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Nonprofiteer
← WISCONSIN THERAPIES INC

Form 990 for tax year 2022

Filed by WISCONSIN THERAPIES INC.

Totals

Total revenue
-$479,610
Total expenses
$53,500
Contributions and grants received
$0
Grants paid
$0
Program service revenue
-$479,610
Investment income
$0
Other revenue
$0
Total assets, end of year
$5,868,821
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$5,868,821
Program services expenses (Part IX)
$0
Management and general expenses
$53,500
Fundraising expenses
$0
Program service expenses (Part III)
not reported

Program services were 0.0% 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: Partnership Loss

    total -$479,610 · related or exempt -$444,254 · unrelated business -$35,356

Functional expenses

Part IX, the statement of functional expenses.

  • 24a · Other expenses: Contracted Services

    total $53,500 · management and general $53,500

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $5,086 · end of year $5,086

  • 15 · Other assets

    beginning of year $6,343,345 · end of year $5,863,735

  • 29 · Capital stock, trust principal or current funds

    beginning of year $0 · end of year $0

  • 30 · Paid-in or capital surplus, or land, building or equipment fund

    beginning of year $0 · end of year $0

  • 31 · Retained earnings, endowment or other funds

    beginning of year $6,348,431 · end of year $5,868,821

Mission and programs · 2022

Mission

WI Therapies is established as a nonprofit corporation organized to provide alternate site medical and related therapies including a broad array of infusion therapies, parenteral and enteral nutrition therapy and other innovative therapies as appropriate to alternate site patients through a partnership with Chartwell-Midwest Inc., and in connection with such activities, to acquire, retain and administer funds from the same, to be held, invested and used exclusively for the benefit of the University of Wisconsin Hospitals and Clinics.

Activities or mission (Part I)

WI Therapies is established as a nonprofit corporation organized to provide alternate site medical and related therapies including a broad array of infusion therapies, parenteral and enteral nutrition therapy and other innovative therapies as appropriate to alternate site patients through a partnership with Chartwell-Midwest Inc., to be known as Chartwell-Midwest Wisconsin, and in connection with such activities, to acquire, retain and administer funds from the same, to be held, invested and used exclusively for the benefit of the University of Wisconsin Hospitals and Clinics.

  • Administrative services in maintaining partnership interest in home infusion partnership. The partnership provides tertiary home infusion therapy to acutely and chronically ill patients.

    Revenue -$479,610

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Robert Flannery

    Treasurer

    Total calculated
    $1,334,878
    From this org
    $0
    From related orgs
    $1,139,055
    Other
    $195,823
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $798,143 related
    Bonus
    $0 + $334,560 related
    Other
    $0 + $6,352 related
    Deferred
    $0 + $158,861 related
    Nontaxable benefits
    $0 + $36,962 related
    Filer's total
    $0 + $1,334,878 related
  • Kelly Wilson

    President & Board Chair

    Total calculated
    $1,065,652
    From this org
    $0
    From related orgs
    $915,327
    Other
    $150,325
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $643,687 related
    Bonus
    $0 + $271,490 related
    Other
    $0 + $150 related
    Deferred
    $0 + $118,085 related
    Nontaxable benefits
    $0 + $32,240 related
    Filer's total
    $0 + $1,065,652 related
  • Jonathan Jaffrey MD MMM

    Director (until 12/22)

    Total calculated
    $652,729
    From this org
    $0
    From related orgs
    $544,926
    Other
    $107,803
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $410,548 related
    Bonus
    $0 + $134,378 related
    Other
    $0
    Deferred
    $0 + $107,740 related
    Nontaxable benefits
    $0 + $63 related
    Filer's total
    $0 + $652,729 related
  • Teresa Neely

    Vice President

    Total calculated
    $704,183
    From this org
    $0
    From related orgs
    $592,347
    Other
    $111,836
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $446,485 related
    Bonus
    $0 + $130,640 related
    Other
    $0 + $15,222 related
    Deferred
    $0 + $67,705 related
    Nontaxable benefits
    $0 + $44,131 related
    Filer's total
    $0 + $704,183 related
  • David Andes MD

    Director

    Total calculated
    $443,999
    From this org
    $0
    From related orgs
    $390,747
    Other
    $53,252
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $390,747 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $53,189 related
    Nontaxable benefits
    $0 + $63 related
    Filer's total
    $0 + $443,999 related
  • Jack Temple

    Director

    Total calculated
    $295,529
    From this org
    $0
    From related orgs
    $250,769
    Other
    $44,760
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $216,248 related
    Bonus
    $0 + $33,096 related
    Other
    $0 + $1,425 related
    Deferred
    $0 + $18,657 related
    Nontaxable benefits
    $0 + $26,103 related
    Filer's total
    $0 + $295,529 related
  • Anne Mork

    Director (as of 07/22)

    Total calculated
    $436,090
    From this org
    $0
    From related orgs
    $330,777
    Other
    $105,313
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $248,793 related
    Bonus
    $0 + $72,784 related
    Other
    $0 + $9,200 related
    Deferred
    $0 + $48,415 related
    Nontaxable benefits
    $0 + $56,898 related
    Filer's total
    $0 + $436,090 related
  • Dennis Jolley

    Director (as of 01/23)

    Total calculated
    $233,462
    From this org
    $0
    From related orgs
    $186,197
    Other
    $47,265
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $176,197 related
    Bonus
    $0 + $10,000 related
    Other
    $0
    Deferred
    $0 + $41,136 related
    Nontaxable benefits
    $0 + $6,129 related
    Filer's total
    $0 + $233,462 related
  • Patricia Hutter

    Secretary (until 09/22)

    Total calculated
    $488,788
    From this org
    $0
    From related orgs
    $399,961
    Other
    $88,827
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $304,606 related
    Bonus
    $0 + $90,074 related
    Other
    $0 + $5,281 related
    Deferred
    $0 + $53,595 related
    Nontaxable benefits
    $0 + $35,232 related
    Filer's total
    $0 + $488,788 related
  • Dan Kirschnik

    Secretary (as of 09/22)

    Total calculated
    $291,468
    From this org
    $0
    From related orgs
    $243,833
    Other
    $47,635
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $242,646 related
    Bonus
    $0
    Other
    $0 + $1,187 related
    Deferred
    $0 + $18,083 related
    Nontaxable benefits
    $0 + $29,552 related
    Filer's total
    $0 + $291,468 related
  • Rudy Jackson DNP MHA RN

    Former Director

    Total calculated
    $735,250
    From this org
    $0
    From related orgs
    $619,143
    Other
    $116,107
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $433,155 related
    Bonus
    $0 + $184,620 related
    Other
    $0 + $1,368 related
    Deferred
    $0 + $87,425 related
    Nontaxable benefits
    $0 + $28,682 related
    Filer's total
    $0 + $735,250 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 3
Compensation is paid via a leasing agreement with members of the organization. Executive compensation is based on comparative data with like positions within the market.
Part I, Line 4b
Some members of the Board participates in supplemental, non-qualified retirement plans through their employer, which is a related organization to the filing entity. Those individuals participate in a 457(f) plan. In 2022, the following employer contributions were made: - Rudy Jackson $65,160 - Jonathan Jaffery $46,740 - Teresa Neely $45,440 - Kelly Wilson $95,820 - Robert Flanney $119,355 - Anne Mork $26,150 - Patricia Hutter $31,330 - Dennis Jolley $27,500 In 2022, no distributions were made.

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.

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.

  • Chartwell Wisconsin Enterprises LLC

    Related · Parent entity of CMW and CMW-HR · WI · 50% owned · share of income -$450,951 · share of assets $10,088,338

  • Madison Medical Center LLP

    Real Estate · WI

  • Northern Illinois Vein Clinic

    Outpatient Health Services · IL

  • Sixth Street Medical LLC

    Real Estate · WI

  • Three Rivers Partners LLC

    Information Technology Services · IL

Related corporations and trusts

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

  • Physician's Care Network

    C · Health Services · IL · controlled entity

  • Quartz Health Benefit Plans Corporation

    C · Health Maintenance Organization · WI · controlled entity

  • Quartz Holding Company

    C · Holding Company · WI · controlled entity

  • Quartz Health Solutions

    C · Insurance · WI · controlled entity

  • Quartz Health Insurance Corporation

    C · Health Maintenance Organization · WI · controlled entity

  • SARI Insurance Company

    C · Captive Insurance Company · VT · controlled entity

  • State & Charles Inc

    C · Holding Company · IL · controlled entity

  • SwedishAmerican Health Management Corp

    C · Management Services · IL · controlled entity

  • Wisconsin Dialysis Inc

    C · Dialysis Seervices · WI · controlled entity

Provenance

Return type
form_990
Tax year
2022
Filed
30 April 2024
IRS schema version
2022v5.0
Source object
202431289349301518

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