Totals
- Total revenue
- $384,461
- Total expenses
- $131,433
- Contributions and grants received
- $0
- Grants paid
- $0
- Program services expenses (Part IX)
- $130,895
- Management and general expenses
- $538
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $130,895
Program services were 99.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
Alan Kaplan
Chair
- Total calculated
- $6,750,982
- From this org
- $0
- From related orgs
- $5,741,147
- Other
- $1,009,835
- Hours/week
- 2 + 38 related
Schedule J breakdown matched by us
- Base
- $0 + $2,007,503 related
- Bonus
- $0 + $1,286,155 related
- Other
- $0 + $2,447,489 related
- Deferred
- $0 + $950,520 related
- Nontaxable benefits
- $0 + $59,315 related
- Filer's total
- $0 + $6,750,982 related
-
Robert Flannery
VP/Treasurer
- Total calculated
- $2,110,052
- From this org
- $0
- From related orgs
- $1,875,257
- Other
- $234,795
- Hours/week
- 2 + 38 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
-
Robert N Golden MD
Director
- Total calculated
- $677,326
- From this org
- $0
- From related orgs
- $606,928
- Other
- $70,398
- Hours/week
- 2 + 38 related
Schedule J breakdown matched by us
- Base
- $0 + $606,928 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $69,000 related
- Nontaxable benefits
- $0 + $1,398 related
- Filer's total
- $0 + $677,326 related
-
Patti Hutter
Secretary
- Total calculated
- $549,312
- From this org
- $0
- From related orgs
- $441,552
- Other
- $107,760
- Hours/week
- 2 + 38 related
Schedule J breakdown matched by us
- Base
- $0 + $325,853 related
- Bonus
- $0 + $109,915 related
- Other
- $0 + $5,784 related
- Deferred
- $0 + $60,730 related
- Nontaxable benefits
- $0 + $47,030 related
- Filer's total
- $0 + $549,312 related
-
Katrina Lambrecht
Director
- Total calculated
- $1,037,324
- From this org
- $0
- From related orgs
- $838,414
- Other
- $198,910
- Hours/week
- 2 + 38 related
Schedule J breakdown matched by us
- Base
- $0 + $691,890 related
- Bonus
- $0 + $142,729 related
- Other
- $0 + $3,795 related
- Deferred
- $0 + $166,410 related
- Nontaxable benefits
- $0 + $32,500 related
- Filer's total
- $0 + $1,037,324 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
- $1,128,470
- From this org
- $0
- From related orgs
- $940,260
- Other
- $188,210
- Hours/week
- 2 + 38 related
Schedule J breakdown matched by us
- Base
- $0 + $653,425 related
- Bonus
- $0 + $285,886 related
- Other
- $0 + $949 related
- Deferred
- $0 + $143,334 related
- Nontaxable benefits
- $0 + $44,876 related
- Filer's total
- $0 + $1,128,470 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 — 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 2024, the following employer contributions were made: - Alan Kaplan $923,610 - Robert Flannery $149,030 - Carey Gehl $116,424 - Patti Hutter $33,820 - Katrina Lambrecht $139,500 In 2024, the below distributions were made: - Alan Kaplan $2,424,069 - Robert Flannery $488,770
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
-
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
- 2024
- Filed
- 3 April 2026
- IRS schema version
- 2024v5.5
- Source object
- 202610979349301751
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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