UCARE MINNESOTA: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- UCARE MINNESOTA (EIN 36-3573805)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-10-15
- IRS object ID
- 201942889349302304
- Schema version
- 2018v3.1
- 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 | 2019-10-15T16:36:15-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 363573805 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UCare Minnesota | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UCAR | BusinessNameControlTxt |
| Phone | 6126766500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 Stinson Blvd NE | AddressLine1Txt |
| City | Minneapolis | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55413 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Beth Monsrud | PersonNm |
| Person Title | SVP & CFO/Treasurer | PersonTitleTxt |
| Phone | 6126766500 | PhoneNum |
| Signature | 2019-10-15 | SignatureDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 192.31.188.252 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-10-15 | IPDt |
| IP Tm | 16:33:30 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | D3A006131336D2C4A5EA98C6E294D56E138DD4BD | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | D3A006131336D2C4A5EA98C6E294D56E138DD4BD | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Mark W Traynor | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 Stinson Blvd NE | AddressLine1Txt |
| City | Minneapolis | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55413 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $3,921,000,122 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.ucare.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1987 | FormationYr |
| Legal Domicile State | MN | LegalDomicileStateCd |
| Activity Or Mission | To operate a health maintenance organization dedicated to promoting the health of the community served by making quality health care available on an economically advantageous prepaid basis | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 7 | VotingMembersIndependentCnt |
| Total Employee | 1124 | TotalEmployeeCnt |
| Total Volunteers | 2700 | TotalVolunteersCnt |
| Total Gross UBI | $45,776 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $585,045 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $111,457 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,723,972,489 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $3,419,164,990 | CYProgramServiceRevenueAmt |
| PY Investment Income | $23,859,103 | PYInvestmentIncomeAmt |
| CY Investment Income | $27,075,104 | CYInvestmentIncomeAmt |
| PY Other Revenue | $746,673 | PYOtherRevenueAmt |
| CY Other Revenue | $52,547 | CYOtherRevenueAmt |
| PY Total Revenue | $2,748,689,722 | PYTotalRevenueAmt |
| CY Total Revenue | $3,446,292,641 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $5,885,864 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $4,652,335 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $78,576,606 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $96,227,256 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,576,934,132 | PYOtherExpensesAmt |
| CY Other Expenses | $3,304,746,041 | CYOtherExpensesAmt |
| PY Total Expenses | $2,661,396,602 | PYTotalExpensesAmt |
| CY Total Expenses | $3,405,625,632 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $87,293,120 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $40,667,009 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,292,763,817 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,343,989,692 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $631,792,643 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $677,688,282 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $660,971,174 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $666,301,410 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | UCare will improve the health of our members through innovative services and partnerships across communities. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $3,297,088,880 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $3,419,164,990 | RevenueAmt |
| Desc | UCare organizes and operates a health maintenance organization (HMO) providing coordinated health care and coverage for over 400,000 individuals from the community enrolled in state government programs, federal Medicare Advantage programs, dually eligible Medicare and Medicaid programs, and MNsure marketplace plans. UCare's programs provide services to seniors, low-income families, those with physical disabilities, and other individuals who may have challenges accessing health care. UCare is dedicated to promoting the health of the community it serves and makes quality health care available on an economically advantageous, prepaid basis to that community. Our services are guided by UCare's mission which is to improve the health of our members through innovative services and partnerships across communities.In 2018, UCare's quality monitoring, program initiatives and services demonstrated many significant activities and outcomes. The highlights are outlined as follows:Statistically significant (p>0.05) clinical improvements for our members were achieved in the following Healthcare Effectiveness Data and Information Set ("HEDIS") measurements for certain state, dual eligible, and individual programs : Child Immunization, Cardio Statin Therapy, Transitions of Care, Chlamydia Screening, Adolescent Well Care, Child BMI and Counseling, Annual Dental Visit, Children's Access to PCP, Adults Access. Overall, UCare delivered high quality health care and helped members achieve improved health outcomes in Medicare and Medicaid as demonstrated by achieving HEDIS measures that were above the national 75th percentile in more than half (33% to 64%) of all measures.UCare's health improvement efforts also were reflected in 2018 by earning 4.5 stars out of 5 in the CMS Medicare Performance Assessment report for its UCare for Seniors product and 4 stars for the Minnesota Senior Health Options product. In addition, UCare retained "Excellent" accreditation status for UCare for Seniors and "Accredited" status (highest level attainable) for UCare's market place plans.UCare provided many health promotion, disease management, care management and wellness programs. These efforts not only benefit the health of enrollees, but positively affect their families and larger communities. Examples include: disease management programs for asthma, diabetes, chronic kidney disease, and congestive heart failure; falls prevention programs to improve safety of seniors; Management of Maternity Services (M.O.M.S.) programs that provide resources to enrollees and providers to improve pregnancy and post-partum health, car seat distribution and education to pregnant women and children; tobacco cessation programs and services to help members live nicotine free, and distribution of free materials on health education and proper use of urgent and emergency facilities at community forums. In addition, UCare supports member health with access to many different fitness options as well as discounts on services that are health and wellness related but may not be covered by the member's basic benefit plan, including healthy food discounts, alternative medicine and community education. UCare conducted a variety of health related educational sessions, tools and materials for members, providers, and the general public. UCare developed and delivered Medicare general education sessions across the state of Minnesota. These meetings were open to anyone in the community, especially those who will be or know someone who will be aging in to Medicare in the near future and is interested in learning about all aspects of the federal Medicare program and system. In 2018, UCare conducted 463 Medicare education classes which were attended by 2,802 individuals. For network providers to improve care delivery for all patients, UCare developed a provider tool kit and conducted a webinar series on opioid issues. UCare partnered with the Somali community to conduct culturally appropriate health education classes for community families, elders and imams regarding preventative care and chronic condition management. UCare also produced numerous newsletter articles educating both members and providers about various topics, including dental benefits, chronic condition management, new provider search tool, Medicare coverage updates and caregiving support for families. UCare provided health related screenings and services that are available at no or low cost to members and the general public. In partnership with HealthFair 11, UCare supported providing various free health related screenings, flu shots, and health educational information to the general public via the UCare Healthmobile at various community events and at the Minnesota State Fair. In 2018, UCare provided a total of 2,854 cholesterol, glucose and blood pressure screenings, as well as BMI tests at 19 different community events in the Healthmobile. Over the 12 days of the 2018 Minnesota State Fair, UCare in partnership with HealthFair 11 provided over 114,000 health related screenings, tests, flu shots or health education information. UCare's Mobile Dental Clinic (MDC), operated with the University of Minnesota's School of Dentistry, offers quality oral health care to UCare members with dental access issues. In 2018, the MDC staff performed preventive and restorative procedures for more than 1,000 members at eleven sites in Minnesota and supported dental health in the general disability community at the 2018 Minnesota Special Olympics event. UCare targeted areas of the state with limited dental access for individuals on State Public Programs. UCare health plan employees also devoted time to participate in community related collaborations and partnerships that support efforts to improve health care quality and research initiatives, advance public health and health care access, and reduce health care disparities or social determinants of health, including projects aimed at improving the cultural competence of health care delivery. Examples of organizations and collaborations with which UCare employees worked include: WellShare Community Health Worker Partnership, Institute for Clinical Systems Improvement, Minnesota Community Measurement, MN Homeless, and Parents in Community Action Head Start, Hmong American Partnership, Minnesota Health Literacy Partnership, Minnesota Public Health Association, and the Multilingual Health Resource Exchange. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $4,652,335 | ExpenseAmt |
| Grant | $4,652,335 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | In addition to UCare's business of providing public health care program plans that seek to improve the health of our communities, UCare's community benefit efforts go beyond our everyday commitment to members. Through UCare's community benefit program, we reach out to the larger community by:-Addressing social risk factors that may undermine the health of the community;-Strengthening the providers that serve populations with challenges accessing care; -Encouraging the wellness of families and seniors in our neighborhoods; -Supporting research, programs, and organizations that benefit health care quality and delivery;-Supporting medical education related to improving access to primary care.Through UCare's Community Benefit Program, UCare makes financial contributions to the extent funds are available for general community benefit. UCare provided funds to the University of Minnesota Medical School, Department of Family Medicine & Community Health (the Department) which supported purposes and activities of both organizations through meeting the primary care needs of the community, particularly underserved individuals and advancing community medical education. With the support of UCare funding and patients, the Department administered ten family medicine residency and fellowship programs, as well as operated four family medicine residency clinics that teach residents and other medical students and provide team based care in urban and rural underserved areas of Minnesota. The family medicine clinics also educated medical residents on evolving alternative care delivery models, including transition care management, complex care collaboration, chronic pain protocols, health care home certification and coordination with community health care workers. In addition to providing critical funding to support family medicine education, faculty participated in various community outreach efforts including at the Phillips Neighborhood Clinic, Mpls School based clinics and Northside Neighborhood Achievement Zone. Medical care was given for those experiencing homelessness including at the Bridge for Youth and at Exodus House. UCare funding was also used to support Department research activities focused on the study of health disparities, health care delivery and population health.UCare provided financial support for the UCare Foundation a community-directed initiative of UCare. Grant-making from the Foundation is focused on programs and initiatives that improve the health of underserved populations in the Twin Cities and throughout Greater Minnesota with innovative services, education, community outreach, and research. In 2018, grants provided by the Foundation using funds contributed by UCare included support for a newspaper that promotes social inclusion and legal rights of people with disabilities; a mobile grocery store that increases access to healthy, affordable food in under-resourced area and programs that provide various supports to aging seniors who are struggling to live independently in the community and experiencing social isolation. During 2018, UCare also helped many community organizations and providers delivering services, research, and programs that reach beyond UCare's membership, including efforts to strengthen the social safety net for at-risk families and seniors and advance efforts to address issues related to social determinants of health. UCare provided grants to thirteen rural Minnesota provider care systems to support the development and operation of various models, initiatives, and programs related to food insecurity, children's initiatives, mental health resources, chronic condition management, opioid use, and home based programs. Other community based organization examples include: the Courage Kenny Rehabilitation Institute as they maximize the quality of life for people of all ages and abilities by delivering comprehensive, person-centered rehabilitation; Human Rights Campaign that works to ensure basic equal rights to lesbian, bisexual, transgender and gay people; National Alliance for the Mentally Ill, a grassroots organization dedicated to building better lives for those affected by mental illness; and the Minnesota Academy of Family Physicians Research Forum which provides opportunities for family medicine researchers to share innovations in their field.Finally, UCare also encouraged employees and their families to volunteer time and financial resources in the community. UCare provides organizational support for volunteer services to education, social services, and health organizations that build capacity in local communities to improve the welfare of at-risk families and seniors. Examples of employee volunteer efforts include support for the following: Adopt-a-Family Gift Drive, Food/School Supply Drives, Jeremiah House "Cook for Kids", and Meals on Wheels, Keystone Community Services Food Shelf, and Little Brothers Friends of the Elderly. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $3,301,741,215 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | 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 |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | Yes (1) | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | 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 With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| 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 | 6078 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 1124 | 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 | 7 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | 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 | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
| Other | Yes (X) | OtherInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Greg Marshall | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6126766500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 Stinson Blvd NE | AddressLine1Txt |
| City | Minneapolis | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55413 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (29 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 | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| James Pacala MD | |||||||||
| Board Chair | 0.20 | 40.40 | Yes (X) | Yes (X) | $7,500 | $364,604 | $70,827 | ||
| James Van Vooren MD | |||||||||
| Vice Chair | 0.20 | 40.40 | Yes (X) | Yes (X) | $9,500 | $187,644 | $77,445 | ||
| Patricia Adam MD | |||||||||
| Director | 0.20 | 40.40 | Yes (X) | $7,750 | $204,877 | $72,457 | |||
| Charity Bennett | |||||||||
| Director | 0.10 | 0.20 | Yes (X) | $7,750 | $0 | $0 | |||
| Mirella Ceja-Orozco | |||||||||
| Director through 4/6/18 | 0.10 | 0.20 | Yes (X) | $2,166 | $0 | $0 | |||
| Thomas DePhillips | |||||||||
| Director effective 8/1/18 | 0.20 | 40.40 | Yes (X) | $3,750 | $191,804 | $63,586 | |||
| Catherine Godlewski | |||||||||
| Director through 8/1/18 | 0.20 | 40.40 | Yes (X) | $4,833 | $145,095 | $32,130 | |||
| John Gross | |||||||||
| Director | 0.10 | 0.20 | Yes (X) | $8,450 | $0 | $0 | |||
| P Jay Kiedrowski | |||||||||
| Director | 0.10 | 0.20 | Yes (X) | $8,750 | $0 | $0 | |||
| Teresa McCarthy MD | |||||||||
| Director | 0.20 | 40.40 | Yes (X) | $8,500 | $184,823 | $48,267 | |||
| Bert McKasy | |||||||||
| Director | 0.10 | 0.20 | Yes (X) | $8,750 | $0 | $0 | |||
| James Miller | |||||||||
| Director through 8/31/18 | 0.10 | 0.20 | Yes (X) | $5,833 | $0 | $0 | |||
| Peter Mitsch | |||||||||
| Director | 0.20 | 40.40 | Yes (X) | $8,750 | $360,097 | $77,903 | |||
| Patricia Nelson | |||||||||
| Director effective 10/3/19 | 0.10 | 0.20 | Yes (X) | $2,417 | $0 | $0 | |||
| Robert Riskin | |||||||||
| Director effective 6/6/19 | 0.10 | 0.20 | Yes (X) | $5,083 | $0 | $0 | |||
| William Roberts MD | |||||||||
| Director | 0.20 | 40.40 | Yes (X) | $8,500 | $164,346 | $79,032 | |||
| Lance Teachworth | |||||||||
| Director | 0.10 | 0.20 | Yes (X) | $7,500 | $0 | $0 | |||
| Michael Wootten MD | |||||||||
| Director | 0.20 | 40.40 | Yes (X) | $7,250 | $214,249 | $52,169 | |||
| Mark Traynor | |||||||||
| Pres & CEO | 40.00 | 0.20 | Yes (X) | $937,779 | $0 | $134,020 | |||
| Beth Monsrud | |||||||||
| SVP, CFO & Treasurer | 40.00 | 0.20 | Yes (X) | $518,671 | $0 | $81,592 | |||
| Daniel Santos SVP Chief Legal | |||||||||
| Officer & Secretary eff 10/1/18 | 40.00 | 0.20 | Yes (X) | $96,624 | $0 | $2,103 | |||
| Hilary Marden-ResnikSVP Chief Admin | |||||||||
| Officer & Secretary through 10/1/18 | 40.00 | 0.20 | Yes (X) | $462,740 | $0 | $79,251 | |||
| Ghitiann Worcester | |||||||||
| SVP Public Affairs & Development | 40.00 | 0.20 | $466,305 | $0 | $67,496 | Yes (X) | |||
| Lawrence Lee SVP Chief Medical | |||||||||
| Officer through 7/20/18 | 40.00 | 0.20 | $310,104 | $0 | $46,239 | Yes (X) | |||
| Jamie Carsello | |||||||||
| VP, Chief Informatics Officer | 40.00 | 0.00 | $323,047 | $0 | $37,655 | Yes (X) | |||
| David Albright | |||||||||
| VP, Chief Information Officer | 40.00 | 0.00 | $305,193 | $0 | $40,469 | Yes (X) | |||
| Margaret Lindberg | |||||||||
| VP, Marketing & Product Management | 40.00 | 0.00 | $295,390 | $0 | $44,386 | Yes (X) | |||
| Flynn Mary Jo | |||||||||
| VP, Compliance & Internal Audit | 40.00 | 0.00 | $279,244 | $0 | $29,002 | Yes (X) | |||
| Peters Jeri | |||||||||
| VP, Chief Nursing Officer | 40.00 | 0.00 | $274,504 | $0 | $37,450 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $4,392,633 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $2,017,539 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,173,479 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 192 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| OPTUMINSIGHT | |||||
| 12125 TECH-JACK | CHICAGO | IL | 606895327 | Chart Review, Actuarial & Consulting | $10,341,147 |
| PRESTON KELLY INC | |||||
| 222 1ST AVE | MINNEAPOLIS | MN | 55413 | Advertising Services | $8,227,423 |
| HEALTHEDGE SOFTWARE INC | |||||
| 30 CORPORATE | BURLINGTON | MA | 01803 | Software Licensing & Support | $7,670,487 |
| ON-DEMAND SERVICES GROUP INC | |||||
| PO BOX 962 | BURNSVILLE | MN | 55337 | Temporary Staffing | $2,899,776 |
| COMPUTEX TECHNOLOGY SOLUTIONS | |||||
| 2870 7TH ST N | DALLAS | TX | 75267 | Digital Supplies | $2,461,862 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 114 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Medicare/Medicaid Payments | 524114 | $3,114,851,919 | $3,114,851,919 |
| Medicare Member Premiums | 524114 | $141,381,787 | $141,381,787 |
| Individual Member Payments | 524114 | $103,283,167 | $103,283,167 |
| Federal Subsidized Premiums | 524114 | $59,793,546 | $59,793,546 |
| State Subsidized Premiums | 524114 | -$145,429 | -$145,429 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $3,419,164,990 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $30,440,155 | TotalRevenueColumnAmt |
| Exclusion | $30,440,155 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $471,342,430 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $474,707,481 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$3,365,051 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$3,365,051 | TotalRevenueColumnAmt |
| Exclusion | -$3,365,051 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| Service Revenue | 561000 | $45,776 | $45,776 | |
| Misc Revenue | 524114 | $6,771 | $6,771 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $52,547 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,446,292,641 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,419,164,990 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $45,776 | UnrelatedBusinessRevenueAmt |
| Exclusion | $27,081,875 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,652,335 | TotalAmt |
| Program Services | $4,652,335 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,493,583 | TotalAmt |
| Management And General | $3,493,583 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $70,814,116 | TotalAmt |
| Program Services | $57,913,196 | ProgramServicesAmt |
| Management And General | $12,900,920 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,246,743 | TotalAmt |
| Program Services | $2,313,956 | ProgramServicesAmt |
| Management And General | $932,787 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,419,304 | TotalAmt |
| Program Services | $9,149,630 | ProgramServicesAmt |
| Management And General | $3,269,674 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,253,510 | TotalAmt |
| Program Services | $4,897,713 | ProgramServicesAmt |
| Management And General | $1,355,797 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $491,833 | TotalAmt |
| Management And General | $491,833 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $347,542 | TotalAmt |
| Program Services | $70,461 | ProgramServicesAmt |
| Management And General | $277,081 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $151,129 | TotalAmt |
| Program Services | $151,129 | ProgramServicesAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $708,632 | TotalAmt |
| Management And General | $708,632 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,198,980,844 | TotalAmt |
| Program Services | $3,180,242,448 | ProgramServicesAmt |
| Management And General | $18,738,396 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,754,099 | TotalAmt |
| Program Services | $17,733,165 | ProgramServicesAmt |
| Management And General | $20,934 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,013,605 | TotalAmt |
| Program Services | $2,055,008 | ProgramServicesAmt |
| Management And General | $4,958,597 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,584,943 | TotalAmt |
| Program Services | $10,785,208 | ProgramServicesAmt |
| Management And General | $7,799,735 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,421,781 | TotalAmt |
| Program Services | $4,457,477 | ProgramServicesAmt |
| Management And General | $1,964,304 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $394,019 | TotalAmt |
| Program Services | $262,999 | ProgramServicesAmt |
| Management And General | $131,020 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $594,356 | TotalAmt |
| Program Services | $380,041 | ProgramServicesAmt |
| Management And General | $214,315 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $238,336 | TotalAmt |
| Management And General | $238,336 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,283,735 | TotalAmt |
| Program Services | $4,745,766 | ProgramServicesAmt |
| Management And General | $1,537,969 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $630,090 | TotalAmt |
| Program Services | $475,873 | ProgramServicesAmt |
| Management And General | $154,217 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | Program ServicesProgramServicesAmt |
|---|---|---|---|
| UBI Taxes | $122,853 | $122,853 | |
| Taxes & Assessments | $42,955,620 | $42,955,620 | |
| Licenses/Fees/Dues | $1,303,074 | $277,519 | $1,025,555 |
| Bad Debt Expense | $888,207 | $888,207 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $881,343 | TotalAmt |
| Program Services | $429,255 | ProgramServicesAmt |
| Management And General | $452,088 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,405,625,632 | TotalAmt |
| Program Services | $3,301,741,215 | ProgramServicesAmt |
| Management And General | $103,884,417 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$9,147,484 | BOYAmt |
| EOY | -$12,081,509 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $355,820,161 | BOYAmt |
| EOY | $283,813,915 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $132,786,582 | BOYAmt |
| EOY | $207,916,330 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,000,000 | BOYAmt |
| EOY | $26,000,000 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,214,360 | BOYAmt |
| EOY | $5,610,189 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $105,199,868 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $52,955,506 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,300,350 | BOYAmt |
| EOY | $52,244,362 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $741,828,376 | BOYAmt |
| EOY | $772,901,093 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,961,472 | BOYAmt |
| EOY | $7,585,312 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,292,763,817 | BOYAmt |
| EOY | $1,343,989,692 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $452,415,205 | BOYAmt |
| EOY | $511,553,549 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $173,316,303 | BOYAmt |
| EOY | $158,714,777 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,061,135 | BOYAmt |
| EOY | $7,419,956 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $631,792,643 | BOYAmt |
| EOY | $677,688,282 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $660,971,174 | BOYAmt |
| EOY | $666,301,410 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $660,971,174 | BOYAmt |
| EOY | $666,301,410 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,292,763,817 | BOYAmt |
| EOY | $1,343,989,692 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $40,667,009 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$20,336,773 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$15,000,000 | 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 Minus3 Years | $58,095 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $133,852 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $111,457 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $303,404 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $360,479,025 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,523,952,199 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,686,189,114 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,723,972,489 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,419,164,990 | CurrentTaxYearAmt |
| Total | $11,713,757,817 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $360,479,025 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,524,010,294 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,686,322,966 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,724,083,946 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,419,164,990 | CurrentTaxYearAmt |
| Total | $11,714,061,221 | 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 | $11,714,061,221 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $12,789,444 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $16,502,641 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $20,076,242 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $26,581,338 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $27,092,600 | CurrentTaxYearAmt |
| Total | $103,042,265 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $43,734 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $41,776 | CurrentTaxYearAmt |
| Total | $85,510 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $12,789,444 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $16,502,641 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $20,076,242 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $26,625,072 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $27,134,376 | CurrentTaxYearAmt |
| Total | $103,127,775 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $32,380 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,685 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,244 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $351 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,771 | CurrentTaxYearAmt |
| Total | $48,431 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $373,300,849 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,540,520,620 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,706,400,452 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,750,709,369 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,446,306,137 | CurrentTaxYearAmt |
| Total | $11,817,237,427 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99130 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99230 | PublicSupportPY509Pct |
| Investment Income CY | 0.00870 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00770 | 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 for Other Income | FormAndLineReferenceDesc |
| Explanation | Other misc revenue | ExplanationTxt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | Yes (1) | VolunteersInd |
| Paid Staff Or Management | Yes (1) | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (1) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $445,651 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | 0 | OtherActivitiesInd |
| Total Lobbying Expenditures | $445,651 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part II-B, Line 1: | FormAndLineReferenceDesc |
| Explanation | Track legislation, attend legislative hearings and meet with legislators to either support or oppose legislation that affects UCare's public program business on both the state and federal level. | ExplanationTxt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,221,498 | OtherCostOrOtherBasisAmt |
| Book Value | $2,221,498 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $27,994,655 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,935,746 | DepreciationAmt |
| Book Value | $25,058,909 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,010,036 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,932,200 | DepreciationAmt |
| Book Value | $77,836 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $34,970,176 | OtherCostOrOtherBasisAmt |
| Depreciation | $30,319,847 | DepreciationAmt |
| Book Value | $4,650,329 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $36,003,503 | OtherCostOrOtherBasisAmt |
| Depreciation | $15,767,713 | DepreciationAmt |
| Book Value | $20,235,790 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $52,244,362 | TotalBookValueLandBuildingsAmt |
Invst Program Related Org InvstProgramRelatedOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Long Term Bonds | $607,620,093 | F |
| Mutual Funds | $165,281,000 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Program Rltd | $772,901,093 | TotalBookValueProgramRltdAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Post Retirement Benefit Option | $6,899,462 |
| Payable to Subsidiary | $520,494 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $7,419,956 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part X, Line 2: | FormAndLineReferenceDesc |
| Explanation | UCare has elected to adopt guidance in the income tax standard regarding the recognition and measurement of uncertain tax positions. UCare follows the accounting standard for contingencies for evaluating uncertain tax positions. The adoption of this standard has no effect on UCare's financial statements. UCare's tax returns are subject to review and examination by federal, state, and local authorities. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (24 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| Allina Health | |||||||
| 2925 Chicago Avenue | Minneapolis | MN | 55407 | 363261413 | 501(c)(3) | $50,000 | Creating Clinic-Community Connections to Address Social Determinants of Health in Rice County |
| CentraCare Health | |||||||
| 1406 6th Ave N | St Cloud | MN | 56303 | 411813221 | 501(c)(3) | $99,946 | Chronic Opioid Management Program System-wide Implementation |
| Hearth Connection | |||||||
| 2446 University Ave W 150 | St Paul | MN | 55114 | 411945956 | 501(c)(3) | $50,000 | Develop a model of colloboration providing care for UCare members outside of the metro area with housing insecurity. |
| Independent School District #656 | |||||||
| 710 17th St SW | Faribault | MN | 55021 | 416003618 | Ind School Dist #656 | $25,000 | Continued work to identify the disparities that exist for Somali residents of Faribault and focusing on the Education component of the Social Determinants of Health model. |
| Lakewood Health System | |||||||
| 49725 County 83 | Staples | MN | 56479 | 411842965 | 501(c)(3) | $47,820 | Food Insecurity Screen and Interventions |
| Mankato Clinic | |||||||
| 1400 Madison Ave 324B | Mankato | MN | 56001 | 410849339 | 501(c)(3) | $50,000 | Integrated Behavioral Health |
| Mayo Health System | |||||||
| 1025 Marsh St | Mankato | MN | 56001 | 416011702 | 501(c)(3) | $75,000 | Collaborative Model of Care for Mental Health and Substance Use Disorders: A Pilot Project |
| Minnesota Commnity Health Worker Alliance | |||||||
| 563 Phalen Blvd | St Paul | MN | 55130 | 452787308 | 501(c)(3) | $50,000 | Advancing health access and equity through resources, content and statewide CHW registry |
| Neighborhood Health Care Network | |||||||
| 153 Cesar Chavez St | St Paul | MN | 55107 | 410990979 | 501(c)(3) | $75,000 | Funding of an outreach person who will reach out to UCare unattributed PMAP/MNCare members and get them scheduled for primary care visit. |
| Nicollet County | |||||||
| 501 S Minnesota Ave | St Peter | MN | 56082 | 416005810 | Nicollet County | $8,396 | Dental Hygienist and transportation costs |
| North Memorial Health Care | |||||||
| 3300 Oakdale Ave N | Robbinsdale | MN | 55422 | 410729979 | 501(c)(3) | $150,000 | Continuation of Community Paramedic program in metro and expansion in to rural counties. |
| Northern Minnesota Network Inc | |||||||
| 404 W Superior St | Duluth | MN | 55802 | 201686489 | 501(c)(3) | $50,000 | Establish unattributed UCare PMAP/MNCare members into a primary care medical home |
| Olmsted County | |||||||
| 2100 Campus Dr Se 100 | Rochester | MN | 55904 | 416005859 | Olmsted County | $75,000 | Crisis Center |
| Olmsted Medical Center | |||||||
| 201 9th St SE | Rochester | MN | 55904 | 410855367 | 501(c)(3) | $50,000 | Improving the treatment of opioid use disorders in rural and underserved areas |
| Project Care Free Clinic | |||||||
| 3112 6th Ave E | Hibbing | MN | 55746 | 273176137 | 501(c)(3) | $20,000 | Outpatient health care access and outreach to uninsured. |
| Second Harvest Heartland | |||||||
| 7101 Winnetka Ave N | Brooklyn Park | MN | 55428 | 237417654 | 501(c)(3) | $25,000 | Develop a culturally specific Native American & Hmong FOOD Rx box prototype. |
| Somali Community Resettlement Program | |||||||
| 201 Lyndale Ave S 1 | Faribault | MN | 55021 | 311668255 | 501(c)(3) | $40,000 | Continuation of project to improve overall health of adults and children--Includes Circles of Health program |
| St Lukes Hopital Association of Duluth | |||||||
| 915 E 1st St | Duluth | MN | 55805 | 410714079 | 501(c)(3) | $100,000 | Expansion of Integrated Behavioral Health in to Primary Care Clinics |
| St Mary's Medical Center | |||||||
| 503 E 3rd St | Duluth | MN | 55805 | 410695604 | 501(c)(3) | $15,000 | Food Insecurity Screening and Referral |
| UCARE Foundation | |||||||
| 500 Stinson Blvd | Minneapolis | MN | 55413 | 464795214 | 501(c)(3) | $500,000 | Replenishment of UCare Foundation balance. |
| Univ of Minn Department of Family Medicine and Community Health | |||||||
| 516 Delaware | Minneapolis | MN | 55455 | 416007513 | Univ of Minn | $3,000,000 | Contribution for medical education. |
| University of Minnesota Physicians | |||||||
| 720 Washington Ave SE | Minneapolis | MN | 55414 | 411843943 | 501(c)(3) | $36,000 | Legal Partnership expenses from January to April 2019. |
| Winona Community Memorial Hospital | |||||||
| 855 Mankato Ave | Winona | MN | 55987 | 410713914 | 501(c)(3) | $42,273 | Wellbeing Collaborative Pathways |
| Wright County | |||||||
| 1004 Commercial Dr | Buffalo | MN | 55313 | 411238614 | Wright County | $12,900 | Detox costs for UCare patients |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 24 | 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 | UCare Minnesota does not have a formal grant program. Amounts disclosed in Schedule I, Part II, 1a represent one-time cash contributions provided to these organizations based on the parameters outlined in UCare's Board-approved Community Benefit Policy. In addition to UCare's ongoing community benefit efforts, the Board annually determines whether special year-end benefit contributions are appropriate under the provisions of the Policy. The Policy outlines three catagories of contributions and the amounts distributed by catagory are reviewed and approved by the Board of Directors, and the Board receives an annual report on the use of the funds. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | 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 (19 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| James Pacala MD | ||||||||||||||
| Board Chair | $7,500 | $364,261 | $0 | $0 | $0 | $343 | $0 | $49,600 | $0 | $21,227 | $7,500 | $435,431 | $0 | $0 |
| James Van Vooren MD | ||||||||||||||
| Vice Chair | $9,500 | $187,301 | $0 | $0 | $0 | $343 | $0 | $54,618 | $0 | $22,827 | $9,500 | $265,089 | $0 | $0 |
| Patricia Adam MD | ||||||||||||||
| Director | $7,750 | $204,534 | $0 | $0 | $0 | $343 | $0 | $57,173 | $0 | $15,284 | $7,750 | $277,334 | $0 | $0 |
| Thomas DePhillips | ||||||||||||||
| Director effective 8/1/18 | $3,750 | $191,461 | $0 | $0 | $0 | $343 | $0 | $41,494 | $0 | $22,092 | $3,750 | $255,390 | $0 | $0 |
| Catherine Godlewski | ||||||||||||||
| Director through 8/1/18 | $4,833 | $144,790 | $0 | $0 | $0 | $305 | $0 | $22,422 | $0 | $9,708 | $4,833 | $177,225 | $0 | $0 |
| Teresa McCarthy MD | ||||||||||||||
| Director | $8,500 | $184,480 | $0 | $0 | $0 | $343 | $0 | $22,258 | $0 | $26,009 | $8,500 | $233,090 | $0 | $0 |
| Peter Mitsch | ||||||||||||||
| Director | $8,750 | $359,754 | $0 | $0 | $0 | $343 | $0 | $55,000 | $0 | $22,903 | $8,750 | $438,000 | $0 | $0 |
| William Roberts MD | ||||||||||||||
| Director | $8,500 | $164,005 | $0 | $0 | $0 | $341 | $0 | $52,736 | $0 | $26,296 | $8,500 | $243,378 | $0 | $0 |
| Michael Wootten MD | ||||||||||||||
| Director | $7,250 | $213,906 | $0 | $0 | $0 | $343 | $0 | $31,757 | $0 | $20,412 | $7,250 | $266,418 | $0 | $0 |
| Mark Traynor | ||||||||||||||
| Pres & CEO | $678,443 | $0 | $224,914 | $0 | $34,422 | $0 | $118,900 | $0 | $15,120 | $0 | $1,071,799 | $0 | $37,798 | $0 |
| Beth Monsrud | ||||||||||||||
| SVP, CFO & Treasurer | $387,909 | $0 | $89,091 | $0 | $41,671 | $0 | $58,089 | $0 | $23,503 | $0 | $600,263 | $0 | $47,968 | $0 |
| Hilary Marden-ResnikSVP Chief Admin | ||||||||||||||
| Officer & Secretary through 10/1/18 | $314,053 | $0 | $77,492 | $0 | $71,195 | $0 | $55,558 | $0 | $23,693 | $0 | $541,991 | $0 | $77,492 | $0 |
| Ghitiann Worcester | ||||||||||||||
| SVP Public Affairs & Development | $355,447 | $0 | $78,512 | $0 | $32,346 | $0 | $57,549 | $0 | $9,947 | $0 | $533,801 | $0 | $30,950 | $0 |
| Lawrence Lee SVP Chief Medical | ||||||||||||||
| Officer through 7/20/18 | $234,876 | $0 | $79,152 | $0 | -$3,924 | $0 | $33,653 | $0 | $12,586 | $0 | $356,343 | $0 | $0 | $0 |
| Jamie Carsello | ||||||||||||||
| VP, Chief Informatics Officer | $273,750 | $0 | $53,283 | $0 | -$3,986 | $0 | $23,706 | $0 | $13,949 | $0 | $360,702 | $0 | $0 | $0 |
| David Albright | ||||||||||||||
| VP, Chief Information Officer | $284,362 | $0 | $24,309 | $0 | -$3,478 | $0 | $25,214 | $0 | $15,255 | $0 | $345,662 | $0 | $0 | $0 |
| Margaret Lindberg | ||||||||||||||
| VP, Marketing & Product Management | $257,141 | $0 | $44,186 | $0 | -$5,937 | $0 | $22,357 | $0 | $22,029 | $0 | $339,776 | $0 | $0 | $0 |
| Flynn Mary Jo | ||||||||||||||
| VP, Compliance & Internal Audit | $198,392 | $0 | $80,565 | $0 | $287 | $0 | $20,187 | $0 | $8,815 | $0 | $308,246 | $0 | $0 | $0 |
| Peters Jeri | ||||||||||||||
| VP, Chief Nursing Officer | $233,356 | $0 | $45,040 | $0 | -$3,892 | $0 | $22,244 | $0 | $15,206 | $0 | $311,954 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 1 | Eight directors affiliated with the University of Minnesota Medical School, Department of Family Medicine are reported here as not independent. The Medical School/Department is not a traditional parent organization of UCare, and does not directly appoint or elect all of these directors. The Department also does not have direct removal authority for all of these directors, and removal of a director under the bylaws requires the vote of at least one director not affiliated with the Medical School/Department. However, the Medical School/Department has indirect control of the appointment and election process of these eight directors. One Director is appointed by the Dean of the Medical School, two Directors (including the Chair) are on the Board by virtue of their positions at the Department, and the Chair appoints five physicians on faculty at the Department. UCare's current Board includes six independent Directors: five Directors who are enrollees of UCare's plan, and an at-large Director from the community. Under Minnesota law, the Board is charged to act in the best interests of the Corporation. See Minn. Stat. Sections 62D.12, subd. 9 and 317A.251. UCare's bylaws describe an executive committee subject to the control of the Board and with the authority to only meet between scheduled meetings of the Board and to take actions on certain matters. This executive committee rarely is convened and did not meet during 2018. |
| Form 990, Part VI, Section A, line 4 | UCare updated its Articles of Incorporation to clarify the non-taxable nature of the Department of Family Medicine and Community Health of the University of Minnesota Medical School (the "Department of Family Medicine") that UCare works in close association with to fulfill its purpose. The revision notes that UCare may continue to work in close association to fulfill its purpose so long as the Department of Family Medicine continues to qualify as a state or integral part thereof and services a public purpose. UCare updated its Bylaws to add additional specificity regarding the terms of service for the At-Large Director position on the Board of Directors. The revision states the At-Large director can serve no longer than three consecutive terms and addresses limits when terms are non-consecutive. There were no additional changes to the terms related to other director positions. |
| Form 990, Part VI, Section A, line 7a | UCare's Board of Directors consists of 15 Directors. Under UCare's bylaws, the Chair of the Board had the authority to appoint five physician Directors from the University of Minnesota Medical School. Department of Family Medicine and the Dean of the Medical School appoints one Director. In addition, two Directors (including the Chair) are Directors by virtue of their positions in the Department. Individuals enrolled in UCare's health plans have the right under the bylaws, and consistent with Minn. Stat. 62D.06, to elect six of the Board of Directors among the enrolled members. |
| Form 990, Part VI, Section A, line 7b | In addition to the powers set forth in Wisconsin law for members, UCare Minnesota has reserved to itself the following powers concerning the governance of the Corporation, which shall be expressed through the UCare Minnesota Board of Directors: (a) The approval of any plans of merger or consolidation by the Corporation with any foreign or domestic Corporation, voluntary dissolution of the Corporation, or any sales, lease, or transfer of all or substantially all of the Corporation's assets; (b) the approval of the grant of a security interest in all or substantially all of the Corporation's assets or the guarantee of any indebtedness before such security interest or guarantee becomes legally binding, and (c) the amendment of the articles of incorporation or bylaws. |
| Form 990, Part VI, Section B, line 11b | The Form 990 is prepared by the Controller and reviewed by an independent accounting firm. UCare provides a copy and reviews the detail of the completed 990 Form with the Board's Finance and Audit Committee. UCare also provides a copy of the completed 990 Form to all members of the Board of Directors via on-line portal prior to the Finance and Audit Committee's report to the Board. Upon approval by the Board of Directors, the 990 Form is filed with the Internal Revenue Service. |
| Form 990, Part VI, Section B, line 12c | UCare requires completion of an annual questionnaire by its Board members, Officers, and Senior Executive, which is designed to surface potential conflicts of interest. In addition, UCare's policy requires disclosure to the Board Chair and/or CEO of a potential conflict involving a Director, Officer, or management staff when a particular transaction arises. If the Board or designated Board Committee determines that a potential conflict exists related to a transaction requiring action by the Board, the policy calls for the Board member with the potential conflict to abstain from voting. In addition, a majority of the disinterested Directors must find that the transaction is fair and reasonable to the operation and that the organization could not reasonably find a more advantageous transaction from another entity without a potential conflict. In practice, UCare seeks to manage certain business matters so that they are not subject to action by the Board or Senior Executives where a potential conflict exists. For example, the Board includes members who are enrolled in UCare's health plans, and the benefit designs and premium amounts of such plans are not brought before the Board for action. The policy also requires disclosure of potential conflicts to the Board or designated committee even for transactions not requiring board action. |
| Form 990, Part VI, Section B, line 15 | On an annual basis, UCare's Compensation Committee reviews and approves the President and CEO's total cash compensation, including base pay and incentive pay. Benefits are reviewed, as described below, every two to three years, with the most recent review in 2017. The Compensation Committee is composed of independent members of the Board of Directors. UCare engages an independent consultant organization that specializes in advising health care organizations about Executive compensation issues. The independent consultant organization conducts a comparability analysis that incorporates multiple industry surveys and compensation for comparable positions at peer organizations. The independent consultant organization then shares the results of this comparability analysis with the Compensation Committee. After deliberation about the comparability analysis and recommendations, the Committee evaluates the annual cash compensation package for the President & CEO. The Committee brings recommendations about CEO base compensation and incentive opportunity to the Board for approval, and reports other actions taken by the Committee to the Board. Minutes are recorded contemporaneously to accurately document the Committee's discussions and actions, and the independent consultant organization's report is retained for recordkeeping purposes. The Compensation Committee also participates in the compensation process for other Senior Executives, including the Treasurer & Senior Vice President/Chief Financial Officer; the Senior Vice President/Secretary/Chief Legal Officer; the Senior Vice President/Chief Medical Officer; the Senior Vice President/Chief Administrative Officer, and the Senior Vice President of Public Affairs/Chief Marketing Officer. The process for determining compensation for these positions follows a compensation philosophy approved by the Board of Directors. Every two to three years, an independent consultant organization conducts a comparability analysis for these positions, focusing on total compensation data including base pay, incentive pay, and benefits for comparable positions at peer organizations. The President and CEO's position is also included in this comparability analysis. The most recent analysis occurred in 2017. The Compensation Committee receives and discusses the analysis and recommendations with the independent consultant organization, and provides input for the President & CEO in determining cash compensation for the Officers and Senior Executives. The Compensation Committee has delegated specific cash compensation approval for these leaders to the President & CEO, who is an independent person with respect to these compensation determinations, provided that the President & CEO follows the board-approved compensation philosophy, takes into account the comparability analysis, and obtains annual review by the committee. The Committee's discussion and input are reflected in contemporaneous documentation, and a copy of the independent consultant organization's report is retained. |
| Form 990, Part VI, Section C, line 18 | UCare Minnesota's 990 Form is available on www.guidestar.org in addition to being made available upon request. |
| Form 990, Part VI, Section C, line 19 | UCare files its governing documents and Conflict of Interest Policy with the Minnesota Department of Health, and this public information would be available from this agency upon request. UCare's financial statements are available upon request. |
| Form 990, Part IX, line 11g | Medical Service Expenses: Program service expenses 3,135,633,146. Management and general expenses 0. Fundraising expenses 0. Total expenses 3,135,633,146. Temporoary Employment Services: Program service expenses 8,226,532. Management and general expenses 10,707,077. Fundraising expenses 0. Total expenses 18,933,609. Other Purhased Services: Program service expenses 16,086,514. Management and general expenses 2,921,732. Fundraising expenses 0. Total expenses 19,008,246. Broker Commissions: Program service expenses 4,552,373. Management and general expenses 0. Fundraising expenses 0. Total expenses 4,552,373. Disease Management: Program service expenses 1,004,716. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,004,716. Health Promotions: Program service expenses 1,397,696. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,397,696. Outsourced Services: Program service expenses 13,341,471. Management and general expenses 5,109,587. Fundraising expenses 0. Total expenses 18,451,058. |
| Form 990, Part XI, line 9: | Capital Investment in UCare Health, Inc -15,000,000. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Public Charity StatusPublicCharityStatusTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| UCare Health Inc | ||||||||||
| 500 Stinson Blvd NE | Minneapolis | MN | 554132615 | 208295948 | Non-Profit Service Insurance Organization | WI | 501(c)(4) | UCare Minnesota | Yes (1) | |
| U of Mn SchoolDept of Family Medicine & Community Health | ||||||||||
| 516 Delaware St | Minneapolis | MN | 55455 | 416007513 | Medical Education | MN | University of Minnesota | 0 | ||
| UCare Foundation | ||||||||||
| 500 Stinson Blvd NE | Minneapolis | MN | 554132615 | 464795214 | Community-directed initiative | MN | 501(c)(3) | UCare Minnesota | Yes (1) | Line 12a, I |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | 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 | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | 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 | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (4 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| UCare Foundation-Contribution | ||
| B | $500,000 | Actual Cost |
| UCare Health Inc-Capital Investment | ||
| R | $15,000,000 | Actual Cost |
| UCare Health Inc-Direct Expense Reimbursement | ||
| P | $7,114 | Actual Cost |
| UCare Health-Transfer of Choices revenue Rx rebates & subrogation payments | ||
| R | $5,573,835 | Actual Cost |