2025-12-15T19:03:00-06:00 2025-06-30 261659234 CW ASSOCIATES CPAS 700 BISHOP STREET SUITE 1040 HONOLULU HI 96813 990 2024-07-01 990307152 UNIVERSITY CLINICAL EDUCATION & RESEARCH ASSOCIATES (UCERA) UNIV 8084694961 677 ALA MOANA BOULEVARD 1001 HONOLULU HI 96813 DEREK WONG INTERIM CHIEF EXECUTIVE OFFICER 8084694961 2025-12-15 1 0 RODNEY HARANO P00389596 8085311040 2025-12-15 2024 2025-03-06 01:10:19Z UNIVERSITY HEALTH PARTNERS OF HAWAII DEREK WONG 677 ALA MOANA BOULEVARD 1001 HONOLULU HI 96813 74440887 0 X WWW.UHPHAWAII.ORG X 1993 HI TO PROVIDE FUNDING TO BUILD AND SUSTAIN THE INFRASTRUCTURE OF THE JOHN A. BURNS SCHOOL OF MEDICINE AND OTHER HEALTH SCIENCES SCHOOLS AND ORGANIZATIONS AT THE UNIVERSITY OF HAWAII; FUND THE UNIVERSITY'S HEALTH SCIENCES RESEARCH, EDUCATION, AND SCHOLARLY DEVELOPMENT; PROVIDE ADDITIONAL RESOURCES TO RECRUIT, RETAIN, AND DEVELOP QUALIFIED HEALTH SCIENCES FACULTY AT THE UNIVERSITY; PROVIDE CLINICAL TRAINING AND EDUCATION TO THE UNIVERSITY'S HEALTH SCIENCES STUDENTS; AND PROVIDE HEALTH CARE TO THE GENERAL PUBLIC, WITH SPECIAL ATTENTION TO THE POOR AND OTHER UNDERSERVED POPULATIONS OF HAWAII AND THE PACIFIC REGION. 13 5 341 23 6220 0 4324454 7268490 20307217 19656804 558570 868337 15989 10893 25206230 27804524 0 500000 0 0 17801771 17315212 0 0 0 11930753 10909626 29732524 28724838 -4526294 -920314 29563261 31210426 8785307 9636081 20777954 21574345 X UCERA IS A NON-PROFIT ORGANIZATION ESTABLISHED TO FURTHER THE MISSIONSAND VISIONS OF THE JOHN A. BURNS SCHOOL OF MEDICINE (JABSOM) AND OTHER HEALTH SCIENCES SCHOOLS OF THE UNIVERSITY OF HAWAII (UH). IT CONTRIBUTES TO THEIR GOAL OF IMPROVING THE HEALTH CARE STATUS OF THE CITIZENS OF HAWAII AND THE PACIFIC BY SUPPORTING THE EDUCATION, RESEARCH AND CLINICAL ACTIVITIES OF THE SCHOOLS. IT SUPPORTS FINANCIAL DIVERSIFICATION OF THE SCHOOL BY DEVELOPING REVENUE GENERATING INITIATIVES IN COLLABORATION WITH HOSPITALS, GOVERNMENT AGENCIES AND OTHER ENTITIES. 0 0 15327883 19661477 CLINICAL AND PROFESSIONAL SERVICES - 1) PROVIDE HEALTH CARE TO THE GENERAL PUBLIC, WITH SPECIAL ATTENTION TO THE POOR AND OTHER UNDERSERVED POPULATIONS OF HAWAII AND THE PACIFIC REGION. 2) SPECIALTY CLINICS: MULTI-SPECIALTY FACULTY PRACTICE AND STAFF LOCATED AT VARIOUS SITES INCLUDING: 677 ALA MOANA BLVD, HONOLULU, HI 96813; 1319 PUNAHOU STREET, SUITE 640, 801, 904, 990; PHYSICIAN'S OFFICE BUILDINGS AT QUEEN'S; PALI MOMI MEDICAL CENTER; 347 NORTH KUAKINI STREET; AT HAWAII DEPARTMENT OF EDUCATION SCHOOL LOCATIONS ACROSS THE STATE OF HAWAII. PROVIDE PHYSICIANS ON THE UNIVERSITY OF HAWAII FACULTY WITH A BASE OF OB/GYN, GERIATRIC, SURGICAL, AND PSYCHIATRIC PATIENTS FROM WHICH THEY CAN EDUCATE MEDICAL STUDENTS AND RESIDENTS. 3) QUEEN'S MEDICAL CENTERS AND HAWAII PACIFIC HEALTH/KAPIOLANI MEDICAL CENTERS - PROVIDE FACULTY MEMBERS TO TREAT PATIENTS AND TO PROVIDE SPECIALTY CLINICAL SERVICES TO MEDICAL CENTERS. 4) PROVIDE HEALTHCARE TO THE DEPARTMENT OF EDUCATION STUDENTS ACROSS THE HAWAIIAN ISLANDS THROUGH THE HAWAII KEIKI PROGRAM. 6894280 MEDICAL SCHOOL AND FACULTY SUPPORT - IN GENERAL, PROVIDES FUNDING TO BUILD AND SUSTAIN THE INFRASTRUCTURE OF THE JOHN A. BURNS SCHOOL OF MEDICINE AND ITS DEPARTMENTS AND THOSE OF THE OTHER HEALTH SCIENCES SCHOOLS OF THE UNIVERSITY OF HAWAII. PROVIDE ADDITIONAL RESOURCES TO RECRUIT, RETAIN, AND DEVELOP QUALIFIED FACULTY AT JABSOM AND THE OTHER UH HEALTH SCIENCES SCHOOLS. 1172551 500000 EDUCATIONAL SUPPORT - 1) IN GENERAL, PROVIDE EDUCATION AND CLINICAL TRAINING FOR THE UNIVERSITY OF HAWAII HEALTH SCIENCES SCHOOLS' STUDENTS. 2) INTERNATIONAL TRAINING PROGRAM (INL) - PROVIDE INTERNATIONAL MEDICAL STUDENTS AND RESIDENTS WITH U.S. TRAINING EXPERIENCES AT THE UNIVERSITY OF HAWAII JOHN A. BURNS SCHOOL OF MEDICINE. 3) OFFICE OF MEDICAL EDUCATION (OME-ME) - PROVIDE SIMULATED PATIENTS FOR CLINICAL SKILLS TRAINING AND EXAMINATIONS FOR SCHOOL OF MEDICINE STUDENTS AND RESIDENTS. UCERA SUPPORTS THE HAWAI'I JOURNAL OF MEDICINE & PUBLIC HEALTH, WHICH IS A PEER-REVIEWED MEDICAL JOURNAL WHICH PROVIDES NEW SCIENTIFIC INFORMATION IN A SCHOLARLY FORMAT WITH A FOCUS ON THE UNIQUE, MULTICULTURE AND ENVIROMENTAL ASPECTS OF THE HAWAIIAN ISLANDS AND PACIFIC RIM REGIONS. 21123 RURAL RESIDENCY PLANNING AND DEVELOPMENT IN ESTABLISHING THE UH FAMILY MEDICINE RESIDENCY PROGRAM AS A RURAL PRIMARY CARE SITE ON KAUAI TO CREATE A PRIMARY CARE WORKFORCE PATHWAY RESPONSIVE TO UNDERSERVED MULTICULTURAL/MULTILINGUAL RURAL ISLAND COMMUNITIES. 21123 23415837 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 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 0 0 0 1 39 0 1 341 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 13 5 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 HI X HENRY ELLIS JR 8084694959 677 ALA MOANA BOULEVARD 1001 HONOLULU HI 96813 X SAMUEL SHOMAKER CHAIR 10.00 40.00 X X 0 266245 0 CLEMENTINA CERIA-ULEP TREASURER 1.00 40.00 X X 0 275808 0 WILLIAM HANING DIRECTOR 1.00 X 0 0 0 DANNY TAKANISHI DIRECTOR 10.00 40.00 X 45500 243000 0 ALLEN HIXON DIRECTOR 2.00 40.00 X 0 270207 0 KAMAL MASAKI DIRECTOR/EMPLOYEE 4.00 40.00 X 11552 270626 0 JOSEPH KEAWE KAHOLOKULA ASST. TREASURER 2.00 40.00 X X 0 217903 0 IVICA ZALUD VICE CHAIR 2.00 40.00 X X 0 257902 0 ANTHONY GUERRERO DIRECTOR/ON-CALL EMPLOYEE 2.00 40.00 X 0 238669 0 KYLE YONESHIGE DIRECTOR 1.00 X 0 0 0 JOHN MELCHOR DIRECTOR 1.00 X 0 0 0 MICHELE BRAY DIRECTOR 1.00 X 0 0 0 NICHOLAS MIRKAY DIRECTOR 1.00 X 0 0 0 PAULINE MASHIMA SECRETARY UNTIL OCT '24 1.00 40.00 X X 94194 0 0 DEREK WONG INTERIM CEO 40.00 X 222438 0 16569 HENRY J ELLIS JR CFO 40.00 X 198106 0 23450 JAMI FUKUI PHYSICIAN 40.00 X 229504 0 6885 NAOTO UENO CANCER CENTER DIRECTOR 40.00 X 209375 0 6281 ELMER TAM CHIEF INFORMATION OFFICER 40.00 X 186072 0 17206 SUSAN STEINEMANN PHYSICIAN 40.00 X 168809 0 5000 TYLER WORKMAN CTO CLINIC DIRECTOR & MANAGER 40.00 X 160382 0 13766 1525932 2040360 89157 27 0 1 0 UNIVERSITY OF HAWAII-OFFICE OF RESEARCH 2440 CAMPUS RD BOX 368 HONOLULU HI 96822 PHYSICIAN/ADMIN COMPENSATION 5128891 HD THERAPY INC 47-283 HUI IWA ST A KANEOHE HI 96744 BEHAVIORAL HEALTH SERVICES 242843 KAEO RAD LLC 4348 WAIALAE AVENUE 417 HONOLULU HI 96816 IT SYSTEMS ENGINEERING & TECHNOLOGY CONS 170659 ALLISON B LLC 1118 E GADSDEN ST PENSACOLA FL 32501 TELEHEALTH COORDINATOR 120000 MAKAI HEALTHCARE CONSULTING 47-158 LILE PL KANEOHE HI 96744 TELEHEALTH OPERATIONS COORDINATOR 110540 5 966602 6301888 7268490 SPECIALTY CLINICS 621400 18759214 18759214 FEES AND CONTRACT FROM GOVERNMENT 900099 360560 360560 QUEENS MEDICAL CENTER 621110 286120 286120 OTHER CONTRACTS 900099 226910 226910 HAWAII PACIFIC HEALTH 621110 24000 24000 19656804 762854 762854 46741846 46636363 105483 105483 105483 NON-OPERATING INCOME 900099 10893 4673 6220 10893 27804524 19661477 6220 868337 500000 500000 489922 10843 479079 13703458 11728773 1974685 318977 272748 46229 1762813 1438603 324210 1040042 861617 178425 23265 23265 64914 64914 63414 63414 225762 47394 178368 94904 10002 84902 496405 417030 79375 790092 173593 616499 492442 450180 42262 29232 11442 17790 669595 545377 124218 PURCHASED SERVICES 7799634 6840248 959386 MISCELLANEOUS EXPENSE 115609 83954 31655 DUES AND MEMBERSHIP 44358 24033 20325 28724838 23415837 5309001 0 1115 1174 1255386 2178496 1545179 1960919 677125 887890 1502546 1298134 49353 204412 24128906 24637835 1906197 1339700 29563261 31210426 1422635 1463141 4778550 5010571 2584122 3162369 8785307 9636081 X 20635397 21527467 142557 46878 20777954 21574345 29563261 31210426 -920314 1716705 0 X 0 1 X 1 1 1 X 1486473 11851064 4994884 4324454 7268490 29925365 51182534 24063779 21637131 20307217 19656804 136847465 52669007 35914843 26632015 24631671 26925294 166772830 3850 877 2000 6727 0 3850 877 2000 6727 166766103 146531 87919 398039 612686 762854 2008029 146531 87919 398039 612686 762854 2008029 40692 56957 2720 3192 4673 108234 52856230 36059719 27032774 25247549 27692821 168889093 0.98740 0.96780 0.01190 0.00720 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: NON-OPERATING INCOME - 2020 AMOUNT: $ 40,692. 2021 AMOUNT: $ 56,957. 2022 AMOUNT: $ 2,720. 2023 AMOUNT: $ 3,192. 2024 AMOUNT: $ 4,673. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 163285 -32461 130824 116049 48696 1460 163285 40357 35706 4651 1462189 1262428 199761 204412 DUE TO JOHN A. BURNS SCHOOL OF MEDICINE 1538080 OPERATING LEASE LIABILITIES 1304905 REFUNDABLE ADVANCE 319384 3162369 X 27836789 0 27836789 63414 -95679 -32265 27804524 28661424 0 28661424 63414 63414 28724838 PART V, LINE 4: DURING THE YEAR ENDED JUNE 30, 2013, UCERA RECEIVED A PERMANENTLY RESTRICTED CONTRIBUTION AMOUNTING TO $100,262 TO CREATE AN ENDOWMENT TO SUPPORT THE CLINICAL WORK OF PATRICIA BLANCHETTE, M.D. AS LONG AS SHE IS AFFILIATED WITH UCERA, OR IF SHE NO LONGER HAS SUCH AFFILIATION, TO SUPPORT THE GENERAL CLINICAL WORK OF UCERA. THE PERMANENTLY RESTRICTED CONTRIBUTION WAS HELD IN AN OPERATING CASH ACCOUNT AT JUNE 30, 2013 AND INVESTED IN MARKETABLE SECURITIES IN JUNE 30, 2014. DURING YEAR ENDED JUNE 30, 2022, THE ENDOWMENT WAS RELEASED FROM RESTRICTION AS PATRICIA BLANCHETTE IS NO LONGER AFFILIATED WITH UHP. PART X, LINE 2: U.S. GAAP REQUIRES UNCERTAIN TAX POSITIONS TO BE RECOGNIZED IN THE FINANCIAL STATEMENTS IF THEY ARE MORE LIKELY THAN NOT TO FAIL UPON REGULATORY EXAMINATION. MANAGEMENT HAS EVALUATED UHP'S TAX POSITIONS AS OF JUNE 30, 2025 AND 2024 AND FOR THE YEARS THEN ENDED, AND DETERMINED THAT UHP HAD NO UNCERTAIN TAX POSITIONS REQUIRED TO BE REPORTED IN ACCORDANCE WITH U.S. GAAP. UHP IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS IN PROGRESS FOR ANY OPEN TAX PERIODS. PART XI, LINE 4B - OTHER ADJUSTMENTS: INCREASE (DECREASE) IN NET ASSETS WITH DONOR RESTRICTIONS -95,679. 1 UNIVERSITY OF HAWAI'I FOUNDATION 1810 UNIVERSITY AVENUE SUITE 300 HONOLULU HI 96822 990085260 501(C)(3) 500000 0 TO PROVIDE SUPPORT FOR AN ENDOWED PROFESSORSHIP IN THE AREA OF ADVANCED GYNECOLOGY SURGERY WITHIN THE DEPARTMENT OF OBGYN AT THE UNIVERSITY OF HAWAII AT MANOA JOHN A. BURNS SCHOOL OF MEDICINE. 1 0 PART I, LINE 2: THE GRANT RECIPIENT IS REQUIRED TO SUBMIT AN ANNUAL REPORT ON THE PREVIOUS YEAR'S ACTIVITIES IN CONNECTION WITH THE GRANT. X X X 0 0 0 0 0 0 0 0 0 DANNY TAKANISHI DIRECTOR 45500 243000 0 0 0 0 0 0 0 0 45500 243000 0 0 KAMAL MASAKI DIRECTOR/EMPLOYEE 11552 268674 0 1952 0 0 0 0 0 0 11552 270626 0 0 CLEMENTINA CERIA-ULEP TREASURER 0 275808 0 0 0 0 0 0 0 0 0 275808 0 0 ALLEN HIXON DIRECTOR 0 270207 0 0 0 0 0 0 0 0 0 270207 0 0 SAMUEL SHOMAKER CHAIR 0 266245 0 0 0 0 0 0 0 0 0 266245 0 0 IVICA ZALUD VICE CHAIR 0 257902 0 0 0 0 0 0 0 0 0 257902 0 0 DEREK WONG INTERIM CEO 214140 0 0 0 8298 0 6673 0 9896 0 239007 0 0 0 ANTHONY GUERRERO DIRECTOR/ON-CALL EMPLOYEE 0 238669 0 0 0 0 0 0 0 0 0 238669 0 0 JAMI FUKUI PHYSICIAN 199504 0 30000 0 0 0 6885 0 0 0 236389 0 0 0 HENRY J ELLIS JR CFO 190896 0 0 0 7210 0 5943 0 17507 0 221556 0 0 0 JOSEPH KEAWE KAHOLOKULA ASST. TREASURER 0 217903 0 0 0 0 0 0 0 0 0 217903 0 0 NAOTO UENO CANCER CENTER DIRECTOR 209375 0 0 0 0 0 6281 0 0 0 215656 0 0 0 ELMER TAM CHIEF INFORMATION OFFICER 181356 0 0 0 4716 0 5582 0 11624 0 203278 0 0 0 TYLER WORKMAN CTO CLINIC DIRECTOR & MANAGER 160328 0 0 0 54 0 4811 0 8955 0 174148 0 0 0 SUSAN STEINEMANN PHYSICIAN 168809 0 0 0 0 0 5000 0 0 0 173809 0 0 0 FORM 990, PART I, LINE 6, DESCRIPTION OF VOLUNTEERS: THE ONLY VOLUNTEERS UTILIZED BY UCERA ARE THE VOLUNTEER BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B THE CFO REVIEWS IN DETAIL THE INFORMATION, FIGURES, AND OTHER DETAILS OF THE FORM 990, AND THE FORM 990 IS PRESENTED TO THE FINANCE COMMITTEE. THE BOARD APPROVES THE 990 PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REQUIRES THE BOARD MEMBERS ATTESTATION FOR ANY CONFLICT OF INTEREST ON THE MONTHLY BOARD MEETING. ON AN ANNUAL BASIS THE BOARD MEMBERS SIGN A CONFLICT OF INTEREST STATEMENT AND ARE PROVIDED WITH THE POLICY. FORM 990, PART VI, SECTION B, LINE 15 THE CEO'S COMPENSATION IS REVIEWED AND APPROVED BY THE BOARD AND COMPENSATION COMMITTEE. NATIONAL COMPARATORS ARE USED, INCLUDING THE MEDICAL GROUP MANAGEMENT ASSOCIATION (MGMA) AND ASSOCIATION OF THE AMERICAN MEDICAL COLLEGES (AAMC) BENCHMARKS. THIS PROCESS IS DOCUMENTED IN THE PERSONNEL FILE AND WAS LAST UNDERTAKEN IN 2011. IN ADDITION, IT WAS REVIEWED AND DOCUMENTED BY THE BOARD OF DIRECTORS IN 2016. COMPENSATION OF THE ORGANIZATION'S OFFICERS OR KEY EMPLOYEES ARE DETERMINED USING COMPARATORS INCLUDING: THE MEDICAL GROUP MANAGEMENT ASSOCIATION (MGMA) AND ASSOCIATION OF THE AMERICAN MEDICAL COLLEGES (AAMC) BENCHMARKS, AND THE ROBERT HALF SALARY GUIDE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VII, SECTION A, LINE 1A: REPORTABLE COMPENSATION FROM RELATED ORGANIZATION: MEMBERS OF THE UCERA BOARD ARE NOT COMPENSATED FOR THEIR SERVICE AS BOARD MEMBERS. UCERA BOARD MEMBERS (TAKANISHI, MASAKI, AND MASHIMA) ARE ALSO UCERA EMPLOYEES AND ARE COMPENSATED BY UCERA FOR THEIR WORK AS EMPLOYEES. UCERA BOARD MEMBERS (TAKANISHI, MASAKI, CERIA-ULEP, HIXON, SHOMAKER, ZALUD, GUERRERO, KAHOLOKULA, AND MASHIMA) ARE EMPLOYEES OF RELATED ORGANIZATIONS, THE UNIVERSITY OF HAWAII (UH) JOHN A. BURNS SCHOOL OF MEDICINE, AND ARE COMPENSATED DIRECTLY BY UH FOR THEIR PROFESSIONAL SERVICES AS UH EMPLOYEES. UNIVERSITY HEALTH PARTNERS AKAHAI LLC 677 ALA MOANA BLVD STE 1001 HONOLULU HI 96813 852538506 CONTRACTS WITH MEDICAL PROVIDER HI 0 0 UNIVERSITY CLINICAL EDUCATION & RESEARCH ASSOCIATES (UCERA) UNIVERSITY OF HAWAII JOHN A BURNS SCHOOL OF MEDICINE 651 ILALO STREET MEB 223 HONOLULU HI 96813 996000354 MEDICAL SCHOOL HI N/A 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 UNIVERSITY OF HAWAII JOHN A BURNS SCHOOL OF MEDICINE J 791477 CASH UNIVERSITY OF HAWAII JOHN A BURNS SCHOOL OF MEDICINE K 15745 CASH UNIVERSITY OF HAWAII JOHN A BURNS SCHOOL OF MEDICINE P 5134331 CASH FORM 990, SCHEDULE R, PART V, LINE 2(1): AMOUNT RECEIVED FROM JABSOM ON LEASE AGREEMENTS. FORM 990, SCHEDULE R, PART V, LINE 2(2): AMOUNT PAID TO JABSOM FOR FACILITY AND STORAGE FEES. FORM 990, SCHEDULE R, PART V, LINE 2(3): REIMBURSEMENT PAID TO JABSOM FOR SALARIES, FRINGE BENEFITS, AND MALPRACTICE INSURANCE.