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Nonprofiteer
← UW HEALTH ACO INC

Form 990 for tax year 2024

Filed by UW HEALTH ACO INC.

Totals

Total revenue
$115,260
Total expenses
$951,864
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$1,178
Investment income
$0
Other revenue
$114,082
Total assets, end of year
$346,381
Total liabilities, end of year
$80,636
Net assets or fund balances, end of year
$265,745
Program services expenses (Part IX)
$555,510
Management and general expenses
$396,354
Fundraising expenses
$0
Program service expenses (Part III)
$555,510

Program services were 58.4% 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: Case Management Servic

    total $1,178 · related or exempt $1,178

  • 11a · Other revenue: Bond Premium

    total $114,082 · excluded $114,082

  • 11e · Other revenue, total

    $114,082

Functional expenses

Part IX, the statement of functional expenses.

  • 7 · Other salaries and wages

    total $537,687 · program services $352,884 · management and general $184,803

  • 8 · Pension plan contributions

    total $48,769 · program services $32,007 · management and general $16,762

  • 9 · Other employee benefits

    total $126,280 · program services $82,878 · management and general $43,402

  • 10 · Payroll taxes

    total $32,686 · program services $21,452 · management and general $11,234

  • 11a · Fees: management

    total $102,734 · management and general $102,734

  • 11c · Fees: accounting

    total $3,549 · management and general $3,549

  • 13 · Office expenses

    total $52 · program services $52

  • 14 · Information technology

    total $98 · program services $98

  • 17 · Travel

    total $1,088 · program services $1,088

  • 19 · Conferences, conventions and meetings

    total $7,302 · program services $4,792 · management and general $2,510

  • 23 · Insurance

    total $91,242 · program services $59,882 · management and general $31,360

  • 24e · All other expenses

    total $377 · program services $377

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $4,910,380 · end of year $158,087

  • 4 · Accounts receivable

    beginning of year $58,157 · end of year $58,157

  • 9 · Prepaid expenses and deferred charges

    beginning of year $126,476 · end of year $130,137

  • 15 · Other assets

    beginning of year $121,675 · end of year $0

  • 17 · Accounts payable and accrued expenses

    beginning of year $3,900,109 · end of year $11,849

  • 25 · Other liabilities

    beginning of year $214,230 · end of year $68,787

  • 27 · Net assets without donor restrictions

    beginning of year $1,102,349 · end of year $265,745

Mission and programs · 2024

Mission

To deliver the highest quality patient and family-centered care to Medicare beneficiaries and other patients. UW Health ACO achieves these initiatives through population health activities including but not limited to programs that target population health management, quality improvement and social determinants of health.

  • To provide better care, improved health, and lower per capita growth in expenditures for Medicare beneficiaries assigned to the ACO and provide support to University of Wisconsin Medical Foundation (UWMF) and University of Wisconsin Hospitals and Clinics Authority (UW Hospital) for population health programs and development of innovative new care models.

    Expenses $555,510 · Revenue $1,178

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Dr Elizabeth Trowbridge

    Chair

    Total calculated
    $484,349
    From this org
    $0
    From related orgs
    $433,914
    Other
    $50,435
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $430,350 related
    Bonus
    $0
    Other
    $0 + $3,564 related
    Deferred
    $0 + $49,400 related
    Nontaxable benefits
    $0 + $1,035 related
    Filer's total
    $0 + $484,349 related

  • Dr Roy Allan Jhagroo

    Director

    Total calculated
    $307,067
    From this org
    $0
    From related orgs
    $256,140
    Other
    $50,927
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $256,140 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $50,872 related
    Nontaxable benefits
    $0 + $55 related
    Filer's total
    $0 + $307,067 related

  • Dr Yohaulli Anaya

    Director

    Total calculated
    $314,686
    From this org
    $0
    From related orgs
    $276,037
    Other
    $38,649
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $234,370 related
    Bonus
    $0 + $41,667 related
    Other
    $0
    Deferred
    $0 + $38,594 related
    Nontaxable benefits
    $0 + $55 related
    Filer's total
    $0 + $314,686 related

  • Ryan Klein

    Director

    Total calculated
    $275,056
    From this org
    $0
    From related orgs
    $213,510
    Other
    $61,546
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $179,821 related
    Bonus
    $0 + $31,606 related
    Other
    $0 + $2,083 related
    Deferred
    $0 + $24,973 related
    Nontaxable benefits
    $0 + $36,573 related
    Filer's total
    $0 + $275,056 related

  • Kiah Calmese Walker

    Director

    Total calculated
    $0
    Hours/week
    2

  • Dr Thomas Bugliosi

    Director

    Total calculated
    $0
    Hours/week
    2

  • Dr Farah Khan

    Director

    Total calculated
    $0
    Hours/week
    2

  • Julieanne Pofahl

    Public Member

    Total calculated
    $0
    Hours/week
    2

  • Katie Brietzman

    Consumer Advocate

    Total calculated
    $0
    Hours/week
    2

  • Kevin Fehr

    Director

    Total calculated
    $0
    Hours/week
    2

  • Jodi Vitello

    Treasurer

    Total calculated
    $606,664
    From this org
    $0
    From related orgs
    $500,458
    Other
    $106,206
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $380,872 related
    Bonus
    $0 + $115,534 related
    Other
    $0 + $4,052 related
    Deferred
    $0 + $65,550 related
    Nontaxable benefits
    $0 + $40,656 related
    Filer's total
    $0 + $606,664 related

  • Troy Lepien

    Secretary

    Total calculated
    $841,839
    From this org
    $0
    From related orgs
    $725,081
    Other
    $116,758
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $388,563 related
    Bonus
    $0 + $127,628 related
    Other
    $0 + $208,890 related
    Deferred
    $0 + $80,167 related
    Nontaxable benefits
    $0 + $36,591 related
    Filer's total
    $0 + $841,839 related

  • Ann Sheehy

    President (until 9/24)

    Total calculated
    $435,316
    From this org
    $0
    From related orgs
    $405,240
    Other
    $30,076
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $340,097 related
    Bonus
    $0 + $65,143 related
    Other
    $0
    Deferred
    $0 + $29,672 related
    Nontaxable benefits
    $0 + $404 related
    Filer's total
    $0 + $435,316 related

  • Patti Meyer

    Assistant Secretary

    Total calculated
    $171,890
    From this org
    $0
    From related orgs
    $147,411
    Other
    $24,479
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $134,829 related
    Bonus
    $0 + $10,710 related
    Other
    $0 + $1,872 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $24,479 related
    Filer's total
    $0 + $171,890 related

  • Dave Childers

    Vice President

    Total calculated
    $0
    Hours/week
    2

  • Robin Lankton

    President

    Total calculated
    $555,848
    From this org
    $0
    From related orgs
    $500,337
    Other
    $55,511
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $390,364 related
    Bonus
    $0 + $108,387 related
    Other
    $0 + $1,586 related
    Deferred
    $0 + $17,376 related
    Nontaxable benefits
    $0 + $38,135 related
    Filer's total
    $0 + $555,848 related

  • Grace Flood

    Medical Director

    Total calculated
    $287,692
    From this org
    $0
    From related orgs
    $226,852
    Other
    $60,840
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $222,092 related
    Bonus
    $0 + $3,500 related
    Other
    $0 + $1,260 related
    Deferred
    $0 + $26,591 related
    Nontaxable benefits
    $0 + $34,249 related
    Filer's total
    $0 + $287,692 related

  • Dr Peter Newcomer

    Former President

    Total calculated
    $2,503,046
    From this org
    $0
    From related orgs
    $2,226,248
    Other
    $276,798
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,070,113 related
    Bonus
    $0 + $506,753 related
    Other
    $0 + $649,382 related
    Deferred
    $0 + $275,370 related
    Nontaxable benefits
    $0 + $1,428 related
    Filer's total
    $0 + $2,503,046 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
Several members of the Board participate in supplemental, non-qualified retirement plans through their employers, which are related organizations to the filing entity. Those individuals participate in a 457(f) plan. In 2024, the following employer contributions were made: - Peter Newcomer $206,370 - Troy Lepien $39,270 - Jodi Vitello $38,640 - Robin Lankton $17,376 The following distributions were made in 2024 - Peter Newcomer $649,382 - Troy Lepien $205,012

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

    Parent entity of CW and CMW-HR · WI

  • Sixth Street Medical LLC

    Real Estate · WI

  • Three Rivers Partners LLC

    Information Technology Services · IL

  • The Featherstone Partnership

    Ambulatory Surgery Center · 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 Health Insurance Corporation

    C · Health Maintenance Organization · WI · controlled entity

  • Quartz Health Solutions Inc

    C · Insurance · WI · controlled entity

  • Quartz Holding Company

    C · Holding Company · WI · controlled entity

  • State & Charles Inc

    C · Holding Company · IL · controlled entity

  • SwedishAmerican Health Management Corp

    C · Management Services · IL · controlled entity

  • Wisconsin Dialysis

    C · Dialysis Services · WI · controlled entity

Provenance

Return type
form_990
Tax year
2024
Filed
3 April 2026
IRS schema version
2024v5.5
Source object
202610979349301721

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