2014-11-14T15:09:21-06:00 2013-12-31 Grant Thornton LLP 100 E Wisconsin Ave Milwaukee WI 53202 990 2013-01-01 391446049 University Health Care Inc % THOMAS E KIENITZ JR UNIV 6082637923 301 S Westfield Road Suite Suite320 Madison WI 53717 MICHAEL E DALLMAN PRESIDENT 6082637923 2014-11-14 true Michelle L Weber P00556798 6082637923 2013 2015-11-30 17:44:51Z Michael E Dallman 301 S Westfield Road Madison WI 53717 214156169 false X n/a X 1983 WI Furthering the service, instruction, and research mission of the UW School of Medicine and Public Health, UW Hospitals and Clinics, and the UW Medical Foundation. 7 0 0 0 542561 0 0 0 149467832 212600300 2342 15888 663780 1030378 150133954 213646566 101100 10300 0 0 0 0 0 0 0 149314783 213091114 149415883 213101414 718071 545152 73057152 91159738 4513584 18421956 68543568 72737782 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. false false 8045724 10300 15130404 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. 193854653 193854653 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. 4734467 4103060 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. 206634844 true false false false false false false false false false true false true false true true false true false false false false false false false false false true false true false false false false false false false true false false false false true true true true false false true 0 0 0 true true false false false false false false false false false X 7 0 true false false false false false false true true false false true true true true true true true true false X THOMAS E KIENITZ JR 6082650149 301 S WESTFIELD ROAD Suite WI 53717 Jeffrey E Grossman MD Director 2.0 55.0 X 0 822316 91497 Donna Katen-Bahensky Chair 2.0 55.0 X 0 1075824 136293 Robert N Golden MD Director 2.0 55.0 X 0 609822 89999 Michael D Buhl Treasurer 2.0 55.0 X X 0 576717 96186 Peter Christman Director 2.0 55.0 X 0 578984 28206 Michael Dallman President/CEO 55.0 X X 291888 0 46427 Kenneth Mount Secretrary 2.0 55.0 X X 0 221621 34506 James C Dechene Former Interim President/CEO 55.0 X 0 497747 100954 291888 4383031 624068 1 true true false WYNTEC CONSULTING LLC 4207 CHRISMAC WAY COLLEYVILLE TX 76034 DATA CONSULTING 1066533 KAUFMAN HALL ASSOCIATES INC 5202 OLD ORCHARD RD STE N700 SKOKIE IL 60077 STRATEGY CONSULTING 765452 HEALTH EOS PO BOX 29940 NEW YORK NY 10087 QUALITY MGMT DATA 609600 AE BUSINESS SOLUTIONS 2310 CROSSROADS DRIVE MADISON WI 53718 DATA CONSULTING 368093 MILE BLUFF MEDICAL CENTER INC 1040 DIVISION STREET MAUSTON WI 53948 SUPPORT SERVICES 365597 8 X 0 PROGRAM AND SUPPORT REVENUES 621300 14369254 14369254 CAPITATION FEES 524292 193854653 193854653 CANCER CTR. AFFIL. 621500 273333 273333 MONITORING FEES 621300 4103060 4103060 212600300 1388 1388 0 0 498323 509603 -11280 0 -11280 -11280 14500 14500 14500 14500 0 0 0 MISC. INCOME 621300 633535 143774 489761 ADMINISTRATIVE INCOME 621300 63622 10822 52800 CHARTWELL WISCONSIN LLC INCOME 621300 336669 336669 7832 7832 1041658 213646566 213088117 542561 15888 10300 10300 0 0 0 0 0 0 0 0 0 0 0 42796 42796 0 0 0 2959092 1247737 1711355 49521 48127 1394 0 0 0 0 605964 311211 294753 35630 23347 12283 0 112358 37679 74679 17985 17985 0 1652922 315151 1337771 38773 24500 14273 CAPITATION COSTS 193854653 193854653 CONTRACTED SVCS - AFFILIATES 11451685 9093891 2357794 FEES 1379316 1126634 252682 EQUIPMENT, RENTAL & MAINT 754491 432541 321950 135928 109073 26855 213101414 206634844 6466570 0 0 0 343759 1443440 0 0 2825198 17092114 0 0 0 0 0 0 0 0 183806 372974 10377318 4081194 6333803 6296124 0 0 0 0 60001499 62721999 3369087 3233087 0 0 73057152 91159738 3938677 17908738 0 0 347988 338719 0 0 0 0 0 0 0 0 0 0 226919 174499 4513584 18421956 X 68543568 72737782 0 0 0 0 68543568 72737782 73057152 91159738 X 545152 3649062 X false true X true false X X X false false false UNIVERSITY OF WISCONSIN SCHOOL OF MEDICINE AND PUBLIC HEALTH 391805963 06 true 0 UNIVERSITY OF WISCONSIN HOSPITAL & CLINICS 391835630 03 true 89976168 UNIVERSITY OF WISCONSIN MEDICAL FOUNDATION 391824445 09 true 123050620 3 213026788 Payments and Amounts Payable to Supported Orgs (Sponsors) Form 990, Sch. A, Part I Payments to our Supported Organizations include: Payments to providers for care of patients under managed care contracting arrangements, and reimbursement for expense items paid by them on behalf of University Health Care, Inc. These items include, but are not limited to: salaries, wages, and benefits of UHC staff; professional service expenses; facility rent and fees; and equipment rental and maintenance costs. 0 108852 108852 0 0 9679829 3972342 5707487 0 588637 588637 6296124 JOHNSON CREEK, LLC 568595 C PROFESSIONALS OF WISCONSIN 2969544 C PLANS INSURANCE CORP. 58725670 C NETWORK, LLC 63600 C REGIONAL MEDICAL CENTER, INC. 394590 C 62721999 0 ADVANCES FROM HPW 165636 ACCRUED EXPENSES 8863 174499 X 212908604 -737962 -737962 213646566 213646566 213101414 213101414 213101414 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 PERCENT 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, 2013 AND 2012 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 2010 THROUGH 2013 AND 2009 THROUGH 2013, 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 2013 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, 2013 AND 2012. REVENUE RECONCILIATION PART XII LINE 2D OTHER AMOUNTS Investment Income - HPW $156,594 Book/Tax Difference in Watertown Network, LLC Income ($229,893) Book/Tax Difference in UW Cancer Center Johnson Creek, LLC Income $54,948 Book/Tax Difference in Chartwell ($337,287) Investment Income - Unity $254,701 Investment Income - eCare ($637,024) Rounding ($1) Total ($737,962) true SwedishAmerican Foundation 1415 East State Street Rockford IL 611042333 363097493 501(c)3 10000 support 1 Organization Grants Form 990 Schedule I, Part I, Line 2 Sizeable grants (donations) are made upon board approval. Significantly lessor amounts (I.E. $50 or $100) are made at the discretion of management for memorial purposes. false true false false false false false false false James C Dechene Former Interim President/CEO 0 404402 0 82180 0 11165 0 64423 0 36531 0 598701 0 0 Jeffrey E Grossman MD Director 0 777060 0 32500 0 12756 0 64611 0 26886 0 913813 0 0 Donna Katen-Bahensky Chair 0 775342 0 187800 0 112682 0 101583 0 34710 0 1212117 0 78269 Robert N Golden MD Director 0 602491 0 0 7331 0 71273 0 18726 0 699821 0 0 Michael D Buhl Treasurer 0 457717 0 96000 0 23000 0 71333 0 24853 0 672903 0 0 Peter Christman Director 0 569372 0 0 9612 0 0 28206 0 607190 0 0 Michael Dallman President/CEO 262637 0 28799 0 452 0 23333 0 23094 0 338315 0 0 0 Kenneth Mount Secretrary 0 219913 0 0 1708 0 17483 0 17023 0 256127 0 0 Schedule J, Part I, Line 4b 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 2013, the following employer contributions were made: - James C. Dechene $41,090 - Donna Katen-Bahensky $78,250 - Michael Buhl $48,000 In 2013, the following distributions from the 457(f) plan were made and reported in Part II, B(iii): - Donna Katen-Bahensky $78,269 Michael Buhl Board Member of Unity 194344414 Services, Capital Contribution false Peter Christman Board Member of Unity 194344414 Services, Capital Contribution false Michael Buhl Board Member of Chartwell 3750000 Sale of Interest in JV false Business Transactions 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) Michael Buhl is also a board member of Chartwell - which was a 50% owned LLC program related investment of the filing entity prior to the sale. Family/Business Relationships Form 990, Part VI, Line 2 Michael Buhl and Peter Christman - Business Relationship (Unity) Donna Katen-Bahensky, Jeffrey Grossman, and Michael Dallman - Business Relationship 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 November 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, University of Wisconsin Medical Foundation, and University of Wisconsin School of Medicine and Public Health. 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 Form 990, Part VI, Line 19 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 (737,962) Change in Equity in ECARE From 2012 to 2013 137,024 Contributions to equity 4,250,000 __________ Total other change in net assets $3,649,062 eCare of Wisconsin LLC 301 S Westfield Road Suite 320 Madison WI 53717 262921480 Hospital Care WI -637024 2053827 UHC UW School of Medicine and Public Health 600 Highland Ave Madison WI 53792 391805963 School WI 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 Health Professionals of Wisconsin Inc 301 S Westfield Road Suite 320 Madison WI 53717 391806711 Real Estate WI UHC C Corp 156594 3387636 1.00000 true Unity Health Plans Insurance Corporation 840 Carolina Street Sauk City WI 53583 391450766 HMO WI UHC C Corp 254701 181237998 1.00000 true false true true false false false false false false false true true false true true true true false false Health Professionals of Wisconsin l 52800 Interco. Acct. Unity Health Plans Insurance Corporation l 193854653 Interco. Acct. Unity Health Plans Insurance Corporation l 489761 Interco. Acct. Unity Health Plans Insurance Corporation b 6000000 ACH