2024-05-06T17:27:14-05:00 2023-06-30 FORVIS LLP 1201 Walnut Suite 1700 Kansas City MO 641062246 990 2022-07-01 431946384 TRUMAN MEDICAL CENTER PROFESSIONAL AND GENERAL LIABILITY SELF INSURANCE TRUST % JOLIE L JUSTUS TRUM 8164043625 2301 HOLMES STREET KANSAS CITY MO 64108 JOLIE L JUSTUS SECRETARY 8164043639 2024-05-15 true JEROME S TILZER XXX-XX-XXXX Michael J Engle P00482834 8162216300 2024-05-15 2 2022 2023-04-26 12:10:37Z JEROME S TILZER CPA 2301 HOLMES STREET KANSAS CITY MO 64108 11379518 false X WWW.UNIVERSITYHEALTHKC.ORG X 2001 MO TO SUPPORT BOTH UNIVERSITY HEALTH AND UNIVERSITY HEALTH PHYSICIANS BY PROVIDING A PROGRAM OF INSURANCE FOR THEIR EMPLOYEES AND MEDICAL PROVIDERS. 7 2 0 2 0 0 0 0 2521750 3741616 2019996 719755 0 0 4541746 4461371 0 0 0 0 0 0 0 0 0 4697393 5324620 4697393 5324620 -155647 -863249 21692030 22595759 20102029 20915075 1590001 1680684 X SEE SCHEDULE O false false 5324620 0 3741616 IMPROVE PATIENT CARE AND PROMOTE THE HEALTH OF THE COMMUNITY BY PROTECTING AGAINST RISKS OF LIABILITY IN A COST-EFFECTIVE WAY THROUGH PROFESSIONAL AND GENERAL LIABILITY SELF-INSURANCE COVERAGE FOR UNIVERSITY HEALTH AND UNIVERSITY HEALTH PHYSICIANS AND THEIR RESPECTIVE EMPLOYEES. 5324620 true false false false false false false false false false false false false false false false false true false false false false false false false false false false false true false false false false false false false false false false false false false true false false false true 38 0 true 0 false false false false false false false false false false false false X 7 2 true false false false false false false true true false false false true true true false true false false false MO X JOLIE L JUSTUS 8164043639 2301 HOLMES STREET KANSAS CITY MO 64108 MARK T STEELE MD MANAGEMENT COMMITTEE MEMBER 1.0 50.0 X 0 785031 74858 JOHN GIANINO MD MANAGEMENT COMMITTEE MEMBER 1.0 40.0 X 0 705667 121169 JOLIE L JUSTUS MANAGEMENT COMMITTEE SECRETARY 1.0 40.0 X 0 369542 93590 AMY D MCTAGGART MANAGEMENT COMMITTEE MEMBER 1.0 40.0 X 0 356835 74348 LAUREN VESTAL MD MANAGEMENT COMMITTEE MEMBER 1.0 50.0 X 0 295495 57254 RICHARD E BUTIN MD MANAGEMENT COMMITTEE MEMBER 1.0 50.0 X 0 258412 51801 JEROME S TILZER MANAGEMENT COMMITTEE CHAIR 1.0 0.0 X X 0 0 0 ANN MESLE MANAGEMENT COMMITTEE MEMBER 1.0 0.0 X 0 0 0 0 2770982 473020 0 false true false 0 0 PARTICIPANT CONTRIBUTIONS 525100 3741616 3741616 3741616 72143 72143 0 0 0 0 0 7565759 6918147 647612 647612 647612 0 0 0 0 0 0 0 0 0 0 4461371 3741616 0 719755 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1324 1324 0 0 0 0 0 0 0 0 0 0 LITIGATION EXPENSES 4665056 4665056 CONTRACT EXPENSES 658240 658240 5324620 5324620 0 0 0 0 2315233 2418572 0 0 1393990 615387 0 0 0 0 0 0 0 0 69214 46664 0 0 17913593 19515136 0 0 0 0 0 0 0 0 21692030 22595759 20102029 20915075 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 20102029 20915075 X 1590001 1680684 0 0 1590001 1680684 21692030 22595759 -863249 953932 X false true X true false X X 2 UNIVERSITY HEALTH 440661018 3 true 3727234 0 UNIVERSITY HEALTH PHYSICIANS 431009163 10 true 1597386 0 2 5324620 0 true false false false false false false false false false false false false false false true 863523142 953932 948188357 949142289 -85619147 90080518 90080518 4461371 854373526 939129424 939129424 -84755898 90080518 90080518 5324620 SCHEDULE D, PART XI, LINE 2 MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. SCHEDULE D, PART XI, LINE 2D RELATED ORGANIZATION REVENUE $ 948,188,357 SCHEDULE D, PART XI, LINE 4B ELIMINATION ENTRIES $ 90,080,518 SCHEDULE D, PART XII, LINE 2D RELATED ORGANIZATION EXPENSES $ 939,129,424 SCHEDULE D, PART XII, LINE 4B ELIMINATION ENTRIES $ 90,080,518 false true false false false false false false false JOHN GIANINO MD MANAGEMENT COMMITTEE MEMBER 0 608254 0 1030 0 96383 0 83840 0 37329 0 826836 0 89087 AMY D MCTAGGART MANAGEMENT COMMITTEE MEMBER 0 315134 0 11060 0 30641 0 42615 0 31733 0 431183 0 28709 MARK T STEELE MD MANAGEMENT COMMITTEE MEMBER 0 607549 0 170600 0 6882 0 44900 0 29958 0 859889 0 0 RICHARD E BUTIN MD MANAGEMENT COMMITTEE MEMBER 0 202492 0 48652 0 7268 0 20595 0 31206 0 310213 0 0 LAUREN VESTAL MD MANAGEMENT COMMITTEE MEMBER 0 265532 0 27185 0 2778 0 23731 0 33523 0 352749 0 0 JOLIE L JUSTUS MANAGEMENT COMMITTEE SECRETARY 0 327910 0 39700 0 1932 0 68718 0 24872 0 463132 0 0 FORM 990, PART VII; SCHEDULE J, PART II COMPENSATION FOR AMY D. MCTAGGART, JOLIE L. JUSTUS, AND JOHN GIANINO MD IS PROVIDED BY UNIVERSITY HEALTH, A RELATED ORGANIZATION. COMPENSATION FOR RICHARD E. BUTIN MD, MARK T. STEELE MD, AND LAUREN VESTAL MD IS PROVIDED BY UNIVERSITY HEALTH PHYSICIANS, A RELATED ORGANIZATION. SCHEDULE J, PART I, LINE 4B 2022 2022 2022 ACCRUAL DISTRIBUTION TOTAL JOHN GIANINO, MD $ 51,148 $ 89,087 $ 140,235 JOLIE L. JUSTUS $ 56,518 $ - $ 56,518 AMY D. MCTAGGART $ 33,259 $ 28,709 $ 61,968 FORM 990, PART III, LINE 1 THE ORGANIZATION SUPPORTS THE ACTIVITY OF BOTH UNIVERSITY HEALTH AND UNIVERSITY HEALTH PHYSICIANS, WHICH ARE 501(C)(3) ORGANIZATIONS, BY PROVIDING A PROGRAM OF INSURANCE TO COVER THE ACTIVITIES OF THE HOSPITAL, ITS EMPLOYEES, AND UHP AND ITS EMPLOYEES. COVERAGE AND SUPPORT IS ALSO PROVIDED TO THE UNIVERSITY HEALTH FOUNDATION. FORM 990, PART VI, SECTION A, LINE 2 ALL OFFICERS AND DIRECTORS EXCEPT ANN MESLE AND JEROME S. TILZER HAVE BUSINESS RELATIONSHIPS WITH EACH OTHER. THE ORGANIZATION'S OTHER OFFICERS AND DIRECTORS ARE ALSO OFFICERS, DIRECTORS AND/OR EMPLOYEES OF UNIVERSITY HEALTH AND/OR UNIVERSITY HEALTH PHYSICIANS, BOTH OF WHICH ARE RELATED ORGANIZATIONS. FORM 990, PART VI, SECTION B, LINE 11B AN INDEPENDENT ACCOUNTING FIRM PREPARES AND REVIEWS THE 990. THE 990 IS THEN REVIEWED BY THE ORGANIZATION'S MANAGEMENT COMMITTEE CHAIR, WHO IS A PRACTICING CPA. ANY QUESTIONS AND CONCERNS THE MANAGEMENT COMMITTEE CHAIR HAS ARE ADDRESSED AND ANY CORRECTIONS OR CLARIFICATIONS THAT NEED TO BE MADE ARE MADE. THE FINAL FORM 990 WITH ALL REQUIRED SCHEDULES IS THEN FILED. FORM 990, PART VI, SECTION B, LINE 12C ALL COMMITTEE MEMBERS ARE REQUIRED TO DISCLOSE IN WRITING TO THE MANAGEMENT COMMITTEE ANY PROPRIETARY OR OTHER FINANCIAL INTEREST THEY MAY HAVE OR ANTICIPATE HAVING IN ANY ORGANIZATION WITH WHICH THE ORGANIZATION DOES BUSINESS IN ORDER THAT A DETERMINATION MAY BE MADE AS TO WHETHER ANY CONFLICT OF INTEREST IS PRESENT. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. UNIVERSITY HEALTH 2301 HOLMES STREET KANSAS CITY MO 64108 440661018 HOSPITAL MO 501(C)(3) 03 NA false UNIVERSITY HEALTH PHYSICIANS 2310 HOLMES STREET SUITE 800 KANSAS CITY MO 64108 431009163 PHYSICIANS MO 501(C)(3) 10 NA false false false false false false false false false false false false false false true true true false true true