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Nonprofiteer
← MDWISE INC

Form 990 for tax year 2024

Filed by MDWISE INC.

Totals

Total revenue
$1,812,972,288
Total expenses
$1,765,706,104
Contributions and grants received
$0
Grants paid
$615,795
Program service revenue
$1,804,366,138
Investment income
$8,606,150
Other revenue
$0
Total assets, end of year
$686,158,141
Total liabilities, end of year
$434,712,747
Net assets or fund balances, end of year
$251,445,394
Program services expenses (Part IX)
$1,753,869,541
Management and general expenses
$11,836,563
Fundraising expenses
$0
Program service expenses (Part III)
$1,753,869,541

Program services were 99.3% 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: HEALTHY INDIANA PLAN

    total $1,146,616,609 · related or exempt $1,146,616,609

  • 2b · Program service revenue: HOOSIER HEALTHWISE

    total $657,103,781 · related or exempt $657,103,781

  • 2c · Program service revenue: MEDICARE ADVANTAGE

    total $645,748 · related or exempt $645,748

  • 3 · Investment income

    total $8,606,150 · excluded $8,606,150

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $615,795 · program services $615,795

  • 7 · Other salaries and wages

    total $25,692,651 · program services $21,838,753 · management and general $3,853,898

  • 8 · Pension plan contributions

    total $1,088,332 · program services $925,082 · management and general $163,250

  • 9 · Other employee benefits

    total $3,752,128 · program services $3,189,309 · management and general $562,819

  • 10 · Payroll taxes

    total $1,354,993 · program services $1,151,744 · management and general $203,249

  • 11b · Fees: legal

    total $169,542 · program services $144,111 · management and general $25,431

  • 11c · Fees: accounting

    total $375,709 · program services $319,353 · management and general $56,356

  • 11f · Fees: investment management

    total $372,704 · management and general $372,704

  • 11g · Fees: other

    total $18,411,456 · program services $15,649,738 · management and general $2,761,718

  • 12 · Advertising and promotion

    total $214,215 · program services $214,215

  • 13 · Office expenses

    total $2,777,109 · program services $2,360,543 · management and general $416,566

  • 14 · Information technology

    total $9,955,009 · program services $8,461,758 · management and general $1,493,251

  • 16 · Occupancy

    total $1,211,269 · program services $1,029,579 · management and general $181,690

  • 17 · Travel

    total $78,707 · program services $66,901 · management and general $11,806

  • 19 · Conferences, conventions and meetings

    total $7,984 · program services $6,786 · management and general $1,198

  • 20 · Interest

    total $10,506,697 · program services $8,930,692 · management and general $1,576,005

  • 22 · Depreciation, depletion and amortization

    total $966,658 · program services $821,659 · management and general $144,999

  • 23 · Insurance

    total $44,918 · management and general $44,918

  • 24a · Other expenses: DELIVERY SYSTEM PAYMENT

    total $1,687,841,024 · program services $1,687,841,024

  • 24b · Other expenses: CORPORATE ALLOCATIONS

    total $2,372,705 · program services $2,016,799 · management and general $355,906

  • 24c · Other expenses: MEDICARE MEDICAL EXPENS

    total $491,175 · program services $491,175

  • 24d · Other expenses: CHANGE IN PREMIUM DEFIC

    total -$3,577,827 · program services -$3,041,153 · management and general -$536,674

  • 24e · All other expenses

    total $983,151 · program services $835,678 · management and general $147,473

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $203,700,948 · end of year $135,282,608

  • 4 · Accounts receivable

    beginning of year $417,968,551 · end of year $473,057,145

  • 10a · Land, buildings and equipment: cost or other basis

    $7,449,811

  • 10b · Land, buildings and equipment: accumulated depreciation

    $7,449,811

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $0

  • 11 · Investments: publicly traded securities

    beginning of year $72,090,120 · end of year $77,818,388

  • 17 · Accounts payable and accrued expenses

    beginning of year $73,853,537 · end of year $75,426,689

  • 19 · Deferred revenue

    beginning of year $30 · end of year $0

  • 25 · Other liabilities

    beginning of year $381,602,015 · end of year $359,286,058

  • 27 · Net assets without donor restrictions

    beginning of year $238,304,037 · end of year $251,445,394

Mission and programs · 2024

Mission

TO PROVIDE HIGH-QUALITY, AFFORDABLE HEALTHCARE AND IMPROVE THE WELL-BEING OF OUR MEMBERS BY ENGAGING EXCEPTIONAL ASSOCIATES, COMMUNITY LEADERS AND HEALTHCARE PROFESSIONALS.

Activities or mission (Part I)

MDWISE IS A NOT-FOR-PROFIT HEALTH MAINTENANCE ORGANIZATION CONTRACTING WITH HEALTHCARE PROVIDERS TO PROVIDE SERVICES TO ITS MEMBERS FOR TWO STATE MEDICAID PROGRAMS: HOOSIER HEALTHWISE (HHW) AND HEALTHY INDIANA PLAN (HIP) AS WELL AS THE MEDICARE ADVANTAGE PROGRAM WITHIN SELECT COUNTIES IN THE STATE OF INDIANA.

  • BEGINNING JANUARY 1, 2023, MDWISE WAS GRANTED A FOUR-YEAR CONTRACT WITH THE STATE OF INDIANA THROUGH THE FAMILY AND SOCIAL SERVICE ADMINISTRATION ("FSSA") AND OFFICE OF MEDICAID POLICY AND PLANNING ("OMPP"), TO ARRANGE FOR AND ADMINISTER TWO RISK-BASED MANAGED CARE PROGRAMS (HOOSIER HEALTHWISE AND THE HEALTHY INDIANA PLAN) FOR CERTAIN INDIANA MEDICAID ENROLLEES. MDWISE CONTRACTS WITH VARIOUS DELIVERY NETWORKS INCLUDING THE AFFILIATED MDWISE MEDICAID NETWORK ("MDWISE EXCEL"). EXCEL AND THE OTHER DELIVERY NETWORKS ACCEPT THE MEDICAL SERVICE RISK FOR ENROLLEES WHO CHOOSE A PRIMARY CARE PROVIDER AFTER SELECTING THE MDWISE NETWORK.

    Expenses $1,753,869,541 · Grants $615,795 · Revenue $1,803,720,390

  • BEGINNING JANUARY 1, 2022, MDWISE WAS GRANTED A ONE-YEAR CONTRACT WITH THE CENTERS FOR MEDICARE AND MEDICAID SERVICES ("CMS") TO ARRANGE FOR AND ADMINISTER THE MEDICARE ADVANTAGE PROGRAMS IN SELECT COUNTIES WITHIN THE STATE OF INDIANA. THIS CONTRACT HAS BEEN RENEWED FOR 2023 AND 2024. MDWISE HAS EXITED THE MEDICARE PRODUCT LINE AS OF 12/31/2024.

    Revenue $645,748

As filed on the 2024 return.

Listed in Part VII

  • Brian Brown

    CHAIRMAN

    Total calculated
    $706,132
    From this org
    $0
    From related orgs
    $586,864
    Other
    $119,268
    Hours/week
    0.5 + 43.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $456,177 related
    Bonus
    $0 + $73,577 related
    Other
    $0 + $57,110 related
    Deferred
    $0 + $89,688 related
    Nontaxable benefits
    $0 + $29,580 related
    Filer's total
    $0 + $706,132 related

  • Cheryl Diehl

    ASSISTANT TREASURER AND CFO

    Total calculated
    $411,642
    From this org
    $0
    From related orgs
    $348,947
    Other
    $62,695
    Hours/week
    1 + 44 related

    Schedule J breakdown matched by us

    Base
    $0 + $295,916 related
    Bonus
    $0 + $47,315 related
    Other
    $0 + $5,716 related
    Deferred
    $0 + $13,717 related
    Nontaxable benefits
    $0 + $48,978 related
    Filer's total
    $0 + $411,642 related

  • David Mazurkiewicz

    TREASURER

    Total calculated
    $2,156,210
    From this org
    $0
    From related orgs
    $2,105,834
    Other
    $50,376
    Hours/week
    0.5 + 49.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,389,861 related
    Bonus
    $0 + $629,214 related
    Other
    $0 + $86,759 related
    Deferred
    $0 + $11,362 related
    Nontaxable benefits
    $0 + $39,014 related
    Filer's total
    $0 + $2,156,210 related

  • Jessica Cromer

    PRESIDENT AND CEO

    Total calculated
    $779,058
    From this org
    $0
    From related orgs
    $633,191
    Other
    $145,867
    Hours/week
    21.5 + 22.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $447,492 related
    Bonus
    $0 + $121,591 related
    Other
    $0 + $64,108 related
    Deferred
    $0 + $108,985 related
    Nontaxable benefits
    $0 + $36,882 related
    Filer's total
    $0 + $779,058 related

  • Kathleen Kendall

    SECRETARY - PART YEAR

    Total calculated
    $1,574,812
    From this org
    $0
    From related orgs
    $1,495,745
    Other
    $79,067
    Hours/week
    1 + 44 related

    Schedule J breakdown matched by us

    Base
    $0 + $849,892 related
    Bonus
    $0 + $511,713 related
    Other
    $0 + $134,140 related
    Deferred
    $0 + $27,952 related
    Nontaxable benefits
    $0 + $51,115 related
    Filer's total
    $0 + $1,574,812 related

  • Tricia Brunton

    SECRETARY/VP FINANCE

    Total calculated
    $289,013
    From this org
    $0
    From related orgs
    $255,556
    Other
    $33,457
    Hours/week
    41 + 1 related

    Schedule J breakdown matched by us

    Base
    $0 + $227,142 related
    Bonus
    $0 + $28,414 related
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0 + $33,457 related
    Filer's total
    $0 + $289,013 related

  • Brittney Mullaney

    VP HEALTH SERVICES

    Total calculated
    $237,292
    From this org
    $0
    From related orgs
    $224,370
    Other
    $12,922
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $182,791 related
    Bonus
    $0 + $31,906 related
    Other
    $0 + $9,673 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $12,922 related
    Filer's total
    $0 + $237,292 related

  • Johnie Goerges

    DIR BUSINESS TECHNOLOGY

    Total calculated
    $196,038
    From this org
    $0
    From related orgs
    $152,928
    Other
    $43,110
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $134,310 related
    Bonus
    $0 + $10,859 related
    Other
    $0 + $7,759 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $43,110 related
    Filer's total
    $0 + $196,038 related

  • Joshua Burger

    DIR PROVIDER RELATIONS

    Total calculated
    $187,502
    From this org
    $0
    From related orgs
    $152,142
    Other
    $35,360
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $140,906 related
    Bonus
    $0 + $11,236 related
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0 + $35,360 related
    Filer's total
    $0 + $187,502 related

  • Marcia Shively

    DIR BUSINESS SERVICES

    Total calculated
    $203,578
    From this org
    $0
    From related orgs
    $181,231
    Other
    $22,347
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $162,139 related
    Bonus
    $0 + $19,092 related
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0 + $22,347 related
    Filer's total
    $0 + $203,578 related

  • Timothy Noonan

    DATA ANALYTICS ADMIN SR

    Total calculated
    $181,216
    From this org
    $0
    From related orgs
    $172,029
    Other
    $9,187
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $172,029 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0 + $9,187 related
    Filer's total
    $0 + $181,216 related

  • Chasity Howell

    VP PROVIDER SERVICES

    Total calculated
    $280,831
    From this org
    $0
    From related orgs
    $239,531
    Other
    $41,300
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $209,403 related
    Bonus
    $0 + $30,128 related
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0 + $41,300 related
    Filer's total
    $0 + $280,831 related

  • Jeffrey Wheeler

    MEDICAL DIRECTOR

    Total calculated
    $445,034
    From this org
    $0
    From related orgs
    $397,433
    Other
    $47,601
    Hours/week
    20 + 20 related

    Schedule J breakdown matched by us

    Base
    $0 + $349,888 related
    Bonus
    $0 + $40,809 related
    Other
    $0 + $6,736 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $47,601 related
    Filer's total
    $0 + $445,034 related

  • Lisa Knowles

    DIR DENTAL PROGRAMS

    Total calculated
    $297,512
    From this org
    $0
    From related orgs
    $268,812
    Other
    $28,700
    Hours/week
    20 + 20 related

    Schedule J breakdown matched by us

    Base
    $0 + $257,706 related
    Bonus
    $0 + $11,106 related
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0 + $28,700 related
    Filer's total
    $0 + $297,512 related

  • Patricia Hebenstreit

    VP GENERAL COUNSEL

    Total calculated
    $400,860
    From this org
    $0
    From related orgs
    $369,988
    Other
    $30,872
    Hours/week
    20 + 20 related

    Schedule J breakdown matched by us

    Base
    $0 + $322,777 related
    Bonus
    $0 + $47,211 related
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0 + $30,872 related
    Filer's total
    $0 + $400,860 related

  • Wendi Powell

    DIR PHARMACY

    Total calculated
    $279,998
    From this org
    $0
    From related orgs
    $243,120
    Other
    $36,878
    Hours/week
    20 + 20 related

    Schedule J breakdown matched by us

    Base
    $0 + $218,909 related
    Bonus
    $0 + $17,359 related
    Other
    $0 + $6,852 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $36,878 related
    Filer's total
    $0 + $279,998 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 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.

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.

  • MCLAREN - NORTHERN EQUITIES CANCER CENTER PROJECT LLC

    RENTAL REAL ESTATE · MI · general or managing partner

  • MOUNT CLEMENS REGIONAL HEALTH BUILDING HEALTH PARTNERS

    BUILDING MANAGEMENT · MI · general or managing partner

  • SOUTH VAN DYKE MEDICAL COMPLEX-A

    VARIOUS HEALTHCARE ACTIVITIES · MI · general or managing partner

  • CLARKSTON ASC PARTNERS LLC

    SURGERY CENTER · MI · general or managing partner

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • CLARKSTON PROPERTY ASSOCIATES

    C · REAL ESTATE · MI · controlled entity

  • DELPHINUS INVESTMENT INC

    C · HOLD PASSIVE INVESTMENT · MI · controlled entity

  • HEALTH ADVANTAGE INC

    C · INSURANCE · MI · controlled entity

  • MCLAREN INSURANCE COMPANY LTD

    C · INSURANCE · CJ · controlled entity

  • MID-MICHIGAN PHYSICIANS PC

    C · PHYSICIAN PRACTICE · MI · controlled entity

  • MCLAREN PHYSICIAN PARTNERS

    C · MANAGED CARE · MI · controlled entity

  • VITALCARE HOME MEDICAL EQUIPMENT INC

    C · SALE AND RENTAL OF DURABLE MEDICAL EQUIPMENT · MI · controlled entity

  • HURON CLINIC CONDOMINIUMS OWNERS

    C · VARIOUS HEALTHCARE ACTIVITIES · MI · controlled entity

Provenance

Return type
form_990
Tax year
2024
Filed
5 August 2025
IRS schema version
2024v5.2
Source object
202512259349301956

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