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Nonprofiteer
← UNIVERSITY PHYSICIANS & SURGEONS INC

Form 990 for tax year 2022

Filed by UNIVERSITY PHYSICIANS & SURGEONS INC.

Totals

Total revenue
$234,054,946
Total expenses
$238,048,383
Contributions and grants received
$1,717,281
Grants paid
$55,233
Program services expenses (Part IX)
$220,845,416
Management and general expenses
$17,202,967
Fundraising expenses
$0
Program service expenses (Part III)
$220,845,416

Program services were 92.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • VISHAL VERMA

    PHYSICIAN

    Total calculated
    $1,552,290
    From this org
    $1,151,736
    From related orgs
    $24,083
    Other
    $376,471
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $1,151,736 + $24,083 related
    Bonus
    not reported
    Other
    not reported
    Deferred
    $374,949 + $1,522 related
    Nontaxable benefits
    not reported
    Filer's total
    $1,526,685 + $25,605 related

  • NICOLAS PHAN

    PHYSICIAN

    Total calculated
    $1,477,096
    From this org
    $1,346,449
    From related orgs
    $105,849
    Other
    $24,798
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $1,346,449 + $105,849 related
    Bonus
    not reported
    Other
    not reported
    Deferred
    $18,300 + $6,498 related
    Nontaxable benefits
    not reported
    Filer's total
    $1,364,749 + $112,347 related

  • NADIM BOU ZGHEIB

    PHYSICIAN

    Total calculated
    $1,379,405
    From this org
    $1,187,787
    From related orgs
    $69,089
    Other
    $122,529
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $1,187,787 + $69,089 related
    Bonus
    not reported
    Other
    not reported
    Deferred
    $118,300 + $4,229 related
    Nontaxable benefits
    not reported
    Filer's total
    $1,306,087 + $73,318 related

  • ALI OLIASHIRAZI

    PHYSICIAN

    Total calculated
    $1,341,213
    From this org
    $961,500
    From related orgs
    $343,113
    Other
    $36,600
    Hours/week
    80

    Schedule J breakdown matched by us

    Base
    $961,500 + $343,113 related
    Bonus
    not reported
    Other
    not reported
    Deferred
    $18,300 + $18,300 related
    Nontaxable benefits
    not reported
    Filer's total
    $979,800 + $361,413 related

  • MUHAMMAD OMER JAMIL

    PHYSICIAN

    Total calculated
    $1,095,625
    From this org
    $1,053,728
    From related orgs
    $22,075
    Other
    $19,822
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $1,053,728 + $22,075 related
    Bonus
    not reported
    Other
    not reported
    Deferred
    $18,300 + $1,522 related
    Nontaxable benefits
    not reported
    Filer's total
    $1,072,028 + $23,597 related

  • PAUL FERGUSON

    FORMER DIREC

    Total calculated
    $987,911
    From this org
    $864,912
    From related orgs
    $98,140
    Other
    $24,859
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $864,912 + $98,140 related
    Bonus
    not reported
    Other
    not reported
    Deferred
    $18,300 + $6,559 related
    Nontaxable benefits
    not reported
    Filer's total
    $883,212 + $104,699 related

  • JOSEPH SHAPIRO

    FORMER CHAIR

    Total calculated
    $854,156
    From this org
    $352,677
    From related orgs
    $338,671
    Other
    $162,808
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $352,677 + $338,671 related
    Bonus
    not reported
    Other
    not reported
    Deferred
    $144,508 + $18,300 related
    Nontaxable benefits
    not reported
    Filer's total
    $497,185 + $356,971 related

  • MEHIAR EL-HAMDANI

    DIRECTOR

    Total calculated
    $732,153
    From this org
    $449,240
    From related orgs
    $249,084
    Other
    $33,829
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $449,240 + $249,084 related
    Bonus
    not reported
    Other
    not reported
    Deferred
    $18,300 + $15,529 related
    Nontaxable benefits
    not reported
    Filer's total
    $467,540 + $264,613 related

  • BOBBY MILLER

    CHAIRMAN

    Total calculated
    $552,787
    From this org
    $364,426
    From related orgs
    $159,886
    Other
    $28,475
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $364,426 + $159,886 related
    Bonus
    not reported
    Other
    not reported
    Deferred
    $18,300 + $10,175 related
    Nontaxable benefits
    not reported
    Filer's total
    $382,726 + $170,061 related

  • DANA LYCANS

    DIRECTOR

    Total calculated
    $518,740
    From this org
    $477,269
    From related orgs
    $21,660
    Other
    $19,811
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $477,269 + $21,660 related
    Bonus
    not reported
    Other
    not reported
    Deferred
    $18,300 + $1,511 related
    Nontaxable benefits
    not reported
    Filer's total
    $495,569 + $23,171 related

  • LARRY DIAL

    FORMER VICE-

    Total calculated
    $517,006
    From this org
    $474,611
    From related orgs
    $22,523
    Other
    $19,872
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $474,611 + $22,523 related
    Bonus
    not reported
    Other
    not reported
    Deferred
    $18,300 + $1,572 related
    Nontaxable benefits
    not reported
    Filer's total
    $492,911 + $24,095 related

  • ANTHONY ALBERICO

    DIRECTOR

    Total calculated
    $500,899
    From this org
    $415,676
    From related orgs
    $62,822
    Other
    $22,401
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $415,676 + $62,822 related
    Bonus
    not reported
    Other
    not reported
    Deferred
    $18,300 + $4,101 related
    Nontaxable benefits
    not reported
    Filer's total
    $433,976 + $66,923 related

  • KRISTA DENNING

    FORMER DIREC

    Total calculated
    $485,247
    From this org
    $396,635
    From related orgs
    $66,908
    Other
    $21,704
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $396,635 + $66,908 related
    Bonus
    not reported
    Other
    not reported
    Deferred
    $17,498 + $4,206 related
    Nontaxable benefits
    not reported
    Filer's total
    $414,133 + $71,114 related

  • PAULETTE WEHNER

    SECRETARY/TR

    Total calculated
    $440,804
    From this org
    $204,496
    From related orgs
    $212,280
    Other
    $24,028
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $204,496 + $212,280 related
    Bonus
    not reported
    Other
    not reported
    Deferred
    $10,770 + $13,258 related
    Nontaxable benefits
    not reported
    Filer's total
    $215,266 + $225,538 related

  • DAVID JUDE

    DIRECTOR

    Total calculated
    $435,045
    From this org
    $315,300
    From related orgs
    $95,344
    Other
    $24,401
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $315,300 + $95,344 related
    Bonus
    not reported
    Other
    not reported
    Deferred
    $18,300 + $6,101 related
    Nontaxable benefits
    not reported
    Filer's total
    $333,600 + $101,445 related

  • JOSEPH EVANS

    VICE-CHAIRMA

    Total calculated
    $434,053
    From this org
    $358,491
    From related orgs
    $53,948
    Other
    $21,614
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $358,491 + $53,948 related
    Bonus
    not reported
    Other
    not reported
    Deferred
    $18,300 + $3,314 related
    Nontaxable benefits
    not reported
    Filer's total
    $376,791 + $57,262 related

  • STEPHEN PETRANY

    DIRECTOR

    Total calculated
    $432,749
    From this org
    $183,428
    From related orgs
    $226,180
    Other
    $23,141
    Hours/week
    30

    Schedule J breakdown matched by us

    Base
    $183,428 + $226,180 related
    Bonus
    not reported
    Other
    not reported
    Deferred
    $7,286 + $15,855 related
    Nontaxable benefits
    not reported
    Filer's total
    $190,714 + $242,035 related

  • BETH HAMMERS

    CEO

    Total calculated
    $395,861
    From this org
    $377,561
    From related orgs
    $0
    Other
    $18,300
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $377,561
    Bonus
    not reported
    Other
    not reported
    Deferred
    $18,300
    Nontaxable benefits
    not reported
    Filer's total
    $395,861

  • JAMES BECKER

    DIRECTOR

    Total calculated
    $347,430
    From this org
    $249,000
    From related orgs
    $79,763
    Other
    $18,667
    Hours/week
    25

    Schedule J breakdown matched by us

    Base
    $249,000 + $79,763 related
    Bonus
    not reported
    Other
    not reported
    Deferred
    $13,500 + $5,167 related
    Nontaxable benefits
    not reported
    Filer's total
    $262,500 + $84,930 related

  • SUSAN FLESHER

    DIRECTOR

    Total calculated
    $345,641
    From this org
    $269,980
    From related orgs
    $56,426
    Other
    $19,235
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $269,980 + $56,426 related
    Bonus
    not reported
    Other
    not reported
    Deferred
    $15,779 + $3,456 related
    Nontaxable benefits
    not reported
    Filer's total
    $285,759 + $59,882 related

  • MARK STUDENY

    FORMER DIREC

    Total calculated
    $338,292
    From this org
    $188,081
    From related orgs
    $130,878
    Other
    $19,333
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $188,081 + $130,878 related
    Bonus
    not reported
    Other
    not reported
    Deferred
    $11,285 + $8,048 related
    Nontaxable benefits
    not reported
    Filer's total
    $199,366 + $138,926 related

  • JESSIE SHIELDS

    FORMER DIREC

    Total calculated
    $272,926
    From this org
    $208,576
    From related orgs
    $50,054
    Other
    $14,296
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $208,576 + $50,054 related
    Bonus
    not reported
    Other
    not reported
    Deferred
    $11,081 + $3,215 related
    Nontaxable benefits
    not reported
    Filer's total
    $219,657 + $53,269 related

  • JOHN M STRAUB

    CFO

    Total calculated
    $268,472
    From this org
    $254,140
    From related orgs
    $0
    Other
    $14,332
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $254,140
    Bonus
    not reported
    Other
    not reported
    Deferred
    $14,332
    Nontaxable benefits
    not reported
    Filer's total
    $268,472

  • SHANNON BROWNING

    CMIO

    Total calculated
    $267,114
    From this org
    $161,266
    From related orgs
    $92,298
    Other
    $13,550
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $161,266 + $92,298 related
    Bonus
    not reported
    Other
    not reported
    Deferred
    $7,500 + $6,050 related
    Nontaxable benefits
    not reported
    Filer's total
    $168,766 + $98,348 related

  • MICHAEL MCCARTHY

    CIO

    Total calculated
    $223,428
    From this org
    $112,435
    From related orgs
    $99,484
    Other
    $11,509
    Hours/week
    30

    Schedule J breakdown matched by us

    Base
    $112,435 + $99,484 related
    Bonus
    not reported
    Other
    not reported
    Deferred
    $5,216 + $6,293 related
    Nontaxable benefits
    not reported
    Filer's total
    $117,651 + $105,777 related

  • NATHAN WARD

    COO

    Total calculated
    $212,721
    From this org
    $201,139
    From related orgs
    $0
    Other
    $11,582
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $201,139
    Bonus
    not reported
    Other
    not reported
    Deferred
    $11,582
    Nontaxable benefits
    not reported
    Filer's total
    $212,721

  • MICHAEL CHIRICO

    CSO

    Total calculated
    $185,803
    From this org
    $175,303
    From related orgs
    $0
    Other
    $10,500
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $175,303
    Bonus
    not reported
    Other
    not reported
    Deferred
    $10,500
    Nontaxable benefits
    not reported
    Filer's total
    $185,803

  • F LAYTON COTTRILL

    MARSHALL DES

    Total calculated
    $156,411
    From this org
    $21,292
    From related orgs
    $126,748
    Other
    $8,371
    Hours/week
    1

    Schedule J breakdown matched by us

    Base
    $21,292 + $126,748 related
    Bonus
    not reported
    Other
    not reported
    Deferred
    $623 + $7,748 related
    Nontaxable benefits
    not reported
    Filer's total
    $21,915 + $134,496 related

  • SHEANNA SPENCE

    CMO

    Total calculated
    $83,074
    From this org
    $78,325
    From related orgs
    $0
    Other
    $4,749
    Hours/week
    40

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 — 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 · Written employment contract
  • 3 · Compensation survey or study
  • 4b · Supplemental nonqualified retirement plan
  • 6a · Pay contingent on this organization's net earnings

Answered no

  • 4a · Severance or change-of-control payment
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

SCHEDULE J, PAGE 1, PART I, LINE 6A
ADDITIONAL SALARY SUPPLEMENTS PAID BY THE CORPORATION MAY BE AUTHORIZED FROM CLINICAL SERVICE INCOME SUBJECT TO THE SPECIFIC WRITTEN RECOMMENDATION OF THE DEPARTMENT CHAIR AND WRITTEN APPROVAL OF THE DEAN. SUCH SUPPLEMENTS ARE SUBJECT TO THE AVAILABILITY OF FUNDS AND ARE THEREFORE, DISCRETIONARY IN NATURE AND ARE NOT GUARANTEED. THE PAYMENT OF SUCH A SUPPLEMENT DOES NOT GUARANTEE FURTHER SUPPLEMENTS OR AFFECT THE SALARY COMPONENTS.
SCHEDULE J, PART III
PART I, LINE 4B: EFFECTIVE JULY 1, 2019, THE CORPORATION ESTABLISHED A NON-QUALIFIED EXECUTIVE BENEFIT PLAN FOR KEY EMPLOYEES KNOWN AS THE MARSHALL HEALTH CAPITAL ACCUMULATION PROGRAM (MHCAP). THE MHCAP IS BEING FUNDED VIA LIFE INSURANCE POLICIES, AND SPLIT DOLLAR LOAN AGREEMENTS HAVE BEEN ENTERED INTO WITH THE PARTICIPANTS COVERED UNDER THE PLAN. AS PART OF THE SPLIT DOLLAR LOAN AGREEMENTS, THE PARTICIPANTS HAVE ASSIGNED THE POLICIES TO THE CORPORATION AS COLLATERAL. THIS ASSIGNMENT SECURES REPAYMENT OF ANY ADVANCES AND ACCRUED INTEREST FOR THE POLICY PREMIUMS. THE LOANS BEAR INTEREST AT THE APPLICABLE FEDERAL RATE UNDER INTERNAL REVENUE CODE SECTION 1274(D) IN EFFECT ON THE DATE OF THE LOAN. THE RATE IS BASED ON THE PARTICIPANTS' LIFE EXPECTANCY AND THE COMPOUNDING PERIOD AS PROVIDED IN TREASURY REGULATION SECTION 1.7872-15. REPAYMENT OF THE LOANS OCCURS AT THE TIME OF DEATH OF THE PARTICIPANTS. REFER TO SCHEDULE L FOR MORE INFORMATION.

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.

Provenance

Return type
form_990
Tax year
2022
Filed
14 May 2024
IRS schema version
2022v5.0
Source object
202431359349302693

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