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Nonprofiteer
← UCARE MINNESOTA

Form 990 for tax year 2022

Filed by UCARE MINNESOTA.

Totals

Total revenue
$6,092,510,622
Total expenses
$5,770,597,170
Contributions and grants received
$0
Grants paid
$38,499,750
Program service revenue
$6,075,563,904
Investment income
$16,890,275
Other revenue
$56,443
Total assets, end of year
$1,935,365,755
Total liabilities, end of year
$815,282,534
Net assets or fund balances, end of year
$1,120,083,221
Program services expenses (Part IX)
$5,578,729,327
Management and general expenses
$191,867,843
Fundraising expenses
$0
Program service expenses (Part III)
$5,578,729,327

Program services were 96.7% 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.

  • 2a · Program service revenue: MEDICARE/MEDICAID PAYM

    total $5,673,728,631 · related or exempt $5,673,728,631

  • 2b · Program service revenue: MEDICARE MEMBER PREMIU

    total $165,091,854 · related or exempt $165,091,854

  • 2c · Program service revenue: INDIVIDUAL MEMBER PAYM

    total $141,094,212 · related or exempt $141,094,212

  • 2d · Program service revenue: FEDERAL SUBSIDIZED PRE

    total $95,649,207 · related or exempt $95,649,207

  • 3 · Investment income

    total $25,310,344 · excluded $25,310,344

  • 7a · Gross sales of assets other than inventory

    securities $433,952,503

  • 7b · Less cost or other basis and sales expenses

    securities $442,372,572

  • 7c · Gain or loss

    securities -$8,420,069

  • 7d · Net gain or loss

    total -$8,420,069 · excluded -$8,420,069

  • 11a · Other revenue: MISCELLANEOUS REVENUE

    total $56,443 · excluded $56,443

  • 11e · Other revenue, total

    $56,443

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $38,499,750 · program services $38,499,750

  • 5 · Compensation of officers, directors and key employees

    total $156,060 · management and general $156,060

  • 7 · Other salaries and wages

    total $131,400,109 · program services $104,075,357 · management and general $27,324,752

  • 8 · Pension plan contributions

    total $4,525,633 · program services $3,564,237 · management and general $961,396

  • 9 · Other employee benefits

    total $17,619,620 · program services $13,229,202 · management and general $4,390,418

  • 10 · Payroll taxes

    total $9,935,096 · program services $7,950,358 · management and general $1,984,738

  • 11b · Fees: legal

    total $2,706,065 · management and general $2,706,065

  • 11c · Fees: accounting

    total $668,868 · program services $49,818 · management and general $619,050

  • 11d · Fees: lobbying

    total $205,937 · program services $205,937

  • 11f · Fees: investment management

    total $705,329 · management and general $705,329

  • 11g · Fees: other

    total $5,374,135,350 · program services $5,334,454,676 · management and general $39,680,674

  • 12 · Advertising and promotion

    total $14,539,583 · program services $14,415,427 · management and general $124,156

  • 13 · Office expenses

    total $12,928,669 · program services $3,178,178 · management and general $9,750,491

  • 14 · Information technology

    total $38,929,903 · program services $26,030,258 · management and general $12,899,645

  • 16 · Occupancy

    total $7,444,520 · program services $5,309,780 · management and general $2,134,740

  • 17 · Travel

    total $270,737 · program services $168,587 · management and general $102,150

  • 19 · Conferences, conventions and meetings

    total $386,531 · program services $277,547 · management and general $108,984

  • 20 · Interest

    total $629,944 · management and general $629,944

  • 22 · Depreciation, depletion and amortization

    total $29,746,415 · program services $22,787,260 · management and general $6,959,155

  • 23 · Insurance

    total $1,271,639 · program services $974,140 · management and general $297,499

  • 24a · Other expenses: TAXES & ASSESSMENTS

    total $77,668,040 · management and general $77,668,040

  • 24b · Other expenses: LICENES/FEES/DUES

    total $2,101,073 · program services $1,665,302 · management and general $435,771

  • 24c · Other expenses: OTHER MISCELLANEOUS

    total $2,030,806 · program services $1,893,513 · management and general $137,293

  • 24d · Other expenses: EMPLOYEE RECRUITMENT

    total $1,191,554 · management and general $1,191,554

  • 24e · All other expenses

    total $899,939 · management and general $899,939

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year -$103,336,678 · end of year -$84,936,870

  • 2 · Savings and temporary cash investments

    beginning of year $209,163,746 · end of year $405,403,339

  • 4 · Accounts receivable

    beginning of year $438,735,245 · end of year $494,516,741

  • 7 · Other notes and loans receivable

    beginning of year $26,000,000 · end of year $26,000,000

  • 9 · Prepaid expenses and deferred charges

    beginning of year $7,281,462 · end of year $10,820,333

  • 10a · Land, buildings and equipment: cost or other basis

    $226,844,396

  • 10b · Land, buildings and equipment: accumulated depreciation

    $117,570,475

  • 10c · Land, buildings and equipment, net

    beginning of year $106,872,669 · end of year $109,273,921

  • 13 · Investments: program-related

    beginning of year $929,808,584 · end of year $961,068,557

  • 15 · Other assets

    beginning of year $7,635,427 · end of year $13,219,734

  • 17 · Accounts payable and accrued expenses

    beginning of year $693,206,956 · end of year $745,735,261

  • 19 · Deferred revenue

    beginning of year $38,818,563 · end of year $37,250,213

  • 23 · Secured mortgages and notes payable

    end of year $22,906,568

  • 25 · Other liabilities

    beginning of year $11,213,857 · end of year $9,390,492

  • 27 · Net assets without donor restrictions

    beginning of year $878,921,079 · end of year $1,120,083,221

Mission and programs · 2022

Mission

UCARE WILL IMPROVE THE HEALTH OF OUR MEMBERS THROUGH INNOVATIVE SERVICES AND PARTNERSHIPS ACROSS COMMUNITIES.

Activities or mission (Part I)

TO OPERATE A HEALTH MAINTENANCE ORGANIZATION DEDICATED TO PROMOTING THE HEALTH OF THE COMMUNITY SERVED BY MAKING QUALITY HEALTH CARE AVAILABLE ON AN ECONOMICALLY ADVANTAGEOUS PREPAID BASIS.

  • UCARE ORGANIZES AND OPERATES A HEALTH MAINTENANCE ORGANIZATION (HMO) PROVIDING COORDINATED HEALTH CARE AND COVERAGE FOR APPROXIMATELY 640,000 INDIVIDUALS FROM THE COMMUNITY ENROLLED IN STATE GOVERNMENT PROGRAMS, FEDERAL MEDICARE ADVANTAGE PROGRAMS, DUALLY ELIGIBLE MEDICARE, AND MEDICAID PROGRAMS, AND MNSURE MARKETPLACE PLANS. UCARE'S PROGRAMS PROVIDE SERVICES TO SENIORS, LOW-INCOME FAMILIES, THOSE WITH PHYSICAL DISABILITIES, AND OTHER INDIVIDUALS WHO MAY HAVE CHALLENGES ACCESSING HEALTH CARE. UCARE IS DEDICATED TO PROMOTING THE HEALTH OF THE COMMUNITY IT SERVES AND MAKES QUALITY HEALTH CARE AVAILABLE ON AN ECONOMICALLY ADVANTAGEOUS, PREPAID BASIS TO THAT COMMUNITY. OUR SERVICES ARE GUIDED BY UCARE'S MISSION WHICH IS TO IMPROVE THE HEALTH OF OUR MEMBERS THROUGH INNOVATIVE SERVICES AND PARTNERSHIPS ACROSS COMMUNITIES.THE COVID-19 PANDEMIC CONTINUED TO IMPACT UCARE'S PLANNED QUALITY IMPROVEMENT ACTIVITIES FOR 2022. UCARE WAS ABLE TO SHIFT FOCUS, PRIORITIES, AND RESOURCES TO ADDRESS THE COVID-19 PANDEMIC AND PRESSING NEEDS OF MEMBERS. UCARE CONTINUES TO IDENTIFY OPPORTUNITIES FOR IMPROVEMENT TO DEVELOP INTERVENTIONS TO SUPPORT THE NEEDS OF OUR MEMBERSHIP. OUR STRATEGIES AND INTERVENTIONS HAVE BEEN TAILORED TO REDUCE DISPROPORTIONATE BURDEN OF COVID-19 AMONG DIVERSE POPULATION GROUPS THAT ARE AT INCREASED RISK FOR INFECTION AND SEVERE ILLNESS AS WELL AS WORKING TO ADDRESS HEALTH DISPARITIES AND INEQUITIES RELATED TO COVID-19. THROUGHOUT EACH AREA, UCARE IMPLEMENTED INTERVENTIONS THAT MET THE NEEDS OF OUR CULTURALLY AND ETHNICALLY DIVERSE MEMBERSHIP THAT INCLUDED:- COVID-19 RESPONSE.- STRUCTURAL INTERVENTIONS INCLUDING ACCESSIBILITY AND AVAILABILITY OF PRIMARY CARE, MENTAL HEALTH AND SUBSTANCE USE DISORDER, AND SPECIALTY CARE PROVIDERS; VALUE-BASED CONTRACTING; AND MEDICAL RECORD STANDARDS AND ADVANCE DIRECTIVE AUDITS.- COMMUNITY RESOURCES INCLUDING MEMBER WELLNESS AND SAFETY INITIATIVES; COMMUNITY PARTNERSHIPS, SOCIAL SERVICES REFERRALS.- TAILORED INTERVENTIONS TO SUPPORT NCQA, HEDIS, STAR RATINGS, QUALITY RATING SYSTEM, CAHPS, HOS, MEMBER EXPERIENCE, MEMBER SAFETY, FOCUSED STUDIES, DISEASE MANAGEMENT AND CARE MANAGEMENT PROGRAMS.THE QUALITY MONITORING, PROGRAM INITIATIVES AND SERVICES DEMONSTRATED MANY SIGNIFICANT ACTIVITIES AND OUTCOMES. THE COVID-19 PANDEMIC IN 2021 AND 2022 CAUSED SIGNIFICANT BARRIERS, BOTH TO HOW HEALTH PLANS CALCULATE ACCURATE HEDIS RATES AND ACCESS TO CARE FOR OUR MEMBERS. THE FOLLOWING PERCENTAGES OF MEASURE ELEMENTS WERE ABOVE THE NATIONAL 75TH PERCENTILE FOR EACH PRODUCT: 72.5% OF ESSENTIACARE 68.6% OF UCARE MEDICARE 45.8% OF MNCARE 64.2% OF CONNECT + MEDICARE 54.2% OF M HEALTH FAIRVIEW NORTH MEMORIAL 47.2% OF MSHO 37.5% OF INDIVIDUAL AND FAMILY PLANS 51.4% OF CONNECT 31% OF PMAPALL MEDICARE PLANS THAT QUALIFIED FOR AN INDIVIDUAL STAR RATING THIS YEAR ACHIEVED AT LEAST 4.0 OUT OF 5.0 STARS, WHICH IS CONSIDERED ABOVE AVERAGE IN THIS PROGRAM. UCARE MEDICARE EARNED 5.0 OUT OF 5.0 STARS, WITH ONLY 16% OF PLANS ACHIEVING THIS EXCELLENT RATING FOR 2022.ADDITIONALLY, MSHO ACHIEVED A 4.5 STAR RATING AND CONNECT + MEDICARE ATTAINED 4.0 STARS. ESSENTIACARE RECEIVED ITS FIRST INDIVIDUAL STAR RATING THIS YEAR AT 4.0 OUT OF 5.0 STARS. UCARE'S INDIVIDUAL & FAMILY PLAN PRODUCTS ACHIEVED 4.0 OUT OF 5.0 STARS.IN ADDITION, UCARE MAINTAINED NCQA'S HEALTH PLAN ACCREDITATION FOR UCARE'S FULL LINE OF MEDICARE, PARTNER PRODUCTS, MEDICAID, AND MARKETPLACE PRODUCTS.OVERALL UCARE'S DATA SHOWED IMPROVEMENT IN SEVERAL KEY METRICS; HOWEVER, UCARE CONTINUOUSLY STRIVES TO IMPROVE THE HEALTH OF MEMBERS. UCARE IDENTIFIED KEY FOCUS AREAS THAT SUPPORT QUALITY MEASURE PERFORMANCE ACROSS ALL PRODUCTS WITH A CONTINUED FOCUS ON IMPROVING AT OR ABOVE THE NATIONAL 75TH PERCENTILE AND MAINTAINING OR ACHIEVING HIGH PERFORMANCE IN OUR STAR RATINGS PROGRAM FOR MEDICARE AND INDIVIDUAL AND FAMILY PLANS.UCARE PROVIDED MANY HEALTH PROMOTION, DISEASE MANAGEMENT, CARE MANAGEMENT AND WELLNESS PROGRAMS. THESE EFFORTS NOT ONLY BENEFIT THE HEALTH OF ENROLLEES, BUT POSITIVELY AFFECT THEIR FAMILIES AND LARGER COMMUNITIES. EXAMPLES INCLUDE: DISEASE MANAGEMENT PROGRAMS FOR ASTHMA, DIABETES, CHRONIC KIDNEY DISEASE, AND CONGESTIVE HEART FAILURE; FALLS PREVENTION PROGRAMS TO IMPROVE SAFETY OF SENIORS; MANAGEMENT OF MATERNITY SERVICES (MOMS) PROGRAMS THAT PROVIDE RESOURCES TO ENROLLEES AND PROVIDERS TO IMPROVE PREGNANCY AND POST-PARTUM HEALTH, CAR SEAT DISTRIBUTION, EDUCATION TO PREGNANT WOMEN AND CHILDREN; TOBACCO CESSATION PROGRAMS AND SERVICES TO HELP MEMBERS LIVE NICOTINE FREE, AND DISTRIBUTION OF FREE MATERIALS ON HEALTH EDUCATION AND PROPER USE OF URGENT AND EMERGENCY FACILITIES AT COMMUNITY FORUMS. IN ADDITION, UCARE SUPPORTS MEMBER HEALTH WITH ACCESS TO MANY DIFFERENT FITNESS OPTIONS AS WELL AS DISCOUNTS ON SERVICES THAT ARE HEALTH AND WELLNESS RELATED BUT MAY NOT BE COVERED BY THE MEMBER'S BASIC BENEFIT PLAN, INCLUDING HEALTHY FOOD DISCOUNTS, ALTERNATIVE MEDICINE AND COMMUNITY EDUCATION CLASSES AND OVER-THE-COUNTER MEDICATION ALLOWANCE.UCARE CONDUCTED A VARIETY OF HEALTH-RELATED EDUCATIONAL SESSIONS, TOOLS AND MATERIALS FOR MEMBERS, PROVIDERS, AND THE PUBLIC. IN 2022, UCARE CONDUCTED 81 MEDICARE EDUCATION CLASSES WHICH WERE ATTENDED BY 340 INDIVIDUALS. 33 OF THESE CLASSES WERE IN-PERSON WITH 216 INDIVIDUAL ATTENDEES. 48 WERE WEBINARS, ATTENDED BY 124 INDIVIDUALS.UCARE PARTNERED WITH WELLSHARE INTERNATIONAL TO PROVIDE EDUCATIONAL OPPORTUNITIES FOR DIVERSE POPULATIONS AND WITH THE SOMALI COMMUNITY TO CONDUCT CULTURALLY APPROPRIATE HEALTH EDUCATION CLASSES FOR COMMUNITY FAMILIES, ELDERS AND IMAMS REGARDING PREVENTATIVE CARE AND CHRONIC CONDITION MANAGEMENT. UCARE ALSO PRODUCED NUMEROUS NEWSLETTER ARTICLES EDUCATING BOTH MEMBERS AND PROVIDERS ABOUT VARIOUS TOPICS, INCLUDING DENTAL BENEFITS, CHRONIC CONDITION MANAGEMENT, NEW PROVIDER SEARCH TOOL, MEDICARE COVERAGE UPDATES AND CAREGIVING SUPPORT FOR FAMILIES.IN A TYPICAL YEAR, UCARE PROVIDES HEALTH RELATED SCREENINGS AND SERVICES THAT ARE AVAILABLE AT NO OR LOW COST TO MEMBERS AND THE PUBLIC. UCARE SUPPORTS PROVIDING FREE HEALTH RELATED SCREENINGS, FLU SHOTS, AND HEALTH EDUCATIONAL INFORMATION TO THE GENERAL PUBLIC VIA THE UCARE HEALTHMOBILE (A 37-FOOT RV THAT ALONG WITH HEALTHFAIR 11 AND THE NURSES PROVIDES FREE BASIC HEALTH SCREENINGS INCLUDING BLOOD PRESSURE CHECKS, GLUCOSE AND CHOLESTEROL READINGS AND BODY MASS INDEX (BMI) ASSESSMENTS) AT VARIOUS COMMUNITY EVENTS. DUE TO COVID, WE WERE UNABLE TO PROVIDE THOSE SCREENINGS, BUT WE BEGAN TO ENCOURAGE AND EDUCATE THE COMMUNITY ABOUT THE IMPORTANCE OF THE COVID VACCINE. WE WORKED TO HELP TO SUPPLEMENT COMMUNITY COMMUNICATIONS TO EDUCATE AND ENCOURAGE VACCINATION. WE PROVIDED IN PERSON LOGISTICAL SUPPORT AT OVER 80 COVID VACCINE CLINICS IN 18 MINNESOTA COUNTIES.UCARE PROVIDED USE OF THE UCARE HEALTHMOBILE TO AN AFRICAN AMERICAN COMMUNITY ORGANIZATION TO USE FOR OVER 3 MONTHS AT NO CHARGE TO ENCOURAGE THE BLACK COMMUNITY TO BE VACCINATED.THE HEALTH MOBILE WAS ALSO USED IN FALL OF 2022 TO PROVIDE OVER 1000 FLU SHOT VACCINES IN A DRIVE-UP MODEL. THIS ALLOWED DISABLED PERSONS, SENIORS, AND THOSE WITH ANXIETY A STRESS FREE AND SAFE WAY TO RECEIVE THE VACCINATION.UCARE'S MOBILE DENTAL CLINIC (MDC), OPERATED WITH THE UNIVERSITY OF MINNESOTA'S SCHOOL OF DENTISTRY, OFFERS QUALITY ORAL HEALTH CARE TO UCARE MEMBERS WITH DENTAL ACCESS ISSUES. IN 2022, THE MDC STAFF PERFORMED MORE THAN 1,200 PREVENTIVE AND RESTORATIVE PROCEDURES AT SITES ACROSS MINNESOTA. UCARE TARGETED AREAS OF THE STATE WITH LIMITED DENTAL ACCESS FOR INDIVIDUALS ON STATE PUBLIC PROGRAMS.UCARE HEALTH PLAN EMPLOYEES ALSO DEVOTED TIME TO PARTICIPATE IN COMMUNITY RELATED COLLABORATIONS AND PARTNERSHIPS THAT SUPPORT EFFORTS TO IMPROVE HEALTH CARE QUALITY AND RESEARCH INITIATIVES, ADVANCE PUBLIC HEALTH AND HEALTH CARE ACCESS, AND REDUCE HEALTH CARE DISPARITIES OR SOCIAL DETERMINANTS OF HEALTH, INCLUDING PROJECTS AIMED AT IMPROVING THE CULTURAL COMPETENCE OF HEALTH CARE DELIVERY. EXAMPLES OF ORGANIZATIONS AND COLLABORATIONS WITH WHICH UCARE EMPLOYEES WORKED INCLUDE: MINNESOTA COMMUNITY MEASUREMENT, MN HOMELESS, AND PARENTS IN COMMUNITY ACTION HEAD START, HMONG AMERICAN PARTNERSHIP, MINNESOTA HEALTH LITERACY PARTNERSHIP, MINNESOTA PUBLIC HEALTH ASSOCIATION, AND THE MULTILINGUAL HEALTH RESOURCE EXCHANGE.

    Expenses $5,540,006,497 · Revenue $6,075,563,904

  • IN ADDITION TO UCARE'S BUSINESS OF PROVIDING PUBLIC HEALTH CARE PROGRAM PLANS THAT SEEK TO IMPROVE THE HEALTH OF OUR COMMUNITIES, UCARE'S COMMUNITY BENEFIT EFFORTS GO BEYOND OUR EVERYDAY COMMITMENT TO MEMBERS. THROUGH UCARE'S COMMUNITY BENEFIT PROGRAM, WE REACH OUT TO THE LARGER COMMUNITY BY:- ADDRESSING SOCIAL RISK FACTORS THAT MAY UNDERMINE THE HEALTH OF THE COMMUNITY.- STRENGTHENING THE PROVIDERS THAT SERVE POPULATIONS WITH CHALLENGES ACCESSING CARE.- ENCOURAGING THE WELLNESS OF FAMILIES AND SENIORS IN OUR NEIGHBORHOODS.- SUPPORTING RESEARCH, PROGRAMS, AND ORGANIZATIONS THAT BENEFIT HEALTH CARE QUALITY AND DELIVERY.- SUPPORTING MEDICAL EDUCATION RELATED TO IMPROVING ACCESS TO PRIMARY CARE.THROUGH UCARE'S COMMUNITY BENEFIT PROGRAM, UCARE MAKES FINANCIAL CONTRIBUTIONS TO THE EXTENT FUNDS ARE AVAILABLE FOR GENERAL COMMUNITY BENEFIT. UCARE PROVIDED FUNDS TO THE UNIVERSITY OF MINNESOTA MEDICAL SCHOOL, DEPARTMENT OF FAMILY MEDICINE & COMMUNITY HEALTH (THE DEPARTMENT) WHICH SUPPORTED PURPOSES AND ACTIVITIES OF BOTH ORGANIZATIONS THROUGH MEETING THE PRIMARY CARE NEEDS OF THE COMMUNITY, PARTICULARLY UNDERSERVED INDIVIDUALS AND ADVANCING COMMUNITY MEDICAL EDUCATION. WITH THE SUPPORT OF UCARE FUNDING AND PATIENTS, THE DEPARTMENT ADMINISTERED TEN FAMILY MEDICINE RESIDENCY AND FELLOWSHIP PROGRAMS, AS WELL AS OPERATED FOUR FAMILY MEDICINE RESIDENCY CLINICS THAT TEACH RESIDENTS AND OTHER MEDICAL STUDENTS AND PROVIDE TEAM-BASED CARE IN URBAN AND RURAL UNDERSERVED AREAS OF MINNESOTA. THE FAMILY MEDICINE CLINICS ALSO EDUCATED MEDICAL RESIDENTS ON EVOLVING ALTERNATIVE CARE DELIVERY MODELS, INCLUDING TRANSITION CARE MANAGEMENT, COMPLEX CARE COLLABORATION, CHRONIC PAIN PROTOCOLS, HEALTH CARE HOME CERTIFICATION AND COORDINATION WITH COMMUNITY HEALTH CARE WORKERS. IN ADDITION TO PROVIDING CRITICAL FUNDING TO SUPPORT FAMILY MEDICINE EDUCATION, FACULTY PARTICIPATED IN VARIOUS COMMUNITY OUTREACH EFFORTS INCLUDING AT THE PHILLIPS NEIGHBORHOOD CLINIC, MINNEAPOLIS SCHOOL BASED CLINICS AND NORTHSIDE NEIGHBORHOOD ACHIEVEMENT ZONE. MEDICAL CARE WAS GIVEN FOR THOSE EXPERIENCING HOMELESSNESS INCLUDING AT THE BRIDGE FOR YOUTH AND AT EXODUS HOUSE. UCARE FUNDING WAS ALSO USED TO SUPPORT DEPARTMENT RESEARCH ACTIVITIES FOCUSED ON THE STUDY OF HEALTH DISPARITIES, HEALTH CARE DELIVERY AND POPULATION HEALTH.UCARE PROVIDED FINANCIAL SUPPORT FOR THE UCARE FOUNDATION A COMMUNITY-DIRECTED INITIATIVE OF UCARE. GRANT-MAKING FROM THE FOUNDATION IS FOCUSED ON PROGRAMS AND INITIATIVES THAT IMPROVE THE HEALTH OF UNDERSERVED POPULATIONS IN THE TWIN CITIES AND THROUGHOUT GREATER MINNESOTA WITH INNOVATIVE SERVICES, EDUCATION, COMMUNITY OUTREACH, AND RESEARCH. IN 2022, GRANTS PROVIDED BY THE FOUNDATION USING FUNDS CONTRIBUTED BY UCARE INCLUDED A NUTRITION PROGRAM TO HELP IMPROVE THE LONG-TERM HEALTH AND WELL-BEING OF IMMIGRANT AND REFUGEE WOMEN AND THEIR FAMILIES; COMPANIONSHIP SERVICES AND TRANSPORTATION FOR AGING SENIORS; A PROGRAM TO STANDARDIZE EVIDENCE-BASED PRACTICES TO SUPPORT, STRENGTHEN AND IMPROVE THE WORKFORCE ACROSS THE CONTINUUM OF CARE AND FIGHTING HUNGER BY PROVIDING MEALS ACROSS MINNESOTA TO AREAS THAT NEED IT MOST.UCARE SUPPORTS A MOBILE GROCERY STORE THAT INCREASES ACCESS TO HEALTHY, AFFORDABLE FOOD IN UNDER-RESOURCED AREA AND PROGRAMS THAT PROVIDE VARIOUS SUPPORTS TO AGING SENIORS WHO ARE STRUGGLING TO LIVE INDEPENDENTLY IN THE COMMUNITY AND EXPERIENCING SOCIAL ISOLATION. WE CONTINUED TO DISTRIBUTE THOUSANDS OF HEALTHY MEAL KITS AND SNACKS TO NURSES ON THE FRONT LINE, POLICE AND FIRE DEPARTMENTS AND CHILDCARE FACILITIES.UCARE SUPPORTED 24 FOOD DISTRIBUTION SITES ACROSS OUTSTATE MINNESOTA IN 2022 THROUGH A PARTNERSHIP WITH CATHOLIC CHARITIES. THE EVENTS INCLUDED MOBILE DRIVE THROUGH FOOD SHELVES AND PICK UP OPPORTUNITIES FOR FULL MEALS. WE SERVED 14 COUNTIES AND OVER 4000 PEOPLE.DURING 2022, UCARE ALSO HELPED MANY COMMUNITY ORGANIZATIONS AND PROVIDERS DELIVERING SERVICES, RESEARCH, AND PROGRAMS THAT REACH BEYOND UCARE'S MEMBERSHIP, INCLUDING EFFORTS TO STRENGTHEN THE SOCIAL SAFETY NET FOR AT-RISK FAMILIES AND SENIORS AND ADVANCE EFFORTS TO ADDRESS ISSUES RELATED TO SOCIAL DETERMINANTS OF HEALTH. UCARE PROVIDED SUBSTANTIAL FUNDING TO IMPROVE DENTAL ACCESS IN RURAL AREAS OF ROCHESTER AND DULUTH. GRANTS TO METRO AND RURAL COUNTIES HELPED TO SUPPORT THE DEVELOPMENT AND OPERATION OF VARIOUS MODELS, INITIATIVES, AND PROGRAMS RELATED TO BEHAVIORAL HEALTH, SOCIAL CONNECTEDNESS, SOCIAL DETERMINANTS OF HEALTH AND IMPROVING HEALTH OUTCOMES. OTHER COMMUNITY BASED ORGANIZATION EXAMPLES INCLUDE: THE COURAGE KENNY REHABILITATION INSTITUTE AS THEY MAXIMIZE THE QUALITY OF LIFE FOR PEOPLE OF ALL AGES AND ABILITIES BY DELIVERING COMPREHENSIVE, PERSON-CENTERED REHABILITATION; TWIN CITIES PRIDE WORKS TO ENSURE BASIC EQUAL RIGHTS TO LESBIAN, BISEXUAL, TRANSGENDER AND GAY PEOPLE; NATIONAL ALLIANCE FOR THE MENTALLY ILL, A GRASSROOTS ORGANIZATION DEDICATED TO BUILDING BETTER LIVES FOR THOSE AFFECTED BY MENTAL ILLNESS; AND THE MINNESOTA ACADEMY OF FAMILY PHYSICIANS RESEARCH FORUM WHICH PROVIDES OPPORTUNITIES FOR FAMILY MEDICINE RESEARCHERS TO SHARE INNOVATIONS IN THEIR FIELD.FINALLY, UCARE ALSO ENCOURAGED EMPLOYEES AND THEIR FAMILIES TO VOLUNTEER TIME AND FINANCIAL RESOURCES IN THE COMMUNITY. UCARE PROVIDES ORGANIZATIONAL SUPPORT FOR VOLUNTEER SERVICES TO EDUCATION, SOCIAL SERVICES, AND HEALTH ORGANIZATIONS THAT BUILD CAPACITY IN LOCAL COMMUNITIES TO IMPROVE THE WELFARE OF AT-RISK FAMILIES AND SENIORS. EXAMPLES OF EMPLOYEE VOLUNTEER EFFORTS INCLUDE SUPPORT FOR THE FOLLOWING: ADOPT-A-FAMILY GIFT DRIVE, FOOD DRIVE, SCHOOL SUPPLY DRIVE, MEALS ON WHEELS, FALL RAKE UP AND ANNUAL COMMUNITY GIVING CAMPAIGN.

    Expenses $38,722,830 · Grants $38,499,750

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • James Van Vooren MD

    BOARD CHAIR

    Total calculated
    $11,250
    From this org
    $11,250
    From related orgs
    $0
    Other
    $0
    Hours/week
    0.2 + 0.4 related
  • Patricia Adam MD

    DIRECTOR

    Total calculated
    $304,798
    From this org
    $8,250
    From related orgs
    $229,867
    Other
    $66,681
    Hours/week
    0.2 + 40.4 related

    Schedule J breakdown matched by us

    Base
    $8,250 + $229,631 related
    Bonus
    $0
    Other
    $0 + $236 related
    Deferred
    $0 + $49,560 related
    Nontaxable benefits
    $0 + $17,121 related
    Filer's total
    $8,250 + $296,548 related
  • Tom Dephillips

    DIRECTOR

    Total calculated
    $263,401
    From this org
    $10,250
    From related orgs
    $167,753
    Other
    $85,398
    Hours/week
    0.2 + 40.4 related

    Schedule J breakdown matched by us

    Base
    $10,250 + $167,467 related
    Bonus
    $0
    Other
    $0 + $286 related
    Deferred
    $0 + $57,370 related
    Nontaxable benefits
    $0 + $28,028 related
    Filer's total
    $10,250 + $253,151 related
  • Teresa McCarthy MD

    VICE CHAIR

    Total calculated
    $274,603
    From this org
    $11,250
    From related orgs
    $208,733
    Other
    $54,620
    Hours/week
    0.2 + 40.4 related

    Schedule J breakdown matched by us

    Base
    $11,250 + $208,521 related
    Bonus
    $0
    Other
    $0 + $212 related
    Deferred
    $0 + $19,893 related
    Nontaxable benefits
    $0 + $34,727 related
    Filer's total
    $11,250 + $263,353 related
  • Myron Frans

    DIRECTOR

    Total calculated
    $454,850
    From this org
    $0
    From related orgs
    $392,198
    Other
    $62,652
    Hours/week
    0.2 + 40.4 related

    Schedule J breakdown matched by us

    Base
    $0 + $391,912 related
    Bonus
    $0
    Other
    $0 + $286 related
    Deferred
    $0 + $47,275 related
    Nontaxable benefits
    $0 + $15,377 related
    Filer's total
    $0 + $454,850 related
  • William Roberts MD

    DIRECTOR

    Total calculated
    $240,809
    From this org
    $8,750
    From related orgs
    $153,686
    Other
    $78,373
    Hours/week
    0.2 + 40.4 related

    Schedule J breakdown matched by us

    Base
    $8,750 + $153,554 related
    Bonus
    $0
    Other
    $0 + $132 related
    Deferred
    $0 + $43,396 related
    Nontaxable benefits
    $0 + $34,977 related
    Filer's total
    $8,750 + $232,059 related
  • Michael Wootten MD

    DIRECTOR

    Total calculated
    $218,114
    From this org
    $10,250
    From related orgs
    $165,931
    Other
    $41,933
    Hours/week
    0.2 + 40.4 related

    Schedule J breakdown matched by us

    Base
    $10,250 + $165,778 related
    Bonus
    $0
    Other
    $0 + $153 related
    Deferred
    $0 + $14,381 related
    Nontaxable benefits
    $0 + $27,552 related
    Filer's total
    $10,250 + $207,864 related
  • James Pacala MD

    DIRECTOR

    Total calculated
    $486,836
    From this org
    $11,500
    From related orgs
    $412,624
    Other
    $62,712
    Hours/week
    0.2 + 40.4 related

    Schedule J breakdown matched by us

    Base
    $11,500 + $412,338 related
    Bonus
    $0
    Other
    $0 + $286 related
    Deferred
    $0 + $36,468 related
    Nontaxable benefits
    $0 + $26,244 related
    Filer's total
    $11,500 + $475,336 related
  • P Jay Kiedrowski

    DIRECTOR

    Total calculated
    $12,000
    From this org
    $12,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    0.1 + 0.2 related
  • John Gross

    DIRECTOR (THRU 8/31/22)

    Total calculated
    $8,000
    From this org
    $8,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    0.1 + 0.2 related
  • Patricia Nelson

    DIRECTOR

    Total calculated
    $12,000
    From this org
    $12,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    0.1 + 0.2 related
  • Charity Bennett

    DIRECTOR

    Total calculated
    $12,560
    From this org
    $12,560
    From related orgs
    $0
    Other
    $0
    Hours/week
    0.1 + 0.2 related
  • Jeff Bangsberg

    DIRECTOR

    Total calculated
    $9,500
    From this org
    $9,500
    From related orgs
    $0
    Other
    $0
    Hours/week
    0.1 + 0.2 related
  • Robert Riskin

    DIRECTOR

    Total calculated
    $13,250
    From this org
    $13,250
    From related orgs
    $0
    Other
    $0
    Hours/week
    0.1 + 0.2 related
  • Allison O'Toole

    DIRECTOR

    Total calculated
    $12,500
    From this org
    $12,500
    From related orgs
    $0
    Other
    $0
    Hours/week
    0.1 + 0.2 related
  • Mariam Mohamed

    DIRECTOR (EFFECTIVE 8/31/22)

    Total calculated
    $4,750
    From this org
    $4,750
    From related orgs
    $0
    Other
    $0
    Hours/week
    0.1 + 0.2 related
  • Hilary Marden-Resnik

    PRESIDENT & CEO

    Total calculated
    $1,162,909
    From this org
    $997,449
    From related orgs
    $0
    Other
    $165,460
    Hours/week
    40 + 0.2 related

    Schedule J breakdown matched by us

    Base
    $829,358
    Bonus
    $109,921
    Other
    $58,170
    Deferred
    $11,000
    Nontaxable benefits
    $154,460
    Filer's total
    $1,162,909
  • Beth Monsrud

    SVP, CFO & TREASURER

    Total calculated
    $695,311
    From this org
    $601,270
    From related orgs
    $0
    Other
    $94,041
    Hours/week
    40 + 0.2 related

    Schedule J breakdown matched by us

    Base
    $453,882
    Bonus
    $86,121
    Other
    $61,267
    Deferred
    $8,250
    Nontaxable benefits
    $85,791
    Filer's total
    $695,311
  • Daniel Santos

    CHIEF LEGAL OFFICER & SECRETARY

    Total calculated
    $653,012
    From this org
    $576,434
    From related orgs
    $0
    Other
    $76,578
    Hours/week
    40 + 0.2 related

    Schedule J breakdown matched by us

    Base
    $428,076
    Bonus
    $77,738
    Other
    $70,620
    Deferred
    $11,000
    Nontaxable benefits
    $65,578
    Filer's total
    $653,012
  • Ghitiann Worcester

    EVP, CHIEF MARKETING OFFICER

    Total calculated
    $689,936
    From this org
    $610,456
    From related orgs
    $0
    Other
    $79,480
    Hours/week
    40 + 0.2 related

    Schedule J breakdown matched by us

    Base
    $457,768
    Bonus
    $83,774
    Other
    $68,914
    Deferred
    $11,000
    Nontaxable benefits
    $68,480
    Filer's total
    $689,936
  • Patricia Schmitt

    EVP, ORG HR & ORG EFFECTIVENESS

    Total calculated
    $524,701
    From this org
    $453,566
    From related orgs
    $0
    Other
    $71,135
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $387,035
    Bonus
    $56,323
    Other
    $10,208
    Deferred
    $8,476
    Nontaxable benefits
    $62,659
    Filer's total
    $524,701
  • Darin McDonald

    EVP, CHIEF INFORMATION OFFICER

    Total calculated
    $509,067
    From this org
    $437,713
    From related orgs
    $0
    Other
    $71,354
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $394,488
    Bonus
    $44,058
    Other
    -$833
    Deferred
    $11,000
    Nontaxable benefits
    $60,354
    Filer's total
    $509,067
  • Tenbit Emiru Evp Chief

    MEDICAL OFFICER (EFFECTIVE 8/22/22)

    Total calculated
    $201,299
    From this org
    $157,896
    From related orgs
    $0
    Other
    $43,403
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $159,650
    Bonus
    $0
    Other
    -$1,754
    Deferred
    $8,250
    Nontaxable benefits
    $35,153
    Filer's total
    $201,299
  • Julia Joseph-De Caprio Evp

    CHIEF MEDICAL OFFICER (THRU 6/3/22)

    Total calculated
    $386,441
    From this org
    $350,303
    From related orgs
    $0
    Other
    $36,138
    Hours/week
    40 + 0.2 related

    Schedule J breakdown matched by us

    Base
    $191,820
    Bonus
    $82,265
    Other
    $76,218
    Deferred
    $10,963
    Nontaxable benefits
    $25,175
    Filer's total
    $386,441
  • Jamie Carsello

    VP, CHIEF INFORMATICS OFFICER

    Total calculated
    $457,375
    From this org
    $414,060
    From related orgs
    $0
    Other
    $43,315
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $344,959
    Bonus
    $56,423
    Other
    $12,678
    Deferred
    $10,968
    Nontaxable benefits
    $32,347
    Filer's total
    $457,375
  • Catherine Vonrueden

    VP, PROVIDER RELATIONS & CONTRACTING

    Total calculated
    $399,833
    From this org
    $356,449
    From related orgs
    $0
    Other
    $43,384
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $291,680
    Bonus
    $49,921
    Other
    $14,848
    Deferred
    $11,000
    Nontaxable benefits
    $32,384
    Filer's total
    $399,833
  • Margaret Lindberg

    VP, MARKETING & PRODUCT MANAGEMENT

    Total calculated
    $403,407
    From this org
    $353,240
    From related orgs
    $0
    Other
    $50,167
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $255,755
    Bonus
    $85,831
    Other
    $11,654
    Deferred
    $9,718
    Nontaxable benefits
    $40,449
    Filer's total
    $403,407
  • Patricia Ball

    VP, BUSINESS TRANSFORMATION

    Total calculated
    $401,231
    From this org
    $351,399
    From related orgs
    $0
    Other
    $49,832
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $282,287
    Bonus
    $62,263
    Other
    $6,849
    Deferred
    $11,000
    Nontaxable benefits
    $38,832
    Filer's total
    $401,231
  • C Scott Kammeer

    ASSOCIATE MEDICAL DIRECTOR

    Total calculated
    $372,503
    From this org
    $347,917
    From related orgs
    $0
    Other
    $24,586
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $316,371
    Bonus
    $32,322
    Other
    -$776
    Deferred
    $10,108
    Nontaxable benefits
    $14,478
    Filer's total
    $372,503
  • Mark Traynor

    FORMER CEO

    Total calculated
    $802,077
    From this org
    $799,197
    From related orgs
    $0
    Other
    $2,880
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $417,391
    Bonus
    $219,843
    Other
    $161,963
    Deferred
    $0
    Nontaxable benefits
    $2,880
    Filer's total
    $802,077

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

  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Form 990 of other organizations
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 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 4B
THE FOLLOWING INDIVIDUALS PARTICIPATED IN THE ORGANIZATION'S 457(F) PLAN IN 2022: CONTRIBUTIONS: HILARY MARDEN-RESNIK - $126,828 BETH MONSRUD - $59,247 GHITIANN WORCESTER - $57,682 JULIA JOSEPH-DI CAPRIO - $13,891 DANIEL SANTOS - $54,053 PATRICIA BALL - $13,681 JAMES CARSELLO - $16,709 PATRICIA SCHMITT - $43,778 MARGARET LINDBERG - $14,404 CATHLENE VONRUEDEN - $14,635 DARIN MCDONALD - $43,736 TENBIT EMIRU - $29,120 SCOTT KAMMER - $4,875 DISTRIBUTIONS: MARK W TRAYNOR - $161,963 HILARY MARDEN-RESNIK - $65,678 BETH MONSRUD - $68,415 GHITIANN WORCESTER - $66,110 JULIA JOSEPH-DI CAPRIO - $73,014 DANIEL SANTOS - $71,380 PATRICIA BALL - $13,937 JAMES CARSELLO - $17,336 PATRICIA SCHMITT - $15,007 MARGARET LINDBERG - $17,553 CATHLENE VONRUEDEN - $18,708

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

  • UCARE FOUNDATION

    $28,000,000

    REPLENISHMENT OF FOUNDATION FUNDS.

  • UCARE IOWA

    $5,500,000

    EQUITY CONTRIBUTION

  • GRANT WILL BE USED TO PREPARE MEDICAID MEMBERS FOR THE RESUMPTION OF ELIGIBILITY REDETERMINATIONS AT THE END OF THE PUBLIC HEALTH EMERGENCY, AS WELL AS SUPPORT MEDICAID MEMBERS WITH THE REDETERMINATION PROCESS WHEN THEY ARE DUE TO RENEW.

  • SUPPORT PROACTIVE COMMUNICATION AND TARGETED OUTREACH TO RETAIN MEDICAID MEMBERS AFTER THE CONCLUSION OF THE PUBLIC HEALTH EMERGENCY.

  • SUPPORT DISTRIBUTION OF CULTURALLY CONNECTED FRESH PREPARED MEALS BY STOCKING SHELVES OF FOOD PARTNER PANTRIES AND PROVIDING MORE THAN 25,000 PREPARED MEALS WEEKLY.

  • CHILDREN'S HEALTH NETWORK

    $200,000

    FUNDING TO SUPPORT OUR NETWORK OF PRIMARY CARE CLINICS IN CONDUCTING ACTIVITIES THAT WILL HELP FAMILIES NAVIGATE THE UNWINDING OF THE PUBLIC HEALTH EMERGENCY.

  • FUNDING WILL ALLOW US TO HIRE ADDITIONAL STAFFING TO SERVE AS PROGRAM LIAISONS, BOLSTER OUR IT PLATFORM CAPABILITIES FOR CUSTOMER IDENTIFICATION AND NOTIFICATION OPPORTUNITIES, AND EXPAND THE EDUCATION OF CURRENT TEAM MEMBERS TO BECOME CERTIFIED MNSURE NAVIGATORS.

  • PREPARE MEDICAID MEMBERS FOR THE RESUMPTION OF ELIGIBILITY REDETERMINATIONS AT THE END OF THE PUBLIC HEALTH EMERGENCY, AS WELL AS SUPPORTING MEDICAID MEMBERS WITH THE REDETERMINATION PROCESS WHEN THEY ARE DUE TO RENEW.

  • ENSURE ELIGIBLE PATIENTS MAINTAIN THEIR HEALTH COVERAGE. SUPPORT THE CONTACT INFORMATION AND RENEWAL PHASES THROUGH CLINIC OPERATIONS, COMMUNICATIONS AND OUR COMMUNITY OUTREACH STRATEGIES.

  • EXPAND SERVICES TO STATE PUBLIC PROGRAM ENROLLEES IN THE TWIN CITIES BY INCREASING CLINIC CAPACITY, ADDING DENTAL STAFF AND GROWING MOBILE OUTREACH TO PRESCHOOL AND SCHOOL-AGED CHILDREN.

The 10 largest by cash amount. The API serves every itemized grant.

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.

  • UCARE HEALTH INC

    501(C)(4) · NON-PROFIT SERVICE INSURANCE ORGANIZATION · WI · controlled entity

    Directly controlled by UCARE MINNESOTA

  • U OF MN SCHOOLDEPT OF FAMILY MEDICINE & COMMUNITY HEALTH

    MEDICAL EDUCATION · MN

    Directly controlled by UNIVERSITY OF MINNESOTA

  • UCARE FOUNDATION

    501(C)(3) · COMMUNITY-DIRECTED INITIATIVE · MN · controlled entity

    Directly controlled by UCARE MINNESOTA

  • UCARE IOWA

    501(C)(4) · NON-PROFIT SERVICE INSURANCE ORGANIZATION · IA · controlled entity

    Directly controlled by UCARE MINNESOTA

Provenance

Return type
form_990
Tax year
2022
Filed
18 October 2023
IRS schema version
2022v5.0
Source object
202333049349302903

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.