Form 990 for tax year 2023
Filed by UNIVERSITY OF WISCONSIN MEDICAL FOUNDATION INC.
Totals
- Total revenue
- $1,439,944,668
- Total expenses
- $1,411,533,808
- Contributions and grants received
- $361,676,326
- Grants paid
- $56,542,758
- Program services expenses (Part IX)
- $1,386,175,848
- Management and general expenses
- $25,357,960
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $1,386,175,848
Program services were 98.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
Alan Kaplan MD
Chairman of the Board
- Total calculated
- $4,212,016
- From this org
- $0
- From related orgs
- $3,229,029
- Other
- $982,987
- Hours/week
- 1 + 39 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
-
Petros Anagnostopoulos MD
Director
- Total calculated
- $1,560,203
- From this org
- $1,492,775
- From related orgs
- $0
- Other
- $67,428
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $1,492,775
- Bonus
- $0
- Other
- $0
- Deferred
- $66,000
- Nontaxable benefits
- $1,428
- Filer's total
- $1,560,203
-
Rebecca Minter MD
Director
- Total calculated
- $1,181,758
- From this org
- $1,114,330
- From related orgs
- $0
- Other
- $67,428
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $1,114,330
- Bonus
- $0
- Other
- $0
- Deferred
- $66,000
- Nontaxable benefits
- $1,428
- Filer's total
- $1,181,758
-
Stephen Nakada MD
Director
- Total calculated
- $1,173,936
- From this org
- $1,156,008
- From related orgs
- $0
- Other
- $17,928
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $1,156,008
- Bonus
- $0
- Other
- $0
- Deferred
- $16,500
- Nontaxable benefits
- $1,428
- Filer's total
- $1,173,936
-
Kelly McQueen MD
Director
- Total calculated
- $729,106
- From this org
- $663,051
- From related orgs
- $0
- Other
- $66,055
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $663,051
- Bonus
- $0
- Other
- $0
- Deferred
- $66,000
- Nontaxable benefits
- $55
- Filer's total
- $729,106
-
Lynn Schnapp MD
Director
- Total calculated
- $715,618
- From this org
- $681,618
- From related orgs
- $0
- Other
- $34,000
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $681,618
- Bonus
- $0
- Other
- $0
- Deferred
- $33,000
- Nontaxable benefits
- $1,000
- Filer's total
- $715,618
-
Elizabeth Trowbridge MD
Director
- Total calculated
- $481,107
- From this org
- $428,392
- From related orgs
- $0
- Other
- $52,715
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $424,155
- Bonus
- $673
- Other
- $3,564
- Deferred
- $51,680
- Nontaxable benefits
- $1,035
- Filer's total
- $481,107
-
Sarah McAchran MD
Director
- Total calculated
- $461,004
- From this org
- $394,949
- From related orgs
- $0
- Other
- $66,055
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $394,949
- Bonus
- $0
- Other
- $0
- Deferred
- $66,000
- Nontaxable benefits
- $55
- Filer's total
- $461,004
-
Kelsie Doty
CAO
- Total calculated
- $448,957
- From this org
- $381,038
- From related orgs
- $0
- Other
- $67,919
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $266,535
- Bonus
- $69,246
- Other
- $45,257
- Deferred
- $52,028
- Nontaxable benefits
- $15,891
- Filer's total
- $448,957
-
Jamie Hess MD
President
- Total calculated
- $359,097
- From this org
- $299,834
- From related orgs
- $0
- Other
- $59,263
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $299,834
- Bonus
- $0
- Other
- $0
- Deferred
- $59,208
- Nontaxable benefits
- $55
- Filer's total
- $359,097
-
Sandra Kamnetz MD
Director
- Total calculated
- $187,355
- From this org
- $161,991
- From related orgs
- $0
- Other
- $25,364
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $161,991
- Bonus
- $0
- Other
- $0
- Deferred
- $25,328
- Nontaxable benefits
- $36
- Filer's total
- $187,355
-
Ronald Anderson
Director
- Total calculated
- $0
- Hours/week
- 1
-
Deb Archer
Director
- Total calculated
- $0
- Hours/week
- 1
-
George Kamperschroer
Director
- Total calculated
- $0
- Hours/week
- 1
-
Pablo Sanchez
Director
- Total calculated
- $0
- Hours/week
- 1
-
Kelly Wilson
Secretary
- Total calculated
- $1,208,864
- From this org
- $0
- From related orgs
- $1,026,186
- Other
- $182,678
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $692,752 related
- Bonus
- $0 + $267,409 related
- Other
- $0 + $66,025 related
- Deferred
- $0 + $149,754 related
- Nontaxable benefits
- $0 + $32,924 related
- Filer's total
- $0 + $1,208,864 related
-
Jodi Vitello
Treasurer
- Total calculated
- $726,601
- From this org
- $0
- From related orgs
- $627,188
- Other
- $99,413
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $359,403 related
- Bonus
- $0 + $94,860 related
- Other
- $0 + $172,925 related
- Deferred
- $0 + $61,630 related
- Nontaxable benefits
- $0 + $37,783 related
- Filer's total
- $0 + $726,601 related
-
Patti Meyer
Assistant Secretary
- Total calculated
- $145,095
- From this org
- $121,229
- From related orgs
- $0
- Other
- $23,866
- Hours/week
- 1 + 39 related
-
Patti Hutter
Assistant Secretary
- Total calculated
- $674,128
- From this org
- $576,774
- From related orgs
- $0
- Other
- $97,354
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $314,205
- Bonus
- $92,755
- Other
- $169,814
- Deferred
- $57,990
- Nontaxable benefits
- $39,364
- Filer's total
- $674,128
-
Mary Link
Assistant Secretary
- Total calculated
- $679,543
- From this org
- $579,791
- From related orgs
- $0
- Other
- $99,752
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $312,975
- Bonus
- $92,755
- Other
- $174,061
- Deferred
- $57,990
- Nontaxable benefits
- $41,762
- Filer's total
- $679,543
-
Peter Newcomer
Medical Director
- Total calculated
- $1,588,046
- From this org
- $1,321,808
- From related orgs
- $0
- Other
- $266,238
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $973,689
- Bonus
- $348,119
- Other
- $0
- Deferred
- $264,810
- Nontaxable benefits
- $1,428
- Filer's total
- $1,588,046
-
Mustafa Baskaya
Physician
- Total calculated
- $1,661,586
- From this org
- $1,595,531
- From related orgs
- $0
- Other
- $66,055
- Hours/week
- 39 + 1 related
Schedule J breakdown matched by us
- Base
- $1,595,531
- Bonus
- $0
- Other
- $0
- Deferred
- $66,000
- Nontaxable benefits
- $55
- Filer's total
- $1,661,586
-
Katherine Gast
Physician
- Total calculated
- $1,541,789
- From this org
- $1,475,734
- From related orgs
- $0
- Other
- $66,055
- Hours/week
- 39 + 1 related
Schedule J breakdown matched by us
- Base
- $1,475,734
- Bonus
- $0
- Other
- $0
- Deferred
- $66,000
- Nontaxable benefits
- $55
- Filer's total
- $1,541,789
-
Geoffrey Baer
Physician
- Total calculated
- $1,452,109
- From this org
- $1,386,054
- From related orgs
- $0
- Other
- $66,055
- Hours/week
- 39 + 1 related
Schedule J breakdown matched by us
- Base
- $1,386,054
- Bonus
- $0
- Other
- $0
- Deferred
- $66,000
- Nontaxable benefits
- $55
- Filer's total
- $1,452,109
-
Azam Ahmed
Physician
- Total calculated
- $1,401,124
- From this org
- $1,334,569
- From related orgs
- $0
- Other
- $66,555
- Hours/week
- 39 + 1 related
Schedule J breakdown matched by us
- Base
- $1,334,569
- Bonus
- $0
- Other
- $0
- Deferred
- $66,000
- Nontaxable benefits
- $555
- Filer's total
- $1,401,124
-
Robert Dempsey
Physician
- Total calculated
- $1,323,318
- From this org
- $1,257,293
- From related orgs
- $0
- Other
- $66,025
- Hours/week
- 39 + 1 related
Schedule J breakdown matched by us
- Base
- $1,257,293
- Bonus
- $0
- Other
- $0
- Deferred
- $66,000
- Nontaxable benefits
- $25
- Filer's total
- $1,323,318
-
Robert Flannery
Former CAO
- Total calculated
- $1,432,443
- From this org
- $1,211,835
- From related orgs
- $0
- Other
- $220,608
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $871,949
- Bonus
- $333,874
- Other
- $6,012
- Deferred
- $180,863
- Nontaxable benefits
- $39,745
- Filer's total
- $1,432,443
-
Nizar Jarjour
Former President
- Total calculated
- $558,293
- From this org
- $496,362
- From related orgs
- $0
- Other
- $61,931
- Hours/week
- 39 + 1 related
Schedule J breakdown matched by us
- Base
- $496,362
- Bonus
- $0
- Other
- $0
- Deferred
- $61,895
- Nontaxable benefits
- $36
- Filer's total
- $558,293
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
- 3 · Compensation committee
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
- 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 4b
- Several members of the board participate in supplemental, non-qualified retirement plans through University of Wisconsin Medical Foundation, or related organizations. Those individuals participate in a 457(f) plan. In 2023, the following employer contributions were made: - Kelsie Doty $9,349 - Robert Flannery $138,184 - Alan Kaplan $901,890 - Jodi Vitello $36,220 - Kelly Wilson $124,344 - Peter Newcomer $198,810 - Patti Hutter $32,580 - Mary Link $32,580 In 2023, the following employer distributions were made: - Kelsie Doty $41,900 - Alan Kaplan $220,000 - Jodi Vitello $168,962 - Kelly Wilson $66,025 - Patti Hutter $164,358 - Mary Link $158,256
- Part II, Column B:
- Certain individuals received compensation from the University of Wisconsin School of Medicine and Public Health, an unrelated organization, for their services as physicians or professors. The following individuals have this compensation reported on Schedule J, Part II, Column b(i): - Petros Anagnostopoulos $77,319 - Mustafa Baskaya $86,332 - Jamie Hess $63,004 - Sandra Kamnetz $60,679 - Rebecca Minter $279,001 - Stephen Nakada $248,791 - Peter Newcomer $200,439 - Lynn Schnapp $230,574 - Elizabeth Trowbridge $218,592 - Katherine Gast $55,791 - Nizar Jarjour $248,782 - Sarah McAchran $79,876 - Robert Dempsey $185,525 - Kelly McQueen $208,665 - Azam Ahmed $63,977 - Geoffrey Baer $65,979
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
-
UW School of Medicine and Public Health
$45,965,034
Support Functions of the Medical School
-
University of Wisconsin Foundation
$10,373,044
Research Support
-
Support Functions of the Organization
-
$15,000
Support Functions of the Organization
-
Combat Blindness International
$10,000
Support Functions of the Organization
-
Support Functions of the Organization
-
$8,500
Support Functions of the Organization
-
Support Functions of the Organization
-
$7,000
Support Functions of the Organization
-
$5,075
Support Functions of the Organization
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.
-
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
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 Hospital and Clinics Authority
-
SwedishAmerican Health Foundation
501(c)(3) · Supports fundraising for SwedishAmerican Hospital · IL · controlled entity
Directly controlled by SwedishAmerican Health System Corporation
-
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
-
University of Wisconsin Hospital and Clinics Authority
501(c)(3) · Hospital and Clinics · WI
-
501(c)(3) · Support Organization · WI · controlled entity
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
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 8 May 2025
- IRS schema version
- 2023v6.0
- Source object
- 202531339349306688
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