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Nonprofiteer
← INCLUSA INC

Form 990 for tax year 2023

Filed by INCLUSA INC.

This return was superseded by a later amendment. matched by us It is kept because history is preserved rather than replaced.

What the amendment changed

Compared with the latest return for 2023 , filed 29 July 2025. matched by us Only the Part I totals and the names listed in Part VII are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.

Total revenue
$348,000,906 changed to $439,011,900
Total expenses
$356,164,727 changed to $347,317,690
Investment income
$6,554,396 changed to $97,565,390
Total assets, end of year
$108,007,273 changed to $209,516,984
Total liabilities, end of year
$4,220,489 changed to $90,325
Net assets or fund balances, end of year
$103,786,784 changed to $209,426,659
Program services expenses
$335,565,181 changed to $335,049,406
Management and general expenses
$20,599,546 changed to $12,268,284
Program service expenses (Part III)
$335,565,181 changed to $335,049,406

Totals

Total revenue
$348,000,906
Total expenses
$356,164,727
Contributions and grants received
$2,745
Grants paid
$0
Program service revenue
$341,137,570
Investment income
$6,554,396
Other revenue
$306,195
Total assets, end of year
$108,007,273
Total liabilities, end of year
$4,220,489
Net assets or fund balances, end of year
$103,786,784
Program services expenses (Part IX)
$335,565,181
Management and general expenses
$20,599,546
Fundraising expenses
$0
Program service expenses (Part III)
$335,565,181

Program services were 94.2% 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.

  • 1e · Government grants (contributions)

    $2,745

  • 2a · Program service revenue: CAPITATION FEE REVENUE

    total $317,866,627 · related or exempt $317,866,627

  • 2b · Program service revenue: ROOM AND BOARD REIMBURSEMENT

    total $23,270,943 · related or exempt $23,270,943

  • 3 · Investment income

    total $6,215,081 · excluded $6,215,081

  • 6a · Gross rents

    real property $306,195

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $306,195

  • 6d · Net rental income or loss

    total $306,195 · excluded $306,195

  • 7a · Gross sales of assets other than inventory

    other assets $339,315

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

    other assets $0

  • 7c · Gain or loss

    other assets $339,315

  • 7d · Net gain or loss

    total $339,315 · excluded $339,315

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $2,956,685 · program services $2,377,470 · management and general $579,215

  • 7 · Other salaries and wages

    total $28,516,582 · program services $22,930,184 · management and general $5,586,398

  • 8 · Pension plan contributions

    total $1,039,169 · program services $835,596 · management and general $203,573

  • 9 · Other employee benefits

    total $9,731,506 · program services $7,825,104 · management and general $1,906,402

  • 10 · Payroll taxes

    total $2,231,765 · program services $1,771,741 · management and general $460,024

  • 11b · Fees: legal

    total $46,665 · management and general $46,665

  • 11c · Fees: accounting

    total $107,393 · management and general $107,393

  • 11g · Fees: other

    total $2,158,115 · program services $263,323 · management and general $1,894,792

  • 12 · Advertising and promotion

    total $162,437 · program services $2,601 · management and general $159,836

  • 13 · Office expenses

    total $493,652 · program services $332,926 · management and general $160,726

  • 14 · Information technology

    total $1,485,282 · program services $1,361,707 · management and general $123,575

  • 16 · Occupancy

    total $1,139,086 · program services $981,384 · management and general $157,702

  • 17 · Travel

    total $838,197 · program services $764,735 · management and general $73,462

  • 20 · Interest

    total $969 · program services $969

  • 22 · Depreciation, depletion and amortization

    total $1,725,170 · program services $1,038,799 · management and general $686,371

  • 23 · Insurance

    total $422,948 · program services $299,869 · management and general $123,079

  • 24a · Other expenses: CAPITATION PAYOUT

    total $294,668,257 · program services $294,668,257

  • 24e · All other expenses

    total $8,440,849 · program services $110,516 · management and general $8,330,333

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year -$4,956,280 · end of year $840,633

  • 2 · Savings and temporary cash investments

    beginning of year $174,293,382 · end of year $100,224,088

  • 4 · Accounts receivable

    beginning of year $5,262,460 · end of year -$415,579

  • 9 · Prepaid expenses and deferred charges

    beginning of year $1,463,628 · end of year $252,371

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

    $6,878,034

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

    $457,314

  • 10c · Land, buildings and equipment, net

    beginning of year $17,680,931 · end of year $6,420,720

  • 11 · Investments: publicly traded securities

    beginning of year $6,676,642 · end of year $0

  • 15 · Other assets

    beginning of year $6,201,226 · end of year $685,040

  • 17 · Accounts payable and accrued expenses

    beginning of year $75,939,842 · end of year $4,188,325

  • 19 · Deferred revenue

    beginning of year $10,001,040 · end of year $32,164

  • 25 · Other liabilities

    beginning of year $5,621,235 · end of year $0

  • 27 · Net assets without donor restrictions

    beginning of year $115,059,872 · end of year $103,786,784

Mission and programs · 2023

Mission

IN ORDER TO MAXIMIZE HEALTH OUTCOMES, INCLUSA PROACTIVELY PARTNERS WITH OTHERS TO BUILD VIBRANT AND INCLUSIVE COMMUNITIES THAT OFFER PEOPLE DIGNITY, CHOICE, AND CONNECTIONS.

Activities or mission (Part I)

INCLUSA FOUNDATION'S MISSION IS TO ENHANCE THE HEALTH OF WISCONSINITES BY BUILDING DIVERSE AND INCLUSIVE COMMUNITIES WHERE ALL PEOPLE LIVE MORE CONNECTED LIVES THROUGH INNOVATION, PROGRAMS, AND PARTNERSHIPS THAT IMPACT OVERALL HEALTH AND WELL BEING.

  • INCLUSA FOUNDATION, INC. (FKA INCLUSA) PROACTIVELY PARTNERS WITH OTHERS TO BUILD A SHARED VISION OF LONG-TERM CARE THAT OFFERS THE PEOPLE WE SERVE CHOICE, CONNECTIONS, AND DIGNITY; FOSTERING FULL PARTICIPATION IN COMMUNITIES. INCLUSA, INC. PROVIDES MEDICAID MANAGED LONG-TERM CARE SERVICES AND SUPPORT TO APPROXIMATELY 17,000 ELDERS AND PEOPLE WITH PHYSICAL AND INTELLECTUAL/DEVELOPMENTAL DISABILITIES IN WISCONSIN.

    Expenses $335,565,181 · Revenue $341,137,570

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Ken Day

    PRESIDENT

    Total calculated
    $8,800
    From this org
    $8,800
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • Joan Fordham

    VICE PRESIDENT

    Total calculated
    $2,200
    From this org
    $2,200
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • Ron Carney

    SECRETARY/TREASURER

    Total calculated
    $2,200
    From this org
    $2,200
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • Beth Arimond

    DIRECTOR

    Total calculated
    $2,200
    From this org
    $2,200
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • Ken Cornish

    DIRECTOR

    Total calculated
    $2,200
    From this org
    $2,200
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • John Halbeib

    DIRECTOR

    Total calculated
    $2,200
    From this org
    $2,200
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • John Kriesel

    DIRECTOR

    Total calculated
    $2,200
    From this org
    $2,200
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • Karen Lumb

    DIRECTOR

    Total calculated
    $2,200
    From this org
    $2,200
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • Steve McCarthy

    DIRECTOR

    Total calculated
    $2,200
    From this org
    $2,200
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • Gary Ranum

    DIRECTOR

    Total calculated
    $2,200
    From this org
    $2,200
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • Janis Ribbens

    DIRECTOR

    Total calculated
    $2,000
    From this org
    $2,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • Tara Johnson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Mark Hilliker

    CHIEF EXECUTIVE OFFICER

    Total calculated
    $672,403
    From this org
    $615,081
    From related orgs
    $0
    Other
    $57,322
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $386,517
    Bonus
    $225,000
    Other
    $3,564
    Deferred
    $13,200
    Nontaxable benefits
    $44,122
    Filer's total
    $672,403

  • Tim Garrity

    CHIEF INNOVATION OFFICER

    Total calculated
    $416,159
    From this org
    $361,001
    From related orgs
    $0
    Other
    $55,158
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $243,679
    Bonus
    $115,000
    Other
    $2,322
    Deferred
    $13,200
    Nontaxable benefits
    $41,958
    Filer's total
    $416,159

  • Patrick Henneger

    CHIEF LEGAL OFFICER

    Total calculated
    $408,813
    From this org
    $354,936
    From related orgs
    $0
    Other
    $53,877
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $239,126
    Bonus
    $115,000
    Other
    $810
    Deferred
    $13,200
    Nontaxable benefits
    $40,677
    Filer's total
    $408,813

  • Joshua Jandrain

    CHIEF INFORMATION OFFICER

    Total calculated
    $402,479
    From this org
    $343,902
    From related orgs
    $0
    Other
    $58,577
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $228,094
    Bonus
    $115,000
    Other
    $808
    Deferred
    $13,200
    Nontaxable benefits
    $45,377
    Filer's total
    $402,479

  • Janna Duffy

    CHIEF OPERATIONS OFFICER

    Total calculated
    $379,231
    From this org
    $364,675
    From related orgs
    $0
    Other
    $14,556
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $247,433
    Bonus
    $116,000
    Other
    $1,242
    Deferred
    $14,556
    Nontaxable benefits
    $0
    Filer's total
    $379,231

  • Jason Taylor

    CHIEF FINANCIAL OFFICER

    Total calculated
    $376,604
    From this org
    $363,675
    From related orgs
    $0
    Other
    $12,929
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $247,433
    Bonus
    $115,000
    Other
    $1,242
    Deferred
    $12,929
    Nontaxable benefits
    $0
    Filer's total
    $376,604

  • Kristopher Kubnick

    CHIEF COMMUNITY RESOURCES (TERM AUG)

    Total calculated
    $300,997
    From this org
    $254,171
    From related orgs
    $0
    Other
    $46,826
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $163,835
    Bonus
    $10,000
    Other
    $80,336
    Deferred
    $7,205
    Nontaxable benefits
    $39,621
    Filer's total
    $300,997

  • Candise Miller

    FOUNDATION EXECUTIVE DIRECTOR

    Total calculated
    $172,264
    From this org
    $123,427
    From related orgs
    $0
    Other
    $48,837
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $123,338
    Bonus
    $0
    Other
    $89
    Deferred
    $5,288
    Nontaxable benefits
    $43,549
    Filer's total
    $172,264

  • Brian Bradley

    EXECUTIVE DIRECTOR OF OPERATIONS

    Total calculated
    $250,689
    From this org
    $209,068
    From related orgs
    $0
    Other
    $41,621
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $158,361
    Bonus
    $50,500
    Other
    $207
    Deferred
    $8,396
    Nontaxable benefits
    $33,225
    Filer's total
    $250,689

  • Kelly Sample

    EXECUTIVE DIRECTOR OF OPERATIONS

    Total calculated
    $237,183
    From this org
    $188,491
    From related orgs
    $0
    Other
    $48,692
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $138,047
    Bonus
    $50,000
    Other
    $444
    Deferred
    $7,867
    Nontaxable benefits
    $40,825
    Filer's total
    $237,183

  • Kevin Knope

    DIRECTOR OF IT APPLICATIONS & DATA ENGINEERING

    Total calculated
    $211,710
    From this org
    $170,977
    From related orgs
    $0
    Other
    $40,733
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $140,482
    Bonus
    $30,000
    Other
    $495
    Deferred
    $6,949
    Nontaxable benefits
    $33,784
    Filer's total
    $211,710

  • Amy Swanson

    DIRECTOR PROJECT MANAGEMENT & BUSINESS ANALYSIS

    Total calculated
    $200,662
    From this org
    $149,058
    From related orgs
    $0
    Other
    $51,604
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $118,823
    Bonus
    $30,000
    Other
    $235
    Deferred
    $6,427
    Nontaxable benefits
    $45,177
    Filer's total
    $200,662

  • Stacey Wargowsky

    SR. DIRECTOR OF CR/PR AND CARE MANAGEMENT SUPPORT

    Total calculated
    $198,258
    From this org
    $152,372
    From related orgs
    $0
    Other
    $45,886
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $132,086
    Bonus
    $20,000
    Other
    $286
    Deferred
    $6,353
    Nontaxable benefits
    $39,533
    Filer's total
    $198,258

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 · Form 990 of other organizations
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 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

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.

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 corporations and trusts

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

  • ANNOVA INC

    C · (DISOLVED 2023) CONSULTING SERVICES · WI · 100% owned · controlled entity

    Directly controlled by INCLUSA INC

Assets distributed on this return

Schedule N, as filed: what the organization did with its assets when it liquidated or dissolved, or disposed of more than a quarter of them, and who received them. A recipient with an EIN is usually a successor organization; filers also list expenses such as legal fees here.

  • HUMANA INC (XX-XXX7538)

    $44,000,000

    Disposition · SEE SUPPLEMENTAL INFORMATION · Jun 1, 2023 · N/A

Provenance

Return type
form_990
Tax year
2023
Filed
15 November 2024
IRS schema version
2023v5.1
Source object
202433209349302853

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