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Nonprofiteer
← UNIVERSITY HEALTH CARE INC

Form 990 for tax year 2022

Filed by UNIVERSITY HEALTH CARE INC.

Totals

Total revenue
$13,576
Total expenses
$6,627
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$0
Investment income
$13,576
Other revenue
$0
Total assets, end of year
$109,296,337
Total liabilities, end of year
$5,168
Net assets or fund balances, end of year
$109,291,169
Program services expenses (Part IX)
$0
Management and general expenses
$6,627
Fundraising expenses
$0
Program service expenses (Part III)
not reported

Program services were 0.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 3 · Investment income

    total $13,576 · excluded $13,576

Functional expenses

Part IX, the statement of functional expenses.

  • 11c · Fees: accounting

    total $6,384 · management and general $6,384

  • 11g · Fees: other

    total $243 · management and general $243

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $7,256,098 · end of year $4,290,571

  • 13 · Investments: program-related

    beginning of year $105,448,530 · end of year $102,316,679

  • 14 · Intangible assets

    beginning of year $2,689,087 · end of year $2,689,087

  • 17 · Accounts payable and accrued expenses

    beginning of year $91,645 · end of year $5,168

  • 27 · Net assets without donor restrictions

    beginning of year $115,302,070 · end of year $109,291,169

Mission and programs · 2022

Mission

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 the University of Wisconsin Medical Foundation.

Activities or mission (Part I)

The goal of University Health Care, Inc. is to act as holding company for its investment in Quartz Health Insurance.

  • University Health Care, Inc. primarily operates as a holding company for its investment in Quartz Health Insurance.

As filed on the 2022 return.

Listed in Part VII

  • Alan Kaplan MD

    Director

    Total calculated
    $3,879,093
    From this org
    $0
    From related orgs
    $3,107,291
    Other
    $771,802
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,828,660 related
    Bonus
    $0 + $1,145,625 related
    Other
    $0 + $133,006 related
    Deferred
    $0 + $718,865 related
    Nontaxable benefits
    $0 + $52,937 related
    Filer's total
    $0 + $3,879,093 related

  • Bob Flannery

    Vice President/Treasurer/Director

    Total calculated
    $1,334,878
    From this org
    $0
    From related orgs
    $1,139,055
    Other
    $195,823
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $798,143 related
    Bonus
    $0 + $334,560 related
    Other
    $0 + $6,352 related
    Deferred
    $0 + $158,861 related
    Nontaxable benefits
    $0 + $36,962 related
    Filer's total
    $0 + $1,334,878 related

  • Robert N Golden MD

    Director

    Total calculated
    $983,895
    From this org
    $0
    From related orgs
    $921,481
    Other
    $62,414
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $921,481 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $61,000 related
    Nontaxable benefits
    $0 + $1,414 related
    Filer's total
    $0 + $983,895 related

  • Carey Gehl

    President/Director

    Total calculated
    $817,647
    From this org
    $0
    From related orgs
    $644,844
    Other
    $172,803
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $537,828 related
    Bonus
    $0 + $106,605 related
    Other
    $0 + $411 related
    Deferred
    $0 + $112,130 related
    Nontaxable benefits
    $0 + $60,673 related
    Filer's total
    $0 + $817,647 related

  • Kelsie Doty

    Director

    Total calculated
    $392,636
    From this org
    $0
    From related orgs
    $331,511
    Other
    $61,125
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $254,907 related
    Bonus
    $0 + $73,083 related
    Other
    $0 + $3,521 related
    Deferred
    $0 + $46,444 related
    Nontaxable benefits
    $0 + $14,681 related
    Filer's total
    $0 + $392,636 related

  • Kenneth Mount

    Director (until 6/30/22)

    Total calculated
    $290,248
    From this org
    $0
    From related orgs
    $279,525
    Other
    $10,723
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $279,525 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0 + $10,723 related
    Filer's total
    $0 + $290,248 related

  • Patricia Hutter

    Secretary

    Total calculated
    $488,788
    From this org
    $0
    From related orgs
    $399,961
    Other
    $88,827
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $304,606 related
    Bonus
    $0 + $90,074 related
    Other
    $0 + $5,281 related
    Deferred
    $0 + $53,595 related
    Nontaxable benefits
    $0 + $35,232 related
    Filer's total
    $0 + $488,788 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

Part I, Line 3
All wages are paid by the supported organizations which are: University of Wisconsin Hospital and Clinics Authority and University of Wisconsin Medical Foundation. The CEO and VP's compensation is discussed and reviewed with the Board in an executive session by the Director of compensation and benefits for UW Hospitals and Clinics Authority (the employer of record).
Part I, Line 4b
Several members of the Board participate in supplemental, non-qualified retirement plans through their employers, who are "related organizations to the filing entity. Those individuals particpate in a 457(f) plan. In 2022, the following employer contributions were made: - Alan Kaplan $696,600 - Bob Flannery $119,355 - Cary Gehl $89,865 - Patricia Hutter $31,330 - Kelsie Doty $6,938 In 2022, the following employer distributions were made: - Alan Kaplan $110,000

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

Provenance

Return type
form_990
Tax year
2022
Filed
13 November 2023
IRS schema version
2022v5.0
Source object
202303199349307610

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