2015-05-06T20:05:05-05:00 2014-06-30 KPMG LLP 1676 International Drive McLean VA 22102 990 2013-07-01 521576648 EVMS ACADEMIC PHYSICIANS AND SURGEONS HEALTH SERVICES FOUNDATION % Michael Smith EVMS 7574516200 4111 Monarch Way Suite 500 Norfolk VA 23508 JAMES F LIND JR CEO 7574516200 2015-05-05 true Raymond Ly P01205643 7574516200 2015-05-05 2013 2016-02-25 16:41:14Z EVMS Medical Group James F Lind Jr 4111 Monarch Way Norfolk VA 23508 68898437 false X WWW.EVMSHEALTHSERVICES.ORG X 1989 VA SUPPORTS CLINICAL PRACTICE AND RESEARCH AT EVMS IN CONJUCTION WITH PROVIDING FACULTY THE OPPORTUNITY TO TEACH IN A PHYSICIAN GROUP PRACTICE SETTING WITHIN AN ACADEMIC ENVIRONMENT. 16 4 823 2 0 0 0 62109049 65971049 140395 146837 2392645 2780551 64642089 68898437 2125910 1853697 0 0 44621900 49193064 0 0 0 17462710 17951282 64210520 68998043 431569 -99606 19065942 19245158 11438559 11717381 7627383 7527777 X SEE SCHEDULE O false false 56327231 1853697 68751600 OVER 180 PHYSICIANS AND OTHER PROVIDERS REPRESENT 20 SPECIALTIES IN PRIMARY CARE, MEDICAL AND SURGICAL CARE AND RADIATION ONCOLOGY WITH FULL-TIME CLINICAL PRACTICES. OUR OFFICES ARE LOCATED THROUGHOUT THE GREATER HAMPTON ROADS REGION, WITH MOST SPECIALTIES AVAILABLE ON THE CAMPUS OF EVMS. FOUNDATION PHYSICIANS AND OTHER PROVIDERS SUPPORT PATIENTS THROUGH COMPREHENSIVE SERVICES, AWARD-WINNING MEDICAL RESEARCH, SPECIALIZED PATIENT CARE PROGRAMS IN CANCER, DIABETES, GERIATRICS, TRAUMA AND WOMEN'S HEALTH AND COLLABORATION WITH NATIONAL AND INTERNATIONAL PARTNERS DEVELOPING MEDICAL TECHNOLOGIES FOR THE FUTURE. WE PRIDE OURSELVES ON STAYING UP TO DATE ON THE LATEST AND SAFEST THERAPIES, TREATMENTS AND TECHNOLOGY. OUR PRACTICES USE AN ELECTRONIC HEALTH RECORD, OR EHR, THAT ALLOWS US TO SERVE OUR PATIENTS FASTER AND BETTER. THE EHR REPLACES THE OLD PAPER MEDICAL CHART WITH SECURE COMPUTERIZED RECORDS WITH ADDED BENEFITS SUCH AS ELECTRONIC PRESCRIBING AND REMOTE ACCESS TO PATIENT MEDICAL INFORMATION. OUR PHYSICIANS CAN VIEW SECURE MEDICAL RECORDS ANYTIME FROM ANYWHERE TO SAFELY PROVIDE AFTER-HOURS OR EMERGENCY CARE. OUR VALUES OF EXCELLENCE, INTEGRITY, TEAMWORK AND SERVICE DRIVE US TO PROVIDE PATIENT-CENTERED QUALITY HEALTHCARE TO THE PATIENTS THAT WE SERVE. 56327231 true false false false false false false false false false true false false true true true true true false false false false false false false false false true false true false false false false false false false false false false false false false false false false false true 0 0 823 true false false false false false false false false false false X 16 4 false false false false false false false true true true false false true true true true true true true false X Michael Smith 7574516200 4111 Monarch Way Norfolk VA 23508 X L D Britt MD Director 60.0 0.0 X 648386 0 240 Alfred Abuhamad MD Director 60.0 0.0 X 763127 0 24821 Mark R Babashanian Director 3.0 0.0 X 0 0 0 Richard V Homan MD Board Chairman 10.0 0.0 X X 0 0 0 James F Lind Jr CEO 60.0 0.0 X X 351106 0 7935 Stephen Deutsch MD PHD Officer - Treasurer 60.0 0.0 X X 358931 0 2411 Antonio Quidgley Nevares MD Director 60.0 0.0 X 316936 0 1417 Antoinette Hood MD Secretary 60.0 0.0 X X 177916 0 5661 Wiliam Van Buren Director 3.0 0.0 X 0 0 0 Richard Bikowski MD Director 60.0 0.0 X 219499 0 5421 Shannon McCole MD Director 60.0 0.0 X 209105 0 8809 Conrad Shumadine Director 3.0 0.0 X 0 0 0 Jerry Nadler MD Director 60.0 0.0 X 420536 0 8464 Barry Strasnick MD Medical Director 60.0 0.0 X X 821225 0 23240 Christine Matson MD Director 60.0 0.0 X 287888 0 25785 Mark Sinesi MD Director 60.0 0.0 X 1011545 0 1582 Scott Williams MD Assistant Professor 60.0 0.0 X 818862 0 25301 Bonnie Dattel MD Professor 60.0 0.0 X 459257 0 9627 Joseph K Han MD Professor 60.0 0.0 X 458293 0 25199 Andris J Zauls MD Assistant Professor 60.0 0.0 X 451005 0 0 Steven Warsof MD Professor 60.0 0.0 X 403727 0 32430 8177344 0 208343 128 false true false Weatherby Locums Inc PO Box 972633 Dallas TX 753972633 Medical Staffing 773647 David Gilbert MD 1809 Templeton Lane Virginia Beach VA 23454 Med/Surgery 225000 Ross Barrett PC 1700 Timber Ridge Court Virginia Beach VA 23455 Med/Speech Pathology 214378 Medical Temporaries Inc 840 First Colonial Road Suite 102A Virginia Beach VA 23451 Temporary Staffing 126935 Medicus Staffing PO Box 11194 Richmond VA 23230 Temporary Staffing 100680 5 0 PATIENT SERVICES 900099 53162710 53162710 STATE INDIGENT CARE APPROPRIATIONS 900099 787464 787464 CONTRACT BILLING 900099 12020875 12020875 65971049 146837 146837 0 0 0 0 0 0 0 0 0 MISCELLANEOUS 900099 2780551 2780551 2780551 68898437 68751600 146837 1853697 1853697 0 0 0 3349598 2683802 665796 0 38992348 31967278 7025070 1373376 1098701 274675 3164077 2531262 632815 2313665 1850932 462733 1705115 1364092 341023 76723 76723 85110 85110 0 0 0 76090 60872 15218 77013 61610 15403 3571107 2856886 714221 1157382 925906 231476 0 2898989 2319191 579798 323961 259169 64792 0 0 10583 8466 2117 0 1035448 828358 207090 983071 786457 196614 Purchased Services 1934890 1547912 386978 Shared Services 550000 550000 0 Repair and Maintenance 459751 367801 91950 0 Dues and Licenses 360586 288469 72117 2645463 2116370 529093 68998043 56327231 12670812 0 3700 3700 2102193 2159450 0 0 10458478 10515869 0 0 0 0 0 0 0 0 322831 412493 17498949 14440890 3227777 3058059 0 0 0 0 0 0 0 0 2950963 3095587 19065942 19245158 4324809 4645421 0 0 0 0 0 0 0 0 0 0 0 0 0 0 7113750 7071960 11438559 11717381 X 75297 75297 7552086 7452480 0 0 7627383 7527777 19065942 19245158 -99606 X false true X true true true X 0 0 0 0 0 0 62053928 67122457 70082801 62109049 65971049 327339284 0 0 0 62053928 67122457 70082801 62109049 65971049 327339284 0 0 0 327339284 118961 150037 149315 140395 146837 705545 0 118961 150037 149315 140395 146837 705545 0 1441210 1373391 851853 2392645 2780551 8839650 63614099 68645885 71083969 64642089 68898437 336884479 0.97167 0.97628 0.00209 0.00228 X 2289459 1427791 861668 15209490 13013099 2196391 3058059 CVS OF LIFE INSURANCE 3095587 3095587 0 ACCRUED PHYSICIAN COMPENSATION 3915767 DUE TO EVMS 1159763 PAYABLE TO EVMS CHAIRMAN FUND 617899 PAYABLE TO DEAN'S FUND OF EVMS 705605 NOTE PAYABLE TO EVMS 672926 7071960 X 68898437 68898437 68898437 68998043 68998043 68998043 SCHEDULE D, PART XIV THE INTERNAL REVENUE SERVICE HAS DETERMINED AND INFORMED THE ORGANIZATION BY LETTER DATED JANUARY 29, 1993 THAT IT QUALIFIES AS A NOT-FOR-PROFIT CORPORATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC) AND IS EXEMPT FROM FEDERAL INCOME TAX PURSUANT TO SECTION 501(A) OF THE IRC. MANAGEMENT IS NOT AWARE OF ANY COURSE OF ACTION OR EVENT THAT HAS OCCURRED THAT MIGHT ADVERSELY AFFECT THE ORGANIZATION'S QUALIFIED STATUS AND BELIEVES THE ORGANIZATION IS DESIGNED AND IS CURRENTLY BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRC. THE ORGANIZATION ACCOUNTS FOR UNCERTAIN TAX POSITIONS IN ACCORDANCE WITH ASC TOPIC 740. THE ORGANIZATION'S FINANCIAL STATEMENTS DO NOT INCLUDE ANY LIABILITY FOR UNCERTAIN TAX POSITIONS IN ACCORDANCE WITH ASC TOPIC 740. true Eastern Virginia Medical School 358 Mowbray Arch Norfolk VA 23508 546055378 501(c)(3) 617899 Chairman's Funds EASTERN VIRGINIA MEDICAL SCHOOL 358 Mowbray Arch Norfolk VA 23507 546055378 501(c)(3) 1159763 Dean's Fund 1 SCHEDULE I, PART 1, LINE 2 THE FOUNDATION OPERATES IN ACCORDANCE WITH THE TERMS OF AN AFFILIATION AGREEMENT BETWEEN EASTERN VIRGINIA MEDICAL SCHOOL (EVMS) AND THE FOUNDATION (EVMS MEDICAL GROUP). THE AFFILIATION AGREEMENT SPECIFIES THAT THE EXCESS OF REVENUES OVER EXPENSES WILL BE AVAILABLE FOR DISTRIBUTION AS FOLLOWS: 20% TO THE DEAN'S FUND OF EVMS AND 10% TO THE CHAIR FUND OF EVMS. X X false false false false false false false false false L D Britt MD Director 436940 0 207640 0 3806 0 0 0 240 0 648626 0 0 0 Alfred Abuhamad MD Director 585848 0 168334 0 8945 0 17500 0 7321 0 787948 0 0 0 James F Lind Jr CEO 343312 0 0 0 7794 0 0 0 7935 0 359041 0 0 0 Stephen Deutsch MD PHD Officer - Treasurer 348342 0 9125 0 1464 0 0 0 2411 0 361342 0 0 0 Antonio Quidgley Nevares MD Director 242307 0 68168 0 6461 0 0 0 1417 0 318353 0 0 0 Antoinette Hood MD Secretary 171135 0 0 0 6781 0 0 0 5661 0 183577 0 0 0 Richard Bikowski MD Director 202407 0 3987 0 13105 0 0 0 5421 0 224920 0 0 0 Shannon McCole MD Director 187332 0 21566 0 207 0 0 0 8809 0 217914 0 0 0 Jerry Nadler MD Director 418262 0 0 0 2274 0 0 0 8464 0 429000 0 0 0 Barry Strasnick MD Medical Director 442495 0 378343 0 387 0 23000 0 240 0 844465 0 0 0 Christine Matson MD Director 282727 0 0 0 5161 0 23000 0 2785 0 313673 0 0 0 Mark Sinesi MD Director 849462 0 155016 0 7067 0 0 0 1582 0 1013127 0 0 0 Scott Williams MD Assistant Professor 656995 0 155016 0 6851 0 16500 0 8801 0 844163 0 0 0 Bonnie Dattel MD Professor 290268 0 166545 0 2444 0 0 0 9627 0 468884 0 0 0 Joseph K Han MD Professor 122016 0 335418 0 859 0 17500 0 7699 0 483492 0 0 0 Andris J Zauls MD Assistant Professor 450950 0 0 0 55 0 0 0 0 0 451005 0 0 0 Steven Warsof MD Professor 251467 0 143966 0 8294 0 23000 0 9430 0 436157 0 0 0 FORM 990, PART III, LINE 1 - ORGANIZATION'S MISSION THE EVMS ACADEMIC PHYSICIANS AND SURGEONS HEALTH SERVICES FOUNDATION (THE "FOUNDATION") EXISTS TO FURTHER THE MISSION AND GOALS OF THE EASTERN VIRGINIA MEDICAL SCHOOL ("EVMS"), A BODY POLITIC AND CORPORATE AND A POLITICAL SUBDIVISION OF THE COMMONWEALTH OF VIRGINIA. THE FOUNDATION WILL FOCUS ON THE ADMINISTRATION OF THE CLINICAL PRACTICE OF EVMS FACULTY MEMBERS WHILE STRIVING TO ENHANCE THE CAPACITY OF THE FACULTY OF EVMS TO PROVIDE EXCELLENCE IN THEIR EDUCATION, RESEARCH, AND SERVICE ROLES. IT ASPIRES TO HELP EVMS TO ATTRACT AND RETAIN THE BEST CLINICAL FACULTY AVAILABLE IN EACH OF THE SEVERAL CLINICAL/EDUCATIONAL DEPARTMENTS OF EVMS BY SUPPORTING CLINICAL PRACTICE AND RESEARCH, IN CONJUNCTION WITH TEACHING, UNDER WORKING CONDITIONS COMPARABLE TO THOSE PREVAILING IN COMPARABLE ACADEMICALLY ORIENTED MEDICAL CENTERS WITHIN THE COMMONWEALTH OF VIRGINIA AND ELSEWHERE. THE FOUNDATION WILL SPONSOR THE CLINICAL PRACTICE OF MEDICINE IN THE ACADEMIC SETTING TO PROVIDE THE FACULTY THE OPPORTUNITY TO TEACH EXCELLENCE IN HEALTH CARE DELIVERY TO STUDENTS AT ALL LEVELS OF TRAINING. THE FOUNDATION'S SUPPORT OF THE MEDICAL PRACTICE ACTIVITIES WILL ADDITIONALLY PROVIDE AN IMPROVED ENVIRONMENT, WHICH ALLOWS FOR THE PROVISION OF TRULY EXCELLENT PATIENT SERVICE. IN ITS CLINICAL AND RESEARCH ACTIVITIES, THE FOUNDATION WILL ASSIST EVMS IN ASSEMBLING A FACULTY WHICH CONSTITUTES A CRITICAL MASS OF TALENTED CLINICIANS DEDICATED TO REINFORCING EACH OTHER'S ABILITY TO PERFORM CLINICAL SERVICES, AND TO EDUCATE STUDENTS OF MEDICINE AND THE HEALING ARTS TO PERFORM AT THE HIGHEST STANDARDS OF EXCELLENCE AND EVER TO UPHOLD AND ENHANCE THE REPUTATION OF EVMS AND EACH OF ITS DEPARTMENTS. FORM 990, PART VI, SECTION A, LINE 9. ADDRESSES OF DIRECTORS THAT CANNOT BE REACHED AT THE ORGANIZATION'S MAILING ADDRESS: William Van Buren Kaufman & Canoles, PC 150 W. MAIN STREET, SUITE 2100 NORFOLK, VA. 23510 Conrad Shumadine Wilcox & Savage 440 MONTICELLO AVE., SUITE 2200 NORFOLK, VA. 23510 FORM 990, PART VI, SECTION B, LINE 11 EVMS ACADEMIC PHYSICIANS AND SURGEONS HEALTH SERVICES FOUNDATION (EVMS MEDICAL GROUP) ENGAGES THE INDEPENDENT ACCOUNTING FIRM KPMG TO ASSIST WITH THE REVIEW AND FILING OF THE 990 RETURN. EVMS MEDICAL GROUP PROVIDES THE DATA TO KPMG FOR COMPLETION OF THE 990 RETURN. THE RETURN IS REVIEWED BY THE DIRECTOR OF FINANCE AND CHIEF EXECUTIVE OFFICER OF EVMS MEDICAL GROUP PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINES 12A, 12B AND 12C EVMS ACADEMIC PHYSICIANS AND SURGEONS HEALTH SERVICES FOUNDATION (EVMS MEDICAL GROUP) ADOPTS AND CONFORMS TO THE CONFLICTS OF INTEREST AND COMMITMENT POLICY OF THE EASTERN VIRGINIA MEDICAL SCHOOL. EVMS EMPLOYEES WHO CONDUCT EVMS RELATED ACTIVITIES, INCLUDING FACULTY WHO CONDUCT PROFESSIONAL CLINICAL SERVICES THROUGH EVMS MEDICAL GROUP, ARE COVERED INDIVIDUALS UNDER THE EVMS POLICY. DISCLOSURES BY COVERED INDIVIDUALS ARE REQUIRED ON AN ANNUAL BASIS AND ARE TO BE UPDATED IF ENTERING INTO A NEW ARRANGEMENT THAT COULD POSE A CONFLICT (EVMS DISCLOSURE OF EXTERNAL FINANCIAL AND TIME COMMITMENTS FORM). THE INITIAL DISCLOSURE IS MADE TO THE CHAIR OR TO THE HEAD OF THE COVERED INDIVIDUAL'S DEPARTMENT. THE REVIEW AND MANAGEMENT PROCESS BEGINS WITH THE DEPARTMENT CHAIR/HEAD AND INCLUDES THE INSTITUTIONAL DESIGNATED AUTHORITY AND THE INSTITUTIONAL CONFLICT OF INTEREST COMMITTEE. THE CONFLICT OF INTEREST COMMITTEE IS THE FINAL AUTHORITY FOR DETERMINING IF A CONFLICT OF INTEREST EXISTS. ANY VIOLATION OF THE CONFLICT OF INTEREST POLICY IS CONSIDERED A VIOLATION OF EVMS INSTITUTIONAL POLICY AND SUBJECT TO DISCIPLINARY PROCEDURES, INCLUDING SANCTIONS UP TO AND INCLUDING SUSPENSION AND DISMISSAL. ADDITIONALLY, EMPLOYEES IN VIOLATION OF THIS POLICY WHO HAVE RECEIVED FINANCIAL BENEFIT ARE LIABLE FOR REPAYMENT OF ANY AND ALL FINANCIAL BENEFITS THAT RESULTED FROM THE VIOLATION. FORM 990, PART VI, SECTION B, LINES 15A AND 15B MANAGEMENT COMPENSATION IS REVIEWED BY THE EVMS ACADEMIC PHYSICIANS AND SURGEONS HEALTH SERVICES FOUNDATION (EVMS MEDICAL GROUP) BOARD OF DIRECTORS. THE BOARD CONSIDERS COMPARABILITY DATA FROM THE MGMA, AAMC AND OTHER COMPENSATION DATA RESOURCES IN ITS REVIEW. Minutes are contemporaneously kept for all Board meetings throughout the year. THE CEO OF EVMS MEDICAL GROUP HAS A WRITTEN CONTRACT. KEY EMPLOYEES OF EVMS MEDICAL GROUP ARE THE CLINICAL DEPARTMENT CHAIRS OF EVMS WHO HAVE DUAL EMPLOYMENT CONTRACTS WITH EVMS AND EVMS MEDICAL GROUP. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS OF EVMS ACADEMIC PHYSICIANS AND SURGEONS HEALTH SERVICES FOUNDATION, INCLUDING FORM 990 RETURNS, ARE MADE AVAILABLE TO THE PUBLIC FOR INSPECTION UPON RECEIPT OF A FORMAL WRITTEN REQUEST. THE GOVERNING DOCUMENTS ARE ALSO AVAILABLE TO INDIVIDUALS WHO MAKE A REQUEST IN PERSON. THE FOUNDATION DOES NOT MAKE ITS ANNUAL FINANCIAL STATEMENTS OR CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC.