UT MEDICAL GROUP INC: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- UT MEDICAL GROUP INC (EIN 62-1162462)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-09-06
- IRS object ID
- 202342499349300429
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-09-06T12:21:47-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 440160260 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FORVIS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 RIDGEFIELD COURT | AddressLine1Txt |
| City | ASHEVILLE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28806 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 621162462 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UT MEDICAL GROUP INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UTME | BusinessNameControlTxt |
| Phone | 9018668015 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1407 UNION AVENUE 700 | AddressLine1Txt |
| City | MEMPHIS | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 38104 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MIKE JACKSON | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 9018668117 | PhoneNum |
| Signature | 2023-09-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MIKE | PersonFirstNm |
| Person Last | JACKSON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | AMY BIBBY | PreparerPersonNm |
| PTIN | P00445891 | PTIN |
| Phone | 8282542254 | PhoneNum |
| Preparation | 2023-09-06 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SHANNON TACKER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1407 UNION AVENUE 700 | AddressLine1Txt |
| City | MEMPHIS | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 38104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $85,555,164 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.UNIVERSITYCLINICALHEALTH.COM | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1983 | FormationYr |
| Legal Domicile State | TN | LegalDomicileStateCd |
| Activity Or Mission | TO BE A SUCCESSFUL PHYSICIAN LED, PROFESSIONALLY MANAGED MEDICAL PRACTICE THAT BENEFITS OUR PATIENTS AND OUR COMMUNITY, WHILE SUPPORTING THE UT HEALTH SCIENCE CENTER'S MISSION THROUGH CLINICAL EXCELLENCE, FINANCIAL RESPONSIBILITY AND A CULTURE OF CARE AT EVERY TOUCH POINT. | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 0 | VotingMembersIndependentCnt |
| Total Employee | 680 | TotalEmployeeCnt |
| Total Volunteers | 20 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $74,716,968 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $68,355,060 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,356,585 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,391,710 | CYInvestmentIncomeAmt |
| PY Other Revenue | $14,541,072 | PYOtherRevenueAmt |
| CY Other Revenue | $15,808,394 | CYOtherRevenueAmt |
| PY Total Revenue | $90,614,625 | PYTotalRevenueAmt |
| CY Total Revenue | $85,555,164 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,209,326 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $673,431 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $57,053,179 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $57,207,711 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $32,384,382 | PYOtherExpensesAmt |
| CY Other Expenses | $29,799,708 | CYOtherExpensesAmt |
| PY Total Expenses | $90,646,887 | PYTotalExpensesAmt |
| CY Total Expenses | $87,680,850 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$32,262 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$2,125,686 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $46,840,013 | TotalAssetsBOYAmt |
| Total Assets EOY | $47,663,795 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $22,034,959 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $25,205,687 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $24,805,054 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $22,458,108 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO BE A SUCCESSFUL PHYSICIAN LED, PROFESSIONALLY MANAGED MEDICAL PRACTICE THAT BENEFITS OUR PATIENTS AND OUR COMMUNITY, WHILE SUPPORTING THE UT HEALTH SCIENCE CENTER'S MISSION THROUGH CLINICAL EXCELLENCE, FINANCIAL RESPONSIBILITY AND A CULTURE OF CARE AT EVERY TOUCH POINT. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $74,000,209 | ExpenseAmt |
| Grant | $673,431 | GrantAmt |
| Revenue | $68,355,060 | RevenueAmt |
| Desc | THE MEDICAL SERVICES PROVIDED BY THE GROUP ARE AVAILABLE TO THE COMMUNITY AS A WHOLE WITHOUT REGARD TO ABILITY TO PAY. MEDICARE, MEDICAID, AND TENNCARE PATIENTS ARE ACCEPTED. THE GROUP HAS AN AGREEMENT WITH REGIONAL ONE, THE PUBLIC SAFETY NET HOSPITAL OF SHELBY COUNTY, TENNESSEE, THAT PROVIDES FOR THE DELIVERY OF PROFESSIONAL SERVICES TO INDIGENT PATIENTS, BOTH INPATIENT AND OUTPATIENT. IN ADDITION TO PATIENTS FROM SHELBY COUNTY, THE FACULTY PHYSICIANS AND OTHER PROFESSIONAL EMPLOYEES OF THE GROUP PROVIDE HEALTH CARE SERVICES TO OUT-OF-STATE RESIDENTS AND RESIDENTS OF FOREIGN COUNTRIES WHO HAVE LIMITED INCOMES. DURING THE PERIOD, APPROXIMATELY 33 PERCENT OF THE GROUP'S SERVICES WERE PROVIDED TO PATIENTS WITH TENNCARE, MEDICAID, ORNO INSURANCE COVERAGE. ANOTHER 26 PERCENT WERE PROVIDED TO MEDICARE PATIENTS.THE PROFESSIONAL EMPLOYEES OF THE GROUP ARE DEDICATED TO THE MEDICAL TRAINING AND EDUCATION OF HEALTH PROFESSIONALS IN CONJUNCTION WITH THE UTHSC COLLEGE OF MEDICINE. ALTHOUGH EDUCATIONAL ACTIVITIES ARE FUNDED PRIMARILY THROUGH THE UTHSC COLLEGE OF MEDICINE, THE GROUP MAKES SIGNIFICANT CONTRIBUTIONS TO THIS EFFORT WITH BOTH PERSONNEL AND FINANCIAL RESOURCES. DURING THE YEAR, FACULTY PHYSICIANS WERE INVOLVED IN THE EDUCATION OF PRIMARILY THE 3RD AND 4TH YEAR MEDICAL STUDENTS (300 OF THE 600 MEDICAL STUDENTS).ALSO IN CONJUNCTION WITH THE UTHSC COLLEGE OF MEDICINE, THE PROFESSIONAL EMPLOYEES OF THE GROUP ENGAGE IN PROGRAMS OF MEDICAL RESEARCH AND EDUCATION THAT PROMOTE THE LONG-TERM HEALTH AND WELFARE OF PATIENTS AND THE GENERAL PUBLIC. THE RESEARCH PROGRAMS FOCUS ONPREVENTION AND TREATMENT OF ILLNESSES AS WELL AS EFFECTS OF DRUGS AND MEDICATIONS ON A VARIETY OF DISEASES AND MEDICAL CONDITIONS. WHILE SERVING AS THE FACULTY PRACTICE PLAN OF THE UTHSC COLLEGE OF MEDICINE, THE LONG-TERM COMMITMENT OF THE GROUP IS TO CONTINUE TO PROVIDE MEDICALSERVICES TO ANY AND ALL PATIENTS AND TO PROMOTE GOOD HEALTH THROUGH RESEARCH AND EDUCATION.THE RANGE/TYPE OF SERVICES PROVIDED BY THE CLINICAL DEPARTMENTS INCLUDES PRIMARY CARE, SPECIALTY CONSULTATIONS, SUBSPECIALTY PROCEDURES AND DIAGNOSTIC EVALUATIONS, AND SURGICAL PROCEDURES. HEALTH CARE SERVICES ARE DELIVERED IN NUMEROUS HOSPITAL AND CLINIC SETTINGS, INCLUDING INPATIENT AND OUTPATIENT CARE AT THE REGIONAL MEDICAL CENTER AT MEMPHIS (REGIONAL ONE), LE BONHEUR CHILDREN'S HOSPITAL, MEMPHIS VA MEDICAL CENTER, METHODIST UNIVERSITY HOSPITAL, ST. JUDE CHILDREN'SRESEARCH HOSPITAL, ST. FRANCIS HOSPITAL, BAPTIST MEMORIAL HOSPITALS,AND OTHER LOCAL COMMUNITY HOSPITALS. THE GROUP'S FACULTY PHYSICIANS PROVIDE HEALTH CARE SERVICES TO PATIENTS OF THE CENTERS OF EXCELLENCE AT THE MED. THE CENTERS OF EXCELLENCE INCLUDE THE TRAUMA CENTER, BURN CENTER, WOUND CARE CENTER, NEWBORN CENTER, ADULT SPECIAL CARE, AND SICKLE CELL CENTER. | Desc |
| Total Program Service Expenses | $74,000,209 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | Yes (1) | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 76 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 680 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 0 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MIKE JACKSON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9018668117 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1407 UNION AVE STE 700 | AddressLine1Txt |
| City | MEMPHIS | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 38104 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| ROBERT CANADA | |||||||
| CHIEF MEDICAL OFFICER | 40.00 | Yes (X) | Yes (X) | $457,593 | $136,837 | $52,079 | |
| SHANNON TACKER | |||||||
| PRESIDENT/CEO/TREASURER | 40.00 | Yes (X) | Yes (X) | $386,383 | $0 | $38,352 | |
| MUNEEZA KHAN | |||||||
| CHAIR OF UTHSC DEPT OF FAM | 40.00 | Yes (X) | $50,924 | $456,661 | $42,603 | ||
| TEJESH PATEL | |||||||
| CHAIR OF UTHSC DEPT OF DER | 40.00 | Yes (X) | $523,496 | $243,584 | $50,322 | ||
| AJAY JAYANTILAL TALATI | |||||||
| SECRETARY, CHAIR OF UTHSC | 40.00 | Yes (X) | $509,362 | $0 | $12,200 | ||
| SCOTT STROME | |||||||
| CHAIRMAN OF THE BOARD | 2.00 | Yes (X) | $106,310 | $850,550 | $90,361 | ||
| JON MCCULLERS | |||||||
| SR EXEC ASSOCIATE DEAN OF | 2.00 | Yes (X) | $0 | $745,291 | $61,628 | ||
| KENNARD BROWN | |||||||
| EXEC VICE CHANCELLOR OF UT | 2.00 | Yes (X) | $0 | $670,074 | $66,609 | ||
| G NICHOLAS VERNE | |||||||
| CHAIR OF UTHSC DEPT OF MED | 40.00 | Yes (X) | $0 | $434,692 | $67,722 | ||
| ANTHONY FERRARA | |||||||
| SR VICE CHANCELLOR OF FINA | 2.00 | Yes (X) | $0 | $446,833 | $45,678 | ||
| DAVID SHIBATA | |||||||
| CHAIR OF UTHSC DEPT OF SUR | 2.00 | Yes (X) | $0 | $824,600 | $39,853 | ||
| M BOYD GILLESPIE | |||||||
| CHAIR OF UTHSC DEPT OF OTO | 2.00 | Yes (X) | $432,031 | $221,095 | $72,707 | ||
| MICHAEL JACKSON | |||||||
| CFO | 40.00 | Yes (X) | $260,003 | $0 | $21,798 | ||
| COURTNEY K LOVE | |||||||
| CHIEF ADMINISTRATIVE OFFIC | 40.00 | Yes (X) | $243,476 | $0 | $19,223 | ||
| ROBERT WALLACE | |||||||
| PHYSICIAN | 40.00 | $567,418 | $64,522 | $16,837 | Yes (X) | ||
| DAVID SCHWARTZ | |||||||
| PHYSICIAN | 40.00 | $518,455 | $203,359 | $59,041 | Yes (X) | ||
| DAVID W PEELER | |||||||
| PHYSICIAN | 40.00 | $756,818 | $0 | $12,200 | Yes (X) | ||
| SAI VELAMURI VENKATA | |||||||
| PHYSICIAN | 40.00 | $780,493 | $80,281 | $29,632 | Yes (X) | ||
| M BARRY RANDALL | |||||||
| PHYSICIAN | 40.00 | $816,680 | $30,396 | $58,162 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $6,409,442 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $5,408,775 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $857,007 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 149 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| JAMES ERIC GARDNER MD PC | |||||
| 6490 MT MORIAH RD EXTENDED 202 | MEMPHIS | TN | 38115 | VASCULAR SURGERY | $406,412 |
| MELLON CONSULTING GROUP LLC | |||||
| 7500 CAPITAL DR 120 | GERMANTOWN | TN | 38138 | CONSULTING | $301,800 |
| ENSEARCH MANAGEMENT LLC | |||||
| 905 E COTATI AVE | COTATI | CA | 94931 | CONSULTING | $232,595 |
| SELLERS DORSEY & ASSOCIATES LLC | |||||
| 1635 MARKET ST RECEPTION | PHILADELPHIA | PA | 19102 | CONSULTING | $222,670 |
| FORVIS LLP | |||||
| 999 S SHADY GROVE RD | MEMPHIS | TN | 38120 | TAX/AUDIT FEES | $132,300 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 8 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| NET PATIENT CHARGES | 621110 | $44,653,034 | $44,653,034 |
| CONTRACT REVENUE | 621110 | $21,006,127 | $21,006,127 |
| MEDICAL DIRECTOR REVEN | 621110 | $2,098,681 | $2,098,681 |
| MANAGEMENT FEE INCOME | 621110 | $597,218 | $597,218 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $68,355,060 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,639 | TotalRevenueColumnAmt |
| Exclusion | $3,639 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,299,496 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,299,496 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,299,496 | TotalRevenueColumnAmt |
| Exclusion | $1,299,496 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,378,985 | SecuritiesAmt |
| Other | $9,086 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,378,985 | SecuritiesAmt |
| Other | $9,086 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,388,071 | TotalRevenueColumnAmt |
| Exclusion | $1,388,071 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| PFI CONTRACT | 900099 | $9,146,404 | $9,146,404 |
| MISCELLANEOUS INCOME | 900099 | $5,362,494 | $5,362,494 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $14,508,898 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $85,555,164 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $68,355,060 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $17,200,104 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $673,431 | TotalAmt |
| Program Services | $673,431 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,969,581 | TotalAmt |
| Management And General | $2,969,581 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,277,440 | TotalAmt |
| Program Services | $44,827,335 | ProgramServicesAmt |
| Management And General | $3,450,105 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $992,768 | TotalAmt |
| Program Services | $992,768 | ProgramServicesAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,270,534 | TotalAmt |
| Program Services | $1,986,105 | ProgramServicesAmt |
| Management And General | $284,429 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,697,388 | TotalAmt |
| Program Services | $2,359,488 | ProgramServicesAmt |
| Management And General | $337,900 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $362,764 | TotalAmt |
| Program Services | $74,488 | ProgramServicesAmt |
| Management And General | $288,276 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $111,401 | TotalAmt |
| Program Services | $22,875 | ProgramServicesAmt |
| Management And General | $88,526 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,734,650 | TotalAmt |
| Program Services | $9,376,465 | ProgramServicesAmt |
| Management And General | $1,358,185 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $75,024 | TotalAmt |
| Program Services | $48,781 | ProgramServicesAmt |
| Management And General | $26,243 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,664,903 | TotalAmt |
| Program Services | $1,042,127 | ProgramServicesAmt |
| Management And General | $622,776 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,615,252 | TotalAmt |
| Program Services | $1,842,760 | ProgramServicesAmt |
| Management And General | $772,492 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $138,783 | TotalAmt |
| Program Services | $116,279 | ProgramServicesAmt |
| Management And General | $22,504 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $327,042 | TotalAmt |
| Program Services | $200,022 | ProgramServicesAmt |
| Management And General | $127,020 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $352,975 | TotalAmt |
| Program Services | $612 | ProgramServicesAmt |
| Management And General | $352,363 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,483,717 | TotalAmt |
| Program Services | $807,108 | ProgramServicesAmt |
| Management And General | $676,609 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,165,233 | TotalAmt |
| Program Services | $1,597,582 | ProgramServicesAmt |
| Management And General | $567,651 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| DRUGS AND MEDICAL | $3,524,681 | $3,509,680 | $15,001 |
| BAD DEBT | $2,837,361 | $2,837,361 | |
| R & M | $2,395,059 | $682,044 | $1,713,015 |
| OVERHEAD | $990,355 | $990,355 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,508 | TotalAmt |
| Program Services | $12,543 | ProgramServicesAmt |
| Management And General | $7,965 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $87,680,850 | TotalAmt |
| Program Services | $74,000,209 | ProgramServicesAmt |
| Management And General | $13,680,641 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,322 | BOYAmt |
| EOY | $2,130 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,931,204 | BOYAmt |
| EOY | $9,016,370 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,424,478 | BOYAmt |
| EOY | $9,848,492 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $170,125 | BOYAmt |
| EOY | $127,192 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $854,956 | BOYAmt |
| EOY | $1,120,277 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $34,320,506 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $18,141,759 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,086,636 | BOYAmt |
| EOY | $16,178,747 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,347,833 | BOYAmt |
| EOY | $2,593,788 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $529,129 | BOYAmt |
| EOY | $359,246 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,493,330 | BOYAmt |
| EOY | $8,417,553 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,840,013 | BOYAmt |
| EOY | $47,663,795 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,486,228 | BOYAmt |
| EOY | $9,844,718 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $813,547 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,246,920 | BOYAmt |
| EOY | $11,410,690 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $488,264 | BOYAmt |
| EOY | $3,950,279 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,034,959 | BOYAmt |
| EOY | $25,205,687 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,805,054 | BOYAmt |
| EOY | $22,458,108 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,805,054 | BOYAmt |
| EOY | $22,458,108 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,840,013 | BOYAmt |
| EOY | $47,663,795 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$2,125,686 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | -$221,260 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital | Yes (X) | HospitalInd |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $675,000 | OtherCostOrOtherBasisAmt |
| Book Value | $675,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $13,008,609 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,067,486 | DepreciationAmt |
| Book Value | $11,941,123 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,059,100 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,899,694 | DepreciationAmt |
| Book Value | $159,406 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $17,570,012 | OtherCostOrOtherBasisAmt |
| Depreciation | $14,174,579 | DepreciationAmt |
| Book Value | $3,395,433 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,785 | OtherCostOrOtherBasisAmt |
| Book Value | $7,785 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $16,178,747 | TotalBookValueLandBuildingsAmt |
Invst Program Related Org InvstProgramRelatedOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROGRAM RELATED INVESTMENTS | Desc |
| Book Value | $2,593,788 | BookValueAmt |
| Method Valuation | C | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Program Rltd | $2,593,788 | TotalBookValueProgramRltdAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| OTHER RECEIVABLES | $5,588,809 |
| RIGHT-OF-USE LEASE ASSET | $2,828,744 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $8,417,553 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DUE TO MSO | $998,252 |
| RIGHT-OF-USE LEASE LIABILITY | $2,952,027 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $3,950,279 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE INTERNAL REVENUE SERVICE HAS DETERMINED THAT THE COMPANY AND CERTAIN OF ITS WHOLLY-OWNED SUBSIDIARIES ARE EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE ("IRC"). THE COMPANY IS REQUIRED TO OPERATE IN CONFORMITY WITH THE IRC IN ORDER TO MAINTAIN ITS TAX-EXEMPT STATUS. THE COMPANY HAS DETERMINED THAT IS DOES NOT HAVE ANY MATERIAL UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2022 AND 2021. UPM IS SUBJECT TO UNRELATED BUSINESS INCOME TAX ("UBIT"). CERTAIN SUBSIDIARIES ARE NOT WHOLLY-OWNED AND THEREFORE ARE SUBJECT TO TENNESSEE FRANCHISE AND EXCISE TAXES AT THE ENTITY LEVEL. NO TAXES WERE DUE FOR THE YEARS ENDED DECEMBER 31, 2022 AND 2021. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF TENNESSEE HEALTH SCIENCES CENTER | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 910 MADISON AVENUE | AddressLine1Txt |
| City | MEMPHIS | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 38163 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 626001636 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Cash Grant | $310,122 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Purpose Of Grant | SUPPORT FOR NEONATOLOGY AND DERMATOLOGY RESIDENCY PROGRAMS. | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (19 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SCOTT STROME | ||||||||||||||
| CHAIRMAN OF THE BOARD | $105,000 | $850,550 | $189 | $0 | $1,121 | $0 | $0 | $67,832 | $0 | $22,529 | $106,310 | $940,911 | $0 | $0 |
| M BARRY RANDALL | ||||||||||||||
| PHYSICIAN | $646,000 | $30,396 | $167,508 | $0 | $3,172 | $0 | $12,200 | $24,528 | $0 | $21,434 | $828,880 | $76,358 | $0 | $0 |
| SAI VELAMURI VENKATA | ||||||||||||||
| PHYSICIAN | $629,650 | $80,281 | $150,263 | $0 | $580 | $0 | $12,200 | $5,309 | $0 | $12,123 | $792,693 | $97,713 | $0 | $0 |
| DAVID SHIBATA | ||||||||||||||
| CHAIR OF UTHSC DEPT OF SUR | $0 | $824,600 | $0 | $0 | $0 | $0 | $0 | $15,850 | $0 | $24,003 | $0 | $864,453 | $0 | $0 |
| TEJESH PATEL | ||||||||||||||
| CHAIR OF UTHSC DEPT OF DER | $466,550 | $243,584 | $56,366 | $0 | $580 | $0 | $12,200 | $18,900 | $0 | $19,222 | $535,696 | $281,706 | $0 | $0 |
| JON MCCULLERS | ||||||||||||||
| SR EXEC ASSOCIATE DEAN OF | $0 | $745,291 | $0 | $0 | $0 | $0 | $0 | $37,920 | $0 | $23,708 | $0 | $806,919 | $0 | $0 |
| DAVID SCHWARTZ | ||||||||||||||
| PHYSICIAN | $512,500 | $203,359 | $4,529 | $0 | $1,426 | $0 | $12,200 | $43,290 | $0 | $3,551 | $530,655 | $250,200 | $0 | $0 |
| DAVID W PEELER | ||||||||||||||
| PHYSICIAN | $583,923 | $0 | $168,381 | $0 | $4,514 | $0 | $12,200 | $0 | $0 | $0 | $769,018 | $0 | $0 | $0 |
| KENNARD BROWN | ||||||||||||||
| EXEC VICE CHANCELLOR OF UT | $0 | $670,074 | $0 | $0 | $0 | $0 | $0 | $48,000 | $0 | $18,609 | $0 | $736,683 | $0 | $0 |
| M BOYD GILLESPIE | ||||||||||||||
| CHAIR OF UTHSC DEPT OF OTO | $425,005 | $221,095 | $5,600 | $0 | $1,426 | $0 | $12,200 | $38,064 | $0 | $22,443 | $444,231 | $281,602 | $0 | $0 |
| ROBERT WALLACE | ||||||||||||||
| PHYSICIAN | $481,858 | $64,522 | $82,920 | $0 | $2,640 | $0 | $0 | $4,517 | $0 | $12,320 | $567,418 | $81,359 | $0 | $0 |
| ROBERT CANADA | ||||||||||||||
| CHIEF MEDICAL OFFICER | $330,279 | $136,837 | $126,208 | $0 | $1,106 | $0 | $12,200 | $27,600 | $0 | $12,279 | $469,793 | $176,716 | $0 | $0 |
| MUNEEZA KHAN | ||||||||||||||
| CHAIR OF UTHSC DEPT OF FAM | $2,400 | $456,661 | $48,524 | $0 | $0 | $0 | $1,528 | $18,816 | $0 | $22,259 | $52,452 | $497,736 | $0 | $0 |
| AJAY JAYANTILAL TALATI | ||||||||||||||
| SECRETARY, CHAIR OF UTHSC | $311,093 | $0 | $196,403 | $0 | $1,866 | $0 | $12,200 | $0 | $0 | $0 | $521,562 | $0 | $0 | $0 |
| G NICHOLAS VERNE | ||||||||||||||
| CHAIR OF UTHSC DEPT OF MED | $0 | $434,692 | $0 | $0 | $0 | $0 | $0 | $62,352 | $0 | $5,370 | $0 | $502,414 | $0 | $0 |
| ANTHONY FERRARA | ||||||||||||||
| SR VICE CHANCELLOR OF FINA | $0 | $446,833 | $0 | $0 | $0 | $0 | $0 | $27,000 | $0 | $18,678 | $0 | $492,511 | $0 | $0 |
| SHANNON TACKER | ||||||||||||||
| PRESIDENT/CEO/TREASURER | $308,280 | $0 | $76,683 | $0 | $1,420 | $0 | $18,300 | $0 | $20,052 | $0 | $424,735 | $0 | $0 | $0 |
| MICHAEL JACKSON | ||||||||||||||
| CFO | $222,008 | $0 | $36,575 | $0 | $1,420 | $0 | $10,546 | $0 | $11,252 | $0 | $281,801 | $0 | $0 | $0 |
| COURTNEY K LOVE | ||||||||||||||
| CHIEF ADMINISTRATIVE OFFIC | $214,001 | $0 | $29,037 | $0 | $438 | $0 | $8,952 | $0 | $10,271 | $0 | $262,699 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | ACCORDING TO THE BYLAWS, THE COMPENSATION COMMITTEE OF THE UTMG BOARD OF DIRECTORS IS RESPONSIBLE FOR "APPROVING THE COMPENSATION OF THE EXECUTIVE STAFF AND APPLICABLE DIRECTORS OF THE GROUP. THE COMPENSATION COMMITTEE SHALL AT THE DIRECTION OF THE BOARD OF DIRECTORS REVIEW THE SYSTEM OF COMPENSATION OF THE GROUP'S MEMBERS AND OTHER PROFESSIONAL EMPLOYEES. THE COMPENSATION COMMITTEE IS COMPOSED OF THREE (3) VOTING MEMBERS, ALL OF WHOM UT MEDICAL GROUP, ARE INDEPENDENT, OUTSIDE DIRECTORS AND THREE (3) NONVOTING MEMBERS, INCLUDING THE CHAIRMAN OF THE BOARD AND TWO OTHER DIRECTORS. |
| FORM 990, PART VI, SECTION A, LINE 7A | ACCORDING TO THE BYLAWS: THE MEMBERS OF THE GROUP ANNUALLY SHALL ELECT THE MEMBER DIRECTORS WHO WILL SERVE ON THE BOARD OF DIRECTORS AT AN ELECTION HELD IN ACCORDANCE WITH SECTION 3.3 OF ARTICLE III OF THE BYLAWS. |
| FORM 990, PART VI, SECTION A, LINE 7B | ACCORDING TO THE BYLAWS: THE MEMBERS SHALL ALSO HAVE THE RIGHT TO APPROVE OR DISAPPROVE THE DECISION OF THE BOARD OF DIRECTORS TO MERGE, LIQUIDATE, DISSOLVE OR TERMINATE THE GROUP, BY A VOTE OF 2/3 OF THE MEMBERS PRESENT OR REPRESENTED AT SUCH MEETING. THE MEMBERS SHALL ALSO HAVE THE RIGHT TO VOTE UPON SUCH MATTERS AS MAY BE PRESENTED TO THEM FROM TIME TO TIME BY THE BOARD OF DIRECTORS OR UPON SUCH MATTERS AS MAY BE PRESENTED BY A MAJORITY OF THE MEMBERS PRESENT OR REPRESENTED AT ANY ANNUAL OR SPECIAL MEETING OF THE MEMBERS; PROVIDED, HOWEVER, THAT ANY SUCH MATTERS ARE NOT VESTED EXCLUSIVELY, DIRECTLY OR INDIRECTLY, WITH THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION B, LINE 11B | UTMG'S BOARD OF DIRECTORS HAS DELEGATED THE 990 REVIEW PROCESS TO THE AUDIT, FINANCE, AND BUDGET COMMITTEE, WHICH IS A COMMITTEE OF THE BOARD. THIS COMMITTEE REVIEWS UTMG'S 990 AND 990-T AND APPROVES THE RETURNS. |
| FORM 990, PART VI, SECTION B, LINE 12C | ANNUALLY, THE OFFICERS AND DIRECTORS OF UTMG RECEIVED UTMG'S CONFLICT OF INTEREST POLICY AND A FORM TO COMPLETE AND SIGN ACKNOWLEDGING THAT THEY HAVE READ, UNDERSTAND, AND AGREE TO COMPLY WITH THE CONFLICT OF INTEREST POLICY. IN THE EVENT A POTENTIAL CONFLICT OF INTEREST WITH ANY OFFICER OR DIRECTOR ARISES, THE PROCESS FOR DISCLOSING THE ACTUAL OR POSSIBLE CONFLICT, DETERMINING IF ONE EXISTS, AND ADDRESSING A CONFLICT IS INCLUDED IN THE CONFLICT OF INTEREST POLICY AND IS FOLLOWED. |
| FORM 990, PART VI, SECTION B, LINE 15 | ACCORDING TO THE BYLAWS, THE COMPENSATION COMMITTEE OF THE UTMG BOARD OF DIRECTORS IS RESPONSIBLE FOR "APPROVING THE COMPENSATION OF THE EXECUTIVE STAFF AND APPLICABLE DIRECTORS OF THE GROUP. THE COMPENSATION COMMITTEE SHALL AT THE DIRECTION OF THE BOARD OF DIRECTORS REVIEW THE SYSTEM OF COMPENSATION OF THE GROUP'S MEMBERS AND OTHER PROFESSIONAL EMPLOYEES. THE COMPENSATION COMMITTEE IS COMPOSED OF THREE (3) VOTING MEMBERS, ALL OF WHOM ARE INDEPENDENT, OUTSIDE DIRECTORS AND THREE (3) NONVOTING MEMBERS, INCLUDING THE CHAIRMAN OF THE BOARD AND TWO OTHER DIRECTORS. DURING THE REPORTING PERIOD, THE COMPENSATION COMMITTEE MET AS OFTEN AS NEEDED AND, UTILIZING COMPENSATION MARKET SURVEY DATA, REVIEWED AND APPROVED SALARIES OF THE CHIEF EXECUTIVE OFFICER, OTHER EXECUTIVE OFFICERS, AND KEY EMPLOYEES. ACTIONS OF THE COMMITTEE WERE DOCUMENTED CONTEMPORANEOUSLY. |
| FORM 990, PART VI, SECTION C, LINE 19 | FORMS 1023, 990, AND 990-T ARE MADE AVAILABLE UPON REQUEST. PAPER COPIES OF THE SPECIFIC DOCUMENTS ARE FORWARDED TO THE REQUESTING INDIVIDUALS. FORMS 990 AND 990-T ARE ALSO AVAILABLE ON GUIDESTAR.ORG. THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE UPON REQUEST. PAPER COPIES OF THE SPECIFIC DOCUMENTS ARE FORWARDED TO THE REQUESTING INDIVIDUALS. THE ORGANIZATION MAKES ITS FINANCIAL STATEMENTS AVAILABLE TO THOSE ENTITIES WITH A BUSINESS NEED. |
| FORM 990, PART IX, LINE 11G | PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 6,696,754. MANAGEMENT AND GENERAL EXPENSES 970,028. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 7,666,782. MEDICAL/BILLING: PROGRAM SERVICE EXPENSES 2,046,921. MANAGEMENT AND GENERAL EXPENSES 296,497. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,343,418. CONSULTING: PROGRAM SERVICE EXPENSES 632,790. MANAGEMENT AND GENERAL EXPENSES 91,660. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 724,450. |
| FORM 990, PART XI, LINE 9: | NONCONTROLLING INTEREST -221,260. |
| FORM 990, PART XII, LINE 2C: | THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (10 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|
| UTMG VASCULAR ACCESS PHYSICIANS LLC | |||||||||
| 1407 UNION AVE STE 700 | MEMPHIS | TN | 38104 | 460928187 | VASCULAR ACCESS CENTER | TN | $7,727,089 | $24,169,444 | UT MEDICAL GROUP INC |
| UTMG NEPHROLOGY II LLC | |||||||||
| 1407 UNION AVE STE 700 | MEMPHIS | TN | 38104 | 471464376 | MEDICAL CARE | TN | $0 | $197,357 | UT MEDICAL GROUP INC |
| UTMG PATHOLOGY LLC | |||||||||
| 1407 UNION AVE STE 700 | MEMPHIS | TN | 38104 | 471252510 | MEDICAL CARE | TN | $0 | $0 | UT MEDICAL GROUP INC |
| UNIVERSITY PRACTICE MANAGEMENT | |||||||||
| 1407 UNION AVE STE 700 | MEMPHIS | TN | 38104 | 273733656 | PROVIDES BILLING & ADMIN SERVICES TO OTHER ACADEMIC MEDICAL PRACTICES | TN | $0 | $0 | UT MEDICAL GROUP INC |
| MSC GENERAL PARTNER LLC | |||||||||
| 1407 UNION AVE STE 700 | MEMPHIS | TN | 38104 | 832737333 | HOLDING COMPANY | TN | $0 | $0 | UT MEDICAL GROUP INC |
| MSC LIMITED PARTNER LLC | |||||||||
| 1407 UNION AVE STE 700 | MEMPHIS | TN | 38104 | 832747899 | HOLDING COMPANY | TN | $0 | $0 | UT MEDICAL GROUP INC |
| UT MOBILE STROKE UNIT LLC | |||||||||
| 1407 UNION AVE STE 700 | MEMPHIS | TN | 38104 | 811109107 | MEDICAL CARE | TN | $0 | $0 | UT MEDICAL GROUP INC |
| MSC PROPERTIES LLC | |||||||||
| 1407 UNION AVE STE 700 | MEMPHIS | TN | 38104 | 832779010 | REAL ESTATE | TN | $0 | $0 | UT MEDICAL GROUP INC |
| 1068 CRESTHAVEN LLC | |||||||||
| 1407 UNION AVE STE 700 | MEMPHIS | TN | 38104 | 841896996 | MEDICAL CARE | TN | $0 | $0 | UT MEDICAL GROUP INC |
| MSC MANAGEMENT LLC | |||||||||
| 1407 UNION AVE STE 700 | MEMPHIS | TN | 38104 | 832758229 | MANAGEMENT SERVICES | TN | $0 | $0 | UT MEDICAL GROUP INC |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Controlled OrganizationControlledOrganizationInd | Public Charity StatusPublicCharityStatusTxt |
|---|---|---|---|---|---|---|---|---|---|
| UTHSC COLLEGE OF MEDICINE | |||||||||
| 1407 UNION AVE STE 700 | MEMPHIS | TN | 38104 | 626001636 | MEDICAL CARE | TN | 170(C) | 0 | |
| INTERVENTIONAL ASSOCIATES OF MEMPHIS PC | |||||||||
| 1407 UNION AVE STE 700 | MEMPHIS | TN | 38104 | 201082435 | MEDICAL CARE | TN | 501(C)(3) | 0 | LINE 1 |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Predominant Income TypePredominantIncomeTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd | OwnershipOwnershipPct |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| UTMG NEPHROLOGY LLC | |||||||||||||
| 1407 UNION AVE STE 700 | MEMPHIS | TN | 38104 | 271561248 | MEDICAL CARE | TN | UT MEDICAL GROUP INC | RELATED | -$91,507 | $918,577 | 0 | Yes (1) | 0.80000 |
| UTMG DERMATOPATHOLOGY LLC | |||||||||||||
| 1407 UNION AVE STE 700 | MEMPHIS | TN | 38104 | 461168283 | MEDICAL CARE | TN | UT MEDICAL GROUP INC | RELATED | $4,300,133 | $73,139,267 | 0 | Yes (1) | 0.67330 |
| MEMPHIS SURGERY CENTER LTD | |||||||||||||
| 1407 UNION AVE STE 700 | MEMPHIS | TN | 38104 | 621218330 | MEDICAL CARE | TN | UT MEDICAL GROUP INC | RELATED | $4,315,085 | $36,231,433 | 0 | Yes (1) | 0.78410 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (1) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (5 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| MEMPHIS SURGERY CENTER | ||
| A | $259,152 | COST |
| MEMPHIS SURGERY CENTER | ||
| O | $1,846,410 | COST |
| UT DERMATOPATHOLOGY | ||
| O | $3,051,292 | COST |
| MEMPHIS SURGERY CENTER | ||
| Q | $1,433,960 | COST |
| UT DERMATOPATHOLOGY | ||
| Q | $724,494 | COST |