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.
-
501(c)(3) · Reproductive Endocrinology and Infertility Services · WI · controlled entity
-
501(C)(3) · Research and Innovation · WI · controlled entity
Directly controlled by University of WI Hospitals and Clinics Authority
-
501(c)(3) · Health Care Services and Training · WI · controlled entity
-
501(c)(3) · Regional Parent Corp to manage and direct activities of entities · WI · controlled entity
Directly controlled by University of WI Hospitals and Clinics Authority
-
501(c)(3) · Hospital · IL · controlled entity
Directly controlled by SwedishAmerican Health System Corporation
-
SwedishAmerican Health Foundation
501(c)(3) · Supporting Fundraising for SwedishAmerican Hospital · IL · controlled entity
Directly controlled by SwedishAmerican Hospital
-
SwedishAmerican Realty Corporation
501(c)(2) · Title Holding Company · IL · controlled entity
Directly controlled by SwedishAmerican Health System Corporation
-
SwedishAmerican Hospital Self Insurance Trust
501(c)(3) · Hospital Malpractice Trust · VT · controlled entity
Directly controlled by SwedishAmerican Hospital
-
SwedishAmerican Health System Corporation
501(c)(3) · Parent Corporation to Manage and Direct Activities of Entities · IL · controlled entity
Directly controlled by Regional Division Inc
-
501(c)(3) · Support Organization · WI · controlled entity
Directly controlled by University of WI Hospitals and Clinics Authority
-
University of Wisconsin Medical Foundation
501(c)(3) · Physician Services · WI · controlled entity
Directly controlled by University of WI Hospitals and Clinics Authority
-
University of Wisconsin Hospitals and Clinics Authority
501(c)(3) · Hospital and Clinics · WI
-
501(c)(3) · Accountable Care Organization · WI · controlled entity
Directly controlled by University of WI Hospitals and Clinics Authority
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
-
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
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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