UNIVERSITY OF WISCONSIN MEDICAL FOUNDATION INC: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY OF WISCONSIN MEDICAL FOUNDATION INC (EIN 39-1824445)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2021-05-05
- IRS object ID
- 202111259349300226
- Schema version
- 2019v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-05T10:29:59-05:00 | ReturnTs |
| Tax Period End | 2020-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 S WACKER DRIVE STE 3300 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391824445 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF WISCONSIN MEDICAL | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIV | BusinessNameControlTxt |
| Phone | 6082657131 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7974 UW HEALTH COURT | AddressLine1Txt |
| City | MIDDLETON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53562 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JODILYNN VITELLO | PersonNm |
| Person Title | VP OF FINANCE | PersonTitleTxt |
| Phone | 6082657131 | PhoneNum |
| Signature | 2021-04-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | REBEKUH ELEY | PreparerPersonNm |
| PTIN | P01247672 | PTIN |
| Phone | 3126343400 | PhoneNum |
| Preparation | 2021-04-29 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ALAN KAPLAN MD | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7974 UW HEALTH COURT | AddressLine1Txt |
| City | MIDDLETON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53562 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,015,387,261 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.UWHEALTH.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1996 | FormationYr |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Activity Or Mission | UNIVERSITY OF WISCONSIN MEDICAL FOUNDATION (UWMF) SUPPORTS THE TEACHING, RESEARCH AND SERVICE MISSIONS OF THE UNIVERSITY OF WISCONSIN SCHOOL OF MEDICINE AND PUBLIC HEALTH BY PROMOTING THE DELIVERY OF EXCELLENT AND INNOVATIVE PATIENT CARE BY FACULTY AND STAFF WHO SERVE LOCAL, REGIONAL, NATIONAL AND INTERNATIONAL POPULATIONS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 4 | VotingMembersIndependentCnt |
| Total Employee | 5092 | TotalEmployeeCnt |
| Total Volunteers | 4 | TotalVolunteersCnt |
| Total Gross UBI | $1,687,455 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $632,582 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $138,204,587 | PYContributionsGrantsAmt |
| CY Contributions Grants | $158,164,850 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $832,179,791 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $784,991,654 | CYProgramServiceRevenueAmt |
| PY Investment Income | $4,052,468 | PYInvestmentIncomeAmt |
| CY Investment Income | $10,526,670 | CYInvestmentIncomeAmt |
| PY Other Revenue | $2,974,437 | PYOtherRevenueAmt |
| CY Other Revenue | $3,002,537 | CYOtherRevenueAmt |
| PY Total Revenue | $977,411,283 | PYTotalRevenueAmt |
| CY Total Revenue | $956,685,711 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $98,412,019 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $58,058,271 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $609,565,590 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $630,624,806 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $283,140,373 | PYOtherExpensesAmt |
| CY Other Expenses | $270,272,625 | CYOtherExpensesAmt |
| PY Total Expenses | $991,117,982 | PYTotalExpensesAmt |
| CY Total Expenses | $958,955,702 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$13,706,699 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$2,269,991 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $553,569,914 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,086,870,157 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $207,330,548 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $733,546,308 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $346,239,366 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $353,323,849 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | UNIVERSITY OF WISCONSIN MEDICAL FOUNDATION (UWMF) SUPPORTS THE TEACHING, RESEARCH AND SERVICE MISSIONS OF THE UNIVERSITY OF WISCONSIN SCHOOL OF MEDICINE AND PUBLIC HEALTH BY PROMOTING THE DELIVERY OF EXCELLENT AND INNOVATIVE PATIENT CARE BY FACULTY AND STAFF WHO SERVE LOCAL, REGIONAL, NATIONAL AND INTERNATIONAL POPULATIONS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $754,117,205 | ExpenseAmt |
| Grant | $387,244 | GrantAmt |
| Revenue | $784,991,654 | RevenueAmt |
| Desc | FUNDING ALLOCATED TO PROVIDE HEALTHCARE FOR THE BENEFIT OF, AND IN SUPPORT OF, THE PURPOSE OF THE UNIVERSITY OF WISCONSIN SCHOOL OF MEDICINE AND PUBLIC HEALTH. DELIVERY OF PATIENT CARE SERVING LOCAL, REGIONAL, NATIONAL, AND INTERNATIONAL POPULATIONS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $160,782,569 | ExpenseAmt |
| Grant | $41,740,537 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | FUNDING PROVIDED TO SUPPORT THE TEACHING/ACADEMIC MISSION AND SUPPORT THE UNIVERSITY OF WISCONSIN SCHOOL OF MEDICINE AND PUBLIC HEALTH. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $15,083,101 | ExpenseAmt |
| Grant | $15,083,101 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | FUNDING ALLOCATED TO PROVIDE MEDICAL RESEARCH FOR THE BENEFIT OF, AND IN SUPPORT OF, THE PURPOSE OF THE UNIVERSITY OF WISCONSIN SCHOOL OF MEDICINE AND PUBLIC HEALTH. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $847,389 | ExpenseAmt |
| Grant | $847,389 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | OTHER PROGRAM REVENUE AND EXPENSES ALLOCATED TO PROVIDE MEDICAL EDUCATION FOR THE BENEFIT OF AND IN SUPPORT OF THE PURPOSE OF THE UNIVERSITY OF WISCONSIN SCHOOL OF MEDICINE AND PUBLIC HEALTH. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $847,389 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $847,389 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $0 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $930,830,264 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | Yes (1) | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 155 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 5092 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 4 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (1) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | 0 | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT W FLANNERY SVPCFO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6082657131 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7974 UW HEALTH COURT | AddressLine1Txt |
| City | MIDDLETON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53562 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (26 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd | Key EmployeeKeyEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| ALAN KAPLAN MD | ||||||||||
| CHAIRMAN OF THE BOARD | 1.00 | 39.00 | Yes (X) | Yes (X) | $0 | $2,092,242 | $349,262 | |||
| THOMAS ZDEBLICK MD | ||||||||||
| DIRECTOR | 1.00 | 39.00 | Yes (X) | $1,460,146 | $0 | $56,063 | ||||
| MUSTAFA BASKAYA | ||||||||||
| PHYSICIAN | 39.00 | 1.00 | $1,352,232 | $0 | $56,063 | Yes (X) | ||||
| SAMUEL POORE | ||||||||||
| PHYSICIAN | 39.00 | 1.00 | $1,298,129 | $0 | $56,063 | Yes (X) | ||||
| GEOFFREY BAER | ||||||||||
| PHYSICIAN | 39.00 | 1.00 | $1,237,098 | $0 | $56,063 | Yes (X) | ||||
| DAVID NIEMANN | ||||||||||
| PHYSICIAN | 39.00 | 1.00 | $1,182,516 | $0 | $56,063 | Yes (X) | ||||
| KATHERINE GAST | ||||||||||
| PHYSICIAN | 39.00 | 1.00 | $1,106,663 | $0 | $14,063 | Yes (X) | ||||
| PETROS ANAGNOSTOPOULOS MD | ||||||||||
| DIRECTOR (AS OF 1/1/20) | 1.00 | 39.00 | Yes (X) | $1,040,398 | $0 | $57,436 | ||||
| ROBERT FLANNERY | ||||||||||
| FORMER CAO | 0.00 | 0.00 | $916,757 | $0 | $152,609 | Yes (X) | ||||
| PETER NEWCOMER | ||||||||||
| MEDICAL DIRECTOR | 1.00 | 39.00 | $889,482 | $0 | $164,988 | Yes (X) | ||||
| STEPHEN NAKADA MD | ||||||||||
| DIRECTOR | 1.00 | 39.00 | Yes (X) | $930,911 | $0 | $57,436 | ||||
| KELLY WILSON | ||||||||||
| SECRETARY (AS OF 12/18/19) | 1.00 | 39.00 | Yes (X) | $0 | $697,559 | $112,168 | ||||
| LAUREL RICE MD | ||||||||||
| DIRECTOR | 1.00 | 39.00 | Yes (X) | $738,395 | $0 | $57,436 | ||||
| NIZAR JARJOUR MD | ||||||||||
| PRESIDENT | 39.00 | 1.00 | Yes (X) | Yes (X) | $643,712 | $0 | $83,783 | |||
| TERRY YOUNG MD MBA | ||||||||||
| DIRECTOR | 1.00 | 39.00 | Yes (X) | $657,435 | $0 | $57,436 | ||||
| DEBORAH RUSY MD MBA | ||||||||||
| DIRECTOR (UNTIL 12/31/19) | 1.00 | 39.00 | Yes (X) | $453,922 | $0 | $56,063 | ||||
| ELIZABETH TROWBRIDGE MD | ||||||||||
| DIRECTOR | 1.00 | 39.00 | Yes (X) | $421,581 | $0 | $57,113 | ||||
| JODI VITELLO | ||||||||||
| TREASURER | 1.00 | 39.00 | Yes (X) | $0 | $384,044 | $80,883 | ||||
| J CARTER RALPHE MD | ||||||||||
| DIRECTOR | 1.00 | 39.00 | Yes (X) | $366,887 | $0 | $49,285 | ||||
| SANDRA KAMNETZ MD | ||||||||||
| DIRECTOR | 1.00 | 39.00 | Yes (X) | $309,726 | $0 | $48,589 | ||||
| KELSIE DOTY | ||||||||||
| CAO | 40.00 | 0.00 | Yes (X) | Yes (X) | $251,674 | $0 | $60,092 | |||
| JENNIFER ALEXANDER | ||||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| RONALD ANDERSON | ||||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| DEB ARCHER | ||||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| GEORGE KAMPERSCHROER | ||||||||||
| DIRECTOR (AS OF 1/1/20) | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| PATRICIA BRADY | ||||||||||
| DIRECTOR (UNTIL 12/31/19) | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $15,257,664 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $3,173,845 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,738,957 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1470 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | Yes (1) | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ENVIRONMENTAL CONTROL OF WISCONSIN INC | |||||
| 2902 AGRICULTURE DR | MADISON | WI | 53718 | CUSTODIAL SERVICES | $1,285,246 |
| STATE COLLECTION SERVICE | |||||
| PO BOX 6250 | MADISON | WI | 53716 | COLLECTION SERVICES | $1,222,106 |
| COMPHEALTH | |||||
| PO BOX 972651 | DALLAS | TX | 75397 | PHYSICIAN LOCUMS | $991,706 |
| WEATHERBY LOCUMS | |||||
| PO BOX 972633 | DALLAS | TX | 75397 | PHYSICIAN LOCUMS | $976,539 |
| ARUP LABORATORIES | |||||
| PO BOX 27964 | SALT LAKE CITY | UT | 84127 | LAB SERVICES | $915,139 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 120 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $141,688,220 | RelatedOrganizationsAmt |
| Government Grants | $16,476,630 | GovernmentGrantsAmt |
| Total Contributions | $158,164,850 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| PATIENT SERVICES | 621111 | $544,769,775 | $544,769,775 |
| PREMIUM REVENUE | 900099 | $234,843,239 | $234,843,239 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,378,640 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,345,468 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $1,033,172 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $784,991,654 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,735,810 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $410,190 | UnrelatedBusinessRevenueAmt |
| Exclusion | $6,325,620 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $2,204,440 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $845 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $2,203,595 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,203,595 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $244,093 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,959,502 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $60,631,865 | SecuritiesAmt |
| Other | $1,859,700 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $57,838,083 | SecuritiesAmt |
| Other | $862,622 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,793,782 | SecuritiesAmt |
| Other | $997,078 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,790,860 | TotalRevenueColumnAmt |
| Exclusion | $3,790,860 | ExclusionAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $798,942 | TotalRevenueColumnAmt |
| Exclusion | $798,942 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $798,942 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $956,685,711 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $783,958,482 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $1,687,455 | UnrelatedBusinessRevenueAmt |
| Exclusion | $12,874,924 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,058,271 | TotalAmt |
| Program Services | $58,058,271 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,923,821 | TotalAmt |
| Program Services | $4,978,427 | ProgramServicesAmt |
| Management And General | $1,945,394 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $543,573,094 | TotalAmt |
| Program Services | $522,312,665 | ProgramServicesAmt |
| Management And General | $21,260,429 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,205,934 | TotalAmt |
| Program Services | $15,205,934 | ProgramServicesAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,960,678 | TotalAmt |
| Program Services | $39,960,678 | ProgramServicesAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,961,279 | TotalAmt |
| Program Services | $24,961,279 | ProgramServicesAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,364,638 | TotalAmt |
| Program Services | $11,007,961 | ProgramServicesAmt |
| Management And General | $4,356,677 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $136,443 | TotalAmt |
| Management And General | $136,443 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $97,361 | TotalAmt |
| Management And General | $97,361 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,695,299 | TotalAmt |
| Program Services | $10,695,299 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $230,568 | TotalAmt |
| Program Services | $230,568 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,147,953 | TotalAmt |
| Program Services | $1,147,953 | ProgramServicesAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,476,556 | TotalAmt |
| Program Services | $1,476,556 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,780,903 | TotalAmt |
| Program Services | $46,780,903 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,278,140 | TotalAmt |
| Program Services | $2,278,140 | ProgramServicesAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,063,553 | TotalAmt |
| Program Services | $2,063,553 | ProgramServicesAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $329,134 | TotalAmt |
| Management And General | $329,134 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,584,063 | TotalAmt |
| Program Services | $6,584,063 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,549,098 | TotalAmt |
| Program Services | $1,549,098 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| REIMB. OF MED SCHOOL EX | $121,136,716 | $121,136,716 |
| DRUGS AND PATIENT CARE | $48,496,795 | $48,496,795 |
| DUE AND SUBSCRIPTIONS | $2,526,764 | $2,526,764 |
| INCOME TAX EXPENSE | $557,906 | $557,906 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,820,735 | TotalAmt |
| Program Services | $8,820,735 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $958,955,702 | TotalAmt |
| Program Services | $930,830,264 | ProgramServicesAmt |
| Management And General | $28,125,438 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $132,183,677 | BOYAmt |
| EOY | $298,498,538 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $97,661,176 | BOYAmt |
| EOY | $97,682,106 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,070,495 | BOYAmt |
| EOY | $3,913,771 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,106,755 | BOYAmt |
| EOY | $1,112,099 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $155,338,501 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $96,256,533 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $64,955,677 | BOYAmt |
| EOY | $59,081,968 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $167,792,483 | BOYAmt |
| EOY | $172,076,922 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $65,799,651 | BOYAmt |
| EOY | $72,315,782 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $382,188,971 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $553,569,914 | BOYAmt |
| EOY | $1,086,870,157 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $150,240,548 | BOYAmt |
| EOY | $77,137,746 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $19,022,488 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,090,000 | BOYAmt |
| EOY | $25,305,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,000,000 | BOYAmt |
| EOY | $612,081,074 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $207,330,548 | BOYAmt |
| EOY | $733,546,308 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $346,239,366 | BOYAmt |
| EOY | $353,323,849 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $346,239,366 | BOYAmt |
| EOY | $353,323,849 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $553,569,914 | BOYAmt |
| EOY | $1,086,870,157 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$2,269,991 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$2,993,439 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $12,347,913 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $78,422,871 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $96,330,345 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $110,594,924 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $138,204,587 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $158,164,850 | CurrentTaxYearAmt |
| Total | $581,717,577 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $713,369,590 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $750,377,423 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $817,469,698 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $828,351,162 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $783,958,482 | CurrentTaxYearAmt |
| Total | $3,893,526,355 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $791,792,461 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $846,707,768 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $928,064,622 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $966,555,749 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $942,123,332 | CurrentTaxYearAmt |
| Total | $4,475,243,932 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $4,475,243,932 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,358,434 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,320,733 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,826,122 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,912,005 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,285,122 | CurrentTaxYearAmt |
| Total | $36,702,416 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,358,434 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,320,733 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,826,122 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,912,005 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,285,122 | CurrentTaxYearAmt |
| Total | $36,702,416 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $750,810 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $632,582 | CurrentTaxYearAmt |
| Total | $1,383,392 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $266,645 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $283,859 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $299,869 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $236,359 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $798,942 | CurrentTaxYearAmt |
| Total | $1,885,674 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $798,417,540 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $853,312,360 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $936,190,613 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $975,454,923 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $951,839,978 | CurrentTaxYearAmt |
| Total | $4,515,215,414 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99110 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99140 | PublicSupportPY509Pct |
| Investment Income CY | 0.00810 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00810 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | OTHER NON-PROGRAM REVENUE - 2015 AMOUNT: $ 266,645. 2016 AMOUNT: $ 283,859. 2017 AMOUNT: $ 299,869. 2018 AMOUNT: $ 236,359. 2019 AMOUNT: $ 798,942. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,959,113 | OtherCostOrOtherBasisAmt |
| Book Value | $7,959,113 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $72,946,074 | OtherCostOrOtherBasisAmt |
| Depreciation | $32,660,085 | DepreciationAmt |
| Book Value | $40,285,989 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $14,103,418 | OtherCostOrOtherBasisAmt |
| Depreciation | $9,405,363 | DepreciationAmt |
| Book Value | $4,698,055 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $59,770,774 | OtherCostOrOtherBasisAmt |
| Depreciation | $54,191,085 | DepreciationAmt |
| Book Value | $5,579,689 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $559,122 | OtherCostOrOtherBasisAmt |
| Book Value | $559,122 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $59,081,968 | TotalBookValueLandBuildingsAmt |
Invst Program Related Org InvstProgramRelatedOrgGrp (8 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| UNIVERSITY HEALTH CARE, INC. | $40,495,022 | C |
| MADISON MEDICAL CENTER | $13,122,523 | C |
| CHARTWELL WISCONSIN ENTERPRISES, LLC | $7,356,165 | C |
| MADISON SURGERY CENTER | $4,650,146 | C |
| WISCONSIN DIALYSIS, INC. | $3,296,754 | C |
| TRANSFORMATION SURGERY CENTER, INC. | $1,486,477 | C |
| GENERATIONS FERTILITY CARE, INC. | $340,666 | C |
| WISCONSIN SLEEP, INC. | $1,568,029 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Program Rltd | $72,315,782 | TotalBookValueProgramRltdAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| EXECUTIVE DEFERRED COMPENSATION | $161,801 |
| DUE FROM RELATED ORGANIZATIONS | $370,195,001 |
| OTHER ACCOUNTS RECEIVABLE | $11,832,169 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $382,188,971 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| EXECUTIVE DEFERRED COMPENSATION | $161,801 |
| DUE TO RELATED ORGANIZATIONS | $611,919,273 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $612,081,074 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $823,795,794 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$2,993,439 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $11,790,896 | OtherRevenueAmt |
| Revenue Not Reported | $8,797,457 | RevenueNotReportedAmt |
| Revenue Subtotal | $814,998,337 | RevenueSubtotalAmt |
| Other Revenues Not Included | $141,687,374 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $141,687,374 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $956,685,711 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $816,710,422 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $846 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $846 | ExpensesNotReportedAmt |
| Expenses Subtotal | $816,709,576 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $142,246,126 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $142,246,126 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $958,955,702 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | EQUITY IN EARNINGS OF JOINT VENTURES 12,348,802. INCOME TAX EXPENSE -557,906. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | CONTRIBUTED REVENUE PRESENTED NET OF EXPENSE 141,688,220. RENTAL EXPENSES -846. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES 846. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | CONTRIBUTED REVENUE PRESENTED NET OF EXPENSE 141,688,220. INCOME TAX EXPENSE 557,906. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (9 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| UW SCHOOL OF MEDICINE AND PUBLIC HEALTH | |||||||
| 750 HIGHLAND AVENUE | MADISON | WI | 53705 | 396006492 | STATE OF WISCONSIN | $41,740,537 | SUPPORT FUNCTIONS OF THE MEDICAL SCHOOL |
| UNIVERSITY OF WISCONSIN FOUNDATION | |||||||
| 1848 UNIVERSITY AVENUE | MADISON | WI | 53708 | 390743975 | 501(C)(3) | $15,123,951 | RESEARCH SUPPORT |
| ACCESS COMMUNITY HEALTH CENTER | |||||||
| 2202 PARK STREET | MADISON | WI | 53713 | 391391134 | 501(C)(3) | $766,712 | SUPPORT FUNCTIONS OF THE ORGANIZATION |
| UNIVERSITY HEALTH CARE INC | |||||||
| 301 S WESTFIELD ROAD STE 250 | MADISON | WI | 53717 | 391446049 | 501(C)(3) | $261,947 | SUPPORT FOR CONTRACT MANAGEMENT |
| ORTHOPAEDIC RESEARCH AND EDUCATION FOUNDATION | |||||||
| 6300 N RIVER ROAD STE 700 | ROSEMONT | IL | 60019 | 366009467 | 501(C)(3) | $33,000 | SUPPORT FUNCTIONS OF THE ORGANIZATION |
| UNIVERSITY OF WISCONSIN HOSPITALS & CLINICS AUTHORITY | |||||||
| 7974 UW HEALTH COURT MS 1020 | MIDDLETON | WI | 53562 | 391835630 | 501(C)(3) | $24,667 | GALA TABLE SPONSORSHIP |
| FRIENDS OF UW HEALTH | |||||||
| 301 S WESTFIELD ROAD STE 250 | MADISON | WI | 53717 | 510137187 | 501(C)(3) | $8,500 | SUPPORT FUNCTIONS OF THE ORGANIZATION |
| JUVENILE DIABETES RESEARCH FOUNDATION | |||||||
| 434 S YELLOWSTONE DRIVE STE 201 | MADISON | WI | 53719 | 231907729 | 501(C)(3) | $8,500 | SUPPORT FUNCTIONS OF THE ORGANIZATION |
| WISCONSIN ALLIANCE FOR WOMEN'S HEALTH | |||||||
| 147 S BUTLER STREET | MADISON | WI | 53703 | 800287566 | 501(C)(3) | $6,000 | SUPPORT FUNCTIONS OF THE ORGANIZATION |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 9 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE GRANT SCHEDULE FOR UW SCHOOL OF MEDICINE IS BASED ON AN AGREEMENT AT A FIXED AMOUNT. UWMF MAKES A CONTRIBUTION TO UW FOUNDATION FOR R&D BASED ON AGREED UPON LEVELS OF FUNDING. UNIVERSITY HEALTHCARE INC. SUPPORT IS BASED ON THEIR ANNUAL SUPPORT. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (21 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ALAN KAPLAN MD | ||||||||||||||
| CHAIRMAN OF THE BOARD | $0 | $1,550,684 | $0 | $532,875 | $0 | $8,683 | $0 | $311,420 | $0 | $37,842 | $0 | $2,441,504 | $0 | $0 |
| THOMAS ZDEBLICK MD | ||||||||||||||
| DIRECTOR | $1,460,146 | $0 | $0 | $0 | $0 | $0 | $56,000 | $0 | $63 | $0 | $1,516,209 | $0 | $0 | $0 |
| MUSTAFA BASKAYA | ||||||||||||||
| PHYSICIAN | $1,352,232 | $0 | $0 | $0 | $0 | $0 | $56,000 | $0 | $63 | $0 | $1,408,295 | $0 | $0 | $0 |
| SAMUEL POORE | ||||||||||||||
| PHYSICIAN | $1,298,129 | $0 | $0 | $0 | $0 | $0 | $56,000 | $0 | $63 | $0 | $1,354,192 | $0 | $0 | $0 |
| GEOFFREY BAER | ||||||||||||||
| PHYSICIAN | $1,237,098 | $0 | $0 | $0 | $0 | $0 | $56,000 | $0 | $63 | $0 | $1,293,161 | $0 | $0 | $0 |
| DAVID NIEMANN | ||||||||||||||
| PHYSICIAN | $1,182,516 | $0 | $0 | $0 | $0 | $0 | $56,000 | $0 | $63 | $0 | $1,238,579 | $0 | $0 | $0 |
| KATHERINE GAST | ||||||||||||||
| PHYSICIAN | $1,106,663 | $0 | $0 | $0 | $0 | $0 | $14,000 | $0 | $63 | $0 | $1,120,726 | $0 | $0 | $0 |
| PETROS ANAGNOSTOPOULOS MD | ||||||||||||||
| DIRECTOR (AS OF 1/1/20) | $1,040,398 | $0 | $0 | $0 | $0 | $0 | $56,000 | $0 | $1,436 | $0 | $1,097,834 | $0 | $0 | $0 |
| ROBERT FLANNERY | ||||||||||||||
| FORMER CAO | $722,417 | $0 | $188,213 | $0 | $6,127 | $0 | $119,249 | $0 | $33,360 | $0 | $1,069,366 | $0 | $0 | $0 |
| PETER NEWCOMER | ||||||||||||||
| MEDICAL DIRECTOR | $692,791 | $0 | $196,691 | $0 | $0 | $0 | $160,902 | $0 | $4,086 | $0 | $1,054,470 | $0 | $0 | $0 |
| STEPHEN NAKADA MD | ||||||||||||||
| DIRECTOR | $930,911 | $0 | $0 | $0 | $0 | $0 | $56,000 | $0 | $1,436 | $0 | $988,347 | $0 | $0 | $0 |
| KELLY WILSON | ||||||||||||||
| SECRETARY (AS OF 12/18/19) | $0 | $557,568 | $0 | $139,991 | $0 | $0 | $0 | $85,416 | $0 | $26,752 | $0 | $809,727 | $0 | $0 |
| LAUREL RICE MD | ||||||||||||||
| DIRECTOR | $738,335 | $0 | $0 | $0 | $60 | $0 | $56,000 | $0 | $1,436 | $0 | $795,831 | $0 | $0 | $0 |
| NIZAR JARJOUR MD | ||||||||||||||
| PRESIDENT | $570,947 | $0 | $72,765 | $0 | $0 | $0 | $83,720 | $0 | $63 | $0 | $727,495 | $0 | $0 | $0 |
| TERRY YOUNG MD MBA | ||||||||||||||
| DIRECTOR | $657,435 | $0 | $0 | $0 | $0 | $0 | $56,000 | $0 | $1,436 | $0 | $714,871 | $0 | $0 | $0 |
| DEBORAH RUSY MD MBA | ||||||||||||||
| DIRECTOR (UNTIL 12/31/19) | $453,922 | $0 | $0 | $0 | $0 | $0 | $56,000 | $0 | $63 | $0 | $509,985 | $0 | $0 | $0 |
| ELIZABETH TROWBRIDGE MD | ||||||||||||||
| DIRECTOR | $419,259 | $0 | $0 | $0 | $2,322 | $0 | $56,000 | $0 | $1,113 | $0 | $478,694 | $0 | $0 | $0 |
| JODI VITELLO | ||||||||||||||
| TREASURER | $0 | $318,284 | $0 | $63,840 | $0 | $1,920 | $0 | $48,289 | $0 | $32,594 | $0 | $464,927 | $0 | $0 |
| J CARTER RALPHE MD | ||||||||||||||
| DIRECTOR | $366,887 | $0 | $0 | $0 | $0 | $0 | $49,222 | $0 | $63 | $0 | $416,172 | $0 | $0 | $0 |
| SANDRA KAMNETZ MD | ||||||||||||||
| DIRECTOR | $309,726 | $0 | $0 | $0 | $0 | $0 | $48,526 | $0 | $63 | $0 | $358,315 | $0 | $0 | $0 |
| KELSIE DOTY | ||||||||||||||
| CAO | $205,847 | $0 | $43,386 | $0 | $2,441 | $0 | $38,179 | $0 | $21,913 | $0 | $311,766 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | UWMF REIMBURSES CHAIRS AND THE DEAN OF THE MEDICAL SCHOOL FOR THE BUSINESS USE OF THEIR SOCIAL CLUB DUES. AS A BUSINESS EXPENSE, AMOUNTS ARE NOT TAXABLE. |
| PART I, LINE 4B | SEVERAL MEMBERS OF THE BOARD PARTICIPATE IN SUPPLEMENTAL, NON-QUALIFIED RETIREMENT PLANS THROUGH UNIVERSITY OF WISCONSIN MEDICAL FOUNDATION, OR RELATED ORGANIZATIONS. THOSE INDIVIDUALS PARTICIPATE IN A 457(F) PLAN. IN 2019, THE FOLLOWING EMPLOYER CONTRIBUTIONS WERE MADE:: - KELSIE DOTY $6,282 - NIZAR JARJOUR $27,720 - PETER NEWCOMER $104,902 - KELLY WILSON $63,996 - JODI VITELLO $30,400 - ALAN KAPLAN $290,000 NO DISTRIBUTIONS WERE MADE IN 2019. |
| PART II, COLUMN B: | CERTAIN INDIVIDUALS RECEIVED COMPENSATION FROM THE UNIVERSITY OF WISCONSIN SCHOOL OF MEDICINE AND PUBLIC HEALTH, AN UNRELATED ORGANIZATION, FOR THEIR SERVICES AS PHYSICIANS OR PROFESSORS. THE FOLLOWING INDIVIDUALS HAVE THIS COMPENSATION REPORTED ON SCHEDULE J, PART II, COLUMN B(I): - PETROS ANAGNOSTOPOULOS $72,860 - GEOFFREY BAER $62,928 - MUSTAFA BASKAYA $85,029 - NIZAR JARJOUR $305,188 - SANDRA KAMNETZ $115,623 - STEPHEN NAKADA $230,739 - PETER NEWCOMER $112,519 - DAVID NIEMANN $59,480 - SAMUEL POORE $60,019 - JOHN RALPHE $120,115 - LAUREL RICE $179,194 - ELIZABETH TROWBRIDGE $176,893 - TERRI YOUNG $197,209 - THOMAS ZDEBLICK $192,942 - KATHERINE GAST $49,838 - DEBORAH RUSY $80,623 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THE SOLE MEMBER OF THE ORGANIZATION IS THE UNIVERSITY OF WISCONSIN HOSPITALS AND CLINICS AUTHORITY. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE SOLE MEMBER OF THE ORGANIZATION HAS THE POWER TO APPROVE FACULTY AND CHAIR DIRECTORS NOMINATED FOR THE BOARD. |
| FORM 990, PART VI, SECTION A, LINE 7B | THE SOLE MEMBER OF THE ORGANIZATION HAS THE OVERALL RIGHTS TO GOVERN, DIRECT, AND OVERSEE THE PROPERTY, FUNDS, BUSINESS, AND AFFAIRS OF THE ORGANIZATION EXCEPT WHEN RESERVED TO THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION B, LINE 11B | FORM 990 IS COMPLETED BY THE ORGANIZATION'S EXTERNAL ACCOUNTING FIRM. KEY FINANCE EMPLOYEES REVIEW THE FORM 990 TO DETERMINE COMPLETE AND ACCURATE. THE RETURN IS PROVIDED TO THE MEMBERS OF THE BOARD OF DIRECTORS BEFORE FILING. THE RETURN IS SUBMITTED FOR FILING WITH THE INTERNAL REVENUE SERVICE. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE COMPLIANCE AND LEGAL DEPARTMENT REVIEWS CONFLICT OF INTEREST FORMS. IF POTENTIAL CONFLICTS ARE FOUND, THERE IS A DISCUSSION BETWEEN LEGAL SERVICES, THE CAO, AND THE INDIVIDUAL. THE COMPLIANCE DEPARTMENT ISSUES QUESTIONNAIRES ANNUALLY AND THERE IS 100% COMPLIANCE IN RESPONDING. IF THERE IS A CONFLICT, THE FIX IS TO RECUSE ONESELF FROM ANY VOTE. IF IT IS A SENSITIVE MATTER, THE FIX IS TO RECUSE ONESELF FROM THE DISCUSSION AND THE VOTE. THE CONFLICT OF INTEREST POLICY PROVIDES A PROCESS FOR BOTH VOLUNTARY AND INVOLUNTARY RECUSAL. |
| FORM 990, PART VI, SECTION B, LINE 15 | A COMPENSATION REVIEW COMMITTEE (CRC) HAS BEEN ESTABLISHED. THE COMMITTEE SHALL CONSIST EXCLUSIVELY OF THE PUBLIC DIRECTORS. THE CRC SHALL ACT IN ACCORDANCE WITH THE FOUNDATION'S COMPENSATION PRINCIPLES AND POLICY. THE COMMITTEE SHALL MAKE FINAL DECISIONS ON SUCH MATTERS AFTER SATISFYING ITSELF THAT THE STANDARDS SET IN THE FOUNDATION'S COMPENSATION PRINCIPLES AND POLICY HAVE BEEN MET. THE COMMITTEE MAY REQUEST ADDITIONAL DATA OR INFORMATION PRIOR TO APPROVING MATTERS WITHIN ITS JURISDICTION. THE CRC SHALL TAKE FINAL ACTION TO APPROVE OR DISAPPROVE ALL FOUNDATION AND DEPARTMENTAL COMPENSATION FORMULAE AND POLICY. THE COMMITTEE ENGAGES AN INDEPENDENT COMPENSATION CONSULTANT TO REVIEW PHYSICIAN COMPENSATION. OUTLIERS IDENTIFIED ARE SUBSTANTIATED. A PRESENTATION IS MADE TO THE CRC FOR APPROVAL. EXECUTIVE COMPENSATION IS BASED ON COMPARATIVE DATA WITH LIKE POSITIONS WITHIN THE MARKET. THE COMPENSATION FOR PRESIDENT, CAO, AND ALL VICE PRESIDENTS IS PRESENTED TO THE COMPENSATION COMMITTEE ANNUALLY. THIS COMMITTEE IS COMPRISED OF THE UWMF'S PUBLIC BOARD MEMBERS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE FINANCIAL STATEMENTS, BYLAWS, ARTICLES, CONFLICT OF INTEREST POLICIES, TAX RETURNS, AND FORM 1023 ARE AVAILABLE UPON REQUEST FROM THE CORPORATE OFFICE FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN IRC SECTION 6104(D). |
| FORM 990, PART XI, LINE 9: | EQUITY INTEREST IN INCOME OF JOINT VENTURES 12,347,913. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (16 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| UNIVERSITY OF WI HOSPITAL AND CLINICS AUTHORITY | |||||||||||
| 7974 UW HEALTH COURT | MIDDLETON | WI | 53562 | 391835630 | HOSPITAL AND CLINICS | WI | 501(C)(3) | LINE 3 | N/A | 0 | |
| REGIONAL DIVISION INC | |||||||||||
| 7974 UW HEALTH COURT NO MC1020 | MIDDLETON | WI | 53562 | 391446049 | REGIONAL PARENT CORP. TO MANAGE AND DIRECT ACTIVITIES OF ENTITIES | WI | 501(C)(3) | LINE 12A | Yes (1) | UNIVERSITY OF WI HOSPITAL AND CLINICS AUTHORITY | |
| UNIVERSITY HEALTH CARE INC | |||||||||||
| 7974 UW HEALTH COURT | MIDDLETON | WI | 53562 | 472553196 | SUPPORT ORGANIZATION | WI | 501(C)(3) | LINE 12A | Yes (1) | UNIVERSITY OF WI HOSPITAL AND CLINICS AUTHORITY | |
| SWEDISHAMERICAN HEALTH SYSTEM CORPORATION | |||||||||||
| 1401 EAST STATE STREET | ROCKFORD | IL | 61104 | 363241458 | PARENT CORPORATION TO MANAGE AND DIRECT ACTIVITES OF ENTITIES | IL | 501(C)(3) | LINE 12A | Yes (1) | REGIONAL DIVISION INC | |
| SWEDISHAMERICAN FOUNDATION | |||||||||||
| 1415 EAST STATE STREET | ROCKFORD | IL | 61104 | 363097493 | SUPPORTS FUNDRAISING FOR SWEDISHAMERICAN HOSPITAL | IL | 501(C)(3) | LINE 7 | Yes (1) | SWEDISHAMERICAN HOSPITAL | |
| SWEDISHAMERICAN REALTY CORPORATION | |||||||||||
| 1313 EAST STATE STREET | ROCKFORD | IL | 61104 | 363248013 | TITLE HOLDING COMPANY | IL | 501(C)(2) | Yes (1) | SWEDISHAMERICAN HEALTH SYSTEM CORPORATION | ||
| SWEDISHAMERICAN HOSPITAL SELF INSURANCE TRUST | |||||||||||
| 1401 EAST STATE STREET | ROCKFORD | IL | 61104 | 366652702 | HOSPITAL MALPRACTICE TRUST | VT | 501(C)(3) | LINE 12A | Yes (1) | SWEDISHAMERICAN HOSPITAL | |
| WISCONSIN THERAPIES INC | |||||||||||
| 7974 UW HEALTH COURT | MIDDLETON | WI | 53562 | 391807425 | INFUSION THERAPY | WI | 501(C)(3) | LINE 12A | Yes (1) | UNIVERSITY OF WI HOSPITAL AND CLINICS AUTHORITY | |
| GENERATIONS FERTILITY CARE | |||||||||||
| 2365 DEMING WAY | MIDDLETON | WI | 53562 | 273496527 | REPRODUCTIVE ENDOCRINOLOGY AND INFERTILITY SERVICES | WI | 501(C)(3) | LINE 10 | N/A | Yes (1) | |
| WISCONSIN DIALYSIS | |||||||||||
| 3034 FISH HATCHERY ROAD | FITCHBURG | WI | 53713 | 300072647 | DIALYSIS SERVICES | WI | 501(C)(3) | LINE 12C | N/A | Yes (1) | |
| MADISON SURGERY CENTER | |||||||||||
| 7974 UW HEALTH COURT | MIDDLETON | WI | 53562 | 391940656 | HEALTH CARE SERVICES AND TRAINING | WI | 501(C)(3) | LINE 10 | N/A | Yes (1) | |
| UW HEALTH ACO INC | |||||||||||
| 7974 UW HEALTH COURT | MIDDLETON | WI | 53562 | 455490584 | ACCOUNTABLE CARE ORGANIZATION | WI | 501(C)(3) | LINE 10 | Yes (1) | UNIVERSITY OF WI HOSPITAL AND CLINICS AUTHORITY | |
| SWEDISHAMERICAN HOSPITAL | |||||||||||
| 1401 EAST STATE STREET | ROCKFORD | IL | 61104 | 362222696 | HOSPITAL | IL | 501(C)(3) | LINE 3 | Yes (1) | SWEDISHAMERICAN HEALTH SYSTEM CORPORATION | |
| QUARTZ HEALTH PLAN CORPORATION | |||||||||||
| 840 CAROLINA STREET | SAUK CITY | WI | 53583 | 391807071 | HEALTH MAINTENANCE ORGANIZATION | WI | 501(C)(4) | Yes (1) | UNIVERSITY HEALTH CARE | ||
| QUARTZ HEALTH PLAN MN CORPORATION | |||||||||||
| 840 CAROLINA STREET | SAUK CITY | WI | 53583 | 452633920 | HEALTH INSURANCE | WI | 501(C)(4) | Yes (1) | QUARTZ HEALTH PLAN CORPORATION | ||
| ISTHMUS PROJECT INC | |||||||||||
| 600 HIGHLAND AVENUE | MADISON | WI | 53792 | 832278676 | RESEARCH AND INNOVATION | WI | 501(C)(3) | LINE 12A | Yes (1) | UNIVERSITY OF WI HOSPITAL AND CLINICS AUTHORITY | |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Predominant Income TypePredominantIncomeTypeTxt | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd |
|---|---|---|---|---|---|---|---|---|---|---|
| THREE RIVERS PARTNERS LLC | ||||||||||
| 1313 EAST STATE STREET | ROCKFORD | IL | 61104 | 262231757 | INFORMATION TECHNOLOGY SERVICES | IL | N/A | N/A | 0 | 0 |
| NORTHERN ILLINOIS VEIN CLINIC | ||||||||||
| 2550 CHARLES STREET | ROCKFORD | IL | 61108 | 201642329 | OUTPATIENT HEALTH SERVICES | IL | N/A | N/A | 0 | 0 |
| CHARTWELL WISCONSIN ENTERPRISES LLC | ||||||||||
| 2241 PINEHURST DRIVE | MIDDLETON | WI | 53562 | 391796267 | PARENT ENTITY OF CMW AND CMW-HR | WI | N/A | N/A | 0 | 0 |
| MADISON MEDICAL CENTER LLP | ||||||||||
| 7974 UW HEALTH COURT | MIDDLETON | WI | 53562 | 391329429 | REAL ESTATE | WI | N/A | N/A | 0 | 0 |
| SIXTH STREET MEDICAL LLC | ||||||||||
| 7974 UW HEALTH COURT | MIDDLETON | WI | 53562 | 472705724 | REAL ESTATE | WI | N/A | N/A | 0 | 0 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (9 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|
| SARI INSURANCE COMPANY | |||||||||
| 76 ST PAUL STREET SUITE 500 | BURLINGTON | VT | 054014477 | 030308753 | CAPTIVE INSURANCE COMPANY | VT | SAHS CORPORATION | C | Yes (1) |
| STATE & CHARLES INC | |||||||||
| 1313 EAST STATE STREET | ROCKFORD | IL | 61104 | 363321193 | HOLDING COMPANY | IL | SAHS CORPORATION | C | Yes (1) |
| SWEDISHAMERICAN HEALTH MANAGEMENT CORP | |||||||||
| 1401 EAST STATE STREET | ROCKFORD | IL | 61104 | 363246511 | MANAGEMENT SERVICES | IL | STATE & CHARLES INC | C | Yes (1) |
| QUARTZ HEALTH BENEFIT PLANS CORPORATION | |||||||||
| 840 CAROLINA STREET | SAUK CITY | WI | 53583 | 391450766 | HEALTH MAINTENANCE ORGANIZATION | WI | UNIVERSITY HEALTH CARE INC | C | Yes (1) |
| HEALTH PROFESSIONALS OF WISCONSIN | |||||||||
| 301 SOUTH WESTFIELD ROAD | MADISON | WI | 53717 | 391806711 | REAL ESTATE | WI | UNIVERSITY HEALTH CARE INC | C | Yes (1) |
| PHYSICIAN'S CARE NETWORK | |||||||||
| 1313 EAST STATE STREET | ROCKFORD | IL | 61104 | 363455791 | HEALTH SERVICES | IL | STATE & CHARLES INC | C | Yes (1) |
| QUARTZ HEALTH SOLUTIONS | |||||||||
| 840 CAROLINA STREET | SAUK CITY | WI | 53583 | 465710709 | INSURANCE | WI | UNIVERSITY HEALTH CARE INC | C | Yes (1) |
| QUARTZ HOLDING COMPANY | |||||||||
| 840 CAROLINA STREET | SAUK CITY | WI | 53583 | 821728929 | HOLDING COMPANY | WI | UNIVERSITY HEALTH CARE INC | C | Yes (1) |
| QUARTZ HEALTH INSURANCE CORPORATION | |||||||||
| 840 CAROLINA STREET | SAUK CITY | WI | 53583 | 391565691 | HEALTH MAINTENANCE ORGANIZATION | WI | QUARTZ HOLDING COMPANY | C | Yes (1) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (1) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (1) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (10 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| MADISON MEDICAL CENTER LLP | ||
| L | $115,831 | FMV |
| MADISON MEDICAL CENTER LLP | ||
| K | $1,787,048 | FMV |
| MADISON SURGERY CENTER | ||
| O | $6,673,537 | FMV |
| MADISON SURGERY CENTER | ||
| L | $933,290 | FMV |
| MADISON SURGERY CENTER | ||
| L | $830,993 | FMV |
| MADISON SURGERY CENTER | ||
| C | $2,000,000 | FMV |
| MADISON SURGERY CENTER | ||
| A | $1,678,518 | FMV |
| UW HEALTH ACO INC | ||
| M | $89,553 | FMV |
| UW HEALTH ACO INC | ||
| O | $161,055 | FMV |
| UNIVERSITY HEALTH CARE INC | ||
| Q | $261,947 | FMV |