Totals
- Total revenue
- $27,728
- Total expenses
- $6,329
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $0
- Investment income
- $27,728
- Other revenue
- $0
- Total assets, end of year
- $2,802,952
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $2,802,952
- Program services expenses (Part IX)
- $0
- Management and general expenses
- $6,329
- 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 $28,343 · excluded $28,343
-
7a · Gross sales of assets other than inventory
securities $194,078
-
7b · Less cost or other basis and sales expenses
securities $194,693
-
7c · Gain or loss
securities -$615
-
7d · Net gain or loss
total -$615 · excluded -$615
Functional expenses
Part IX, the statement of functional expenses.
-
11f · Fees: investment management
total $963 · management and general $963
-
13 · Office expenses
total $5,366 · management and general $5,366
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $579,955 · end of year $1,079,490
-
2 · Savings and temporary cash investments
beginning of year $3,189 · end of year $3,353
-
11 · Investments: publicly traded securities
beginning of year $1,996,724 · end of year $1,568,344
-
14 · Intangible assets
end of year $150,000
-
15 · Other assets
beginning of year $0 · end of year $1,765
-
17 · Accounts payable and accrued expenses
beginning of year $849
-
25 · Other liabilities
beginning of year $1,477,584
-
27 · Net assets without donor restrictions
beginning of year $1,101,435 · end of year $2,802,952
Mission and programs · 2023
Mission
PROVIDING COMPREHENSIVE PREPAID HEALTH SERVICES, OR ARRANGING FOR THE PROVISION OF SUCH SERVICES, FOR THE PEOPLE OF MINNESOTA AND OTHERS AND OTHERWISE SERVING AS A HEALTH MAINTENANCE ORGANIZATION (HMO).
Activities or mission (Part I)
PROVIDE COMPREHENSIVE PREPAID HEALTH SERVICES FOR THE PEOPLE OF MINNESOTA AND OTHERS, SERVING AS A HEALTH MAINTENANCE ORGANIZATION.
-
UCARE COMMUNITY HEALTH PLAN INC. IS A NON-PROFIT SERVICE INSURANCE CORPORATION PROVIDING ACCESS TO COMPREHENSIVE HEALTH SERVICES AND CARE MANAGEMENT PROGRAMS DESIGNED TO IMPROVE THE HEALTH AND HEALTH COVERAGE OF OUR ENROLLED MEMBERS.
As filed on the 2023 return.
Listed in Part VII
-
Hilary Marden-ResnikHILARY MARDEN-RESNIK
PRESIDENT & CEO
- Total calculated
- $1,381,236
- From this org
- $0
- From related orgs
- $1,198,356
- Other
- $182,880
- Hours/week
- 0.1 + 39.9 related
Schedule J breakdown matched by us
- Base
- $0 + $909,162 related
- Bonus
- $0 + $244,065 related
- Other
- $0 + $45,129 related
- Deferred
- $0 + $11,000 related
- Nontaxable benefits
- $0 + $171,880 related
- Filer's total
- $0 + $1,381,236 related
-
Beth MonsrudBETH MONSRUD
SVP, CFO & TREASURER
- Total calculated
- $811,939
- From this org
- $0
- From related orgs
- $713,738
- Other
- $98,201
- Hours/week
- 0.1 + 39.9 related
Schedule J breakdown matched by us
- Base
- $0 + $477,761 related
- Bonus
- $0 + $193,431 related
- Other
- $0 + $42,546 related
- Deferred
- $0 + $8,250 related
- Nontaxable benefits
- $0 + $89,951 related
- Filer's total
- $0 + $811,939 related
-
Daniel SantosDANIEL SANTOS
CHIEF LEGAL OFFICER & SECRETARY
- Total calculated
- $746,084
- From this org
- $0
- From related orgs
- $663,906
- Other
- $82,178
- Hours/week
- 0.1 + 39.9 related
Schedule J breakdown matched by us
- Base
- $0 + $458,828 related
- Bonus
- $0 + $169,974 related
- Other
- $0 + $35,104 related
- Deferred
- $0 + $11,002 related
- Nontaxable benefits
- $0 + $71,176 related
- Filer's total
- $0 + $746,084 related
-
Marie ZimmermanMARIE ZIMMERMAN
EVP & DIRECTOR
- Total calculated
- $472,430
- From this org
- $0
- From related orgs
- $426,273
- Other
- $46,157
- Hours/week
- 0.1 + 39.9 related
Schedule J breakdown matched by us
- Base
- $0 + $384,006 related
- Bonus
- $0 + $42,217 related
- Other
- $0 + $50 related
- Deferred
- $0 + $11,000 related
- Nontaxable benefits
- $0 + $35,157 related
- Filer's total
- $0 + $472,430 related
-
John BatsonJOHN BATSON
CHAIR (THROUGH MAY 2023)
- Total calculated
- $0
- Hours/week
- 0.1
-
Kimberly Deroche MDKIMBERLY DEROCHE MD
DIRECTOR (THROUGH MAY 2023)
- Total calculated
- $0
- Hours/week
- 0.1
-
Rebecca HilleyREBECCA HILLEY
DIRECTOR (THROUGH MAY 2023)
- Total calculated
- $0
- Hours/week
- 0.1
-
Trudi TryslaTRUDI TRYSLA
DIRECTOR (THROUGH MAY 2023)
- Total calculated
- $0
- Hours/week
- 0.1
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
- THE COMPENSATION FOR THE PRESIDENT AND CEO IS DETERMINED BY UCARE MINNESOTA, THE SOLE MEMBER. THE FOLLOWING METHODS ARE USED BY UCARE MINNESOTA WHEN DETERMINING THE PRESIDENT AND CEO'S COMPENSATION: (1) COMPENSATION COMMITTEE (2) INDEPENDENT COMPENSATION CONSULTANT (3) FORM 990 OF OTHER ORGANIZATIONS (4) WRITTEN EMPLOYMENT CONTRACT (5) COMPENSATION SURVEY OR STUDY (6) APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE
- PART I, LINE 4B
- THE FOLLOWING INDIVIDUALS PARTICIPATED IN UCARE MINNESOTA'S 457(F) PLAN IN 2023: CONTRIBUTIONS: HILARY MARDEN-RESNIK - $144,248 BETH MONSRUD - $63,408 DANIEL SANTOS - $58,227 MARIE ZIMMERMAN - $44,211 DISTRIBUTIONS: HILARY MARDEN-RESNIK - $45,079 BETH MONSRUD - $42,496 DANIEL SANTOS - $34,979
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.
-
501(C)(4) · NON-PROFIT SERVICE INSURANCE ORGANIZATION · WI
Directly controlled by UCARE MINNESOTA
-
501(C)(3) · COMMUNITY-DIRECTED INITIATIVE OF UCARE MINNESOTA · MN
Directly controlled by UCARE MINNESOTA
-
501(C)(4) · NON-PROFIT SERVICE INSURANCE ORGANIZATION · IA
Directly controlled by UCARE MINNESOTA
-
501(C)(4) · NON-PROFIT SERVICE INSURANCE ORGANIZATION · KS
Directly controlled by UCARE MINNESOTA
-
501(C)(3) · NOT-FOR-PROFIT HEALTH MAINTENANCE ORGANIZATION · MN
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 14 November 2024
- IRS schema version
- 2023v5.1
- Source object
- 202433199349318928
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