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← UNIVERSITY MEDICAL FOUNDATION INC

Form 990 for tax year 2023

Filed by UNIVERSITY MEDICAL FOUNDATION INC.

Totals

Total revenue
$61,396
Total expenses
$510,666
Contributions and grants received
$0
Grants paid
$500,000
Program service revenue
-$45,043
Investment income
$106,439
Other revenue
$0
Total assets, end of year
$15,209,155
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$15,209,155
Program services expenses (Part IX)
$500,000
Management and general expenses
$10,666
Fundraising expenses
$0
Program service expenses (Part III)
$500,000

Program services were 97.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • KIM WILLIAMS MD

    PRESIDENT

    Total calculated
    $900,205
    From this org
    $0
    From related orgs
    $840,900
    Other
    $59,305
    Hours/week
    0.1

    Schedule J breakdown matched by us

    Base
    $0 + $840,900 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $42,475 related
    Nontaxable benefits
    $0 + $16,830 related
    Filer's total
    $0 + $900,205 related

  • ROSEMARY OUSEPH

    VICE PRESIDENT

    Total calculated
    $484,432
    From this org
    $0
    From related orgs
    $458,871
    Other
    $25,561
    Hours/week
    0.1

    Schedule J breakdown matched by us

    Base
    $0 + $458,871 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $10,000 related
    Nontaxable benefits
    $0 + $15,561 related
    Filer's total
    $0 + $484,432 related

  • KEVIN HOLLAND END 223

    TREASURER

    Total calculated
    $98,580
    From this org
    $0
    From related orgs
    $91,459
    Other
    $7,121
    Hours/week
    0.1

  • SHERRY HERTEL

    SECTRETARY

    Total calculated
    $150,041
    From this org
    $0
    From related orgs
    $126,026
    Other
    $24,015
    Hours/week
    0.1

    Schedule J breakdown matched by us

    Base
    $0 + $126,026 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $9,720 related
    Nontaxable benefits
    $0 + $14,295 related
    Filer's total
    $0 + $150,041 related

  • JENNIFER KOCH

    TRUSTEE

    Total calculated
    $389,945
    From this org
    $0
    From related orgs
    $330,940
    Other
    $59,005
    Hours/week
    0.1

    Schedule J breakdown matched by us

    Base
    $0 + $330,940 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $43,960 related
    Nontaxable benefits
    $0 + $15,045 related
    Filer's total
    $0 + $389,945 related

  • CLAY SMITH

    TRUSTEE

    Total calculated
    $369,373
    From this org
    $0
    From related orgs
    $310,605
    Other
    $58,768
    Hours/week
    0.1

    Schedule J breakdown matched by us

    Base
    $0 + $310,605 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $43,919 related
    Nontaxable benefits
    $0 + $14,849 related
    Filer's total
    $0 + $369,373 related

  • IAN SMITH START 223

    TREASURER

    Total calculated
    $168,770
    From this org
    $0
    From related orgs
    $156,216
    Other
    $12,554
    Hours/week
    0.1

    Schedule J breakdown matched by us

    Base
    $0 + $156,216 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $3,725 related
    Nontaxable benefits
    $0 + $8,829 related
    Filer's total
    $0 + $168,770 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

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

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.

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.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • UNIVERSITY MEDICAL ASSOCIATES PSC

    C · MEDICAL PRACTICE · KY

  • UNIVERSITY ASSOCIATES IN DERMATOLOGY

    C · MEDICAL PRACTICE · KY

Provenance

Return type
form_990
Tax year
2023
Filed
29 April 2025
IRS schema version
2023v6.0
Source object
202541299349304159

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