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Nonprofiteer
← REGIONAL DIVISION INC

Form 990 for tax year 2023

Filed by REGIONAL DIVISION INC.

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.

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

  • Wisconsin Dialysis

    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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