2014-03-10T14:21:57-05:00 2013-06-30 KPMG LLP 1918 Eighth Avenue Suite 2900 Seattle WA 98101 990 2012-07-01 930608012 UNIVERSITY MEDICAL GROUP % JOHN KULAWIEC UNIV 5034948423 1706 NW 24TH AVENUE Suite 29166 PORTLAND OR 97296 THOMAS M HECKLER 2069134000 2014-02-18 true 2069134000 2012 2015-11-30 17:44:51Z TOM HECKLER 1706 NW 24TH AVENUE 29166 PORTLAND OR 97296 15423956 false X N/A X 1998 OR UNIVERSITY MEDICAL GROUP (UMG) IS ORGANIZED AND AT ALL TIMES WILL BE OPERATED FOR THE BENEFIT OF OREGON HEALTH & SCIENCE UNIVERSITY (OHSU) TO PROVIDE ADMINISTRATIVE AND MANAGEMENT SERVICES. 7 0 187 1 0 0 0 0 15867986 15419898 3597 4058 0 0 15871583 15423956 0 0 0 0 11784593 10024426 0 0 0 3075013 4367116 14859606 14391542 1011977 1032414 6707768 8807936 1855268 2923022 4852500 5884914 THE SOLE PURPOSE OF UNIVERSITY MEDICAL GROUP IS TO PROVIDE A VARIETY OF ADMINISTRATIVE AND MANAGEMENT SERVICES TO OREGON HEALTH & SCIENCE UNIVERSITY FACULTY PRACTICE PLAN. THESE SERVICES INCLUDE BILLING, COLLECTION, HUMAN RESOURCES, PAYROLL, AND ACCOUNTING SERVICES. false false 14344612 0 15419898 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 1,356 OHSU CLINICIANS DURING FY 2013. 14344612 true false false false false false false false false true false false false true false true false false false false false false false false false false false false true false false false false false false false false false false false false false true false false false true 10 0 187 true false false false false false false false false false false X 7 0 false false false false false false false true true false false true false false true false false false OR X JOHN KULAWIEC 5034948423 1706 NW 24TH AVENUE 29166 PORTLAND OR 97296 MARK A RICHARDSON MD 0.3 50.0 X 0 819999 39454 PAUL FLINT MD 0.3 50.0 X 0 563166 38459 JOHN HUNTER MD 0.3 50.0 X 0 651770 47249 CHARLES THOMASMD 0.3 50.0 X 0 702232 43986 JOAQUIN CIGARROAMD 0.3 50.0 X 0 327594 55207 THOMAS YACKEL 0.3 50.0 X 0 248011 51807 AARON CAUGHEY 0.3 50.0 X 0 519582 46707 THOMAS M HECKLER 4.0 40.0 X 33025 351566 51139 MATTHEW L NAVIGATO 25.0 25.0 X 203917 37977 24067 BOBBIE CLAWSON 40.0 0.0 X 158091 0 17918 JENNIFER NORRISH 40.0 0.0 X 132090 0 14577 JESSICA JOHNSON 40.0 0.0 X 136021 0 15316 BARBARA DUNCAN 40.0 0.0 X 121384 0 13514 TAMMY BICKLE 40.0 0.0 X 118993 0 14214 ANNE NEDROW MD 0.3 50.0 X 0 139716 21693 MARK NICHOLS MD 0.3 50.0 X 0 274807 24227 STACY NICHOLSON MD 0.3 50.0 X 0 390585 41198 JOHN SAULTZ MD 0.3 50.0 X 0 297296 47233 JEFFREY KOH 0.3 50.0 X 0 342054 46268 DAVID WILSON 0.3 50.0 X 0 520028 98116 KIM BURCHIEL MD 0.3 50.0 X 0 721307 56334 903521 6907690 808683 6 true true false NCO Financial System 500 N Franklin Turnpike RAMSEY NJ 07446 CUSTOMER SERVICE 611855 Dynalectric Company 5711 SW Hood Ave PORTLAND OR 97239 Electrical Services 143483 SmithCFI 620 NE 19th Ave PORTLAND OR 97232 MOVING SERVICES 134427 3 0 BILLING FEES 339110 14890424 14890424 GRANTS & REIMBURSEMENTS 339110 529474 529474 15419898 4058 4058 0 0 0 0 0 0 0 0 0 0 0 0 0 15423956 15419898 0 4058 0 0 0 0 227451 194426 33025 0 7142586 7142586 435526 431563 3963 1538354 1531461 6893 680509 677460 3049 0 61426 61426 0 0 89900 89900 0 0 0 683114 683114 0 201361 201361 0 0 503151 503151 37929 37929 0 8693 8693 0 0 130773 130773 28047 28047 DATA PROCESSING 1367158 1367158 TRAINING 27757 27757 PRINTING, POSTAGE, SUPPLIES 293868 293868 COMMUNICATIONS 120467 120467 813472 813472 14391542 14344612 46930 0 2376139 3427080 2361580 3211303 0 0 1486290 1453598 0 0 0 0 0 0 0 0 146705 148866 2028526 1461437 337054 567089 0 0 0 0 0 0 0 0 0 0 6707768 8807936 1811402 1568129 0 0 0 0 0 0 0 0 0 0 0 0 0 0 43866 1354893 1855268 2923022 X 4852500 5884914 0 0 0 0 4852500 5884914 6707768 8807936 1032414 X false true X true false X X false false false OREGON HEALTH & SCIENCE UNIVERSITY 931176109 06 true 14260769 1 14260769 TOTAL FUNCTIONAL EXPENSES FORM 990 PART IX $14,391,542 DEPRECIATION FORM 990 PART IX LINE 22 $ (130,773) ------------ TOTAL SUPPORT PROVIDED TO OREGON HEALTH AND SCIENCE UNIV $14,260,769 UNIVERSITY MEDICAL GROUP IS ORGANIZED AND OPERATED TO PROVIDE ADMINISTRATIVE AND MANAGEMENT SERVICES TO OREGON HEALTH & SCIENCE UNIVERSITY. TOTAL SUPPORT OF $14,260,769 CONSISTS OF VARIOUS EXPENSES PAID ON BEHALF OF OREGON HEALTH & SCIENCE UNIVERSITY. SEE FORM 990, PART IX FOR ADDITIONAL DETAIL. 226414 15095 211319 1802112 1446342 355770 567089 0 DUE TO AFFILIATES 1222743 DEFERRED RENT OBLIGATION 132150 1354893 15423956 15423956 15423956 14391542 14391542 14391542 X X false false false false false false false false false MARK A RICHARDSON MD 0 696208 0 114431 0 9360 0 37800 0 1654 0 859453 0 0 ANNE NEDROW MD 0 135106 0 110 0 4500 0 21693 0 0 0 161409 0 0 MARK NICHOLS MD 0 266182 0 0 0 8625 0 21398 0 2829 0 299034 0 0 STACY NICHOLSON MD 0 372126 0 8000 0 10459 0 40000 0 1198 0 431783 0 0 PAUL FLINT MD 0 454566 0 20000 0 88600 0 30000 0 8459 0 601625 0 0 KIM BURCHIEL MD 0 698607 0 12500 0 10200 0 50000 0 6334 0 777641 0 0 JOHN SAULTZ MD 0 267936 0 20000 0 9360 0 46042 0 1191 0 344529 0 0 THOMAS M HECKLER 33025 295966 0 46600 0 9000 3963 37800 0 9376 36988 398742 0 0 MATTHEW L NAVIGATO 163151 37977 31995 0 8771 0 23418 649 0 0 227335 38626 0 0 BOBBIE CLAWSON 149320 0 0 0 8771 0 17918 0 0 0 176009 0 0 0 JESSICA JOHNSON 117255 0 10378 0 8388 0 15316 0 0 0 151337 0 0 0 JOHN HUNTER MD 0 621416 0 20154 0 10200 0 37800 0 9449 0 699019 0 0 JEFFREY KOH 0 331654 0 200 0 10200 0 45000 0 1268 0 388322 0 0 DAVID WILSON 0 481137 0 25000 0 13891 0 79849 0 18267 0 618144 0 0 CHARLES THOMASMD 0 667032 0 25000 0 10200 0 35000 0 8986 0 746218 0 0 JOAQUIN CIGARROAMD 0 302162 0 15000 0 10432 0 50000 0 5207 0 382801 0 0 THOMAS YACKEL 0 220082 0 20344 0 7585 0 49566 0 2241 0 299818 0 0 AARON CAUGHEY 0 471268 0 38750 0 9564 0 33950 0 12757 0 566289 0 0 Compensation from Unrelated Organizations Schedule J, Part II A portion of Thomas M. Heckler's base compensation and deferred compensation are paid by an unrelated organization, 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. Heckler's base compensation and deferred compensation are included in the shared services agreement fee that OHSU pays to University Medical Group. A portion of Matthew L. Navigato's base compensation and deferred compensation are paid by an unrelated organization, Oregon Health & Science University (OHSUF). 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. PROCESS TO REVIEW FORM 990 FORM 990, PART VI, LINE 11B AN OUTSIDE ACCOUNTING FIRM PREPARED THE FEDERAL FORM 990. THE CONTROLLER AND THE 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. PROCESS TO DETERMINE COMPENSATION FORM 990, PART VI, LINE 15A & 15B THE COMPENSATION FOR THE UNIVERSITY MEDICAL GROUP COO IS BASED UPON DATA DERIVED FROM THE AMERICAN ASSOCIATION OF MEDICAL COLLEGES (AAMC) - APPD ANNUAL SALARY SURVEY USING DATA FOR COMPARABLE POSITIONS AND SIZED ORGANIZATIONS. A PERFORMANCE EVALUATION ALONG WITH THE AAMC ANNUAL SALARY SURVEY, WAS USED TO DETERMINE BASE COMPENSATION. FORMULAIC COMPONENTS WERE USED TO DEFINE THE BONUS AMOUNT BASED UPON THE ROLLUP OF VARIOUS REVENUE CYCLE PERFORMANCE GOALS. THE CEO PRESENTED THE PERFORMANCE EVALUATION, BONUS GOAL RESULTS AND A BASE COMPENSATION & BONUS PROPOSAL TO THE DEAN OF THE OHSU SCHOOL OF MEDICINE FOR APPROVAL. THE COMPENSATION FOR THE UNIVERSITY MEDICAL GROUP CEO, WHO ALSO HOLDS THE POSITION OF OHSU SENIOR ASSOCIATED DEAN, IS BASED ON TIME ALLOCATED TO EFFORTS DEVOTED TO THE UNIVERSITY MEDICAL GROUP REVENUE CYCLE. AS OF JANUARY 2009, IT WAS DETERMINED THAT THIS EFFORT REPRESENTED APPROXIMATELY 10% OF TOTAL TIME SPENT. COMPENSATION FROM UNIVERSITY MEDICAL GROUP REMAINS FIXED BASED UPON THIS PERCENTAGE OF HIS OHSU BASE COMPENSATION AT THAT TIME. OTHER ORGANIZATION DOCUMENTS PUBLICLY 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. OREGON HEALTH & SCIENCE UNIVERSITY 3181 SW SAM JACKSON PARK ROAD PORTLAND OR 97239 931176109 HOSP & UNIV. OR NA false false false false false true false false false false false false true false false true true true false false