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← UNIVERSITY CLINICAL EDUCATION & RESEARCH ASSOCIATES

Form 990 for tax year 2022

Filed by UNIVERSITY CLINICAL EDUCATION & RESEARCH ASSOCIATES.

Totals

Total revenue
$27,567,934
Total expenses
$30,115,799
Contributions and grants received
$4,994,884
Grants paid
$0
Program service revenue
$21,637,131
Investment income
$918,302
Other revenue
$17,617
Total assets, end of year
$34,284,712
Total liabilities, end of year
$10,732,602
Net assets or fund balances, end of year
$23,552,110
Program services expenses (Part IX)
$24,747,395
Management and general expenses
$5,368,404
Fundraising expenses
$0
Program service expenses (Part III)
$24,747,395

Program services were 82.2% 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.

  • 1e · Government grants (contributions)

    $3,560

  • 1f · All other contributions, gifts and grants

    $4,991,324

  • 2a · Program service revenue: SPECIALTY CLINICS

    total $20,531,368 · related or exempt $20,531,368

  • 2b · Program service revenue: OTHER CONTRACTS

    total $390,500 · related or exempt $390,500

  • 2c · Program service revenue: QUEENS MEDICAL CENTER

    total $354,242 · related or exempt $354,242

  • 2d · Program service revenue: FEES AND CONTRACT FROM GOVERNMENT

    total $305,088 · related or exempt $305,088

  • 2e · Program service revenue: HAWAII PACIFIC HEALTH

    total $55,933 · related or exempt $55,933

  • 3 · Investment income

    total $398,039 · excluded $398,039

  • 7a · Gross sales of assets other than inventory

    securities $12,978,892

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

    securities $12,458,629

  • 7c · Gain or loss

    securities $520,263

  • 7d · Net gain or loss

    total $520,263 · excluded $520,263

  • 11a · Other revenue: NON-OPERATING INCOME

    total $17,617 · related or exempt $2,720 · unrelated business $14,897

  • 11e · Other revenue, total

    $17,617

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $703,612 · program services $186,742 · management and general $516,870

  • 7 · Other salaries and wages

    total $15,508,418 · program services $13,366,806 · management and general $2,141,612

  • 8 · Pension plan contributions

    total $337,020 · program services $279,719 · management and general $57,301

  • 9 · Other employee benefits

    total $1,842,675 · program services $1,497,903 · management and general $344,772

  • 10 · Payroll taxes

    total $1,193,207 · program services $1,006,460 · management and general $186,747

  • 11b · Fees: legal

    total $18,691 · management and general $18,691

  • 11c · Fees: accounting

    total $68,532 · management and general $68,532

  • 11f · Fees: investment management

    total $63,759 · management and general $63,759

  • 11g · Fees: other

    total $219,246 · program services $43,493 · management and general $175,753

  • 12 · Advertising and promotion

    total $65,899 · program services $34,207 · management and general $31,692

  • 13 · Office expenses

    total $479,551 · program services $391,182 · management and general $88,369

  • 16 · Occupancy

    total $661,478 · program services $91,954 · management and general $569,524

  • 19 · Conferences, conventions and meetings

    total $493,195 · program services $475,955 · management and general $17,240

  • 22 · Depreciation, depletion and amortization

    total $116,830 · program services $72,472 · management and general $44,358

  • 23 · Insurance

    total $1,048,977 · program services $918,522 · management and general $130,455

  • 24a · Other expenses: PURCHASED SERVICES

    total $6,952,496 · program services $6,263,880 · management and general $688,616

  • 24b · Other expenses: MISCELLANEOUS EXPENSE

    total $175,203 · program services $99,136 · management and general $76,067

  • 24c · Other expenses: DUES AND MEMBERSHIP

    total $167,010 · program services $18,964 · management and general $148,046

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $3,511,710 · end of year $1,310

  • 2 · Savings and temporary cash investments

    beginning of year $8,749,699 · end of year $3,632,705

  • 4 · Accounts receivable

    beginning of year $7,670,627 · end of year $4,337,721

  • 9 · Prepaid expenses and deferred charges

    beginning of year $739,062 · end of year $737,641

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

    $1,341,534

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

    $1,227,232

  • 10c · Land, buildings and equipment, net

    beginning of year $218,475 · end of year $114,302

  • 11 · Investments: publicly traded securities

    beginning of year $20,171,524 · end of year $22,963,945

  • 15 · Other assets

    beginning of year $195,293 · end of year $2,497,088

  • 17 · Accounts payable and accrued expenses

    beginning of year $2,884,317 · end of year $1,694,181

  • 19 · Deferred revenue

    beginning of year $10,712,555 · end of year $4,348,172

  • 25 · Other liabilities

    beginning of year $2,356,352 · end of year $4,690,249

  • 27 · Net assets without donor restrictions

    beginning of year $19,601,495 · end of year $20,316,308

  • 28 · Net assets with donor restrictions

    beginning of year $5,701,671 · end of year $3,235,802

Mission and programs · 2022

Mission

UCERA IS A NON-PROFIT ORGANIZATION ESTABLISHED TO FURTHER THE MISSIONSAND VISIONS OF THE JOHN A. BURNS SCHOOL OF MEDICINE (JABSOM) AND OTHER HEALTH SCIENCES SCHOOLS OF THE UNIVERSITY OF HAWAII (UH). IT CONTRIBUTES TO THEIR GOAL OF IMPROVING THE HEALTH CARE STATUS OF THE CITIZENS OF HAWAII AND THE PACIFIC BY SUPPORTING THE EDUCATION, RESEARCH AND CLINICAL ACTIVITIES OF THE SCHOOLS. IT SUPPORTS FINANCIAL DIVERSIFICATION OF THE SCHOOL BY DEVELOPING REVENUE GENERATING INITIATIVES IN COLLABORATION WITH HOSPITALS, GOVERNMENT AGENCIES AND OTHER ENTITIES.

Activities or mission (Part I)

TO PROVIDE FUNDING TO BUILD AND SUSTAIN THE INFRASTRUCTURE OF THE JOHN A. BURNS SCHOOL OF MEDICINE AND OTHER HEALTH SCIENCES SCHOOLS AND ORGANIZATIONS AT THE UNIVERSITY OF HAWAII; FUND THE UNIVERSITY'S HEALTH SCIENCES RESEARCH, EDUCATION, AND SCHOLARLY DEVELOPMENT; PROVIDE ADDITIONAL RESOURCES TO RECRUIT, RETAIN, AND DEVELOP QUALIFIED HEALTH SCIENCES FACULTY AT THE UNIVERSITY; PROVIDE CLINICAL TRAINING AND EDUCATION TO THE UNIVERSITY'S HEALTH SCIENCES STUDENTS; AND PROVIDE HEALTH CARE TO THE GENERAL PUBLIC, WITH SPECIAL ATTENTION TO THE POOR AND OTHER UNDERSERVED POPULATIONS OF HAWAII AND THE PACIFIC REGION.

  • CLINICAL AND PROFESSIONAL SERVICES - 1) PROVIDE HEALTH CARE TO THE GENERAL PUBLIC, WITH SPECIAL ATTENTION TO THE POOR AND OTHER UNDERSERVED POPULATIONS OF HAWAII AND THE PACIFIC REGION. 2) SPECIALTY CLINICS - MULTI-SPECIALTY FACULTY PRACTICE AT CLINICS LOCATED AT VARIOUS SITES INCLUDING: 677 ALA MOANA BLVD, HONOLULU, HI 96813; 1319 PUNAHOU STREET, SUITE 640, 801, 904, 990; QUEEN'S OUTPATIENT CENTER; PHYSICIAN'S OFFICE BUILDINGS AT QUEEN'S; PALI MOMI MEDICAL CENTER. PROVIDE PHYSICIANS ON THE UNIVERSITY OF HAWAII FACULTY WITH A BASE OF OB/GYN, ENDOCRINE, INTERNAL MEDICINE, GERIATRIC, SURGICAL, AND PSYCHIATRIC PATIENTS FROM WHICH THEY CAN EDUCATE MEDICAL STUDENTS AND RESIDENTS. 3) QUEEN'S HOSPITAL AND HAWAII PACIFIC HEALTH/KAPIOLANI HOSPITAL - PROVIDE FACULTY MEMBERS TO TREAT PATIENTS AND TO PROVIDE SPECIALTY CLINICAL SERVICES TO HOSPITALS. 4) VETERAN'S ADMINISTRATION SPECIALTY CLINICS - PROVIDE SPECIALIST PHYSICIANS TO TREAT PATIENTS AT THE VA MEDICAL & REGIONAL OUTPATIENT CLINIC. THIS POPULATION TENDS TO BE INDIGENT AND UNDERSERVED. THE VA CLINIC IS ALSO A TEACHING SITE FOR THE UNIVERSITY OF HAWAII JOHN A. BURNS SCHOOL OF MEDICINE AND PROVIDES A BASE OF TEACHING PATIENTS.

    Expenses $17,924,050 · Revenue $21,639,851

  • MEDICAL SCHOOL AND FACULTY SUPPORT - IN GENERAL, PROVIDES FUNDING TO BUILD AND SUSTAIN THE INFRASTRUCTURE OF THE JOHN A. BURNS SCHOOL OF MEDICINE AND ITS DEPARTMENTS AND THOSE OF THE OTHER HEALTH SCIENCES SCHOOLS OF THE UNIVERSITY OF HAWAII. PROVIDE ADDITIONAL RESOURCES TO RECRUIT, RETAIN, AND DEVELOP QUALIFIED FACULTY AT JABSOM AND THE OTHER UH HEALTH SCIENCES SCHOOLS. PROVIDE HEALTHCARE TO THE DEPARTMENT OF EDUCATION STUDENTS ACROSS THE HAWAIIAN ISLANDS THROUGH THE HAWAII KEIKI PROGRAM.

    Expenses $6,069,914

  • EDUCATIONAL SUPPORT - 1) IN GENERAL, PROVIDE EDUCATION AND CLINICAL TRAINING FOR THE UNIVERSITY OF HAWAII HEALTH SCIENCES SCHOOLS' STUDENTS. 2) INTERNATIONAL TRAINING PROGRAM (INL) - PROVIDE INTERNATIONAL MEDICAL STUDENTS AND RESIDENTS WITH U.S. TRAINING EXPERIENCES AT THE UNIVERSITY OF HAWAII JOHN A. BURNS SCHOOL OF MEDICINE. 3) OFFICE OF MEDICAL EDUCATION (OME-ME) - PROVIDE SIMULATED PATIENTS FOR CLINICAL SKILLS TRAINING AND EXAMINATIONS FOR SCHOOL OF MEDICINE STUDENTS AND RESIDENTS.

    Expenses $534,974

  • RESEARCH SUPPORT: 1) COMMUNITY HEALTH OUTREACH WORK TO PREVENT AIDS (CHOW PROJECT) WITH US FEDERAL GOVERNMENT TO IMPROVE THE QUALITY, AVAILABILITY, AND ORGANIZATION OF HIV HEALTH CARE AND SUPPORT SERVICES. 2) NATIONAL INSTITUTE FOR REPRODUCTIVE HEALTH (NIRH) CONTRACT TO ADDRESSING SYSTEMS AND ADMINISTRATIVE BARRIERS TO LARC IN HAWAII. 3) VARIOUS SOCIETY OF FAMILY PLANNING RESEARCH FUNDS TO STUDY A RANDOMIZED CONTROLLED TRIAL COMPARING DILATION AND EVACUATION OUTCOMES WITH AND WITHOUT OXYTOCIN USE, LARC AND DUAL-USE IN ADOLESCENTS AND YOUNG WOMEN, INTRANASAL FENTANYL FOR PAIN CONTROL DURING FIRST-TRIMESTER UTERINE ASPIRATION: A RANDOMIZED CONTROLLED TRIAL. UCERA IS IN A POSITION TO ACCOMMODATE RESEARCH ACTIVITIES THAT REQUIRE HIPAA COMPLIANT HANDLING OF PROTECTED HEALTH INFORMATION (PHI). EDUCATION SUPPORT - UCERA SUPPORTS THE HAWAI'I JOURNAL OF MEDICINE & PUBLIC HEALTH, WHICH IS A PEER-REVIEWED MEDICAL JOURNAL WHICH PROVIDES NEW SCIENTIFIC INFORMATION IN A SCHOLARLY FORMAT WITH A FOCUS ON THE UNIQUE, MULTI-CULTURE AND ENVIROMENTAL ASPECTS OF THE HAWAIIAN ISLANDS AND PACIFIC RIM REGIONS.

    Expenses $218,457

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

Listed in Part VII

  • Dirk Yoshizawa

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Jordon Kimura

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Clementina Ceria-Ulep

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Thomas Driskill Jr

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Gabe Lee

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Kyle Yoneshige

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Edward Zajac

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Simeon Acoba Jr

    DIRECTOR UNTIL SEP '22

    Total calculated
    $0
    Hours/week
    1

  • Joe Ramos

    DIRECTOR/EMPLOYEE UNTIL JUL '22

    Total calculated
    $46,875
    From this org
    $46,875
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • Kenric Murayama

    DIRECTOR UNTIL SEP '22

    Total calculated
    $296,496
    From this org
    $8,876
    From related orgs
    $287,620
    Other
    $0
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $287,620 related
    Bonus
    $8,876
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $8,876 + $287,620 related

  • Ivica Zalud

    ASSISTANT TREASURER

    Total calculated
    $248,041
    From this org
    $0
    From related orgs
    $248,041
    Other
    $0
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $248,041 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $248,041 related

  • Jerris Hedges

    CHAIR UNTIL FEB '23

    Total calculated
    $559,033
    From this org
    $0
    From related orgs
    $559,033
    Other
    $0
    Hours/week
    8 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $559,033 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $559,033 related

  • Allen Hixon

    ASSISTANT SECRETARY

    Total calculated
    $286,723
    From this org
    $18,820
    From related orgs
    $267,903
    Other
    $0
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $267,903 related
    Bonus
    $18,820
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $18,820 + $267,903 related

  • Anthony Guerrero

    DIRECTOR/ON-CALL EMPLOYEE

    Total calculated
    $223,061
    From this org
    $138
    From related orgs
    $222,494
    Other
    $429
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $222,494 related
    Bonus
    $0
    Other
    $138
    Deferred
    $0
    Nontaxable benefits
    $429
    Filer's total
    $567 + $222,494 related

  • Kamal Masaki

    DIRECTOR/EMPLOYEE

    Total calculated
    $264,056
    From this org
    $12,209
    From related orgs
    $251,847
    Other
    $0
    Hours/week
    4 + 40 related

    Schedule J breakdown matched by us

    Base
    $9,600 + $251,847 related
    Bonus
    $2,609
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $12,209 + $251,847 related

  • Lee Buenconsejo-Lum

    CHAIR/ON-CALL EMPLOYEE EFF. JAN '23

    Total calculated
    $310,361
    From this org
    $84,138
    From related orgs
    $226,223
    Other
    $0
    Hours/week
    10 + 40 related

    Schedule J breakdown matched by us

    Base
    $84,000 + $226,223 related
    Bonus
    $0
    Other
    $138
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $84,138 + $226,223 related

  • Kenneth Nakamura

    DIRECTOR

    Total calculated
    $258,205
    From this org
    $0
    From related orgs
    $258,205
    Other
    $0
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $258,205 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $258,205 related

  • Joseph Kaholokula

    DIRECTOR

    Total calculated
    $202,951
    From this org
    $0
    From related orgs
    $202,951
    Other
    $0
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $202,951 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $202,951 related

  • Scott Kuwada

    DIRECTOR UNTIL SEP '22

    Total calculated
    $131,996
    From this org
    $0
    From related orgs
    $131,996
    Other
    $0
    Hours/week
    1

  • Susan Steinemann

    CMO UNTIL JAN '23

    Total calculated
    $333,663
    From this org
    $179,324
    From related orgs
    $148,751
    Other
    $5,588
    Hours/week
    8 + 32 related

    Schedule J breakdown matched by us

    Base
    $179,093 + $148,751 related
    Bonus
    $0
    Other
    $231
    Deferred
    $5,373
    Nontaxable benefits
    $215
    Filer's total
    $184,912 + $148,751 related

  • Henry Ellis

    CFO

    Total calculated
    $203,579
    From this org
    $180,958
    From related orgs
    $0
    Other
    $22,621
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $174,162
    Bonus
    $0
    Other
    $6,796
    Deferred
    $5,554
    Nontaxable benefits
    $17,067
    Filer's total
    $203,579

  • Derek Wong

    INTERIM CEO

    Total calculated
    $235,328
    From this org
    $220,125
    From related orgs
    $0
    Other
    $15,203
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $212,258
    Bonus
    $0
    Other
    $7,867
    Deferred
    $6,602
    Nontaxable benefits
    $8,601
    Filer's total
    $235,328

  • Rory Kaneshiro

    CCO

    Total calculated
    $124,666
    From this org
    $66,169
    From related orgs
    $56,319
    Other
    $2,178
    Hours/week
    20 + 20 related

  • Robert Hong

    CMO

    Total calculated
    $43,920
    From this org
    $0
    From related orgs
    $43,920
    Other
    $0
    Hours/week
    5

  • Jami Fukui

    PHYSICIAN

    Total calculated
    $232,456
    From this org
    $225,685
    From related orgs
    $0
    Other
    $6,771
    Hours/week
    8 + 32 related

    Schedule J breakdown matched by us

    Base
    $195,685
    Bonus
    $30,000
    Other
    $0
    Deferred
    $6,771
    Nontaxable benefits
    $0
    Filer's total
    $232,456

  • Christina Marzo

    PHYSICIAN UNTIL MAR '23

    Total calculated
    $225,017
    From this org
    $210,054
    From related orgs
    $0
    Other
    $14,963
    Hours/week
    36

    Schedule J breakdown matched by us

    Base
    $210,000
    Bonus
    $0
    Other
    $54
    Deferred
    $6,300
    Nontaxable benefits
    $8,663
    Filer's total
    $225,017

  • Elmer Tam

    CHIEF INFORMATION OFFICER

    Total calculated
    $191,219
    From this org
    $175,729
    From related orgs
    $0
    Other
    $15,490
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $168,502
    Bonus
    $0
    Other
    $7,227
    Deferred
    $5,283
    Nontaxable benefits
    $10,207
    Filer's total
    $191,219

  • Mary Boland

    DIRECTOR OF STRATEGIC PARTNERSHIPS

    Total calculated
    $141,385
    From this org
    $137,407
    From related orgs
    $0
    Other
    $3,978
    Hours/week
    18

  • Kailene Oliveros

    DIRECTOR OF CLINICAL OPERATIONS

    Total calculated
    $167,135
    From this org
    $137,271
    From related orgs
    $0
    Other
    $29,864
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $132,677
    Bonus
    $0
    Other
    $4,594
    Deferred
    $4,118
    Nontaxable benefits
    $25,746
    Filer's total
    $167,135

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 committee
  • 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.

  • UNIVERSITY OF HAWAII JOHN A BURNS SCHOOL OF MEDICINE

    MEDICAL SCHOOL · HI

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.

  • UNIVERSITY HEALTH PARTNERS AKAHAI LLC

    CONTRACTS WITH MEDICAL PROVIDER · HI · income $0 · assets $0

    Directly controlled by UNIVERSITY CLINICAL EDUCATION & RESEARCH ASSOCIATES (UCERA)

Provenance

Return type
form_990
Tax year
2022
Filed
27 November 2023
IRS schema version
2022v5.0
Source object
202323319349300327

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