UNIVERSITY HEALTHCARE ALLIANCE

EIN: 943192446 501(c)(3)

NEWARK, CA

Total Revenue
$348,072,922
Total Expenses
$439,167,153
Total Assets
$184,684,692
Net Assets
$67,072,150
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1993
Legal Domicile
CA
Principal Officer
RICK SHUMWAY PRESIDENT CEO
Phone
5109748274
Tax Period
2023-09-01 to 2024-08-31

UNIVERSITY HEALTHCARE ALLIANCE, founded in 1993, is a major nonprofit that reported $348.1M in total revenue in fiscal year 2023. Revenue decreased 13% compared to the prior year. Expenses of $439.2M exceeded revenue, resulting in a 26% operating deficit.

Mission

ON JULY 26, 2022 STANFORD MARKETING LAUNCHED ORGANIZATIONAL REBRANDING EFFORTS. UHA HAS BEEN RE-BRANDED TO STANFORD MEDICINE PARTNERS ("SMP") AS UHA'S NEW DBA. SMP IS A CALIFORNIA NONPROFIT PUBLIC BENEFIT CORPORATION THAT HAS BEEN ORGANIZED TO OWN AND OPERATE MULTI-SPECIALTY MEDICAL CLINICS IN NORTHERN CALIFORNIA PURSUANT TO CALIFORNIA HEALTH & SAFETY CODE SECTION 1206(1). THROUGH ITS CLINICS, SMP OFFERS A BROAD RANGE OF MEDICAL CARE AND TREATMENT TO ADULT AND PEDIATRIC PATIENTS IN COORDINATION WITH STANFORD HEALTH CARE AND THE STANFORD UNIVERSITY SCHOOL OF MEDICINE (THE MEMBERS). SMP WAS FORMED IN ORDER TO SUPPORT, BENEFIT AND FURTHER THE CHARITABLE, SCIENTIFIC AND HOSPITAL PURPOSES OF THE MEMBERS BY ESTABLISHING, OPERATING AND MAINTAINING MULTI-SPECIALTY MEDICAL CLINICS FOR THE PROVISION OF HEALTHCARE SERVICES IN NORTHERN CALIFORNIA, AND BY ENGAGING IN, SPONSORING, ADVANCING, ENCOURAGING AND PROMOTING CHARITABLE HEALTHCARE, EDUCATION AND MEDICAL RESEARCH ACTIVITIES. THE ESTABLISHMENT AND INTEGRATION OF THE SMP CLINICS INTO A BROADER HEALTH CARE SYSTEM OPERATED THROUGH THE MEMBERS IS INTENDED TO IMPROVE THE AVAILABILITY, EFFECTIVENESS, EFFICIENCY AND QUALITY OF CARE PROVIDED TO INDIVIDUALS RESIDING IN THE COMMUNITIES SERVED BY THE MEMBERS.

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $230,201
Program Service Revenue $345,460,859
Investment Income $2,388,329
Other Revenue $-6,467
TOTAL REVENUE $348,072,922

Expense Breakdown

Grants Paid $5,000
Salaries & Benefits $154,548,611
Fundraising Expenses $0
Program Expenses $380,078,602
Other Expenses $284,613,542
TOTAL EXPENSES $439,167,153

Year-over-Year Comparison

2023 2022 Change
Revenue $348,072,922 $401,072,453 -0.1%
Expenses $439,167,153 $476,845,977 -0.1%
Net Income $-91,094,231 $-75,773,524 +0.2%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Liquidity & Cash Position

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Governance

Voting Members
15
Independent Members
7
Employees
1356
Volunteers
7

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
6
$5,419,368
Total Directors
18
$14,112,479
Key Employees
3
$1,376,629
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
QUINN MCKENNA DIRECTOR 1.0
Director
$0 $82,184 $2,995,552
LINDA HOFF DIRECTOR 1.0
Director
$0 $197,819 $2,526,363
RICK SHUMWAY DIRECTOR, PRESIDENT & CEO 20.0
Officer Director
$0 $284,122 $1,852,319
KONSTANTINA STANKOVIC MD DIRECTOR (FROM 1/24) 1.0
Director
$0 $108,559 $1,648,036
LESLEE SUBAK MD DIRECTOR 1.0
Director
$0 $116,535 $1,482,885
NIRAJ SEHGAL MD CHAIR 1.0
Officer Director
$0 $57,313 $1,103,607
ROBERT HARRINGTON MD DIRECTOR (END 9/23) 1.0
Director
$0 $64,403 $933,034
JENNIE CREWS MD DIRECTOR,CHIEF MEDICAL OFFICER 15.0
Officer Director
$0 $51,194 $825,898
BRYAN BOHMAN MD FORMER CHIEF MEDICAL OFFICER 0.0
$0 $62,584 $793,806
ALLEN METZENBERG DIRECTOR 1.0
Director
$0 $71,138 $744,785
KYLE WICHELMANN CFO (FROM 3/24) 12.0
Officer
$0 $124,605 $658,148
MICHAEL WEATHERFORD CFO (END 6/24) 40.0
Officer
$549,851 $76,721 $626,572
TAYLOR CANNON COO 40.0
Key Emp
$542,373 $80,209 $622,582
ROCHELLE NOONE VP OF HUMAN RESOURCES 40.0
Highest
$397,713 $57,217 $454,930
HILARY GARRIGAN SENIOR ADMINISTRATOR 40.0
Key Emp
$319,556 $95,587 $415,143
KRISTINE OWIESNEY MALMSHEIMER ADMIN DIR. OF CLINICAL OPER. 40.0
Highest
$291,790 $69,378 $361,168
DIONNE HUNTE-MACON EXE. DIR. STR. INIT./SECRETARY 40.0
Officer
$279,115 $73,709 $352,824
AMANDA GIORDANO PRACTICE ADMIN (END 2/24) 40.0
Key Emp
$276,701 $62,203 $338,904
LAURA LECLAIR GRUBB ADMIN DIR. OF HUMAN RESOURCES 40.0
Highest
$261,841 $68,511 $330,352
ELIZABETH LEARY DIR OF POP HEALTH (END 2/24) 40.0
Highest
$271,786 $48,376 $320,162
HAZEL DE LEON DIR. QUALITY & PATIENT SAFETY 40.0
Highest
$270,736 $31,523 $302,259
LEONARD ALMALECH DIRECTOR 1.0
Director
$0 $0 $0
LARRY JACKSON DIRECTOR 1.0
Director
$0 $0 $0
DEBORAH MCKEEHAN DIRECTOR 1.0
Director
$0 $0 $0
GEORGE WOODS MD DIRECTOR 1.0
Director
$0 $0 $0
GRACE ENG MD DIRECTOR (END 3/24) 1.0
Director
$0 $0 $0
TU NGUYEN MD DIRECTOR (END 2/24) 1.0
Director
$0 $0 $0
JEFFREY GUARDINO MD DIRECTOR (FROM 2/24) 1.0
Director
$0 $0 $0
RICHARD SANKARY MD DIRECTOR 1.0
Director
$0 $0 $0
SUEJIN KIM MD DIRECTOR (FROM 6/24) 1.0
Director
$0 $0 $0
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 $348,072,922 $439,167,153 $184,684,692 $-91,094,231
2023 $401,072,453 $476,845,977 $185,203,159 $-75,773,524
2022 $405,557,337 $496,296,267 $183,982,364 $-90,738,930
2021 $400,886,937 $474,220,695 $179,242,314 $-73,333,758
2020 $355,222,634 $442,031,267 $148,322,386 $-86,808,633
2019 $364,638,906 $448,139,944 $82,517,018 $-83,501,038
2018 $381,579,115 $427,347,494 $93,771,105 $-45,768,379
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