UNIVERSITY OF MINNESOTA PHYSICIANS: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY OF MINNESOTA PHYSICIANS (EIN 41-1843943)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2015-02-02
- IRS object ID
- 201520339349300822
- Schema version
- 2013v4.0
- 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
- Form 990
- Schedule A
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-02-02T16:47:10-06:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4200 Wells Fargo Ctr 90 S 7th | AddressLine1 |
| City | Minneapolis | City |
| State | MN | State |
| ZIP Code | 55402 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 411843943 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | University of Minnesota Physicians | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Troy K Wilhelm | InCareOfNm |
| Business Name Control | UNIV | BusinessNameControlTxt |
| Phone | 6128840918 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 720 Washington Avenue SE | AddressLine1 |
| Address Line2 | Suite 200 | AddressLine2 |
| City | Minneapolis | City |
| State | MN | State |
| ZIP Code | 55414 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Barbara Daniels | PersonNm |
| Person Title | MD | PersonTitleTxt |
| Phone | 6128840918 | PhoneNum |
| Signature | 2015-02-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Ann K Lamoureux | PreparerPersonNm |
| PTIN | P00691316 | PTIN |
| Phone | 6128840918 | PhoneNum |
| Preparation | 2015-01-28 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Barbara Daniels MD | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 720 Washington Ave SE Ste 200 | AddressLine1 |
| City | Minneapolis | City |
| State | MN | State |
| ZIP Code | 55414 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $490,662,458 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.umphysicians.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1996 | FormationYr |
| Legal Domicile State | MN | LegalDomicileStateCd |
| Activity Or Mission | To provide the highest quality health care to patients and their families. | ActivityOrMissionDesc |
| Voting Members Governing Body | 23 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 2 | VotingMembersIndependentCnt |
| Total Employee | 3181 | TotalEmployeeCnt |
| Total Volunteers | 3 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $450,951,414 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $489,459,910 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,143,784 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,202,548 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $452,095,198 | PYTotalRevenueAmt |
| CY Total Revenue | $490,662,458 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $36,990,999 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $32,697,401 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $329,043,557 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $350,523,920 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $73,512,965 | PYOtherExpensesAmt |
| CY Other Expenses | $84,046,901 | CYOtherExpensesAmt |
| PY Total Expenses | $439,547,521 | PYTotalExpensesAmt |
| CY Total Expenses | $467,268,222 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $12,547,677 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $23,394,236 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $157,926,969 | TotalAssetsBOYAmt |
| Total Assets EOY | $185,320,492 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $74,841,799 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $79,068,168 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $83,085,170 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $106,252,324 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | University of minnesota physicians is a multi-specialty physician ORGANIZATION DEDICATED TO PROVIDING QUALITY, PATIENT FOCUSED CARE. WE SERVE AS THE INTEGRATED GROUP PRACTICE FOR THE UNIVERSITY OF MINNESOTA MEDICAL SCHOOL FULL-TIME FACULTY. COMMITTED TO OUR WORK EFFORTS TO ADVANCE MEDICAL KNOWLEDGE AND EDUCATION, WE SUPPORT THE RESEARCH AND EDUCATION MISSION OF THE MEDICAL SCHOOL. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Activity | 621110 | ActivityCd |
| Expense | $393,606,364 | ExpenseAmt |
| Grant | $32,697,401 | GrantAmt |
| Revenue | $489,459,910 | RevenueAmt |
| Desc | PROVIDED MEDICAL DIAGNOSIS, TREATMENT, AND CARE FOR AREA RESIDENTS. SUPPORTED INSTRUCTION OF MEDICAL STUDENTS, INTERNS, AND RESIDENTS. SUPPORTED MEDICAL AND SCIENTIFIC RESEARCH. | Desc |
| Total Program Service Expenses | $393,606,364 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| 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 | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | 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 | Yes (true) | 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 | Yes (true) | 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 | Yes (true) | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 122 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 3181 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | Yes (true) | ForeignFinancialAccountInd |
| Foreign Country | CJ | ForeignCountryCd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 23 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 2 | 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 | Yes (true) | 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 | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (true) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (true) | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Troy K Wilhelm | PersonNm |
| Phone | 6128840918 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 720 Washington Ave SE STE 200 | AddressLine1 |
| City | Minneapolis | City |
| State | MN | State |
| ZIP Code | 55414 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (41 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 | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| Elizabeth A Arendt MD | ||||||||||
| Director/Physician | 34.0 | 6.0 | Yes (X) | $496,771 | $74,130 | $80,884 | ||||
| Macaran A Baird MD | ||||||||||
| Director/Physician | 1.0 | 39.0 | Yes (X) | $10,520 | $318,601 | $67,836 | ||||
| Bradley J Benson MD | ||||||||||
| Director/Physician | 25.0 | 15.0 | Yes (X) | $186,074 | $87,263 | $59,945 | ||||
| Erick D Bothun MD | ||||||||||
| Director/Physician | 34.0 | 6.0 | Yes (X) | $486,380 | $59,997 | $68,202 | ||||
| Holly C Boyer MD | ||||||||||
| Director/Physician | 34.0 | 6.0 | Yes (X) | $245,542 | $36,598 | $66,590 | ||||
| Barbara S Daniels MD | ||||||||||
| CEO/Director/Physician | 24.0 | 16.0 | Yes (X) | $388,599 | $242,965 | $86,043 | Yes (X) | |||
| Denis R Clohisy MD | ||||||||||
| Director/Physician | 22.0 | 18.0 | Yes (X) | $482,256 | $357,575 | $120,218 | ||||
| Levi S Downs MD | ||||||||||
| CMO/Director/Physician | 20.0 | 20.0 | Yes (X) | $187,495 | $182,175 | $59,922 | ||||
| Aaron Friedman MD | ||||||||||
| Director/Physician | 40.0 | Yes (X) | $437,629 | $53,120 | ||||||
| Leo T Furcht MD | ||||||||||
| Director/Physician | 17.0 | 23.0 | Yes (X) | $238,097 | $350,153 | $104,522 | ||||
| Edward W Greeno MD | ||||||||||
| Director/Physician | 21.0 | 19.0 | Yes (X) | $212,280 | $188,210 | $62,384 | ||||
| Sameer Gupta MD | ||||||||||
| Director/Physician | 31.0 | 9.0 | Yes (X) | $236,044 | $43,681 | $58,718 | ||||
| Stephen J Haines MD | ||||||||||
| Director/Physician | 23.0 | 17.0 | Yes (X) | $455,886 | $299,645 | $95,747 | ||||
| Peter Hutchinson | ||||||||||
| Director | 5.0 | Yes (X) | ||||||||
| Abraham K Jacob MD | ||||||||||
| Director/Physician | 31.0 | 9.0 | Yes (X) | $222,158 | $43,062 | $60,299 | ||||
| Badrinath R Konety MD | ||||||||||
| Director/Physician | 24.0 | 16.0 | Yes (X) | $511,959 | $296,876 | $110,682 | ||||
| Blaine McGuire | ||||||||||
| Director | 5.0 | Yes (X) | ||||||||
| Wesley Miller MD | ||||||||||
| Director/Physician | 21.0 | 19.0 | Yes (X) | $214,075 | $172,132 | $77,009 | ||||
| Joseph Neglia MD | ||||||||||
| Director/Physician | 11.0 | 29.0 | Yes (X) | $114,352 | $275,057 | $69,120 | ||||
| William D Payne MD | ||||||||||
| Director/Physician | 27.0 | 13.0 | Yes (X) | $188,178 | $74,875 | $56,298 | ||||
| Carrie A Terrell MD | ||||||||||
| Director/Physician | 29.0 | 11.0 | Yes (X) | $171,990 | $53,070 | $38,734 | ||||
| Bevan Yueh MD | ||||||||||
| Director/Physician | 14.0 | 26.0 | Yes (X) | $152,776 | $306,971 | $97,459 | ||||
| David A Rothenberger MD | ||||||||||
| Director/Physician | 21.0 | 19.0 | Yes (X) | $246,219 | $213,689 | $85,310 | ||||
| Mary A Johnson | ||||||||||
| Chief Operating Officer | 40.0 | $417,086 | $59,761 | Yes (X) | ||||||
| Ann L Schwind | ||||||||||
| Chief Financial Officer | 22.0 | 18.0 | $183,752 | $152,473 | $72,686 | Yes (X) | ||||
| Barbara S Gold MD | ||||||||||
| Physician | 35.0 | 5.0 | $319,818 | $46,447 | $47,579 | Yes (X) | ||||
| Peter K Lee MD | ||||||||||
| Physician | 36.0 | 4.0 | $749,229 | $70,107 | $59,729 | Yes (X) | ||||
| Bradley J Nelson MD | ||||||||||
| Physician | 37.0 | 3.0 | $798,614 | $37,038 | $84,154 | Yes (X) | ||||
| James D St Louis MD | ||||||||||
| Physician | 38.0 | 2.0 | $1,019,406 | $38,050 | $70,414 | Yes (X) | ||||
| Fernando A Pena MD | ||||||||||
| Physician | 38.0 | 2.0 | $874,252 | $38,979 | $65,179 | Yes (X) | ||||
| Daniel Landers MD | ||||||||||
| Physician | 34.0 | 6.0 | $698,842 | $103,257 | $56,504 | Yes (X) | ||||
| William T Browne MD | ||||||||||
| Physician | 34.0 | 6.0 | $273,386 | $117,411 | $48,894 | Yes (X) | ||||
| Praveen R Baimeedi MD | ||||||||||
| Physician | 35.0 | 5.0 | $39,041 | $4,168 | $7,858 | Yes (X) | ||||
| Joel L Boyd MD | ||||||||||
| Physician | 40.0 | $612,678 | $73,135 | Yes (X) | ||||||
| Stephen C Battista MD | ||||||||||
| Physician | 40.0 | $742,621 | $74,955 | Yes (X) | ||||||
| Edward D Hames MD | ||||||||||
| Physician | 40.0 | $383,806 | $34,359 | Yes (X) | ||||||
| Gregory H Helmer | ||||||||||
| Physician | 40.0 | $740,735 | $74,955 | Yes (X) | ||||||
| Charles A Dietz MD | ||||||||||
| Physician | 25.0 | 15.0 | $426,700 | $227,736 | $91,015 | Yes (X) | ||||
| Patrick M Morgan MD | ||||||||||
| Physician | 35.0 | 5.0 | $323,566 | $37,944 | $65,179 | Yes (X) | ||||
| Scott B Marston MD | ||||||||||
| Physician | 37.0 | 3.0 | $610,632 | $33,710 | $80,096 | Yes (X) | ||||
| Jonathan P Braman MD | ||||||||||
| Physician | 32.0 | 8.0 | $497,314 | $96,024 | $89,121 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $15,159,129 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $5,117,698 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $2,734,615 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 572 | 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 (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Fairview | |||||
| PO Box 1496 | Minneapolis | MN | 55440 | Lab&Nursing Services | $8,731,502 |
| University of Minnesota medical sch | |||||
| 420 DELaWARE ST | MINNEAPOLIS | MN | 55455 | CLINICAL/ACADEMIC | $192,660,421 |
| Tek Systems | |||||
| PO Box 198568 | ATLANTA | GA | 303848568 | Temporary Services | $759,167 |
| GRAY PLANT MOOTY MOOTY AND BENNETT | |||||
| 80 SOUTH 8TH STREET SUITE 500 | MINNEAPOLIS | MN | 55402 | LEGAL | $1,495,213 |
| Siemens Financial Services Inc | |||||
| Department CH 14195 | PALATINE | IL | 600554195 | Financial Services | $798,629 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 81 | CntrctRcvdGreaterThan100KCnt |
| Total Contributions | $0 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Contract Service Revenue | 621110 | $285,449,532 | $285,449,532 |
| Patient Service Revenue | 621110 | $204,010,378 | $204,010,378 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $489,459,910 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,202,548 | TotalRevenueColumnAmt |
| Exclusion | $1,202,548 | 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 |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
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 | $490,662,458 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $489,459,910 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $1,202,548 | 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 | $32,697,401 | TotalAmt |
| Program Services | $32,697,401 | ProgramServicesAmt |
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 | $12,779,699 | TotalAmt |
| Program Services | $11,246,456 | ProgramServicesAmt |
| Management And General | $1,533,243 | ManagementAndGeneralAmt |
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 | $269,153,093 | TotalAmt |
| Program Services | $252,076,555 | ProgramServicesAmt |
| Management And General | $17,076,538 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,178,628 | TotalAmt |
| Program Services | $18,495,501 | ProgramServicesAmt |
| Management And General | $7,683,127 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,043,868 | TotalAmt |
| Program Services | $11,030,279 | ProgramServicesAmt |
| Management And General | $17,013,589 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,368,632 | TotalAmt |
| Program Services | $5,178,315 | ProgramServicesAmt |
| Management And General | $9,190,317 | ManagementAndGeneralAmt |
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 | $2,118,602 | TotalAmt |
| Program Services | $1,402,264 | ProgramServicesAmt |
| Management And General | $716,338 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $71,650 | TotalAmt |
| Management And General | $71,650 | ManagementAndGeneralAmt |
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 | $0 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $853,589 | TotalAmt |
| Program Services | $275,385 | ProgramServicesAmt |
| Management And General | $578,204 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,355,766 | TotalAmt |
| Program Services | $3,337,326 | ProgramServicesAmt |
| Management And General | $2,018,440 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,069,741 | TotalAmt |
| Program Services | $85,333 | ProgramServicesAmt |
| Management And General | $2,984,408 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,322,049 | TotalAmt |
| Program Services | $9,014,431 | ProgramServicesAmt |
| Management And General | $1,307,618 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $290,211 | TotalAmt |
| Program Services | $77,504 | ProgramServicesAmt |
| Management And General | $212,707 | ManagementAndGeneralAmt |
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 | $1,432,364 | TotalAmt |
| Program Services | $1,347,465 | ProgramServicesAmt |
| Management And General | $84,899 | ManagementAndGeneralAmt |
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 | $4,266,570 | TotalAmt |
| Program Services | $1,750,435 | ProgramServicesAmt |
| Management And General | $2,516,135 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,033,753 | TotalAmt |
| Program Services | $4,670,067 | ProgramServicesAmt |
| Management And General | $363,686 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| Dean Support / Dean Tax | $9,481,476 | $9,481,476 | |
| Bad Debt Expense | $5,910,376 | $5,910,376 | |
| MN Care Tax | $3,326,019 | $3,326,019 | |
| Medical Supplies/Drugs | $2,703,248 | $2,701,668 | $1,580 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,811,487 | TotalAmt |
| Program Services | $19,502,108 | ProgramServicesAmt |
| Management And General | $10,309,379 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $467,268,222 | TotalAmt |
| Program Services | $393,606,364 | ProgramServicesAmt |
| Management And General | $73,661,858 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,629,611 | BOYAmt |
| EOY | $71,130,301 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,459,948 | BOYAmt |
| EOY | $17,682,118 | 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 | $27,524,471 | BOYAmt |
| EOY | $28,791,580 | 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 | $14,600,000 | BOYAmt |
| EOY | $9,898,678 | 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 | $3,470,334 | BOYAmt |
| EOY | $1,158,324 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $45,481,459 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $37,470,282 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,824,916 | BOYAmt |
| EOY | $8,011,177 | 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 | $188,889 | BOYAmt |
| EOY | $188,889 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $535,506 | 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 | $44,693,294 | BOYAmt |
| EOY | $48,459,425 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $157,926,969 | BOYAmt |
| EOY | $185,320,492 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $61,286,002 | BOYAmt |
| EOY | $78,215,822 | 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 | $13,555,797 | BOYAmt |
| EOY | $852,346 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $74,841,799 | BOYAmt |
| EOY | $79,068,168 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $83,085,170 | BOYAmt |
| EOY | $106,252,324 | 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 | $83,085,170 | BOYAmt |
| EOY | $106,252,324 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $157,926,969 | BOYAmt |
| EOY | $185,320,492 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $23,394,236 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$227,082 | NetUnrlzdGainsLossesInvstAmt |
| 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) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| 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) |
|---|---|---|
| Hospital | Yes (X) | HospitalInd |
Form990 Schedule A Part IV Form990ScheduleAPartIVGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Form 990, Schedule A, Part I, Line 3: | FormAndLineReferenceDesc |
| Explanation | University of Minnesota Physicians is recognized as a hospital by the internal revenue service under IRC Section 170(B)(1)(A)(III). However, University of Minnesota Physicians does not currently operate any licensed hospital facilities; therefore, no Schedule H is required. | ExplanationTxt |
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) |
|---|---|---|
| Investment Cost Or Other Basis | $11,770,132 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $8,227,095 | DepreciationAmt |
| Book Value | $3,543,037 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $12,242,701 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $9,876,405 | DepreciationAmt |
| Book Value | $2,366,296 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $21,468,626 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $19,366,782 | DepreciationAmt |
| Book Value | $2,101,844 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $8,011,177 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| INVESTMENT IN SUBSIDIARY | $6,717,464 |
| CONTRACTS RECEIVABLE | $41,741,961 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $48,459,425 | TotalBookValueOtherAssetsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER LIABILITIES | Desc |
| Amt | $852,346 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $852,346 | 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 ORGANIZATION HAS ADOPTED GUIDANCE IN THE INCOME TAX STANDARD REGARDING THE RECOGNITION AND MEASUREMENT OF UNCERTAIN TAX POSITIONS. THE STANDARD REQUIRES AN ORGANIZATION TO DETERMINE WHETHER IT IS MORE LIKELY THAN NOT THAT A TAX POSITION WILL BE SUSTAINED UPON EXAMINATION ON THE TECHNICAL MERITS OF THE POSITION, ASSUMING THE TAXING AUTHORITY HAS FULL KNOWLEDGE OF ALL INFORMATION. IF THE TAX POSITION DOES NOT MEET THE MORE LIKELY-THAN-NOT RECOGNITION THRESHOLD, THE BENEFIT OF THAT POSITION IS NOT RECOGNIZED IN THE CONSOLIDATED FINANCIAL STATEMENTS. THE ORGANIZATION RECORDED NO ASSETS OR LIABILITIES RELATED TO UNCERTAIN TAX POSITIONS OR UNRECOGNIZED TAX BENEFITS AS A RESULT OF THE ADOPTION OF THE STANDARD. FEDERAL RETURNS FOR THE YEARS 2011 TO 2013 REMAIN SUBJECT TO EXAMINATION BY MAJOR TAX JURISDICTIONS. | ExplanationTxt |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | Central America and the Caribbean | RegionTxt |
| Type Of Activities Conducted | Investments | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $6,223,195 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Spent | $6,223,195 | SubtotalSpentAmt |
| Total Spent | $6,223,195 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (true) | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (true) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | false | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | false | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | University of Minnesota | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 420 Delaware Street | AddressLine1 |
| Address Line2 | 1425 University Ave SE | AddressLine2 |
| City | Minneapolis | City |
| State | MN | State |
| ZIP Code | 55455 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 416007513 | RecipientEIN |
| IRC Section | 115 | IRCSectionDesc |
| Cash Grant | $32,697,401 | CashGrantAmt |
| Purpose Of Grant | Education & Research | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| 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 (39 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Elizabeth A Arendt MD | |||||||||||
| Director/Physician | $340,853 | $71,756 | $151,963 | $3,955 | $2,374 | $51,000 | $10,285 | $19,599 | $547,771 | $104,014 | |
| Macaran A Baird MD | |||||||||||
| Director/Physician | $10,385 | $265,485 | $135 | $53,116 | $1,350 | $43,703 | $22,783 | $11,870 | $385,087 | ||
| Bradley J Benson MD | |||||||||||
| Director/Physician | $170,124 | $84,640 | $13,125 | $2,825 | $2,623 | $23,822 | $12,112 | $24,011 | $209,896 | $123,386 | |
| Erick D Bothun MD | |||||||||||
| Director/Physician | $444,542 | $58,235 | $37,887 | $3,951 | $1,762 | $33,150 | $8,881 | $26,171 | $519,530 | $95,049 | |
| Holly C Boyer MD | |||||||||||
| Director/Physician | $236,682 | $35,518 | $6,000 | $2,860 | $1,080 | $51,000 | $5,181 | $10,409 | $296,542 | $52,188 | |
| Barbara S Daniels MD | |||||||||||
| CEO/Director/Physician | $250,645 | $225,290 | $133,770 | $4,184 | $17,675 | $38,250 | $32,034 | $15,759 | $426,849 | $290,758 | |
| Denis R Clohisy MD | |||||||||||
| Director/Physician | $150,000 | $313,924 | $328,323 | $3,933 | $43,651 | $51,000 | $42,774 | $26,444 | $533,256 | $426,793 | |
| Levi S Downs MD | |||||||||||
| CMO/Director/Physician | $168,475 | $161,401 | $16,450 | $2,570 | $20,774 | $27,446 | $23,788 | $8,688 | $214,941 | $214,651 | |
| Aaron Friedman MD | |||||||||||
| Director/Physician | $384,887 | $52,742 | $33,150 | $19,970 | $490,749 | ||||||
| Leo T Furcht MD | |||||||||||
| Director/Physician | $235,307 | $302,851 | $2,790 | $47,302 | $51,000 | $42,774 | $10,748 | $289,097 | $403,675 | ||
| Edward W Greeno MD | |||||||||||
| Director/Physician | $209,166 | $182,971 | $3,114 | $5,239 | $27,192 | $24,808 | $10,384 | $239,472 | $223,402 | ||
| Sameer Gupta MD | |||||||||||
| Director/Physician | $171,000 | $33,199 | $61,310 | $3,734 | $10,482 | $30,200 | $7,020 | $21,498 | $266,244 | $72,199 | |
| Stephen J Haines MD | |||||||||||
| Director/Physician | $366,475 | $251,521 | $85,626 | $3,785 | $48,124 | $38,250 | $33,150 | $24,347 | $494,136 | $357,142 | |
| Abraham K Jacob MD | |||||||||||
| Director/Physician | $201,493 | $15,749 | $4,460 | $16,205 | $27,313 | $28,483 | $6,555 | $25,261 | $250,641 | $74,878 | |
| Badrinath R Konety MD | |||||||||||
| Director/Physician | $269,000 | $257,555 | $239,072 | $3,887 | $39,321 | $51,000 | $33,150 | $26,532 | $562,959 | $356,558 | |
| Wesley Miller MD | |||||||||||
| Director/Physician | $179,649 | $165,687 | $31,344 | $3,082 | $6,445 | $27,429 | $23,214 | $26,366 | $241,504 | $221,712 | |
| Joseph Neglia MD | |||||||||||
| Director/Physician | $89,815 | $265,488 | $24,537 | $9,569 | $14,666 | $36,034 | $18,420 | $129,018 | $329,511 | ||
| William D Payne MD | |||||||||||
| Director/Physician | $184,610 | $71,091 | $1,295 | $2,273 | $3,784 | $27,886 | $10,136 | $18,276 | $216,064 | $103,287 | |
| Carrie A Terrell MD | |||||||||||
| Director/Physician | $142,509 | $35,103 | $10,000 | $19,481 | $17,967 | $22,101 | $7,181 | $9,452 | $194,091 | $69,703 | |
| Bevan Yueh MD | |||||||||||
| Director/Physician | $132,439 | $276,513 | $20,337 | $30,458 | $37,500 | $33,150 | $26,809 | $190,276 | $366,930 | ||
| Mary A Johnson | |||||||||||
| Chief Operating Officer | $333,446 | $66,850 | $16,790 | $38,250 | $476,847 | $21,511 | |||||
| Ann L Schwind | |||||||||||
| Chief Financial Officer | $134,034 | $131,099 | $37,658 | $12,060 | $21,374 | $27,472 | $17,550 | $16,913 | $221,975 | $186,936 | $10,751 |
| David A Rothenberger MD | |||||||||||
| Director/Physician | $231,656 | $190,027 | $11,593 | $2,970 | $23,662 | $36,862 | $28,310 | $20,138 | $283,081 | $262,137 | |
| William T Browne MD | |||||||||||
| Physician | $242,044 | $40,413 | $27,844 | $3,498 | $76,998 | $38,250 | $6,500 | $4,144 | $311,636 | $128,055 | |
| Barbara S Gold MD | |||||||||||
| Physician | $285,698 | $45,098 | $30,620 | $3,500 | $1,349 | $38,250 | $6,346 | $2,983 | $358,068 | $55,776 | |
| Praveen R Baimeedi MD | |||||||||||
| Physician | $38,585 | $1,042 | $456 | $3,126 | $5,788 | $190 | $1,880 | $44,829 | $6,238 | ||
| Joel L Boyd MD | |||||||||||
| Physician | $529,601 | $71,349 | $11,728 | $51,000 | $685,813 | $22,135 | |||||
| Peter K Lee MD | |||||||||||
| Physician | $724,375 | $51,837 | $20,000 | $4,854 | $18,270 | $33,150 | $9,750 | $16,829 | $782,379 | $96,686 | |
| Bradley J Nelson MD | |||||||||||
| Physician | $424,840 | $20,412 | $368,825 | $4,949 | $16,626 | $51,000 | $5,692 | $27,462 | $849,614 | $70,192 | |
| James D St Louis MD | |||||||||||
| Physician | $852,124 | $36,847 | $152,259 | $15,023 | $1,203 | $38,250 | $6,029 | $26,135 | $1,057,656 | $70,214 | |
| Fernando A Pena MD | |||||||||||
| Physician | $621,903 | $37,951 | $248,394 | $3,955 | $1,028 | $51,000 | $5,181 | $8,998 | $925,252 | $53,158 | |
| Stephen C Battista MD | |||||||||||
| Physician | $528,325 | $202,568 | $11,728 | $51,000 | $817,576 | $23,955 | |||||
| Edward D Hames MD | |||||||||||
| Physician | $305,738 | $62,233 | $15,835 | $20,400 | $418,165 | $13,959 | |||||
| Gregory H Helmer | |||||||||||
| Physician | $528,325 | $201,739 | $10,671 | $51,000 | $815,690 | $23,955 | |||||
| Charles A Dietz MD | |||||||||||
| Physician | $190,323 | $215,672 | $217,500 | $18,877 | $12,064 | $38,250 | $30,594 | $22,171 | $464,950 | $280,501 | |
| Patrick M Morgan MD | |||||||||||
| Physician | $319,113 | $36,929 | $4,453 | $1,015 | $51,000 | $5,181 | $8,998 | $374,566 | $52,123 | ||
| Scott B Marston MD | |||||||||||
| Physician | $399,606 | $32,693 | $207,071 | $3,955 | $1,017 | $51,000 | $5,181 | $23,915 | $661,632 | $62,806 | |
| Jonathan P Braman MD | |||||||||||
| Physician | $469,872 | $93,271 | $22,763 | $4,679 | $2,753 | $51,000 | $13,194 | $24,927 | $548,314 | $134,145 | |
| Daniel Landers MD | |||||||||||
| Physician | $684,887 | $100,086 | $13,955 | $3,171 | $33,150 | $13,665 | $9,689 | $731,992 | $126,611 | ||
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | David D Laxon MD | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | Husband - Barbara Daniels | RelationshipDescriptionTxt |
| Transaction | $819,667 | TransactionAmt |
| Transaction | Employed Cardiologist | TransactionDesc |
| Sharing Of Revenues | false | SharingOfRevenuesInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Form 990, Part IV, Line 14A | FormAndLineReferenceDesc |
| Explanation | while umphysicians did not maintain an OFFICE OR EMPLOYEES OUTSIDE OF THE UNITED STATES, A SUBSIDIARY OF UMPHYSICIANS DID. HOWEVER, THIS SUBSIDIARY IS NOT INCLUDED AS PART OF THIS FORM 990. FORM 990, PART VI, SECTION A, LINE 7B THE BY-LAWS OF THE ORGANIZATION GRANT THE DEAN OF THE MEDICAL SCHOOL CERTAIN DECISION MAKING CAPABILITIES AS APPLICABLE. THE BOARD OF REGENTS OF THE UNIVERSITY OF MINNESOTA (BOARD OF REGENTS), IS A PUBLIC CORPORATE BODY ORGANIZED AND EXISITNG UNDER THE CONSTITUTION AND LAWS OF THE STATE OF MINNESOTA. THE CORPORATION EXISTS UNDER THE PROVISIONS OF THE MEDICAL SERVICE PLAN AS ADOPTED BY THE BOARD OF REGENTS. THEREFORE, CERTAIN ACTIONS TAKEN BY THE CORPORATION REQUIRE APPROVAL BY THE BOARD OF REGENTS. IN ADDITION, CERTAIN MATTERS TAKEN UP BY THE CORPORATION'S BOARD OF DIRECTORS MAY REQUIRE MEMBER APPROVAL. FORM 990, PART VI, SECTION B, LINE 11 FORM 990 IS PROVIDED TO THE ORGANIZATION'S GOVERNING BODY AT A BOARD MEETING BEFORE THE RETURN IS FILED. FORM 990, PART VI, SECTION B, LINE 12C DIRECTORS, OFFICERS AND EMPLOYEES ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST DISCLOSURE FORM WHICH IS ANNUALLY REVIEWED BY MANAGEMENT AND OUTSIDE LEGAL COUNSEL IF NECESSARY. IF ANY OFFICER, DIRECTOR OR COMMITTEE MEMBER OF THE CORPORATION IS CONSIDERED TO HAVE CONFLICT OF INTEREST, THEY SHOULD GIVE THE BOARD OF THE CORPORATION NOTICE OF SUCH INTEREST OR RELATIONSHIP AND SHALL THEREAFTER REFRAIN FROM VOTING OR OTHERWISE ATTEMPTING TO EXERT ANY INFLUENCE ON THE CORPORATION TO AFFECT ITS DECISION TO PARTICIPATE OR NOT PARTICIPATE IN SUCH TRANSACTION. THE INTERESTED OFFICER, DIRECTOR OR COMMITTEE MEMBER SHALL LEAVE ANY MEETING DURING ANY DISCUSSION OF A MATTER IN WHICH SUCH INDIVIDUAL IS CONSIDERED TO HAVE A CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION HAS A FORMAL REVIEW PROCESS IN ITS HUMAN RESOURCE DEPARTMENT THAT UTILIZES A COMPENSATION DIRECTOR, COMPENSATION ANALYST WHO BENCHMARK AND REPORT LOCAL AND NATIONAL DATA AND SUGGEST GRADE LEVELS FOR COMMITTEE REVIEW. THE ORGANIZATION HAS AN EXECUTIVE COMPENSATION COMMITTEE THAT REPORTS DIRECTLY TO THE BOARD OF DIRECTORS. THE COMMITTEE INCLUDES COMMUNITY MEMBERS WHO ARE ENTIRELY EXTERNAL TO THE ORGANIZATION. IT ALSO USES COMPENSATION BENCHMARKING AND A FORMAL EMPLOYEE REVIEW PROCESS AS A GUIDE FOR SETTING AND REVIEWING COMPENSATION. THE LAST REVIEW, CONDUCTED BY EXTERNAL CONSULTANTS, WAS COMPLETED DURING 2011 AND WHILE REVIEWS ARE DONE EACH YEAR, EXTERNAL REVIEWS ARE PERFORMED APPROXIMATELY EVERY TWO YEARS. FORM 990, PART VI, SECTION C, LINE 19 ALL GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC FOR VIEWING AT THE MAIN OFFICE DURING NORMAL BUSINESS HOURS. FORM 990, PART IX, LINE 1 UMPHYSICIANS MAKES VOLUNTARY TRANSFERS TO THE UNIVERSITY OF MINNESOTA MEDICAL SCHOOL TO SUPPORT RESEARCH, EDUCATION AND CLINICAL EXPENSES. BECAUSE THESE TRANSFERS ARE VOLUNTARY, THEY HAVE BEEN REPORTED ON PART IX, LINE 1 AS GRANTS. THEY HAVE ALSO BEEN REPORTED ON SCHEDULE I AS GRANTS. FORM 990, PART XI, LINE 5 CHANGE IN NET ASSETS NET UNREALIZED LOSSES ON INVESTMENTS (227,082) | ExplanationTxt |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UMPhysicians Management Company LLC | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 720 Washington Ave SE Ste 200 | AddressLine1 |
| City | Minneapolis | City |
| State | MN | State |
| ZIP Code | 55414 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 273661692 | EIN |
| Primary Activities | Management | PrimaryActivitiesTxt |
| Legal Domicile State | MN | LegalDomicileStateCd |
| End Of Year Assets | $988,971 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UMP | BusinessNameLine1 |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | University of Minnesota | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1425 University Ave SE | AddressLine1 |
| City | Minneapolis | City |
| State | MN | State |
| ZIP Code | 55455 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 416007513 | EIN |
| Primary Activities | Public Univer | PrimaryActivitiesTxt |
| Legal Domicile State | MN | LegalDomicileStateCd |
| Exempt Code Section | 115 | ExemptCodeSectionTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | false | ControlledOrganizationInd |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Ump Assurance Company | BusinessNameLine1 |
Foreign Address ForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Buckingham Square 720 West Bay Road | AddressLine1 |
| City | Grand Cayman | City |
| Province Or State | Cayman Islands | ProvinceOrState |
| Country | CJ | Country |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 980445809 | EIN |
| Primary Activities | Self-Insurance | PrimaryActivitiesTxt |
| Legal Domicile Foreign Country | CJ | LegalDomicileForeignCountryCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UMPHYSICIANS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | C Corp | EntityTypeTxt |
| Share Of Total Income | $6,223,195 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $12,936,094 | ShareOfEOYAssetsAmt |
| Ownership | 1.00000 | OwnershipPct |
| Controlled Organization | Yes (true) | ControlledOrganizationInd |
| 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 | false | 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 | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | 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 |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| Univ of MN Physicians Assurance Company | ||
| p | $3,501,200 | Actual cost |
| Univ of MN Physicians Assurance Company | ||
| q | $936,139 | Actual cost |