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Nonprofiteer
← UNIVERSITY HEALTH SYSTEM INC

Form 990 for tax year 2023

Filed by UNIVERSITY HEALTH SYSTEM INC.

Totals

Total revenue
$1,498,061,787
Total expenses
$1,458,694,623
Contributions and grants received
$6,187,160
Grants paid
$1,174,063
Program services expenses (Part IX)
$1,411,129,373
Management and general expenses
$47,562,572
Fundraising expenses
$2,678
Program service expenses (Part III)
$1,411,129,373

Program services were 96.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • H W Sherrod jr

    Vice Chair

    Total calculated
    $0
    Hours/week
    4

  • Renda Burkhart

    Chair

    Total calculated
    $0
    Hours/week
    8

  • Sara Rose

    Vice Chair

    Total calculated
    $0
    Hours/week
    4

  • Carolyn Fairbank

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Christopher P Kinney

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Cristen G Haslam

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • David L Miller

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Dr Amy Barger Stevens

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Dr Donde A Plowman

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Dr Joseph T Chun

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Dr Patrick O McConville

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Dr Peter F Buckley

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Michael T Strickland

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Randy Boyd

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Renee D Kelley

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Wes Stowers

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • William D Edwards

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Benjamin M Cunningham Jr

    SR VP & CFO

    Total calculated
    $817,393
    From this org
    $731,831
    From related orgs
    $0
    Other
    $85,562
    Hours/week
    65

    Schedule J breakdown matched by us

    Base
    $584,069
    Bonus
    $113,760
    Other
    $34,002
    Deferred
    $70,653
    Nontaxable benefits
    $14,909
    Filer's total
    $817,393

  • Bennett Cox

    SR VP & GENERAL COUNSEL

    Total calculated
    $1,283,325
    From this org
    $1,180,243
    From related orgs
    $0
    Other
    $103,082
    Hours/week
    65

    Schedule J breakdown matched by us

    Base
    $499,506
    Bonus
    $60,480
    Other
    $620,257
    Deferred
    $102,060
    Nontaxable benefits
    $1,022
    Filer's total
    $1,283,325

  • Bruce R Hartmann

    SR VP & CCRO

    Total calculated
    $519,815
    From this org
    $466,094
    From related orgs
    $0
    Other
    $53,721
    Hours/week
    65

    Schedule J breakdown matched by us

    Base
    $394,739
    Bonus
    $40,470
    Other
    $30,885
    Deferred
    $44,417
    Nontaxable benefits
    $9,304
    Filer's total
    $519,815

  • Cassandra Leake

    SR VP & CNO

    Total calculated
    $558,765
    From this org
    $507,539
    From related orgs
    $0
    Other
    $51,226
    Hours/week
    65

    Schedule J breakdown matched by us

    Base
    $460,299
    Bonus
    $40,770
    Other
    $6,470
    Deferred
    $50,590
    Nontaxable benefits
    $636
    Filer's total
    $558,765

  • Dr James E Shamiyeh

    Executive Vice President and Chief Operating Officer as of 7/1/23

    Total calculated
    $943,118
    From this org
    $847,083
    From related orgs
    $0
    Other
    $96,035
    Hours/week
    65

    Schedule J breakdown matched by us

    Base
    $719,246
    Bonus
    $83,545
    Other
    $44,292
    Deferred
    $81,039
    Nontaxable benefits
    $14,996
    Filer's total
    $943,118

  • Dr Jerry J Crook II

    SR VP Physician Enterprise

    Total calculated
    $748,210
    From this org
    $672,276
    From related orgs
    $0
    Other
    $75,934
    Hours/week
    65

    Schedule J breakdown matched by us

    Base
    $589,248
    Bonus
    $13,634
    Other
    $69,394
    Deferred
    $61,013
    Nontaxable benefits
    $14,921
    Filer's total
    $748,210

  • Dr Keith D Gray

    SR VP & CHIEF MEDICAL OFFICER, President as of 7/31/23

    Total calculated
    $970,836
    From this org
    $886,196
    From related orgs
    $0
    Other
    $84,640
    Hours/week
    65

    Schedule J breakdown matched by us

    Base
    $749,999
    Bonus
    $86,422
    Other
    $49,775
    Deferred
    $83,833
    Nontaxable benefits
    $807
    Filer's total
    $970,836

  • Dr Lisa D Duncan

    SR VP COE

    Total calculated
    $655,432
    From this org
    $594,320
    From related orgs
    $0
    Other
    $61,112
    Hours/week
    65

    Schedule J breakdown matched by us

    Base
    $573,157
    Bonus
    $18,915
    Other
    $2,248
    Deferred
    $45,891
    Nontaxable benefits
    $15,221
    Filer's total
    $655,432

  • Joseph R Landsman Jr

    President & CEO

    Total calculated
    $2,075,014
    From this org
    $1,767,063
    From related orgs
    $0
    Other
    $307,951
    Hours/week
    65

    Schedule J breakdown matched by us

    Base
    $1,106,239
    Bonus
    $365,128
    Other
    $295,696
    Deferred
    $298,221
    Nontaxable benefits
    $9,730
    Filer's total
    $2,075,014

  • Julia Coco

    SR VP Clinical Integration

    Total calculated
    $434,479
    From this org
    $381,828
    From related orgs
    $0
    Other
    $52,651
    Hours/week
    65

    Schedule J breakdown matched by us

    Base
    $331,059
    Bonus
    $32,175
    Other
    $18,594
    Deferred
    $37,887
    Nontaxable benefits
    $14,764
    Filer's total
    $434,479

  • Katherine Boyd

    Senior VP and Chief Philanthropy & Equity Officer

    Total calculated
    $591,199
    From this org
    $543,755
    From related orgs
    $0
    Other
    $47,444
    Hours/week
    65

    Schedule J breakdown matched by us

    Base
    $373,111
    Bonus
    $47,104
    Other
    $123,540
    Deferred
    $42,466
    Nontaxable benefits
    $4,978
    Filer's total
    $591,199

  • Stephen Clapp

    SR VP Strategic Development

    Total calculated
    $447,266
    From this org
    $397,622
    From related orgs
    $0
    Other
    $49,644
    Hours/week
    65

    Schedule J breakdown matched by us

    Base
    $354,562
    Bonus
    $41,475
    Other
    $1,585
    Deferred
    $40,306
    Nontaxable benefits
    $9,338
    Filer's total
    $447,266

  • Steven R Ross

    SR VP Strategic Development

    Total calculated
    $1,159,219
    From this org
    $1,012,960
    From related orgs
    $0
    Other
    $146,259
    Hours/week
    65

    Schedule J breakdown matched by us

    Base
    $114,105
    Bonus
    $630,000
    Other
    $268,855
    Deferred
    $143,148
    Nontaxable benefits
    $3,111
    Filer's total
    $1,159,219

  • William D Hall

    Executive Vice President

    Total calculated
    $2,954,823
    From this org
    $2,658,359
    From related orgs
    $0
    Other
    $296,464
    Hours/week
    65

    Schedule J breakdown matched by us

    Base
    $123,949
    Bonus
    $1,310,000
    Other
    $1,224,410
    Deferred
    $291,704
    Nontaxable benefits
    $4,760
    Filer's total
    $2,954,823

  • David N Aljadir

    Physician

    Total calculated
    $1,144,863
    From this org
    $1,035,365
    From related orgs
    $0
    Other
    $109,498
    Hours/week
    65

    Schedule J breakdown matched by us

    Base
    $469,247
    Bonus
    $473,292
    Other
    $92,826
    Deferred
    $94,874
    Nontaxable benefits
    $14,624
    Filer's total
    $1,144,863

  • Matthew J McCarty

    Physician

    Total calculated
    $1,395,374
    From this org
    $1,293,989
    From related orgs
    $0
    Other
    $101,385
    Hours/week
    65

    Schedule J breakdown matched by us

    Base
    $493,078
    Bonus
    $419,961
    Other
    $380,950
    Deferred
    $92,195
    Nontaxable benefits
    $9,190
    Filer's total
    $1,395,374

  • Michael B Freeman

    Physician

    Total calculated
    $1,358,374
    From this org
    $1,243,256
    From related orgs
    $0
    Other
    $115,118
    Hours/week
    65

    Schedule J breakdown matched by us

    Base
    $675,000
    Bonus
    $470,404
    Other
    $97,852
    Deferred
    $114,761
    Nontaxable benefits
    $357
    Filer's total
    $1,358,374

  • Oscar Grandas

    Physician

    Total calculated
    $1,166,404
    From this org
    $1,069,593
    From related orgs
    $0
    Other
    $96,811
    Hours/week
    65

    Schedule J breakdown matched by us

    Base
    $699,865
    Bonus
    $261,935
    Other
    $107,793
    Deferred
    $96,391
    Nontaxable benefits
    $420
    Filer's total
    $1,166,404

  • Raymond A Dieter III

    Physician

    Total calculated
    $1,425,032
    From this org
    $1,324,340
    From related orgs
    $0
    Other
    $100,692
    Hours/week
    65

    Schedule J breakdown matched by us

    Base
    $949,865
    Bonus
    $50,742
    Other
    $323,733
    Deferred
    $100,272
    Nontaxable benefits
    $420
    Filer's total
    $1,425,032

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 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Form 990 of other organizations
  • 3 · Written employment contract
  • 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 4b Supplemental nonqualified retirement plan
THE ORGANIZATION MAINTAINS A NONQUALIFIED DEFERRED COMPENSATION PLAN FOR SENIOR MANAGEMENT, VICE PRESIDENTS AND EQUIVALENTS, AND PHYSICIANS. ALL EMPLOYER CONTRIBUTIONS ARE SUBJECT TO A SEVEN-YEAR VESTING SCHEDULE OR ATTAINMENT OF AGE 60 AND CONTRIBUTIONS ARE MADE AT THE CLOSE OF EACH PAYROLL CYCLE. THE ORGANIZATION MAINTAINS A SEPARATE NONQUALIFIED DEFERRED COMPENSATION PLAN FOR SENIOR MANAGEMENT. THE EMPLOYER'S CONTRIBUTIONS BECOME VESTED ACCORDING TO THE AGE OF THE PARTICIPANT AT THE TIME THE CONTRIBUTION WAS MADE. CONTRIBUTIONS TO A PARTICIPANT'S ACCOUNT MADE IN A YEAR IN WHICH THE PARTICIPANT ATTAINS THE AGE OF 57 SHALL VEST FULLY ON JANUARY 1 OF THE YEAR THE PARTICIPANT ATTAINS THE AGE OF 60. FOR CONTRIBUTIONS MADE NO LATER THAN THE YEAR IN WHICH THE PARTICIPANT ATTAINS THE AGE OF 58 AND EACH YEAR THEREAFTER SHALL VEST FULLY ON THE LAST BUSINESS DAY OF THE YEAR IN WHICH THE CONTRIBUTION IS MADE. CONTRIBUTIONS ARE MADE AT THE END OF EACH PAYROLL CYCLE. The allocations made to the nonqualified deferred compensation plans for the year were: $83,772 Raymond A Dieter III $75,695 Matthew J McCarty $78,374 David N. Aljadir $79,891 Oscar Grandas $98,261 Michael B. Freeman $27,917 Bruce R. Hartmann $25,966 Katherine Boyd $85,560 Bennett Cox $136,409 Steven R. Ross $275,204 William D. Hall $54,153 Benjamin M. Cunningham, Jr. $67,333 Dr. Keith D. Gray $64,539 Dr. James E. Shamiyeh $34,090 Cassandra Leake $44,513 Dr. Jerry Crook, Jr. $23,806 Stephen Clapp $19,887 Julia Coco $43,507 Dr. Lisa D. Duncan $281,721 Joseph R. Landsman, Jr.
Schedule J, Part I, Line 7 Non-fixed payments
THE SENIOR VP'S INCENTIVE PLAN IS CONTINGENT UPON TARGETS APPROVED BY THE CEO, WHICH INCLUDES ACHIEVEMENTS OF QUALITY, OPERATIONAL, FINANCIAL, AND STRATEGIC TARGETS. THE CEO DISCUSSES THE INCENTIVE PLAN WITH THE BOARD'S HUMAN RESOURCES COMMITTEE WITH BOARD APPROVAL REQUIRED OF THE PLAN. THE INCENTIVE PLAN WAS REVIEWED BY INTEGRATED HEALTHCARE STRATEGIES (IHS), A THIRD-PARTY COMPENSATION CONSULTANT. DATA COMPILED BY KORN FERRY IS USED FOR COMPARABILITY. COMPENSATION PAID TO BOARD MEMBERS, WHO ARE ALSO EMPLOYEES, IS PRIMARILY FOR PROFESSIONAL RESPONSIBILITIES AS PHYSICIANS OR ADMINISTRATORS. THE COMPENSATION PACKAGES OF THE CEO, OFFICERS, EMPLOYED PHYSICIAN BOARD MEMBERS, AND OTHER KEY EMPLOYEES ARE REVIEWED AND APPROVED BY THE ENTIRE BOARD OF DIRECTORS ANNUALLY. COMPENSATION IS DETERMINED BY THE HUMAN RESOURCES COMMITTEE OF THE BOARD OF DIRECTORS AND APPROVED BY THE HUMAN RESOURCES COMMITTEE AND THE FULL BOARD. THE BOARD MAINTAINS COMPARABILITY DATA FROM INDEPENDENT THIRD-PARTY COMPENSATION CONSULTANTS AND COMPENSATION DATA FROM SIMILARLY-SITUATED ORGANIZATIONS FOR FUNCTIONALLY COMPARABLE POSITIONS. THE BOARD ADHERES TO THE CONFLICT OF INTEREST POLICY AT ALL TIMES WITH REGARD TO APPROVAL OF COMPENSATION.

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

The 10 largest by cash amount. The API serves every itemized grant.

Provenance

Return type
form_990
Tax year
2023
Filed
15 November 2024
IRS schema version
2023v5.1
Source object
202423209349306002

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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