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Nonprofiteer
← UW HEALTH ACO INC

Form 990 for tax year 2022

Filed by UW HEALTH ACO INC.

Totals

Total revenue
$5,646,764
Total expenses
$1,349,988
Contributions and grants received
$0
Grants paid
$0
Program services expenses (Part IX)
$747,126
Management and general expenses
$602,862
Fundraising expenses
$0
Program service expenses (Part III)
$747,126

Program services were 55.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • Dr Michael Sloan

    Director

    Total calculated
    $655,727
    From this org
    $0
    From related orgs
    $593,164
    Other
    $62,563
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $527,275 related
    Bonus
    $0 + $65,889 related
    Other
    $0
    Deferred
    $0 + $61,000 related
    Nontaxable benefits
    $0 + $1,563 related
    Filer's total
    $0 + $655,727 related

  • Dr Elizabeth Trowbridge

    Chair

    Total calculated
    $495,017
    From this org
    $0
    From related orgs
    $438,395
    Other
    $56,622
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $434,831 related
    Bonus
    $0
    Other
    $0 + $3,564 related
    Deferred
    $0 + $55,509 related
    Nontaxable benefits
    $0 + $1,113 related
    Filer's total
    $0 + $495,017 related

  • Dr Roy Allan Jhagroo

    Director

    Total calculated
    $302,302
    From this org
    $0
    From related orgs
    $251,450
    Other
    $50,852
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $251,450 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $50,789 related
    Nontaxable benefits
    $0 + $63 related
    Filer's total
    $0 + $302,302 related

  • Kiah Calmese Walker

    Director

    Total calculated
    $32,674
    From this org
    $0
    From related orgs
    $29,327
    Other
    $3,347
    Hours/week
    2 + 38 related

  • Dr Thomas Bugliosi

    Director

    Total calculated
    $0
    Hours/week
    2 + 38 related

  • Sarah Davis

    Director

    Total calculated
    $144,331
    From this org
    $0
    From related orgs
    $118,127
    Other
    $26,204
    Hours/week
    2 + 38 related

  • Dr Farah Khan

    Director

    Total calculated
    $0
    Hours/week
    2 + 38 related

  • Julieanne Pofahl

    Public Member

    Total calculated
    $0
    Hours/week
    2

  • Katie Brietzman

    Consumer Advocate

    Total calculated
    $0
    Hours/week
    2

  • Kevin Fehr

    Director (as of 3/23)

    Total calculated
    $0
    Hours/week
    2 + 38 related

  • Dr Jonathan Jaffery

    President (until 12/22)

    Total calculated
    $652,729
    From this org
    $0
    From related orgs
    $544,926
    Other
    $107,803
    Hours/week
    2 + 38 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

  • Jodi Vitello

    Treasurer

    Total calculated
    $541,260
    From this org
    $0
    From related orgs
    $448,949
    Other
    $92,311
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $345,006 related
    Bonus
    $0 + $100,136 related
    Other
    $0 + $3,807 related
    Deferred
    $0 + $57,095 related
    Nontaxable benefits
    $0 + $35,216 related
    Filer's total
    $0 + $541,260 related

  • Troy Lepien

    Secretary

    Total calculated
    $583,175
    From this org
    $0
    From related orgs
    $480,239
    Other
    $102,936
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $333,044 related
    Bonus
    $0 + $144,071 related
    Other
    $0 + $3,124 related
    Deferred
    $0 + $68,702 related
    Nontaxable benefits
    $0 + $34,234 related
    Filer's total
    $0 + $583,175 related

  • Sarah Valencia

    Vice President (until 1/23)

    Total calculated
    $0
    Hours/week
    2 + 38 related

  • Dr Peter Newcomer

    President (as of 12/22)

    Total calculated
    $1,278,716
    From this org
    $0
    From related orgs
    $1,096,925
    Other
    $181,791
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $758,752 related
    Bonus
    $0 + $338,173 related
    Other
    $0
    Deferred
    $0 + $180,355 related
    Nontaxable benefits
    $0 + $1,436 related
    Filer's total
    $0 + $1,278,716 related

  • Dave Childers

    Vice President (as of 3/23)

    Total calculated
    $0
    Hours/week
    2 + 38 related

  • Grace Flood

    Medical Director

    Total calculated
    $271,578
    From this org
    $0
    From related orgs
    $221,352
    Other
    $50,226
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $219,385 related
    Bonus
    $0
    Other
    $0 + $1,967 related
    Deferred
    $0 + $20,500 related
    Nontaxable benefits
    $0 + $29,726 related
    Filer's total
    $0 + $271,578 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 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 2022, the following employer contributions were made: - Jonathan Jaffery $46,740 - Troy Lepien $33,370 - Peter Newcomer $119,355 - Jodi Vitello $34,830 No distributions were made in 2022.

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.

Provenance

Return type
form_990
Tax year
2022
Filed
8 February 2024
IRS schema version
2022v5.0
Source object
202400459349301435

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

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