2011-04-25T12:43:50-04:00 2010-06-30 ERNST & YOUNG US LLP 111 MONUMENT CIRCLE SUITE 2600 INDIANAPOLIS IN 46204 990 2009-07-01 391824445 UNIVERSITY OF WISCONSIN MEDICAL FDN INC UNIV 6088214223 7974 UW Health Court Middleton WI 53562 ROBERT W FLANNERY 2011-04-21 3176817000 2009 2016-02-24 21:20:13Z Jeffrey Grossman MD 600 W Highland Avenue Madison WI 53807 578483444 false X WWW.UWHEALTH.ORG X 1996 WI See Attachment 3 19 6 3786 0 3356600 431 19294896 19510991 507665317 551830051 6520542 4435003 2383854 2611151 535864609 578387196 35876310 38617526 0 0 324933119 333478645 0 0 0 171526451 197174710 532335880 569270881 3528729 9116315 324234912 394299511 165993387 213332234 158241525 180967277 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 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CFO 6088214223 7974 UW HEALTH COURT Middleton WI 53562 Jennifer Alexander 1.0 X 0 0 0 RICHARD PAGE MD 1.0 X 21261 0 5323 JIM BURGESS 1.0 X 0 0 0 ROBERT GOLDEN MD 1.0 X 250573 239726 49090 CHRISTOPHER GREEN MD 1.0 X 126037 116400 31599 THOMAS GRIST 1.0 X 355383 176648 49090 ROGER HAUCK 1.0 X 0 0 0 NIZAR JARJOUR MD 1.0 X 207932 160860 49090 K CRAIG KENT MD 1.0 X 526918 230074 49090 FRED LEE JR MD 1.0 X 465851 102702 49090 PATRICIA LIPTON 1.0 X 0 0 0 DENNIS LUND MD 1.0 X 397293 124280 49090 byron marquez do 1.0 X 134385 44667 13499 STEPHEN NAKADA MD 1.0 X 352542 150924 49090 ELIOT WILLIAMS MD 1.0 X 72384 109133 18186 JEFFREY GROSSMAN 40.0 X X 443218 166121 99624 CAROLINE FRIBANCE 1.0 X X 0 0 0 FREDERICK WENZEL 1.0 X X 0 0 0 RODNEY WELCH 1.0 X 0 0 0 PETER CHRISTMAN 40.0 X 430398 0 22070 ROBERT W FLANNERY 40.0 X 224480 0 17604 RICHARD WELNICK MD 40.0 X 175973 57481 44083 Clifford B Tribus MD 40.0 X 726876 55454 49090 Paul A Anderson MD 40.0 X 760685 67094 49090 Robert J Dempsey MD 40.0 X 720903 129616 49090 Kenneth J Noonan MD 40.0 X 834178 47257 49090 Thomas A Zdeblick MD 40.0 X 822921 136000 49090 8050191 2114437 841068 918 false true false ARUP LABORATORIES PO BOX 259568 MADISON WI 53725 Lab 1037141 MERITER LABORATORIES PO BOX 1647 MADISON WI 53701 Lab 978312 ENVIRONMENT CONTROL INC PO BOX 27964 SALT LAKE CITY UT 84127 Maintenance 776226 DANE COUNTY CYTOLOGY PO BOX 88672 MILWAUKEE WI 53288 Lab 772404 COMPHEALTH INC PO BOX 6250 MADISON WI 53716 Purchase svc locums 373996 25 19510991 19510991 PATIENT SERVICES 621111 351507422 351507422 Premium revenue 900099 166119290 166119290 Other medical services 561000 34203339 31266642 2936697 551830051 3677688 3677688 0 0 1887188 17425 1869763 1869763 -3477 1873240 835638 500 78823 835638 -78323 757315 757315 0 0 0 OTHER NON-OP REV 900099 318008 318008 Admin Support 561110 423380 423380 741388 578387196 548893354 3356600 6626251 38617526 38617526 0 0 0 5303908 3614561 1689347 10606693 10606693 269789665 269789665 7654759 7654759 27521606 27521606 12602014 12602014 45006137 44582757 423380 295097 295097 187376 187376 145685 145685 0 0 0 1791808 1791808 29797036 29797036 4660344 4660344 0 14994539 14994539 0 0 0 1363035 1363035 0 7654532 7654532 1345189 1345189 REIMBURSE OF MED SCHOOL EXP. 74953171 74953171 Miscellaneous 10055643 10055643 Bad debt expense 4849982 4849982 Non operating expenses 75136 75136 569270881 565091825 4179056 0 39144413 69123428 7500000 5000000 48977506 50258020 4414475 4148024 6620832 10109924 167512880 66604547 78836103 100908333 108857034 120943561 0 1328443 29000914 31675421 215230 167716 668405 636641 324234912 394299511 109172551 159272536 44600000 44600000 2101557 754435 10119279 8705263 165993387 213332234 X 158241525 180967277 158241525 180967277 324234912 394299511 X false true true X true true X 8164504 12805545 17749751 19294896 19510991 77525687 442770895 465541185 483064471 505030677 548893354 2445300582 450935399 478346730 500814222 524325573 568404345 2522826269 2522826269 6319351 8049440 8756546 7168362 5543597 35837296 6319351 8049440 8756546 7168362 5543597 35837296 8845 0 0 107778 5079 121702 416052 217606 427298 162554 318008 1541518 457679647 486613776 509998066 531764267 574271029 2560326785 0.98535 0.98560 0.01400 0.01400 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED true false true false false false true 145685 false false false 145685 false false SCHEDULE C, PART II-B, LINE 1F GRANTS TO OTHER ORGANIZATIONS Dues paid to State and Medical Societies of 53k; Purchased services Malroney wages 59k; Wages and Reimbursement for Jon Sender 34k. 5274683 5274683 102661419 24867682 77793737 7857172 3897241 3959932 51719606 37839625 13879981 100908333 0 0 DUE TO MED. SCHOOL DEV. FUND 8308970 DUE TO RESEARCH & DEV. FUND 396293 8705263 578387196 569270881 9116315 -13609437 17425 -13592012 -4475697 591536752 8683430 4926007 13609437 577927315 459881 459881 578387196 568811000 17425 17425 568793575 477306 477306 569270881 Other revenue included on books but not on return Form 990, Schedule D, Part Xii Line 2D $4,926,007 is revenue from unconsolidated entities. Other revenue included on return but not on books Form 990, Schedule D, Part XII Line 4B $423,380 is reclass of Unity/UHC management service revenue; $53,926 is RECLASS OF NONOPERATING REVENUE, and $17,425 is reclass of rent expenses. Other revenue included on books but not on return Form 990, Schedule D, Part XIII Line 2A $17,425 is reclass of rent expenses. Other expenses included on return but not on books Form 990, Schedule D, Part XIII Line 4B $423,380 is reclass of Unity/UHC Management service revenue; $53,926 is reclass of nonoperating revenue. true UW School of Medicine and Public Health 750 Highland Ave Madison WI 53705 396006492 115 25735884 Support functions of the medical school University Health Care Inc 1848 University Ave Madison WI 53708 391446049 501(C)(3) 1810708 SUPPORT FOR CONTRACT MANAGEMENT University of Wisconsin Foundation 1848 University Avenue Madison WI 53708 390743975 501(C)(3) 11070934 RESEARCH SUPPORT 3 0 Form 990, Schedule I Description of Organization's Procedures for Monitoring the Use of Grants Grant schedule for UW School of Medicine is based on a 2 year agreement at a fixed amount. The UW Foundation makes a contriubtion for R&D of 2.5% of professional revenues which is part of our 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 following month. X X false false false false false false false false false Clifford B Tribus MD 726876 55454 0 0 0 0 49000 0 90 0 775966 55454 0 0 Paul A Anderson MD 760685 67094 0 0 0 0 49000 0 90 0 809775 67094 0 0 Robert J Dempsey MD 720903 129616 0 0 0 0 49000 0 90 0 769993 129616 0 0 Kenneth J Noonan MD 834178 47257 0 0 0 0 49000 0 90 0 883268 47257 0 0 Thomas A Zdeblick MD 822921 136000 0 0 0 0 49000 0 90 0 872011 136000 0 0 Stephen N Snow MD MBA 631370 66705 0 0 0 0 49000 0 90 0 680460 66705 0 0 Mustafa K Baskaya MD 691584 49901 0 0 0 0 49000 0 90 0 740674 49901 0 0 Gregory K Hartig MD 699422 52426 0 0 0 0 49000 0 90 0 748512 52426 0 0 WILLIAM BUSSE MD 185482 190904 0 0 0 0 46371 0 59 0 231912 190904 0 0 ROBERT GOLDEN MD 250573 239726 0 0 0 0 49000 0 90 0 299663 239726 0 0 CHRISTOPHER GREEN MD 126037 116400 0 0 0 0 31599 0 0 0 157636 116400 0 0 THOMAS GRIST 355383 176648 0 0 0 0 49000 0 90 0 404473 176648 0 0 NIZAR JARJOUR MD 207932 160860 0 0 0 0 49000 0 90 0 257022 160860 0 0 K CRAIG KENT MD 526918 230074 0 0 0 0 49000 0 90 0 576008 230074 0 0 FRED LEE JR MD 465851 102702 0 0 0 0 49000 0 90 0 514941 102702 0 0 DENNIS LUND MD 397293 124280 0 0 0 0 49000 0 90 0 446383 124280 0 0 byron marquez do 134385 44667 0 0 0 0 13409 0 90 0 147884 44667 0 0 STEPHEN NAKADA MD 352542 150924 0 0 0 0 49000 0 90 0 401632 150924 0 0 ELIOT WILLIAMS MD 72384 109133 0 0 0 0 18096 0 90 0 90570 109133 0 0 JEFFREY GROSSMAN 443218 166121 0 0 0 0 89000 0 10624 0 542842 166121 0 0 PETER CHRISTMAN 430398 0 0 0 0 0 0 0 22070 0 452468 0 0 0 RICHARD WELNICK MD 175973 57481 0 0 0 0 43993 0 90 0 220056 57481 0 0 ROBERT W FLANNERY 224480 0 0 0 0 0 0 0 17604 0 242084 0 0 0 CATHERINE JAMES MD 100692 27791 0 0 0 0 25098 0 90 0 125880 27791 0 0 DANIEL ALBERT MD 1851 155944 0 0 0 0 463 0 41 0 2355 155944 0 0 DOUGLAS COURSIN MD 238660 87989 0 0 0 0 49000 0 90 0 287750 87989 0 0 DOUGLAS LAUBE MD 9893 203019 0 0 0 0 2473 0 90 0 12456 203019 0 0 WAYNE MUSSER MD 279446 45042 0 0 0 0 36750 0 90 0 316286 45042 0 0 GEORGE SAVIELLO MD 371069 110731 0 0 0 0 24500 0 59 0 395628 110731 0 0 JANET KUHLMAN MD 133648 43321 0 0 0 0 33412 0 75 0 167135 43321 0 0 JOHN FREY MD 14484 168777 0 0 0 0 3546 0 90 0 18120 168777 0 0 JOHN HEINER MD 444217 62581 0 0 0 0 49000 0 90 0 493307 62581 0 0 JOHN SCHILLING MD 132265 68262 0 0 0 0 33029 0 90 0 165384 68262 0 0 KATHY ORIEL MD 90487 78764 0 0 0 0 22547 0 90 0 113124 78764 0 0 LAYTON RIKKERS MD 178765 200293 0 0 0 0 29794 0 68 0 208627 200293 0 0 LEE VOGEL MD 86013 89358 0 0 0 0 17143 0 90 0 103246 89358 0 0 MARK REICHELDERFER MD 354303 109674 0 0 0 0 49000 0 90 0 403393 109674 0 0 MICHAEL HART MD 155365 200160 0 0 0 0 38841 0 41 0 194247 200160 0 0 PATRICK TURSKI MD 334335 149456 0 0 0 0 49000 0 90 0 383425 149456 0 0 PHILIP FARRELL MD 48502 189556 0 0 0 0 12005 0 59 0 60566 189556 0 0 RICHARD ROBERTS MD 106548 96189 0 0 0 0 26562 0 90 0 133200 96189 0 0 ROLAND VEGA MD 343287 67130 0 0 0 0 49000 0 90 0 392377 67130 0 0 RUTH BENCA MD 276108 164177 0 0 0 0 49000 0 90 0 325198 164177 0 0 STEFAN ZACHARY MD 381565 56498 0 0 0 0 49000 0 90 0 430655 56498 0 0 SUSAN GOELZER MD 210433 144236 0 0 0 0 49000 0 90 0 259523 144236 0 0 THOMAS ZDEBLICK MD 822921 136000 0 0 0 0 49000 0 90 0 872011 136000 0 0 VENKAT RAO MD 371673 78378 0 0 0 0 49000 0 90 0 420763 78378 0 0 NED KALIN MD 199257 204862 0 0 0 0 49000 0 90 0 248347 204862 0 0 ROBERT DEMPSEY MD 720903 129616 0 0 0 0 49000 0 90 0 769993 129616 0 0 Supplemental Information Form 990, Part III, Line 4D Other Program Services 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. Form 990 , Part VI, Question 11 Description of process used to review the form 990 Form 990 completed by the Director of Financial Accounting after that FINANCIAL REPORTING SUPERVISOR REVIEWS WORKPAPERS. ONCE THAT IS COMPLETE IT IS THEN FORWARDED TO THE CHIEF FINANCIAL OFFICER AFTER THAT REVIEW WAS COMPLETE IT WAS THEN FORWARDED TO THE CHIEF OPERATING OFFICER FOR REVIEW. Form 990, Part VI, Question 12c Description of Process to Monitor Transactions for Conflicts of Interest Compliance and legal department reviews conflict of interest forms. If potential conflicts there is a discussion between legal services, CEO and Individual. Compliance Dept issues questionaires annually and there is 100% compliance in responding. If conflict, the fix is to recuse oneself from any vote. If it is a sensitive matter, then the fix is to recuse 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, Questions 15a & 15b Offices & Positions for Which Process was Used, & Year Process was Begun Compensation review committee (CRC) established. 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. Committee is provided benchmark data from 3 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 UWMF's public Board Members. Form 990, Part VI, Question 19 Avail of Gov Docs, Conflict of Interest Policy, & Fin Stmts to Gen Available upon request from corporate office are Financial Statements, Bylaws, Articles, Conflict of Interest Policies, Tax returns, and Form 1023. University of Wisconsin 1220 Linden Drive Madison WI 53706 396006492 Education WI 115 n/a na false true false false false false false false true true false false false true true true false false