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Nonprofiteer
← MDWISE INC

Form 990 for tax year 2022

Filed by MDWISE INC.

Totals

Total revenue
$1,873,130,560
Total expenses
$1,820,219,621
Contributions and grants received
$0
Grants paid
$434,375
Program services expenses (Part IX)
$1,809,573,765
Management and general expenses
$10,645,856
Fundraising expenses
$0
Program service expenses (Part III)
$1,809,573,765

Program services were 99.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • JESSICA CROMER

    PRESIDENT AND CEO

    Total calculated
    $671,942
    From this org
    $0
    From related orgs
    $554,790
    Other
    $117,152
    Hours/week
    25 + 25 related

    Schedule J breakdown matched by us

    Base
    $0 + $380,157 related
    Bonus
    $0 + $174,633 related
    Other
    $0
    Deferred
    $0 + $92,325 related
    Nontaxable benefits
    $0 + $24,827 related
    Filer's total
    $0 + $671,942 related

  • DAVID E MAZURKIEWICZ

    TREASURER

    Total calculated
    $1,989,988
    From this org
    $0
    From related orgs
    $1,956,528
    Other
    $33,460
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,025,619 related
    Bonus
    $0 + $739,629 related
    Other
    $0 + $191,280 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $33,460 related
    Filer's total
    $0 + $1,989,988 related

  • KATHLEEN KENDALL

    SECRETARY

    Total calculated
    $1,608,644
    From this org
    $0
    From related orgs
    $1,564,624
    Other
    $44,020
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $800,333 related
    Bonus
    $0 + $323,944 related
    Other
    $0 + $440,347 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $44,020 related
    Filer's total
    $0 + $1,608,644 related

  • KEVIN B TOMPKINS

    CHAIRMAN

    Total calculated
    $1,222,083
    From this org
    $0
    From related orgs
    $1,178,342
    Other
    $43,741
    Hours/week
    1 + 48.3 related

    Schedule J breakdown matched by us

    Base
    $0 + $636,233 related
    Bonus
    $0 + $386,284 related
    Other
    $0 + $155,825 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $43,741 related
    Filer's total
    $0 + $1,222,083 related

  • CHERYL DIEHL

    ASSISTANT TREASURER AND CFO

    Total calculated
    $366,176
    From this org
    $0
    From related orgs
    $322,241
    Other
    $43,935
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $273,363 related
    Bonus
    $0 + $48,878 related
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0 + $43,935 related
    Filer's total
    $0 + $366,176 related

  • PATRICIA HEBENSTREIT

    SVP GENERAL COUNSEL

    Total calculated
    $408,055
    From this org
    $0
    From related orgs
    $371,048
    Other
    $37,007
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $305,340 related
    Bonus
    $0 + $56,159 related
    Other
    $0 + $9,549 related
    Deferred
    $0 + $11,520 related
    Nontaxable benefits
    $0 + $25,487 related
    Filer's total
    $0 + $408,055 related

  • TORRIAUN EVERETT

    VP HEALTH PLAN OPERATIONS

    Total calculated
    $229,553
    From this org
    $0
    From related orgs
    $212,855
    Other
    $16,698
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $183,345 related
    Bonus
    $0 + $23,774 related
    Other
    $0 + $5,736 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $16,698 related
    Filer's total
    $0 + $229,553 related

  • TRICIA BRUNTON

    VP FINANCE

    Total calculated
    $167,666
    From this org
    $0
    From related orgs
    $155,635
    Other
    $12,031
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $145,385 related
    Bonus
    $0 + $10,250 related
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0 + $12,031 related
    Filer's total
    $0 + $167,666 related

  • BRITTNEY MULLANEY

    VP HEALTH SERVICES

    Total calculated
    $207,950
    From this org
    $0
    From related orgs
    $179,063
    Other
    $28,887
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $163,574 related
    Bonus
    $0 + $15,489 related
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0 + $28,887 related
    Filer's total
    $0 + $207,950 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 — 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 1A
THE CEO/EXECUTIVE DIRECTOR WAS COMPENSATED BY A RELATED ORGANIZATION, AND THEREFORE NONE OF THE LINE 1 BOXES HAVE BEEN CHECKED. THE CORPORATE CEO, SUBSIDIARY CEOS AND CORPORATE EXECUTIVE & SENIOR VICE-PRESIDENTS IN SOME INSTANCES HAVE RECEIVED TAX INDEMNIFICATION FOR THE FOLLOWING BENEFITS: VEHICLE COSTS, GROUP TERM LIFE INSURANCE, SUPPLEMENTAL NONQUALIFIED RETIREMENT PLANS, AND HEALTH CLUB OR SOCIAL DUES. THESE BENEFITS HAVE BEEN INCLUDED IN TAXABLE COMPENSATION.
PART I, LINE 3
THE CEO/EXECUTIVE DIRECTOR WAS COMPENSATED BY A RELATED ORGANIZATION, AND THEREFORE NONE OF THE LINE 3 BOXES HAVE BEEN CHECKED. THE RELATED ORGANIZATION USED THE FOLLOWING METHODOLOGIES TO ESTABLISH THE COMPENSATION OF THE CEO/EXECUTIVE DIRECTOR OF THE FILING ORGANIZATION: COMPENSATION COMMITTEE, INDEPENDENT COMPENSATION CONSULTANT, FORM 990 OF OTHER ORGANIZATIONS, COMPENSATION SURVEY OR STUDY, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE.
PART I, LINE 4B
MDWISE MAINTAINS TWO SUPPLEMENTAL NONQUALIFIED RETIREMENT PLANS FOR A SELECT GROUP OF MANAGEMENT OR HIGHLY COMPENSATED EMPLOYEES (THE "SERPS"). THE OLD SERP WAS CLOSED TO NEW PARTICIPANTS ON OCTOBER 1, 2006, AND THE NEW SERP BECAME EFFECTIVE AS OF JANUARY 1, 2007. NO EMPLOYEE MAY PARTICIPATE IN BOTH OF THE SERPS. THE OLD SERP IS STRUCTURED AS A DEFINED BENEFIT PLAN THAT ESSENTIALLY REPLACES THE BENEFITS THE PARTICIPANT IS NOT PERMITTED TO RECEIVE UNDER MDWISE'S QUALIFIED RETIREMENT PLAN DUE TO IRS LIMITATIONS APPLICABLE TO QUALIFIED PLANS. THE BENEFIT UNDER THE OLD SERP IS PAYABLE IN EITHER THE FORM OF A LUMP SUM DISTRIBUTION OR IN MONTHLY PAYMENTS EQUAL TO THE ACTUARIAL EQUIVALENT OF THE PARTICIPANT'S ACCRUED BENEFIT. THE BENEFIT IS PAID AT AGE 55, AND IF THE PARTICIPANT REMAINS EMPLOYED, THE BENEFIT IS PAID UPON TERMINATION OF EMPLOYMENT, REDUCED TO TAKE INTO ACCOUNT THE BENEFIT PREVIOUSLY PAID. THE NEW SERP IS STRUCTURED AS A DEFINED CONTRIBUTION PLAN, AND MDWISE CONTRIBUTES 15 PERCENT OF EACH PARTICIPANT'S COMPENSATION TO THE PLAN EACH YEAR FOR ALLOCATION TO THE PARTICIPANT'S ACCOUNT. PARTICIPANTS IN THE NEW SERP BECOME VESTED IN THEIR ACCOUNTS UPON THE EARLIER OF FIVE YEARS OF PARTICIPATION IN THE PLAN OR ATTAINMENT OF AGE 60. PARTICIPANTS IN THE NEW SERP SELF-DIRECT THE INVESTMENT OF THEIR ACCOUNTS AND HAVE THE ACTUAL INVESTMENT RETURN CREDITED OR DEBITED TO THEIR ACCOUNTS. THE BENEFIT UNDER THE NEW SERP IS EQUAL TO THE PARTICIPANT'S ACCOUNT BALANCE, AND THE BENEFIT IS PAID IN A SINGLE SUM WITHIN 60 DAYS OF THE PARTICIPANT'S TERMINATION DATE. BENEFITS UNDER BOTH SERPS ARE PROVIDED ON A TAX-NEUTRAL BASIS. BOTH SERPS ARE DESIGNED TO COMPLY WITH INTERNAL REVENUE CODE SECTIONS 457(F) AND 409A.
PART I, LINE 7
MDWISE'S PARENT COMPANY, MCLAREN HEALTH CARE (MHC), HAS A LEADERSHIP INCENTIVE PROGRAM FOR LEADERS OF THE CORPORATION, SUBSIDIARY EXECUTIVES AND DIRECTORS, MANAGERS AND SUPERVISORS. THE PURPOSE OF THE PLAN IS TO ENHANCE THE ORGANIZATION'S ABILITY TO ACHIEVE ITS GOALS BY PROVIDING TOP OFFICIALS AND THE BOARD OF DIRECTORS WITH A TOOL FOR (A) CLEARLY COMMUNICATING PERFORMANCE ON THE PART OF KEY LEADERS, (B) STIMULATING AND REWARDING SUPERIOR LEVELS OF PERFORMANCE ON THE PART OF KEY LEADERS WHICH WILL ULTIMATELY BENEFIT THE COMMUNITIES MHC SERVES, AND (C) PROTECTING MHC'S ABILITY TO COMPETE WITH OTHER EMPLOYERS FOR HIGH-TALENT LEADERS.

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

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.

Provenance

Return type
form_990
Tax year
2022
Filed
3 August 2023
IRS schema version
2022v5.0
Source object
202322209349301262

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.