Totals
- Total revenue
- $1,943,029
- Total expenses
- $61,748
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $1,943,029
- Investment income
- $0
- Other revenue
- $0
- Total assets, end of year
- $7,807,726
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $7,807,726
- Program services expenses (Part IX)
- $0
- Management and general expenses
- $61,748
- 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.
-
2a · Program service revenue: Partnership Income
total $1,943,029 · related or exempt $1,850,891 · unrelated business $92,138
Functional expenses
Part IX, the statement of functional expenses.
-
24a · Other expenses: Contracted Services
total $61,700 · management and general $61,700
-
24b · Other expenses: Bank Charges
total $48 · management and general $48
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $5,086 · end of year $5,038
-
15 · Other assets
beginning of year $5,859,659 · end of year $7,802,688
-
29 · Capital stock, trust principal or current funds
beginning of year $0 · end of year $0
-
30 · Paid-in or capital surplus, or land, building or equipment fund
beginning of year $0 · end of year $0
-
31 · Retained earnings, endowment or other funds
beginning of year $5,864,745 · end of year $7,807,726
Mission and programs · 2024
Mission
WI Therapies is established as a nonprofit corporation organized to provide alternate site medical and related therapies including a broad array of infusion therapies, parenteral and enteral nutrition therapy and other innovative therapies as appropriate to alternate site patients through a partnership with Chartwell-Midwest Inc., and in connection with such activities, to acquire, retain and administer funds from the same, to be held, invested and used exclusively for the benefit of the University of Wisconsin Hospitals and Clinics.
Activities or mission (Part I)
WI Therapies is established as a nonprofit corporation organized to provide alternate site medical and related therapies including a broad array of infusion therapies, parenteral and enteral nutrition therapy and other innovative therapies as appropriate to alternate site patients through a partnership with Chartwell-Midwest Inc., to be known as Chartwell-Midwest Wisconsin, and in connection with such activities, to acquire, retain and administer funds from the same, to be held, invested and used exclusively for the benefit of the University of Wisconsin Hospitals and Clinics.
-
Administrative services in maintaining partnership interest in home infusion partnership. The partnership provides tertiary home infusion therapy to acutely and chronically ill patients.
Revenue $1,850,891
As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Robert Flannery
Treasurer
- Total calculated
- $2,110,052
- From this org
- $0
- From related orgs
- $1,875,257
- Other
- $234,795
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $963,018 related
- Bonus
- $0 + $412,298 related
- Other
- $0 + $499,941 related
- Deferred
- $0 + $193,585 related
- Nontaxable benefits
- $0 + $41,210 related
- Filer's total
- $0 + $2,110,052 related
-
Kelly Wilson
President & Board Chair
- Total calculated
- $1,791,327
- From this org
- $0
- From related orgs
- $1,600,152
- Other
- $191,175
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $743,180 related
- Bonus
- $0 + $323,279 related
- Other
- $0 + $533,693 related
- Deferred
- $0 + $158,562 related
- Nontaxable benefits
- $0 + $32,613 related
- Filer's total
- $0 + $1,791,327 related
-
Teresa Neely
Vice President
- Total calculated
- $840,508
- From this org
- $0
- From related orgs
- $716,048
- Other
- $124,460
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $538,851 related
- Bonus
- $0 + $169,715 related
- Other
- $0 + $7,482 related
- Deferred
- $0 + $81,910 related
- Nontaxable benefits
- $0 + $42,550 related
- Filer's total
- $0 + $840,508 related
-
Dennis Jolley
Director
- Total calculated
- $499,674
- From this org
- $0
- From related orgs
- $421,227
- Other
- $78,447
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $317,239 related
- Bonus
- $0 + $103,838 related
- Other
- $0 + $150 related
- Deferred
- $0 + $58,860 related
- Nontaxable benefits
- $0 + $19,587 related
- Filer's total
- $0 + $499,674 related
-
David Andes MD
Director
- Total calculated
- $431,067
- From this org
- $0
- From related orgs
- $383,390
- Other
- $47,677
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $383,390 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $47,269 related
- Nontaxable benefits
- $0 + $408 related
- Filer's total
- $0 + $431,067 related
-
Anne Mork
Director
- Total calculated
- $465,052
- From this org
- $0
- From related orgs
- $348,598
- Other
- $116,454
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $254,175 related
- Bonus
- $0 + $80,999 related
- Other
- $0 + $13,424 related
- Deferred
- $0 + $54,000 related
- Nontaxable benefits
- $0 + $62,454 related
- Filer's total
- $0 + $465,052 related
-
Jack Temple
Director
- Total calculated
- $408,999
- From this org
- $0
- From related orgs
- $331,766
- Other
- $77,233
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $269,472 related
- Bonus
- $0 + $60,019 related
- Other
- $0 + $2,275 related
- Deferred
- $0 + $47,478 related
- Nontaxable benefits
- $0 + $29,755 related
- Filer's total
- $0 + $408,999 related
-
Dan Kirschnik
Secretary
- Total calculated
- $299,122
- From this org
- $0
- From related orgs
- $268,710
- Other
- $30,412
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $266,339 related
- Bonus
- $0
- Other
- $0 + $2,371 related
- Deferred
- $0 + $20,529 related
- Nontaxable benefits
- $0 + $9,883 related
- Filer's total
- $0 + $299,122 related
-
Patti Meyer
Assistant Secretary
- Total calculated
- $171,890
- From this org
- $0
- From related orgs
- $147,411
- Other
- $24,479
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $134,829 related
- Bonus
- $0 + $10,710 related
- Other
- $0 + $1,872 related
- Deferred
- $0
- Nontaxable benefits
- $0 + $24,479 related
- Filer's total
- $0 + $171,890 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
- Compensation is paid via a leasing agreement with members of the organization. Executive compensation is based on comparative data with like positions within the market.
- Part I, Line 4b
- Some members of the Board participates in supplemental, non-qualified retirement plans through their employer, which is a related organization to the filing entity. Those individuals participate in a 457(f) plan. In 2024, the following employer contributions were made: - Teresa Neely $55,000 - Kelly Wilson $131,652 - Robert Flannery $149,030 - Anne Mork $27,090 - Dennis Jolley $31,950 - Jack Temple $22,500 In 2024, following distributions were made: - Robert Flannery $488,770 - Kelly Wilson $533,693
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)(3) · Reproductive Endocrinology and Infertility Services · WI · controlled entity
-
501(C)(3) · Research and Innovation · WI · controlled entity
Directly controlled by University of WI Hospitals and Clinics Authority
-
501(c)(3) · Health Care Services and Training · WI · controlled entity
Directly controlled by University of WI Hospital and Clinics Authority
-
501(c)(3) · Regional Parent Corp to manage and direct activities of entities · WI · controlled entity
Directly controlled by University of WI Hospitals and Clinics Authority
-
501(c)(3) · Hospital · IL · controlled entity
Directly controlled by SwedishAmerican Health System Corporation
-
SwedishAmerican Health Foundation
501(c)(3) · Supporting Fundraising for SwedishAmerican Hospital · IL · controlled entity
Directly controlled by SwedishAmerican Hospital
-
SwedishAmerican Realty Corporation
501(c)(2) · Title Holding Company · IL · controlled entity
Directly controlled by SwedishAmerican Health System Corporation
-
SwedishAmerican Hospital Self Insurance Trust
501(c)(3) · Hospital Malpractice Trust · VT · controlled entity
Directly controlled by SwedishAmerican Hospital
-
SwedishAmerican Health System Corporation
501(c)(3) · Parent Corporation to Manage and Direct Activities of Entities · IL · controlled entity
Directly controlled by Regional Division Inc
-
501(c)(3) · Support Organization · WI · controlled entity
Directly controlled by University of WI Hospitals and Clinics Authority
-
University of Wisconsin Medical Foundation
501(c)(3) · Physician Services · WI · controlled entity
Directly controlled by University of WI Hospitals and Clinics Authority
-
University of Wisconsin Hospitals and Clinics Authority
501(c)(3) · Hospital and Clinics · WI
-
501(c)(3) · Accountable Care Organization · WI · controlled entity
Directly controlled by University of WI Hospitals and Clinics Authority
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.
-
Chartwell Wisconsin Enterprises LLC
Related · Parent entity of CMW and CMW-HR · WI · 50% owned · share of income $2,003,559 · share of assets $12,500,426
-
Real Estate · WI
-
Information Technology Services · IL
-
The Featherstone Partnership LP
Ambulatory Surgery Center · IL
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
C · Health Services · IL · controlled entity
-
Quartz Health Benefit Plans Corporation
C · Health Maintenance Organization · WI · controlled entity
-
C · Holding Company · WI · controlled entity
-
C · Insurance · WI · controlled entity
-
Quartz Health Insurance Corporation
C · Health Maintenance Organization · WI · controlled entity
-
C · Holding Company · IL · controlled entity
-
SwedishAmerican Health Management Corp
C · Management Services · IL · controlled entity
-
C · Dialysis Seervices · WI · controlled entity
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 3 April 2026
- IRS schema version
- 2024v5.5
- Source object
- 202610979349300926
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