2025-11-13T08:20:29-06:00 2024-12-31 222027092 WITHUM SMITH & BROWN PC 424 MAIN STREET SUITE 800 BUFFALO NY 142023508 990 2024-01-01 222682421 UNITED HEALTH SERVICES INC UNIT 6077622107 20-42 MITCHELL AVENUE BINGHAMTON NY 13903 JOHN CARRIGG PRESIDENT / CEO 6077622107 2025-11-13 0 MARY MADONIA P00405803 7168472651 2024 2025-03-06 01:10:19Z JOHN CARRIGG 20-42 MITCHELL AVENUE BINGHAMTON NY 13903 12960877 0 X WWW.NYUHS.ORG X 1984 NY -HEALTH CARE SYSTEM PLANNING AND COORDINATING. 15 13 17 13 0 0 0 0 11320296 12814770 86167 102715 21409 43392 11427872 12960877 45000 30000 0 0 2367895 4699919 0 0 0 8711027 9489148 11123922 14219067 303950 -1258190 27561973 26718213 3911086 5793600 23650887 20924613 UNITED HEALTH SERVICES, INC. IS THE PARENT CORPORATION RESPONSIBLE FOR GOVERNING, PLANNING, COORDINATING, MONITORING AND SUPPORTING SYSTEM DEVELOPMENT. ITS MISSION IS TO IMPROVE THE HEALTH OF THOSE WE SERVE THROUGH OUR COMMITTMENT TO EXCELLENCE IN ALL THAT WE DO. 0 0 12854036 30000 12814770 UNITED HEALTH SERVICES, INC. IS THE NOT-FOR-PROFIT, TAX-EXEMPT PARENT OF THE UNITED HEALTH SERVICES, INC. HEALTHCARE SYSTEM. ITS MISSION IS TO IMPROVE THE HEALTH OF THOSE THAT OUR SYSTEM MEMBERS SERVE THROUGH OUR COMMITTMENT TO EXCELLENCE IN ALL THAT WE DO. ADDITIONALLY, UNITED HEALTH SERVICES, INC. GOVERNS THE ACTIVITIES OF THE SYSTEM'S MEMBERS TO ENSURE A COMPREHENSIVE, WELL ORGANIZED NETWORK OF HIGH QUALITY AFFORDABLE HEALTHCARE SERVICES FOR THEIR SERVICE AREAS. 43392 43392 12854036 1 0 0 1 0 0 0 0 0 1 1 0 1 1 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 1 33 0 1 17 1 0 0 0 0 0 0 0 0 0 0 0 0 X 15 13 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 NY X JOHN KLEESPIES - CONTROLLER 6077623021 20 MITCHELL AVENUE BINGHAMTON NY 139031617 PETER NEWMAN CHAIRMAN/BOARD MEMBER 2.00 2.00 X X 0 0 0 BRUCE BOWLING MD V CHAIR/BOARD MEMBER (TO MAY 2024) 2.00 2.00 X X 0 0 0 LINDA BEST BOARD MEMBER/ VICE CHAIR 2.00 2.00 X X 0 0 0 KEITH CHADWICK TREASURER/BOARD MEMBER 2.00 2.00 X X 0 0 0 JOHN CARRIGG PRESIDENT/CEO/BOARD MEMBER 55.00 8.00 X X 1386812 0 50729 JEROME CANNY BOARD MEMBER 2.00 2.00 X 0 0 0 RAJESH DAVE MD EXECUTIVE VP/BOARD MEMB 13.75 2.00 X X 167809 0 3785 ERIC LARSEN BOARD MEMBER (TO MAY 2024) 2.00 2.00 X 0 0 0 REV LARRY LIGHT BOARD MEMBER 2.00 2.00 X 0 0 0 JOE MIRABITO BOARD MEMBER 2.00 X 0 0 0 MATHEW SALANGER SR STRATEGIC ADVISOR/BOARD MEMBER 2.00 2.00 X 0 0 0 JOSEPH STAGLIANO BOARD MEMBER/ SECRETARY 2.00 X X 0 0 0 JAMES TALLON BOARD MEMBER (TO MAY 2024) 2.00 X 0 0 0 LORI WELCH BOARD MEMBER 2.00 X 0 0 0 LEONARD ANDERSON MD BOARD MEMBER 2.00 X 0 0 0 JAMES PEDUTO BOARD MEMBER 2.00 X 0 0 0 WILLIAM SCANNELL BOARD MEMBER 2.00 X 0 0 0 ANN TENG BOARD MEMBER 2.00 X 0 0 0 KAY BOLAND RN SR VP / CNO / COO 55.00 2.00 X 734575 0 31579 JAMES SMITH VP / CFO 55.00 X 575370 0 31015 CARRIE DAVIS VP - COMMUNITY RELATIONS 55.00 X 231905 0 6368 SHERI LAMOUREUX VP - HUMAN RESOURCES 55.00 X 384432 0 15693 DEBORAH PLATZ VP - GENERAL COUNSEL 55.00 X 429209 0 24764 AFZAL REHMAN MD PHD SR VP/CIO 55.00 X 828844 0 39764 DANIELLE DONLIN VP - PHYSICIAN PRACTICE 55.00 X 346511 0 14616 PEGGY THOMAS VP/CHIEF NURSING OFFICER 55.00 X 350600 0 48455 HEATHER MILLER SR ASSOC.ASST GENERAL COUN 55.00 X 225631 0 42475 PAT WILLIAMS SR DIR STRATEGIC PLANNING 55.00 X 162384 0 39502 CHRISTINA DOLAN DIR PUBLIC POLICY & PLANNIING 55.00 X 131150 0 26079 GINA KITTEK DIRECTOR RISK MANAGEMENT 55.00 X 147909 0 19037 HEATHER HAGLUND SR ASSOC.ASST GENERAL COUN 55.00 X 239447 0 34531 6342588 0 428392 15 0 1 1 HARTER SECREST & EMERY LLP 1600 BAUSCH LOMB PLACE ROCHESTER NY 14604 LEGAL 558691 INDEED INC MAIL CODE 5160 PO BOX 660367 DALLAS TX 75266 RECRUITMENT 541626 SPECTRUM REACH PO BOX 936671 ATLANTA GA 31193 ADVERTISING/COMMUNICATIONS 383543 PARK OUTDOOR ADVERTISING INC PO BOX 4680 ITHACA NY 14852 ADVERTISING/COMMUNICATIONS 324685 NRC HEALTH PO BOX 30094 OMAHA NE 68103 ADVERTISING/COMMUNICATIONS 192092 17 SHARED SERVICES 900099 12814770 12814770 12814770 102715 102715 OTHER INCOME 900099 43392 43392 43392 12960877 12858162 0 102715 X 30000 30000 4069374 3678714 390660 485137 438564 46573 145408 131449 13959 116472 105291 11181 76719 69354 7365 34248 30960 3288 3431750 3102302 329448 406062 367080 38982 10570 9555 1015 15873 14349 1524 4834228 4370142 464086 15733 14223 1510 29646 26800 2846 LICENSES AND TAXES 278263 251550 26713 DUES 152257 137640 14617 BOARD RELATED ACTIVITY 43947 39728 4219 BOOKS/MAG SUBSCRIPTIONS 18583 16799 1784 24797 19536 5261 14219067 12854036 1365031 0 1381558 988518 435601 456756 329693 407140 385467 249071 1915 136396 13704287 10081811 11708919 14647592 27561973 26718213 238661 74091 3672425 5719509 3911086 5793600 X 23650887 20924613 23650887 20924613 27561973 26718213 X -1258190 -1468084 X X 0 1 X 1 0 X 374757 374757 10528739 10935942 9647327 11341705 12858162 55311875 10903496 10935942 9647327 11341705 12858162 55686632 0 0 0 55686632 8689 86167 102715 197571 8689 86167 102715 197571 10912185 10935942 9647327 11427872 12960877 55884203 0.99650 0.99800 0.00350 0.00200 X 0 0 0 0 0 0 0 0 1 34248 34248 0 PART II-B, LINE 1: UNITED HEALTH SERVICES, INC HAS LIMITED LOBBYING ACTIVITIES. ACTIVITIES ARE CONDUCTED ON THE ORGANIZATION'S BEHALF THROUGH MEMBERSHIP IN THE IROQUOIS HEALTHCARE ALLIANCE. (990, PAGE 10, LINE 11) 10719790 265924 1620599 293173 12899486 12924441 209080 2589444 -5003175 10719790 17333097 269296 -3024770 -1653182 12924441 15561233 254112 1672258 -154506 17333097 13620897 384364 1772909 -216937 15561233 1.00000 1 0 385467 249071 136396 136396 VHA ENTERPRISES 225000 C INVEST IN SOUTHERN NEW YORK INDEMNITY 9856811 C 10081811 BENEFICIAL INTEREST IN UHS FOUNDATION ASSETS 12899486 DUE FROM AFFILIATES 1748106 14647592 ACCRUED PENSION CONTRIB LIABILITY & EQUITY 728509 ACCRUED PENSION COSTS - LONG TERM -150963 OTHER 5141963 5719509 X PART V, LINE 4: THE USE OF ENDOWMENT FUNDS RECEIVED FROM THE UNITED HEALTH SERVICES FOUNDATION ARE IN ACCORDANCE WITH THE DONORS' WISHES AND GENERAL USE. THE UNRESTRICTED INTEREST IN THE UHS FOUNDATION IS BOARD DESIGNATED. PART X, LINE 2: THE CONSOLIDATED FINANCIAL STATEMENT PACKAGE FOR UNITED HEALTH SERVICES, INC. CONTAINED THE FOLLOWING FOOTNOTE 1 (U): ALL OF THE ENTITIES INCLUDED IN THE COMBINED FINANCIAL STATEMENTS EXCEPT PATHWAYS HEALTH MANAGEMENT, INC. AND SOUTHERN NEW YORK INDEMNITY COMPANY, LLC ARE NOT-FOR-PROFIT CORPORATIONS AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND ARE GENERALLY EXEMPT FROM FEDERAL INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE INTERNAL REVENUE CODE. AS OF DECEMBER 31, 2024 AND 2023, THE CORPORATION DID NOT HAVE ANY UNRECOGNIZED TAX BENEFITS OR ANY RELATED ACCRUED INTEREST OR PENALTIES. THE TAX YEARS OPEN TO EXAMINATION BY FEDERAL AND STATE TAXING AUTHORITIES ARE 2021 THROUGH 2024. THE CORPORATION DOES NOT ANTICIPATE THAT THE TOTAL UNRECOGNIZED TAX BENEFITS WILL CHANGE IN THE NEXT TWELVE MONTHS. 1 UNITED WAY OF BROOME COUNTY PO BOX 550 BINGHAMTON NY 13902 150564074 501(C)(3) 30000 0 CONTRIBUTION 1 PART I, LINE 2: THE BOARD APPROVES ALL GRANTS. X X X X 0 1 0 0 0 0 0 0 0 JOHN CARRIGG PRESIDENT/CEO/BOARD MEMBER 1261668 0 118000 0 7144 0 10350 0 40379 0 1437541 0 0 0 AFZAL REHMAN MD PHD SR VP/CIO 777644 0 51200 0 0 0 10350 0 29414 0 868608 0 0 0 KAY BOLAND RN SR VP / CNO / COO 679675 0 54900 0 0 0 10350 0 21229 0 766154 0 0 0 JAMES SMITH VP / CFO 534170 0 41200 0 0 0 10350 0 20665 0 606385 0 0 0 DEBORAH PLATZ VP - GENERAL COUNSEL 402309 0 26900 0 0 0 10238 0 14526 0 453973 0 0 0 SHERI LAMOUREUX VP - HUMAN RESOURCES 361232 0 23200 0 0 0 10350 0 5343 0 400125 0 0 0 PEGGY THOMAS VP/CHIEF NURSING OFFICER 328400 0 22200 0 0 0 10350 0 38105 0 399055 0 0 0 DANIELLE DONLIN VP - PHYSICIAN PRACTICE 325711 0 20800 0 0 0 9967 0 4649 0 361127 0 0 0 HEATHER HAGLUND SR ASSOC.ASST GENERAL COUN 239447 0 0 0 0 0 7334 0 27197 0 273978 0 0 0 HEATHER MILLER SR ASSOC.ASST GENERAL COUN 225631 0 0 0 0 0 7169 0 35306 0 268106 0 0 0 CARRIE DAVIS VP - COMMUNITY RELATIONS 220005 0 11900 0 0 0 2319 0 4049 0 238273 0 0 0 PAT WILLIAMS SR DIR STRATEGIC PLANNING 162384 0 0 0 0 0 2568 0 36934 0 201886 0 0 0 RAJESH DAVE MD EXECUTIVE VP/BOARD MEMB 154909 0 12900 0 0 0 0 0 3785 0 171594 0 0 0 GINA KITTEK DIRECTOR RISK MANAGEMENT 147909 0 0 0 0 0 4492 0 14545 0 166946 0 0 0 CHRISTINA DOLAN DIR PUBLIC POLICY & PLANNIING 131150 0 0 0 0 0 4125 0 21954 0 157229 0 0 0 FORM 990, PART VII, SECTION A, LINE 5, UNRELATED ORGANIZATION DETAIL; INDIVIDUAL: AFZAL REHMAN, CHIEF INFORMATION OFFICER, COMPENSATION RECEIVED FROM UNRELATED ORGANIZATION: UNITED MEDICAL ASSOCIATES (UMA), UMA BILLS BACK 24% OF REHMAN'S COMPENSATION TO UHS INC. TOTAL COMPENSATION ON W-2 IS 100% UHS INC: $828,844 FORM 990, PART II; THE ORGANIZATION DOES NOT COMPENSATE FOR BOARD MEMBER SERVICE. THE SALARIES LISTED ARE FOR SERVICE AS EMPLOYEES. FORM 990, PART VI, SECTION B, LINE 11B THE 990 PREPARATION AND FILING IS THE RESPONSIBILITY OF THE UNITED HEALTH SERVICES, INC. MANAGEMENT, AS DELEGATED BY THE UNITED HEALTH SERVICES, INC. BOARD OF DIRECTORS. THE UHS FINANCE DIVISION PREPARES THE 990 WHICH IS THEN REVIEWED BY THE UNITED HEALTH SERVICES, INC.'S CFO, PRESIDENT AND INDEPENDENT AUDITORS PRIOR TO FILING. A SUMMARY OF KEY ELEMENTS OF THE 990 IS SHARED WITH THE BOARD OF DIRECTORS FOR INFORMATIONAL PURPOSES. FORM 990, PART VI, SECTION B, LINE 12C A WRITTEN CONFLICT OF INTEREST POLICY WAS ADOPTED BY THE COMPANY IN MAY OF 2013. DIRECTORS, OFFICERS AND KEY EMPLOYEES SUBMIT CONFLICT OF INTEREST STATEMENTS ANNUALLY WHICH ARE REVIEWED BY THE CEO AND BOARD CHAIRMAN. FORM 990, PART VI, SECTION B, LINE 15 IT IS THE PHILOSOPHY OF UNITED HEALTH SERVICES, INC. THAT ALL STAFF, INCLUDING THE EXECUTIVE STAFF, BE COMPENSATED FAIRLY FOR THEIR WORK. BASE SALARY LEVELS, INCENTIVE/BONUS PROGRAMS AND BENEFIT PLANS ARE STRUCTURED TO CONSIDER LOCAL, REGIONAL AND NATIONAL MARKETS FOR SIMILAR PERSONNEL TO ALLOW UNITED HEALTH SERVICES, INC. TO RECRUIT, MOTIVATE, REWARD, RECOGNIZE AND RETAIN HIGHLY TALENTED EXECUTIVES WITH THE SKILLS REQUIRED TO FULFILL ITS MISSION. THE EXECUTIVE COMPENSATION PROGRAM MUST FOCUS EXECUTIVES' ATTENTION ON UHS'S STRATEGIC INITIATIVES AND MISSION CRITICAL PERFORMANCE OBJECTIVES THAT WILL LEAD TO THE ORGANIZATION'S AND SYSTEM'S SUCCESS. TO CARRY OUT THIS COMPENSATION PROGRAM, THE UNITED HEALTH SERVICES, INC. BOARD OF DIRECTORS' EXECUTIVE COMPENSATION COMMITTEE REVIEWS ANNUALLY A COMPREHENSIVE REPORT PREPARED BY AN EXTERNAL COMPENSATION FIRM, SULLIVAN COTTER ASSOCIATES, TO DETERMINE THE APPROPRIATENESS OF THE BASE AND TOTAL COMPENSATION LEVELS FOR THE SENIOR MANAGEMENT STAFF. THIS ANNUAL REPORT FOCUSES ON TWO KEY AREAS: 1)THE COMPETITIVENESS OF THE SENIOR MANAGEMENT STAFF'S BASE AND TOTAL COMPENSATION (INCLUDING BENEFITS) VS. NATIONAL BENCHMARK DATA FOR COMPARABLY SIZED HEALTH CARE SYSTEMS AND HOSPITALS (BASED UPON 'TOTAL REVENUE' METRICS), AND 2) A 'REASONABLE ASSESSMENT' CONSISTENT WITH THE U. S. TREASURY DEPARTMENT REGULATIONS GOVERNING EXECUTIVE COMPENSATION FOR NOT-FOR-PROFIT ORGANIZATIONS. THE DATA FROM THIS REPORT ASSISTS THE EXECUTIVE COMMITTEE IN DETERMINING THE APPROPRIATENESS OF THE SENIOR MANAGEMENTS' CURRENT BASE AND TOTAL COMPENSATION LEVELS AND THE NEED FOR ANY ADJUSTMENTS FOR THAT CALENDAR YEAR. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION PROVIDES FORM 1023, FORM 990 AND OTHER INFORMATION REQUIRED UNDER INTERNAL REVENUE SERVICE REGULATIONS TO THE PUBLIC, UPON REQUEST. FORM 990, PART IX, LINE 5 GINA KITTEK, AFZAL REHMAN, HEATHER MILLER, PAT WILLIAMS, HEATHER HAGLUND AND CHRISTINA DOLAN ARE PAID DIRECTLY BY UHS, INC. UHS HOSPITALS IS A COMMON PAYMASTER FROM WHICH THE W-2S ARE ISSUED FOR RAJESH DAVE MD, JOHN CARRIGG, KAY BOLAND, JAMES SMITH, PEGGY THOMAS, SHERI LAMOUREUX, DANIELLE DONLIN, CARRIE DAVIS AND DEBORAH PLATZ. FORM 990, PART XI, LINE 9: CHANGE IN UNRESTRICTED INTEREST IN NET ASSETS OF UHS FOUNDATION,INC 2,179,696. CHANGE IN ACCRUED PENSION COSTS - LONG TERM -25,306. CHANGE IN EQUITY INTEREST IN SNYICL -3,622,474. FORM 990, PART XII, LINE 2C THE UHS, INC AUDIT IS DONE IN CONJUNCTION WITH THE CONSOLIDATION FINANCIAL STATEMENT AUDIT AND REVIEWED AT THE UHS INC'S BOARD OF DIRECTORS LEVEL. THE BOARD IS RESPONSIBLE FOR OVERSEEING THE AUDIT OF UHS, INC'S FINANCIAL STATEMENTS. THE BOARD OF DIRECTORS ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT AND SELECTION OF THE INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEARS. NEITHER THE PROCESS FOR THE OVERSIGHT FOR THE AUDIT NOR THE PROCESS FOR THE SELECTION OF THE INDEPENDENT ACCOUNTANT CHANGED DURING THE YEAR. THE BOARD OF DIRECTORS ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND SELECTION OF THE INDEPENDENT ACCOUNTANT. SOUTHERN NEW YORK INDEMNITY COMPANY 126 COLLEGE ST SUITE 400 BURLINGTON VT 05401 463254034 CAPTIVE INSURANCE COMPANY VT 2943566 25279411 UNITED HEALTH SERVICES INC UNITED HEALTH SVCS HOSPITALS INC 33-57 HARRISON ST JOHNSON CITY NY 13790 161165049 HOSPITAL NY 501(C)(3) 3 UNITED HEALTH SERVICES INC 0 PROFESSIONAL HOME CARE INC 601 RIVERSIDE DRIVE JOHNSON CITY NY 13790 161261977 HOME HEALTH CARE NY 501(C)(3) 10 UNITED HEALTH SERVICES INC 0 IDEAL SENIOR LIVING CENTER INC 508 HIGH ST ENDICOTT NY 13760 222902896 SENIOR LIVING CENTER NY 501(C)(3) 3 UNITED HEALTH SERVICES INC 0 IDEAL SR LIVING CTR HOUSING CORP 508 HIGH ST ENDICOTT NY 13760 222902899 SENIOR HOUSING NY 501(C)(3) 10 UNITED HEALTH SERVICES INC 0 CHENANGO MEMORIAL HOSPITAL INC 179 N BROAD ST NORWICH NY 13815 150532180 HOSPITAL NY 501(C)(3) 3 UNITED HEALTH SERVICES INC 0 DELAWARE VALLEY HOSPITAL INC ONE TITUS PLACE WALTON NY 13856 150524324 HOSPITAL NY 501(C)(3) 3 UNITED HEALTH SERVICES INC 0 TWIN TIER HOME HEALTH INC 601 RIVERSIDE DRIVE JOHNSON CITY NY 13790 222438211 HOME HEALTH CARE NY 501(C)(3) 10 UNITED HEALTH SERVICES INC 0 PATHWAY HEALTH MGMT INC 20 MITCHELL AVENUE BINGHAMTON NY 13903 161228654 WINDING DOWN OF MGMT SVCS TO SUSQUEHANNA MED. ASSOC. NY UNITED HEALTH SERVICES INC C 0.50000 0 0 0 0 1 0 0 0 0 0 0 0 1 0 1 1 1 1 0 0 UNITED HEALTH SERVICES HOSPITALS INC L 11201796 BOOK VALUE CHENANGO MEMORIAL HOSPITAL INC L 1132920 BOOK VALUE DELAWARE VALLEY HOSPITAL INC L 437184 BOOK VALUE PROFESSIONAL HOME CARE INC L 73608 BOOK VALUE