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Nonprofiteer
← UNIVERSITY HEALTH CARE FOUNDATION INC

Form 990 for tax year 2023

Filed by UNIVERSITY HEALTH CARE FOUNDATION INC.

Totals

Total revenue
$3,455,435
Total expenses
$245,628
Contributions and grants received
$3,186,583
Grants paid
$42,000
Program service revenue
$0
Investment income
$221,954
Other revenue
$46,898
Total assets, end of year
$39,923,527
Total liabilities, end of year
$64,374
Net assets or fund balances, end of year
$39,859,153
Program services expenses (Part IX)
$227,225
Management and general expenses
$18,403
Fundraising expenses
$0
Program service expenses (Part III)
$227,225

Program services were 92.5% 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.

  • 1c · Fundraising events

    $771,274

  • 1f · All other contributions, gifts and grants

    $2,415,309

  • 1g · Noncash contributions included above

    $177,702

  • 2f · All other program service revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 3 · Investment income

    total $221,954 · related or exempt $0 · unrelated business $92,479 · excluded $129,475

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 7c · Gain or loss

    securities $0 · other assets $0

  • 8a · Fundraising events: gross income

    $120,000

  • 8a · Fundraising events: contributions included on line 1c

    $771,274

  • 8b · Fundraising events: direct expenses

    $87,433

  • 8c · Net income from fundraising events

    total $32,567 · unrelated business $0 · excluded $32,567

  • 9a · Gaming: gross income

    $42,052

  • 9b · Gaming: direct expenses

    $27,721

  • 9c · Net income from gaming

    total $14,331 · related or exempt $0 · unrelated business $0 · excluded $14,331

  • 11d · All other revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 11e · Other revenue, total

    $0

Functional expenses

Part IX, the statement of functional expenses.

  • 2 · Grants to domestic individuals

    total $42,000 · program services $42,000

  • 7 · Other salaries and wages

    total $224,164 · program services $161,488 · management and general $62,676 · fundraising $0

  • 9 · Other employee benefits

    total $20,970 · program services $15,107 · management and general $5,863 · fundraising $0

  • 11g · Fees: other

    total $95,242 · program services $95,242 · management and general $0 · fundraising $0

  • 12 · Advertising and promotion

    total $5,924 · program services $5,924 · management and general $0 · fundraising $0

  • 13 · Office expenses

    total $94,318 · program services $67,947 · management and general $26,371 · fundraising $0

  • 17 · Travel

    total $2,972 · program services $2,972 · management and general $0 · fundraising $0

  • 22 · Depreciation, depletion and amortization

    total $5,063 · program services $5,063 · management and general $0 · fundraising $0

  • 23 · Insurance

    total $3,563 · program services $2,567 · management and general $996 · fundraising $0

  • 24a · Other expenses: OTHER ADMINISTRATIVE EXPENSE

    total $141,247 · program services $101,754 · management and general $39,493 · fundraising $0

  • 24b · Other expenses: SUPPLIES

    total $27,616 · program services $27,616 · management and general $0 · fundraising $0

  • 24c · Other expenses: PROFESSIONAL DUES

    total $990 · program services $990 · management and general $0 · fundraising $0

  • 24d · Other expenses: FUND TRANSFER

    total -$418,441 · program services -$301,445 · management and general -$116,996 · fundraising $0

  • 24e · All other expenses

    total $0 · program services $0 · management and general $0 · fundraising $0

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $4,663,379 · end of year $7,500

  • 3 · Pledges and grants receivable

    beginning of year $1,413,494 · end of year $787,202

  • 4 · Accounts receivable

    beginning of year $100 · end of year $100

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

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

    $0

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

    $0

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $0

  • 11 · Investments: publicly traded securities

    beginning of year $36,456,902 · end of year $38,449,624

  • 12 · Investments: other securities

    beginning of year $126,845 · end of year $426,910

  • 13 · Investments: program-related

    beginning of year $0

  • 15 · Other assets

    beginning of year $22,605 · end of year $252,191

  • 17 · Accounts payable and accrued expenses

    beginning of year $7,527 · end of year -$334

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $92,382 · end of year $64,708

  • 27 · Net assets without donor restrictions

    beginning of year $2,080,335 · end of year -$1,848,276

  • 28 · Net assets with donor restrictions

    beginning of year $40,503,081 · end of year $41,707,429

Mission and programs · 2023

Mission

UNIVERSITY HEALTH CARE FOUNDATION WAS ESTABLISHED TO RAISE FUNDS AND TO SUPPORT THE VARIOUS PROGRAMS OF UNIVERSITY HEALTH SERVICES IN ITS MISSION TO PROVIDE HIGH QUALITY HEALTH CARE SERVICES TO THE COMMUNITY.

Activities or mission (Part I)

TO ENSURE THAT UNIVERSITY HEALTH SERVICES HAS THE RESOURCES NEEDED TO CARE FOR THE COMMUNITY AND TO FILL ITS PURPOSE TO MAKE A POSITIVE DIFFERENCE IN EVERY LIFE TOUCHED.

  • SUPPORT OF UNIVERSITY HEALTH SERVICES RELATING TO HOSPITAL SERVICES AS WELL AS PROVIDING ASSISTANCE TO THE INDIGENT POPULATION.

    Expenses $227,225 · Grants $42,000

As filed on the 2023 return.

Listed in Part VII

  • Dr Cargill Alleyne

    BOARD MEMBER

    Total calculated
    $1,189,150
    From this org
    $0
    From related orgs
    $1,160,972
    Other
    $28,178
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $775,593 related
    Bonus
    $0
    Other
    $0 + $385,379 related
    Deferred
    $0 + $12,370 related
    Nontaxable benefits
    $0 + $15,808 related
    Filer's total
    $0 + $1,189,150 related

  • Dr Jed Howington

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Dr Joshua Rafoth

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Mr Brian Rhodes

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Mr David Hogg Jr

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Mr Jay Murray

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Mr Mark Wills

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Mr Philip Gaffney

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Mr Robin S Dudley

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Mr Tom Wyatt

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Ms Anne Trotter

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Ms Becky Smith

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Ms Taite Sasnett

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Dr Lily Henson

    CEO

    Total calculated
    $897,733
    From this org
    $0
    From related orgs
    $869,135
    Other
    $28,598
    Hours/week
    5 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $510,077 related
    Bonus
    $0 + $207,269 related
    Other
    $0 + $151,789 related
    Deferred
    $0 + $19,800 related
    Nontaxable benefits
    $0 + $8,798 related
    Filer's total
    $0 + $897,733 related

  • Mr Thomas Arnold

    TREASURER/CFO PHC

    Total calculated
    $1,307,608
    From this org
    $0
    From related orgs
    $1,268,098
    Other
    $39,510
    Hours/week
    1 + 54 related

    Schedule J breakdown matched by us

    Base
    $0 + $711,656 related
    Bonus
    $0 + $360,250 related
    Other
    $0 + $196,192 related
    Deferred
    $0 + $19,800 related
    Nontaxable benefits
    $0 + $19,710 related
    Filer's total
    $0 + $1,307,608 related

  • Ms Elizabeth Leddy

    SECRETARY/CLO PHC

    Total calculated
    $1,204,873
    From this org
    $0
    From related orgs
    $1,164,523
    Other
    $40,350
    Hours/week
    1 + 54 related

    Schedule J breakdown matched by us

    Base
    $0 + $612,535 related
    Bonus
    $0 + $395,529 related
    Other
    $0 + $156,459 related
    Deferred
    $0 + $19,800 related
    Nontaxable benefits
    $0 + $20,550 related
    Filer's total
    $0 + $1,204,873 related

  • Ms Laurie Ott Smith

    PRESIDENT UHCF

    Total calculated
    $348,704
    From this org
    $0
    From related orgs
    $323,379
    Other
    $25,325
    Hours/week
    20 + 20 related

    Schedule J breakdown matched by us

    Base
    $0 + $278,852 related
    Bonus
    $0 + $28,870 related
    Other
    $0 + $15,657 related
    Deferred
    $0 + $16,445 related
    Nontaxable benefits
    $0 + $8,880 related
    Filer's total
    $0 + $348,704 related

  • Mr David Belkoski

    CFO

    Total calculated
    $743,353
    From this org
    $0
    From related orgs
    $707,056
    Other
    $36,297
    Hours/week
    5 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $511,284 related
    Bonus
    $0 + $87,759 related
    Other
    $0 + $108,013 related
    Deferred
    $0 + $19,800 related
    Nontaxable benefits
    $0 + $16,497 related
    Filer's total
    $0 + $743,353 related

  • Mr James R Davis

    FORMER CEO

    Total calculated
    $2,152,034
    From this org
    $0
    From related orgs
    $2,152,034
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $48,965 related
    Bonus
    $0 + $75,324 related
    Other
    $0 + $2,027,745 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $2,152,034 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
  • 4b · Supplemental nonqualified retirement plan
  • 7 · Other non-fixed payments

Answered no

  • 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)

Schedule J, Part I, Line 4a Severance or change-of-control payment
JAMES R. DAVIS RECEIVED A SEVERANCE PAYMENT OF $1,868,723 DURING CALENDAR YEAR 2023.
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan
THE FOLLOWING INDIVIDUALS RECEIVED PAYMENTS FROM THEIR SUPPLEMENTAL EXECUTIVE RETIREMENT PLANS: THOMAS ARNOLD $107,975 ELIZABETH LEDDY $93,683 DR. LILY HENSON PARTICIPATED IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN BUT DID NOT RECEIVE A CURRENT YEAR PAYMENT.
Schedule J, Part I, Line 7 Non-fixed payments
CERTAIN EMPLOYEES PARTICIPATED IN AN "ANNUAL INCENTIVE PLAN" UNDER WHICH THEY RECEIVED NON-FIXED BONUS PAYMENTS BASED ON JOB LEVEL AND SEVERAL DIFFERENT PERFORMANCE METRICS.

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.

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 partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • GA SURG CTR PCHTREE

    N/A · SURGERY · GA

    Directly controlled by NA

  • ORTHOATLANTA SURGERY CENTER FAYETTEVILLE

    N/A · SURGERY · GA

    Directly controlled by NA

  • ATHENS ASC HOLDINGS LLC

    N/A · SURGERY · GA

    Directly controlled by NA

  • COLUMBUS DIAGNOSTIC IMAGING CTR

    N/A · IMAGING · GA

    Directly controlled by NA

  • THE SURGERY CENTER LLC

    N/A · SURGERY · GA

    Directly controlled by NA

  • PIEDMONT ENCOMPASS REHABILITATION HOSPITALS

    N/A · HEALTHCARE · DE

    Directly controlled by NA

  • COLISEUM SAME DAY SURGERY CTR

    N/A · SURGERY · GA

    Directly controlled by NA

Related corporations and trusts

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

  • PIEDMONT MEDICAL CARE CORPORATION

    C Corporation · HEALTHCARE · GA

    Directly controlled by NA

  • THE PIEDMONT CLINIC INC

    C Corporation · HEALTHCARE · GA

    Directly controlled by NA

  • PIEDMONT HEART INSTITUTE PHYSICIANS INC

    C Corporation · HEALTHCARE · GA

    Directly controlled by NA

  • AMSTER MCRAE INSURANCE COMPANY SPC

    C Corporation · RELATED INSURANCE · CJ

    Directly controlled by NA

  • COLUMBUS HEALTHCARE RESOURCES

    C Corporation · HEALTHCARE · GA

    Directly controlled by NA

  • COLUMBUS HEALTH SERVICES INC

    C Corporation · HEALTHCARE · GA

    Directly controlled by NA

  • UNIVERSITY HEALTH RESOURCES INC

    C Corporation · HEALTHCARE · GA

    Directly controlled by NA

  • UNIVERSITY HOSPITAL AIKEN INC

    C Corporation · HOSPITAL · SC

    Directly controlled by NA

Provenance

Return type
form_990
Tax year
2023
Filed
15 May 2025
IRS schema version
2023v6.0
Source object
202531359349313423

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