2014-05-13T18:37:33-05:00 2013-06-30 860683059 BEACHFLEISCHMAN PC PO BOX 64130 TUCSON AZ 857284130 990 2012-07-01 272936985 THE UNIVERSITY OF ARIZONA HEALTH NETWORK INC UNIV 5206942700 1501 N CAMPBELL AVE TUCSON AZ 85724 MISTY D HANSEN 5206942700 2014-04-24 1 KAREN K MCCLOSKEY CPA P00099644 5203214600 2012 2015-11-30 17:44:51Z MICHAEL R WALDRUM MD 1501 N CAMPBELL AVE TUCSON AZ 85724 207477948 0 X WWW.UAHEALTH.COM X 2010 AZ ADVANCING HEALTH AND WELLNESS THROUGH EDUCATION, RESEARCH AND PATIENT CARE. 15 9 0 9 0 0 0 0 111199092 207365372 122079 112576 0 0 111321171 207477948 0 434323 0 0 0 150199655 0 0 0 122474262 57329316 122474262 207963294 -11153091 -485346 34026073 73976085 45179164 85607097 -11153091 -11631012 ADVANCING HEALTH AND WELLNESS THROUGH EDUCATION, RESEARCH AND PATIENT CARE. 0 0 189389930 434323 207365372 IN JUNE 2010 THE ARIZONA BOARD OF REGENTS CREATED THE UNIVERSITY OF ARIZONA HEALTH NETWORK TO BRING TOGETHER THE UNIVERSITY OF ARIZONA MEDICAL CENTER CORPORATION AND THE UNIVERSITY OF ARIZONA PHYSICIANS TO ALIGN THE TWO ORGANIZATIONS STRATEGICALLY AND OPERATIONALLY. THIS INTEGRATION IS INTENDED TO CREATE EFFICIENCIES IN THE HEALTHCARE DELIVERY SYSTEM OF THE UNIVERSITY OF ARIZONA AND POSITION THE ORGANIZATION TO BE PREPARED FOR HEALTH CARE REFORMS. 189389930 1 0 0 1 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 0 0 0 0 1 CJ 0 0 0 0 0 0 0 0 X 15 9 0 0 0 0 0 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 AZ X DONELLA FONES 5206942700 1501 N CAMPBELL AVENUE TUCSON AZ 85724 LEO BRENNAN 1.00 3.00 X 0 0 0 PETER CALIHAN 1.00 0.00 X 0 0 0 MINDY J FAIN 1.00 39.00 X 0 260640 34222 MARTHA GILLILAND 1.00 1.00 X 0 0 0 STEVE GOLDSCHMID 39.00 1.00 X 0 569308 53246 HERMA J HIGHTOWER 1.00 0.00 X 0 0 0 LEONARD M JESSUP 1.00 39.00 X 0 401740 38806 ANNE MARIUCCI 1.00 0.00 X 0 0 0 DIEGO MARTIN 1.00 39.00 X 0 470461 36518 DENNIS R MINANO 1.00 0.00 X 0 0 0 SANTIAGO MUNOZ 1.00 0.00 X 0 0 0 EUGENE SANDER 1.00 39.00 X 0 300737 33053 OLE J THIENHAUS 1.00 39.00 X 0 301568 24758 ANN WEAVER HART 1.00 39.00 X 0 257703 63944 MICHAEL R WALDRUM 39.00 1.00 X X 0 298940 0 STEVE LYNN 1.00 3.00 X X 0 0 0 MICHAEL H COVERT 1.00 0.00 X X 0 0 0 NANCY C LOFTIN 1.00 0.00 X X 0 0 0 KEVIN P LARSON 1.00 0.00 X X 0 0 0 MISTY D HANSEN 39.00 1.00 X 0 576491 101145 SHIRLEY K GABRIEL 39.00 1.00 X 0 337932 76516 JOHN A MARQUES 39.00 1.00 X 0 369414 34693 SCOTT A SAHLMAN 39.00 1.00 X 0 445130 69584 MICHELE BARNARD 40.00 0.00 X 0 212517 43059 MARIA G FLETCHER 40.00 0.00 X 0 211603 28688 ANN M MCGRATH 39.00 1.00 X 0 404958 28371 RAFAEL A DIAZ 40.00 0.00 X 0 279659 22329 MARJORIE N SISSON 40.00 0.00 X 0 210845 56247 0 5909646 745179 0 0 1 0 0 MANAGEMENT FEES 561210 206231887 206231887 OTHER OPERATING INCOME 621111 923882 923882 NET PATIENT SERVICE REVENUE 621111 209603 209603 207365372 112576 112576 207477948 207365372 0 112576 434323 434323 3808121 3808121 121725737 113720105 8005632 4046753 4009945 36808 12856534 11963391 893143 7762510 7333024 429486 3963363 3861714 101649 1056373 1056373 424379 424379 103715 103715 631442 631442 8322233 6331356 1990877 4377475 4231382 146093 2926125 2892505 33620 19394065 19319634 74431 762559 420194 342365 185282 55158 130124 10546 10546 10425297 10327103 98194 5020 5020 MISCELLANEOUS EXPENSE 3805481 3741336 64145 SUPPLIES 935961 748760 187201 207963294 189389930 18573364 0 609 1356011 2822435 5071245 64808851 5701267 20441841 59107584 10761188 8441245 34026073 73976085 20871563 82171778 59092 44319 24248509 3391000 45179164 85607097 X 0 0 0 0 -11153091 -11631012 -11153091 -11631012 34026073 73976085 -485346 7425 0 X 0 1 X 1 0 X X X X 0 0 0 UNIVERSITY OF ARIZONA COLLEGE OF MEDICINE 742652689 2 1 1 1 0 UNIVERSITY MEDICAL CENTER CORPORATION 860492210 3 1 1 1 0 UNIVERSITY PHYSICIANS HEALTHCARE 942958258 3 1 1 1 0 3 0 0 1 0 0 0 0 1 546958 0 0 546958 0 EXPLANATION OF LOBBYING ACTIVITIES: PART II-B, LINE 1: THE UNIVERSITY OF ARIZONA HEALTH NETWORK EMPLOYS A DIRECTOR OF LEGISLATIVE AFFAIRS. THIS POSITION PROVIDES LEADERSHIP IN THE AREA OF LEGISLATIVE INITIATIVES, HEALTH POLICY, AND CONSUMER ADVOCACY. THIS POSITION CREATES LINKS TO STATE AND FEDERAL LEGISLATIVE REPRESENTATIVES AND STAFF, RESEARCHES AND DEVELOPS POLICY POSITIONS FOR THE UNIVERSITY OF ARIZONA HEALTH NETWORK. 178324 27121 151203 101365 31490 69875 64529162 5642656 58886506 59107584 DUE FROM SUBSIDIARIES 5716463 ASSETS HELD BY TRUSTEES 2724782 8441245 WORKMAN'S COMPENSATION LIABILITY 3391000 3391000 X DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: INCOME TAXES FOOTNOTE FROM THE UNIVERSITY OF ARIZONA HEALTH NETWORK AND SUBSIDIARIES CONSOLIDATED FINANCIAL REPORT: IN GENERAL, THE CORPORATION'S SUBSIDIARIES ARE NOT-FOR-PROFIT ENTITIES AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE CODE) AND ARE EXEMPT FROM FEDERAL AND STATE INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE AND RELATED STATE LAWS. THE CORPORATION ITSELF APPLIED FOR SECTION 501(C)(3) TAX-EXEMPT STATUS WITH THE INTERNAL REVENUE SERVICE, AND THE APPLICATION IS PENDING. THE CORPORATION HAS REVIEWED ITS TAX POSITIONS FOR ALL OPEN TAX YEARS AND HAS CONCLUDED THAT NO LIABILITIES EXIST AS OF JUNE 30, 2013 AND 2012. THE CORPORATION FILES TAX RETURNS WITH THE U.S. FEDERAL AND THE STATE OF ARIZONA JURISDICTIONS. WITH FEW EXCEPTIONS, THE CORPORATION IS NO LONGER SUBJECT TO U.S. FEDERAL EXAMINATIONS BY TAX AUTHORITIES FOR YEARS BEFORE 2008. 1 PERIMETER CYCLING 2609 E BROADWAY TUCSON AZ 85716 860830696 501(C)(3) 88958 PROMOTE AWARENESS OF HEALTH BENEFITS OF CYCLING TUCSON FESTIVAL OF BOOKS PO BOX 210019 TUCSON AZ 85721 262145432 501(C)(3) 60000 PROMOTION OF LITERACY PGA TOUR INC 100 PGA TOUR BLVD POINT VEDRA BEACH FL 32082 520999206 501(C)(3) 16000 GENERAL SUPPORT TUCSON NURSES WEEK FOUNDATION PO BOX 65085 TUCSON AZ 85728 860771880 501(C)(3) 20000 NURSING EDUCATION THE LEUKEMIA & LYMPHOMA SOCIETY 1311 MAMARONECK AVE STE 310 WHITE PLAINS NY 10605 135644916 501(C)(3) 10000 BLOOD CANCER RESEARCH DIAPER BANK OF SOUTHERN ARIZONA 4500 E SPEEDWAY 75 TUCSON AZ 85712 431990345 501(C)(3) 10000 DIAPERS FOR CHILDREN AND ADULTS THROUGH COMMUNITY PARTNERS CASA DE LOS NINOS 1101 N 4TH AVE TUCSON AZ 85705 860314595 501(C)(3) 10000 CHILD ABUSE PREVENTION AMERICAN CANCER SOCIETY 1636 N SWAN 151 TUCSON AZ 85712 131788491 501(C)(3) 10000 RESEARCH, TREATMENT AND PREVENTION OF CANCER TUCSON CHILDREN'S MUSEUM PO BOX 2609 TUCSON AZ 85702 860676237 501(C)(3) 5000 EDUCATION OF CHILDREN MARCH OF DIMES 3550 N CENTRAL AVE TUCSON AZ 85712 131846366 501(C)(3) 5000 MEDICAL RESEARCH FOR PREVENTION AND AMELIORATION OF BIRTH DEFECTS BOYS & GIRLS CLUB OF TUCSON PO BOX 40217 TUCSON AZ 85717 860172257 501(C)(3) 15000 YOUTH PROGRAMS ANGEL CHARITY FOR CHILDREN PO BOX 14225 TUCSON AZ 85732 860472794 501(C)(3) 5000 IMPROVE QUALITY OF LIFE FOR CHILDREN AMERICAN HEART ASSOCIATION 710 2ND AVE SEATTLE WA 98014 135613797 501(C)(3) 12500 MEDICAL RESEARCH TU NIDITO CHILDREN & FAMILY SERVICES 3922 N MOUNTAIN AVE TUCSON AZ 85719 860769031 501(C)(3) 5000 CHILDREN AND FAMILY SERVICES AMERICAN DIABETES ASSOCIATION 1701 N BEAUREGARD ST ALEXANDRIA VA 22311 131623888 501(C)(3) 7500 RESEARCH, PREVENT AND CURE DIABETES EMERGE CENTER AGAINST DOMESTIC ABUSE 2545 E ADAMS ST TUCSON AZ 85711 860312162 501(C)(3) 5000 PREVENT DOMESTIC ABUSE RONALD MCDONALD HOUSE CHARITIES OF SOUTHERN ARIZONA PO BOX 40725 TUCSON AZ 85717 953526934 501(C)(3) 5000 SUPPORT FOR CHILDREN AND FAMILIES EXPERIENCING SERIOUS ILLNESSES 17 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: THE MISSION OF THE UNIVERSITY OF ARIZONA HEALTH NETWORK INCLUDES SUPPORT OF OUR LOCAL COMMUNITIES BY PARTICIPATING IN AND SPONSORING CHARITABLE AND SERVICE ORGANIZATIONS. OUR GRANT AND SPONSORSHIP COMMITTEE MEETS MONTHLY TO REVIEW GRANT REQUESTS AND DETERMINES THE HIGHEST AND BEST USE OF OUR GRANT FUND WITHIN OUR SERVICE AREAS AND LOCAL COMMUNITIES. THE UNIVERSITY OF ARIZONA HEALTH NETWORK PROMOTES INVESTING IN OUR COMMUNITY IN MULTIPLE WAYS, INCLUDING FINANCIAL CONTRIBUTIONS THROUGH GRANTS AND INVOLVING OUR EMPLOYEES IN SERVICE PROGRAMS AND ACTIVITIES. X X X X X X 0 1 0 0 0 0 0 0 0 MINDY J FAIN 0 257018 0 914 0 2708 0 18033 0 16189 0 294862 0 0 STEVE GOLDSCHMID 0 529688 0 39620 0 0 0 32606 0 20640 0 622554 0 0 LEONARD M JESSUP 0 401008 0 0 0 732 0 17202 0 21604 0 440546 0 0 DIEGO MARTIN 0 469144 0 0 0 1317 0 29573 0 6945 0 506979 0 0 EUGENE SANDER 0 300737 0 0 0 0 0 16479 0 16574 0 333790 0 0 OLE J THIENHAUS 0 282058 0 17575 0 1935 0 11768 0 12990 0 326326 0 0 ANN WEAVER HART 0 257703 0 0 0 0 0 58736 0 5208 0 321647 0 0 MICHAEL R WALDRUM 0 298940 0 0 0 0 0 0 0 0 0 298940 0 0 MISTY D HANSEN 0 422465 0 151604 0 2422 0 83555 0 17590 0 677636 0 0 SHIRLEY K GABRIEL 0 259626 0 69451 0 8855 0 67180 0 9336 0 414448 0 0 JOHN A MARQUES 0 250709 0 78442 0 40263 0 19858 0 14835 0 404107 0 0 SCOTT A SAHLMAN 0 278262 0 80317 0 86551 0 61763 0 7821 0 514714 0 0 MICHELE BARNARD 0 161914 0 47439 0 3164 0 30579 0 12480 0 255576 0 0 MARIA G FLETCHER 0 173998 0 37375 0 230 0 11768 0 16920 0 240291 0 0 ANN M MCGRATH 0 277695 0 83140 0 44123 0 19857 0 8514 0 433329 0 0 RAFAEL A DIAZ 0 230750 0 48374 0 535 0 20296 0 2033 0 301988 0 0 MARJORIE N SISSON 0 161592 0 34569 0 14684 0 42464 0 13783 0 267092 0 0 PART I, LINE 4B THE FOLLOWING INDIVIDUALS PARTICIPATED IN AND/OR RECEIVED PAYMENTS FROM A NON-QUALIFIED RETIREMENT PLAN: MISTY D. HANSEN $63,698, SCOTT A. SAHLMAN $80,758, ANN M. MCGRATH $41,200, JOHN A. MARQUES $38,897, SHIRLEY K. GABRIEL $49,866. FORM 990, PART VI, SECTION A, LINE 7A THE ARIZONA BOARD OF REGENTS APPOINTS THE BOARD OF DIRECTORS FOR THE UNIVERSITY OF ARIZONA HEALTH NETWORK. FORM 990, PART VI, SECTION A, LINE 7B AMENDMENTS TO THE UNIVERSITY OF ARIZONA HEALTH NETWORK'S ARTICLES OF INCORPORATION ARE SUBJECT TO APPROVAL BY THE ARIZONA BOARD OF REGENTS. FORM 990, PART VI, SECTION B, LINE 11 THE UNIVERSITY OF ARIZONA HEALTH NETWORK'S FORM 990 IS REVIEWED BY THE CHIEF FINANCIAL OFFICER, CHIEF EXECUTIVE OFFICER, AND AUDIT AND COMPLIANCE COMMITTEE OF THE BOARD OF DIRECTORS. UAHN'S FORM 990 IS DISTRIBUTED TO THE BOARD OF DIRECTORS PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE UNIVERSITY OF ARIZONA HEALTH NETWORK REQUIRES BOARD MEMBERS, OFFICERS, AND KEY EMPLOYEES TO COMPLETE A CONFLICT OF INTEREST FORM ANNUALLY. ANY REPORTED CONFLICT OF INTEREST IS REVIEWED BY A CORPORATE COMPLIANCE OFFICER AND GENERAL COUNSEL. ANY POTENTIAL CONFLICTS IDENTIFIED ARE SUBJECT TO FURTHER REVIEW BY SENIOR MANAGEMENT AND/OR THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 15 THE UNIVERSITY OF ARIZONA HEALTH NETWORK HIRES A THIRD PARTY CONSULTANT TO REVIEW COMPENSATION AND BENEFITS. IN ADDITION, THE UNIVERSITY OF ARIZONA HEALTH NETWORK COMPLETES A SURVEY COMPARING THE COMPENSATION PACKAGE TO SIMILAR ORGANIZATIONS. THE CEO HAS A WRITTEN EMPLOYMENT CONTRACT THAT IS REVIEWED AND APPROVED BY THE UNIVERSITY OF ARIZONA HEALTH NETWORK'S COMPENSATION COMMITTEE AND BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 POLICIES ARE POSTED ON THE UNIVERSITY OF ARIZONA HEALTH NETWORK'S INTRANET. GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. ARIZONA BOARD OF REGENTS 2020 N CENTRAL AVENUE PHOENIX AZ 85004 866004791 GOVERNING BOARD OF ARIZONA'S PUBLIC UNIVERSITIES AZ N/A 0 THE UNIVERSITY OF ARIZONA COLLEGE OF MEDICINE 888 N EUCLID TUCSON AZ 85719 742652689 PUBLIC UNIVERSITY AZ ARIZONA BOARD OF REGENTS 0 UNIVERSITY MEDICAL CENTER CORPORATION 1501 N CAMPBELL AVENUE TUCSON AZ 85724 860492210 HEALTHCARE AZ 501(C)(3) LINE 3 THE UNIVERSITY OF ARIZONA HEALTH NETWORK 1 UNIVERSITY PHYSICIANS HEALTHCARE 2701 E ELVIRA ROAD TUCSON AZ 85706 942958258 HEALTHCARE AZ 501(C)(3) LINE 3 THE UNIVERSITY OF ARIZONA HEALTH NETWORK 1 UNIVERSITY MEDICAL CENTER FOUNDATION 1501 N CAMPBELL AVENUE TUCSON AZ 85724 860572438 FUNDRAISING AZ 501(C)(3) LINE 11A, I UNIVERSITY MEDICAL CENTER CORPORATION 0 UNIVERSITY PHYSICIANS HEALTHCARE FOUNDATION 2701 E ELVIRA ROAD TUCSON AZ 85706 202826747 FUNDRAISING AZ 501(C)(3) LINE 11A, I UNIVERSITY PHYSICIANS HEALTHCARE 0 DEVICE PRESERVATION INC 1501 N CAMPBELL AVENUE TUCSON AZ 85724 860687598 SUPPORT AZ 501(C)(3) LINE 11A, I UNIVERSITY MEDICAL CENTER CORPORATION 0 CADUCEUS INDEMNITY INSURANCE CORPORATION LTD 745 FORT STREET SUITE 1100 HONOLULU HI 96813 990343363 CAPTIVE INSURANCE HI 501(C)(3) LINE 11A, I UNIVERSITY PHYSICIANS HEALTHCARE 0 THE UNIVERISTY OF ARIZONA HEALTH PLANS-FAMILY CARE INC 2701 E ELVIRA ROAD TUCSON AZ 85756 463766901 HEALTH INSURANCE AZ 501(C)(3) LINE 3 UNIVERSITY PHYSICIANS HEALTHCARE 0 THE UNIVERSITY OF ARIZONA HEALTH PLANS-UNIVERSITY CARE ADVANTAGE INC 2701 E ELVIRA ROAD TUCSON AZ 85756 463757358 HEALTH INSURANCE AZ 501(C)(3) LINE 3 UNIVERSITY PHYSICIANS HEALTHCARE 0 UM LEASING LLC 4291 N CAMPBELL AVENUE TUCSON AZ 85724 203400643 LEASING AZ N/A ACADEMIC INSURANCE FUNDING LTD PO BOX 1051 GEORGETOWN GRAND CAYMAN CJ 980116943 CAPTIVE INSURANCE CJ N/A C 0 THE UNIVERSITY OF ARIZONA HEALTH PLANS-UNIVERSITY HEALTHCARE INC 2701 E ELVIRA ROAD TUCSON AZ 85756 454370907 HEALTH INSURANCE AZ THE UNIVERSITY OF ARIZONA HEALTH NETWORK C -188493 12566079 1.00000 1 0 0 0 0 0 0 0 0 0 1 1 1 1 1 0 1 0 0 0 UNIVERSITY MEDICAL CENTER CORPORATION J 64368352 ACTUAL TRANSFER UNIVERSITY MEDICAL CENTER CORPORATION P 719004850 ACTUAL TRANSFER UNIVERSITY PHYSICIANS HEALTHCARE J 29594068 ACTUAL TRANSFER UNIVERSITY PHYSICIANS HEALTHCARE P 1091754654 ACTUAL TRANSFER