UNIVERSITY OF WISCONSIN MEDICAL FOUNDATION INC: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY OF WISCONSIN MEDICAL FOUNDATION INC (EIN 39-1824445)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2012-03-02
- IRS object ID
- 201210629349301346
- Schema version
- 2010v3.4
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-03-02T13:53:49-06:00 | Timestamp |
| Tax Period End Date | 2011-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCGLADREY & PULLEN LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 5946 | AddressLine1 |
| City | MADISON | City |
| State | WI | State |
| ZIP Code | 537050946 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391824445 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF WISCONSIN MEDICAL FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | UNIV | NameControl |
| Phone | 6088214223 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7974 UW HEALTH COURT | AddressLine1 |
| City | MIDDLETON | City |
| State | WI | State |
| ZIP Code | 53562 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ROBERT FLANNERY | Name |
| Title | CHIEF FINANCIAL OFFICER | Title |
| Phone | 6088214223 | Phone |
| Date Signed | 2012-03-01 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JAMES G GRAHAM | Name |
| Phone | 6088332612 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | JEFFREY GROSSMAN MD | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 HIGHLAND AVENUE | AddressLine1 |
| City | MADISON | City |
| State | WI | State |
| ZIP Code | 53792 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 605323119 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.UWHEALTH.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1996 | YearFormation |
| State Legal Domicile | WI | StateLegalDomicile |
| Activity Or Mission Description | UNIVERSITY OF WISCONSIN MEDICAL FOUNDATION (UWMF) SUPPORTS THE TEACHING, RESEARCH AND SERVICE MISSIONS OF THE UNIVERSITY OF WISCONSIN SCHOOL OF MEDICINE AND PUBLIC HEALTH BY PROMOTING THE DELIVERY OF EXCELLENT AND INNOVATIVE PATIENT CARE BY FACULTY AND STAFF WHO SERVE LOCAL, REGIONAL, NATIONAL AND INTERNATIONAL POPULATIONS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 19 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 6 | NbrIndependentVotingMembers |
| Total Nbr Employees | 3832 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 3426572 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 61657 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 19510991 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 29657867 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 551830051 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 568711280 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 4435003 | InvestmentIncomePriorYear |
| Investment Income Current Year | 3796569 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 2611151 | OtherRevenuePriorYear |
| Other Revenue Current Year | 2660062 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 578387196 | TotalRevenuePriorYear |
| Total Revenue Current Year | 604825778 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 38617526 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 42061862 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 333478645 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 354447060 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 197174710 | OtherExpensePriorYear |
| Other Expenses Current Year | 197729352 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 569270881 | TotalExpensesPriorYear |
| Total Expenses Current Year | 594238274 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 9116315 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 10587504 | RevenuesLessExpensesCY |
| Total Assets BOY | 394299511 | TotalAssetsBOY |
| Total Assets EOY | 404753446 | TotalAssetsEOY |
| Total Liabilities BOY | 213332234 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 192506654 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 180967277 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 212246792 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | UNIVERSITY OF WISCONSIN MEDICAL FOUNDATION (UWMF) SUPPORTS THE TEACHING, RESEARCH AND SERVICE MISSIONS OF THE UNIVERSITY OF WISCONSIN SCHOOL OF MEDICINE AND PUBLIC HEALTH BY PROMOTING THE DELIVERY OF EXCELLENT AND INNOVATIVE PATIENT CARE BY FACULTY AND STAFF WHO SERVE LOCAL, REGIONAL, NATIONAL AND INTERNATIONAL POPULATIONS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 76393212 | Expense |
| Grants | 27807960 | Grants |
| Description | FUNDING ALLOCATED TO PROVIDE MEDICAL EDUCATION FOR THE BENEFIT OF, AND IN SUPPORT OF THE PURPOSE OF THE UW MEDICAL SCHOOL AND PUBLIC HEALTH. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 11078866 | Expense |
| Grants | 11078866 | Grants |
| Description | FUNDING ALLOCATED TO PROVIDE MEDICAL RESEARCH FOR THE BENEFIT OF, AND IN SUPPORT OF THE PURPOSE OF THE UW MEDICAL SCHOOL AND PUBLIC HEALTH. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 443511238 | Expense |
| Grants | 2224341 | Grants |
| Revenue | 565719339 | Revenue |
| Description | FUNDING ALLOCATED TO PROVIDE HEALTHCARE FOR THE BENEFIT OF, AND IN SUPPORT OF THE PURPOSE OF THE UW MEDICAL SCHOOL AND PUBLIC HEALTH. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 59016079 | Expense |
| Grants | 925695 | Grants |
| Description | OTHER PROGRAM REVENUE AND EXPENSES ALLOCATED TO PROVIDE MEDICAL EDUCATION FOR THE BENEFIT OF, AND IN SUPPORT OF THE PURPOSE OF THE UW MEDICAL SCHOOL AND PUBLIC HEALTH. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 59016079 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 925695 | TotalOfOtherProgramServiceGrnt |
| Total Program Service Expense | 589999395 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 1 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 284 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 3832 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 19 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 6 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 0 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | IL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WI | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT W FLANNERY CFO | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 6088214223 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7974 UW HEALTH COURT | AddressLine1 |
| City | MIDDLETON | City |
| State | WI | State |
| ZIP Code | 53562 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (27 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| JENNIFER ALEXANDER | ||||||||
| PUBLIC BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| PATRICIA BRADY | ||||||||
| PUBLIC BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| JIM BURGESS | ||||||||
| PUBLIC BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| ROBERT N GOLDEN MD | ||||||||
| DEAN - UWSMPH | 1.00 | X | 247632 | 240616 | 49090 | |||
| THOMAS GRIST MD | ||||||||
| DEPARTMENT OF RADIOLOGY | 1.00 | X | 366799 | 175825 | 49090 | |||
| ROGER HAUCK | ||||||||
| PUBLIC BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| NIZAR JARJOUR MD | ||||||||
| DEPARTMENT OF MEDICINE | 1.00 | X | 186642 | 176761 | 46938 | |||
| K CRAIG KENT MD | ||||||||
| DEPARTMENT OF SURGERY | 1.00 | X | 518926 | 232644 | 49090 | |||
| FRED LEE JR MD | ||||||||
| DEPARTMENT OF RADIOLOGY | 1.00 | X | 431290 | 107652 | 49090 | |||
| DENNIS LUND MD | ||||||||
| DEPARTMENT OF SURGERY | 1.00 | X | 471798 | 124468 | 49090 | |||
| STEPHEN NAKADA MD | ||||||||
| DEPARTMENT OF UROLOGY | 1.00 | X | 358805 | 155096 | 49090 | |||
| DAVID RAKEL MD | ||||||||
| DEPARTMENT OF FAMILY MEDICINE | 1.00 | X | 106089 | 86777 | 15958 | |||
| LAUREL RICE MD | ||||||||
| DEPARTMENT OF OB GYN | 1.00 | X | 317069 | 156646 | 12340 | |||
| WILLIAM SCHWAB MD | ||||||||
| DEPARTMENT OF FAMILY MEDICINE | 1.00 | X | 112461 | 95433 | 28130 | |||
| RODNEY WELCH MD | ||||||||
| DEPARTMENT OF MEDICAL MICROBIOLOGY | 1.00 | X | 0 | 0 | 0 | |||
| ELIOT WILLIAMS MD PHD | ||||||||
| DEPARTMENT OF MEDICINE | 1.00 | X | 73327 | 113482 | 18219 | |||
| JEFFREY GROSSMAN MD | ||||||||
| PRESIDENT & CEO | 40.00 | X | 543431 | 165277 | 58991 | X | ||
| CAROLINE FRIBANCE | ||||||||
| PUBLIC BOARD MEMBER - SECRETARY | 1.00 | X | 0 | 0 | 0 | X | ||
| FREDERICK WENZEL | ||||||||
| PUBLIC BOARD MEMBER - TREASURER | 1.00 | X | 0 | 0 | 0 | X | ||
| PETER CHRISTMAN | ||||||||
| COO | 40.00 | 581783 | 0 | 24618 | X | |||
| ROBERT FLANNERY | ||||||||
| CFO | 40.00 | 317111 | 0 | 20420 | X | |||
| RICHARD WELNICK MD | ||||||||
| MEDICAL DIRECTOR | 40.00 | 183695 | 56440 | 46014 | X | |||
| GEOFFREY S BAER MD PHD | ||||||||
| PHYSICIAN | 40.00 | 745745 | 44565 | 49000 | X | |||
| GREGORY K HARTIG MD | ||||||||
| PHYSICIAN | 40.00 | 707258 | 64882 | 49000 | X | |||
| MICHAEL M ALTAWEEL MD | ||||||||
| PHYSICIAN | 40.00 | 653285 | 72124 | 52735 | X | |||
| BEN K GRAF MD | ||||||||
| PHYSICIAN | 40.00 | 662532 | 64855 | 49000 | X | |||
| KENNETH J NOONAN MD | ||||||||
| PHYSICIAN | 40.00 | 664263 | 53698 | 54000 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 8249941 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 2187241 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 819903 | TotalOtherCompensation |
| Number Individuals GT100 K | 726 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| TRI-NORTH BUILDERS INC | |||||
| PO BOX 259568 | MADISON | WI | 53725 | CONSTRUCTION | 2504425 |
| TNB SUPPLY COMPANY LLC | |||||
| 2625 RESEARCH PARK DRIVE | FITCHBURG | WI | 53711 | CONSTRUCTION | 1331697 |
| MERITER LABORATORIES | |||||
| PO BOX 681166 | CHICAGO | IL | 60695 | LAB | 1221315 |
| MERITER HOSPITAL | |||||
| PO BOX 78430 | MILWAUKEE | WI | 53278 | MEDICAL | 745450 |
| DANE COUNTY CYTOLOGY | |||||
| 2000 ENGEL STREET 201 | MONONA | WI | 53713 | LAB | 739407 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 39 | NumberOfContractorsGT100K |
| Related Organizations | 29657867 | RelatedOrganizations |
| Total Contributions | 29657867 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| PATIENT SERVICES | 621111 | 374600301 | 374600301 | |
| PREMIUM REVENUE | 900099 | 170703742 | 170703742 | |
| OTHER MEDICAL SERVICES | 561000 | 23407237 | 20415296 | 2991941 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 568711280 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3275544 | TotalRevenueColumn |
| Exclusion | $3,275,544 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 2005130 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 7692 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 1997438 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1997438 | TotalRevenueColumn |
| Unrelated Business Revenue | 6505 | UnrelatedBusinessRevenue |
| Exclusion | $1,990,933 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 451904 | Securities |
| Other | 558770 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 489649 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 451904 | Securities |
| Other | 69121 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 521025 | TotalRevenueColumn |
| Exclusion | $521,025 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Unrelated Business RevenueUnrelatedBusinessRevenue | ExclusionExclusionAmount |
|---|---|---|---|---|
| ADMIN SUPPORT | 561110 | 428126 | 428126 | |
| OTHER NON-OPERATING RE | 900099 | 234498 | $234,498 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 662624 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 604825778 | TotalRevenueColumn |
| Related Or Exempt Function Income | 565719339 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 3426572 | UnrelatedBusinessRevenue |
| Exclusion | $6,022,000 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 42036862 | Total |
| Program Services | 42036862 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25000 | Total |
| Program Services | 25000 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5391112 | Total |
| Program Services | 3618661 | ProgramServices |
| Management And General | 1772451 | ManagementAndGeneral |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7695628 | Total |
| Program Services | 7695628 | ProgramServices |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 293129837 | Total |
| Program Services | 293129837 | ProgramServices |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6469921 | Total |
| Program Services | 6469921 | ProgramServices |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 28407201 | Total |
| Program Services | 28407201 | ProgramServices |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13353361 | Total |
| Program Services | 13353361 | ProgramServices |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 49167444 | Total |
| Program Services | 48739318 | ProgramServices |
| Management And General | 428126 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 472698 | Total |
| Management And General | 472698 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 121085 | Total |
| Management And General | 121085 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 192358 | Total |
| Management And General | 192358 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1940795 | Total |
| Program Services | 1940795 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 31562783 | Total |
| Program Services | 31562783 | ProgramServices |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4992028 | Total |
| Program Services | 4992028 | ProgramServices |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15686740 | Total |
| Program Services | 15686740 | ProgramServices |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1222501 | Total |
| Management And General | 1222501 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7264121 | Total |
| Program Services | 7264121 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1082797 | Total |
| Program Services | 1082797 | ProgramServices |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| REIMBURSE OF MED SCHOOL | 75093212 | 75093212 | |
| BAD DEBT EXPENSE | 7147063 | 7147063 | |
| MISCELLANEOUS | 1754067 | 1754067 | |
| NON-OPERATING EXPENSES | 29660 | 29660 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 594238274 | Total |
| Program Services | 589999395 | ProgramServices |
| Management And General | 4238879 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 69123428 | BOY |
| EOY | 107954246 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5000000 | BOY |
| EOY | 2500000 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 50258020 | BOY |
| EOY | 45415731 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4148024 | BOY |
| EOY | 4409109 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10109924 | BOY |
| EOY | 16080424 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 134287224 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 72508392 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 100908333 | BOY |
| EOY | 61778832 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 120943561 | BOY |
| EOY | 129947618 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1328443 | BOY |
| EOY | 1861089 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 31675421 | BOY |
| EOY | 34056562 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 167716 | BOY |
| EOY | 144959 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 636641 | BOY |
| EOY | 604876 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 394299511 | BOY |
| EOY | 404753446 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 159272536 | BOY |
| EOY | 140496813 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 44600000 | BOY |
| EOY | 44600000 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 754435 | BOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8705263 | BOY |
| EOY | 7409841 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 213332234 | BOY |
| EOY | 192506654 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 180967277 | BOY |
| EOY | 212246792 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 180967277 | BOY |
| EOY | 212246792 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 394299511 | BOY |
| EOY | 404753446 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 10587504 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 20692011 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 12805545 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 17749751 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 19294896 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 19510991 | CurrentTaxYearMinus1Year |
| Current Tax Year | 29657867 | CurrentTaxYear |
| Total | 99019050 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 465541185 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 483064471 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 505030677 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 548893354 | CurrentTaxYearMinus1Year |
| Current Tax Year | 565719339 | CurrentTaxYear |
| Total | 2568249026 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 478346730 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 500814222 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 524325573 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 568404345 | CurrentTaxYearMinus1Year |
| Current Tax Year | 595377206 | CurrentTaxYear |
| Total | 2667268076 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 2667268076 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 8049440 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 8756546 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 7168362 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 5543597 | CurrentTaxYearMinus1Year |
| Current Tax Year | 5787502 | CurrentTaxYear |
| Total | 35305447 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 8049440 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 8756546 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 7168362 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 5543597 | CurrentTaxYearMinus1Year |
| Current Tax Year | 5787502 | CurrentTaxYear |
| Total | 35305447 | Total |
Net Income From Other UBI NetIncomeFromOtherUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | 107778 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 5079 | CurrentTaxYearMinus1Year |
| Current Tax Year | 61657 | CurrentTaxYear |
| Total | 174514 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 217606 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 427298 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 162554 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 318008 | CurrentTaxYearMinus1Year |
| Current Tax Year | 234498 | CurrentTaxYear |
| Total | 1359964 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 486613776 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 509998066 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 531764267 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 574271029 | CurrentTaxYearMinus1Year |
| Current Tax Year | 601460863 | CurrentTaxYear |
| Total | 2704108001 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.98640 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.98540 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.01310 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.01400 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | Volunteers |
| Paid Staff Or Management | 1 | PaidStaffOrManagement |
| Media Advertisements | 0 | MediaAdvertisements |
| Mailings Members | 0 | MailingsMembers |
| Publications Or Broadcast | 0 | PublicationsOrBroadcast |
| Grants Other Organizations | 1 | GrantsOtherOrganizations |
| Grants Other Organizations | $192,358 | GrantsOtherOrganizationsAmount |
| Direct Contact Legislators | 0 | DirectContactLegislators |
| Rallies Demonstrations | 0 | RalliesDemonstrations |
| Other Activities | 0 | OtherActivities |
| Total Lobbying Expenditures IIB | 192358 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | 0 | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | EXPLANATION OF OTHER LOBBYING ACTIVITIES: | Identifier |
| Return Reference | PART II-B, LINE 1I: | ReturnReference |
| Explanation | PURCHASED SERVICES - MALRONEY WAGES: $60,689; WAGES AND REIMBURSEMENT FOR JOHN SENDER: $38,420; DUES PAID TO STATE AND MEDICAL SOCIETIES: $93,249 | Explanation |
Schedule D IRS990ScheduleD
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 5828612 | OtherCostOrOtherBasis |
| Book Value | 5828612 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 64430638 | OtherCostOrOtherBasis |
| Depreciation | 26499380 | Depreciation |
| Book Value | 37931258 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 8430827 | OtherCostOrOtherBasis |
| Depreciation | 4395650 | Depreciation |
| Book Value | 4035177 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 55597147 | OtherCostOrOtherBasis |
| Depreciation | 41613362 | Depreciation |
| Book Value | 13983785 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 61778832 | TotalOfBookValueLandBuildings |
Investments Program Related InvestmentsProgramRelated (8 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| WISCONSIN SLEEP INC | 2018072 | C |
| GEN FERTILITY CARE | 158034 | C |
| MADISON MEDICAL CENTER | 4356479 | C |
| MADISON SURGERY CENTER | 3625814 | C |
| MERITER PHYSICIAN CONTRACTING | 23846 | C |
| WISCONSIN DIALYSIS INC | 284143 | C |
| TRANSFORMATIONS LLC | 655907 | C |
| UNIVERSITY HEALTH CARE INC | 22934267 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Program Related | 34056562 | TotalOfBookValueProgramRelated |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| DUE TO MED. SCHOOL DEV. FUND | $7,001,989 |
| DUE TO RESEARCH & DEV. FUND | $407,852 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 7409841 | TotalOfAmounts |
| Total Revenue | 604825778 | TotalRevenue |
| Total Expenses | 594238274 | TotalExpenses |
| Excess Or Deficit For Year | 10587504 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 15494621 | NetUnrealizedGLOnInvestments |
| Other | $5,197,390 | OtherAmount |
| Total Adjustments | 20692011 | TotalAdjustments |
| Excess Or Deficit Per FS | 31279515 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 625064210 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 15494621 | NetUnrealizedGainsInvestments |
| Other Revenues | 5197390 | OtherRevenues |
| Revenue Not Rptd F990 | 20692011 | RevenueNotRptdF990 |
| Revenue Subtotal | 604372199 | RevenueSubtotal |
| Other Revenues Not Included | 453579 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 453579 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 604825778 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 593784695 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 7692 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 7692 | ExpensesNotRptdF990 |
| Expenses Subtotal | 593777003 | ExpensesSubtotal |
| Other Expenses Not Included | 461271 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 461271 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 594238274 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | THE FOUNDATION HAS BEEN DETERMINED TO QUALIFY AS EXEMPT FROM FEDERAL INCOME TAX UNDER INTERNAL REVENUE CODE SECTION 501(A) AS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3) OF THE CODE. THE FOUNDATION FOLLOWS THE FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) GUIDANCE ON INCOME TAXES, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, WHICH ADDRESSES THE DETERMINATION OF WHETHER TAX BENEFITS CLAIMED OR EXPECTED TO BE CLAIMED ON A TAX RETURN SHOULD BE RECORDED IN THE FINANCIAL STATEMENTS. UNDER THIS GUIDANCE, THE FOUNDATION MAY RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. EXAMPLES OF TAX POSITIONS INCLUDE THE TAX-EXEMPT STATUS OF THE FOUNDATION AND VARIOUS POSITIONS RELATED TO THE POTENTIAL SOURCES OF UNRELATED BUSINESS TAXABLE INCOME (UBIT). THE TAX BENEFITS RECOGNIZED IN THE FINANCIAL STATEMENTS FROM SUCH A POSITION ARE MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50 PERCENT LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. MOST OF THE INCOME RECEIVED BY THE FOUNDATION IS EXEMPT FROM TAXATION, AS INCOME RELATED TO THE MISSION OF THE ORGANIZATION. ACCORDINGLY, THERE IS NO MATERIAL PROVISION FOR INCOME TAX. HOWEVER, THE FOUNDATION DOES RECEIVE AN IMMATERIAL AMOUNT OF UNRELATED BUSINESS INCOME. THE FOUNDATION FILES FORMS 990 IN THE U.S. FEDERAL JURISDICTION AND THE STATE OF WISCONSIN. WITH FEW EXCEPTIONS, THE FOUNDATION IS NO LONGER SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE FOR THE YEARS 2007 AND EARLIER. |
| PART XI, LINE 8 - OTHER ADJUSTMENTS: | REVENUE FROM UNCONSOLIDATED ENTITIES 5,135,210. UNREALIZED GAIN (LOSS) ON FINANCIAL INSTRUMENT 62,180. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | REVENUE FROM UNCONSOLIDATED ENTITIES 5,135,210. UNREALIZED GAIN (LOSS) ON FINANCIAL INSTRUMENT 62,180. | |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | RECLASSIFICATION OF NON-OPERATING REVENUE 33,145. RECLASSIFICATION OF RENT EXPENSES -7,692. RECLASS OF UNITY/UHC MANAGEMENT SERVICE REVENUE 428,126. | |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | RECLASSIFICATION OF RENT EXPENSES 7,692. | |
| PART XIII, LINE 4B - OTHER ADJUSTMENTS: | RECLASSIFICATION OF NON-OPERATING REVENUE 33,145. RECLASS OF UNITY/UHC MANAGEMENT SERVICE REVENUE 428,126. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (9 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| UW SCHOOL OF MEDICINE AND PUBLIC HEALTH | |||||||
| 750 HIGHLAND AVENUE | MADISON | WI | 53705 | 396006492 | 115 | 27818505 | SUPPORT FUNCTIONS OF THE MEDICAL SCHOOL |
| UNIVERSITY HEALTH CARE INC | |||||||
| 1848 UNIVERSITY AVENUE | MADISON | WI | 53708 | 391446049 | 501(C)(3) | 2224341 | SUPPORT FOR CONTRACT MANAGEMENT |
| UNIVERSITY OF WISCONSIN FOUNDATION | |||||||
| 1848 UNIVERSITY AVENUE | MADISON | WI | 53708 | 390743975 | 501(C)(3) | 11078866 | RESEARCH SUPPORT |
| MADISON COMMUNITY HEALTH CENTER INC DBA ACCESS COMMUNITY HEALTH CENTERS | |||||||
| 2901 W BELTLINE HWY | MADISON | WI | 53713 | 391391134 | 501(C)(3) | 650150 | SUPPORT UNCOMPENSATED COSTS INCURRED WITH PROVIDING WINGRA CLINIC AND PATIENTS WITH ITS FULL SCOPE OF SERVICES |
| RESTORING HOPE TRANSPLANT HOUSE | |||||||
| 7457 TERRACE AVENUE | MIDDLETON | WI | 53562 | 204786829 | 501(C)(3) | 60000 | SUPPORT FUNCTIONS OF THE ORGANIZATION |
| FOUNDATION FOR WOMEN'S CANCER | |||||||
| 230 W MONROE ST SUITE 2528 | CHICAGO | IL | 60606 | 363797707 | 501(C)(3) | 30000 | SUPPORT FUNCTIONS OF THE ORGANIZATION |
| UNIVERSITY OF WISCONSIN SYSTEM | |||||||
| 635 SCIENCE DRIVE | MADISON | WI | 53711 | 391805963 | 115 | 125000 | SUPPORT FUNCTIONS OF THE ORGANIZATION |
| (no name) | |||||||
| SUPPORT FUNCTIONS OF THE ORGANIZATION | |||||||
| ACHC FACILITIES INC | |||||||
| 2901 W BELTLINE HWY | MADISON | WI | 53713 | 203125025 | 501(C)(3) | 50000 | SUPPORT FUNCTIONS OF THE ORGANIZATION |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 8 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | UWMF EMPLOYEE CHILDREN'S SCHOLARSHIP FUND - SCHOLARSHIPS TO CHILDREN OF UWMF EMPLOYEES TO BE USED IN THEIR PURSUIT OF A HEALTHCARE CAREER. | TypeOfGrant |
| Number Of Recipients | 40 | NumberOfRecipients |
| Amount Of Cash Grant | 25000 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: THE GRANT SCHEDULE FOR UW SCHOOL OF MEDICINE IS BASED ON A 2 YEAR AGREEMENT AT A FIXED AMOUNT. THE UW FOUNDATION MAKES A CONTRIBUTION FOR R&D OF 2.5% OF PROFESSIONAL REVENUES WHICH IS PART OF ITS BYLAWS. UNIVERSITY HEALTHCARE INC. SUPPORT IS BASED ON THEIR ANNUAL BUDGET. A MONTHLY RECONCILIATION IS PERFORMED BY REVIEWING THE PROFESSIONAL REVENUES AND PERFORMING THE CALCULATION FOR R&D. THE DISCREPANCIES ARE GIVEN TO THE DEPARTMENTS FOR REVIEW AND FUNDS ARE ADJUSTED ON FOLLOWING MONTHS TRANSFER. THE FIXED AMOUNTS ARE REVIEWED MONTHLY TO CONFIRM TRANSFERS TO CONTRACTS AND BUDGET. ANY DISCREPANCIES ARE ADJUSTED IN THE FOLLOWING MONTH. THE 2011 UWMF EMPLOYEE CHILDREN'S SCHOLARSHIPS WERE AWARED TO CHILDREN OF UWMF EMPLOYEES. EACH CHILD WAS AWARDED A $625 SCHOLARSHIP FROM UW MEDICAL FOUNDATION TO BE USED IN THEIR PURSUIT OF A HEALTHCARE CAREER. UWMF PLACES GREAT VALUE AND PRIDE IN THE OPPORTUNITY TO REINVEST IN THE NEXT GENERATION OF PROFESSIONALS ENTERING THE HEALTHCARE INDUSTRY. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (20 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ROBERT N GOLDEN MD | |||||||||||||
| 247632 | 240616 | 0 | 0 | 0 | 0 | 49000 | 0 | 90 | 0 | 296722 | 240616 | 0 | 0 |
| THOMAS GRIST MD | |||||||||||||
| 366799 | 175825 | 0 | 0 | 0 | 0 | 49000 | 0 | 90 | 0 | 415889 | 175825 | 0 | 0 |
| NIZAR JARJOUR MD | |||||||||||||
| 186642 | 176761 | 0 | 0 | 0 | 0 | 46848 | 0 | 90 | 0 | 233580 | 176761 | 0 | 0 |
| K CRAIG KENT MD | |||||||||||||
| 518926 | 232644 | 0 | 0 | 0 | 0 | 49000 | 0 | 90 | 0 | 568016 | 232644 | 0 | 0 |
| FRED LEE JR MD | |||||||||||||
| 431290 | 107652 | 0 | 0 | 0 | 0 | 49000 | 0 | 90 | 0 | 480380 | 107652 | 0 | 0 |
| DENNIS LUND MD | |||||||||||||
| 471798 | 124468 | 0 | 0 | 0 | 0 | 49000 | 0 | 90 | 0 | 520888 | 124468 | 0 | 0 |
| STEPHEN NAKADA MD | |||||||||||||
| 358805 | 155096 | 0 | 0 | 0 | 0 | 49000 | 0 | 90 | 0 | 407895 | 155096 | 0 | 0 |
| DAVID RAKEL MD | |||||||||||||
| 106089 | 86777 | 0 | 0 | 0 | 0 | 15868 | 0 | 90 | 0 | 122047 | 86777 | 0 | 0 |
| LAUREL RICE MD | |||||||||||||
| 317069 | 156646 | 0 | 0 | 0 | 0 | 12250 | 0 | 90 | 0 | 329409 | 156646 | 0 | 0 |
| WILLIAM SCHWAB MD | |||||||||||||
| 112461 | 95433 | 0 | 0 | 0 | 0 | 28040 | 0 | 90 | 0 | 140591 | 95433 | 0 | 0 |
| ELIOT WILLIAMS MD PHD | |||||||||||||
| 73327 | 113482 | 0 | 0 | 0 | 0 | 18129 | 0 | 90 | 0 | 91546 | 113482 | 0 | 0 |
| JEFFREY GROSSMAN MD | |||||||||||||
| 493435 | 165277 | 40000 | 0 | 9996 | 0 | 49000 | 0 | 9991 | 0 | 602422 | 165277 | 0 | 0 |
| PETER CHRISTMAN | |||||||||||||
| 475603 | 0 | 42533 | 0 | 63647 | 0 | 0 | 0 | 24618 | 0 | 606401 | 0 | 0 | 0 |
| ROBERT FLANNERY | |||||||||||||
| 244269 | 0 | 22946 | 0 | 49896 | 0 | 0 | 0 | 20420 | 0 | 337531 | 0 | 0 | 0 |
| RICHARD WELNICK MD | |||||||||||||
| 183695 | 56440 | 0 | 0 | 0 | 0 | 45924 | 0 | 90 | 0 | 229709 | 56440 | 0 | 0 |
| GEOFFREY S BAER MD PHD | |||||||||||||
| 745745 | 44565 | 0 | 0 | 0 | 0 | 49000 | 0 | 0 | 0 | 794745 | 44565 | 0 | 0 |
| GREGORY K HARTIG MD | |||||||||||||
| 707258 | 64882 | 0 | 0 | 0 | 0 | 49000 | 0 | 0 | 0 | 756258 | 64882 | 0 | 0 |
| MICHAEL M ALTAWEEL MD | |||||||||||||
| 653285 | 72124 | 0 | 0 | 0 | 0 | 49000 | 0 | 3735 | 0 | 706020 | 72124 | 0 | 0 |
| BEN K GRAF MD | |||||||||||||
| 662532 | 64855 | 0 | 0 | 0 | 0 | 49000 | 0 | 0 | 0 | 711532 | 64855 | 0 | 0 |
| KENNETH J NOONAN MD | |||||||||||||
| 664263 | 53698 | 0 | 0 | 0 | 0 | 49000 | 0 | 5000 | 0 | 718263 | 53698 | 0 | 0 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | FORM 990 IS COMPLETED BY THE ORGANIZATION'S EXTERNAL ACCOUNTING FIRM. UPON COMPLETION, THE DIRECTOR OF ACCOUNTING REVIEWS THE RETURN AND WORKPAPERS. ONCE THAT IS COMPLETE, THE RETURN IS THEN FORWARDED TO THE CHIEF FINANCIAL OFFICER FOR REVIEW. AFTER THE CHIEF FINANCIAL OFFICER'S REVIEW, THE RETURN IS FORWARDED TO THE CHIEF OPERATING OFFICER FOR REVIEW. WHEN ALL REVIEWERS HAVE DETERMINED THE FORM 990 IS COMPLETE AND ACCURATE, THE RETURN IS SUBMITTED FOR FILING. | |
| THE COMPLIANCE AND LEGAL DEPARTMENT REVIEWS CONFLICT OF INTEREST FORMS. IF POTENTIAL CONFLICTS ARE FOUND, THERE IS A DISCUSSION BETWEEN LEGAL SERVICES, THE CEO, AND THE INDIVIDUAL. THE COMPLIANCE DEPARTMENT ISSUES QUESTIONNAIRES ANNUALLY AND THERE IS 100% COMPLIANCE IN RESPONDING. IF THERE IS A CONFLICT, THE FIX IS TO RECUSE ONESELF FROM ANY VOTE. IF IT IS A SENSITIVE MATTER, THE FIX IS TO RECUSE ONESELF FROM THE DISCUSSION AND THE VOTE. PLEASE NOTE THAT THE CONFLICT OF INTEREST POLICY PROVIDES A PROCESS FOR BOTH VOLUNTARY AND INVOLUNTARY RECUSAL IN SECTIONS 2.3 AND 2.4, RESPECTIVELY. | FORM 990, PART VI, SECTION B, LINE 12C | |
| A COMPENSATION REVIEW COMMITTEE (CRC) HAS BEEN ESTABLISHED. THE COMMITTEE SHALL CONSIST EXCLUSIVELY OF THE PUBLIC DIRECTORS. THE CRC SHALL ACT IN ACCORDANCE WITH THE FOUNDATION'S COMPENSATION PRINCIPLES AND POLICY. THE COMMITTEE SHALL MAKE FINAL DECISIONS ON SUCH MATTERS AFTER SATISFYING ITSELF THAT THE STANDARDS SET IN THE FOUNDATION'S COMPENSATION PRINCIPLES AND POLICY HAVE BEEN MET. THE COMMITTEE MAY REQUEST ADDITIONAL DATA OR INFORMATION PRIOR TO APPROVING MATTERS WITHIN ITS JURISDICTION. THE CRC SHALL TAKE FINAL ACTION TO APPROVE OR DISAPPROVE ALL FOUNDATION AND DEPARTMENTAL COMPENSATION FORMULAE AND POLICY. THE COMMITTEE IS PROVIDED BENCHMARK DATA FROM THREE SURVEYS THAT ARE WEIGHTED FOR PHYSICIAN COMPENSATION. THIS DATA IS USED TO COMPARE TO CURRENT COMPENSATION. THE DELIBERATIONS ARE CONTEMPORANEOUSLY SUBSTANTIATED. EXECUTIVE COMPENSATION IS BASED ON COMPARATIVE DATA WITH LIKE POSITIONS WITHIN THE MARKET. THE COMPENSATION FOR CEO AND EVP/COO IS PRESENTED TO THE COMPENSATION COMMITTEE ANNUALLY. THIS COMMITTEE IS COMPRISED OF THE UWMF'S PUBLIC BOARD MEMBERS. | FORM 990, PART VI, SECTION B, LINE 15 | |
| THE DOCUMENTS AVAILABLE UPON REQUEST FROM THE CORPORATE OFFICE ARE THE FINANCIAL STATEMENTS, BYLAWS, ARTICLES, CONFLICT OF INTEREST POLICIES, TAX RETURNS, AND FORM 1023. | FORM 990, PART VI, SECTION C, LINE 19 | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | NET UNREALIZED GAINS ON INVESTMENTS: 15,494,621. REVENUE FROM UNCONSOLIDATED ENTITIES 5,135,210. UNREALIZED GAIN (LOSS) ON FINANCIAL INSTRUMENT 62,180. TOTAL TO FORM 990, PART XI, LINE 5: 20,692,011. | FORM 990, PART XI, LINE 5: |
| CHANGES TO THE ORGANIZATION'S OVERSIGHT PROCESS OR SELECTION PROCESS: | THE ORGANIZATION HAS NOT CHANGED ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR. | FORM 990, PART XII, LINE 2C EXPLANATION: |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF WISCONSIN | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1220 LINDEN DRIVE | AddressLine1 |
| City | MADISON | City |
| State | WI | State |
| ZIP Code | 53706 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 396006492 | EIN |
| Primary Activities | EDUCATION | PrimaryActivities |
| Legal Domicile State | WI | LegalDomicileState |
| Exempt Code Section | 115 | ExemptCodeSection |
| Public Charity Status | N/A | PublicCharityStatus |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Controlled Org | 0 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 1 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 1 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 1 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |