Civic Intelligence

University Physicians Healthcare Foundation

EIN 20-2826747 • 501(c)3

Profile

University physicians healthcare foundation raises funds, builds community support, and facilitates community outreach for the university of arizona physicians.

1501 N Campbell Avenue85724

www.uahealth.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2014

Liabilities / Revenue

62nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

4th percentile

-533%

Higher net margin than 4% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

100th percentile

$970,640

Higher top officer pay than 100% of similar nonprofits.

Top officer pay equals 921.9% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

10th percentile

-100%

Faster asset growth than 10% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

90th percentile

86%

Faster revenue growth than 90% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Down

$0

Down $562,907 (-100%) from 2013

Liabilities

Down

$0

Down $1,258 (-100%) from 2013

Net Assets

Down

$0

Down $561,649 (-100%) from 2013

Revenue

Up

$105,290

Up $48,704 (+86%) from 2013

Expenses

Up

$666,939

Up $652,547 (+4534%) from 2013

Net Income

Down

-$561,649

Down $603,843 (-1431%) from 2013

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0Assets 2011: $500,200Liabilities 2011: $4,352Net Assets 2011: $495,8482011Assets 2012: $519,455Liabilities 2012: $0Net Assets 2012: $519,4552012Assets 2013: $562,907Liabilities 2013: $1,258Net Assets 2013: $561,6492013Assets 2014: $0Liabilities 2014: $0Net Assets 2014: $02014

Highlighted filing

2014

Assets$0
Liabilities$0
Net Assets$0

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500K-$1.0MExpenses 2011: $131,4372011Expenses 2012: $78,2222012Revenue 2013: $56,586Expenses 2013: $14,392Net Income 2013: $42,1942013Revenue 2014: $105,290Expenses 2014: $666,939Net Income 2014: -$561,6492014

Highlighted filing

2014

Revenue$105,290
Expenses$666,939
Net Income-$561,649

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
May 15, 2015
Return Version
2013v4.0
Gross Receipts
$105,290
Mission and Program Overview

Mission

University physicians healthcare foundation raises funds, builds community support, and facilitates community outreach for the university of arizona physicians.

Raise funds, build community support, and facilitate community outreach for uph, inc.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$561,649$0▼ $561,649
Cash and Non-Interest-Bearing Accounts$380,907$0▼ $380,907
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$562,907$0▼ $562,907
Other Assets Total$182,000$0▼ $182,000
Liabilities
Accounts Payable and Accrued Expenses$1,258--
Total Liabilities$1,258$0▼ $1,258
Net Assets / Fund Balance
Total Net Assets Fund Balance$561,649$0▼ $561,649
Total Liabilities and Net Assets / Fund Balance$562,907$0▼ $562,907
Compensation and Service Providers

Employees

NameTitleOtherTotal
Lynn Schneider-grennanDirector$128,207$128,207

Board Members and Trustees

NameTitle
Samuel KeimChair
Steve GoldschmidChair
Michael WaldrumPresident and CEO
Barbara PeckVice Chairperson
David LabinerDirector
Ed JenkinsDirector
Fayez GhishanDirector
Karen MlawskyDirector
Marc BergDirector
Rainer GruessnerDirector
Steve LynnDirector
Tom BoyerDirector
Kathy ReedSecretary
Ole ThienhausSecretary
Misty HansenTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$105,290
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$53,200
Change in Net Assets
$-561,649
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$637,423
Other Expenses$29,516
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$635,620--$635,620
Other Expenses$10,433--$10,433
Office Expenses$6,300--$6,300
Conferences and Meetings$4,804--$4,804
Information Technology$3,563--$3,563
Travel$2,796--$2,796
Grants to Domestic Individuals$1,803--$1,803
Occupancy$1,620--$1,620
Total Functional Expenses$666,939$0$0$666,939
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
94-2958258-501(c)(3)Support for Medical and Hospital Care$299,210
86-0572438-501(c)(3)Support for Medical and Hospital Care$122,968
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 7A

The board of directors of the university of arizona physicians appoints the governing body of university physicians healthcare foundation.

Form 990, Part VI, Section B, Line 11

University physicians healthcare foundation's form 990 is distributed to the executive officers and the board of directors after filing with the irs.

Form 990, Part VI, Section B, Line 12C

University physicians healthcare foundation requires board members, officers, and key employees to complete a conflict of interest form annually. These conflict of interest forms are reviewed by a corporate compliance officer and general counsel. Any potential conflicts identified are subject to further review by senior management and the board of directors.

Form 990, Part VI, Section B, Line 15

The university of arizona health network hires a third party consultant to review compensation and benefits. In addition, the university of arizona health network completes a survey comparing the compensation packages to similar organizations. The ceo has a written employment contract that is reviewed and approved by the university of arizona health network's compensation committee and board of directors. The last compensation review was performed in may 2013.

Form 990, Part VI, Section C, Line 19

Policies are posted on the university physicians healthcare foundation's intranet. Financial statements and governing documents are available upon request.

Filing and Contact Details

Filer

EIN
20-2826747
Phone
5206942700

Signing Officer

Name
David M Bixby
Title
Sr VP/gen Counsel/secretary
Phone
5206942700
Signed
2015-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Peter Fine
Formed
2005
Legal Domicile
Az
Voting Board Members
0
Independent Board Members
0
Employees
0
Volunteers
3

Preparer

Preparer
Kelly L Meltzer CPA
Phone
5203214600
Supplemental Narrative

Financial Statement Notes

PART III, LINE 4:

University physicians healthcare foundation's art collection promotes an atmosphere of healing for patients and their families at the university of arizona medical center.

PART X, LINE 2:

Income taxes footnote from the university of arizona health network and subsidiaries consolidated financial report: in general, uahn and its subsidiaries are not-for-profit entities as described in section 501(c)(3) of the internal revenue code (the code) and are exempt from federal and state income taxes on related income pursuant to section 501(a) of the code and related state laws. The corporation has reviewed its tax positions for all open tax years and has concluded that no material liabilities exist as of june 30, 2014 and 2013. The corporation files tax returns with the u.s. Federal and the state of arizona jurisdictions. With few exceptions, the corporation is no longer subject to u.s. Federal examinations by tax authorities for years before 2010.

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IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0MISCELLANEOUS
IRS990/OtherExpensesGrp/ProgramServicesAmt010433
IRS990/OtherExpensesGrp/TotalAmt010433
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0PETER FINE
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt056586
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0888
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt013504
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt042194
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt014392
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt056586
IRS990/QuidProQuoContributionsInd00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-561649
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt035400
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0561649
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/CertificationInd0X
IRS990ScheduleA/Contribution35ControlledInd00
IRS990ScheduleA/ContributionControllerInd00
IRS990ScheduleA/ContributionFamilyInd00
IRS990ScheduleA/IRSWrittenDeterminationInd0X
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0942958258
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc03
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine10UNIVERSITY PHYSICIANS HEALTHCARE
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrgNotifiedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd01
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/CollectionUsedPubExhibitionInd0X
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/SolicitedAssetsSaleInd00
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0UNIVERSITY PHYSICIANS HEALTHCARE FOUNDATION'S ART COLLECTION PROMOTES AN ATMOSPHERE OF HEALING FOR PATIENTS AND THEIR FAMILIES AT THE UNIVERSITY OF ARIZONA MEDICAL CENTER.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1INCOME TAXES FOOTNOTE FROM THE UNIVERSITY OF ARIZONA HEALTH NETWORK AND SUBSIDIARIES CONSOLIDATED FINANCIAL REPORT: IN GENERAL, UAHN AND ITS SUBSIDIARIES ARE NOT-FOR-PROFIT ENTITIES AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE CODE) AND ARE EXEMPT FROM FEDERAL AND STATE INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE AND RELATED STATE LAWS. THE CORPORATION HAS REVIEWED ITS TAX POSITIONS FOR ALL OPEN TAX YEARS AND HAS CONCLUDED THAT NO MATERIAL LIABILITIES EXIST AS OF JUNE 30, 2014 AND 2013. THE CORPORATION FILES TAX RETURNS WITH THE U.S. FEDERAL AND THE STATE OF ARIZONA JURISDICTIONS. WITH FEW EXCEPTIONS, THE CORPORATION IS NO LONGER SUBJECT TO U.S. FEDERAL EXAMINATIONS BY TAX AUTHORITIES FOR YEARS BEFORE 2010.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART III, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0122968
IRS990ScheduleI/RecipientTable/CashGrantAmt1299210
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt0206642
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt16800
IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc0$180,000 ARTWORK, $26,642 ACCOUNTS RECEIVABLE
IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc1ACCOUNTS RECEIVABLE
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SUPPORT FOR MEDICAL AND HOSPITAL CARE
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1SUPPORT FOR MEDICAL AND HOSPITAL CARE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine10UNIVERSITY MEDICAL CENTER FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine11UNIVERSITY PHYSICIANS HEALTHCARE
IRS990ScheduleI/RecipientTable/RecipientEIN0860572438
IRS990ScheduleI/RecipientTable/RecipientEIN1942958258
IRS990ScheduleI/RecipientTable/USAddress/AddressLine101501 N CAMPBELL AVENUE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine112701 E ELVIRA ROAD
IRS990ScheduleI/RecipientTable/USAddress/City0TUCSON
IRS990ScheduleI/RecipientTable/USAddress/City1TUCSON
IRS990ScheduleI/RecipientTable/USAddress/State0AZ
IRS990ScheduleI/RecipientTable/USAddress/State1AZ
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode085724
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode185756
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0FMV
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc1FMV
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION WAS FORMED AS A SUPPORTING ORGANIZATION OF UNIVERSITY PHYSICIANS HEALTHCARE (UPH). DURING FISCAL YEAR ENDED JUNE 30, 2014, THE FOUNDATION MADE CONTRIBUTIONS TO UPH. IT ALSO MERGED WITH UNIVERSITY MEDICAL CENTER FOUNDATION (UMCF) AND CONTRIBUTED ITS REMAINING ASSETS TO UMCF. SEE SCHEDULE N AND ALSO THE ATTACHED ARTICLES OF AMENDMENT AND MERGER FOR ADDITIONAL INFORMATION.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt02
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt50
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt60
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt70
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt80
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt90
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt100
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt110
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount50
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount60
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount70
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount80
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount90
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount100

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