2025-10-29T07:59:42-05:00 2024-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 790 N WATER ST SUITE 2000 MILWAUKEE WI 53202 990 2024-01-01 396252984 GROUP HEALTH COOPERATIVE OF EAU CLAIRE GROU 7155524300 PO BOX 3217 EAU CLAIRE WI 547023217 TYLER FADNESS PRESIDENT 7155524300 2025-10-27 1 1 SHELBY NETZ P01405265 4147775500 2025-10-21 2024 2025-03-06 01:10:19Z TYLER FADNESS PO BOX 3217 EAU CLAIRE WI 547023217 280228822 0 X WWW.GROUP-HEALTH.COM X NONSTOCK COOPERATIVE 1972 WI OPTIMIZE HEALTHCARE OF MEMBERS THROUGH POOLING OF HEALTH-RELATED RESOURCES. 8 8 71 11 0 0 0 0 246203225 228308170 2404125 1774077 0 3444 248607350 230085691 5706 5612 0 0 6170239 7681202 0 0 0 246507625 238680572 252683570 246367386 -4076220 -16281695 101219197 80349241 48007018 44745752 53212179 35603489 X THE PURPOSE OF THIS ORGANIZATION SHALL BE TO PROVIDE: (A) A MEANS FOR SUBSCRIBERS TO SECURE FOR THEMSELVES, THEIR FAMILIES, AND THEIR DEPENDENTS COMPREHENSIVE PREPAID PREVENTATIVE AS WELL AS CURATIVE HEALTH CARE; (B) A MEANS TO EMPHASIZE DISEASE PREVENTION AND EARLY CARE; (C) INCENTIVES FOR HOLDING DOWN COSTS AND FOR INCREASING THE PRODUCTIVITY OF RESOURCES; (D) A MEANS TO IMPROVE BOTH THE QUALITY OF CARE AND ITS GEOGRAPHIC DISTRIBUTION. 0 0 215045158 5612 228308170 THE COOPERATIVE OFFERS INSURANCE COVERAGE FOR COMMERCIAL, MEDICAID, AND SSI MEMBERS. IN 2024, THE COOPERATIVE HAD APPROXIMATELY 152,559 COMMERICAL MEMBER MONTHS, 560,482 MEDICAID MEMBER MONTHS, 35,515 SSI MEMBER MONTHS AND 1,489 MEDICARE MEMBER MONTHS. ALONG WITH INSURANCE COVERAGE, THE COOPERATIVE ALSO HELPS MEMBERS WITH MEDICAL MANAGEMENT AND COORDINATION OF CARE. 215045158 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 954 0 71 1 0 0 0 0 0 0 0 0 0 0 0 0 X 8 8 1 1 1 0 0 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X ROBERT TANNER 7155524300 2503 N HILLCREST PKWY ALTOONA WI 54720 X TYLER FADNESS PRESIDENT 0.30 X X 0 0 0 MATTHEW THOMPSON 1ST VICE PRESIDENT 0.30 X X 0 0 0 KENNETH ANIBAS 2ND VICE PRESIDENT 0.30 X X 0 0 0 JEFFREY BOWE TREASURER 0.30 X X 0 0 0 AMY FOGELTANZ RUH DIRECTOR 0.30 X 0 0 0 BRIAN LANNERS DIRECTOR (TERM 07/2024) 0.30 X 0 0 0 CORRISSA WOLNIAK DIRECTOR (TERM 07/2024) 0.30 X 0 0 0 DEBRA STANTON DIRECTOR 0.30 X 0 0 0 DEREK THOMAS DIRECTOR 0.30 X 0 0 0 DOUGLAS HOFFER DIRECTOR (TERM 06/2024) 0.30 X 0 0 0 MICHAEL MCHORNEY DIRECTOR (TERM 01/2024) 0.30 X 0 0 0 STEVEN MELBY DIRECTOR 0.30 X 0 0 0 SUSAN MARCOTT DIRECTOR (TERM 06/2024) 0.30 X 0 0 0 SARAH NORTH GENERAL MANAGER AND CEO 40.00 X 0 0 0 ROBERT TANNER CHIEF FINANCIAL OFFICER 40.00 X 0 0 0 ROBERT LEE ASSISTANT MEDICAL DIRECTOR 40.00 X 248369 0 9330 ASHLEY LEPAK ASSISTANT MEDICAL DIRECTOR 30.00 X 202196 0 15863 ERICA POOLE MANAGER OF CASE MGMT. & WELLNESS 40.00 X 123090 0 35512 DAKOTA RAU PHARMACIST 40.00 X 136165 0 16248 709820 0 76953 4 0 1 0 KMTSJ INC PO BOX 3217 EAU CLAIRE WI 54702 MANAGEMENT SERVICES 19051884 MCHS HOSPITALS INC 611 N SAINT JOSEPH AVENUE MARSHFIELD WI 54449 MEDICAL SERVICES & ACCESS PAYMENTS 16321660 EXPRESS SCRIPTS 21653 NETWORK PLACE CHICAGO IL 60673 DRUG CLAIMS PROCESSING 4398054 MAYO CLINIC - NW WISCONSIN PO BOX 860081 MINNEAPOLIS MN 55486 MEDICAL SERVICES & ACCESS PAYMENTS 3080063 COMMON GROUND HEALTHCARE COOPERATIVE 120 BISHOPS WAY SUITE 150 BROOKFIELD WI 53005 REVENUE SHARING/NETWORK ACCESS FEE 3051693 90 MED & HOSP PREMIUM 524114 211663968 211663968 SSI & MA CAPITATION 524114 16644202 16644202 228308170 2329558 2329558 49587650 50143131 -555481 -555481 -555481 OTHER INCOME 900099 3444 3444 3444 230085691 228308170 0 1777521 X 5612 5612 3458037 2769261 688776 91828 68691 23137 3889950 3597014 292936 241387 194589 46798 19051882 19051882 434413 434413 2711576 739372 1972204 207495218 205900753 1594465 95247 95247 165004 38606 126398 8741760 1048293 7693467 58920 51589 7331 4073 4073 325401 17953 307448 539 539 607015 607015 46502 46502 PCORI TAX EXPENSE 72063 72063 INCOME TAX EXPENSE -1138859 -1138859 9818 1798 8020 246367386 215045158 31322228 0 1579745 180001 10499429 13306132 2651008 1338337 1211807 2146613 4825647 1127897 1594764 3697750 81048704 55406873 1551067 1541137 1082673 2732398 101219197 80349241 47158903 43897500 848115 848252 48007018 44745752 X 1430 1430 1001422 1001422 52209327 34600637 53212179 35603489 101219197 80349241 X -16281695 29004 -1355999 X 0 1 X 1 0 X 159432571 167398769 177077972 246203225 228308170 978420707 159432571 167398769 177077972 246203225 228308170 978420707 0 0 0 978420707 1100054 1271236 1783431 2935330 2329558 9419609 1560 1560 1101614 1271236 1783431 2935330 2329558 9421169 160534185 168670005 178861403 249138555 230637728 987841876 0.99050 0.99090 0.00950 0.00910 X 4825647 1127897 3697750 3697750 UNEARNED PREMIUM REVENUE 848252 848252 228758696 29004 -1355999 -1326995 230085691 0 230085691 246367386 0 246367386 0 246367386 PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN NONADMITTED ASSETS -1,355,999. 0 0 0 0 0 0 0 1 0 ROBERT LEE ASSISTANT MEDICAL DIRECTOR 247619 0 750 0 0 0 6330 0 3000 0 257699 0 0 0 ASHLEY LEPAK ASSISTANT MEDICAL DIRECTOR 200946 0 1250 0 0 0 2650 0 13213 0 218059 0 0 0 ERICA POOLE MANAGER OF CASE MGMT. & WELLNESS 119590 0 3500 0 0 0 853 0 34659 0 158602 0 0 0 DAKOTA RAU PHARMACIST 134915 0 1250 0 0 0 3940 0 12308 0 152413 0 0 0 PART I, LINE 7 THE ORGANIZATION PAYS DISCRETIONARY END-OF-YEAR BONUSES. FORM 990, PART VI, SECTION A, LINE 1A ORGANIZATION HAS AN EXECUTIVE COMMITTEE IN ADDITION TO BOARD OF DIRECTORS. EXECUTIVE COMMITTEE CONSISTS OF THE OFFICERS AND SUCH ADDITIONAL DIRECTORS AS THE BOARD MAY DETERMINE. THE EXECUTIVE COMMITTEE HAS THE AUTHORITY TO ACT ON ANY MATTER REQUIRING ATTENTION BETWEEN MEETINGS OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 2 SARAH NORTH AND ROBERT TANNER HAVE A BUSINESS RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 3 KMTSJ, AN UNRELATED CORPORATION, IS CONTRACTED TO PROVIDE SERVICE AS GENERAL MANAGER, ALONG WITH ACCOUNTING, MARKETING, CLAIMS PROCESSING, HUMAN RESOURCES, PAYROLL, AND DATA PROCESSING SERVICES. THE SERVICES OF CEO AND CFO ARE AMONG THESE PURCHASED THROUGH KMTSJ AND THE AMOUNT PAID IN TOTAL FOR THE CALENDAR YEAR IS REPRESENTED ON PART VII, SECTION B. KMTSJ PAID SARAH NORTH THE CEO AND ROBERT TANNER THE CFO A SALARY OF $415,726 AND 343,141, RESPECTIVELY FOR THEIR SERVICES. FORM 990, PART VI, SECTION A, LINE 4 THE SIGNICANT CHANGES TO THE BY-LAWS ARE AS FOLLOWS: - THE BOARD OF DIRECTORS MAY ADD A CLASS OF MEMBER THAT IS A NONPROFIT ENTITY THAT WOULD HAVE GOVERNING AUTHORITY OF THE COOPERATIVE. - THE DIRECTORS SHALL NOT BE LESS THAN FIVE (5) OR MORE THAN NINE (9) IN NUMBER. ALL OF THE DIRECTORS SHALL BE MEMBERS AND ELECTED BY MEMBERS IN THE MANNER PRESCRIBED IN THE BY-LAWS. THE NUMBER OF HEALTH CARE PROVIDERS, OR THEIR EMPLOYEES, MAY NOT EXCEED TWO (2). FORM 990, PART VI, SECTION A, LINE 7A INDIVIDUALS COVERED UNDER GROUP HEALTH COOPERATIVE OF EAU CLAIRE'S INSURANCE POLICIES ARE CONSIDERED TO BE MEMBERS OF THE COOPERATIVE AND ELECT THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION REVIEWED FORM 990 IN THE FOLLOWING MANNER: EACH MEMBER OF THE BOARD OF DIRECTORS RECEIVED A COPY OF FORM 990 FOR REVIEW. A HIGH-LEVEL REVIEW WAS COMPLETED WITH THE BOARD OF DIRECTORS AT A BOARD MEETING, AND ANY QUESTIONS OR CONCERNS WERE ADDRESSED PRIOR TO THE BOARD'S APPROVAL TO FILE THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY IN THE FOLLOWING MANNER: MEMBERS OF THE BOARD OF DIRECTORS ARE ASKED TO COMPLETE A CONFLICT OF INTEREST ATTESTATION ANNUALLY. IF A CONFLICT OF INTEREST ARISES WITH A MEMBER OF THE BOARD IN RELATION TO A VOTE, THAT MEMBER WOULD NOT BE ALLOWED TO PARTICIPATE IN THE VOTE. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION DOES NOT HAVE A PROCESS FOR DETERMINING COMPENSATION FOR THE CEO, EXECUTIVE DIRECTOR, OR TOP MANAGEMENT OFFICIAL OR KEY EMPLOYEES, AS THESE POSITIONS ARE CONTRACTED THROUGH AN UNRELATED CORPORATION. ADDITIONALLY, OFFICERS OF THE ORGANIZATION ARE NOT COMPENSATED. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION DOES NOT MAKE PUBLIC ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. FORM 990, PART IX, LINE 11G REFERRALS - FEES FOR SERVICES: PROGRAM SERVICE EXPENSES 146,066,502. MANAGEMENT AND GENERAL EXPENSES 5,125. TOTAL EXPENSES 146,071,627. BENEFITS - FEES FOR SERVICES: PROGRAM SERVICE EXPENSES 39,654,167. TOTAL EXPENSES 39,654,167. CONTRACT SERVICES - MEDICAL: PROGRAM SERVICE EXPENSES 20,180,084. MANAGEMENT AND GENERAL EXPENSES 60,319. TOTAL EXPENSES 20,240,403. OTHER FEES: MANAGEMENT AND GENERAL EXPENSES 1,529,021. TOTAL EXPENSES 1,529,021. FORM 990, PART XI, LINE 9: CHANGE IN NONADMITTED ASSETS -1,355,999.