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Nonprofiteer
← UPPER PENINSULA HEALTH EDUCATION CORPORATION

Form 990 for tax year 2023

Filed by UPPER PENINSULA HEALTH EDUCATION CORPORATION.

Totals

Total revenue
$4,788,285
Total expenses
$3,882,566
Contributions and grants received
$88,105
Grants paid
$94,920
Program service revenue
$4,691,188
Investment income
$8,992
Other revenue
$0
Total assets, end of year
$3,869,117
Total liabilities, end of year
$377,728
Net assets or fund balances, end of year
$3,491,389
Program services expenses (Part IX)
$3,802,869
Management and general expenses
$79,697
Fundraising expenses
$0
Program service expenses (Part III)
$3,802,869

Program services were 97.9% 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

    $88,105

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

    total $3,846,541 · related or exempt $3,846,541

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

    total $773,380 · related or exempt $773,380

  • 2c · Program service revenue: SERVICE FEE INCOME

    total $66,870 · related or exempt $66,870

  • 2d · Program service revenue: RESIDENCY ACTIVITY FUND

    total $4,397 · related or exempt $4,397

  • 3 · Investment income

    total $5,527 · excluded $5,527

  • 7a · Gross sales of assets other than inventory

    securities $16,717

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

    securities $13,252

  • 7c · Gain or loss

    securities $3,465

  • 7d · Net gain or loss

    total $3,465 · related or exempt $3,465

Functional expenses

Part IX, the statement of functional expenses.

  • 2 · Grants to domestic individuals

    total $94,920 · program services $94,920

  • 5 · Compensation of officers, directors and key employees

    total $2,198,116 · program services $2,198,116

  • 7 · Other salaries and wages

    total $714,160 · program services $689,213 · management and general $24,947

  • 8 · Pension plan contributions

    total $91,623 · program services $90,693 · management and general $930

  • 9 · Other employee benefits

    total $258,732 · program services $250,882 · management and general $7,850

  • 11c · Fees: accounting

    total $2,855 · management and general $2,855

  • 13 · Office expenses

    total $23,443 · program services $18,645 · management and general $4,798

  • 14 · Information technology

    total $4,866 · program services $4,866

  • 17 · Travel

    total $60,788 · program services $49,303 · management and general $11,485

  • 22 · Depreciation, depletion and amortization

    total $3,130 · program services $3,130

  • 23 · Insurance

    total $13,824 · management and general $13,824

  • 24a · Other expenses: FACULTY CONTRACTS

    total $146,750 · program services $146,750

  • 24b · Other expenses: CONTRACTED SERVICES

    total $79,885 · program services $79,885

  • 24c · Other expenses: PER DIEM-FACULTY

    total $55,050 · program services $55,050

  • 24d · Other expenses: DUES, MEMBERSHIPS, LICENS

    total $53,784 · program services $53,784

  • 24e · All other expenses

    total $80,640 · program services $67,632 · management and general $13,008

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $2,510,263 · end of year $3,467,527

  • 2 · Savings and temporary cash investments

    beginning of year $299,130 · end of year $316,053

  • 4 · Accounts receivable

    beginning of year $835 · end of year $24,512

  • 7 · Other notes and loans receivable

    beginning of year $550 · end of year $550

  • 9 · Prepaid expenses and deferred charges

    beginning of year $55,978 · end of year $50,680

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

    $481,444

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

    $471,649

  • 10c · Land, buildings and equipment, net

    beginning of year $10,626 · end of year $9,795

  • 17 · Accounts payable and accrued expenses

    beginning of year $276,388 · end of year $341,486

  • 19 · Deferred revenue

    beginning of year $37,798 · end of year $36,242

  • 27 · Net assets without donor restrictions

    beginning of year $2,224,038 · end of year $3,152,152

  • 28 · Net assets with donor restrictions

    beginning of year $339,158 · end of year $339,237

Mission and programs · 2023

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 $3,071,850 · Grants $74,920 · Revenue $3,884,373

  • 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 $731,019 · Grants $20,000 · Revenue $806,815

As filed on the 2023 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
    $369,518
    From this org
    $322,763
    From related orgs
    $0
    Other
    $46,755
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $322,763
    Bonus
    not reported
    Other
    not reported
    Deferred
    $46,755
    Nontaxable benefits
    not reported
    Filer's total
    $369,518

  • Brian G Waite

    PROGRAM DIRE

    Total calculated
    $322,124
    From this org
    $275,481
    From related orgs
    $0
    Other
    $46,643
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $275,481
    Bonus
    not reported
    Other
    not reported
    Deferred
    $46,643
    Nontaxable benefits
    not reported
    Filer's total
    $322,124

  • Lara Clary-Lantis

    PHYSICIAN

    Total calculated
    $318,436
    From this org
    $279,140
    From related orgs
    $0
    Other
    $39,296
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $279,140
    Bonus
    not reported
    Other
    not reported
    Deferred
    $39,296
    Nontaxable benefits
    not reported
    Filer's total
    $318,436

  • Dexter Clark

    PHYSICIAN

    Total calculated
    $314,619
    From this org
    $266,562
    From related orgs
    $0
    Other
    $48,057
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $266,562
    Bonus
    not reported
    Other
    not reported
    Deferred
    $48,057
    Nontaxable benefits
    not reported
    Filer's total
    $314,619

  • Suzanne Clarke

    PHYSICIAN

    Total calculated
    $297,182
    From this org
    $274,711
    From related orgs
    $0
    Other
    $22,471
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $274,711
    Bonus
    not reported
    Other
    not reported
    Deferred
    $22,471
    Nontaxable benefits
    not reported
    Filer's total
    $297,182

  • Steven M Dowdy MD

    PHYSICIAN

    Total calculated
    $296,169
    From this org
    $282,934
    From related orgs
    $0
    Other
    $13,235
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $282,934
    Bonus
    not reported
    Other
    not reported
    Deferred
    $13,235
    Nontaxable benefits
    not reported
    Filer's total
    $296,169

  • Meredith Buck

    PHYSICIAN

    Total calculated
    $261,292
    From this org
    $249,030
    From related orgs
    $0
    Other
    $12,262
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $249,030
    Bonus
    not reported
    Other
    not reported
    Deferred
    $12,262
    Nontaxable benefits
    not reported
    Filer's total
    $261,292

  • Ashley Parent

    PHYSICIAN

    Total calculated
    $247,677
    From this org
    $240,213
    From related orgs
    $0
    Other
    $7,464
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $240,213
    Bonus
    not reported
    Other
    not reported
    Deferred
    $7,464
    Nontaxable benefits
    not reported
    Filer's total
    $247,677

  • Kelly Mahar

    PHYSICIAN

    Total calculated
    $221,592
    From this org
    $183,490
    From related orgs
    $0
    Other
    $38,102
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $183,490
    Bonus
    not reported
    Other
    not reported
    Deferred
    $38,102
    Nontaxable benefits
    not reported
    Filer's total
    $221,592

  • Peter Camilli

    PRESIDENT

    Total calculated
    $0

  • Tonya Darner

    DIRECTOR

    Total calculated
    $0

  • Jerry Kooiman

    VICE PRESIDE

    Total calculated
    $0

  • Andrea Wendling MD

    DIRECTOR

    Total calculated
    $0

  • Aron Sousa MD

    DIRECTOR

    Total calculated
    $0

  • Lisa Long 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
2023
Filed
5 May 2025
IRS schema version
2023v6.0
Source object
202501299349302020

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