UNIVERSITY MEDICAL GROUP: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY MEDICAL GROUP (EIN 93-0608012)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2012-05-14
- IRS object ID
- 201201359349306455
- Schema version
- 2010v3.7
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-14T17:43:05-04:00 | Timestamp |
| Tax Period End Date | 2011-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 801 Second Avenue Suite 900 | AddressLine1 |
| City | Seattle | City |
| State | WA | State |
| ZIP Code | 98104 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 930608012 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY MEDICAL GROUP | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | UNIV | NameControl |
| Phone | 5034948423 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2241 LLOYD CENTER | AddressLine1 |
| City | PORTLAND | City |
| State | OR | State |
| ZIP Code | 97232 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | THOMAS M HECKLER | Name |
| Title | CEO | Title |
| Date Signed | 2012-05-11 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ROBISON Sue | Name |
| Phone | 2069134000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | TOM HECKLER | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2241 LLOYD CENTER | AddressLine1 |
| City | PORTLAND | City |
| State | OR | State |
| ZIP Code | 97232 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 15662922 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | N/A | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1998 | YearFormation |
| State Legal Domicile | OR | StateLegalDomicile |
| Activity Or Mission Description | 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. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 7 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 0 | NbrIndependentVotingMembers |
| Total Nbr Employees | 207 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 0 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 14856581 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 15661409 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 40 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1920 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | -407 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 14856621 | TotalRevenuePriorYear |
| Total Revenue Current Year | 15662922 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 11233636 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 11957003 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 2787582 | OtherExpensePriorYear |
| Other Expenses Current Year | 3076445 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 14021218 | TotalExpensesPriorYear |
| Total Expenses Current Year | 15033448 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 835403 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 629474 | RevenuesLessExpensesCY |
| Total Assets BOY | 5581440 | TotalAssetsBOY |
| Total Assets EOY | 6542511 | TotalAssetsEOY |
| Total Liabilities BOY | 2370391 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 2701988 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 3211049 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 3840523 | NetAssetsOrFundBalancesEOY |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 14986449 | Expense |
| Grants | 0 | Grants |
| Revenue | 15661409 | Revenue |
| Description | 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 1,126 OHSU CLINICIANS DURING FY 2011. | Description |
| Total Program Service Expense | 14986449 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | false | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | false | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 12 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 207 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 7 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 0 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | false | ConflictOfInterestPolicy |
| Whistleblower Policy | false | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | false | CompensationProcessCEO |
| Compensation Process Other | false | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | OR | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | JOHN KULAWIEC | NamePerson |
| Telephone Number | 5034948423 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2241 LLOYD CENTER | AddressLine1 |
| City | PORTLAND | City |
| State | OR | State |
| ZIP Code | 97232 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (17 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|
| MARK A RICHARDSON | ||||||||
| DIRECTOR - CHAIRMAN | 0.3 | X | 0 | 758153 | 0 | |||
| ANNE NEDROW MD | ||||||||
| DIRECTOR | 0.3 | X | 0 | 303642 | 0 | |||
| MARK NICHOLS MD | ||||||||
| DIRECTOR | 0.3 | X | 0 | 241991 | 0 | |||
| STACY NICHOLSON MD | ||||||||
| DIRECTOR | 0.3 | X | 0 | 412965 | 0 | |||
| PAUL FLINT MD | ||||||||
| DIRECTOR | 0.3 | X | 0 | 494583 | 0 | |||
| KIM BURCHIEL MD | ||||||||
| DIRECTOR | 0.3 | X | 0 | 988871 | 0 | |||
| JOHN SAULTZ MD | ||||||||
| DIRECTOR | 0.3 | X | 0 | 277898 | 0 | |||
| THOMAS M HECKLER | ||||||||
| CHIEF EXECUTIVE OFFICER | 4.0 | 36981 | 408458 | 0 | X | |||
| MATTHEW L NAVIGATO | ||||||||
| CHIEF OPERATING OFFICER | 50.0 | 240028 | 0 | 0 | X | |||
| BOBBIE CLAWSON | ||||||||
| COMPLIANCE OFFICER | 40.0 | 159604 | 0 | 0 | X | |||
| BETTIE BOWEN | ||||||||
| CONTROLLER | 45.0 | 154232 | 0 | 0 | X | |||
| JENNIFER NORRISH | ||||||||
| OPERATIONS MANAGER | 40.0 | 137378 | 0 | 0 | X | |||
| JESSICA JOHNSON | ||||||||
| OPERATIONS MANAGER | 40.0 | 132758 | 0 | 0 | X | |||
| BARBARA DUNCAN | ||||||||
| INFORMATION SERVICES MANAGER | 40.0 | 128391 | 0 | 0 | X | |||
| JOHN HUNTER | ||||||||
| FORMER DIRECTOR | 0.3 | 0 | 572195 | 0 | X | |||
| JEFFREY KOH | ||||||||
| FORMER DIRECTOR | 0.3 | 0 | 393341 | 0 | X | |||
| DAVID WILSON | ||||||||
| FORMER DIRECTOR | 0.3 | 0 | 577141 | 0 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 989372 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 5429238 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 6 | NumberIndividualsGT100K |
| Formers Listed | true | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Total Contributions | 0 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| ADMIN & MGMT SVCS RELATED TO TE ENTITIES | 339110 | 14682308 | 14682308 |
| REIMBURSEMENTS | 339110 | 979101 | 979101 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 15661409 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1920 | TotalRevenueColumn |
| Exclusion | $1,920 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER LOSSES | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | -407 | TotalRevenueColumn |
| Exclusion | -$407 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | -407 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 15662922 | TotalRevenueColumn |
| Related Or Exempt Function Income | 15661409 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $1,513 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 269217 | Total |
| Program Services | 236192 | ProgramServices |
| Management And General | 33025 | ManagementAndGeneral |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8454500 | Total |
| Program Services | 8454500 | ProgramServices |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 588736 | Total |
| Program Services | 584773 | ProgramServices |
| Management And General | 3963 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1906700 | Total |
| Program Services | 1899482 | ProgramServices |
| Management And General | 7218 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 737850 | Total |
| Program Services | 735057 | ProgramServices |
| Management And General | 2793 | ManagementAndGeneral |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11497 | Total |
| Program Services | 11497 | ProgramServices |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24150 | Total |
| Program Services | 24150 | ProgramServices |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 78555 | Total |
| Program Services | 78555 | ProgramServices |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 69053 | Total |
| Program Services | 69053 | ProgramServices |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 194239 | Total |
| Program Services | 194239 | ProgramServices |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23915 | Total |
| Program Services | 23915 | ProgramServices |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16311 | Total |
| Program Services | 16311 | ProgramServices |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 323569 | Total |
| Program Services | 323569 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 27152 | Total |
| Program Services | 27152 | ProgramServices |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices |
|---|---|---|
| DATA PROCESSING | 1191676 | 1191676 |
| LEASES & RENTS | 490209 | 490209 |
| PRINTING, POSTAGE, SUPPLIES | 302139 | 302139 |
| OTHER MISC. EXPENSES | 212060 | 212060 |
| COMMUNICATIONS | 111920 | 111920 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15033448 | Total |
| Program Services | 14986449 | ProgramServices |
| Management And General | 46999 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2348538 | BOY |
| EOY | 3002510 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 878473 | BOY |
| EOY | 1434972 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1637167 | BOY |
| EOY | 1483607 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 117673 | BOY |
| EOY | 147388 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 2188666 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 1714632 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 599589 | BOY |
| EOY | 474034 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5581440 | BOY |
| EOY | 6542511 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1616713 | BOY |
| EOY | 1656107 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 753678 | BOY |
| EOY | 1045881 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2370391 | BOY |
| EOY | 2701988 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3211049 | BOY |
| EOY | 3840523 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3211049 | BOY |
| EOY | 3840523 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5581440 | BOY |
| EOY | 6542511 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 629474 | ReconcilationRevenueExpenses |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | X | SupportingOrganization509a3 |
| Supporting Org509a3 Type1 | X | SupportingOrg509a3Type1 |
| Contrib By Controlling Individual | false | ContribByControllingIndividual |
| Contribution By Related Party | false | ContributionByRelatedParty |
| Contrib By35 Controlled Entity | false | ContribBy35ControlledEntity |
Supported Org Information SupportedOrgInformation
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OREGON HEALTH & SCIENCE UNIVERSITY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 931176109 | EIN |
| Type Of Organization | 06 | TypeOfOrganization |
| Listed In Governing Doc | true | ListedInGoverningDoc |
| Supported Organization Notified | true | SupportedOrganizationNotified |
| Organized In US | true | OrganizedInUS |
| Amount | $14,709,879 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Supported Orgs | 1 | TotalNumberOfSupportedOrgs |
| Sum Of Amounts | 14709879 | SumOfAmounts |
| General Explanation | TOTAL FUNCTIONAL EXPENSES (FORM 990, PART IX) ...............$15,033,448 DEPRECIATION (FORM 990, PART IX, LINE 22) ............... ($323,569) ---------- TOTAL SUPPORT PROVIDED TO OREGON HEALTH AND SCIENCE UNIV. $14,709,879 | GeneralExplanation |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts | |
| Land | Land | |
| Buildings | Buildings |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 311662 | OtherCostOrOtherBasis |
| Depreciation | 264846 | Depreciation |
| Book Value | 46816 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Equipment | Equipment |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1877004 | OtherCostOrOtherBasis |
| Depreciation | 1449786 | Depreciation |
| Book Value | 427218 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 474034 | TotalOfBookValueLandBuildings |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DUE TO AFFILIATES | Description |
| Amount | $1,045,881 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 1045881 | TotalOfAmounts |
| Total Revenue | 15662922 | TotalRevenue |
| Total Expenses | 15033448 | TotalExpenses |
| Excess Or Deficit For Year | 629474 | ExcessOrDeficitForYear |
| Excess Or Deficit Per FS | 629474 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 15663329 | TotRevenueEtcAuditedFinclStmt |
| Revenue Subtotal | 15663329 | RevenueSubtotal |
| Other Revenues Not Included | -407 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -407 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 15662922 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 15033855 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 407 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 407 | ExpensesNotRptdF990 |
| Expenses Subtotal | 15033448 | ExpensesSubtotal |
| Total Expenses Per Form990 | 15033448 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| AMOUNTS INCLUDED ON FORM 990, PART VIII, LINE 12, BUT NOT ON LINE 1 | PART XII, LINE4B | LOSS ON DISPOSAL OF ASSETS (RECLASS FROM EXPENSES)............. -$407 |
| AMOUNTS INCLUDED ON LINE 1 BUT NOT ON FORM 990, PART IX, LINE 25 | PART XIII, LINE 2D | LOSS ON DISPOSAL OF ASSETS (RECLASS TO REVENUE)................. $407 |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
| Rebuttable Presumption Procedure | false | RebuttablePresumptionProcedure |
Form990 Schedule J Part II Form990ScheduleJPartII (14 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MARK A RICHARDSON | |||||||||||||
| 0 | 644860 | 0 | 49141 | 0 | 64152 | 0 | 0 | 0 | 0 | 0 | 758153 | 0 | 217405 |
| ANNE NEDROW MD | |||||||||||||
| 0 | 249290 | 0 | 0 | 0 | 54352 | 0 | 0 | 0 | 0 | 0 | 303642 | 0 | 0 |
| MARK NICHOLS MD | |||||||||||||
| 0 | 214837 | 0 | 0 | 0 | 27154 | 0 | 0 | 0 | 0 | 0 | 241991 | 0 | 104235 |
| STACY NICHOLSON MD | |||||||||||||
| 0 | 365890 | 0 | 0 | 0 | 47075 | 0 | 0 | 0 | 0 | 0 | 412965 | 0 | 196249 |
| PAUL FLINT MD | |||||||||||||
| 0 | 457308 | 0 | 0 | 0 | 37275 | 0 | 0 | 0 | 0 | 0 | 494583 | 0 | 0 |
| KIM BURCHIEL MD | |||||||||||||
| 0 | 931996 | 0 | 0 | 0 | 56875 | 0 | 0 | 0 | 0 | 0 | 988871 | 0 | 0 |
| JOHN SAULTZ MD | |||||||||||||
| 0 | 247630 | 0 | 0 | 0 | 30268 | 0 | 0 | 0 | 0 | 0 | 277898 | 0 | 127127 |
| THOMAS M HECKLER | |||||||||||||
| 33019 | 295606 | 0 | 83000 | 3962 | 29852 | 0 | 0 | 0 | 0 | 36981 | 408458 | 37405 | 190448 |
| MATTHEW L NAVIGATO | |||||||||||||
| 180758 | 0 | 18000 | 0 | 41270 | 0 | 0 | 0 | 0 | 0 | 240028 | 0 | 111318 | 0 |
| BOBBIE CLAWSON | |||||||||||||
| 133741 | 0 | 25863 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 159604 | 0 | 0 | 85382 |
| BETTIE BOWEN | |||||||||||||
| 127969 | 0 | 975 | 0 | 25288 | 0 | 0 | 0 | 0 | 0 | 154232 | 0 | 74967 | 0 |
| JOHN HUNTER | |||||||||||||
| 0 | 542343 | 0 | 0 | 0 | 29852 | 0 | 0 | 0 | 0 | 0 | 572195 | 0 | 258531 |
| JEFFREY KOH | |||||||||||||
| 0 | 341366 | 0 | 0 | 0 | 51975 | 0 | 0 | 0 | 0 | 0 | 393341 | 0 | 129293 |
| DAVID WILSON | |||||||||||||
| 0 | 521939 | 0 | 0 | 0 | 55202 | 0 | 0 | 0 | 0 | 0 | 577141 | 0 | 313603 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (20 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| 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. THE CEO THEN SIGNS THE RETURN BEFORE IT IS FILED. |
| PROCESS TO DETERMINE COMPENSATION | FORM 990, PART VI, LINE 15A & 15B | THE PAY FOR THE UNIVERSITY MEDICAL GROUP COO IS BASED ON 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 COMPLETED BY THE CEO, ALONG WITH THE AAMC ANNUAL SALARY SURVEY, WAS USED TO DETERMINE BASE PAY. 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 PAY FOR THE UNIVERSITY MEDICAL GROUP CEO, WHO ALSO HOLDS THE POSITION OF OHSU SENIOR ASSOCIATE 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 PAY 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, 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 ORGANIZATION | FORM 990 PART VII | NAME:MARK A. RICHARDSON TITLE:DIRECTOR - CHAIRMAN HOURS:50 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:ANNE NEDROW, MD TITLE:DIRECTOR HOURS:50 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:MARK NICHOLS, MD TITLE:DIRECTOR HOURS:50 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:STACY NICHOLSON, MD TITLE:DIRECTOR HOURS:50 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:PAUL FLINT, MD TITLE:DIRECTOR HOURS:50 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:KIM BURCHIEL, MD TITLE:DIRECTOR HOURS:50 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:JOHN SAULTZ, MD TITLE:DIRECTOR HOURS:50 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:THOMAS M. HECKLER TITLE:CHIEF EXECUTIVE OFFICER HOURS:50 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:MATTHEW L. NAVIGATO TITLE:CHIEF OPERATING OFFICER HOURS: |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:BOBBIE CLAWSON TITLE:COMPLIANCE OFFICER HOURS: |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:BETTIE BOWEN TITLE:CONTROLLER HOURS: |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:JENNIFER NORRISH TITLE:OPERATIONS MANAGER HOURS: |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:JESSICA JOHNSON TITLE:OPERATIONS MANAGER HOURS: |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:BARBARA DUNCAN TITLE:INFORMATION SERVICES MANAGER HOURS: |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:JOHN HUNTER TITLE:FORMER DIRECTOR HOURS:50 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:JEFFREY KOH TITLE:FORMER DIRECTOR HOURS:50 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:DAVID WILSON TITLE:FORMER DIRECTOR HOURS:50 |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OREGON HEALTH & SCIENCE UNIVERSITY | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3181 SW SAM JACKSON PARK ROAD | AddressLine1 |
| City | PORTLAND | City |
| State | OR | State |
| ZIP Code | 97239 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 931176109 | EIN |
| Primary Activities | HOSP & UNIV. | PrimaryActivities |
| Legal Domicile State | OR | LegalDomicileState |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | true | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | false | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable
Name Of Other Organization NameOfOtherOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OREGON HEALTH & SCIENCE UNIVERSITY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | E | TransactionType |
| Amount Involved | 1045881 | AmountInvolved |