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UNIVERSITY MEDICAL GROUP: Form 990, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
UNIVERSITY MEDICAL GROUP (EIN 93-0608012)
Tax period
2011-07-01 to 2012-06-30
Filed
2013-05-08
IRS object ID
201301289349301015
Schema version
2011v1.5
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Timestamp2013-05-08T11:25:59-05:00Timestamp
Tax Period End Date2012-06-30TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1KPMG LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line11918 Eighth Avenue Suite 2900AddressLine1
CitySeattleCity
StateWAState
ZIP Code98101ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2011-07-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN930608012EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1UNIVERSITY MEDICAL GROUPBusinessNameLine1
FieldValueIRS element (for citing)
In Care Of Name% JOHN KULAWIECInCareOfName
Name ControlUNIVNameControl
Phone5034948423Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line11706 NW 24TH AVENUEAddressLine1
CityPORTLANDCity
StateORState
ZIP Code97296ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameTHOMAS M HECKLERName
TitleCEOTitle
Date Signed2013-05-07DateSigned
Authorize Third PartytrueAuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
Phone2069134000Phone
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-25 16:41:14ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Address ChangeXAddressChange
Name Of Principal Officer PersonTOM HECKLERNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line11706 NW 24TH AVENUE 29166AddressLine1
CityPORTLANDCity
StateORState
ZIP Code97296ZIPCode
FieldValueIRS element (for citing)
Gross Receipts15871583GrossReceipts
Group Return For AffiliatesfalseGroupReturnForAffiliates
Organization501c3XOrganization501c3
Web SiteN/AWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1998YearFormation
State Legal DomicileORStateLegalDomicile
Activity Or Mission DescriptionUNIVERSITY 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.ActivityOrMissionDescription
Nbr Voting Members Governing Body7NbrVotingMembersGoverningBody
Nbr Independent Voting Members0NbrIndependentVotingMembers
Total Nbr Employees212TotalNbrEmployees
Total Nbr Volunteers0TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year0ContributionsGrantsPriorYear
Contributions Grants Current Year0ContributionsGrantsCurrentYear
Program Service Revenue Prior Year15661409ProgramServiceRevenuePriorYear
Program Service Revenue CY15867986ProgramServiceRevenueCY
Investment Income Prior Year1920InvestmentIncomePriorYear
Investment Income Current Year3597InvestmentIncomeCurrentYear
Other Revenue Prior Year-407OtherRevenuePriorYear
Other Revenue Current Year0OtherRevenueCurrentYear
Total Revenue Prior Year15662922TotalRevenuePriorYear
Total Revenue Current Year15871583TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year0GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY0GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year11957003SalariesEtcPriorYear
Salaries Etc Current Year11784593SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year0TotalFundrsngExpCurrentYear
Other Expense Prior Year3076445OtherExpensePriorYear
Other Expenses Current Year3075013OtherExpensesCurrentYear
Total Expenses Prior Year15033448TotalExpensesPriorYear
Total Expenses Current Year14859606TotalExpensesCurrentYear
Revenues Less Expenses Prior Year629474RevenuesLessExpensesPriorYear
Revenues Less Expenses CY1011977RevenuesLessExpensesCY
Total Assets BOY6542511TotalAssetsBOY
Total Assets EOY6707768TotalAssetsEOY
Total Liabilities BOY2701988TotalLiabilitiesBOY
Total Liabilities EOY1855268TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY3840523NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY4852500NetAssetsOrFundBalancesEOY
Mission DescriptionTHE 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.MissionDescription
Significant New Program ServicesfalseSignificantNewProgramServices
Significant ChangefalseSignificantChange
Expense14812580Expense
Grants0Grants
Revenue15867986Revenue
DescriptionUNIVERSITY 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 1,217 OHSU CLINICIANS DURING FY 2012.Description
Total Program Service Expense14812580TotalProgramServiceExpense
Described In501 C3trueDescribedIn501C3
Schedule B RequiredfalseScheduleBRequired
Political ActivitiesfalsePoliticalActivities
Lobbying ActivitiesfalseLobbyingActivities
Donor Advised FundsfalseDonorAdvisedFunds
Conservation EasementsfalseConservationEasements
Collections Of ArtfalseCollectionsOfArt
Credit CounselingfalseCreditCounseling
Term Or Permanent EndowmentsfalseTermOrPermanentEndowments
Report Land Bldg EquiptrueReportLandBldgEquip
Report Invest Oth SecuritiesfalseReportInvestOthSecurities
Report Prog Rel InvestfalseReportProgRelInvest
Report Other AssetsfalseReportOtherAssets
Report Other LiabilitiestrueReportOtherLiabilities
Report Fin48 FootnotefalseReportFin48Footnote
Independent Audit Financial StmttrueIndependentAuditFinancialStmt
Consolidated Audit Financial StmtfalseConsolidatedAuditFinancialStmt
SchoolfalseSchool
Foreign OfficefalseForeignOffice
Foreign ActivitiesfalseForeignActivities
More Than5000 K To OrganizationsfalseMoreThan5000KToOrganizations
More Than5000 K To IndividualsfalseMoreThan5000KToIndividuals
Professional FundraisingfalseProfessionalFundraising
Fundraising ActivitiesfalseFundraisingActivities
GamingfalseGaming
HospitalfalseHospital
Grants To OrganizationsfalseGrantsToOrganizations
Grants To IndividualsfalseGrantsToIndividuals
Schedule J RequiredtrueScheduleJRequired
Tax Exempt BondsfalseTaxExemptBonds
Excess Benefit TransactionfalseExcessBenefitTransaction
Prior Excess Benefit TransactionfalsePriorExcessBenefitTransaction
Loan To Officer Or DQPfalseLoanToOfficerOrDQP
Grant To Related PersonfalseGrantToRelatedPerson
Bsnss Rltnshp With OrganizationfalseBsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family MemberfalseBsnssRltnshpThruFamilyMember
Officer Entity With Bsnss RltnshpfalseOfficerEntityWithBsnssRltnshp
Deductible Non Cash ContributionsfalseDeductibleNonCashContributions
Deductible Contributions Of ArtfalseDeductibleContributionsOfArt
TerminatedfalseTerminated
Partial LiquidationfalsePartialLiquidation
Disregarded EntityfalseDisregardedEntity
Related EntitytrueRelatedEntity
Related Org Controlled EntityfalseRelatedOrgControlledEntity
Transaction Related EntityfalseTransactionRelatedEntity
Transfers To Exempt Non Chrtbl OrgfalseTransfersToExemptNonChrtblOrg
Activities Conducted PartnershipfalseActivitiesConductedPartnership
Schedule O RequiredtrueScheduleORequired
Number Forms Transmitted With109613NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Number Of Employees212NumberOfEmployees
Employment Tax Returns FiledtrueEmploymentTaxReturnsFiled
Unrelated Business IncomefalseUnrelatedBusinessIncome
Foreign Financial AccountfalseForeignFinancialAccount
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTrans
Taxable Party NotificationfalseTaxablePartyNotification
Non Deductible ContributionsfalseNonDeductibleContributions
Quid Pro Quo ContributionsfalseQuidProQuoContributions
Form8282 Property Disposed OffalseForm8282PropertyDisposedOf
Funds To Pay PremiumsfalseFundsToPayPremiums
Premiums PaidfalsePremiumsPaid
Indoor Tanning ServicesfalseIndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members7NbrVotingGoverningBodyMembers
Number Independent Voting Members0NumberIndependentVotingMembers
Family Or Business RelationshipfalseFamilyOrBusinessRelationship
Delegation Of Management DutiesfalseDelegationOfManagementDuties
Changes To Organizing DocsfalseChangesToOrganizingDocs
Material Diversion Or MisusefalseMaterialDiversionOrMisuse
Members Or StockholdersfalseMembersOrStockholders
Election Of Board MembersfalseElectionOfBoardMembers
Decisions Subject To ApprovalfalseDecisionsSubjectToApproval
Minutes Of Governing BodytrueMinutesOfGoverningBody
Minutes Of CommitteestrueMinutesOfCommittees
Officer Mailing AddressfalseOfficerMailingAddress
Local ChaptersfalseLocalChapters
Form990 Provided To Governing BodytrueForm990ProvidedToGoverningBody
Conflict Of Interest PolicyfalseConflictOfInterestPolicy
Whistleblower PolicyfalseWhistleblowerPolicy
Document Retention PolicytrueDocumentRetentionPolicy
Compensation Process CEOfalseCompensationProcessCEO
Compensation Process OtherfalseCompensationProcessOther
Investment In Joint VenturefalseInvestmentInJointVenture
States Where Copy Of Return Is FiledORStatesWhereCopyOfReturnIsFiled
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

FieldValueIRS element (for citing)
Name PersonJOHN KULAWIECNamePerson
Telephone Number5034948423TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line11706 NW 24TH AVENUE 29166AddressLine1
CityPORTLANDCity
StateORState
ZIP Code97296ZIPCode
FieldValueIRS element (for citing)
Info In Schedule O Part VIIXInfoInScheduleOPartVII

Form990 Part VII Section A Form990PartVIISectionA (19 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationOfficerOfficerHighest Compensated EmployeeHighestCompensatedEmployeeFormerFormer
MARK A RICHARDSON MD
DIRECTOR - CHAIRMAN0.3X079549556976
ANNE NEDROW MD
DIRECTOR0.3X024963050174
PAUL FLINT MD
DIRECTOR0.3X048972330300
JOHN SAULTZ MD
DIRECTOR0.3X029999236120
JOHN HUNTER MD
DIRECTOR0.3X065813921976
CHARLES THOMASMD
DIRECTOR0.3X054473335000
JOAQUIN CIGARROAMD
DIRECTOR0.3X035719245852
THOMAS M HECKLER
CHIEF EXECUTIVE OFFICER4.03302539044430859X
MATTHEW L NAVIGATO
CHIEF OPERATING OFFICER50.0215940023928X
BOBBIE CLAWSON
COMPLIANCE OFFICER40.0152937017215X
JENNIFER NORRISH
OPERATIONS MANAGER40.0128578014292X
JESSICA JOHNSON
OPERATIONS MANAGER40.0125833014169X
BARBARA DUNCAN
INFORMATION SERVICES MANAGER40.0118360013094X
TAMMY BICKLE
OPERATIONS MANAGER40.0111921013350X
MARK NICHOLS MD
FORMER DIRECTOR0.3027503032919X
STACY NICHOLSON MD
FORMER DIRECTOR0.3039281440093X
JEFFREY KOH
FORMER DIRECTOR0.3034539044758X
DAVID WILSON
FORMER DIRECTOR0.3057165368324X
KIM BURCHIEL MD
FORMER DIRECTOR0.3083546150000X
FieldValueIRS element (for citing)
Total Reportable Comp From Org886594TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs6205696TotalReportableCompFrmRltdOrgs
Total Other Compensation639399TotalOtherCompensation
Number Individuals GT100 K14NumberIndividualsGT100K
Formers ListedtrueFormersListed
Total Comp GT150 KtrueTotalCompGT150K
Compensation From Other SourcesfalseCompensationFromOtherSources
Number Of Contractors GT100 K0NumberOfContractorsGT100K
Total Contributions0TotalContributions

Program Service Revenue ProgramServiceRevenue (2 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncome
BILLING FEES3391101511755815117558
GRANTS & REIMBURSEMENTS339110750428750428
FieldValueIRS element (for citing)
Total Program Service Revenue15867986TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column3597TotalRevenueColumn
Exclusion$3,597ExclusionAmount

Income From Invest Bond Proceeds IncomeFromInvestBondProceeds

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Royalties Revenue RoyaltiesRevenue

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Net Income From Gaming NetIncomeFromGaming

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Net Income Or Loss NetIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn
FieldValueIRS element (for citing)
Total Other Revenue0TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column15871583TotalRevenueColumn
Related Or Exempt Function Income15867986RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$3,597ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total0Total

Grants To Domestic Individuals GrantsToDomesticIndividuals

FieldValueIRS element (for citing)
Total0Total

Foreign Grants ForeignGrants

FieldValueIRS element (for citing)
Total0Total

Benefits To Members BenefitsToMembers

FieldValueIRS element (for citing)
Total0Total

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total287500Total
Program Services254475ProgramServices
Management And General33025ManagementAndGeneral

Comp Disqual Persons CompDisqualPersons

FieldValueIRS element (for citing)
Total0Total

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total8353349Total
Program Services8353349ProgramServices

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total517246Total
Program Services513283ProgramServices
Management And General3963ManagementAndGeneral

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total1880508Total
Program Services1873321ProgramServices
Management And General7187ManagementAndGeneral

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total745990Total
Program Services743139ProgramServices
Management And General2851ManagementAndGeneral

Fees For Services Management FeesForServicesManagement

FieldValueIRS element (for citing)
Total0Total

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total38153Total
Program Services38153ProgramServices

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total86725Total
Program Services86725ProgramServices

Fees For Services Lobbying FeesForServicesLobbying

FieldValueIRS element (for citing)
Total0Total

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total0Total

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total0Total

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total20248Total
Program Services20248ProgramServices

Advertising Advertising

FieldValueIRS element (for citing)
Total0Total

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total197455Total
Program Services197455ProgramServices

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total0Total

Royalties Royalties

FieldValueIRS element (for citing)
Total0Total

Occupancy Occupancy

FieldValueIRS element (for citing)
Total0Total

Travel Travel

FieldValueIRS element (for citing)
Total30068Total
Program Services30068ProgramServices

Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials

FieldValueIRS element (for citing)
Total0Total

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total20111Total
Program Services20111ProgramServices

Interest Interest

FieldValueIRS element (for citing)
Total0Total

Payments To Affiliates PaymentsToAffiliates

FieldValueIRS element (for citing)
Total0Total

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total230101Total
Program Services230101ProgramServices

Insurance Insurance

FieldValueIRS element (for citing)
Total27864Total
Program Services27864ProgramServices

Other Expenses OtherExpenses (4 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServices
DATA PROCESSING12834061283406
LEASES & RENTS498427498427
PRINTING, POSTAGE, SUPPLIES315917315917
COMMUNICATIONS114304114304

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total212234Total
Program Services212234ProgramServices

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total14859606Total
Program Services14812580ProgramServices
Management And General47026ManagementAndGeneral
Fundraising0Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY3002510BOY
EOY2376139EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY1434972BOY
EOY2361580EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY1483607BOY
EOY1486290EOY

Receivables From Officers Etc ReceivablesFromOfficersEtc

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Receivables From Disqual Persons ReceivablesFromDisqualPersons

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Other Notes Loans Receivable Net OtherNotesLoansReceivableNet

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY147388BOY
EOY146705EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis2281787LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec1944733LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY474034BOY
EOY337054EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Investments Program Related InvestmentsProgramRelated

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Intangible Assets IntangibleAssets

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY6542511BOY
EOY6707768EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY1656107BOY
EOY1811402EOY

Grants Payable GrantsPayable

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Deferred Revenue DeferredRevenue

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Tax Exempt Bond Liabilities TaxExemptBondLiabilities

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Escrow Account Liability EscrowAccountLiability

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Loans From Officers Directors LoansFromOfficersDirectors

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Unsecured Notes Loans Payable UnsecuredNotesLoansPayable

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY1045881BOY
EOY43866EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY2701988BOY
EOY1855268EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY3840523BOY
EOY4852500EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY3840523BOY
EOY4852500EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY6542511BOY
EOY6707768EOY
FieldValueIRS element (for citing)
Reconcilation Revenue Expenses1011977ReconcilationRevenueExpenses
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or ReviewfalseAccountantCompileOrReview
FS AuditedtrueFSAudited
Audit CommitteetrueAuditCommittee
Financial Statement SeparateXFinancialStatementSeparate
Federal Grant Audit RequiredfalseFederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3XSupportingOrganization509a3
Supporting Org509a3 Type1XSupportingOrg509a3Type1
Contrib By Controlling IndividualfalseContribByControllingIndividual
Contribution By Related PartyfalseContributionByRelatedParty
Contrib By35 Controlled EntityfalseContribBy35ControlledEntity

Supported Org Information SupportedOrgInformation

Name Name

FieldValueIRS element (for citing)
Business Name Line1OREGON HEALTH & SCIENCE UNIVERSITYBusinessNameLine1
FieldValueIRS element (for citing)
EIN931176109EIN
Type Of Organization06TypeOfOrganization
Listed In Governing DoctrueListedInGoverningDoc
Amount$14,629,505Amount
FieldValueIRS element (for citing)
Total Number Of Supported Orgs1TotalNumberOfSupportedOrgs
Sum Of Amounts14629505SumOfAmounts
General ExplanationTOTAL FUNCTIONAL EXPENSES FORM 990 PART IX $14,859,606 DEPRECIATION FORM 990 PART IX LINE $ (230,101) ------------ TOTAL SUPPORT PROVIDED TO OREGON HEALTH AND SCIENCE UNIV $14,629,505GeneralExplanation
General ExplanationUNIVERSITY MEDICAL GROUP IS ORGANIZED AND OPERATED TO PROVIDE ADMINISTRATIVE AND MANAGEMENT SERVICES TO OREGON HEALTH & SCIENCE UNIVERSITY. TOTAL SUPPORT OF $14,629,505 CONSISTS OF VARIOUS EXPENSES PAID ON BEHALF OF OREGON HEALTH & SCIENCE UNIVERSITY. SEE FORM 990, PART IX FOR ADDITIONAL DETAIL.GeneralExplanation

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Art Public Exhibition AmtsArtPublicExhibitionAmts
Held Works Of Art AmtsHeldWorksOfArtAmts
Current Year Minus3 YearsCurrentYearMinus3Years
LandLand
BuildingsBuildings

Leasehold Improvements LeaseholdImprovements

FieldValueIRS element (for citing)
Other Cost Or Other Basis318784OtherCostOrOtherBasis
Depreciation308216Depreciation
Book Value10518BookValue
FieldValueIRS element (for citing)
EquipmentEquipment

Other Land Buildings OtherLandBuildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis1963053OtherCostOrOtherBasis
Depreciation1636517Depreciation
Book Value326536BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings337054TotalOfBookValueLandBuildings
Federal Income Tax Liability0FederalIncomeTaxLiability

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
DescriptionDUE TO AFFILIATESDescription
Amount$43,866Amount
FieldValueIRS element (for citing)
Total Of Amounts43866TotalOfAmounts
Total Revenue15871583TotalRevenue
Total Expenses14859606TotalExpenses
Excess Or Deficit For Year1011977ExcessOrDeficitForYear
Excess Or Deficit Per FS1011977ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt15871583TotRevenueEtcAuditedFinclStmt
Revenue Subtotal15871583RevenueSubtotal
Total Revenue Per Form99015871583TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt14859606TotExpensesEtcAuditedFinclStmt
Expenses Subtotal14859606ExpensesSubtotal
Total Expenses Per Form99014859606TotalExpensesPerForm990

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeXCompensationCommittee
Independent ConsultantXIndependentConsultant
Severance PaymentfalseSeverancePayment
Supplemental Nonqual Retire PlanfalseSupplementalNonqualRetirePlan
Equity Based Comp ArrangementfalseEquityBasedCompArrangement
Comp Based On Revenue Of Filing OrgfalseCompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related OrgsfalseCompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing OrgfalseCompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate OrgsfalseCompBasedNetEarningsRelateOrgs
Any Non Fixed PaymentsfalseAnyNonFixedPayments
Initial Contract ExceptionfalseInitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII (15 entries)

Base Compensation Filing OrgBaseCompensationFilingOrgComp Based On Related OrgsCompBasedOnRelatedOrgsBonus Filing OrgBonusFilingOrgBonus Related OrgsBonusRelatedOrgsOther Compensation Filing OrgOtherCompensationFilingOrgOther Compensation Related OrgsOtherCompensationRelatedOrgsDeferred Comp Filing OrgDeferredCompFilingOrgDeferred Comp Related OrgsDeferredCompRelatedOrgsNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgNontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgsTotal Compensation Filing OrgTotalCompensationFilingOrgTotal Compensation Related OrgsTotalCompensationRelatedOrgsComp Report Prior990 Filing OrgCompReportPrior990FilingOrgComp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs
MARK A RICHARDSON MD
0676410010815801092705697600085247100
ANNE NEDROW MD
02153020253280900005017400029980400
MARK NICHOLS MD
02644130001061703291900030794900
STACY NICHOLSON MD
0369046012770010998040093004329070
PAUL FLINT MD
045046402000001925903030000052002300
KIM BURCHIEL MD
080452602000001093505000000088546100
JOHN SAULTZ MD
025809402742501447303612000033611200
THOMAS M HECKLER
3302532902604620001521839632689603698841734000
MATTHEW L NAVIGATO
18040201900001653802392800239868000
BOBBIE CLAWSON
1434560009481017215000170152000
JOHN HUNTER MD
06254070205603067602197600068011500
JEFFREY KOH
02984410372040974504475800039014800
DAVID WILSON
052085702500002579606832400063997700
CHARLES THOMASMD
051485801250001737503500000057973300
JOAQUIN CIGARROAMD
032397402019701302104585200040304400

Form990 Schedule J Part III Form990ScheduleJPartIII

FieldValueIRS element (for citing)
IdentifierCompensation from Unrelated OrganizationsIdentifier
Return ReferenceSchedule J, Part IIReturnReference
ExplanationA 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.Explanation

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (16 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
PROCESS TO REVIEW FORM 990FORM 990, PART VI, LINE 11BAN 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 COMPENSATIONFORM 990, PART VI, LINE 15A & 15BTHE 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 APPROVIMATELY 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 AVAILABLEFORM 990, PART VI, LINE 19WHILE FEDERAL TAX LAWS DO NOT MANDATE THAT THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY AND FINANCIAL STATEMENTS BE MADE AVAILABLE FOR PUBLIC INSPECTION, UNIVERSITY MEDICAL GROUP WILL PROVIDE THESE DOCUMENTS UPON REQUEST.
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:MARK A. RICHARDSON, MD TITLE:DIRECTOR - CHAIRMAN HOURS:50
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:ANNE NEDROW, MD TITLE:DIRECTOR HOURS:50
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:PAUL FLINT, MD TITLE:DIRECTOR HOURS:50
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:JOHN SAULTZ, MD TITLE:DIRECTOR HOURS:50
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:JOHN HUNTER, MD TITLE:DIRECTOR HOURS:50
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:CHARLES THOMAS,MD TITLE:DIRECTOR HOURS:50
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:JOAQUIN CIGARROA,MD TITLE:DIRECTOR HOURS:50
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:THOMAS M. HECKLER TITLE:CHIEF EXECUTIVE OFFICER HOURS:46
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:MARK NICHOLS, MD TITLE:FORMER DIRECTOR HOURS:50
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:STACY NICHOLSON, MD TITLE:FORMER DIRECTOR HOURS:50
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:JEFFREY KOH TITLE:FORMER DIRECTOR HOURS:50
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:DAVID WILSON TITLE:FORMER DIRECTOR HOURS:50
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:KIM BURCHIEL, MD TITLE:FORMER DIRECTOR HOURS:50

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII

Name Of Disregarded Entity NameOfDisregardedEntity

FieldValueIRS element (for citing)
Business Name Line1OREGON HEALTH & SCIENCE UNIVERSITYBusinessNameLine1

Address US AddressUS

FieldValueIRS element (for citing)
Address Line13181 SW SAM JACKSON PARK ROADAddressLine1
CityPORTLANDCity
StateORState
ZIP Code97239ZIPCode
FieldValueIRS element (for citing)
EIN931176109EIN
Primary ActivitiesHOSP & UNIV.PrimaryActivities
Legal Domicile StateORLegalDomicileState

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1NABusinessNameLine1
FieldValueIRS element (for citing)
Controlled OrgfalseControlledOrg
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents RoyaltiesfalseReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other OrgfalseGiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other OrgfalseGiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other OrgtrueLoansOrGuaranteesFromOtherOrg
Sale Of Assets To Other OrgfalseSaleOfAssetsToOtherOrg
Purchase Of Assets From Other OrgfalsePurchaseOfAssetsFromOtherOrg
Exchange Of AssetsfalseExchangeOfAssets
Rental Of Facilities To Other OrgsfalseRentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other OrgsfalseRentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other OrgstruePerformOfServicesForOtherOrgs
Perform Of Services By Other OrgsfalsePerformOfServicesByOtherOrgs
Sharing Of FacilitiesfalseSharingOfFacilities
Sharing Of Paid EmployeestrueSharingOfPaidEmployees
Reimbursement Paid To Other OrgtrueReimbursementPaidToOtherOrg
Reimbursement Paid By Other OrgtrueReimbursementPaidByOtherOrg
Other Transfer To Other OrgfalseOtherTransferToOtherOrg
Other Transfer From Other OrgfalseOtherTransferFromOtherOrg