Totals
- Total revenue
- $509,792
- Total expenses
- $25,090
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $509,792
- Investment income
- $0
- Other revenue
- $0
- Total assets, end of year
- $698,930,986
- Total liabilities, end of year
- $27,387
- Net assets or fund balances, end of year
- $698,903,599
- Program services expenses (Part IX)
- $0
- Management and general expenses
- $25,090
- 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: Johnson Creek Cancer C
total $391,264 · related or exempt $391,264
-
2b · Program service revenue: JC Affiliation Fees
total $60,000 · related or exempt $60,000
-
2c · Program service revenue: Beloit Cancer Center
total $58,528 · related or exempt $58,528
Functional expenses
Part IX, the statement of functional expenses.
-
11c · Fees: accounting
total $25,080 · management and general $25,080
-
24a · Other expenses: Filing Fees
total $10 · management and general $10
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $1,659,207 · end of year $1,936,515
-
4 · Accounts receivable
beginning of year $10,000 · end of year $30,000
-
13 · Investments: program-related
beginning of year $616,563,665 · end of year $696,964,471
-
17 · Accounts payable and accrued expenses
beginning of year $23,517 · end of year $27,387
-
27 · Net assets without donor restrictions
beginning of year $610,259,674 · end of year $690,174,679
-
28 · Net assets with donor restrictions
beginning of year $7,949,681 · end of year $8,728,920
Mission and programs · 2023
Mission
Furthering the service, instruction, and research mission of the University of Wisconsin School of Medicine and Public Health, University of Wisconsin Hospitals and Clinics Authority, and the University of Wisconsin Medical Foundation.
-
Furthering the service, instruction, and research mission of the UW School of Medical and Public Health, UW Hospitals and Clinics Authority, and UW Medical Foundation (collectively, UW Health) by developing and enhancing relationships with regional physicians, hospitals, and other health care providers, bringing programs and clinical centers for the specialty health care services of UW Health to regional communities, and facilitating communication between the regional health care resources and UW Health.
Revenue $509,792
As filed on the 2023 return.
Listed in Part VII
-
Alan Kaplan
Chair
- Total calculated
- $4,212,016
- From this org
- $0
- From related orgs
- $3,229,029
- Other
- $982,987
- Hours/week
- 2 + 38 related
Schedule J breakdown matched by us
- Base
- $0 + $1,900,400 related
- Bonus
- $0 + $1,085,257 related
- Other
- $0 + $243,372 related
- Deferred
- $0 + $927,300 related
- Nontaxable benefits
- $0 + $55,687 related
- Filer's total
- $0 + $4,212,016 related
-
Elizabeth Bolt
Director (until 09/23)
- Total calculated
- $1,604,339
- From this org
- $0
- From related orgs
- $1,364,369
- Other
- $239,970
- Hours/week
- 2 + 38 related
Schedule J breakdown matched by us
- Base
- $0 + $763,298 related
- Bonus
- $0 + $398,403 related
- Other
- $0 + $202,668 related
- Deferred
- $0 + $210,666 related
- Nontaxable benefits
- $0 + $29,304 related
- Filer's total
- $0 + $1,604,339 related
-
Robert Flannery
VP/Treasurer
- Total calculated
- $1,432,443
- From this org
- $0
- From related orgs
- $1,211,835
- Other
- $220,608
- Hours/week
- 2 + 38 related
Schedule J breakdown matched by us
- Base
- $0 + $871,949 related
- Bonus
- $0 + $333,874 related
- Other
- $0 + $6,012 related
- Deferred
- $0 + $180,863 related
- Nontaxable benefits
- $0 + $39,745 related
- Filer's total
- $0 + $1,432,443 related
-
Robert N Golden MD
Director
- Total calculated
- $1,051,842
- From this org
- $0
- From related orgs
- $984,433
- Other
- $67,409
- Hours/week
- 2 + 38 related
Schedule J breakdown matched by us
- Base
- $0 + $984,433 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $66,000 related
- Nontaxable benefits
- $0 + $1,409 related
- Filer's total
- $0 + $1,051,842 related
-
Patti Hutter
Secretary
- Total calculated
- $674,128
- From this org
- $0
- From related orgs
- $576,774
- Other
- $97,354
- Hours/week
- 2 + 38 related
Schedule J breakdown matched by us
- Base
- $0 + $314,205 related
- Bonus
- $0 + $92,755 related
- Other
- $0 + $169,814 related
- Deferred
- $0 + $57,990 related
- Nontaxable benefits
- $0 + $39,364 related
- Filer's total
- $0 + $674,128 related
-
Katrina Lambrecht
Director (as of 01/24)
- Total calculated
- $0
- Hours/week
- 2 + 38 related
-
Jeffrey Kaney
Director
- Total calculated
- $0
- Hours/week
- 4 + 4 related
-
Daniel Ross
Director
- Total calculated
- $0
- Hours/week
- 4 + 4 related
-
Jeff Hultman
Director
- Total calculated
- $0
- Hours/week
- 4 + 4 related
-
Carey Gehl
President/CEO
- Total calculated
- $1,348,722
- From this org
- $0
- From related orgs
- $1,169,859
- Other
- $178,863
- Hours/week
- 2 + 38 related
Schedule J breakdown matched by us
- Base
- $0 + $642,233 related
- Bonus
- $0 + $241,202 related
- Other
- $0 + $286,424 related
- Deferred
- $0 + $137,568 related
- Nontaxable benefits
- $0 + $41,295 related
- Filer's total
- $0 + $1,348,722 related
-
Patti Meyer
Assistant Secretary
- Total calculated
- $145,095
- From this org
- $0
- From related orgs
- $121,229
- Other
- $23,866
- Hours/week
- 1 + 39 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
- The President/CEO's compensation is discussed and reviewed with the Board in an executive session by the Director of compensation and benefits for UW Hospitals and Clinics (the employer of record). Executive compensation is based on comparative data with like positions within the market.
- Part I, Line 4b
- Several members of the Board participate in supplemental, non-qualified retirement plans through their employers, which are related organizations to the filing entity. Those individuals participate in a 457(f) plan. In 2023, the following employer contributions were made: - Elizabeth Bolt $185,256 - Alan Kaplan $901,890 - Robert Flannery $138,184 - Carey Gehl $112,158 - Patti Hutter $32,580 In 2023, the below distributions were made: - Elizabeth Bolt $185,256 - Carey Gehl $285,741 - Patti Hutter $164,358 - Alan Kaplan $220,000
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 Hospital and Clinics Authority
-
501(c)(3) · Health Care Services and Training · WI · controlled entity
-
501(c)(3) · Supports fundraising for SwedishAmerican Hospital · IL · controlled entity
Directly controlled by SwedishAmerican Hospital
-
SwedishAmerican Health System Corporation
501(c)(3) · Parent Corporation to manage and direct activites of entities · IL · controlled entity
Directly controlled by Regional Division Inc
-
501(c)(3) · Hospital · 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 Realty Corporation
501(c)(2) · Title Holding Company · IL · controlled entity
Directly controlled by SwedishAmerican Health System Corporation
-
501(c)(3) · Support Organization · WI · controlled entity
Directly controlled by University of WI Hospital and Clinics Authority
-
University of Wisconsin Hospital and Clinics Authority
501(c)(3) · Hospital and Clinics · WI
-
University of Wisconsin Medical Foundation
501(c)(3) · Physician Services · WI
Directly controlled by University of WI Hospital and Clinics Authority
-
University of Wisconsin School of Medicine and Public Health
501(c)(3) · School · WI
Directly controlled by University of WI Hospital and Clinics Authority
-
501(c)(3) · Accountable Care Organization · WI · controlled entity
Directly controlled by University of WI Hospital and Clinics Authority
-
501(c)(3) · Infusion Therapy · WI · controlled entity
Directly controlled by University of WI Hospital 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
Parent Entity of CMW and CMW-HR · WI
-
Sixth Street Medical LLC
Real Estate · WI
-
Three Rivers Partners LLC
Information Technology Services · IL
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
Physician's Care Network
C · Health Services · IL · controlled entity
-
Quartz Health Benefit Plans Corporation
C · Health Maintenance Organization · WI · controlled entity
-
Quartz Health Insurance Corporation
C · Health Maintenance Organization · WI · controlled entity
-
Quartz Health Solutions
C · Insurance · WI · controlled entity
-
Quartz Holding Company
C · Holding Company · WI · controlled entity
-
State & Charles Inc
C · Holding Company · IL · controlled entity
-
SwedishAmerican Health Management Corp
C · Management Services · IL · controlled entity
-
C · Dialysis Services · WI · controlled entity
-
Charitable Remainder Unitrusts (5)
T · Trust · IL · controlled entity
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 28 April 2025
- IRS schema version
- 2023v6.0
- Source object
- 202511199349302001
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