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Nonprofiteer
← MDWISE INC

Form 990 for tax year 2023

Filed by MDWISE INC.

What the amendment changed

Compared with the return it replaced , filed 7 August 2024. matched by us Only the Part I totals and the names listed in Part VII are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.

Both are the same on the two returns, so the amendment changed something else.

Totals

Total revenue
$1,962,990,873
Total expenses
$1,903,254,350
Contributions and grants received
$0
Grants paid
$507,631
Program services expenses (Part IX)
$1,892,292,161
Management and general expenses
$10,962,189
Fundraising expenses
$0
Program service expenses (Part III)
$1,892,292,161

Program services were 99.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • JESSICA CROMER

    PRESIDENT, CEO

    Total calculated
    $597,259
    From this org
    $0
    From related orgs
    $569,690
    Other
    $27,569
    Hours/week
    25 + 25 related

    Schedule J breakdown matched by us

    Base
    $0 + $353,944 related
    Bonus
    $0 + $177,777 related
    Other
    $0 + $37,969 related
    Deferred
    $0 + $1,134 related
    Nontaxable benefits
    $0 + $26,435 related
    Filer's total
    $0 + $597,259 related

  • DAVID MAZURKIEWICZ

    TREASURER

    Total calculated
    $1,770,337
    From this org
    $0
    From related orgs
    $1,729,965
    Other
    $40,372
    Hours/week
    0.5 + 49.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,287,110 related
    Bonus
    $0 + $404,214 related
    Other
    $0 + $38,641 related
    Deferred
    $0 + $3,526 related
    Nontaxable benefits
    $0 + $36,846 related
    Filer's total
    $0 + $1,770,337 related

  • KATHLEEN KENDALL

    SECRETARY

    Total calculated
    $1,336,026
    From this org
    $0
    From related orgs
    $1,285,315
    Other
    $50,711
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $829,576 related
    Bonus
    $0 + $400,167 related
    Other
    $0 + $55,572 related
    Deferred
    $0 + $2,273 related
    Nontaxable benefits
    $0 + $48,438 related
    Filer's total
    $0 + $1,336,026 related

  • BRIAN BROWN

    CHAIRMAN

    Total calculated
    $359,299
    From this org
    $0
    From related orgs
    $329,876
    Other
    $29,423
    Hours/week
    0.5 + 42.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $286,315 related
    Bonus
    $0 + $32,470 related
    Other
    $0 + $11,091 related
    Deferred
    $0 + $1,253 related
    Nontaxable benefits
    $0 + $28,170 related
    Filer's total
    $0 + $359,299 related

  • KEVIN TOMPKINS

    CHAIRMAN - PART YEAR

    Total calculated
    $918,272
    From this org
    $0
    From related orgs
    $869,202
    Other
    $49,070
    Hours/week
    0.5 + 43.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $623,386 related
    Bonus
    $0 + $207,175 related
    Other
    $0 + $38,641 related
    Deferred
    $0 + $1,708 related
    Nontaxable benefits
    $0 + $47,362 related
    Filer's total
    $0 + $918,272 related

  • CHERYL DIEHL

    ASSISTANT TREASURER AND CFO

    Total calculated
    $403,294
    From this org
    $0
    From related orgs
    $345,907
    Other
    $57,387
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $279,777 related
    Bonus
    $0 + $66,130 related
    Other
    $0
    Deferred
    $0 + $10,784 related
    Nontaxable benefits
    $0 + $46,603 related
    Filer's total
    $0 + $403,294 related

  • PATRICIA HEBENSTREIT

    VP GENERAL COUNSEL

    Total calculated
    $414,616
    From this org
    $0
    From related orgs
    $388,864
    Other
    $25,752
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $302,635 related
    Bonus
    $0 + $76,393 related
    Other
    $0 + $9,836 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $25,752 related
    Filer's total
    $0 + $414,616 related

  • TRICIA BRUNTON

    VP FINANCE

    Total calculated
    $258,279
    From this org
    $0
    From related orgs
    $235,402
    Other
    $22,877
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $210,162 related
    Bonus
    $0 + $25,240 related
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0 + $22,877 related
    Filer's total
    $0 + $258,279 related

  • CHASITY HOWELL

    VP PROVIDER SERVICES

    Total calculated
    $249,384
    From this org
    $0
    From related orgs
    $216,563
    Other
    $32,821
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $193,125 related
    Bonus
    $0 + $23,438 related
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0 + $32,821 related
    Filer's total
    $0 + $249,384 related

  • BRITTNEY MULLANEY

    VP HEALTH SERVICES

    Total calculated
    $248,574
    From this org
    $0
    From related orgs
    $217,160
    Other
    $31,414
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $175,306 related
    Bonus
    $0 + $41,854 related
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0 + $31,414 related
    Filer's total
    $0 + $248,574 related

  • TORRIAUN EVERETT

    VP HEALTH PLAN OPERATIONS

    Total calculated
    $190,917
    From this org
    $0
    From related orgs
    $173,514
    Other
    $17,403
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $167,778 related
    Bonus
    $0
    Other
    $0 + $5,736 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $17,403 related
    Filer's total
    $0 + $190,917 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 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.

Provenance

Return type
form_990
Tax year
2023
Filed
14 January 2025
IRS schema version
2023v6.0
Source object
202510159349301041

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.