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Nonprofiteer
← INCLUSA INC

Form 990 for tax year 2022

Filed by INCLUSA INC.

Totals

Total revenue
$806,731,058
Total expenses
$796,263,020
Contributions and grants received
$6,150
Grants paid
$0
Program service revenue
$805,182,768
Investment income
$1,525,345
Other revenue
$16,795
Total assets, end of year
$206,621,989
Total liabilities, end of year
$91,562,117
Net assets or fund balances, end of year
$115,059,872
Program services expenses (Part IX)
$768,382,909
Management and general expenses
$27,880,111
Fundraising expenses
$0
Program service expenses (Part III)
$768,382,909

Program services were 96.5% 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.

  • 1e · Government grants (contributions)

    $6,150

  • 2a · Program service revenue: CAPITATION FEE REVENUE

    total $753,017,973 · related or exempt $753,017,973

  • 2b · Program service revenue: ROOM AND BOARD REIMBURSEMENT

    total $52,164,795 · related or exempt $52,164,795

  • 3 · Investment income

    total $1,525,345 · excluded $1,525,345

  • 6a · Gross rents

    real property $16,795

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $16,795

  • 6d · Net rental income or loss

    total $16,795 · excluded $16,795

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $2,335,493 · program services $1,877,970 · management and general $457,523

  • 7 · Other salaries and wages

    total $71,514,224 · program services $56,708,080 · management and general $14,806,144

  • 8 · Pension plan contributions

    total $2,720,518 · program services $2,136,013 · management and general $584,505

  • 9 · Other employee benefits

    total $18,847,534 · program services $15,263,264 · management and general $3,584,270

  • 10 · Payroll taxes

    total $5,422,673 · program services $4,304,921 · management and general $1,117,752

  • 11b · Fees: legal

    total $157,371 · management and general $157,371

  • 11c · Fees: accounting

    total $123,055 · management and general $123,055

  • 11g · Fees: other

    total $5,548,810 · program services $677,039 · management and general $4,871,771

  • 12 · Advertising and promotion

    total $307,572 · program services $4,925 · management and general $302,647

  • 13 · Office expenses

    total $1,140,281 · program services $769,021 · management and general $371,260

  • 14 · Information technology

    total $4,053,143 · program services $4,389,543 · management and general -$336,400

  • 16 · Occupancy

    total $2,788,651 · program services $2,402,573 · management and general $386,078

  • 17 · Travel

    total $1,706,776 · program services $1,557,190 · management and general $149,586

  • 22 · Depreciation, depletion and amortization

    total $2,237,732 · program services $1,347,435 · management and general $890,297

  • 23 · Insurance

    total $528,863 · program services $374,962 · management and general $153,901

  • 24a · Other expenses: DIRECT MEMBER CARE EXPE

    total $676,459,705 · program services $676,459,705

  • 24b · Other expenses: EMPLOYEE TRAINING

    total $169,514 · program services $60,333 · management and general $109,181

  • 24c · Other expenses: STAFF INCENTIVES

    total $53,333 · program services $23,441 · management and general $29,892

  • 24d · Other expenses: BOARD EXPENSES

    total $43,897 · management and general $43,897

  • 24e · All other expenses

    total $103,875 · program services $26,494 · management and general $77,381

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $10,950 · end of year -$4,956,280

  • 2 · Savings and temporary cash investments

    beginning of year $125,353,960 · end of year $174,293,382

  • 4 · Accounts receivable

    beginning of year $17,772,095 · end of year $5,262,460

  • 9 · Prepaid expenses and deferred charges

    beginning of year $1,121,532 · end of year $1,463,628

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

    $24,839,302

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

    $7,158,371

  • 10c · Land, buildings and equipment, net

    beginning of year $11,447,045 · end of year $17,680,931

  • 11 · Investments: publicly traded securities

    beginning of year $6,966,184 · end of year $6,676,642

  • 15 · Other assets

    beginning of year $605,078 · end of year $6,201,226

  • 17 · Accounts payable and accrued expenses

    beginning of year $57,920,743 · end of year $75,939,842

  • 19 · Deferred revenue

    end of year $10,001,040

  • 25 · Other liabilities

    beginning of year $0 · end of year $5,621,235

  • 27 · Net assets without donor restrictions

    beginning of year $105,356,101 · end of year $115,059,872

Mission and programs · 2022

Mission

IN ORDER TO MAXIMIZE HEALTH OUTCOMES, INCLUSA PROACTIVELY PARTNERS WITH OTHERS TO BUILD VIBRANT AND INCLUSIVE COMMUNITIES THAT OFFER PEOPLE DIGNITY, CHOICE, AND CONNECTIONS.

  • INCLUSA, INC. PROACTIVELY PARTNERS WITH OTHERS TO BUILD A SHARED VISION OF LONG-TERM CARE THAT OFFERS THE PEOPLE WE SERVE CHOICE, CONNECTIONS, AND DIGNITY; FOSTERING FULL PARTICIPATION IN COMMUNITIES. INCLUSA, INC. PROVIDES MEDICAID MANAGED LONG-TERM CARE SERVICES AND SUPPORT TO NEARLY 16,907 ELDERS AND PEOPLE WITH PHYSICAL AND INTELLECTUAL/DEVELOPMENTAL DISABILITIES IN WISCONSIN.

    Expenses $768,382,909 · Revenue $805,182,768

As filed on the 2022 return.

Listed in Part VII

  • Ken Day

    PRESIDENT

    Total calculated
    $9,600
    From this org
    $9,600
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • Joan Fordham

    VICE PRESIDENT

    Total calculated
    $2,400
    From this org
    $2,400
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • Ron Carney

    SECRETARY/TREASURER

    Total calculated
    $2,400
    From this org
    $2,400
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • Beth Arimond

    DIRECTOR

    Total calculated
    $2,400
    From this org
    $2,400
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • Ken Cornish

    DIRECTOR

    Total calculated
    $2,400
    From this org
    $2,400
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • John Halbeib

    DIRECTOR

    Total calculated
    $2,400
    From this org
    $2,400
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • Tara Johnson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • John Kriesel

    DIRECTOR

    Total calculated
    $2,400
    From this org
    $2,400
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • Larry Laehn

    DIRECTOR

    Total calculated
    $2,400
    From this org
    $2,400
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • Gary Ranum

    DIRECTOR

    Total calculated
    $2,400
    From this org
    $2,400
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • Janis Ribbens

    DIRECTOR

    Total calculated
    $2,400
    From this org
    $2,400
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • Karen Lumb

    DIRECTOR

    Total calculated
    $2,400
    From this org
    $2,400
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • Steve McCarthy

    DIRECTOR

    Total calculated
    $2,400
    From this org
    $2,400
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • Mark Hilliker

    CHIEF EXECUTIVE OFFICER

    Total calculated
    $543,458
    From this org
    $493,149
    From related orgs
    $0
    Other
    $50,309
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $449,585
    Bonus
    $40,000
    Other
    $3,564
    Deferred
    $12,200
    Nontaxable benefits
    $38,109
    Filer's total
    $543,458

  • Kristopher Kubnick

    CHIEF COMMUNITY RESOURCES

    Total calculated
    $330,999
    From this org
    $283,489
    From related orgs
    $0
    Other
    $47,510
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $262,949
    Bonus
    $20,000
    Other
    $540
    Deferred
    $10,401
    Nontaxable benefits
    $37,109
    Filer's total
    $330,999

  • Tim Garrity

    CHIEF INNOVATION OFFICER

    Total calculated
    $401,851
    From this org
    $355,037
    From related orgs
    $0
    Other
    $46,814
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $322,715
    Bonus
    $30,000
    Other
    $2,322
    Deferred
    $12,200
    Nontaxable benefits
    $34,614
    Filer's total
    $401,851

  • Joshua Jandrain

    CHIEF INFORMATION OFFICER

    Total calculated
    $333,927
    From this org
    $285,087
    From related orgs
    $0
    Other
    $48,840
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $264,306
    Bonus
    $20,000
    Other
    $781
    Deferred
    $11,731
    Nontaxable benefits
    $37,109
    Filer's total
    $333,927

  • Patrick Henneger

    CHIEF LEGAL OFFICER

    Total calculated
    $357,424
    From this org
    $309,315
    From related orgs
    $0
    Other
    $48,109
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $278,505
    Bonus
    $30,000
    Other
    $810
    Deferred
    $12,200
    Nontaxable benefits
    $35,909
    Filer's total
    $357,424

  • Jason Taylor

    CHIEF FINANCIAL OFFICER

    Total calculated
    $329,435
    From this org
    $317,235
    From related orgs
    $0
    Other
    $12,200
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $285,993
    Bonus
    $30,000
    Other
    $1,242
    Deferred
    $12,200
    Nontaxable benefits
    $0
    Filer's total
    $329,435

  • Stacey Wargowsky

    EXECUTIVE DIRECTOR OF CM S

    Total calculated
    $208,321
    From this org
    $200,055
    From related orgs
    $0
    Other
    $8,266
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $179,770
    Bonus
    $20,000
    Other
    $285
    Deferred
    $8,266
    Nontaxable benefits
    $0
    Filer's total
    $208,321

  • Dana Cyra

    EXECUTIVE DIRECTOR OF QUAL

    Total calculated
    $216,767
    From this org
    $186,734
    From related orgs
    $0
    Other
    $30,033
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $164,755
    Bonus
    $20,000
    Other
    $1,979
    Deferred
    $7,541
    Nontaxable benefits
    $22,492
    Filer's total
    $216,767

  • Kate Norby

    EXECUTIVE DIRECTOR OF MEMB

    Total calculated
    $220,050
    From this org
    $189,883
    From related orgs
    $0
    Other
    $30,167
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $168,594
    Bonus
    $20,000
    Other
    $1,289
    Deferred
    $7,675
    Nontaxable benefits
    $22,492
    Filer's total
    $220,050

  • Janna Duffy

    EXECUTIVE DIRECTOR OF FINA

    Total calculated
    $220,259
    From this org
    $211,802
    From related orgs
    $0
    Other
    $8,457
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $183,057
    Bonus
    $28,000
    Other
    $745
    Deferred
    $8,457
    Nontaxable benefits
    $0
    Filer's total
    $220,259

  • Erin Smith

    EXECUTIVE DIRECTOR OF CR/P

    Total calculated
    $199,584
    From this org
    $191,912
    From related orgs
    $0
    Other
    $7,672
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $171,612
    Bonus
    $20,000
    Other
    $300
    Deferred
    $7,672
    Nontaxable benefits
    $0
    Filer's total
    $199,584

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

  • 3 · Form 990 of other organizations
  • 3 · Approval by the board or compensation committee

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.

  • ANNOVA INC

    C · CONSULTING SERVICES · WI · 100% owned · share of income $371,534 · share of assets $708,685 · controlled entity

    Directly controlled by INCLUSA INC

Provenance

Return type
form_990
Tax year
2022
Filed
2 October 2023
IRS schema version
2022v5.0
Source object
202302759349300120

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