2013-05-03T09:35:51-05:00 2012-06-30 KPMG LLP 1676 International Drive McLean VA 22102 990 2011-07-01 521576648 EVMS Academic Physicians and Surgeons Health Services Foundation % DWIGHT MOULIN EVMS 7574516200 4111 Monarch Way NORFOLK VA 23508 JAMES F LIND JR 2013-04-22 true 7032868000 2011 2016-03-07 17:11:31Z EVMS Health Services James F Lind Jr 4111 Monarch Way Norfolk VA 23508 71083969 false X www.evmshealthservices.org X 1989 VA THE ORGANIZATION SUPPORTS CLINICAL PRACTICE AND RESEARCH AT EVMS IN CONJUNCTION WITH PROVIDING FACULTY THE OPPORTUNITY TO TEACH IN A PHYSICIAN GROUP PRACTICE SETTING WITHIN AN ACADEMIC ENVIRONMENT. 17 5 705 3 0 0 0 0 58747182 70082801 150037 149315 9748665 851853 68645884 71083969 1867420 1819085 0 0 40647431 42473225 0 0 0 25390634 26721169 67905485 71013479 740399 70490 17821447 18248004 10696123 11052190 7125324 7195814 X SEE SCHEDULE O false false 59955542 1819085 70934654 OVER 180 PHYSICIANS AND OTHER PROVIDERS REPRESENT 20 SPECIALTIES IN PRIMARY CARE, MEDICAL AND SURGICAL CARE AND RADIATION ONCOLOGY WITH FULL-TIME CLINICAL PRACTICES. OUR OFFICES ARE LOCATED THROUGHOUT THE GREATER HAMPTON ROADS REGION, WITH MOST SPECIALTIES AVAILABLE ON THE CAMPUS OF EVMS. FOUNDATION PHYSICIANS AND OTHER PROVIDERS SUPPORT PATIENTS THROUGH COMPREHENSIVE SERVICES, AWARD-WINNING MEDICAL RESEARCH, SPECIALIZED PATIENT CARE PROGRAMS IN CANCER, DIABETES, GERIATRICS, TRAUMA AND WOMEN'S HEALTH AND COLLABORATION WITH NATIONAL AND INTERNATIONAL PARTNERS DEVELOPING MEDICAL TECHNOLOGIES FOR THE FUTURE. WE PRIDE OURSELVES ON STAYING UP TO DATE ON THE LATEST AND SAFEST THERAPIES, TREATMENTS AND TECHNOLOGY. OUR PRACTICES USE AN ELECTRONIC HEALTH RECORD, OR EHR, THAT ALLOWS US TO SERVE OUR PATIENTS FASTER AND BETTER. THE EHR REPLACES THE OLD PAPER MEDICAL CHART WITH SECURE COMPUTERIZED RECORDS WITH ADDED BENEFITS SUCH AS ELECTRONIC PRESCRIBING AND REMOTE ACCESS TO PATIENT MEDICAL INFORMATION. OUR PHYSICIANS CAN VIEW SECURE MEDICAL RECORDS ANYTIME FROM ANYWHERE TO SAFELY PROVIDE AFTER-HOURS OR EMERGENCY CARE. OUR VALUES OF EXCELLENCE, INTEGRITY, TEAMWORK AND SERVICE DRIVE US TO PROVIDE PATIENT-CENTERED QUALITY HEALTHCARE TO THE PATIENTS THAT WE SERVE. 59955542 true false false false false false false false false false true false false true true true true true false false false false false false false false false true false true false false false false false false false false false false false false false false false false false false true 0 0 705 true false false false false false false false false false false X 17 5 false false true false false false false true true true false false true true true true true true true false X DWIGHT MOULIN 7574516200 4111 MONARCH WAY NORFOLK VA 23508 X L D BRITT MD 60.0 X 651055 0 240 ALFRED ABUHAMAD MD 60.0 X 754588 0 24419 MARK R BABASHANIAN 3.0 X 0 0 0 RICHARD BIKOWSKI MD 60.0 X 187102 0 5283 Richard V Homan MD 10.0 X X 0 0 0 JAMES F LIND JR 60.0 X X 337568 0 8565 Stephen Deutsch MD PHD 60.0 X X 334587 0 25742 Antonio Quidgley Nevares MD 60.0 X 249265 0 1041 Antoinette Hood MD 60.0 X X 119798 0 5523 Wiliam Van Buren 3.0 X 0 0 0 Richard Zoretic 3.0 X 0 0 0 Shannon McCole MD 60.0 X 134638 0 140 Conrad Shumadine 3.0 X 0 0 0 Jerry Nadler MD 60.0 X 407987 0 8341 Barry Strasnick MD 60.0 X X 746323 0 22240 Christine Matson MD 60.0 X 252761 0 24982 Mark Sinesi MD 60.0 X 981401 0 921 Scott Williams MD 60.0 X 761889 0 24842 Sergio Oehninger MD 60.0 X 407332 0 5500 Bonnie Dattel MD 60.0 X 394627 0 9966 Joseph K Han MD 60.0 X 430011 0 25631 Paul Kim MD 60.0 X 501190 0 16580 Thomas Grant MD 60.0 X 178696 0 8933 Jerry Morewitz MD 60.0 X 208705 0 6742 8039523 0 225631 142 true true false Weatherby Locums Inc PO Box 972633 DALLAS TX 753972633 Medical Staffing 460806 JAMES CARRAWAY MD PC 7218 SHIRLAND AVENUE NORFOLK VA 23505 MED/PLASTIC SURGERY 324135 ROSS BARRETT PC 1921 GREY FRIARS ROAD VIRGINIA BEACH VA 23456 MED/SPEECH Pathology 220741 Medical Temporaries Inc 840 First Colonial Road Suite 102A VIRGINIA BEACH VA 23451 Temporary Staffing 185214 David Gilbert MD 2737 River Road Virginia Beach VA 23454 MED/SURGERY 105000 6 0 PATIENT SERVICES 900099 59852327 59852327 STATE INDIGENT CARE APPROPRIATION 900099 787464 787464 CONTRACT BILLING 900099 9443010 9443010 70082801 149315 149315 0 0 0 0 0 0 0 0 0 MISCELLANEOUS 900099 851853 851853 851853 71083969 70934654 0 149315 1819085 1819085 0 0 0 3012985 2517612 495373 0 33667016 27546604 6120412 1195582 956466 239116 2662138 2129710 532428 1935504 1548403 387101 1285179 1028143 257036 74786 74786 82585 82585 0 0 0 51074 40859 10215 213917 171134 42783 3068518 2454814 613704 917239 733791 183448 0 2806218 2244975 561243 346599 277279 69320 0 0 1792 1434 358 0 905338 724270 181068 0 852366 681893 170473 BAD DEBT EXPENSE 10383116 10383116 PURCHASED SERVICES 1937082 1549666 387416 SHARED SERVICES 550000 550000 REPAIRS AND MAINTENANCE 386035 308828 77207 2859325 2287460 571865 71013479 59955542 11057937 0 3600 3700 3044895 2076740 0 0 9053993 9755704 0 0 0 0 0 0 0 0 265364 278025 15772716 12460561 2827535 3312155 0 0 0 0 0 0 0 0 2626060 2821680 17821447 18248004 4577442 4191135 0 0 0 0 0 0 0 0 0 0 0 0 0 0 6118681 6861055 10696123 11052190 X 75297 75297 7050027 7120517 0 0 7125324 7195814 17821447 18248004 70490 X false true true X true true X 57841921 58063529 62053928 67122457 70082801 315164636 57841921 58063529 62053928 67122457 70082801 315164636 315164636 310897 188637 118961 150037 149315 917847 310897 188637 118961 150037 149315 917847 1087884 953097 1441210 1373391 851853 5707435 59240702 59205263 63614099 68645885 71083969 321789918 0.97941 0.86881 0.00285 0.00376 X 2274904 1058832 1216072 13471672 11401729 2069943 26140 0 26140 3312155 CSV OF LIFE INSURANCE 2821680 2821680 0 ACCRUED PHYSICIAN COMPENSATION 4130301 DUE TO EVMS 1157656 PAYABLE TO EVMS CHAIRMAN FUND 606362 PAYABLE TO DEAN'S FUND OF EVMS 544010 NOTE PAYABLE TO EVMS 422726 6861055 71083969 71013479 70490 70490 71083969 71083969 71083969 71013479 71013479 71013479 SCHEDULE D, PART XIV THE INTERNAL REVENUE SERVICE HAS DETERMINED AND INFORMED THE ORGANIZATION BY LETTER DATED JANUARY 29, 1993 THAT IT QUALIFIES AS A NOT-FOR-PROFIT CORPORATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC) AND IS EXEMPT FROM FEDERAL INCOME TAX PURSUANT TO SECTION 501(A) OF THE IRC. THE ORGANIZATION ACCOUNTS FOR UNCERTAIN TAX POSITIONS IN ACCORDANCE WITH ASC TOPIC 740. THE ORGANIZATION'S FINANCIAL STATEMENTS DO NOT INCLUDE ANY LIABILITY FOR UNCERTAIN TAX POSITIONS IN ACCORDANCE WITH ASC TOPIC 740. true EASTERN VIRGINIA MEDICAL SCHOOL 358 Mowbray Arch Norfolk VA 23507 546055378 501(c)(3) 606362 Chairman's Funds EASTERN VIRGINIA MEDICAL SCHOOL 358 Mowbray Arch Norfolk VA 23507 546055378 501(c)(3) 1212723 Dean's Fund 1 Schedule I, Part 1, Line 2 THE FOUNDATION OPERATES IN ACCORDANCE WITH THE TERMS OF AN AFFILIATION AGREEMENT BETWEEN EASTERN VIRGINIA MEDICAL SCHOOL (EVMS) AND THE FOUNDATION (EVMS HEALTH SERVICES). THE AFFILIATION AGREEMENT SPECIFIES THAT THE EXCESS OF REVENUES OVER EXPENSES WILL BE AVAILABLE FOR DISTRIBUTION AS FOLLOWS: 20% TO THE DEAN'S FUND OF EVMS AND 10% TO THE CHAIR FUND OF EVMS. X X false false false false false false false false false Thomas Grant MD 171242 0 7067 0 387 0 0 0 8933 0 187629 0 0 0 Jerry Morewitz MD 194819 0 7292 0 6594 0 0 0 6742 0 215447 0 0 0 L D BRITT MD 420943 0 227140 0 2972 0 0 0 240 0 651295 0 0 0 ALFRED ABUHAMAD MD 572535 0 171596 0 10457 0 16500 0 7919 0 779007 0 0 0 RICHARD BIKOWSKI MD 178420 0 8295 0 387 0 0 0 5283 0 192385 0 0 0 JAMES F LIND JR 329981 0 0 0 7587 0 0 0 8565 0 346133 0 0 0 Stephen Deutsch MD PHD 322065 0 3125 0 9397 0 22000 0 3742 0 360329 0 0 0 Antonio Quidgley Nevares MD 188277 0 60396 0 592 0 0 0 1041 0 250306 0 0 0 Jerry Nadler MD 406000 0 0 0 1987 0 0 0 8341 0 416328 0 0 0 Barry Strasnick MD 382357 0 363759 0 207 0 22000 0 240 0 768563 0 0 0 Christine Matson MD 252167 0 0 0 594 0 22000 0 2982 0 277743 0 0 0 Mark Sinesi MD 841805 0 138929 0 667 0 0 0 921 0 982322 0 0 0 Scott Williams MD 652942 0 108532 0 415 0 16500 0 8342 0 786731 0 0 0 Sergio Oehninger MD 199542 0 204403 0 3387 0 0 0 5500 0 412832 0 0 0 Bonnie Dattel MD 235015 0 157251 0 2361 0 0 0 9966 0 404593 0 0 0 Joseph K Han MD 106657 0 322812 0 542 0 16500 0 9131 0 455642 0 0 0 Paul Kim MD 500950 0 0 0 240 0 16500 0 80 0 517770 0 0 0 FORM 990, PART III, LINE 1 - ORGANIZATION'S MISSION THE EVMS ACADEMIC PHYSICIANS AND SURGEONS HEALTH SERVICES FOUNDATION (THE "FOUNDATION") EXISTS TO FURTHER THE MISSION AND GOALS OF THE EASTERN VIRGINIA MEDICAL SCHOOL ("EVMS"), A BODY POLITIC AND CORPORATE AND A POLITICAL SUBDIVISION OF THE COMMONWEALTH OF VIRGINIA. THE FOUNDATION WILL FOCUS ON THE ADMINISTRATION OF THE CLINICAL PRACTICE OF EVMS FACULTY MEMBERS WHILE STRIVING TO ENHANCE THE CAPACITY OF THE FACULTY OF EVMS TO PROVIDE EXCELLENCE IN THEIR EDUCATION, RESEARCH, AND SERVICE ROLES. IT ASPIRES TO HELP EVMS TO ATTRACT AND RETAIN THE BEST CLINICAL FACULTY AVAILABLE IN EACH OF THE SEVERAL CLINICAL/EDUCATIONAL DEPARTMENTS OF EVMS BY SUPPORTING CLINICAL PRACTICE AND RESEARCH, IN CONJUNCTION WITH TEACHING, UNDER WORKING CONDITIONS COMPARABLE TO THOSE PREVAILING IN COMPARABLE ACADEMICALLY ORIENTED MEDICAL CENTERS WITHIN THE COMMONWEALTH OF VIRGINIA AND ELSEWHERE. THE FOUNDATION WILL SPONSOR THE CLINICAL PRACTICE OF MEDICINE IN THE ACADEMIC SETTING TO PROVIDE THE FACULTY THE OPPORTUNITY TO TEACH EXCELLENCE IN HEALTH CARE DELIVERY TO STUDENTS AT ALL LEVELS OF TRAINING. THE FOUNDATION'S SUPPORT OF THE MEDICAL PRACTICE ACTIVITIES WILL ADDITIONALLY PROVIDE AN IMPROVED ENVIRONMENT, WHICH ALLOWS FOR THE PROVISION OF TRULY EXCELLENT PATIENT SERVICE. IN ITS CLINICAL AND RESEARCH ACTIVITIES, THE FOUNDATION WILL ASSIST EVMS IN ASSEMBLING A FACULTY WHICH CONSTITUTES A CRITICAL MASS OF TALENTED CLINICIANS DEDICATED TO REINFORCING EACH OTHER'S ABILITY TO PERFORM CLINICAL SERVICES, AND TO EDUCATE STUDENTS OF MEDICINE AND THE HEALING ARTS TO PERFORM AT THE HIGHEST STANDARDS OF EXCELLENCE AND EVER TO UPHOLD AND ENHANCE THE REPUTATION OF EVMS AND EACH OF ITS DEPARTMENTS. FORM 990, PART VI, SECTION A, LINE 4. CHANGES TO GOVERNING DOCUMENTS. IN SEPTEMBER 2011 THE BOARD OF DIRECTORS APPROVED AND ADOPTED THE AMENDED FIFTH RESTATED BYLAWS, ALONG WITH THE AMENDED ARTICLES OF INCORPORATION, OF THE EVMS ACADEMIC PHYSICIANS AND SURGEONS HEALTH SERVICES FOUNDATION. THE MAJOR CHANGE TO THE BYLAWS WAS TO RECONSTITUTE THE BOARD OF DIRECTORS AND TO ESTABLISH A NEW COMMITTEE STRUCTURE. THE BOARD COMPOSITION HAS BEEN CHANGED TO INCLUDE FOUR (4) OR FIVE (5) EX-OFFICIO DIRECTORS, NINE (9) CLINICAL DEPARTMENT CHAIR DIRECTORS (EX-OFFICIO), AND THREE (3) PUBLIC DIRECTORS. THE EX-OFFICIO DIRECTORS INCLUDE THE DEAN/PROVOST OF EVMS WHO SHALL BE THE CHAIRMAN OF THE BOARD; THE MEDICAL DIRECTOR OF THE FOUNDATION; THE QUALITY OFFICER OF THE FOUNDATION; THE CEO OF THE FOUNDATION; AND THE VICE PRESIDENT FOR ADMINISTRATION AND FINANCE OF EVMS. THE OFFICER POSITION OF PRESIDENT HAS BEEN ELIMINATED AND REPLACED WITH A MEDICAL DIRECTOR. THE NEW COMMITTEE STRUCTURE INCLUDES THE COORDINATING COMMITTEE (REPLACES THE EXECUTIVE COMMITTEE AS AN ADVISORY COMMITTEE TO THE BOARD); THE QUALITY/PATIENT SAFETY COMMITTEE; THE NOMINATING COMMITTEE; AND OTHER COMMITTEES (OPERATING COMMITTEES) AS THE BOARD DEEMS DESIRABLE. THE ARTICLES OF INCORPORATION WERE REVISED TO BE CONSISTENT WITH THE REVISED BYLAWS AS WELL AS TO CONFORM TO CURRENT DAY PRACTICES. FORM 990, PART VI, SECTION A, LINE 9. ADDRESSES OF DIRECTORS THAT CANNOT BE REACHED AT THE ORGANIZATION'S MAILING ADDRESS: WILLIAM VAN BUREN KAUFMAN & CANOLES, PC 150 W. MAIN STREET, SUITE 2100 NORFOLK, VA. 23510 RICHARD ZORETIC AMERIGROUP 4425 CORPORATION LANE VIRGINIA BEACH, VA. 23462 CONRAD SHUMADINE WILCOX & SAVAGE 440 MONTICELLO AVE., SUITE 2200 NORFOLK, VA. 23510 FORM 990, PART VI, SECTION B, LINE 11 EVMS ACADEMIC PHYSICIANS AND SURGEONS HEALTH SERVICES FOUNDATION (EVMS HEALTH SERVICES) ENGAGES THE INDEPENDENT ACCOUNTING FIRM KPMG TO ASSIST WITH THE REVIEW AND FILING OF THE 990 RETURN. EVMS HEALTH SERVICES PROVIDES THE DATA TO KPMG FOR COMPLETION OF THE 990 RETURN. THE RETURN IS REVIEWED BY THE DIRECTOR OF FINANCE AND CHIEF EXECUTIVE OFFICER OF EVMS HEALTH SERVICES PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINES 12A, 12B AND 12C EVMS ACADEMIC PHYSICIANS AND SURGEONS HEALTH SERVICES FOUNDATION (EVMS HEALTH SERVICES) ADOPTS AND CONFORMS TO THE CONFLICTS OF INTEREST AND COMMITMENT POLICY OF THE EASTERN VIRGINIA MEDICAL SCHOOL. EVMS EMPLOYEES WHO CONDUCT EVMS RELATED ACTIVITIES, INCLUDING FACULTY WHO CONDUCT PROFESSIONAL CLINICAL SERVICES THROUGH EVMS HEALTH SERVICES, ARE COVERED INDIVIDUALS UNDER THE EVMS POLICY. DISCLOSURES BY COVERED INDIVIDUALS ARE REQUIRED ON AN ANNUAL BASIS AND ARE TO BE UPDATED IF ENTERING INTO A NEW ARRANGEMENT THAT COULD POSE A CONFLICT (EVMS DISCLOSURE OF EXTERNAL FINANCIAL AND TIME COMMITMENTS FORM). THE INITIAL DISCLOSURE IS MADE TO THE CHAIR OR TO THE HEAD OF THE COVERED INDIVIDUAL'S DEPARTMENT. THE REVIEW AND MANAGEMENT PROCESS BEGINS WITH THE DEPARTMENT CHAIR/HEAD AND INCLUDES THE INSTITUTIONAL DESIGNATED AUTHORITY AND THE INSTITUTIONAL CONFLICT OF INTEREST COMMITTEE. THE CONFLICT OF INTEREST COMMITTEE IS THE FINAL AUTHORITY FOR DETERMINING IF A CONFLICT OF INTEREST EXISTS. ANY VIOLATION OF THE CONFLICT OF INTEREST POLICY IS CONSIDERED A VIOLATION OF EVMS INSTITUTIONAL POLICY AND SUBJECT TO DISCIPLINARY PROCEDURES, INCLUDING SANCTIONS UP TO AND INCLUDING SUSPENSION AND DISMISSAL. ADDITIONALLY, EMPLOYEES IN VIOLATION OF THIS POLICY WHO HAVE RECEIVED FINANCIAL BENEFIT ARE LIABLE FOR REPAYMENT OF ANY AND ALL FINANCIAL BENEFITS THAT RESULTED FROM THE VIOLATION. FORM 990, PART VI, SECTION B, LINES 15A AND 15B MANAGEMENT COMPENSATION IS REVIEWED BY THE EVMS ACADEMIC PHYSICIANS AND SURGEONS HEALTH SERVICES FOUNDATION (EVMS HEALTH SERVICES) BOARD OF DIRECTORS. THE BOARD CONSIDERS COMPARABILITY DATA FROM THE MGMA, AAMC AND OTHER COMPENSATION DATA RESOURCES IN ITS REVIEW. THE CEO OF EVMS HEALTH SERVICES HAS A WRITTEN CONTRACT. KEY EMPLOYEES OF EVMS HEALTH SERVICES ARE THE CLINICAL DEPARTMENT CHAIRS OF EVMS WHO HAVE DUAL EMPLOYMENT CONTRACTS WITH EVMS AND EVMS HEALTH SERVICES. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS OF EVMS ACADEMIC PHYSICIANS AND SURGEONS HEALTH SERVICES FOUNDATION, INCLUDING FORM 990 RETURNS, ARE MADE AVAILABLE TO THE PUBLIC FOR INSPECTION UPON RECEIPT OF A FORMAL WRITTEN REQUEST. THE FOUNDATION DOES NOT MAKE ITS ANNUAL FINANCIAL STATEMENTS OR CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC.