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UW HEALTH ACO INC

EIN 45-5490584 MIDDLETON, WI

Revenue 2024
$115,260
Expenses 2024
$951,864

Program services were 58.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

As filed

Subsection
03
NTEE code
E31
Classification
1000
Street
7974 UW HEALTH CT

These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).

Officers and directors · 2024

As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

  • 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 — 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. Earlier years are each on their own filing page.

Filings

  • 2024
    Revenue
    $115,260
    Expenses
    $951,864
    Contributions
    $0
    Grants paid
    $0
  • 2023
    Revenue
    $1,587,936
    Expenses
    $8,527,230
    Contributions
    $0
    Grants paid
    $0
  • 2022
    Revenue
    $5,646,764
    Expenses
    $1,349,988
    Contributions
    $0
    Grants paid
    $0

The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.

Grants made

No itemized grants to organizations. Schedule I is filed only by organizations that granted more than $5,000 to a recipient, so most filers have none.

Grants received

No itemized grant names this organization as a recipient. Only grants over $5,000 are itemized, and only by filers of the full Form 990.

Related organizations

From Schedule R Part II, where a filer lists the tax-exempt organizations it is related to by control. It does not record shared board members or money.

Declared on its 2024 return

Declared as related by

Other IRS files

Auto-Revocation List

  • Exemption revoked 15 November 2014.

Publication 78

Listed as of 10 September 2026, under deductibility PC.

These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.