2024-05-14T14:29:27-05:00 2023-06-30 351178661 BLUE & CO LLC 2650 EASTPOINT PKWY SUITE 300 LOUISVILLE KY 40223 990 2022-07-01 273645560 UNIVERSITY OF LOUISVILLE PHYSICIANS INC UNIV 5025845270 300 EAST MARKET ST 400 LOUISVILLE KY 40202 ERIC JOST CFO 5025845270 2024-05-09 1 ERIC JOST 999009999 0 EMILIE M KNIERIEM CPA P00832283 5029923500 2024-05-09 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z ERIC JOST 300 EAST MARKET ST 400 LOUISVILLE KY 40202 354004689 0 X WWW.UOFLHEALTH.ORG X 2010 KY PROVIDE PROFESSIONAL MEDICAL SERVICES IN A VARIETY OF MEDICAL SPECIALTIES AND DISCIPLINES IN ACCORDANCE WITH THE CORPORATION'S CHARITABLE MISSION: STRENGTHEN AND BROADEN THE RANGE OF SKILLS AND PATIENT POPULATIONS AVAILABLE FOR PHYSICIANS WHO ARE UNIVERSITY OF LOUISVILLE SCHOOL OF MEDICINE (ULSM) FACULTY TO CARRY ON PATIENT CARE, TEACHING AND RESEARCH; AND AID AND SUPPORT ULSM AND ITS CLINICAL DEPARTMENTS IN THE FURTHERANCE OF THEIR CHARITABLE, EDUCATIONAL AND SCIENTIFIC MISSION AND ACTIVITIES. 13 1 3010 0 0 0 41009881 65296059 258081170 283441080 0 328 19485 5267222 299110536 354004689 3122 4067 0 0 301343006 353949768 0 0 0 93561033 88244719 394907161 442198554 -95796625 -88193865 136970051 158803537 81231447 68891716 55738604 89911821 X PROVIDE PROFESSIONAL MEDICAL SERVICES IN A VARIETY OF MEDICAL SPECIALTIES AND DISCIPLINES IN ACCORDANCE WITH THE CORPORATION'S CHARITABLE MISSION: STRENGTHEN AND BROADEN THE RANGE OF SKILLS AND PATIENT POPULATIONS AVAILABLE FOR PHYSICIANS WHO ARE UNIVERSITY OF LOUISVILLE SCHOOL OF MEDICINE (ULSM) FACULTY TO CARRY ON PATIENT CARE, TEACHING AND RESEARCH; AND AID AND SUPPORT ULSM AND ITS CLINICAL DEPARTMENTS IN THE FURTHERANCE OF THEIR CHARITABLE, EDUCATIONAL AND SCIENTIFIC MISSION AND ACTIVITIES. 0 0 371248136 4067 288689092 OPERATION OF CLINICAL DEPARTMENTS, IN FURTHERANCE OF THE ORGANIZATION'S AND ULSM'S MISSION TO PROVIDE A VARIETY OF MEDICAL SERVICES, AND BROADEN THE SKILLS AND PATIENT POPULATIONS OF ULSM TO CARRY ON RESEARCH, TEACHING AND PATIENT CARE. 371248136 1 1 0 0 0 0 0 0 0 0 1 1 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 292 0 1 3010 1 0 0 0 0 0 0 0 0 0 0 0 0 X 13 1 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 KY X THE ORGANIZATION 5025845270 300 EAST MARKET ST 400 LOUISVILLE KY 40202 KELLY MCMASTERS MD BOARD CHAIR 40.00 X X 473386 0 381 SEAN CLIFFORD MD BOARD VICE CHAIR 40.00 X X 172507 0 951 JEFFREY BUMPOUS MD DIRECTOR 40.00 X 311834 0 149 EYAS HATTAB MD SECRETARY 40.00 X X 217769 0 24385 KIM WILLIAMS MD TREASURER (BEG 08/22) 40.00 X X 129392 0 715 VALERIE BRIONES-PRYOR MD DIRECTOR 40.00 1.00 X 479073 0 44104 JOSEPH NEIMAT MD DIRECTOR 40.00 X 317121 0 361 AMIR PIRACHA MD DIRECTOR 40.00 X 727113 0 49398 JARRED J THOMAS MD DIRECTOR 40.00 X 238144 0 212 TONI GANZEL MD DIRECTOR, EX-OFFICIO (END 06/23) 3.00 40.00 X 0 675611 21182 JON BECKER MD DIRECTOR 40.00 X 24671 0 20 SOHAIL CONTRACTOR MD DIRECTOR (TERM BEG 06/23) 40.00 X 393586 0 2622 TRACI EDWARDS MD DIRECTOR 40.00 X 252598 0 32963 LARA FAKUNLE MD DIRECTOR 40.00 X 0 0 0 KEN MARSHALL COO, UOFL HEALTH, INC 3.00 43.00 X 0 950038 13497 THOMAS MILLER CEO UOFL HEALTH, INC 3.00 43.00 X 0 1623505 30314 MICHAEL DOUZUK JR CFO UOFL HEALTH, INC (END 2023) 3.00 43.00 X 0 950873 33334 ERIC JOST CFO 40.00 X 292379 0 32115 WADE MITZEL VP OPERATIONS 40.00 X 531020 0 22702 SAUNDRA DENHAM VP OF COMPLIANCE 16.00 24.00 X 288889 0 34074 DIANE PARTRIDGE SR. VP OF MARKETING 20.00 20.00 X 371096 0 12356 CYNTHIA LUCCHESE CNO 40.00 X 300653 0 21491 DEBORAH F MULLINS CIO, UOFL HEALTH 20.00 20.00 X 0 451753 11712 TERRY JOHNSON SR. VP OF HR 40.00 X 0 468661 4993 DEBORAH EDISON VP REVENUE CYCLE 40.00 X 250286 0 20293 PETER DIAKOV GENERAL COUNSEL 40.00 X 330303 0 25947 ZACHARY BOSTOCK VP CLINICAL OPS 40.00 X 286795 0 19678 KIRK STRACK CFO, UOFL HEALTH, INC (BEG 2023) 3.00 43.00 X 0 508412 29809 ARTHUR MALKANI MD PHYSICIAN 40.00 1.00 X 1359804 0 59488 RAJDEEP GAITONDE PHYSICIAN 40.00 X 1389310 0 60968 CHANDIHIRAN RANGASWAMY MD PHYSICIAN 40.00 X 1110611 0 60735 SUNNY JOSEPH MD PHYSICIAN 40.00 X 1029157 0 31300 ARUN UNMAT MD PHYSICIAN 40.00 X 938383 0 48648 12215880 5628853 750897 691 0 1 0 EVETS ENTERPRISES LLC 71 OLD PICKARD ROAD CONCORD MA 01742 CONTRACT PHYSICIAN SERVICES 797087 NEUROCARE PSC 5909 MOUNT PLEASANT DRIVE PROSPECT KY 40059 CONTRACT PHYSICIAN SERVICES 480450 Q T NGUYEN LLC 626 HICKORY AVE NICEVILLE FL 32578 CONTRACT PHYSICIAN SERVICES 389261 RAMI SLEEM MD 210 LEGENDS DRIVE BOWLING GREEN KY 42103 CONTRACT PHYSICIAN SERVICES 342359 RK REDDY LLC 3012 LONG CREEK WAY LOUISVILLE KY 40245 CONTRACT PHYSICIAN SERVICES 326880 9 205104 65090955 65296059 PATIENT SERVICE REVENUE 621999 209425089 209425089 ACADEMIC PROGRAMMATIC SUPPORT 900099 63181528 63181528 340B REVENUE 621399 9547016 9547016 MEDICAL DIRECTORSHIP 900099 1287447 1287447 283441080 328 328 19210 0 19210 19210 19210 BILLING ALLOCATION REVENUE 900099 3594986 3594986 ULRF TRANSFER REVENUE 900099 630159 630159 OTHER REVENUE SUBSIDY 900099 536340 536340 486527 486527 5248012 354004689 288689092 0 19538 4067 4067 6794441 6116105 678336 294396944 265005260 29391684 8509145 6291075 2218070 26390908 19511617 6879291 17858330 13203218 4655112 312989 312989 1238873 1238873 23349837 16770613 6579224 73944 59343 14601 1405525 1127988 277537 849794 681992 167802 23821956 15357739 8464217 723013 580246 142767 16327 13103 3224 545838 12848 532990 5813237 1483103 4330134 3554610 2852711 701899 MEDICAL AND SURGICAL SU 20187340 19782363 404977 CORPORATE ALLOCATION 3367472 3367472 EDUCATION & DEVELOPMENT 936554 751620 184934 2047410 1643125 404285 442198554 371248136 70950418 0 10379 12089 13359634 21170778 39374041 35761531 1616053 2488305 53088491 40439978 15645405 12648513 27825965 29024329 39138574 57697992 136970051 158803537 36218863 37832598 0 10931 9455447 35557137 31048187 81231447 68891716 X 55738604 89911821 55738604 89911821 136970051 158803537 X -88193865 122367082 X 0 1 X 1 1 1 X 882554 684402 294347 222607 205104 2289014 152578617 206638311 231915923 258081170 288689092 1137903113 153461171 207322713 232210270 258303777 288894196 1140192127 0 0 0 1140192127 35673241 105464 17024 19485 19538 35834752 35673241 105464 17024 19485 19538 35834752 34115547 50218471 59904826 40787274 65090955 250117073 223249959 257646648 292132120 299110536 354004689 1426143952 0.79950 0.79380 0.02510 0.02890 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 80000 80000 1369000 36638 1332362 9861915 6894470 2967445 41484514 33508870 7975644 293062 293062 12648513 INVESTMENT IN KENTUCKIANA MEDICAL RECIPROCAL RISK RETENTION GROUP 29024329 C 29024329 DUE FROM RELATED PARTIES 10332311 ESTIMATED THIRD PARTY SETTLEMENT 22796624 ROU ASSETS - OPERATING LEASE 24569057 57697992 DEANS TAX PAYABLE 3444626 OPERATING LEASE LIABILITIES 26054885 FINANCE LEASE LIABILITIES 1548676 31048187 X 355203053 1198364 1198364 354004689 0 354004689 442198554 0 442198554 0 442198554 PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE CORPORATION AND RECOGNIZE A TAX LIABILITY IF AN UNCERTAIN POSITION HAS BEEN TAKEN THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY VARIOUS FEDERAL AND STATE TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE CORPORATION AND HAS CONCLUDED THAT AS OF JUNE 30, 2023 AND 2022, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE CORPORATION HAS FILED ITS FEDERAL AND STATE INCOME TAX RETURNS FOR THE PERIODS THROUGH JUNE 30, 2022 AND IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS. HOWEVER, AS OF THE DATE THE FINANCIAL STATEMENTS WERE AVAILABLE TO BE ISSUED, THERE WERE NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THESE INCOME TAX RETURNS ARE GENERALLY OPEN TO EXAMINATION BY THE RELEVANT TAXING AUTHORITIES FOR A PERIOD OF THREE YEARS FROM THE LATER OF THE DATE THE RETURN WAS FILED OR ITS DUE DATE (INCLUDING APPROVED EXTENSIONS). PART XI, LINE 2D - OTHER ADJUSTMENTS: EQUITY IN EARNINGS OF AFFILIATES 1,198,364. X X X X 0 0 0 0 0 0 0 1 0 THOMAS MILLER CEO UOFL HEALTH, INC 0 1076144 0 537104 0 10257 0 10675 0 19639 0 1653819 0 0 RAJDEEP GAITONDE PHYSICIAN 1367550 0 0 0 21760 0 41660 0 19308 0 1450278 0 0 0 ARTHUR MALKANI MD PHYSICIAN 1354260 0 0 0 5544 0 34006 0 25482 0 1419292 0 0 0 CHANDIHIRAN RANGASWAMY MD PHYSICIAN 1067485 0 22143 0 20983 0 36333 0 24402 0 1171346 0 0 0 SUNNY JOSEPH MD PHYSICIAN 978893 0 19096 0 31168 0 29189 0 2111 0 1060457 0 0 0 ARUN UNMAT MD PHYSICIAN 921079 0 0 0 17304 0 29903 0 18745 0 987031 0 0 0 MICHAEL DOUZUK JR CFO UOFL HEALTH, INC (END 2023) 0 631792 0 302442 0 16639 0 10675 0 22659 0 984207 0 0 KEN MARSHALL COO, UOFL HEALTH, INC 0 610294 0 313913 0 25831 0 10675 0 2822 0 963535 0 0 AMIR PIRACHA MD DIRECTOR 663013 0 40988 0 23112 0 23466 0 25932 0 776511 0 0 0 TONI GANZEL MD DIRECTOR, EX-OFFICIO (END 06/23) 0 671903 0 0 0 3708 0 16739 0 4443 0 696793 0 0 WADE MITZEL VP OPERATIONS 330221 0 177006 0 23793 0 683 0 22019 0 553722 0 0 0 KIRK STRACK CFO, UOFL HEALTH, INC (BEG 2023) 0 320713 0 172119 0 15580 0 10675 0 19134 0 538221 0 0 VALERIE BRIONES-PRYOR MD DIRECTOR 478085 0 0 0 988 0 17508 0 26596 0 523177 0 0 0 KELLY MCMASTERS MD BOARD CHAIR 472000 0 0 0 1386 0 0 0 381 0 473767 0 0 0 TERRY JOHNSON SR. VP OF HR 0 277775 0 159176 0 31710 0 0 0 4993 0 473654 0 0 DEBORAH F MULLINS CIO, UOFL HEALTH 0 360925 0 89375 0 1453 0 10675 0 1037 0 463465 0 0 SOHAIL CONTRACTOR MD DIRECTOR (TERM BEG 06/23) 340013 0 25575 0 27998 0 1616 0 1006 0 396208 0 0 0 DIANE PARTRIDGE SR. VP OF MARKETING 284435 0 70125 0 16536 0 0 0 12356 0 383452 0 0 0 PETER DIAKOV GENERAL COUNSEL 262469 0 66950 0 884 0 10682 0 15265 0 356250 0 0 0 ERIC JOST CFO 242245 0 49658 0 476 0 5483 0 26632 0 324494 0 0 0 SAUNDRA DENHAM VP OF COMPLIANCE 228539 0 58250 0 2100 0 9374 0 24700 0 322963 0 0 0 CYNTHIA LUCCHESE CNO 248979 0 49447 0 2227 0 0 0 21491 0 322144 0 0 0 JOSEPH NEIMAT MD DIRECTOR 315106 0 0 0 2015 0 0 0 361 0 317482 0 0 0 JEFFREY BUMPOUS MD DIRECTOR 121499 0 189920 0 415 0 0 0 149 0 311983 0 0 0 ZACHARY BOSTOCK VP CLINICAL OPS 227362 0 59000 0 433 0 9410 0 10268 0 306473 0 0 0 TRACI EDWARDS MD DIRECTOR 250225 0 0 0 2373 0 8775 0 24188 0 285561 0 0 0 DEBORAH EDISON VP REVENUE CYCLE 197634 0 52500 0 152 0 323 0 19970 0 270579 0 0 0 EYAS HATTAB MD SECRETARY 74986 0 142541 0 242 0 833 0 23552 0 242154 0 0 0 JARRED J THOMAS MD DIRECTOR 238000 0 0 0 144 0 0 0 212 0 238356 0 0 0 SEAN CLIFFORD MD BOARD VICE CHAIR 172414 0 0 0 93 0 743 0 208 0 173458 0 0 0 PART I, LINE 7 THERE IS A SHORT-TERM INCENTIVE PLAN THAT ELIGIBLE EMPLOYEES MAY RECEIVE BASED ON MEETING CERTAIN BENCHMARKS. THE BENCHMARKS ARE ESTABLISHED BY AN INDEPENDENT THIRD PARTY COMPENSATION CONSULTANT FIRM. THE PLAN IS BASED ON MEETING FINANCIAL GOALS, DESIRED PATIENT QUALITY OUTCOMES, PATIENT SATISFACTION SCORES AND IS CONSISTENT WITH MARKET PRACTICES AND THE ORGANIZATION'S COMPENSATION PHILOSOPHY. FORM 990, PART VI, SECTION A, LINE 2 THE OFFICERS AND DIRECTORS ARE EMPLOYEES OF ULP AND FACULTY MEMBERS OF THE UNIVERSITY OF LOUISVILLE SCHOOL OF MEDICINE. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE 990 IS PROVIDED TO THE BOARD OF DIRECTORS AND THE FINANCE COMMITTEE FOR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICIES ARE DISCUSSED ANNUALLY AT THE BOARD AND EXECUTIVE COMMITTEE MEETING. FORM 990, PART VI, SECTION B, LINE 15 FOR ALL EXECUTIVE DIRECTORS, TOP MANAGEMENT OFFICIALS, OFFICERS AND KEY EMPLOYEES, THE FOLLOWING PROCESS IS USED IN DETERMINING COMPENSATION: 1) HUMAN RESOURCES (HR) HAS AN INDEPENDENT COMPANY DO A COMPARISON OF LIKE POSITIONS WITHIN THE COMMUNITY AND COME UP WITH A RANGE. THEY PREPARE A PROPOSAL THAT IS SUBMITTED TO HR FOR REVIEW. 2) A SALARY IS DETERMINED WITHIN THAT RANGE BASED ON YEARS OF SERVICE EDUCATION AND OTHER FACTORS, SUCH AS ADDITIONAL RESPONSIBILITIES. HR PREPARES A PROPOSAL TO SUBMIT TO THE CEO. 3)THE PROPOSAL, CONTAINING THE POSITION, RANGE AND FINAL COMPENSATION IS TURNED OVER TO THE CEO FOR REVIEW. 4) AFTER REVIEW, THE CEO TAKES THE PROPOSAL INFORMATION AND PRESENTS IT TO THE FINANCE COMMTTEE. 5) THE FINANCE COMMITTEE DECIDES AND VOTES ON THE COMPENSATION. THIS PROCESS IS PERFORMED ANNUALLY. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST AND BOARD APPROVAL. FORM 990, PART XI, LINE 9: EQUITY IN EARNINGS OF AFFILIATES 1,198,364. TRANSFERS FROM AFFILIATES 121,168,718. UNIV OF LOUISVILLE MED SCHOOL PRACTICE ASSOC DBA UNIVERSITY PHYSICIANS ASSO 550 SOUTH JACKSON STREET LOUISVILLE KY 40202 611250153 OPERATION OF MEDICAL CLINICS KY 501(C)(3) LINE 3 NO 0 UNIVERSITY OF LOUISVILLE UNIVERSITY OF LOUISVILLE LOUISVILLE KY 40292 611014882 OPERATION OF A UNIVERSITY KY (115) GOVERNMENT NO 0 UNIVERSITY MEDICAL CENTER 530 SOUTH JACKSON STREET LOUISVILLE KY 40202 611293786 OPERATION OF A HOSPITAL KY 501(C)(3) LINE 3 NO 0 U OF L HEALTH - LOUISVILLE INC 530 SOUTH JACKSON STREET LOUISVILLE KY 40202 843178470 OPERATION OF A HOSPITAL KY 501(C)(3) LINE 3 NO 0 U OF L HEALTH - SHELBYVILLE INC 530 SOUTH JACKSON STREET LOUISVILLE KY 40202 843196350 OPERATION OF A HOSPITAL KY 501(C)(3) LINE 3 NO 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1