRUCTION IN YEARS THREE AND FOUR OF MEDICAL SCHOOL ARE PROVIDED IN AN OFF-CAMPUS RURAL SETTING.

    Expenses $718,363 · Grants $20,000 · Revenue $761,058

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

Listed in Part VII

  • Stuart K Johnson

    EXECUTIVE DI

    Total calculated
    $363,769
    From this org
    $317,985
    From related orgs
    $0
    Other
    $45,784
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $317,985
    Bonus
    not reported
    Other
    not reported
    Deferred
    $45,784
    Nontaxable benefits
    not reported
    Filer's total
    $363,769

  • Brian G Waite

    PROGRAM DIRE

    Total calculated
    $326,751
    From this org
    $283,900
    From related orgs
    $0
    Other
    $42,851
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $283,900
    Bonus
    not reported
    Other
    not reported
    Deferred
    $42,851
    Nontaxable benefits
    not reported
    Filer's total
    $326,751

  • Steven M Dowdy MD

    PHYSICIAN

    Total calculated
    $292,132
    From this org
    $273,204
    From related orgs
    $0
    Other
    $18,928
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $273,204
    Bonus
    not reported
    Other
    not reported
    Deferred
    $18,928
    Nontaxable benefits
    not reported
    Filer's total
    $292,132

  • Dexter Clark

    PHYSICIAN

    Total calculated
    $266,651
    From this org
    $223,055
    From related orgs
    $0
    Other
    $43,596
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $223,055
    Bonus
    not reported
    Other
    not reported
    Deferred
    $43,596
    Nontaxable benefits
    not reported
    Filer's total
    $266,651

  • Suzanne Clarke

    PHYSICIAN

    Total calculated
    $260,162
    From this org
    $239,084
    From related orgs
    $0
    Other
    $21,078
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $239,084
    Bonus
    not reported
    Other
    not reported
    Deferred
    $21,078
    Nontaxable benefits
    not reported
    Filer's total
    $260,162

  • Meredith Buck

    PHYSICIAN

    Total calculated
    $248,135
    From this org
    $239,804
    From related orgs
    $0
    Other
    $8,331
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $239,804
    Bonus
    not reported
    Other
    not reported
    Deferred
    $8,331
    Nontaxable benefits
    not reported
    Filer's total
    $248,135

  • Lisa Long MD

    DIRECTOR

    Total calculated
    $186,975
    From this org
    $175,508
    From related orgs
    $0
    Other
    $11,467
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $175,508
    Bonus
    not reported
    Other
    not reported
    Deferred
    $11,467
    Nontaxable benefits
    not reported
    Filer's total
    $186,975

  • Tyson Luoma

    PHYSICIAN

    Total calculated
    $184,797
    From this org
    $180,556
    From related orgs
    $0
    Other
    $4,241
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $180,556
    Bonus
    not reported
    Other
    not reported
    Deferred
    $4,241
    Nontaxable benefits
    not reported
    Filer's total
    $184,797

  • Ryan J Brang MD

    PHYSICIAN

    Total calculated
    $179,246
    From this org
    $174,771
    From related orgs
    $0
    Other
    $4,475
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $174,771
    Bonus
    not reported
    Other
    not reported
    Deferred
    $4,475
    Nontaxable benefits
    not reported
    Filer's total
    $179,246

  • Gar Atchison

    DIRECTOR

    Total calculated
    $0

  • Peter Camilli

    PRESIDENT

    Total calculated
    $0

  • Jerry Kooiman

    VICE PRESIDE

    Total calculated
    $0

  • Andrea Wendling MD

    DIRECTOR

    Total calculated
    $0

  • Aron Sousa MD

    DIRECTOR

    Total calculated
    $0

  • Spring Madosh MD

    SECRETARY/TR

    Total calculated
    $0

  • Jed G Magen Do Ms

    DIRECTOR

    Total calculated
    $0

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

None.

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.

Provenance

Return type
form_990
Tax year
2022
Filed
30 August 2023
IRS schema version
2022v5.0
Source object
202312929349300536

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