Civic Intelligence

Uvpc Specialists Inc

EIN 20-3687536 • 501(c)3 • Dayton, OH

Profile

Uvpc specialists, inc., as a subsidiary of uvmc, serves as an integral part in achieving uvmc's mission: uvmc will strive to provide quality care that upholds the dignity of all individuals. Care will be given in a holistic manner without regard to race, religion, creed, national origin, or social status. Our health care delivery system is structured to optimize the delivery of safe, efficient, and cost-effective health care.

110 N Main St 200Dayton, OH 45402

www.premierhealth.com

Siviq Scores

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

Liabilities / Assets

85th percentile

0.73x

Higher debt load relative to assets than 85% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

41st percentile

0.16x

Higher debt load relative to revenue than 41% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

5th percentile

-65%

Higher net margin than 5% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

98th percentile

$1,348,915

Higher top officer pay than 98% of similar nonprofits.

Top officer pay equals 7.6% of source-year revenue.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Asset Growth

6th percentile

-18%

Faster asset growth than 6% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

27th percentile

-3.2%

Faster revenue growth than 27% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Assets

Down

$3,852,569

Down $833,383 (-18%) from 2023

Liabilities

Down

$2,820,504

Down $885,584 (-24%) from 2023

Net Assets

Up

$1,032,065

Up $52,201 (+5.3%) from 2023

Revenue

Down

$17,856,009

Down $593,628 (-3.2%) from 2023

Expenses

Up

$29,406,814

Up $31,724 (+0.1%) from 2023

Net Income

Down

-$11,550,805

Down $625,352 (-5.7%) from 2023

Trend Graphs

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0-$2.0MAssets 2010: $2,085,299Liabilities 2010: $279,710Net Assets 2010: $1,805,5892010Assets 2011: $2,065,785Liabilities 2011: $199,088Net Assets 2011: $1,866,6972011Assets 2012: $1,864,931Liabilities 2012: $176,718Net Assets 2012: $1,688,2132012Assets 2013: $1,691,315Liabilities 2013: $190,903Net Assets 2013: $1,500,4122013Assets 2014: $1,845,770Liabilities 2014: $706,800Net Assets 2014: $1,138,9702014Assets 2015: $3,198,471Liabilities 2015: $1,451,750Net Assets 2015: $1,746,7212015Assets 2016: $2,419,862Liabilities 2016: $2,591,843Net Assets 2016: -$171,9812016Assets 2017: $2,480,343Liabilities 2017: $2,570,506Net Assets 2017: -$90,1632017Assets 2018: $2,485,757Liabilities 2018: $3,135,991Net Assets 2018: -$650,2342018Assets 2019: $2,893,650Liabilities 2019: $1,660,445Net Assets 2019: $1,233,2052019Assets 2020: $2,570,869Liabilities 2020: $2,052,107Net Assets 2020: $518,7622020Assets 2021: $3,714,465Liabilities 2021: $2,235,231Net Assets 2021: $1,479,2342021Assets 2022: $4,128,798Liabilities 2022: $2,077,119Net Assets 2022: $2,051,6792022Assets 2023: $4,685,952Liabilities 2023: $3,706,088Net Assets 2023: $979,8642023Assets 2024: $3,852,569Liabilities 2024: $2,820,504Net Assets 2024: $1,032,0652024

Highlighted filing

2024

Assets$3,852,569
Liabilities$2,820,504
Net Assets$1,032,065

Operations Trend

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

$40M$20M$0-$20MRevenue 2010: $5,690,252Expenses 2010: $7,359,323Net Income 2010: -$1,669,0712010Expenses 2011: $9,726,3452011Expenses 2012: $9,722,4032012Revenue 2013: $7,087,342Expenses 2013: $9,875,143Net Income 2013: -$2,787,8012013Revenue 2014: $7,799,649Expenses 2014: $11,648,854Net Income 2014: -$3,849,2052014Revenue 2015: $8,385,638Expenses 2015: $13,618,767Net Income 2015: -$5,233,1292015Revenue 2016: $10,905,474Expenses 2016: $18,209,695Net Income 2016: -$7,304,2212016Revenue 2017: $11,231,102Expenses 2017: $18,172,223Net Income 2017: -$6,941,1212017Revenue 2018: $12,368,183Expenses 2018: $20,935,734Net Income 2018: -$8,567,5512018Revenue 2019: $12,810,712Expenses 2019: $20,322,502Net Income 2019: -$7,511,7902019Revenue 2020: $13,171,838Expenses 2020: $20,628,030Net Income 2020: -$7,456,1922020Revenue 2021: $14,973,988Expenses 2021: $23,156,113Net Income 2021: -$8,182,1252021Revenue 2022: $15,661,151Expenses 2022: $25,130,650Net Income 2022: -$9,469,4992022Revenue 2023: $18,449,637Expenses 2023: $29,375,090Net Income 2023: -$10,925,4532023Revenue 2024: $17,856,009Expenses 2024: $29,406,814Net Income 2024: -$11,550,8052024

Highlighted filing

2024

Revenue$17,856,009
Expenses$29,406,814
Net Income-$11,550,805

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.85$2.82$1.03$17.9$29.4$11.6
2023Summary only. Only limited summary data is available for this year.$4.69$3.71$0.98$18.4$29.4$10.9
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.13$2.08$2.05$15.7$25.1$9.47
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.71$2.24$1.48$15.0$23.2$8.18
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.57$2.05$0.52$13.2$20.6$7.46
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.89$1.66$1.23$12.8$20.3$7.51
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.49$3.14$0.65$12.4$20.9$8.57
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.48$2.57$0.09$11.2$18.2$6.94
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.42$2.59$0.17$10.9$18.2$7.30
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.20$1.45$1.75$8.39$13.6$5.23
2014Detailed filing. Detailed filing data is available for this year.$1.85$0.71$1.14$7.80$11.6$3.85
2013Detailed filing. Detailed filing data is available for this year.$1.69$0.19$1.50$7.09$9.88$2.79
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.86$0.18$1.69$9.72
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.07$0.20$1.87$9.73
2010Summary only. Only limited summary data is available for this year.$2.09$0.28$1.81$5.69$7.36$1.67
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 5, 2025
Return Version
2024v5.2
Gross Receipts
$17,952,569
Mission and Program Overview

Mission

Uvpc specialists, inc., as a subsidiary of uvmc, serves as an integral part in achieving uvmc's mission: uvmc will strive to provide quality care that upholds the dignity of all individuals. Care will be given in a holistic manner without regard to race, religion, creed, national origin, or social status. Our health care delivery system is structured to optimize the delivery of safe, efficient, and cost-effective health care.

SEE PART III, LINE 1

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$2,895,023$2,396,592▼ $498,431
Land, Buildings, and Equipment, Net$1,038,014$806,095▼ $231,919
Prepaid Expenses and Deferred Charges$296,250$304,167▲ $7,917
Savings and Temporary Cash Investments$127,017$33,260▼ $93,757
Cash and Non-Interest-Bearing Accounts$1,475$0▼ $1,475
Total Assets$4,685,952$3,852,569▼ $833,383
Other Assets Total$328,173$312,455▼ $15,718
Liabilities
Accounts Payable and Accrued Expenses$3,386,049$2,511,148▼ $874,901
Mortgage Notes Payable Secured by Investment Property$320,008$309,356▼ $10,652
Other Liabilities$31$0▼ $31
Total Liabilities$3,706,088$2,820,504▼ $885,584
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$979,864$1,032,065▲ $52,201
Total Net Assets Fund Balance$979,864$1,032,065▲ $52,201
Total Liabilities and Net Assets / Fund Balance$4,685,952$3,852,569▼ $833,383

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$472,713$2,169,836$2,642,549
Buildings$307,147$46,772$353,919
Leasehold Improvements$26,235$91,981$118,216
Other Assets Org$312,455--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sameep P Kadakia MdPHYSICIAN: SPECIALTYFT$868,339$480,576$1,348,915
Mohamedkazim M Alwani MdPHYSICIAN: SPECIALTYFT$761,743$523,977$1,285,720
Stewart I Adam Iii Md FacsPHYSICIAN: SPECIALTYFT$780,806$332,605$1,113,411
Peter G Michaelson MdPHYSICIAN: SPECIALTYFT$441,566$545,018$986,584
Norah a Foster MdPHYSICIAN: SPECIALTYFT$859,621$52,691$912,312
J Michael SimsPhh Pres (to Sep)/phh Treas (from Sep)--$686,420$686,420

Board Members and Trustees

NameTitle
Geoffrey P WalkerFormer Trustee & Officer
Kevin W HarlanFormer Trustee & Officer
Craig GangerTrustee (to Sep)/phh Pres (from Sep)
J Michael SimsPhh Pres (to Sep)/phh Treas (from Se
Cara PowersPhh Secretary
Kristina M KeanPhh Treas (to Sep)/phh VP (from Sep)
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$17,867,899
Investment Income
$0
Other Revenue
$-11,890
Change in Net Assets
$-11,550,805
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$22,923,353
Other Expenses$6,483,461
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$20,290,881--$20,290,881
Fees for Services Other$2,559,286--$2,559,286
Occupancy$1,721,403--$1,721,403
Other Employee Benefits$1,128,403--$1,128,403
Payroll Taxes$963,835--$963,835
Pension Plan Contributions$540,234--$540,234
Insurance$274,959--$274,959
Depreciation Depletion$266,940--$266,940
Office Expenses$135,020--$135,020
Other Expenses$29,369--$29,369
Travel$21,256--$21,256
Information Technology$6,724--$6,724
All Other Expenses$5,183--$5,183
Advertising$316--$316
Total Functional Expenses$29,406,814$0$0$29,406,814
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
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
Yes
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

Premier health (premier) as the operator of uvpc specialists (uvpcs) develops and oversees the implementation of the strategic plan for uvpcs, which includes (but is not limited to) such matters as location of clinical and administrative expenses and the consolidation of such services. Uvpcs shall comply with and implement this plan and shall not take any action that materially departs from this plan without premier's approval. Uvpcs shall implement any capital and operating budget so approved and/or revised for it by premier. Uvpcs shall implement the business plan approved by premier. Premier is the sole agent to negotiate all relationships with payors on behalf of uvpc with all third-party payors and alternative delivery systems including, but not limited to insurers. Uvpcs must have approval from premier to borrow in any fiscal year, guarantee in any year, or incur any lien or other encumbrance on any property in an amount equal to or greater than $1,000,000. Uvpcs must seek premier's approval for any acquisitions, sale or transfer of any material asset used in uvpcs's activities.

Form 990, Part VI, Section A, Line 6

Uvpcs has one corporate member; premier health holding company, an ohio for-profit corporation.

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

Premier has the sole authority to elect the board of trustees for uvpcs. For additional information, see the response above for form 990, part vi, section a, line 3.

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

See explanation for line 7a above.

Form 990, Part VI, Section B, Line 11B

This 990 filing and attached schedules (the return) are prepared by a staff member in the tax department of premier, with which uvpcs is affiliated. The return is reviewed by the manager and director of tax compliance of premier. After all changes from the above persons are made, the return is reviewed by the vice president/controller of premier. A final version of the return is sent to the board of trustees for review. At a board of trustees meeting, the vice president/controller of premier (or designee) shares detailed information on compensation and other key areas, as well as addresses any other questions from the board of trustees, pending their review. The 990 filing is also shared with the audit committee of premier.

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

Premier, with which uvpcs is an affiliate, requires all board members, board committee members, medical directors, supply chain division members, authorized signers, directors, executives, medical executive committee members, medical department and section chairs, physician partnership committee members, physician guidance group members, and all employed physicians to annually review the premier comprehensive conflict of interest statement, an explanatory memorandum, the antitrust compliance policy, and complete an individual questionnaire disclosing any potential conflicts as defined in the conflict of interest policy. This is accomplished either by way of an electronic communication sent out directly by the corporate compliance department or by way of a memo sent out from the chairman of the board and chief executive officer of premier. It also includes an explanatory memorandum of specific activities that might give cause to a conflict and an individual questionnaire to disclose all such activities. This questionnaire must be completed and signed by the individual. This correspondence includes a copy of the antitrust compliance policy that must be signed by the individual. All of these documents are sent to the corporate compliance department. The corporate compliance department ensures all forms are returned and retains the documents for five years. In addition, at each meeting of the board or any board committee, following approval of the previous meeting's minutes, the board or committee chair shall request any board member who perceives a potential conflict of interest on any of the meeting's agenda items to disclose the potential conflict. Additionally, at any board or board committee meeting where the subject of conflict of interest is discussed, the minutes shall contain the name of the party discussing a potential conflict of interest, the nature of the potential conflict of interest and whether a conflict of interest was found to exist. If a conflict of interest is determined by the board to exist, the member will be excused from participating in any discussion or voting on the particular agenda item. The chief compliance and enterprise risk officer reports the results of the premier conflict of interest questionnaires no less than annually to the board of trustees by way of the compliance and audit committee. This review is documented in the minutes of the meeting. Periodically, the internal audit department will review a sample of completed conflict of interest questionnaires and report the results to the compliance and audit committee. The annual conflict of interest questionnaires are individually summarized in a document and sent electronically to the finance department for any necessary disclosures required on the 990 filing.

Form 990, Part VI, Section B, Line 15

Compensation for uvpcs's ceo is reviewed and approved by premier, with which uvpcs is an affiliate, on an annual basis. The review process performed by premier follows a market based compensation philosophy designed to attract and retain the executive talent required to meet the high-performance standards of our board and our community. Premier annually reviews executive compensation survey data for a regional and national peer group of systems and hospitals that are similar in size and complexity to premier and its affiliates. The data for the survey is provided by a third-party consultant group that is independent of premier. This report includes comparability data for key executives, vice presidents, and director level positions. The independent comparability data is reviewed by the executive compensation committee on an annual basis. This committee contains three members, all of whom are independent. This committee reviews in detail the compensation for the premier ceo, coo, cfo, cco and other top executives. Other positions are reviewed at a high level for reasonableness. All the meeting minutes are documented and kept on file along with any comparability data and the consultant report. After the compensation committee reviews and approves the compensation actions, the process is audited by the internal audit department. The executive compensation committee presents the compensation actions to the premier board annually.

Form 990, Part VI, Section C, Line 19

The governing documents and financial statements are made available to the public when required by law or for accreditation purposes. The conflict of interest policy is available upon request.

Filing and Contact Details

Filer

Filer Name
Uvpc Specialists Inc
EIN
20-3687536
Phone
9374999942
Address
110 N MAIN ST 200, DAYTON, OH 45402

Signing Officer

Name
J Michael Sims
Title
System VP & Corp Controller
Phone
9374999942
Signed
2025-11-05

Organization Details

Principal Officer
J Michael Sims
Formed
2005
Legal Domicile
Oh
Voting Board Members
4
Independent Board Members
0
Employees
137
Volunteers
0
Supplemental Narrative

Additional Explanations

FORM 990, PART III, LINE 4A (CONTINUED):

2024 operating statistics for uvpc specialists, inc.: office visits: ear, nose, and throat 55,129 obstetrical/gynecological 3,061 orthopedics 11,282 outpatient behavioral health 10,268 gastroenterology 10,989 urology 6,995 surgical 4,230 ____________________________________ total 101,954 medical services are provided to all individuals, regardless of ability to pay. Individuals may be referred from upper valley medical center, upper valley professional corporation (related 501(c)(3) organization), private physicians, and other organizations. Uvpc specialists, inc. Participates in government-sponsored health care programs such as medicare and medicaid. Uvpc specialists, inc. Provides charity care to its patients, which is determined case-by-case based on the patient's individual circumstances and needs. Patients who are identified for potential charity care are asked to complete a finance statement. If the patient's family's income falls within 300% of the federal poverty guidelines, the patient qualifies for assistance under the financial assistance policy. All or part of the account will be written off to charity care, based upon a sliding fee schedule. The amounts charged to patients who are eligible for financial assistance are not more than the amounts generally billed to individuals who have insurance covering such care. We offer reasonable payment plans to those who have qualified for charity care. Patients may also qualify for charity care discounts due to a medically based catastrophic event which has occurred in their life. If a patient qualifies for this discount, he/she would only be held responsible for payment of his/her family's medical expenses up to 15% of their annual income.

FORM 990, PART IX:

Uvpcs shares expenses with and is allocated costs from its affiliate, uvpc. The only costs charged back to uvpcs are the expenses of uvpcs's program services. Therefore, there are no expenses paid by uvpcs to report in column (c) for management and general expenses.

FORM 990, PART XI, LINE 9:

Transfer from affiliate 11,603,006.

Financial Statement Notes

PART X, LINE 2:

The following footnote is from the 2024 consolidated audited financial statements for premier health (php) and affiliates. Php has been determined by the internal revenue service to be a tax-exempt non-profit corporation under section 501(c)(3) of the internal revenue code. As a tax-exempt organization, its income is exempt from federal income tax except to the extent of any unrelated business activities. Php consolidates certain subsidiaries which are for-profit corporations subject to federal income taxes. These are: * premier health holding company (phhc) (wholly owned subsidiary of php) * mvhe, inc., (and its wholly owned subsidary extended care), samaritan family care, inc., premier health specialists, inc. And premier health urgent care, inc. (wholly owned subsidiaries of phhc) management annually reviews the tax positions and has determined that there are no material uncertain tax positions.

Raw XML AppendixShowing 400 of 990 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Desc0THE PRIMARY EXEMPT PURPOSE OF UVPC SPECIALISTS, INC. IS TO PROVIDE SPECIALTY HEALTH CARE TO INDIVIDUALS IN THE COMMUNITY SERVED BY UPPER VALLEY MEDICAL CENTER, A RELATED TAX-EXEMPT HOSPITAL. AS A PART OF THE UVMC HEALTH SYSTEM, UVPC SPECIALISTS, INC. IS COMMITTED TO PRESERVING LONG-TERM ACCESS TO QUALITY HEALTH CARE SERVICES FOR MIAMI COUNTY AND THE SURROUNDING AREA. THIS ORGANIZATION WAS FORMED IN 2005 TO ASSURE ACCESS TO APPROPRIATE CARE AT AN ACCEPTABLE COST FOR PATIENTS IN A MANAGED CARE ENVIRONMENT.SEE SCHEDULE O FOR MORE INFORMATION
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IRS990/MaterialDiversionOrMisuseInd00
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IRS990/MinutesOfCommitteesInd01
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IRS990ScheduleD/OtherAssetsOrgGrp/Desc0LOANS TO PHYSICIANS
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FOLLOWING FOOTNOTE IS FROM THE 2024 CONSOLIDATED AUDITED FINANCIAL STATEMENTS FOR PREMIER HEALTH (PHP) AND AFFILIATES. PHP HAS BEEN DETERMINED BY THE INTERNAL REVENUE SERVICE TO BE A TAX-EXEMPT NON-PROFIT CORPORATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. AS A TAX-EXEMPT ORGANIZATION, ITS INCOME IS EXEMPT FROM FEDERAL INCOME TAX EXCEPT TO THE EXTENT OF ANY UNRELATED BUSINESS ACTIVITIES. PHP CONSOLIDATES CERTAIN SUBSIDIARIES WHICH ARE FOR-PROFIT CORPORATIONS SUBJECT TO FEDERAL INCOME TAXES. THESE ARE: * PREMIER HEALTH HOLDING COMPANY (PHHC) (WHOLLY OWNED SUBSIDIARY OF PHP) * MVHE, INC., (AND ITS WHOLLY OWNED SUBSIDARY EXTENDED CARE), SAMARITAN FAMILY CARE, INC., PREMIER HEALTH SPECIALISTS, INC. AND PREMIER HEALTH URGENT CARE, INC. (WHOLLY OWNED SUBSIDIARIES OF PHHC) MANAGEMENT ANNUALLY REVIEWS THE TAX POSITIONS AND HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt7301836

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