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← MEDICAL ASSOCIATES CLINIC HEALTH PLAN OF WISCONSIN

Form 990 for tax year 2022

Filed by MEDICAL ASSOCIATES CLINIC HEALTH PLAN OF WISCONSIN.

Totals

Total revenue
$38,758,674
Total expenses
$38,625,813
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$38,686,990
Investment income
$71,684
Other revenue
$0
Total assets, end of year
$5,665,423
Total liabilities, end of year
$1,964,747
Net assets or fund balances, end of year
$3,700,676
Program services expenses (Part IX)
$35,792,015
Management and general expenses
$2,833,798
Fundraising expenses
$0
Program service expenses (Part III)
$35,792,015

Program services were 92.7% 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: PREMIUM REVENUE

    total $22,366,978 · related or exempt $22,366,978

  • 2b · Program service revenue: MEDICARE COST REIMBURSEMENT

    total $16,320,012 · related or exempt $16,320,012

  • 3 · Investment income

    total $76,442 · excluded $76,442

  • 7a · Gross sales of assets other than inventory

    securities $564,171

  • 7b · Less cost or other basis and sales expenses

    securities $568,929

  • 7c · Gain or loss

    securities -$4,758

  • 7d · Net gain or loss

    total -$4,758 · excluded -$4,758

Functional expenses

Part IX, the statement of functional expenses.

  • 11b · Fees: legal

    total $3,911 · management and general $3,911

  • 11c · Fees: accounting

    total $155,505 · management and general $155,505

  • 11f · Fees: investment management

    total $8,863 · management and general $8,863

  • 13 · Office expenses

    total $8,122 · management and general $8,122

  • 16 · Occupancy

    total $21,910 · program services $21,910

  • 17 · Travel

    total $6,099 · program services $6,099

  • 23 · Insurance

    total $19,014 · management and general $19,014

  • 24a · Other expenses: MEDICAL CAPITATION

    total $35,602,243 · program services $35,602,243

  • 24b · Other expenses: MANAGEMENT SERVICES

    total $1,641,514 · management and general $1,641,514

  • 24c · Other expenses: COMMISSION EXPENSE

    total $337,772 · management and general $337,772

  • 24d · Other expenses: REPAIRS & MAINTENANCE

    total $245,095 · management and general $245,095

  • 24e · All other expenses

    total $575,765 · program services $161,763 · management and general $414,002

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $1,129,600 · end of year $1,519,100

  • 4 · Accounts receivable

    beginning of year $1,182,687 · end of year $1,573,638

  • 9 · Prepaid expenses and deferred charges

    beginning of year $1,051 · end of year $1,052

  • 11 · Investments: publicly traded securities

    beginning of year $2,788,568 · end of year $2,571,633

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,031,517 · end of year $1,808,142

  • 19 · Deferred revenue

    beginning of year $210,039 · end of year $156,605

  • 27 · Net assets without donor restrictions

    beginning of year $3,860,350 · end of year $3,700,676

Mission and programs · 2022

Mission

THE ORGANIZATION PROVIDES COMPREHENSIVE HEALTH CARE SERVICES TO SUBSCRIBERS ON A PREPAID BASIS

Activities or mission (Part I)

THE ORGANIZATION PROVIDES COMPREHENSIVE HEALTH CARE SERVICES ON A PREPAID BASIS.

  • THE ORGANIZATION PROVIDES COMPREHENSIVE HEALTH CARE SERVICES ON A PREPAID BASIS

    Expenses $35,792,015 · Revenue $38,686,990

As filed on the 2022 return.

Listed in Part VII

  • Mark Janes MD

    VICE CHAIR

    Total calculated
    $785,727
    From this org
    $0
    From related orgs
    $739,056
    Other
    $46,671
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $739,056 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $40,500 related
    Nontaxable benefits
    $0 + $6,171 related
    Filer's total
    $0 + $785,727 related

  • Brad McClimon MD

    DIRECTOR

    Total calculated
    $434,944
    From this org
    $0
    From related orgs
    $386,166
    Other
    $48,778
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $386,166 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $40,500 related
    Nontaxable benefits
    $0 + $8,278 related
    Filer's total
    $0 + $434,944 related

  • Jeffrey White

    DIRECTOR

    Total calculated
    $423,312
    From this org
    $0
    From related orgs
    $373,891
    Other
    $49,421
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $373,891 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $40,500 related
    Nontaxable benefits
    $0 + $8,921 related
    Filer's total
    $0 + $423,312 related

  • Andrea Ries MD

    CHAIRMAN

    Total calculated
    $418,971
    From this org
    $0
    From related orgs
    $370,189
    Other
    $48,782
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $370,189 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $40,500 related
    Nontaxable benefits
    $0 + $8,282 related
    Filer's total
    $0 + $418,971 related

  • Sara Loetscher MD

    DIRECTOR

    Total calculated
    $326,881
    From this org
    $0
    From related orgs
    $286,676
    Other
    $40,205
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $286,676 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $38,095 related
    Nontaxable benefits
    $0 + $2,110 related
    Filer's total
    $0 + $326,881 related

  • Laurie Garms MD

    DIRECTOR

    Total calculated
    $225,875
    From this org
    $0
    From related orgs
    $200,888
    Other
    $24,987
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $200,888 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $17,384 related
    Nontaxable benefits
    $0 + $7,603 related
    Filer's total
    $0 + $225,875 related

  • John O'Connor

    DIRECTOR

    Total calculated
    $3,500
    From this org
    $0
    From related orgs
    $3,500
    Other
    $0
    Hours/week
    1

  • Lawrence Kukla

    DIRECTOR

    Total calculated
    $3,500
    From this org
    $0
    From related orgs
    $3,500
    Other
    $0
    Hours/week
    1

  • Duane Caylor

    DIRECTOR

    Total calculated
    $2,250
    From this org
    $0
    From related orgs
    $2,250
    Other
    $0
    Hours/week
    1

  • Zach Keeling

    CHIEF EXECUTIVE OFFICER

    Total calculated
    $0
    Hours/week
    1

  • Hendrik Schultz

    CHIEF MEDICAL OFFICER

    Total calculated
    $0
    Hours/week
    1

  • Lynee Robson

    COO, TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Jill Mitchell

    COO, SECRETARY

    Total calculated
    $0
    Hours/week
    1

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

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 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

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.

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 corporations and trusts

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

  • MEDICAL ASSOCIATES CLINIC PC

    C · MEDICAL SERVICES · IA

Provenance

Return type
form_990
Tax year
2022
Filed
10 May 2023
IRS schema version
2022v5.0
Source object
202331359349303158

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