ASSOCIATION OF UNIVERSITY PHYSICIANS: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- ASSOCIATION OF UNIVERSITY PHYSICIANS (EIN 91-1220843)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-05-14
- IRS object ID
- 201131349349300013
- Schema version
- 2009v1.7
- 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 | 2011-05-14T12:13:01-05:00 | Timestamp |
| Tax Period End Date | 2010-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLARK NUBER PS | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10900 NE 4TH STREET SUITE 1700 | AddressLine1 |
| City | BELLEVUE | City |
| State | WA | State |
| ZIP Code | 98004 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 911220843 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ASSOCIATION OF UNIVERSITY PHYSICIANS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ASSO | NameControl |
| Phone | 2065436420 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 EASTLAKE AVENUE EAST No 400 | AddressLine1 |
| City | SEATTLE | City |
| State | WA | State |
| ZIP Code | 98109 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MAUREEN HOOLEY | Name |
| Title | CHIEF FINANCIAL OFFICER | Title |
| Phone | 2065436420 | Phone |
| Date Signed | 2011-05-13 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Sara Elizabeth J Hyre | Name |
| Phone | 4254544919 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | CATHERINE BOELKE | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 EASTLAKE AVENUE EAST No 400 | AddressLine1 |
| City | SEATTLE | City |
| State | WA | State |
| ZIP Code | 98109 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 176349226 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | HTTP//UWMEDICINE.WASHINGTON.EDU/PATIENTCARE | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1983 | YearFormation |
| State Legal Domicile | WA | StateLegalDomicile |
| Activity Or Mission Description | PRACTICE PLAN FOR UNIVERSITY OF WASHINGTON SCHOOL OF MEDICINE FACULTY PHYSICIANS AND PROVIDES SUBSTANTIAL SUPPORT TO THE SCHOOL OF MEDICINE. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 26 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 0 | NbrIndependentVotingMembers |
| Total Nbr Employees | 1182 | TotalNbrEmployees |
| Total Nbr Volunteers | 238 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 180071536 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 147312266 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 2123628 | InvestmentIncomePriorYear |
| Investment Income Current Year | 6011460 | InvestmentIncomeCurrentYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 182195164 | TotalRevenuePriorYear |
| Total Revenue Current Year | 153323726 | TotalRevenueCurrentYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 143798054 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 127575241 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 25216390 | OtherExpensePriorYear |
| Other Expenses Current Year | 27901001 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 169014444 | TotalExpensesPriorYear |
| Total Expenses Current Year | 155476242 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 13180720 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -2152516 | RevenuesLessExpensesCY |
| Total Assets BOY | 81867743 | TotalAssetsBOY |
| Total Assets EOY | 100517535 | TotalAssetsEOY |
| Total Liabilities BOY | 81867743 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 100517535 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 0 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 0 | NetAssetsOrFundBalancesEOY |
| Mission Description | THE ASSOCIATION OF UNIVERSITY PHYSICIANS IS A CLINICAL PRACTICE PLAN FOR THE UNIVERSITY OF WASHINGTON SCHOOL OF MEDICINE FACULTY CLINICIANS AND PROVIDES SUBSTANTIAL SUPPORT TO THE UW SCHOOL OF MEDICINE. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 129894360 | Expense |
| Revenue | 147312266 | Revenue |
| Description | THE PHYSICIANS AND OTHER HEALTH CARE PRACTITIONERS OF THE ASSOCIATION OF UNIVERSITY PHYSICIANS (TOGETHER, "UWP PRACTITIONERS") PROVIDE CLINICAL CARE AT UW OWNED, OPERATED, AND AFFILIATED FACILITIES. UWP PRACTITIONERS ARE REQUIRED TO BE FACULTY MEMBERS OF THE UNIVERSITY OF WASHINGTON SCHOOL OF MEDICINE AS A CONDITION OF PRACTICE PLAN MEMBERSHIP AND PRACTICE ONLY AT SITES APPROVED BY THE DEAN OF THE SCHOOL OF MEDICINE. UWP PRACTITIONERS ALSO PROVIDE CLINICAL CARE IN OTHER LOCAL AND NATIONAL COMMUNITY SETTINGS AS APPROVED BY THE DEAN. THESE ACTIVITIES INCREASE COMMUNITY ACCESS TO SPECIALIST AND SUB-SPECIALIST CLINICAL CARE AND EXPERTISE, PROVIDE PRIMARY CARE IN COMMUNITIES THAT MAY NOT HAVE SUFFICIENT LOCAL RESOURCES, AND HELP TO ASSURE SUFFICIENT PRACTICE SITES AND PATIENT POPULATIONS TO MAINTAIN THE UW MEDICINE TEACHING AND RESEARCH ACTIVITIES. PURSUANT TO AN OPERATING AGREEMENT BETWEEN UWP AND THE UNIVERSITY OF WASHINGTON BOARD OF REGENTS, ALL UWP REVENUES IN EXCESS OF ITS OPERATING EXPENSES AND PHYSICIAN COMPENSATION ARE HELD IN AN ACADEMIC SUPPORT FUND SOLELY FOR THE SUPPORT OF THE SCHOOL OF MEDICINE. THE DEAN OF THE SCHOOL OF MEDICINE CONTROLS ALL PHYSICIAN COMPENSATION BY UWP AND HIS APPROVAL IS REQUIRED FOR THE SIGNIFICANT ACTIONS OF THE UWP BOARD OF TRUSTEES. | Description |
| Total Program Service Expense | 129894360 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | 1 | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 1 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 12 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 1182 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Nbr Voting Governing Body Members | 26 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 0 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 0 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 0 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | WA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAUREEN HOOLEY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2065436420 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 EASTLAKE AVENUE EAST SUITE 400 | AddressLine1 |
| City | SEATTLE | City |
| State | WA | State |
| ZIP Code | 98109 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (42 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|---|
| NORMAN J BEAUCHAMP | |||||||||
| TRUSTEE | 40.00 | X | 190208 | 317941 | 53525 | ||||
| WILLIAM J BREMNER | |||||||||
| TRUSTEE | 40.00 | X | 185304 | 250543 | 57340 | ||||
| JENS R CHAPMAN | |||||||||
| TRUSTEE | 40.00 | X | 590815 | 108060 | 252556 | ||||
| EDITH Y CHENG | |||||||||
| TRUSTEE | 40.00 | X | 73028 | 189962 | 48906 | ||||
| MARC DANTE COLTRERA | |||||||||
| TRUSTEE | 40.00 | X | 42180 | 104413 | 35075 | ||||
| CONNIE DAVIS | |||||||||
| TRUSTEE | 40.00 | X | 45980 | 186127 | 33824 | ||||
| JAMES E DAVIS | |||||||||
| TRUSTEE | 40.00 | X | 29017 | 510731 | 41866 | ||||
| RICHARD G ELLENBOGEN | |||||||||
| TRUSTEE | 40.00 | X | 369005 | 349033 | 116042 | ||||
| DAVID A ESCHENBACH | |||||||||
| TRUSTEE | 40.00 | X | 190032 | 210847 | 54252 | ||||
| PETER C ESSELMAN | |||||||||
| TRUSTEE | 40.00 | X | 85846 | 247305 | 53253 | ||||
| NELSON FAUSTO | |||||||||
| TRUSTEE | 40.00 | X | 147928 | 245046 | 55373 | ||||
| JAMES FINE | |||||||||
| TRUSTEE | 40.00 | X | 136798 | 231386 | 74248 | ||||
| NEAL DAVID FUTRAN | |||||||||
| TRUSTEE | 40.00 | X | 123560 | 364182 | 56232 | ||||
| GEORGE E LARAMORE | |||||||||
| TRUSTEE | 40.00 | X | 292947 | 222018 | 71450 | ||||
| DAVID A MANKOFF | |||||||||
| TRUSTEE | 40.00 | X | 70200 | 190938 | 33969 | ||||
| FREDERICK A MATSEN | |||||||||
| TRUSTEE | 40.00 | X | 303269 | 168300 | 123888 | ||||
| PETER M MCGOUGH | |||||||||
| VICE PRESIDENT | 40.00 | X | 208224 | 0 | 51805 | X | |||
| MICHAEL S MULLIGAN | |||||||||
| TRUSTEE | 40.00 | X | 71709 | 305640 | 59941 | ||||
| CARLOS A PELLEGRINI | |||||||||
| TRUSTEE | 40.00 | X | 279192 | 426613 | 65013 | ||||
| BRUCE ROBERT RANSOM | |||||||||
| TRUSTEE | 40.00 | X | 109608 | 223057 | 47688 | ||||
| ANNELIESE M SCHLEYER | |||||||||
| SECRETARY/TREASURER | 36.00 | X | 0 | 126701 | 19571 | X | |||
| DEBRA A SCHWINN | |||||||||
| TRUSTEE | 40.00 | X | 281123 | 187045 | 63811 | ||||
| RUSSELL VAN GELDER | |||||||||
| TRUSTEE | 40.00 | X | 162816 | 253027 | 51075 | ||||
| RICHARD VEITH | |||||||||
| TRUSTEE | 40.00 | X | 156372 | 191344 | 49004 | ||||
| HUNTER WESSELLS | |||||||||
| TRUSTEE | 40.00 | X | 57200 | 333063 | 45281 | ||||
| MIKA N SINANAN | |||||||||
| PRESIDENT | 40.00 | 214200 | 146455 | 53100 | X | ||||
| CATHERINE BOELKE | |||||||||
| CEO | 40.00 | 66003 | 0 | 16227 | X | ||||
| RICKY D DEESE | |||||||||
| CEO | 40.00 | 273624 | 0 | 38933 | X | ||||
| MAUREEN HOOLEY | |||||||||
| CFO | 40.00 | 199519 | 0 | 51128 | X | ||||
| RUTH M MAHAN | |||||||||
| VICE DEAN | 40.00 | 52428 | 368251 | 43909 | X | ||||
| PAUL G RAMSEY | |||||||||
| DEAN | 40.00 | 491604 | 293029 | 64581 | X | ||||
| JOHNESE M SPISSO | |||||||||
| VICE PRESIDENT | 40.00 | 128844 | 518341 | 51609 | X | ||||
| MARGARET PEYTON | |||||||||
| GENERAL COUNSEL | 40.00 | 205320 | 0 | 45085 | X | ||||
| CARLO BELLABARBA | |||||||||
| ASSOCIATE PROFESSOR | 40.00 | 485338 | 193569 | 221246 | X | ||||
| DOUGLAS PAUL HANEL | |||||||||
| PROFESSOR | 40.00 | 432671 | 185949 | 167710 | X | ||||
| JORGE DIONISIO REYES | |||||||||
| PROFESSOR | 40.00 | 275115 | 519715 | 65225 | X | ||||
| LALIGAM N SEKHAR | |||||||||
| PROFESSOR | 40.00 | 444013 | 364617 | 70473 | X | ||||
| THOMAS E TRUMBLE | |||||||||
| PROFESSOR | 40.00 | 468744 | 197611 | 232483 | X | ||||
| ALFRED O BERG | |||||||||
| FORMER VICE PRESIDENT | 40.00 | 0 | 145967 | 23660 | X | ||||
| WILLIAM J ELLIS | |||||||||
| FORMER SECRETARY/TREASURER | 40.00 | 167719 | 189186 | 68717 | X | ||||
| BRUCE J SANGEORZAN | |||||||||
| FORMER SECRETARY/TREASURER | 40.00 | 185623 | 266225 | 128441 | X | ||||
| ERNEST A WEYMULLER | |||||||||
| FORMER VICE PRESIDENT | 32.00 | 139715 | 158856 | 63322 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 8432841 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 9491093 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 3020837 | TotalOtherCompensation |
| Number Individuals GT100 K | 317 | NumberIndividualsGT100K |
| Formers Listed | 1 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (3 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| KAYE-SMITH | |||||
| 4101 OAKESDALE AVE SW | RENTON | WA | 98057 | INVOICE PROCESSING SERVICES | 286055 |
| MEDICAL PRESENT VALUE INC | |||||
| 8820 NE 15TH PLACE | BELLEVUE | WA | 98004 | CONTRACT ADMINISTRATION SERVICES | 180000 |
| GREYTHORN INC | |||||
| 40 LAKE BELLEVUE SUITE 100 | BELLEVUE | WA | 98005 | IT CONSULTING | 153945 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 3 | NumberOfContractorsGT100K |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| PATIENT PROF FEES | 621110 | 147129382 | 147129382 |
| BILLING REIMBURSEMENTS | 561000 | 182884 | 182884 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 147312266 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2241386 | TotalRevenueColumn |
| Exclusion | $2,241,386 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 26795574 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 23025500 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 3770074 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3770074 | TotalRevenueColumn |
| Exclusion | $3,770,074 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 153323726 | TotalRevenueColumn |
| Related Or Exempt Function Income | 147312266 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $6,011,460 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6477741 | Total |
| Program Services | 5638577 | ProgramServices |
| Management And General | 839164 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 104843015 | Total |
| Program Services | 91047783 | ProgramServices |
| Management And General | 13795232 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5895230 | Total |
| Program Services | 4733383 | ProgramServices |
| Management And General | 1161847 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6867936 | Total |
| Program Services | 3339496 | ProgramServices |
| Management And General | 3528440 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3491319 | Total |
| Program Services | 2349101 | ProgramServices |
| Management And General | 1142218 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 148013 | Total |
| Program Services | 148013 | ProgramServices |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 102763 | Total |
| Management And General | 102763 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 147423 | Total |
| Management And General | 147423 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6069353 | Total |
| Program Services | 5234861 | ProgramServices |
| Management And General | 834492 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 124528 | Total |
| Program Services | 124528 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4973822 | Total |
| Program Services | 3169816 | ProgramServices |
| Management And General | 1804006 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 353598 | Total |
| Program Services | 353598 | ProgramServices |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 895777 | Total |
| Management And General | 895777 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 79405 | Total |
| Management And General | 79405 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 991091 | Total |
| Management And General | 991091 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 90071 | Total |
| Management And General | 90071 | ManagementAndGeneral |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices |
|---|---|---|
| BUSINESS TAXES | 4426350 | 4426350 |
| DEPARTMENT EXPENSES | 3122905 | 3122905 |
| MALPRACTICE | 2891604 | 2891604 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3484298 | Total |
| Program Services | 3314345 | ProgramServices |
| Management And General | 169953 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 155476242 | Total |
| Program Services | 129894360 | ProgramServices |
| Management And General | 25581882 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 773094 | BOY |
| EOY | 748854 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12110674 | BOY |
| EOY | 8084400 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6871345 | BOY |
| EOY | 2799186 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 7359957 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 6051574 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1633947 | BOY |
| EOY | 1308383 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 60228854 | BOY |
| EOY | 87322685 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 249829 | BOY |
| EOY | 254027 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 81867743 | BOY |
| EOY | 100517535 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15945578 | BOY |
| EOY | 16290521 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 65922165 | BOY |
| EOY | 84227014 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 81867743 | BOY |
| EOY | 100517535 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 81867743 | BOY |
| EOY | 100517535 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Other | X | MethodOfAccountingOther |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | X | SupportingOrganization509a3 |
| Supporting Org509a3 Type1 | X | SupportingOrg509a3Type1 |
| Contrib By Controlling Individual | 0 | ContribByControllingIndividual |
| Contribution By Related Party | 0 | ContributionByRelatedParty |
| Contrib By35 Controlled Entity | 0 | ContribBy35ControlledEntity |
Supported Org Information SupportedOrgInformation
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF WASHINGTON | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 916001537 | EIN |
| Type Of Organization | GOVERNMENT | TypeOfOrganization |
| Listed In Governing Doc | 1 | ListedInGoverningDoc |
| Supported Organization Notified | 1 | SupportedOrganizationNotified |
| Organized In US | 1 | OrganizedInUS |
| Amount | $71,013,692 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Supported Orgs | 1 | TotalNumberOfSupportedOrgs |
| Sum Of Amounts | 71013692 | SumOfAmounts |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1043354 | OtherCostOrOtherBasis |
| Depreciation | 740343 | Depreciation |
| Book Value | 303011 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 6316603 | OtherCostOrOtherBasis |
| Depreciation | 5311231 | Depreciation |
| Book Value | 1005372 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 1308383 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CLINICAL MEDICINE FUND AND DEPARTMENTAL PAYABLES | Description |
| Amount | $84,227,014 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 84227014 | TotalOfAmounts |
| Total Revenue | 153323726 | TotalRevenue |
| Total Expenses | 155476242 | TotalExpenses |
| Excess Or Deficit For Year | -2152516 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 2152516 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 2152516 | TotalAdjustments |
| Excess Or Deficit Per FS | 0 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 155476242 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 2152516 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 2152516 | RevenueNotRptdF990 |
| Revenue Subtotal | 153323726 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 153323726 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 155476242 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 155476242 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 155476242 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Part X: | Identifier |
| Return Reference | Description of Uncertain Tax Positions Under FIN 48: | ReturnReference |
| Explanation | FASB ASC 740 CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTERPRISE'S FINANCIAL STATEMENTS AND PRESCRIBES A THRESHOLD OF MORE-LIKELY THAN-NOT FOR RECOGNITION OF TAX BENEFITS OF UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX FILING. FASB ASC 740 ALSO PROVIDES RELATED GUIDANCE ON MEASUREMENT, CLASSIFICATION, INTEREST AND PENALTIES, AND DISCLOSURE. MANAGEMENT REGULARLY REVIEWS THE ASSOCIATION'S ACTIVITIES FOR ANY ACTIVITIES THAT COULD GENERATE A TAX LIABILITY OR JEOPARDIZE THE ASSOCIATION'S TAX EXEMPT STATUS. MANAGEMENT BELIEVES THE ADOPTION OF FASB ASC 740 WILL NOT HAVE A MATERIAL EFFECT ON THE ASSOCIATION'S FINANCIAL POSITION OR RESULTS OF OPERATIONS. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 1 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (40 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| NORMAN J BEAUCHAMP | |||||||||||||
| 190208 | 287433 | 0 | 0 | 0 | 30508 | 17344 | 17428 | 7378 | 11375 | 214930 | 346744 | 0 | 0 |
| WILLIAM J BREMNER | |||||||||||||
| 179804 | 226043 | 0 | 0 | 5500 | 24500 | 18530 | 24500 | 4452 | 9858 | 208286 | 284901 | 0 | 0 |
| JENS R CHAPMAN | |||||||||||||
| 111441 | 99745 | 462874 | 0 | 16500 | 8315 | 228728 | 8315 | 4878 | 10635 | 824421 | 127010 | 202088 | 0 |
| EDITH Y CHENG | |||||||||||||
| 64985 | 170783 | 0 | 0 | 8043 | 19179 | 8203 | 19179 | 11858 | 9666 | 93089 | 218807 | 0 | 0 |
| MARC DANTE COLTRERA | |||||||||||||
| 32904 | 93746 | 9276 | 0 | 0 | 10667 | 10896 | 10667 | 3414 | 10098 | 56490 | 125178 | 4514 | 0 |
| CONNIE DAVIS | |||||||||||||
| 41180 | 164811 | 0 | 0 | 4800 | 21316 | 4848 | 14116 | 4942 | 9918 | 55770 | 210161 | 0 | 0 |
| JAMES E DAVIS | |||||||||||||
| 29017 | 478741 | 0 | 0 | 0 | 31990 | 2612 | 23990 | 4006 | 11258 | 35635 | 545979 | 0 | 0 |
| RICHARD G ELLENBOGEN | |||||||||||||
| 252055 | 325735 | 114545 | 0 | 2405 | 23298 | 79046 | 23298 | 4878 | 8820 | 452929 | 381151 | 54545 | 0 |
| DAVID A ESCHENBACH | |||||||||||||
| 190032 | 189560 | 0 | 0 | 0 | 21287 | 19003 | 21287 | 4104 | 9858 | 213139 | 241992 | 0 | 0 |
| PETER C ESSELMAN | |||||||||||||
| 75056 | 222805 | 5290 | 0 | 5500 | 24500 | 14629 | 24500 | 3489 | 10635 | 103964 | 282440 | 0 | 0 |
| NELSON FAUSTO | |||||||||||||
| 142428 | 220546 | 0 | 0 | 5500 | 24500 | 14993 | 24500 | 6022 | 9858 | 168943 | 279404 | 0 | 0 |
| JAMES FINE | |||||||||||||
| 85302 | 208045 | 43677 | 0 | 7819 | 23341 | 35823 | 23341 | 5226 | 9858 | 177847 | 264585 | 21900 | 0 |
| NEAL DAVID FUTRAN | |||||||||||||
| 123560 | 335459 | 0 | 0 | 0 | 28723 | 12756 | 24500 | 8878 | 10098 | 145194 | 398780 | 0 | 0 |
| GEORGE E LARAMORE | |||||||||||||
| 273040 | 199590 | 10263 | 0 | 9644 | 22428 | 31226 | 22428 | 7698 | 10098 | 331871 | 254544 | 5388 | 0 |
| DAVID A MANKOFF | |||||||||||||
| 70200 | 176448 | 0 | 0 | 0 | 14490 | 6669 | 14490 | 2712 | 10098 | 79581 | 215526 | 0 | 0 |
| FREDERICK A MATSEN | |||||||||||||
| 169964 | 151396 | 133305 | 0 | 0 | 16904 | 89586 | 16904 | 8818 | 8580 | 401673 | 193784 | 67267 | 0 |
| PETER M MCGOUGH | |||||||||||||
| 153176 | 0 | 34552 | 0 | 20496 | 0 | 28223 | 0 | 23582 | 0 | 260029 | 0 | 0 | 0 |
| MICHAEL S MULLIGAN | |||||||||||||
| 53364 | 289077 | 18345 | 0 | 0 | 16563 | 29649 | 16563 | 3631 | 10098 | 104989 | 332301 | 0 | 0 |
| CARLOS A PELLEGRINI | |||||||||||||
| 273692 | 380117 | 0 | 0 | 5500 | 46496 | 24500 | 24500 | 4878 | 11135 | 308570 | 462248 | 0 | 0 |
| BRUCE ROBERT RANSOM | |||||||||||||
| 109608 | 191149 | 0 | 0 | 0 | 31908 | 10961 | 22592 | 3432 | 10703 | 124001 | 256352 | 0 | 0 |
| DEBRA A SCHWINN | |||||||||||||
| 281123 | 167987 | 0 | 0 | 0 | 19058 | 24500 | 19058 | 8878 | 11375 | 314501 | 217478 | 0 | 0 |
| RUSSELL VAN GELDER | |||||||||||||
| 162816 | 233849 | 0 | 0 | 0 | 19178 | 14653 | 19178 | 4314 | 12930 | 181783 | 285135 | 0 | 0 |
| RICHARD VEITH | |||||||||||||
| 147732 | 165884 | 0 | 0 | 8640 | 25460 | 15637 | 19391 | 3576 | 10400 | 175585 | 221135 | 0 | 0 |
| HUNTER WESSELLS | |||||||||||||
| 57200 | 300299 | 0 | 0 | 0 | 32764 | 5670 | 17764 | 10066 | 11781 | 72936 | 362608 | 0 | 0 |
| MIKA N SINANAN | |||||||||||||
| 205441 | 121837 | 0 | 0 | 8759 | 24618 | 21420 | 15138 | 3780 | 12762 | 239400 | 174355 | 0 | 0 |
| RICKY D DEESE | |||||||||||||
| 236093 | 0 | 20519 | 0 | 17012 | 0 | 22296 | 0 | 16637 | 0 | 312557 | 0 | 12312 | 0 |
| MAUREEN HOOLEY | |||||||||||||
| 171786 | 0 | 13940 | 0 | 13793 | 0 | 23598 | 0 | 27530 | 0 | 250647 | 0 | 8294 | 0 |
| RUTH M MAHAN | |||||||||||||
| 52428 | 343751 | 0 | 0 | 0 | 24500 | 5243 | 24500 | 4308 | 9858 | 61979 | 402609 | 0 | 0 |
| PAUL G RAMSEY | |||||||||||||
| 491096 | 248045 | 0 | 0 | 508 | 44984 | 24500 | 24500 | 4878 | 10703 | 520982 | 328232 | 0 | 0 |
| JOHNESE M SPISSO | |||||||||||||
| 128844 | 493841 | 0 | 0 | 0 | 24500 | 11596 | 24500 | 4878 | 10635 | 145318 | 553476 | 0 | 0 |
| MARGARET PEYTON | |||||||||||||
| 174884 | 0 | 14656 | 0 | 15780 | 0 | 24810 | 0 | 20275 | 0 | 250405 | 0 | 8783 | 0 |
| CARLO BELLABARBA | |||||||||||||
| 129336 | 162341 | 339502 | 0 | 16500 | 31228 | 191005 | 14728 | 4878 | 10635 | 681221 | 218932 | 137916 | 0 |
| DOUGLAS PAUL HANEL | |||||||||||||
| 133512 | 167098 | 287159 | 0 | 12000 | 18851 | 133586 | 18851 | 4878 | 10395 | 571135 | 215195 | 147465 | 0 |
| JORGE DIONISIO REYES | |||||||||||||
| 239768 | 473219 | 29847 | 0 | 5500 | 46496 | 26421 | 24500 | 4878 | 9426 | 306414 | 553641 | 25000 | 0 |
| LALIGAM N SEKHAR | |||||||||||||
| 436033 | 319361 | 0 | 0 | 7980 | 45256 | 24500 | 23260 | 4878 | 17835 | 473391 | 405712 | 0 | 0 |
| THOMAS E TRUMBLE | |||||||||||||
| 77306 | 155626 | 376912 | 0 | 14526 | 41985 | 193520 | 19987 | 8878 | 10098 | 671142 | 227696 | 189136 | 0 |
| ALFRED O BERG | |||||||||||||
| 0 | 131259 | 0 | 0 | 0 | 14708 | 0 | 14708 | 0 | 8952 | 0 | 169627 | 0 | 0 |
| WILLIAM J ELLIS | |||||||||||||
| 114038 | 169035 | 43047 | 0 | 10634 | 20151 | 37550 | 16551 | 5502 | 9114 | 210771 | 214851 | 18875 | 0 |
| BRUCE J SANGEORZAN | |||||||||||||
| 72036 | 221229 | 113587 | 0 | 0 | 44996 | 88428 | 24500 | 4878 | 10635 | 278929 | 301360 | 63632 | 0 |
| ERNEST A WEYMULLER | |||||||||||||
| 107196 | 142768 | 32519 | 0 | 0 | 16088 | 34202 | 16088 | 3174 | 9858 | 177091 | 184802 | 7011 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | Part I, Line 7 | ReturnReference |
| Explanation | UWP IS THE PRACTICE PLAN FOR UNIVERSITY OF WASHINGTON (UW) FACULTY PHYSICIANS AND HEALTH CARE PRACTITIONERS WHO PROVIDE CLINICAL CARE PRIMARILY TO ADULT PATIENTS. UWP BILLS AND COLLECTS REVENUE GENERATED BY THE CLINICAL SERVICES OF THESE FACULTY PHYSICIANS. ALL REVENUES COLLECTED BY UWP ARE ALLOCATED IN ACCORDANCE WITH THE ASSOCIATION OF UNIVERSITY PHYSICIANS D/B/A UNIVERSITY OF WASHINGTON PHYSICIANS AMENDED AND RESTATED INCOME DISTRIBUTION PLAN (IDP). UWP MAINTAINS A "MASTER" IDP AND EACH UWP DEPARTMENT OR DIVISION ALSO MAINTAINS A DEPARTMENTAL (OR DIVISIONAL) IDP THAT PROVIDES MORE DETAIL AS TO HOW ADDITIONAL COMPENSATION (INCENTIVE PAYMENT) IS CALCULATED AND PAID TO PARTICIPATING INDIVIDUALS (THE PHYSICIANS AND HEALTH CARE PRACTITIONERS WITH PRACTICE AGREEMENTS MAKING THEM ELIGIBLE FOR INCENTIVE PAYMENTS). DEPARTMENTS AND DIVISIONS ARE COMPRISED OF THE FACULTY PHYSICIANS WITHIN EACH SPECIALTY OR PRIMARY CARE AREA OF CLINICAL PRACTICE. THE DEPARTMENTAL AND DIVISIONAL IDPS ALIGN WITH THE CLINICAL DEPARTMENTS OF THE UW SCHOOL OF MEDICINE. EACH CLINICAL DEPARTMENT OF THE UW SCHOOL OF MEDICINE HAS A DEPARTMENT CHAIR WHO APPROVES THE IDP FOR THE UWP DEPARTMENT/DIVISION. UNDER ALL IDPS, REVENUES GENERATED BY FACULTY ARE ALLOCATED TO THE FACULTY MEMBER'S DEPARTMENT, AND THE FUNDS FLOW IS SUBJECT TO CERTAIN STANDARDIZED DEDUCTIONS AS FOLLOWS: FIRST, REVENUES ARE USED TO PAY UWP OPERATING EXPENSES. OF THE REMAINING REVENUES, A PORTION IS ALLOCATED TO THE UW SCHOOL OF MEDICINE CLINICAL MEDICINE FUND. THE REMAINING REVENUES ARE USED TO PAY DEPARTMENT DIRECT CLINICAL COSTS, THEN PHYSICIAN/PRACTITIONER SALARY AND BENEFITS. THERE IS A PERCENTAGE CONTRIBUTION TO DEPARTMENT (AND DIVISION) OPERATIONS AND RESERVE FUNDS, AND FINALLY, A POOL IS CREATED FOR ADDITIONAL COMPENSATION. WHILE SOME ADDITIONAL COMPENSATION MAY BE IN THE FORM OF FIXED PAYMENTS FOR A DEFINED PERIOD, EACH DEPARTMENTAL/DIVISIONAL IDP PROVIDES FOR PARTICIPATING INDIVIDUALS TO RECEIVE VARIABLE ADDITIONAL COMPENSATION. THE METRICS FOR CALCULATING ADDITIONAL COMPENSATION GENERALLY ARE BASED ON WORK PERSONALLY PERFORMED BY THE PRACTICE PLAN PHYSICIAN OR HEALTH CARE PROFESSIONAL DURING THE PERIOD OF RECORD. WHERE PERSONAL WORK IS NOT THE METRIC, THE DEPARTMENTAL TRUSTEE FOR THE DEPARTMENT ESTABLISHES A PER CAPITA DISTRIBUTION OF THE POOL TO ALL PARTICIPATING INDIVIDUALS. THE PERCENTAGE OF REVENUES ALLOCATED TO THE DEPARTMENT AND/OR DIVISION OPERATING AND RESERVE FUND IS ESTIMATED BY THE DEPARTMENT AND APPROVED BY THE DEAN OF THE UW SCHOOL OF MEDICINE (DEAN) OR HIS DESIGNEE IN A BUDGET ESTABLISHED PRIOR TO THE PERIOD OF RECORD. THE PERIOD OF RECORD IS EITHER A 12-MONTH OR SIX-MONTH PERIOD DURING WHICH THE REVENUES AND EXPENSES FOR THE PRACTICE PLAN ARE ALLOCATED. THE ACTUAL PERCENTAGE FOR DEPARTMENTAL/DIVISIONAL OPERATIONS AND RESERVE CONTRIBUTION MAY BE MODIFIED FROM THE ORIGINAL ESTIMATE BASED ON THE OPERATIONAL NEEDS OF THE DEPARTMENT OR DIVISION, AND WHEN THAT OCCURS, THE PERCENTAGE MAY BE ADJUSTED RETROACTIVELY BY THE CHAIR OF THE DEPARTMENT UPON APPROVAL OF THE DEAN. AT THE END OF THE PERIOD OF RECORD, AMOUNTS REMAINING AFTER ALL ALLOCATIONS HAVE BEEN MADE ARE AVAILABLE TO PAY THE ADDITIONAL COMPENSATION TO PARTICIPATING INDIVIDUALS. ADDITIONAL COMPENSATION IS CALCULATED FOR EACH PARTICIPATING INDIVIDUAL AND THE ADDITIONAL COMPENSATION AMOUNT IS PAID APPROXIMATELY THREE MONTHS LATER. ADDITIONAL COMPENSATION PAYMENTS ARE SUBJECT TO THE COMPENSATION CAP POLICY ADOPTED BY UWP: THE "UWP METHOD OR STANDARD REGARDING BASIC INDIVIDUAL CAPS UNDER AMENDED INCOME DISTRIBUTION PLAN, AS OF JULY 1, 1999." THIS COMPENSATION CAP POLICY LIMITS THE AMOUNT OF COMPENSATION TO INDIVIDUAL PHYSICIANS AND HEALTH CARE PROFESSIONALS BY COMPARISON TO OBJECTIVE DATA FOR LIKE ACTIVITIES AND LIKE PHYSICIANS OR PRACTITIONERS, INCLUDING SURVEYS SUCH AS THE ASSOCIATION OF AMERICAN MEDICAL COLLEGE (AAMC) AND MEDICAL GROUP MANAGEMENT ASSOCIATION (MGMA) COMPENSATION SURVEYS. FOR THE MOST FREQUENTLY USED MEASURE (AAMC SURVEY), THE MAXIMUM "BASIC INDIVIDUAL CAP" GENERALLY IS 90% OF THE APPLICABLE STANDARD OR MEASURE. IF AAMC DATA IS NOT AVAILABLE OR DOES NOT PROVIDE THE MOST APPROPRIATE COMPARATIVE DATA, THE POLICY ALLOWS FOR OTHER COMPARATORS TO BE USED. IN GENERAL, THE 90TH PERCENTILE IS THE MAXIMUM BASIC INDIVIDUAL CAP IMPOSED UNDER ANY SURVEY OR DATA. IN ALL INSTANCES, COMPENSATION IS LIMITED BY A CAP ESTABLISHED USING A COMPARATIVE SURVEY OR DATA DETERMINED BY THE UW SCHOOL OF MEDICINE PRIOR TO THE PERIOD OF RECORD. BEFORE PAYMENT OF ADDITIONAL COMPENSATION FOLLOWING A PERIOD OF RECORD, UWP REVIEWS AND, WHERE NECESSARY, LIMITS INDIVIDUAL COMPENSATION PURSUANT TO THE APPLICABLE CAP. THUS, WHILE THE AMOUNT OF ADDITIONAL COMPENSATION MAY NOT BE FIXED, THE TOTAL COMPENSATION, INCLUDING BASE SALARY AND ADDITIONAL COMPENSATION, IS SUBJECT TO LIMITS ESTABLISHED BY RELEVANT COMPARATORS. | Explanation |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | SUZANNE DINTZIS | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | SPOUSE OF RUSSELL VAN GELDER, TRUSTEE | Relationship |
| Amount Of Transaction | 91007 | AmountOfTransaction |
| Description Of Transaction | EMPLOYMENT | DescriptionOfTransaction |
| Sharing Of Revenues | 0 | SharingOfRevenues |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (9 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Form 990, Part VI, Section A, line 1 | NONE OF THE VOTING MEMBERS ARE INDEPENDENT. THE UWP BOARD OF TRUSTEES IS COMPRISED OF THE 18 CLINICAL CHAIRS OF THE UNIVERSITY OF WASHINGTON SCHOOL OF MEDICINE, SIX AT-LARGE MEMBERS ELECTED BY THE VOTING UWP MEMBERSHIP, THE MEDICAL DIRECTOR FOR THE UW PHYSICIANS NETWORK (A NON-PROFIT, TAX-EXEMPT CORPORATION CLOSELY AFFILIATED WITH THE UNIVERSITY OF WASHINGTON), A PHYSICIAN-PRESIDENT, AND THREE COMMUNITY TRUSTEES. EACH OF THE PHYSICIAN BOARD MEMBERS IS A FACULTY MEMBER OF THE UNIVERSITY OF WASHINGTON AND EMPLOYED BY UWP, THE UNIVERSITY OF WASHINGTON, OR BOTH. THE COMMUNITY TRUSTEES ARE NOT EMPLOYED BY THE UNIVERSITY OR BY UWP, HOWEVER, THESE INDIVIDUALS DO NOT VOTE. |
| Form 990, Part VI, Section A, line 7a | THE DEAN OF THE UNIVERSITY OF WASHINGTON SCHOOL OF MEDICINE APPOINTS THREE NON-VOTING COMMUNITY TRUSTEES TO THE BOARD OF TRUSTEES AND ALSO APPOINTS THE PRESIDENT OF UWP. THE CHAIRS OF THE UNIVERSITY OF WASHINGTON SCHOOL OF MEDICINE CLINICAL DEPARTMENTS AND THE MEDICAL DIRECTOR FOR UW PHYSICIANS NETWORK SERVE AS EX OFFICO MEMBERS OF THE BOARD. THE DEAN PARTICIPATES IN THE PROCESS OF APPOINTMENT TO THE CLINICAL DEPARTMENT CHAIR POSITIONS AS WELL AS THE UW PHYSICIANS NETWORK MEDICAL DIRECTOR POSITION. |
| Form 990, Part VI, Section A, line 7b | MOST DECISIONS OF THE UWP BOARD OF TRUSTEES ARE SUBJECT TO THE APPROVAL OF THE DEAN OF THE SCHOOL OF MEDICINE. |
| Form 990, Part VI, Section B, line 11 | THE BOARD HAS BEEN PRESENTED WITH INFORMATION RELATED TO THE PURPOSE AND RELEVANCE OF THE FORM 990 TO TAX EXEMPT ENTITIES SUCH AS UWP, AND BOARD MEMBERS MAY REQUEST A COPY OF THE FORM 990 FROM THE UWP CHIEF FINANCIAL OFFICER. THE COMPLETED FORM 990 IS REVIEWED BY THE UWP EXECUTIVE DIRECTOR, GENERAL COUNSEL, AND THE CHIEF FINANCIAL OFFICER, AS WELL AS THE ASSOCIATE DEAN FOR BUSINESS FOR THE SCHOOL OF MEDICINE AND THE CHIEF BUSINESS OFFICER OF UW MEDICINE. THE VOTING MEMBERS OF THE UWP BOARD OF TRUSTEES ARE EMPLOYED PHYSICIANS OF UWP, AND AS SUCH, IN THEIR GOVERNANCE ROLE WITH UWP, DO NOT OVERSEE OR REVIEW PHYSICIAN COMPENSATION OR THE COMPENSATION FOR OTHER EXECUTIVES WITHIN UW MEDICINE (THE ACADEMIC MEDICAL HEALTH SYSTEM OF THE UNIVERSITY OF WASHINGTON). ALL COMPENSATION FOR PHYSICIANS AND THE KEY PERSONNEL FOR UWP IS REVIEWED AND APPROVED REGULARLY BY DISINTERESTED PERSONS THROUGH A PROCESS WITHIN UW MEDICINE (SEE RESPONSE TO QUESTION 15 FOR FURTHER DETAIL REGARDING THIS PROCESS). |
| Form 990, Part VI, Section B, line 12 | THE UWP BYLAWS CONTAIN A CONFLICT OF INTEREST PROVISION IN ARTICLE III J. IN ADDITION, UWP BOARD MEMBERS, OFFICERS, AND KEY EMPLOYEES WHO ARE EMPLOYED BY THE UNIVERSITY OF WASHINGTON AND SERVING ON UWP COMMITTEES ARE SUBJECT TO THE STATE OF WASHINGTON ETHICS IN PUBLIC SERVICE ACT, CHAPTER 45.52 RCW. THE ACT RESTRICTS ACTIVITIES INCOMPATIBLE WITH THE INDIVIDUAL'S ROLE AS A STATE EMPLOYEE AND ALSO LIMITS THE INDIVIDUAL'S INVOLVEMENT IN TRANSACTIONS WHERE A POTENTIAL CONFLICT MAY EXIST. UWP ADMINISTRATIVE STAFF IS SUBJECT TO AN ADMINISTRATIVE CONFLICT OF INTEREST POLICY CONTAINED IN THE UWP EMPLOYEE HANDBOOK. UWP CONDUCTS AN ANNUAL INQUIRY OF CERTAIN RELATIONSHIPS AS PART OF THE FORM 990 PROCESS, AND ADDRESSES CONFLICTS AS THEY ARISE AND/OR ARE REPORTED TO UWP MANAGEMENT OR THE UWP BOARD OF TRUSTEES. WHEN A CONFLICT IS IDENTIFIED, DISINTERESTED PERSONS ON THE BOARD, COMMITTEE, OR ADMINISTRATION EVALUATE THE POTENTIAL CONFLICT, CONTEMPORANEOUSLY DOCUMENT THE EVALUATION AND DETERMINATION, AND TAKE APPROPRIATE ACTION. |
| FORM 990, PART VI, SECTION B, LINE 15: THE UWP GOVERNING BOARD DOES NOT REVIEW COMPENSATION OF ITS EXECUTIVES. INSTEAD, COMPENSATION OF THE UWP EXECUTIVE DIRECTOR, CHIEF FINANCIAL OFFICER, AND GENERAL COUNSEL IS REVIEWED AND SET BY REPRESENTATIVES OF THE UNIVERSITY OF WASHINGTON SCHOOL OF MEDICINE. THE REVIEW RELIES ON COMPARISON OF COMPENSATION TO SIMILARLY SITUATED INDIVIDUALS, IN LIKE-SIZED ORGANIZATIONS ENGAGED IN SIMILAR ACTIVITIES. THE COMPARISON IS PERFORMED BY AN INDEPENDENT CONTRACTOR CONSULTANT WITH EXPERIENCE AND EXPERTISE IN COMPENSATION OF ACADEMIC MEDICAL CENTER PERSONNEL. THE COMPENSATION COMPARISON DATA IS REVIEWED BY DISINTERESTED EMPLOYEES OF UW MEDICINE, AS PART OF AN OVERALL REVIEW OF COMPENSATION FOR SIMILARLY SITUATED INDIVIDUALS IN OTHER COMPONENTS OF UW MEDICINE. THE REVIEW IS PERFORMED REGULARLY, AND DOCUMENTATION IS MAINTAINED BY THE SCHOOL OF MEDICINE. COMPENSATION OF UWP BOARD MEMBERS, IN THEIR CAPACITY AS UWP MEMBERS EMPLOYED BY UWP AND/OR THE UNIVERSITY OF WASHINGTON SCHOOL OF MEDICINE, IS REVIEWED REGULARLY THROUGH A UNIVERSITY OF WASHINGTON SCHOOL OF MEDICINE PROCESS THAT INVOLVES DISINTERESTED SCHOOL OF MEDICINE EMPLOYEES WHO REVIEW COMPENSATION OF ALL SCHOOL OF MEDICINE FACULTY. FOR UWP MEMBERS, REVIEW OF COMPENSATION ALSO INCLUDES APPLICATION OF THE "UNIVERSITY OF WASHINGTON PHYSICIANS METHOD OR STANDARD REGARDING BASIC INDIVIDUAL CAPS UNDER AMENDED INCOME DISTRIBUTION PLAN, AS OF JULY 1, 1999" (UWP CAP POLICY). THE UWP CAP POLICY LIMITS COMPENSATION OF UWP MEMBERS BY COMPARISON TO OBJECTIVE DATA FOR SIMILAR POSITIONS IN SIMILAR ORGANIZATIONS, SUCH AS THAT ESTABLISHED BY THE AAMC. THE REVIEW IS PERFORMED REGULARLY AND DOCUMENTATION IS MAINTAINED BY THE SCHOOL OF MEDICINE. | |
| Form 990, Part VI, Section C, line 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS, CORPORATE BYLAWS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST TO THE UWP BUSINESS OFFICE. IN ADDITION, THESE DOCUMENTS MAY BE REQUESTED FROM THE UNIVERSITY OF WASHINGTON SCHOOL OF MEDICINE. |
| FORM 990, PART VI, SECTION B, LINE 13: | UWP HAS A POLICY THAT REQUIRES BOARD MEMBERS, OFFICERS, AND KEY EMPLOYEES TO REPORT BILLING COMPLIANCE CONCERNS. THE POLICY EMPHASIZES THAT UWP DOES NOT TOLERATE RETALIATION AGAINST THOSE REPORTING CONCERNS. THIS POLICY IS AVAILABLE TO ALL ADMINISTRATIVE STAFF AND MEMBERS, AND IS BROADLY DISSEMINATED. UWP ALSO HAS AN ADMINISTRATIVE POLICY THAT REQUIRES STAFF TO REPORT CONCERNS RELATED TO ANY FINANCIAL IMPROPRIETIES, AND PROHIBITS RETALIATION AGAINST THOSE REPORTING SUCH CONCERNS. THIS ADMINISTRATIVE POLICY IS MAINTAINED IN THE EMPLOYEE HANDBOOK. |
| FORM 990, PART I, LINE 6: | VOLUNTEERS HAVE BOTH UW SCHOOL OF MEDICINE FACULTY APPOINTMENTS AS WELL AS A WRITTEN PRACTICE AGREEMENT WITH UWP. THEY PERFORM CLINICAL SERVICES TO PATIENTS AT UW MEDICINE FACILITIES. VOLUNTEERS ARE TRACKED IN THE PAYROLL SYSTEM EVEN THOUGH NOT PAID BY UWP. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Direct Controlling Entity NADirectControllingEntityNA | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|---|
| UNIVERSITY OF WASHINGTON | ||||||||||
| 1959 NE PACIFIC STREET | SEATTLE | WA | 98195 | 916001537 | EDUCATION AND MEDICAL CARE | WA | GOVERNMENT | N/A | ||
| UW PHYSICIANS NETWORK | ||||||||||
| 4333 BROOKLYN AVENUE NE | SEATTLE | WA | 98105 | 911715882 | MEDICAL PRACTICE | WA | 501(c)(3) | Line 11a, I | UNIVERSITY OF WASHINGTON | |
| UW MEDICINE NORTHWEST | ||||||||||
| 1550 N 115TH STREET | SEATTLE | WA | 98133 | 910637400 | HOSPITAL | WA | 501(c)(3) | Line 3 | UNIVERSITY OF WASHINGTON | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 1 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 1 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 1 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 1 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 1 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 1 | OtherTransferFromOtherOrg |