UNIVERSITY PHYSICIANS & SURGEONS I… - Form 990 Financial Data

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1976

Legal Domicile

Principal Officer

BETH HAMMERS

Phone

3046911650

Tax Period

2023-07-01 to 2024-06-30

UNIVERSITY PHYSICIANS & SURGEONS INC, founded in 1976, is a major nonprofit that reported $260.7M in total revenue in fiscal year 2023. Revenue grew 11% year-over-year, indicating healthy expansion. Expenses of $250.0M left a modest 4% surplus.

Mission

TO SUPPORT THE CLINICAL, EDUCATIONAL, RESEARCH AND SERVICES MISSIONS OF THE JOAN C. EDWARDS SCHOOL OF MEDICINE IN ORDER TO BUILD A HEALTHIER TOMORROW.

Program Service Accomplishments

Program 1

Expenses: $236,392,010 Revenue: $247,629,789

THE CORPORATION SUPPORTED THE FACULTY PHYSICIANS OF THE SCHOOL OF MEDICINE IN THEIR PROVISION OF MEDICAL SERVICES WITH APPROXIMATELY 544,000 PATIENT ENCOUNTERS.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $1,121,725

Program Service Revenue $247,629,789

Investment Income $2,584,583

Other Revenue $9,403,887

TOTAL REVENUE $260,739,984

Expense Breakdown

Grants Paid $162,560

Salaries & Benefits $209,771,098

Fundraising Expenses $0

Program Expenses $236,392,010

Other Expenses $40,112,286

TOTAL EXPENSES $250,045,944

Year-over-Year Comparison

	2023	2022	Change
Revenue	$260,739,984	$234,054,946	+0.1%
Expenses	$250,045,944	$238,048,383	+0.1%
Net Income	$10,694,040	$-3,993,437	-3.7%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✓ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

N/A

Employees

2265

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✓ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$8,488,706

Total Directors

$6,177,420

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
VISHAL VERMA	PHYSICIAN	60.00	Highest	$1,494,732	$403,767	$1,923,499
NICOLAS PHAN	PHYSICIAN	60.00	Highest	$1,674,337	$26,280	$1,808,617
SAJEEL KHAN	PHYSICIAN	60.00	Highest	$1,457,386	$21,300	$1,503,686
WESAM FRANDAH	PHYSICIAN	60.00	Highest	$1,387,833	$21,375	$1,435,458
CHAD LAVENDER	PHYSICIAN	60.00	Highest	$1,319,827	$69,377	$1,414,204
ALI OLIASHIRAZI	DIRECTOR	60.00	Director	$899,250	$39,600	$1,290,554
DAVID M WARD	SENIOR VP &	N/A	Officer	$0	$10,123	$929,352
KEVIN W YINGLING	PRESIDENT &	N/A	Officer	$0	$0	$868,858
STEVEN LOCHOW	DIRECTOR	N/A	Director	$0	$9,900	$843,508
MEHIAR EL-HAMDANI	DIRECTOR	60.00	Director	$515,542	$35,267	$808,599
DANA LYCANS	FORMER DIREC	50.00		$747,367	$21,300	$793,667
LARRY DIAL	CHAIR	50.00	Officer Director	$544,214	$21,300	$590,514
ANTHONY ALBERICO	FORMER DIREC	60.00		$442,754	$20,499	$530,757
HOYT J BURDICK	VP CMO	N/A	Officer	$0	$5,238	$510,425
BOBBY MILLER	FORMER CHAIR	40.00		$306,503	$28,500	$503,500
LISA C STUMP	SYSTEM VP &	N/A	Officer	$0	$0	$493,307
DAVID JUDE	FORMER DIREC	50.00		$359,527	$25,800	$485,327
DEWAYNE TACKETT	DIRECTOR	N/A	Director	$0	$9,900	$479,628
STEPHEN PETRANY	DIRECTOR	40.00	Director	$181,736	$23,700	$467,700
ROBERT TAYENGCO	DIRECTOR	N/A	Director	$0	$14,994	$465,524
PAUL E SMITH	CHIEF ADMIN	N/A	Officer	$0	$5,995	$435,988
PAULETTE WEHNER	FORMER SEC/T	40.00		$179,496	$24,000	$424,000
HADASSAH FRYE	DIRECTOR	N/A	Director	$0	$9,900	$422,274
BETH HAMMERS	CEAO	50.00	Officer	$350,000	$19,800	$369,800
SUSAN T ROBINSON	CHIEF HR OFF	N/A	Officer	$0	$0	$364,312
MARK A MORGAN	VP PHYS SERV	N/A	Officer	$0	$0	$363,748
MELISSA E LEASURE	SYSTEM VP &	N/A	Officer	$0	$0	$357,297
REGINA M CAMPBELL	CHIEF NURSIN	N/A	Officer	$0	$0	$344,566
JAMES BECKER	FORMER DIREC	40.00		$235,000	$18,483	$336,538
SUSAN FLESHER	DIRECTOR	50.00	Director	$259,202	$18,965	$335,042
EDUARDO PINO	SYSTEM CMIO	N/A	Officer	$0	$0	$315,512
DAVID GOZAL	VICE-CHAIRMA	50.00	Officer Director	$150,568	$17,308	$312,107
JOSEPH EVANS	FORMER VICE-	50.00		$226,956	$16,548	$296,759
FAREED AZIZ	VP REVENUE C	N/A	Officer	$0	$0	$271,127
BRADLEY BURCK	VP CORP FND	N/A	Officer	$0	$0	$266,016
JOHN M STRAUB	CFO	45.00	Officer	$250,000	$15,000	$265,000
AARON C BLEVINS	CHIEF PHARMA	N/A	Officer	$0	$0	$264,270
SHANNON BROWNING	CMIO	40.00	Officer	$148,180	$13,500	$261,680
NATHAN WARD	COO	50.00	Officer	$210,000	$12,600	$222,600
MICHAEL MCCARTHY	CIO	40.00	Officer	$95,532	$12,037	$212,896
JOHN K FIFE	VP SUPPLY CH	N/A	Officer	$0	$0	$184,167
THOMAS A HEFNER	VP FINANCE	N/A	Officer	$0	$0	$178,914
MICHAEL CHIRICO	FORMER CSO	40.00		$160,209	$9,013	$169,222
ANDREA LAUFFER	DIRECTOR	40.00	Director	$128,198	$8,772	$161,970
SHEANNA SPENCE	CMO	40.00	Officer	$100,250	$6,000	$106,250
F LAYTON COTTRILL	FORMER MU DE	5.00		$20,808	$0	$20,808

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$66,830,985	$67,089,584	$164,508,971	$-258,599
2024	$260,739,984	$250,045,944	$173,806,802	$10,694,040
2023	$234,054,946	$238,048,383	$158,195,383	$-3,993,437
2022	$226,695,087	$216,901,977	$151,420,649	$9,793,110
2021	$260,712,388	$259,718,619	$166,750,078	$993,769
2020	$240,542,935	$241,306,345	$136,768,311	$-763,410
2019	$218,081,600	$214,501,346	$122,182,614	$3,580,254
2018	$190,023,956	$178,947,137	$115,129,993	$11,076,819

UNIVERSITY PHYSICIANS & SURGEONS INC