Form 990 for tax year 2024
Filed by UNIVERSITY HEALTHCARE ALLIANCE.
Totals
- Total revenue
- $340,119,039
- Total expenses
- $425,003,992
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $338,325,544
- Investment income
- $1,802,315
- Other revenue
- -$8,820
- Total assets, end of year
- $190,105,585
- Total liabilities, end of year
- $105,428,447
- Net assets or fund balances, end of year
- $84,677,138
- Program services expenses (Part IX)
- $364,150,388
- Management and general expenses
- $60,853,604
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $364,150,388
Program services were 85.7% 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.
-
1e · Government grants (contributions)
$0
-
2a · Program service revenue: PATIENT SERVICE REVENUE
total $301,227,314 · related or exempt $301,227,314 · unrelated business $0 · excluded $0
-
2b · Program service revenue: MEDICARE SHARED SAVINGS PROGRAM (MSSP)
total $25,974,064 · related or exempt $25,974,064 · unrelated business $0 · excluded $0
-
2c · Program service revenue: ON CALL COVERAGE/PHYSICIAN OUTSIDE REV
total $5,800,926 · related or exempt $5,800,926 · unrelated business $0 · excluded $0
-
2d · Program service revenue: TEACHING REVENUE
total $2,749,207 · related or exempt $2,749,207 · unrelated business $0 · excluded $0
-
2e · Program service revenue: UNDISTRIBUTED EARNINGS - RELATED ENTITY
total $832,847 · related or exempt $832,847 · unrelated business $0 · excluded $0
-
2f · All other program service revenue
total $1,741,186 · related or exempt $1,741,186 · unrelated business $0 · excluded $0
-
3 · Investment income
total $1,802,315 · related or exempt $0 · unrelated business $0 · excluded $1,802,315
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6c · Rental income or loss
real property $0 · personal property $0
-
6d · Net rental income or loss
total $0
-
7d · Net gain or loss
total $0
-
8a · Fundraising events: gross income
$0
-
8b · Fundraising events: direct expenses
$0
-
8c · Net income from fundraising events
total $0
-
9a · Gaming: gross income
$0
-
9b · Gaming: direct expenses
$0
-
9c · Net income from gaming
total $0
-
10a · Gross sales of inventory
$0
-
10b · Cost of goods sold
$0
-
10c · Net income from sales of inventory
total $0
-
11a · Other revenue: LOSS ON DISPOSAL OF ASSETS
total -$8,820 · related or exempt -$8,820
-
11e · Other revenue, total
-$8,820
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $0
-
2 · Grants to domestic individuals
total $0
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $2,624,445 · program services $0 · management and general $2,624,445 · fundraising $0
-
6 · Compensation of disqualified persons
total $302,008 · management and general $302,008
-
7 · Other salaries and wages
total $87,719,339 · program services $61,945,723 · management and general $25,773,616 · fundraising $0
-
8 · Pension plan contributions
total $4,264,789 · program services $2,914,481 · management and general $1,350,308 · fundraising $0
-
9 · Other employee benefits
total $43,957,894 · program services $31,408,706 · management and general $12,549,188 · fundraising $0
-
10 · Payroll taxes
total $5,612,833 · program services $3,835,710 · management and general $1,777,123 · fundraising $0
-
11a · Fees: management
total $1,271,493 · program services $240,954 · management and general $1,030,539 · fundraising $0
-
11b · Fees: legal
total $2,756,188 · program services $0 · management and general $2,756,188 · fundraising $0
-
11c · Fees: accounting
total $223,250 · program services $8,550 · management and general $214,700 · fundraising $0
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $0
-
11g · Fees: other
total $208,228,787 · program services $204,644,000 · management and general $3,584,787 · fundraising $0
-
12 · Advertising and promotion
total $12,688 · program services $1,399 · management and general $11,289 · fundraising $0
-
13 · Office expenses
total $30,699,101 · program services $28,560,253 · management and general $2,138,848 · fundraising $0
-
14 · Information technology
total $6,098,634 · program services $4,561,201 · management and general $1,537,433 · fundraising $0
-
15 · Royalties
total $0
-
16 · Occupancy
total $20,816,346 · program services $18,145,082 · management and general $2,671,264 · fundraising $0
-
17 · Travel
total $202,163 · program services $160,988 · management and general $41,175 · fundraising $0
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $9,894 · program services $2,423 · management and general $7,471 · fundraising $0
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $6,726,353 · program services $5,871,135 · management and general $855,218 · fundraising $0
-
23 · Insurance
total $1,166,348 · program services $109,186 · management and general $1,057,162 · fundraising $0
-
24a · Other expenses: TEMPORARY PERSONNEL
total $966,173 · program services $788,858 · management and general $177,315 · fundraising $0
-
24b · Other expenses: LICENSE & TAXES
total $551,638 · program services $471,635 · management and general $80,003 · fundraising $0
-
24c · Other expenses: MEALS
total $377,117 · program services $326,274 · management and general $50,843 · fundraising $0
-
24d · Other expenses: BANK FEES
total $101,219 · program services $0 · management and general $101,219 · fundraising $0
-
24e · All other expenses
total $315,292 · program services $153,830 · management and general $161,462
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $0 · end of year $0
-
2 · Savings and temporary cash investments
beginning of year $38,509,106 · end of year $40,270,251
-
3 · Pledges and grants receivable
beginning of year $0 · end of year $0
-
4 · Accounts receivable
beginning of year $29,151,358 · end of year $27,499,337
-
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
-
7 · Other notes and loans receivable
beginning of year $14,857,772 · end of year $23,259,438
-
8 · Inventories for sale or use
beginning of year $0 · end of year $0
-
9 · Prepaid expenses and deferred charges
beginning of year $13,451,153 · end of year $15,116,464
-
10a · Land, buildings and equipment: cost or other basis
$78,630,528
-
10b · Land, buildings and equipment: accumulated depreciation
$58,036,222
-
10c · Land, buildings and equipment, net
beginning of year $22,415,473 · end of year $20,594,306
-
11 · Investments: publicly traded securities
beginning of year $0 · end of year $0
-
12 · Investments: other securities
beginning of year $6,192,316 · end of year $7,198,621
-
13 · Investments: program-related
beginning of year $0 · end of year $0
-
14 · Intangible assets
beginning of year $0 · end of year $0
-
15 · Other assets
beginning of year $60,107,514 · end of year $56,167,168
-
17 · Accounts payable and accrued expenses
beginning of year $47,764,869 · end of year $42,387,246
-
18 · Grants payable
beginning of year $0 · end of year $0
-
19 · Deferred revenue
beginning of year $843,179 · end of year $901,843
-
20 · Tax-exempt bond liabilities
beginning of year $0 · end of year $0
-
21 · Escrow or custodial account liability
beginning of year $0 · end of year $0
-
22 · Loans and payables to officers and key people
beginning of year $0 · end of year $0
-
23 · Secured mortgages and notes payable
beginning of year $0 · end of year $0
-
24 · Unsecured notes and loans payable
beginning of year $0 · end of year $0
-
25 · Other liabilities
beginning of year $69,004,494 · end of year $62,139,358
-
27 · Net assets without donor restrictions
beginning of year $67,072,150 · end of year $84,677,138
-
28 · Net assets with donor restrictions
beginning of year $0 · end of year $0
Mission and programs · 2024
Mission
SEE SCHEDULE O.
-
PATIENT CARE: SMP WAS ESTABLISHED AS PART OF THE COORDINATED EFFORTS OF THE MEMBERS TO CREATE AN INTEGRATED SYSTEM OF HEALTHCARE AVAILABLE TO PERSONS OF ALL MEANS. SMP CONTRACTS WITH MEDICAL GROUPS TO PROVIDE OUTPATIENT CARE AT SMP CLINICS, EACH OF WHICH IS ORGANIZED INTO A NAMED CLINICAL OPERATING DIVISION WITHIN SMP. IN FY 2025, SMP OPERATED 5 CLINICAL OPERATING DIVISIONS AND CONTRACTED WITH 3 MEDICAL GROUPS TO PROVIDE THE PROFESSIONAL SERVICES FOR SUCH OPERATING DIVISIONS. SMP IS A PARTICIPATING PROVIDER IN THE MEDICARE AND MEDICAL PROGRAMS. SMP CLINICS PROVIDE MEDICAL CARE AND TREATMENT TO MEDICARE AND MEDICAL BENEFICIARIES ON A NONDISCRIMINATORY BASIS CONSISTENT WITH SMP'S CHARITABLE PURPOSES AND IN SUPPORT OF THE CHARITABLE ACTIVITIES OF THE MEMBERS. SMP SERVES PATIENTS IN SAN MATEO, SANTA CLARA, CONTRA COSTA AND ALAMEDA COUNTIES, CALIFORNIA. OF SUCH PATIENTS THAT ARE BENEFICIARIES UNDER MEDICAL, THE VAST MAJORITY OF SUCH MEDICAL BENEFICIARIES ARE ENROLLED WITH HEALTH MAINTENANCE ORGANIZATION (HMO) - ALAMEDA AND COMMUNITY HEALTH CENTER NETWORK, ALAMEDA ALLIANCE FOR HEALTH. IN ADDITION, SMP PROVIDES FREE AND DISCOUNTED MEDICAL CARE AND TREATMENT TO PATIENTS QUALIFYING FOR SUCH FREE OR DISCOUNTED CARE CONSISTENT WITH ITS FINANCIAL ASSISTANCE POLICY, CHARITY CARE POLICY AND SMP'S UNINSURED PATIENT DISCOUNT POLICY.
Expenses $364,150,388 · Revenue $338,316,724
As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Quinn McKennaQUINN MCKENNA
DIRECTOR (END 11/24)
- Total calculated
- $2,589,728
- From this org
- $0
- From related orgs
- $2,503,267
- Other
- $86,461
- Hours/week
- 1 + 49 related
Schedule J breakdown matched by us
- Base
- $0 + $1,384,208 related
- Bonus
- $0 + $896,058 related
- Other
- $0 + $223,001 related
- Deferred
- $0 + $37,950 related
- Nontaxable benefits
- $0 + $48,511 related
- Filer's total
- $0 + $2,589,728 related
-
Linda HoffLINDA HOFF
DIRECTOR
- Total calculated
- $2,449,978
- From this org
- $0
- From related orgs
- $2,388,761
- Other
- $61,217
- Hours/week
- 1 + 49 related
Schedule J breakdown matched by us
- Base
- $0 + $1,174,447 related
- Bonus
- $0 + $717,354 related
- Other
- $0 + $496,960 related
- Deferred
- $0 + $37,950 related
- Nontaxable benefits
- $0 + $23,267 related
- Filer's total
- $0 + $2,449,978 related
-
Richard ShumwayRICHARD SHUMWAY
DIR, PRESIDENT & CEO(END 1/25)
- Total calculated
- $2,012,984
- From this org
- $0
- From related orgs
- $1,895,817
- Other
- $117,167
- Hours/week
- 10 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $1,087,543 related
- Bonus
- $0 + $471,491 related
- Other
- $0 + $336,783 related
- Deferred
- $0 + $73,791 related
- Nontaxable benefits
- $0 + $43,376 related
- Filer's total
- $0 + $2,012,984 related
-
Konstantina Stankovic MDKONSTANTINA STANKOVIC MD
DIRECTOR
- Total calculated
- $1,714,936
- From this org
- $0
- From related orgs
- $1,608,618
- Other
- $106,318
- Hours/week
- 1 + 50 related
Schedule J breakdown matched by us
- Base
- $0 + $738,096 related
- Bonus
- $0 + $836,983 related
- Other
- $0 + $33,539 related
- Deferred
- $0 + $24,150 related
- Nontaxable benefits
- $0 + $82,168 related
- Filer's total
- $0 + $1,714,936 related
-
Leslee Subak MDLESLEE SUBAK MD
DIRECTOR
- Total calculated
- $1,499,633
- From this org
- $0
- From related orgs
- $1,423,692
- Other
- $75,941
- Hours/week
- 1 + 50 related
Schedule J breakdown matched by us
- Base
- $0 + $762,296 related
- Bonus
- $0 + $595,886 related
- Other
- $0 + $65,510 related
- Deferred
- $0 + $34,500 related
- Nontaxable benefits
- $0 + $41,441 related
- Filer's total
- $0 + $1,499,633 related
-
Niraj Sehgal MDNIRAJ SEHGAL MD
CHAIR
- Total calculated
- $1,301,309
- From this org
- $0
- From related orgs
- $1,239,801
- Other
- $61,508
- Hours/week
- 1 + 50 related
Schedule J breakdown matched by us
- Base
- $0 + $303,004 related
- Bonus
- $0 + $875,040 related
- Other
- $0 + $61,757 related
- Deferred
- $0 + $25,910 related
- Nontaxable benefits
- $0 + $35,598 related
- Filer's total
- $0 + $1,301,309 related
-
Jennie Crews MDJENNIE CREWS MD
DIR, CMO, INTERIM PRES & CEO
- Total calculated
- $885,861
- From this org
- $0
- From related orgs
- $819,647
- Other
- $66,214
- Hours/week
- 15 + 50 related
Schedule J breakdown matched by us
- Base
- $0 + $368,064 related
- Bonus
- $0 + $400,308 related
- Other
- $0 + $51,275 related
- Deferred
- $0 + $22,113 related
- Nontaxable benefits
- $0 + $44,101 related
- Filer's total
- $0 + $885,861 related
-
Bryan Bohman MDBRYAN BOHMAN MD
FORMER CHIEF MEDICAL OFFICER
- Total calculated
- $821,205
- From this org
- $0
- From related orgs
- $742,901
- Other
- $78,304
- Hours/week
- 0
Schedule J breakdown matched by us
- Base
- $0 + $459,401 related
- Bonus
- $0 + $283,500 related
- Other
- $0
- Deferred
- $0 + $34,500 related
- Nontaxable benefits
- $0 + $43,804 related
- Filer's total
- $0 + $821,205 related
-
Kyle WichelmannKYLE WICHELMANN
CFO
- Total calculated
- $811,431
- From this org
- $0
- From related orgs
- $638,474
- Other
- $172,957
- Hours/week
- 12 + 38 related
Schedule J breakdown matched by us
- Base
- $0 + $433,853 related
- Bonus
- $0 + $198,035 related
- Other
- $0 + $6,586 related
- Deferred
- $0 + $132,217 related
- Nontaxable benefits
- $0 + $40,740 related
- Filer's total
- $0 + $811,431 related
-
Allen MetzenbergALLEN METZENBERG
DIRECTOR
- Total calculated
- $787,845
- From this org
- $0
- From related orgs
- $691,270
- Other
- $96,575
- Hours/week
- 1 + 50 related
Schedule J breakdown matched by us
- Base
- $0 + $574,011 related
- Bonus
- $0 + $116,699 related
- Other
- $0 + $560 related
- Deferred
- $0 + $21,962 related
- Nontaxable benefits
- $0 + $74,613 related
- Filer's total
- $0 + $787,845 related
-
Taylor CannonTAYLOR CANNON
COO
- Total calculated
- $728,867
- From this org
- $645,623
- From related orgs
- $0
- Other
- $83,244
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $483,259
- Bonus
- $161,944
- Other
- $420
- Deferred
- $39,675
- Nontaxable benefits
- $43,569
- Filer's total
- $728,867
-
Rochelle NooneROCHELLE NOONE
VP OF HUMAN RESOURCES
- Total calculated
- $466,279
- From this org
- $406,740
- From related orgs
- $0
- Other
- $59,539
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $318,443
- Bonus
- $85,525
- Other
- $2,772
- Deferred
- $39,675
- Nontaxable benefits
- $19,864
- Filer's total
- $466,279
-
Kristine Owiesney MalmsheimerKRISTINE OWIESNEY MALMSHEIMER
EXE DIR CLINIC OPS (END 10/24)
- Total calculated
- $450,724
- From this org
- $396,022
- From related orgs
- $0
- Other
- $54,702
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $209,582
- Bonus
- $0
- Other
- $186,440
- Deferred
- $24,661
- Nontaxable benefits
- $30,041
- Filer's total
- $450,724
-
Hilary GarriganHILARY GARRIGAN
EXE. DIR. PRACTICE OPERATIONS
- Total calculated
- $438,271
- From this org
- $338,759
- From related orgs
- $0
- Other
- $99,512
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $279,866
- Bonus
- $56,121
- Other
- $2,772
- Deferred
- $39,675
- Nontaxable benefits
- $59,837
- Filer's total
- $438,271
-
John HigginbothamJOHN HIGGINBOTHAM
EXE. DIR. CORPORATE OPERATIONS
- Total calculated
- $387,112
- From this org
- $310,919
- From related orgs
- $0
- Other
- $76,193
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $251,682
- Bonus
- $53,903
- Other
- $5,334
- Deferred
- $36,220
- Nontaxable benefits
- $39,973
- Filer's total
- $387,112
-
Dionne Hunte-MaconDIONNE HUNTE-MACON
EXE. DIR. STR. INIT./SECRETARY
- Total calculated
- $362,747
- From this org
- $301,523
- From related orgs
- $0
- Other
- $61,224
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $251,863
- Bonus
- $49,240
- Other
- $420
- Deferred
- $34,976
- Nontaxable benefits
- $26,248
- Filer's total
- $362,747
-
Aurealyn SilvaAUREALYN SILVA
SENIOR DIR. OF FIN (END 12/24)
- Total calculated
- $351,584
- From this org
- $305,956
- From related orgs
- $0
- Other
- $45,628
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $228,478
- Bonus
- $32,416
- Other
- $45,062
- Deferred
- $31,165
- Nontaxable benefits
- $14,463
- Filer's total
- $351,584
-
Hazel De LeonHAZEL DE LEON
EXE DIR QUALITY&PATIENT SAFETY
- Total calculated
- $340,330
- From this org
- $304,880
- From related orgs
- $0
- Other
- $35,450
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $254,342
- Bonus
- $49,908
- Other
- $630
- Deferred
- $35,450
- Nontaxable benefits
- $0
- Filer's total
- $340,330
-
Michael WeatherfordMICHAEL WEATHERFORD
FORMER CFO
- Total calculated
- $302,008
- From this org
- $250,770
- From related orgs
- $0
- Other
- $51,238
- Hours/week
- 0
Schedule J breakdown matched by us
- Base
- $239,628
- Bonus
- $0
- Other
- $11,142
- Deferred
- $27,920
- Nontaxable benefits
- $23,318
- Filer's total
- $302,008
-
Todd LehmanTODD LEHMAN
EXE. DIR. PRACTICE OPERATIONS
- Total calculated
- $273,390
- From this org
- $248,915
- From related orgs
- $0
- Other
- $24,475
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $223,194
- Bonus
- $25,334
- Other
- $387
- Deferred
- $10,012
- Nontaxable benefits
- $14,463
- Filer's total
- $273,390
-
Amanda GiordanoAMANDA GIORDANO
PRACTICE ADMIN
- Total calculated
- $200,973
- From this org
- $189,320
- From related orgs
- $0
- Other
- $11,653
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $34,790
- Bonus
- $0
- Other
- $154,530
- Deferred
- $1,680
- Nontaxable benefits
- $9,973
- Filer's total
- $200,973
-
Leonard AlmalechLEONARD ALMALECH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Larry JacksonLARRY JACKSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Deborah McKeehanDEBORAH MCKEEHAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
George Woods MDGEORGE WOODS MD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jeffrey Guardino MDJEFFREY GUARDINO MD
DIRECTOR (END 11/24)
- Total calculated
- $0
- Hours/week
- 1
-
Alan Pinyavat MDALAN PINYAVAT MD
DIRECTOR (FROM 12/24)
- Total calculated
- $0
- Hours/week
- 1
-
Richard Sankary MDRICHARD SANKARY MD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Suejin Kim MDSUEJIN KIM MD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Arthur Sung MDARTHUR SUNG MD
DIRECTOR (FROM 3/25)
- Total calculated
- $0
- Hours/week
- 1
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 3
- THE ORGANIZATION RELIES ON SHC TRI-VALLEY, A RELATED ORGANIZATION, TO ESTABLISH THE COMPENSATION OF THE CHIEF EXECUTIVE OFFICER. SHC TRI-VALLEY UTILIZES THE SERVICES OF WILLIS TOWERS WATSON FOR COMPENSATION BENCHMARKING, ANALYSIS, AND REPORTING. THE BOARD OF DIRECTORS HAS A COMPENSATION & WORKFORCE SUB-COMMITTEE WHO REVIEWS THE RESULTS OF THE COMPENSATION REVIEW AND IS ASSURED THAT TOTAL COMPENSATION IS CONSISTENT WITH THE MARKET. THIS PROCESS WAS LAST PERFORMED IN AUGUST 2024. THE CHIEF MEDICAL OFFICER IS EMPLOYED BY STANFORD UNIVERSITY (SU), A RELATED ORGANIZATION. THE ORGANIZATION RELIES ON SU TO ESTABLISH THE COMPENSATION OF THE CHIEF MEDICAL OFFICER. SU'S PROCESS FOR DETERMINING COMPENSATION INCLUDES REVIEW AND APPROVAL BY INDEPENDENT PERSONS, USE OF COMPARABILITY DATA, AND CONTEMPORANEOUS DOCUMENTATION OF THE DELIBERATION AND DECISION.
- SCHEDULE J, PART I, LINE 4A
- THE FOLLOWING INDIVIDUALS RECEIVED LUMP-SUM SEVERANCE PAYMENTS IN 2024: 1) AMANDA GIORDANO, PRACTICE ADMINISTRATOR, $136,207 2) KRISTINE OWIESNEY MALMSHEIMER, EXECUTIVE DIRECTOR OF CLINICAL OPERATIONS, $137,436
- SCHEDULE J, PART I, LINE 4B
- CERTAIN OFFICERS AND DIRECTORS OF UNIVERSITY HEALTHCARE ALLIANCE (UHA) DBA STANFORD MEDICINE PARTNERS (SMP) ARE PROVIDED A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP) TO SUPPLEMENT THEIR RETIREMENT BENEFITS BY STANFORD HEALTH CARE, A RELATED ORGANIZATION. FOR EACH CALENDAR YEAR, A HYPOTHETICAL ACCOUNT IS ESTABLISHED FOR EACH PARTICIPANT AND CREDITED WITH AN AMOUNT EQUAL TO A PERCENTAGE OF BASE SALARY (DEPENDING ON THE INDIVIDUAL'S POSITION) AS OF THE LAST DAY OF EACH QUARTER. THE COMPENSATION COMMITTEE MAY DETERMINE THAT CREDITS SHALL BE MADE IN ADDITION TO THOSE ABOVE IN ITS SOLE DISCRETION. A PARTICIPANT BECOMES VESTED IN EACH CALENDAR YEAR ACCOUNT ON THE FIRST BUSINESS DAY OF JANUARY FOLLOWING THE SECOND CALENDAR YEAR IN WHICH THE ACCOUNT WAS ESTABLISHED (OR, IF LATER, THE DATE ON WHICH THE PARTICIPANT COMPLETES TWO FULL YEARS OF PARTICIPATION). THE PARTICIPANT BECOMES FULLY VESTED IN HIS OR HER ACCOUNTS UNDER THE SERP UPON THE EARLIEST OF (A) DISCHARGE FROM EMPLOYMENT WITHOUT CAUSE; (B) ENTITLEMENT TO LONG-TERM DISABILITY INCOME BENEFITS: (C) ATTAINMENT OF AGE OF 60 WHILE EMPLOYED OR IF LATER, THE PARTICIPANT'S COMPLETION OF TWO FULL YEARS OF PARTICIPATION; (D) COMPLETION OF SEVEN YEARS AS AN ELIGIBLE EMPLOYEE; OR (E) DEATH. THE FOLLOWING AMOUNTS BECAME VESTED AND WERE PAID TO THE FOLLOWING INDIVIDUALS IN CALENDAR YEAR 2024: QUINN MCKENNA: $ 172,536 LINDA HOFF : $ 417,970 AMOUNTS CREDITED AND DISCLOSED ON THE FORM 990 IN PRIOR YEARS THAT VESTED AND WERE PAID IN CALENDAR YEAR 2024, IF ANY, ARE REPORTED IN COLUMN (F). SMP'S PRESIDENT AND CEO, RICHARD SHUMWAY, AND SMP'S CFO, KYLE WICHELMANN, PARTICIPATE IN A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP) UNDER SHC TRI-VALLEY TO SUPPLEMENT THEIR RETIREMENT BENEFITS. UNDER THE PLAN, HYPOTHETICAL ACCOUNT IS ESTABLISHED FOR THE PARTICIPANT AND CREDITED WITH AN AMOUNT EQUAL TO A PERCENTAGE OF BASE SALARY AS OF THE LAST DAY OF EACH QUARTER. THE COMPENSATION COMMITTEE MAY DETERMINE THAT CREDITS SHALL BE MADE IN ADDITION TO THOSE ABOVE IN ITS SOLE DISCRETION. THE PARTICIPANT BECOMES VESTED IN EACH CALENDAR YEAR ACCOUNT ON THE FIRST BUSINESS DAY OF JANUARY FOLLOWING THE SECOND CALENDAR YEAR IN WHICH THE ACCOUNT WAS ESTABLISHED (OR, IF LATER, THE DATE ON WHICH THE PARTICIPANT COMPLETES TWO FULL YEARS OF PARTICIPATION). THE PARTICIPANT BECOMES FULLY VESTED IN HIS OR HER ACCOUNTS UNDER THE SERP UPON THE EARLIEST OF (A) DISCHARGE FROM EMPLOYMENT WITHOUT CAUSE; (B) ENTITLEMENT TO LONG-TERM DISABILITY INCOME BENEFITS: (C) ATTAINMENT OF AGE OF 60 WHILE EMPLOYED OR IF LATER, THE PARTICIPANT'S COMPLETION OF TWO FULL YEARS OF PARTICIPATION; (D) COMPLETION OF SEVEN YEARS AS AN ELIGIBLE EMPLOYEE; OR (E) DEATH. THE FOLLOWING AMOUNT BECAME VESTED AND WAS PAID TO RICHARD SHUMWAY IN CALENDAR YEAR 2024: $71,868
- SCHEDULE J, PART I, LINE 7
- OFFICERS AND OTHERS WITH AMOUNTS IN COLUMN (B)(II) RECEIVE BONUS AWARDS AND INCENTIVE COMPENSATION. THE ANNUAL INCENTIVE PLAN (AIP) IS BASED ON ACHIEVING CERTAIN GOALS ESTABLISHED PRIOR TO THE NEW FISCAL YEAR. THE GOALS ARE BASED ON THE FOCUSED AREAS, SUCH AS PATIENT CARE, QUALITY/SAFETY SERVICE, FINANCIAL RESULT, AND DEPARTMENT/PERSONAL PERFORMANCE.
- SCHEDULE J, PART II
- DIRECTORS ARE NOT COMPENSATED IN THEIR CAPACITY AS DIRECTORS OF SMP. HOWEVER, THE INDIVIDUALS LISTED WERE ALSO EMPLOYEES OF RELATED ORGANIZATIONS, POSITIONS FOR WHICH THEY RECEIVED COMPENSATION AS REPORTED IN PART II.
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.
-
THE BRD OF TRUST LELAND STANF JR UNIV
501(C)(3) · EDUCATION · CA
Directly controlled by NA
-
FUNDACION STANFORD UNIVERSITY EN CHILE
501(C)(3) · EDUCATION · CI · controlled entity
Directly controlled by STANFORD
-
STANFORD HEALTH CARE TRI-VALLEY
501(C)(3) · HOSPITAL · CA · controlled entity
Directly controlled by SHC
-
JAEDAN BUPIN STANFORD CENTER IN THE REPU
501(C)(3) · RESEARCH · KS · controlled entity
Directly controlled by STANFORD
-
LUCILE PACKARD FOUNDATION FOR CHILDREN'S
501(C)(3) · HEALTHCARE · CA · controlled entity
Directly controlled by LPCH
-
LUCILE SALTER PACKARD CHILDREN'S HOSPITA
501(C)(3) · HEALTHCARE · CA · controlled entity
Directly controlled by STANFORD
-
PACKARD CHILDREN'S HEALTH ALLIANCE
501(C)(3) · HEALTHCARE · CA · controlled entity
Directly controlled by LPCH
-
501(C)(25) · REAL ESTATE · CA · controlled entity
Directly controlled by STANFORD
-
501(C)(7) · FAC INTERACT. · CA · controlled entity
Directly controlled by STANFORD
-
STANFORD FEDERAL CREDIT UNION
501(C)(1) · CREDIT UNION · CA · controlled entity
Directly controlled by STANFORD
-
STANFORD HABITAT CONSERVATION BOARD
501(C)(3) · CONSERVATION · CA · controlled entity
Directly controlled by STANFORD
-
501(C)(3) · HEALTHCARE · CA · controlled entity
Directly controlled by STANFORD
-
STANFORD PROGRAMME (CAPE TOWN) NPC
501(C)(3) · EDUCATION · SF · controlled entity
Directly controlled by STANFORD
-
501(C)(3) · SUPPORT · CA · controlled entity
Directly controlled by STANFORD
-
SU EMP BEN TRUST POST RETEMPYNT BEN
501(C)(9) · BENEFITS · CA · controlled entity
Directly controlled by STANFORD
-
THE DUDLEY E CHAMBERS FOUNDATION
501(C)(3) · SUPPORT · NY · controlled entity
Directly controlled by STANFORD
-
THE FREIDENRICH SUPPORT FOUNDATION
501(C)(3) · SUPPORT · CA · controlled entity
Directly controlled by STANFORD
-
THE HONG KONGSU CHARITABLE TRUST
501(C)(3) · SUPPORT · HK · controlled entity
Directly controlled by STANFORD
-
THE STANFORD TRUST
501(C)(3) · SUPPORT · UK · controlled entity
Directly controlled by STANFORD
-
VALLEYCARE MEDICAL FOUNDATION INC
501(C)(3) · SR. FACILITY · CA · controlled entity
Directly controlled by SHC-TV
-
501(C)(3) · SR. FACILITY · CA · controlled entity
Directly controlled by SHC-TV
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.
Disregarded entities
Part I: entities that legally are the filer and file no return of their own.
-
UHA ACO LLC
MSSP ACO · CA · income $25,974,064 · assets $20,562,074
Directly controlled by SMP
Related partnerships
Part III: related organizations taxable as a partnership, with the filer's share.
-
ADOM PARTNERS LP
INVESTMENTS · DE
Directly controlled by NA
-
ALBUS SELECT FUND LP
INVESTMENTS · DE
Directly controlled by NA
-
ARCOLA VENTURE LLC
REAL ESTATE · DE
Directly controlled by NA
-
CANARY SC FUND LP
INVESTMENTS · DE
Directly controlled by NA
-
CANARY SC MASTER FUND LP
INVESTMENTS · CJ
Directly controlled by NA
-
CERASUS FUND II CAYMAN LP
INVESTMENTS · CJ
Directly controlled by NA
-
CERASUS FUND III CAYMAN LP
INVESTMENTS · CJ
Directly controlled by NA
-
CHP GTS BLOCKER HOLDINGS A LP
INVESTMENTS · DE
Directly controlled by NA
-
CYPRESS MARINA HEIGHTS LLC
INVESTMENTS · CA
Directly controlled by NA
-
DGD INVESTMENT LP
INVESTMENTS · CJ
Directly controlled by NA
-
EAGLE ROCK LI HOLDINGS LLC
INVESTMENTS · DE
Directly controlled by NA
-
EDEN RADIATION THERAPY SERVICES LLC
HEALTHCARE · CA
Directly controlled by NA
-
ER-S JV LLC
INVESTMENTS · DE
Directly controlled by NA
-
ER-S JV II LLC
INVESTMENTS · DE
Directly controlled by NA
-
ER-S INVESTOR LLC
INVESTMENTS · DE
Directly controlled by NA
-
ER-S INVESTOR II LLC
INVESTMENTS · DE
Directly controlled by NA
-
ER PROPERTIES FUND LLC
INVESTMENTS · DE
Directly controlled by NA
-
ER PROPERTIES FUND II LLC
INVESTMENTS · DE
Directly controlled by NA
-
EZP OPPORTUNITY LP
INVESTMENTS · DE
Directly controlled by NA
-
FORTRESS IW COINVESTMENT (FUND B) LP
INVESTMENTS · NY
Directly controlled by NA
-
FOUR CROSSINGS INSTITUTIONAL PARTNERS V
INVESTMENTS · DE
Directly controlled by NA
-
FOXLANE LP
INVESTMENTS · DE
Directly controlled by NA
-
HHBG-II INVESTMENT LP
INVESTMENTS · CJ
Directly controlled by NA
-
KEB INVESTORS II LP
INVESTMENTS · BD
Directly controlled by NA
-
KF VERMILLION FUND LP (AKA KEYFRAME V
INVESTMENTS · DE
Directly controlled by NA
-
OLIFANT FUND LTD
INVESTMENTS · CJ
Directly controlled by NA
-
ONCOLOGY SOLUTIONS VENTURE LLC
HEALTHCARE · CA
Directly controlled by NA
-
OUTLAWS CASINO LTD
HOLDING COMPANY · CO
Directly controlled by NA
-
SCP REAL ASSETS FUND (A) LP
INVESTMENTS · DE
Directly controlled by NA
-
SEQUOIA MFM OPERATING COMPANY LLC
MFM PROGRAM · CA
Directly controlled by NA
-
SP SMC PARTNERS LLC
INVESTMENTS · DE
Directly controlled by NA
-
STANFORD COMMUNITY IMAGING LLC
IMAGING · CA
Directly controlled by NA
-
STANFORD EMANUEL RADIATION ONCOLOGY CENT
RADIOLOGY · CA
Directly controlled by NA
-
STANFORD PET-CT LLC
MED. DIAGNOST · CA
Directly controlled by NA
-
STANFORD-STARTX FUND LLC
INVESTMENTS · DE
Directly controlled by NA
-
SUMIT HOLDING INTERNATIONAL LLC
HOLDING COMPANY · DE
Directly controlled by NA
-
TESSERA IONIC LP
INVESTMENTS · DE
Directly controlled by NA
-
VEDA INVESTORS FUND LP
INVESTMENTS · DE
Directly controlled by NA
-
VERMILION PEAK MASTER FUND
INVESTMENTS · CJ
Directly controlled by NA
-
WREP III A LP
INVESTMENTS · DE
Directly controlled by NA
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
BREP VII ALBERTA FDR (OFFSHORE) TE7 LP
C CORP · INVESTMENTS · CA
Directly controlled by NA
-
BREP VII ALBERTA FDR (OFFSHORE) TE7-NQ
C CORP · INVESTMENTS · CA
Directly controlled by NA
-
CANARY SC FUND LTD
C CORP · INVESTMENTS · CJ
Directly controlled by NA
-
CLAT (14)
TRUST · CHARITABLE TR · CA
Directly controlled by NA
-
CLUT (2)
TRUST · CHARITABLE TR · CA
Directly controlled by NA
-
CRT (556)
TRUST · CHARITABLE TR · CA
Directly controlled by NA
-
EAST SAIL
C CORP · INVESTMENTS · MP
Directly controlled by NA
-
ER-S REIT LLC
C CORP · INVESTMENTS · DE
Directly controlled by NA
-
ER-S REIT II LLC
C CORP · INVESTMENTS · DE
Directly controlled by NA
-
GAVEA INVESTMENT FUND II-C LP
C CORP · INVESTMENTS · CJ
Directly controlled by NA
-
HHBG SF LIMITED
C CORP · INVESTMENTS · CJ
Directly controlled by NA
-
KAIZEN FUND
C CORP · INVESTMENTS · CJ
Directly controlled by NA
-
LS ALBERTA III LP
C CORP · INVESTMENTS · CA
Directly controlled by NA
-
LUMINA STRATEGIC SOLUTIONS FEEDER FUND (
C CORP · INVESTMENTS · CA
Directly controlled by NA
-
OTHER (3)
TRUST · CHARITABLE TR · CA
Directly controlled by NA
-
PIF (2)
TRUST · CHARITABLE TR · CA
Directly controlled by NA
-
PEPPERTREE CAPITAL CAYMAN ISLAND FUND LP
C CORP · INVESTMENTS · OH
Directly controlled by NA
-
PROFESSIONAL EXCHANGE ASSURANCE COMPANY
C CORP · INSURANCE · HI · 67.24% owned · share of income $652,791 · share of assets $15,789,666
Directly controlled by NA
-
SBFF LTD
C CORP · INVESTMENTS · CJ
Directly controlled by NA
-
SOLKATT LIMITED
C CORP · INVESTMENTS · CJ
Directly controlled by NA
-
SPECIALTY EVENTS TRUST
TRUST · DINING · MD
Directly controlled by NA
-
STANFORD (BEIJING) CNSLTNG CO LTD (WFOE)
C CORP · EDUCATION · CH
Directly controlled by NA
-
STANFORD IN JAPAN GODO KAISHA
C CORP · EDUCATION · JA
Directly controlled by NA
-
STANFORD INDIA PVT LTD
C CORP · EDUCATION · IN
Directly controlled by NA
-
STANFORD MEDICINE INTL (HONG KONG) CO LT
C CORP · PATIENT SRVC · HK
Directly controlled by NA
-
STANFORD UNIV MED NETWORK RISK AUTHORITY
C CORP · RISK MGMT CON · CA
Directly controlled by NA
-
TF-A FEEDER LTD
C CORP · INVESTMENTS · CJ
Directly controlled by NA
-
THE RUBRUM FUND
C CORP · INVESTMENTS · UK
Directly controlled by NA
-
TRIVISTA FUND
C CORP · INVESTMENTS · CJ
Directly controlled by NA
-
TVC MATSU FUND
C CORP · INVESTMENTS · CJ
Directly controlled by NA
-
VERMILION PEAK FUND
C CORP · INVESTMENTS · CJ
Directly controlled by NA
-
WOODBOURNE CANADA PARTNERS II - CAYMAN
C CORP · INVESTMENTS · CJ
Directly controlled by NA
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 10 July 2026
- IRS schema version
- 2024v5.2
- Source object
- 202601979349301420
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