2025-11-14T06:15:40-06:00 2024-12-31 222027092 WITHUM SMITH & BROWN PC 424 MAIN STREET SUITE 800 BUFFALO NY 142023508 990 2024-01-01 161395906 UNITED MEDICAL ASSOCIATES PC UNIT 6077623603 4401 VESTAL PARKWAY EAST VESTAL NY 13850 FRANK EDER MD PRESIDENT 6077623603 2025-11-14 1 0 MARY MADONIA P00405803 7168472651 2024 2025-03-06 01:10:19Z FRANK EDER MD 4401 VESTAL PARKWAY EAST VESTAL NY 13850 162050302 0 X WWW.NYUHS.ORG X 1991 NY MISSION STATEMENTUNITED MEDICAL ASSOCIATES, PC (UMA) IS A BROOME COUNTY BASED NOT-FOR-PROFIT PHYSICIAN GROUP PRACTICE. UMA PROVIDES THE HIGHEST QUALITY OF HEALTH CARE AND MEDICAL SERVICES TO RESIDENTS OF THE SOUTHERN TIER AND SURROUNDING AREAS. UNITED MEDICAL ASSOCIATES UNIQUELY SERVICES THE MEDICAL PRACTICE NEEDS OF THE UHS HEALTHCARE SYSTEM. OUR MISSION IS TO IMPROVE THE HEALTH STATUS OF THE COMMUNITY BY PROVIDING EASILY ACCESSIBLE PROVIDER SERVICES, SUPPORT FOR TEACHING, MEETING THE REQUIREMENTS NECESSARY FOR RESEARCH AND MEDICAL ADMINISTRATION AND BY PARTICIPATING IN AN INTEGRATED CONTINUUM OF CARE THAT IMPROVES THE PATIENT'S EXPERIENCE AND THE QUALITY OF THE HEALTH SERVICES OUTCOME. 11 0 505 0 0 0 0 0 143053775 161704971 162741 281696 106617 63635 143323133 162050302 0 0 0 0 133257860 150039837 0 0 0 37862721 36236442 171120581 186276279 -27797448 -24225977 20888432 24367057 167754244 196650810 -146865812 -172283753 X SEE SCHEDULE OUNITED MEDICAL ASSOCIATES, PC (UMA) IS A BROOME COUNTY BASED NOT-FOR-PROFIT PHYSICIAN GROUP PRACTICE. UMA PROVIDES THE HIGHEST QUALITY OF HEALTH CARE AND MEDICAL SERVICES TO RESIDENTS OF THE SOUTHERN TIER AND SURROUNDING AREAS. UNITED MEDICAL ASSOCIATES UNIQUELY SERVICES THE MEDICAL PRACTICE NEEDS OF THE UHS HEALTHCARE SYSTEM. OUR MISSION IS TO IMPROVE THE HEALTH STATUS OF THE COMMUNITY BY PROVIDING EASILY ACCESSIBLE PROVIDER SERVICES, SUPPORT FOR TEACHING, MEETING THE REQUIREMENTS NECESSARY FOR RESEARCH AND MEDICAL ADMINISTRATION AND BY PARTICIPATING IN AN INTEGRATED CONTINUUM OF CARE THAT IMPROVES THE PATIENT'S EXPERIENCE AND THE QUALITY OF THE HEALTH SERVICES OUTCOME. 0 0 180608855 161768606 SEE SCHEDULE OUNITED MEDICAL ASSOCIATES, PC (UMA) PERFORMS MEDICAL SERVICES, EDUCATION AND RESEARCH ACTIVITIES IN A VARIETY OF SETTINGS, ADDING TO THE BENEFIT OF THE COMMUNITY AND ENHANCING THE HEALTH STATUS OF ITS PATIENTS. UMA, PC PROVIDES A WIDE RANGE OF PROFESSIONAL SERVICES IN THE PRIMARY AND SPECIALTY CARE AREA. UMA PROVIDERS SUPPORT TWENTY FAMILY PRACTICES, THREE INTERNAL MEDICINE CLINICS, SEVEN PEDIATRICS CLINICS, TWO SCHOOL BASED HEALTH CLINICS, AND TWO WALK-IN CENTERS LOCATED THROUGHOUT A MULTI-COUNTY SERVICE AREA. THE SPECIALTY CARE CENTERS INCLUDE ADDICTION MEDICINE, AMBULATORY SURGERY, AUDIOLOGY, GENERAL SURGERY, BARIATRIC SURGERY, BREAST SURGERY, UROLOGY, VASCULAR SURGERY, OB/GYN, CARDIOLOGY, CARDIAC REHABILITATION, CARDIOTHORACIC SURGERY, CHIROPRACTIC, CONCUSSION CENTER, DENTAL SERVICES, DIABETES MANAGEMENT/ENDOCRINOLGY, HAND SURGERY AND THERAPY, NEPHROLOGY AND DIALYSIS, PHYSICAL MEDICINE AND REHABILITATION, PHYSICAL THERAPY, PLASTIC SURGERY, WOUND CARE, OTOLARYNGOLOGY, RHEUMATOLOGY, PODIATRY, PATHOLOGY, EMERGENCY ROOM AND TRAUMA SERVICES, DERMATOLOGY, ORTHOPEDICS, SLEEP/NEURODIAGNOSTIC CENTER, NEUROCRITICAL CARE, GERIATRIC MEDICINE, HOSPITALISTS, INFECTIOUS DISEASE, , WOMENS' (GYN) SERVICES, RADIATION ONCOLOGY, GASTROENTEROLOGY, MEDICAL ONCOLOGY, NEUROSURGERY, GENERAL NEUROLOGY, NEURO-INTERVENTIONAL SURGERY AND PAIN MANAGEMENT. TOTAL PATIENTS SERVICED BY UMA PHYSICIANS AT YEAR END 2024 TOTALED 974,276. THESE SERVICES ASSIST UMA IN FULFILLING ITS EXEMPT PURPOSE UNDER THE IRS CODE 501(C)(3). UMA IS INVOLVED IN COMMUNITY SERVICE BY BEING PART OF THE FOLLOWING ACTIVITIES: (1) UMA IS INVOLVED IN THE SOUTHERN TIER HEALTHY LIVING PARTNERSHIP WHICH IS A UNIQUE COLLABORATION OF GOVERNMENT AND COMMUNITY BASED SYSTEMS THAT PROMOTE HEALTHY LIVING THROUGH OUTREACH EDUCATION AND ACCESS TO SERVICES FOR THE PURPOSE OF REDUCING THE RISK OF CHRONIC DISEASE. THE NEW YORK STATE DEPARTMENT OF HEALTH AND CENTERS FOR DISEASE CONTROL AND PREVENTION (CDC) PROVIDES FUNDING FOR LOCAL COMMUNITY HEALTH CARE PRACTITIONERS TO PROVIDE CLINICAL BREAST EXAMS, MAMMOGRAMS, PAP TESTS, COLORECTAL SCREENING, AND LIMITED FOLLOW-UP. THESE SCREENING PROCEDURES ARE FOR THE INCOME ELIGIBLE WOMEN AND MEN WHO ARE UNINSURED OR UNDER INSURED. (2) UMA PROVIDES FOR THE HEALTH MAINTENANCE OF THE ELDERLY POPULATION BY PARTICIPATING IN LECTURES TO THE UHS HOSPITALS MEMBERS FREE OF CHARGE. (3) UMA PROVIDERS STAFF THE UHS WILSON MEDICAL CENTER BRAIN/SPINE TRAUMA CENTER. THIS IS A LEVEL II TRAUMA CENTER WITHIN CENTRAL NEW YORK'S REGIONAL SYSTEM. THE TRAUMA CENTER ACCEPTS SEVERELY INJURED TRAUMA PATIENTS FROM ALL SURROUNDING COUNTIES. THE TRAUMA CENTER IS LOCATED WITHIN THE EMERGENCY DEPARTMENT AT WILSON MEDICAL CENTER, WITH SPACIOUS, SPECIALIZED TRAUMA ROOMS THAT CAN PROVIDE CARE SIMULTANEOUSLY TO AS MANY AS FOUR VICTIMS OF SUDDEN, SERIOUS INJURY.(4) UMA PROVIDERS STAFF THE ARTICLE 28A CLINICS OPERATED BY UNITED HEALTH SERVICES HOSPITALS, CHENANGO MEMORIAL HOSPITAL, AND DELAWARE VALLEY HOSPITAL. THESE FACILITIES PROVIDE HEALTH CARE SERVICES TO A LARGE MEDICAID POPULATION.(5) UMA PROVIDERS STAFF THE UHS PERINATAL CENTER. THE CENTER OFFERS A COMPREHENSIVE RANGE OF SERVICES FROM GYNECOLOGY TO MATERNITY & CHILDBIRTH TO BREAST HEALTH. THE STAFF OF SPECIALIZED PHYSICIANS, NURSE PRACTITIONERS, AND CERTIFIED NURSE MIDWIVES CREATE A CARING AND COMPASSIONATE ENVIRONMENT SERVING WOMEN AT EACH STATE OF LIFE: FROM TEENAGE AND CHILDBEARING YEARS TO MID-LIFE AND SENIOR YEARS ALL HAVING THEIR OWN UNIQUE HEALTH ISSUES. UHS HOSPITALS' PRIMARY CARE CENTERS, ALSO STAFFED BY UMA PROVIDERS, AND THE PERINATAL CENTER PARTICIPATE IN THE PRENATAL CARE ASSISTANCE PROGRAM (PCAP) OFFERING FINANCIAL ASSISTANCE TO HELP EXPECTANT MOTHERS WITH THE COST OF PRENATAL CARE. (6) UHS HOSPITALS, UHS CHENANGO MEMORIAL HOSPITAL, UHS DELAWARE VALLEY HOSPITAL AND UMA HAVE IMPLEMENTED A PATIENT-CENTERED MEDICAL HOME PROGRAM. THE OVERALL GOAL IS TO INCREASE THE QUALITY AND IMPROVE HEALTH OUTCOMES FOR ALL PATIENTS BUT ESPECIALLY FOR THOSE WITH SOCIAL DETERMINANTS OF HEALTH THAT LEAD TO DISPARITIES IN CARE, INCLUDING PERSONS ENROLLED IN NY MEDICAID. THE PATIENT-CENTERED MEDICAL HOME IS A PROACTIVE MODEL OF CARE THAT SEEKS TO STRENGTHEN THE PHYSICIAN-PATIENT RELATIONSHIP BY REPLACING REACTIVE, EPISODIC CARE BASED ON ILLNESS AND PATIENT COMPLAINTS WITH COORDINATED CARE AND A LONG-TERM HEALING RELATIONSHIP. UMA PHYSICIANS CURRENTLY STAFF TWENTY-SIX SITES THAT HAVE RECEIVED NCQA PATIENT CENTERED MEDICAL HOME RECOGNITION.(7) UMA PROVIDERS SERVE ON VARIOUS BOARDS OF HEALTH AND AS DIRECTORS FOR EMERGENCY SERVICE AGENCIES INCLUDING AMBULANCE SQUADS AS WELL AS VARIOUS CAMP PROGRAMS. (8) UMA PROVIDERS FROM THE INTERNAL MEDICINE AND FAMILY PRACTICE RESIDENCY PROGRAMS, UHS SPORTS MEDICINE FELLOWSHIP PROGRAM, UHS EMERGENCY AND TRAUMA SERVICES AS WELL AS OTHER AREAS OF UHS HOSPITALS VOLUNTEER THROUGHOUT THE YEAR TO STAFF MEDICAL TENTS AT NUMEROUS COMMUNITY EVENTS INCLUDING THE SPIEDIE FEST (WHICH DRAWS MORE THAN 100,000 PEOPLE), THE DICK'S SPORTING GOODS OPEN (A WEEKLONG EVENT WHICH INCLUDES THE PRACTICE ROUNDS, PRO-AM AND A COMMUNITY CONCERT), MACK SHOOT OUT LACROSSE TOURNAMENT, BINGHAMTON BRIDGE RUN, BINGHAMTON RUMBLE PONIES GAMES, BINGHAMTON BLACK BEAR HOCKEY GAMES AND OWEGO STRAWBERRY FEST.(9) UMA PROVIDERS ARE INVOLVED WITH PROFESSIONAL EDUCATION WHICH TAKES THE FORM OF ORGANIZING SEVERAL TEACHING DAYS. THIS INVOLVES UMA, NATIONALLY RECOGNIZED EXPERT SPEAKERS, AND OTHER LOCAL AND REGIONAL STAFF, PHYSICIAN EXTENDERS AND PHYSICIANS. TEACHING DAY PROGRAMS INCLUDE GASTROENTEROLOGY, CARDIOLOGY, OSTEOPATHIC MEDICINE, HEALTH AND WELLNESS, CHRONIC KIDNEY DISEASE, BUPRENORPHINE PRESCRIBING, AND THE ANNUAL BINGHAMTON UNIVERSITY BIOMEDICAL CONFERENCE. (10) UMA PROVIDERS REPRESENT THE MAJORITY OF OUR TEACHING FACULTY, BOTH FOR THE UHSH RESIDENCY AND FELLOWSHIP PROGRAMS, AS WELL AS FOR THE SUNY UPSTATE MEDICAL STUDENTS. UHSH IS A MAJOR TEACHING HOSPITAL. WE HAVE A TOTAL OF 10 RESIDENCY AND FELLOWSHIP PROGRAMS WITH CURRENTLY 126 TRAINEES PARTICIPATING IN THEM. THREE OF OUR RESIDNET PROGRAMS ARE ACCREDITED WITH ACGME, ONE IS ACCREDITED BY THE CPME, AND ONE UNACCREDITED. ALL FIVE OF OUR FELLOWSHIPS ARE ACCREDITED BY THE ACGME. UHSH HAS A LONGSTANDING TRADITION OF TRAINING PHYSICIANS THAT STARTED IN THE 1940'S. WE HAVE HAD CONTINUOUSLY ACCREDITED PROGRAMS AT OUR INSTITUTION SINCE 1957. GRADUATE MEDICAL EDUCATION IS AN IMPORTANT PART OF THE UHSH LONG-TERM STRATEGIC PLAN. IT IS AN INVALUABLE TOOL IN PROVIDING CARE TO OUR COMMUNITY. WE CURRENTLY HAVE AN INTERNAL MEDICINE RESIDENCY PROGRAM, FAMILY MEDICINE RESIDENCY PROGRAM, A PSYCHIATRY RESIDENCY PROGRAM, A PODIATRY RESIDENCY PROGRAM, A CARDIOLOGY FELLOWSHIP, A GASTROENTEROLOGY FELLOWSHIP, A SPORTS MEDICINE FELLOWSHIP, A GERIATRICS FELLOWSHIP, A NEURO CRITICAL CARE RESIDENCY, A NEURO CRITICAL CARE FELLOWSHIP, AND AN ENDOVASCULAR SURGICAL NEUROLOGY FELLOWSHIP. OVER 90% OF THE FACULTY OF THESE PROGRAMS ARE UMA PROVIDERS. THESE PROGRAMS ARE KEY TO OUR ABILITY TO PROVIDE CARE TO OUR COMMUNITY AS THEY PARTICIPATE IN TAKING CARE OF A LARGE PORTION OF OUR PATIENTS BOTH IN THE HOSPITALS AND IN THE OUTPATIENT SETTING. THEIR ROLE IS IMPORTANT IN MAINTAINING HIGH-QUALITY CARE AS WELL AS IN PROVIDING A SOURCE OF RECRUITMENT OF NEW PHYSICIANS FOR OUR AREA.REGARDING SUNY UPSTATE MEDICAL SCHOOL, ABOUT 50 OF THEIR THIRD YEAR MEDICAL STUDENTS SPEND THEIR WHOLE CLINICAL THIRD YEAR DOING ROTATIONS IN BINGHAMTON, OF WHICH THE VAST MAJORITY OCCURS WITH UMA PHYSICIANS. AS SUCH, UMA PHYSICIANS PROVIDE AN INVALUABLE EDUCATIONAL EXPERIENCE TO OUR FUTURE PHYSICIANS FOR OUR AREA, UPSTATE NEW YORK AND THE NATION AS A WHOLE. (11) UMA WAS CHOSEN BY THE CDC AND NY STATE DOH AS THE NATIONAL TEST SITE FOR THE STEADI PROGRAM. THIS IS A PROGRAM DONE JOINTLY BY UMA, THE BROOME COUNTY HEALTH DEPT, AND NEW YORK STATE DEPT OF HEALTH AND OVERSEEN BY THE CDC TO ASSESS THE IMPACT OF FALL RISK ASSESSMENT AND A COMMUNITY BASED INTERVENTION PROGRAM ON PREVENTION OF FALLS AND INJURIES IN OUR PATIENTS GREATER THAN 65 YEARS OLD. DURING THE PANDEMIC, THE CDC PAUSED STUDY OF THIS PROGRAM. HOWEVER, UMA CONTINUES TO SCREEN OUR PATIENTS FOR THEIR RISK OF FALLS AS A PART OF OUR MEDICARE WELLNESS EXAMS. (12) UMA PROVIDERS ARE ACTIVELY ENGAGED IN IMPROVING THE HEALTH OF OUR PATIENTS. TO FACILITATE THIS, WE HAVE A DIRECTOR OF POPULATION HEALTH POSITION AND HAVE ADDED WELLNESS COORDINATORS OR SOCIAL WORKERS AT EACH OF OUR SITES. CARE MANAGEMENT PATHWAYS HAVE BEEN DEVELOPED TO ASSIST IN DIABETES AND HYPERTENSION MANAGEMENT AND TO INCREASE THE NUMBER OF PATIENTS GETTING BREAST AND COLON CANCER SCREENING. (13) UMA PROVIDERS PROVIDE MAT (MEDICALLY ASSISTED TREATMENT [BUPRENORPHINE (SUBOXONE) AND METHADONE]) PROGRAMS FOR THE ONGOING SUCCESSFUL TREATMENT OF OPIOID USE DISORDER (OUD). 180608855 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 1 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 0 0 0 0 1 30 0 1 505 1 0 0 0 0 0 0 0 0 0 0 0 0 X 11 0 0 0 0 0 1 1 0 1 1 0 0 0 1 1 1 1 1 1 1 0 NY X MONICA HERZING 6077623604 4401 VESTAL PARKWAY EAST VESTAL NY 13850 MATTHEW BENNETT MD BOARD MEMBER / CHAIRMAN 57.00 X X 1317019 0 59455 ZACHARY JONES MD BOARD MEMBER / VICE CHAIRMAN 57.00 X X 508964 0 32431 ELIZABETH ROSATO MD BOARD MEMBER / SECRETARY 55.00 X X 232916 0 33172 ANTHONY CONSOLAZIO MD BOARD MEMBER / TREASURER 55.00 X X 266783 0 49658 LEONARD ANDERSON MD BOARD MEMBER 57.00 X 796809 0 56228 JEFFREY GRAY MD BOARD MEMBER TO MAY 2024 57.00 X 753889 0 58321 VENKATESH JAYARAMAN MD BOARD MEMBER 57.00 X 615669 0 54835 OMOTINUWE ADEPOJU MD BOARD MEMBER 57.00 X 861421 0 59218 OLAYINKA WILHELM MD BOARD MEMBER 57.00 X 286757 0 46143 MARY DEGUARDI MD BOARD MEMBER 57.00 X 257304 0 9605 RANA AHMAD BOARD MEMBER 57.00 X 393025 393025 33846 JOCELYN YOUNG MD BOARD MEMBER 57.00 X 353041 0 39753 ALAN MILLER MD EXECUTIVE PRESIDENT TO 1/1/25 55.00 X 622846 0 33544 FRANK EDER MD EXECUTIVE VICE PRESIDENT 55.00 X 414467 0 44010 DANIELLE DONLIN VICE PRESIDENT PHYSICIAN PRACTICES 55.00 X 346511 0 14616 DAVID KWIATKOWSKI MD MEDICAL DIRECTOR 55.00 X 385462 0 44180 HENDA BOUALI MD ASSOCIATE MEDICAL DIRECTOR 55.00 X 409776 0 54056 SIMONE BETCHEN NEUROSURGEON 55.00 X 1906048 0 33545 KHALID SETHI NEUROSURGEON 55.00 X 1659769 0 1432 DAVID GALLAGHER MD ORTHOPEDIC SURGEON 55.00 X 1537696 0 43362 KENNETH CLAIR FOXX NEUROSURGEON 55.00 X 1391629 0 50164 KATARZYNA CZEMIECKA-FOXX NEUROSURGEON 55.00 X 1337794 0 40860 DIAB WADIH MD FORMER ASSOCIATE MEDICAL DIRECTOR 55.00 X 201426 0 23228 JOHN GIANNONE MD FORMER ASSOCIATE MEDICAL DIRECTOR 55.00 X 138258 0 4755 16995279 393025 920417 401 1 1 1 ROJA S MEDICAL CARE LLC 3136 BURRIS RD VESTAL NY 13903 PHYSICIAN SERVICES 498978 COURTNEY MAXEY-JONES 7576 RANIA ROAD BALDWINSVILLE NY 13027 PURCHASED SERVICES 406130 INTEGRITY LOCUMSPO PO BOX 946777 ATLANTA GA 30394 PURCHASED SERVICES 313635 COMPHEALTH ASSOCIATES INC PO BOX 972651 DALLAS TX 75397 PHYSICIAN SERVICES 270744 PIRET PAAS-HOLLAND MD 8 SPRINGHOUSE WAY SLOATSBURG NY 10974 PHYSICIAN SERVICES 212520 8 CONTRACTED SERVICE FEE 621110 121352396 121352396 NET PATIENT SERVICE RE 561499 40352575 40352575 161704971 281696 281696 OTHER INCOME 900099 63635 63635 63635 162050302 161768606 0 281696 X 7438835 6133910 1304925 123053735 123053735 3012222 2982100 30122 10497667 10392690 104977 6037378 5977004 60374 146 146 21398431 21398431 3674 3674 870677 870677 3172 3172 1621032 1621032 120936 120936 92415 92415 567624 567624 4726157 4684899 41258 MANAGEMENT FEE 3669845 111701 3558144 MEDICAL SUPPLIES 1202875 1202875 BAD DEBT 1049082 1049082 CME EDUCATIONAL TRAININ 622325 622325 288051 288051 186276279 180608855 5667424 0 5051019 7076118 3587829 3107643 387958 464772 11861626 13718524 20888432 24367057 18620520 20283533 149133724 176367277 167754244 196650810 X 38 62 0 0 -146865850 -172283815 -146865812 -172283753 20888432 24367057 X -24225977 -1191964 X X 0 1 X 1 0 X 12459046 488626 12947672 128221535 134110307 130285595 143160392 161768606 697546435 140680581 134598933 130285595 143160392 161768606 710494107 0 0 0 710494107 162741 281696 444437 162741 281696 444437 140680581 134598933 130285595 143323133 162050302 710938544 0.99940 0.99980 0.00060 0.00020 X 0 457B OTHER LONG TERM ASSET 13132841 OPERATING LEASE RIGHT-OF-USE 585683 13718524 457B LIABILITY 13254141 ACCR PENSION CONTRIBUTION DB PLAN 7820459 UHSH NOTE ST 217460 UHSH NOTE LT 543649 UHSH PAYABLE INTERCOMPANY ST 160163331 CMH PAYABLE INTERCOMPANY ST 27048 UHSH PENSION LIABILITY LT 1457423 ACCOUNTS RECEIVABLE UHSH -6298425 AFFILIATE RECEIVABLE CMH -333109 AFFILIATE RECEIVABLE ISLC 135 AFFILIATE RECEIVABLE DVH -484835 176367277 X 161001222 0 161001222 1049080 1049080 162050302 186419163 1191964 1191964 185227199 1049080 1049080 186276279 PART X, LINE 2: THE FINANCIAL STATEMENTS DO NOT GIVE CONSIDERATION FOR FEDERAL AND STATE INCOME TAXES AS THE COMPANY IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501 (A) OF THE INTERNAL REVENUE CODE AS AN ORGANIZATION DESCRIBED IN 501(C)(3). AS OF DECEMBER 31, 2024 AND 2023, THE COMPANY DID NOT HAVE ANY UNRECOGNIZED TAX BENEFITS OR ANY RELATED ACCRUED INTEREST OR PENALTIES. THE TAX YEARS OPEN FOR EXAMINATION BY FEDERAL AND STATE TAXING AUTHORITIES ARE 2021 THROUGH 2024. PART XI, LINE 4B - OTHER ADJUSTMENTS: PROVISION BAD DEBT $1,049,080 PART XII, LINE 2D - OTHER ADJUSTMENTS: PENSION CHANGE OTHER THAN NET PERIODIC BENEFIT COSTS $1,191,964 PART XII, LINE 4B - OTHER ADJUSTMENTS: PROVISION BAD DEBT $1,049,080 X X X X X 0 0 0 0 0 1 0 0 0 SIMONE BETCHEN NEUROSURGEON 1906048 0 0 0 0 0 10350 0 23195 0 1939593 0 0 0 KHALID SETHI NEUROSURGEON 1659769 0 0 0 0 0 0 0 1432 0 1661201 0 0 0 DAVID GALLAGHER MD ORTHOPEDIC SURGEON 1537696 0 0 0 0 0 10350 0 33012 0 1581058 0 0 0 KENNETH CLAIR FOXX NEUROSURGEON 1391629 0 0 0 0 0 10350 0 39814 0 1441793 0 0 0 KATARZYNA CZEMIECKA-FOXX NEUROSURGEON 1337794 0 0 0 0 0 10350 0 30510 0 1378654 0 0 0 MATTHEW BENNETT MD BOARD MEMBER / CHAIRMAN 1317019 0 0 0 0 0 10350 0 49105 0 1376474 0 0 0 OMOTINUWE ADEPOJU MD BOARD MEMBER 861421 0 0 0 0 0 10350 0 48868 0 920639 0 0 0 LEONARD ANDERSON MD BOARD MEMBER 796809 0 0 0 0 0 10350 0 45878 0 853037 0 0 0 RANA AHMAD BOARD MEMBER 393025 393025 0 0 0 0 7800 0 26046 0 426871 393025 0 0 JEFFREY GRAY MD BOARD MEMBER TO MAY 2024 753889 0 0 0 0 0 10350 0 47971 0 812210 0 0 0 VENKATESH JAYARAMAN MD BOARD MEMBER 615669 0 0 0 0 0 10350 0 44485 0 670504 0 0 0 ALAN MILLER MD EXECUTIVE PRESIDENT TO 1/1/25 622846 0 0 0 0 0 10350 0 23194 0 656390 0 0 0 ZACHARY JONES MD BOARD MEMBER / VICE CHAIRMAN 508964 0 0 0 0 0 10350 0 22081 0 541395 0 0 0 HENDA BOUALI MD ASSOCIATE MEDICAL DIRECTOR 409776 0 0 0 0 0 10350 0 43706 0 463832 0 0 0 FRANK EDER MD EXECUTIVE VICE PRESIDENT 414467 0 0 0 0 0 10350 0 33660 0 458477 0 0 0 DAVID KWIATKOWSKI MD MEDICAL DIRECTOR 385462 0 0 0 0 0 10350 0 33830 0 429642 0 0 0 JOCELYN YOUNG MD BOARD MEMBER 353041 0 0 0 0 0 10350 0 29403 0 392794 0 0 0 DANIELLE DONLIN VICE PRESIDENT PHYSICIAN PRACTICES 346511 0 0 0 0 0 9967 0 4649 0 361127 0 0 0 OLAYINKA WILHELM MD BOARD MEMBER 286757 0 0 0 0 0 8863 0 37280 0 332900 0 0 0 ANTHONY CONSOLAZIO MD BOARD MEMBER / TREASURER 266783 0 0 0 0 0 8285 0 41373 0 316441 0 0 0 MARY DEGUARDI MD BOARD MEMBER 257304 0 0 0 0 0 7766 0 1839 0 266909 0 0 0 ELIZABETH ROSATO MD BOARD MEMBER / SECRETARY 232916 0 0 0 0 0 7329 0 25843 0 266088 0 0 0 DIAB WADIH MD FORMER ASSOCIATE MEDICAL DIRECTOR 201426 0 0 0 0 0 6132 0 17096 0 224654 0 0 0 JOHN GIANNONE MD FORMER ASSOCIATE MEDICAL DIRECTOR 138258 0 0 0 0 0 4168 0 587 0 143013 0 0 0 PART I, LINE 6 THE EXECUTIVE COMPENSATION INCENTIVE PLAN HAS VARIOUS PERFORMANCE MEASURES WHICH INCLUDE ONES FOR CLINICAL EXCELLENCE, MARKET GROWTH, AND FINANCIAL STRENGTH. ONE MEASURE UNDER THE FINANCIAL STRENGTH HEADING IS THE COMBINED NET INCOME OF THE UNITED HEALTH SERVICES SYSTEM. A PORTION OF THE 2024 INCENTIVE COMPENSATION PAYMENTS WERE ATTRIBUTABLE TO MEETING THE COMBINED NET INCOME, PATIENT SAFETY, AND QUALITY GOALS. THE ORGANIZATION DOES NOT COMPENSATE FOR BOARD SERVICE. THE SALARIES LISTED ARE FOR THE SERVICES PROVIDED AS EMPLOYEES. FORM 990 PART VII SECTION A LINE 5 INDIVIDUAL: DANIELLE DONLIN, VP OF PHYSICIAN PRACTICE MANAGEMENT UNRELATED ORGANIZATION: UNITED HEALTH SERVICES, INC. TYPE AND AMOUNT OF COMPENSATION: WAGES: $346,711 PENSION & NON TAX BENEFITS: $14,616 INDIVIDUAL: OLAYINKA WILHELM, MD, BOARD MEMBER UNRELATED ORGANIZATION: UNITED HEALTH SERVICES HOSPITALS, INC. TYPE AND AMOUNT OF COMPENSATION: WAGES: $286,757 PENSION & NON TAX BENEFITS: $46,143 INDIVIDUAL: MARY DEGUARDI, MD, BOARD MEMBER UNRELATED ORGANIZATION: UNITED HEALTH SERVICES HOSPITALS, INC. TYPE AND AMOUNT OF COMPENSATION: WAGES: $257,304 PENSION & NON TAX BENEFITS: $9,605 FORM 990, PART VI, SECTION A, LINE 6 THE ISSUANCE OF MEMBERSHIP SHARES TO PHYSICIAN MEMBERS IS FOR PURPOSES OF VOTING RIGHTS ONLY. THE COMPANY'S MEMBERSHIP SHARES ARE $1 PAR VALUE AND THERE ARE 1,000 SHARES AUTHORIZED FOR ISSUANCE. THE COMPANY HAD 72 MEMBERSHIP SHARES ISSUED AND OUTSTANDING AT DECEMBER 31, 2024 AND 38 OUSTANDING AT DECEMBER 31, 2023. FORM 990, PART VI, SECTION A, LINE 7A THE ISSUANCE OF MEMBERSHIP SHARES TO PHYSICIAN MEMBERS IS FOR PURPOSES OF VOTING RIGHTS ONLY. THE COMPANY'S MEMBERSHIP SHARES ARE $1 PAR VALUE AND THERE ARE 1,000 SHARES AUTHORIZED FOR ISSUANCE. THE COMPANY HAD 72 MEMBERSHIP SHARES ISSUED AND OUTSTANDING AT DECEMBER 31, 2024 AND 62 OUSTANDING AT DECEMBER 31, 2023. FORM 990, PART VI, SECTION B, LINE 11B THE PREPARATON OF THE FORM 990 FILING IS THE RESPONSIBILITY OF THE BOARD OF DIRECTORS WHO DELEGATES THE TIMELY AND ACCURATE COMPLETION OF THE 990 TO MANAGEMENT. THE FINANCE DIVISION PREPARED THE 990 FORMS WHICH WERE REVIEWED BY THE ORGANIZATION'S PUBLIC ACCOUNTANTS, PRESIDENT, AND SENIOR VICE PRESIDENT OF PHYSICIAN PRACTICE MANAGEMENT. DUE TO THE TIMING OF THE SCHEDULED BOARD MEETINGS, A COMPLETE COPY OF THE 2024 FORM 990 WAS NOT ABLE TO BE PROVIDED TO ALL MEMBERS OF THE GOVERNING BODY PRIOR TO THE IRS FILING DEADLINE. THE GOVERNING BODY IS AWARE OF THE FILING AND A COPY OF THE 2024 FORM 990 WILL BE AVAILABLE FOR THEIR REVIEW. A SUMMARY OF KEY ELEMENTS OF THE 990 IS SHARED WITH THE BOARD OF DIRECTORS FOR INFORMATION PURPOSES. FORM 990, PART VI, SECTION B, LINE 12C DIRECTORS, OFFICERS AND KEY EMPLOYEES SUBMIT CONFLICT OF INTEREST STATEMENTS ANNUALLY WHICH ARE REVIEWED BY THE PRESIDENT, BOARD CHAIRMAN, AND AUDIT COMMITTEE. FORM 990, PART VI, SECTION B, LINE 15 LINE 15A: ON A BIENNIAL BASIS, THE UMA BOARD OF DIRECTORS EXECUTIVE COMPENSATION COMMITTEE REVIEWS A COMPREHENSIVE REPORT PREPARED BY AN EXTERNAL COMPENSATION CONSULTING FIRM, SULLIVAN COTTER & ASSOCIATES, TO DETERMINE THE APPROPRIATENESS OF THE BASE AND TOTAL COMPENSATION LEVELS FOR THE PRESIDENT. THIS BIENNIAL REPORT FOCUSES ON TWO KEY AREAS: (1) THE COMPETITIVENESS OF THE PRESIDENT'S BASE AND TOTAL COMPENSATION (INCLUDING BENEFITS) VS THE NATIONAL BENCHMARK DATA FOR COMPARABLY SIZED HEALTHCARE SYSTEMS (BASED ON "TOTAL REVENUE" METRICS) AND (2) A "REASONABLE ASSESSMENT" CONSISTENT WITH US TREASURY DEPARTMENT REGULATIONS GOVERNING EXECUTIVE COMPENSATION FOR NOT-FOR-PROFIT ORGANIZATIONS. THE DATA FROM THIS REPORT ASSISTS THE EXECUTIVE COMPENSATION COMMITTEE IN DETERMINING THE APPROPRIATENESS OF THE PRESIDENT'S CURRENT BASE AND TOTAL COMPENSATION LEVELS AND THE NEED FOR ANY ADJUSTMENTS FOR THAT CALENDAR YEAR. LINE 15B: THE UMA BOARD OF DIRECTORS, UMA COMPENSATION COMMITTEE, AND THE UHSH PROVIDER COMPENSATION COMMITTEE REVIEWS ANNUALLY A COMPREHENSIVE REPORT PREPARED BY AN EXTERNAL COMPENSATION CONSULTING FIRM, GALLAGHER CONSULTING FOR THE PURPOSES OF DETERMINING AND EVALUATING PHYSICIAN AND ADVANCED PRACTICE PROVIDERS COMPENSATION THAT IS REPRESENTATIVE OF FAIR MARKET VALUE AND IS COMMERCIALLY REASONABLE. GALLAGHER CONSULTING IS AN INDEPENDENT VALUATION EXPERT AS DEFINED UNDER SECTION 53.4958-1(D)(4)(III)(C) OF THE TREASURY REGULATIONS. THE DATA FROM THIS REPORT ASSISTS THE ORGANIZATION IN DETERMINING THE APPROPRIATENESS OF ALL PHYSICIAN AND ADVANCED PRACTICE PROVIDER TOTAL COMPENSATION AND THE NEED FOR ANY ADJUSTMENTS FOR THE CALENDAR YEAR. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION PROVIDES FORM 1023, FORM 990 AND OTHER INFORMATION REQUIRED UNDER INTERNAL REVENUE SERVICE REGULATIONS TO THE PUBLIC UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION PROVIDES GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G PHYSICIAN FEES (SUB CONTRACT): PROGRAM SERVICE EXPENSES 2,636,946. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,636,946. PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 18,761,485. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 18,761,485. FORM 990, PART XI, LINE 9: PENSION CHANGES OTHER THAN NET PERIODIC BENEFIT COSTS -1,191,964. FORM 990, PART XII, LINE 2C NEITHER THE PROCESS FOR THE OVERSIGHT OF THE AUDIT NOR THE PROCESS FOR THE SELECTION OF THE INDEPENDENT ACCOUNTANT CHANGED DURING THE YEAR. THE BOARD OF DIRECTORS ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT AND SELECTION OF THE INDEPENDENT ACCOUNTANT.