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Nonprofiteer
← UNIVERSITY FAMILY PHYSICIANS INC

Form 990 for tax year 2024

Filed by UNIVERSITY FAMILY PHYSICIANS INC.

Totals

Total revenue
$138,911,201
Total expenses
$138,977,710
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$138,911,201
Investment income
$0
Other revenue
$0
Total assets, end of year
$8,700,324
Total liabilities, end of year
$8,700,324
Net assets or fund balances, end of year
$0
Program services expenses (Part IX)
$138,977,710
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$138,977,710

Program services were 100.0% 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.

  • 2a · Program service revenue: NET PATIENT SERVICE REVENUE

    total $138,911,201 · related or exempt $138,911,201

  • 2f · All other program service revenue

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

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 7c · Gain or loss

    securities $0 · other assets $0

  • 8c · Net income from fundraising events

    total $0

  • 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.

  • 11g · Fees: other

    total $135,797,096 · program services $135,797,096 · management and general $0 · fundraising $0

  • 24a · Other expenses: Bad Debt

    total $3,180,614 · program services $3,180,614

  • 24e · All other expenses

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

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $72,057 · end of year $0

  • 4 · Accounts receivable

    beginning of year $8,026,477 · end of year $8,700,324

  • 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

  • 12 · Investments: other securities

    beginning of year $0

  • 13 · Investments: program-related

    beginning of year $0

  • 15 · Other assets

    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

  • 25 · Other liabilities

    beginning of year $8,026,477 · end of year $8,700,324

  • 27 · Net assets without donor restrictions

    beginning of year $72,057 · end of year $0

Mission and programs · 2024

Mission

ENGAGE ACTIVELY AND CONTINUOUSLY IN MEDICAL RESEARCH, EDUCATION AND TRAINING IN THE PRACTICE OF MEDICINE IN CONJUNCTION WITH THE DEPARTMENT OF FAMILY MEDICINE OF THE INDIANA UNIVERSITY SCHOOL OF MEDICINE AND INDIANA UNIVERSITY HEALTH-AFFILIATED HOSPITALS.

Activities or mission (Part I)

ENGAGE ACTIVELY AND CONTINUOUSLY IN MEDICAL RESEARCH, EDUCATION AND TRAINING IN THE PRACTICE OF FAMILY MEDICINE.

  • UNIVERSITY FAMILY PHYSICIANS, INC. ("UNIVERSITY FAMILY PHYSICIANS") ENGAGES IN THE ACTIVE AND CONTINUOUS CONDUCT OF MEDICAL RESEARCH, EDUCATION, AND TRAINING IN THE PRACTICE OF MEDICINE IN CONJUNCTION WITH THE DEPARTMENT OF FAMILY MEDICINE OF THE INDIANA UNIVERSITY SCHOOL OF MEDICINE AND INDIANA UNIVERSITY HEALTH-AFFILIATED HOSPITALS. UNIVERSITY FAMILY PHYSICIANS IS A SUBSIDIARY OF AND PROVIDES PATIENT SERVICES IN CONJUNCTION WITH INDIANA UNIVERSITY HEALTH CARE ASSOCIATES, INC. ("IU HEALTH PHYSICIANS") THROUGH A PHYSICIAN SERVICES AGREEMENT.

    Expenses $138,977,710 · Revenue $138,911,201

As filed on the 2024 return.

Listed in Part VII

  • Kevin B Gebke MD

    CHAIR/PRESIDENT

    Total calculated
    $1,122,638
    From this org
    $0
    From related orgs
    $971,536
    Other
    $151,102
    Hours/week
    2 + 53 related

    Schedule J breakdown matched by us

    Base
    $0 + $643,514 related
    Bonus
    $0 + $322,391 related
    Other
    $0 + $5,631 related
    Deferred
    $0 + $120,600 related
    Nontaxable benefits
    $0 + $30,502 related
    Filer's total
    $0 + $1,122,638 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

  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4b · Supplemental nonqualified retirement plan
  • 7 · Other non-fixed payments

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
  • 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 Arrangement used to establish the top management official's compensation
UNIVERSITY FAMILY PHYSICIANS' PRESIDENT IS EMPLOYED BY IU HEALTH CARE ASSOCIATES. IU HEALTH CARE ASSOCIATES AND OTHER RELATED ORGANIZATIONS HAVE A PROCESS IN PLACE TO DETERMINE THE COMPENSATION FOR ITS OFFICERS AND KEY EMPLOYEES. IU HEALTH HUMAN RESOURCES USES MARKET DATA FROM MULTIPLE COMPENSATION EXPERTS/VENDORS WHO UTILIZE A VARIETY OF METHODS AND PROCEDURES TO OBTAIN COMPENSATION RANGES FOR COMPARABLE OFFICERS AND EMPLOYEE POSITIONS. THIS MARKET DATA AND MULTIPLE OTHER FACTORS (INCLUDING MARKET PAY BENCHMARKS, INTERNAL EQUITY, CANDIDATE/EMPLOYEE QUALIFICATIONS & PERFORMANCE, AND BUSINESS NEEDS) ARE USED TO RECOMMEND COMPENSATION RANGES FOR ITS OFFICERS AND OTHER EMPLOYEES, WHICH ARE THEN USED AS A GUIDE FOR SETTING REASONABLE COMPENSATION BY MANAGEMENT. PLEASE SEE SCHEDULE O FOR ADDITIONAL DETAILS.
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan
KEVIN B. GEBKE M.D. PARTICIPATES IN AN IU HEALTH SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN, PROVISIONS OF WHICH ARE DESIGNED TO RETAIN ITS CRITICAL EMPLOYEES. THE PLAN PROVIDES FOR AN ADDITIONAL RETIREMENT BENEFIT FOR SERVICE THROUGH NORMAL RETIREMENT OR OTHER KEY DATES. IF THE EXECUTIVE LEAVES PRIOR TO RETIREMENT OR OTHER KEY DATES, THE BENEFIT MAY BE FORFEITED OR REDUCED. EACH OF THE EXECUTIVES LISTED ABOVE HAVE AN AMOUNT INCLUDED IN COLUMN C, DEFERRED COMPENSATION, REPRESENTING THE CURRENT YEAR UNVESTED CONTRIBUTIONS MADE UNDER THE SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN. THESE AMOUNTS WERE NOT PAID TO THE EXECUTIVES DURING THE YEAR.
Schedule J, Part I, Line 7 Non-fixed payments
AMOUNTS DISCLOSED IN COLUMN B(II) INCLUDE A LONG-TERM INCENTIVE FOR CERTAIN EXECUTIVES. ALTHOUGH THESE PLANS ARE BASED ON A FIXED FORMULA THAT HAS BEEN APPROVED BY THE BOARD OF DIRECTORS BASED UPON CERTAIN QUALITATIVE AND QUANTITATIVE FACTORS AND GOALS, ALL DISCRETIONARY INCENTIVE PLANS MUST BE APPROVED BY THE TALENT MANAGEMENT AND EXECUTIVE COMPENSATION COMMITTEE AND BOARD OF DIRECTORS PRIOR TO ANY INCENTIVE PAYOUT.

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.

  • BALL OUTPATIENT SUR CTR LLC

    HEALTHCARE · IN

    Directly controlled by NA

  • BELTWAY SURGERY CENTERS LLC

    HEALTHCARE · IN

    Directly controlled by NA

  • BOSC HOLDINGS LLC

    HEALTHCARE · IN

    Directly controlled by NA

  • BSC HOLDINGS LLC

    HEALTHCARE · IN

    Directly controlled by NA

  • IEC HOLDINGS LLC

    HEALTHCARE · IN

    Directly controlled by NA

  • INDIANA ENDOSCOPY CENTERS LLC

    HEALTHCARE · IN

    Directly controlled by NA

  • ROC SURGERY LLC

    HEALTHCARE · IN

    Directly controlled by NA

  • ROCS HOLDINGS LLC

    HEALTHCARE · IN

    Directly controlled by NA

  • SENATE ST SURGERY CENTER LLC

    HEALTHCARE · IN

    Directly controlled by NA

  • SSSC HOLDINGS LLC

    HEALTHCARE · IN

    Directly controlled by NA

  • IU Health Southwest Fort Wayne Ambulatory Surgery Center LLC

    Healthcare · IN

    Directly controlled by NA

  • IU HEALTH FORT WAYNE SW ASC Holdings LLC

    HEALTHCARE · IN

    Directly controlled by NA

Related corporations and trusts

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

  • BMH MEDICAL PAVILION ASSOCIATION INC

    C Corporation · CONDO MANAGEMENT · IN · controlled entity

    Directly controlled by NA

  • IU HEALTH 457(B) PLAN

    Trust · INVESTMENTS · IN · controlled entity

    Directly controlled by NA

  • IU HEALTH ACO INC

    C Corporation · HEALTHCARE · IN · controlled entity

    Directly controlled by NA

  • IU HEALTH BOARD DESIGNATED TRUST

    Trust · INVESTMENTS · IN · controlled entity

    Directly controlled by NA

  • IU HEALTH PLANS INC

    C Corporation · HMO · IN · controlled entity

    Directly controlled by NA

  • IU HEALTH RISK PURCHASING GROUP INC

    C Corporation · INSURANCE · IN · controlled entity

    Directly controlled by NA

  • IU HEALTH RISK RETENTION GROUP INC

    C Corporation · INSURANCE · SC · controlled entity

    Directly controlled by NA

  • IUH ASSURANCE SPC LTD

    C Corporation · INSURANCE · CJ · controlled entity

    Directly controlled by NA

  • PROTEUO FUND LP

    C Corporation · INVESTMENTS · CJ · controlled entity

    Directly controlled by NA

  • CERBERUS RESIDENTIAL OPPORT INST LTD

    C Corporation · INVESTMENTS · CJ · controlled entity

    Directly controlled by NA

  • University Surgeons Inc

    C Corporation · Physician Services · IN · controlled entity

    Directly controlled by NA

  • Pediatric Surgical Associates Inc

    C Corporation · Physician Services · IN · controlled entity

    Directly controlled by NA

  • Cardiothoracic Surgeons Inc

    C Corporation · Physician Services · IN · controlled entity

    Directly controlled by NA

  • University Vascular Surgery Inc

    C Corporation · Physician Services · IN · controlled entity

    Directly controlled by NA

Provenance

Return type
form_990
Tax year
2024
Filed
13 November 2025
IRS schema version
2024v5.1
Source object
202503179349307140

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