REGIONAL DIVISION INC: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- REGIONAL DIVISION INC (EIN 39-1446049)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-13
- IRS object ID
- 201533179349307018
- Schema version
- 2014v5.0
- 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 | 2015-11-13T14:42:21-06:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Grant Thornton LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 E Wisconsin Ave | AddressLine1Txt |
| City | Milwaukee | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391446049 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | University Health Care Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % THOMAS E KIENITZ JR | InCareOfNm |
| Business Name Control | UNIV | BusinessNameControlTxt |
| Phone | 6082637923 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 S Westfield Road Suite 320 | AddressLine1Txt |
| City | Madison | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53717 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL E DALLMAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6082637923 | PhoneNum |
| Signature | 2015-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Michelle L Weber | PreparerPersonNm |
| PTIN | P00556798 | PTIN |
| Phone | 4142898200 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Michael E Dallman | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 S Westfield Road | AddressLine1Txt |
| City | Madison | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53717 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $245,243,864 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | n/a | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1983 | FormationYr |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Activity Or Mission | Furthering the service, instruction, and research mission of the UW School of Medical and Public Health, UW Hospitals and Clinics, and the UW Medical Foundation. | ActivityOrMissionDesc |
| Voting Members Governing Body | 7 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 0 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $468,828 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $212,600,300 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $243,691,355 | CYProgramServiceRevenueAmt |
| PY Investment Income | $15,888 | PYInvestmentIncomeAmt |
| CY Investment Income | $7,245 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,030,378 | PYOtherRevenueAmt |
| CY Other Revenue | $991,907 | CYOtherRevenueAmt |
| PY Total Revenue | $213,646,566 | PYTotalRevenueAmt |
| CY Total Revenue | $244,690,507 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $10,300 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $200 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $213,091,114 | PYOtherExpensesAmt |
| CY Other Expenses | $243,693,723 | CYOtherExpensesAmt |
| PY Total Expenses | $213,101,414 | PYTotalExpensesAmt |
| CY Total Expenses | $243,693,923 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $545,152 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $996,584 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $91,159,738 | TotalAssetsBOYAmt |
| Total Assets EOY | $90,765,019 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $18,421,956 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $14,420,663 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $72,737,782 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $76,344,356 | NetAssetsOrFundBalancesEOYAmt |
| Mission | FURTHERING THE SERVICE, INSTRUCTION, AND RESEARCH MISSION OF THE UNIVERSITY OF WISCONSIN SCHOOL OF MEDICINE AND PUBLIC HEALTH, UNIVERSITY OF WISCONSIN HOSPITALS AND CLINICS, AND THE UNIVERSITY OF WISCONSIN MEDICAL FOUNDATION. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $218,064,496 | ExpenseAmt |
| Revenue | $218,064,496 | RevenueAmt |
| Desc | Payments to providers for care of patients under managed care contracting arrangements. These arrangements assist the University of Wisconsin School of Medicine and Public Health, University of Wisconsin Hospital and Clinics, and University of Wisconsin Medical Foundation in obtaining access to sufficient patient populations essential to fulfilling their instruction and research missions. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $9,733,645 | ExpenseAmt |
| Grant | $200 | GrantAmt |
| Revenue | $22,117,208 | RevenueAmt |
| Desc | Furthering the service, instruction, and research mission of the University of Wisconsin School of Medicine and Public Health, University of Wisconsin Hospital and Clinics, and University of Wisconsin Medical Foundation (Collectively, UW Health) by developing and enhancing relationships with regional physicians, hospitals, and other health care providers, bringing programs and clinical centers for the specialty health care services of UW health to regional communities, and facilitating communication between the regional health care resources and UW health. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $4,723,322 | ExpenseAmt |
| Revenue | $4,032,730 | RevenueAmt |
| Desc | e-Care of Wisconsin, LLC, a single member limited liability company, provides remote monitoring services of patients in intensive care units of customer hospitals to further the instruction, research, and service mission of the University of Wisconsin School of Medicine and Public Health, University of Wisconsin Hospital and Clinics, and University of Wisconsin Medical Foundation. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $232,521,463 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | Yes (true) | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (true) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 7 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 0 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (true) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS E KIENITZ JR | PersonNm |
| Phone | 6082650149 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 S WESTFIELD ROAD | AddressLine1Txt |
| City | Suite | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53717 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (11 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| Jeffrey E Grossman MD | |||||||||
| Director | 2.0 | 55.0 | Yes (X) | $0 | $928,831 | $94,210 | |||
| Donna Katen-Bahensky | |||||||||
| Director - thru 9/2014 | 2.0 | 55.0 | Yes (X) | $0 | $1,562,299 | $139,446 | |||
| Robert N Golden MD | |||||||||
| Director | 2.0 | 55.0 | Yes (X) | $0 | $614,271 | $93,747 | |||
| Michael D Buhl | |||||||||
| Treasurer | 2.0 | 55.0 | Yes (X) | $0 | $835,195 | $101,044 | Yes (X) | ||
| Peter Christman | |||||||||
| Director | 2.0 | 55.0 | Yes (X) | $0 | $578,984 | $29,374 | |||
| Michael Dallman | |||||||||
| President/CEO | 55.0 | 0.0 | Yes (X) | $299,644 | $0 | $50,769 | Yes (X) | ||
| Kenneth Mount | |||||||||
| Secretary | 2.0 | 55.0 | Yes (X) | $0 | $224,050 | $36,752 | Yes (X) | ||
| Ronald Sliwinski | |||||||||
| Director - as of 9/2014 | 2.0 | 55.0 | Yes (X) | $0 | $569,516 | $105,051 | |||
| Thomas Kienitz Jr | |||||||||
| VP Finance & Operations | 50.0 | 0.0 | $175,658 | $0 | $40,696 | Yes (X) | |||
| Stephanie Orzechowski | |||||||||
| VP- Regional Relations | 50.0 | 0.0 | $197,753 | $0 | $41,497 | Yes (X) | |||
| James C Dechene | |||||||||
| Former Interim President/CEO | 0.0 | 0.0 | $0 | $353,266 | $44,489 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $673,055 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $5,666,412 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $777,075 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 3 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| KAUFMAN HALL ASSOCIATES INC | |||||
| 5202 OLD ORCHARD RD STE N700 | SKOKIE | IL | 60077 | Acquisition Consult | $2,186,054 |
| WynTec Consulting LLC | |||||
| 4207 Chrismac Way | COLLEYVILLE | TX | 76034 | Data Consulting | $1,025,258 |
| Hall Render Killian Health Lyman | |||||
| One American Square Suite 2000 | INDIANAPOLIS | IN | 46282 | Due Diligence | $752,650 |
| Health EOS | |||||
| PO Box 29940 | NEW YORK | NY | 10087 | Quality Mgmt Data | $609,600 |
| AE Business Solutions | |||||
| 2310 Crossroads Dr Suite 2800 | MADISON | WI | 53718 | Data Consulting | $488,859 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 13 | CntrctRcvdGreaterThan100KCnt |
| Total Contributions | $0 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| PROGRAM AND SUPPORT REVENUES | 621300 | $20,826,650 | $20,826,650 |
| CAPITATION FEES | 524292 | $218,064,496 | $218,064,496 |
| CANCER CTR. AFFIL. | 621500 | $767,479 | $767,479 |
| MONITORING FEES | 621300 | $4,032,730 | $4,032,730 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $243,691,355 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $745 | TotalRevenueColumnAmt |
| Exclusion | $745 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $585,026 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $553,357 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $31,669 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $31,669 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $31,669 | RelatedOrExemptFuncIncomeAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $6,500 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $6,500 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,500 | TotalRevenueColumnAmt |
| Exclusion | $6,500 | ExclusionAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| MISC. INCOME | 621300 | $637,983 | $221,955 | $416,028 |
| ADMINISTRATIVE INCOME | 621300 | $63,946 | $11,146 | $52,800 |
| WISCONSIN VALUE NETWORK, LLC INCOME | 621300 | $207,821 | $207,821 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $50,488 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $50,488 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $960,238 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $244,690,507 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $244,214,434 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $468,828 | UnrelatedBusinessRevenueAmt |
| Exclusion | $7,245 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $200 | TotalAmt |
| Program Services | $200 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,325,052 | TotalAmt |
| Management And General | $1,325,052 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,920 | TotalAmt |
| Management And General | $38,920 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,683,101 | TotalAmt |
| Program Services | $1,411,141 | ProgramServicesAmt |
| Management And General | $3,271,960 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $81,192 | TotalAmt |
| Program Services | $74,350 | ProgramServicesAmt |
| Management And General | $6,842 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $655,798 | TotalAmt |
| Program Services | $354,589 | ProgramServicesAmt |
| Management And General | $301,209 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,513 | TotalAmt |
| Program Services | $28,490 | ProgramServicesAmt |
| Management And General | $15,023 | ManagementAndGeneralAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $104,254 | TotalAmt |
| Program Services | $51,364 | ProgramServicesAmt |
| Management And General | $52,890 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,212 | TotalAmt |
| Management And General | $13,212 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,785,722 | TotalAmt |
| Program Services | $438,482 | ProgramServicesAmt |
| Management And General | $1,347,240 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,941 | TotalAmt |
| Program Services | $34,030 | ProgramServicesAmt |
| Management And General | $15,911 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| CAPITATION COSTS | $218,064,496 | $218,064,496 | |
| CONTRACTED SVCS - AFFILIATES | $13,188,976 | $9,726,682 | $3,462,294 |
| FEES | $2,092,173 | $1,256,738 | $835,435 |
| EQUIPMENT, RENTAL & MAINT | $1,416,000 | $949,128 | $466,872 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $151,373 | TotalAmt |
| Program Services | $131,773 | ProgramServicesAmt |
| Management And General | $19,600 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $243,693,923 | TotalAmt |
| Program Services | $232,521,463 | ProgramServicesAmt |
| Management And General | $11,172,460 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,443,440 | BOYAmt |
| EOY | $644,102 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,092,114 | BOYAmt |
| EOY | $14,852,929 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $372,974 | BOYAmt |
| EOY | $299,527 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $11,594,719 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $5,706,189 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,296,124 | BOYAmt |
| EOY | $5,888,530 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $62,721,999 | BOYAmt |
| EOY | $65,982,844 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,233,087 | BOYAmt |
| EOY | $3,097,087 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $91,159,738 | BOYAmt |
| EOY | $90,765,019 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,908,738 | BOYAmt |
| EOY | $13,967,086 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $338,719 | BOYAmt |
| EOY | $343,178 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $174,499 | BOYAmt |
| EOY | $110,399 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,421,956 | BOYAmt |
| EOY | $14,420,663 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $72,737,782 | BOYAmt |
| EOY | $76,344,356 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $72,737,782 | BOYAmt |
| EOY | $76,344,356 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $91,159,738 | BOYAmt |
| EOY | $90,765,019 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $996,584 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $2,609,990 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | 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 (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type1 | Yes (X) | SupportingOrgType1Ind |
| Supported Organizations | 3 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp (3 entries)
| EINEIN | Organization TypeOrganizationTypeDesc | Governing Document ListedGoverningDocumentListedInd | SupportSupportAmt | Other SupportOtherSupportAmt |
|---|---|---|---|---|
| UNIVERSITY OF WISCONSIN SCHOOL OF MEDICINE AND PUBLIC HEALTH | ||||
| 391805963 | 06 | Yes (true) | $0 | $0 |
| UNIVERSITY OF WISCONSIN HOSPITAL & CLINICS | ||||
| 391835630 | 03 | Yes (true) | $104,627,008 | $0 |
| UNIVERSITY OF WISCONSIN MEDICAL FOUNDATION | ||||
| 391824445 | 09 | Yes (true) | $140,161,142 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 3 | SupportedOrganizationsTotalCnt |
| Support Sum | $244,788,150 | SupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (true) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | Yes (true) | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | false | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | false | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | false | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | false | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | false | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | false | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | false | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | false | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | false | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | false | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | false | ContributionControllerInd |
| Contribution Family | false | ContributionFamilyInd |
| Contribution35 Controlled | false | Contribution35ControlledInd |
Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Power Appoint Majority Dir Trst | false | PowerAppointMajorityDirTrstInd |
| Operate Benefit Non Suprt Org | false | OperateBenefitNonSuprtOrgInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Payments and Amounts Payable to Supported Orgs (Sponsors) | Form 990, Schedule A, Part I |
| SUPPORTED ORGANIZATION WITHOUT AN IRS DETERMINATION | FORM 990, SCHEDULE A, PART IV, SECTION A, LINE 2 |
| Directors of Supported Organization with the Power to Appoint or Elect | Form 990, Schedule A, Part IV, Section B, Line 1 |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp | |
| CY Minus3 Yr Endwmt Fund | CYMinus3YrEndwmtFundGrp | |
| CY Minus4 Yr Endwmt Fund | CYMinus4YrEndwmtFundGrp | |
| Land | LandGrp | |
| Buildings | BuildingsGrp |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $108,852 | OtherCostOrOtherBasisAmt |
| Depreciation | $108,852 | DepreciationAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $11,116,459 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,597,337 | DepreciationAmt |
| Book Value | $5,519,122 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $369,408 | OtherCostOrOtherBasisAmt |
| Book Value | $369,408 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $5,888,530 | TotalBookValueLandBuildingsAmt |
Invst Program Related Org InvstProgramRelatedOrgGrp (6 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| JOHNSON CREEK, LLC | $555,654 | C |
| PROFESSIONALS OF WISCONSIN | $3,137,788 | C |
| PLANS INSURANCE CORP. | $61,680,636 | C |
| NETWORK, LLC | $114,176 | C |
| REGIONAL MEDICAL CENTER, INC. | $394,590 | C |
| VALUE NETWORK, LLC | $100,000 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Program Rltd | $65,982,844 | TotalBookValueProgramRltdAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ADVANCES FROM HPW | $106,939 |
| ACCRUED EXPENSES | $3,460 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $110,399 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $246,609,905 | TotalRevEtcAuditedFinclStmtAmt |
| Other Revenue | $1,919,398 | OtherRevenueAmt |
| Revenue Not Reported | $1,919,398 | RevenueNotReportedAmt |
| Revenue Subtotal | $244,690,507 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $244,690,507 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $243,726,926 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $33,003 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $33,003 | ExpensesNotReportedAmt |
| Expenses Subtotal | $243,693,923 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $243,693,923 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| ASC 740 | PART X, LINE 2 THE COMPANY RECOGNIZES THE FINANCIAL STATEMENT BENEFIT OF A TAX POSITION ONLY AFTER DETERMINING THAT THE RELEVANT TAX AUTHORITY WOULD MORE LIKELY THAN NOT SUSTAIN THE POSITION FOLLOWING AN AUDIT. FOR TAX POSITIONS MEETING THE MORE-LIKELY-THAN-NOT THRESHOLD, THE AMOUNT RECOGNIZED IN THE FINANCIAL STATEMENTS IS THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT WITH THE RELEVANT TAX AUTHORITY. THE COMPANY HAS APPLIED THE UNCERTAIN TAX POSITION GUIDANCE TO ALL TAX POSITIONS FOR WHICH THE STATUTE OF LIMITATIONS REMAINED OPEN. THERE ARE NO MATERIAL UNRECOGNIZED TAX BENEFITS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN THAT HAVE BEEN RECORDED ON THE COMPANY'S FINANCIAL STATEMENTS FOR THE YEARS ENDED DECEMBER 31, 2014 AND 2013 AS IT WAS DETERMINED THAT ALL TAX POSITIONS TAKEN MEET THE MORE LIKELY THAN NOT THRESHOLD. UNITY AND HPW FILE CORPORATE INCOME TAX RETURNS IN THE UNITED STATES FEDERAL JURISDICTION AND IN THE STATE OF WISCONSIN. TAX YEARS OPEN TO EXAMINATION BY TAX AUTHORITIES UNDER FEDERAL AND STATE STATUTE OF LIMITATIONS FOR THESE ENTITIES INCLUDE CALENDAR YEARS 2011 THROUGH 2014 AND 2010 THROUGH 2014, RESPECTIVELY. UHC IS EXEMPT FROM INCOME TAX, THOUGH IT IS SUBJECT TO TAX ON INCOME UNRELATED TO ITS EXEMPT PURPOSES, UNLESS THAT INCOME IS OTHERWISE EXCLUDED BY THE INTERNAL REVENUE CODE. UHC FILES A FEDERAL INFORMATIONAL RETURN EACH YEAR. BEGINNING IN 2011, UHC DETERMINED THAT IT WAS NECESSARY TO FILE A FEDERAL AND STATE INCOME TAX RETURN DUE TO UNRELATED BUSINESS INCOME. CALENDAR YEARS 2011 THROUGH 2014 ARE OPEN TO EXAMINATION UNDER FEDERAL AND STATE STATUTE OF LIMITATIONS. ALL YEARS PRIOR TO 2011 WILL REMAIN OPEN TO EXAMINATION FOR BOTH FEDERAL AND STATE PURPOSES FOR UHC AS THE STATUTE OF LIMITATIONS DOES NOT RUN FOR RETURNS NOT FILED. ECARE IS A WHOLLY-OWNED DISREGARDED ENTITY OF UHC. AS SUCH, ECARE DOES NOT HAVE A FEDERAL OR A STATE INCOME TAX FILING REQUIREMENT. THE COMPANY RECOGNIZES, IF NECESSARY, INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS IN THE PROVISION FOR INCOME TAXES. THERE WERE NO INTEREST OR PENALTIES RELATED TO INCOME TAXES THAT HAVE BEEN ACCRUED OR RECOGNIZED AS OF AND FOR THE YEARS ENDED DECEMBER 31, 2014 AND 2013. |
| REVENUE RECONCILIATION | PART XII LINE 2D OTHER AMOUNTS Investment Income - HPW $168,243 Book/Tax Difference in Watertown Network, LLC Income ($260,457) Book/Tax Difference in UW Cancer Center Johnson Creek, LLC Income ($44,942) Investment Income - Unity $2,954,966 Investment Income - eCare ($723,595) Book/Tax Difference in Wisconsin Value Network, LLC Income ($207,821) Elimination $33,003 Rounding $1 Total $1,919,398 |
| EXPENSE RECONCILIATION | PART XII LINE 2D OTHER AMOUNTS Elimination $33,003 Total $33,003 |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (11 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 C Dechene | ||||||||||||||
| Former Interim President/CEO | $0 | $270,660 | $0 | $74,285 | $0 | $8,321 | $0 | $24,334 | $0 | $20,155 | $0 | $397,755 | $0 | $0 |
| Jeffrey E Grossman MD | ||||||||||||||
| Director | $0 | $918,877 | $0 | $0 | $0 | $9,954 | $0 | $66,526 | $0 | $27,684 | $0 | $1,023,041 | $0 | $0 |
| Donna Katen-Bahensky | ||||||||||||||
| Director - thru 9/2014 | $0 | $923,394 | $0 | $179,235 | $0 | $459,670 | $0 | $111,090 | $0 | $28,356 | $0 | $1,701,745 | $0 | $423,837 |
| Robert N Golden MD | ||||||||||||||
| Director | $0 | $607,382 | $0 | $0 | $0 | $6,889 | $0 | $73,736 | $0 | $20,011 | $0 | $708,018 | $0 | $0 |
| Michael D Buhl | ||||||||||||||
| Treasurer | $0 | $473,980 | $0 | $86,772 | $0 | $274,443 | $0 | $75,324 | $0 | $25,720 | $0 | $936,239 | $0 | $251,443 |
| Peter Christman | ||||||||||||||
| Director | $0 | $569,372 | $0 | $0 | $0 | $9,612 | $0 | $0 | $0 | $29,374 | $0 | $608,358 | $0 | $0 |
| Michael Dallman | ||||||||||||||
| President/CEO | $270,478 | $0 | $28,526 | $0 | $640 | $0 | $25,740 | $0 | $25,029 | $0 | $350,413 | $0 | $0 | $0 |
| Kenneth Mount | ||||||||||||||
| Secretary | $0 | $222,112 | $0 | $0 | $0 | $1,938 | $0 | $18,657 | $0 | $18,095 | $0 | $260,802 | $0 | $0 |
| Ronald Sliwinski | ||||||||||||||
| Director - as of 9/2014 | $0 | $464,182 | $0 | $74,865 | $0 | $30,469 | $0 | $73,740 | $0 | $31,311 | $0 | $674,567 | $0 | $0 |
| Thomas Kienitz Jr | ||||||||||||||
| VP Finance & Operations | $149,098 | $0 | $8,561 | $0 | $17,999 | $0 | $17,872 | $0 | $22,824 | $0 | $216,354 | $0 | $0 | $0 |
| Stephanie Orzechowski | ||||||||||||||
| VP- Regional Relations | $187,261 | $0 | $8,099 | $0 | $2,393 | $0 | $19,742 | $0 | $21,755 | $0 | $239,250 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule J, Part I, Line 4b | FormAndLineReferenceDesc |
| Explanation | Several members of the Board participate in supplemental, non-qualified retirement plans through their employers, who are "related" organization to the filing entity. Those individuals participate in a 457(f) plan. In 2014, the following employer contributions were made: - DONNA KATEN-BAHENSKY $85,350 - RONALD SLIWINSKI $48,000 - MICHAEL BUHL $49,584 In 2014, the following distributions from the 457(f) plan were made and reported in Part II, B(iii): - DONNA KATEN-BAHENSKY $423,837 - MICHAEL BUHL $251,443 | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| Michael Buhl | |||
| Board Member of Unity | $206,322,125 | Services | false |
| Peter Christman | |||
| Board Member of Unity | $206,322,125 | Services | false |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Business Transactions | FormAndLineReferenceDesc |
| Explanation | Schedule L, Part IV Michael Buhl and Peter Christman are both board members of Unity Health Plans - which is a 100% owned for-profit corporation of the filing entity (See Schedule R) | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Family/Business Relationships | Form 990, Part VI, Line 2 Michael Buhl and Peter Christman - Business Relationship (Unity) Ronald Sliwinski, Jeffrey Grossman, and Michael Dallman - Business relationship (HPW) Significant Changes to Governing Documents Form 990, Part VI, Line 4 A prior amendment of the Articles of Incorporation provided for the creation of one class of three members. These three members were: University of Wisconsin Hospital and Clinics Authority (UWHCA), the University of Wisconsin Medical School (UWSMPH), and the University of Wisconsin Medical Foundation (UWMF). On November 5, 2014 the Articles of Incorporation were subsequently amended to reduce the number of members to two: University of Wisconsin Medical Foundation (UWMF) and University of Wisconsin Hospital and Clinics Authority (UWHCA). Furthermore, a prior amendment of the Bylaws reduced the number of the Directors of the Board to seven. Members or Stockholders Form 990, Part VI, Line 6 The organization has two Members: University of Wisconsin Medical Foundation, Inc. and University of Wisconsin Hospitals and Clinics Authority. Governance Decisions by Other than the Governing Body Form 990, Part VI, Line 7b Each member shall be entitled to one vote on any matter submitted to a vote of the members. Two members shall constitute a quorum at a meeting of members. Any action to sell, assign, merge, dissolve, or in any other way, transfer any right, title, equity or financial ownership or any other interest in Unity Health Plans Insurance Corporation shall include the affirmative vote of both the UWHCA and UWMF. Amendments to the Articles of Incorporation require vote of the members. |
| Form 990 Review Process | Form 990, Part VI, Line 11b The Form 990 is prepared by Grant Thornton, LLP and then reviewed by University Health Care's Financial Officer. The organization's final Form 990 is then presented to and reviewed with the University Health Care Board of Directors at the October Board meeting. The review with the Board is facilitated by Grant Thornton's Tax personnel. |
| Conflict of Interest Policy Monitoring & Enforcement | Form 990, Part VI, Line 12c All board members and management staff complete a disclosure questionnaire annually. Any disclosures noted are reviewed by the board. |
| Process for Determining Compensation | Form 990, Part VI, Line 15 All wages are paid by the supported organizations which are: University of Wisconsin Hospital and Clinics and University of Wisconsin Medical Foundation. The CEO and VP compensation is discussed and reviewed with the board in an executive session by the director of compensation and benefits for UW Hospitals and Clinics (the employer of record). University Health Care, Inc. is currently reviewing its organizational and employment structure to determine which employees of these supported organizations should be considered key or highest compensated employees. |
| How Documents are Made Available to the Public | Records are made available to the public upon request by mailing to University Health Care, Inc., c/o Thomas E. Kienitz Jr., 301 S. Westfield Road, Suite 320, Madison, WI 53717. |
| OTHER CHANGE IN NET ASSETS | PART XI, LINE 5 The other change in net assets is composed of the following: book/tax differences 1,886,395 Change in Equity in ECARE From 2013 to 2014 723,595 __________ Total other change in net assets $2,609,990 |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | eCare of Wisconsin LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 S Westfield Road Suite 320 | AddressLine1Txt |
| City | Madison | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53717 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 262921480 | EIN |
| Primary Activities | Hospital Care | PrimaryActivitiesTxt |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Total Income | -$690,592 | TotalIncomeAmt |
| End Of Year Assets | $1,809,716 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UHC | BusinessNameLine1Txt |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| UW School of Medicine and Public Health | ||||||||||
| 600 Highland Ave | Madison | WI | 53792 | 391805963 | School | WI | 501(c)(3) | 06 | NA | false |
| University of WI Hospital and Clinics | ||||||||||
| 600 Highland Ave | Madison | WI | 53792 | 391835630 | Hospital | WI | 501(c)(3) | 03 | NA | false |
| University of WI Medical Foundation | ||||||||||
| 600 Highland Ave | Madison | WI | 53792 | 391824445 | Supported Org | WI | 501(c)(3) | 09 | NA | false |
| University Health Resources Inc | ||||||||||
| 301 S Westfield Road Suite 320 | Madison | WI | 53717 | 472553196 | Suuport Org | WI | 501(c)(3) | So- Type I | NA | false |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Health Professionals of Wisconsin Inc | ||||||||||||
| 301 S Westfield Road Suite 320 | Madison | WI | 53717 | 391806711 | Real Estate | WI | UHC | C Corp | $168,243 | $3,487,387 | 1.00000 | Yes (true) |
| Unity Health Plans Insurance Corporation | ||||||||||||
| 840 Carolina Street | Sauk City | WI | 53583 | 391450766 | HMO | WI | UHC | C Corp | $2,954,966 | $202,643,184 | 1.00000 | Yes (true) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (true) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| Health Professionals of Wisconsin Inc | ||
| l | $52,800 | Interco. Acct. |
| Unity Health Plans Insurance Corporation | ||
| l | $218,064,496 | Interco. Acct. |
| Unity Health Plans Insurance Corporation | ||
| l | $416,028 | Interco. Acct. |