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← ASSOCIATION OF UNIVERSITY PHYSICIANS

Form 990 for tax year 2023

Filed by ASSOCIATION OF UNIVERSITY PHYSICIANS.

Totals

Total revenue
$465,123,177
Total expenses
$476,902,052
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$452,976,372
Investment income
$12,146,805
Other revenue
$0
Total assets, end of year
$334,807,424
Total liabilities, end of year
$334,807,424
Net assets or fund balances, end of year
$0
Program services expenses (Part IX)
$413,790,059
Management and general expenses
$63,111,993
Fundraising expenses
$0
Program service expenses (Part III)
$413,790,059

Program services were 86.8% 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: PATIENT PROF FEES

    total $445,905,615 · related or exempt $445,905,615

  • 2b · Program service revenue: BILLING AND COLLECTION

    total $7,070,757 · related or exempt $7,070,757

  • 3 · Investment income

    total $9,661,378 · excluded $9,661,378

  • 7a · Gross sales of assets other than inventory

    securities $42,123,202

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

    securities $39,637,775

  • 7c · Gain or loss

    securities $2,485,427

  • 7d · Net gain or loss

    total $2,485,427 · excluded $2,485,427

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $10,609,167 · program services $9,508,592 · management and general $1,100,575

  • 6 · Compensation of disqualified persons

    total $337,367 · program services $337,367

  • 7 · Other salaries and wages

    total $281,238,832 · program services $280,668,942 · management and general $569,890

  • 8 · Pension plan contributions

    total $19,475,389 · program services $19,437,750 · management and general $37,639

  • 9 · Other employee benefits

    total $4,767,554 · program services $4,747,439 · management and general $20,115

  • 10 · Payroll taxes

    total $10,967,667 · program services $10,967,667

  • 11b · Fees: legal

    total $95,265 · management and general $95,265

  • 11c · Fees: accounting

    total $198,733 · management and general $198,733

  • 11f · Fees: investment management

    total $315,333 · management and general $315,333

  • 11g · Fees: other

    total $32,974,532 · management and general $32,974,532

  • 13 · Office expenses

    total $398,311 · management and general $398,311

  • 14 · Information technology

    total $15,236,846 · program services $8,328,603 · management and general $6,908,243

  • 16 · Occupancy

    total $383,103 · management and general $383,103

  • 17 · Travel

    total $21,944 · management and general $21,944

  • 19 · Conferences, conventions and meetings

    total $35,579 · management and general $35,579

  • 20 · Interest

    total $35,952 · management and general $35,952

  • 22 · Depreciation, depletion and amortization

    total $1,698,169 · management and general $1,698,169

  • 23 · Insurance

    total $15,214,139 · program services $14,981,753 · management and general $232,386

  • 24a · Other expenses: CLINICAL FACILITY SUPPO

    total $50,263,917 · program services $50,263,917

  • 24b · Other expenses: UW MEDICINE ALLOCATIONS

    total $18,076,531 · management and general $18,076,531

  • 24c · Other expenses: CITY/STATE BUSINESS TAX

    total $13,331,427 · program services $13,331,427

  • 24e · All other expenses

    total $1,226,295 · program services $1,216,602 · management and general $9,693

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $295,827

  • 2 · Savings and temporary cash investments

    beginning of year $61,027,854 · end of year $76,162,202

  • 4 · Accounts receivable

    beginning of year $14,948,657 · end of year $9,220,904

  • 9 · Prepaid expenses and deferred charges

    beginning of year $477,155 · end of year $8,896

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

    $3,361,753

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

    $3,144,000

  • 10c · Land, buildings and equipment, net

    beginning of year $497,658 · end of year $217,753

  • 11 · Investments: publicly traded securities

    beginning of year $173,783,412 · end of year $247,876,334

  • 15 · Other assets

    beginning of year $2,511,992 · end of year $1,321,335

  • 17 · Accounts payable and accrued expenses

    beginning of year $29,042,278 · end of year $33,082,435

  • 19 · Deferred revenue

    beginning of year $102,373 · end of year $3

  • 25 · Other liabilities

    beginning of year $224,397,904 · end of year $301,724,986

  • 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 $0 · end of year $0

Mission and programs · 2023

Mission

THE ASSOCIATION OF UNIVERSITY PHYSICIANS IS A CLINICAL PRACTICE PLAN FOR THE UNIVERSITY OF WASHINGTON SCHOOL OF MEDICINE ("UWSOM") FACULTY PHYSICIANS AND NON-PHYSICIAN PRACTITIONERS AND PROVIDES SUBSTANTIAL SUPPORT TO THE UWSOM.

Activities or mission (Part I)

CLINICAL PRACTICE PLAN FOR THE UNIVERSITY OF WASHINGTON SCHOOL OF MEDICINE ("UWSOM") FACULTY PHYSICIANS AND NON-PHYSICIAN PRACTITIONERS AND PROVIDES SUBSTANTIAL SUPPORT TO THE UWSOM.

  • THE PHYSICIANS AND OTHER HEALTH CARE PRACTITIONERS OF THE ASSOCIATION OF UNIVERSITY PHYSICIANS (TOGETHER, "UWP PRACTITIONERS") PROVIDE CLINICAL CARE AT UNIVERSITY OF WASHINGTON OWNED, OPERATED, AND AFFILIATED FACILITIES. UWP PRACTITIONERS ARE REQUIRED TO BE FACULTY MEMBERS OF THE UNIVERSITY OF WASHINGTON SCHOOL OF MEDICINE AS A CONDITION OF PRACTICE PLAN MEMBERSHIP AND PRACTICE ONLY AT SITES APPROVED BY THE CEO OF UW MEDICINE, EVP FOR MEDICAL AFFAIRS AND DEAN OF THE UWSOM (UW MEDICINE CEO). UWP PRACTITIONERS ALSO PROVIDE CLINICAL CARE IN OTHER LOCAL AND NATIONAL COMMUNITY SETTINGS AS APPROVED BY THE UW MEDICINE CEO. THESE ACTIVITIES INCREASE COMMUNITY ACCESS TO SPECIALIST AND SUB-SPECIALIST CLINICAL CARE AND EXPERTISE, PROVIDE PRIMARY CARE IN COMMUNITIES THAT MAY NOT HAVE SUFFICIENT LOCAL RESOURCES, AND HELP TO ASSURE SUFFICIENT PRACTICE SITES AND PATIENT POPULATIONS TO MAINTAIN THE UWSOM TEACHING AND RESEARCH ACTIVITIES. PURSUANT TO AN OPERATING AGREEMENT BETWEEN THE ASSOCIATION OF UNIVERSITY PHYSICIANS ("UWP") AND THE UNIVERSITY OF WASHINGTON BOARD OF REGENTS, ALL UWP REVENUES IN EXCESS OF ITS OPERATING EXPENSES AND PHYSICIAN COMPENSATION ARE HELD IN AN ACADEMIC SUPPORT FUND SOLELY FOR THE SUPPORT OF THE UWSOM. THE UW MEDICINE CEO CONTROLS ALL PHYSICIAN COMPENSATION BY UWP AND HIS APPROVAL IS REQUIRED FOR THE SIGNIFICANT ACTIONS OF THE UWP BOARD OF TRUSTEES.

    Expenses $413,790,059 · Revenue $452,976,372

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

Listed in Part VII

  • Barbara Goff MD

    TRUSTEE

    Total calculated
    $859,883
    From this org
    $315,388
    From related orgs
    $388,483
    Other
    $156,012
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $177,388 + $388,483 related
    Bonus
    $138,000
    Other
    $0
    Deferred
    $100,539 + $33,000 related
    Nontaxable benefits
    $3,969 + $18,504 related
    Filer's total
    $419,896 + $439,987 related
  • Barbara Jung MD

    TRUSTEE

    Total calculated
    $872,509
    From this org
    $433,684
    From related orgs
    $351,924
    Other
    $86,901
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $433,684 + $351,924 related
    Bonus
    $0
    Other
    $0
    Deferred
    $33,000 + $27,003 related
    Nontaxable benefits
    $3,969 + $22,929 related
    Filer's total
    $470,653 + $401,856 related
  • Burkhard Mackensen MD PhD

    TRUSTEE

    Total calculated
    $890,170
    From this org
    $453,816
    From related orgs
    $349,738
    Other
    $86,616
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $453,816 + $349,738 related
    Bonus
    $0
    Other
    $0
    Deferred
    $33,000 + $33,000 related
    Nontaxable benefits
    $3,969 + $16,647 related
    Filer's total
    $490,785 + $399,385 related
  • Crystal Kong-Wong MD

    TRUSTEE (THRU 8/2023)

    Total calculated
    $378,816
    From this org
    $136,368
    From related orgs
    $186,866
    Other
    $55,582
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $129,205 + $186,866 related
    Bonus
    $7,163
    Other
    $0
    Deferred
    $12,273 + $14,958 related
    Nontaxable benefits
    $2,131 + $26,220 related
    Filer's total
    $150,772 + $228,044 related
  • Douglas Wood MD

    TRUSTEE

    Total calculated
    $1,444,551
    From this org
    $815,144
    From related orgs
    $536,971
    Other
    $92,436
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $815,144 + $536,971 related
    Bonus
    $0
    Other
    $0
    Deferred
    $33,000 + $33,000 related
    Nontaxable benefits
    $3,969 + $22,467 related
    Filer's total
    $852,113 + $592,438 related
  • Dushyant Sahani MD

    TRUSTEE

    Total calculated
    $925,507
    From this org
    $375,572
    From related orgs
    $469,511
    Other
    $80,424
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $375,572 + $455,274 related
    Bonus
    $0
    Other
    $0 + $14,237 related
    Deferred
    $33,000 + $24,750 related
    Nontaxable benefits
    $3,969 + $18,705 related
    Filer's total
    $412,541 + $512,966 related
  • Estell Williams MD

    SECRETARY-TREASURER

    Total calculated
    $399,736
    From this org
    $178,185
    From related orgs
    $148,645
    Other
    $72,906
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $164,013 + $148,645 related
    Bonus
    $14,172
    Other
    $0
    Deferred
    $31,418 + $12,164 related
    Nontaxable benefits
    $2,138 + $27,186 related
    Filer's total
    $211,741 + $187,995 related
  • Geoffrey Baird MD PhD

    TRUSTEE

    Total calculated
    $677,636
    From this org
    $183,728
    From related orgs
    $431,419
    Other
    $62,489
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $183,728 + $431,419 related
    Bonus
    $0
    Other
    $0
    Deferred
    $16,536 + $24,750 related
    Nontaxable benefits
    $3,881 + $17,322 related
    Filer's total
    $204,145 + $473,491 related
  • Heidi Combs MD

    TRUSTEE (THRU 8/2023)

    Total calculated
    $371,171
    From this org
    $8,911
    From related orgs
    $306,770
    Other
    $55,490
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $306,770 related
    Bonus
    $8,911
    Other
    $0
    Deferred
    $5,009 + $29,875 related
    Nontaxable benefits
    $1,796 + $18,810 related
    Filer's total
    $15,716 + $355,455 related
  • Howard Chansky MD

    TRUSTEE

    Total calculated
    $1,056,847
    From this org
    $438,664
    From related orgs
    $394,318
    Other
    $223,865
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $158,172 + $367,793 related
    Bonus
    $280,492
    Other
    $0 + $26,525 related
    Deferred
    $173,246 + $33,000 related
    Nontaxable benefits
    $3,969 + $13,650 related
    Filer's total
    $615,879 + $440,968 related
  • Hunter Wessells MD

    PRESIDENT

    Total calculated
    $913,600
    From this org
    $306,744
    From related orgs
    $502,149
    Other
    $104,707
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $273,744 + $487,149 related
    Bonus
    $33,000
    Other
    $0 + $15,000 related
    Deferred
    $47,174 + $33,000 related
    Nontaxable benefits
    $3,969 + $20,564 related
    Filer's total
    $357,887 + $555,713 related
  • Jake Berman MD

    TRUSTEE (AS OF 9/2023)

    Total calculated
    $231,434
    From this org
    $0
    From related orgs
    $201,587
    Other
    $29,847
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $201,587 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $15,119 related
    Nontaxable benefits
    $1,078 + $13,650 related
    Filer's total
    $1,078 + $230,356 related
  • Janna Friedly MD

    TRUSTEE (AS OF 8/2023)

    Total calculated
    $481,872
    From this org
    $62,991
    From related orgs
    $338,534
    Other
    $80,347
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $34,375 + $338,534 related
    Bonus
    $28,616
    Other
    $0
    Deferred
    $36,299 + $24,092 related
    Nontaxable benefits
    $2,509 + $17,447 related
    Filer's total
    $101,799 + $380,073 related
  • John Gore MD

    TRUSTEE (AS OF 9/2023)

    Total calculated
    $746,282
    From this org
    $312,130
    From related orgs
    $262,501
    Other
    $171,651
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $144,164 + $262,501 related
    Bonus
    $167,966
    Other
    $0
    Deferred
    $127,912 + $20,163 related
    Nontaxable benefits
    $3,587 + $19,989 related
    Filer's total
    $443,629 + $302,653 related
  • Jurgen Unutzer MD

    TRUSTEE

    Total calculated
    $660,127
    From this org
    $138,756
    From related orgs
    $418,390
    Other
    $102,981
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $72,756 + $418,390 related
    Bonus
    $66,000
    Other
    $0
    Deferred
    $46,876 + $33,000 related
    Nontaxable benefits
    $3,521 + $19,584 related
    Filer's total
    $189,153 + $470,974 related
  • Laura Quinnan-Hostein MD

    TRUSTEE

    Total calculated
    $464,004
    From this org
    $238,149
    From related orgs
    $168,637
    Other
    $57,218
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $235,088 + $168,637 related
    Bonus
    $3,061
    Other
    $0
    Deferred
    $23,433 + $12,995 related
    Nontaxable benefits
    $2,505 + $18,285 related
    Filer's total
    $264,087 + $199,917 related
  • Leslie Walker-Harding MD

    TRUSTEE

    Total calculated
    $458,417
    From this org
    $0
    From related orgs
    $411,583
    Other
    $46,834
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $411,583 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $24,750 related
    Nontaxable benefits
    $0 + $22,084 related
    Filer's total
    $0 + $458,417 related
  • Neal Futran MD

    TRUSTEE

    Total calculated
    $1,072,730
    From this org
    $379,552
    From related orgs
    $497,064
    Other
    $196,114
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $172,352 + $497,064 related
    Bonus
    $207,200
    Other
    $0
    Deferred
    $136,600 + $33,000 related
    Nontaxable benefits
    $3,969 + $22,545 related
    Filer's total
    $520,121 + $552,609 related
  • Paul James MD

    TRUSTEE

    Total calculated
    $546,153
    From this org
    $142,776
    From related orgs
    $333,774
    Other
    $69,603
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $142,776 + $309,282 related
    Bonus
    $0
    Other
    $0 + $24,492 related
    Deferred
    $14,278 + $33,000 related
    Nontaxable benefits
    $3,037 + $19,288 related
    Filer's total
    $160,091 + $386,062 related
  • Paul Nghiem MD

    TRUSTEE

    Total calculated
    $483,367
    From this org
    $0
    From related orgs
    $428,818
    Other
    $54,549
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $402,826 related
    Bonus
    $0
    Other
    $0 + $25,992 related
    Deferred
    $0 + $30,732 related
    Nontaxable benefits
    $2,771 + $21,046 related
    Filer's total
    $2,771 + $480,596 related
  • Peter Esselman MD

    TRUSTEE (THRU 8/2023)

    Total calculated
    $473,470
    From this org
    $24,805
    From related orgs
    $384,610
    Other
    $64,055
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $384,610 related
    Bonus
    $24,805
    Other
    $0
    Deferred
    $10,810 + $33,000 related
    Nontaxable benefits
    $2,347 + $17,898 related
    Filer's total
    $37,962 + $435,508 related
  • Ramesh Rengan MD

    TRUSTEE

    Total calculated
    $1,024,498
    From this org
    $581,285
    From related orgs
    $318,005
    Other
    $125,208
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $516,581 + $288,005 related
    Bonus
    $64,704
    Other
    $0 + $30,000 related
    Deferred
    $65,352 + $32,749 related
    Nontaxable benefits
    $3,969 + $23,138 related
    Filer's total
    $650,606 + $373,892 related
  • Richard Ellenbogen MD

    TRUSTEE

    Total calculated
    $1,489,277
    From this org
    $639,548
    From related orgs
    $627,004
    Other
    $222,725
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $368,056 + $597,004 related
    Bonus
    $271,492
    Other
    $0 + $30,000 related
    Deferred
    $168,746 + $33,000 related
    Nontaxable benefits
    $3,969 + $17,010 related
    Filer's total
    $812,263 + $677,014 related
  • Russell Van Gelder MD PhD

    TRUSTEE

    Total calculated
    $768,830
    From this org
    $171,600
    From related orgs
    $492,168
    Other
    $105,062
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $96,260 + $492,168 related
    Bonus
    $75,340
    Other
    $0
    Deferred
    $54,830 + $25,408 related
    Nontaxable benefits
    $3,969 + $20,855 related
    Filer's total
    $230,399 + $538,431 related
  • Santiago Neme MD MPH

    VICE PRESIDENT (THRU 8/2023)

    Total calculated
    $531,079
    From this org
    $130,298
    From related orgs
    $342,611
    Other
    $58,170
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $130,298 + $323,111 related
    Bonus
    $0
    Other
    $0 + $19,500 related
    Deferred
    $11,727 + $24,750 related
    Nontaxable benefits
    $3,050 + $18,643 related
    Filer's total
    $145,075 + $386,004 related
  • Shireesha Dhanireddy MD

    TRUSTEE

    Total calculated
    $364,063
    From this org
    $0
    From related orgs
    $317,020
    Other
    $47,043
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $317,020 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $24,982 related
    Nontaxable benefits
    $2,039 + $20,022 related
    Filer's total
    $2,039 + $362,024 related
  • Sue Stern MD

    TRUSTEE

    Total calculated
    $769,738
    From this org
    $295,404
    From related orgs
    $390,755
    Other
    $83,579
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $295,404 + $390,755 related
    Bonus
    $0
    Other
    $0
    Deferred
    $29,540 + $33,000 related
    Nontaxable benefits
    $3,969 + $17,070 related
    Filer's total
    $328,913 + $440,825 related
  • Tamara Atkins MD

    TRUSTEE/VICE PRESIDENT (AS OF 9/2023)

    Total calculated
    $271,380
    From this org
    $165,748
    From related orgs
    $65,757
    Other
    $39,875
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $129,917 + $65,757 related
    Bonus
    $35,831
    Other
    $0
    Deferred
    $14,917 + $5,275 related
    Nontaxable benefits
    $1,461 + $18,222 related
    Filer's total
    $182,126 + $89,254 related
  • Thabele Bay Leslie-Mazwi MD

    TRUSTEE

    Total calculated
    $669,112
    From this org
    $283,020
    From related orgs
    $306,709
    Other
    $79,383
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $283,020 + $297,132 related
    Bonus
    $0
    Other
    $0 + $9,577 related
    Deferred
    $25,472 + $23,943 related
    Nontaxable benefits
    $3,789 + $26,179 related
    Filer's total
    $312,281 + $356,831 related
  • Thomas Purcell MD

    TRUSTEE

    Total calculated
    $3,948
    From this org
    $0
    From related orgs
    $0
    Other
    $3,948
    Hours/week
    40
  • Victoria Fang MD

    TRUSTEE

    Total calculated
    $432,601
    From this org
    $289,843
    From related orgs
    $87,223
    Other
    $55,535
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $289,843 + $87,223 related
    Bonus
    $0
    Other
    $0
    Deferred
    $28,984 + $8,884 related
    Nontaxable benefits
    $2,397 + $15,270 related
    Filer's total
    $321,224 + $111,377 related
  • Anthony Dorsch

    UWP EXECUTIVE DIRECTOR (THRU 8/2023)

    Total calculated
    $476,776
    From this org
    $61,646
    From related orgs
    $371,066
    Other
    $44,064
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $52,776 + $279,752 related
    Bonus
    $0
    Other
    $8,870 + $91,314 related
    Deferred
    $6,165 + $24,412 related
    Nontaxable benefits
    $1,735 + $11,752 related
    Filer's total
    $69,546 + $407,230 related
  • Erica Floyd

    UWP CFO/INTERIM ED (AS OF 8/2023)

    Total calculated
    $340,350
    From this org
    $53,630
    From related orgs
    $237,027
    Other
    $49,693
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $53,630 + $237,027 related
    Bonus
    $0
    Other
    $0
    Deferred
    $5,363 + $24,164 related
    Nontaxable benefits
    $1,904 + $18,262 related
    Filer's total
    $60,897 + $279,453 related
  • Anneliese Schleyer

    UWM INTERIM CHIEF MEDICAL OFFICER

    Total calculated
    $640,697
    From this org
    $125,958
    From related orgs
    $453,348
    Other
    $61,391
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $125,958 + $423,348 related
    Bonus
    $0
    Other
    $0 + $30,000 related
    Deferred
    $12,596 + $27,750 related
    Nontaxable benefits
    $3,555 + $17,490 related
    Filer's total
    $142,109 + $498,588 related
  • Cynthia Dold

    INTERIM PRESIDENT UWM

    Total calculated
    $1,022,039
    From this org
    $0
    From related orgs
    $912,709
    Other
    $109,330
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $912,709 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $91,416 related
    Nontaxable benefits
    $0 + $17,914 related
    Filer's total
    $0 + $1,022,039 related
  • Jacqueline Cabe

    UW MEDICINE CFO

    Total calculated
    $957,606
    From this org
    $213,664
    From related orgs
    $673,675
    Other
    $70,267
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $213,664 + $673,675 related
    Bonus
    $0
    Other
    $0
    Deferred
    $21,366 + $24,750 related
    Nontaxable benefits
    $3,969 + $20,182 related
    Filer's total
    $238,999 + $718,607 related
  • Julie Reid

    UWSOM VICE DEAN, ADMIN & FIN

    Total calculated
    $604,449
    From this org
    $0
    From related orgs
    $551,379
    Other
    $53,070
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $527,879 related
    Bonus
    $0
    Other
    $0 + $23,500 related
    Deferred
    $0 + $33,000 related
    Nontaxable benefits
    $1,372 + $18,698 related
    Filer's total
    $1,372 + $603,077 related
  • Margaret Peyton

    CHIEF OF STAFF, UWM (AS OF 3/2024)

    Total calculated
    $563,442
    From this org
    $50,064
    From related orgs
    $446,620
    Other
    $66,758
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $50,064 + $422,620 related
    Bonus
    $0
    Other
    $0 + $24,000 related
    Deferred
    $5,006 + $44,841 related
    Nontaxable benefits
    $21 + $16,890 related
    Filer's total
    $55,091 + $508,351 related
  • Maureen Hooley

    CTO (THRU 8/2023)

    Total calculated
    $202,565
    From this org
    $2,353
    From related orgs
    $175,160
    Other
    $25,052
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $2,353 + $169,838 related
    Bonus
    $0
    Other
    $0 + $5,322 related
    Deferred
    $235 + $13,505 related
    Nontaxable benefits
    $2 + $11,310 related
    Filer's total
    $2,590 + $199,975 related
  • Ruth Mahan

    UW MEDICINE CHIEF BUSINESS OFFICER

    Total calculated
    $1,202,293
    From this org
    $302,860
    From related orgs
    $813,864
    Other
    $85,569
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $302,860 + $789,864 related
    Bonus
    $0
    Other
    $0 + $24,000 related
    Deferred
    $30,286 + $33,000 related
    Nontaxable benefits
    $3,969 + $18,314 related
    Filer's total
    $337,115 + $865,178 related
  • Timothy Dellit MD

    UW MEDICINE CEO

    Total calculated
    $1,414,754
    From this org
    $668,588
    From related orgs
    $652,943
    Other
    $93,223
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $668,588 + $622,943 related
    Bonus
    $0
    Other
    $0 + $30,000 related
    Deferred
    $33,000 + $33,000 related
    Nontaxable benefits
    $3,969 + $23,254 related
    Filer's total
    $705,557 + $709,197 related
  • Daniel Lazar MD

    PROFESSOR

    Total calculated
    $1,479,641
    From this org
    $947,162
    From related orgs
    $81,048
    Other
    $451,431
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $287,384 + $52,798 related
    Bonus
    $659,778
    Other
    $0 + $28,250 related
    Deferred
    $417,672 + $8,835 related
    Nontaxable benefits
    $3,969 + $20,955 related
    Filer's total
    $1,368,803 + $110,838 related
  • Fangyi Zhang MD

    PROFESSOR

    Total calculated
    $1,173,135
    From this org
    $729,855
    From related orgs
    $310,935
    Other
    $132,345
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $614,904 + $287,943 related
    Bonus
    $114,951
    Other
    $0 + $22,992 related
    Deferred
    $85,678 + $24,020 related
    Nontaxable benefits
    $3,969 + $18,678 related
    Filer's total
    $819,502 + $353,633 related
  • Laligam Sekhar MD

    PROFESSOR

    Total calculated
    $1,230,747
    From this org
    $405,443
    From related orgs
    $693,685
    Other
    $131,619
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $231,942 + $663,685 related
    Bonus
    $173,501
    Other
    $0 + $30,000 related
    Deferred
    $72,236 + $33,000 related
    Nontaxable benefits
    $3,961 + $22,422 related
    Filer's total
    $481,640 + $749,107 related
  • Louis Kim MD

    PROFESSOR

    Total calculated
    $1,261,094
    From this org
    $771,357
    From related orgs
    $387,044
    Other
    $102,693
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $620,444 + $357,419 related
    Bonus
    $150,913
    Other
    $0 + $29,625 related
    Deferred
    $52,171 + $27,063 related
    Nontaxable benefits
    $3,969 + $19,490 related
    Filer's total
    $827,497 + $433,597 related
  • Manuel Ferreira MD PhD

    PROFESSOR

    Total calculated
    $1,140,128
    From this org
    $605,898
    From related orgs
    $421,084
    Other
    $113,146
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $592,740 + $421,084 related
    Bonus
    $13,158
    Other
    $0
    Deferred
    $64,405 + $24,750 related
    Nontaxable benefits
    $3,969 + $20,022 related
    Filer's total
    $674,272 + $465,856 related
  • Saman Arbabi MD

    FORMER OFFICER

    Total calculated
    $662,613
    From this org
    $87,982
    From related orgs
    $469,875
    Other
    $104,756
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $20,424 + $469,875 related
    Bonus
    $67,558
    Other
    $0
    Deferred
    $48,119 + $33,000 related
    Nontaxable benefits
    $3,615 + $20,022 related
    Filer's total
    $139,716 + $522,897 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

  • 4a · Severance or change-of-control payment
  • 7 · Other non-fixed payments

Answered no

  • 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
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 3
THE UWP GOVERNING BOARD DOES NOT REVIEW COMPENSATION OF ITS EXECUTIVES. INSTEAD, COMPENSATION OF THE UWP EXECUTIVE DIRECTOR AND CHIEF FINANCIAL OFFICER IS REVIEWED AND SET BY REPRESENTATIVES OF THE UNIVERSITY OF WASHINGTON SCHOOL OF MEDICINE. THE REVIEW RELIES ON COMPARISON OF COMPENSATION TO SIMILARLY SITUATED INDIVIDUALS, IN LIKE-SIZED ORGANIZATIONS ENGAGED IN SIMILAR ACTIVITIES. THE COMPARISON IS PERFORMED BY AN INDEPENDENT CONTRACTOR CONSULTANT WITH EXPERIENCE AND EXPERTISE IN COMPENSATION OF ACADEMIC MEDICAL CENTER PERSONNEL. THE COMPENSATION COMPARISON DATA IS REVIEWED BY DISINTERESTED EMPLOYEES OF THE UWSOM, AS PART OF AN OVERALL REVIEW OF COMPENSATION FOR SIMILARLY SITUATED INDIVIDUALS IN OTHER COMPONENTS OF THE UW MEDICINE SYSTEM. THE REVIEW IS PERFORMED REGULARLY, AND DOCUMENTATION IS MAINTAINED BY THE UWSOM. COMPENSATION OF UWP BOARD MEMBERS, INCLUDING THE UWP PRESIDENT, IN THEIR CAPACITY AS UWP MEMBERS EMPLOYED BY UWP AND/OR THE UNIVERSITY OF WASHINGTON SCHOOL OF MEDICINE, IS REVIEWED REGULARLY THROUGH A UNIVERSITY OF WASHINGTON SCHOOL OF MEDICINE PROCESS THAT INVOLVES DISINTERESTED SCHOOL OF MEDICINE EMPLOYEES WHO REVIEW COMPENSATION OF ALL UWSOM FACULTY. FOR UWP MEMBERS, REVIEW OF COMPENSATION ALSO INCLUDES APPLICATION OF THE "UNIVERSITY OF WASHINGTON PHYSICIANS METHOD OR STANDARD REGARDING BASIC INDIVIDUAL CAPS UNDER AMENDED INCOME DISTRIBUTION PLAN, AS OF JULY 1, 2017" (UWP CAP POLICY). THE UWP CAP POLICY LIMITS COMPENSATION OF UWP MEMBERS BY COMPARISON TO OBJECTIVE DATA FOR SIMILAR POSITIONS IN SIMILAR ORGANIZATIONS, SUCH AS THAT ESTABLISHED BY THE AAMC. THE REVIEW IS PERFORMED REGULARLY AND DOCUMENTATION IS MAINTAINED BY THE SCHOOL OF MEDICINE. PART I, LINE 4A: ANTHONY DORSCH RECEIVED A SEVERANCE PAYMENT FROM RELATED ORGANIZATIONS TOTALING $91,314 IN CALENDAR YEAR 2023.
PART I, LINE 7
UWP IS THE PRACTICE PLAN FOR UNIVERSITY OF WASHINGTON FACULTY PHYSICIANS AND HEALTH CARE PRACTITIONERS WHO PROVIDE CLINICAL CARE PRIMARILY TO ADULT PATIENTS. UWP BILLS AND COLLECTS REVENUE GENERATED BY THE CLINICAL SERVICES OF THESE FACULTY MEMBERS. ALL REVENUES COLLECTED BY UWP ARE ALLOCATED IN ACCORDANCE WITH THE ASSOCIATION OF UNIVERSITY PHYSICIANS D/B/A UW PHYSICIANS AMENDED AND RESTATED INCOME DISTRIBUTION PLAN (IDP). UWP MAINTAINS A "MASTER" IDP AND EACH UWP DEPARTMENT OR DIVISION ALSO MAINTAINS A DEPARTMENTAL (OR DIVISIONAL) IDP THAT PROVIDES MORE DETAIL AS TO HOW ADDITIONAL COMPENSATION (INCENTIVE PAYMENT) IS CALCULATED AND PAID TO PARTICIPATING INDIVIDUALS (THE PHYSICIANS AND HEALTH CARE PRACTITIONERS WITH PRACTICE AGREEMENTS MAKING THEM ELIGIBLE FOR INCENTIVE PAYMENTS). DEPARTMENTS AND DIVISIONS ARE COMPRISED OF THE FACULTY MEMBERS WITHIN EACH SPECIALTY OR PRIMARY CARE AREA OF CLINICAL PRACTICE. THE DEPARTMENTAL AND DIVISIONAL IDPS ALIGN WITH THE CLINICAL DEPARTMENTS OF THE UWSOM. EACH CLINICAL DEPARTMENT OF THE UWSOM HAS A DEPARTMENT CHAIR WHO APPROVES THE IDP FOR THE UWP DEPARTMENT/DIVISION. THE UW MEDICINE CEO ALSO MUST APPROVE EACH DEPARTMENT/DIVISION IDP. UNDER ALL IDPS, REVENUES GENERATED BY FACULTY ARE ALLOCATED TO THE FACULTY MEMBER'S DEPARTMENT, AND THE FUNDS FLOW IS SUBJECT TO CERTAIN STANDARDIZED DEDUCTIONS AS FOLLOWS: FIRST, REVENUES ARE USED TO PAY UWP OPERATING EXPENSES. OF THE REMAINING REVENUES, A PORTION IS ALLOCATED TO THE UWSOM CLINICAL MEDICINE FUND. THE REMAINING REVENUES ARE USED TO PAY DEPARTMENT DIRECT CLINICAL COSTS, THEN PHYSICIAN/PRACTITIONER SALARY AND BENEFITS. THERE IS A PERCENTAGE CONTRIBUTION TO DEPARTMENT (AND DIVISION) OPERATIONS AND RESERVE FUNDS, AND FINALLY, A POOL IS CREATED FOR ADDITIONAL COMPENSATION. WHILE SOME ADDITIONAL COMPENSATION MAY BE IN THE FORM OF FIXED PAYMENTS FOR A DEFINED PERIOD, EACH DEPARTMENTAL/DIVISIONAL IDP PROVIDES FOR PARTICIPATING INDIVIDUALS TO RECEIVE VARIABLE ADDITIONAL COMPENSATION. THE METRICS FOR CALCULATING ADDITIONAL COMPENSATION GENERALLY ARE BASED ON WORK PERSONALLY PERFORMED BY THE PRACTICE PLAN PHYSICIAN OR HEALTH CARE PROFESSIONAL DURING THE PERIOD OF RECORD. WHERE PERSONAL WORK IS NOT THE METRIC, THE DEPARTMENTAL TRUSTEE/DEPARTMENTAL CHAIR FOR THE DEPARTMENT ESTABLISHES A PER CAPITA DISTRIBUTION OF THE POOL TO ALL PARTICIPATING INDIVIDUALS. IN ADDITION TO THE UWP DEPARTMENTS THAT CORRESPOND TO THE SCHOOL OF MEDICINE CLINICAL DEPARTMENTS, UWP ALSO HAS SEVERAL DEPARTMENTS COMPRISED OF MULTIPLE SPECIALTIES THAT PRACTICE IN A COMMON CLINICAL SETTING. THE IDPS FOR THOSE DEPARTMENTS ARE SIMILAR TO THOSE FOR THE SCHOOL OF MEDICINE CLINICAL DEPARTMENTS. THE PERCENTAGE OF REVENUES ALLOCATED TO THE DEPARTMENT AND/OR DIVISION OPERATING AND RESERVE FUND IS ESTIMATED BY THE DEPARTMENT AND APPROVED BY THE UW MEDICINE CEO OR HIS DESIGNEE IN A BUDGET ESTABLISHED PRIOR TO THE PERIOD OF RECORD. THE PERIOD OF RECORD IS EITHER A 12-MONTH OR 6-MONTH PERIOD DURING WHICH THE REVENUES AND EXPENSES FOR THE PRACTICE PLAN ARE ALLOCATED. THE ACTUAL PERCENTAGE FOR DEPARTMENTAL/DIVISIONAL OPERATIONS AND RESERVE CONTRIBUTION MAY BE MODIFIED FROM THE ORIGINAL ESTIMATE BASED ON THE OPERATIONAL NEEDS OF THE DEPARTMENT OR DIVISION, AND WHEN THAT OCCURS, THE PERCENTAGE MAY BE ADJUSTED RETROACTIVELY BY THE CHAIR OF THE DEPARTMENT UPON APPROVAL OF THE UW MEDICINE CEO. AT THE END OF THE PERIOD OF RECORD, AMOUNTS REMAINING AFTER ALL ALLOCATIONS HAVE BEEN MADE ARE AVAILABLE TO PAY THE ADDITIONAL COMPENSATION TO PARTICIPATING INDIVIDUALS. ADDITIONAL COMPENSATION IS CALCULATED FOR EACH PARTICIPATING INDIVIDUAL AND THE ADDITIONAL COMPENSATION AMOUNT IS PAID APPROXIMATELY THREE MONTHS LATER. ADDITIONAL COMPENSATION PAYMENTS ARE SUBJECT TO THE COMPENSATION CAP POLICY ADOPTED BY UWP: THE "UWP METHOD OR STANDARD REGARDING BASIC INDIVIDUAL CAPS UNDER AMENDED INCOME DISTRIBUTION PLAN, AS OF JULY 1, 2017." THIS COMPENSATION CAP POLICY LIMITS THE AMOUNT OF COMPENSATION TO INDIVIDUAL PHYSICIANS AND HEALTH CARE PROFESSIONALS BY COMPARISON TO OBJECTIVE DATA FOR LIKE ACTIVITIES AND LIKE PHYSICIANS OR PRACTITIONERS, INCLUDING SURVEYS SUCH AS THE ASSOCIATION OF AMERICAN MEDICAL COLLEGE (AAMC) AND MEDICAL GROUP MANAGEMENT ASSOCIATION (MGMA) COMPENSATION SURVEYS. FOR THE MOST FREQUENTLY USED MEASURE (AAMC SURVEY), THE MAXIMUM "BASIC INDIVIDUAL CAP" GENERALLY IS 90% OF THE APPLICABLE STANDARD OR MEASURE. IF AAMC DATA IS NOT AVAILABLE OR DOES NOT PROVIDE THE MOST APPROPRIATE COMPARATIVE DATA, THE POLICY ALLOWS FOR OTHER COMPARATORS TO BE USED. IN GENERAL, THE 90TH PERCENTILE IS THE MAXIMUM BASIC INDIVIDUAL CAP IMPOSED UNDER ANY SURVEY OR DATA. IN ALL INSTANCES, COMPENSATION IS LIMITED BY A CAP ESTABLISHED USING A COMPARATIVE SURVEY OR DATA DETERMINED BY THE UWSOM PRIOR TO THE PERIOD OF RECORD. BEFORE PAYMENT OF ADDITIONAL COMPENSATION FOLLOWING A PERIOD OF RECORD, UWP REVIEWS AND, WHERE NECESSARY, LIMITS INDIVIDUAL COMPENSATION PURSUANT TO THE APPLICABLE CAP. THUS, WHILE THE AMOUNT OF ADDITIONAL COMPENSATION MAY NOT BE FIXED, THE TOTAL COMPENSATION, INCLUDING BASE SALARY AND ADDITIONAL COMPENSATION, IS SUBJECT TO LIMITS ESTABLISHED BY RELEVANT COMPARATORS.

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
13 May 2025
IRS schema version
2023v6.0
Source object
202541349349307404

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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