UNIVERSITY MEDICAL GROUP: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY MEDICAL GROUP (EIN 93-0608012)
- Tax period
- 2017-07-01 to 2018-06-30
- Filed
- 2019-05-09
- IRS object ID
- 201901299349302805
- Schema version
- 2017v2.3
- 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 | 2019-05-09T17:57:38-05:00 | ReturnTs |
| Tax Period End | 2018-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1918 Eighth Avenue Suite 2900 | AddressLine1Txt |
| City | Seattle | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 930608012 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | University Medical Group | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % JOHN KULAWIEC | InCareOfNm |
| Business Name Control | UNIV | BusinessNameControlTxt |
| Phone | 5034948423 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1400 SW 5th Avenue Suite 500 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97201 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MATTHEW NAVIGATO | PersonNm |
| Person Title | COO | PersonTitleTxt |
| Phone | 5034948423 | PhoneNum |
| Signature | 2019-05-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Sue W Robinson | PreparerPersonNm |
| PTIN | P00560072 | PTIN |
| Phone | 2069134000 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 167.68.102.5 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 91023620191295000002 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2019-05-09 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 72DF07D6D6FC31831E72341C47D95D8DA6AC747E | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 7616599C0C3AAE9C4842A773B96329259C89F309 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Principal Officer | Anthony Masciotra | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3181 SW SAM JACKSON RD | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97239 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $18,533,255 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1998 | FormationYr |
| Legal Domicile State | OR | LegalDomicileStateCd |
| Activity Or Mission | UNIVERSITY MEDICAL GROUP IS ORGANIZED AND AT ALL TIMES WILL BE OPERATED FOR THE BENEFIT OF OREGON HEALTH & SCIENCE UNIVERSITY TO PROVIDE ADMINISTRATIVE AND MANAGEMENT SERVICES | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 0 | VotingMembersIndependentCnt |
| Total Employee | 171 | TotalEmployeeCnt |
| Total Volunteers | 1 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $16,255,533 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $18,531,616 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,225 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,639 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $16,257,758 | PYTotalRevenueAmt |
| CY Total Revenue | $18,533,255 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $10,563,390 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $12,055,616 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $5,084,329 | PYOtherExpensesAmt |
| CY Other Expenses | $5,375,008 | CYOtherExpensesAmt |
| PY Total Expenses | $15,647,719 | PYTotalExpensesAmt |
| CY Total Expenses | $17,430,624 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $610,039 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,102,631 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $9,820,940 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,028,153 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,928,625 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,033,207 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $6,892,315 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $7,994,946 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE SOLE PURPOSE OF UNIVERSITY MEDICAL GROUP IS TO PROVIDE A VARIETY OF ADMINISTRATIVE AND MANAGEMENT SERVICES TO OREGON HEALTH & SCIENCE UNIVERSITY PRACTICE PLAN. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $17,430,624 | ExpenseAmt |
| Revenue | $18,531,616 | RevenueAmt |
| Desc | UNIVERSITY MEDICAL GROUP (UMG) IS ORGANIZED AND OPERATED EXCLUSIVELY TO SUPPORT THE CHARITABLE, EDUCATIONAL, AND SCIENTIFIC MISSIONS OF OREGON HEALTH & SCIENCE UNIVERSITY (OHSU). THE SOLE PURPOSE OF UMG IS TO PROVIDE A VARIETY OF SERVICES TO OHSU, INCLUDING PROFESSIONAL FEE BILLING AND COLLECTION AND REVENUE CYCLE MANAGEMENT. UMG PROVIDED BILLING AND COLLECTION SERVICES FOR 1,920 OHSU CLINICIANS DURING FY 2018. | Desc |
| Total Program Service Expenses | $17,430,624 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 7 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 171 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | false | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 0 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN KULAWIEC | PersonNm |
| Phone | 5034948423 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1400 SW 5TH AVENUE SUITE 500 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97201 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (34 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| Anderson Sharon | |||||||||
| Director - Chairman | 0.3 | 50.0 | Yes (X) | $0 | $626,247 | $34,420 | |||
| Herzig Dan | |||||||||
| Director | 0.3 | 50.0 | Yes (X) | $0 | $435,825 | $41,147 | |||
| Cohen Norm | |||||||||
| Director | 0.3 | 50.0 | Yes (X) | $0 | $191,211 | $42,206 | |||
| Braner Dana | |||||||||
| Director | 0.3 | 50.0 | Yes (X) | $0 | $517,921 | $32,906 | |||
| Selden Nate | |||||||||
| Director | 0.3 | 50.0 | Yes (X) | $0 | $1,066,612 | $54,290 | |||
| Ma John | |||||||||
| Director | 0.3 | 50.0 | Yes (X) | $0 | $675,685 | $80,737 | |||
| Wilson David | |||||||||
| Director | 0.3 | 50.0 | Yes (X) | $0 | $772,750 | $73,356 | |||
| Flynn Jessica | |||||||||
| Director | 0.3 | 50.0 | Yes (X) | $0 | $255,257 | $15,564 | |||
| LaClair Catherine | |||||||||
| Director | 0.3 | 50.0 | Yes (X) | $0 | $284,956 | $19,790 | |||
| Masciotra Anthony | |||||||||
| Chief Executive Officer | 2.5 | 50.0 | $0 | $504,664 | $38,260 | Yes (X) | |||
| Navigato Matthew L | |||||||||
| Chief Operating Officer | 25.0 | 25.0 | $123,464 | $178,666 | $28,695 | Yes (X) | |||
| Bickle Tammy | |||||||||
| Director | 50.0 | 0.0 | $158,723 | $0 | $18,963 | Yes (X) | |||
| Duncan Barbara | |||||||||
| Information Services Manager | 40.0 | 0.0 | $144,639 | $0 | $16,158 | Yes (X) | |||
| Johnson Jessica | |||||||||
| Operations Manager | 40.0 | 0.0 | $138,897 | $0 | $15,527 | Yes (X) | |||
| Searls Angela | |||||||||
| Human Resources Manager | 40.0 | 0.0 | $137,980 | $0 | $14,537 | Yes (X) | |||
| Kulawiec John | |||||||||
| Controller | 40.0 | 0.0 | $135,865 | $0 | $15,105 | Yes (X) | |||
| Hunter John | |||||||||
| Former Director | 0.0 | 50.0 | $0 | $1,076,984 | $14,625 | Yes (X) | |||
| Smith Tim | |||||||||
| Former Director | 0.0 | 50.0 | $0 | $711,636 | $84,672 | Yes (X) | |||
| Leachman Sancy | |||||||||
| Former Director | 0.0 | 50.0 | $0 | $585,550 | $17,847 | Yes (X) | |||
| Amling Christopher | |||||||||
| Former Director | 0.0 | 50.0 | $0 | $630,925 | $33,111 | Yes (X) | |||
| Rugge Bruin | |||||||||
| Former Director | 0.0 | 50.0 | $0 | $298,126 | $37,420 | Yes (X) | |||
| Hardman Joe | |||||||||
| Former Director | 0.0 | 50.0 | $0 | $299,178 | $38,575 | Yes (X) | |||
| Halvorson Stephanie | |||||||||
| Former Director | 0.0 | 50.0 | $0 | $196,165 | $25,829 | Yes (X) | |||
| Keepers George | |||||||||
| Former Director | 0.0 | 50.0 | $0 | $429,251 | $64,379 | Yes (X) | |||
| Coakley Fergus | |||||||||
| Former Director | 0.0 | 50.0 | $0 | $697,147 | $29,425 | Yes (X) | |||
| Zaman Atif | |||||||||
| Former Director | 0.0 | 50.0 | $0 | $452,542 | $38,649 | Yes (X) | |||
| Balaji Seshadri | |||||||||
| Former Director | 0.0 | 50.0 | $0 | $350,491 | $36,890 | Yes (X) | |||
| Kaufman John | |||||||||
| Former Director | 0.0 | 50.0 | $0 | $519,327 | $79,876 | Yes (X) | |||
| Crawford Dennis | |||||||||
| Former Director | 0.0 | 50.0 | $0 | $565,912 | $55,620 | Yes (X) | |||
| Flint Paul | |||||||||
| Former Director | 0.0 | 50.0 | $0 | $563,322 | $41,183 | Yes (X) | |||
| Caughey Aaron | |||||||||
| Former Director | 0.0 | 50.0 | $0 | $545,968 | $35,214 | Yes (X) | |||
| Yackel Thomas | |||||||||
| Former Director | 0.0 | 50.0 | $0 | $278,624 | $4,050 | Yes (X) | |||
| Cigarroa Joaquin | |||||||||
| Former Director | 0.0 | 50.0 | $0 | $439,339 | $72,628 | Yes (X) | |||
| Thomas Charles | |||||||||
| Former Director | 0.0 | 50.0 | $0 | $570,118 | $44,555 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $839,568 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $14,720,399 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,296,209 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 14 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| EGS FINANCIAL CARE INC | |||||
| 500 N FRANKLIN TURNPIKE | RAMSEY | NJ | 07446 | CALL CENTER | $853,096 |
| TRIZETTO PROVIDER SOLUTIONS | |||||
| 3535 NW 58TH STREET SUITE 1010 | OKLAHOMA CITY | OK | 73112 | CLAIMS PROCESSING | $182,802 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Total Contributions | $0 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| BILLING FEES | 339110 | $17,219,274 | $17,219,274 |
| GRANTS & REIMBURSEMENTS | 339110 | $1,312,342 | $1,312,342 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $18,531,616 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,639 | TotalRevenueColumnAmt |
| Exclusion | $1,639 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $0 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $18,533,255 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $18,531,616 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $1,639 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,900 | TotalAmt |
| Program Services | $21,900 | ProgramServicesAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,529,637 | TotalAmt |
| Program Services | $8,529,637 | ProgramServicesAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $388,599 | TotalAmt |
| Program Services | $388,599 | ProgramServicesAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,472,907 | TotalAmt |
| Program Services | $2,472,907 | ProgramServicesAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $642,573 | TotalAmt |
| Program Services | $642,573 | ProgramServicesAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,150 | TotalAmt |
| Program Services | $34,150 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $97,050 | TotalAmt |
| Program Services | $97,050 | ProgramServicesAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,932,347 | TotalAmt |
| Program Services | $1,932,347 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $187,728 | TotalAmt |
| Program Services | $187,728 | ProgramServicesAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $498,415 | TotalAmt |
| Program Services | $498,415 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,315 | TotalAmt |
| Program Services | $29,315 | ProgramServicesAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,640 | TotalAmt |
| Program Services | $10,640 | ProgramServicesAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $118,806 | TotalAmt |
| Program Services | $118,806 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,467 | TotalAmt |
| Program Services | $31,467 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| DATA PROCESSING | $1,005,284 | $1,005,284 |
| TRAINING | $12,844 | $12,844 |
| PRINTING, POSTAGE, SUPPLIES | $279,012 | $279,012 |
| COMMUNICATIONS | $163,575 | $163,575 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $974,375 | TotalAmt |
| Program Services | $974,375 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,430,624 | TotalAmt |
| Program Services | $17,430,624 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,674,521 | BOYAmt |
| EOY | $7,643,111 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,017,687 | BOYAmt |
| EOY | $1,019,326 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,780,820 | BOYAmt |
| EOY | $2,135,129 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $54,955 | BOYAmt |
| EOY | $54,824 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,535,795 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,360,032 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $292,957 | BOYAmt |
| EOY | $175,763 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,820,940 | BOYAmt |
| EOY | $11,028,153 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,351,683 | BOYAmt |
| EOY | $1,534,964 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,576,942 | BOYAmt |
| EOY | $1,498,243 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,928,625 | BOYAmt |
| EOY | $3,033,207 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,892,315 | BOYAmt |
| EOY | $7,994,946 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,892,315 | BOYAmt |
| EOY | $7,994,946 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,820,940 | BOYAmt |
| EOY | $11,028,153 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,102,631 | ReconcilationRevenueExpnssAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type1 | Yes (X) | SupportingOrgType1Ind |
| Supported Organizations | 1 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp
Supported Organization Name SupportedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OREGON HEALTH & SCIENCE UNIVERSITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 931176109 | EIN |
| Organization Type | 6 | OrganizationTypeCd |
| Governing Document Listed | Yes (true) | GoverningDocumentListedInd |
| Support | $17,311,819 | SupportAmt |
| Other Support | $0 | OtherSupportAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 1 | SupportedOrganizationsTotalCnt |
| Support Sum | $17,311,819 | SupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (true) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | false | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | false | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | false | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | false | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | false | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | false | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | false | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | false | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | false | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | false | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | false | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | false | ContributionControllerInd |
| Contribution Family | false | ContributionFamilyInd |
| Contribution35 Controlled | false | Contribution35ControlledInd |
Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Power Appoint Majority Dir Trst | Yes (true) | PowerAppointMajorityDirTrstInd |
| Operate Benefit Non Suprt Org | false | OperateBenefitNonSuprtOrgInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Amount of Support | SEE SCHEDULE O, STATEMENT 1 SCHEDULE A, PART I, LINE 11H, COLUMN VII TOTAL FUNCTIONAL EXPENSES FORM 990 PART IX $17,430,624 DEPRECIATION FORM 990 PART IX LINE 22 $ (118,806) ------------ TOTAL SUPPORT PROVIDED TO OHSU $17,311,819 |
| DESCRIPTION OF SUPPORT | SEE SCHEDULE O, STATEMENT 2 SCHEDULE A, PART I, LINE 11H, COLUMN VII UNIVERSITY MEDICAL GROUP IS ORGANIZED AND OPERATED TO PROVIDE ADMINISTRATIVE AND MANAGEMENT SERVICES TO OREGON HEALTH & SCIENCE UNIVERSITY. TOTAL SUPPORT OF $17,311,819 CONSISTS OF VARIOUS EXPENSES PAID ON BEHALF OF OREGON HEALTH & SCIENCE UNIVERSITY. SEE FORM 990, PART IX FOR ADDITIONAL DETAIL. |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp | |
| CY Minus3 Yr Endwmt Fund | CYMinus3YrEndwmtFundGrp | |
| CY Minus4 Yr Endwmt Fund | CYMinus4YrEndwmtFundGrp | |
| Land | LandGrp | |
| Buildings | BuildingsGrp |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $226,414 | OtherCostOrOtherBasisAmt |
| Depreciation | $196,225 | DepreciationAmt |
| Book Value | $30,189 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Equipment | EquipmentGrp |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,309,381 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,163,807 | DepreciationAmt |
| Book Value | $145,574 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $175,763 | TotalBookValueLandBuildingsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DUE TO AFFILIATES | $1,429,190 |
| DEFERRED LEASE OBLIGATION | $69,053 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,498,243 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $18,533,255 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Subtotal | $18,533,255 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $18,533,255 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $17,430,624 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $17,430,624 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $17,430,624 | TotalExpensesPerForm990Amt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (34 entries)
| TitleTitleTxt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Anderson Sharon | |||||||||||
| Director - Chairman | $602,105 | $20,000 | $4,142 | $32,400 | $2,020 | $660,667 | |||||
| Herzig Dan | |||||||||||
| Director | $418,430 | $0 | $17,395 | $37,800 | $3,347 | $476,972 | |||||
| Cohen Norm | |||||||||||
| Director | $184,658 | $1,037 | $5,516 | $38,337 | $3,869 | $233,417 | |||||
| Braner Dana | |||||||||||
| Director | $457,190 | $50,000 | $10,731 | $30,802 | $2,104 | $550,827 | |||||
| Selden Nate | |||||||||||
| Director | $1,029,962 | $20,000 | $16,650 | $54,000 | $290 | $1,120,902 | |||||
| Ma John | |||||||||||
| Director | $639,035 | $20,000 | $16,650 | $54,000 | $26,737 | $756,422 | |||||
| Wilson David | |||||||||||
| Director | $733,883 | $30,000 | $8,867 | $46,440 | $26,916 | $846,106 | |||||
| Flynn Jessica | |||||||||||
| Director | $237,611 | $9,774 | $7,872 | $15,004 | $560 | $270,821 | |||||
| LaClair Catherine | |||||||||||
| Director | $282,476 | $0 | $2,480 | $16,200 | $3,590 | $304,746 | |||||
| Masciotra Anthony | |||||||||||
| Chief Executive Officer | $390,402 | $101,023 | $13,239 | $32,400 | $5,860 | $542,924 | |||||
| Navigato Matthew L | |||||||||||
| Chief Operating Officer | $171,323 | $0 | $7,343 | $13,555 | $900 | $193,121 | $118,667 | $0 | $4,797 | $14,240 | $137,704 |
| Bickle Tammy | |||||||||||
| Director | $0 | $0 | $0 | $0 | $0 | $0 | $147,317 | $10,705 | $701 | $18,963 | $177,686 |
| Duncan Barbara | |||||||||||
| Information Services Manager | $0 | $0 | $0 | $0 | $0 | $0 | $126,505 | $8,142 | $9,992 | $16,158 | $160,797 |
| Johnson Jessica | |||||||||||
| Operations Manager | $0 | $0 | $0 | $0 | $0 | $0 | $121,097 | $8,294 | $9,506 | $15,527 | $154,424 |
| Searls Angela | |||||||||||
| Human Resources Manager | $0 | $0 | $0 | $0 | $0 | $0 | $120,366 | $775 | $16,839 | $14,537 | $152,517 |
| Kulawiec John | |||||||||||
| Controller | $0 | $0 | $0 | $0 | $0 | $0 | $125,098 | $775 | $9,992 | $15,105 | $150,970 |
| Hunter John | |||||||||||
| Former Director | $892,966 | $164,352 | $19,666 | $0 | $14,625 | $1,091,609 | |||||
| Smith Tim | |||||||||||
| Former Director | $693,309 | $0 | $18,327 | $54,000 | $30,672 | $796,308 | |||||
| Leachman Sancy | |||||||||||
| Former Director | $536,215 | $32,685 | $16,650 | $17,847 | $0 | $603,397 | |||||
| Amling Christopher | |||||||||||
| Former Director | $600,194 | $20,000 | $10,731 | $28,647 | $4,464 | $664,036 | |||||
| Rugge Bruin | |||||||||||
| Former Director | $281,476 | $0 | $16,650 | $32,400 | $5,020 | $335,546 | |||||
| Hardman Joe | |||||||||||
| Former Director | $282,528 | $0 | $16,650 | $37,800 | $775 | $337,753 | |||||
| Halvorson Stephanie | |||||||||||
| Former Director | $179,235 | $0 | $16,930 | $21,993 | $3,836 | $221,994 | |||||
| Keepers George | |||||||||||
| Former Director | $396,238 | $20,000 | $13,013 | $59,684 | $4,695 | $493,630 | |||||
| Coakley Fergus | |||||||||||
| Former Director | $660,497 | $20,000 | $16,650 | $17,847 | $11,578 | $726,572 | |||||
| Zaman Atif | |||||||||||
| Former Director | $434,892 | $1,000 | $16,650 | $37,800 | $849 | $491,191 | |||||
| Balaji Seshadri | |||||||||||
| Former Director | $333,841 | $0 | $16,650 | $32,400 | $4,490 | $387,381 | |||||
| Kaufman John | |||||||||||
| Former Director | $481,240 | $23,440 | $14,647 | $71,658 | $8,218 | $599,203 | |||||
| Crawford Dennis | |||||||||||
| Former Director | $549,183 | $0 | $16,729 | $47,358 | $8,262 | $621,532 | |||||
| Flint Paul | |||||||||||
| Former Director | $530,357 | $20,000 | $12,965 | $32,400 | $8,783 | $604,505 | |||||
| Caughey Aaron | |||||||||||
| Former Director | $504,330 | $30,000 | $11,638 | $17,957 | $17,257 | $581,182 | |||||
| Yackel Thomas | |||||||||||
| Former Director | $273,906 | $0 | $4,718 | $0 | $4,050 | $282,674 | |||||
| Cigarroa Joaquin | |||||||||||
| Former Director | $395,701 | $26,200 | $17,438 | $54,000 | $18,628 | $511,967 | |||||
| Thomas Charles | |||||||||||
| Former Director | $549,228 | $20,000 | $890 | $37,800 | $6,755 | $614,673 | |||||
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Form Sch J Part II | FormAndLineReferenceDesc |
| Explanation | A PORTION OF MATTHEW L. NAVIGATO'S BASE COMPENSATION AND DEFERRED COMPENSATION ARE PAID BY OREGON HEALTH & SCIENCE UNIVERSITY (OHSU). OHSU AND UNIVERSITY MEDICAL GROUP HAVE A SHARED SERVICE AGREEMENT WHEREBY UNIVERSITY MEDICAL GROUP PROVIDES OHSU WITH MANAGEMENT, STAFFING AND OTHER SERVICES. MR NAVIGATO'S BASE COMPENSATION AND DEFERRED COMPENSATION ARE INCLUDED IN THE SHARED SERVICES AGREEMENT FEE THAT OHSU PAYS TO UNIVERSITY MEDICAL GROUP. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (12 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PROCESS TO REVIEW FORM 990 | FORM 990, PART VI, LINE 11B AN OUTSIDE ACCOUTING FIRM PREPARED THE FEDERAL FORM 990. THE CONTROLLER AND CHIEF EXECUTIVE OFFICER (CEO) OF UNIVERSITY MEDICAL GROUP (UMG) REVIEW THE FORM 990. THE CEO REPORTS THE ORGANIZATION'S OPERATING AND FINANCIAL RESULTS TO THE UMG BOARD OF DIRECTORS. THE FEDERAL FORM 990 IS ALSO PROVIDED TO THE UMG BOARD OF DIRECTORS PRIOR TO FILING. |
| CONFLICT OF INTEREST DISCLOSURE | FORM 990, PART VI, LINE 12C AN INSTITUTIONAL CONFLICT OF INTEREST (ICOI) MAY EXIST WHEN UMG BOARD OF DIRECTOR MEMBERS OR EXECUTIVES HAVE EXTERNAL RELATIONSHIPS OR FINANCIAL INTEREST (HEREINAFTER DEFINED AS SIGNIFICANT FINANCIAL INTERESTS) IN A COMPANY OR ORGANIZATION THAT HAS SIGNIFICANT BUSINESS TRANSACTIONS WITH THE ORGANIZATION. THESE DUAL RELATIONSHIPS MAY INTERFERE, OR APPEAR TO INTERFERE, WITH THE OBLIGATION TO ACT IN THE ORGANIZATION'S BEST INTEREST. BECAUSE THE APPEARANCE OF A CONFLICT MAY BE AS DAMAGING TO THE PUBLIC TRUST AS AN ACTUAL CONFLICT, POTENTIAL CONFLICTS MUST BE DISCLOSED, EVALUATED, AND MANAGED WITH THE SAME THOROUGHNESS AS ACTUAL CONFLICTS. THE INTEGRITY PROGRAM OVERSIGHT COUNCIL (IPOC) IS THE BOARD-DESIGNATED BODY TO REVIEW POTENTIAL ICOI'S AS DESCRIBED ABOVE. POTENTIAL ICOI'S WILL BE IDENTIFIED THROUGH THE EXECUTIVE AND BOARD MEMBER CONFLICT OF INTEREST DISCLOSURES AND OTHER SOURCES. THIS POLICY APPLIES TO ALL UMG BOARD OF DIRECTORS MEMBERS AND UMG EXECUTIVES. UMG BOARD OF DIRECTORS MEMBERS AND UMG EXECUTIVES SHALL DISCLOSE TO THE IPOC ANNUALLY, ON A FORM APPROVED BY THE IPOC, RELATIONSHIPS AND CIRCUMSTANCES THAT COULD, TO THE BEST OF THE EXECUTIVE'S KNOWLEGE, POSE A POTENTIAL OR ACTUAL CONFLICT OF INTEREST UNDER THIS POLICY. IF THE IPOC BELIEVES A DISCLOSURE POSES A POTENTIAL OR ACTUAL CONFLICT, IT SHALL INDICATE TO THE UMG BOARD OF DIRECTORS MEMBER OR UMG EXECUTIVE HOW TO DISPOSE OF OR MANAGE THE CONFLICT. DISCLOSURES ARE DUE ANNUALLY. IF THE RESPONSES TO ANY OF THE QUESTIONS CHANGE DURING THE YEAR, THE DISCLOSURE FORM MUST BE REVISED AND RESUBMITTED. ANY REAL OR APPARENT ICOI MUST BE REVIEWED BY THE IPOC, WHICH MAY IMPOSE MANAGEMENT CONDITIONS INCLUDING, BUT NOT LIMITED TO: A. ENSURING THAT INSTITUTIONAL FINANCIAL INTERESTS AND INVESTMENTS ARE BEING MANAGED BY INDIVIDUALS/DEPARTMENTS THAT ARE NOT INVOLVED IN PURCHASING, PROCUREMENT, CONTRACTING, RESEARCH, OR OTHER OPERATIONS DECISIONS AND OVERSIGHT; B. REQUIRING PUBLIC DISCLOSURE OF THE INSTITUTIONAL COI IN PUBLICATIONS, PRESENTATIONS, OR OTHER PUBLIC ANNOUNCEMENTS; C. IMPOSING AN ESCROW PERIOD FOR REALIZING A FINANCIAL GAIN (CASHING OUT); D. DIVESTING THE FINANCIAL INTEREST; E. REASSIGNING, REMOVING, OR OTHERWISE MAKING A FIREWALL FOR EXECUTIVES WHO MAY BE CONFLICTED OR PERCEIVED AS NOT HAVING "CLEAN HANDS" FOR ANY BUSINESS DECISIONS OR ACTIVITIES INVOLVING ANY ENTITY WITH WHICH THE EXECUTIVE HAS A SIGNIFICANT FINANCIAL INTEREST; F. NOTIFICATION TO A DONOR THAT GIFTS TO UMG WILL NOT BE TAKEN INTO ACCOUNT FOR FUTURE BUSINESS RELATIONSHIPS, OR REFUSAL OR RETURN OF GIFTS, ENTERTAINMENT, OR OTHER PREREQUISITES FROM AN ENTITY THAT HAS A BUSINESS RELATIONSHIP WITH UMG OR IN WHICH UMG AND/OR AN EXECUTIVE HAS AN INVESTMENT; AND/OR G. OTHER MANAGEMENT PLANS THAT THE IPOC MAY DESIGN. ICOI MANAGEMENT IS IN ADDITION TO ANY MANAGEMENT THAT MIGHT APPLY FOR INDIVIDUAL CONFLICTS OF INTEREST. |
| PROCESS TO DETERMINE COMPENSATION | Form 990, Part VI, Line 15A & 15B The compensation for the University Medical Group COO, also serving as the OHSU Director of Enterprise Revenue Cycle, was derived by data gathered from an engagement with Sullivan Cotter and Associates. With this data, the UMG CEO and OHSU Hospital CFO determined the base pay level. For incentive compensation, formulaic components consistent with the OHSU Management Incentive Program (MIP) were used to define the bonus amount based upon the rollup of various revenue cycle performance goals across both UMG and OHSU. The CEO and Hospital CFO presented the performance evaluation, bonus goal results and a base compensation & bonus proposal to the Dean of the OHSU School of Medicine and the OHSU Executive Vice President for their collective approval. The compensation for the University Medical Group CEO, also serving as the Sr. Associate Dean, Clinical Practice for the School of Medicine, was derived by data gathered primarily from two compensation survey sources: Gallagher Integrated National HealthCare Leadership Compensation Survey and Mercer/COTH (Council of Teaching Hospitals) Healthcare System and Hospital Survey. The Dean of OHSU School of Medicine ultimately determined base pay level. For incentive compensation, this position was deemed eligible for the OHSU University Incentive Plan, which consists of three components for award determination: Achievement of a minimum Financial Threshold, Individual Leadership, and Individual Performance Goals. Financial performance is confirmed by OHSUs CFO and Leadership and Individual Performance is reviewed and confirmed by the Dean of OHSU School of Medicine. |
| OTHER ORGANIZATION DOCUMENTS PUBLCLY AVAILABLE | FORM 990, PART VI, LINE 19 WHILE FEDERAL TAX LAWS DO NOT MANDATE THAT THE ORGANIZATION'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS BE MADE AVAILABLE FOR PUBLIC INSPECTION, UNIVERSITY MEDICAL GROUP WILL PROVIDE THESE DOCUMENTS UPON REQUEST. |
| STATEMENT 1 | SEE SCHEDULE O, STATEMENT 1 SCHEDULE A, PART I, LINE 11H, COLUMN VII TOTAL FUNCTIONAL EXPENSES FORM 990 PART IX $17,430,624 DEPRECIATION FORM 990 PART IX LINE 22 $ (118,806) ------------ TOTAL SUPPORT PROVIDED TO OHSU $17,311,819 |
| STATEMENT 2 | DESCRIPTION OF SUPPORT SCHEDULE A, PART I, LINE 11H, COLUMN VII UNIVERSITY MEDICAL GROUP IS ORGANIZED AND OPERATED TO PROVIDE ADMINISTRATIVE AND MANAGEMENT SERVICES TO OREGON HEALTH & SCIENCE UNIVERSITY. TOTAL SUPPORT OF $17,311,819 CONSISTS OF VARIOUS EXPENSES PAID ON BEHALF OF OREGON HEALTH & SCIENCE UNIVERSITY. SEE FORM 990, PART IX FOR ADDITIONAL DETAIL. |
| WHISTLEBLOWER POLICY | Commitment We are committed to fostering a climate of integrity and high ethical standards, which are reflected in our policies and procedures. We provide an environment where people are encouraged to ask questions and report concerns without retribution or retaliation. Protection Against Retaliation: UMG will not retaliate in any way against an employee because the employee has made a good faith complaint pursuant to this Policy, or because an employee has reported harassing or discriminatory conduct directed at others, or has participated in an investigation of such conduct, nor will UMG permit any other employee to do so. Any employee who is found to have retaliated against another employee in violation of this Policy will be subject to disciplinary action up to and including termination of employment. Responsive Action: Misconduct constituting harassment, discrimination or retaliation will be dealt with promptly and appropriately. Responsive action may include, for example, training, referral to counseling, monitoring of the offender and/or disciplinary action such as warning, reprimand, withholding of a promotion or pay increase, reduction of wages, demotion, reassignment, temporary suspension without pay or termination, as UMG believes appropriate under the circumstances. UMG will not tolerate any unlawful retaliation against anyone who makes a complaint in good faith or cooperates in an investigation in good faith. Any employee learning of an improper disclosure of confidential information shall report immediately to one of the following individuals: A. Their supervisor/manager B. Human Resources C. Executive Management to include the Compliance Officer, COO, and/or CEO. D. The OHSU Integrity Hotline, 877-733-8313. Reports can be made anonymously. |
| FORM 990 PART IX LINE 11G | DESCRIPTION:PROFESSIONAL & CONSULTING FEES TOTAL FEES:18725 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:COLLECTION SERVICE FEES TOTAL FEES:246875 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:RETIRMENT PLAN MGMT FEES TOTAL FEES:350 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:PURCHASED ADMINISTRATIVE SVCS TOTAL FEES:1666017 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:PROFESSIONAL MOVING SERVICES TOTAL FEES:380 |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OREGON HEALTH & SCIENCE UNIVERSITY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3181 SW SAM JACKSON PARK ROAD | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97239 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 931176109 | EIN |
| Primary Activities | HOSP & UNIV. | PrimaryActivitiesTxt |
| Legal Domicile State | OR | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | false | ControlledOrganizationInd |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NONE | BusinessNameLine1Txt |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NONE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (true) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |