Civic Intelligence

University Physician Group

990 • Fiscal year 2019 • EIN 38-3474766

Oct 01, 2018 to Sep 30, 2019 • Filed on Aug 17, 2020

400 Mack AveDetroit, MI 48201

(877) 978-3627

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$71,898,045

Flat from 2019

Net Assets

Flat

$19,064,145

Flat from 2019

Liabilities

Flat

$52,833,900

Flat from 2019

Revenue And Expenses

Revenue

Flat

$131,006,032

Flat from 2019

Expenses

Flat

$133,272,686

Flat from 2019

Net Income

Flat

-$2,266,654

Flat from 2019

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$150M$100M$50M$0Assets 2011: $84,881,272Liabilities 2011: $41,839,478Net Assets 2011: $43,041,7942011Assets 2012: $82,170,487Liabilities 2012: $36,113,737Net Assets 2012: $46,056,7502012Assets 2013: $80,309,162Liabilities 2013: $31,389,679Net Assets 2013: $48,919,4832013Assets 2014: $88,335,125Liabilities 2014: $24,702,468Net Assets 2014: $63,632,6572014Assets 2015: $68,418,727Liabilities 2015: $17,876,197Net Assets 2015: $50,542,5302015Assets 2016: $108,791,541Liabilities 2016: $67,183,768Net Assets 2016: $41,607,7732016Assets 2017: $132,564,251Liabilities 2017: $92,132,642Net Assets 2017: $40,431,6092017Assets 2018: $67,695,283Liabilities 2018: $46,364,484Net Assets 2018: $21,330,7992018Assets 2019: $71,898,045Liabilities 2019: $52,833,900Net Assets 2019: $19,064,1452019Assets 2019: $71,898,045Liabilities 2019: $52,833,900Net Assets 2019: $19,064,1452019Assets 2020: $92,543,850Liabilities 2020: $69,919,835Net Assets 2020: $22,624,0152020Assets 2021: $77,944,009Liabilities 2021: $51,489,836Net Assets 2021: $26,454,1732021Assets 2022: $70,903,111Liabilities 2022: $52,366,670Net Assets 2022: $18,536,4412022Assets 2023: $94,620,048Liabilities 2023: $80,253,520Net Assets 2023: $14,366,5282023Assets 2024: $88,687,589Liabilities 2024: $77,202,024Net Assets 2024: $11,485,5652024

Highlighted filing

2019

Assets$71,898,045
Liabilities$52,833,900
Net Assets$19,064,145

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$300M$200M$100M$0-$100MExpenses 2011: $182,786,0612011Expenses 2012: $190,585,0372012Revenue 2013: $195,404,874Expenses 2013: $191,916,746Net Income 2013: $3,488,1282013Revenue 2014: $216,528,735Expenses 2014: $197,185,323Net Income 2014: $19,343,4122014Revenue 2015: $197,645,065Expenses 2015: $207,949,123Net Income 2015: -$10,304,0582015Revenue 2016: $218,725,296Expenses 2016: $219,728,971Net Income 2016: -$1,003,6752016Revenue 2017: $193,464,478Expenses 2017: $193,192,171Net Income 2017: $272,3072017Revenue 2018: $160,275,518Expenses 2018: $168,641,152Net Income 2018: -$8,365,6342018Revenue 2019: $131,006,032Expenses 2019: $133,272,686Net Income 2019: -$2,266,6542019Revenue 2019: $131,006,032Expenses 2019: $133,272,686Net Income 2019: -$2,266,6542019Revenue 2020: $124,129,593Expenses 2020: $122,631,163Net Income 2020: $1,498,4302020Revenue 2021: $144,240,650Expenses 2021: $140,580,288Net Income 2021: $3,660,3622021Revenue 2022: $135,463,663Expenses 2022: $142,677,696Net Income 2022: -$7,214,0332022Revenue 2023: $147,596,750Expenses 2023: $148,813,946Net Income 2023: -$1,217,1962023Revenue 2024: $155,178,160Expenses 2024: $159,705,022Net Income 2024: -$4,526,8622024

Highlighted filing

2019

Revenue$131,006,032
Expenses$133,272,686
Net Income-$2,266,654
Jump To
Filing Snapshot
Filing Period
Oct 1, 2018 to Sep 30, 2019
Signed
Aug 17, 2020
Return Version
2018v3.2
Gross Receipts
$133,277,811
Mission and Program Overview

Mission

To furnish medical care and related services in an academic health care setting through employed licensed physicians holding faculty appointments in clinical departments at the wayne state university school of medicine and through other appropriately licensed physicians and health professionals.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$28,631,272$45,174,402▲ $16,543,130
Cash and Non-Interest-Bearing Accounts$21,480,337$14,554,450▼ $6,925,887
Land, Buildings, and Equipment, Net$2,029,346$1,132,399▼ $896,947
Prepaid Expenses and Deferred Charges$1,015,267$1,092,722▲ $77,455
Investments Program Related$4,137,349$47,697▼ $4,089,652
Total Assets$67,695,283$71,898,045▲ $4,202,762
Other Assets Total$10,401,712$9,896,375▼ $505,337
Liabilities
Accounts Payable and Accrued Expenses$34,363,845$40,969,098▲ $6,605,253
Mortgage Notes Payable Secured by Investment Property$11,951,150$11,544,683▼ $406,467
Other Liabilities$49,489$320,119▲ $270,630
Total Liabilities$46,364,484$52,833,900▲ $6,469,416
Net Assets / Fund Balance
Unrestricted Net Assets$21,330,799$19,064,145▼ $2,266,654
Total Net Assets Fund Balance$21,330,799$19,064,145▼ $2,266,654
Total Liabilities and Net Assets / Fund Balance$67,695,283$71,898,045▲ $4,202,762

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$684,633$22,655,187$23,339,820
Leasehold Improvements$80,540$1,986,598$2,067,138
Other Land Buildings$367,226-$367,226
Other Assets Org$9,896,375--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Luay HaddadPhysicianFT$1,175,258$1,504$1,190,937
John WebberPhysicianFT$666,100$15,679$688,197
Chaur-dong Hsu MdBoard MemberFT$530,000$1,504$569,569
Gabriel SosnePhysicianFT$538,503$1,504$540,007
Mark Juzych MdPhysicianFT$529,481$8,184$530,985
Wael Sakr MdTreasurerFT$350,002$4,331$362,006
Jack Sobel MdChairpersonFT$353,985$11,832$355,317
David Rosenberg MdBoard MemberFT$341,328$1,287$342,832
Safwan Badr MdSecretaryFT$282,678$25,394$287,009
Karen TurnerCOOFT$220,000$1,504$232,562
Charles Stanley MdPresidentFT$189,583$26,475$189,583
Donald Weaver MdBoard MemberFT$179,881$15,679$181,168
Diana GoodeVice PresideFT$40,033$1,088$41,121

Board Members and Trustees

NameTitle
Michael GehebVice Chair
Scott ThorntonBoard Member

Highest Paid Contractors

ContractorServicesLocationCompensation
The Coding Network LLCProf. Staffing324 SOUTH PALM DRIVE, Beverly Hills, CA 90212$1,331,806
Alix Partners LLPProf. StaffingPO BOX 5838, Carol Stream, IL 60197$984,474
Entech Meical StaffingContracted StafPO BOX 776419, Chicago, IL 60677$816,100
Technical YouthProf. StaffingPO BOX 55767, Indianapolis, IN 46205$742,071
Steinberg Shapire & ClarkLegal Services25925 TELEGRAPH RD, Southfield, MI 48033$658,277
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$123,080,006
Investment Income
$-2,269,840
Other Revenue
$10,195,866
Change in Net Assets
$-2,266,654
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$89,071,584
Other Expenses$44,201,102
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$67,049,686$10,447,216-$77,496,902
Fees for Services Other$13,202,580$2,300,860-$15,503,440
Occupancy$3,708,217$2,943,294-$6,651,511
Other Employee Benefits$3,329,543$1,819,028-$5,148,571
Payroll Taxes$3,828,223$596,487-$4,424,710
Office Expenses$1,560,253$2,457,113-$4,017,366
Insurance$2,379,639$533,272-$2,912,911
Pension Plan Contributions$1,731,596$269,805-$2,001,401
Fees for Services Legal$1,370,356$342,589-$1,712,945
Other Expenses$404,803$1,097,984-$404,803
Travel$354,753$26,237-$380,990
Fees for Services Accounting$28,186$7,046-$35,232
Interest-$19,996-$19,996
Total Functional Expenses$110,411,759$22,860,927$0$133,272,686
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Capital Lease Obligation$320,119
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
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI

Section a, line 2 officers have business relationships within thier respected medical fields business transactions involving interest persons. Almost all of the directors and officers of the organization also serve as officers, directors, and/or key employees of the university physician group and/or wayne state university school of medicine.

Form 990, Page 6, Part VI, Line 11B

The organization's chief financial officer reviews a draft of the 990 and then reviews the final copy og the return before filling.

Form 990, Page 6, Part VI, Line 12C

Verbal communication took place in which officers, directors, trustees and key employees were made aware of the policy and given the opportunity to explain interests that could give rise to conflicts of interest. Upg did not have a formally assigned chief compliance officer in fiscal 2019.

Form 990, Page 6, Part VI, Line 15A

The positions are hired as part of a collaborative process with wayne state university and the hiring process includes formal offer letter/contracts approved by the wsu board of governors as well as the upg board.

Form 990, Page 6, Part VI, Line 15B

Compensation is determined as part of a collaborative process with wayne state university and the hiring process includes formal offer letter approved by the wsu board of governors as well as the upg board.

Form 990, Page 6, Part VI, Line 19

A copy of the governing documents, conflict of interest policy, and financial statements are made available to the public upon request for the same period of time as set forth in public disclosure 6104(d).

Filing and Contact Details

Filer

Filer Name
University Physician Group
EIN
38-3474766
Phone
8779783627
Address
400 MACK AVE, DETROIT, MI 48201

Signing Officer

Name
Diana Goode
Title
Vice President of Fi
Phone
8779783627
Signed
2020-08-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jack Sobel Md
Formed
1999
Legal Domicile
Mi
Voting Board Members
14
Independent Board Members
6
Employees
802
Volunteers
6

Preparer

Firm
Edwards Ellis & Associates Pc
Address
2155 BUTTERFIELD DR STE 305, TROY, MI 48084-3452
Preparer
Jeffrey B Ellis CPA
Phone
2486434545
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

To furnish medical care and related services in an academic health care setting through employed licensed physicians holding faculty appointments in clinical departments at the wayne state university school of medicine and through other appropriately licensed physicians and health professionals.

Form 990, Part IX, Line 11G

Misc - other 1,018,319 0 0 transportation services 19,974 3,771 0 answering service 174,050 32,857 0 payroll service 87,366 16,493 0 billing and coding service 1,844,399 348,182 0 clinical services 592,702 111,889 0 laboratory service 8,447 1,595 0 purchased services other 4,523,805 854,734 0 contracted labor 1,930,570 364,449 0 contracted physicians 351,398 66,336 0 wsu staff salary support 61,690 11,646 0 wsu staff fringe support 18,218 3,439 0 wsu medical resident support 43,222 8,159 0 wsu faculty salsry support 2,004,140 378,337 0 wsu faculty fridge support 524,280 98,973 0 total 13,202,580 2,300,860 0

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IRS990/MinutesOfCommitteesInd0true
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IRS990/MissionDesc0TO FURNISH MEDICAL CARE AND RELATED SERVICES IN AN ACADEMIC HEALTH CARE SETTING THROUGH EMPLOYED LICENSED PHYSICIANS HOLDING FACULTY APPOINTMENTS IN CLINICAL DEPARTMENTS AT THE WAYNE STATE UNIVERSITY SCHOOL OF MEDICINE AND THROUGH OTHER APPROPRIATELY LICENSED PHYSICIANS AND HEALTH PROFESSIONALS.
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IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt03329543
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IRS990/OtherExpensesGrp/Desc1CONTRIBUTIONS AND OTHER
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IRS990/ProgSrvcAccomActy3Grp/Desc0ESTABLISH AND CONDUCT REGULATORY COMPLIANCE PROGRAMS COVERING ALL DEPARTMENTS OF THE CORPORATION APPLICABLE TO HEALTH CARE SERVICES FURNISHED TO TEACHING PATIENTS AND TO OTHERS.
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Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$88.7$77.2$11.5$155$160$4.53
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$94.6$80.3$14.4$148$149$1.22
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$70.9$52.4$18.5$135$143$7.21
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$77.9$51.5$26.5$144$141$3.66
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$92.5$69.9$22.6$124$123$1.50
2019Detailed filing. Detailed filing data is available for this year.$71.9$52.8$19.1$131$133$2.27
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$71.9$52.8$19.1$131$133$2.27
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$67.7$46.4$21.3$160$169$8.37
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$133$92.1$40.4$193$193$0.27
2016Detailed filing. Detailed filing data is available for this year.$109$67.2$41.6$219$220$1.00
2015Detailed filing. Detailed filing data is available for this year.$68.4$17.9$50.5$198$208$10.3
2014Detailed filing. Detailed filing data is available for this year.$88.3$24.7$63.6$217$197$19.3
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$80.3$31.4$48.9$195$192$3.49
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$82.2$36.1$46.1$191
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$84.9$41.8$43.0$183